Bon Secours Mercy Health Foundation
65% goes to programs $13 to raise $100 Strong reserves Growing revenue
Bon Secours Mercy Health Foundation is a 501(c)(3) organization based in Blue Ash, Ohio, registered in 2014, with $87,017,211 in FY2024 revenue. CharityIndex grades it B+, and it directs about 65% of spending to programs.
4600 Mcauley Pl Ste 100, Blue Ash, OH, 45242 EIN 20-1072726 Since 2014
Revenue (FY2024)
$87.0M
▲ 74.3% vs prior year
Religion median: $139K
Expenses (FY2024)
$52.0M
Net assets
$429.7M
Employees
94
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B+
BProgram efficiency40% of the rating65% to programs · $13 to raise $100
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Bon Secours Mercy Health Foundation: 65% to programs · $13 to raise $100 earns a B on this criterion. See the exact thresholds →
B+Financial health25% of the rating99 mo reserves · +40% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Bon Secours Mercy Health Foundation: 99 mo reserves · +40% margin earns a B+ on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Bon Secours Mercy Health Foundation: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Bon Secours Mercy Health Foundation: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
To support the operations of bon secours mercy health by encouraging charitable giving and effectively managing gift resources.
Contact & location
- Address
- 4600 Mcauley Pl Ste 100, Blue Ash, OH, 45242
- City
- Blue Ash
- State
- Ohio
- Category
- Religion-Related
- Subcategory
- Support Foundations & Fundraising
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $15.4M (FY2013) to $87.0M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $7.3MNet assets $429.7M
Operating margin
40.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$436.9M
Total liabilities
$7.3M
Net assets
$429.7M
Salaries & benefits
$14.1M
27% of expenses
Board members
19
17 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $87,017,211▲74.3% | $51,960,519▼3.9% | $429,668,778▲21.3% | $436,921,435▲16.7% | 990 |
| 2023 | $49,912,263▼20.9% | $54,079,999▼7.8% | $354,238,960▲3.5% | $374,534,060▲7.4% | 990 |
| 2022 | $63,081,435▼5.7% | $58,640,400▼19.7% | $342,163,584▼13.0% | $348,615,696▼23.5% | 990 |
| 2021 | $66,888,886▲16.1% | $73,068,066▼23.0% | $393,243,799▲13.6% | $455,909,792▲23.0% | 990 |
| 2020 | $57,631,560▲32.9% | $94,878,526▲182% | $346,270,601▲22.1% | $370,542,221▲19.2% | 990 |
| 2019 | $43,369,335▲66.3% | $33,698,649▼29.3% | $283,562,725▲37.8% | $310,986,107▲35.8% | 990 |
| 2018 | $26,084,240▼7.6% | $47,665,969▲56.2% | $205,836,048▼11.4% | $228,975,613▼7.4% | 990 |
| 2017 | $28,239,986▲8.4% | $30,523,166▼25.5% | $232,436,361▲5.4% | $247,386,546▲7.4% | 990 |
| 2016 | $26,050,396▼3.1% | $40,965,311▲43.8% | $220,537,260▼4.8% | $230,384,764▼5.6% | 990 |
| 2015 | $26,895,088▼9.3% | $28,492,377▼20.4% | $231,553,370▼4.3% | $243,931,241▲1.1% | 990 |
| 2014 | $29,651,669▲92.2% | $35,812,549▲361% | $241,993,936▲644% | $241,247,944▲570% | 990 |
| 2013 | $15,426,148 | $7,767,222▲22.1% | $32,527,875▲35.8% | $36,024,061▲46.8% | 990 |
| 2012 | — | $6,360,087▲64.3% | $23,950,419▲60.8% | $24,546,692▲60.1% | 990 |
| 2011 | — | $3,869,844▲35.6% | $14,897,852▼7.7% | $15,334,768▼7.7% | 990 |
| 2010 | — | $2,854,590 | $16,148,943 | $16,621,767 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
Highest-paid: Timothy Koder — $529,772 (1.02% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Timothy Koder | Board Member, Foundation President | 40 | $529,772 |
| Eric Lemen | Vp, Foundation Solutions | 40 | $276,476 |
| Ann Carpin | Richmond Foundation President | 40 | $266,536 |
| Brad Blandin | Vp, Charitable Estate and Gift Planning | 40 | $266,270 |
| Paul Homick | Youngstown Foundation President | 40 | $265,193 |
| Scott Pember | Lorain Foundation President | 40 | $257,215 |
| Becky Sittason | Former Secretary, System Director Donor Engagement | 40 | $222,193 |
| Betsy Lambert | Board Member | 1 | — |
| Floyd Trouten | Vice Chair (beg 01/24) | 1 | — |
| Germaine Bennett | Board Member | 1 | — |
| Jeannine Stephenson Buffong | Board Member | 1 | — |
| Jennifer Yeagley | Board Member | 1 | — |
| John Burns | Board Member | 1 | — |
| John H Harris III | Board Chair | 1 | — |
| John Sharp | Board Member (beg 01/24) | 1 | — |
| Karen M Johnson | Board Member | 1 | — |
| Linda Rigsby Esq | Board Member | 1 | — |
| Lynn Hammerstrom | Secretary (beg 01/24) | 1 | — |
| Michael Bezney Jd | Board Member, Chief Legal Officer & General Counsel | 1 | — |
| Michael Bice | Treasurer (beg 01/24) | 1 | — |
Grants received · $56.0M total
114 grants to Bon Secours Mercy Health Foundation totaling $56.0M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Bon Secours Mercy Health Inc | Program support | 2024 | $39,137,989 |
| Lettie Pate Whitehead Foundation Inc | For nursing scholarships. | 2024 | $570,000 |
| The Community Foundation Inc | Health and wellness | 2024 | $133,372 |
| Charities Aid Foundation America | Charitable donation | 2024 | $114,626 |
| American Endowment Foundation | Health, general | 2024 | $55,000 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2024 | $50,000 |
| Toledo Community Foundation | Support for health, scholarships, growth wheel, nicu, and glass city river wall. | 2024 | $45,500 |
| American Online Giving Foundation Inc | General support | 2024 | $34,846 |
| Giveclear Foundation | Program support | 2024 | $25,000 |
| American Cancer Society Inc | Patient support | 2024 | $25,000 |
| The Community Foundation For Northeast Florida Inc | For general operating support in honor of poppy cockrell | 2024 | $25,000 |
| American Cancer Society Inc | Patient support | 2024 | $25,000 |
| Johnson Charitable Gift Fund | General fund | 2024 | $21,155 |
| Impactassets Inc | General support | 2024 | $10,000 |
| Johnson Charitable Gift Fund | Various programs | 2024 | $8,000 |
Grants made · $31.0M in FY2024
54 grants totaling $31.0M in FY2024 — showing the 15 largest. All grants made by Bon Secours Mercy Health Foundation →
| Recipient | Purpose | Amount |
|---|---|---|
| Bon Secours Mercy Health Inc | Program support | $24,571,675 |
| St Francis Hospital Inc | Program support | $2,119,118 |
| Bon Secours Community Works Inc | Program support | $918,061 |
| Central Catholic High School | Program support | $515,290 |
| Compassus Bsmh Holdings LLC | Program support | $306,747 |
| Community Mercy Health Partners | Program support | $290,930 |
| Diocese of Toledo Management Corp | Program support | $250,000 |
| Hillsdale College | Program support | $215,000 |
| Meridian Healthcare | Program support | $208,037 |
| Glass City Community Solar Inc | Program support | $182,500 |
| Youngstown Neighborhood Development Corporation | Program support | $150,000 |
| Hospital Sisters Mission Outreach Corporation | Program support | $100,000 |
| Metroparks Toledo Foundation | Program support | $100,000 |
| Good Samaritan Fdn For Better Health Inc | Program support | $80,000 |
| Roper St Francis Healthcare | Program support | $80,000 |
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Frequently asked questions
- Is Bon Secours Mercy Health Foundation a legitimate nonprofit?
- Yes. Bon Secours Mercy Health Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 20-1072726, based in Blue Ash, Ohio. Donations are tax-deductible.
- What is Bon Secours Mercy Health Foundation's EIN?
- Bon Secours Mercy Health Foundation's Employer Identification Number (EIN) is 20-1072726.
- How much revenue does Bon Secours Mercy Health Foundation report?
- Bon Secours Mercy Health Foundation reported $87,017,211 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- How much of Bon Secours Mercy Health Foundation's spending goes to programs?
- Bon Secours Mercy Health Foundation spends about 65% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Bon Secours Mercy Health Foundation have?
- CharityIndex grades Bon Secours Mercy Health Foundation B+, based on program efficiency and fundraising cost.
- How much does Bon Secours Mercy Health Foundation's highest-paid employee make?
- The highest reported compensation on Bon Secours Mercy Health Foundation's latest Form 990 is $529,772, paid to Timothy Koder (Board Member, Foundation President).
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Data for Bon Secours Mercy Health Foundation (EIN 20-1072726) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.