BON SECOURS MERCY HEALTH FOUNDATION Charity Report

Public IRS 990 nonprofit record

BON SECOURS MERCY HEALTH FOUNDATION

EIN 20-1072726 · Fund Raising & Fund Distribution - Religion (X12)

What they do

to Carry Out The Charitable and Educational Purposes of Bon Secours Mercy Health By Providing Grants In Support of Programs That Carry Out Its Charitable Mission.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $64.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders26 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

38.74%of revenue went to mission work64.9% of expenses · Program services

10.81%of revenue went to fundraising18.1% of expenses

$59.71spent for every $100 of revenueRevenue covered expenses this year.

10.16%of revenue went to management and office costs17.0% of expenses

$8.41in assets for every $1 spent this yearSome assets cannot be spent right away.

81.7%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $567,439 for TIMOTHY KODER (BOARD MEMBER, FOUNDATION PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$87,017,211

Mission workProgram services$33,713,09938.74% of revenue64.9% of expenses

ManagementOffice and general costs$8,840,86910.16% of revenue17.0% of expenses

FundraisingAsking for donations$9,406,55110.81% of revenue18.1% of expenses

Revenue left after expensesReported annual surplus$35,056,69240.29% of revenueShown in gray on the chart

Total expenses$51,960,51959.71% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 64.9% mission · 17.0% management · 18.1% fundraisingTotal expenses: 59.71% of revenue

2023Expense mix: 70.5% mission · 14.8% management · 14.7% fundraisingTotal expenses: 108.35% of revenue

2022Expense mix: 73.1% mission · 12.2% management · 14.7% fundraisingTotal expenses: 92.96% of revenue

2021Expense mix: 80.3% mission · 8.2% management · 11.5% fundraisingTotal expenses: 109.24% of revenue

2020Expense mix: 85.4% mission · 5.9% management · 8.7% fundraisingTotal expenses: 164.63% of revenue

2019Expense mix: 69.2% mission · 10.2% management · 20.6% fundraisingTotal expenses: 77.70% of revenue

2018Expense mix: 79.3% mission · 6.9% management · 13.8% fundraisingTotal expenses: 182.74% of revenue

2017Expense mix: 72.5% mission · 10.7% management · 16.9% fundraisingTotal expenses: 108.08% of revenue

Money in and money out

Revenue$87,017,211

Expenses$51,960,519

Annual surplus $35,056,692 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$33,713,099 · 64.9% of expenses

Management and office costs$8,840,869 · 17.0% of expenses

Fundraising$9,406,551 · 18.1% of expenses

See all reported dollar amounts

Revenue$87,017,211

Expenses$51,960,519

Assets$436,921,435

Income$90,467,378

Contributions$71,067,702

Mission work (program services)$33,713,099

Fundraising$9,406,551

Grants given$284,971,691

Average grant$391,445

Management and general$8,840,869

Executive compensation (total)$566,328

Investing fees$106,902

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

TIMOTHY KODERBOARD MEMBER, FOUNDATION PRESIDENT · 40 hrs/week $567,439Base $529,772 · Other $37,667

BRAD BLANDINVP, CHARITABLE ESTATE AND GIFT PLANNING · 40 hrs/week $325,809Base $266,270 · Other $59,539

ERIC LEMENVP, FOUNDATION SOLUTIONS · 40 hrs/week $313,617Base $276,476 · Other $37,141

ANN CARPINRICHMOND FOUNDATION PRESIDENT · 40 hrs/week $302,521Base $266,536 · Other $35,985

PAUL HOMICKYOUNGSTOWN FOUNDATION PRESIDENT · 40 hrs/week $300,516Base $265,193 · Other $35,323

SCOTT PEMBERLORAIN FOUNDATION PRESIDENT · 40 hrs/week $289,689Base $257,215 · Other $32,474

BECKY SITTASONFORMER SECRETARY, SYSTEM DIRECTOR DONOR ENGAGEMENT · 40 hrs/week $240,913Base $222,193 · Other $18,720

TRAVIS CRUMFORMER TREASURER, BSMH CFO $182,372Base · Other $182,372

MICHAEL BEZNEY JDBOARD MEMBER, CHIEF LEGAL OFFICER & GENERAL COUNSE · 1 hrs/week $38,107Base · Other $38,107

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (26)

TIMOTHY KODERBOARD MEMBER, FOUNDATION PRESIDENT

BRAD BLANDINVP, CHARITABLE ESTATE AND GIFT PLANNING

ERIC LEMENVP, FOUNDATION SOLUTIONS

ANN CARPINRICHMOND FOUNDATION PRESIDENT

PAUL HOMICKYOUNGSTOWN FOUNDATION PRESIDENT

SCOTT PEMBERLORAIN FOUNDATION PRESIDENT

BECKY SITTASONFORMER SECRETARY, SYSTEM DIRECTOR DONOR ENGAGEMENT

TRAVIS CRUMFORMER TREASURER, BSMH CFO

MICHAEL BEZNEY JDBOARD MEMBER, CHIEF LEGAL OFFICER & GENERAL COUNSE

JEANNINE STEPHENSON BUFFONGBOARD MEMBER

BETSY LAMBERTBOARD MEMBER

FLOYD TROUTENVICE CHAIR (BEG 01/24)

STEVEN S SAVAGEBOARD MEMBER

SR PATRICIA ECK CBSBOARD MEMBER

SR MILLIE ELYBOARD MEMBER

SR FRAN REPKABOARD MEMBER

GERMAINE BENNETTBOARD MEMBER

ROBERT MATTHEWSBOARD MEMBER

JENNIFER YEAGLEYBOARD MEMBER

MICHAEL BICETREASURER (BEG 01/24)

LYNN HAMMERSTROMSECRETARY (BEG 01/24)

LINDA RIGSBY ESQBOARD MEMBER

KAREN M JOHNSONBOARD MEMBER

JOHN H HARRIS IIIBOARD CHAIR

JOHN SHARPBOARD MEMBER (BEG 01/24)

JOHN BURNSBOARD MEMBER

About this charity

Recognized since: January 2014
Location: 4600 MCAULEY PL STE 100, BLUE ASH, OH 45242-4769
County: Hamilton
In care of: Timothy Koder
Primary officer: Timothy Koder, President

How to reach them

WebsiteVisit the charity’s website Phone(513) 952-4999

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
NTEE classification: Fund Raising & Fund Distribution - Religion (X12)
IRS tax category: Fund Raising & Fund Distribution
Grant-giving organization: Yes