Bon Secours Mercy Health Foundation
Bon Secours Mercy Health Foundation maintains substantial assets and reports no officer compensation across recent filings.
EIN: 201072726 · Blue Ash, OH · NTEE: X12 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $90.5M |
| Total Expenses | $54.1M |
| Program Spending | 85% |
| Net Assets | $354.2M |
| Transparency Score | 88/100 |
Search Intent Cockpit
Bon Secours Mercy Health Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals
Bon Secours Mercy Health Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Bon Secours Mercy Health Foundation in one place.
Form 990 Filing Summary
13 filing years are available, with latest revenue of $49.9M and expenses of $54.1M.
Revenue and Expenses
Bon Secours Mercy Health Foundation reported $49.9M in revenue and $54.1M in expenses, a deficit of $4.2M.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
88/100 mission score, 1 red flag, and 4 strengths are shown from structured and AI review.
Is Bon Secours Mercy Health Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $46.0M (85%) |
Across stored filings, Bon Secours Mercy Health Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 1 red flag identified |
| Mission spend | 85% to programs | Excellent |
| Financial durability | Grade B | 13 stored filing years |
| Peer context | Compare with Alliance Of Independent Academic Medical Centers | Ohio and Religion context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
Open charity check →Peer Benchmark
Compare against real state and category peers.
Compare with Alliance Of Independent Academic Medical Centers →All Ohio nonprofits
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Local and Sector Spokes
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Blue Ash, OH nonprofitsReligion in Ohio
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Follow the Money
Jump into spending, compensation, rankings, and filing-year evidence.
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Keep the Investigation Moving
Bon Secours Mercy Health Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Bon Secours Mercy Health Foundation
Bon Secours Mercy Health Foundation (EIN: 201072726) is a nonprofit organization based in Blue Ash, OH, classified under NTEE code X12. The organization reported total revenue of $90.5M and total assets of $436.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Bon Secours Mercy Health Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Bon Secours Mercy Health Foundation is a major nonprofit that has been operating for 12 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 25.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $49.9M |
| Total Expenses | $54.1M |
| Surplus / Deficit | $-4,167,736 |
| Total Assets | $374.5M |
| Total Liabilities | $20.3M |
| Net Assets | $354.2M |
| Operating Margin | -8.4% |
| Debt-to-Asset Ratio | 5.4% |
| Months of Reserves | 83.1 months |
Financial Health Grade: B
In 2023, Bon Secours Mercy Health Foundation reported a deficit of $4.2M with expenses exceeding revenue, holds 83.1 months of operating reserves (strong position), has a debt-to-asset ratio of 5.4% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Bon Secours Mercy Health Foundation's revenue has grown at a compound annual growth rate (CAGR) of 25.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -20.9% | -7.8% | +7.4% |
| 2022 | -5.7% | -19.7% | -23.5% |
| 2021 | +16.1% | -23.0% | +23.0% |
| 2020 | +32.9% | +181.5% | +19.2% |
| 2019 | +66.3% | -29.3% | +35.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2014 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Bon Secours Mercy Health Foundation with a Mission Score of 88 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Bon Secours Mercy Health Foundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $4.2M, with expenses exceeding revenue.
- Debt-to-asset ratio: 5.4%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all provided IRS 990 filings, indicating that executive leadership is either unpaid or compensated through a related entity, which enhances the perception of donor dollar utilization.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Bon Secours Mercy Health Foundation's IRS 990 filings:
- Expenses exceeded revenue in multiple recent years (e.g., 2023, 2021, 2020), indicating reliance on prior year surpluses or asset drawdowns.
Strengths
The following positive indicators were identified for Bon Secours Mercy Health Foundation:
- Strong and growing asset base, reaching $374,534,060 in 2023, providing financial resilience.
- Consistent reporting of 0% officer compensation across all available filings, indicating high efficiency in executive overhead.
- Long history of IRS 990 filings (13 filings), demonstrating transparency and consistent compliance.
- Significant revenue generation, with latest reported revenue at $90,467,378 (latest available data point) and $49,912,263 in 2023, indicating strong fundraising capabilities.
Frequently Asked Questions about Bon Secours Mercy Health Foundation
Is Bon Secours Mercy Health Foundation a legitimate charity?
Bon Secours Mercy Health Foundation (EIN: 201072726) is a registered tax-exempt nonprofit based in Ohio. Our AI analysis gives it a Mission Score of 88/100. It has 13 years of IRS 990 filings on record. Total revenue: $90.5M. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does Bon Secours Mercy Health Foundation spend its money?
Bon Secours Mercy Health Foundation directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Bon Secours Mercy Health Foundation tax-deductible?
Bon Secours Mercy Health Foundation is registered as a tax-exempt nonprofit (EIN: 201072726). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Bon Secours Mercy Health Foundation's spending goes to programs?
Bon Secours Mercy Health Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Bon Secours Mercy Health Foundation compare to similar nonprofits?
With a transparency score of 88/100 (Excellent), Bon Secours Mercy Health Foundation is above average for NTEE category X12 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Bon Secours Mercy Health Foundation located?
Bon Secours Mercy Health Foundation is headquartered in Blue Ash, Ohio and files with the IRS under EIN 201072726. It is classified under NTEE code X12.
How many years of IRS 990 filings does Bon Secours Mercy Health Foundation have?
Bon Secours Mercy Health Foundation has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $90.5M in total revenue.
Is Bon Secours Mercy Health Foundation financially stable?
Yes, the foundation appears financially stable, with assets of $374,534,060 in 2023 and consistent revenue generation over the past decade, despite some years where expenses exceeded revenue.
How does the foundation manage executive compensation?
The foundation reports 0% officer compensation in all available filings, suggesting that executive compensation is either not paid directly by this entity or is handled through a related organization.
What is the trend in the foundation's revenue?
Revenue has fluctuated, with a peak of $66,888,886 in 2021, and more recently $49,912,263 in 2023, showing a generally strong fundraising capacity over time.
Are the foundation's expenses consistently covered by its revenue?
Not always. In several periods, such as 2023 ($54,079,999 expenses vs. $49,912,263 revenue) and 2021 ($73,068,066 expenses vs. $66,888,886 revenue), expenses exceeded revenue. However, the substantial asset base suggests these deficits are managed without jeopardizing long-term stability.
Filing History
IRS 990 filing history for Bon Secours Mercy Health Foundation showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Bon Secours Mercy Health Foundation's revenue has grown by 1470.4%, moving from $3.2M to $49.9M. Total assets increased by 2342.4% over the same period, from $15.3M to $374.5M. Total functional expenses rose by 1297.5%, from $3.9M to $54.1M. In its most recent filing year (2023), Bon Secours Mercy Health Foundation reported a deficit of $4.2M, with expenses exceeding revenue. The organization holds $20.3M in liabilities against $374.5M in assets (debt-to-asset ratio: 5.4%), resulting in net assets of $354.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $49.9M | $54.1M | $374.5M | $20.3M | — | — |
| 2022 | $63.1M | $58.6M | $348.6M | $6.5M | — | View 990 |
| 2021 | $66.9M | $73.1M | $455.9M | $62.7M | — | View 990 |
| 2020 | $57.6M | $94.9M | $370.5M | $24.3M | — | — |
| 2019 | $43.4M | $33.7M | $311.0M | $27.4M | — | View 990 |
| 2018 | $26.1M | $47.7M | $229.0M | $23.1M | — | View 990 |
| 2017 | $28.2M | $30.5M | $247.4M | $15.0M | — | View 990 |
| 2016 | $26.1M | $41.0M | $230.4M | $9.8M | — | View 990 |
| 2015 | $26.9M | $28.5M | $243.9M | $12.4M | — | View 990 |
| 2014 | $29.7M | $35.8M | $241.2M | $-745,992 | — | View 990 |
| 2013 | $15.4M | $7.8M | $36.0M | $3.5M | — | View 990 |
| 2012 | $14.4M | $6.4M | $24.5M | $596K | — | View 990 |
| 2011 | $3.2M | $3.9M | $15.3M | $437K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $49.9M, expenses of $54.1M, and assets of $374.5M (revenue -20.9% year-over-year).
- 2022: Revenue of $63.1M, expenses of $58.6M, and assets of $348.6M (revenue -5.7% year-over-year).
- 2021: Revenue of $66.9M, expenses of $73.1M, and assets of $455.9M (revenue +16.1% year-over-year).
- 2020: Revenue of $57.6M, expenses of $94.9M, and assets of $370.5M (revenue +32.9% year-over-year).
- 2019: Revenue of $43.4M, expenses of $33.7M, and assets of $311.0M (revenue +66.3% year-over-year).
- 2018: Revenue of $26.1M, expenses of $47.7M, and assets of $229.0M (revenue -7.6% year-over-year).
- 2017: Revenue of $28.2M, expenses of $30.5M, and assets of $247.4M (revenue +8.4% year-over-year).
- 2016: Revenue of $26.1M, expenses of $41.0M, and assets of $230.4M (revenue -3.1% year-over-year).
- 2015: Revenue of $26.9M, expenses of $28.5M, and assets of $243.9M (revenue -9.3% year-over-year).
- 2014: Revenue of $29.7M, expenses of $35.8M, and assets of $241.2M (revenue +92.2% year-over-year).
- 2013: Revenue of $15.4M, expenses of $7.8M, and assets of $36.0M (revenue +7.4% year-over-year).
- 2012: Revenue of $14.4M, expenses of $6.4M, and assets of $24.5M (revenue +352.1% year-over-year).
- 2011: Revenue of $3.2M, expenses of $3.9M, and assets of $15.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Bon Secours Mercy Health Foundation:
Data Sources and Methodology
This transparency report for Bon Secours Mercy Health Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.