BON SECOURS MERCY HEALTH FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: BON SECOURS MERCY HEALTH FOUNDATION (EIN 20-1072726)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-16
IRS object ID: 201543209349308969
Schema version: 2014v5.0
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-11-16T14:00:33-06:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	201072726	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Mercy Health Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MERC	BusinessNameControlTxt
Phone	5136392800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	615 Elsinore Place	AddressLine1Txt
City	Cincinnati	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Michael Bezney	PersonNm
Person Title	Chairperson	PersonTitleTxt
Signature	2015-11-12	SignatureDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-04-25 22:37:26Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Michael Bezney	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	615 Elsinore Place	AddressLine1Txt
City	Cincinnati	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45202	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$30,253,255	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.mercy.com	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2004	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	TO SUPPORT THE OPERATIONS OF MERCY HEALTH BY ENCOURAGING CHARITABLE GIVING AND EFFECTIVELY MANAGING GIFT RESOURCES.	ActivityOrMissionDesc
Voting Members Governing Body	8	VotingMembersGoverningBodyCnt
Voting Members Independent	5	VotingMembersIndependentCnt
Total Employee	42	TotalEmployeeCnt
Total Volunteers	331	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$13,649,735	PYContributionsGrantsAmt
CY Contributions Grants	$19,335,904	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$1,716,009	PYInvestmentIncomeAmt
CY Investment Income	$9,960,778	CYInvestmentIncomeAmt
PY Other Revenue	$60,404	PYOtherRevenueAmt
CY Other Revenue	$354,987	CYOtherRevenueAmt
PY Total Revenue	$15,426,148	PYTotalRevenueAmt
CY Total Revenue	$29,651,669	CYTotalRevenueAmt
PY Grants And Similar Paid	$6,194,278	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$29,755,572	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,734,127	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,572,944	PYOtherExpensesAmt
CY Other Expenses	$2,322,850	CYOtherExpensesAmt
PY Total Expenses	$7,767,222	PYTotalExpensesAmt
CY Total Expenses	$35,812,549	CYTotalExpensesAmt
PY Revenues Less Expenses	$7,658,926	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$6,160,880	CYRevenuesLessExpensesAmt
Total Assets BOY	$36,024,061	TotalAssetsBOYAmt
Total Assets EOY	$241,247,944	TotalAssetsEOYAmt
Total Liabilities BOY	$3,496,186	TotalLiabilitiesBOYAmt
Total Liabilities EOY	-$745,992	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$32,527,875	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$241,993,936	NetAssetsOrFundBalancesEOYAmt
Mission	To 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 Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$34,911,443	ExpenseAmt
Grant	$29,755,572	GrantAmt
Revenue	$0	RevenueAmt
Desc	MERCY HEALTH FOUNDATION AWARDED $49,755,572 IN GRANTS DURING 2014 TO PROGRAMS THAT ADDRESS THE HEALTHCARE NEEDS OF PERSONS WHO ARE POOR AND UNDERSERVED.	Desc
Total Program Service Expenses	$34,911,443	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	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	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	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	Yes (true)	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	42	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	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	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	8	GoverningBodyVotingMembersCnt
Independent Voting Member	5	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	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	5136392800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	615 ELSINORE PLACE	AddressLine1Txt
City	CINCINNATI	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45202	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MICHAEL BEZNEY
CHAIR, MERCY HEALTH SVP & GENERAL COUNSEL	1.00	54.00	Yes (X)	Yes (X)	$0	$1,204,433	$43,782
MICHAEL D CONNELLY JD
TRUSTEE, PRESIDENT & CEO - MERCY HEALTH	1.00	50.00	Yes (X)	Yes (X)	$0	$2,087,458	$38,377
SR MARJORIE BOSSE RSM
VICE CHAIRPERSON	1.00	3.00	Yes (X)	Yes (X)	$0	$0	$0
BRIAN CORBIN
TRUSTEE	1.00	3.00	Yes (X)		$0	$0	$0
SR MARIE HARTMANN
TRUSTEE	1.00	0	Yes (X)		$0	$0	$0
SR DORIS A GOTTEMOELLER RSM
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
JAMES P GARRETT
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
TRAVIS CRUM
TRUSTEE, VP CORPORATE CONTROLLER - MERCY HEALTH	1.00	50.00	Yes (X)		$0	$245,248	$56,886
PETER OWENDOFF
Foundation President	40.00	0		Yes (X)	$0	$32,018	$691
ROGER LAGRECA
Foundation President	40.00	0		Yes (X)	$0	$207,402	$16,252
JAMES SCHULTIS
Youngstown Market Foundation President	40.00	0			$196,068	$0	$33,958	Yes (X)
TARA MILLER
Lourdes Foundation President	40.00	0			$148,792	$0	$32,927	Yes (X)
KATHRYN WILLIAMS
Lima Market Foundation Development Director	40.00	0			$192,691	$0	$245,354	Yes (X)
Timothy Koder
Toledo Market Foundation President	40.00	0			$213,603	$0	$41,403	Yes (X)
SCOTT PEMBER
Lorain Market Foundation Director	40.00	0			$153,577	$0	$31,431	Yes (X)
DEIRDRE BELUAN
FORMER OFFICER	0.00	40.00			$0	$117,150	$0		Yes (X)
DEBORAH BLOOMFIELD
FORMER OFFICER	0.00	50.00			$0	$702,053	$143,556		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$904,731	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$4,595,762	TotReportableCompRltdOrgAmt
Total Other Compensation	$684,617	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	5	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$819,725	FundraisingAmt
Related Organizations	$3,564,000	RelatedOrganizationsAmt
Government Grants	$1,342,483	GovernmentGrantsAmt
All Other Contributions	$13,609,696	AllOtherContributionsAmt
Noncash Contributions	$314,293	NoncashContributionsAmt
Total Contributions	$19,335,904	TotalContributionsAmt

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	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,740,608	TotalRevenueColumnAmt
Exclusion	$2,740,608	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$7,220,170	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$7,220,170	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,220,170	TotalRevenueColumnAmt
Exclusion	$7,220,170	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$956,573	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$819,725	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$601,586	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$354,987	TotalRevenueColumnAmt
Exclusion	$354,987	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

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)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$29,651,669	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$10,315,765	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$29,457,949	TotalAmt
Program Services	$29,457,949	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$297,623	TotalAmt
Program Services	$297,623	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,673,884	TotalAmt
Program Services	$2,272,801	ProgramServicesAmt
Management And General	$401,083	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$54,717	TotalAmt
Program Services	$46,509	ProgramServicesAmt
Management And General	$8,208	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$753,049	TotalAmt
Program Services	$640,092	ProgramServicesAmt
Management And General	$112,957	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$252,477	TotalAmt
Program Services	$206,105	ProgramServicesAmt
Management And General	$46,372	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,775	TotalAmt
Management And General	$1,775	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$7,964	TotalAmt
Management And General	$7,964	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$47,834	TotalAmt
Program Services	$47,834	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,787,978	TotalAmt
Program Services	$1,519,781	ProgramServicesAmt
Management And General	$268,197	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$88,281	TotalAmt
Program Services	$88,281	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$254,337	TotalAmt
Program Services	$216,186	ProgramServicesAmt
Management And General	$38,151	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$70,716	TotalAmt
Program Services	$60,109	ProgramServicesAmt
Management And General	$10,607	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,933	TotalAmt
Program Services	$2,493	ProgramServicesAmt
Management And General	$440	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$944	TotalAmt
Program Services	$802	ProgramServicesAmt
Management And General	$142	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Bank service charges	$34,732	$29,522	$5,210
Bad debt	$25,356	$25,356

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	$35,812,549	TotalAmt
Program Services	$34,911,443	ProgramServicesAmt
Management And General	$901,106	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$9,500	BOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$290,000	BOYAmt
EOY	$10,873,133	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$84,300	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$682,361	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$117,468	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$564,893	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$35,724,561	BOYAmt
EOY	$223,403,242	EOYAmt

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	$6,322,376	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$36,024,061	BOYAmt
EOY	$241,247,944	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,496,186	BOYAmt
EOY	-$1,024,039	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$278,047	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,496,186	BOYAmt
EOY	-$745,992	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$32,525,078	BOYAmt
EOY	$109,503,666	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,797	BOYAmt
EOY	$73,751,646	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
EOY	$58,738,624	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$32,527,875	BOYAmt
EOY	$241,993,936	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$36,024,061	BOYAmt
EOY	$241,247,944	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$6,160,880	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$2,440,568	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$218,067,509	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)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,086,481	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,819,509	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,559,917	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$13,649,735	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,335,904	CurrentTaxYearAmt
Total	$51,451,546	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,086,481	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,819,509	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,559,917	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$13,649,735	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,335,904	CurrentTaxYearAmt
Total	$51,451,546	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$35,917,027	SubstantialContributorsTotAmt
Public Support Total170	$15,534,519	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$201,210	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$234,024	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$222,952	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$305,709	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,740,608	CurrentTaxYearAmt
Total	$3,704,503	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$107,583	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$135,831	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$113,283	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$104,996	CurrentTaxYearMinus1YearAmt
Current Tax Year	$956,573	CurrentTaxYearAmt
Total	$1,418,266	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$56,574,315	TotalSupportAmt
Public Support CY170	0.2746	PublicSupportCY170Pct
Public Support PY170	0.0	PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CY	Yes (X)	TenPctFactsCrcmstncsTestCYInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule A, Part II, Line 17a 10% Facts and Circumstances Test explanation

Mercy Health Foundation was historically classified as a Section 509(a)(3) Type I organization. On January 1, 2014 the nature and amount of support the Foundation receives materially changed when ten other foundations, originally separate entities within the Mercy Health system and all of which traditionally receive public support, merged into Mercy Health Foundation. In 2014 Mercy Health Foundation applied for and was granted a change in status to a Section 509(a)(1) organization. To demonstrate how the merged Mercy Health Foundation would now qualify as a Section 509(a)(1) organization, the application included a pro forma 2012 Schedule A Part II support schedule which aggregated the contributions of all of the foundations for the period 2008 - 2012 and reflected the direct public support these foundations would have provided, had the contributions they received been included on a Mercy Health Foundation support schedule. The pro forma 2012 Schedule A calculated a public support percentage of 65.37%. The support schedule included in the Mercy Health Foundation 2014 Schedule A includes 2010 - 2014 amounts for Mercy Health Foundation only. The ten formerly separate legal entities continue to function, operationally unchanged, within Mercy Health Foundation. Each continues its program to solicit funds from the community in which it resides and from governmental units. The public support received is used to provide, on a continuing basis, grants and other assistance to Section 501(c)(3) hospitals and other regional and community organizations whose mission is to address the healthcare and other needs of the general public, and especially of the poor and underserved.

Schedule A, Part II, Line 10 Other Income

DESCRIPTION - SPECIAL EVENT REVENUE, COLUMN A - 107583.0, COLUMN B - 135831.0, COLUMN C - 113283.0, COLUMN D - 104996.0, COLUMN E - 956573.0, COLUMN F - 1418266.0;

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	Yes (true)	GrantsOtherOrganizationsInd
Grants Other Organizations	$6,293	GrantsOtherOrganizationsAmt
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$6,293	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 Description of activities reported on Line 1A through 1I	FormAndLineReferenceDesc
Explanation	The 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 $6,293 constitute issue-based lobbying support.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$68,146,907	BeginningYearBalanceAmt
Contributions	$92,374	ContributionsAmt
Investment Earnings Or Losses	$93,379	InvestmentEarningsOrLossesAmt
End Year Balance	$68,332,660	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$76,127,070	BeginningYearBalanceAmt
Contributions	$1,513,548	ContributionsAmt
Investment Earnings Or Losses	$2,689,201	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,678,195	GrantsOrScholarshipsAmt
Other Expenditures	-$2,474,793	OtherExpendituresAmt
Administrative Expenses	$103,920	AdministrativeExpensesAmt
End Year Balance	$79,022,497	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$59,996,181	BeginningYearBalanceAmt
Contributions	$14,753,275	ContributionsAmt
Investment Earnings Or Losses	$2,920,231	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$682,862	GrantsOrScholarshipsAmt
Other Expenditures	$452,236	OtherExpendituresAmt
Administrative Expenses	$407,519	AdministrativeExpensesAmt
End Year Balance	$76,127,070	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0477	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.8999	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.0524	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$525,000	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$20,000	OtherCostOrOtherBasisAmt
Book Value	$545,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$65,000	OtherCostOrOtherBasisAmt
Depreciation	$56,875	DepreciationAmt
Book Value	$8,125	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$42,526	OtherCostOrOtherBasisAmt
Depreciation	$30,758	DepreciationAmt
Book Value	$11,768	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$29,835	OtherCostOrOtherBasisAmt
Depreciation	$29,835	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$564,893	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	Mercy Health Investment Management Program	Desc
Book Value	$223,403,242	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$223,403,242	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	Other long-term liabilities	Desc
Amt	$278,047	Amt

Field	Value	IRS element (for citing)
Total Liability	$278,047	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment funds	THE 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) footnote	THE COMPANY (MERCY HEALTH AND AFFILIATED ENTITIES) COMPLETED AN ANALYSIS OF ITS TAX POSITIONS IN ACCORDANCE WITH APPLICABLE ACCOUNTING GUIDANCE AT DECEMBER 31, 2014 AND 2013, AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AT DECEMBER 31, 2014 OR 2013.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Gala	Event1Nm
Gross Receipts Event1	$307,291	GrossReceiptsEvent1Amt
Charitable Contri Event1	$290,575	CharitableContriEvent1Amt
Gross Revenue Event1	$16,716	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$2,850	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$21,724	FoodAndBeverageEvent1Amt
Entertainment Event1	$56,395	EntertainmentEvent1Amt
Other Direct Expenses Event1	$16,051	OtherDirectExpensesEvent1Amt
Event2	Golf Tournament	Event2Nm
Gross Receipts Event2	$202,241	GrossReceiptsEvent2Amt
Charitable Contri Event2	$13,515	CharitableContriEvent2Amt
Gross Revenue Event2	$188,726	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$1,305	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$17,577	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$24,942	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$8,803	OtherDirectExpensesEvent2Amt
Other Events Total	19	OtherEventsTotalCnt
Gross Receipts Other Events	$1,266,766	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$515,635	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$751,131	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$17,830	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$58,407	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$112,423	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$112,073	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$32,150	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$119,056	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$1,776,298	GrossReceiptsTotalAmt
Charitable Contributions Tot	$819,725	CharitableContributionsTotAmt
Gross Revenue Total Events	$956,573	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$17,830	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$59,712	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$132,850	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$158,739	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$88,545	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$143,910	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$601,586	DirectExpenseSummaryEventsAmt
Net Income Summary	$354,987	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (78 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
MERCY HEALTH YOUNGSTOWN LLC
1044 BELMONT AVENUE	YOUNGSTOWN	OH	44501	340505560	501(C)(3)	$2,565,708	MISSION SUPPORT
JEWISH HOSPITAL
4777 E GALBRAITH RD	CINCINNATI	OH	45236	271408630	501(C)(3)	$2,244,801	MISSION SUPPORT
MERCY HEALTH PARTNERS - LOURDES INC
1530 LONE OAK ROAD	PADUCAH	KY	42003	610600313	501(C)(3)	$1,963,318	MISSION SUPPORT
Mercy Health - Regional Medical Center LLC
3700 KOLBE ROAD	LORAIN	OH	44053	340714704	501(C)(3)	$1,413,262	MISSION SUPPORT
MERCY HEALTH - TIFFIN HOSPITAL LLC
45 ST LAWRENCE DRIVE	TIFFIN	OH	44883	344431174	501(C)(3)	$1,335,439	MISSION SUPPORT
MERCY HEALTH - ST VINCENT MEDICAL CENTER LLC
2213 CHERRY STREET	TOLEDO	OH	43608	344428250	501(C)(3)	$995,585	MISSION SUPPORT
MERCY HEALTH
615 ELSINORE PLACE	CINCINNATI	OH	45202	311161086	501(C)(3)	$916,667	BEHAVIORAL HEALTH
MERCY HEALTH - FAIRFIELD HOSPITAL LLC
3000 MACK ROAD	FAIRFIELD	OH	45014	310538532	501(C)(3)	$731,863	MISSION SUPPORT
MERCY HEALTH - ANDERSON HOSPITAL LLC
7500 STATE ROAD	CINCINNATI	OH	45255	310537085	501(C)(3)	$635,893	MISSION SUPPORT
MERCY HEALTH - WEST HOSPITAL LLC
3300 MERCY HEALTH BLVD	CINCINNATI	OH	45211	311091597	501(C)(3)	$629,181	MISSION SUPPORT
CATHOLIC MEDICAL MISSION BOARD
10 WEST 17TH ST	NEW YORK	NY	10011	135602319	501(C)(3)	$538,000	MISSION SUPPORT
MERCY FRANCISCAN AT ST RAPHAEL INC
610 HIGH STREET	HAMILTON	OH	45011	202934871	501(C)(3)	$531,509	MISSION SUPPORT
MERCY HEALTH
615 ELSINORE PLACE	CINCINNATI	OH	45202	311161086	501(C)(3)	$458,333	LEADERSHIP FOUNDATION INITIATIVE
MERCY HEALTH NORTH LLC
2200 JEFFERSON AVENUE	TOLEDO	OH	43604	341344482	501(C)(3)	$427,000	MISSION SUPPORT
MERCY HEALTH
615 ELSINORE PLACE	CINCINNATI	OH	45202	311161086	501(C)(3)	$401,500	SHARED SERVICES PROGRAM SUPPORT
MERCY HEALTH PHYSICIANS LLC
615 ELSINORE PLACE	CINCINNATI	OH	45202	463521617	501(C)(3)	$394,000	MISSION SUPPORT
MERCY FRANCISCAN SOCIAL MINISTRIES INC
1800 LOGAN STREET	CINCINNATI	OH	45210	311222942	501(C)(3)	$387,533	MISSION SUPPORT
BURLINGAME REGIONAL COMMUNITY OF THE SISTERS OF MERCY
2300 ADELINE DRIVE	BURLINGAME	CA	94010	946071848	501(C)(3)	$333,000	CORPORATE INITIATIVE
UNITED WAY OF GREATER CINCINNATI
2400 RADING ROAD	CINCINNATI	OH	45202	310537502	501(C)(3)	$265,000	2014 CAMPAIGN & LOANED EXECUTIVE PROGRAM
MERCY HEALTH PHYSICIANS CINCINNATI LLC
4600 MCAULEY PLACE	CINCINNATI	OH	45242	311007881	501(C)(3)	$259,627	MISSION SUPPORT
COMMUNITY MERCY HEALTH PARTNERS
ONE SOUTH LIMESTONE ST	SPRINGFIELD	OH	45502	310785684	501(C)(3)	$256,376	HOSPITAL MISSION SUPPORT
CINCINNATI SPORTSMEDICINE
10663 MONTGOMERY ROAD	CINCINNATI	OH	45242	311158604	501(C)(3)	$200,000	MISSION SUPPORT
MERCY HEALTH NORTH LLC
2200 JEFFERSON AVENUE	TOLEDO	OH	43604	341344482	501(C)(3)	$188,403	SENIOR OUTREACH PROGRAM
CATHOLIC RELIEF SERVICES
228 W LEXINGTON ST	BALTIMORE	MD	21201	135563422	501(C)(3)	$170,000	ST FRANCIS DE SALES HOSPITAL & HOSPITAL NETWORK
BETHANY HOUSE SERVICES
1841 FAIRMONT AVENUE	CINCINNATI	OH	45214	311101401	501(C)(3)	$160,297	MISSION SUPPORT
Mercy Health - Regional Medical Center LLC
3700 KOLBE ROAD	LORAIN	OH	44053	340714704	501(C)(3)	$157,795	RESOURCE MOTHERS & PARISH NURSING PROGRAM
MERCY HEALTH - ST VINCENT MEDICAL CENTER LLC
2213 CHERRY STREET	TOLEDO	OH	43608	344428250	501(C)(3)	$150,000	REVITALIZE CHERRY STREET PROGRAM
MERCY HEALTH - ALLEN HOSPITAL LLC
200 W LORAIN STREET	OBERLIN	OH	44074	340864230	501(C)(3)	$150,000	HOSPITAL MISSION SUPPORT
MERCY HEALTH - CLERMONT HOSPITAL LLC
3000 HOSPITAL DRIVE	BATAVIA	OH	45103	310830955	501(C)(3)	$134,000	HOSPITAL MISSION SUPPORT
URBAN LEAGUE OF GREATER CINCINNATI
3458 READING ROAD	CINCINNATI	OH	45229	310565428	501(C)(3)	$130,000	CONFERENCE TITLE SPONSORSHIP HOST CITY NIGHT & HERITAGE PROGRAM
ROCKING HORSE CHILDRENS HEALTH CENTER
651 S LIMESTONE STREET	SPRINGFIELD	OH	45505	311593544	501(C)(3)	$123,761	MISSION SUPPORT
CENTER FOR CREATIVE LEADERSHIP
ONE LEADERSHIP PLACE	GREENSBORO	NC	27438	237079591	501(C)(3)	$113,499	MISSION SUPPORT
LISC
245 N SUPERIOR 2ND FLOOR	TOLEDO	OH	43604	133030229	501(C)(3)	$100,000	BUILDING SUSTAINABLE COMMUNITIES PROGRAM
STRATEGIES TO END HOMELESSNESS INC
2368 VICTORY PKWY	CINCINNATI	OH	45206	208286347	501(C)(3)	$100,000	HOMELESS TO HOMES INITIATIVE
XAVIER UNIVERSITY INTERFAITH MEDICAL MISSION
3800 VICTORY PKWY	CINCINNATI	OH	45207	310537516	501(C)(3)	$97,500	INTERFAITH GUATEMALA MISSION & NURSING SCHOLARSHIPS
MERCY SACRED HEART INC
2120 PAYNE STREET	LOUISVILLE	KY	40206	611318326	501(C)(3)	$73,931	MISSION SUPPORT
MERCY FRANCISCAN SENIOR HEALTH AND HOUSING SERVICES INC
7010 ROWAN HILLS DRIVE	CINCINNATI	OH	45227	311308729	501(C)(3)	$70,430	MISSION SUPPORT
CINCINNATI USA REGIONAL CHAMBER OF COMMERCE
3 EAST FOURTH STREET	CINCINNATI	OH	45202	310239310	501(C)(6)	$50,000	REDI CINCINNATI SUPPORT
MERCY COLLEGE OF OHIO FOUNDATION INC
2221 MADISON AVENUE	TOLEDO	OH	43604	141963204	501(C)(3)	$40,000	MISSION SUPPORT
MERCY HEALTH - ST CHARLES HOSPITAL LLC
2600 NAVARRE AVENUE	TOLEDO	OH	43616	344445373	501(C)(3)	$32,031	HOSPITAL MISSION SUPPORT
HEARTBEAT PREGNANCY SUPPORT CENTER
4041 W SYLVANIA AVENUE	TOLEDO	OH	43623	311002913	501(C)(3)	$30,000	COMMUNITY FUND AWARD
MERCY HEALTH - WILLARD HOSPITAL LLC
1100 NEAL ZICK ROAD	WILLARD	OH	44890	341577110	501(C)(3)	$27,461	HOSPITAL MISSION SUPPORT
DEPAUL CRISTO REY HIGH SCHOOL
1133 CLIFTON HILLS AVENUE	CINCINNATI	OH	45220	272417727	501(C)(3)	$27,000	CORPORATE WORK STUDY TEAM SUPPORT
OHIO EQUINE AND AGRICULTURAL ASSOCIATION
4122 LAYBOURNE ROAD	SPRINGFIELD	OH	45505	383655657	501(C)(3)	$26,025	MISSION SUPPORT
ACCESS HEALTH MAHONING VALLEY
418 MAIN AVENUE SW	WARREN	OH	44481	274576650	501(C)(3)	$25,000	MISSION SUPPORT
INITIATIVE ON CATHOLIC SOCIAL THOUGHT
213 RYAN HALL	WASHINGTON	DC	20057	530196603	501(C)(3)	$25,000	CATHOLIC SOCIAL THOUGHT AND PUBLIC LIFE INITIATIVE	GEORGETOWN UNIVERSITY
NATIONAL UNDERGROUND RAILROAD FREEDOM CENTER
50 E FREEDOM WAY	CINCINNATI	OH	45202	311436217	501(C)(3)	$25,000	MISSION SUPPORT
OWENSBORO HEALTH FOUNDATION
2211 MAYFAIR AVENUE	OWENSBORO	KY	42301	611251763	501(C)(3)	$25,000	MERCY REACH OWENSBORO PROGRAM SUPPORT
MERCY HEALTH CINCINNATI LLC
4600 MCAULEY PLACE	CINCINNATI	OH	45242	311063783	501(C)(3)	$24,400	MISSION SUPPORT
ABILITY CENTER OF GREATER TOLEDO
5605 MONROE STREET	SYLVANIA	OH	43560	344428597	501(C)(3)	$20,000	COMMUNITY FUND AWARD
COMMUNITY MERCY HEALTH PARTNERS
ONE SOUTH LIMESTONE ST	SPRINGFIELD	OH	45502	310785684	501(C)(3)	$20,000	MED ASSIST PROGRAM
HEALTH POLICY INSTITUTE OF OHIO
37 W BROAD STREET	COLUMBUS	OH	43215	300186863	501(C)(3)	$20,000	MISSION SUPPORT
MARCUM & WALLACE MEMORIAL HOSPITAL INC
60 MERCY COURT	IRVINE	KY	40336	610927491	501(C)(3)	$20,000	HOSPITAL MISSION SUPPORT
MERCY FRANCISCAN AT ST JOHN
1233 MAIN STREET	CINCINNATI	OH	45202	311222942	501(C)(3)	$20,000	MISSION SUPPORT
MOBILITY FOUNDATION
11110 RESERVOIR ROAD	ADA	OH	45810	510545760	501(C)(3)	$20,000	MISSION SUPPORT
ST RITA'S MEDICAL CENTER LLC
730 W MARKET STREET	LIMA	OH	45801	341105619	501(C)(3)	$20,000	HOSPITAL MISSION SUPPORT
ST VINCENT DE PAUL COMMUNITY PHARMACY OF CINCINNATI
1125 BANK STREET	CINCINNATI	OH	45214	300272954	501(C)(3)	$20,000	CHARITABLE PHARMACY PROGRAM SUPPORT
FUND FOR OUR ECONOMIC FUTURE
1360 E 9TH STREET	CLEVELAND	OH	44114	270606927	501(C)(3)	$16,667	MISSION SUPPORT
OHIO CHAMBER OF COMMERCE
P O BOX 15159	COLUMBUS	OH	43215	314357206	501(C)(6)	$15,600	2015 MEMBERSHIP
ALL AFRICA CONFERENCE SISTER TO SISTER
2715 BAINBRIDGE AVE	BRONX	NY	10458	371424584	501(C)(3)	$15,000	SISTER TO SISTER REFUGE HOUSE
FARM LABOR RESEARCH PROJECT
1221 BROADWAY STREET	TOLEDO	OH	43609	341329126	501(C)(3)	$15,000	CLINIC FOR MIGRANT WORKERS SUPPORT
THE DAUGHTER PROJECT
P O BOX 255	PERRYSBURG	OH	43552	264557801	501(C)(3)	$15,000	RECOVERY FOR VICTIMS OF HUMAN TRAFFICKING
MERCY NEIGHBORHOOD MINISTRIES
1602 MADISON ROAD	CINCINNATI	OH	45206	311376693	501(C)(3)	$15,000	MISSION SUPPORT	2ND FLOOR
NAHSE ANNUAL EDUCATIONAL CONFERENCE
1050 CONNECTICUT AVE NW	WASHINGTON	DC	20036	621312239	501(C)(3)	$15,000	CONFERENCE SPONSORSHIP
PREVENT BLINDNESS OHIO
1500 WEST THIRD AVE	CINCINNATI	OH	45212	316063433	501(C)(3)	$15,000	MISSION SUPPORT
CENTER FOR CLOSING THE HEALTH GAP IN GREATER CINCINNATI
3120 BURNET AVE	CINCINNATI	OH	45229	200902286	501(C)(3)	$12,500	HEALTH EXPO SPONSORSHIP
CATHOLIC CHARITIES
1933 SPIELBUSCH AVENUE	TOLEDO	OH	43604	344428254	501(C)(3)	$12,000	FAMILY SUPPORT AND GUIDANCE PROGRAM SUPPORT
ABERCRUMBIE GROUP
10301 GIVERNY BLVD	CINCINNATI	OH	45241	300520187	501(C)(3)	$10,000	HEALTHCARE SUPPLIER DIVERSITY SYMPOSIUM SUPPORT
THE CINCINNATI ART MUSEUM
953 EDEN PARK DRIVE	CINCINNATI	OH	45202	310536653	501(C)(3)	$10,000	MISSION SUPPORT
CINCINNATI GREEN BERET GOLF CLASSIC
18756 STONE OAK PKWY	SAN ANTONIO	TX	78258	271206961	501(C)(3)	$10,000	EVENT SUPPORT
FOUNDATION OF AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES
ONE NORTH FRANKLIN	CHICAGO	IL	60606	360724325	501(C)(3)	$10,000	INNOVATION HEALTHCARE LEADERSHIP FUND SUPPORT
LEADERSHIP CONFERENCE OF WOMEN RELIGIOUS
8808 CAMERON STREET	SILVER SPRING	MD	20910	436033728	501(C)(3)	$10,000	LCWR 2014 ASSEMBLY SUPPORT
EMANUEL COMMUNITY CENTER
1308 RACE STREET	CINCINNATI	OH	45202	310537060	501(C)(3)	$7,500	MISSION SUPPORT
ZOOLOGICAL SOCIETY OF CINCINNATI
3400 VINE STREET	CINCINNATI	OH	45220	310537171	501(C)(3)	$7,500	ZOO LA LA ANIMAL ENCOUNTER SPONSORSHIP
NATIONAL ASSOCIATION OF CATHOLIC CHAPLAINS
4915 S HOWELL AVE	MILWAUKEE	WI	53207	391368967	501(C)(3)	$7,000	EVENT SPONSORSHIP
HEALTHY MOMS AND BABIES INC
2270 BANNING ROAD	CINCINNATI	OH	45239	311155292	501(C)(3)	$6,500	MISSION SUPPORT
THE ASSUMPTION VILLAGE
9800 MARKET STREET	NORTH LIMA	OH	44452	341013695	501(C)(3)	$5,753	MISSION SUPPORT
USO METROPOLITAN WASHINGTON
228 MCNAIR RD BLDG 405	FORT MYER	VA	22211	530204665	501(C)(3)	$5,600	2014 TABLE SPONSOR

Field	Value	IRS element (for citing)
Total501c3 Org	76	Total501c3OrgCnt
Total Other Org	2	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (10 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SPRINGFIELD MARKET MED ASSIST PROGRAM	1939	$118,806
LOURDES HOSPITAL PATIENT MISSION FUND	512	$22,562
LOURDES HOSPITAL ASSOCIATE MISSION FUND	46	$27,201
LORAIN MARKET CARING FOR OUR OWN FUND	20	$9,697
NORTHERN MARKET CHARITABLE PHARMACY	109	$8,280
NORTHERN MARKET TRANSPORTATION SERVICES	1644	$29,782
NORTHERN MARKET HEALTH CAMPS	973	$48,174
NORTHERN MARKET FOOD SERVICES	881	$4,385
Mercy Health We Care Grants	0	$17,954
Cincinnati market individual grant assistance	2	$10,782

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds

Any 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.

Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
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	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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
MICHAEL BEZNEY
CHAIR, MERCY HEALTH SVP & GENERAL COUNSEL	$0	$554,415	$0	$150,549	$0	$499,469	$0	$15,600	$0	$28,182	$0	$1,248,215	$0	$264,659
MICHAEL D CONNELLY JD
TRUSTEE, PRESIDENT & CEO - MERCY HEALTH	$0	$1,163,994	$0	$556,488	$0	$366,976	$0	$18,200	$0	$20,177	$0	$2,125,835	$0	$0
TRAVIS CRUM
TRUSTEE, VP CORPORATE CONTROLLER - MERCY HEALTH	$0	$203,647	$0	$39,911	$0	$1,690	$0	$32,048	$0	$24,838	$0	$302,134	$0	$0
DEIRDRE BELUAN
FORMER OFFICER	$0	$117,150	$0	$0	$0	$0	$0	$0	$0	$0	$0	$117,150	$0	$0
DEBORAH BLOOMFIELD
FORMER OFFICER	$0	$541,196	$0	$157,500	$0	$3,357	$0	$122,873	$0	$20,683	$0	$845,609	$0	$0
ROGER LAGRECA
Foundation President	$0	$159,142	$0	$0	$0	$48,260	$0	$8,173	$0	$8,079	$0	$223,654	$0	$0
JAMES SCHULTIS
Youngstown Market Foundation President	$177,587	$0	$16,887	$0	$1,594	$0	$26,240	$0	$7,718	$0	$230,026	$0	$0	$0
TARA MILLER
Lourdes Foundation President	$129,063	$0	$18,711	$0	$1,018	$0	$15,883	$0	$17,044	$0	$181,719	$0	$0	$0
KATHRYN WILLIAMS
Lima Market Foundation Development Director	$169,093	$0	$18,315	$0	$5,283	$0	$229,555	$0	$15,799	$0	$438,045	$0	$0	$0
Timothy Koder
Toledo Market Foundation President	$205,917	$0	$5,778	$0	$1,908	$0	$25,658	$0	$15,745	$0	$255,006	$0	$0	$0
SCOTT PEMBER
Lorain Market Foundation Director	$147,852	$0	$4,242	$0	$1,483	$0	$10,456	$0	$20,975	$0	$185,008	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 4b Terms and conditions of the Cincinnati Market SERP	The Cincinnati Market SERP is a deferred compensation plan which provides employment continuation incentives to all executive council members. It provides annual credits of a specified percentage of compensation. A benefit is calculated for any individual whose compensation is limited in the qualified cash balance plan due to income which exceeds the IRS maximum. The benefit is based upon Form W-2 compensation and is equal to the amount excluded from the qualified plan. 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 Mercy Health 457(f) executive retention plan	The Mercy Health executive retention plan is a deferred compensation plan which provides employment continuation incentives 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 and cease to receive credits after 5 years of plan participation provided they remain employed. Vesting and cessation of credits occur earlier for death or total disability while employed, involuntary termination of employment within 24 months after a change in control of the organization, or, for certain participants, upon being offered a specified promotion. Payment of the vested account balance in a lump sum occurs upon vesting. Amounts includable as taxable compensation for listed individuals due to retention plan participation in the reporting year were as follows: Michael Bezney $367,889.
Schedule J, Part I, Line 4b Terms and conditions of the Youngstown Market SERP	The Youngstown Market SERP Plan is a deferred compensation plan which provides supplemental retirement benefits to persons selected by the Mercy Health Youngstown LLC Board of trustees or its delegate. The Plan provides annual credits of a specified percentage of compensation and annual interest credits. 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 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: Deborah Bloomfield $0; Travis Crum $0; Timothy Koder $0; Roger LaGreca $0; Tara Miller $0; Scott Pember $0; James Schultis $0.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	Mercy 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 plan	THE MERCY HEALTH SERP PLAN IS A DEFERRED COMPENSATION PLAN WHICH PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS TO PERSONS SELECTED BY THE BOARD OF TRUSTEES OR ITS DELEGATES. IT PROVIDES ANNUAL CREDITS OF A SPECIFICED PERCENTAGE OF COMPENSATION AND ANNUAL INTEREST CREDITS. PARTICIPANTS VEST 50%, 75%, AND 100% IN THEIR ACCOUNTS AFTER 5, 6, AND 7 YEARS OF SERVICE, RESPECTFULLY. VESTING OCCURS EARLIER FOR DEATH OR TOTAL DISABILITY OR REACHING AGE 60 WHILE EMPLOYED, OR INVOLUNTARY TERMINATION OF EMPLOYMENT WITHIN 24 MONTHS AFTER A CHNAGE IN CONTROL OF THE ORGANIZATION OR DUE TO POSITION ELIMIATION. PAYMENTS DURING EMPLOYMENT ARE MADE FOR REQUIRED TAX WITHHOLDINGS. PAYMENT OF THE VESTED ACCOUNT BALANCE IN A LUMP SUM OCCURS AFTER TERMINATION OF EMPLOYMENT. AMOUNTS INCLUDIBLE AS TAXABLE COMPENSATION FOR LISTED INDIVIDUALS DUE TO SERP PARTICIPATION IN THE REPORTING YEAR WERE AS FOLLOWS: MICHAEL BEZNEY $109,878; MICHAEL CONNELLY $335,383.
Schedule J, Part I, Line 7 Non-fixed payments	The organization provides annual incentive compensation for listed individuals. The organization's Board of Trustees establishes objective thresholds for quality, community benefit, and financial performance which must be achieved for incentives to be awarded. The Board also establishes threshold, target and maximum levels for incentive awards. Within these established parameters, the Board determines the CEO's incentive award and incentive awards for other listed individuals are determined by the listed individual's supervisor and disclosed to the Board. The Board may authorize modified incentive awards when appropriate in its judgment.

Schedule M IRS990ScheduleM

Real Estate Other RealEstateOtherGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$314,293	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Other	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule M, Part I, Line 17 Description of charitable gift annuity	The Foundation received 25 acres of undeveloped land, including a house and a barn. The appraised value of this property is $525,000. This contribution is subject to a charitable gift annuity liability of $210,707. Therefore $314,293 was recognized as contribution revenue at the time of the gift.
Schedule M, Part I Explanations of reporting method for number on contributions	Real estate - Other: Reporting the number of contributions.
Schedule M, Part I, Line 17 Number of contributions or items contributed	Reporting the number of contributions.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 15a Determining the compensation of the top management official	The compensation of the top management official is determined by Mercy Health, a related tax-exempt organization.
Form 990, Part VI, Line 4 Significant changes to organizational documents	The Amended Code of Regulations creates two classes of trustees: System and Market. The member elects system trustees whose powers and actions relate to the Corporation as a whole, including the budget, expenditures and finances of the Corporation, the management and investment of Corporate funds and choice of investment advisors and similar service providers, the election of Corporate officers, the designation of the Corporate CEO, and the establishment of Corporate committees and appointment of committee members. System trustees elect market trustees who exercise authority over the actions of the Corporation relevant to and affecting the Markets, including control in the market they serve over fund-raising, development of a culture of philanthropy, and the use of Foundation funds in the Market. Market trustees exercise these powers only as to the market in which they were appointed. Market trustees exercise no powers reserved to the System trustees. Only system trustees attend regular Corporate board meetings, although market trustees may be invited to attend, and each system trustee has one vote. Market trustees attend regular meetings in their particular market as they determine, and each has one vote in the market they serve.
Form 990, Part VI, Line 6 Classes of members or stockholders	MERCY HEALTH IS THE MEMBER OF MERCY HEALTH FOUNDATION.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	Mercy Health elects all trustees who have full voting rights.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	Certain 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 body	THE FORM 990 IS PREPARED BY THE Mercy Health TAX DEPARTMENT AND REVIEWED BY MANAGEMENT. 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 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 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 public	The 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 balances	Net asset transfers at merger of related foundations - XXX-XX-XXXX; Other changes is net assets - 3176300;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (37 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
615 ELSINORE PLACE	CINCINNATI	OH	45202	311161086	HEALTHCARE SYSTEM PARENT	OH	501(c)(3	3	NA	false
MERCY HEALTH FOUNDATION
615 ELSINORE PLACE	CINCINNATI	OH	45202	201072726	FUNDRAISING	OH	501(c)(3	7	MERCY HEALTH	false
MERCY HEALTH RETIREMENT TRUST
615 ELSINORE PLACE	CINCINNATI	OH	45202	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	9	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	Type II	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	9	MERCY HEALTH CINCINNATI LLC	false
MERCY SACRED HEART INC
2120 PAYNE STREET	LOUISVILLE	KY	40206	611318326	RETIREMENT HOME	KY	501(c)(3	9	MERCY HEALTH CINCINNATI LLC	false
MERCY LONG TERM CARE INITIATIVE
4915 CHARLESTOWN RD	NEW ALBANY	IN	47150	311332491	RETIREMENT HOME	IN	501(c)(3	9	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
MERCY FRANCISCAN AT ST RAPHAEL INC
610 HIGH STREET	HAMILTON	OH	45011	202934871	SOCIAL SERVICES	OH	501(c)(3	7	MERCY HEALTH CINCINNATI LLC	false
COMMUNITY MERCY HEALTH SYSTEM
ONE S LIMESTONE ST	SPRINGFIELD	OH	45502	300272454	MARKET PARENT	OH	501(c)(3	Type I	MERCY HEALTH	false
COMMUNITY MERCY HEALTH PARTNERS
ONE S LIMESTONE ST	SPRINGFIELD	OH	45502	310785684	HOSPITAL	OH	501(c)(3	3	COMMUNITY MERCY HEALTH SYSTEM	false
C H HEALTH SERVICES COMPANY
ONE S LIMESTONE ST	SPRINGFIELD	OH	45502	311181984	HOSPITAL	OH	501(c)(3	3	COMMUNITY MERCY HEALTH SYSTEM	false
CLARKE & CHAMPAIGN COUNTIES HEALTH INFORMATION EXCHANGE
1150 E HOME ROAD	SPRINGFIELD	OH	45503	260698515	MEDICAL INFORMATION EXCHANGE	OH	501(c)(3	9	COMMUNITY MERCY HEALTH SYSTEM	false
THE WALLACE S MURRAY AND FRANCES RABBITTS MURRAY MEMORIAL TRUST
ONE S LIMESTONE ST	SPRINGFIELD	OH	45502	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 HOME CARE INC
2200 JEFFERSON AVENUE	TOLEDO	OH	43604	341587572	HOME HEALTHCARE	OH	501(c)(3	9	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	Type I	MERCY COLLEGE OF OHIO	false
LIFESTAR AMBULANCE INC
2200 JEFFERSON AVENUE	TOLEDO	OH	43604	341354653	MEDICAL TRANSPORTATION	OH	501(c)(3	Type II	MERCY HEALTH NORTH LLC	false
RSM MEDICAL FOUNDATION
2200 JEFFERSON AVENUE	TOLEDO	OH	43624	341693671	HOSPITAL	OH	501(c)(3	3	MERCY HEALTH NORTH LLC	false
SIMON OUTREACH SERVICES
2600 NAVARRE AVENUE	OREGON	OH	43616	341383325	MEDICAL OFFICE RENTAL	OH	501(c)(3	Type II	MERCY HEALTH - ST CHARLES HOSPITAL LLC	false
FARLEY HEALTHCARE CORPORATION
2200 JEFFERSON AVENUE	TOLEDO	OH	43604	341363204	HEALTH SERVICES	OH	501(c)(3	9	MERCY HEALTH NORTH LLC	false
NEW VISION MEDICAL LABORATORIES INC
750 W HIGH ST STE 400	LIMA	OH	45801	341937267	MEDICAL LAB SERVICES	OH	501(c)(3	Type II	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	9	MERCY HEALTH YOUNGSTOWN LLC	false
HOSPICE OF THE VALLEY
5190 MARKET STREET	YOUNGSTOWN	OH	44512	341288745	HOSPICE SERVICES	OH	501(c)(3	9	MERCY HEALTH YOUNGSTOWN LLC	false
HUMILITY HOUSE
755 OHLTOWN ROAD	AUSTINTOWN	OH	44515	341894783	NURSING HOME	OH	501(c)(3	9	MERCY HEALTH YOUNGSTOWN LLC	false
ST JOSEPH HEALTH CENTER AUXILIARY
677 EASTLAND SE	WARREN	OH	44484	346556121	FUNDRAISING	OH	501(c)(3	9	MERCY HEALTH YOUNGSTOWN LLC	false
MERCY HEALTH PARTNERS - LOURDES INC
1530 LONE OAK ROAD	PADUCAH	KY	42003	610600313	HOSPITAL	KY	501(c)(3	3	MERCY HEALTH	false
LOURDES HOSPITAL AUXILIARY GIFT SHOP
1530 LONE OAK ROAD	PADUCAH	KY	42003	610927805	FUNDRAISING	KY	501(c)(3	Type I	MERCY HEALTH FOUNDATION	false
MARCUM AND WALLACE MEMORIAL HOSPITAL INC
60 MERCY COURT	IRVINE	KY	40336	610927491	HOSPITAL	KY	501(c)(3	3	MERCY HEALTH PARTNERS - LOURDES INC	false
MERCY HEALTH PARTNERS INC
615 ELSINORE PLACE	CINCINNATI	OH	45202	731627534	MARKET PARENT	TN	501(c)(3	Type I	MERCY HEALTH	false
MERCY HEALTH PARTNERS - NORTHEAST REGION INC
615 ELSINORE PLACE	CINCINNATI	OH	45202	232813196	MARKET PARENT	PA	501(c)(3	Type I	MERCY HEALTH	false
MERCY HOSPITAL OF WILKES-BARRE
746 JEFFERSON AVENUE	SCRANTON	PA	18510	240795625	HOSPITAL	PA	501(c)(3	3	MERCY HEALTH PARTNERS - NORTHEAST REGION INC	false
MERCY HEALTH CARE CENTER
746 JEFFERSON AVENUE	SCRANTON	PA	18510	232322809	HOSPITAL	PA	501(c)(3	3	MERCY HEALTH PARTNERS - NORTHEAST REGION INC	false
HEALTHSPAN PARTNERS
615 ELSINORE PLACE	CINCINNATI	OH	45202	463055925	MARKET PARENT	OH	501(c)(3	Type II	MERCY HEALTH	false
HEALTHSPAN INTEGRATED CARE
1001 LAKESIDE AVE SUITE 1200	CLEVELAND	OH	44114	340922268	HMO	OH	501(c)(3	9	HEALTHSPAN PARTNERS	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt
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
HMHPUSP Surgery Centers LLC
15305 Dallas Pkwy Ste 1600	Addison	TX	75001	271953122	Surgery Center	TX	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	611258960	Surgery Center	KY	NA	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (20 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
CHP INSURANCE LTD
615 ELSINORE PLACE	CINCINNATI	OH	45202	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
AMC PHYSICIANS INC
200 W LORAIN STREET	OBERLIN	OH	44074	371439554	PHYSICIAN SERVICES		NA	C Corporation	false	OH
MERCY HEALTH VENTURES INC
4600 MCAULEY PLACE	CINCINNATI	OH	45242	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
HEALTH DYNAMICS INC
900 E OAK HILL AVENUE	KNOXVILLE	TN	37917	621247729	MEDICAL EQUIPMENT SALES		NA	C Corporation	false	TN
HEALTH VENTURES INC & SUBSIDIARIES
P O BOX 1788	KNOXVILLE	TN	37901	621175587	MEDICAL SERVICES		NA	C Corporation	false	TN
ANNE KILCAWLEY CHRISTMAN FOUNDATION
100 FEDERAL PLAZA EAST	YOUNGSTOWN	OH	44503	356735706	BENEFICIAL TRUST		NA	Trust	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
615 ELSINORE PLACE	CINCINNATI	OH	45202	300810766	CONSULTING		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	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	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	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd