Nonprofit · EIN 20-1072726
BON SECOURS MERCY HEALTH FOUNDATION
Tax-exempt · BLUE ASH, OH 45242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $87,017,211 | $51,960,519 | $35,056,692 | $436,921,435 | $7,252,657 | $429,668,778 |
| December 31, 2023 | 990 | $49,912,263 | $54,079,999 | -$4,167,736 | $374,534,060 | $20,295,100 | $354,238,960 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $71,067,702
- of which government grants
- $3,469,654
- Program service revenue
- $0
- Investment income
- $16,327,665
- Net rental income
- $86,652
- Net gain from sales of assets
- $4,974,417
- Net income from fundraising events
- -$464,808
- Other revenue
- -$378,156
Expenses
- Grants and similar amounts paid
- $33,713,099
- Compensation of officers, directors and key employees
- $567,439
- Other salaries and wages
- $10,940,480
- Salaries, compensation and benefits (total)
- $14,112,809
- Professional fundraising fees
- $0
- Legal fees
- $12,952
- Occupancy
- $954,212
- Travel
- $454,222
- Depreciation
- $90,216
- Program services (functional)
- $33,713,099
- Management and general (functional)
- $8,840,869
- Fundraising (functional)
- $9,406,551
Balance sheet and other
- Total assets, start of year
- $374,534,060
- Total assets, end of year
- $436,921,435
- Total liabilities, end of year
- $7,252,657
- Net assets, end of year
- $429,668,778
- Land, buildings and equipment
- $3,654,549
- Net assets without donor restrictions
- $192,951,399
- Net assets with donor restrictions
- $236,717,379
- Gross receipts
- $90,467,378
- Employees
- 94
- Volunteers
- 300
- Year formed
- 2004
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL BEZNEY JD | Board Member, Chief Legal Officer & General Counsel Trustee or director | 1 | $0 | $2,479,847 | $38,107 |
| TRAVIS CRUM | Former Treasurer, BSMH CFO Former | 0 | $0 | $1,439,506 | $182,372 |
| Timothy Koder | Board Member, Foundation President Trustee or director, Officer | 40 | $529,772 | $0 | $37,667 |
| BRAD BLANDIN | VP, Charitable Estate and Gift Planning Highest-paid employee | 40 | $266,270 | $0 | $59,539 |
| Eric Lemen | VP, Foundation Solutions Highest-paid employee | 40 | $276,476 | $0 | $37,141 |
| Ann Carpin | Richmond Foundation President Highest-paid employee | 40 | $266,536 | $0 | $35,985 |
| Paul Homick | Youngstown Foundation President Highest-paid employee | 40 | $265,193 | $0 | $35,323 |
| Scott Pember | Lorain Foundation President Highest-paid employee | 40 | $257,215 | $0 | $32,474 |
| Becky Sittason | Former Secretary, System Director Donor Engagement Former | 40 | $222,193 | $0 | $18,720 |
| Floyd Trouten | Vice Chair (Beg 01/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| John H Harris III | Board Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Lynn Hammerstrom | Secretary (Beg 01/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Michael Bice | Treasurer (Beg 01/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Betsy Lambert | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Germaine Bennett | Board Member Trustee or director | 1 | $0 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeannine Stephenson Buffong | Board Member Trustee or director | 1 | $0 |
| Jennifer Yeagley | Board Member Trustee or director | 1 | $0 |
| John Burns | Board Member Trustee or director | 1 | $0 |
| John Sharp | Board Member (Beg 01/24) Trustee or director | 1 | $0 |
| Karen M Johnson | Board Member Trustee or director | 1 | $0 |
| Linda Rigsby ESQ | Board Member Trustee or director | 1 | $0 |
| Robert Matthews | Board Member Trustee or director | 1 | $0 |
| Sr Fran Repka | Board Member Trustee or director | 1 | $0 |
| Sr Millie Ely | Board Member Trustee or director | 1 | $0 |
| Sr Patricia Eck CBS | Board Member Trustee or director | 1 | $0 |
| Steven S Savage | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL BEZNEY JD | Board Member, Chief Legal Officer & General Counsel Trustee or director | 1 | $0 | $1,802,346 | $337,038 |
| TRAVIS CRUM | Former Treasurer, SVP Finance - BSMH Former | 0 | $0 | $671,623 | $126,630 |
| Timothy Koder | Board Member, Foundation President Trustee or director, Officer | 40 | $508,322 | $0 | $29,746 |
| PAUL HOMICK | Youngstown Foundation President Highest-paid employee | 40 | $289,115 | $0 | $30,006 |
| ANN CARPIN | Richmond Foundation President Highest-paid employee | 40 | $255,656 | $0 | $57,594 |
| Eric Lemen | VP, Foundation Solutions Highest-paid employee | 40 | $276,733 | $0 | $35,284 |
| Erik Whaley | VP, BSSFHS Foundation Highest-paid employee | 40 | $256,433 | $0 | $54,185 |
| BRADLEY BLANDIN | VP, Charitable Estate & Gift Planning Highest-paid employee | 40 | $241,812 | $0 | $51,530 |
| JONATHAN LABBE | Former Board President, Cincinnati Foundation President Former | 40 | $221,737 | $0 | $13,535 |
| Becky Sittason | Former Secretary, System Director Donor Engagement Former | 40 | $212,288 | $0 | $14,216 |
| Michael McQueary | Former Secretary, Asst General Counsel Former | 0 | $0 | $158,763 | $23,090 |
| Floyd Trouten | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GERMAINE BENNETT | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN H HARRIS III | Board Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SR MILDRED ELY HM | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Betsy Lambert | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Dexter Shurney | Board Member (End 11/23) Trustee or director | 1 | $0 | $0 | $0 |
| Jeannine Stephenson Buffong | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Jennifer Yeagley | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| JOHN Burns | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Karen M Johnson | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Linda Rigsby ESQ | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Lynn Hammerstorm | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL BICE | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Robert Matthews | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Sr Fran Repka | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| SR PATRICIA A ECK CBS | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Steven S Savage | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| JACQUELINE DALEY-PERRIN | LIMA REGION FOUNDATION PESIDENT | 40 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4600 MCAULEY PL STE 100, BLUE ASH, OH 45242-4769
- Principal officer (990 for 2024)
- Timothy Koder, 4600 McAuley Pl Ste 100, Blue Ash, OH 45242
- Signed the 990
- Timothy Koder, President
- Phone
- (513) 952-4999
- Website
- https://giveBSMH.org
Mission
To carry out the charitable and educational purposes of Bon Secours Mercy Health by providing grants in support of programs that carry out its charitable mission.
Program accomplishments
- The Bon Secours Mercy Health Foundation coordinates charitable giving for all hospitals, facilities, programs and services operated by Bon Secours Mercy Health. As a non-profit health care ministry, we depend on generous donors to keep providing the best health care in every community we serve. BON SECOURS MERCY HEALTH FOUNDATION AWARDED $33,674,757 IN GRANTS DURING 2024 TO PROGRAMS THAT ADDRESS THE HEALTHCARE NEEDS OF PERSONS WHO ARE POOR AND UNDERSERVED.Expenses $33,713,099 · grants $33,713,099
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1072726
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X12)
- Assets (IRS master file)
- $436,921,435
- Income (IRS master file)
- $90,467,378
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $87,017,211 | $51,960,519 | $436,921,435 | XML |
| 990 | December 2023 | $49,912,263 | $54,079,999 | $374,534,060 | XML |
| 990 | December 2022 | $63,081,435 | $58,640,400 | $348,615,696 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1072726).
Questions about BON SECOURS MERCY HEALTH FOUNDATION
- What is the EIN of BON SECOURS MERCY HEALTH FOUNDATION?
- The employer identification number (EIN) of BON SECOURS MERCY HEALTH FOUNDATION is 20-1072726.
- Is BON SECOURS MERCY HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to BON SECOURS MERCY HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BON SECOURS MERCY HEALTH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BON SECOURS MERCY HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BON SECOURS MERCY HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BON SECOURS MERCY HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 names Timothy Koder.
- Who are the officers and directors of BON SECOURS MERCY HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 26 people; 7 received compensation from the organization.
- How much revenue does BON SECOURS MERCY HEALTH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $87,017,211, expenses of $51,960,519 and total assets of $436,921,435 at year end.
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