2025-04-10T13:09:01+00:00 2024-06-30 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2023-07-01 522173382 Mercy Health Services Inc MERC 4103329313 301 St Paul Place Baltimore MD 21202 Justin Deibel Executive Vice President & CFO 4103329313 2025-04-10 true true Amy Bibby P00445891 8282542254 2025-03-27 2023 2025-03-06 01:10:19Z David N Maine MD 301 St Paul Place Baltimore MD 21202 87131037 false X N/A X 1999 MD MERCY HEALTH SERVICES, INC WAS FORMED FOR THE SOLE PURPOSE OF SUPPORTING, BENEFITING OR CARRYING OUT SOME OR ALL OF THE EXEMPT PURPOSES OF MERCY MEDICAL CENTER, INC (MMC), STELLA MARIS, INC (SM), and Mercy Health Foundation, Inc (MHF), including by providing leadership for MMC, SM, MHF, and all other controlled subsidiaries of Mercy Health System (collectively, the "Health System"). 34 25 102 0 0 11697 0 0 65757188 85939342 297479 1191695 0 0 66054667 87131037 0 0 0 0 25626379 27388687 0 0 0 37405344 56683716 63031723 84072403 3022944 3058634 52930475 51958898 7707833 34443995 45222642 17514903 X MERCY HEALTH SERVICES, INC WAS FORMED FOR THE SOLE PURPOSE OF SUPPORTING, BENEFITING OR CARRYING OUT SOME OR ALL OF THE EXEMPT PURPOSES OF MERCY MEDICAL CENTER, INC (MMC), STELLA MARIS, INC (SM), and Mercy Health Foundation, Inc (MHF), including by providing leadership for MMC, SM, MHF, and all other controlled subsidiaries of Mercy Health System (collectively, the "Health System"). false false 61968969 66048724 LUTHERVILLE MEDICAL ONCOLOGY AND HEMATOLOGY PROVIDES HIGH QUALITY SPECIALTY MEDICAL SERVICES TO THE COMMUNITY TO PROMOTE THE QUALITY OF PATIENT CARE BY THE MERCY HEALTH SYSTEM. 15093863 15867978 NORTH CALVERT ANESTHESIOLOGY SERVICES, LLC PROVIDES ALL ANESTHESIOLOGY SERVICES WITHIN MERCY MEDICAL CENTER, INC. 248819 3942000 MERCY HEALTH SERVICES, INC WAS FORMED FOR THE EXEMPT PURPOSES OF SUPPORTING, BENEFITING OR CARRYING OUT SOME OR ALL OF THE PURPOSES OF MERCY MEDICAL CENTER, INC., STELLA MARIS INC., MARYLAND FAMILY CARE INC., ST. PAUL PLACE SPECIALIST, AND MERCY HEALTH FOUNDATION. IN DECEMBER 2011 MERCY MEDICAL CENTER OPENED A NEW HOSPITAL FACILITY THAT WILL CONTINUE TO PROVIDE QUALITY HEALTHCARE TO THE RESIDENT'S OF BALTIMORE CITY AND BEYOND, REGARDLESS OF ECONOMIC MEANS. 80640 MERCY HEALTH SERVICES, INC, AS 50% OWNER OF MERCY RIDGE, INC. PROVIDES MANAGEMENT SUPPORT, INCLUDING FINANCIAL AID AND IT SUPPORT TO MERCY RIDGE'S CONTINUING CARE RETIREMENT FACILITY. MANAGEMENT SUPPORT FOR MERCY RIDGE CONSISTS OF ASSISTING THE ORGANIZATION WITH FULFILLING ITS MISSION TO PROVIDE A RETIREMENT FACILITY AND ITS RESIDENTS WITH A DIGNIFIED AND FULFILLING LIFESTYLE, AS WELL AS COMPASSIONATE CARE + ASSISTED LIVING OPTIONS WHEN NEEDED. 80640 77311651 true false false false false false false false false true true true false true true false true false false false false false false false false false false false true false false false false false false false true false false false false true true true true false false true X 0 0 102 true true true true CJ false false false false false false false false true false X 34 25 true false false false false false false true true false false true true true true true true true true false MD X Justin Deibel 4106592905 301 St Paul Place Baltimore MD 21202 David N Maine MD President/CEO (ex officio) 0.5 44.5 X X 1754338 0 41870 Earl L Linehan Treasurer 0.5 0.5 X X 0 0 0 Justin C Deibel Executive VP/CFO 15.0 27.0 X X 1010210 0 43787 Marilynn K Duker Vice Chair 0.5 0.5 X X 0 0 0 Sister Helen Amos RSM Executive Chair 30.0 1.5 X X 0 0 0 Sister Mary Fanning RSM Secretary 0.5 0 X X 0 0 0 Wilma AS Rowe MD Secretary 0.5 44.5 X X 880877 0 48651 Alexander T Mason Trustee 0.5 0 X 0 0 0 Ashanti Woods MD Trustee 0.5 39.5 X 0 435769 40814 Beverly Cooper Trustee 0.5 0 X 0 0 0 Charles L Maskell Jr Trustee 0.5 0 X 0 0 0 David B Posner MD Trustee 0.5 0 X 0 20119 29137 David Bright MD Trustee 0.5 39.5 X 0 139144 6645 Edward L Cahill Trustee 0.5 0 X 0 0 0 J Drexel Knight Trustee 0.5 0 X 0 0 0 James M Carlton MD Trustee 0.5 0 X 0 0 0 John Campbell MD Trustee 0.5 39.5 X 0 551137 48980 John F Cavanaugh Trustee 0.5 0.5 X 0 0 0 Kevin J Pearson Trustee 0.5 0 X 0 0 0 Laura L Gamble Trustee 0.5 0 X 0 0 0 Lois H Halpert Trustee 0.5 0 X 0 0 0 Maria Jacobs Trustee 0.5 0 X 0 0 0 Mark C Bunting Trustee 0.5 0 X 0 0 0 Mark Gladwin MD Trustee 0.5 0 X 0 0 0 Mark R Fetting Trustee 0.5 0 X 0 0 0 Mary Louise Preis esquire Trustee 0.5 0 X 0 0 0 Matthew Gallagher Trustee 0.5 0 X 0 0 0 Michael J Batza Jr Trustee 0.5 10.0 X 0 0 0 Richard O Berndt Trustee 0.5 0.5 X 0 0 0 Shanaysha M Sauls PhD Trustee 0.5 0 X 0 0 0 Sister Margaret M Beatty RSM Trustee 0.5 0 X 0 0 0 Timothy J Simons MD Trustee 0.5 39.5 X 0 206976 34728 Truman Seman Emeritus Trustee 0.5 0 X 0 0 0 Charles X Lin MD Physician 40.0 0 X 623233 0 12489 Daniel J Choi Physician 40.0 0 X 602760 0 43815 James S Lin MD Physician 40.0 0 X 615808 0 23578 Jung-in Lee MD Physician 40.0 0 X 657219 0 40829 Reynaldo M Mia MD Physician 40.0 0 X 615920 0 16768 Mary L Harris MD Trustee 0.5 39.5 X 0 268397 23494 Thomas R Mullen Former President/CEO 0.0 0.0 X 48358 0 29238 6808723 1621542 484823 0 true true false ABEO MANAGEMENT CORPORATION 7301 N SH 161 SUITE 365 IRVING TX 75039 BILLING SERVICE 824085 SYSTEMATIC FINANCIAL MANAGEMENT LP 300 FRANK WBURR BLVD 7th FLOOR Teaneck NJ 07666 Investment Management Service 168929 MARQUETTE ASSOCIATES INC 180 N LA SALLE ST SUITE 3500 CHICAGO IL 60601 INVESTMENT CONSULTING 140000 PRINCIPAL BANK POBox 10317 Des Moines IA 503060317 INVESTMENT MANAGEMENT SERVICE 107502 4 0 LUTHERVILLE HEMATOLOGY & ONCOLOGY SERVICES REVENUE 621400 66048724 66048724 North Calvert Anesthesia Revenue 621400 15867978 15867978 MANAGEMENT FEE 541610 4022640 4022640 0 0 0 0 85939342 1191695 1191695 0 0 0 0 0 0 0 0 0 87131037 85939342 0 1191695 3457075 3457075 20861312 20861312 519026 445242 73784 1497015 1284201 212814 1054259 904387 149872 2723104 2723104 90948 90948 70016 58981 11035 0 312790 304726 8064 21208 21208 322536 322536 71800 42129 29671 44682 44482 200 249424 249424 341643 341643 Medical supplies 58295366 58295366 TAXES/FEES 248819 248819 Repair & Maintenance 58658 58658 other -6167278 -6171463 4185 0 0 0 0 84072403 77311651 6760752 0 1201152 1078412 2780789 8272305 0 0 0 2631207 2843837 2649110 1233531 1660704 1415579 26978826 29698591 8417174 8650174 9260623 0 52930475 51958898 7669594 8000960 0 38239 0 0 26443035 7707833 34443995 X 45222642 17514903 45222642 17514903 52930475 51958898 X 3058634 1569398 -32335771 X X false true X true false X X 3 MERCY MEDICAL CENTER INC 520591658 3 true 15093863 0 STELLA MARIS INC 521419602 9 true 0 0 MERCY HEALTH FOUNDATION INC 522173656 7 true 0 0 3 15093863 0 true false false false false false false false false false false false false false false true true false X true true Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee Mercy Health System is the parent of a tax-exempt health system (Mercy Health System). Mercy Health System is the parent of each of its supported organizations, Mercy Medical Center, Stella Maris, and Mercy Health Foundation. Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities Mercy Health System is the parent of each of its supported organizations, Mercy Medical Center, Stella Maris, and Mercy Health Foundation. Mercy Health System engages in activities that directly further the exempt purposes of the supported organizations to which it is responsive by performing the functions of, or carrying out the purposes of, such supported organizations. These activities are of the type that would normally be undertaken by the supported organizations. In particular, Mercy Health System provides management and administrative services with respect to its supported organizations' exempt purpose activities, as well as oversees the operation of a physician practice that provides specialty medical services to the community. 1999430 730759 1268671 649680 502772 146908 1415579 Board designated and donor restricted investments 29698591 C 29698591 Long term investment 8650174 F 8650174 DUE TO RELATED ENTITY 26443035 26443035 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote MHS, MMC, SMI, MFC, SPPS, MHF, and MSS are not-for-profit organizations exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code, and are therefore not subject to federal income tax under current income tax regulations. MHS subsidiaries otherwise exempt from federal and state taxation are nonetheless subject to taxation at corporate tax rates at both the federal and state level on their unrelated business income. Current accounting standards define the threshold for recognizing uncertain income tax return positions in the financial statements as more likely than not that the position is sustainable, based on its technical merits, and also provide guidance on the measurement, classification and disclosure of tax return positions in the financial statements. Management believes there is no impact on MHS accompanying consolidated financial statements related to uncertain income tax positions. X X X X false false false false false false false false false Wilma AS Rowe MD Secretary 687852 0 140546 0 52479 0 14850 0 33801 0 929528 0 0 0 David N Maine MD President/CEO (ex officio) 1174119 0 422719 0 157500 0 9900 0 31970 0 1796208 0 0 0 Justin C Deibel Executive VP/CFO 696793 0 214182 0 99235 0 9900 0 33887 0 1053997 0 0 0 Thomas R Mullen Former President/CEO 48358 0 0 0 0 0 0 0 29238 0 77596 0 0 0 Mary L Harris MD Trustee 0 268397 0 0 0 0 0 10182 0 13312 0 291891 0 0 Ashanti Woods MD Trustee 0 301017 0 134752 0 0 0 8465 0 32349 0 476583 0 0 John Campbell MD Trustee 0 545458 0 5679 0 0 0 14850 0 34130 0 600117 0 0 Timothy J Simons MD Trustee 0 166976 0 40000 0 0 0 10240 0 24488 0 241704 0 0 Daniel J Choi Physician 502760 0 100000 0 0 0 9900 0 33915 0 646575 0 0 0 Jung-in Lee MD Physician 657219 0 0 0 0 0 19800 0 21029 0 698048 0 0 0 Charles X Lin MD Physician 523233 0 100000 0 0 0 9900 0 2589 0 635722 0 0 0 James S Lin MD Physician 515808 0 100000 0 0 0 14850 0 8728 0 639386 0 0 0 Reynaldo M Mia MD Physician 515920 0 100000 0 0 0 11250 0 5518 0 632688 0 0 0 VALTECH SOLUTION Key employee of Valtech is John B, son of Richard O. Berndt, Trustee of MHS 184100 Valtech acquired TBG in April 2022 false Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $)(Revenue $ 80,640) MERCY HEALTH SERVICES, INC, AS 50% OWNER OF MERCY RIDGE, INC. PROVIDES MANAGEMENT SUPPORT, INCLUDING FINANCIAL AID AND IT SUPPORT TO MERCY RIDGE'S CONTINUING CARE RETIREMENT FACILITY. MANAGEMENT SUPPORT FOR MERCY RIDGE CONSISTS OF ASSISTING THE ORGANIZATION WITH FULFILLING ITS MISSION TO PROVIDE A RETIREMENT FACILITY AND ITS RESIDENTS WITH A DIGNIFIED AND FULFILLING LIFESTYLE, AS WELL AS COMPASSIONATE CARE + ASSISTED LIVING OPTIONS WHEN NEEDED. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons EARL LINEHAN (treasurer), MICHAEL BATZA, JR. (trustee) - Business relationship, EDWARD CAHILL (trustee), MARILYNN DUKER (vice chair) - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body MERCY HEALTH SERVICES, INC. ("MHS"), THE SOLE PARENT OF THE CORPORATION, HAS A POLICY WHICH REQUIRES THE CORPORATION'S 990 TO BE MADE AVAILABLE FOR REVIEW BY THE MHS BOARD AND/OR THE MHS BOARD EXECUTIVE COMMITTEE PRIOR TO THE FILING. AT ITS board MEETING, MHS BOARD EXECUTIVE COMMITTEE MEMBERS RECEIVED A COPY OF THE CORPORATION'S DRAFT FORM 990. THE MHS CFO PROVIDED A POWER POINT PRESENTATION REGARDING THE DRAFT AND THERE WAS AN OPPORTUNITY FOR QUESTIONS AND DISCUSSION. FOLLOWING FURTHER REVISION OF THE DRAFT 990 AND PRIOR TO ITS FILING, IT WAS MADE AVAILABLE IN FINAL FORM TO ALL MEMBERS OF THE MHS BOARD AND THE CORPORATION'S BOARD FOR THEIR REVIEW. ANY ADDITIONAL COMMENTS OR QUESTIONS FROM BOARD MEMBERS ARE RESPONDED TO PRIOR TO FILING THE FORM 990. Form 990, Part VI, Line 12c Conflict of interest policy MHS HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT COVERS MHS AND ALL OF ITS DIRECT AND INDIRECT SUBSIDIARIES. THE INDIVIDUALS COVERED UNDER THE POLICY INCLUDE ALL TRUSTEES, DIRECTORS, OFFICERS (INCLUDING ALL SENIOR AND EXECUTIVE VICE PRESIDENTS) AND MEMBERS OF ANY COMMITTEE WITH BOARD-DELEGATED POWERS. UNDER THE POLICY, EACH SUCH PERSON IS REQUIRED TO COMPLETE AN ANNUAL DISCLOSURE FORM REGARDING BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH ANY ORGANIZATION THAT DOES BUSINESS WITH MHS OR ITS SUBSIDIARIES AND RELATIONSHIPS BETWEEN AND AMOUNG OFFICERS, TRUSTEES AND DIRECTORS. THE COMPLETED DISCLOSURE FORMS ARE REVIEWED BY THE MHS BOARD CHAIR AND THE MHS CEO OR A DESIGNEE. IN ADDITION TO THE ANNUAL DISCLOSURE, ANY PERSON WHO IS COVERED BY THE CONFLICT OF INTEREST POLICY HAS AN ONGOING OBLIGATION TO DISCLOSE THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICT TO THE BOARD OR THE BOARD COMMITTEE IN WHICH THE MATTER ARISES. FOLLOWING THE DISCLOSURE, THE PERSON MAY MAKE A PRESENTATION, BUT MUST THEN LEAVE THE MEETING AND THE OTHER MEMBERS OF THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER A CONFLICT EXISTS. UNDER THE POLICY, A CONFLICT OF INTEREST EXISTS WHEN AN INDIVIDUAL'S OWN PERSONAL INTEREST WOULD, OR MAY, INTERFERE WITH HIS OR HER IMPARTIALITY REGARDING THE MATTER. IF A CONFLICT EXISTS, THE PERSON MAY NOT BE PRESENT DURING DELIBERATIONS ON THE MATTER OR VOTE ON IT. THE BOARD OR COMMITTEE, AFTER CONDUCTING SUCH ADDITIONAL DUE DILIGENCE AS IT DETERMINES IS APPROPRIATE, SHALL MAKE A DECISION ON THE MATTER BASED UPON WHETHER THE PARTICULAR PROPOSAL IS FAIR, REASONABLE AND IN THE BEST INTEREST OF THE ORGANIZATION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE ORGANIZATION'S BOARD HAS ADOPTED A COMPENSATION POLICY (THE "POLICY") FOR COVERED INDIVIDUALS OF THE ORGANIZATION AND ITS DIRECT AND INDIRECT SUBSIDIARIES. PURSUANT TO THE POLICY, A COMPENSATION COMMITTEE OF INDEPENDENT DIRECTORS OF THE BOARD OF THE ORGANIZATION'S WAS ESTABLISHED TO REVIEW THE COMPENSATION OF ALL EMPLOYEES SPECIFIED AS HAVING A SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION AND ITS DIRECT AND INDIRECT SUBSIDIARIES, AND WHO RECEIVE REMUNERATION FROM THE ORGANIZATION AND ITS DIRECT AND INDIRECT SUBSIDIARIES. THE COMPENSATION COMMITTEE IS ADVISED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH OPINES TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF COMPENSATION PAID AND THE PROCESS BY WHICH COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDES DATA OF COMPENSATION PROVIDED AT SIMILAR ORGANIZATIONS TO ENSURE THAT THE ORGANIZATION DOES NOT COMPENSATE IN EXCESS OF MARKET NORMS. THE ORGANIZATION HAS A WRITTEN POLICY REGARDING THE REVIEW OF PHYSICIAN COMPENSATION TITLED "AMENDED AND RESTATED PHYSICIAN COMPENSATION REVIEW." THE POLICY APPLIES TO ALL MHS SUBSIDIARIES, AND IT SETS OUT THE PROCESS AND PROCEDURES FOR ENSURING THAT PHYSICIAN COMPENSATION IS APPROPRIATELY REVIEWED AND DETERMINED TO BE CONSISTENT WITH FAIR MARKET VALUE. UNDER THE POLICY THE REVIEW AND DETERMINATION MUST BE DOCUMENTED IN WRITING. THE POLICY ADDRESSES INTERNAL REVIEWS THROUGH BENCHMARKING OF PHYSICIAN COMPENSATION AGAINST NATIONALLY RECOGNIZED COMPENSATION SURVEY DATA, THE USE OF INDEPENDENT COMPENSATION CONSULTANTS AND REVIEW BY THE MHS BOARD COMPENSATION COMMITTEE. THE POLICY FURTHER REQUIRES THAT ALL COMPENSATION REVIEWS BE PERFORMED IN ACCORDANCE WITH THE MHS CONFLICT OF INTEREST POLICY. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS OF THE ORGANIZATION, ITS CONFLICTS OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS ARE AVAILABLE ON THE MERCY HEALTH SERVICES WEBSITE (WWW.MDMERCY.COM), AS WELL AS FROM THE ORGANIZATION. Form 990, Part XI, Line 9 Other changes in net assets or fund balances intercompany write offs - -32335771; Form 990, Part XII, Line 2c Change of oversight process or selection process the process has not changed from the prior year. MARYLAND SPECIALTY SERVICES LLC 301 ST PAUL PLACE BALTIMORE MD 21202 271111353 SPECIALTY CARE MD 0 0 MHS LUTHERVILLE HEMATOLOGY & ONCOLOGY LLC 1734 YORK ROAD LUTHERVILLE MD 21093 274697590 SPECIALTY CARE MD 48605943 4539317 MHS NORTH CALVERT ANESTHESIOLOGY SERVICESLLC 301 ST PAUL PLACE bALTIMORE MD 21202 611758896 SPECIALTY CARE MD 15867977 7566659 MHS MERCY MEDICAL CENTER INC 301 ST PAUL PLACE BALTIMORE MD 21202 520591658 HOSPITAL MD 501(c)(3) 3 MHS true SAINT PAUL PLACE SPECIALISTS INC 301 ST PAUL PLACE BALTIMORE MD 21202 521495113 SPECIALTY CARE MD 501(c)(3) 3 mHS true MERCY HEALTH FOUNDATION INC 301 ST PAUL PLACE bALTIMORE MD 21202 522173656 FOUNDATION MD 501(c)(3) 7 mHS true STELLA MARIS INC 2300 DULANEY VALLEY ROAD TIMONIUM MD 21093 521419602 NURSING FACILITY MD 501(c)(3) 10 mHS true MARYLAND FAMILY CARE INC 301 ST PAUL PLACE bALTIMORE MD 21202 522046586 MEDICAL SERVICE MD 501(c)(3) 3 mHS true MERCY TRANSITIONAL CARE SERVICES INC 301 ST PAUL PLACE BALTIMORE MD 21202 521968440 SKILLED NURSE service MD 501(c)(3) 10 NA true CARDINAL SHEHAN CENTER 2300 DULANEY VALLEY ROAD tIMONIUM MD 21093 521180710 SENIOR HOUSE MD 501(c)(3) 10 NA true VASCULAR SPECIALTY SERVICES INC 341 N CALVERT STREET SUITE 200 BALTIMORE MD 21202 521995474 MEDICAL PRACTICE MD MHS C Corporation 4980502 36243 1 true GREENLEAF INSURANCE CO LTD 980206045 INSURANCE CJ MMC C Corporation false false false false false false false false false false true false true false false true false true true true Saint Paul Place Specialists Inc J 70300 Fmv Saint Paul Place Specialists Inc S 35956848 FMV Mercy Medical Center J 223958 FMV Mercy Medical Center O 28368119 FMV Mercy Medical Center L 11255591 FMV Mercy Medical Center S 215515058 FMV Mercy Medical Center R 443020 FMV Mercy Foundation Inc R 50344 FMV Maryland Family Care S 64818 FMV Maryland Family Care Q 107000 FMV