BAPTIST HEALTHCARE SYSTEM INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BAPTIST HEALTHCARE SYSTEM INC (EIN 61-0444707)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-07-08
- IRS object ID
- 201531899349300448
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-08T15:19:47-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SCRIPPS CENTER 312 WALNUT ST | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610444707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baptist Healthcare System Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CARL G HERDE | InCareOfNm |
| Business Name Control | BAPT | BusinessNameControlTxt |
| Phone | 5028965000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 Eastpoint Parkway | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40223 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carl G Herde | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5028965011 | PhoneNum |
| Signature | 2015-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRICIA M JOHNSON | PreparerPersonNm |
| PTIN | P00627205 | PTIN |
| Phone | 5028965011 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baptist Health | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN C HANSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 EASTPOINT PARKWAY | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,563,932,008 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.baptisthealthkentucky.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE QUALITY HEALTHCARE SERVICES BY ENHANCING THE HEALTH OF THE PEOPLE/COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 10992 | TotalEmployeeCnt |
| Total Volunteers | 1182 | TotalVolunteersCnt |
| Total Gross UBI | $3,035,465 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $134,599 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,383,562 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,600,875 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,266,270,994 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,352,847,882 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,615,310 | PYInvestmentIncomeAmt |
| CY Investment Income | $63,890,480 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,655,893 | PYOtherRevenueAmt |
| CY Other Revenue | $19,180,281 | CYOtherRevenueAmt |
| PY Total Revenue | $1,318,925,759 | PYTotalRevenueAmt |
| CY Total Revenue | $1,440,519,518 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,055,274 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,235,644 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $605,065,250 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $609,631,805 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $615,741,482 | PYOtherExpensesAmt |
| CY Other Expenses | $624,209,753 | CYOtherExpensesAmt |
| PY Total Expenses | $1,222,862,006 | PYTotalExpensesAmt |
| CY Total Expenses | $1,236,077,202 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $96,063,753 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $204,442,316 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,367,833,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,286,559,034 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $837,451,755 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $872,062,920 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,530,382,102 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,414,496,114 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF BAPTIST HEALTHCARE SYSTEM (BHS) IS TO EXEMPLIFY OUR CHRISTIAN HERITAGE OF PROVIDING QUALITY HEALTHCARE SERVICES BY ENHANCING THE HEALTH OF THE PEOPLE AND THE COMMUNITIES WE SERVE. THE VISION OF BHS IS TO BE NATIONALLY RECOGNIZED AS THE HEALTHCARE LEADER IN KENTUCKY. BHS WILL LIVE OUT ITS CHRIST-CENTERED MISSION AND ACHIEVE ITS VISION GUIDED BY: INTEGRITY, RESPECT, STEWARDSHIP, EXCELLENCE AND COLLABORATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,069,722,701 | ExpenseAmt |
| Grant | $2,235,644 | GrantAmt |
| Revenue | $1,363,489,699 | RevenueAmt |
| Desc | Since its inception in 1924, Baptist Healthcare System, Inc. ("Baptist") is dedicated to providing accessible, quality healthcare to all patients regardless of their ability to pay. The hospitals owned and operated by Baptist under tax identification number 61-0444707 include: Hospital Location Baptist Health Louisville Louisville, Kentucky Baptist Health Corbin Corbin, Kentucky Baptist Health Lexington Lexington, Kentucky baptist Health Paducah Paducah, Kentucky VISION The vision of Baptist is to be the healthcare leader in Kentucky. Having earned a reputation of providing high quality patient care and utilizing the latest in medical technology, patients seek out Baptist facilities for their care. According to state statistics in 2014, Baptist is one of the largest healthcare providers in the state. KENTUCKY 2014 HOSPITAL STATISTICS LICENSED BEDS 1,548 BEDS - SECOND LARGEST NUMBER OF BEDS OF ANY HEALTH SYSTEM IN KENTUCKY EMPLOYEES 10,245 EMPLOYEES AT END OF FISCAL YEAR - ONE OF THE TOP EMPLOYERS IN KENTUCKY INPATIENT CARE 64,216 ADMISSIONS/305,289 DAYS - LARGEST NUMBER OF ADMISSIONS IN KENTUCKY AT A SYSTEM-OWNED OR MANAGED HOSPITAL - ONE OUT OF EVERY EIGHT INPATIENTS RECEIVING CARE IN KENTUCKY RECEIVED CARE AT A SYSTEM-OWNED OR MANAGED HOSPITAL OBSTETRIC (DELIVERIES) 8,774 BABIES - LARGEST NUMBER OF BABIES DELIVERED IN KENTUCKY AT A SYSTEM-OWNED OR MANAGED HOSPITAL - Almost one in four babies in Kentucky was delivered at Baptist hospitals at a system-owned or managed hospital CARDIOLOGY (OPEN HEART SURGERIES) 1,093 CASES - SECOND LARGEST NUMBER OF OPEN-HEART SURGERIES PERFORMED BY ANY SYSTEM-OWNED OR MANAGED HOSPITAL IN KENTUCKY - ONE IN five OPEN-HEART SURGERIES IN KENTUCKY WAS PERFORMED AT A SYSTEM-OWNED OR MANAGED HOSPITAL EMERGENCY VISITS 166,659 REGISTRATIONS - THE SECOND LARGEST NUMBER OF EMERGENCY VISITS IN KENTUCKY AT A SYSTEM-OWNED OR MANAGED HOSPITAL - ONE IN THIRTEEN ER PATIENTS WAS TREATED AT A SYSTEM-OWNED OR MANAGED HOSPITAL OUTPATIENT VISITS 941,123 HOSPITAL VISITS - ONE IN ELEVEN OUTPATIENTS IN KENTUCKY RECEIVING CARE IN AN ACUTE-CARE SETTING WAS SEEN AT A SYSTEM-OWNED OR MANAGED HOSPITAL MISSION As indicated by its mission statement, Baptist strives to continue its "Christian heritage of service and to enhance the health of the people and the communities we serve." Baptist is organized and operated exclusively for the benefit of each community and each hospital is considered a valuable community asset. The Baptist Boards of Directors are comprised of local representatives who, along with the hospitals' management and employees, understand that they are responsible to the communities for providing high quality health care services. Over the years, Baptist has gained a reputation for providing compassionate, high quality, cost efficient, patient friendly care. RESPONSIVE TO COMMUNITY NEED Operating healthcare facilities in today's environment requires a delicate balance between producing a sufficient margin to allow for adequate staffing and investment in new technologies, while also providing enough resources to absorb the cost of care for those patients who do not have the ability to pay for the services. In 2014, Baptist was able to re-invest over $109 million into the communities in new technology, construction, renovation and systems improvement. Because of the need to generate a modest margin while caring for all patients, Baptist strives to fulfill its community responsibility of collecting appropriate reimbursement from all patients who have the necessary resources while providing a generous, yet accountable charity care policy to assist those patients who do not have the means to pay for the services rendered. (See "Charity Care Policy" on the next page for further discussion). From a broad perspective, Baptist hospitals consistently provide a high level of quality care to every patient and enhance the health of the people it serves through health promotions, health screenings, medical research, and training of health professionals. Other community benefits include: - Maintaining necessary, but unprofitable services that meet community needs - Helping to recruit physicians to underserved areas - Helping patients coordinate services with other healthcare providers - Providing resources for support groups - Promoting and providing preventive care services - Monitoring clinical outcomes in order to ensure quality care - Committing resources to improving safety and processes of care - Providing services conveniently accessible by patients In addition, Baptist employees volunteer thousands of hours in community services and leadership. Baptist's support for community activities underscores its commitment to improving the lives of those served. Because Baptist and its employees contribute so much of their time, talents and resources to serve others, communities served by Baptist are better places to live and work. Quantification of many of the community benefits is detailed later in this section. However, what the Statement of Program Service Accomplishments doesn't measure is the economic benefit derived by each community from Baptist being one of the largest employers in the state. The economic impact of the wages paid to Baptist employees is significant considering the dollars they spend on food, housing, services, and other products. CHARITY CARE POLICY To further the mission of enhancing the health of the people and communities it serves, Baptist provides medically necessary inpatient and outpatient care to patients regardless of race, religion, sex, national origin, disability, age or their ability to pay. Recognizing that not all patients have the ability to pay, Baptist has a charity care policy to accurately evaluate a patient's ability to pay for services received. Baptist relies solely on the physician order to determine whether treatment is medically necessary and whether the patient is treated on an inpatient or outpatient basis. Neither the patient's financial condition nor their ability to pay for services has any bearing upon whether, or how, the patient is treated in a Baptist facility. Patients are transferred only when Baptist does not provide the specialized service that is required, or by specific request of the patient. Baptist has notices posted throughout the hospital that clearly communicate Baptist's charity care policy. Baptist employees are instructed in the application of the charity care policy and are trained to recognize situations that indicate the financial resources of a patient may be inadequate. These employees freely and willingly volunteer information regarding the charity care policy to any patient who may express a concern regarding the ability to pay for services. The policy provides that: 1. Patients/guarantors with resources of less than 200% of the Poverty Guideline for their family size will receive full charity. 2. Patients/guarantors with resources of 200% but less than 400% of the Poverty Guideline for their family size will qualify for partial charity. The ratio of resources up to 400% of the Poverty Guideline determines the percentage of the bill that will be the responsibility of the applicant. However, the liability is capped at 10% of the resources. 3. Patients/guarantors with resources of 400% of the Poverty Guideline for their family size but no more than 1200% of the Poverty Guideline for their family of one will qualify for partial charity if the liability exceeds 20% of their resources. In these situations, the patient/guarantor will be responsible for an amount not to exceed 20% of their resources. 4. If eligible for a charity discount, a patient will receive the discount regardless of whether they pay the balance on the bill. If necessary, payment arrangements may be made on the balance of the patient's bill in accordance with hospital procedures. If charity care eligibility cannot be determined, good stewardship requires that the hospital initially begin the collection process. However, immediately upon determining that the guarantor is eligible for charity care, collection efforts on the balance eligible for charity will cease and the appropriate balance will be designated as charity. TAX-EXEMPT STATUS REQUIREMENTS The Internal Revenue Service Revenue Ruling 69-545 provides that a hospital can demonstrate it has met the community benefit standard by having a full-time emergency room open to the public regardless of ability to pay for services received. Baptist operates Emergency Departments that are open 24 hours a day, 365 days a year and treated 166,659 emergency patients during fiscal year 2014. Baptist facilities and emergency departments post policies stating that patients will be treated regardless of their ability to pay. Depending on the severity of a patient's condition, as a service to the patient Baptist may verify insurance prior to rendering services in the emergency department. Under no circumstances is emergency care delayed by discu | Desc |
| Total Program Service Expenses | $1,069,722,701 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 852 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 10992 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL G HERDE | PersonNm |
| Phone | 5028965011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 EASTPOINT PARKWAY | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Robert Baker | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Tom Davis | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Tommy Elliott | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Diane Dalton Evans | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Brenda Hammons | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Robert L Hook Jr | |||||||||
| Director (THRU 12/31/13) | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Chris Hutson | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Lindsey Ingram Jr | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Glenn Leveridge | |||||||||
| Director (THRU 12/31/13) | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| John Logan | |||||||||
| Director (THRU 12/31/13) | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Frank R Purdy III | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Steven Reed | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| James D Rickard | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Marcia Milby Ridings | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Edmund C Roberts Jr | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Judge Eugene Siler Jr | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thelma White | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Victoria B Buster | |||||||||
| DIRECTOR (EFF 1/1/14) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Allen Rudd | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| Janet Norton | |||||||||
| Secretary | 40.0 | 0.0 | $427,559 | $0 | $124,585 | Yes (X) | |||
| Mary Lou Tipgos | |||||||||
| Asst. Secretary (THRU 6/20/14) | 40.0 | 0.0 | $123,572 | $0 | $28,483 | Yes (X) | |||
| Stephen Hanson | |||||||||
| President & CEO | 40.0 | 0.0 | $959,051 | $0 | $21,077 | Yes (X) | |||
| William Sisson | |||||||||
| Vice President | 40.0 | 0.0 | $663,469 | $0 | $260,428 | Yes (X) | |||
| Larry Barton | |||||||||
| Vice President (THRU 12/2013) | 40.0 | 0.0 | $532,305 | $0 | $47,978 | Yes (X) | |||
| David Gray | |||||||||
| Vice President | 40.0 | 0.0 | $542,350 | $0 | $143,178 | Yes (X) | |||
| Carl Herde | |||||||||
| Treasurer & CFO | 40.0 | 0.0 | $584,383 | $0 | $214,226 | Yes (X) | |||
| DOUGLAS A MILLIGAN MD | |||||||||
| PHYSICIAN | 40.0 | 0.0 | $531,103 | $0 | $41,753 | Yes (X) | |||
| Kelley Clark MD | |||||||||
| Physician | 40.0 | 0.0 | $500,684 | $0 | $32,494 | Yes (X) | |||
| John R Barton MD | |||||||||
| Physician | 40.0 | 0.0 | $532,763 | $0 | $50,925 | Yes (X) | |||
| Kenneth Anderson | |||||||||
| Hospital VP & CMO | 40.0 | 0.0 | $429,161 | $0 | $48,350 | Yes (X) | |||
| curtis high md | |||||||||
| physician | 40.0 | 0.0 | $419,109 | $0 | $43,608 | Yes (X) | |||
| Tommy Smith | |||||||||
| President & CEO (thru 3/25/13) | 40.0 | 1.0 | $1,047,581 | $0 | $35,339 | Yes (X) | |||
| Susan Stout Tamme | |||||||||
| Vice President (thru 12/2011) | 40.0 | 0.0 | $407,553 | $0 | $122,692 | Yes (X) | |||
| John Henson | |||||||||
| Vice President (thru 11/2011) | 40.0 | 0.0 | $328,526 | $0 | $14,150 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,080,169 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,229,266 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 345 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Central Ky Anesthesia | |||||
| 425 Lewis Hargett Circle | LEXINGTON | KY | 40503 | Anesthesia services | $3,285,736 |
| Anesthesiology of Paducah | |||||
| 2507 Broadway | PADUCAH | KY | 42001 | Anesthesia services | $2,407,090 |
| ANN OLDFATHER ATTY | |||||
| 1330 South 3rd Street | LOUISVILLE | KY | 40208 | legal services | $4,000,000 |
| Kentucky Anesthesia Group | |||||
| 425 Lewis Hargett Circle | LEXINGTON | KY | 40503 | Anesthesia services | $2,000,197 |
| DEMAN DATA SYSTEMS LLC | |||||
| 2511 Corporate Way | PALMETTO | FL | 34221 | IT SERVICES | $1,098,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 119 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $3,938,393 | RelatedOrganizationsAmt |
| All Other Contributions | $662,482 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $4,600,875 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Insur & Pt Pmts | 621300 | $711,286,454 | $709,312,666 | $1,973,788 | $0 |
| Medicare & Medicaid Pmts | 621300 | $581,709,952 | $581,709,952 | $0 | $0 |
| MGMT FEES-EXEMPT REV | 561000 | $38,502,645 | $38,502,645 | $0 | $0 |
| INTERCO INT/MOB RENT | 900099 | $13,753,294 | $13,753,294 | $0 | $0 |
| OTHER PROGRAM SVC REV | 900099 | $7,595,537 | $7,595,537 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,352,847,882 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,413,621 | TotalRevenueColumnAmt |
| Exclusion | $24,413,621 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,162,572,274 | SecuritiesAmt |
| Other | $317,075 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,122,355,961 | SecuritiesAmt |
| Other | $1,056,529 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,216,313 | SecuritiesAmt |
| Other | -$739,454 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,476,859 | TotalRevenueColumnAmt |
| Exclusion | $39,476,859 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Cafe & Coffee Shops | 722514 | $5,992,116 | $0 | $0 | $5,992,116 |
| Purchasing Ptrshp Rev | 900099 | $3,138,971 | $3,205,908 | -$66,937 | $0 |
| Day Care Center | 624410 | $2,438,845 | $0 | $954,174 | $1,484,671 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,610,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,435,909 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $174,440 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,180,281 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,440,519,518 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,361,515,911 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,035,465 | UnrelatedBusinessRevenueAmt |
| Exclusion | $71,367,267 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,235,644 | TotalAmt |
| Program Services | $2,235,644 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,306,732 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,306,732 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,805 | TotalAmt |
| Program Services | $176,805 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,074,310 | TotalAmt |
| Program Services | $420,840,803 | ProgramServicesAmt |
| Management And General | $64,233,507 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,260,603 | TotalAmt |
| Program Services | $15,672,026 | ProgramServicesAmt |
| Management And General | $2,588,577 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,542,129 | TotalAmt |
| Program Services | $58,057,241 | ProgramServicesAmt |
| Management And General | $10,484,888 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,271,226 | TotalAmt |
| Program Services | $27,696,539 | ProgramServicesAmt |
| Management And General | $4,574,687 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,995,838 | TotalAmt |
| Program Services | $1,995,838 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,180,874 | TotalAmt |
| Program Services | $67,127 | ProgramServicesAmt |
| Management And General | $2,113,747 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,120 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $230,120 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,247 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $197,247 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,317,473 | TotalAmt |
| Program Services | $26,598,242 | ProgramServicesAmt |
| Management And General | $8,719,231 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,233,204 | TotalAmt |
| Program Services | $14,922 | ProgramServicesAmt |
| Management And General | $7,218,282 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,788,205 | TotalAmt |
| Program Services | $42,934,778 | ProgramServicesAmt |
| Management And General | $11,853,427 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,853,022 | TotalAmt |
| Program Services | $9,848 | ProgramServicesAmt |
| Management And General | $19,843,174 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,199,565 | TotalAmt |
| Program Services | $22,504,302 | ProgramServicesAmt |
| Management And General | $695,263 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,228,856 | TotalAmt |
| Program Services | $2,043,573 | ProgramServicesAmt |
| Management And General | $1,185,283 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,069 | TotalAmt |
| Program Services | $207,743 | ProgramServicesAmt |
| Management And General | $81,326 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,105,455 | TotalAmt |
| Program Services | $13,105,455 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,251,935 | TotalAmt |
| Program Services | $86,910,458 | ProgramServicesAmt |
| Management And General | $341,477 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,552,431 | TotalAmt |
| Program Services | $397,088 | ProgramServicesAmt |
| Management And General | $16,155,343 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical Supplies | $291,518,380 | $290,198,839 | $1,319,541 | $0 |
| Purchased Svc Non-Medical | $29,293,804 | $27,246,579 | $2,047,225 | $0 |
| Provider Tax | $20,202,530 | $20,202,530 | $0 | $0 |
| Administrative | $10,828,931 | $8,586,444 | $2,242,487 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,942,814 | TotalAmt |
| Program Services | $2,019,877 | ProgramServicesAmt |
| Management And General | $4,922,937 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,236,077,202 | TotalAmt |
| Program Services | $1,069,722,701 | ProgramServicesAmt |
| Management And General | $166,354,501 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,772 | BOYAmt |
| EOY | $35,469 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,984,548 | BOYAmt |
| EOY | $169,211,787 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,081,503 | BOYAmt |
| EOY | $225,193,581 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,366,319 | BOYAmt |
| EOY | $26,198,593 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,742,583 | BOYAmt |
| EOY | $13,785,647 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,906,020,043 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,133,797,680 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,916,568 | BOYAmt |
| EOY | $772,222,363 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,723,635 | BOYAmt |
| EOY | $854,722,903 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,726,608 | BOYAmt |
| EOY | $17,358,491 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,721,574 | BOYAmt |
| EOY | $13,893,473 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,532,747 | BOYAmt |
| EOY | $193,936,727 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,367,833,857 | BOYAmt |
| EOY | $2,286,559,034 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,352,509 | BOYAmt |
| EOY | $144,645,652 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,146,028 | BOYAmt |
| EOY | $589,983,112 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,953,218 | BOYAmt |
| EOY | $137,434,156 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $837,451,755 | BOYAmt |
| EOY | $872,062,920 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,528,008,016 | BOYAmt |
| EOY | $1,412,077,904 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,374,086 | BOYAmt |
| EOY | $2,418,210 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,530,382,102 | BOYAmt |
| EOY | $1,414,496,114 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,367,833,857 | BOYAmt |
| EOY | $2,286,559,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $204,442,316 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $44,534,553 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$364,862,857 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $93,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $104,247 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $197,247 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II-B line 1g | Direct Contact Fees paid for lobbyist and related expenses. |
| Part II-B Line 1i | Other activities for lobbying purposes Lobbying portion of Ky. Hospital Assoc & American Hospital Assoc dues. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $762,097,721 | BeginningYearBalanceAmt |
| Contributions | $8,449,636 | ContributionsAmt |
| Investment Earnings Or Losses | $99,265,139 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,949,063 | OtherExpendituresAmt |
| Administrative Expenses | $2,722,321 | AdministrativeExpensesAmt |
| End Year Balance | $857,141,112 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $706,444,672 | BeginningYearBalanceAmt |
| Contributions | $9,233,782 | ContributionsAmt |
| Investment Earnings Or Losses | $72,369,664 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,559,813 | OtherExpendituresAmt |
| Administrative Expenses | $2,390,584 | AdministrativeExpensesAmt |
| End Year Balance | $762,097,721 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $648,747,137 | BeginningYearBalanceAmt |
| Contributions | $11,668,086 | ContributionsAmt |
| Investment Earnings Or Losses | $58,290,845 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,123,939 | OtherExpendituresAmt |
| Administrative Expenses | $2,137,407 | AdministrativeExpensesAmt |
| End Year Balance | $706,444,722 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $596,233,194 | BeginningYearBalanceAmt |
| Contributions | $3,759,866 | ContributionsAmt |
| Investment Earnings Or Losses | $69,420,829 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,794,907 | OtherExpendituresAmt |
| Administrative Expenses | $1,871,845 | AdministrativeExpensesAmt |
| End Year Balance | $648,747,137 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $556,012,808 | BeginningYearBalanceAmt |
| Contributions | $14,427,582 | ContributionsAmt |
| Investment Earnings Or Losses | $40,798,181 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,347,504 | OtherExpendituresAmt |
| Administrative Expenses | $1,657,873 | AdministrativeExpensesAmt |
| End Year Balance | $596,233,194 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99700 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.00300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,709,653 | OtherCostOrOtherBasisAmt |
| Book Value | $87,709,653 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $820,828,753 | OtherCostOrOtherBasisAmt |
| Depreciation | $480,290,056 | DepreciationAmt |
| Book Value | $340,538,697 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $865,046,181 | OtherCostOrOtherBasisAmt |
| Depreciation | $653,507,624 | DepreciationAmt |
| Book Value | $211,538,557 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $132,435,456 | OtherCostOrOtherBasisAmt |
| Book Value | $132,435,456 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $772,222,363 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other current assets | $7,671,606 |
| Due from affiliate | $85,372,234 |
| Trustee Funds-Malpractice | $68,488,716 |
| Trustee Funds-Workers Comp | $15,409,401 |
| Trustee Funds-Bond Indenture | $6,207,221 |
| Investments in Joint Ventures | $7,012,580 |
| Unamortized Issue Costs | $3,774,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $193,936,727 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Malpractice Liability | $88,478,859 |
| Workers Comp Liability | $18,306,000 |
| Post-Retirement/Misc | $24,984,240 |
| Third Party Payable | $5,665,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $137,434,156 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part V, Line 4 | FormAndLineReferenceDesc |
| Explanation | Intended use of endowment funds The endowment funds are used to support & enhance patient care at the hospitals, finance capital improvements, and provide educational & financial assistance to hospital employees. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 65140 | PersonsServedCnt |
| Total Community Benefit Expns | $64,033,885 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $8,577,875 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $55,456,010 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04490 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 112286 | PersonsServedCnt |
| Total Community Benefit Expns | $129,858,876 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $113,985,581 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,873,295 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01280 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 177426 | PersonsServedCnt |
| Total Community Benefit Expns | $193,892,761 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $122,563,456 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $71,329,305 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05770 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 35482 | PersonsServedCnt |
| Total Community Benefit Expns | $1,879,907 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $85,028 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,794,879 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00150 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $244,877 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $244,877 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 125230 | PersonsServedCnt |
| Total Community Benefit Expns | $41,283,376 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $31,263,369 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,020,007 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00810 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,679,921 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,679,921 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00140 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 160712 | PersonsServedCnt |
| Total Community Benefit Expns | $45,088,081 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $31,348,397 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $13,739,684 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01120 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 338138 | PersonsServedCnt |
| Total Community Benefit Expns | $238,980,842 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $153,911,853 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $85,068,989 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06890 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $496 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $496 | NetCommunityBenefitExpnsAmt |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 10 | PersonsServedCnt |
| Total Community Benefit Expns | $108 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $108 | NetCommunityBenefitExpnsAmt |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 15 | ActivitiesOrProgramsCnt |
| Persons Served | 230 | PersonsServedCnt |
| Total Community Benefit Expns | $6,738 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $6,738 | NetCommunityBenefitExpnsAmt |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 29 | ActivitiesOrProgramsCnt |
| Persons Served | 60 | PersonsServedCnt |
| Total Community Benefit Expns | $14,767 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $14,767 | NetCommunityBenefitExpnsAmt |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 48 | ActivitiesOrProgramsCnt |
| Persons Served | 300 | PersonsServedCnt |
| Total Community Benefit Expns | $22,109 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $22,109 | NetCommunityBenefitExpnsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $8,712,555 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $2,423,615 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $354,336,462 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $381,648,907 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$27,312,445 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 4 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (4 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Website AddressWebsiteAddressTxt | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|
| Baptist Health Louisville | |||||||||
| 1 | 4000 Kresge Way | Louisville | KY | 40207 | www.baptisteast.com | Yes (X) | Yes (X) | Yes (X) | 1 |
| Baptist Health Lexington | |||||||||
| 2 | 1740 Nicholasville Rd | Lexington | KY | 40503 | www.centralbap.com | Yes (X) | Yes (X) | Yes (X) | 1 |
| Baptist Health Paducah | |||||||||
| 3 | 2501 Kentucky Ave | Paducah | KY | 42003 | www.westernbaptist.com | Yes (X) | Yes (X) | Yes (X) | 1 |
| Baptist Health Corbin | |||||||||
| 4 | 1 Trillium Way | Corbin | KY | 40701 | www.baptistregional.com | Yes (X) | Yes (X) | Yes (X) | 1 |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 11 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | false | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | www.baptisthealthkentucky.com | OwnWebsiteURLTxt |
| Rpt Available Upon Request | Yes (X) | RptAvailableUponRequestInd |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Exec Implementation Strategy | Yes (X) | ExecImplementationStrategyInd |
| Prioritize Health Needs | Yes (X) | PrioritizeHealthNeedsInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| All Needs Addressed | false | AllNeedsAddressedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (true) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 200. | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (true) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 400. | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Asset Level | Yes (X) | AssetLevelInd |
| Medical Indigency | Yes (X) | MedicalIndigencyInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Uninsured Discount | Yes (X) | UninsuredDiscountInd |
| Medicaid Medicare | Yes (X) | MedicaidMedicareInd |
| State Regulation | Yes (X) | StateRegulationInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| Posted On Website | Yes (X) | PostedOnWebsiteInd |
| Attached To Invoice | Yes (X) | AttachedToInvoiceInd |
| Posted In Emergency Room | Yes (X) | PostedInEmergencyRoomInd |
| Posted In Admission Office | Yes (X) | PostedInAdmissionOfficeInd |
| Available On Request | Yes (X) | AvailableOnRequestInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Collection Activities | false | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Other Actions Taken | Yes (X) | OtherActionsTakenInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Average Negotiated Rates | Yes (X) | AverageNegotiatedRatesInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 3 | Baptist Health Louisville (BHLOU) Contacts were made with the Health Departments responsible for the counties in the service area. There are four health departments responsible for the counties BHLou serves: Louisville Metro Public Health & Wellness (Jefferson County); the Bullitt County Health Department; the Oldham County Public Health Department; and the North Central District Health Department, which serves both Shelby and Spencer Counties. Through these contacts, the public meetings that were held, and public surveys conducted in Jefferson and Oldham Counties, BHE solicited primary feedback on the health issues confronting its service area. |
| Schedule H, Part V, Section B, Line 3 | Baptist Health Lexington Community input was provided through: 1)The Matrix Group was retained to conduct a perception study within our community. This was completed in 2011. 2) Fayette County Health Department 3)From the larger community stakeholders group, an eight(8) member CHIP Advisory Council was formed. |
| Schedule H, Part V, Section B, Line 3 | Baptist Health Paducah Primary data was collected from a survey and a focus group. Primary data was collected through the survey of McCracken County residents, including the hospital employee base. Our committee hosted a community leader focus group Feb. 17, 2012, including 16 key informants representing broad interests of the community. |
| Schedule H, Part V, Section B, Line 3 | Baptist Health Corbin Primary data was obtained by Baptist Health Corbin through surveys targeting the community considered in the assessment. The survey data was obtained over a four month time period. Surveys were also conducted through the Whitley County Health Department and Laurel County Health Department/St. Joseph Hospital of London. Meetings were conducted with representatives from the local hospitals and health departments from Knox, Laurel and Whitley. |
| Schedule H, Part V, Section B, Line 7 | Baptist Health Lexington Baptist Health Lexington works collaboratively with other community resources to provide, support and serve as a referral source to address the additional identified health needs that fall below the significant prevalence level for our service area. It is not within the scope of Baptist Health Lexingtons services, expertise or resources to be able to address all of the risk factors that have been identified as influencers of our communitys health status. But it is through networking and partnerships with other community stakeholder organizations and agencies that these issues are being addressed. Impact issues such as unemployment and uninsured populations are being dealt with by economic development groups, Commerce Lexington, Kentucky Chamber of Commerce, Lexington Fayette Urban County Government, and county health departments. Safe neighborhoods/safe community issues are being examined by Lexington Fayette County Police Department, Department of Parks and Recreation, Safe Kids Coalition, and Kentucky Department of Transportation. |
| Schedule H, Part V, Section B, Line 7 | Baptist Health Paducah The use of illicit drugs or the abuse of prescription or over-the-counter medications for purposes other than those for which they are indicated or in a manner or in quantities other than directed is a growing problem in McCracken County. This particular issue presents a need that cannot be met by Baptist Health Paducah, but is better met by services already in the community including those at Four Rivers Behavioral Health. |
| Schedule H, Part V, Section B, Line 7 | Baptist Health Corbin Community needs were identified and prioritized for the primary counties that we serve including Whitley, Knox and Laurel. Baptist Health Corbin can address and impact several of these needs by implementing programs, education and preventative screenings. Baptist Health Corbin will not be able to address all of the identified needs (i.e. teen births) of our community and may have to partner with other sources that are positioned better to address the remaining needs of our community. |
| SCHEDULE H, PART V, SECTION B, LINE 18 | BILLING AND COLLECTIONS Prior to referring INDIVIDUALS to a collection agency, BHS processes all self-pay accounts through an external scoring application to determine additional eligibility for financial assistance. |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part I, Line 6a | COMMUNITY BENEFIT REPORT Each hospital within Baptist Healthcare System ("BHS") (61-0444707) prepares a community benefits report. In addition, a summary community benefits report is prepared on a consolidated basis for all entities within BHS. |
| Schedule H, Part I, Line 7g | No physician clinic costs are included in the costs of subsidized health services. |
| Schedule H, Part I, Line 7 | COSTING METHODOLOGY BHS utilizes a sophisticated cost accounting system that identifies the cost of delivering care at the individual procedure and item (supply) level for direct costs and a detailed step-down methodology to allocate overhead costs as accurately as possible. Costs are determined for each patient based upon the specific procedures performed and items used for each patient. Patients are also categorized by: 1.patient type (inpatient and outpatient), 2.payer plan (42 unique categories of payer plans. Charity, State-sponsored charity and the Uninsured are among the uniquely identified payer plans), and 3.clinical service (53 unique clinical services). The cost of care for uninsured patients who qualify for "full" charity care (under a State-sponsored or BHS sponsored charity program) is determined by calculating the cost of each uninsured charity patient (at the procedure and item level) and accumulating the cost of each patient. For insured patients who also qualify for partial charity under the BHS sponsored charity program, costs are allocated to each portion (insurance, partial charity, patient payments and bad debt) using the patient's payer plan cost-to-charge ratio (CCR). For example, this CCR is multiplied by the charges covered by insurance to determine the cost of insurance, multiplied by charges covered by partial charity to determine the cost of partial charity, multiplied by patient payments to determine the cost of paid services and multiplied by unpaid charges to determine the cost of bad debt. The cost of care for uninsured patients who do NOT qualify for charity care (full or partial bad debt accounts) are allocated to each portion (patient paid portion and unpaid portion) using the patient's uninsured payer plan CCR. For example, this CCR is multiplied by patient payments to determine the cost of paid services and multiplied by unpaid charges to determine the cost of bad debt. Much care is taken to ensure that costs used for community benefit reporting are directly related to exempt-purpose patient care (excluding physician-related costs) and that costs are reported accurately. For example, the cost of charity and Medicaid are removed from the calculation of the loss on subsidized services. |
| Schedule H, Part III, Line 4 | BAD DEBT EXPENSE FOOTNOTE A separate footnote for bad debt expense is not included in the audited financial statements. However, beginning in 2012 BHS reported the provision for uncollectible accounts related to patient service revenue as a deduction from patient service revenue. Costing methodology of bad debt is outlined in Schedule H, Part VI, line 1. The estimated amount of bad debt expense attributable to patients eligible under the organization's FAP was determined using a historical percent to total of net amounts written off as bad debt for those patients with a low propensity to pay or low income to total net amounts written off as bad debt. |
| Schedule H, Part III, Line 8 | MEDICARE COSTING METHODOLOGY Medicare revenues and allowable costs were taken from the "as filed" Medicare cost report. Much care is taken to ensure that all adjustments to remove non-allowable costs are taken. Due to the fact that Medicare rates are non-negotiable and are established by the government, all of the shortfall for Medicare should be included as a community benefit. |
| Schedule H, Part III, line 9b | COLLECTION PRACTICES Patients and guarantors who qualify for a "full" charity discount will not be billed once the charity determination is made. Patients and guarantors who qualify for a "partial" charity discount will be billed only for the non-discounted portion of their account. Guarantors who have an ability to pay for services will be billed based on the following guidelines. - Patients or guarantors may be asked to pay an estimated patient liability at point of service. - BHS facilities will accept and file claims for all insurances assigned to the organization with adequate proof of coverage. This assignment does not relieve the guarantor of responsibility for payment if the insurer fails to pay as prescribed by regulation, statute or patient-insurance contract. Deductibles, co-payments and non-covered services will be the responsibility of guarantors. - Statements will be sent to guarantors once patient liability is determined for insured or uninsured patients and necessary billing follow-up calls will be made by BHS Patient Financial Services and/or a designated external early out vendor over a period of time averaging from 90 to 120 days. All statements will contain information regarding the availability of financial assistance. If applicable, effort will be made to assist uninsured patients to secure coverage through any governmental or other assistance programs. - Patients requesting detailed charge information will be provided with an itemized bill. - BHS Patient Financial Services will provide all patients the same information concerning services and charges. - Patient accounts not resolved at the end of this cycle will be considered for placement with external collection agencies. Collection agencies will continue to pursue patient balances while maintaining compliance with the Fair Debt Collection Practices Act and the ACA International's Code of Ethics and Professional Responsibility. |
| Schedule H, Part VI, line 2 | NEEDS ASSESSMENT BHS conducts a tri-annual planning process that is driven by the strategic vision to be the health care leader in Kentucky. Key industry and community issues (such as prominent health conditions present within each community, underserved areas and underprovided clinical services) are considered and analyzed for their impact on BHS and the four hospitals. Frequently, outside experts reaffirm the assessment and assist in the development of plans to address the community need. A course of action, including key strategies and goals, are shared with and approved by the BHS Board and the Hospital's administrative Boards. |
| Schedule H, Part VI, line 3 | PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE Following is a list of various methods/processes used to inform/educate patients on the availability of financial assistance: - financial counselors advise and/or screen uninsured patients before or during hospital services, - a third party vendor advises and/or screens uninsured patients during hospital services, - financial counselors provide follow-up contact for patients missed during services, - the State-sponsored DSH form is provided to all ER uninsured patients, - telephone calls and in-person visits are handled by staff trained to discuss financial assistance, - information regarding financial assistance is included in patient statements. - The BHS sponsored charity care program policy is posted in key areas of each hospital. - The BHS sponsored charity care program policy is posted on the website of each hospital and the System. |
| Schedule H, Part VI, line 4 | COMMUNITY INFORMATION BHS is comprised of four regional hospitals. Each one serves a unique and separate geographic area within Kentucky. Baptist Health Louisville (BHLou) opened in 1975 and is located in St. Matthews, approximately five miles east of downtown Louisville area. BHLou is strategically located near Interstate 64, a main access to downtown, and Interstate 264, a main beltway around Louisville. The primary geographic service area for BHLou consists of Jefferson, Oldham and Bullitt Kentucky counties. BHLou serves as a general acute care facility, specializing in services such as cardiovascular services, cancer care and comprehensive rehabilitation services that are much needed in the area. In addition, BHLou operates one of the busiest emergency rooms in the State of Kentucky. Approximately 13.4% of the population of the local area surrounding the hospital is over 65 and the unemployment rate is 8.8%, as compared to the national average of 8.2%. Approximately 5% of the patients seeking care at BHELou are Medicaid and approximately 3% are uninsured. Baptist Health Corbin (BHCor) opened in 1986 in Corbin, Kentucky. It is located one-half mile off of Interstate 75, approximately three miles from downtown Corbin and near U.S. Highway 25, which is a main access to several of the surrounding communities. The primary geographic service area for BHCor consists of the counties of Knox, Laurel and Whitley in Kentucky. BHCor serves as a general acute care facility, specializing in services such as psychiatric, substance abuse, comprehensive rehabilitation and emergency care services. The psychiatric program at BHCor has grown over the past several years and BHCor has plans to continue its growth. Approximately 48% of the psychiatric program serves the Medicaid and uninsured populations. Overall, approximately 28% and 12% of the patients seeking care at BHCor are Medicaid and uninsured, respectively. Approximately 13.5% of the population of the local area surrounding the hospital is over 65 and the unemployment rate is 9.8%, as compared to the national average of 8.2%. Baptist Health Lexington (BHLex) opened in 1954 in Lexington, the second largest city in Kentucky. It is located approximately five miles from Interstate 75 and Interstate 64 which provide access for the immediate Lexington metro area patients as well as patients from other areas of central and eastern Kentucky which the hospital serves. The primary geographic service area for BHLex consists of the Kentucky counties of Bourbon, Clark, Fayette, Franklin, Jessamine, Madison, Scott and Woodford. In addition, BHLex serves as a regional referral center with approximately 38% of its discharges coming from Kentucky counties outside of the primary service area. As such, BHLex provides tertiary care services not offered by many hospitals in the surrounding areas including specialty cardiovascular, orthopedic and intensive care services. Approximately 15% and 4% of the patients seeking care at BHLex are Medicaid and uninsured, respectively. Approximately 10.8% of the population of the local area surrounding the hospital is over 65 and the unemployment rate is 6.7%, as compared to the national average of 8.2%. Baptist Health Paducah (BHPad) was opened in 1953 in Paducah, Kentucky, the largest city in BHPad's service area. The hospital is located approximately one and one-half miles from Interstate 24. BHPad is one of only two hospitals located in Paducah. The primary geographic service area for BHPad consists of Ballard, Carlisle, Graves, Livingston, Lyon, Marshall and McCracken Counties in Kentucky and Massac County in Illinois. BHPad draws nearly 83% of its discharges from the primary service area. BHPad serves as a general acute care facility, specializing in services such as cardiovascular services, cancer care and skilled nursing that are much needed in the area. Approximately 12% and 6% of the patients seeking care at BHPad are Medicaid and uninsured, respectively. Approximately 16.6% of the population of the local area surrounding the hospital is over 65 and the unemployment rate is 8.0%, as compared to the national average of 8.2%. |
| Schedule H, Part VI, line 5 | PROMOTION OF COMMUNITY HEALTH The BHS Board of Directors is comprised of local representatives who, along with the hospital's management and employees, understand that they are responsible to provide high quality health care services to the communities they serve. Operating healthcare facilities in today's environment requires a delicate balance between producing a sufficient margin to allow for adequate staffing and investment in new technologies, while also providing enough resources to absorb the cost of care for those patients who do not have the ability to pay for the services. In 2014, Baptist was able to re-invest over $109 million into the communities in new technology, construction, renovation and systems improvement.Clear BHS hospitals reach out to the community in many ways through: - Conducting health fairs for local schools, businesses and churches. - Participating in fund-raising and other events to help local agencies such as the American Heart Association, Metro United Way, American Cancer Society, Big Brothers and Big Sisters and the American Red Cross. - Donating hospital space for community group meetings. - Participating on community health assessment teams that are dedicated to identifying and addressing local health needs in each of the counties we serve. - Hosting educational programs, including our pre-natal classes, and Safe Sitter program. - Maintaining necessary, but unprofitable services that meet community needs. - Helping to recruit physicians to underserved areas. - Helping patients coordinate services with other healthcare providers. - Providing resources for support groups, such as cancer recovery groups. - Promoting and providing preventive care services. - Monitoring clinical outcomes in order to ensure quality care. - Committing resources to improving safety and processes of care. - Providing services conveniently accessible by patients. In addition, BHS employees volunteer thousands of hours in community services and leadership. BHS's support for community activities underscores its commitment to improving the lives of those served. Because BHS and its employees contribute so much of their time, talents and resources to serve others, communities served by BHS are better places to live and work. Quantification of many of the community benefits is detailed elsewhere in this schedule. However, what the quantifiable amount doesn't measure is the economic benefit derived by the community from BHS being one of the major employers in the area. The economic impact of the wages paid to BHS employees is significant considering the dollars they spend on food, housing, services, and other products. The Internal Revenue Service Revenue Ruling 69-545 provides that a hospital can demonstrate it has met the community benefit standard by having a full-time emergency room open to the public regardless of ability to pay for services received. BHS hospitals operate an Emergency Department that is open 24 hours a day, 365 days a year and treated over 166,659 emergency patients during fiscal year 2014. BHS and its emergency department posts policies stating that patients will be treated regardless of their ability to pay. Depending on the severity of a patient's condition, as a service to the patient BHS may verify insurance prior to rendering services in the emergency department. Under no circumstances is emergency care delayed by discussions regarding insurance coverage or ability to pay for services. In addition, BHS does not convey or intimate in any way to any emergency medical transportation service an unwillingness to treat any particular patient in need of medical attention. |
| Schedule H, Part VI, line 6 | AFFILIATED HEALTH CARE SYSTEM BHS is a nonprofit, tax-exempt organization that owns and operates four hospitals. Baptist Healthcare Affiliates, Inc. is a nonprofit, tax-exempt affiliate that owns and operates an additional hospital. Baptist Health Richmond, Inc. is a nonprofit, tax-exempt affiliate that owns and operates a hospital in Richmond, KY. Baptist Health Madisonville, Inc. is a nonprofit, tax-exempt affiliate that owns and operates a hospital in Madisonville, KY. Baptist Community Health Services, Inc. is a nonprofit, tax-exempt affiliate that owns and operates rehabilitation centers, urgent care centers, and occupational and physical therapy clinics within the regions surrounding the hospitals. Baptist Medical Associates, Inc., Baptist Physicians Lexington, Inc., Baptist Physicians Southeast, Inc. and Western Baptist Medical Ventures, Inc. are nonprofit, tax-exempt affiliates that own and operate physician practices. Baptist Healthcare Foundation, Inc., Baptist Hospital Foundation of Greater Louisville, Inc., Central Baptist Hospital Foundation, Inc., Lexington Cardiac Research Foundation, Inc., and Western Baptist Hospital Foundation, Inc. are nonprofit, tax-exempt affiliate corporations. Bluegrass Family Health, Inc. (BFH) is a nonprofit, taxable affiliate health maintenance organization. Baptist Ventures, Inc. is a for-profit, affiliate corporation. Baptist Physicians' Surgery Center is a for-profit limited liability corporation, of which Baptist Community Health Services, Inc. owns 55%. PET/CT Management, LLC is a for-profit limited liability corporation, of which Baptist Healthcare System, Inc. owns 83%. Corbin Long Term Acute Care, LLC is a limited liability corporation of which Baptist Community Health Services, Inc. is the sole member. Baptist Eastpoint Surgery Center, LLC is a limited liability company of which Baptist Community Health Services, Inc. owns 80%. Baptist Health Employer Solutions, Inc. (BHES), formed in 2010, is a non-profit corporation in which BHS is the sole member. BHES is a network of healthcare providers, hospitals and physicians. BHES's activities and purposes serve to support the charitable activities and operations of BHS. Purchase Health Quality Collaborative, LLC ("PHQC"), formed in 2011, is a non-profit limited liability company whose sole member is BHS. PHQC was formed to support a physician/hospital network established by PHP, working with BH Pad to engage in clinical integration activities. St. Matthews Surgery Center, LLC is a limited liability company formed in October 2011 of which Baptist Community Health Services, Inc. owns 51%. Mercy Regional Emergency Medical System, LLC ("MREMS"), formed in 1996, is a non-profit taxable corporation, which owns and operates an ambulance service in McCracken County, Kentucky in the service area of Western. BHS owns a 50% interest in MREMS and the remaining 50% interest is owned by Mercy Health System, Inc. d.b.a. Lourdes Hospital. All entities are located in the Commonwealth of Kentucky. All entities described in Schedule H, Part VI, line 6 contributed a combined community benefit amount as follows: Charity care at cost $55,456,000 Unreimbursed Medicaid 15,873,000 Community health improvement 1,795,000 Health professions education 245,000 Subsidized health services 10,020,000 Cash and in-kind contributions 1,680,000 ----------- Total community benefit $85,069,000 Community building activities 7,083,713 Other items that also contribute to the benefit of the community: Bad debt at cost $20,650,539 Unreimbursed Medicare $92,495,248 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (40 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BAPTIST HLTH FNDTN OF GREATER LOUISVILLE | |||||||
| 4000 Kresge Way | Louisville | KY | 40207 | 200292291 | 501(c)(3) | $455,304 | General support |
| REFUGE MINISTRIES INC | |||||||
| PO Box 25007 | Lexington | KY | 40524 | 371547506 | 501(c)(3) | $250,000 | General support |
| COALITION TO PROTECT AMERICAS HEALTHCARE | |||||||
| PO BOX 30211 | BETHESDA | MD | 208240211 | 522253225 | 501(c)(4) | $132,500 | General support |
| BAPTIST HEALTH FOUNDATION PADUCAH | |||||||
| 2501 Kentucky Ave | Paducah | KY | 42003 | 264057759 | 501(c)(3) | $109,118 | General support |
| HEALTHFIRST BLUEGRASS | |||||||
| 650 Newtown Pike | Lexington | KY | 40508 | 452710251 | 501(c)(3) | $104,167 | General support |
| PADUCAH JUNIOR COLLEGE | |||||||
| PO Box 7380 | Paducah | KY | 42002 | 616001156 | 501(c)(3) | $100,500 | General support |
| HOPE CENTER | |||||||
| PO Box 6 | Lexington | KY | 40588 | 611107296 | 501(c)(3) | $100,000 | General support |
| PROJECT FIT AMERICA | |||||||
| PO BOX 308 | BOYeS HOT SPRNGS | CA | 95416 | 363730823 | 501(c)(3) | $81,750 | General support |
| UNIVERSITY OF KENTUCKY | |||||||
| 900 S Limestone | Lexington | KY | 40536 | 616001218 | 501(c)(3) | $79,089 | Education |
| AMERICAN HEART ASSOCiation | |||||||
| 240 Whittington Pkwy | Louisville | KY | 40222 | 135613797 | 501(c)(3) | $65,000 | General support |
| AMERICAN CANCER SOCIETY | |||||||
| 1504 College Way | Lexington | KY | 40502 | 640329009 | 501(c)(3) | $49,850 | General support |
| GREATER PADUCAH ECONOMIC DVLPMNT CNCL | |||||||
| PO Box 1155 | Paducah | KY | 420021155 | 611181577 | 501(c)(6) | $37,500 | General support |
| SOS INTERNATIONAL INC | |||||||
| 1500 Arlington Ave | Louisville | KY | 40206 | 272624272 | 501(c)(3) | $34,920 | General support |
| MARCH OF DIMES | |||||||
| 196 W Lowry Lane | Lexington | KY | 40503 | 131846366 | 501(c)(3) | $34,500 | General support |
| PADUCAH SYMPHONY | |||||||
| 2101 Broadway | Paducah | KY | 42001 | 610965156 | 501(c)(3) | $32,000 | General support |
| FOUR RIVERS CENTER | |||||||
| 100 Kentucky Ave | Paducah | KY | 42001 | 611293428 | 501(c)(3) | $28,590 | General support |
| Kentucky Chamber of Commerce | |||||||
| 464 CHENAULT RD | FRANKFORT | KY | 406019620 | 610405718 | 501(c)(6) | $25,025 | General support |
| COMMERCE LEXINGTON | |||||||
| 330 E Main St Ste 100 | Lexington | KY | 40588 | 610258800 | 501(c)(3) | $25,000 | General support |
| MISSION LEXINGTON | |||||||
| 230 S MLK Blvd | Lexington | KY | 40508 | 202824933 | 501(c)(3) | $25,000 | General support |
| KENTUCKY NONPROFIT NETWORK | |||||||
| PO BOX 22511 | Lexington | KY | 40522 | 460963142 | 501(c)(3) | $25,000 | General support |
| LEXINGTON STRIDES AHEAD COMMERCE LEXINGTON INC | |||||||
| 330 E Main St Ste 205 | Lexington | KY | 40507 | 611322448 | 501(c)(6) | $25,000 | General support |
| ST NICHOLAS FAMILY CLINIC | |||||||
| 1733 Broadway | Paducah | KY | 42001 | 611260945 | 501(c)(3) | $24,500 | General support |
| GREATER LOUISVILLE INC | |||||||
| 614 W Main St 6000 | Louisville | KY | 40202 | 237084835 | 501(c)(3) | $20,000 | General support |
| KENTUCKY LIFT INC | |||||||
| 614 W Main St 6000 | Louisville | KY | 40202 | 464048816 | 501(c)(4) | $20,000 | General support |
| LEXINGTON CANCER FOUNDATION | |||||||
| 1504 College Way | Lexington | KY | 40502 | 562472701 | 501(c)(3) | $20,000 | General support |
| METRO UNITED WAY | |||||||
| 334 E Broadway | Louisville | KY | 40202 | 610444680 | 501(c)(3) | $17,000 | General support |
| FUND FOR THE ARTS | |||||||
| 623 W Main St | Louisville | KY | 40202 | 610479626 | 501(c)(3) | $16,000 | General support |
| WOMEN LEADING KENTUCKY | |||||||
| PO Box 961 | Lexington | KY | 40511 | 861120254 | 501(c)(3) | $15,000 | General support |
| ARTHRITIS FOUNDATION | |||||||
| 2908 Brownsboro Rd | Louisville | KY | 40206 | 581341679 | 501(c)(3) | $13,000 | General support |
| SUSAN KOMEN FOR THE CURE | |||||||
| 324 N Ashland Ave | Lexington | KY | 40502 | 751835298 | 501(c)(4) | $11,300 | General support |
| KENTUCKIANA HEALTH COLLABORATIVE | |||||||
| 1930 Bishop Ln 1023 | Louisville | KY | 40218 | 450700087 | 501(c)(3) | $10,000 | General support |
| LEXINGTON RESCUE MISSION | |||||||
| PO Box 1050 | Lexington | KY | 40503 | 611387338 | 501(c)(3) | $10,000 | General support |
| START THE HEART FOUNDATION | |||||||
| 7611 Wolfpen Ridge Ct | Prospect | KY | 40059 | 463998988 | 501(c)(3) | $10,000 | General support |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 301 E MAIN ST | Louisville | KY | 40202 | 135644916 | 501(c)(3) | $7,500 | General support |
| CITY OF MADISONVILLE | |||||||
| PO Box 705 | Madisonville | KY | 42431 | 131788491 | GOV'T | $7,500 | Community dvlpmnt |
| SOUTHERN KY CHAMBER OF COMMERCE | |||||||
| 101 North Depot St | Corbin | KY | 40701 | 270825308 | 501(c)(6) | $7,500 | General support |
| ALZHEIMER ASSOCIATION | |||||||
| 6100 Dutchmans Ln 401 | Louisville | KY | 40205 | 133039601 | 501(c)(3) | $7,000 | General support |
| AMERICAN DIABETES ASSOCiation | |||||||
| PO BOX 1638 | Merrifield | VA | 22116 | 131623888 | 501(c)(3) | $6,600 | General support |
| AMERICAN LUNG ASSOCiation | |||||||
| 1950 Arlingate Ln | Columbus | OH | 43228 | 314379531 | 501(c)(3) | $6,290 | General support |
| PADUACH AREA CHAMBER OF COMMERCE | |||||||
| PO Box 810 | Paducah | KY | 42002 | 610210420 | 501(c)(6) | $5,773 | General support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 31 | Total501c3OrgCnt |
| Total Other Org | 9 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Description of Organization's Procedures for Monitoring the Use of Grants Baptist Healthcare System provides only direct contributions and other general support; therefore, no monitoring of charitable contributions is performed. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Janet Norton | ||||||||||||||
| Secretary | $407,994 | $0 | $0 | $0 | $19,565 | $0 | $90,790 | $0 | $33,795 | $0 | $552,144 | $0 | $0 | $0 |
| Mary Lou Tipgos | ||||||||||||||
| Asst. Secretary (THRU 6/20/14) | $116,051 | $0 | $0 | $0 | $7,521 | $0 | $7,960 | $0 | $20,523 | $0 | $152,055 | $0 | $0 | $0 |
| DOUGLAS A MILLIGAN MD | ||||||||||||||
| PHYSICIAN | $531,103 | $0 | $0 | $0 | $0 | $0 | $16,003 | $0 | $25,750 | $0 | $572,856 | $0 | $0 | $0 |
| Kelley Clark MD | ||||||||||||||
| Physician | $500,684 | $0 | $0 | $0 | $0 | $0 | $14,887 | $0 | $17,607 | $0 | $533,178 | $0 | $0 | $0 |
| John R Barton MD | ||||||||||||||
| Physician | $532,763 | $0 | $0 | $0 | $0 | $0 | $18,043 | $0 | $32,882 | $0 | $583,688 | $0 | $0 | $0 |
| Tommy Smith | ||||||||||||||
| President & CEO (thru 3/25/13) | $859,287 | $0 | $0 | $0 | $188,294 | $0 | $5,560 | $0 | $29,779 | $0 | $1,082,920 | $0 | $103,049 | $0 |
| Stephen Hanson | ||||||||||||||
| President & CEO | $702,441 | $0 | $230,000 | $0 | $26,610 | $0 | $748 | $0 | $20,329 | $0 | $980,128 | $0 | $0 | $0 |
| William Sisson | ||||||||||||||
| Vice President | $592,853 | $0 | $0 | $0 | $70,616 | $0 | $224,458 | $0 | $35,970 | $0 | $923,897 | $0 | $52,043 | $0 |
| Larry Barton | ||||||||||||||
| Vice President (THRU 12/2013) | $462,123 | $0 | $0 | $0 | $70,182 | $0 | $18,043 | $0 | $29,935 | $0 | $580,283 | $0 | $33,617 | $0 |
| David Gray | ||||||||||||||
| Vice President | $528,522 | $0 | $0 | $0 | $13,828 | $0 | $106,489 | $0 | $36,689 | $0 | $685,528 | $0 | $0 | $0 |
| Susan Stout Tamme | ||||||||||||||
| Vice President (thru 12/2011) | $374,756 | $0 | $0 | $0 | $32,797 | $0 | $105,797 | $0 | $16,895 | $0 | $530,245 | $0 | $17,677 | $0 |
| John Henson | ||||||||||||||
| Vice President (thru 11/2011) | $0 | $0 | $0 | $0 | $328,526 | $0 | $0 | $0 | $14,150 | $0 | $342,676 | $0 | $0 | $0 |
| Carl Herde | ||||||||||||||
| Treasurer & CFO | $572,751 | $0 | $0 | $0 | $11,632 | $0 | $177,730 | $0 | $36,496 | $0 | $798,609 | $0 | $0 | $0 |
| Kenneth Anderson | ||||||||||||||
| Hospital VP & CMO | $418,605 | $0 | $0 | $0 | $10,556 | $0 | $14,983 | $0 | $33,367 | $0 | $477,511 | $0 | $0 | $0 |
| curtis high md | ||||||||||||||
| physician | $419,109 | $0 | $0 | $0 | $0 | $0 | $14,983 | $0 | $28,625 | $0 | $462,717 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule J, Part I, Line 4a | JOHN HENSON'S COMPENSATION REPORTED ON LINE 8, COLUMN (BIII) IS SEVERANCE PAY. HE IS NO LONGER AN OFFICER OF BHS. |
| Form 990, Schedule J, Part I, Line 4b | supplemental compensation information During calendar year 2013, FOUR officers of BHS received a payout from a Supplemental Executive Retirement Plan, a nonqualified deferred compensation plan. The Plan is offered to a select group of management as determined by the BHS Executive Benefits Committee. The amounts paid during 2013 were previously reported as compensation on the 990 and were included in W-2 wages in 2013, reported in Schedule J, Part II, column (F) and is a portion of the amount reported in column B (iii). The following individuals received a payout from a Supplemental Executive Retirement Plan, a nonqualified deferred compensation plan: - William Sisson - 52,043 - Susan Stout Tamme - 17,677 - LARRY BARTON - 33,617 - TOMMY SMITH - 103,049 In addition, THREE officers who participate in the Supplemental Executive Retirement Plan accrued amounts for 2014 which is a portion of the amount reported as deferred compensation in Schedule J, column C. Other retirement and deferred compensation reported in Schedule J, column C include amounts for the Retirement Accumulation Plan and Thrift Plan. The following individuals participated in and accrued amounts from the Supplemental Executive Retirement Plan: - William Sisson - 80,593 - Susan Stout Tamme - 85,714 - Carl Herde - 45,666 |
| Schedule J, Part II | SUSAN STOUT TAMME IS NO LONGER AN OFFICER OF BHS. SHE IS NOW IN A NEW ROLE, BUT SHE IS STILL EMPLOYED BY BHS. THE CURRENT YEAR COMPENSATION REPORTED ON SCHEDULE J, PART II IS FOR HER NEW ROLE. HER TENURE AS OFFICER ENDED IN DECEMBER 2011. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| KY Economic Development Finance Authority | ||||||||
| A | 610600439 | 49126kfm8 | 2009-02-19 | $502,227,848 | See Part VI | false | false | false |
| KY Economic Development Finance Authority | ||||||||
| B | 610600439 | 49126khr5 | 2011-12-14 | $136,101,238 | See Part VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $46,065,000 | $0 | $502,247,678 | $0 | $0 | $0 | $4,753,545 | $661,234 | $0 | $99,994,925 | $396,837,974 | $0 | 2010 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $136,715,614 | $0 | $13,542,795 | $0 | $1,458,951 | $0 | $0 | $115,505,030 | $1,617 | $6,207,221 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | 0.00100 | 0.00000 | 0.00100 | false | false | false | Yes (true) |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Line A | Description of Purpose Series 2009A and 2009B Revenue Bonds were issued to redeem the 1/99, 1/05 & 12/05 Bonds and for the costs of acquiring and constructing hospital facilities and equipment. |
| Schedule K, Part II, Line 3, Column A | The diference between Part I, Column (e) and Part II, Line 3 is due to investment earnings of $19,830. |
| Schedule K, Part I, Line B | Description of Purpose Series 2011 Fixed Rate Hospital Revenue Bonds were issued for the costs of certain hospital projects, including a portion of the costs of constructing and equipping a new medical structure connected to the existing hospital building at Baptist Health Lexington (fka Central Baptist Hospital). |
| Schedule K, Part II, Line 3, Column B | THE DIFERENCE BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 IS DUE TO INVESTMENT EARNINGS OF $614,376. |
| Schedule K, Part II, Col A, Line 7-8 | THE AMOUNTS ON THE 8038 REPRESENTED ESTIMATES OF THE ISSUANCE COSTS AND THE CREDIT ENHANCEMENT FEES AND THE AMOUNTS REPORTED HERE ARE ACTUAL AMOUNTS PAID FROM THE PROCEEDS. |
| Schedule K, Part II, Col B, Line 7-8 | THE AMOUNTS ON THE 8038 REPRESENTED ESTIMATES OF THE ISSUANCE COSTS AND THE CREDIT ENHANCEMENT FEES AND THE AMOUNTS REPORTED HERE ARE ACTUAL AMOUNTS PAID FROM THE PROCEEDS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Juanita Baker | |||
| Family member of director | $49,894 | Wages | false |
| Nicole Jackson-Gary | |||
| Family member of director | $44,023 | Wages | false |
| PETCT Management | |||
| Board member | $966,560 | Equipment services | false |
| St MatthewS Surgery Center | |||
| Board member | $43,596 | Management fees | false |
| Baptist Physicians Surgery Center | |||
| Board member | $1,042,417 | Lease agreement | false |
| Baptist Eastpoint Surgery Center | |||
| Board member | $867,292 | Mgmt fees & lease agreement | false |
| SUSAN D WHITE | |||
| Family member of director | $82,888 | WAGES | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | ALL TRANSACTIONS REPORTED ON PART IV ARE REPORTED AS ARMS-LENGTH FOR FAIR MARKET VALUE. (A) NAME OF PERSON: JUANITA BAKER (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: ROBERT BAKER, DIRECTOR OF BHS, HAS A FAMILY MEMBER EMPLOYED BY BHS. (A) NAME OF PERSON: NICOLE JACKSON-GARY (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FRANCES HAMILTON, DIRECTOR OF BHS, HAS A FAMILY MEMBER EMPLOYED BY BHS. (A) NAME OF PERSON: PET/CT MANAGEMENT (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: JANET NORTON AND DAVID GRAY, Former officer and current OFFICER OF BHS, ARE BOARD MEMBERS OF PET/CT MANAGEMENT, A FOR-PROFIT LIMITED LIABILITY CORPORATION. (A) NAME OF PERSON: ST. MATTHEWs SURGERY CENTER (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: DAVID GRAY, VICE PRESIDENT OF BHS, IS A BOARD MEMBER OF ST. MATTHEWS SURGERY CENTER. (A) NAME OF PERSON: BAPTIST PHYSICIANS SURGERY CENTER (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: WILLIAM SISSON, OFFICER OF BHS IS A BOARD MEMBER OF BAPTIST PHYSICIANS SURGERY CENTER, A FOR-PROFIT LIMITED LIABILITY CORPORATION. (A) NAME OF PERSON: BAPTIST EASTPOINT SURGERY CENTER, LLC (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SUE STOUT TAMME, former OFFICER OF BHS, IS A BOARD MEMBER OF BAPTIST EASTPOINT SURGERY CENTER, LLC. (A) NAME OF PERSON: SUSAN D. WHITE (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: VICTORIA B. BUSTER, DIRECTOR OF BHS, HAS A FAMILY MEMBER EMPLOYED BY BHS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Sect A, line 2 | Description of Relationships The Board of Directors is made up of executives from related organizations. The following individuals have a business relationship in that they serve on the Board of Directors of the organization and are officers and/or directors of a related organization: William Sisson, Carl Herde, Janet Norton, David Gray, Robert Baker, Lindsey Ingram Jr, Victoria Buster and Stephen Hanson. |
| Form 990, Part VI, Sect B, line 11b | DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 A copy of the 990 is provided to the board of directors prior to the filing of the return. Any questions or comments are addressed by explanation or a change to the form. |
| Form 990, Part VI, Sect B, line 12c | DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST Annually the secretary of BHS sends out a conflict of interest questionnaire to each of the directors and officers serving on the board of BHS. After completion, they are returned to the secretary and reviewed by the Board or the Governance Effectiveness Committee for any potential conflicts. A conflict of interest is any circumstance, relationship (financial or otherwise), activity or decision (made in the course of governance, management or professional responsibilities or otherwise) that adversely influences or appears to adversely influence the ability of a Covered Person to: 1) make objective decisions on behalf of BHS and/or 2) act in the best interests of BHS in a manner consistent with the tax-exempt purposes of BHS. The Board or Committee will determine by a majority vote of disinterested directors whether the disclosed Financial or Special Interest may result in a Conflict of Interest. |
| Form 990, Part VI, Sect B, line 15a & 15b | COMPENSATION DETERMINATION PROCESS Annually in September, the BHS Compensation Committee reviews the compensation, including base compensation and incentive compensation for the CEO and all officers and key employees of BHS except for the Secretary and Assistant Secretary. Compensation for these employees is reviewed and approved by the CEO of BHS. The BHS Compensation Committee is comprised of independent Board Members. The Committee retains a Compensation Consultant to advise the Committee and who provides data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated healthcare organizations. The Committee reviews this information in approving annual base and incentive compensation and other items of reportable compensation described on Schedule J of the IRS Form 990. The decisions of the Committee regarding compensation are contemporaneously documented in the minutes of the Committee. Annually, the Committee Chairperson and the Compensation Consultant provide a report on executive compensation to the full Board of Directors of BHS. |
| Form 990, Part VI, Sect C, line 19 | AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC In adherence to the Master Trust Indenture among BHS, Baptist Healthcare Affiliates, Inc. and U.S. Bank National Association, as Master Trustee, Dated as of February 1, 2009, BHS reports its financial results on a quarterly basis to the Master Trustee who in turn makes them available through Electronic Municipal Market Access. Additionally, the organization will provide any documents open to public inspection upon request. |
| Form 990, Part VII | HOURS WORKED FOR RELATED ORGANIZATION Officers for BHS provide services to BHS and its subsidiaries. Hours worked are not tracked on an entity by entity basis. Therefore, all officers' hours reported on Form 990, Part VII, Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors represent aggregate hours worked per week for all entities. |
| Form 990, Part XI, line 9 | Other Changes in Net Assets Distribution - BCHS 1,175,488 Distribution - PET/CT 248,215 Funding for strategic & capital needs (104,519,954) Post retirement change (4,965,627) Trsf from other assets (256,800,979) ---------------- TOTAL (364,862,857) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Purchase Health Quality Collaborative | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 Kentucky Avenue | AddressLine1 |
| City | Paducah | City |
| State | KY | State |
| ZIP Code | 42001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454290974 | EIN |
| Primary Activities | Phys Ntwrk | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Total Income | -$538,190 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHSI | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BAPTIST HEALTHCARE AFFILIATES INC | ||||||||||
| 2701 EASTPOINT PARKWAY | LOUISVILLE | KY | 40223 | 611226399 | HOSPITAL | KY | 501(c)(3) | line 3 | bhsi | Yes (true) |
| BAPTIST COMMUNITY HEALTH SERVICES INC | ||||||||||
| 2701 EASTPOINT PARKWAY | LOUISVILLE | KY | 40223 | 611141242 | MEDICAL svcs | KY | 501(c)(3) | line 11a | bhsi | Yes (true) |
| Baptist Medical Associates Inc | ||||||||||
| 2701 EASTPOINT PARKWAY | LOUISVILLE | KY | 40223 | 205497203 | PHYSICIAN svc | KY | 501(c)(3) | line 3 | bhsi | Yes (true) |
| BAPTIST PHYSICIANS LEXINGTON INC | ||||||||||
| 2701 EASTPOINT PARKWAY | LOUISVILLE | KY | 40223 | 205494939 | PHYSICIAN Svc | KY | 501(c)(3) | line 3 | bhsi | Yes (true) |
| BAPTIST PHYSICIANS SOUTHEAST INC | ||||||||||
| 2701 EASTPOINT PARKWAY | LOUISVILLE | KY | 40223 | 260766344 | PHYSICIAN Svc | KY | 501(c)(3) | line 3 | bhsi | Yes (true) |
| WESTERN BAPTIST MEDICAL VENTURES INC | ||||||||||
| 2701 EASTPOINT PARKWAY | LOUISVILLE | KY | 40223 | 611194899 | PHYSICIAN Svc | KY | 501(c)(3) | line 3 | bhsi | Yes (true) |
| BAPTIST HEALTHCARE FOUNDATION INC | ||||||||||
| 2701 EASTPOINT PARKWAY | LOUISVILLE | KY | 40223 | 311122867 | FUNDRAISING | KY | 501(c)(3) | line 11a | bhsi | Yes (true) |
| BAPTIST HOSP Fnd OF GRt LOUisville inc | ||||||||||
| 4000 KRESGE WAY | LOUISVILLE | KY | 40207 | 200292291 | FUNDRAISING | KY | 501(c)(3) | line 11a | bhsi | Yes (true) |
| BAPTIST HEALTH FOUNDATION LEXINGTON INC | ||||||||||
| 1740 NICHOLASVILLE ROAD | LEXINGTON | KY | 40503 | 611480774 | FUNDRAISING | KY | 501(c)(3) | line 11a | bhsi | Yes (true) |
| LEXINGTON CARDIAC RESEARCH Fnd Inc | ||||||||||
| 1740 NICHOLASVILLE ROAD | LEXINGTON | KY | 40503 | 204242792 | MEDICAL RSrch | KY | 501(c)(3) | line 11a | bhsi | Yes (true) |
| BAPTIST HEALTH FOUNDATION PADUCAH INC | ||||||||||
| 2501 KENTUCKY AVENUE | PADUCAH | KY | 42003 | 264057759 | FUNDRAISING | KY | 501(c)(3) | line 11a | bhsi | Yes (true) |
| MERCY REGIONAL EMERGENCY MEDICAL SYSTEMS | ||||||||||
| 126 LONE OAK ROAD | PADUCAH | KY | 42001 | 611310466 | AMBULANCE Svc | KY | 501(c)(3) | line 11a | bhsi | Yes (true) |
| BAPTIST HEALTH RICHMOND INC | ||||||||||
| 2701 EASTPOINT PARKWAY | LOUISVILLE | KY | 40223 | 610461940 | HOSPITAL | KY | 501(c)(3) | line 3 | bhsi | Yes (true) |
| BAPTIST HEALTH FOUNDATION RICHMOND INC | ||||||||||
| 2701 EASTPOINT PARKWAY | LOUISVILLE | KY | 40223 | 311506378 | FUNDRAISING | KY | 501(c)(3) | line 11a | bhsi | Yes (true) |
| PATTIE A CLAY HOSPITAL AUXILIARY | ||||||||||
| PO BOX 1600 | RICHMOND | KY | 40476 | 510172717 | SUPPORT HOSP | KY | 501(c)(3) | line 11a | bhsi | Yes (true) |
| BAPTIST HEALTH MADISONVILLE | ||||||||||
| 900 HOSPITAL DR | MADISONVILLE | KY | 42431 | 610654587 | HOSPITAL | KY | 501(c)(3) | line 3 | bhsi | Yes (true) |
| MEDICAL CENTER AMBULANCE SERVICES INC | ||||||||||
| 629 LAFOON STREET | MADISONVILLE | KY | 42431 | 610946210 | AMBULANCE SVC | KY | 501(C)(3) | LINE 9 | NA | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MUHLENBERG MEDICAL CENTER | ||||||||||
| 200 CLINIC DR | MADISONVILLE | KY | 42431 | 200108053 | RENTAL | KY | bmmsi | UNRELATED | ||
| BAPTIST EASTMILESTONE LLC | ||||||||||
| 750 CYPRESS STATION DR | LOUISVILLE | KY | 40207 | 611355065 | FITNESS CENTER | KY | bapt vntrs inc | EXCLUDED | ||
| BAPTIST PHYSICIANS' SRGRY CNTR LLC | ||||||||||
| 1720 NICHOLASVILLE Rd 101 | LEXINGTON | KY | 405031490 | 043665929 | AMBULATORY SRGRY | KY | bchs | RELATED | ||
| BAPTIST EASTPOINT SRGRY CNTR LLC | ||||||||||
| 2400 EASTPOINT PARKWAY | LOUISVILLE | KY | 40223 | 260834852 | AMBULATORY SRGRY | KY | bchs | RELATED | ||
| MEDICAL ASSOCS OF MIDDLETOWN LLC | ||||||||||
| 4000 KRESGE WAY | LOUISVILLE | KY | 40207 | 200399400 | MDCL OFFiCe BLDG | KY | bhsi | RELATED | false | false |
| PETCT MANAGEMENT LLC | ||||||||||
| 7807 SHELBYVILLE RD STE 201 | LOUISVILLE | KY | 40222 | 200154982 | MGMT AND EQPMNT | KY | bhsi | RELATED | false | false |
| ST MATtHEWS SURGERY CENTER LLC | ||||||||||
| 4130 DUTCHMANS LN STE 300 | LOUISVILLE | KY | 40207 | 453714318 | AMBULATORY SRGRY | KY | bchs | RELATED | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BAPTIST VENTURES INC | ||||||||||||
| 2701 EASTPOINT PARKWAY | LOUISVILLE | KY | 40223 | 611217018 | MANAGEMENT | KY | bhsi | C Corp | 1.00000 | Yes (true) | ||
| BLUEGRASS FAMILY HEALTH INC | ||||||||||||
| 651 PERIMETER PARK STE 300 | LEXINGTON | KY | 40223 | 611241101 | INSURANCE | KY | bhsi | C Corp | 1.00000 | Yes (true) | ||
| baptist health network inc | ||||||||||||
| 4000 KRESGE WAY | LOUISVILLE | KY | 402074604 | 272939694 | ACO | KY | bhsi | C Corp | 1.00000 | Yes (true) | ||
| MUTUAL CREDIT SERVICES INC | ||||||||||||
| PO BOX 149 | MADISONVILLE | KY | 42431 | 610660705 | COLLECTION AGNCY | KY | BHSI | C CORP | 1.00000 | Yes (true) | $4,414 | $801,497 |
| baptist medical management svcs | ||||||||||||
| 900 hospital drive | madisonville | KY | 42431 | 371519513 | hc mso | KY | bhsi | c corp | 1.00000 | Yes (true) | $122,698 | $611,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (43 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Baptist Health Foundation of Greater Louisvil | ||
| b | $455,304 | Cost |
| Baptist Health Foundation Paducah | ||
| b | $109,088 | Cost |
| Baptist Health Foundation of Greater Louisvil | ||
| c | $3,415,551 | cost |
| Baptist Health Foundation Paducah | ||
| c | $431,372 | cost |
| Baptist Healthcare Foundation Inc | ||
| c | $91,500 | cost |
| Baptist Ventures Inc | ||
| d | $104,692 | cost |
| Baptist Community Health Services Inc | ||
| j | $2,338,000 | cost |
| Baptist Medical Associates Inc | ||
| j | $2,389,196 | cost |
| Baptist Physicians Lexington Inc | ||
| j | $1,395,124 | cost |
| Baptist Healthcare Affiliates Inc | ||
| k | $370,314 | cost |
| Baptist Physicians Lexington Inc | ||
| k | $1,395,124 | cost |
| Baptist Community Health Services Inc | ||
| p | $52,054 | cost |
| Baptist Health Madisonville Inc | ||
| p | $170,357 | cost |
| Baptist Medical Associates Inc | ||
| p | $3,750,295 | cost |
| Baptist Physicians Lexington Inc | ||
| p | $4,157,751 | cost |
| Baptist Physicians Southeast Inc | ||
| p | $66,676 | cost |
| PETCT Management LLC | ||
| p | $966,560 | cost |
| Baptist Community Health Services Inc | ||
| q | $1,801,271 | cost |
| Baptist Health Madisonville Inc | ||
| q | $18,245,050 | cost |
| Baptist Health Richmond Inc | ||
| q | $5,762,385 | cost |
| Baptist Healthcare Affiliates Inc | ||
| q | $7,237,536 | cost |
| Baptist Medical Associates Inc | ||
| q | $4,619,844 | cost |
| Baptist Physicians Lexington Inc | ||
| q | $3,185,442 | cost |
| Baptist Physicians Southeast Inc | ||
| q | $670,855 | cost |
| Bluegrass Family Health Inc | ||
| q | $12,204,028 | cost |
| Western Baptist Medical Ventures | ||
| q | $1,090,074 | cost |
| Baptist Community Health Services Inc | ||
| r | $5,590,721 | cost |
| Baptist Health Foundation Lexington | ||
| r | $132,221 | cost |
| Baptist Healthcare Affiliates Inc | ||
| r | $382,082 | cost |
| Baptist Healthcare Foundation Inc | ||
| r | $139,126 | cost |
| Baptist Medical Associates Inc | ||
| r | $3,601,037 | cost |
| Baptist Physicians Lexington Inc | ||
| r | $5,930,124 | cost |
| Bluegrass Family Health Inc | ||
| r | $1,108,521 | cost |
| Purchase Health Quality Collaborative | ||
| r | $61,895 | cost |
| Baptist Community Health Services Inc | ||
| s | $2,240,884 | cost |
| Baptist Health Foundation of Greater Louisvil | ||
| s | $72,638 | |
| Baptist Health Richmond Inc | ||
| s | $9,760,505 | |
| Baptist Healthcare Affiliates Inc | ||
| s | $13,077,189 | |
| Baptist Physicians Lexington Inc | ||
| s | $206,503 | |
| Baptist Physicians Southeast Inc | ||
| s | $1,221,867 | |
| Lexington Cardiac Research Foundation Inc | ||
| s | $84,664 | |
| PETCT Management LLC | ||
| s | $252,940 | |
| Western Baptist Medical Ventures | ||
| s | $3,390,463 | |
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