2018-11-12T17:06:31-06:00 2017-12-31 990 2017-01-01 201072726 Mercy Health Foundation MERC 5139525000 1701 Mercy Health Place Cincinnati OH 45237 Tim Koder Interim President 2018-11-12 2017 2019-02-21 02:37:17Z Tim Koder 1701 Mercy Health Place Cincinnati OH 45237 29761942 false X WWW.mercy.com X 2004 OH TO SUPPORT THE OPERATIONS OF MERCY HEALTH BY ENCOURAGING CHARITABLE GIVING AND EFFECTIVELY MANAGING GIFT RESOURCES. 9 6 56 300 0 0 21641624 19441945 0 4766526 9503353 -357754 -705312 26050396 28239986 32384260 22116547 0 5675978 6088067 0 5147299 2905073 2318552 40965311 30523166 -14914915 -2283180 230384764 247386546 9847504 14950185 220537260 232436361 To carry out the charitable and educational purposes of Mercy Health by providing grants in support of programs that carry out its charitable mission. false false 22116547 22116547 0 MERCY HEALTH FOUNDATION AWARDED $22,116,547 IN GRANTS DURING 2017 TO PROGRAMS THAT ADDRESS THE HEALTHCARE NEEDS OF PERSONS WHO ARE POOR AND UNDERSERVED. 22116547 true true false true false false false false false true true true false true true true false true false false false true false false true false false true true true false false false false false false false false true false false false false true false false false true 0 0 56 true false false false false false true true true false false false X 9 6 false false false false true true true true true false false true true true true true true false false false X TRAVIS CRUM 5139525000 1701 Mercy Place CINCINNATI OH 45237 MICHAEL BEZNEY CHAIR, MERCY HEALTH CHIEF LEGAL OFFICER & GENERAL COUNSEL 1.0 52.0 X X 0 1396882 275742 GERMAINE BENNETT VICE CHAIR 1.0 1.0 X X 0 0 0 TRAVIS CRUM TREASURER, SYSTEM VP FINANCE - MERCY HEALTH 1.0 50.0 X X 0 513543 72607 JONATHAN LABBE FOUNDATION PRESIDENT & CEO 40.0 1.0 X X 0 182761 42101 BRIAN CORBIN TRUSTEE 1.0 3.0 X 0 0 0 SR MARIE HARTMANN TRUSTEE 1.0 0 X 0 0 0 SR MARJORIE BOSSE RSM TRUSTEE 1.0 3.0 X 0 0 0 SR DORIS A GOTTEMOELLER RSM TRUSTEE 1.0 2.0 X 0 0 0 JOHN H HARRIS III TRUSTEE 1.0 2.5 X 0 0 0 Timothy Koder Toledo Region Foundation President 40.0 0 X 273342 0 61186 SCOTT PEMBER Lorain Region Foundation Director 40.0 0 X 198427 0 40119 ANN MARIE WELTY Cincinnati Region Foundation System Director 40.0 0 X 180854 0 17143 PAUL HOMICK YOUNGSTOWN Region FOUNDATION PRESIDENT 40.0 0 X 191804 0 23550 JACQUELINE DALEY-PERRIN LIMA REGION FOUNDATION PESIDENT 40.0 0 X 131643 0 35222 MICHAEL D CONNELLY JD FORMER TRUSTEE, PRESIDENT & CEO - MERCY HEALTH 0.0 0.0 X 0 3082554 7785 976070 5175740 575455 15 true true false 0 935765 4954411 1521210 12030559 369236 19441945 0 0 0 0 0 1955114 1955114 12000 12000 0 12000 12000 7548239 7548239 0 7548239 7548239 804644 935765 1521956 -717312 -717312 0 0 0 0 0 28239986 0 0 8798041 21663803 21663803 169744 169744 283000 283000 5028508 2013415 3015093 258080 103335 154745 499141 199856 299285 302338 121056 181282 1404 1404 72555 72555 467207 0 187069 280138 63844 63844 232542 93110 139432 444898 178137 266761 173022 69278 103744 114426 45816 68610 7169 2870 4299 Dues, fees and subscriptions 322468 129116 193352 Bad debt 2829 2829 Taxes 3968 1589 2379 Sponsorships 129331 129331 282889 0 113269 169620 30523166 22116547 3259320 5147299 9973924 11973215 16276180 9651713 0 0 0 49193 122397 428233 225492 694861 133766 1148266 561095 192431057 211277231 0 10077911 13575403 230384764 247386546 3555104 8680872 0 6292400 6269313 9847504 14950185 X 93425700 97352199 67424659 72413780 59686901 62670382 220537260 232436361 230384764 247386546 X -2283180 12164523 2017758 X false true X true false X 13649735 19335904 21603706 21641624 19441945 95672914 0 0 0 0 13649735 19335904 21603706 21641624 19441945 95672914 33688806 61984108 305709 2740608 2814771 1984151 1967114 9812353 0 0 104996 956573 1476823 902157 804644 4245193 109730460 0 0.5649 0.4913 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - SPECIAL EVENT REVENUE, COLUMN A - 104996.0, COLUMN B - 956573.0, COLUMN C - 1476823.0, COLUMN D - 902157.0, COLUMN E - 804644.0, COLUMN F - 4245193.0; false false false false false true 15445 false false false 15445 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE PRIMARY PURPOSE FOR LOBBYING ACTIVITIES IS TO ENHANCE MERCY HEALTH'S PUBLIC POSITION ON LEGISLATIVE AND REGULATORY ISSUES THAT IMPACT PATIENT CARE THROUGHOUT ITS HEALTHCARE SYSTEM. MERCY HEALTH FOCUSES ON PUBLIC POLICY ISSUES THAT EXTEND ITS HEALING MINISTRY TO THOSE WHO ARE POOR AND UNDER-SERVED IN THE COMMUNITIES IT SERVES. TO CARRY OUT THESE EFFORTS, MERCY HEALTH PARTNERS WITH EXPERT CONSULTANTS AND PROFESSIONAL TRADE ASSOCIATIONS TO BUILD AWARENESS AND EXECUTE SPECIFIC STRATEGIES THAT WILL YIELD A FAVORABLE OUTCOME FOR PATIENT CARE IN THE MERCY HEALTH FACILITIES IN WHICH THEY ARE TREATED. GRANTS PAID TO OTHER ORGANIZATIONS OF $15,445 CONSTITUTE ISSUE-BASED LOBBYING SUPPORT. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE PRIMARY PURPOSE FOR LOBBYING ACTIVITIES IS TO ENHANCE MERCY HEALTH'S PUBLIC POSITION ON LEGISLATIVE AND REGULATORY ISSUES THAT IMPACT PATIENT CARE THROUGHOUT ITS HEALTHCARE SYSTEM. MERCY HEALTH FOCUSES ON PUBLIC POLICY ISSUES THAT EXTEND ITS HEALING MINISTRY TO THOSE WHO ARE POOR AND UNDER-SERVED IN THE COMMUNITIES IT SERVES. TO CARRY OUT THESE EFFORTS, MERCY HEALTH PARTNERS WITH EXPERT CONSULTANTS AND PROFESSIONAL TRADE ASSOCIATIONS TO BUILD AWARENESS AND EXECUTE SPECIFIC STRATEGIES THAT WILL YIELD A FAVORABLE OUTCOME FOR PATIENT CARE IN THE MERCY HEALTH FACILITIES IN WHICH THEY ARE TREATED. GRANTS PAID TO OTHER ORGANIZATIONS OF $15,445 CONSTITUTE ISSUE-BASED LOBBYING SUPPORT. 59472078 185975 2774447 -23058 62455558 58795078 151892 685333 160225 59472078 59502707 202834 -36996 873467 58795078 59316954 92374 93379 0 59502707 55088741 2918149 2993064 1683000 0 0 59316954 0.0619 0.7877 0.1504 true false 545000 545000 65000 63375 1625 42526 33264 9262 42335 37127 5208 561095 Mercy Health Investment Management Program 211277231 F 211277231 OTHER ASSETS 13575403 13575403 Other long-term liabilities 195313 Long-term debt 6074000 6269313 X Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS ARE RESTRICTED FOR VARIOUS USES RELATED TO THE EXEMPT PURPOSES OF THE AFFILIATED ENTITIES SUPPORTED BY THE FOUNDATION. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE COMPANY (MERCY HEALTH AND AFFILIATED ENTITIES) COMPLETED AN ANALYSIS OF ITS TAX POSITIONS IN ACCORDANCE WITH APPLICABLE ACCOUNTING GUIDANCE AT DECEMBER 31, 2017 AND 2016, AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AT DECEMBER 31, 2017 OR 2016. Central America and the Caribbean To support Children & Mother program 200000 check Europe (Including Iceland and Greenland) To support the first House of Mercy in Dublin, Ireland 83000 wire transfer 2 0 false false false false false false Angels Among US 658981 395776 263205 1100 103253 10200 544428 Panerathon 366073 69300 296773 94342 20 715355 470689 244666 17584 61297 163569 190026 91697 244460 1740409 935765 804644 17584 62397 163569 293279 101897 883230 1521956 -717312 true Mercy Health - Regional Medical Center LLC 3700 Kolbe Road Lorain OH 44053 340714704 501(c)(3) 2829940 Mission support Mercy Health Youngstown LLC 1044 Belmont Avenue Youngstown OH 44501 340505560 501(c)(3) 2482945 Mission support Mercy Health - Anderson Hospital LLC 7500 State Road Cincinnati OH 45255 310537085 501(c)(3) 2160860 Capital improvements Mercy Health 1701 Mercy Health Place Cincinnati OH 45237 311161086 501(c)(3) 1451248 Senior Outreach program Mercy Health - St Vincent Medical Center LLC 2213 Cherry Street Toledo OH 43608 344428250 501(c)(3) 950624 Program support Northeast Ohio Medical University Foundation PO Box 95 Rootstown OH 44272 341264220 501(c)(3) 744229 13 physician scholarships Mercy Health - West Hospital LLC 3300 Mercy Health Blvd Cincinnati OH 45211 311091597 501(c)(3) 676242 Capital improvements Mercy Health - Tiffin Hospital LLC 45 St Lawrence Drive Tiffin OH 44883 344431174 501(c)(3) 610703 Capital improvements Mercy Health - Lourdes Hospital LLC 1530 Lone Oak Road Paducah KY 42003 610600313 501(c)(3) 478117 Capital improvements Mercy Health Youngstown LLC 1044 Belmont Avenue Youngstown OH 44501 340505560 501(c)(3) 459032 Capital improvements Mercy Franciscan Social Ministries Inc 1800 Logan Street Cincinnati OH 45210 311222942 501(c)(3) 344660 Mission support Mercy Health - Defiance Hospital LLC 1404 East Second St Defiance OH 43512 020701635 501(c)(3) 268431 Medical equipment purchases Consortium for the Ongoing Reinvestment Efforts 236 High Street Hamilton OH 45011 352453640 501(c)(3) 250000 Program support Mercy Health Physicians Lorain LLC 3700 Kolbe Road Lorain OH 44053 270995585 501(c)(3) 250000 Mission support Mercy Franciscan Senior Health & Housing Services Inc 7010 Rowan Hills Drive Cincinnati OH 45227 311308729 501(c)(3) 209976 Capital improvements & mission support Catholic Medical Mission Board 100 Wall St Floor 9 New York NY 10005 135602319 501(c)(3) 200000 Children & Mothers program in Haiti Cincinnati Sports Medicine Research Foundation 10663 Montgomery Road Cincinnati OH 45242 311158604 501(c)(3) 200000 Research and education programs SpringForward 333 N Limestone Street Springfield OH 45503 810751355 501(c)(3) 200000 Program support Mercy Health - Fairfield Hospital LLC 3000 Mack Road Fairfield OH 45014 310538532 501(c)(3) 180794 Capital improvements & mission support Mercy Health Physicians Cincinnati LLC 1701 Mercy Health Place Cincinnati OH 45237 311007881 501(c)(3) 168171 Project Home Network support Marcum and Wallace Memorial Hospital LLC 60 Mercy Court Irvine KY 40336 610927491 501(c)(3) 138000 Capital improvements & mission support United Way of Greater Cincinnati 2400 Reading Road Cincinnati OH 45202 310537502 501(c)(3) 116992 Mission support Mercy College of Ohio Foundation Inc 2221 Madison Avenue Toledo OH 43604 141963204 501(c)(3) 111209 Capital improvements St Rita's Medical Center LLC 730 W Market Street Lima OH 45801 341105619 501(c)(3) 105430 Program support Catholic Community Foundation 100 East 8th St Cincinnati OH 45202 465162928 501(c)(3) 100000 Hurricane relief program Metroparks Toledo Foundation 5100 W Central Avenue Toledo OH 43615 237425773 501(c)(3) 100000 Program support Strategies to End Homelessness Inc 2368 Victory Parkway Cincinnati OH 45206 208286347 501(c)(3) 100000 Reducing homelessness programs Cincinnati Children's Hospital Medical Center 3333 Burnet Avenue MLC 7009 Cincinnati OH 45229 310833936 501(c)(3) 84000 Infant mortality reduction program Mercy International Association 2300 Adeline Drive Burlingame CA 94010 461959457 501(c)(3) 83000 Mission support Xavier University 3800 Victory Parkway Cincinnati OH 45207 310537516 501(c)(3) 80000 21 nursing scholarships Compassion Health Toledo 1638 Broadway Toledo OH 43609 473197108 501(c)(3) 75000 Program support Hamilton County Public Health 250 William Howard Taft Floor 2 Cincinnati OH 45219 316000063 75000 Narcan Distribution Collaborative Unison Behavioral Health Group 2310 Jefferson Avenue Toledo OH 43606 341103536 501(c)(3) 75000 Detox program Urban League of Greater Cincinnati 3458 Reading Road Cincinnati OH 45229 310565428 501(c)(3) 75000 Mission support Community Mercy Health Partners One South Limestone St Springfield OH 45502 310785684 501(c)(3) 74984 Mission support Mercy Health - Willard Hospital LLC 1100 Neal Zick Road Willard OH 44890 341577110 501(c)(3) 72657 Capital improvements & mission support Youngstown Neighborhood Development Corp 820 Canfield Road Youngstown OH 44511 264117989 501(c)(3) 70000 Program support Jewish Hospital LLC 4777 E Galbraith Rd Cincinnati OH 45236 271408630 501(c)(3) 69240 Capital improvements & mission support Mercy Health - West Hospital LLC 3300 Mercy Health Blvd Cincinnati OH 45211 311091597 501(c)(3) 67000 Program support Mercy Health 1701 Mercy Health Place Cincinnati OH 45237 311161086 501(c)(3) 64000 Program support Mercy Health - Regional Medical Center LLC 3700 Kolbe Road Lorain OH 44053 340714704 501(c)(3) 63829 Lorain Home Care Hospice program Mercy Volunteer Corps 1325 Sumneytown Pike Gwynedd Valley PA 19437 521837856 501(c)(3) 62000 Program support Mercy Memorial Hospital 1343 North Fountain Blvd Springfield OH 45504 310785684 501(c)(3) 58747 Program support Childrens Theatre of Cincinnati 4015 Red Bank Road Cincinnati OH 45227 316026285 501(c)(3) 58333 Program support Mercy Health - Regional Medical Center LLC 3700 Kolbe Road Lorain OH 44053 340714704 501(c)(3) 55000 Mission support St Rita's Medical Center LLC 730 W Market Street Lima OH 45801 341105619 501(c)(3) 53000 Program support Center for Respite Care PO Box 29137 Cincinnati OH 45229 202544994 501(c)(3) 50000 Program support Feed Lucas County Children Inc PO Box 9363 Toledo OH 43697 341969461 501(c)(3) 50000 Program support Mercy Education Collaborative 3036 Werk Rd Cincinnati OH 45211 311578537 501(c)(3) 50000 Student scholarships grant Hospice of Northwest Ohio 30000 East River Road Perrysburg OH 43551 341283188 501(c)(3) 46000 End of Life programs support Traumatic Brain Injury Resource Center 7430 W Central Avenue Toledo OH 43617 471421039 501(c)(3) 45700 Program support DePaul Cristo Rey High School 1133 Clifton Hills Avenue Cincinnati OH 45220 272417727 501(c)(3) 44000 Program support Mercy Health Cincinnati LLC 1701 Mercy Health Place Cincinnati OH 45237 311063783 501(c)(3) 43600 Mission support Marcum and Wallace Memorial Hospital LLC 60 Mercy Court Irvine KY 40336 610927491 501(c)(3) 40000 Program support Hospice of the Valley Inc 5190 Market St Youngstown OH 44512 341288745 501(c)(3) 36000 Mission support Kidney Foundation of Northwest Ohio 3200 W Central Ave Toledo OH 43606 341133682 501(c)(3) 35000 Improve treatment for end stage renal disease Impact Applications PO Box 83228 Chicago IL 60691 010690886 34000 Concussion baseline and injury tests Moms House 2505 Franklin Avenue Toledo OH 43610 341710362 501(c)(3) 33333 Capital improvements and mission support YEP Foundation 7162 Reading Road Cincinnati OH 45237 812839664 501(c)(3) 31800 Community diabetes workshops Catholic Charities USA 2050 Ballenger Avenue Alexandria VA 22134 344428254 501(c)(3) 30000 Hurricane relief program Mercy Neighborhood Ministries 1602 Madison Road Cincinnati OH 45206 311376693 501(c)(3) 30000 Healthcare for the poor and seniors Mercy Health - St Charles Hospital LLC 2600 Navarre Avenue Oregon OH 43616 344445373 501(c)(3) 28745 Mission support Mercy College of Ohio 2221 Madison Avenue Toledo OH 43604 341726619 501(c)(3) 26800 Capital improvements Youngstown State University Foundation 1 University Plaza Youngstown OH 44555 346576610 501(c)(3) 26000 18 Nursing scholarships Timber Wolff Stables 7435 Berridge Road Whitehouse OH 43571 205528060 501(c)(3) 25680 Hippotherapy program Entrepreneurial and Business Excellence Hall of Fame 28276 Kensington Lane Perrysburg OH 43551 161702234 25000 Mission support Health Policy Institute of Ohio 10 W Broad Street Columbus OH 43215 300186863 501(c)(3) 25000 Operating support grant KaBOOM Inc 4301 Connecticut Avenue NW Washington DC 20008 521970904 501(c)(3) 25000 Program support Mercy Health - Tiffin Hospital LLC 45 St Lawrence Drive Tiffin OH 44883 344431174 501(c)(3) 25000 Capital improvements and mission support YEP Foundation 7162 Reading Road Cincinnati OH 45237 812839664 501(c)(3) 25000 Community diabetes workshops Mercy Health - Willard Hospital LLC 1100 Neal Zick Road Willard OH 44890 341577110 501(c)(3) 24625 Capital improvements & mission support Toledo Botanical Garden Board Inc 900 Oneida Street Toledo OH 43608 341350559 501(c)(3) 24090 Neighborhood conservation project ArtsWave 20 E Central Parkway Cincinnati OH 45202 310537138 501(c)(3) 22100 Program support Catholic Relief Services 228 W Lexington St Baltimore MD 21201 135563422 501(c)(3) 20000 Caribbean hurricane relief program Double ARC 5800 Monroe Street Toledo OH 43623 341868205 501(c)(3) 20000 Program support Fellowship of Christian Athletes PO Box 44224 Cincinnati OH 45244 440610626 501(c)(3) 20000 Program support Heartbeat of Toledo Inc 4041 W Sylvania Ave Toledo OH 43623 237404777 501(c)(3) 20000 Mobile women's center Mercy Health - Anderson Hospital LLC 7500 State Road Cincinnati OH 45255 310537085 501(c)(3) 20000 Mission support Mercy Health Youngstown LLC 1044 Belmont Avenue Youngstown OH 44501 340505560 501(c)(3) 20000 Program support Naomi Transitional House Inc 2321 Warren Street Toledo OH 43620 141955709 501(c)(3) 20000 Program support St Rita's Professional Services LLC 730 W Market Street Lima OH 45801 262788491 501(c)(3) 20000 Program support Tender Mercies 27 W 12th Street Cincinnati OH 45202 311137270 501(c)(3) 20000 Mission support Trumbull County Mental Health and Recovery Board 4076 Youngstown Warren Rd SE Warren OH 44484 346002841 19450 Program support Kent State University 1131 Michael Schwartz Center Kent OH 44242 346576307 501(c)(3) 18400 12 Nursing scholarships Healthy Moms and Babes Inc 2270 Banning Road Cincinnati OH 45239 311155292 501(c)(3) 17500 Program support Butler County United Way 33 N 3rd Street Hamilton OH 45011 310734490 501(c)(3) 17395 Program support Mercy Health - Clermont Hospital LLC 3000 Hospital Drive Batavia OH 45103 310830955 501(c)(3) 17304 Capital improvements & mission support Sunshine Inc of Northwestern Ohio 7223 Maumee Western Rd Maumee OH 43537 344441627 501(c)(3) 16290 Hippotherapy program Chamberlain College of Nursing 75 Remittance Drive Chicago IL 60675 202452410 501(c)(3) 16000 10 nursing scholarships Abercrumbie Group 10301 Giverny Blvd Cincinnati OH 45241 300520187 501(c)(3) 15000 Presenting partner for Healthcare Supplier diversity symposium Crayons to Computers Inc 1350 Tennessee Avenue Cincinnati OH 45229 311507076 501(c)(3) 15000 Program support Xavier University 3800 Victory Parkway Cincinnati OH 45207 310537516 501(c)(3) 15000 Program support Xavier University Center for Interfaith Community Engagement 3800 Victory Parkway Cincinnati OH 45207 310537516 501(c)(3) 15000 Program support Jesuit Spiritual Center at Milford 5361 S Milford Road Milford OH 45150 310620538 501(c)(3) 14613 Initiative for women Mercy College of Ohio 2221 Madison Avenue Toledo OH 43604 341726619 501(c)(3) 13050 9 Nursing scholarships Mercy College of Ohio Foundation Inc 2221 Madison Avenue Toledo OH 43604 141963204 501(c)(3) 13000 Capital improvements Mercy Health Physicians - North LLC 2409 Cherry Street MOB 1 Toledo OH 43608 264779623 501(c)(3) 11631 Program support Ashland University 401 College Avenue Ashland OH 44805 340714626 501(c)(3) 11204 Scholarships Indian American Chamber of Commerce 6404 Thornberry Court Mason OH 45040 010946398 501(c)(6) 10000 Diwali gala Mount St Joseph University 5701 Delhi Road Cincinnati OH 45233 237179567 501(c)(3) 10000 Mission support University of Toledo 2801 W Bancroft Street Toledo OH 43606 346401483 501(c)(3) 9750 8 scholarships Mercy Health North LLC 2409 Cherry Street MOB 1 Toledo OH 43608 341344482 501(c)(3) 9400 Capital improvements St Francis Senior Ministries 182 St Francis Avenue Tiffin OH 44883 344428986 501(c)(3) 9112 Capital improvements and mission support Mercy Health - St Anne Hospital LLC 3404 Sylvania Avenue Toledo OH 43623 311556401 501(c)(3) 8852 Mission support Bethany House Services 1841 Fairmount Avenue Cincinnati OH 45214 311101401 501(c)(3) 7500 Mission support Black and White Cancer Survivors Ball PO Box 40598 Cincinnati OH 45240 461151149 501(c)(3) 7500 Mission support Mercy College of Ohio 2221 Madison Avenue Toledo OH 43604 341726619 501(c)(3) 7100 Mission support Families Forward 2400 Reading Road Cincinnati OH 45202 330086043 501(c)(3) 7000 After school program support Wellington Schools 305 Union Street Wellington OH 44090 202874553 501(c)(3) 6500 Program support Miami University 301 S Campus Avenue Oxford OH 45056 316402089 501(c)(3) 6000 3 scholarships Ohio State University PO Box 183029 Columbus OH 43218 316025986 501(c)(3) 6000 3 scholarships Mercy Health Physicians - North LLC 2409 Cherry Street MOB 1 Toledo OH 43608 264779623 501(c)(3) 5694 Mission support Absolute Fitness Solutions 7162 Reading Road Cincinnati OH 45237 270674785 5600 Diabetes workshops Food for Thought Toledo Inc 316 Adams St Toledo OH 43604 263032624 501(c)(3) 5545 Children at risk of obesity program University of Phoenix PO Box 52125 Phoenix AZ 85072 942473210 501(c)(3) 5250 2 Nursing scholarships 111 4 SPRINGFIELD MARKET MED ASSIST PROGRAM 1180 83509 LOURDES HOSPITAL PATIENT MISSION FUND 94 10505 LOURDES HOSPITAL ASSOCIATE MISSION FUND 46 20655 LORAIN MARKET CARING FOR OUR OWN FUND 27 1445 NORTHERN MARKET CHARITABLE PHARMACY 152 4980 NORTHERN MARKET TRANSPORTATION SERVICES 940 29304 NORTHERN MARKET FOOD PROGRAM NORTHERN MARKET FAMILY FUND 10 3693 LOURDES TRANSPORTATION SERVICES 3978 NORTHERN MARKET NEIGHBORHOOD HOUSING SERVICES 2 10400 CINCINNATI WE CARE GRANTS 2 1275 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Any organization receiving funds over $5,000 must complete an accompanied "Verification of Use of a Grant or Other Assistance from the Mercy Health Foundation" form. Organizations signing the form "Attest that the grant/assistance provided by the Foundation is being used for the purpose intended as stated in the request to the Foundation and that additional documentation to support usage of the grant/assistance as stated will be provided to the Foundation upon request." The Verification from must be submitted within 30 days of receiving the grant or assistance. Second notices are sent if the form is not returned within the allocated time frame. No additional grant or assistance will be provided until the form is signed and returned to the Foundation. To the extent additional information is required, requests will be made to the grantee. When the Foundation supports a Mercy Health initiative, the manager of the initiative is expected to attend a Foundation board meeting annually in-person during the course of the Foundation's support for the initiative. This attendance is to report the current year's status of the initiative and plans for the following year if the Foundation is being asked to continue support or has already made a multi-year commitment. X X true true false true false false false false false false false MICHAEL BEZNEY CHAIR, MERCY HEALTH CHIEF LEGAL OFFICER & GENERAL COUNSEL 0 590287 0 545334 0 261261 0 239254 0 36488 0 1672624 0 0 TRAVIS CRUM TREASURER, SYSTEM VP FINANCE - MERCY HEALTH 0 297543 0 71000 0 145000 0 44019 0 28588 0 586150 0 76029 JONATHAN LABBE FOUNDATION PRESIDENT & CEO 0 142804 0 38048 0 1909 0 17556 0 24545 0 224862 0 0 MICHAEL D CONNELLY JD FORMER TRUSTEE, PRESIDENT & CEO - MERCY HEALTH 0 143152 0 0 0 2939402 0 4793 0 2992 0 3090339 0 755342 Timothy Koder Toledo Region Foundation President 219099 0 39350 0 14893 0 36986 0 24200 0 334528 0 10486 0 SCOTT PEMBER Lorain Region Foundation Director 169840 0 17103 0 11484 0 15734 0 24385 0 238546 0 7648 0 ANN MARIE WELTY Cincinnati Region Foundation System Director 165497 0 11805 0 3552 0 9409 0 7734 0 197997 0 0 0 PAUL HOMICK YOUNGSTOWN Region FOUNDATION PRESIDENT 175459 0 13327 0 3018 0 14030 0 9520 0 215354 0 0 0 JACQUELINE DALEY-PERRIN LIMA REGION FOUNDATION PESIDENT 110191 0 19462 0 1990 0 10967 0 24255 0 166865 0 0 0 Schedule J, Part I, Line 4b Terms and conditions of the Mercy Health System SERP The Mercy Health System SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Travis Crum $23,818; Timothy Koder $11,784; Scott Pember $8,594; Jonathan Labbe $0; Paul Homick $0; JACQUELINE DALEY-PERRIN $0. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments A tax indemnification benefit to cover the income tax incurred on moving expenses was paid to one highest compensated employee. The entire benefit was treated as taxable compensation. Schedule J, Part I, Line 1a Housing allowance or residence for personal use A housing allowance was provided to one highest compensated employee as a result of employment by Mercy Health Foundation. The entire amount was treated as taxable compensation. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation Mercy Health Foundation relies upon Mercy Health to establish compensation of the organization's CEO/Executive Director. Mercy Health utilized a compensation committee, an independent compensation consultant, a compensation survey or study, and approval by board or compensation committee to establish the top management official's compensation. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE MERCY HEALTH SERP PLAN IS A DEFERRED COMPENSATION PLAN WHICH PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS TO PERSONS SELECTED BY THE BOARD OF TRUSTEES OR ITS DELEGATES. IT PROVIDES ANNUAL CREDITS OF A SPECIFICED PERCENTAGE OF COMPENSATION AND ANNUAL INTEREST CREDITS. PARTICIPANTS VEST 50%, 75%, AND 100% IN THEIR ACCOUNTS AFTER 5, 6, AND 7 YEARS OF SERVICE, RESPECTFULLY. VESTING OCCURS EARLIER FOR DEATH OR TOTAL DISABILITY OR REACHING AGE 60 WHILE EMPLOYED, OR INVOLUNTARY TERMINATION OF EMPLOYMENT WITHIN 24 MONTHS AFTER A CHNAGE IN CONTROL OF THE ORGANIZATION OR DUE TO POSITION ELIMIATION. PAYMENTS DURING EMPLOYMENT ARE MADE FOR REQUIRED TAX WITHHOLDINGS. PAYMENT OF THE VESTED ACCOUNT BALANCE IN A LUMP SUM OCCURS AFTER TERMINATION OF EMPLOYMENT. AMOUNTS INCLUDIBLE AS TAXABLE COMPENSATION FOR LISTED INDIVIDUALS DUE TO SERP PARTICIPATION IN THE REPORTING YEAR WERE AS FOLLOWS: MICHAEL BEZNEY $174,625; MICHAEL CONNELLY $2,934,722. X 12 2813 Market value X 48 26207 Cost X Special event advertising/gift certificates 161 55429 Market value X Vacation and travel packages/sporting event tickets/golf fees and items 84 57943 Market value X Scholarships 1 3000 Cost X Construction and Other 241 223844 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Art - Works of art - Number of contributions Food inventory - Number of contributions Other - Special event advertising/gift certificates Number of contributions Other - Vacation and travel packages/sporting event tickets/golf fees and items Number of contributions Other - Scholarships Number of contributions Other - Construction and Other Number of contributions Form 990, Part VI, Line 15a Determining the compensation of the top management official The compensation of the top management official is determined by Mercy Health, a related tax-exempt organization. Form 990, Part VI, Line 6 Classes of members or stockholders MERCY HEALTH IS THE MEMBER OF MERCY HEALTH FOUNDATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Mercy Health elects all trustees who have full voting rights. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Certain matters require approval of Mercy Health, the Foundation's Corporate Member. The regulations of the organization describe the level of approval required for various decisions. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY THE MERCY HEALTH TAX DEPARTMENT AND REVIEWED BY MANAGEMENT AND THE CURRENT FOUNDATION BOARD. ONCE THE FORM 990 IS REVIEWED AND APPROVED BY ALL APPLICABLE PARTIES A COPY OF THE FINAL VERSION IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy All board members are covered by the Mercy Health conflict of interest policy, which requires disclosure on an annual basis. All potential conflicts of interest are reviewed by the Mercy Health Corporate Compliance Officer. At the beginning of each board meeting all board members are requested to disclose any conflicts of interest. Board members determined to have a conflict of interest are prohibited from participating in deliberations and decision-making for the transaction for which the conflict exists. Form 990, Part VI, Line 19 Required documents available to the public The governing documents and financial statements are available upon request. The conflict of interest policy is posted on the Mercy Health website. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Other changes in net assets - 2019450; Net Assets Released from Restrictions - -1692; MERCY HEALTH 1701 Mercy Health Place CINCINNATI OH 45237 311161086 HEALTHCARE SYSTEM PARENT OH 501(c)(3) 3 NA false MERCY HEALTH FOUNDATION 1701 Mercy Health Place CINCINNATI OH 45237 201072726 FUNDRAISING OH 501(c)(3) 7 MERCY HEALTH false MERCY HEALTH RETIREMENT TRUST 1701 Mercy Health Place CINCINNATI OH 45237 316046304 RETIREMENT TRUST OH 501(c)(3) 7 MERCY HEALTH false COMMUNITY HEALTH PARTNERS PHYSICIANS OFFICE BUILDINGS 3700 KOLBE ROAD LORAIN OH 44053 341268828 MEDICAL OFFICE RENTAL OH 501(c)(3) 10 MERCY HEALTH - REGIONAL MEDICAL CENTER LLC false ALLEN MEDICAL CENTER MEDICAL OFFICE BUILDING 200 WEST LORAIN ST OBERLIN OH 44074 364504991 MEDICAL OFFICE RENTAL OH 501(c)(3) 10 MERCY HEALTH - ALLEN HOSPITAL LLC false MERCY FRANCISCAN SENIOR HEALTH AND HOUSING SERVICES INC 7010 ROWAN HILLS DR CINCINNATI OH 45227 311308729 RETIREMENT HOME OH 501(c)(3) 10 MERCY HEALTH CINCINNATI LLC false MERCY SACRED HEART INC 2120 PAYNE STREET LOUISVILLE KY 40206 611318326 RETIREMENT HOME KY 501(c)(3) 10 MERCY HEALTH CINCINNATI LLC false MERCY LONG TERM CARE INITIATIVE 4915 CHARLESTOWN RD NEW ALBANY OH 47150 311332491 RETIREMENT HOME IN 501(c)(3) 10 MERCY HEALTH CINCINNATI LLC false MERCY FRANCISCAN SOCIAL MINISTRIES INC 1800 LOGAN STREET CINCINNATI OH 45210 311222942 LOW INCOME HOUSING OH 501(c)(3) 7 MERCY HEALTH CINCINNATI LLC false COMMUNITY MERCY HEALTH SYSTEM 100 Medical Center Drive SPRINGFIELD OH 45504 300272454 MARKET PARENT OH 501(c)(3) Type III-FI MERCY HEALTH false COMMUNITY MERCY HEALTH PARTNERS 100 Medical Center Drive SPRINGFIELD OH 45504 310785684 HOSPITAL OH 501(c)(3) 3 COMMUNITY MERCY HEALTH SYSTEM 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 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 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 NORTH LLC false MERCY COLLEGE OF OHIO FOUNDATION INC 2221 MADISON AVENUE TOLEDO OH 43604 141963204 FOUNDATION OH 501(c)(3) 7 MERCY COLLEGE OF OHIO false LIFESTAR AMBULANCE INC 2200 JEFFERSON AVENUE TOLEDO OH 43604 341354653 MEDICAL TRANSPORTATION OH 501(c)(3) 10 MERCY HEALTH NORTH LLC false SIMON OUTREACH SERVICES 2600 NAVARRE AVENUE OREGON OH 43616 341383325 MEDICAL OFFICE RENTAL OH 501(c)(3) 10 MERCY HEALTH - 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