HEALTHSPAN PARTNERS: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: HEALTHSPAN PARTNERS (EIN 46-3055925)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-10-24
IRS object ID: 202522979349301547
Schema version: 2024v5.1
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
Form 990
Schedule A
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-10-24T15:17:41+00:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	991856619	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1000 WILSON BOULEVARD SUITE 1500	AddressLine1Txt
City	ARLINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22209	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	463055925	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HealthSpan Partners	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HEAL	BusinessNameControlTxt
Phone	5139525000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4600 McAuley Place 100	AddressLine1Txt
City	Blue Ash	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45242	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Wael Haidar	PersonNm
Person Title	President & CEO	PersonTitleTxt
Phone	5139525000	PhoneNum
Signature	2025-10-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARY TORRETTA	PreparerPersonNm
PTIN	P00847851	PTIN
Phone	7038477500	PhoneNum
Preparation	2025-10-24	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Wael Haidar	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4600 McAuley Place 100	AddressLine1Txt
City	Blue Ash	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45242	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$180,762,988	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2013	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	The promotion of health in a charitable manner by providing compassionate, high quality affordable healthcare to improve the health of the communities it serves, with emphasis on caring for the poor and underserved.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	335	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$16,840,752	PYProgramServiceRevenueAmt
CY Program Service Revenue	$177,600,929	CYProgramServiceRevenueAmt
PY Investment Income	$2,754,617	PYInvestmentIncomeAmt
CY Investment Income	$3,162,059	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$19,595,369	PYTotalRevenueAmt
CY Total Revenue	$180,762,988	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$38,000,754	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$19,932,738	PYOtherExpensesAmt
CY Other Expenses	$167,955,460	CYOtherExpensesAmt
PY Total Expenses	$19,932,738	PYTotalExpensesAmt
CY Total Expenses	$205,956,214	CYTotalExpensesAmt
PY Revenues Less Expenses	-$337,369	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$25,193,226	CYRevenuesLessExpensesAmt
Total Assets BOY	$618,385,475	TotalAssetsBOYAmt
Total Assets EOY	$2,302,760,329	TotalAssetsEOYAmt
Total Liabilities BOY	$520,288,537	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,150,592,826	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$98,096,938	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$152,167,503	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	The specific purpose for which the corporation is organized is to engage in the delivery, and in activities that further or are in any way related to or associated with the delivery, of health care and related services of every kind, nature and description deemed appropriate by the corporation, provided that the corporation shall do so on a non-discriminatory basis that promotes health for the benefit of the community in a manner consistent with Code Section 501(c)(3).	MissionDesc
Significant New Program Srvc	Yes (true)	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$198,630,273	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$177,600,929	RevenueAmt
Desc	THE PROMOTION OF HEALTH IN A CHARITABLE MANNER BY PROVIDING COMPASSIONATE, HIGH QUALITY AFFORDABLE HEALTHCARE TO IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES, WITH EMPHASIS ON CARING FOR THE POOR AND UNDERSERVED. IN ALIGNMENT WITH THIS, HSP BEGAN OPERATING ACCOUNTABLE CARE ORGANIZATIONS AND CLINICALLY INTEGRATED NETWORKS IN 2024.	Desc
Total Program Service Expenses	$198,630,273	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	Yes (true)	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
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 With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
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	335	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Policies Reference Chapters	false	PoliciesReferenceChaptersInd
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	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Travis Crum	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5139525000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4600 McAuley Place Suite 100	AddressLine1Txt
City	Blue Ash	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45242	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 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	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Jennifer O'Brien JD
Board Vice Chair	3.0	5.0	Yes (X)	Yes (X)	$0	$85,000	$0
Peter F Maddox
Board Chair	3.0	12.0	Yes (X)	Yes (X)	$0	$138,088	$0
Gerard Kells
Board Member (End 05/24)	1.0	5.0	Yes (X)		$0	$75,000	$0
Janet B Reid PhD
Board Member	1.0	5.0	Yes (X)		$0	$0	$0
Joseph O'Shea
Board Member	1.0	5.0	Yes (X)		$0	$76,137	$0
Katherine A Arbuckle CPA
Board Member	1.0	5.0	Yes (X)		$0	$70,000	$0
Katherine W Vestal PhD
Board Member	1.0	5.0	Yes (X)		$0	$70,000	$0
Raja Rajamannar
Board Member	1.0	5.0	Yes (X)		$0	$63,517	$0
Christine E Morris
Board Assistant Secretary	1.0	49.0		Yes (X)	$0	$129,451	$26,255
CHRISTINE O'NEILL
BOARD SECRETARY	1.0	49.0		Yes (X)	$0	$224,420	$17,344
DEBORAH BLOOMFIELD PhD CPA
CFO, Board Treasurer (End 07/24)	2.0	48.0		Yes (X)	$0	$2,563,971	$593,674
TRAVIS CRUM
CFO, Board Treasurer (Beg 07/24)	2.0	48.0		Yes (X)	$0	$1,439,506	$182,372
Wael Haidar MD
President & CEO, HealthSpan Partners	2.0	53.0		Yes (X)	$0	$1,988,113	$551,052
Erin Hurlburt
Chief Medical Officer Population Health	40.0	0			$668,641	$0	$66,317	Yes (X)
JEAN HAYNES
Chief Population Health Officer	49.0	1.0			$935,422	$0	$39,073	Yes (X)
REBECCA HOLLAND
VP and AGC	2.0	38.0			$0	$499,942	$35,101	Yes (X)
AKIL MCCLAY
VP Operations, Population Health	40.0	0			$272,505	$0	$10,836		Yes (X)
Bernadette Parker
Clinical Dir Population Health	40.0	0			$339,190	$0	$26,033		Yes (X)
Christopher Hebert
Medical Director, Clinical Effectiveness	40.0	0			$358,937	$0	$8,842		Yes (X)
Kelli Chovanec
VP Care Coordination Clinical Services	40.0	0			$289,681	$0	$54,804		Yes (X)
MICHAEL KIRITSY
Medical Director, Network Clinical Performance	40.0	0			$282,508	$0	$9,670		Yes (X)
BRIAN SMITH
Former President and CEO, Healthspan Partners	0.0	0.0			$0	$672,008	-$37,007			Yes (X)
Laishy Williams-Carlson
Former CIO - BSMH, HSP & RSFH	0.0	50.0			$0	$954,092	$25,565			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,146,884	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$9,049,245	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,609,931	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	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
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Member Revenue	621400	$735	$735
Program Investment Revenue	900099	$18,057,413	$18,057,413
Payor Incentives	900099	$129,540,586	$129,540,586
I/C Revenue and Assessments	900099	$28,677,933	$28,677,933
Joint Venture Income	900099	$1,142,459	$1,142,459

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$181,803	TotalRevenueColumnAmt
Related Or Exempt Func Income	$181,803	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$177,600,929	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,643,912	TotalRevenueColumnAmt
Exclusion	$2,643,912	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	$518,147	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$518,147	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$518,147	TotalRevenueColumnAmt
Exclusion	$518,147	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

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	$180,762,988	TotalRevenueColumnAmt
Related Or Exempt Func Income	$177,600,929	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$3,162,059	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,094,686	TotalAmt
Program Services	$838,268	ProgramServicesAmt
Management And General	$256,418	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$29,297,033	TotalAmt
Program Services	$24,994,693	ProgramServicesAmt
Management And General	$4,302,340	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,300,072	TotalAmt
Program Services	$1,105,061	ProgramServicesAmt
Management And General	$195,011	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$4,256,742	TotalAmt
Program Services	$3,618,231	ProgramServicesAmt
Management And General	$638,511	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,052,221	TotalAmt
Program Services	$1,744,388	ProgramServicesAmt
Management And General	$307,833	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,605	TotalAmt
Management And General	$4,605	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	-$60,000	TotalAmt
Management And General	-$60,000	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$77,961,577	TotalAmt
Program Services	$76,269,220	ProgramServicesAmt
Management And General	$1,692,357	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	-$152,993	TotalAmt
Program Services	-$130,044	ProgramServicesAmt
Management And General	-$22,949	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,178	TotalAmt
Program Services	$2,701	ProgramServicesAmt
Management And General	$477	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	-$351,992	TotalAmt
Program Services	-$299,193	ProgramServicesAmt
Management And General	-$52,799	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$17,387	TotalAmt
Program Services	$14,779	ProgramServicesAmt
Management And General	$2,608	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$226,665	TotalAmt
Program Services	$192,665	ProgramServicesAmt
Management And General	$34,000	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$90,123,505	TotalAmt
Program Services	$90,123,505	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$6,640	TotalAmt
Program Services	$5,644	ProgramServicesAmt
Management And General	$996	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$79,307	TotalAmt
Program Services	$67,411	ProgramServicesAmt
Management And General	$11,896	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Other expenses	$57,469	$48,848	$8,621
Taxes - Other	$19,967	$16,972	$2,995
Dues, Fees & Memberships	$14,855	$12,627	$2,228
Education	$5,290	$4,497	$793

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	$205,956,214	TotalAmt
Program Services	$198,630,273	ProgramServicesAmt
Management And General	$7,325,941	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$42,197,863	BOYAmt
EOY	$110,004,623	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$41,951	BOYAmt
EOY	$92,340,240	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$461,529,988	BOYAmt
EOY	$459,279,941	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$906,446	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$744,993	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$724,179	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$20,814	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$31,224,184	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$114,615,673	BOYAmt
EOY	$1,608,984,081	EOYAmt

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$618,385,475	BOYAmt
EOY	$2,302,760,329	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$146,481,703	BOYAmt
EOY	$35,258,621	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$373,806,834	BOYAmt
EOY	$2,115,334,205	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$520,288,537	BOYAmt
EOY	$2,150,592,826	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$98,096,938	BOYAmt
EOY	$152,167,503	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$98,096,938	BOYAmt
EOY	$152,167,503	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$618,385,475	BOYAmt
EOY	$2,302,760,329	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$25,193,226	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$927,206	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$78,336,585	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type2	Yes (X)	SupportingOrgType2Ind
IRS Written Determination	Yes (X)	IRSWrittenDeterminationInd
Supported Organizations	2	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
Bon Secours Mercy Health Inc
521301088	3	Yes (true)	$0	$0
HealthSpan Integrated Care
340922268	9	Yes (true)	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	2	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Field	Value	IRS element (for citing)
Majority Dir Trst Supported Org	false	MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part IV, Section C, Line 1 Majority director detail	FormAndLineReferenceDesc
Explanation	Regarding the supported organization Bon Secours Mercy Health, Inc., all the HealthSpan Partners board members also serve on the Bon Secours Mercy Health, Inc. board, and constitute a majority of that supported organization's board. Regarding the supported organization HealthSpan Integrated Care, HealthSpan Partners, as the sole member of HealthSpan Integrated Care, appoints all members of the HealthSpan Integrated Care board and has the authority to fill vacancies and remove board members. HealthSpan Integrated Care decisions involving its mission, vision, values, changes to its articles of incorporation, dissolution, merger, approval of its annual financial plan and significant expenditures, the appointment or removal of the Integrated Care CEO, and other significant operational actions require the approval of HealthSpan Partners. In this manner the supporting organization HealthSpan Partners is responsive to the needs and requirements of the supported organization HealthSpan Integrated Care.	ExplanationTxt

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,027	OtherCostOrOtherBasisAmt
Depreciation	$3,509	DepreciationAmt
Book Value	$6,518	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$149,847	OtherCostOrOtherBasisAmt
Depreciation	$135,551	DepreciationAmt
Book Value	$14,296	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$585,119	OtherCostOrOtherBasisAmt
Depreciation	$585,119	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$20,814	TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

Field	Value	IRS element (for citing)
Desc	Investment in Roper St. Francis Healthcare	Desc
Book Value	$1,608,984,081	BookValueAmt
Method Valuation	C	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$1,608,984,081	TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
Federal Income Taxes
NOTE PAYABLE TO BON SECOURS MERCY HEALTH	$2,115,334,205

Field	Value	IRS element (for citing)
Total Liability	$2,115,334,205	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Other Revenue	$0	OtherRevenueAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$0	RevenueSubtotalAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$0	TotalRevenuePerForm990Amt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$0	ExpensesSubtotalAmt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$0	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	FormAndLineReferenceDesc
Explanation	Schedule D, Part X, Line 2 requires that the organization provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under ASC 740. ASC 740 addresses the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribes a threshold of more-likely-than-not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The adoption of ASC 740 by Bon Secours Mercy Health, Inc. on September 1, 2007 did not have a material impact on BSMH's consolidated financial statements. As the organization does not conduct a separate audit of its financial statements, below is the related statement from the Bon Secours Mercy Health, Inc. consolidated audited financial statements: The Company and most of its subsidiaries (including certain joint venture entities) are exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. Their related income is exempt from federal income tax under Section 501(A). Some of the subsidiaries are taxable entities, and some of the income of the tax-exempt entities is subject to taxation as unrelated business taxable income. The Company and its subsidiaries file U.S. federal income tax returns, and they also file in various state and foreign jurisdictions. The Company accounts for uncertain tax positions in accordance with ASC Topic 740, Income Taxes. The Company accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The Company has determined that no significant unrecognized tax benefits or liabilities exist for the years ended December 31, 2024 and 2023.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Severance Payment	Yes (true)	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 (15 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
BRIAN SMITH
Former President and CEO, Healthspan Partners	$0	$0	$0	$0	$0	$672,008	$0	-$56,675	$0	$19,668	$0	$635,001	$0	$0
TRAVIS CRUM
CFO, Board Treasurer (Beg 07/24)	$0	$503,126	$0	$155,504	$0	$780,876	$0	$146,256	$0	$36,116	$0	$1,621,878	$0	$88,499
DEBORAH BLOOMFIELD PhD CPA
CFO, Board Treasurer (End 07/24)	$0	$1,014,145	$0	$483,250	$0	$1,066,576	$0	$564,266	$0	$29,408	$0	$3,157,645	$0	$625,506
CHRISTINE O'NEILL
BOARD SECRETARY	$0	$171,129	$0	$28,868	$0	$24,423	$0	$6,042	$0	$11,302	$0	$241,764	$0	$0
Christine E Morris
Board Assistant Secretary	$0	$102,631	$0	$0	$0	$26,820	$0	$4,166	$0	$22,089	$0	$155,706	$0	$0
Wael Haidar MD
President & CEO, HealthSpan Partners	$0	$840,737	$0	$414,229	$0	$733,147	$0	$529,255	$0	$21,797	$0	$2,539,165	$0	$536,167
Laishy Williams-Carlson
Former CIO - BSMH, HSP & RSFH	$0	$556,987	$0	$174,115	$0	$222,990	$0	$0	$0	$25,565	$0	$979,657	$0	$0
Erin Hurlburt
Chief Medical Officer Population Health	$434,578	$0	$145,084	$0	$88,979	$0	$42,561	$0	$23,756	$0	$734,958	$0	$0	$0
JEAN HAYNES
Chief Population Health Officer	$509,004	$0	$210,545	$0	$215,873	$0	$8,400	$0	$30,673	$0	$974,495	$0	$0	$0
REBECCA HOLLAND
VP and AGC	$0	$279,823	$0	$89,679	$0	$130,440	$0	$8,400	$0	$26,701	$0	$535,043	$0	$65,482
AKIL MCCLAY
VP Operations, Population Health	$169,204	$0	$82,801	$0	$20,500	$0	$0	$0	$10,836	$0	$283,341	$0	$0	$0
Bernadette Parker
Clinical Dir Population Health	$290,773	$0	$23,039	$0	$25,378	$0	$8,345	$0	$17,688	$0	$365,223	$0	$0	$0
Christopher Hebert
Medical Director, Clinical Effectiveness	$267,127	$0	$51,564	$0	$40,246	$0	$8,400	$0	$442	$0	$367,779	$0	$0	$0
Kelli Chovanec
VP Care Coordination Clinical Services	$218,421	$0	$62,000	$0	$9,260	$0	$23,045	$0	$31,759	$0	$344,485	$0	$0	$0
MICHAEL KIRITSY
Medical Director, Network Clinical Performance	$245,268	$0	$18,690	$0	$18,550	$0	$7,173	$0	$2,497	$0	$292,178	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments	A tax indemnification benefit to cover the income tax incurred on employee recognition awards was paid to two highest compensated employee and one key employee. The entire benefit was treated as taxable compensation.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	The compensation of Wael Haidar, President and CEO, is determined by a related tax-exempt Section 501(c)(3) organization. The determination of their compensation includes a review and approval by independent persons, comparability data, and contemporaneous substantiation of the decision.
Schedule J, Part I, Line 4a Severance or change-of-control payment	Severance Benefits consisting of continuation of base salary and insurance benefits were provided to listed individuals for specified periods. The listed individuals executed releases and waivers of claims in exchange for the severance benefits. Salary continuation amounts provided during the reporting year to listed individuals were as follows: Brian Smith, $672,000.
Schedule J, Part I, Line 4b Terms and Conditions of the HealthSpan System SERP	The HealthSpan 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: Rebecca Holland $0.
Schedule J, Part I, Line 4b Terms and conditions of the Bon Secours Mercy Health System SERP	The Bon Secours Mercy Health System SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. THOSE PAYMENTS THAT ARE NOT YET VESTED DUE TO SUBSTANTIAL RISK OF FORFEITURE ARE INCLUDED IN SCHEDULE J, COLUMN (C) IN ACCORDANCE WITH IRS INSTRUCTIONS. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation IN SCHEDULE J, COLUMN (B)(III) for listed individuals due to SERP participation in the reporting year were as follows: Rebecca Holland, $94,612; Laishy Williams-Carlson, $0; Wael Haidar, MD, $185,122; Deborah Bloomfield, $215,968; Travis Crum, $46,685; Kelli Chovanec, $0; Jean Haynes, $57,893; Erin Hurlburt, $39,277; Akil McClay, $1,631.
Schedule J, Part I, Line 4b Terms and conditions of the Roper St. Francis Healthcare 457(f) Plan	The Roper St. Francis Healthcare 457(f) Plan's purpose is to offer eligible employees of the employer deferred compensation benefits to supplement Eligible Employees' retirement income. The Plan is intended to be a top-hat plan (i.e. an unfunded deferred compensation plan maintained for certain members of a select group of management or highly compensated employees). INDIVIDUAL THAT PARTICIPATED OR RECEIVED A DISTRIBUTION INCLUDE: Laishy Williams-Carlson, $0.
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. 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 includable 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 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 J, Part II, Column (C) REPORTING NEGATIVE DEFERRED COMPENSATION	ANNUAL ACTUARIALLY-DETERMINED CONTRIBUTIONS TO DEFINED BENEFIT PLANS, WHICH ARE BASED ON PRIOR PLAN CONTRIBUTIONS, CHANGES IN INTEREST RATES, THE PRESENT VALUE OF ACCRUED BENEFITS, AND OTHER DATA AND ASSUMPTIONS ABOUT THE FUTURE, MAY, FOR SOME PLAN PARTICIPANTS AND FOR SOME PLAN YEARS, RESULT IN NEGATIVE CONTRIBUTION AMOUNTS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 2 New program services	The corporation began operating accountable care organizations and clinically integrated networks in 2024. The purpose of these activities aligns with the organization's mission to promote the health of the communities it serves through oversight of the provision and support of seamless, integrated healthcare in a manner that promotes high quality care and reduced costs.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	Christine O'Neill, Christine E. Morris, Joseph O'Shea, Katherine Vestal, Gerard Kells, Janet Reid, Jennifer O'Brien, Katherine A. Arbuckle, Peter F. Maddox, Raja Rajamannar, Wael Haidar, Deborah Bloomfield, Travis Crum - Business relationship, The organization's trustees and officers served together on the boards of other organizations within the Bon Secours Mercy Health System ("the System"), as well as joint ventures in which the System had an ownership interest. See Schedule R for a listing of such entities. - Business relationship
Form 990, Part VI, Line 4 Significant changes to organizational documents	In the code of regulations the reserved powers of the board were revised to reflect its authority to approve the annual consolidated strategic plan and the annual consolidated financial plan of the corporation and any wholly owned subsidiary, to exclude the authority to remove, with or without cause, any trustee or director of any first tier subsidiary of Health Select Services, LLC, to expand the scope of approval of any merger to include any merger of the corporation or any wholly owned subsidiary or any transfer by any means of substantially all assets of a wholly owned subsidiary (other than merger with or transfer to another wholly owned subsidiary), to expand the appointment of any independent auditors and the executive compensation review to include any wholly owned subsidiary, and to add a reserve power to approve the creation of any new legal entity that does not adopt one of the corporation's standard model of governance documents. The reserved powers of the CEO were revised to include the power to act under his or her reserved powers on his or her own motion versus after receiving a recommendation of the board. The power of the CEO to approve the annual strategic plan and annual financial plan of a first tier subsidiary was reserved to the corporate board. The reserve power of the CEO was expanded to include the approval of any dissolution or termination of existence of any wholly owned subsidiary (which does not have assets or annual operations in excess of $15M) and to determine the distribution of such non material assets, if any. The reserve power of the CEO was expanded to include the approval of any merger of any wholly owned subsidiary (which does not have assets or annual operations in excess of $15M) or any transfer by any means of substantially all of its assets (other than merger with or transfer to another wholly owned subsidiary). The reserve power of the CEO was expanded to include the approval of any investment by a wholly owned subsidiary in a partially owned subsidiary, as prescribed from time to time by the board in a written document. The power to approve the creation of any new legal entity that adopts the corporation's standard models of governance documents was reserved to the CEO.
Form 990, Part VI, Line 11b Review of form 990 by governing body	The Form 990 is prepared by the BSMH Tax Department and reviewed by an independent accounting firm and management. Once the Form 990 is reviewed 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	BSMH maintains a written and board approved Conflict of Interest Policy. The policy requires board members, officers, directors and key employees to annually disclose interests that could give rise to conflicts. The Integrity and Stewardship Committee (ISC) of the BSMH Board has the ultimate responsibility for Conflict of Interest, including the Policy implementation, compliance monitoring, and enforcement. Through the ISC, the Policy establishes the annual and ongoing requirement to make disclosures. BSMH Compliance Department reviews all Conflict of Interest disclosures to determine if a disclosed matter constitutes a potential Conflict of Interest requiring management intervention. The review constitutes an independent evaluation of all available facts and circumstances by a disinterested party. Potential Conflicts are shared with the disclosing individual's board chair or supervisor ("Leader"), and in collaboration with the BSMH Compliance Department, the Leader will conclude if an actual conflict exists and, if so, determine how it will be managed. Depending on the facts and circumstances, resolutions may include, but are not limited to, ongoing disclosure, recusal from board or committee deliberations and decision, or removal of the conflict. Upon the completion of the annual review process and review with the individual's Leader, the BSMH Compliance Department reviews all potential and actual conflicts and how they will be managed with the ISC Chair for input prior to submission to the ISC. The ISC will review such recommendations and either approve or request changes until approval may be granted. BSMH Board, BSMH Board committees, Bon Secours Mercy Ministries, BMSH Insurance Company, Market Boards, subsidiary Boards, ACO/CIN Boards, and Acute and Ambulatory Pharmacy committees will receive a report of conflicts identified for the respective Board or committee members that includes accountable chair or leader and a summary of the plan for managing or other action(s) taken with respect to the conflict reported.
Form 990, Part VI, Line 19 Required documents available to the public	Governing documents are maintained on the Ohio Secretary of State website and are available upon request. Audited consolidated financial statements are issued annually and are available upon request.
Form 990, Part VIII, Line 2f Other Program Service Revenue	Other Progrm Service Revenue - Total Revenue: 181803, Related or Exempt Function Revenue: 181803, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11g Other Fees	Shared Savings Distributions and Quality Distributions - Total Expense: 66593384, Program Service Expense: 66593384, Management and General Expenses: , Fundraising Expenses: ; Shared Services Assessment - Total Expense: 5145785, Program Service Expense: 4373917, Management and General Expenses: 771868, Fundraising Expenses: ; Consulting - Total Expense: 3060574, Program Service Expense: 2601488, Management and General Expenses: 459086, Fundraising Expenses: ; Maintenance and Service Contracts - Total Expense: 289918, Program Service Expense: 246430, Management and General Expenses: 43488, Fundraising Expenses: ; Medical and Professional Fees - Total Expense: 85810, Program Service Expense: 85810, Management and General Expenses: , Fundraising Expenses: ; Other purchased services - Total Expense: 2786106, Program Service Expense: 2368191, Management and General Expenses: 417915, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Transfers to/from Affiliates - 676138; Non-Controlling Interest - -29631592; Equity Transfers - XXX-XX-XXXX; Total - 78336585;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
HealthSpan Physicians LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	320417416	Physician Practice	OH	$735	-$420,753	HealthSpan Partners
HSP Investment Holdings I LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	881427932	Holding Company	OH	$0	$0	HealthSpan Partners
Health Select Services LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	473682702	PHSO	OH	$0	$0	HealthSpan Partners
Hampton Roads CIN LLC
5818 Harbour View Blvd	Suite A1	Suffolk	VA	23435	854343543	Care Coordination	VA	$158,433	$0	Health Select Services LLC
Hampton Roads Good Help ACO LLC
7007 Harbour View Blvd		Suffolk	VA	23435	813119739	Accountable Care Organization	VA	$14,636,038	$36,770,916	Health Select Services LLC
Health Partners of Bon Secours St Francis LLC
One St Francis Drive		Greenville	SC	29601	814408628	Healthcare	SC	$3,754,524	$0	Health Select Services LLC
Health Select Services FL ACO LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	992147978	Accountable Care Organization	OH	$0	$0	Health Select Services LLC
Mercy Health Select LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	454482083	Accountable Care Organization	OH	$210,831,392	$153,714,344	Health Select Services LLC
Richmond Good Help ACO LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	813119802	Accountable Care Organization	VA	-$16,231	$0	Mercy Health Select LLC
Richmond CIN LLC
5875 Bremo Road	Suite 710B	Richmond	VA	23226	814161677	Care Coordination	VA	$1,826,609	-$775,283	Health Select Services LLC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (53 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	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	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
Bon Secours Mercy Health Inc
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	521301088	HEALTHCARE SYSTEM PARENT	MD	501(c)(3)	3	NA	false
Bon Secours Baltimore Community Works Inc
26 North Fulton Avenue		Baltimore	MD	21223	521732800	Grant Making Foundation	MD	501(c)(3)	7	Bon Secours Mercy Health Inc	false
Bon Secours Ireland DAC
						Local System Parent Org.		501(c)(3)	Type III-FI	Bon Secours Mercy Health Inc	false	College Road	Cork	EI	T12DV56	EI
BON SECOURS MERCY HEALTH FOUNDATION
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	201072726	FUNDRAISING	OH	501(c)(3)	7	Bon Secours Mercy Health Inc	false
Bon Secours New Jersey Health System Inc
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	222754781	Local System Parent Org.	NJ	501(c)(3)	Type III-FI	Bon Secours Mercy Health Inc	false
Bon Secours New York Health System Inc
2975 Independence Avenue		Bronx	NY	10463	912135196	Local System Parent Org.	NY	501(c)(3)	Type I	Bon Secours Mercy Health Inc	false
Bon Secours St Francis Health System Inc
1 St Francis Drive		Greenville	SC	29601	582504528	Local System Parent Org.	SC	501(c)(3)	Type III-FI	Bon Secours Mercy Health Inc	false
COMMUNITY MERCY HEALTH SYSTEM
100 Medical Center Drive		SPRINGFIELD	OH	45504	300272454	MARKET PARENT	OH	501(c)(3)	Type III-FI	Bon Secours Mercy Health Inc	false
HEALTHSPAN PARTNERS
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	463055925	MARKET PARENT	OH	501(c)(3)	Type II	Bon Secours Mercy Health Inc	false
MERCY HEALTH RETIREMENT TRUST
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	316046304	RETIREMENT TRUST	OH	501(c)(3)	7	Bon Secours Mercy Health Inc	false
Mercy Health Services
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	251585441	Local System Parent Org.	PA	501(c)(3)	Type III-FI	Bon Secours Mercy Health Inc	false
St Francis Physician Services Inc
One St Francis Drive		Greenville	SC	29601	134290167	Physician Services	SC	501(c)(3)	10	Bon Secours Mercy Health Medical Group LLC	false
Bon Secours Medical Group Greenville Specialty Care LLC
1 St Francis Drive		Greenville	SC	29601	850988160	Physician Services	SC	501(c)(3)	10	Bon Secours Mercy Health Medical Group LLC	false
Bon Secours - Stuart Circle Hospital Inc
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	541740128	Health Care	VA	501(c)(3)	3	Bon Secours Richmond Health System	false
Laburnum Properties
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	521260700	Title Holding Company	VA	501(c)(2)		Bon Secours Richmond Health System	false
IVNA Health Services
5008 Monument Avenue		Richmond	VA	23230	541479847	Home Care Services	VA	501(c)(3)	10	Bon Secours Home Care LLC	false
Bayley Properties
7007 Harbour View Blvd		Suffolk	VA	23435	541424748	Title Holding Company	VA	501(c)(2)		Maryview Hospital LLC	false
LOURDES HOSPITAL AUXILIARY GIFT SHOP
1530 LONE OAK ROAD		PADUCAH	KY	42003	610927805	FUNDRAISING	KY	501(c)(3)	10	Mercy Health - Lourdes Hospital LLC	false
C H HEALTH SERVICES COMPANY
100 Medical Center Drive		SPRINGFIELD	OH	45504	311181984	HOSPITAL	OH	501(c)(3)	3	COMMUNITY MERCY HEALTH SYSTEM	false
COMMUNITY MERCY HEALTH PARTNERS
100 Medical Center Drive		SPRINGFIELD	OH	45504	310785684	HOSPITAL	OH	501(c)(3)	3	COMMUNITY MERCY HEALTH SYSTEM	false
THE WALLACE S MURRAY AND FRANCES RABBITTS MURRAY MEMORIAL TRUST
100 Medical Center Drive		SPRINGFIELD	OH	45504	346827136	INDIGENT MEDICAL CARE	OH	501(c)(3)	Type I	NA	false
SIMON OUTREACH SERVICES
2600 NAVARRE AVENUE		OREGON	OH	43616	341383325	MEDICAL OFFICE RENTAL	OH	501(c)(3)	10	MERCY HEALTH NORTH LLC	false
MERCY PROPERTY HOLDINGS
2200 JEFFERSON AVENUE		TOLEDO	OH	43604	300699825	TITLE HOLDING COMPANY	OH	501(c)(2)		MERCY HEALTH NORTH LLC	false
MERCY COLLEGE OF OHIO
2221 MADISON AVENUE		TOLEDO	OH	43604	341726619	MEDICAL COLLEGE	OH	501(c)(3)	2	MERCY HEALTH - ST VINCENT MEDICAL CENTER LLC	false
HOSPICE OF THE VALLEY
5190 MARKET STREET		YOUNGSTOWN	OH	44512	341288745	HOSPICE SERVICES	OH	501(c)(3)	10	MERCY HEALTH YOUNGSTOWN LLC	false
HUMILITY HOUSE
755 OHLTOWN ROAD		AUSTINTOWN	OH	44515	341894783	NURSING HOME	OH	501(c)(3)	10	MERCY HEALTH YOUNGSTOWN LLC	false
THE ASSUMPTION VILLAGE
9800 N MARKET STREET		NORTH LIMA	OH	44452	341013695	NURSING HOME	OH	501(c)(3)	10	MERCY HEALTH YOUNGSTOWN LLC	false
NEW VISION MEDICAL LABORATORIES INC
750 W HIGH ST STE 400		LIMA	OH	45801	341937267	MEDICAL LAB SERVICES	OH	501(c)(3)	3	MERCY HEALTH - ST RITA'S MEDICAL CENTER LLC	false
ALLEN MEDICAL CENTER MEDICAL OFFICE BUILDING
200 WEST LORAIN ST		OBERLIN	OH	44074	364504991	MEDICAL OFFICE RENTAL	OH	501(c)(3)	10	MERCY HEALTH - ALLEN HOSPITAL LLC	false
COMMUNITY HEALTH PARTNERS PHYSICIANS OFFICE BUILDINGS
3700 KOLBE ROAD		LORAIN	OH	44053	341268828	MEDICAL OFFICE RENTAL	OH	501(c)(3)	10	MERCY HEALTH - REGIONAL MEDICAL CENTER LLC	false
St Francis Hospital Inc
One St Francis Drive		Greenville	SC	29601	582504530	Hospital	SC	501(c)(3)	3	Bon Secours St Francis Health System Inc	false
Bon Secours Housing II Inc
26 North Fulton Avenue		Baltimore	MD	21223	521543174	Low Income Housing	MD	501(c)(3)	10	Bon Secours Baltimore Community Works Inc	false
Bon Secours Housing Inc
26 North Fulton Avenue		Baltimore	MD	21223	521442707	Low Income Housing	MD	501(c)(3)	10	Bon Secours Baltimore Community Works Inc	false
Liberty Medical Center
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	521466304	Health Care	MD	501(c)(3)	3	Bon Secours Baltimore Community Works Inc	false
Our Money Place Inc
26 North Fulton Avenue		Baltimore	MD	21223	562306119	Financial services education	MD	501(c)(3)	10	Bon Secours Baltimore Community Works Inc	false
Unity Properties Inc
26 North Fulton Avenue		Baltimore	MD	21223	521857768	Low Income Housing	MD	501(c)(3)	7	Bon Secours Baltimore Community Works Inc	false
Bon Secours Baltimore Development Inc
26 North Fulton Avenue		Baltimore	MD	21223	760785344	Community Housing	MD	501(c)(3)	7	Unity Properties Inc	false
HEALTHSPAN INTEGRATED CARE
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	340922268	HMO	OH	501(c)(3)	10	HEALTHSPAN PARTNERS	Yes (true)
Roper St Francis Healthcare
8536 Palmetto Commerce Pkwy	Suite 201	Ladson	SC	29456	570831165	Local System Parent Org.	SC	501(c)(3)	3	HEALTHSPAN PARTNERS	Yes (true)
Bon Secours - St Francis Xavier Hospital Inc
2095 Henry Tecklenburg Drive		Charleston	SC	29414	571067254	Hospital	SC	501(c)(3)	3	Roper St Francis Healthcare	false
Clinical Biotechnology Research Institute at RSFH
8536 Palmetto Commerce Pkwy	Suite 201	Ladson	SC	29456	475407453	Healthcare	SC	501(c)(3)	4	Roper St Francis Healthcare	false
Roper Hospital Inc
316 Calhoun Street		Charleston	SC	29401	570828733	Hospital	SC	501(c)(3)	3	Roper St Francis Healthcare	false
Roper St Francis Foundation
8536 Palmetto Commerce Pkwy	Suite 201	Ladson	SC	29456	571068509	Fundraising	SC	501(c)(3)	Type I	Roper St Francis Healthcare	false
Roper St Francis Hospital - Berkeley Inc
100 Callen Blvd		Summerville	SC	29486	263710229	Hospital	SC	501(c)(3)	3	Roper St Francis Healthcare	false
Roper St Francis Mount Pleasant Hospital
3500 Highway 17 North		Mount Pleasant	SC	29466	570360499	Hospital	SC	501(c)(3)	3	Roper St Francis Healthcare	false
Roper St Francis Physicians Network
8536 Palmetto Commerce Pkwy	Suite 201	Ladson	SC	29456	262946628	Physician Services	SC	501(c)(3)	10	Roper St Francis Healthcare	false
Roper St Francis Ancillary Services
125 Doughty St Suite 760	Suite 201	Charleston	SC	29403	882224618	Supporting Organization	SC	501(c)(3)	10	Roper St Francis Healthcare	false
BSHS Member 2 Limited
						Holding Company		501(c)(3)		Bon Secours Ireland DAC	false	College Road	Cork	EI	T12DV56	EI
BSHS Member 3 Limited
						Holding Company		501(c)(3)		Bon Secours Ireland DAC	false	College Road	Cork	EI	T12DV56	EI
Bon Secours Health System CLG
						Hospital		501(c)(3)	3	Bon Secours Ireland DAC	false	College Road	Cork	EI	T12DV56	EI
Frances Schervier Home and Hospital
2975 Independence Avenue		Bronx	NY	10463	131740397	Long term nursing care	NY	501(c)(3)	10	Bon Secours NY Health System	false
St Mary Hospital Inc
308 Willow		Hoboken	NJ	07030	221487324	Hospital	NJ	501(c)(3)	3	Bon Secours New Jersey Health System Inc	false
Pennsylvania Health Choice Plan
4600 McAuley Place	Suite 100	Blue Ash	OH	45242		Health Care	PA	501(c)(3)	10	Mercy Health Services	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (37 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt
Broad64 Imaging LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	205886018	Imaging Services	VA	NA	N/A
Memorial Ambulatory Surgery Center LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	593813233	Ambulatory Surgery Center	VA	NA	N/A
Richmond Radiation Oncology Center I LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	208444551	Radiation Oncology Services	VA	NA	N/A
RI LP
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	541708835	Imaging Services	VA	NA	N/A
Chesterfield Community Healthcare MOB I LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	541745670	Real Estate	VA	NA	N/A
St Mary's MRI Center LP
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	541568022	Imaging Services	VA	NA	N/A
Mary Immaculate Ambulatory Surgery Center LLC
12720 McManus Blvd	Ste 103	Newport News	VA	23602	200485202	Ambulatory Surgery Center	VA	NA	N/A
Harbour View MOB 2 LLC
5818 Harbour View Blvd Suite A1		Suffolk	VA	23435	822484997	Real Estate	VA	NA	N/A
Community Mercy Home Care Services of Springfield LLC
1700 Edison Drive		Milford	OH	45150	311746556	Home Care	OH	NA	N/A
Urologic Oncology of Mahoning Valley LLC
1044 Belmont Ave		Youngstown	OH	44501	262989686	Radiation Therapy	OH	NA	N/A
Waterville Medical Center LLC
5901 Monclova Road		Maumee	OH	43537	320160784	Real Estate	OH	NA	N/A
Vascular Institute of Northwest Ohio LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	991855785	Surgery Center	OH	NA	N/A
West Central Ohio Group Ltd
801 Medical Drive		Lima	OH	45804	341848147	Orthopedic Hospital	OH	NA	N/A
Bon Secours Place at St Petersburg LLP
10300 Fourth Street North		St Petersburg	FL	33716	593589729	Assisted Living/Senior Care	FL	NA	N/A
Bon Secours Apartments Consolidated GP LLC
1800 West Baltimore St		Baltimore	MD	21223	850795104	Low Income Housing	MD	NA	N/A
Bon Secours Apartments Consolidated LP
1800 West Baltimore St		Baltimore	MD	21223	850766183	Low Income Housing	MD	NA	N/A
Bon Secours Apartments II LP
1800 West Baltimore St		Baltimore	MD	21223	522063512	Low Income Housing	MD	NA	N/A
Bon Secours Apartments III LP
1800 West Baltimore St		Baltimore	MD	21223	522134444	Low Income Housing	MD	NA	N/A
Bon Secours Apartments LP
1800 West Baltimore St		Baltimore	MD	21223	521952502	Low Income Housing	MD	NA	N/A
Bon Secours Benet House LLC
26 North Fulton Ave		Baltimore	MD	21223	463055312	Low Income Housing	MD	NA	N/A
Bon Secours Benet House LP
26 North Fulton Ave		Baltimore	MD	21223	364765400	Low Income Housing	MD	NA	N/A
Bon Secours Chesapeake Apartments LP
26 North Fulton Ave		Baltimore	MD	21223	200107034	Low Income Housing	MD	NA	N/A
Bon Secours Gibbons Apartments LP
26 North Fulton Ave		Baltimore	MD	21223	472322323	Low Income Housing	MD	NA	N/A
Bon Secours New Shiloh II Limited Partnership
26 North Fulton Ave		Baltimore	MD	21223	820655142	Low Income Housing	MD	NA	N/A
Bon Secours New Shiloh III Limited Partnership
26 North Fulton Ave		Baltimore	MD	21223	994996698	Low Income Housing	MD	NA	N/A
Bon Secours Shiloh LP
26 North Fulton Ave		Baltimore	MD	21223	203965243	Low Income Housing	MD	NA	N/A
Bon Secours Smallwood Summit LP
26 North Fulton Ave		Baltimore	MD	21223	522280175	Low Income Housing	MD	NA	N/A
Bon Secours Wayland LP
26 North Fulton Ave		Baltimore	MD	21223	270468688	Low Income Housing	MD	NA	N/A
Liberty Senior Housing LP
1800 West Baltimore St		Baltimore	MD	21223	522134447	Low Income Housing	MD	NA	N/A
Lowcountry Surgery Center LLC dba Roper St Francis Eye Center
8536 Palmetto Commerce Pkwy	Suite 210	Ladson	SC	29456	581693021	Ambulatory Surgery Center	SC	NA	N/A
BON SECOURS MERCY HEALTH INNOVATIONS LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	820639499	BUSINESS DEVELOPMENT	OH	NA	N/A
Nordic Holdings LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	881682215	Holding company	DE	NA	N/A
Catherine JV LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	922006580	Holding company	DE	NA	N/A
BSMH-CSP Surgical Ventures LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	874579472	Holding company	SC	NA	N/A
BSMH-CSP SV DE LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	923546169	Holding company	DE	NA	N/A
Strive BSMH LLC
4600 McAuley Place	Suite 100	Blue Ash	OH	45242	881628696	Holding company	SC	NA	N/A
RSFH - ATI Physician Therapy
125 Doughty St Ste 760		Charleston	SC	29403	474797980	Physical Therapy	SC	NA	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (48 entries)

Address Line1ForeignAddress/AddressLine1Txt	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Legal Domicile StateLegalDomicileStateCd	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	CityForeignAddress/CityNm	Address Line2ForeignAddress/AddressLine2Txt
BON SECOURS MERCY HEALTH INSURANCE COMPANY (SPC) LTD
PO Box 10073	Grand Cayman	CJ	KY11001	980621978	SELF-INSURANCE	CJ	NA	C Corporation	false
Bon Secours - Venice Healthcare Corporation
				650597937	Inactive		NA	C Corporation	false	4600 McAuley Place	Suite 100	Blue Ash	OH	45242	FL
MERCY HEALTH VENTURES INC
				311185477	DIVERSIFIED ACTIVITIES		NA	C Corporation	false	4600 McAuley Place	Suite 100	Blue Ash	OH	45242	OH
Bon Secours-Virginia Healthsource Inc
				541417686	Ambulatory Healthcare Services		NA	C Corporation	false	4600 McAuley Place	Suite 100	Blue Ash	OH	45242	VA
Richmond Radiation Oncology Center Inc
				541570244	Ambulatory Healthcare Services		NA	C Corporation	false	4600 McAuley Place	Suite 100	Blue Ash	OH	45242	VA
Richmond MRI Inc
				541568452	Medical Services		NA	C Corporation	false	4600 McAuley Place	Suite 100	Blue Ash	OH	45242	VA
Chesterfield Community Healthcare Center Inc
				541812738	Ambulatory Healthcare Services		NA	C Corporation	false	4600 McAuley Place	Suite 100	Blue Ash	OH	45242	VA
RHS Management Corp
				541313425	Independent Living Facility		NA	C Corporation	false	4600 McAuley Place	Suite 100	Blue Ash	OH	45242	VA
Professional Health Care Management Services Inc
				541241031	Administrative		NA	C Corporation	false	150 Kingsley Lane		Norfolk	VA	23505	VA
Maryview Building Corporation
				541306612	Administrative		NA	C Corporation	false	3636 High Street		Portsmouth	VA	23707	VA
Bon Secours - Tidewater Diversified Inc
				541431826	Pharmacy		NA	C Corporation	false	160 Kingsley Lane		Norfolk	VA	23505	VA
OSF Inc
				541369919	Rental		NA	C Corporation	false	2 Bernadine Drive		Newport News	VA	23602	VA
Harbour View Station West Mixed-Use Property Owners Association Inc
					REAL PROPERTY MGMNT		NA	C Corporation	false	1128 Independence Blvd	Ste 200	Virginina Beach	VA	23455	VA
NORTHPARKE MEDICAL COMMONS CONDO ASSN
				311391230	REAL PROPERTY MGMNT		NA	C Corporation	false	333 N LIMESTONE ST		SPRINGFIELD	OH	45503	OH
RALPH EWE TRUST
				346866422	BENEFICIAL TRUST		NA	Trust	false	270 PARK AVENUE		NEW YORK	NY	10017	NY
ELIZABETH HINES CATES TRUST
				346515678	BENEFICIAL TRUST		NA	Trust	false	PNC 1900 E 9TH ST		CLEVELAND	OH	44114	OH
WILLIS PARK TRUST
				346519904	BENEFICIAL TRUST		NA	Trust	false	PNC 1900 E 9TH ST		CLEVELAND	OH	44114	OH
ERMA GIBSON BALDWIN TRUST
				346515566	BENEFICIAL TRUST		NA	Trust	false	PNC 1900 E 9TH ST		CLEVELAND	OH	44114	OH
MCAULEY MANAGEMENT SERVICES INC
				341379037	PROPERTY RENTAL		NA	C Corporation	false	730 W MARKET STREET		LIMA	OH	45801	OH
LIMA MEDICAL SUPPLIES INC
				340944477	MEDICAL EQUIPMENT		NA	C Corporation	false	730 W MARKET STREET		LIMA	OH	45801	OH
COMMUNITY HEALTH PARTNERS ENTERPRISES INC
				341455525	HOLDING COMPANY		NA	C Corporation	false	3700 KOLBE ROAD		LORAIN	OH	44053	OH
Optimum Health Network Inc
				570973524	Healthcare Services		NA	C Corporation	false	One St Francis Drive		Greenville	SC	29601	SC
Bon Secours-Florida Integrated Services Inc
				650779777	Holding Company/Assisted Living		NA	C Corporation	false	10300 Fourth Street North		St Petersburg	FL	33716	FL
Unity Housing Inc
				521952507	Low Income Housing		NA	C Corporation	false	26 North Fulton Avenue		Baltimore	MD	21223	MD
Bon Secours Wayland LLC
				270468561	Low Income Housing		NA	C Corporation	false	26 North Fulton Avenue		Baltimore	MD	21223	MD
Bon Secours New Shiloh II LLC
				820631206	Low Income Housing		NA	C Corporation	false	26 North Fulton Avenue		Baltimore	MD	21223	MD
Bon Secours New Shiloh III LLC
				993732458	Low Income Housing		NA	C Corporation	false	26 North Fulton Avenue		Baltimore	MD	21223	MD
HEALTHSPAN INC
				311431434	INSURANCE		HealthSpan Partners	C Corporation	Yes (true)	225 PICTORIA DR		CINCINNATI	OH	45246	OH	$129,002	$4,590,477	1
HEALTHSPAN SOLUTIONS INC
				300810766	CONSULTING		HealthSpan Partners	C Corporation	Yes (true)	4600 McAuley Place	Suite 100	Blue Ash	OH	45242	OH	$0	$0	1
HealthSpan Partners Innovations Inc
				921571589	HEALTHCARE SERVICES		HealthSpan Partners	C Corporation	Yes (true)	4600 McAuley Place	Suite 100	Blue Ash	OH	45242	OH	$21,285,494	$1,420,867	1
Barringtons Hospital Limited
Georges Quay		EI	V94HE2T		Hospital	EI	NA	C Corporation	false										Limerick
Bon Secours Hospital Limerick Dev Co Limited
Georges Quay		EI	V94HE2T		REAL PROPERTY MGMNT	EI	NA	C Corporation	false										Limerick
Bon Secours New York Housing Development Fund Corporation
				472224316	Low Income Housing		NA	C Corporation	false	2975 Independence Avenue		Bronx	NY	10463	NY
CareAlliance Medical Services Corporation
				571012837	Inactive		NA	C Corporation	false	8536 Palmetto Commerce Pkwy	Suite 210	Ladson	SC	29456	SC
Bon Secours Mercy Health Innovations Inc
				882709441	Holding Company		NA	C Corporation	false	4600 McAuley Place	Suite 100	Blue Ash	OH	45242	OH
Nordic Consulting Group Incorporated
				460986119	Holding Company		NA	C Corporation	false	2601 W Beltline Hwy	Ste 600	Madison	WI	53713	DE
Nordic Consulting Partners Inc
				271633363	Healthcare Consulting		NA	C Corporation	false	2601 W Beltline Hwy	Ste 600	Madison	WI	53713	WI
S & P Consultants Inc
				043401307	Healthcare Consulting		NA	C Corporation	false	15 Braintree Hill Office Park	Ste 102	Braintree	MA	02184	MA
Healthtech Inc
144 Front Street West 300	Ontario	CA	M5J2l7		Healthcare Consulting	CA	NA	C Corporation	false										Toronto
Tasman Global Holdings BV
Eerste Jacob van Campenstraat 46-H		NL	1072BG		Healthcare Consulting	NL	NA	C Corporation	false										Amsterdam
Tasman Global Healthcare Ireland Limited
Marine House 5th Floor		EI	D02FY24		Healthcare Consulting	EI	NA	C Corporation	false										Dublin	Clanwilliam Place
Tasman Global Singapore Pte Ltd
160 Robinson Road 14-04		SN	068914		Healthcare Consulting	SN	NA	C Corporation	false											Singapore Business Center
Tasman Group LLC
				822997174	Healthcare Consulting		NA	C Corporation	false	2876 Guardian Lane		Virginia Beach	VA	23452	VA
Tasman Group Limited
6 Bevis Marks 15th Floor		UK	EC3A7BA		Healthcare Consulting	UK	NA	C Corporation	false										London
Hygeian Consulting Ltd
The Bower 6th Floor 207 Old Stree		UK	EC1V9NR		Healthcare Consulting	UK	NA	C Corporation	false										London
Tasman Global Switzerland GmbH
Hunenbergstrasse 4		SZ	6006		Healthcare Consulting	SZ	NA	C Corporation	false										Lucerne
Tasman Global Norway AS
Kaakon VIIs Gate 10		NO	0160		Healthcare Consulting	NO	NA	C Corporation	false										Oslo
Nordic Philippines Technology Solutions Inc
15/F One Ayala East Tower EDSA		RP	1226		Healthcare Consulting	RP	NA	C Corporation	false										Makati	Corner Ayala Avenue San Lorenzo

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Roper St Francis Healthcare
S	$17,272,985	GAAP
Roper St Francis Healthcare
D	$461,529,988	GAAP
Roper St Francis Healthcare
B	$399,000,000	GAAP