2026-04-08T16:15:46+00:00 2025-06-30 440160260 Forvis Mazars LLP One Oak Plaza Suite 300 Asheville NC 28801 990 2024-07-01 522173382 Mercy Health Services Inc MERC 4103329313 301 St Paul Place Baltimore MD 21202 Justin Deibel Executive Vice President & CFO 4103329313 2026-04-08 true Amy Bibby P00445891 8282542254 2026-03-25 2024 2025-03-06 01:10:19Z David N Maine MD 301 St Paul Place Baltimore MD 21202 99866510 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"). 35 27 120 0 -49378 0 0 0 85939342 98050076 1191695 1816434 0 0 87131037 99866510 0 0 0 0 27388687 32251956 0 0 0 56683716 65475178 84072403 97727134 3058634 2139376 51958898 54761025 34443995 146946592 17514903 -92185567 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 71397972 74189849 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. 15431068 16225886 NORTH CALVERT ANESTHESIOLOGY SERVICES, LLC PROVIDES ALL ANESTHESIOLOGY SERVICES WITHIN MERCY MEDICAL CENTER, INC. 160778 4290299 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. 2996219 3263382 Vascular Specialty Services, LLC provides quality physician services, specializing in vascular surgery delivered to the community by duly licensed professionals. In 9 months of FY25, Vascular completed 765 surgical cases, and provided care through 6,491 patient visits. 80660 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. 2996219 3344042 89986037 true false 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 false false true false false false false true true true true false false true X 0 0 120 true true true true CJ false false false false false false false false true false X 35 27 true false false false false false false true true false false false true true true true true true true true false false MD X Justin Deibel 4106592905 301 St Paul Place Baltimore MD 21202 David N Maine MD President/CEO (ex officio) 0.5 45.5 X X 2159214 0 44299 Earl L Linehan Treasurer 0.5 0.5 X X 0 0 0 Marilynn K Duker Vice Chair 0.5 0.5 X X 0 0 0 Mary Fanning Sr RSM Secretary 0.5 0 X X 0 0 0 Sister Helen Amos RSM Executive Chair 30.0 0.5 X X 0 0 0 Alexander T Mason Trustee 0.5 0 X 0 0 0 Ashanti Woods MD Trustee 0.5 39.5 X 0 424091 43553 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 0.0 X 0 0 19 Edward L Cahill Trustee 0.5 0 X 0 0 0 Harry D Halpert 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 549901 49818 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 Marc C Bunting Trustee 0.5 0.5 X 0 0 0 Margaret M Beatty Sr RSM Trustee 0.5 0 X 0 0 0 Maria Jacobs 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 D Gallagher Trustee 0.5 0.5 X 0 0 0 Michael Batza Jr Trustee 0.5 10.0 X 0 0 0 Richard Berndt Trustee 0.5 0.5 X 0 0 0 Shanaysha M Sauls PhD Trustee 0.5 0 X 0 0 0 Timothy J Simons MD Trustee 0.5 39.5 X 0 215014 32105 Truman Seman Emeritus Trustee 0.5 0 X 0 0 0 Justin C Deibel Executive VP/CFO 15.0 27.0 X 1311468 0 49474 Wilma AS Rowe MD SVP & CMO 0.5 44.5 X 1024977 0 47592 Bahram Sarfaraz Physician 40.0 0 X 639541 0 48628 Charles X Lin MD Physician 40.0 0 X 650462 0 12179 Daniel J Choi Physician 40.0 0 X 620996 0 45753 Jung-in Lee MD Physician 40.0 0 X 630010 0 22510 Reynaldo M Mia MD Physician 40.0 0 X 636441 0 18044 7673109 1189006 413974 73 false true false ABEO MANAGEMENT CORPORATION 7301 N SH 161 SUITE 365 IRVING TX 75039 BILLING SERVICE 703591 SYSTEMATIC FINANCIAL MANAGEMENT LP 300 FRANK WBURR BLVD 7th FLOOR TEANECK NJ 07666 INVESTMENT MANAGEMENT SERVICE 202343 PRINCIPAL BANK POBox 10317 Des Moines IA 503060317 INVESTMENT MANAGEMENT SERVICE 164214 MARQUETTE ASSOCIATES INC 180 N LaSalle St SUITE 3500 CHICAGO IL 60601 INVESTMENT CONSULTING 118750 COHO PARTNERS LTD 300 Berwyn Park 801 Cassatt Rd Su Berwyn PA 19312 INVESTMENT MANAGEMENT SERVICE 102910 5 0 LUTHERVILLE HEMATOLOGY & ONCOLOGY SERVICES REVENUE 621400 74189849 74189849 NORTH CALVERT ANESTHESIA REVENUE 621400 16225886 16225886 Management Fee 541610 4370959 4370959 Vascular Specialty Services Revenue 621400 3263382 3263382 0 0 0 0 98050076 1816434 -49378 1865812 0 0 0 0 0 0 0 0 0 99866510 98050076 -49378 1865812 6244262 2385614 3858648 22517668 22517668 529282 458274 71008 1721893 1490887 231006 1238851 1072649 166202 3246362 3246362 98379 98379 338875 334329 4546 0 460 460 340414 322591 17823 25722 25722 497360 497360 102724 60447 42277 41885 41885 247307 247307 603935 603935 Medical Supplies 67206011 67206011 Taxes/Fees 166759 166759 Repairs & Maintenance 19512 19512 Other Expenses -257532 -262378 4846 -7202995 -7202995 0 0 97727134 89986037 7741097 0 1078412 997554 8272305 8113549 0 0 0 0 2843837 2808808 807 2684723 1472049 1415579 1212674 29698591 32936085 8650174 8650174 0 41374 51958898 54761025 8000960 8985042 0 0 0 26443035 137961550 34443995 146946592 X 17514903 -92185567 17514903 -92185567 51958898 54761025 X 2139376 1474546 -113314392 X X false true true false X X 3 MERCY MEDICAL CENTER INC 520591658 3 true 15431068 0 STELLA MARIS INC 521419602 9 true 0 0 MERCY HEALTH FOUNDATION INC 522173656 7 true 0 0 3 15431068 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 Organization have the power to regularly appoint or elect a 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. 2003272 906126 1097146 681367 565923 115444 84 84 1212674 Closely-held equity interests Financial derivatives Board designated and donor restricted investments 32936085 C 32936085 Long term investment 8650174 F 8650174 Federal Income Taxes DUE TO RELATED ENTITY 137961550 137961550 X 0 0 0 0 0 0 0 0 0 0 0 0 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 David N Maine MD President/CEO (ex officio) 1291089 0 611719 0 256406 0 10350 0 33949 0 2203513 0 0 0 Ashanti Woods MD Trustee 0 300467 0 123624 0 0 0 9300 0 34253 0 467644 0 0 John Campbell MD Trustee 0 544982 0 4919 0 0 0 15565 0 34253 0 599719 0 0 Timothy J Simons MD Trustee 0 175014 0 40000 0 0 0 5372 0 26733 0 247119 0 0 Justin C Deibel Executive VP/CFO 802067 0 355815 0 153586 0 15525 0 33949 0 1360942 0 0 0 Wilma AS Rowe MD SVP & CMO 624406 0 232369 0 168202 0 15525 0 32067 0 1072569 0 0 0 Daniel J Choi Physician 507662 0 113334 0 0 0 11500 0 34253 0 666749 0 0 0 Jung-in Lee MD Physician 630010 0 0 0 0 0 20700 0 1810 0 652520 0 0 0 Charles X Lin MD Physician 527206 0 123256 0 0 0 10350 0 1829 0 662641 0 0 0 Reynaldo M Mia MD Physician 518941 0 117500 0 0 0 15525 0 2519 0 654485 0 0 0 Bahram Sarfaraz Physician 508941 0 130600 0 0 0 14375 0 34253 0 688169 0 0 0 VALTECH SOLUTION Key employee of Valtech is John B, son of Richard O. Berndt, Trustee of MHS 252175 Valtech acquired TBG in April 2022 false Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 2,996,219 including grants of $)(Revenue $ 3,263,382) Vascular Specialty Services, LLC provides quality physician services, specializing in vascular surgery delivered to the community by duly licensed professionals. In 9 months of FY25, Vascular completed 765 surgical cases, and provided care through 6,491 patient visits. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ including grants of $)(Revenue $ 80,660) 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 COI requests are sent out each fall for completion by the end of the calendar year. Results are reported to the Audit Committee at the meeting in January for discussion and review. Completion is tracked within the COI Smart electronic system. Any previously approved disclosure is noted as "previously reviewed and approved by the Audit Committee changes in outside Board participation as well as financial disclosures are listed for review and approval by the Audit Committee. Disclosures totaling < $1,000 are not included on the disclosure report as these are routinely food and beverage reports on the CMS Open Payment Database. 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 - -86901094; Capital Contribution to Vascular Specialty - -26413298; Total - -XXX-XX-XXXX; 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 73764530 4078497 MHS NORTH CALVERT ANESTHESIOLOGY SERVICESLLC 301 ST PAUL PLACE bALTIMORE MD 21202 611758896 SPECIALTY CARE MD 16225886 7700859 MHS Vascular Specialty Services Inc 341 N Calvert Street Suite 200 Baltimore MD 21202 521995474 Medical Practice MD 4990400 31028 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 GREENLEAF INSURANCE CO LTD PO BOX 1363 GRAND CAYMAN CJ KY11108 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 Mercy Medical Center L 24247027 FMV Mercy Medical Center S 326397496 FMV Mercy Medical Center O 31917830 FMV Mercy Medical Center J 490410 FMV Mercy Medical Center R 438146 FMV Mercy Medical Center Q 557794 FMV Saint Paul Place Specialists Inc S 75261894 FMV Saint Paul Place Specialists Inc L 8505780 FMV Maryland Family Care L 75172 FMV