Nonprofit · EIN 52-1301088
BON SECOURS MERCY HEALTH INC
Tax-exempt · BLUE ASH, OH 45242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,537,795,267 | $11,229,979,856 | $307,815,411 | $14,409,463,446 | $7,046,229,996 | $7,363,233,450 |
| December 31, 2023 | 990 | $8,710,340,168 | $9,002,797,483 | -$292,457,315 | $12,925,978,159 | $8,705,860,041 | $4,220,118,118 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $104,271,893
- of which government grants
- $78,626,424
- Program service revenue
- $10,999,326,410
- Investment income
- $381,499,618
- Net rental income
- $28,684,886
- Net gain from sales of assets
- $184,496,485
- Other revenue
- $52,697,346
Expenses
- Grants and similar amounts paid
- $46,530,699
- Compensation of officers, directors and key employees
- $39,102,077
- Other salaries and wages
- $3,625,374,107
- Salaries, compensation and benefits (total)
- $4,810,718,056
- Professional fundraising fees
- $0
- Legal fees
- $4,587,079
- Accounting fees
- $5,465,673
- Occupancy
- $354,866,979
- Travel
- $28,968,486
- Depreciation
- $302,543,707
- Program services (functional)
- $10,136,705,668
- Management and general (functional)
- $1,093,274,188
Balance sheet and other
- Total assets, start of year
- $12,925,978,159
- Total assets, end of year
- $14,409,463,446
- Total liabilities, end of year
- $7,046,229,996
- Net assets, end of year
- $7,363,233,450
- Land, buildings and equipment
- $3,520,905,560
- Publicly traded securities
- $888,731,831
- Net assets without donor restrictions
- $7,355,174,821
- Net assets with donor restrictions
- $8,058,629
- Gross unrelated business income
- $191,518,395
- Gross receipts
- $11,537,795,267
- Employees
- 61,966
- Volunteers
- 5,000
- Year formed
- 1983
- State of legal domicile
- MD
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 | Other / benefits |
|---|---|---|---|---|
| JOHN STARCHER JR JD | President & CEO, Bon Secours Mercy Health Trustee or director, Officer | 50 | $10,780,891 | $2,028,142 |
| DEBORAH BLOOMFIELD PhD CPA | CFO, Board Treasurer (End 07/24) Officer | 48 | $2,563,971 | $593,674 |
| KENECHUKWU UGOKWE MD | NEUROSURGEON Highest-paid employee | 50 | $3,093,510 | $63,999 |
| Benjamin Boothby MD | Orthopedic Surgeon Highest-paid employee | 50 | $2,468,473 | $78,802 |
| Wael Haidar MD | Chief Clinical Officer Key employee | 49.5 | $1,988,113 | $551,052 |
| MICHAEL BEZNEY JD | Chief Legal Officer & General Counsel Key employee | 49 | $2,479,847 | $38,107 |
| SAMEH AREBI MD | Orthopedic Surgeon Highest-paid employee | 50 | $2,423,561 | $69,603 |
| Jason Szczuka | Chief Digital Officer Key employee | 50 | $1,889,710 | $504,824 |
| Manish Patel MD | Orthopedic Surgeon Highest-paid employee | 50 | $2,350,446 | $41,518 |
| Donald Kline | Chief Operating Officer Key employee | 47 | $2,256,751 | $50,351 |
| ZOHEIR ABDELBAKI MD | Cardiologist Highest-paid employee | 50 | $2,123,912 | $77,026 |
| DAVID A CANNADY | Chief Strategy Officer Key employee | 46 | $1,576,766 | $450,852 |
| JOSEPH GAGE JR JD | Chief Human Resources Officer Key employee | 48.5 | $1,480,052 | $298,294 |
| TRAVIS CRUM | CFO, Board Treasurer (Beg 07/24) Officer | 47 | $1,439,506 | $182,372 |
| Staci Lucius | President, BSMH Medical Group Key employee | 50 | $1,313,114 | $291,936 |
25 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Daniel Hurry | President - AHP and BSMH Chief Supply Chain Officer Key employee | 50 | $961,797 | $0 | $274,632 |
| Jason Siegert | Former Key, Chief Ventures Officer Former | 50 | $858,509 | $0 | $237,982 |
| JEROME JUDD | SVP, Treasury Key employee | 50 | $1,054,994 | $0 | $36,339 |
| Laishy Williams-Carlson | Former Chief Information Officer Former | 0 | $361,785 | $592,307 | $25,565 |
| Donna Abbondandolo | Chief Compliance Officer Key employee | 50 | $673,529 | $0 | $180,394 |
| Brian Yanofchick | Chief Sponsorship Officer (Beg 01/24) Key employee | 46 | $716,610 | $0 | $23,245 |
| Veronica Scott-Fulton | Chief Nursing Officer Key employee | 50 | $605,150 | $0 | $114,884 |
| Andrea Mazzoccoli | Former Chief Nursing Officer Former | 0 | $675,527 | $0 | $24,098 |
| FR JOSEPH CARDONE | Chief Mission Officer Key employee | 50 | $648,301 | $0 | $34,802 |
| BRIAN SMITH | Former President and Chief Operating Officer Former | 0 | $672,008 | $0 | -$37,007 |
| CHRISTINE O'NEILL | BOARD SECRETARY Officer | 49 | $224,420 | $0 | $17,344 |
| Matthew Eversole | Former Chief Information Officer Former | 0 | $153,893 | $0 | $9,723 |
| Christine E Morris | Board Assistant Secretary Officer | 49 | $129,451 | $0 | $26,255 |
| Peter F Maddox | Board Chair Trustee or director, Officer | 12 | $138,088 | $0 | $0 |
| Jennifer O'Brien JD | Board Vice Chair Trustee or director, Officer | 5 | $85,000 | $0 | $0 |
| Joseph O'Shea | Board Member Trustee or director | 5 | $60,000 | $16,137 | $0 |
| Gerard Kells | Board Member (End 05/24) Trustee or director | 5 | $75,000 | $0 | $0 |
| Katherine A Arbuckle CPA | Board Member Trustee or director | 5 | $70,000 | $0 | $0 |
| Katherine W Vestal PhD | Board Member Trustee or director | 5 | $70,000 | $0 | $0 |
| Raja Rajamannar | Board Member Trustee or director | 5 | $63,517 | $0 | $0 |
| Mary Colleen Scanlon | Board Member (Beg 01/24) Trustee or director | 5 | $60,000 | $0 | $0 |
| Fr Myles N Sheehan SJ MD | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Janet B Reid PhD | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Fran Gorsuch CBS | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| Sister Patricia A Eck CBS | Board Member Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 38 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN STARCHER JR JD | President & CEO, Bon Secours Mercy Health Trustee or director, Officer | 50 | $8,799,523 | $0 | $3,496,777 |
| BRIAN SMITH | Former President and Chief Operating Officer Former | 0 | $3,501,175 | $0 | $73,177 |
| Manish Patel MD | Orthopedic Surgeon Highest-paid employee | 50 | $2,831,446 | $0 | $29,690 |
| DEBORAH BLOOMFIELD PhD CPA | Chief Financial Officer, Board Treasurer Officer | 48 | $2,134,019 | $0 | $598,700 |
| KENECHUKWU UGOKWE MD | NEUROSURGEON Highest-paid employee | 50 | $2,384,740 | $0 | $64,124 |
| Paul Smith | Former Market/Group President (End 01/23) Highest-paid employee | 50 | $2,417,550 | $0 | $13,264 |
| SAMEH AREBI MD | Orthopedic Surgeon Highest-paid employee | 50 | $2,271,494 | $0 | $72,002 |
| Wael Haidar MD | Chief Clinical Officer Key employee | 42 | $1,850,444 | $0 | $480,287 |
| MICHAEL BEZNEY JD | Chief Legal Officer & General Counsel Key employee | 49 | $1,802,346 | $0 | $337,038 |
| ZOHEIR ABDELBAKI MD | Cardiologist Highest-paid employee | 50 | $2,020,004 | $0 | $66,886 |
| Jason Szczuka | Chief Digital Officer Key employee | 50 | $1,250,893 | $0 | $762,338 |
| DAVID A CANNADY | Chief Strategy Officer Key employee | 46 | $1,504,245 | $0 | $396,360 |
| DONALD KLINE | Chief Operating Officer Key employee | 47 | $1,792,599 | $0 | $43,113 |
| JOSEPH GAGE JR JD | Chief Human Resources Officer Key employee | 43.5 | $1,331,323 | $0 | $246,789 |
| JEROME JUDD | Vice President, Treasury Key employee | 50 | $1,480,569 | $0 | $32,081 |
| Staci Lucius | President, BSMH Medical Group Key employee | 50 | $1,098,776 | $0 | $271,786 |
| Laishy Williams-Carlson | Chief Information Officer (End 06/23) Key employee | 25 | $1,065,201 | $47,000 | $46,355 |
| Daniel Hurry | Chief Supply Chain Officer Key employee | 50 | $854,422 | $0 | $266,909 |
| Andrea Mazzoccoli | Chief Nursing Officer (End 06/23) Key employee | 50 | $940,149 | $0 | $24,639 |
| Jason Siegert | Former Key, Chief Ventures Officer Former | 50 | $756,544 | $0 | $154,190 |
| Donna Abbondandolo | Chief Compliance Officer Key employee | 50 | $756,077 | $0 | $132,456 |
| FR JOSEPH CARDONE | Chief Mission Officer Key employee | 50 | $695,818 | $0 | $30,774 |
| Matthew Eversole | Former Chief Information Officer Former | 0 | $529,567 | $0 | $28,473 |
| Veronica Scott-Fulton | Chief Nursing Officer (Beg 06/23) Key employee | 50 | $291,038 | $0 | $38,020 |
| CHRISTINE O'NEILL | BOARD SECRETARY Officer | 49 | $250,107 | $0 | $12,785 |
| Christine E Morris | Board Assistant Secretary Officer | 49 | $114,751 | $0 | $21,687 |
| Peter F Maddox | Board Chair Trustee or director, Officer | 12 | $135,000 | $0 | $0 |
| Jennifer O'Brien JD | Board Vice Chair Trustee or director, Officer | 5 | $85,000 | $0 | $0 |
| Gerard Kells | Board Member Trustee or director | 5 | $75,000 | $0 | $0 |
| Joseph O'Shea | Board Member Trustee or director | 5 | $60,000 | $12,451 | $0 |
| Janet Reid PhD | BOARD MEMBER Trustee or director | 5 | $70,000 | $0 | $0 |
| KATHERINE A ARBUCKLE CPA | BOARD MEMBER Trustee or director | 5 | $70,000 | $0 | $0 |
| KATHERINE W VESTAL PHD | Board Member Trustee or director | 5 | $70,000 | $0 | $0 |
| RAJA RAJAMANNAR | BOARD MEMBER Trustee or director | 5 | $60,000 | $0 | $0 |
| FR Myles N Sheehan SJ MD | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| SR CAROL ANNE SMITH HM | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| Sr Fran Gorsuch CBS | Board Member Trustee or director | 5 | $0 | $0 | $0 |
| SR PATRICIA A ECK CBS | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4600 MCAULEY PL STE 100, BLUE ASH, OH 45242-4769
- In care of
- % TAX DEPARTMENT
- Principal officer (990 for 2024)
- Travis Crum, 4600 MCAULEY PLACE STE 100, BLUE ASH, OH 45242
- Signed the 990
- Travis Crum, CFO
- Phone
- (513) 952-4999
- Website
- bsmhealth.org
- Return prepared by
- GRANT THORNTON ADVISORS LLC
Mission
BON SECOURS MERCY HEALTH WILL PROVIDE ASSISTANCE, SUPPORT AND DIRECTION TO ALL OF THE HEALTH CARE INSTITUTIONS AND ACTIVITIES OPERATED AND MAINTAINED BY ITS SUBSIDIARIES. THE MISSION OF BON SECOURS MERCY HEALTH IN PERFORMING THESE ACTIVITIES SHALL BE TO PROVIDE A MEANS BY WHICH THE SPONSORS MANIFEST THE HEALING MINISTRY OF JESUS. THROUGH GOVERNANCE, MANAGEMENT, DEVELOPMENT OF LEADERSHIP AND USE OF RESOURCES, BON SECOURS MERCY HEALTH INTENDS TO GIVE SUBSTANCE AND DIRECTION TO A DYNAMIC CATHOLIC HEALTH MINISTRY.
Program accomplishments
- THE THIRTY-TWO HOSPITALS AND VARIOUS PHYSICIAN PRACTICES INCLUDED ON THIS RETURN EXTEND THE HEALING MINISTRY OF JESUS BY IMPROVING THE HEALTH AND WELL-BEING OF OUR COMMUNITIES AND BRINGING GOOD HELP TO THOSE IN NEED, ESPECIALLY PEOPLE WHO ARE POOR, DYING AND UNDERSERVED. THIS IS ACCOMPLISHED BY DEMONSTRATING BEHAVIORS REFLECTING OUR CORE VALUES OF HUMAN DIGNITY, INTEGRITY, COMPASSION, STEWARDSHIP, AND SERVICE. INSPIRED BY GOD'S HOPE FOR THE WORLD, WE SEEK TO BE A MINISTRY WHERE ASSOCIATES WANT TO WORK, CLINICIANS WANT TO PRACTICE, PEOPLE SEEK WELLNESS AND COMMUNITIES THRIVE. THE MINISTRY IS ACTIVELY EXTENDING HEALTH CARE ACCESS, ENHANCING OUTCOMES AND DRIVING VALUE THROUGH EMERGING TECHNOLOGIES, INVESTMENTS AND PARTNERSHIPS ACROSS FOUR AREAS OF FOCUS: CORE CLINICAL OPERATIONS, DIVERSIFIED GROWTH, DIGITAL INNOVATION, AND SERVICE AND STEWARDSHIP. THROUGH OUR CORE CLINICAL OPERATIONS, THE MINISTRY PROVIDES COMPASSIONATE, VALUE-BASED CARE AND SERVICES TO ITS PATIENTS, CONSUMERS AND COMMUNITIES THROUGH ITS HOSPITALS, PHYSICIAN PRACTICES AND CLINICAL CARE SITES. BSMH PROVIDES SERVICE AND STEWARDSHIP BY ADVOCATING AND WORKING TO ENHANCE QUALITY OF LIFE AND HEALTH FOR ALL PEOPLE AND TO SAFEGUARD THE EARTH AND ITS RESOURCES.Expenses $6,051,805,048 · grants $46,530,699 · revenue $7,671,797,716
- BON SECOURS MERCY HEALTH IS A MISSION-DRIVEN, NONPROFIT, CATHOLIC HEALTH SYSTEM. BON SECOURS MERCY HEALTH OPERATES ACUTE CARE HOSPITALS, PHYSICIAN PRACTICES, LOW-INCOME HOUSING, HOME HEALTH AGENCIES, HOSPICE PROGRAMS, URGENT CARE AND OCCUPATIONAL HEALTH CENTERS, AMBULATORY SERVICES, AND OTHER HEALTHCARE ORGANIZATIONS. BON SECOURS MERCY HEALTH'S HOME OFFICE PROVIDES SERVICES AND SUPPORT TO THE ENTIRE SYSTEM, INCLUDING BUT NOT LIMITED TO: PROVIDING GOVERNANCE, MANAGEMENT OVERSIGHT, STRATEGIC LEADERSHIP, FOCUSING RESOURCES TO ASSURE THE HEALING MISSION, PROVIDING ACCESS TO LOWER COST DEBT FINANCING TO SUPPORT OPERATIONS, IMPROVING CLINICAL OUTCOMES AND REDUCING OPERATING COSTS. BSMH DIVERSIFIES ITS GROWTH MODEL BY LEVERAGING ECONOMIES OF SCALE TO ENHANCE HEALTH CARE ACCESS, EFFICIENCIES AND QUALITY THROUGH INVESTMENTS, PARTNERSHIPS, AND A GROWING PORTFOLIO OF BUSINESS TO BUSINESS SUBSIDIARIES. BSMH'S DIGITAL INNOVATION AREA OF FOCUS DRIVES CHANGE FOR HEALTH CARE CONSUMERS, PROVIDERS AND SYSTEMS BY BRINGING DIGITAL INNOVATION TO THE MARKET AT SCALE, THROUGH A PORTFOLIO BOLSTERED BY LEADING-EDGE TECHNOLOGY AND BIG DATA.Expenses $4,084,900,620 · revenue $3,136,010,299
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
- 52-1301088
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Exempt since
- 1946
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E210)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $14,409,463,446
- Income (IRS master file)
- $11,537,795,267
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,537,795,267 | $11,229,979,856 | $14,409,463,446 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $8,710,340,168 | $9,002,797,483 | $12,925,978,159 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $8,211,838,521 | $8,604,047,231 | $12,142,776,094 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | August 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 52-1301088).
Questions about BON SECOURS MERCY HEALTH INC
- What is the EIN of BON SECOURS MERCY HEALTH INC?
- The employer identification number (EIN) of BON SECOURS MERCY HEALTH INC is 52-1301088.
- Is BON SECOURS MERCY HEALTH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does BON SECOURS MERCY HEALTH INC 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 INC 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 INC 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 INC?
- The 990 for the year ended December 31, 2024 names Travis Crum.
- Who are the officers and directors of BON SECOURS MERCY HEALTH INC?
- The 990 for the year ended December 31, 2024 lists 40 people; 36 received compensation from the organization, the highest $10,780,891 (JOHN STARCHER JR JD, President & CEO, Bon Secours Mercy Health).
- How much revenue does BON SECOURS MERCY HEALTH INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,537,795,267, expenses of $11,229,979,856 and total assets of $14,409,463,446 at year end.
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