Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2019 , and ending 12-31-2019
BCheck if applicable:
CName of organization
Bon Secours Mercy Health Inc
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1701 Mercy Health Place
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Cincinnati, OH45237
D Employer identification number

52-1301088
E Telephone number

G Gross receipts $ 1,032,693,688
F Name and address of principal officer:
John M Starcher
1701 Mercy Health Place
Cincinnati,OH45237
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
bsmhealth.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0928
K Form of organization:  
L Year of formation: 1983
M State of legal domicile: MD
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Acts as Home Office for Bon Secours Mercy Health system providing admin/mgmt services to affiliates.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 18
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 15
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 1,200
6 Total number of volunteers (estimate if necessary) ............. 6 14
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -137,770
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 75,522
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 98,199,900 973,304,800
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 10,287,404 46,496,341
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 7,037,304 12,235,860
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 115,524,608 1,032,037,001
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 652,000 2,154,473
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 65,281,459 567,928,607
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 43,132,428 325,891,518
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 109,065,887 895,974,598
19 Revenue less expenses. Subtract line 18 from line 12....... 6,458,721 136,062,403
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,239,893,279 1,754,618,214
21 Total liabilities (Part X, line 26)............. 300,514,051 1,036,465,074
22 Net assets or fund balances. Subtract line 21 from line 20..... 939,379,228 718,153,140
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: The mission is to bring compassion to health care and to be good help to those in need, especially those who are poor and dying. As a system of caregivers, we commit ourselves to help bring people and communities to health and wholeness.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 808,850,374 including grants of $ 2,154,473 ) (Revenue $ 973,623,469 )
Bon Secours Mercy Health provides a wide range of corporate support services to the facilities it owns or has affiliations. The system's mission services ensure that all Bon Secours facilities support the ministry of the Sisters of Bon Secours and the Catholic Church, and are driven by the system's mission and values. The system's financial, operational and business development services provide essential centralized support to improve operations, financial performance, and the delivery of patient care. With expertise in all areas of acute, long-term care and assisted living facility and home care management and operations, the corporate staff also serves as an invaluable corporate consulting resource. Mission Services: -Direction, support and consultation for the local and corporate staff and boards of directors -Policy development in areas such as sponsorship, business relationships, moral investments, bioethics, organizational ethics, social justice and community commitment services -Education to promote the Bon Secours mission, philosophy and values to key staff -Coordination of teams charged with addressing health care issues and ethical concerns Financial & Treasury Services: -Negotiation of access to capital -Oversight, coordination and control of external audits -Coordination of and assistance in maximizing third-party reimbursement and filing related appeals -Monitoring of federal health care policy -Monitoring of System's master pension trust encompassing the pooled investment of all defined benefit pension plan assets of System members, including the selection of master pension trust investment advisor and managers and evaluation of their performance -Management of System members' trustee-held funds and System-wide investment program encompassing the vast majority of System members' investments, including funded depreciation accounts and centralized cash management program, in accordance with uniform System investment guidelines -Management of centralized cash management program -Maintenance of System-wide common financial data base providing status of key financial indicators and operating statistics -Long range capital and financial planning and annual operating and capital budgeting support -Preparation of monthly and year-end consolidating System-wide financial statements, including budget variation reporting and statistical analysis -Development, implementation and monitoring of standardized accounting policies and educates senior leaders on financial literacy and contemporary financial practices. -Development of external financial disclosures to investors and the public at large -Primary contact with rating agencies, bond insurers and for investors questions -Oversight of System consulting in the areas of tax returns, cost reporting, A-133 filings, CDM compliance and third party appeals -Organization of meetings of Chief Financial Officers to better coordinate implementation of System-wide goals, strategies, tactics and objectives and to monitor facility operations and corporate compliance Operational Services: -Actuarial, accounting and investment functions for self insurance funding of System members' general and professional liability and workers compensation claims and for a System-wide self-funded plan for employee health benefits -Coordination of functions for a System-wide standard hospital information system and other systems for use throughout the System and support functions for implementing and maintaining the information system -Standardized purchasing function, material management, Lawson ERP system, and other standard IS -Knowledge Transfer of best practices and successes on revenue enhancement and cost reduction initiatives. Strategic Planning, Marketing, and Business Development Services: -Coordination of System strategic planning including coordination of development of the System's vision, goals, and 3-year strategic plan and annual planning processes. -Market assessment and strategy development for improved local market positioning -Strategic planning support for acute, long-term and home care operations -New product/service research and development -Emerging technology research & assessment; knowledge transfer of technology and implications for system -Coordination and consultative assistance in service line planning & profitability analyses -Implementation of strategic growth initiatives in new and existing communities -Coordination of Planning & Business Development leaders, Customer Satisfaction, and Marketing & Communications leaders networks Other Corporate Services: -Corporate Communications and Public Relations -Internal auditing -Corporate Responsibility -Risk management -Governance -Coordination and control of System-wide benefit testing -Administration of System-wide health benefit plans -Placement and renewal of various System-wide welfare benefit plans -Coordination and management of legal services provided to System members -Regulatory compliance and insurance functions -System-wide employee, patient, resident and physician satisfaction Program
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet808,850,374
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
289
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
No
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,200
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletHK , IN , AR , ID , EI , IS , IT , JA , KS , LU , AS , MX , AU , NL , NZ , NO , PE , PL , PO , SN , SF , SP , SW , SZ , TW , TU , BE , AE , UK , BD , BR , CA , CJ , CH , CO , DA , FO , FI , FR , GM
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
18
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
15
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletTravis Crum1701 Mercy Health Place   Cincinnati,OH45237 (513) 952-5000
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Chris Allen
 
Chairman
 10.0
.................
3.0 		X   X       81,250 0 0
(2) JOHN STARCHER JR JD
 
President/CEO
 35.0
.................
15.0 		X   X       0 14,983,426 790,273
(3) KATHERINE W VESTAL PHD
 
Vice Chair
 3.0
.................
3.0 		X   X       14,583 0 0
(4) Clarion Johnson MD
 
Board Member
 3.0
.................
3.0 		X           0 0 0
(5) FR Myles N Sheehan SJ MD
 
BOARD MEMBER
 3.0
.................
3.0 		X           0 0 0
(6) Gerard Kells
 
Board Member
 3.0
.................
3.0 		X           0 0 0
(7) Janet Reid PhD
 
BOARD MEMBER
 3.0
.................
1.0 		X           0 0 0
(8) Jennifer O'Brien JD
 
Board Member
 3.0
.................
3.0 		X           0 0 0
(9) Joseph O'Shea
 
Board Member (Beg 07/19)
 3.0
.................
1.0 		X           0 24,936 0
(10) KATHERINE A ARBUCKLE CPA
 
BOARD MEMBER
 3.0
.................
3.0 		X           0 0 0
(11) Lizanne Gottung
 
Board Member
 3.0
.................
3.0 		X           0 0 0
(12) Peter Maddox
 
Board Member
 3.0
.................
3.0 		X           0 0 0
(13) RAJA RAJAMANNAR
 
BOARD MEMBER
 3.0
.................
1.0 		X           0 0 0
(14) SR CAROL ANNE SMITH HM
 
BOARD MEMBER
 3.0
.................
3.0 		X           0 0 0
(15) SR DORIS A GOTTEMOELLER RSM
 
Board Member
 3.0
.................
3.0 		X           0 0 0
(16) Sr Fran Gorsuch CBS
 
Board Member
 3.0
.................
3.0 		X           0 0 0
(17) SR PATRICIA ECK CBS
 
BOARD MEMBER
 3.0
.................
4.0 		X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Stephanie Ferguson PhD
 
Board Member
 3.0
.......................3.0 		X           0 0 0
(19) Christine Lay JD
 
Secretary (END 04/19)
 35.0
.......................15.0 		    X       614,385 0 19,182
(20) Christine Morris
 
Board Asst. Secretary
 35.0
.......................15.0 		    X       108,495 0 36,055
(21) CHRISTINE O'NEILL
 
BOARD SECRETARY (Beg 04/19)
 35.0
.......................15.0 		    X       0 160,290 16,835
(22) DEBORAH BLOOMFIELD PhD CPA
 
TREASURER & CFO
 35.0
.......................15.0 		    X       0 1,988,664 709,820
(23) Alethea Williams-Carlson
 
Chief Information Officer
 45.0
.......................10.0 		      X     911,103 0 250,863
(24) Andrea Mazzoccoli
 
SVP, Chief Nursing Officer
 40.0
.......................10.0 		      X     1,284,449 0 38,115
(25) BRIAN SMITH
 
EVP, Chief Operating Officer
 35.0
.......................15.0 		      X     0 2,588,611 730,301
(26) DAVID A CANNADY
 
Chief Strategy Officer
 35.0
.......................15.0 		      X     0 1,248,396 402,919
(27) Jeffrey Oak PhD
 
Chief Enterprise Risk Officer
 40.0
.......................10.0 		      X     1,043,394 0 36,442
(28) JEROME JUDD
 
Vice President, Treasury
 35.0
.......................15.0 		      X     0 1,015,007 247,411
(29) JOSEPH GAGE JR
 
SVP, CHIEF HUMAN RESOURCES OFFICER
 35.0
.......................15.0 		      X     0 1,310,642 338,793
(30) JUDSON IVY
 
Pres & CEO Ensemble RMC LLC (End 08/19)
 35.0
.......................15.0 		      X     0 2,087,090 29,978
(31) Mark Nantz
 
Chief Administrative Officer (End 08/19)
 40.0
.......................10.0 		      X     1,827,744 0 38,142
(32) MICHAEL BEZNEY JD
 
Chief Legal Officer & General Counsel
 35.0
.......................15.0 		      X     0 1,966,090 850,093
(33) Samuel Ross MD
 
Chief Community Health Officer
 12.5
.......................37.5 		      X     1,004,665 0 38,115
(34) Wael Haidar MD
 
Chief Clinical Officer
 40.0
.......................10.0 		      X     1,613,966 0 352,778
(35) Janice Burnett
 
VP Operations Finance (End 03/19)
 40.0
.......................0.0 		        X   1,682,736 0 8,553
(36) Marlon Priest MD
 
EVP, CMO (End 03/19)
 40.0
.......................0 		        X   1,513,989 0 30,914
(37) Matthew Toddy
 
EVP, Legal Affairs (End 03/19)
 40.0
.......................0 		        X   1,468,835 0 38,153
(38) Richard Statuto
 
President/CEO (End 01/19)
 0.0
.......................0 		        X   4,345,751 0 594,010
(39) Timothy Davis
 
Former EVP, CHRAO
 40.0
.......................0.0 		        X   1,295,710 0 29,523
(40) Martha Riva
 
Former Secretary / SVP Governance
 0.0
.......................0 		          X 103,468 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 18,914,523 27,373,152 5,627,268
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet421
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
TORGAN COOPER & AARON PC

17 STATE ST
39TH FLR
NEW YORK,NY10004 		Legal services 5,200,000
US BANK CORPORATE TRUST (SHIFTWISE)

PO BOX 70870
ST PAUL,MN551709705 		STAFFING SUPPORT 4,045,657
EPIC SYSTEMS CORPORATION

1979 MILKY WAY
VERONA,WI53593 		MEDICAL SOFTWARE AND SERVICES 3,829,480
JDA E HEALTH SYS INC

1415 W DIEHL RD
STE 200 N
NAPERVILLE,IL60563 		Revenue Cycle Software and Services 2,489,027
3M HEALTH INFORMATION SYSTEMS

PO BOX 120881
DALLAS,TX753120881 		IT Maintenance and Services 2,225,149
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet162
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 0
Program Service RevenueAmt Business Code
2a Corp Mgmt & IS Fees 900099 901,010,594 901,010,594    
b Retail Revenue 900099 31,515,227 31,515,227    
c MGMT Service Fees 900099 28,791,959 28,791,959    
d Premier & Other Partnerships 900099 11,987,020 12,305,689 -318,669  
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 973,304,800
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 13,524,303     13,524,303
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   6,626,544 6a
b Less: rental expenses   656,687 6b
c Rental income or (loss) 0 5,969,857 6c
d Net rental income or (loss).......MediumBullet 5,969,857   180,899 5,788,958
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   32,972,038 7a
b Less: cost or other basis and sales expenses   0 7b
c Gain or (loss) 0 32,972,038 7c
d Net gain or (loss).........MediumBullet 32,972,038     32,972,038
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a Medical Equipment Excise Tax Refund 900099 2,812,405     2,812,405
b Third Party Vendor Revenue 900099 3,422,053     3,422,053
c Care Coordination 900099 20,403     20,403
d All other revenue .... 11,142 0 0 11,142
e Total. Add lines 11a–11d ...... MediumBullet 6,266,003
12 Total revenue. See instructions.....MediumBullet 1,032,037,001 973,623,469 -137,770 58,551,302
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 2,154,473 2,154,473
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 9,313,726 8,382,353 931,373  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 265,084,527 238,576,074 26,508,453  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 10,498,014 9,448,213 1,049,801  
9 Other employee benefits ....... 279,202,326 251,282,093 27,920,233  
10 Payroll taxes ........... 3,830,014 3,447,013 383,001  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 442,482   442,482  
c Accounting ........... 17,704   17,704  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 190,375,110 171,337,599 19,037,511 0
12 Advertising and promotion .... 5,387,431 4,848,688 538,743  
13 Office expenses ....... 3,646,282 3,281,654 364,628  
14 Information technology ...... 37,973,734 34,176,361 3,797,373  
15 Royalties ..        
16 Occupancy ........... 18,160,594 16,344,535 1,816,059  
17 Travel ............ 5,506,327 4,955,694 550,633  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 1,328,161 1,195,345 132,816  
20 Interest ........... 4,262,185 4,262,185    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 30,730,554 27,657,499 3,073,055  
23 Insurance ... 273,613 246,252 27,361  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Medical Supplies 22,457,369 22,457,369    
b Contract Labor 1,355,734 1,220,161 135,573  
c Professional Dues, Fees, & Subscriptions 956,906 861,215 95,691  
d Recruitment 467,771 420,994 46,777  
e All other expenses 2,549,561 2,294,604 254,957 0
25 Total functional expenses. Add lines 1 through 24e 895,974,598 808,850,374 87,124,224 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1  
2 Savings and temporary cash investments ......... 52,853,607 2 721,396,343
3 Pledges and grants receivable, net ...... 0 3  
4 Accounts receivable, net ............. 9,670,100 4 11,660,758
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 61,652 7 760,693
8 Inventories for sale or use ............ 0 8  
9 Prepaid expenses and deferred charges ...... 15,201,593 9 21,129,004
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 480,093,774
b Less: accumulated depreciation 10b 398,396,938 143,302,086 10c 81,696,836
11 Investments—publicly traded securities . 203,695,928 11 240,675,948
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 223,676,503 13 43,598,459
14 Intangible assets ............... 0 14  
15 Other assets. See Part IV, line 11 ........... 591,431,810 15 633,700,173
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,239,893,279 16 1,754,618,214
Liabilities 17 Accounts payable and accrued expenses ..... 96,455,237 17 87,363,335
18 Grants payable ... 0 18  
19 Deferred revenue ......... 21,548,210 19 15,490,738
20 Tax-exempt bond liabilities ......... 0 20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 7,137,164 23 4,845,965
24 Unsecured notes and loans payable to unrelated third parties .. 0 24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 175,373,440 25 928,765,036
26 Total liabilities. Add lines 17 through 25.. 300,514,051 26 1,036,465,074
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 939,379,228 27 716,087,390
28 Net assets with donor restrictions ........... 0 28 2,065,750
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds ..... 0 29  
30 Paid-in or capital surplus, or land, building or equipment fund ... 0 30  
31 Retained earnings, endowment, accumulated income, or other funds 0 31  
32 Total net assets or fund balances ........... 939,379,228 32 718,153,140
33 Total liabilities and net assets/fund balances ........ 1,239,893,279 33 1,754,618,214
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,032,037,001
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
895,974,598
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
136,062,403
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
939,379,228
5
Net unrealized gains (losses) on investments ...............
5
35,929,560
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
-217,050,102
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-176,167,949
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
718,153,140
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID: 19010655
Software Version: 2019v5.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Bon Secours Mercy Health Inc
 
Employer identification number

52-1301088
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................34
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) Bon Secours Hospital Baltimore Inc
  		521909599 3 Yes   7,669,988 0
(B) Bon Secours Housing Inc
  		521442707 9 Yes   0 0
(C) Bon Secours Housing II Inc
  		521543174 9 Yes   0 0
(D) Bon Secours of Maryland Foundation Inc
  		521732800 7 Yes   2,223,228 0
(E) Unity Properties Inc
  		521857768 7 Yes   0 0
(F) Bon Secours DePaul Health Foundation
  		541843876 7 Yes   100,000 0
(G) Bon Secours DePaul Medical Center Inc
  		541820093 3 Yes   51,500,224 0
(H) Bon Secours Maryview Foundation
  		521694731 7 Yes   342,719 0
(I) Bon Secours Maryview Nursing Care Center
  		521578169 9 Yes   1,341,688 0
(J) Maryview Hospital
  		540506463 3 Yes   88,042,244 0
(K) Mary Immaculate Hospital Incorporated
  		540548200 3 Yes   33,002,237 0
(L) Mary Immaculate Nursing Center Inc
  		541516476 9 Yes   1,041,054 0
(M) Bellefonte Physician Services Inc
  		352320780 9 Yes   30,495,652 0
(N) Bon Secours Kentucky Health System Foundation Inc
  		611381952 7 Yes   100,000 0
(O) Our Lady of Bellefonte Hospital Inc
  		611356023 3 Yes   30,196,791 0
(P) Frances Schervier Home and Hospital
  		131740397 9 Yes   0 0
(Q) Schervier Housing Development Fund Corporation
  		133098867 9 Yes   0 0
(R) Bon Secours Memorial Regional Medical Center Inc
  		541744931 3 Yes   77,004,322 0
(S) Bon Secours Richmond Community Hospital Incorporated
  		540647482 3 Yes   27,564,469 0
(T) Bon Secours Richmond Health Care Foundation
  		541201346 7 Yes   1,436,970 0
(U) Bon Secours St Francis Medical Center Inc
  		311716973 3 Yes   55,286,897 0
(V) Bon Secours St Marys Hospital of Richmond Inc
  		540793767 3 Yes   129,797,058 0
(W) Chesapeake Hospital Corporation
  		237424835 3 Yes   11,317,051 0
(X) Chesapeake Medical Group Inc
  		541857174 9 Yes   2,820,386 0
(Y) Rappahannock General Hospital Foundation Inc
  		541210450 7 Yes   0 0
(Z) Bon Secours St Francis Health System Foundation Inc
  		260012031 7 Yes   175,000 0
(AA) St Francis Hospital Inc
  		582504530 3 Yes   87,748,322 0
(AB) Bon Secours Maria Manor Nursing Care Center Inc
  		650061820 9 Yes   3,252,495 0
(AC) Bon Secours St Petersburg Home Care Services Inc
  		134334363 9 Yes   1,501,854 0
(AD) Bon Secours Health System Foundation Inc
  		474765376 7 Yes   0 0
(AE) Congregation of Bon Secours of Paris Incorporated
  		453662533 1 Yes   0 0
(AF) Sisters of Bon Secours of the US Incorporated
  		520715234 1 Yes   0 0
(AG) Schervier Apartments LLC
  		471364217 9 Yes   0 0
(AH) IVNA Health Services
  		541479847 9 Yes   580,575 0
Total
34
 644,541,224 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
Yes
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in (a) above?
11b
 
No
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
Yes
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
Yes
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
Yes
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
Yes
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
Yes
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
Yes
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
Yes
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part IV, Section A, Line 6 Support to other supported orgs The filing organization did provide support in the form of grants and other assistance to organizations other than their supported organizations. The organization regularly provides financial support to charitable and religious organizations with similar tax exempt purposes.
Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies The filing organization maintains a close and continuous working relationship with the Sisters of Bon Secours in the United States because members of the order serve on its board and because the Congregation is the founding and participating entity in the filing organization's canonical sponsor. The filing organization maintains a close and continuous working relationship with its other supported organizations through the Governance Steering Committee, which is comprised of the BSMH Board Chair, BSMH President/CEO, and the Board Chairs, Board Presidents, and CEOs of each local system. The committee meets quarterly to bring together governance leadership throughout the system for education, sharing and working toward governance best practices. The local board chairs and presidents also meet with the BSMH Board Chair in executive session at each meeting. The supported organizations have a significant voice in the use of the filing organization's income and assets. Representatives of the supported organizations have clear channels of communication to relay to the filing organization's staff and leadership the resources they want and need in order to carry out their operations in furtherance of their shared health care mission. Supported organizations communicate their needs through the annual budget approval process and through ad hoc requests as needs arise. The filing organization's staff and leadership take account of the information they receive from the supported organizations in developing budgets and proposed allocations of resources to be presented to the filing organization's Board for debate and approval.
Schedule A, Part IV, Section E, Line 2a Org. Activities Directly Further The Exempt Purposes Substantially all of the filing organization's activities directly furthered the exempt purposes of the Sisters of Bon Secours in the United States and the other supported organizations because the activities were all carrying out the shared health care mission of Bon Secours Mercy Health, Inc. The filing organization developed system-wide policies, provided services such as electronic health records system maintenance, procurement, accounting, and legal to support the delivery of health care to the communities served and to enable the Sisters of Bon Secours to carry out their faith-based health care mission consistently and effectively across the system.
Schedule A, Part IV, Section E, Line 2b Activities That One Or More Supp. Org. Engaged In The filing organization's supported organizations would have engaged in the filing organization's activities but for the filing organization's involvement because the functions and services performed by the filing organization are all important to sound operations that deliver quality health care that is compliant with legal and regulatory requirements and the faith-based mission of Bon Secours Mercy Health.
Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee The filing organization had the power to appoint or elect a majority of the officers and directors of its supported organizations, other than the Sisters of Bon Secours of the United States, which has the authority, through its relationship with the filing organization's sole member, to appoint the board of the filing organization. The filing organization exercises this power through its control over the parent entities of the local health systems which in turn have control over the supported organizations.
Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities The supported organizations are subject to the general supervision or control of filing organization. Per the governing documents of each of the supported organizations, the filing organization has the power to approve strategic plans, capital budgets, operating budgets, as well as change the philosophy, objectives or purposes of the organizations.
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Bon Secours Mercy Health Inc
 
Employer identification number

52-1301088
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   11,241,726 11,241,726
b Buildings ....   12,653,201 5,689,060 6,964,141
c Leasehold improvements   2,438,989 1,836,832 602,157
d Equipment ....   447,527,879 390,107,738 57,420,141
e Other .....   6,231,979 763,308 5,468,671
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 81,696,836
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)Due from Affiliates 535,453,663
(2)HPL/GL Asset 39,423,946
(3)Actuarial value of excess recoverables WC  
(4)Ground Lease & Amortization  
(5)Capital Accumulation 864,480
(6)Miscellaneous A/R 6,617,260
(7)Rent Receivable  
(8)Investment in BSAC  
(9)Other Misc Assets 2,681
(10)Intangible Assets 16,847,819
(11)Miscellaneous Investments 23,131,534
(12)Right of Use Asset 11,358,790
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 633,700,173
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 928,765,036
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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 as of December 31, 2019. Accounting for uncertainty in income taxes, ASC Topic 740-10 prescribes a comprehensive model for how an organization should measure, recognize, present and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. The Company is subject to routine audits by taxing jurisdictions. An Internal Revenue Service audit of Mercy for 2016 and 2017 tax periods was completed in July 2019. There are no current audits in progress. The Company believes it is no longer subject to income tax examinations for years prior to 2014. As of December 31, 2019, the Company has no uncertain tax positions. The Company's taxable subsidiaries had $205,170 and $169,666 of net operating loss carryforwards as of December 31, 2019 and 2018, respectively, which expire in varying periods through 2037 and are available to offset future taxable income. The Company accounts for income taxes under the asset and liability method. Under this method, deferred tax assets and liabilities are recognized for the estimated future tax consequences attributable to differences between the financial statement carrying amounts of existing assets and liabilities and their respective tax bases. Deferred tax assets and liabilities are measured using enacted tax rates expected to be in effect during the year in which those temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date. Interest and penalties related to income taxes are accounted for as income tax expense. The Company's deferred tax assets are fully reserved at December 31, 2019 and 2018 as the Company considers it more likely than not that these amounts will not be recognized.
Schedule D (Form 990) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Bon Secours Mercy Health Inc
 
Employer identification number

52-1301088
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 1 0 Program Services Off-Shore Captive Management 27,659,828
Central America and the Caribbean 0 0 Investments   240,125,642
East Asia and the Pacific 0 0 Investments   150,136,317
Europe (Including Iceland and Greenland) 0 0 Investments   393,096,863
Middle East and North Africa 0 0 Investments   2,306,910
North America (Canada & Mexico only) 0 0 Investments   33,661,886
South America 0 0 Investments   4,039,017
South Asia 0 0 Investments   1,635,892
Sub-Saharan Africa 0 0 Investments   3,416,693
           
           
           
           
           
           
           
           
3a Sub-total .... 1 0 856,079,048
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 1 0 856,079,048
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


Software ID: 19010655
Software Version: 2019v5.0




Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Bon Secours Mercy Health Inc
 
Employer identification number
52-1301088
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Bon Secours DePaul Health Foundation
7007 Harbour View Blvd 108
Suffolk,VA23435 		54-1843876 501 (c) (3) 100,000       Mission Support
(2) The Bon Secours of Maryland Foundation Inc
26 N Fulton Avenue
Baltimore,MD21223 		52-1732800 501 (c) (3) 100,000       Mission Support
(3) St Francis Hospital Inc
One St Francis Drive
Greenville,SC29601 		58-2504530 501 (c) (3) 100,000       Mission Support
(4) Bon Secours Richmond Healthcare Foundation
8580 Magellan Parkway Building IV
Richmond,VA23227 		54-1201346 501 (c) (3) 100,000       Mission Support
(5) Bon Secours Maria Manor Nursing Care Center
10300 Fourth Street N
St Petersburg,FL33716 		65-0061820 501 (c) (3) 98,411       Mission Support
(6) Good Samaritan Hospital
PO Box 2767
York,PA17405 		23-0794160 501 (c) (3) 105,647       Mission Support
(7) Bon Secours Kentucky Health System Foundation Inc
1701 Mercy Health Place
Cincinnati,OH45237 		61-1381952 501 (c) (3) 100,000       Mission Support
(8) CareAlliance Health Services
1483 Tobias Gadson Blvd Suite 101
Charleston,SC29407 		57-0831165 501 (c) (3) 100,000       Mission Support
(9) Riverdale Senior Services
2600 Netherland Av
Bronx,NY10463 		23-7357997 501 (c) (3) 100,000       Mission Support
(10) Catholic Relief Services
228 W Lexington Street
Baltimore,MD21201 		13-5563422 501 (c) (3) 75,000       Disaster Relief
(11) Congregation Bon Secours of Paris Inc
1527 Marriottsville Rd
Marriottsville,MD21104 		45-3662533 501 (c) (3) 262,100       Mission Support
(12) Sisters Academy of Baltimore Inc
139 First Ave
Baltimore,MD21227 		34-1975939 501 (c) (3) 25,000       Mission Support
(13) Global Smile Foundation
101 Access Rd Ste 205
Norwood,MA02062 		26-2668127 501 (c) (3) 50,000       Global Smile Donation
(14) Friends in Solidarity Inc
8737 Colesville Rd Suite 610
Silver Spring,MD20910 		47-5649302 501 (c) (3) 135,000       Mission Support
(15) Mercy Beyond Borders
1885 De La Cruz Blvd Ste 101
Santa Clara,CA95050 		26-0323282 501 (c) (3) 15,000       Mission Support
(16) Catholic Medical Mission Board Inc
100 Wall Street Floor 9
New York,NY10005 		13-5602319 501 (c) (3) 400,000       Maternal and Child Health Collaborative
(17) Americares
88 Hamilton Ave
Stamford,CT06902 		06-1008595 501 (c) (3) 100,000       Mission Support
(18) Midwives for Haiti Inc
7130 Glen Forest Drive Suite 101
Richmond,VA23226 		27-2368581 501 (c) (3) 120,000       Midwives for Haiti Donation
(19) Catholic Charities USA
2050 Ballenger Ave Suite 400
Alexandria,VA22314 		53-0196605 501 (c) (3) 50,000       Mission Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
19
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Per Bon Secours Mercy Health's system-wide financial and accounting policies, contributions are generally made as reimbursements for funds spent. In such cases, the donee/grantee organization must provide documentation to the filing organization before funds are approved for disbursement. In other cases, grantees submit progress reports on the anniversary date on which the grant was received. The evaluation report includes: 1) progress toward the deployment of the stated goals and objectives, 2) progress towards the achievement of desired outcome as demonstrated by Project Work Plan, 3) an accurate accounting of the revenue and expenses and the amount of the mission fund award expensed, and 4) a summary past, current and future funding sources and efforts to secure sustaining sources of funding. Description of the Bon Secours Health System Mission Fund: Bon Secours Mercy Health performs its philanthropic work through its mission department. This initiative, called the Bon Secours Health System Mission Fund ("Mission Fund"), was developed to promote the Catholic Health Ministry and the Bon Secours Mercy Health, Inc. Mission. This purpose is realized through the funding of initiatives that improve the health and well-being of communities, particularly for disenfranchised and marginalized people, served by Bon Secours Mercy Health Local Systems ("Local Systems"), Cosponsors and the Congregation of the Sisters of Bon Secours. The scope of its purpose and use of funds would be to: -promote healthy community coalition initiatives in conjunction with local system efforts, -develop local system and community excellence for a specific health condition and preventive need, and -improve access for uninsured populations and reduce health disparities among populations in the community. The Strategic Quality Plan of the health system calls for focused efforts to Build Healthier Communities. The health system understands "health" to include social and communal dimensions and has adopted the following articulation of a healthy community. The conditions of communities and individuals served by Bon Secours Mercy Health reflect the interaction of significant factors and complex behaviors at the individual, communal, and societal level. It is not likely that interventions by any one organization will result in substantial improvement or benefit to the community. Rather, increased participation by stakeholders and greater cooperation among entities with appropriate skills and resources is necessary for systemic change and improved outcomes. Mission Fund grants place emphasis on increased collaboration among community based members (Healthy Community Initiative), public health officials and other providers of services. The Mission Fund anticipates that most endeavors that seek to bring meaningful improvement require time and commitment. Consequently, local system grant recipients may expect continuity of support (several years) to establish and track outcomes. At the same time, grant applicants need to cultivate and achieve a wide array of financial resources necessary to sustain promising projects and service programs.
Schedule I (Form 990) 2019



Additional Data


Software ID: 19010655
Software Version: 2019v5.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Bon Secours Mercy Health Inc
 
Employer identification number

52-1301088
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1JOHN STARCHER JR JD
 
President/CEO 		(i)

(ii)		 0
-------------
1,578,584 		0
-------------
11,152,000 		0
-------------
2,252,842 		0
-------------
737,265 		0
-------------
53,008 		0
-------------
15,773,699 		0
-------------
545,700
2Martha Riva
 
Former Secretary / SVP Governance 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		103,468
-------------
0 		0
-------------
0 		0
-------------
0 		103,468
-------------
0 		0
-------------
0
3DEBORAH BLOOMFIELD PhD CPA
 
TREASURER & CFO 		(i)

(ii)		 0
-------------
832,809 		0
-------------
459,540 		0
-------------
696,315 		0
-------------
686,558 		0
-------------
23,262 		0
-------------
2,698,484 		0
-------------
162,291
4CHRISTINE O'NEILL
 
BOARD SECRETARY (Beg 04/19) 		(i)

(ii)		 0
-------------
117,574 		0
-------------
9,205 		0
-------------
33,511 		0
-------------
8,366 		0
-------------
8,469 		0
-------------
177,125 		0
-------------
0
5Christine Lay JD
 
Secretary (END 04/19) 		(i)

(ii)		 63,824
-------------
0 		56,980
-------------
0 		493,581
-------------
0 		5,166
-------------
0 		14,016
-------------
0 		633,567
-------------
0 		39,040
-------------
0
6MICHAEL BEZNEY JD
 
Chief Legal Officer & General Counsel 		(i)

(ii)		 0
-------------
710,784 		0
-------------
405,000 		0
-------------
850,306 		0
-------------
815,286 		0
-------------
34,807 		0
-------------
2,816,183 		0
-------------
63,723
7JEROME JUDD
 
Vice President, Treasury 		(i)

(ii)		 0
-------------
408,141 		0
-------------
216,000 		0
-------------
390,866 		0
-------------
226,977 		0
-------------
20,434 		0
-------------
1,262,418 		0
-------------
67,722
8JOSEPH GAGE JR
 
SVP, CHIEF HUMAN RESOURCES OFFICER 		(i)

(ii)		 0
-------------
495,347 		0
-------------
257,168 		0
-------------
558,127 		0
-------------
308,057 		0
-------------
30,736 		0
-------------
1,649,435 		0
-------------
91,888
9BRIAN SMITH
 
EVP, Chief Operating Officer 		(i)

(ii)		 0
-------------
961,672 		0
-------------
540,000 		0
-------------
1,086,939 		0
-------------
698,184 		0
-------------
32,117 		0
-------------
3,318,912 		0
-------------
210,284
10JUDSON IVY
 
Pres & CEO Ensemble RMC LLC (End 08/19) 		(i)

(ii)		 0
-------------
422,767 		0
-------------
375,026 		0
-------------
1,289,297 		0
-------------
3,413 		0
-------------
26,565 		0
-------------
2,117,068 		0
-------------
596,057
11DAVID A CANNADY
 
Chief Strategy Officer 		(i)

(ii)		 0
-------------
572,169 		0
-------------
315,900 		0
-------------
360,327 		0
-------------
373,625 		0
-------------
29,294 		0
-------------
1,651,315 		0
-------------
42,000
12Alethea Williams-Carlson
 
Chief Information Officer 		(i)

(ii)		 484,141
-------------
0 		66,665
-------------
0 		360,297
-------------
0 		231,221
-------------
0 		19,642
-------------
0 		1,161,966
-------------
0 		21,437
-------------
0
13Mark Nantz
 
Chief Administrative Officer (End 08/19) 		(i)

(ii)		 526,687
-------------
0 		145,001
-------------
0 		1,156,056
-------------
0 		16,800
-------------
0 		21,342
-------------
0 		1,865,886
-------------
0 		282,375
-------------
0
14Samuel Ross MD
 
Chief Community Health Officer 		(i)

(ii)		 635,157
-------------
0 		99,316
-------------
0 		270,192
-------------
0 		16,800
-------------
0 		21,315
-------------
0 		1,042,780
-------------
0 		0
-------------
0
15Jeffrey Oak PhD
 
Chief Enterprise Risk Officer 		(i)

(ii)		 512,998
-------------
0 		75,005
-------------
0 		455,391
-------------
0 		16,800
-------------
0 		19,642
-------------
0 		1,079,836
-------------
0 		32,526
-------------
0
16Wael Haidar MD
 
Chief Clinical Officer 		(i)

(ii)		 755,956
-------------
0 		185,502
-------------
0 		672,508
-------------
0 		323,763
-------------
0 		29,015
-------------
0 		1,966,744
-------------
0 		0
-------------
0
17Andrea Mazzoccoli
 
SVP, Chief Nursing Officer 		(i)

(ii)		 467,986
-------------
0 		63,642
-------------
0 		752,821
-------------
0 		16,800
-------------
0 		21,315
-------------
0 		1,322,564
-------------
0 		46,455
-------------
0
18Marlon Priest MD
 
EVP, CMO (End 03/19) 		(i)

(ii)		 133,028
-------------
0 		108,188
-------------
0 		1,272,773
-------------
0 		9,599
-------------
0 		21,315
-------------
0 		1,544,903
-------------
0 		0
-------------
0
19Timothy Davis
 
Former EVP, CHRAO 		(i)

(ii)		 109,860
-------------
0 		96,140
-------------
0 		1,089,710
-------------
0 		8,208
-------------
0 		21,315
-------------
0 		1,325,233
-------------
0 		0
-------------
0
20Janice Burnett
 
VP Operations Finance (End 03/19) 		(i)

(ii)		 119,250
-------------
0 		96,956
-------------
0 		1,466,530
-------------
0 		8,303
-------------
0 		250
-------------
0 		1,691,289
-------------
0 		345,076
-------------
0
21Matthew Toddy
 
EVP, Legal Affairs (End 03/19) 		(i)

(ii)		 93,371
-------------
0 		89,006
-------------
0 		1,286,458
-------------
0 		7,385
-------------
0 		30,768
-------------
0 		1,506,988
-------------
0 		281,332
-------------
0
22Richard Statuto
 
President/CEO (End 01/19) 		(i)

(ii)		 889,815
-------------
0 		794,102
-------------
0 		2,661,834
-------------
0 		572,672
-------------
0 		21,338
-------------
0 		4,939,761
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
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 4b Terms and conditions of the Lima Market SERP THE LIMA MARKET 457(F) PLAN PROVIDES A FLEXIBLE BENEFIT ALLOWANCE TO PERSONS SELECTED BY THE BOARD OF TRUSTEES OR ITS DELEGATE. THIS ALLOWANCE MAY BE ALLOCATED AMONG VARIOUS INSURANCE AND DEFERRED COMPENSATION BENEFIT OPTIONS. THE PLAN IS NO LONGER ACCEPTING NEW PARTICIPANTS AND THE CESSATION OF CONTRIBUTIONS HAS OCCURRED. AMOUNTS INCLUDIBLE IN TAXABLE COMPENSATION FOR LISTED PARTICIPATING INDIVIDUALS IN THE REPORTING YEAR WERE AS FOLLOWS: BRIAN SMITH $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. 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: Andrea Mazzoccoli, $248,987; Brian Smith, $253,846; David Cannady, $0; Deborah Bloomfield, $187,626; Jeff Oak, $107,693; Jerome Judd, $70,108; John Starcher, Jr. JD, $652,308; Joseph Gage, Jr. $159,214; Judson Ivy, $328,327; Alethea Williams-Carlson, $37,500; Michael Bezney, $353,923; Samuel Ross, $132,421; Wael Haidar, $50,000.
Schedule J, Part I, Line 4b Terms and conditions of the Mercy Health SERP 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 delegate. It provides annual credits of a specified percentage of compensation and annual interest credits. Participants vest 50%, 75%, and 100% in their accounts after 5, 6, and 7 years of service, respectively. Vesting occurs earlier for death or total disability or reaching age 60 while employed, or involuntary termination of employment within 24 months after a change in control of the organization or due to position elimination. Payments during employment are made for required tax withholding. Payment of the vested account balance in a lump sum occurs after termination of employment. Amounts includable as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Michael Bezney $0; Joseph Gage, Jr. $0; Brian Smith $0; John Starcher, Jr. JD $0.
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 J, Part I, Line 1a Tax indemnification and gross-up payments A tax indemnification benefit to cover the income tax incurred on gifts was paid to one former officer. This has been discontinued. The entire benefit was treated as taxable compensation.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use Employer provided temporary housing related to employee relocation was provided for one key employee. The entire benefit was treated as taxable compensation.
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: Christine Lay $233,700; Janice Burnett $581,179; Mark Nantz $246,157; Marlon Priest $671,899; Matthew Toddy $516,970; and Timothy Davis, $574,594.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The filing organization participates in a Bon Secours sponsored executive retirement program that allows for deposits into additional retirement plans available to officers and certain key employees. The 457F plan is a non-qualified plan and is subject to a minimum three-year service requirement before vesting on deposits is made into this plan. Individuals that participated or received a distribution include: Janice Burnett, $375,086; Alethea Williams-Carlson, $28,712; Mark Nantz, $397,539; Matthew Toddy, $312,508; Wael Haidar, MD, $0; Christine Lay, $41,244; Andrea Mazzoccoli, $59,682; Jeff Oak, $35,749.
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 (Form 990) 2019

Additional Data


Software ID: 19010655
Software Version: 2019v5.0
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Bon Secours Mercy Health Inc
 
Employer identification number

52-1301088
Return Reference Explanation
Form 990, Part VI, Line 4 Significant changes to organizational documents The Bon Secours Mercy Health organizing documents were amended to reflect the merger of Mercy Health into Bon Secours Mercy Health, Inc. with an effective date of January 1, 2020.
Form 990, Part VI, Line 6 Classes of members or stockholders Bon Secours Mercy Ministries is a public juridic person under the Canon Law of the Catholic Church which, by decree dated December 14, 2018, has been erected as a public juridic person of pontifical right to succeed to certain of the healthcare activities of the Founding Organizations whose members are: Sisters of Bon Secours USA, the Sisters of Humility of Mary, and the Sisters of Mercy of the Americas, South Central Community. No person may be appointed or continue to serve as a Member of the Bon Secours Mercy Health Corporate Member unless that person is a Catholic in good standing.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The BSMH Corporate Member has certain inherent rights to approve decisions of the governing body. Certain matters require approval of the BSMH Corporate Member, BSMH Governing body, or BSMH CEO. BSMH's Regulations describe the level of approval required for various decisions.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The BSMH Corporate Member has the right to elect or remove trustees. All members of the board of trustees have full voting rights.
Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY BSMH'S TAX DEPARTMENT AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY OF THE FORM 990 IS THEN REVIEWED BY MANAGEMENT. UPON REVIEW, THE FORM 990 IS THEN FORWARDED TO THE AUDIT & COMPLIANCE COMMITTEE FOR APPROVAL. ADDITIONALLY, THE HUMAN RESOURCES COMMITTEE REVIEWS ALL COMPENSATION RELATED SCHEDULES AND DISCLOSURES. BOTH THE AUDIT & COMPLIANCE COMMITTEE AND THE COMPENSATION COMMITTEE ARE INDEPENDENT OF THE FILING ORGANIZATION. 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 Audit and Compliance Committee (ACC) of the BSMH Board has the ultimate responsibility for Conflict of Interest, including the Policy implementation, compliance monitoring, and enforcement. Through the ACC, 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 submits to the ACC a report of all conflicts and how they will be managed. The ACC will review such recommendations and either approve or request changes until approval may be granted.
Form 990, Part VI, Line 15a Process to establish compensation of top management official The organization's formal process for determining total compensation for the CEO and other officers and key employees follows a board-approved Compensation Philosophy that is intended to provide reasonable compensation for accomplishing the organization's mission, to recognize performance, and to operate in keeping with the organization's obligations as a tax-exempt charitable organization. Compensation decisions are made by independent persons, are based on appropriate comparability data, and are concurrently documented. The Compensation Committee, comprised of independent members of the organization's board of trustees, conducts an annual review of the compensation of the CEO and other executive officers and key employees who constitute disqualified persons. In doing so, the Committee retains a qualified independent compensation consultant to conduct competitive market analysis of the market ranges of base, incentive, total cash compensation, and total remuneration. The compensation consultant provides an opinion concerning the reasonableness of the compensation of the CEO and the officers and key employees reviewed by the Committee. The Committee utilizes that analysis and other appropriate information in connection with its annual review and recommendation of the CEO's compensation and its determination of compensation ranges for other reviewed officers and key employees. The Committee determines that the CEO's compensation and the compensation of reviewed officers and key employees within these ranges is reasonable and within the Compensation Philosophy. Information which the Committee may consider can include but is not limited to the performance of an individual, behavioral feedback, the performance of the organization, an individual's length of service, credentials and experience, the importance of retaining the individual, the elements of total compensation and salary history, the organization's compensation targets, and comparability data, including the data prepared by the independent consultant and reviewed with the Committee. The Committee incorporates a formal performance appraisal process in the CEO's compensation review. It utilizes a multi-perspective approach and performance measures which are linked to the organization's long-term strategic plan, achievement of annual system objectives, and personal objectives. The CEO is not present when the Committee discusses and establishes his/her compensation. In addition, the Committee determines if the threshold requirements for incentive awards are met, consisting of the organization's performance results for pre approved board approved goals and financial performance. The Committee recommends to the full board the CEO's salary adjustment and incentive award as well as the incentive award levels for which other listed individuals may be eligible. The Committee's report concerning salary range adjustments, incentive awards and the basis for the Committee's decisions goes to the full board for consideration in executive session which does not include the CEO or other officers or key employees. The full board reviews the CEO's performance and determines the salary adjustments and incentive award to be made for the CEO. For the EVP, SVP market CEO positions and other disqualified persons, salary adjustments and incentive awards are approved by the organization's CEO within such board and Committee-approved parameters and disclosed to the Committee. As with the CEO, all listed individuals undergo a formal performance appraisal utilizing a multi-perspective approach and performance measures which are linked to the organization's long-term strategic plan, achievement of annual system objectives, and personal objectives. Incentive awards are subject to repayment if the organization must restate financial reports due to material noncompliance with the organization's Code of Responsibility and Standards of Reasonable Conduct.
Form 990, Part VI, Line 15b Process to establish compensation of other employees See explanation for 15a.
Form 990, Part VI, Line 19 Required documents available to the public The BSMH governing documents, conflict of interest policy and financial statements are available to the public upon request.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Miscellaneous Revenue - Total Revenue: 11142, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 11142;
Form 990, Part IX, Line 11g Other Fees Physician Services - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 18828268, Fundraising Expenses: ; Other Fees For Services - Total Expense: 2092429, Program Service Expense: 1883186, Management and General Expenses: 209243, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Additional Minimum Pension Liability - -10445195; Transfers to Affiliates - -XXX-XX-XXXX; NCI Revenue - 281515; Addition of Accounting Units - -1109394; Grant Expense Reversal - 88607;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Bon Secours Mercy Health Inc
 
Employer identification number

52-1301088
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) Bon Secours Associated Services LLC
1505 Marriottsville Road
Marriottsville,MD21104
52-2321591 		Healthcare MD 0 3,020,557 Bon Secours Mercy Health Inc
 
(2) Townley IV Farm LLC
1402 Stapleton Road
Gladstone,VA245533138
54-1833386 		Farm VA 0 7,954,248 Bon Secours Mercy Health Inc
 
(3) Bon Secours Good Helpcare LLC
1505 Marriottsville Road
Marriottsville,MD21104
46-0889532 		Accountable Care Organization MD 0 0 Bon Secours Mercy Health Inc
 
(4) Bon Secours Richmond LLC
8580 Magellan Parkway
Richmond,VA23227
54-1356155 		Richmond Health System Parent Org VA 53,875 7,577,437 Bon Secours Mercy Health Inc
 
(5) EA-BSD 1 LLC
1505 Marriottsville Road
Marriottsville,MD21104
 Holding Company DE 0 0 Bon Secours Grosse Pointe III LLC
 
(6) Bon Secours Grosse Pointe III LLC
1505 Marriottsville Road
Marriottsville,MD21104
38-3404533 		Holding Company MI 0 0 Bon Secours Mercy Health Inc
 
(7) Shannon HealthMOB
3 Richland Medical Park Suite 120
Columbia,SC29203
57-1127828 		Rental Activity SC 6,443,940 24,453,211 Bon Secours Mercy Health Inc
 
(8) Good Help Connections LLC
8990 Old Annapolis Road
Columbia,MD21045
47-2345223 		Computer Services MD 7,774,624 2,517,666 Bon Secours Mercy Health Inc
 
(9) Bon Secours Mercy Health Emporia LLC
727 N Main Street
Emporia,VA238471274
84-3065045 		Hospital VA 0 213,336,921 Bon Secours Richmond LLC
 
(10) Bon Secours Mercy Health Petersburg LLC
200 Medical Park Blvd
Petersburg,VA238059274
84-3050337 		Hospital VA 0 23,719,853 Bon Secours Richmond LLC
 
(11) Bon Secours Mercy Health Chester Imaging LLC
5875 Bremo Road
Suite 710B
Richmond,VA23226
84-3475255 		Healthcare VA 0 0 Bon Secours Richmond LLC
 
Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)MERCY HEALTH
1701 Mercy Health Place

CINCINNATI,OH45237
31-1161086 		HEALTHCARE SYSTEM PARENT OH 501(c)(3) 3 Bon Secours Mercy Health Inc
 
Yes
 
(2)MERCY HEALTH FOUNDATION
1701 Mercy Health Place

CINCINNATI,OH45237
20-1072726 		FUNDRAISING OH 501(c)(3) 7 MERCY HEALTH
 
Yes
 
(3)MERCY HEALTH RETIREMENT TRUST
1701 Mercy Health Place

CINCINNATI,OH45237
31-6046304 		RETIREMENT TRUST OH 501(c)(3) 7 MERCY HEALTH
 
Yes
 
(4)COMMUNITY HEALTH PARTNERS PHYSICIANS OFFICE BUILDINGS
3700 KOLBE ROAD

LORAIN,OH44053
34-1268828 		MEDICAL OFFICE RENTAL OH 501(c)(3) 10 MERCY HEALTH - REGIONAL MEDICAL CENTER LLC
 
Yes
 
(5)ALLEN MEDICAL CENTER MEDICAL OFFICE BUILDING
200 WEST LORAIN ST

OBERLIN,OH44074
36-4504991 		MEDICAL OFFICE RENTAL OH 501(c)(3) 10 MERCY HEALTH - ALLEN HOSPITAL LLC
 
Yes
 
(6)MERCY FRANCISCAN SENIOR HEALTH AND HOUSING SERVICES INC
7010 ROWAN HILLS DR

CINCINNATI,OH45227
31-1308729 		RETIREMENT HOME OH 501(c)(3) 10 MERCY HEALTH CINCINNATI LLC
 
Yes
 
(7)MERCY FRANCISCAN SOCIAL MINISTRIES INC
1800 LOGAN STREET

CINCINNATI,OH45210
31-1222942 		LOW INCOME HOUSING OH 501(c)(3) 7 MERCY HEALTH CINCINNATI LLC
 
Yes
 
(8)COMMUNITY MERCY HEALTH SYSTEM
100 Medical Center Drive

SPRINGFIELD,OH45504
30-0272454 		MARKET PARENT OH 501(c)(3) Type III-FI MERCY HEALTH
 
Yes
 
(9)COMMUNITY MERCY HEALTH PARTNERS
100 Medical Center Drive

SPRINGFIELD,OH45504
31-0785684 		HOSPITAL OH 501(c)(3) 3 COMMUNITY MERCY HEALTH SYSTEM
 
Yes
 
(10)C H HEALTH SERVICES COMPANY
100 Medical Center Drive

SPRINGFIELD,OH45504
31-1181984 		HOSPITAL OH 501(c)(3) 3 COMMUNITY MERCY HEALTH SYSTEM
 
Yes
 
(11)THE WALLACE S MURRAY AND FRANCES RABBITTS MURRAY MEMORIAL TRUST
100 Medical Center Drive

SPRINGFIELD,OH45504
34-6827136 		INDIGENT MEDICAL CARE OH 501(c)(3) Type I NA
 
 
No
(12)MERCY PROPERTY HOLDINGS
2200 JEFFERSON AVENUE

TOLEDO,OH43604
30-0699825 		TITLE HOLDING COMPANY OH 501(c)(2)   MERCY HEALTH NORTH LLC
 
Yes
 
(13)MERCY COLLEGE OF OHIO
2221 MADISON AVENUE

TOLEDO,OH43604
34-1726619 		MEDICAL COLLEGE OH 501(c)(3) 2 MERCY HEALTH NORTH LLC
 
Yes
 
(14)LIFESTAR AMBULANCE INC
2200 JEFFERSON AVENUE

TOLEDO,OH43604
34-1354653 		MEDICAL TRANSPORTATION OH 501(c)(3) 10 MERCY HEALTH NORTH LLC
 
Yes
 
(15)SIMON OUTREACH SERVICES
2600 NAVARRE AVENUE

OREGON,OH43616
34-1383325 		MEDICAL OFFICE RENTAL OH 501(c)(3) 10 MERCY HEALTH - ST CHARLES HOSPITAL LLC
 
Yes
 
(16)NEW VISION MEDICAL LABORATORIES INC
750 W HIGH ST STE 400

LIMA,OH45801
34-1937267 		MEDICAL LAB SERVICES OH 501(c)(3) 3 ST RITA'S MEDICAL CENTER LLC
 
Yes
 
(17)THE ASSUMPTION VILLAGE
9800 N MARKET STREET

NORTH LIMA,OH44452
34-1013695 		NURSING HOME OH 501(c)(3) 10 MERCY HEALTH YOUNGSTOWN LLC
 
Yes
 
(18)HOSPICE OF THE VALLEY
5190 MARKET STREET

YOUNGSTOWN,OH44512
34-1288745 		HOSPICE SERVICES OH 501(c)(3) 10 MERCY HEALTH YOUNGSTOWN LLC
 
Yes
 
(19)HUMILITY HOUSE
755 OHLTOWN ROAD

AUSTINTOWN,OH44515
34-1894783 		NURSING HOME OH 501(c)(3) 10 MERCY HEALTH YOUNGSTOWN LLC
 
Yes
 
(20)ST JOSEPH HEALTH CENTER AUXILIARY
677 EASTLAND SE

WARREN,OH44484
34-6556121 		FUNDRAISING OH 501(c)(3) 10 MERCY HEALTH YOUNGSTOWN LLC
 
Yes
 
(21)LOURDES HOSPITAL AUXILIARY GIFT SHOP
1530 LONE OAK ROAD

PADUCAH,KY42003
61-0927805 		FUNDRAISING KY 501(c)(3) 10 MERCY HEALTH FOUNDATION
 
Yes
 
(22)HEALTHSPAN PARTNERS
1701 Mercy Health Place

CINCINNATI,OH45237
46-3055925 		MARKET PARENT OH 501(c)(3) Type II MERCY HEALTH
 
Yes
 
(23)HEALTHSPAN INTEGRATED CARE
1701 Mercy Health Place

CIncinnati,OH45237
34-0922268 		HMO OH 501(c)(3) 10 HEALTHSPAN PARTNERS
 
Yes
 
(24)Bon Secours Mercy Health Inc
1701 Mercy Health Place

CINCINNATI,OH45237
52-1301088 		HEALTHCARE SYSTEM PARENT MD 501(c)(3)   NA
 
 
No
(25)Bon Secours New York Health System Inc
2975 Independence Avenue

Bronx,NY10463
91-2135196 		Local System Parent Org. NY 501(c)(3) Type I Bon Secours Mercy Health Inc
 
Yes
 
(26)Bon Secours Kentucky Health System Inc
St Christopher Dr

Ashland,KY41101
61-1356024 		Local System Parent Org. KY 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
Yes
 
(27)Bon Secours Baltimore Health Corporation (dba Bon Secours Baltimore Health
S2000 West Baltimore Street

Baltimore,MD21223
80-0728893 		Local System Parent Org. MD 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
Yes
 
(28)Bon Secours St Francis Health System Inc
1 St Francis Drive

Greenville,SC29601
58-2504528 		Local System Parent Org. SC 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
Yes
 
(29)Bon Secours Hampton Roads Health System
7007 Harbour View Blvd

Portsmouth,VA23435
52-1538513 		Local System Parent Org. VA 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
Yes
 
(30)Bon Secours Richmond Health System
8580 Magellan Parkway

Richmond,VA23227
52-1988421 		Local System Parent Org. VA 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
Yes
 
(31)Bon Secours Baltimore Health System Foundation Inc
26 North Fulton Avenue

Baltimore,MD21223
38-3843816 		Grant Making Foundation MD 501(c)(3) Type III-FI Bon Secours Baltimore Health Corporation (dba Bon Secours Baltimore Health
S
Yes
 
(32)The Bon Secours of Maryland Foundation Inc (dba Bon Secours Community Work
26 North Fulton Avenue

Baltimore,MD21223
52-1732800 		Grant Making Foundation MD 501(c)(3) Type III-FI Bon Secours Baltimore Health Corporation (dba Bon Secours Baltimore Health
S
Yes
 
(33)Mary Immaculate Foundation
7007 Harbour View Blvd

Suffolk,VA23435
31-1644734 		Fundraising VA 501(c)(3) Type III-FI Mary Immaculate Hospital
 
Yes
 
(34)Bon Secours DePaul Health Foundation
7007 Harbour View Blvd

Suffolk,VA23435
54-1843876 		Fundraising VA 501(c)(3) 7 Bon Secours DePaul Medical Center
 
Yes
 
(35)Bon Secours Maryview Foundation
7007 Harbour View Blvd

Suffolk,VA23435
52-1694731 		Fundraising VA 501(c)(3) 7 Bon Secours Hampton Roads Health System
 
Yes
 
(36)Our Lady of Bellefonte Hospital Inc
1000 St Christopher Dr

Ashland,KY41101
61-1356023 		Health Care KY 501(c)(3) 3 Bon Secours Kentucky Health System
 
Yes
 
(37)Bon Secours Hospital Baltimore Inc
2000 West Baltimore Street

Baltimore,MD21223
52-0591555 		Health Care MD 501(c)(3) 3 Bon Secours Baltimore Health Corporation (dba Bon Secours Baltimore Health
S
Yes
 
(38)St Francis Hospital Inc
One St Francis Drive

Greenville,SC29601
58-2504530 		Health Care SC 501(c)(3) 3 Bon Secours St Francis Health System Inc
 
Yes
 
(39)Mary Immaculate Hospital Inc
7007 Harbour View Blvd

Suffolk,VA23435
54-0548200 		Health Care VA 501(c)(3) 3 Bon Secours Mercy Health Inc
 
Yes
 
(40)Bon Secours - DePaul Medical Center Inc
7007 Harbour View Blvd

Suffolk,VA23435
54-1820093 		Health Care VA 501(c)(3) 3 Bon Secours Hampton Roads Health System
 
Yes
 
(41)Maryview Hospital
7007 Harbour View Blvd

Portsmouth,VA23707
54-0506463 		Health Care VA 501(c)(3) 3 Bon Secours Hampton Roads Health System
 
Yes
 
(42)Bon Secours - Memorial Regional Medical Center Inc
8580 Magellan Parkway

Richmond,VA23227
54-1744931 		Health Care VA 501(c)(3) 3 Bon Secours Richmond Health System
 
Yes
 
(43)Bon Secours - St Mary's Hospital of Richmond Inc
8580 Magellan Parkway

Richmond,VA23227
54-0793767 		Health Care VA 501(c)(3) 3 Bon Secours Richmond Health System
 
Yes
 
(44)Bon Secours - Richmond Community Hospital
8580 Magellan Parkway

Richmond,VA23227
54-0647482 		Health Care VA 501(c)(3) 3 Bon Secours Richmond Health System
 
Yes
 
(45)Bon Secours - St Francis Medical Center Inc
8580 Magellan Parkway

Richmond,VA23227
31-1716973 		Health Care VA 501(c)(3) 3 Bon Secours Richmond Health System
 
Yes
 
(46)Bon Secours Kentucky Health System Foundation Inc
St Christopher Dr

Ashland,KY41101
61-1381952 		Grant Making Foundation KY 501(c)(3) 7 Bon Secours Kentucky Health System
 
Yes
 
(47)Bon Secours Baltimore Development Inc
26 North Fulton Avenue

Baltimore,MD21223
76-0785344 		Community Housing MD 501(c)(3) 7 Unity Properties Inc
 
Yes
 
(48)Unity Properties Inc
26 North Fulton Avenue

Baltimore,MD21223
52-1857768 		Low Income Housing MD 501(c)(3) 7 Bon Secours of Maryland Foundation
 
Yes
 
(49)Bon Secours - St Francis Health System Foundation Inc
One St Francis Drive

Greenville,SC29601
26-0012031 		Grant Making Foundation SC 501(c)(3) 7 St Francis Hospital Inc
 
Yes
 
(50)Bon Secours Richmond Health Care Foundation
8580 Magellan Parkway

Richmond,VA23227
54-1201346 		Grant Making Foundation VA 501(c)(3) 7 Bon Secours Richmond LLC
 
Yes
 
(51)Bon Secours St Petersburg Home Care Services Inc
10300 Fourth Street North

St Petersburg,FL33716
13-4334363 		Home Care Services FL 501(c)(3) 10 Maria Manor Nursing Care Center
 
Yes
 
(52)Bon Secours - Maria Manor Nursing Care Center Inc
10300 Fourth Street North

St Petersburg,FL33716
65-0061820 		Nursing Home FL 501(c)(3) 10 Bon Secours Mercy Health Inc
 
Yes
 
(53)Bellefonte Physician Services Inc
St Christopher Dr

Ashland,KY41101
35-2320780 		Physician Practices KY 501(c)(3) 10 Bon Secours Kentucky Health System
 
Yes
 
(54)Bon Secours Housing Inc
26 North Fulton Avenue

Baltimore,MD21223
52-1442707 		Low Income Housing MD 501(c)(3) 10 Bon Secours of Maryland Foundation
 
Yes
 
(55)Bon Secours Housing II Inc
26 North Fulton Avenue

Baltimore,MD21223
52-1543174 		Low Income Housing MD 501(c)(3) 10 Bon Secours of Maryland Foundation
 
Yes
 
(56)St Francis Physician Services Inc
One St Francis Drive

Greenville,SC29601
13-4290167 		Physician Services SC 501(c)(3) 10 St Francis Health System Inc
 
Yes
 
(57)Mary Immaculate Nursing Center Inc
7007 Harbour View Blvd

Suffolk,VA23435
54-1516476 		Nursing Care Center VA 501(c)(3) 10 Mary Immaculate Hospital
 
Yes
 
(58)Bon Secours - Maryview Nursing Care Center
7007 Harbour View Blvd

Suffolk,VA23435
52-1578169 		Nursing Care Center VA 501(c)(3) 10 Bon Secours Hampton Roads Health System
 
Yes
 
(59)Bayley Properties
7007 Harbour View Blvd

Suffolk,VA23435
54-1424748 		Title Holding Company VA 501(c)(2)   Bon Secours DePaul Medical Center
 
Yes
 
(60)Laburnum Properties
8580 Magellan Parkway

Richmond,VA23227
52-1260700 		Title Holding Company VA 501(c)(2)   Bon Secours Richmond Health System
 
Yes
 
(61)Bon Secours Health System Foundation Inc
8990 Old Annapolis Road

Columbia,MD21045
47-4765376 		Fundraising MD 501(c)(3) 7 Bon Secours Mercy Health Inc
 
Yes
 
(62)IVNA Health Services
5008 Monument Avenue

Richmond,VA23230
54-1479847 		Home Care Services VA 501(c)(3) 10 Bon Secours Home Care LLC
 
Yes
 
(63)Rappahannock General Hospital Foundation
101 Harris Road

Kilmarnock,VA22482
54-1210450 		Supporting Organization VA 501(c)(3) 7 Bon Secours Richmond Health System
 
Yes
 
(64)Chesapeake Medical Group
101 Harris Road

Kilmarnock,VA22482
54-1857174 		Healthcare Services VA 501(c)(3) 10 Bon Secours Richmond Health System
 
Yes
 
(65)Chesapeake Hospital Corporation
101 Harris Road

Kilmarnock,VA22482
23-7424835 		Health Care VA 501(c)(3) 3 Bon Secours Richmond Health System
 
Yes
 
(66)Bon Secours New Jersey Health System Inc
1505 Marriottsville Road

Marriottsville,MD27104
22-2754781 		Local System Parent Org. NJ 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
Yes
 
(67)St Mary Hospital Inc
308 Willow

Hoboken,NJ07030
22-1487324 		Health Care NJ 501(c)(3) 3 Bon Secours New Jersey Health System Inc
 
Yes
 
(68)Mercy Health Services
1505 Marriottsville Road

Marriottsville,MD27104
25-1585441 		Local System Parent Org. PA 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
Yes
 
(69)Pennsylvania Health Choice Plan
1505 Marriottsville Road

Marriottsville,MD27104
 Health Care PA 501(c)(3) 10 Mercy Health Services
 
Yes
 
(70)Liberty Medical Center
1505 Marriottsville Road

Marriottsville,MD27104
52-1466304 		Health Care MD 501(c)(3) 3 Bon Secours Baltimore Health Corporation (dba Bon Secours Baltimore Health
S
Yes
 
(71)Bon Secours - Stuart Circle Hospital Inc
8580 Magellan Parkway

Richmond,VA23227
54-1740128 		Health Care VA 501(c)(3) 3 Bon Secours Richmond Health System
 
Yes
 
(72)Bon Secours Ireland DAC
 
 
Local System Parent Org. EI 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
Yes
 
(73)Bon Secours Health System CLG
 
 
Hospital EI 501(c)(3) 3 Bon Secours Ireland DAC
 
Yes
 
(74)Our Money Place Inc
26 North Fulton Avenue

Baltimore,MD21223
56-2306119 		Financial services education MD 501(c)(3) 10 Bon Secours of Maryland Foundation
 
Yes
 
(75)Frances Schervier Home and Hospital
2975 Independence Avenue

Bronx,NY10463
13-1740397 		Long term nursing care NY 501(c)(3) 10 Bon Secours NY Health System
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) NWO Integrated Laboratories Mercy LLC

2200 Jefferson Avenue
Toledo,OH43624
34-1898285 		Laboratory services OH NA
  		N/A                
(2) Tiffin Ambulatory Surgical Associates

45 St Lawrence Drive
Tiffin,OH44833
37-1567866 		Ambulatory Surgery Center OH NA
  		N/A                
(3) New Vision Medical Lab LLC

750 W High Street
Lima,OH45801
34-1913433 		Lab Services OH NA
  		N/A                
(4) West Central Ohio Group Ltd

801 Medical Drive
Lima,OH45804
34-1848147 		Orthopedic Hospital OH NA
  		N/A                
(5) West Central Ohio Regional Healthcare Alliance Ltd

2615 Fort Amanda Road
Lima,OH45805
34-1817078 		Healthcare quality OH NA
  		N/A                
(6) Urologic Oncology of Mahoning Valley LLC

1044 Belmont Ave
Youngstown,OH44501
26-2989686 		Radiation Therapy OH NA
  		N/A                
(7) Lourdes Ambulatory Surgery Center

225 Medical Center Drive
Paducah,KY42003
20-5588350 		Surgery Center KY NA
  		N/A                
(8) Marshall County MRI LLC

615 Old Symsonia Road
Benton,KY42025
61-0601267 		MRI facility KY NA
  		N/A                
(9) PREMIUM SURGERY CENTER LLC

5217 Maryland Way
SUITE 200
Brentwood,TN37027
20-0400753 		Surgery Center TN NA
  		N/A                
(10) MERCY HEALTH INNOVATIONS LLC

1701 MERCY HEALTH PLACE
CINCINNATI,OH45237
82-0639499 		BUSINESS DEVELOPMENT OH Mercy Health
  		Related       No     No 100 %
(11) MERCY FRANCISCAN AT WINTON WOODS I LP

10290 Mill Road
Cincinnati,OH45231
31-1624311 		Rental Real Estate OH NA
  		N/A                
(12) Bon Secours Place at St Petersburg LLP

10300 Fourth Street North
St Petersburg,FL33716
59-3589729 		Assisted Living/Senior Care FL NA
  		N/A                
(13) Bon Secours Apartments LP

1800 West Baltimore St
Baltimore,MD21223
52-1952505 		Low Income Housing MD NA
  		N/A                
(14) Bon Secours Apartments II LP

1800 West Baltimore St
Baltimore,MD21223
52-2063512 		Low Income Housing MD NA
  		N/A                
(15) Liberty Senior Housing LP

1800 West Baltimore St
Baltimore,MD21223
52-2134447 		Low Income Housing MD NA
  		N/A                
(16) Bon Secours Apartments III LP

1800 West Baltimore St
Baltimore,MD21223
52-2134444 		Low Income Housing MD NA
  		N/A                
(17) Bon Secours Smallwood Summit LP

26 North Fulton Ave
Baltimore,MD21223
52-2280175 		Low Income Housing MD NA
  		N/A                
(18) Bon Secours Chesapeake Apartments LP

26 North Fulton Ave
Baltimore,MD21223
20-0107034 		Low Income Housing MD NA
  		N/A                
(19) Bon Secours Shiloh LP

26 North Fulton Ave
Baltimore,MD21223
20-3965243 		Low Income Housing MD NA
  		N/A                
(20) Bon Secours New Shiloh II Limited Partnership

26 North Fulton Ave
Baltimore,MD21223
82-0655142 		Low Income Housing MD NA
  		N/A                
(21) Bon Secours Wayland LP

26 North Fulton Ave
Baltimore,MD21223
27-0468688 		Low Income Housing MD NA
  		N/A                
(22) Bon Secours Gibbons Apartments LP

26 North Fulton Ave
Baltimore,MD21223
47-2322323 		Low Income Housing MD NA
  		N/A                
(23) Upstate Surgery Center LLC

One St Francis Drive
Greenville,SC29601
56-2186977 		Ambulatory Surgery Center SC NA
  		N/A                
(24) Broad64 Imaging LLC

8580 Magellan Parkway
Richmond,VA23227
20-5886018 		Imaging Services VA NA
  		N/A                
(25) Richmond Radiation Oncology Center I LLC

8580 Magellan Parkway
Richmond,VA23227
20-8444551 		Radiation Oncology Services VA NA
  		N/A                
(26) RI LP

8580 Magellan Parkway
Richmond,VA23227
54-1708835 		Imaging Services VA NA
  		N/A                
(27) Bon Secours Benet House LP

26 North Fulton Ave
Baltimore,MD21223
36-4765400 		Low Income Housing MD NA
  		N/A                
(28) Bon Secours Benet House LLC

26 North Fulton Ave
Baltimore,MD21223
46-3055312 		Low Income Housing MD NA
  		N/A                
(29) Southeastern Health PartnersLLC

One St Francis Drive
Greenville,SC29601
81-3264385 		Coordinated Care SC NA
  		N/A                
(30) Harbour View MOB 2 LLC

5818 Harbour View Blvd Suite A1
Suffolk,VA23435
82-2484997 		Real Estate VA NA
  		N/A                
(31) Bon Secours Diagnostic Imaging LLC

10 S Academy Street Suite 300
Greenville,SC29601
 Outpatient Imaging Centers SC NA
  		N/A                
(32) Memorial Ambulatory Surgery Center LLC

8580 Magellan Parkway
Richmond,VA23227
59-3813233 		Ambulatory Surgery Center VA NA
  		N/A                
(33) Community Mercy Home Care Services of Springfield LLC

1700 Edison Drive
Milford,OH45150
31-1746556 		Home Care OH NA
  		N/A                
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) MERCY HEALTH INSURANCE COMPANY (SPC) LTD

 
 
98-0621978 		SELF-INSURANCE CJ NA
  		C Corporation         No
(2) NORTHPARKE MEDICAL COMMONS CONDO ASSN

333 N LIMESTONE ST
SPRINGFIELD,OH45503
31-1391230 		REAL PROPERTY MGMNT OH NA
  		C Corporation         No
(3) NORTHSIDE CORPORATION

2200 JEFFERSON AVENUE
TOLEDO,OH43604
34-1318438 		RESIDENT RENTALS OH NA
  		C Corporation         No
(4) MERCY HEALTH SYSTEM PHO INC

2200 JEFFERSON AVENUE
TOLEDO,OH43604
34-1778321 		MEDICAL SERVICES OH NA
  		C Corporation         No
(5) MCAULEY MANAGEMENT SERVICES INC

730 W MARKET STREET
LIMA,OH45801
34-1379037 		PROPERTY RENTAL OH NA
  		C Corporation         No
(6) LIMA MEDICAL SUPPLIES INC

730 W MARKET STREET
LIMA,OH45801
34-0944477 		MEDICAL EQUIPMENT OH NA
  		C Corporation         No
(7) COMMUNITY HEALTH PARTNERS ENTERPRISES INC

3700 KOLBE ROAD
LORAIN,OH44053
34-1455525 		HOLDING COMPANY OH NA
  		C Corporation         No
(8) MERCY HEALTH VENTURES INC

1701 Mercy Health Place
CINCINNATI,OH45237
31-1185477 		DIVERSIFIED ACTIVITIES OH NA
  		C Corporation         No
(9) MERCY FRANCISCAN AT WINTON WOODS I INC

10290 MILL ROAD
CINCINNATI,OH45231
31-1658668 		LOW-INCOME HOUSING OH NA
  		C Corporation         No
(10) RALPH EWE TRUST

270 PARK AVENUE
NEW YORK,NY10017
34-6866422 		BENEFICIAL TRUST NY NA
  		Trust         No
(11) ELIZABETH HINES CATES TRUST

PNC 1900 E 9TH ST
CLEVELAND,OH44114
34-6515678 		BENEFICIAL TRUST OH NA
  		Trust         No
(12) WILLIS PARK TRUST

PNC 1900 E 9TH ST
CLEVELAND,OH44114
34-6519904 		BENEFICIAL TRUST OH NA
  		Trust         No
(13) ERMA GIBSON BALDWIN TRUST

PNC 1900 E 9TH ST
CLEVELAND,OH44114
34-6515566 		BENEFICIAL TRUST OH NA
  		Trust         No
(14) HEALTHSPAN INC

225 PICTORIA DR
CINCINNATI,OH45246
31-1431434 		INSURANCE OH NA
  		C Corporation         No
(15) HEALTHSPAN SOLUTIONS INC

1701 Mercy Health Place
CINCINNATI,OH45237
30-0810766 		CONSULTING OH NA
  		C Corporation         No
(16) HEALTHCARE SERVICES AND SUPPORT

1701 Mercy Health Place
CINCINNATI,OH45237
81-2388652 		HEALTHCARE SERVICES OH NA
  		C Corporation         No
(17) Bon Secours Assurance Company Ltd

 
 
98-0152147 		SELF-INSURANCE CJ NA
  		C Corporation         No
(18) Bon Secours-Florida Integrated Services Inc

10300 Fourth Street North
St Petersburg,FL33716
65-0779777 		Holding Company/Assisted Living FL NA
  		C Corporation         No
(19) Unity Housing Inc

26 North Fulton Avenue
Baltimore,MD21223
52-1952507 		Low Income Housing MD NA
  		C Corporation         No
(20) Bon Secours Wayland LLC

26 North Fulton Avenue
Baltimore,MD21223
27-0468561 		Low Income Housing MD NA
  		C Corporation         No
(21) Professional Health Care Management Services Inc

150 Kingsley Lane
Norfolk,VA23505
54-1241031 		Administrative VA NA
  		C Corporation         No
(22) OSF Inc

2 Bernadine Drive
Newport News,VA23602
54-1369919 		Rental VA NA
  		C Corporation         No
(23) Bon Secours Tidewater Diversified Inc

160 Kingsley Lane
Norfolk,VA23505
54-1431826 		Pharmacy VA NA
  		C Corporation         No
(24) Chesterfield Community Healthcare Center Inc

8580 Magellan Parkway
Richmond,VA23227
54-1812738 		Ambulatory Healthcare Services VA NA
  		C Corporation         No
(25) Ironbridge Assisted Living Retirement Community LC

5801 Bremo Road
Richmond,VA23226
54-1807857 		Ambulatory Healthcare Services VA NA
  		C Corporation         No
(26) Bon Secours-Virginia Healthsource Inc

8580 Magellan Parkway
Richmond,VA23227
54-1417686 		Ambulatory Healthcare Services VA NA
  		C Corporation         No
(27) RHS Management Corp

8580 Magellan Parkway
Richmond,VA23227
54-1313425 		Independent Living Facility VA NA
  		C Corporation         No
(28) Bon Secours New York Housing Development Fund Corporation

2975 Independence Avenue
Bronx,NY10463
47-2224316 		Low Income Housing NY NA
  		C Corporation         No
(29) Richmond MRI Inc

8580 Magellan Parkway
Richmond,VA23227
54-1568452 		Medical Services VA NA
  		C Corporation         No
(30) Good Help Connections LLC

8990 Old Annapolis Road
Columbia,MD21045
47-2345223 		IT Consulting MD NA
  		C Corporation         No
(31) Bon Secours New Shiloh II LLC

26 North Fulton Avenue
Baltimore,MD21223
82-0631206 		Low Income Housing MD NA
  		C Corporation         No
(32) Maryview Building Corporation

3636 High Street
Portsmouth,VA23707
54-1306612 		Administrative VA NA
  		C Corporation         No
(33) Richmond Radiation Oncology Center Inc

8580 Magellan Parkway
Richmond,VA23227
54-1570244 		Ambulatory Healthcare Services VA NA
  		C Corporation         No
(34) Optimum Health Network Inc

One St Francis Drive
Greenville,SC29601
57-0973524 		Healthcare Services SC NA
  		C Corporation         No
(35) Barringtons Hospital Limited

 
 
Healthcare Services EI NA
  		C Corporation         No
(36) BMC Properties Limited

 
 
REAL PROPERTY MGMNT EI NA
  		C Corporation         No
(37) Post Office Plaza Owners Association Inc

1807 N Boulevard
Anderson,SC29621
 REAL PROPERTY MGMNT SC NA
  		C Corporation         No
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Bon Secours - Maria Manor Nursing Care Center Inc

 B 98,411 Cost
(2) Bon Secours of Maryland Foundation Inc

 B 125,000 Cost
(3) Bon Secours Kentucky Health System Foundation Inc

 B 100,000 Cost
(4) Bon Secours - Richmond Community Hospital Inc

 B 100,000 Cost
(5) Bon Secours - DePaul Health Foundation

 B 100,000 Cost
(6) Bon Secours - St Francis Health System Foundation Inc

 B 175,000 Cost
(7) Bellefonte Physician Services Inc

 D 22,190,492 Cost
(8) Bon Secours Hospital Baltimore Inc

 D 1,252,838 Cost
(9) Bon Secours of Maryland Foundation Inc

 D 1,733,856 Cost
(10) St Francis Physician Services Inc

 D 88,078,974 Cost
(11) St Francis Hospital Inc

 D 606,071 Cost
(12) Bon Secours Ambulatory Services - St Francis LLC

 D 1,668,451 Cost
(13) Maryview Hospital

 D 12,769,275 Cost
(14) Bon Secours - Maryview Foundation

 D 342,719 Cost
(15) Professional Health Care Management Services Inc

 D 1,209,627 Cost
(16) Bon Secours - DePaul Medical Center Inc

 D 14,115,013 Cost
(17) Bon Secours Richmond Health Care Foundation

 D 1,436,970 Cost
(18) Chesterfield Community Healthcare Center Inc

 D 105,345 Cost
(19) RHS Management Corporation

 D 117,555 Cost
(20) Chesapeake Medical Group Inc

 D 2,281,199 Cost
(21) Chesapeake Hospital Corporation

 D 3,232,543 Cost
(22) Bon Secours Home Care LLC

 D 5,927,846 Cost
(23) Bon Secours - Virginia HealthSource Inc

 D 22,790,179 Cost
(24) IVNA Health Services

 D 580,575 Cost
(25) Bon Secours Ambulatory Services LLC

 D 2,368,613 Cost
(26) Bon Secours St Petersburg Home Care Services Inc

 D 1,326,778 Cost
(27) Maryview Hospital

 L 20,629,196 Cost
(28) Mary Immaculate Hospital Incorporated

 L 8,262,828 Cost
(29) Bon Secours - DePaul Medical Center Inc

 L 10,256,967 Cost
(30) St Francis Hospital Inc

 L 12,166,550 Cost
(31) St Francis Physician Services Inc

 L 12,957,520 Cost
(32) Our Lady of Bellefonte Hospital Inc

 L 6,135,106 Cost
(33) Bellefonte Physician Services Inc

 L 2,469,545 Cost
(34) Bon Secours Hospital Baltimore Inc

 L 4,617,915 Cost
(35) Bon Secours of Maryland Foundation Inc

 L 172,008 Cost
(36) Bon Secours - Maria Manor Nursing Care Center Inc

 L 250,524 Cost
(37) Bon Secours - Florida Integrated Services Inc

 L 1,369,200 Cost
(38) Bon Secours - Memorial Regional Medical Center Inc

 L 19,376,203 Cost
(39) Bon Secours - St Mary's Hospital of Richmond Inc

 L 33,655,090 Cost
(40) Bon Secours - Richmond Community Hospital Inc

 L 6,413,310 Cost
(41) Bon Secours - St Francis Medical Center Inc

 L 13,354,772 Cost
(42) Chesapeake Hospital Corporation

 L 2,109,476 Cost
(43) Bon Secours - Richmond Health System

 L 1,722,635 Cost
(44) Chesapeake Medical Group Inc

 L 154,849 Cost
(45) Bon Secours - Virginia HealthSource Inc

 L 3,386,762 Cost
(46) Maryview Hospital

 Q 54,643,773 Cost
(47) Bon Secours - Maryview Nursing Care Center

 Q 1,341,688 Cost
(48) Province Place of Maryview LLC

 Q 271,381 Cost
(49) Province Place of DePaul LLC

 Q 355,327 Cost
(50) Mary Immaculate Hospital Incorporated

 Q 24,739,409 Cost
(51) Mary Immaculate Nursing Center Inc

 Q 1,041,054 Cost
(52) Bon Secours - DePaul Medical Center Inc

 Q 27,128,244 Cost
(53) St Francis Hospital Inc

 Q 74,975,701 Cost
(54) Upstate Surgery Center LLC

 Q 189,692 Cost
(55) St Francis Physician Services Inc

 Q 24,677,571 Cost
(56) Bon Secours Ambulatory Services - St Francis LLC

 Q 513,256 Cost
(57) Our Lady of Bellefonte Hospital Inc

 Q 24,061,685 Cost
(58) Bellefonte Physician Services Inc

 Q 5,835,615 Cost
(59) Bon Secours Hospital Baltimore Inc

 Q 1,799,235 Cost
(60) Bon Secours of Maryland Foundation Inc

 Q 192,364 Cost
(61) Bon Secours - Maria Manor Nursing Care Center Inc

 Q 2,903,560 Cost
(62) Bon Secours St Petersburg Home Care Services Inc

 Q 175,076 Cost
(63) Bon Secours - Memorial Regional Medical Center Inc

 Q 57,628,119 Cost
(64) Bon Secours - St Mary's Hospital of Richmond Inc

 Q 96,141,968 Cost
(65) Bon Secours - Richmond Community Hospital Inc

 Q 21,051,159 Cost
(66) Bon Secours - St Francis Medical Center Inc

 Q 41,932,125 Cost
(67) RHS Management Corporation

 Q 585,830 Cost
(68) Bon Secours - Virginia Healthsource Inc

 Q 5,361,846 Cost
(69) St Mary's MRI Center LP

 Q 115,804 Cost
(70) RI LP

 Q 202,869 Cost
(71) Chesapeake Hospital Corporation

 Q 5,975,032 Cost
(72) Chesapeake Medical Group Inc

 Q 384,338 Cost
(73) Broad64 Imaging LLC

 Q 108,771 Cost
(74) Richmond Radiation Oncology Center I LLC

 Q 231,811 Cost
(75) Bon Secours Ambulatory Services LLC

 Q 359,874 Cost
(76) Bon Secours Home Care LLC

 Q 2,653,671 Cost
(77) Bon Secours Place at St Petersburg LLP

 Q 399,820 Cost
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


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Software Version: 2019v5.0