UNIVERSITY MEDICAL CENTER INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY MEDICAL CENTER INC (EIN 61-1293786)
- Tax period
- 2013-01-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201431359349310113
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T21:24:48-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470617373 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC HEALTH INITIATIVES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 INVERNESS DRIVE WEST | AddressLine1 |
| City | ENGLEWOOD | City |
| State | CO | State |
| ZIP Code | 80112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2013-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611293786 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY MEDICAL CENTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 5025623621 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 S Fourth Street | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COLLEEN HOLTON | Name |
| Title | INTERIM CFO | Title |
| Date Signed | 2014-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Pamela Krohn | Name |
| PTIN | P01210500 | PTIN |
| Phone | 3032989100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF LOUISVILLE HOSPITAL | BusinessNameLine1 |
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES TAYLOR | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 S Fourth Street | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 269700261 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.KENTUCKYONEHEALTH.ORG/UNIVERSITYOFLOUISVILLEHOSPITAL | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE PATIENT CARE TO OUR COMMUNITY AND TO SERVE AS A MAJOR TEACHING HOSPITAL FOR EDUCATION AND TRAINING IN MEDICINE, DENTISTRY, NURSING, AND ALLIED HEALTH PROFESSIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 36355 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 34277 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 127952 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 447093224 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 254009898 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 705264 | InvestmentIncomePriorYear |
| Investment Income Current Year | 252710 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 23318585 | OtherRevenuePriorYear |
| Other Revenue Current Year | 15299618 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 471117073 | TotalRevenuePriorYear |
| Total Revenue Current Year | 269690178 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 262505 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 214094 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 179729145 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 106930107 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 283228851 | OtherExpensePriorYear |
| Other Expenses Current Year | 172253150 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 463220501 | TotalExpensesPriorYear |
| Total Expenses Current Year | 279397351 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7896572 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -9707173 | RevenuesLessExpensesCY |
| Total Assets BOY | 325142314 | TotalAssetsBOY |
| Total Assets EOY | 394584247 | TotalAssetsEOY |
| Total Liabilities BOY | 158837626 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 397975908 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 166304688 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -3391661 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE PATIENT CARE TO OUR COMMUNITY AND TO SERVE AS A MAJOR TEACHING HOSPITAL FOR EDUCATION AND TRAINING IN MEDICINE, DENTISTRY, NURSING, AND ALLIED HEALTH PROFESSIONS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 221723776 | Expense |
| Grants | 214094 | Grants |
| Revenue | 253979615 | Revenue |
| Description | UNIVERSITY MEDICAL CENTER OPERATES THE UNIVERSITY OF LOUISVILLE HOSPITAL, WHICH IS A TEACHING FACILITY HOSPITAL DESIGNATED AS A REGIONAL TRAUMA CENTER AND PROVIDES CARE TO THE MEDICALLY NEEDY REGARDLESS OF THEIR ABILITY TO PAY. | Description |
| Total Program Service Expense | 221723776 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tammy Howell | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5025403687 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 539 S Fourth Street | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| JOAN COLEMAN | |||||||
| DIRECTOR/Vice Chairman | 1.00 | 0 | X | X | 0 | 0 | 0 |
| ROBERT W ROUNSAVALL III | |||||||
| DIRECTOR/Chairman | 1.00 | 0 | X | X | 0 | 0 | 0 |
| CHARLIE JOHNSON | |||||||
| DIRECTOR | 1.00 | 0 | X | 0 | 0 | 0 | |
| DAVID L DUNN | |||||||
| DIRECTOR | 1.00 | 0 | X | 0 | 0 | 0 | |
| DEBRA M MURPHY | |||||||
| DIRECTOR | 1.00 | 0 | X | 0 | 0 | 0 | |
| DPT LAURENCE BENZ MBA OCS | |||||||
| DIRECTOR | 0 | 0 | X | 0 | 0 | 0 | |
| EDD MARCIA HERN CNSRN | |||||||
| DIRECTOR | 0 | 0 | X | 0 | 0 | 0 | |
| GERARD ANDERSON | |||||||
| DIRECTOR | 1.00 | 0 | X | 0 | 0 | 0 | |
| KELLY M MCMASTERS MD PHD | |||||||
| DIRECTOR | 1.00 | 0 | X | 0 | 0 | 0 | |
| LINDY B STREET | |||||||
| DIRECTOR | 1.00 | 0 | X | 0 | 0 | 0 | |
| MARTHA NEAL COOKE | |||||||
| DIRECTOR | 1.00 | 0 | X | 0 | 0 | 0 | |
| PHILLIP BOND | |||||||
| DIRECTOR | 1.00 | 0 | X | 0 | 0 | 0 | |
| ROBERT C HUGHES MD | |||||||
| DIRECTOR | 1.00 | 0 | X | 0 | 0 | 0 | |
| SANDY METTS SNOWDEN | |||||||
| DIRECTOR | 1.00 | 0 | X | 0 | 0 | 0 | |
| SHARMILA MAKHIJA MD | |||||||
| Director | 0 | 0 | X | 0 | 0 | 0 | |
| TONI GANZEL MD | |||||||
| DIRECTOR | 1.00 | 0 | X | 0 | 0 | 0 | |
| JAMES H TAYLOR | |||||||
| CEO | 40.00 | 0 | X | 0 | 0 | 0 | |
| KENNETH P MARSHALL | |||||||
| PRESIDENT | 40.00 | 0 | X | 0 | 0 | 0 | |
| NORMA RACINE | |||||||
| SECRETARY | 40.00 | 0 | X | 0 | 0 | 0 | |
| ROBERT P BARBIER | |||||||
| CFO | 40.00 | 0 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 6184 | GovernmentGrants |
| All Other Contributions | 121768 | AllOtherContributions |
| Total Contributions | 127952 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PATIENT SERVICES | 900099 | 268659715 | 268659715 | |
| JOINT OPERATING | 900099 | -15142484 | -15172767 | 30283 |
| INTERCOMPANY TRANSACTIONS | 900099 | 492667 | 492667 | |
| 0 | ||||
| 0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 254009898 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 167371 | TotalRevenueColumn |
| Exclusion | $167,371 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 82630 | TotalRevenueColumn |
| Exclusion | $82,630 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 222037 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 222037 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 222037 | TotalRevenueColumn |
| Exclusion | $222,037 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4211 | Securities |
| Other | 8581 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 10083 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4211 | Securities |
| Other | -1502 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2709 | TotalRevenueColumn |
| Exclusion | $2,709 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PHARMACY SERVICES | 446110 | 11588939 | $11,588,939 | |
| CAFETERIA | 722100 | 1266908 | $1,266,908 | |
| LABORATORY SERVICES | 621500 | 525641 | $519,569 | 6072 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1696093 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,696,093 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 15077581 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 269690178 | TotalRevenueColumn |
| Related Or Exempt Function Income | 253979615 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 36355 | UnrelatedBusinessRevenue |
| Exclusion | $15,546,256 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214094 | Total |
| Program Services | 214094 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85277274 | Total |
| Program Services | 74294029 | ProgramServices |
| Management And General | 10983245 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3103345 | Total |
| Program Services | 2703651 | ProgramServices |
| Management And General | 399694 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12131309 | Total |
| Program Services | 10568863 | ProgramServices |
| Management And General | 1562446 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6418179 | Total |
| Program Services | 5591553 | ProgramServices |
| Management And General | 826626 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516503 | Total |
| Management And General | 516503 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88410 | Total |
| Management And General | 88410 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51333792 | Total |
| Program Services | 26146238 | ProgramServices |
| Management And General | 25187554 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1475417 | Total |
| Program Services | 6240 | ProgramServices |
| Management And General | 1469177 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3873118 | Total |
| Program Services | 3518247 | ProgramServices |
| Management And General | 354871 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108209 | Total |
| Program Services | 74884 | ProgramServices |
| Management And General | 33325 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6873106 | Total |
| Program Services | 6638429 | ProgramServices |
| Management And General | 234677 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181670 | Total |
| Program Services | 114176 | ProgramServices |
| Management And General | 67494 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8473 | Total |
| Program Services | 7205 | ProgramServices |
| Management And General | 1268 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3543783 | Total |
| Program Services | 3543783 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12313592 | Total |
| Program Services | 12187203 | ProgramServices |
| Management And General | 126389 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4776111 | Total |
| Management And General | 4776111 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 53937523 | 53937523 | |
| BAD DEBTS | 7140661 | 7140661 | |
| REPAIRS AND MAINTENANCE | 6697772 | 6455204 | 242568 |
| PROVIDER TAXES | 2415859 | 2415859 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16969151 | Total |
| Program Services | 6165934 | ProgramServices |
| Management And General | 10803217 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279397351 | Total |
| Program Services | 221723776 | ProgramServices |
| Management And General | 57673575 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60652844 | BOY |
| EOY | 54122 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31927008 | BOY |
| EOY | 50704497 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77369641 | BOY |
| EOY | 74621614 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1333000 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9125462 | BOY |
| EOY | 9057134 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5920666 | BOY |
| EOY | 6907789 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 181097779 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7760079 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100540863 | BOY |
| EOY | 173337700 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31150010 | BOY |
| EOY | 18379189 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 53178126 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7122820 | BOY |
| EOY | 8344076 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325142314 | BOY |
| EOY | 394584247 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53828302 | BOY |
| EOY | 66868933 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27155882 | BOY |
| EOY | 8203830 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53105836 | BOY |
| EOY | 4668313 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3449093 | BOY |
| EOY | 67507756 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21298513 | BOY |
| EOY | 250727076 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158837626 | BOY |
| EOY | 397975908 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166304688 | BOY |
| EOY | -3391661 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166304688 | BOY |
| EOY | -3391661 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325142314 | BOY |
| EOY | 394584247 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -9707173 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -44949 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -159944227 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14767777 | BeginningOfYearBalance |
| Other Expenditures | 14767777 | OtherExpenditures |
| End Of Year Balance | 0 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14746097 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 21680 | InvestmentEarningsOrLosses |
| End Of Year Balance | 14767777 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14726997 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 19100 | InvestmentEarningsOrLosses |
| End Of Year Balance | 14746097 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14697044 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 29953 | InvestmentEarningsOrLosses |
| End Of Year Balance | 14726997 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14615749 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 81295 | InvestmentEarningsOrLosses |
| End Of Year Balance | 14697044 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 60410625 | OtherCostOrOtherBasis |
| Depreciation | 2485815 | Depreciation |
| Book Value | 57924810 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 118793941 | OtherCostOrOtherBasis |
| Depreciation | 5225723 | Depreciation |
| Book Value | 113568218 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1893213 | OtherCostOrOtherBasis |
| Depreciation | 48541 | Depreciation |
| Book Value | 1844672 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 173337700 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AFFILIATION AGREEMENT PAYABLE | $184,165,501 |
| INTERCOMPANY NOTES PAYABLE | $39,000,000 |
| INTERCOMPANY PAYABLES | $17,642,485 |
| SELF-INSURANCE RESERVES AND CLAIMS | $7,397,163 |
| ARBITRAGE FUNDS | $1,165,497 |
| PASSPORT GRANT REFUND | $1,064,000 |
| ENVIRONMENTAL REMEDIATION LIABILITY | $287,353 |
| UNCLAIMED PROPERTY | $5,077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 250727076 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR FUTURE CAPITAL. NO SPECIFIC PROJECT HAS BEEN DETERMINED AT THIS TIME. DURING THE FISCAL YEAR, UNIVERSITY MEDICAL CENTER (UMC) ENTERED INTO A PARTNERSHIP, STRUCTURED AS A JOINT VENTURE BETWEEN UMC, UNIVERSITY OF LOUISVILLE, AND KENTUCKYONE HEALTH, INC. AS PART OF THE AGREEMENT, UMC DISTRIBUTED THE REMAINING BALANCE IN THEIR ENDOWMENTS TO THE UNIVERSITY OF LOUISVILLE. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | UNIVERSITY MEDICAL CENTER'S FINANCIAL INFORMATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF KENTUCKYONE HEALTH INC., A RELATED ORGANIZATION. KENTUCKYONE HEALTH INC.'S FIN 48 (ASC 740) FOOTNOTE FOR THE YEAR ENDED JUNE 30, 2013 READS AS FOLLOWS: "MOST OF THE INCOME RECEIVED BY THE SYSTEM AND CERTAIN AFFILIATES IS EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE IRC. SOME OF ITS SUBSIDIARIES ARE TAXABLE ENTITIES, AND SOME OF THE INCOME RECEIVED BY OTHERWISE EXEMPT ENTITIES, ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE SYSTEM FILES FEDERAL INCOME TAX RETURNS AS WELL AS INCOME TAX RETURNS IN KENTUCKY AND INDIANA. ASC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740 ALSO PROVIDES GUIDANCE ON DESCRIPTION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. MANAGEMENT HAS DONE AN ANALYSIS AND DETERMINED THAT NO AMOUNT NEEDED TO BE RECORDED RELATED TO ASC 740 AT JUNE 30, 2013 AND 2012." |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent100 | X | Pcent100 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 42201222 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 22637124 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 19564098 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07190 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 0 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 42201222 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 22637124 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 19564098 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07190 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 4650000 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 4650000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01710 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 95567308 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 45062200 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 50505108 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.18550 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 54000 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 54000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 837000 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 837000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00310 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 0 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 101108308 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 45062200 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 56046108 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.20590 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 0 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 143309530 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 67699324 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 75610206 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.27780 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Leadership Development LeadershipDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Other Other
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 0 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $7,140,661 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 12190610 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 17154704 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -4964094 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF LOUISVILLE HOSPITAL | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 S JACKSON STREET | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.KENTUCKYONEHEALTH.ORG/UNIVERSITYOFLOUISVILLEHOSPITAL | WebsiteAddress |
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Teaching Hospital | X | TeachingHospital |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF LOUISVILLE HOSPITAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| CHNA Conducted | true | CHNAConducted |
| Community Definition | X | CommunityDefinition |
| Community Demographics | X | CommunityDemographics |
| Existing Resources | X | ExistingResources |
| How Data Obtained | X | HowDataObtained |
| Community Health Needs | X | CommunityHealthNeeds |
| Other Health Issues | X | OtherHealthIssues |
| Identifying Process | X | IdentifyingProcess |
| Consulting Process | X | ConsultingProcess |
| Needs Assessment Conducted | 12 | NeedsAssessmentConducted |
| Take Into Account | true | TakeIntoAccount |
| Other Facilities | true | OtherFacilities |
| CHNA Widely Available | true | CHNAWidelyAvailable |
| Own Website | X | OwnWebsite |
| On Request | X | OnRequest |
| Adopt Implement Strategy | X | AdoptImplementStrategy |
| Execute Implement Strategy | X | ExecuteImplementStrategy |
| Develop Community Plan | X | DevelopCommunityPlan |
| Participate Community Plan | X | ParticipateCommunityPlan |
| Include Operational Plans | X | IncludeOperationalPlans |
| Adopt Budget | X | AdoptBudget |
| Prioritize Health Needs | X | PrioritizeHealthNeeds |
| Prioritize Services | X | PrioritizeServices |
| All Needs Addressed | false | AllNeedsAddressed |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTax |
| Eligibility Criteria Explained | true | EligibilityCriteriaExplained |
| Uses FPG Free | true | UsesFPGFree |
| FPG Free Percent | 100 | FPGFreePercent |
| Uses FPG Discounted | true | UsesFPGDiscounted |
| FPG Discount Percent | 400 | FPGDiscountPercent |
| Explains Basis | true | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Medical Indigency | X | MedicalIndigency |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Medicaid Medicare | X | MedicaidMedicare |
| Explains Application Method | true | ExplainsApplicationMethod |
| Includes Publicity Measures | true | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Posted In Emergency Room | X | PostedInEmergencyRoom |
| Posted In Admission Office | X | PostedInAdmissionOffice |
| Provided On Admission | X | ProvidedOnAdmission |
| Available On Request | X | AvailableOnRequest |
| Actions On Nonpayment | true | ActionsOnNonpayment |
| Collection Activities | false | CollectionActivities |
| Nondiscrim Emergency Care Policy | true | NondiscrimEmergencyCarePolicy |
| Lowest Negotiated Rates | X | LowestNegotiatedRates |
| Amounts Generally Billed | false | AmountsGenerallyBilled |
| Gross Charges | false | GrossCharges |
Form990 Schedule H Part VI Form990ScheduleHPartVI (17 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Community benefit report prepared by related organization | Schedule H, Part I, Line 6a | UNIVERSITY MEDICAL CENTER DOES NOT PREPARE ITS OWN ANNUAL WRITTEN COMMUNITY BENEFIT REPORT. HOWEVER, ITS COMMUNITY BENEFIT REPORT IS CONTAINED IN THE REPORT OF A RELATED ORGANIZATION; KENTUCKYONE HEALTH, INC., EIN: 61-1029769. |
| Costing Methodology used to calculate financial assistance | Schedule H, Part I, Line 7 | AMOUNTS REPORTED ON SCHEDULE H, PART I, LINE 7 ARE DETERMINED BY MULTIPLYING REVENUE BY THE COST TO CHARGE RATIO CALULATED FROM WORKSHEET 2. |
| Bad Debt Expense excluded from financial assistance calculation | Schedule H, Part I, Line 7, column(f) | 7,140,661 |
| Bad debt expense - methodology used to estimate amount | Schedule H, Part III, Line 2 | COSTING METHODOLOGY FOR AMOUNTS REPORTED ON LINE 2 IS DETERMINED USING THE ORGANIZATION'S COST/CHARGE RATIO OF 18.57%. WHEN DISCOUNTS ARE EXTENDED TO SELF-PAY PATIENTS, THESE PATIENT ACCOUNT DISCOUNTS ARE RECORDED AS A REDUCTION IN REVENUE, NOT AS BAD DEBT EXPENSE. |
| Bad debt expense - methodology used to estimate amount as community benefit | Schedule H, Part III, Line 3 | UNIVERSITY MEDICAL CENTER DOES NOT BELIEVE THAT ANY PORTION OF BAD DEBT EXPENSE COULD REASONABLY BE ATTRIBUTED TO PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE SINCE AMOUNTS DUE FROM THOSE INDIVIDUALS' ACCOUNTS WILL BE RECLASSIFIED FROM BAD DEBT EXPENSE TO CHARITY CARE WITHIN 30 DAYS FOLLOWING THE DATE THAT THE PATIENT IS DETERMINED TO QUALIFY FOR CHARITY CARE. |
| Bad debt expense - financial statement footnote | Schedule H, Part III, Line 4 | UNIVERSITY MEDICAL CENTER, INC. DOES NOT ISSUE SEPARATE COMPANY AUDITED FINANCIAL STATEMENTS. HOWEVER, THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF KENTUCKYONE HEALTH INC. THE CONSOLIDATED FOOTNOTE READS AS FOLLOWS: "PATIENT RECEIVABLES AND NET PATIENT SERVICE REVENUE ARE DERIVED PRIMARILY FROM PATIENTS WHO RESIDE IN KENTUCKY AND SOUTHERN INDIANA. PATIENT RECEIVABLES CONSIST OF AMOUNTS DUE FROM INDIVIDUAL PATIENTS AND THIRD-PARTY PAYERS, INCLUDING FEDERAL AND STATE PROGRAMS AND COMMERCIAL INSURANCE COMPANIES FOR HEALTH CARE SERVICES RENDERED. MANAGEMENT MAINTAINS AN ALLOWANCE FOR DOUBTFUL ACCOUNTS TO RESERVE FOR ESTIMATED LOSSES BASED ON THE LENGTH OF TIME THE ACCOUNT HAS BEEN PAST DUE AND HISTORICAL COLLECTION EXPERIENCE. IN ACCORDANCE WITH ACCOUNTING STANDARDS UPDATE NO. 2011-07, PRESENTATION AND DISCLOSURE OF PATIENT SERVICE REVENUE, PROVISION FOR BAD DEBTS, AND ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR CERTAIN HEALTH ENTITIES, THE PROVISION FOR DOUBTFUL ACCOUNTS IS PRESENTED ON THE CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS AS A DEDUCTION FROM PATIENT SERVICES REVENUES (NET OF CONTRACTUAL ALLOWANCES AND DISCOUNTS) SINCE THE SYSTEM ACCEPTS AND TREATS ALL PATIENTS WITHOUT REGARD TO THE ABILITY TO PAY." |
| Community benefit & methodology for determining medicare costs | Schedule H, Part III, Line 8 | THE MEDICARE GOVERNMENT PROGRAM CONSISTS OF INDIVIDUALS ON FIXED INCOMES. SHORTFALLS ON SERVICES PROVIDED ARE COVERED BY GENERAL FUNDS OF THE ORGANIZATION. |
| Collection practices for patients eligible for financial assistance | Schedule H, Part III, Line 9b | PATIENTS WHO HAVE QUALIFIED FOR THE QCCT (QUALITY CHARITY CARE TRUST) UNDER THE TERM MEDICALLY NEEDY BASED ON THEIR INCOME, WILL BE ALLOWED RECONSIDERATION FOR FULL CHARITY. FULL CHARITY WILL BE GIVEN UPON VERIFICATION THAT THEY HAVE SINCE BECOME UNEMPLOYED OR THAT THEIR INCOME HAS BEEN PERMANENTLY REDUCED AND THEY NOW FALL BELOW THE FEDERALLY PUBLISHED POVERTY GUIDELINES. ALL OTHER ACCOUNTS WILL REMAIN AS ORIGINALLY PROCESSED. ACCOUNTS WRITTEN OFF TO THE QCCT WILL NOT BE REPORTED TO THE CREDIT BUREAU. ACCOUNTS RECEIVING WRITE-OFF AS PARTIAL INDIGENT/MEDICALLY NEEDY WILL BE REPORTED AT THE TIME OF THE BAD DEBT WRITE-OFF. |
| Community Served by Needs Assessment | Schedule H, Part V Section B, Line 3 | (1) UNIVERSITY OF LOUISVILLE HOSPITAL - ULH | JGBCC IS PART OF KENTUCKYONE HEALTH WHICH COLLABORATED WITH THE LOUISVILLE METRO DEPARTMENT OF PUBLIC HEALTH AND WELLNESS (LMDPHW), THE KENTUCKY HOSPITAL ASSOCIATION AND OTHER LOUISVILLE AREA HOSPITALS TO CONDUCT THE COMMUNITY HEALTH NEEDS ASSESSMENT. OTHER HOSPITAL SYSTEMS THAT PARTICIPATED INCLUDED: BAPTIST HOSPITAL EAST, NORTON HEALTHCARE AND JEWISH HOSPITAL. FOUR COMMUNITY FORUMS WERE HELD IN MARCH 2012 AT SITES IN EACH QUADRANT OF JEFFERSON COUNTY. MEMBERS OF THE GENERAL PUBLIC WERE ASKED TO COMPLETE A SURVEY ON THEIR PERCEPTIONS OF THE CITY'S HEALTH CARE NEEDS. THE DATA GAINED FROM THESE FORUMS WAS UTILIZED TO INFORM THE ENTIRE PROCESS. A FIFTH FORUM WAS CONDUCTED BY LMDPHW DIRECTOR DR. LAQUANDRA NESBITT ON MARCH 29, 2012 AT THE GREATER LOUISVILLE MEDICAL SOCIETY TAILORED TO GATHER INPUT FROM COMMUNITY LEADERS, PHYSICIANS AND OTHER HEALTH PROFESSIONALS. IT WAS ATTENDED BY 40 INDIVIDUALS REPRESENTING A WIDE ARRAY OF EXPERTISE INCLUDING BILL WAGNER, EXECUTIVE DIRECTOR OF THE FAMILY HEALTH CENTERS, INC., JAY DAVIDSON, EXECUTIVE DIRECTOR OF THE HEALING PLACE, AND LEADERS FROM AN ARRAY OF HEALTH AND HUMAN SERVICE AGENCIES THAT SERVE LOW-INCOME AND MINORITY POPULATIONS.; |
| Other Hospital Facilities included in Needs Assessment | Schedule H, Part V Section B, Line 4 | (1) UNIVERSITY OF LOUISVILLE HOSPITAL - UNIVERSITY MEDICAL CENTER CONDUCTED ITS CHNA WITH BAPTIST HOSPITAL EAST, NORTON HEALTHCARE AND JEWISH HOSPITAL.; |
| Needs not addressed in Needs Assessment | Schedule H, Part V Section B, Line 7 | (1) UNIVERSITY OF LOUISVILLE HOSPITAL - LOW BIRTH WEIGHT/PREMATURE BIRTH- UNIVERSITY OF LOUISVILLE HOSPITAL IS ADDRESSING RISKY LIFESTLYES WHICH CAN LEAD TO LOW BIRTHWEIGHT/PREMATURE BIRTHS. ULH WILL DEFER ADDITIONAL SERVICES FOR THIS NEED TO BE ADDRESSED THROUGH KOSAIR CHILDREN'S HOSPITAL, BAPTIST HEALTH AND NORTON HEALTHCARE. MENTAL OR EMOTIONAL HEALTH ADDICTION/SUBSTANCE ABUSE EXCESSIVE DRINKING - UNIVERSITY OF LOUISVILLE HOSPITAL CURRENTLY ADDRESSES MENTAL HEALTH AS WE CARE FOR THOSE PATIENTS WITH CHRONIC CONDITIONS. ULH WILL DEFER THE SERVICES FOR THIS NEED TO BE ADDRESSED WITHIN KENTUCKYONE HEALTH THROUGH OUR LADY OF PEACE. IN ADDITION, SEVEN COUNTIES SERVICES, THE AREA'S COMMUNITY MENTAL HEALTH SERVICE, ALSO HAS THE EXPERTISE AND RESOURCES TO FOCUS IN THESE AREAS.; |
| Needs assessment. | Schedule H, Part VI, Line 2 | THE ORGANIZATION UTILIZES NATIONAL AND STATE DATA SOURCES TO ASSESS THE NEEDS OF THE COMMUNITY AND STATE. THIS DATA ASSISTS THE ORGANIZATION IN UNDERSTANDING WHERE HEALTH CARE DISPARITIES EXIST FOR DEVELOPMENT OF PROGRAMS AND PARTNERSHIPS. THIS ANALYSIS IS PERFORMED ON A QUARTERLY BASIS FOR SPECIFIC PROGRAMS. |
| Patient education of eligibility for assistance. | Schedule H, Part VI, Line 3 | THE ORGANIZATION CONTRACTS WITH AN OUTSIDE FIRM TO REVIEW THE HOSPITAL'S PATIENT POPULATION TO DETERMINE THEIR POSSIBLE QUALIFICATIONS FOR INDIGENT CARE PROGRAM COVERAGE, INTERVIEW AND COMPLETE THE APPLICATION PROCESS FOR THE PATIENTS ELIGIBLE. FOR PATIENTS WHO QUALIFY FOR ASSISTANCE, APPLICATIONS ARE PREPARED AND SUBMITTED ON THEIR BEHALF. THE FIRM ALSO REQUESTS HEARING FOR DENIED APPLICATIONS OR CLAIMS. |
| Community information. | Schedule H, Part VI, Line 4 | THE UNIVERSITY OF LOUISVILLE HOSPITAL SERVES THE ENTIRE ADULT POPULATION OF THE COMMONWEALTH OF KENTUCKY, CONCENTRATING ON THE METRO LOUISVILLE, JEFFERSON COUNTY AREA, AS IT IS THE ONLY ADULT LEVEL I TRAUMA HOSPITAL IN THIS REGION OF THE STATE. |
| Promotion of community health | Schedule H, Part VI, Line 5 | UNIVERSITY MEDICAL CENTER, INC.'S BOARD OF DIRECTORS ARE COMPRISED OF THE COMMUNITY'S CITIZENS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA WHO ARE NEITHER EMPLOYEES NOR CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS THEREOF. UNIVERSITY OF LOUISVILLE HOSPITAL'S TRAUMA CENTER IS THE ONLY LEVEL I TRAUMA CENTER IN THE REGION AND ONE OF THE LARGEST TRAUMA FACILITIES IN THE COUNTRY. WITH 56,000 SQUARE FEET, 43 PATIENT BAYS, 14 TRAUMA/SURGICAL BEDS, 5 BURN UNIT BEDS AND 49 CRITICAL CARE BEDS, IT CAN ACCOMMODATE UP TO 86 PATIENTS SIMULTANEOUSLY. THE CENTER FEATURES A DEDICATED 24-HOUR OPERATING ROOM AND IS STAFFED 24 HOURS A DAY BY SPECIALIZED MULTI-DISCIPLINARY TRAUMA TEAMS. EDUCATION IS A KEY PART OF THE UNIVERSITY OF LOUISVILLE HOSPITAL'S MISSION. THE TRAUMA INSTITUTE AT THE HOSPITAL LEADS THE EDUCATIONAL COMPONENT OF THE HOSPITAL'S TRAUMA SERVICE. IN ADDITION TO TRAINING TOMORROW'S LEADING TRAUMA PHYSICIANS THROUGH ITS RESIDENCY PROGRAMS, THE TRAUMA INSTITUTE AND BURN UNIT STAFF FACILITATE BOTH COMMUNITY AND PROFESSIONAL EDUCATION PROGRAMS. EXAMPLES OF INJURY PREVENTION CLASSES: RISKY BUSINESS, A TEEN DRUNK-DRIVING PREVENTION PROGRAM, STRAIGHT TALK, A ONE DAY EDUCATIONAL PROGRAM FOR JUVENILE FIRE-SETTERS, BOATING AND WATER SAFETY, PREVENTION OF BOATING AND WATER ACCIDENTS AND IMMEDIATE CARE. ASTHE REGION'S LEADING ACADEMIC MEDICAL CENTER, UNIVERSITY OF LOUISVILLE HOSPITAL IS DEDICATED TO ADVANCING TREATMENTS AND PROVIDING RURAL ACCESS TO INNOVATIVE CARE. AMONGST THE MANY BENEFITS FROM THE ROBOTIC NETWORK IS A NEARLY INSTANTANEOUS MEDICAL CONSULTATION. U OF L PHYSICIANS WORK WITH PHYSICIANS AND NURSES IN OTHER KENTUCKY AND SOUTHERN INDIANA HOSPITALS TO DELIVER PROMPT DIAGNOSES AND APPROPRIATE TREATMENT PLANS. THE ULTIMATE GOAL IS FOR THE PATIENT TO REMAIN IN THEIR HOMETOWN HOSPITAL WITHOUT A TRANSFER UNLESS IT IS DEEMED NECESSARY. |
| Affiliated health care system | Schedule H, Part VI, Line 6 | UNIVERSITY MEDICAL CENTER, ALONG WITH ITS AFFILIATED OUTPATIENT FACILITIES ARE MANAGED BY CATHOLIC HEALTH INITIATIVES. CATHOLIC HEALTH INITIATIVES (CHI) IS A NATIONAL FAITH-BASED NONPROFIT HEALTH CARE ORGANIZATION WITH HEADQUARTERS IN ENGLEWOOD, COLORADO. CHI'S EXEMPT PURPOSE IS TO SERVE AS AN INTEGRAL PART OF ITS NATIONAL SYSTEM OF HOSPITALS AND OTHER CHARITABLE ENTITIES, WHICH ARE DESCRIBED AS MARKET-BASED ORGANIZATIONS, OR MBOS. AN MBO IS A DIRECT PROVIDER OF CARE OR SERVICES WITHIN A DEFINED MARKET AREA THAT MAY BE AN INTEGRATED HEALTH SYSTEM AND/OR A STAND-ALONE HOSPITAL OR OTHER FACILITY OR SERVICE PROVIDER. CHI SERVES AS THE PARENT CORPORATION OF ITS MBOS WHICH ARE COMPRISED OF 73 HOSPITALS; 40 LONG-TERM CARE, ASSISTED- AND RESIDENTIAL-LIVING FACILITIES; TWO COMMUNITY HEALTH-SERVICES ORGANIZATIONS; TWO ACCREDITED NURSING COLLEGES; AND HOME HEALTH AGENCIES. TOGETHER, THESE FACILITIES PROVIDED $762 MILLION IN CHARITY CARE AND COMMUNITY BENEFIT IN THE 2013 FISCAL YEAR, INCLUDING SERVICES FOR THE POOR, FREE CLINICS, EDUCATION AND RESEARCH. CHI PROVIDES STRATEGIC PLANNING AND MANAGEMENT SERVICES AS WELL AS CENTRALIZED "SHARED SERVICES" FOR THE MBOS. THE PROVISION OF CENTRALIZED MANAGEMENT AND SHARED SERVICES - INCLUDING AREAS SUCH AS ACCOUNTING, HUMAN RESOURCES, PAYROLL AND SUPPLY CHAIN -- PROVIDES ECONOMIES OF SCALE AND PURCHASING POWER TO THE MBOS. THE COST SAVINGS ACHIEVED THROUGH CHI'S CENTRALIZATION ENABLE MBOS TO DEDICATE ADDITIONAL RESOURCES TO HIGH-QUALITY HEALTH CARE AND COMMUNITY OUTREACH SERVICES TO THE MOST VULNERABLE MEMBERS OF OUR SOCIETY. UNIVERSITY MEDICAL CENTER OPERATES WITH ITS WHOLLY OWNED AFFILIATES AND COMMUNITY PARTNERS TO SERVE THE HEALTH CARE NEEDS OF THE [INSERT CITY, STATE] COMMUNITIES. |
| State filing of community benefit report | Schedule H, Part VI, Line 7 | KY |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOC | |||||||
| 3455 N HIGH ST | LOUISVILLE | KY | 40202 | 135613797 | 501C3 | 17500 | SPONSORSHIPS |
| BRAIN INJURY ALLIANCE OF KY | |||||||
| 7410 NEW LAGRANGE RD | LOUISVILLE | KY | 40222 | 611128496 | 501C3 | 30000 | COMMUNITY SUPPORT |
| FUND FOR THE ARTS | |||||||
| 623 W MAIN ST SUITE 200 | LOUISVILLE | KY | 40202 | 610479626 | 501C3 | 6515 | COMMUNITY SUPPORT |
| KY DERBY FESTIVAL INC | |||||||
| 1001 S THIRD ST | LOUISVILLE | KY | 40203 | 610713833 | 501C3 | 12500 | COMMUNITY SUPPORT |
| KY FAIR & EXPO CENTER | |||||||
| 937 PHILLIPS LN | LOUISVILLE | KY | 40209 | 650524748 | 501C3 | 12200 | COMMUNITY SUPPORT |
| LOUISVILLE URBAN LEAGUE | |||||||
| 1535 W BROADWAY | LOUISVILLE | KY | 40203 | 610444771 | 501C3 | 6800 | COMMUNITY SUPPORT |
| ST CATHERINE COLLEGE | |||||||
| 310 XAVIER CAMPUS | BARDSTOWN | KY | 40004 | 610956809 | 501C3 | 30000 | COMMUNITY SUPPORT |
| WINGS CLINIC- U OF L | |||||||
| 550 S JACKSON ST | LOUISVILLE | KY | 40202 | 610129626 | 501C3 | 33496 | COMMUNITY SUPPORT |
| KSISA | |||||||
| 3425 STONY SPRINGS CIRCLE 102 | LOUISVILLE | KY | 40220 | 611335267 | 501C3 | 6500 | COMMUNITY SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS ACTIVITIES THAT SUPPORT UNIVERSITY MEDICAL CENTER'S (UMC) MISSION, FUNDRAISING EVENTS WITH CLOSE RELATIONSHIP TO UMC CLINICAL PROGRAMS, REQUESTS THAT PROVIDE POSITIVE PUBLIC AWARENESS OF UMC, ACTIVITIES THAT ADDRESS AND PROMOTE HEALTH IMPROVEMENT INITIATIVE. UMC WILL NOT CONTRIBUTE TO: FOR-PROFIT ORGANIZATIONS, INDIVIDUALS, POLITICAL CAMPAIGNS/PARTIES, GROUPS THAT DISCRIMINATE ON THE BASIS OF AGE, RACE, SEX OR NATIONAL ORIGIN, ACTIVITIES THAT DO NOT ADVANCE UMC'S MISSION. UMC'S ANNUAL BUDGET WILL BE DETERMINED BY THE SENIOR VICE PRESIDENT AND COO AND MAINTAINED IN THE EXECUTIVE OFFICE'S BUDGET. ACCOUNTING WILL NOT PROCESS ANY PAYMENTS FOR CONTRIBUTIONS TO SPONSORSHIPS UNLESS THEY HAVE BEEN APPROVED BY THE SENIOR VICE PRESIDENT AND COO OR PRESIDENT AND CEO. REQUESTS WILL BE ENTERED, TRACKED AND RETAINED FOR PREPARING THE COMMUNITY BENEFIT REPORT. A DESIGNATED EMPLOYEE WILL INFORM REQUESTOR OF APPROVAL/DENIAL. CHECK REQUESTS WITH THE PRESIDENT AND CEO'S OR SENIOR VICE PRESIDENT AND COO'S APPROVAL WILL BE FORWARDED TO ACCOUNTING FOR PAYMENT. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISVILLEJEFFERSON COUNTY METRO GOVERNMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 320049006 | IssuerEIN |
| Date Issued | 2008-09-05 | DateIssued |
| Issue Price | 16000000 | IssuePrice |
| Description Of Purpose | SEE SCHEDULE K, PART VI | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 11972394 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 16118030 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 0 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 16118030 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | true | EngageBondCounselContracts |
| Any Research Agreements | false | AnyResearchAgreements |
| Engage Bond Counsel Research | false | EngageBondCounselResearch |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Prcntge Bond Financed Prop | 0 | PrcntgeBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | true | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | false | RebateNotDueYet |
| Exception To Rebate | false | ExceptionToRebate |
| No Rebate Due | false | NoRebateDue |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Term Of Hedge | 0.0 | TermOfHedge |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Term Of GIC | 0.0 | TermOfGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | true | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | true | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT 2008 | Identifier |
| Return Reference | SCHEDULE K, PART I, COLUMN (F) | ReturnReference |
| Explanation | PART I, LINE F: MASTER LEASE AND SUBLEASE AGREEMENT (UNIVERSITY MEDICAL CENTER, INC. D/B/A UNIVERSITY OF LOUISVILLE HOUSING PROJECT) ESSENTIAL USE OF MEDICAL EQUIPMENT WITH DEPRECIABLE LIFE OF 5 OR 7 YEARS, AS CONFIRMED BY THE AMERICAN HOSPITAL ASSOCIATION'S GUIDE FOR DEPRECIABLE LIFE, AND/OR OTHER ESSENTIAL USE MEDICAL EQUIPMENT APPROVED BY THE LESSOR. PART II, LINE 3: TOTAL PROCEEDS OF ISSUE: $16,118,030 INCLUDES INVESTMENT EARNINGS PART III, LINE 7: DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? UMC MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE UMC HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Significant changes to organizational documents | Form 990, Part VI, Section A, Line 4 | EFFECTIVE MARCH 1, 2013, KENTUCKYONE HEALTH, INC., UNIVERSITY MEDICAL CENTER AND THE UNIVERSITY OF LOUISVILLE ENTERED INTO A PARTNERSHIP, STRUCTURED AS A JOINT OPERATING AGREEMENT BETWEEN UNIVERSITY MEDICAL CENTER AND KENTUCKYONE HEALTH, INC, WHEREBY KENTUCKYONE HEALTH, INC. CONTROLS SUBSTANTIALLY ALL OF UMC'S OPERATIONS, WHICH CONSISTS OF THE UNIVERSITY OF LOUISVILLE HOSPITAL AND THE JAMES GRAHAM BROWN CANCER CENTER (ULH). |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | NO REVIEW WAS OR WILL BE CONDUCTED. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | IT IS THE POLICY OF THE HOSPITAL THAT AN INTERESTED PERSON WHO KNOWS THAT HE OR SHE HAS AN ACTUAL OR APPARENT CONFLICT OF INTEREST SHALL DISCLOSE IT PROMPTLY AND FULLY TO ALL NECESSARY PARTIES WHENEVER IT OCCURS. INTERESTED PERSONS ARE: A. VOTING MEMBERS OF THE HOSPITAL'S BOARD OF DIRECTORS AND VOTING MEMBERS OF COMMITTEES THAT EXERCISE BOARD-DELEGATED AUTHORITY. B. OFFICERS OF THE HOSPITAL ELECTED OR APPROVED BY THE BOARD OF DIRECTORS. C. A "CONTROLLED ENTITY" IN WHICH AT LEAST 35% OF THE CONTROL OR BENEFICIAL INTEREST IS HELD BY ANY ONE OR COMBINATION OF INDIVIDUALS DESCRIBED IN A AND B. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER KNOWN INTEREST IN A PROPOSED TRANSACTION TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE TRANSACTION OR ARRANGEMENT. WHEN A CONFLICT OF INTEREST IS DECLARED, THE CHAIRPERSON OF THE BOARD OR COMMITTEE SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE PROPOSED TRANSACTION. THE INTERESTED PERSON SHALL LEAVE THE MEETING AND THE VOTE ON ANY TRANSACTIONS INVOLVING THE CONFLICT OF INTEREST. THE MINUTES OF THE BOARD WILL CONTAIN THE NAMES OF THE PERSONS WHO DISCLOSE OR OTHERWISE WERE FOUND TO HAVE INTEREST IN CONNECTION WITH A CONFLICT OF INTEREST, THE NATURE OF THE INTEREST AND ANY ACTION TAKEN TO DETERMINE THE CONFLICT. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD THROUGH A YEARLY PROCESS. FOR ALL OTHER EXECUTIVE DIRECTORS, TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES, THE FOLLOWING PROCESS IS USED: 1) HUMAN RESOURCES (HR) HAS AN INDEPENDENT COMPANY DO A COMPARISON OF LIKE POSITIONS WITHIN THE COMMUNITY AND COME UP WITH A RANGE. THEY PREPARE A PROPOSAL THAT IS SUBMITTED TO HR FOR REVIEW. 2) A SALARY IS DETERMINED WITHIN THAT RANGE BASED ON YEARS OF SERVICE, EDUCATION AND OTHER FACTORS, SUCH AS ADDITIONAL RESPONSIBILITIES. HR PREPARES A PROPOSAL TO SUBMIT TO THE CEO. 3) THE PROPOSAL, CONTAINING THE POSITION, RANGE AND FINAL COMPENSATION IS TURNED OVER TO THE CEO FOR REVIEW. 4) AFTER REVIEW, THE CEO TAKES THE PROPOSAL INFORMATION AND PRESENTS IT TO THE FINANCE COMMITTEE. 5) THE FINANCE COMMITTEE DECIDES AND VOTES ON THE COMPENSATION. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD THROUGH A YEARLY PROCESS. FOR ALL OTHER EXECUTIVE DIRECTORS, TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES, THE FOLLOWING PROCESS IS USED: 1) HUMAN RESOURCES (HR) HAS AN INDEPENDENT COMPANY DO A COMPARISON OF LIKE POSITIONS WITHIN THE COMMUNITY AND COME UP WITH A RANGE. THEY PREPARE A PROPOSAL THAT IS SUBMITTED TO HR FOR REVIEW. 2) A SALARY IS DETERMINED WITHIN THAT RANGE BASED ON YEARS OF SERVICE, EDUCATION AND OTHER FACTORS, SUCH AS ADDITIONAL RESPONSIBILITIES. HR PREPARES A PROPOSAL TO SUBMIT TO THE CEO. 3) THE PROPOSAL, CONTAINING THE POSITION, RANGE AND FINAL COMPENSATION IS TURNED OVER TO THE CEO FOR REVIEW. 4) AFTER REVIEW, THE CEO TAKES THE PROPOSAL INFORMATION AND PRESENTS IT TO THE FINANCE COMMITTEE. 5) THE FINANCE COMMITTEE DECIDES AND VOTES ON THE COMPENSATION. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| Other Expenses | Form 990, Part IX, Line 11g | COLLECTION FEES - TOTAL EXPENSE: 4364362, PROGRAM SERVICE EXPENSE: 2222934, MANAGEMENT AND GENERAL EXPENSES: 2141428, FUNDRAISING EXPENSES: ; INSURANCE CONSULTING - TOTAL EXPENSE: 650105, PROGRAM SERVICE EXPENSE: 331123, MANAGEMENT AND GENERAL EXPENSES: 318982, FUNDRAISING EXPENSES: ; ADMINISTRATIVE CONSULTING - TOTAL EXPENSE: 766583, PROGRAM SERVICE EXPENSE: 390450, MANAGEMENT AND GENERAL EXPENSES: 376133, FUNDRAISING EXPENSES: ; CONTRACT LABOR - TOTAL EXPENSE: 6224226, PROGRAM SERVICE EXPENSE: 3170233, MANAGEMENT AND GENERAL EXPENSES: 3053993, FUNDRAISING EXPENSES: ; OTHER CONTRACT SERVICES - TOTAL EXPENSE: 39328516, PROGRAM SERVICE EXPENSE: 20031498, MANAGEMENT AND GENERAL EXPENSES: 19297018, FUNDRAISING EXPENSES: ; |
| Other changes in net assets or fund balances | Form 990 , Part XI, Line 9 | DISTRIBUTION OF ENDOWED ASSETS TO UNIVERSITY OF LOUISVILLE - -14767777; VALUATION FOR PURCHASE BY KENTUCKYONE HEALTH - -XXX-XX-XXXX; |
| Change of oversight process or selection process | Form 990, Part XII, Line 2c | EFFECTIVE MARCH 1, 2013, UNIVERSITY MEDICAL CENTER (UMC), KENTUCKYONE HEALTH, INC. AND THE UNIVERSITY OF LOUISVILLE ENTERED INTO A PARTNERSHIP, STRUCTURED AS A JOINT OPERATING AGREEMENT BETWEEN UMC AND KENTUCKYONE HEALTH, INC.,WHEREBY KENTUCKYONE HEALTH, INC. CONTROLS SUBSTANTIALLY ALL OF UMC'S OPERATIONS. AS SUCH, UMC IS NOW INCLUDED IN THE CONSOLIDATED AUDIT OF KENTUCKYONE HEALTH, INC. |
| COMP OF OFFFICERS, DIRECTORS, KEY EMP & HIGHEST PAID EMP AND CONTRACTORS | FORM 990, PART VII, PART IV LINE 23 & PART V LINES 1 & 2 | FORM 990, PART VII, PART IV LINE 23, & PART V LINES 1 & 2 UNIVERSITY MEDICAL CENTER, INC. IS FILING A SHORT PERIOD RETURN FOR THE PERIOD JANUARY 1, 2013 TO JUNE 30, 2013 DUE TO A JOINT OPERATING AGREEMENT, EFFECTIVE MARCH 1, 2013, BETWEEN UNIVERSITY MEDICAL CENTER AND KENTUCKYONE HEALTH, INC. KENTUCKYONE HEALTH, INC. CONTROLS SUBSTANTIALLY ALL OF UNIVERSITY MEDICAL CENTER'S OPERATIONS. FORM 990 INSTRUCTIONS INDICATE THAT COMPENSATION REPORTED ON PART VII SHOULD BE REPORTED FOR THE CALENDAR YEAR ENDING WITH OR WITHIN THE ORGANIZATION'S TAX YEAR. THERE IS NO CALANDAR YEAR COMPENSATION TO BE REPORED FOR THE SHORT PERIOD BEING REPORTED IN THIS RETURN. THEREFORE, ONLY OFFICERS AND DIRECTORS ARE REPORTED ON FORM 990, PART VII AND NO COMPENSATION IS REPORTED. PART V, QUESTIONS 1 AND 2 ARE MARKED 0 AS THERE ARE NO CALENDAR YEAR NUMBERS TO REPORT. COMPENSATION FOR SOME OFFICERS IS PAID BY AN AFFILIATED ORGANIZATION RESULTING IN $0 COMPENSATION BEING REPORTED ON PART IX, LINE 5. |
Comments