NORTON HEALTHCARE INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: NORTON HEALTHCARE INC (EIN 61-1028725)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-13
IRS object ID: 202403189349301315
Schema version: 2023v5.1
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-13T06:21:20+00:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	350921680	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CROWE LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	9600 Brownsboro Road Suite 400	AddressLine1Txt
City	Louisville	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	402413902	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	611028725	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Norton Healthcare Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NORT	BusinessNameControlTxt
Phone	5026298249	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Accounting 224 E Broadway 5th Fl	AddressLine1Txt
City	Louisville	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Adam Kempf	PersonNm
Person Title	CFO	PersonTitleTxt
Signature	2024-11-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Kim Scifres	PreparerPersonNm
PTIN	P01316095	PTIN
Phone	5023263996	PhoneNum
Preparation	2024-11-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RUSSELL F COX	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4967 US HIGHWAY 42 SUITE 100	AddressLine1Txt
City	Louisville	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40222	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,079,456,073	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.NORTONHEALTHCARE.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1983	FormationYr
Legal Domicile State	KY	LegalDomicileStateCd
Activity Or Mission	Norton Healthcare's purpose is to provide quality health care to all those we serve, in a manner that responds to the needs of our communities and honors our faith heritage.	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	5806	TotalEmployeeCnt
Total Volunteers	2	TotalVolunteersCnt
Total Gross UBI	$465,327	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$101,971	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,803,690	PYContributionsGrantsAmt
CY Contributions Grants	$11,642,911	CYContributionsGrantsAmt
PY Program Service Revenue	$506,680,681	PYProgramServiceRevenueAmt
CY Program Service Revenue	$545,625,743	CYProgramServiceRevenueAmt
PY Investment Income	$52,274,276	PYInvestmentIncomeAmt
CY Investment Income	$53,769,555	CYInvestmentIncomeAmt
PY Other Revenue	$7,456,554	PYOtherRevenueAmt
CY Other Revenue	-$3,936,117	CYOtherRevenueAmt
PY Total Revenue	$569,215,201	PYTotalRevenueAmt
CY Total Revenue	$607,102,092	CYTotalRevenueAmt
PY Grants And Similar Paid	$8,487,750	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,443,803	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$242,267,053	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$270,691,164	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$279,794,613	PYOtherExpensesAmt
CY Other Expenses	$306,984,619	CYOtherExpensesAmt
PY Total Expenses	$530,549,416	PYTotalExpensesAmt
CY Total Expenses	$580,119,586	CYTotalExpensesAmt
PY Revenues Less Expenses	$38,665,785	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$26,982,506	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,441,255,153	TotalAssetsBOYAmt
Total Assets EOY	$2,403,379,569	TotalAssetsEOYAmt
Total Liabilities BOY	$2,394,033,872	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,195,789,381	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$47,221,281	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$207,590,188	NetAssetsOrFundBalancesEOYAmt
Mission	Norton Healthcare's purpose is to provide quality health care to all those we serve, in a manner that responds to the needs of our communities and honors our faith heritage.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$492,679,994	ExpenseAmt
Grant	$2,443,803	GrantAmt
Revenue	$594,993,854	RevenueAmt
Desc	Norton Healthcare Inc. (NHC) is a not-for-profit corporation serving adult and pediatric patients from throughout Greater Louisville, Southern Indiana, the commonwealth of Kentucky and beyond. The not-for-profit hospital and health care system has five Louisville-based hospitals, three hospitals in Southern Indiana and one under construction in West Louisville that is scheduled to open in late 2024. NHC expanded services into Indiana starting with Norton King's Daughters' Health (NKHD) in 2022. NKDH is an 86-bed hospital in Madison, Indiana, that provides a variety of health services for patients in southeast Indiana and parts of northern Kentucky. In 2023, NHC further expanded into Indiana with two additional hospitals: Norton Clark Hospital (Clark) in Jeffersonville and Norton Scott Hospital (Scott) in Scottsburg. (CONTINUED on SCHEDULE O)	Desc
Total Program Service Expenses	$492,679,994	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	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	Yes (true)	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	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	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	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
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
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	1257	IRPDocumentCnt
IRP Document W2 G	4	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	5806	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
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	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
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Helena Schulz	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5026298263	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Accounting 224 E BROADWAY 5th Fl	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	402022025	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Russell F Cox
President & CEO/Trustee	30.0	20.0	Yes (X)	Yes (X)	$3,068,539	$0	$417,106
Barry Pennybaker
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Craig D Grant
Vice Chair	2.0	3.5	Yes (X)		$2,000	$0	$0
Donald H Robinson
Trustee	4.0	3.5	Yes (X)		$0	$0	$0
Edie Nixon
Chair	13.0	3.5	Yes (X)		$2,000	$0	$0
Erwin Roberts
Trustee (PARTIAL YEAR)	1.0	2.5	Yes (X)		$0	$0	$0
G Hunt Rounsavall Sr
Trustee	4.0	3.5	Yes (X)		$0	$0	$0
Gail Lyttle
Trustee (PARTIAL YEAR)	1.0	3.5	Yes (X)		$2,000	$0	$0
Gary L Stewart
Trustee	4.0	3.5	Yes (X)		$2,000	$0	$0
Gregory E Mayes
Trustee	3.0	3.5	Yes (X)		$2,000	$0	$0
James L Sublett MD
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Joe Craig
Trustee	1.0	4.5	Yes (X)		$0	$2,000	$0
Judge Denise Clayton
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Lee K Garlove
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Maria Hampton
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Maria L Bouvette
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Martha K Heyburn MD
Trustee (PARTIAL YEAR)	1.0	3.5	Yes (X)		$2,000	$0	$0
Rev William J Schultz
Trustee (PARTIAL YEAR)	1.0	2.5	Yes (X)		$0	$0	$0
Richard R Ivey
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Richard S Wolf MD
Chair Emeritus (partial year)	1.0	2.5	Yes (X)		$0	$0	$0
Rita Hudson Shourds EdD
Trustee (partial year)	1.0	2.5	Yes (X)		$0	$0	$0
Ronald Lehocky MD
Trustee	3.0	3.5	Yes (X)		$2,000	$0	$0
Sue Davis EdD RN
Trustee	3.0	3.5	Yes (X)		$2,000	$0	$0
Adam Kempf
Sr VP, CFO/Treasurer	30.0	20.0		Yes (X)	$1,141,705	$0	$223,063
Michael W Gough
Exec VP and COO	30.0	20.0		Yes (X)	$1,823,008	$0	$288,832
Robert B Azar
Sr VP Chief Legal Officer/Secretary	30.0	20.0		Yes (X)	$1,021,584	$0	$169,876
Charlotte Ipsan
Senior VP and Chief Hospital Officer	21.0	29.0			$0	$764,207	$153,109	Yes (X)
Douglas Winkelhake
Division President	50.0	0			$1,007,833	$0	$208,931	Yes (X)
Gladys Abarca-Lopez
Sr VP Chief HR Officer	50.0	0			$851,180	$0	$60,203	Yes (X)
James Frazier MD
VP Medical Affairs	50.0	0			$785,327	$0	$144,679	Yes (X)
Jim Meyers
Sys VP Revenue Cycle	50.0	0			$554,991	$0	$120,108	Yes (X)
John Hammond
Interim Vice President, Human Resources	40.0	0			$514,987	$0	$135,059	Yes (X)
Kathleen Exline
Sys VP Perf Excel & Care Continium	50.0	0			$516,403	$0	$93,934	Yes (X)
Kimberly Tharp-Barrie
Sr VP & CNO	50.0	0			$680,721	$0	$118,225	Yes (X)
Mark Kircher
Division VP Finance	50.0	0			$533,188	$0	$93,983	Yes (X)
Mary Lynn Meyer
Sr VP WCCP/ CDO	32.0	18.0			$700,811	$0	$125,097	Yes (X)
Scott Watkins
Sr VP Operations	50.0	1.0			$764,256	$0	$158,271	Yes (X)
Shelly Gast
Sys VP Mngd Care & Payor Strategy	50.0	0			$528,711	$0	$96,501	Yes (X)
Steve Ready
Sr VP & CIO	50.0	0			$892,423	$0	$184,876	Yes (X)
Steven Heilman MD
Sr VP & Chief Innovation Officer	50.0	0			$750,407	$0	$158,691	Yes (X)
Steven Hester MD
Div President Provider Ops & Sys CMO	50.0	0			$1,436,243	$0	$257,713	Yes (X)
Andrew McCarthy
Sys VP Facilities Management	50.0	0			$480,400	$0	$98,345		Yes (X)
Byron Lewis
Sys VP Health Policy	50.0	0			$476,410	$0	$97,198		Yes (X)
Jennifer Evans MD
Sys VP Women's & Pediatric Svc Line	50.0	0			$697,660	$0	$44,258		Yes (X)
Mark Moussette
Sys VP IT Operations and Development	50.0	0			$486,924	$0	$95,511		Yes (X)
Stephen Wyatt MD
Chief Research Executive	50.0	0			$571,954	$0	$30,173		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$20,315,665	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$766,207	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,573,742	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	999	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	Address Line2ContractorAddress/USAddress/AddressLine2Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Firstsource Solutions USA LLC
10400 Linn Station Rd	Suite 100	Louisville	KY	40223	Patient Financial Services	$7,515,821
Huron Consulting Services LLC
3005 Momentum Place		Chicago	IL	606895330	Consulting	$6,504,873
Vee Technologies Inc
P O Box 732709		Dallas	TX	753732709	Patient Financial Services	$2,807,751
Faircode Associates LLC
88 Madagascar Ct		Marco Island	FL	34145	Patient Financial Services	$2,580,641
CBTS LLC
1507 Solutions Center		Chicago	IL	606771005	Consulting	$2,177,597

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	132	CntrctRcvdGreaterThan100KCnt
Related Organizations	$11,642,911	RelatedOrganizationsAmt
Government Grants	$0	GovernmentGrantsAmt
Total Contributions	$11,642,911	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Management fees	900099	$422,624,692	$422,624,692
Net Patient Revenue	621999	$104,712,244	$104,712,244
Clinical Research Trials	541715	$18,144,454	$18,144,454
Education Programs	624190	$144,353	$144,353

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$545,625,743	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$33,208,027	TotalRevenueColumnAmt
Related Or Exempt Func Income	$32,934,671	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$273,356	UnrelatedBusinessRevenueAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,854,707	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,854,707	RelatedOrExemptFuncIncomeAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$491,060,802	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$472,353,981	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$18,706,821	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$18,706,821	TotalRevenueColumnAmt
Related Or Exempt Func Income	$18,706,821	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Miscellaneous Income	900099	$2,716,353	$2,524,382	$191,971
Employee Emergency Fund	900099	$633,428	$633,428
Credit Card Rebate	900099	$456,661	$456,661

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$7,742,559	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$7,742,559	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	-$3,936,117	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$607,102,092	TotalRevenueColumnAmt
Related Or Exempt Func Income	$594,993,854	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$465,327	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,341,415	TotalAmt
Program Services	$2,341,415	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$102,388	TotalAmt
Program Services	$102,388	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$20,986,225	TotalAmt
Program Services	$11,836,231	ProgramServicesAmt
Management And General	$9,149,994	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$802,748	TotalAmt
Program Services	$601,258	ProgramServicesAmt
Management And General	$201,490	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$202,662,742	TotalAmt
Program Services	$181,788,479	ProgramServicesAmt
Management And General	$20,874,263	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$9,604,899	TotalAmt
Program Services	$8,567,570	ProgramServicesAmt
Management And General	$1,037,329	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$20,322,548	TotalAmt
Program Services	$18,574,809	ProgramServicesAmt
Management And General	$1,747,739	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$16,312,002	TotalAmt
Program Services	$14,370,874	ProgramServicesAmt
Management And General	$1,941,128	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$6,311,115	TotalAmt
Program Services	$2,479,616	ProgramServicesAmt
Management And General	$3,831,499	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$786,000	TotalAmt
Program Services	$314,400	ProgramServicesAmt
Management And General	$471,600	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$180,000	TotalAmt
Program Services	$72,000	ProgramServicesAmt
Management And General	$108,000	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,685,599	TotalAmt
Program Services	$1,685,599	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$71,665,440	TotalAmt
Program Services	$55,386,934	ProgramServicesAmt
Management And General	$16,278,506	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,171,458	TotalAmt
Program Services	$6,177,387	ProgramServicesAmt
Management And General	$994,071	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,062,377	TotalAmt
Program Services	$9,060,086	ProgramServicesAmt
Management And General	$2,002,291	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,487,390	TotalAmt
Program Services	$1,162,284	ProgramServicesAmt
Management And General	$325,106	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$45,763,106	TotalAmt
Program Services	$45,763,106	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$17,561,692	TotalAmt
Program Services	$210,740	ProgramServicesAmt
Management And General	$17,350,952	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$11,379,236	TotalAmt
Program Services	$9,843,039	ProgramServicesAmt
Management And General	$1,536,197	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Pharmacy Drugs	$93,479,688	$93,386,208	$93,480
Equipment rental & repair	$83,246,231	$75,004,854	$8,241,377
Dues and Subscriptions	$2,027,528	$1,437,517	$590,011
Sponsorships	$648,801	$355,750	$293,051

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	-$47,471,042	TotalAmt
Program Services	-$47,842,550	ProgramServicesAmt
Management And General	$371,508	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$580,119,586	TotalAmt
Program Services	$492,679,994	ProgramServicesAmt
Management And General	$87,439,592	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$132,560,957	BOYAmt
EOY	$181,090,199	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$100,009,266	BOYAmt
EOY	$60,991,240	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,829,246	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$46,487,957	BOYAmt
EOY	$45,027,129	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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$4,923,682	BOYAmt
EOY	$5,423,861	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$69,509,243	BOYAmt
EOY	$76,587,219	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$373,066,080	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$264,183,098	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$93,752,647	BOYAmt
EOY	$108,882,982	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,332,611,103	BOYAmt
EOY	$1,218,987,918	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$596,866,651	BOYAmt
EOY	$623,750,070	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$21,775,973	BOYAmt
EOY	$21,775,973	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$37,928,428	BOYAmt
EOY	$60,862,978	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,441,255,153	BOYAmt
EOY	$2,403,379,569	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$304,837,558	BOYAmt
EOY	$268,537,578	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$8,607,475	BOYAmt
EOY	$8,391,701	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,461,327,511	BOYAmt
EOY	$1,584,870,046	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$619,261,328	BOYAmt
EOY	$333,990,056	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,394,033,872	BOYAmt
EOY	$2,195,789,381	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$35,067,342	BOYAmt
EOY	$198,579,847	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,153,939	BOYAmt
EOY	$9,010,341	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$47,221,281	BOYAmt
EOY	$207,590,188	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,441,255,153	BOYAmt
EOY	$2,403,379,569	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$26,982,506	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$113,935,228	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$19,451,173	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	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type2	Yes (X)	SupportingOrgType2Ind
Supported Organizations	6	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (6 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
NORTON HOSPITALS INC
610703799	3	Yes (true)	$0	$2,407,177,281
COMMUNITY MEDICAL ASSOCIATES INC
611276316	9	false	$0	$986,527,930
NORTON HEALTHCARE FOUNDATION INC
310914919	7	false	$0	$4,109,508
THE CHILDREN'S HOSPITAL FND INC
616027530	7	false	$0	$17,488,028
Norton Healthcare - Indiana Inc
850513259	3	false	$0	$18,983,357
Norton - King's Daughters' Health Inc
350895832	3	false	$0	$8,311,308

Field	Value	IRS element (for citing)
Supported Organizations Total	6	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt
Other Support Sum	$3,442,597,412	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	false	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	Yes (true)	OrganizationChangeSuprtOrgInd
Supported Org Class Designated	Yes (true)	SupportedOrgClassDesignatedInd
Support Non Supported Org	Yes (true)	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Field	Value	IRS element (for citing)
Majority Dir Trst Supported Org	false	MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule A, Part I, Line 12g(vi) Type of other support	Other support includes administration overhead and direct support of operations for all supported organizations.
Schedule A, Part IV, Section A, Line 1	Norton Hospitals, Inc. is named as a supported organization in the Articles of Incorporation of Norton Healthcare, Inc. and the other four supported organizations are identified by class or purpose. Specifically, the Articles of Incorporation of Norton Healthcare, Inc. provide that the organization will support (in addition to Norton Hospitals, Inc.) the operations and activities of other affiliated publicly supported organization that are operated to promote the general health of the community in conjunction with Norton Hospitals.
Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name	Norton Hospitals, Inc. is named as a supported organization in the Articles of Incorporation of Norton Healthcare, Inc., and the other five supported organizations are identified by class or purpose. Specifically, the Articles of Incorporation of Norton Healthcare, Inc. provide that the organization will support (in addition to Norton Hospitals, Inc.) the operations and activities of other affiliated publicly supported organizations that are operated to promote the general health of the community in conjunction with Norton Hospitals.
Schedule A, Part IV, Section A, Line 5a Added, Substituted, or Removed Sup. Org.	Norton Healthcare - Indiana (EIN: 85-0513259) was added as a supported organization. In 2023, Norton Healthcare - Indiana acquired 100% interest in The Regional Health Network of Kentucky and Southern Indiana, LLC which controls Norton Clark Hospital, LLC, Norton Clark Physician Practices, LLC, Norton Scott Hospital, LLC, and Norton Scott Physician Practices, LLC. In accordance with the filing organization's bylaws, Norton Healthcare, Inc, in furtherance of its exempt purpose, has the authority to add supported organizations.
Schedule A, Part IV, Section C, Line 1 Majority director detail	As a supporting organization, Norton Healthcare, Inc. is supervised or controlled in connection with the supported organizations, and therefore, is designated as a Type II supporting organization. Norton Healthcare, Inc. meets this classification because the management of Norton Healthcare, Inc. is vested in the same persons that control and manage the supported organizations. Specifically, the organizations share the same President/Chief Executive Officer, Chief Legal Officer, Executive Vice President/Chief Operating Officer, and Chief Financial Officer. This common control allows Norton Healthcare, Inc. and its four supported organizations to function collectively as a health system, with Norton Healthcare, Inc. providing management and administrative support to the supported organizations. The fact that the core leadership team of each of the supported organizations is also the core leadership team of Norton Healthcare, Inc. assures that Norton Healthcare, Inc. is responsive to the needs and demands of the supported organizations and that Norton Healthcare, Inc. constitutes an integral part of and maintains a significant involvement in the operations of the supported organizations.

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)
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	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$180,000	OtherActivitiesAmt
Total Lobbying Expenditures	$180,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule C, Part II-B, Line 1 Description of the activities reported on lines 1A through 1i	Part II-B, line 1(i) other lobbying activities: Payments made to the following entities for government affairs representation to focus on goals and priorities to advocate, educate and promote the interest of Norton Healthcare, Inc. and registered as appropriate with the legislative and/or executive branch ethics commission as agents/lobbyists: Rotunda Group LLC totaling $180,000.
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	Employees and contractors of Norton Healthcare, Inc. are engaged at the state level to lobby the Executive and Legislative branch of Kentucky and Indiana state government

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,125,807	OtherCostOrOtherBasisAmt
Book Value	$2,125,807	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$34,965,517	OtherCostOrOtherBasisAmt
Depreciation	$26,040,725	DepreciationAmt
Book Value	$8,924,792	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$286,046,523	OtherCostOrOtherBasisAmt
Depreciation	$237,926,035	DepreciationAmt
Book Value	$48,120,488	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$49,928,233	OtherCostOrOtherBasisAmt
Depreciation	$216,338	DepreciationAmt
Book Value	$49,711,895	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$108,882,982	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS MASTER TRUST UNITS	$382,368,665	F
REAL ESTATE MASTER TRUST UNITS	$117,835,374	F
Private Equity Master Trust	$123,546,031	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$623,750,070	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
PAYABLE TO AFFILIATES	$90,177,512
SELF INSURANCE TRUST	$90,770,693
OTHER LIABILITIES	$106,347,535
INTEREST RATE SWAP LIABILITY
OTHER INSURANCE	$3,309,023
Pension	$43,385,293
Deferred Income LT

Field	Value	IRS element (for citing)
Total Liability	$333,990,056	TotalLiabilityAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	0	0	Investments	$403,582,257
Europe (Including Iceland and Greenland)	0	0	Investments	$40,873,013

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$444,455,270	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$444,455,270	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	FormAndLineReferenceDesc
Explanation	CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (63 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
ONEWEST CORP
P O BOX 368	LOUISVILLE	KY	402010368	473080680	501(c)(3)	$10,000	Supports, connects, and uplifts neighborhood residents by involving them directly in the West End's commercial renaissance
CATHOLIC EDUC FOUNDATION INC
401 W MAIN ST STE 806	LOUISVILLE	KY	40202	611294640	501(c)(3)	$27,600	Primary purpose of supporting the growth and vitality of Catholic parishes and schools in the Archdiocese of Louisville, Kentucky
LOUISVILLE SPORTS COMMISSION
401 WEST MAIN ST STE 2200	LOUISVILLE	KY	40202	611365860	501(c)(3)	$20,000	Promoting healthy lifestyles
THE HEALING PLACE
1020 W MARKET ST	LOUISVILLE	KY	40202	611164775	501(c)(3)	$15,000	Supporting homeless shelter for men and women
LOUISVILLE BALLET
315 E MAIN STREET	LOUISVILLE	KY	40202	616033779	501(c)(3)	$15,000	Supporting the development and education and quality of life through the arts
LOUISVILLE DOWNTOWN PARTNERSHIP
315 GUTHRIE ST STE 300	LOUISVILLE	KY	40202	310992627	501(c)(3)	$15,000	Supporting Safety, cleanlier and safety programs for the Downtown Louisville area redevelopment and planning for downtown district
AMERICAN RED CROSS
510 E CHESTNUT	LOUISVILLE	KY	40202	530196605	501(c)(3)	$6,500	Support red cross efforts of emergency assistance, disaster relief and education
WHAS CRUSADE FOR CHILDREN
520 W CHESTNUT ST	LOUISVILLE	KY	402022235	237075524	501(c)(3)	$35,000	Corporate Gift from Combined Giving Campaign/ Supporting children with special needs
VOLUNTEERS OF AMERICA
570 S 4th ST 100	LOUISVILLE	KY	402022504	610480950	501(c)(3)	$12,000	Provide affordable housing and other assistance to low income families
LEADERSHIP LOUISVILLE FDTN INC
711 WEST MAIN ST UNIT AA	LOUISVILLE	KY	402022657	310958491	501(c)(3)	$56,550	Support for leadership development program
HABITAT FOR HUMANITY METRO LOUISVILLE
1620 BANK ST	LOUISVILLE	KY	40203	581735528	501(c)(3)	$50,000	Funding for a home build project
YOUTHBUILD LOUISVILLE
800 SOUTH PRESTON ST	LOUISVILLE	KY	40203	611374470	501(c)(3)	$10,000	Assists young people in meeting significant life goals, such as preparing for college and careers, by providing services in education, vocational training
JUNIOR ACHIEVEMENT
1401 W MUHAMMAD ALI BLVD	LOUISVILLE	KY	402031745	610476694	501(c)(3)	$10,000	General Support for healthcare careers to reduce deficit in the workforce
JUNIOR ACHIEVEMENT
1401 W MUHAMMAD ALI BLVD	LOUISVILLE	KY	402031745	610476694	501(c)(3)	$9,000	Support introduction of young people throughout our community to the realities and possibilities of the working world and personal finance
COLON CANCER PREVENTION PROJECT
PO BOX 4039	LOUISVILLE	KY	40204	201510713	501(c)(3)	$6,500	Our mission at the Project is to end preventable colon cancer death and suffering.
ASSUMPTION HIGH SCHOOL
2170 TYLER LN	LOUISVILLE	KY	40205	611133759	501(c)(3)	$22,500	Program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
NATIONAL MULTIPLE SCLEROSIS
1201 STORY AVE STE 200	LOUISVILLE	KY	40206	135661935	501(c)(3)	$10,000	Support education and resources related to multiple sclerosis
SUPPLIES OVER SEAS
1500 ARLINGTON AVE	LOUISVILLE	KY	40206	272624272	501(c)(3)	$6,700	Support of providing medical supplies to areas of need
HOME OF THE INNOCENTS INC
1100 EAST MARKET ST	LOUISVILLE	KY	402061874	610445834	501(c)(3)	$9,000	Helping your child gain independence and unlocking their true potential
TRINITY HIGH SCHOOL
4011 SHELBYVILLE RD	LOUISVILLE	KY	40207	311105966	501(c)(3)	$22,500	Program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
NEIGHBORHOOD HOUSE
201 N 25TH ST	LOUISVILLE	KY	40212	610445842	501(c)(3)	$9,000	Support children and families
LOUISVILLE METRO GOVERNMENT
1100 TREVILIAN WAY	LOUISVILLE	KY	40213	320049006	Government	$22,500	Supporting hike bike and paddle- promotion of healthy lifestyle
SHIVELY AREA MINISTRIES
4415 DIXIE HWY	LOUISVILLE	KY	40216	611134579	501(c)(3)	$7,500	Contribution for health/wellness programs, medical assistance for underserved population in Shively Area
SPINA BIFIDA ASSOCIATION OF KY
982 EASTERN PKWY BOX 18	LOUISVILLE	KY	40217	311081176	501(c)(3)	$10,000	Supporting education and resources for families affected by spina bifida
ST XAVIER HIGH SCHOOL
1609 POPLAR LEVEL RD	LOUISVILLE	KY	40217	610480949	501(c)(3)	$8,400	Program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
CYSTIC FIBROSIS FOUNDATION
1941 BISHOP LN STE 108	LOUISVILLE	KY	40218	131930701	501(c)(3)	$5,700	Cystic Fibrosis patient support
KENTUCKY PHYSICIANS HLTH FOUNDATION
9000 WESSEX PLACE STE 305	LOUISVILLE	KY	40222	611242062	501(c)(3)	$22,000	Support for physicians, physician's assistants, surgical technicians, genetic counselors and athletic trainers.
BRAIN INJURY ALLIANCE OF KY
7321 NEW LAGRANGE RD STE 100	LOUISVILLE	KY	40222	611128496	501(c)(3)	$10,000	Outreach, education and support for patients with brain injuries
GREATER LOUISVILLE MEDICAL SOCIETY
4949 BROWNSBORO RD PMB 289	LOUISVILLE	KY	402226424	610237560	501(c)(3)	$8,600	Supporting outreach and medical student scholarships
AMERICAN LUNG ASSOCIATION
10168 LINN STATION RD STE 100	LOUISVILLE	KY	402233894	131632524	501(c)(3)	$13,000	Improving lung health and preventing lung disease through education, advocacy and research
KIDS CANCER ALLIANCE INC
P O BOX 24337	LOUISVILLE	KY	40224	611256743	501(c)(3)	$10,000	Support pediatric cancer patients
TELUGU ASSOC OF KENTUCKIANA
18725 WEATHERFORD CIR	LOUISVILLE	KY	40245	030528530	501(c)(3)	$8,000	Support of Telugu people in the community
HILDEGARD HOUSE
PO BOX 5613	LOUISVILLE	KY	402550613	465555742	501(c)(3)	$20,000	Provide a home and compassionate care for individuals at the end of life who have no home or loved ones to care for them so that they may die with dignity
BAPTIST SEMINARY OF KENTUCKY
PO BOX 23079	LEXINGTON	KY	40523	611312812	501(c)(3)	$5,400	Empowering leadership for ministry
LEADERSHIP KENTUCKY FOUNDATION
464 CHENAULT RD	FRANKFORT	KY	406019260	311096215	501(c)(3)	$6,100	General donation to sustain LKY programs
HABITAT FOR HUMANITY CLARK & FLOYD
P O BOX 1814	NEW ALBANY	IN	47150	351817055	501(c)(3)	$50,000	Funding for a home build project
CHRISTIAN ACADEMY OF INDIANA
1000 ACADEMY DR	NEW ALBANY	IN	47150	061686237	501(c)(3)	$22,500	Program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
LEADERSHIP SOUTHERN INDIANA
8204 HWY 311	SELLERSBURG	IN	47172	351644080	501(c)(3)	$10,200	Support for leadership development program
LEUKEMIA AND LYMPHOMA SOCIETY
P O BOX 772373	DETROIT	MI	482772373	135644916	501(c)(3)	$10,000	Outreach, education and general support
NATIONAL KIDNEY FND OF KY
12468 LAGRANGE RD	LOUISVILLE	KY	40245	610673518	501(c)(3)	$7,800	Supporting the awareness, prevention and treatment of kidney disease	207
BIG BROTHERS BIG SISTERS OF KY
OF KENTUCKIANA	LOUISVILLE	KY	40218	616057856	501(c)(3)	$12,500	Support for all children to reach their potential through professional supported 1:1 relationships with volunteer mentors	1519 GARDINER LN SUITE B
COMMUNITY FOUNDATION OF LOUISVILLE
WATERFRONT PLAZA	LOUISVILLE	KY	40202	611100993	501(c)(3)	$20,000	General Program Support - reason: Matching contribution per employment agreement	325 W MAIN ST STE 1110
YMCA OF GREATER LOUISVILLE
ATTN Y WORK	LOUISVILLE	KY	40202	610444843	501(c)(3)	$16,000	Support for safe shelters, youth nutrition program, and youth refugee integration program	545 SOUTH SECOND ST
COMMUNITY MEDICAL ASSOCIATES INC
224 E BROADWAY	LOUISVILLE	KY	402022025	611276316	501(c)(3)	$30,865	Support of a nurse practitioner for the Bellarmine student health clinic and support local public schools for telemedicine services	5TH FLOOR
ALZHEIMERS ASSOCIATION
GREATER KY SOUTHERN IND CHAP	LOUISVILLE	KY	40205	133039601	501(c)(3)	$10,000	Note legal name: Alzheimer's Disease and Related Disorders Association, Inc.	6100 DUTCHMANS LN STE 401
FUND FOR THE ARTS
ATTN CHRISTEN BOONE	LOUISVILLE	KY	40202	610479626	501(c)(3)	$32,500	Supporting the development and education and quality of life through the arts	623 W MAIN ST
MERCY ACADEMY
ATHLETIC DIRECTOR	LOUISVILLE	KY	40228	611116388	501(c)(3)	$22,500	Program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.	ANGELA PASSAFIUME
JEFFERSON PUBLIC SCHOOL
P O BOX 34020	LOUISVILLE	KY	402324020	402324020	Jefferson Co	$540,000	Program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.	ATTN TREASURER JCPS
INDIANA UNIVERSITY SOUTHEAST
4201 GRANTLINE RD	NEW ALBANY	IN	47150	356001673	501(C)(3)	$10,000	For racial equityand economic justice initiatives intended to create generational wealth for the Black community	BURSAR OFFICE
KENTUCKY COUNTRY DAY SCHOOL
ATTN GENTRY EASLEY	LOUISVILLE	KY	40241	610731998	501(c)(3)	$22,500	Program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.	DIRECTOR OF DEVELOPMENT
MARCH OF DIMES FOUNDATION
DONATIONS PROCESSING CENTER	ATLANTA	GA	31126	131846366	501(c)(3)	$9,000	Outreach, education and support for families with premature babies	P O BOX 18819
AMERICAN CANCER SOCIETY
ATTN ELLEN SCHROEDER	INDIANAPOLIS	IN	46268	131788491	501(c)(3)	$25,000	Contribution for cancer prevention, outreach, patient services through Relay for Life	P O BOX 681405
AMERICAN HEART ASSOCIATION
AHA ECC DISTRIBUTION	DALLAS	TX	75284	135613797	501(c)(3)	$11,000	Support Heart Health awareness	P O BOX 841390
METRO UNITED WAY OF KENTUCKY
DEPT 52860	LOUISVILLE	KY	402950148	610444680	501(c)(3)	$45,000	Support the engagement of the community to give, advocate and volunteer	PO BOX 950148
METRO UNITED WAY OF KENTUCKY
DEPT 52860	LOUISVILLE	KY	402950148	610444680	501(c)(3)	$25,000	Support the engagement of the community to give, advocate and volunteer	PO BOX 950148
UNIVERSITY OF KENTUCKYPHARM
OFFICE OF DEVELOPMENT	LEXINGTON	KY	405065070	616001218	State of KY	$200,000	Support University Pharmacy college programs and support UK leadership program for annual graduate student scholarship	WILLIAM B STURGILL BUILDING
AA MALE WELLNESS AGENCY
2780 AIRPORT DRIVE SUITE 333	COLUMBUS	OH	43219	454831268	501(c)(3)	$10,000	Empowering men to understand through prevention one can live longer.
HOSPARUS
Attn Finance 6200 Dutchmans Ln	LOUISVILLE	KY	402053285	610921718	501(c)(3)	$16,500	Provide hospice and palliative care to individuals and families
FAMILY COMMUNITY CLINIC INC
1406 E WASHINGTON ST	LOUISVILLE	KY	40206	272994215	501(c)(3)	$25,000	Support the continuation of operations, as patients return in person and via telehealth for vital medical attention
LDG DEVELOPMENT FOUNDATION
1469 SOUTH 4TH STREET	LOUISVILLE	KY	40208	834099012	501(c)(3)	$150,000	Benefit the community by addressing chronic homelessness
THE WEST END SCHOOL
3628 VIRGINIA AVENUE	LOUISVILLE	KY	40211	043798875	501(c)(3)	$300,000	Benefit the community by supporting the education, health and welfare of students at the West End School
CHRISTIAN ACADEMY OF LOUISVILLE
700 SOUTH ENGLISH STATION RD	LOUISVILLE	KY	40245	610907309	501(c)(3)	$22,500	Program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
IVY TECH COMMUNITY COLLEGE OF INDIANA
50 WEST FALL CREEK PARKWAY NORTH DR	INDIANAPOLIS	IN	46208	351180631	Government	$150,000	Benefit the Madison, Indiana community by addressing nursing workforce needs

Field	Value	IRS element (for citing)
Total501c3 Org	63	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Employee Emergency Relief funds to employees in need of assistance due to extraordinary circumstances	GrantTypeTxt
Recipient	150	RecipientCnt
Cash Grant	$102,388	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	ALL GRANT APPLICANTS ARE REQUIRED TO SUBMIT A GRANT APPLICATION TO THE MANAGER OF STEWARDSHIP. THE GRANT IS REVIEWED AND APPROVED BY NORTON HEALTHCARE MANAGEMENT. ALL GRANT REQUESTS GREATER THAN $100,000 REQUIRE THE APPROVAL OF THE NORTON HEALTHCARE FOUNDATION, INC. BOARD OF DIRECTORS OR THE CHILDREN'S HOSPITAL FOUNDATION BOARD OF TRUSTEES. SELECTION CRITERIA INCLUDES APPROPRIATENESS OF THE REQUEST, LEVEL OF NEED AND WHETHER THE REQUEST IS IN ALIGNMENT WITH THE ORGANIZATION'S GOALS AND OBJECTIVES. UPON APPROVAL, THE GRANT IS ENTERED INTO THE GRANT DATABASE AND THE FINANCIAL SYSTEM. THE ORGANIZATION REQUIRES THAT A PROGRESS REPORT BE SUBMITTED MIDWAY THROUGH THE PROJECT, AND A FINAL REPORT IS REQUIRED AT THE END OF THE PROJECT FOR WHICH FUNDING IS RECEIVED. GRANT REPORT DEADLINES AND GUIDELINES THAT EXPLAIN WHAT TO INCLUDE IN REPORTS WILL BE SENT TO THE PROJECT DIRECTOR/GRANTEE UPON GRANT AWARD NOTIFICATION. GRANT REPORTS MUST INCLUDE AN ACCOUNTING OF FUNDS EXPENDED AND ENCUMBERED, INCLUDING SUPPORTING DOCUMENTATION. GRANT RECIPIENTS WHO FAIL TO SUBMIT REPORTS OR ACCOUNT FOR THE EXPENSE OF GRANT FUNDS WILL NOT BE ALLOWED TO APPLY FOR FUTURE FUNDING UNTIL THE REPORTING REQUIREMENTS ARE MET.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Discretionary Spending Acct	Yes (X)	DiscretionarySpendingAcctInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
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	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 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
Russell F Cox
President & CEO/Trustee	$1,548,059	$0	$816,092	$0	$704,388	$0	$378,897	$0	$38,209	$0	$3,485,645	$0	$117,699	$0
Robert B Azar
Sr VP Chief Legal Officer/Secretary	$630,680	$0	$266,833	$0	$124,071	$0	$150,278	$0	$19,598	$0	$1,191,460	$0	$0	$0
Michael W Gough
Exec VP and COO	$1,046,012	$0	$510,862	$0	$266,134	$0	$260,502	$0	$28,330	$0	$2,111,840	$0	$0	$0
Adam Kempf
Sr VP, CFO/Treasurer	$755,209	$0	$281,470	$0	$105,026	$0	$175,860	$0	$47,203	$0	$1,364,768	$0	$63,188	$0
Gladys Abarca-Lopez
Sr VP Chief HR Officer	-$35,827	$0	$207,466	$0	$679,541	$0	$35,952	$0	$24,251	$0	$911,383	$0	$61,132	$0
Kathleen Exline
Sys VP Perf Excel & Care Continium	$341,270	$0	$106,414	$0	$68,719	$0	$70,743	$0	$23,191	$0	$610,337	$0	$39,892	$0
James Frazier MD
VP Medical Affairs	$548,750	$0	$149,689	$0	$86,888	$0	$114,246	$0	$30,433	$0	$930,006	$0	$45,590	$0
Shelly Gast
Sys VP Mngd Care & Payor Strategy	$368,685	$0	$106,317	$0	$53,709	$0	$74,818	$0	$21,683	$0	$625,212	$0	$38,400	$0
Steven Heilman MD
Sr VP & Chief Innovation Officer	$459,036	$0	$198,095	$0	$93,276	$0	$110,709	$0	$47,982	$0	$909,098	$0	$50,618	$0
Steven Hester MD
Div President Provider Ops & Sys CMO	$927,324	$0	$359,656	$0	$149,263	$0	$224,574	$0	$33,139	$0	$1,693,956	$0	$101,268	$0
Charlotte Ipsan
Senior VP and Chief Hospital Officer	$0	$479,845	$0	$199,803	$0	$84,559	$0	$123,459	$0	$29,650	$0	$917,316	$0	$37,072
Mark Kircher
Division VP Finance	$321,918	$0	$85,891	$0	$125,379	$0	$72,460	$0	$21,523	$0	$627,171	$0	$30,528	$0
Mary Lynn Meyer
Sr VP WCCP/ CDO	$430,049	$0	$189,612	$0	$81,150	$0	$105,253	$0	$19,844	$0	$825,908	$0	$52,024	$0
Jim Meyers
Sys VP Revenue Cycle	$389,785	$0	$113,410	$0	$51,796	$0	$81,284	$0	$38,824	$0	$675,099	$0	$36,104	$0
Steve Ready
Sr VP & CIO	$540,746	$0	$243,006	$0	$108,671	$0	$139,297	$0	$45,579	$0	$1,077,299	$0	$63,972	$0
Kimberly Tharp-Barrie
Sr VP & CNO	$418,094	$0	$168,727	$0	$93,900	$0	$103,617	$0	$14,608	$0	$798,946	$0	$0	$0
Scott Watkins
Sr VP Operations	$467,995	$0	$200,053	$0	$96,208	$0	$125,791	$0	$32,480	$0	$922,527	$0	$52,800	$0
Douglas Winkelhake
Division President	$605,432	$0	$282,089	$0	$120,312	$0	$158,600	$0	$50,331	$0	$1,216,764	$0	$73,122	$0
John Hammond
Interim Vice President, Human Resources	$390,894	$0	$72,829	$0	$51,264	$0	$89,692	$0	$45,367	$0	$650,046	$0	$0	$0
Jennifer Evans MD
Sys VP Women's & Pediatric Svc Line	$3,080	$0	$113,804	$0	$580,776	$0	$24,482	$0	$19,776	$0	$741,918	$0	$111,779	$0
Byron Lewis
Sys VP Health Policy	$358,979	$0	$33,853	$0	$83,578	$0	$67,855	$0	$29,343	$0	$573,608	$0	$40,920	$0
Stephen Wyatt MD
Chief Research Executive	$430,465	$0	$94,956	$0	$46,533	$0	$27,813	$0	$2,360	$0	$602,127	$0	$0	$0
Andrew McCarthy
Sys VP Facilities Management	$333,431	$0	$97,500	$0	$49,469	$0	$68,004	$0	$30,341	$0	$578,745	$0	$33,052	$0
Mark Moussette
Sys VP IT Operations and Development	$316,817	$0	$124,239	$0	$45,868	$0	$67,269	$0	$28,242	$0	$582,435	$0	$30,417	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a Discretionary spending account	DISCRETIONARY SPENDING ACCOUNTS ARE TREATED AS TAXABLE COMPENSATION. THE ORGANIZATION PROVIDES A DISCRETIONARY SPENDING ACCOUNT FOR ELIGIBLE NORTON HEALTHCARE, Inc. EXECUTIVES, EFFECTIVE OCTOBER 1, 2007. NORTON HEALTHCARE PROVIDES BENEFITS TO ITS IDENTIFIED EXECUTIVE STAFF TO PROVIDE A TOTAL COMPENSATION PACKAGE THAT IS COMPETITIVE WITH THE MARKET AND WHICH CONFORMS TO THE PHILOSOPHY AND GUIDELINES SET OUT BY THE BOARD OF TRUSTEES, THROUGH THE EXECUTIVE COMPENSATION PHILOSOPHY AND PROGRAMS. THROUGH THE DISCRETIONARY SPENDING ACCOUNT POLICY, EXECUTIVES ARE FREE TO CHOOSE WHATEVER BENEFITS THEY FIND MOST USEFUL OR IMPORTANT TO THEM AND NORTON HEALTHCARE DOES NOT REIMBURSE FOR THE COST OF THOSE BENEFITS, AS THEY ARE PART OF THE DISCRETIONARY SPENDING ACCOUNT. THE INTERESTED PERSONS LISTED BELOW RECEIVED THE BENEFIT OF A DISCRETIONARY SPENDING ACCOUNT IN 2023: Russell F. Cox Michael G. Gough Robert B. Azar Adam Kempf Steve Hester Scott Watkins Steve Ready James Frazier Steve Heilman Shelly Gast Douglas Winklehake Jennifer Evans Kathleen Exline Mark Kircher Kimberly Tharp-Barrie Jim Meyers Byron Lewis Andrew McCarthy Mark Moussette Mary Lynn Meyer
Schedule J, Part I, Line 4a Severance or change-of-control payment	Severance payment was received during 2023 Key Employee, Gladys Abarca-Lopez in the amount of $509,746. Other compensation included in Schedule J Column B(iii) Severance payment was received during 2023 Highest Compensated Employee, Jennifer Evans in the amount of $394,330. Other compensation included in Schedule J Column B(iii)
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	THE FOLLOWING INTERESTED PERSONS PARTICIPATED IN OR RECEIVED PAYMENT FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS AS DESCRIBED IN IRC SECTION 457(F). THE INTERESTED PERSONS BELOW MAY HAVE PARTICIPATED IN ONE OR MORE OF THE FOLLOWING PLANS: THE EXECU-PLUS BENEFIT PLAN, DEFINED BENEFIT AND DEFINED CONTRIBUTION RESTORATION PLANS, AND THE PHYSICIAN DEFERRED PLAN. THE "PAY CREDIT" OUTLINED BELOW REPRESENTS A REASONABLE ESTIMATE OF THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLANS; AND THEREFORE, REPRESENTS THE ORGANIZATION'S CONTRIBUTION TO THE VALUE OF THE BENEFITS. NAME - PAY CREDIT Russell F. Cox - $345,765 Michael W. Gough - $228,527 Robert Azar - $127,409 Adam Kempf - $153,943 Steven Hester - $193,899 Scott Watkins - $92,427 Gladys Abarca-Lopez - $19,452 Douglas Winkelhake - $124,303 Charlotte Ipsan - $94,302 Steve Ready - $108,848 Kimberly Tharp-Barrie - $79,329 James Frazier - $93,987 Steven Heilman - $90,429 Shelly Gast - $54,452 Kathleen Exline - $50,149 Mark Kircher - $49,554 Jim Meyers - $59,096 Jennifer Evans - $12,714 Byron Lewis - $51,355 Stephen Wyatt - $11,313 Mary Lynn Meyer - $79,181 Andrew McCarthy - $48,204 Mark Moussette - $46,390 THE "PAYMENT RECEIVED" OUTLINED BELOW REPRESENTS CASH PAYMENTS THAT THE EMPLOYEE RECEIVED DURING 2023 AND CAN BE COMPRISED OF CURRENT AND OR PRIOR YEARS EMPLOYEE AND EMPLOYER CONTRIBUTIONS. NAME - PAYMENT RECEIVED Russell F. Cox - $283,857 Michael W. Gough - $114,222 Robert Azar - $68,880 Adam Kempf - $63,188 Steven Hester - $101,942 Scott Watkins - $52,800 Gladys Abarca-Lopez - $133,476 Douglas Winkelhake - $73,122 Charlotte Ipsan - $37,072 Steve Ready - $63,972 Kimberly Tharp-Barrie - $46,728 James Frazier - $45,590 Steven Heilman - $50,618 Shelly Gast - $39,016 Kathleen Exline - $40,531 Mark Kircher - $72,207 Jim Meyers - $36,683 Jennifer Evans - $160,859 Byron Lewis - $41,576 Mary Lynn Meyer - $52,858 Andrew McCarthy - $33,582 Mark Moussette - $30,417 Stephen Wyatt - $10,963
Schedule J, Part I, Line 7 Non-fixed payments	In 2023, Norton Healthcare, Inc. (NHC) had in place a Variable Compensation Plan for Executives, eligibility under which extended to employees holding a full-time position as Senior Officer, Officer, System Director or other designated Director level position. Under the plan, a variable compensation pool amount is approved by the Board of Trustees. Each participant's performance is evaluated relative to the goals and objectives documented as part of the participant's plan; and an award is determined for the participant, based on achievement of the goals and objectives, subject to the funding of the variable compensation pool. At the end of each year, the Committee on Executive Compensation and Benefits determines an appropriate award for the NHC's President & Chief Executive Officer, and the President & Chief Executive Officer recommends appropriate awards for other senior executives to the Committee on Executive Compensation and Benefits for its review and approval.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
LOUISVILLEJEFFERSON COUNTY METRO GOVERNMENT
A	320049006	54659LAL8	2011-08-10	$75,000,000	SEE SUPPLEMENTAL INFORMATION	false	false	false
LOUISVILLEJEFFERSON COUNTY METRO GOVERNMENT
B	320049006	54659LAW4	2013-09-26	$200,000,887	SEE SUPPLEMENTAL INFORMATION	false	false	false
LouisvilleJefferson County Metro Government
C	320049006	54659LBV5	2016-08-11	$612,775,838	SEE SUPPLEMENTAL INFORMATION	false	false	false
LouisvilleJefferson County Metro Government
D	320049006	000000000	2016-08-11	$100,075,000	SEE SUPPLEMENTAL INFORMATION	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 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	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$10,470,000	$0	$75,000,300	$0	$0	$0	$953,000	$2,000	$0	$74,045,259	$41	$0	2011	false	false	Yes (true)	Yes (true)
B	$154,580,000	$0	$200,060,571	$0	$0	$0	$0	$0	$31,048	$200,029,523	$0	$0	2014	false	false	Yes (true)	Yes (true)
C	$39,365,000	$0	$616,547,762	$0	$2,490,756	$0	$0	$0	$4,580,985	$300,912,044	$308,563,977	$0	2019	Yes (true)	false	Yes (true)	Yes (true)
D	$100,075,000	$0	$100,075,000	$0	$0	$0	$0	$0	$0	$0	$100,075,000	$0		Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0208	0.0208	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0084	0.0084	false	false	Yes (true)
C	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0073	0.0073	false	false	Yes (true)
D	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0	0.0	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
NONE
A	false	false	false	Yes (true)	Yes (true)	false	false	false	Yes (true)
NONE
B	false	false	false	Yes (true)	Yes (true)	false	false	false	Yes (true)
(no name)
C	false	false	false	Yes (true)	false	false	false	false	Yes (true)
(no name)
D	false	false	false	Yes (true)	Yes (true)	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (29 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part I, Column (f) Description of Purpose - Issuer Name: ROW A	ROW A: 2011A/B BOND ISSUES - TO REIMBURSE THE CORPORATION FOR THE COSTS OF CONSTRUCTING AND EQUIPPING THE NORTON CANCER INSTITUTE DOWNTOWN RADIATION CENTER, CONSTRUCTING AND EQUIPPING A PEDIATRIC AMBULATORY CARE CENTER (NORTON CHILDREN'S MEDICAL CENTER - BROWNSBORO) AND RENOVATING, EXPANDING AND EQUIPPING OTHER PATIENT CARE RELATED PROJECTS AND HOSPITAL PROJECTS AND ITS AFFILIATES AND PAY CERTAIN COSTS OF ISSUANCE OF THE BONDS.
Schedule K, Part I, Column (f) Description of Purpose - Issuer Name: ROW B	ROW B: 2013A/C BOND ISSUES - TO REIMBURSE THE CORPORATION FOR THE COSTS OF (I) RENOVATIONS AND EQUIPMENT TO CONVERT NORTON SUBURBAN HOSPITAL TO A WOMEN'S AND CHILDREN'S HOSPITAL, (II) RENOVATIONS AND EQUIPMENT FOR NORTON CHILDREN'S HOSPITAL, (III) RENOVATION AND EXPANSION OF VARIOUS PATIENT CARE AREAS AND THE ACQUISITION OF HOSPITAL EQUIPMENT, INCLUDING BUT NOT LIMITED TO SOFTWARE, MEDICAL AND SURGICAL EQUIPMENT, IMAGING EQUIPMENT AND MONITORING EQUIPMENT AT THE FACILITIES OF THE OBLIGATED GROUP MEMBERS AND (IV) RENOVATING, EXPANDING AND EQUIPPING OTHER PATIENT CARE RELATED PROJECTS AND HOSPITAL PROJECTS AT ITS AFFILIATES.
Schedule K, Part I, Column (f) Description of Purpose - Issuer Name: - ROW C	ROW C: 2016A BOND ISSUE - TO REIMBURSE THE CORPORATION FOR COSTS OF (i) EXPANSION AND MAJOR RENOVATION OF NORTON AUDUBON HOSPITAL (ii) ACQUISITION OF TWO PARCELS OF LAND, (iii) BUILDING, RENOVATION, REPAIR AND OTHER PATIENT CARE RELATED PROJECTS AND/OR EQUIPMENT RELATED TO THE CORPORATION (INCLUDING SOFTWARE). NORTON HOSPITALS AND/OR AFFILIATES OF THE CORPORATION, (iv) CERTAIN COSTS OF ISSUANCE AND (v) CURRENT REFUNDING OF THE LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT HEALTH SYSTEM REVENUE BONDS, SERIES 2006 (NORTON HEALTHCARE, INC.)
Schedule K, Part I, Column (f) Description of Purpose - Issuer Name: - ROW D	ROW D: 2016B/C BOND ISSUES - CURRENT REFUNDING OF THE LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT HEALTH SYSTEM VARIABLE RATE REVENUE BONDS, SERIES 2013B (NORTON HEALTHCARE, INC.)
Schedule K, Part I, Column (f) Description of Purpose - Issuer Name: - ROW E	ROW E: 2020 A/B/C/D - TO PAY OR REIMBURSE THE CORPORATION FOR THE COST OF (i) various projects consisting of the construction, planning, renovation, expansion, equipping and acquiring patient care related projects and/or equipment related to the Corporation including but not limited to, the expansion of Norton Brownsboro Hospital, the purchase of a pediatric medical office building in Louisville, Kentucky, master plan improvements at the downtown campus, renovations and improvements at the System's campuses and improvements supporting various service lines. (ii) to fund interest on all or a portion of the Bonds during the construction of the New Money Project
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE	COLUMN A: 2011A/B BOND ISSUES - DIFFERENCE BETWEEN SERIES 2011 ISSUE PRICE (ISSUE DATE 8/10/11) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE	COLUMN B: 2013A/C BOND ISSUES - DIFFERENCE BETWEEN SERIES 2013 ISSUE PRICE (ISSUE DATE 8/10/13) AND TOTAL PROCEEDS OF ISSUE IN PART ii, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE	COLUMN C: 2016A BOND ISSUE - DIFFERENCE BETWEEN SERIES 2016A ISSUE PRICE (ISSUE DATE 8/11/16) AND TOTAL PROCEEDS OF ISSUE IN PART ii, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE	COLUMN A: 2020 A/B/C/D BOND ISSUES - DIFFERENCE BETWEEN SERIES 2020 ISSUE PRICE (ISSUE DATE 3/10/20) AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 7 ISSUANCE COSTS FROM PROCEEDS	COLUMN B: 2013 A/C BOND ISSUES - ALL ISSUANCE COSTS FOR THE 2013 BOND ISSUE WERE PAID FOR WITH CASH FROM NORTON'S EQUITY. NO BOND PROCEEDS WERE USED TO PAY FOR COST OF ISSUANCE.
Schedule K, Part II, Line 7 ISSUANCE COSTS FROM PROCEEDS	COLUMN C: 2016A BOND ISSUE - ALL ISSUANCE COSTS FOR THE 2013 BOND ISSUE WERE PAID FOR WITH CASH FROM NORTON'S EQUITY. NO BOND PROCEEDS WERE USED TO PAY FOR COST OF ISSUANCE.
Schedule K, Part II, Line 7 ISSUANCE COSTS FROM PROCEEDS	COLUMN D: 2016B/C BOND ISSUES - ALL ISSUANCE COSTS FOR THE 2013 BOND ISSUE WERE PAID FOR WITH CASH FROM NORTON'S EQUITY. NO BOND PROCEEDS WERE USED TO PAY FOR COST OF ISSUANCE.
Schedule K, Part II, Line 7 ISSUANCE COSTS FROM PROCEEDS	COLUMN E: 2020A/B/C/D BOND ISSUES - ALL ISSUANCE COSTS FOR THE 2013 BOND ISSUE WERE PAID FOR WITH CASH FROM NORTON'S EQUITY. NO BOND PROCEEDS WERE USED TO PAY FOR COST OF ISSUANCE.
Schedule K, Part III PRIVATE BUSINESS USE	COLUMN D: 2016B/C BOND ISSUES - APPLICABLE QUESTIONS ARE 0% DUE TO BONDS REFUNDING ISSUES WHICH REFUND PRE-JANUARY 1, 2003 BOND ISSUES.
Schedule K, Part IV, Line 3 IS THE BOND ISSUE A VARIABLE RATE ISSUE	COLUMN B: 2013A/C BOND ISSUES - 2013A BOND ISSUE IS FIXED RATE DEBT AND 2013C BOND ISSUE IS VARIABLE RATE DEBT. PROCEEDS FROM BOTH BOND ISSUES WERE REPORTED ON ONE IRS FORM 8038 AND COMBINED INTO ONE PROJECT ACCOUNT WITH THE TRUSTEE.
Schedule K, Part IV, Line 3 IS THE BOND ISSUE A VARIABLE RATE ISSUE	COLUMN E: 2020A/B/C/D - 2020A BOND ISSUE IS FIXED RATE DEBT AND 2020B/C/D BOND ISSUES ARE PUT BONDS.
Schedule K, Part I, Column (f) Description of Purpose - Issuer Name - ROW F	ROW F: 2022 BOND ISSUE - The Bonds are being issued to (i) acquire an acute care hospital and a community and medical arts center located in Madison, Indiana (the "Project") via the refinancing of all of the Indiana Finance Authority Hospital Revenue Bonds, Series 2010 (The King's Daughters' Hospital and Health Services) (the "Refinanced Bonds"), which were used for the purpose of financing costs of the acquisition, construction, renovation and equipping of the Project on behalf of Norton-King's Daughters' Health, Inc. (Formerly, The Bethany Circle of King's Daughters' of Madison, Indiana, Inc.), a nonprofit corporation organized under the laws of the State of Indiana ("KDH"), and (ii) pay certain expenses incurred in connection with the issuance of the Bonds by the Issuer.
Schedule K, Part I, Column (f) The amount of expenditures does not match the issue price	COLUMN F: 2022 BOND ISSUE - DIFFERENCE BETWEEN SERIES 2022 ISSUE PRICE (ISSUE DATE 3/3/22) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 DOES NOT EQUAL ISSUANCE COSTS FROM PROCEEDS PART II, LINE 7, PLUS CAPITAL EXPENDITURES FROM PROCEEDS, PART II, LINE 10 BECAUSE OTHER SPENT PROCEEDS, PART II, LINE 11 WERE USED TO REFINANCE ALL OF THE INDIANA FINANCE AUTHORITY HOSPITAL REVENUE BONDS, SERIES 2010 (THE KING'S DAUGHTERS' HOSPITAL AND HEALTH SERVICES) (THE "REFINANCED BONDS") IN PART II, LINE 11.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ROW G	2023A/B Bonds. The Bonds are being issued to (i) refund on a current basis all of the Issuer's Health System Revenue Bonds, Series 2013A (Norton Healthcare, Inc.) (the "Series 2013A Bonds"), currently outstanding in the aggregate principal amount of $154,580,000, (ii) refund on a current basis all of the Issuer's Health System Revenue Bonds (Norton Healthcare, Inc.), Series 2020B (the "Series 2020B Bonds together with the Series 2013A Bonds, the "Prior Bonds"), currently outstanding in the aggregate principal amount of $125,000,000, and (iii) pay certain costs of issuing the Bonds.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ROW H	The 2023CD Bonds are being used to pay or reimburse the Obligated Group Members and/or their Affiliates for the costs of the acquisition, construction, improvement, renovation and equipping of hospital and other health care and support facilities owned and/or operated by the Obligated Group Members and their affiliates, including but not limited to, the construction of the Norton West Louisville Hospital, the purchase or renovation of medical office and administrative buildings, the costs of information technology software integration, renovations and expansions of the System's Louisville area ambulatory care sites, and the purchase of certain hospital equipment.
Schedule K, Part II, Line 1 2013A BOND ISSUE REFUNDING	COLUMN B: WITH THE ISSUANCE OF THE 2023A BOND ISSUANCE THE 2013A BONDS WERE REFUNDED IN FULL FOR AN ORIGINAL ISSUANCE PRICE OF $154,580,000
Schedule K, Part II, Line 1 2016C BONDS PAID IN FULL	COLUMN D: DURING JUNE 2023 THE 2016C BOND ISSUANCE WAS PAID IN FULL FOR AN ORIGINAL ISSUE PRICE OF $68,730,000. DURING OCTOBER 2021 THE 2016B BOND ISSUANCE WAS PAID IN FULL FOR AN ORIGINAL ISSUE PRICE OF $31,345,000.
Schedule K, Part II, Line 1 2020B PUT BOND REFUNDING	COLUMN E: WITH THE ISSUANCE OF THE 2023B BOND ISSUANCE THE 2020B THREE YEAR PUT BONDS WERE REFUNDED FOR AN ORIGINAL ISSUANCE PRICE OF $125,000,000
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE	COLUMN C: 2023A/B BOND ISSUES - DIFFERENCE BETWEEN SERIES 2023A/B ISSUE PRICE (ISSUE DATE 8/3/23) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE	COLUMN D: 2023C/D BOND ISSUES - DIFFERENCE BETWEEN SERIES 2023C/D ISSUE PRICE (ISSUE DATE 8/3/23) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part IV, Line 2c COLUMN A	Issuer name: LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT The calculation for computing no rebate due was performed on 08/10/2021
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT The calculation for computing no rebate due was performed on 09/26/2023
Schedule K, Part IV, Line 2c COLUMN C	Issuer name: Louisville/Jefferson County Metro Government The calculation for computing no rebate due was performed on 08/10/2021
Schedule K, Part IV, Line 2c COLUMN D	Issuer name: Louisville/Jefferson County Metro Government The calculation for computing no rebate due was performed on 08/10/2021

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
LouisvilleJefferson County Metro Government
A	320049006	54659LCE2	2020-03-10	$478,988,828	SEE SUPPLEMENTAL INFORMATION	false	false	false
Indiana Finance Authority
B	351602316	000000000	2022-03-03	$82,810,000	SEE SUPPLEMENTAL INFORMATION	false	false	false
LouisvilleJefferson County Metro Government
C	320049006	54659LDB7	2023-08-03	$285,869,774	SEE SUPPLEMENTAL INFORMATION	false	false	false
LouisvilleJefferson County Metro Government
D	320049006	54659LDE1	2023-08-03	$166,135,000	SEE SUPPLEMENTAL INFORMATION

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 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	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt
A	$125,000,000	$0	$479,492,394	$0	$0	$0	$0	$0	$35,022,965	$444,469,429	2023	false	false	Yes (true)	Yes (true)
B	$9,715,000	$0	$82,810,000	$0	$0	$0	$586,527	$0	$0	$0	2022	Yes (true)	false	Yes (true)	Yes (true)	$82,223,473	$0
C	$0	$0	$288,519,429	$0	$0	$0	$1,290,924	$0	$1,358,731	$0		Yes (true)	false	Yes (true)	Yes (true)	$285,869,774	$0
D	$0	$0	$167,504,786	$0	$0	$0	$307,548	$0	$0	$138,385,680		false	false	false	Yes (true)	$0	$28,811,558

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0089	0.0089	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0	0.0	false	false	Yes (true)
C	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0	0.0	false	false	Yes (true)
D	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.01	0.01	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Term Of GICTermOfGICPct	Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd
(no name)
A	false	Yes (true)	false	false	false	false	false	false	Yes (true)
(no name)
B	false	Yes (true)	false	false	false	false	false	false	Yes (true)
The Toronto-Dominion Bank
C	false	Yes (true)	false	false	Yes (true)	false	Yes (true)	false	Yes (true)	12.4167	Yes (true)
(no name)
D	false	Yes (true)	false	false	Yes (true)	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (8 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Jessica Lloyd
Family member of Adam Kempf, Officer	$80,032	Compensation	false
Henry Winkelhake
Family member of Doug Winkelhake, Key Employee	$62,454	COMPENSATION	false
Debbie Hall
Family member of Adam Kempf, Officer	$21,005	Compensation	false
Cindy DiGenova
Family member of Shelley Gast, Key Employee	$176,619	Compensation	false
Craig Kircher
family member of Mark Kircher, Key Employee	$55,874	Compensation	false
Kaycee Nickell
Family member of Kimberly Tharp-Barrie, Key Employee	$197,161	Compensation	false
Brandon Freiberger
Family member of Charlotte Ipsan, Key Employee	$126,894	Compensation	false
Jeffrey Nickell
Family member of Kimberly Tharp-Barrie, Key Employee	$82,710	Compensation	false

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (23 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4a Program Service Accomplishment #2	NHC donated 210 syringe pumps to Smiths Medical (Smith's) in 2023. Smith's is a leading global manufacturer of specialty medical devices that provides innovative and lifesaving solutions for the world's health care markets. The company specializes in infusion therapy, vascular access and vital care. Additionally, NHC donated 18 ventilators and one anesthesia machine. The Institute for Health Equity (IHE), a Part of NHC was formed in 2020 to address health and racial inequities in our community. IHE"s main office, located in The Village @ West Jefferson in the Russell neighborhood of West Louisville, provides community meeting spaces for mental health services, support for chronic disease management, and access to prevention and wellness resources. NHC's community medical directors, all practicing physicians, are rooted within IHE to provide services and health education in communities and neighborhoods with the largest needs. The IHE also serves as a resource for physicians and other caregivers by strengthening knowledge of social drivers of health inequity and advocating for policy changes to improve social determinants of health for underserved populations. Norton West Louisville Hospital, opening in late 2024, will offer comprehensive services, including adult and pediatric primary care physician offices, emergency room services, inpatient services and outpatient functions. Imaging services, including X-rays and CT scans, will be available, along with specialty services such as women's health, cardiology, neurology and endocrinology. Some physician offices will offer evening hours. This hospital, the first to be built in West Louisville in more than 150 years, will be unlike any other medical facility in that community and will create more than 200 new jobs. The new hospital is part of the NHC Goodwill Opportunity Campus, a $100 million investment in West Louisville that will bring a collection of life-enhancing programs and services to one of Kentucky's most underserved communities. The project was announced on Feb. 23, 2022, by NHC, Goodwill Kentucky and Kentucky Gov. Andy Beshear. The groundbreaking ceremony for the campus took place on June 28, 2022. Community education and workforce development As one of Kentucky's largest health care systems, NHC has established a culture of continual, lifelong learning. Opportunities are available through our human resources department's workforce development (Workforce Development) team and our NHC Institute for Education & Development (IED). The workforce development team encourages continuing education, offers programs to improve job performance and provides financial assistance for educational programs aimed toward key areas of workforce need within the organization. NHC encourages and supports the career goals of employees and their dependents by providing tuition assistance and scholarships, as well as other advancement opportunities. Established in the early 2000s, workforce development has assisted more than 6,000 students with tuition assistance. In 2023, workforce development financially supported nearly 950 students with over $7.6 million in educational assistance programs. * In 2023, the workforce development team provided nearly 1,700 career coaching sessions to employees and students. Each program participant worked directly with a career management coach. Coaches offer services in resume writing, career and education exploration, financial assistance opportunities and interviewing skills. * The accelerated NHC Scholars Program, a student loan program for employees and nonemployees, provides educational funding to students interested in pursuing health care-related degrees in key areas of workforce need. It is an affiliation between NHC and over 100 colleges and universities nationally. Since 2014, this program has assisted more than 1,200 graduates continue their careers with NHC. * The Student Nurse Apprenticeship Program (SNAP) is a 12- to 18-month apprentice model let by NHC Center for Nursing Practice, a part of IED. Student nurses in the program engage in hands-on learning with an experienced nurse while living the mission of NHC. * Starting in 2018, NHC was one of the founding partners and continuing through 2023 participates in the Jefferson County Public Schools' (JCPS) Academies of Louisville, a strategic pipeline development program established in conjunction with the local public school system. JCPS created an academy model in which students have the opportunity to select career-focused education and earn industry-recognized credentials while in high school. NHC transformed its summer program and previous high school scholarship offerings into a comprehensive internship program for students on the health care academy track. * In 2019, NHC announced a strategic partnership program that is ongoing through 2023 with UPS and its Metropolitan College program. NHC-UPS Health Care Career Tracks provides a two-plus-two method, splitting a four-year bachelor's degree into two parts. * In 2019, NHC launched and has continued through 2023 the Surgical Technologist Apprenticeship Program and the Respiratory Therapy Apprentice Program that allow students to work and learn with tuition assistance as they grow their careers with NHC. The Medical Assistant Training Program launched in 2020 with a goal of offering internal training programs to produce quality, prepared medical assistants to introduce into the NHC workforce. Several apprenticeship cohorts run throughout each year including 2023.
Form 990, Part III, Line 4a Program Service Accomplishment #3	* In 2022, NHC Center for Nursing Practice (CNP), a part of IED, created the student healthcare assistant employment opportunity. Continuing through 2023 college students enrolled in a health care discipline have the opportunity to learn about providing direct patient care while enrolled in their academic program, with emphasis on schedule flexibility and clinical experience. IED provides learning opportunities to enhance the professional and personal aspects of student and employee growth. It consists of eight centers: Academic & Scholarly Affairs, Allied Health Education, Continuing Medical Education, eLearning & Clinical Documentation Support, Nursing Practice, Philanthropy, Professional Growth and System Nursing & Ancillary Education. Offerings include general enrichment courses, personal and professional development and formal programming, all while honoring NHC's commitment to lifelong learning. A variety of online, hybrid and instructor-led sessions create a unique learning environment for each person's needs. Below are a few highlight examples. * As the first prelicensure registered nurse apprenticeship program in Kentucky, and the first of its kind in the United States, SNAP is a 12- to 18-month hybrid readiness for nursing practice program developed and led by the Center for Nursing Practice. System-employed student nurses engage in clinical and human skills development through three tiers: culture, clinical and confidence. Graduates of SNAP retain as NHC nurses at 90%, with first-year registered nurse retention at 92%. Of six complete cohorts, 27 SNAP graduates were promoted to formal NHC leadership positions. From SNAP's inception in 2017, to the end of cohort 6 in 2023, SNAP prevented $39+ million in first-year registered nurse turnover costs, decreased registered nurse new graduate orientation length on average two to three weeks, and created a recruitment pipeline for NHC nurses. * Consistency, ease of use and system support drove the 2020 decision to streamline all NHC undergraduate nursing and paramedic clinical placements to the CNP. Group and individual learning opportunities are facilitated by the schools of nursing team. On average, this team supports 800+ student encounters per week, six hospital locations, 50+ ambulatory locations, 21 academic institutions, two academic-practice partnerships, joint and dual employee clinical instructor appointments, and dedicated education units. From one academic-practice partnership alone, a 16.2% increase was gained in student graduates to NHC registered nurse position acceptance. * In 2023, the CNP created the student healthcare assistant employment opportunity. System-employed students who are enrolled in a collegiate health care discipline track leverage a core set of competencies to provide patient care within NHC hospitals. Spanning 13 health care disciplines, the role highlights schedule flexibility, professional accountability and clinical competency, all while directly supporting our patient care needs. In the first five months of 2024, student healthcare assistants averaged 51 FTE per month in patient care support for six of our NHC hospitals. For retention, 71% of eligible student healthcare assistant graduates transition to NHC career positions. Norton Faith & Health Ministries Norton Faith & Health Ministries (NHFM) partners with faith communities to weave together health and wellness promotion with intentional care of the spirit. Mentoring, educational resources and networking opportunities are provided to assist health ministry coordinators and faith community nurses in their ministry. In 2023, NHFM celebrated 20 years of service and engaged in 152 events with faith partners. Initiatives included, but were not limited to: * Promoting whole-person health and wellness, providing health education tools, offering health screenings and providing one-on-one health ministry mentoring. * Coordinating an annual faith leader conference called 'Resources for Faith Leaders: Considerations Following Trauma'. * Sponsoring health ministry networking programs on health education displays, support for those with cancer and holding a special blessing service for faith partners. * Partnering with the Kentucky Heart Disease and Stroke Prevention Task Force to provide cardiovascular assessments, risk-reduction information and education on the blood pressure awareness program. NFHM continued to serve as a trusted source for health and wellness information by coordinating subject matter experts and speakers for a variety of health topics. It also distributed electronic correspondence to a network of health ministries, a newsletter to 1,400 subscribers, and multiple issues of the "Health Ministries Connection" newsletter to faith communities, NHC employees and more. Pastoral care department Chaplains are a vital part of the holistic care provided at NHC. In 2023, staff chaplains worked with chaplains in training through the Clinical Pastoral Education Program, bringing comfort and hope to NHC patients, families and staff 24 hours a day, 7 days a week.
Form 990, Part III, Line 4a Program Service Accomplishment #4	The largest growth area for the chaplains was in the outpatient services areas as one of the staff chaplains traveled the region to support staff, participate in support groups and offer education to patients and families. Chaplain referrals and employee resources continue to be regularly highlighted in leadership communications as chaplains offer creative ways to help staff increase resilience and find meaning in their work. Chaplains provided care in nearly 29,000 documented patient encounters, in addition to serving thousands of family members. Some of the many reasons chaplains became involved in the care of patients and families included: * Grief support and facilitation of decision-making at the time of death * Family support for pediatric trauma patients * Conversations about end-of-life decisions and goals of care * Education about and enacting advance directives * Offering religious rituals and literature * Discussing ethical dilemmas * Providing comfort and conversation with patients who were lonely, afraid, conflicted, struggling or celebrating good news Chaplains care for people, regardless of their religious or spiritual backgrounds and beliefs, helping them use and strengthen their spiritual, emotional and relational resources to better cope and to thrive. Through formal and informal staff support efforts, teaching, committee involvement, ethics consultations and many other ways, chaplains are fully integrated into the life of the NHC system. Norton Heart & Vascular Institute Norton Heart & Vascular Institute (NHVI), a part of NHC, is the Louisville area's leading cardiovascular disease prevention and treatment program. Each year, NHVI provides diagnostic, medical, interventional and surgical care for thousands of patients from Kentucky and Southern Indiana. A team of specialists treats patients at NHC's four adult acute-care hospitals in Louisville and numerous diagnostic outpatient and specialty centers throughout Greater Louisville. All four of the hospitals are accredited by the American College of Cardiology's Accreditation Services as Chest Pain Centers. Three of them - Audubon, NBH and Norton - serve as American Heart Association award-winning regional percutaneous coronary intervention receiving centers. Audubon has been recognized year after year with the American College of Cardiology's HeartCare Center: National Distinction of Excellence accreditation. It is the only hospital in Louisville with this distinction. NHVI offers a nationally recognized advanced heart failure and recovery program, with expertise in the management of end-stage heart failure, mechanical circulatory support implantation and support of patients who require heart transplantation. The NHVI Heart Rhythm Center provides state-of-the-art monitoring and a comprehensive suite of treatment options for all types of heart arrhythmias. Our experienced team of cardiothoracic and vascular surgeons provides surgical capabilities that include ventricular assist device implantation, minimally invasive treatments for atrial fibrillation, cardiac valve repair and replacement, and repair of life-threatening vascular conditions. Vascular surgeons treat the spectrum of arterial and venous disease with both endovascular and open surgical procedures. More information is available at NortonHeartAndVascularInstitute.com. Norton Orthopedic Institute Norton Orthopedic Institute (NOI) provides advanced orthopedic care for all bones and joints, and for people of all ages. NOI is made up of board-certified physicians - many of whom are fellowship trained - who work together with therapists, physical rehabilitation specialists, primary care physicians, neurologists, certified athletic trainers and other care providers to offer a full range of multidisciplinary orthopedic services. These specialists practice a team approach in the diagnosis, treatment and rehabilitation of bone and joint conditions and injuries. NOI"s hip and knee replacement program has been certified as an Orthopaedic Center of Excellence by DNV, as meeting guidelines of the American Academy of Orthopaedic Surgeons and the American Association of Hip and Knee Surgeons. With locations throughout Greater Louisville, including Southern Indiana, NOI offers several specialty centers focused on providing expertise in general orthopedics, joint replacement, injuries, trauma, pediatrics, oncology, spinal conditions and sports health. Norton Women's Care Norton Women's Care (NWC) offers a complete range of services with an emphasis on caring for the whole person - mind, body and spirit. Services focus on the health and wellness at all stages of life - adolescence, prepregnancy, pregnancy, motherhood, midlife and beyond. More patients choose NWC at Norton and NWCH to deliver their babies than any other facility in the region. Specialty services include full gynecologic care; a pelvic health program; obstetrics, including high-risk pregnancy care; cardio-obstetrics; support from certified nurse midwives and doulas; newborn care with access to Level III and IV neonatal intensive care units; cancer prevention and treatment, including a comprehensive breast health program; a dedicated women's heart and vascular care, education and support program; a bone health program addressing osteoporosis, rheumatology and prevention of other orthopedic diseases; and Norton Women's Mental Health Services for evaluation and treatment of issues including depression, premenstrual dysphoric disorder, infertility and menopause.
Form 990, Part III, Line 4a Program Service Accomplishment #5	NWC also offers a variety of educational wellness programs through the Marshall Women's Health & Education Center on the NHC - St. Matthews campus. More information is available at NortonWomensCare.com. In 2023, NWC birthing facilities at Norton, NWCH, NKDH, and Clark provided care and medical services for 9,092 deliveries. NWC was recognized as High Performing in Adult Maternity Care (Uncomplicated Pregnancy) by U.S. News & World Report. Norton Children's Prevention & Wellness Norton Children's Prevention & Wellness (NCPW) is supported by CHF, which raises funds exclusively for the not-for-profit NCH and its sister facilities. Through donations, volunteerism and community support, the foundation is able to provide funding for equipment, new technologies, clinical research, child advocacy and health education for patients, families, medical staff and the community. * Child passenger safety technicians check car and booster seats and also provide car and booster seats at free checkup clinics statewide. In 2023, 650 virtual and in-person car seat checks were completed. Additionally, 90 new child passenger safety technicians were certified on how to properly install car seats. * More than 9,500 third and fourth graders across Kentucky learned about bicycle safety through the NCH Bike Safety Rodeo in 2023. * The Safety City program welcomed over 5,500 second-grade students to learn about bike and pedestrian safety. * In a virtual program, more than 6,200 kindergarten students participated in the 40th annual Building Health Superheroes (renamed) event. Building Healthy Superheroes is designed to teach healthy and safe lifestyle choices for children. This superhero-themed virtual option provides teachers with resources to administer the course, and students graduate as a "healthy superhero" at the conclusion of the class. * NCH Food Pantries served over 23,000 individuals with food insecurity needs, a more than 10% increase compared to 2022. * NCPW provided oral education and supplies to over 1,500 community members. * Virtual classes continued in 2023, serving over 1,000 individuals with prevention and wellness programming. Events included cooking workshops, child safety classes and safe grandparenting classes. * The new Safety Care-a-van program launched and distributed over 500 pieces of safety equipment and educational materials to families. In exchange, over 200 Safety Surveys were collected to help NCPW tailor their programming to community need. * The "Just for Kids" Transport Team transports babies and children from across the region to NCH. Transportation is provided by helicopter and five specially equipped ambulances known as mobile intensive care units. In 2023, 2,904 transportation trips were completed. Kentucky Poison Control Center of NCH NCH is home to the Kentucky Poison Control Center (Poison Control). In 2023, the center managed nearly 40,000 individual cases from more than 40,000 calls and provided assistance available 24 hours a day, 365 days a year through more than 40,000 follow-up calls to concerned families in all 120 counties in Kentucky, as well as to physicians and other health care providers from every health care facility in the state. The primary mission of Poison Control of NCH is to reduce illness and death from poisoning in Kentucky. Poison Control provides 24/7 free and confidential access to specially trained nurses, pharmacists and physicians who are certified in toxicology. They are specialists in communicating advice to health care professionals, first responders, patients, parents, family members, the general public and the media. Some of the more common calls received involve medications, tobacco products, household cleaning products, plants and personal care items. Calls also are answered about work-related exposures in farming and industry, food poisoning, insect bites and snakebites, and a variety of other potential hazards. On average, Poison Control's hotline at (800) 222-1222 receives more than 40,000 calls annually, 24 hours a day, 365 days a year. Three of every four patients from those calls are successfully managed safely and inexpensively at home, reducing unnecessary emergency room visits and/or shortening hospital stays. More information is available at KYPoisonControl.com. Norton Neuroscience Institute Established in early 2009, Norton Neuroscience Institute (NNI) is the region's leading provider of neurologic care. The multidisciplinary comprehensive program has more than 120 subspecialty fellowship-trained neurosurgeons, neurologists, neuropsychologists and advanced practice providers. These specialists are trained to provide patients and their families with advanced treatment for complex neurologic disorders, including ALS; aneurysms; brain tumors; epilepsy; headache and concussion; memory and dementia disorders, movement disorders, including Parkinson's disease; multiple sclerosis; pediatric neurosurgery; spinal injuries and disorders; stroke; and more. Patients also have access to NNI Cressman Neurological Rehabilitation, which offers advanced technology and specialized services in one location. NNI provides leadership for a regional stroke care network. All four of NHC's adult-service hospitals in Louisville are certified by DNV, with NBH designated as a Comprehensive Stroke Center, representing the highest level of stroke care. In addition, the American Heart Association's Get With The Guidelines program has certified the same four hospitals, with Silver Plus level for Audubon and NWCH, and Gold Plus level for NBH and Norton.
Form 990, Part III, Line 4a Program Service Accomplishment #1	(Continued from Part III, Line 4A) Clark is a 236-bed acute care facility located on a 22-acre campus that also includes two medical office buildings and an outpatient surgery center. Scott is a 25-bed critical access hospital with a 24-hour physician-staffed emergency department and a comprehensive list of inpatient and outpatient services. In 2023, NHC, through its affiliates, Norton Hospitals Inc. and Norton Healthcare - Indiana Inc., had a total of 2,254 licensed beds: Norton Audubon Hospital (Audubon), 432 beds; Norton Brownsboro Hospital (NBH), 197 beds; Norton Children's Hospital (NCH), 300 beds; Norton Hospital (Norton), 605 beds; Norton Women's & Children's Hospital, (NWCH) 373 beds; NKDH, 86 beds; Clark, 236 beds; Scott, 25 beds. These eight hospitals operate 24 hours a day, seven days a week. Norton Pharmacies PLLC, a disregarded entity of NHC, operates five retail pharmacies and one specialty pharmacy that dispense medications for the convenience of Norton Healthcare's patients and employees. In 2023, NHC, through its affiliate, Community Medical Associates Inc. (CMA), had approximately 3.3 million patient encounters. NHC's hospitals, diagnostic centers and Norton Cancer Institute (NCI) served 71,897 inpatients and 796,514 outpatients, and saw 291,491 emergency room visits. In addition, NHC hospitals' operating rooms cared for 18,118 inpatient surgical patients and 45,291 outpatient surgical patients. Additionally, 9,092 babies were delivered at NHC birthing facilities. NHC's commitment to the community NHC is committed to improving the health of our community and provides funding for a wide array of lifesaving and life-enhancing services that benefit the communities we serve. In 2023, under its charity care program, NHC provided free care to 4,407 patients at a cost of $21.1 million. NHC also grants a discount from billed charges to any patients who have no access to private health insurance or do not qualify for government assistance or charity care. Under this program, 6,812 patients were provided care at discounted rates. Another contribution to the community was educational support of $76.1 million, primarily to the University of Louisville (UofL) School of Medicine. Community health improvement services totaled $48.0 million and contributions to community groups were $2.3 million. NHC employees donated more than 211,000 hours of community service , a benefit valued at more than $1.5 million in salaries. In addition, many employees self-reported personal volunteer activities. NHC provides programmatic support to the UofL School of Medicine through funding and facilities. During the 2023 calendar year, 206 residents completed clinical rotations in 53 specialties at NHC facilities. Residency programs are part of the $76.1 million in educational support and clinical funding provided to the medical school. Contributions to the community NHC employees and physicians gave nearly $844,249.20 in the 2023-2024 Combined Giving Campaign to help support nonprofit organizations that also are committed to improving the health and well-being of community residents. Supported organizations include WHAS Crusade for Children, Metro United Way, Fund for the Arts, and our own The Children's Hospital Foundation, Inc. (CHF) and Norton Healthcare Foundation (NHF). In 2023, 68 employees helped "raise the roof" on NHC's 18th Habitat for Humanity home at 6421 Hackel Dr. in Louisville, Kentucky. In 2023, an estimated 1,650 NHC employees donated time and funds to plan, purchase and deliver gifts, food and clothing for the Caring Tree program. The program assisted 840 employees and their 1,789 children by providing for their families at Christmas.
Form 990, Part III, Line 4a Program Service Accomplishment #6	NNI is a leader in the region for providing innovative surgery technology, such as NeuroPace, NeuroBlate and ROSA (a robotic surgical assistant) and cutting-edge treatment for brain tumors, including TruBeam and Optune therapies. As part of the comprehensive care provided by NNI, patients and their families have access to support resources to manage their diagnoses through two NNI Resource Centers. The resource centers offer dedicated patient navigators, support groups, exercise programs and extensive educational resources. CMA CMA offices provide primary care for adults in Louisville, Southern Indiana and surrounding areas at over 35 locations . Offices are staffed by teams of experienced providers who help manage short- and long-term health goals, offer guidance on disease prevention, management of chronic conditions and diagnosis of medical concerns, and provide support navigating specialized care when needed. Physicians are involved in medical screening, community outreach and community education activities to promote wellness and early interventions. In December 2021, CMA - La Clinica Preston, NHCs first 100% bilingual practice, opened in the Okolona area of Louisville. The staff and providers all speak English and Spanish and understand the unique concerns of Louisville's Hispanic community and families. Norton Prevention & Wellness Norton Prevention & Wellness (NPW) is supported in part by NHF, which raises funds exclusively for NHC's adult-service hospitals and services. * In 2023, NPW staff provided preventive screenings aboard the NPW Mobile Prevention Center (MPC) in collaboration with various community partners. Mammograms and wellness exams, including cervical cancer screenings, were provided to 1,567 women. Of those, approximately 13% had not been screened in the past five years and 11% had never had a mammogram. Of the 162 MPC events, over half took place in underserved communities and over 60% of patients came from medically underserved areas. * Education on cardiovascular health, effects of smoking, prostate health, breast health and women's health, colon health and more was provided to over 7,300 community members at various events, such as health fairs and presentations. * If eligible and interested, participants were offered referrals for a colonoscopy or given an at-home testing kit that they could mail to the lab and later receive their results. Colonoscopy referrals were made for 88 people and 90 people received at-home testing kits. To help eliminate barriers to care, NPW implemented a dedicated phone number, (502) 446-WELL, that links eligible patients to colonoscopy scheduling or requesting in-home tests. * In collaboration with many community partners, staff provided 4,203 health screenings (blood pressure, body mass index, glucose and cholesterol levels) for 2,068 participants in multiple locations throughout Jefferson County and surrounding counties, including in Southern Indiana. New in 2023, HgbA1C screening is now available for participants with abnormal glucose levels. Each participant received education on healthy lifestyle choices, such as diet and exercise. * Over 30 group education/presentations on various health and wellness topics was provided throughout the year, reaching 2,182 participants. * NPW conducted 12 American Lung Association Freedom From Smoking classes in 2023. Nearly half of the attendees reported being tobacco-free. * In 2023, the Get Healthy Walking Club increased by over 2,900 members and reached over 10,400 total members. With a membership card, club members have free access to walk at the Louisville Zoo each day from March through October, from 8 to 9:30 a.m. * In 2023, NPW began offering Hands-Only CPR classes in the community in collaboration with community partners. More than 85 people received this instruction at five events. * NPW was the primary coordinator for the Hispanic Health Fair and the Get Healthy Walking Club Expo, bringing together many vendors and services in one location to serve all ages. * All participants who had abnormal results from any of our health screening events also received navigation assistance with a registered nurse to connect them to resources within NHC or the community, and assist them in overcoming barriers to access care. Norton Research Institute NHC guides one of the largest portfolios of clinical research of any community health care system in the United States. Originally opened in 2001 as NHC Research Office, Norton Research Institute (NRI) is dedicated to conducting high-quality, cutting-edge research that brings new treatments to those who need it most. NRI supports our community's medical providers who are at the leading edge of advancements and discoveries. NRI includes over 300 clinical research professionals providing support for active studies, including translational research, device studies, health outcome studies, biorepository and bench lab research, data collection and Phase 1, Phase 2 and Phase 3 clinical trials. Our portfolio of more than 500 studies stretches over more than 30 specialties across the spectrum of adult care. NRI is focused on conducting research in a manner that protects the rights and well-being of all who participate in clinical trials and is dedicated to upholding ethical standards in our research practices.
Form 990, Part III, Line 4a Program Service Accomplishment #7	* Areas of clinical research focus include pediatrics, oncology, cardiology, orthopedics and spine, infectious diseases, neurology, neurosurgery and pulmonology. * The pediatric research portfolio through Norton Children's Research Institute, affiliated with the UofL School of Medicine, is critical to the mission of the only pediatric hospital in our service area; NCH * NHC invests significantly in clinical research to benefit our community and patients, and to support clinical science by participating in the development of new clinical interventions (drugs, devices, procedures) that will become generalized and shared with a wide number of patient populations and medical professionals. These new, innovative treatments expand the medical community's knowledge and potentially improve the quality of medical care now and in the future. * In 2023 NHC started building research capacity and infrastructure (including a research laboratory) to address Parkinson's disease, movement disorders and memory disorders. NCI As the leading provider of cancer care in Louisville and Southern Indiana, NCI's mission is to blend comprehensive treatment and services with compassion, hope and healing for patients and their families. Through a multidisciplinary approach, its team offers patients the latest in treatments and technology focused on cancer prevention, diagnosis, care and survivorship. The institute's specialists cover a broad range of oncology subspecialties, including behavioral, breast medical and radiation, gastrointestinal medical and radiation, genitourinary medical and radiation, gynecologic, head and neck medical and surgical, neurologic, orthopedic, sarcoma and connective tissue medical, and thoracic medical and radiation oncology, as well as cancer genetics, hematology and oncologic dermatology. NCI offers state-of-the-art medical, surgical and radiation therapies, including minimally invasive robotic surgery, stereotactic radiosurgery (Novalis Tx and TrueBeam STx) and advanced brachytherapy. Patients have access to groundbreaking research through its participation in dozens of innovative National Cancer Institute and industry-sponsored clinical trials. Extensive educational, physical and emotional support services, including support groups, seminars, art and music therapy, massage therapy, yoga and nutritional counseling are available through five NCI Resource Centers. NCI is designated by the American College of Surgeons Commission on Cancer as the only accredited Integrated Network Cancer Program in Kentucky. More information is available at NortonCancerInstitute.com. Community support from our foundations In 2023, CHF and NHF raised $30.9 million in support of care at NCH and its sister facilities, and NHC's adult-service facilities. Grants totaling more than $24.5 million were invested in NHC facilities to improve access to care and spur innovation in services. The grants supported a wide range of initiatives to expand workforce, enhance facilities, establish new programs and provide advanced facilities. * Creation of the NCH's Autism Center playground * Vans for neonatal-pediatric mobile outreach and Norton Children's Medical Group cardiology outreach * The Heel, Dog, Heal facility dog program across NHC facilities, including 12 trained dogs and their handlers * Transition to Adult Diabetes Program at Wendy Novak Diabetes Institute * Creation of NRI * Equipment for NHC Bioskills Lab * Norton eCare School Telehealth * Expressive therapists for NCI Pat Harrison Resource Center * NWC's Doula Program
Form 990, Part V, Line 1a COMMON PAYING AGENT 1099S	NORTON HEALTHCARE, INC. (NHC), EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NHC, NORTON HOSPITALS, INC., COMMUNITY MEDICAL ASSOCIATES, INC., NORTON PROPERTIES, INC., NORTON HEALTHCARE FOUNDATION, INC. AND THE CHILDREN'S HOSPITAL FOUNDATION INC. THEREFORE, ALL VENDORS, INCLUDING INDEPENDENT CONTRACTORS, ARE PAID AND REPORTED BY NHC. ON BEHALF OF THESE NAMED ENTITIES. FOR PURPOSES OF PART V, LINE 1, THE NUMBER OF 1099S REPORTED AND FILED FOR 2023 BY NHC WAS 1,257. NHC HAS 132 INDEPENDENT CONTRACTORS EXCEEDING $100,000 FOR 2023. NHC, THE COMMON PAYING AGENT, REPORTED 798 VENDORS ON FORM 1096 FOR 2023.
Form 990, Part V, Line 1b W-2 G COMMON PAYING AGENT	NORTON HEALTHCARE INC., AS THE COMMON PAYING AGENT, FILED THREE FORM W-2Gs ON BEHALF OF THE CHILDREN'S HOSPITAL FOUNDATION, INC. AND FILED ONE FORM W-2G ON BEHALF OF NORTON HEALTHCARE FOUNDATION, INC.
Form 990, Part V, Line 1c COMMON PAYING AGENT FOR VENDORS	NORTON HEALTHCARE, INC. (NHC), EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NHC AND ALL AFFILIATES. NHC REQUIRES THAT ALL VENDORS PROVIDE AN ACCURATE TAXPAYER IDENTIFICATION NUMBER ON A FORM W-9, AS REQUIRED BY LAW, PRIOR TO ASSURANCE OF ANY PAYMENT.
Form 990, Part V, Line 2a COMMON PAYING AGENT FOR EMPLOYEES	NORTON HEALTHCARE, INC. (NHC) EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NORTON HOSPITALS, INC., NORTON PROPERTIES, INC., COMMUNITY MEDICAL ASSOCIATES, INC., NORTON HEALTHCARE FOUNDATION, INC., NORTON KING'S DAUGHTERS' HOSPITAL, NORTON HEALTHCARE - INDIANA, INC., AND THE CHILDREN'S HOSPITAL FOUNDATION, INC. THEREFORE, ALL APPLICABLE IRS TAX COMPLIANCE FILINGS ARE REPORTED BY NHC. ON BEHALF OF THESE NAMED ENTITIES. NHC HAS APPROXIMATELY 5,806 EMPLOYEES. NHC, THE COMMON PAYING AGENT, REPORTED 24,988 EMPLOYEES ON FORM W-3 FOR 2023.
Form 990, Part VI, Line 1a Delegate broad authority to a committee	The Executive Committee shall possess and may exercise all the powers and authority of the Board of Trustees in the management and direction of the business and affairs of the Corporation. However, the Executive Committee does not possess the authority to do the following: a) fill vacancies on the Board; b) change the membership of the Executive Committee; c) make decisions to merge, liquidate, or otherwise make decisions outside of the normal course of business; d) make final determinations of long-term policy; e)hire or fire the Chief Executive Officer; and f)amend the Articles of Incorporation or Bylaws
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	James Frazier, Steve Heilman, Douglas Winkelhake - Business relationship, Russell F. Cox, Michael W. Gough, Robert B. Azar (Officers, Norton Enterprise, Inc.) - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body	At the October 3, 2024 Norton Healthcare, Inc. (NHC) Finance Committee meeting and at the October 17, 2024 NHC Board of Trustees meeting, the Forms 990 and Supplemental Schedules were discussed and Committee Members and Trustees had an opportunity to ask questions. Coinciding with the Finance Committee meeting, electronic copies of the Forms 990 and Supplemental Schedules were made available to all members of the Finance Committee and the Board of Trustees through the Director's Portal site, prior to the filing with the IRS. NHC is the parent of Community Medical Associates, Inc., Norton Hospitals, Inc., Norton Properties, Inc., Norton Healthcare Foundation, Inc., The Children's Hospital Foundation, Inc., Norton King's Daughters' Health, Inc., and Norton Healthcare-Indiana, Inc..
Form 990, Part VI, Line 12c Conflict of interest policy	THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ANNUALLY DISTRIBUTING A QUESTIONNAIRE THAT REQUIRES OFFICERS, TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE INTERESTS THAT MAY GIVE RISE TO CONFLICTS. IF A CONFLICT ARISES, THE POLICY PROVIDES PROCEDURES FOR ADDRESSING CONFLICTS TO ENSURE DECISIONS ARE MADE IN THE BEST INTEREST OF THE ORGANIZATION.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	Please see explanation provided for Form 990, Part VI, Line 15b.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	The organization takes all necessary steps to ensure that compensation for all officers, directors and key employees is reasonable and appropriate for the services provided to the organization. The organization provides a total compensation package that is on par with compensation provided by similar organizations and which conforms to the policies and guidelines set out by the Board of Trustees. Norton Healthcare, Inc. (NHC) engages an outside independent compensation consultant, Gallagher, to provide comparability data, including review of other health systems and hospital organizations that have filed Form 990s, for NHC's officers and key employees on total compensation for similar positions at health systems and hospital organizations similar in size, scope of services, and circumstances. In addition, the organization participates in third party surveys which provide aggregate, comparative compensation data for officers and key employees in similar positions at similar organizations. Gallagher consultants presented and discussed this comparability data in 2022 for the 2023 compensation review and met in 2022 for the 2023 compensation review with the Executive Committee of the Board of Trustees (Board). The Committee reviewed the executive compensation and benefits program, determined total compensation for the CEO, and approved compensation for other officers and key employees. The Committee reviewed NHC's variable compensation program and determined appropriate awards for performance relative to goals set for the year. After the Committee determined appropriate compensation and benefits for officers and key employees, the Board approved their total compensation.
Form 990, Part VI, Line 19 Required documents available to the public	CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE HERE: HTTPS://NORTONHEALTHCARE.COM/ABOUT-US/FINANCIAL-INFORMATION/. GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE FORM 990 TAX RETURN IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
Form 990, Part VII, Section A, Line 1a, Column (D) Board Member Stipend Payments	Norton Healthcare, Inc. (NHC) and Affiliates (Norton Hospitals, Inc., Community Medical Associates, Inc., Norton Properties, Inc., Norton Healthcare Foundation, Inc., The Children's Hospital Foundation, Inc., Norton King's Daughters' Health, Inc., and Norton Healthcare-Indiana, Inc.) encourages and facilitates Board member attendance at educational programs and conferences on subjects relevant to NHC. NHC's travel policy for Board of Trustees provides that for each Trustee that attends at least one out of town educational conference, a lump sum stipend will be paid to cover unreimbursed travel expense and other miscellaneous expenses associated with conference preparation, attendance or follow up. In compliance with IRS Regulations, NHC provides a Form 1099 to any Trustee that receives a stipend. These amounts have been reported in Part VII on the Form 990 as reportable compensation to the Trustee receiving stipends in 2023.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	All other revenue - Total Revenue: -7742559, Related or Exempt Function Revenue: -7742559, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11g Other Fees	Outside Services - Total Expense: 58204479, Program Service Expense: 48018695, Management and General Expenses: 10185784, Fundraising Expenses: ; Other expenses - Total Expense: 2582901, Program Service Expense: 1015080, Management and General Expenses: 1567821, Fundraising Expenses: ; Contract Labor - Total Expense: 1815268, Program Service Expense: 1555685, Management and General Expenses: 259583, Fundraising Expenses: ; Professional Fees - Total Expense: 155233, Program Service Expense: 155233, Management and General Expenses: , Fundraising Expenses: ; Research Department Fees - Total Expense: 602997, Program Service Expense: 602997, Management and General Expenses: , Fundraising Expenses: ; Collection Fees - Total Expense: 1967268, Program Service Expense: 1504960, Management and General Expenses: 462308, Fundraising Expenses: ; Marketing Fees - Total Expense: 6337294, Program Service Expense: 2534284, Management and General Expenses: 3803010, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	AFFILIATE TRANSFER - 430065; SWAP MARK TO MARKET ADJUSTMENT - 18234994; CHANGE IN MINIMUM PENSION LIABILITY - 13699491; CHANGE IN NET PERIODIC PENSION COST - -5170818; LOSS ON DEBT REFINANCING - -4301408; OTHER - -3441151;
Form 990, Part XI, Line 9 Other changes in Net Assets or Fund Balance	In March 2017, the FASB issued ASU 2017-07 Compensation -Retirement Benefits (Topic 715): Improving the Presentation of Net Periodic Pension Cost and Net Periodic Postretirement Benefit Cost (ASU 2017-07), which changes how employers that sponsor defined benefit pension present the net periodic benefit cost in the statement of operations. ASU 2017-07 requires employers to present the service cost component of net periodic benefit cost in the same statement of operations line items as other employee compensation costs arising from services rendered during the period. Employers are to present the other components of net periodic benefit cost separately from the line item that includes the service cost and outside of any subtotal of operating income, if one is presented. Employers will have to disclose the lines used to present the other components of net periodic benefit cost, if the components are not presented separately in the statement of operations. The corporation elected to adopt the provisions of ASU 2017-07 as of January 1, 2017. The non-contribution defined benefit pension plan was frozen effective January 1, 2010. As a result no service cost was incurred during the year ended December 31, 2023. The other components of net periodic pension cost was $5.2 million for year ended December 31, 2023.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Norton Pharmacies PLLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	224 E Broadway 5th FL	AddressLine1Txt
City	Louisville	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Field	Value	IRS element (for citing)
EIN	831832543	EIN
Primary Activities	Pharmacy	PrimaryActivitiesTxt
Legal Domicile State	KY	LegalDomicileStateCd
Total Income	$113,851,851	TotalIncomeAmt
End Of Year Assets	$15,320,098	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Norton Healthcare Inc	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
NORTON HOSPITALS INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR	LOUISVILLE	KY	40202	610703799	PROVIDE HOSPITAL SERVICES	KY	501(c)(3)	3	Norton Healthcare Inc	Yes (true)
COMMUNITY MEDICAL ASSOCIATES INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR	LOUISVILLE	KY	40202	611276316	OPERATES A NETWORK OF PHYSICIAN PRACTICES	KY	501(c)(3)	10	Norton Healthcare Inc	Yes (true)
NORTON PROPERTIES INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR	LOUISVILLE	KY	40202	611028724	MAINTAINS OFFICE AND PARKING FACILITIES	KY	501(c)(3)	Type I	Norton Healthcare Inc	Yes (true)
THE CHILDREN'S HOSPITAL FOUNDATION INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR	LOUISVILLE	KY	40202	616027530	GENERATE FUNDS TO SUPPORT PROGRAMS AND SERVICES	KY	501(c)(3)	7	Norton Healthcare Inc	Yes (true)
NORTON HEALTHCARE FOUNDATION INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR	LOUISVILLE	KY	40202	310914919	GENERATE FUNDS TO SUPPORT PROGRAMS AND SERVICES	KY	501(c)(3)	7	Norton Healthcare Inc	Yes (true)
NORTON HEALTHCARE - INDIANA INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR	LOUISVILLE	KY	40202	850513259	OPERATE HOSPITAL AND OTHER HEALTHCARE FACILITIES	IN	501(c)(3)	10	Norton Healthcare Inc	Yes (true)
Norton King's Daughters' Health Inc
Accounting 224 E Broadway	Louisville	KY	40202	350895832	Provide Hospital Services	IN	501(c)(3)	3	Norton Healthcare - Indiana Inc	Yes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	NORTON ENTERPRISES INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	224 E BROADWAY 5TH FLOOR	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Field	Value	IRS element (for citing)
EIN	611054301	EIN
Primary Activities	Invests in Partnerships that provide medical services	PrimaryActivitiesTxt
Legal Domicile State	KY	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Norton Healthcare Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	C Corporation	EntityTypeTxt
Ownership	1	OwnershipPct
Controlled Organization	Yes (true)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	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	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (16 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Norton Hospitals Inc
R	$2,407,177,281	FMV
Norton Hospitals Inc
S	$2,605,449,535	FMV
Community Medical Associates Inc
R	$986,527,930	FMV
Community Medical Associates Inc
S	$631,598,687	FMV
Norton Properties Inc
R	$116,752,053	FMV
Norton Properties Inc
S	$70,170,471	FMV
The Children's Hospital Foundation Inc
R	$17,488,028	FMV
The Children's Hospital Foundation Inc
S	$10,312,321	FMV
Norton Healthcare Foundation Inc
R	$4,109,508	FMV
Norton Healthcare Foundation Inc
S	$1,745,595	FMV
Norton Enterprises Inc
R	$16,500,221	FMV
Norton Enterprises Inc
S	$15,202,230	FMV
Norton King's Daughters' Health Inc
R	$8,311,308	FMV
Norton King's Daughters' Health Inc
S	$15,109,533	FMV
Norton Healthcare Foundation Inc
C	$8,944,351	FMV
The Children's Hospital Foundation Inc
C	$2,698,560	FMV