NORTON HEALTHCARE INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: NORTON HEALTHCARE INC (EIN 61-1028725)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-13
IRS object ID: 202313179349301226
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule 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	2023-11-13T07:29:48+00:00	ReturnTs
Tax Period End	2022-12-31	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	2022-01-01	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	2023-11-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Adam	PersonFirstNm
Person Last	Kempf	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Kim Scifres	PreparerPersonNm
PTIN	P01316095	PTIN
Phone	5023263996	PhoneNum

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	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	$802,111,273	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	22	VotingMembersGoverningBodyCnt
Voting Members Independent	21	VotingMembersIndependentCnt
Total Employee	3959	TotalEmployeeCnt
Total Volunteers	2	TotalVolunteersCnt
Total Gross UBI	$300,514	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$69,098	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,257,661	PYContributionsGrantsAmt
CY Contributions Grants	$2,803,690	CYContributionsGrantsAmt
PY Program Service Revenue	$448,482,736	PYProgramServiceRevenueAmt
CY Program Service Revenue	$506,680,681	CYProgramServiceRevenueAmt
PY Investment Income	$163,179,597	PYInvestmentIncomeAmt
CY Investment Income	$52,274,276	CYInvestmentIncomeAmt
PY Other Revenue	$3,905,157	PYOtherRevenueAmt
CY Other Revenue	$7,456,554	CYOtherRevenueAmt
PY Total Revenue	$617,825,151	PYTotalRevenueAmt
CY Total Revenue	$569,215,201	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,357,984	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$8,487,750	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$215,941,217	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$242,267,053	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$244,574,658	PYOtherExpensesAmt
CY Other Expenses	$279,794,613	CYOtherExpensesAmt
PY Total Expenses	$464,873,859	PYTotalExpensesAmt
CY Total Expenses	$530,549,416	CYTotalExpensesAmt
PY Revenues Less Expenses	$152,951,292	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$38,665,785	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,835,434,005	TotalAssetsBOYAmt
Total Assets EOY	$2,441,255,153	TotalAssetsEOYAmt
Total Liabilities BOY	$2,713,518,595	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,394,033,872	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$121,915,410	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$47,221,281	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	$445,514,604	ExpenseAmt
Grant	$8,487,750	GrantAmt
Revenue	$513,836,721	RevenueAmt
Desc	Norton Healthcare Inc. is a not-for-profit corporation based in Louisville, Kentucky. In 2022, Norton Healthcare, through its affiliate, Norton Hospitals Inc., had a total of 1,993 licensed beds: Norton Audubon Hospital, 432 beds; Norton Brownsboro Hospital, 197 beds; Norton Children's Hospital, 300 beds; Norton Hospital, 605 beds; Norton Women's & Children's Hospital, 373 beds; and Norton Kings' Daughter's Hospital, 86 beds. These six hospitals operate 24 hours a day, seven days a week. Norton Pharmacies PLLC, a disregarded entity of Norton Healthcare, Inc. operates five retail pharmacies and one specialty pharmacy that dispense medications for the convenience of Norton Healthcare's patients and employees. (Continued in Schedule O)	Desc
Total Program Service Expenses	$445,514,604	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	1290	IRPDocumentCnt
IRP Document W2 G	4	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3959	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	22	GoverningBodyVotingMembersCnt
Independent Voting Member	21	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
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 (49 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	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Russell F Cox
President & CEO/Trustee	30.0	20.0	Yes (X)	Yes (X)	$4,778,102	$0	$181,103
Barry Pennybaker
Trustee	1.0	2.5	Yes (X)		$2,000	$0	$0
Brendan Canavan
Trustee (partial year)	1.0	2.5	Yes (X)		$0	$0	$0
Craig D Grant
Trustee	3.0	2.5	Yes (X)		$2,000	$0	$0
David Craig
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Donald H Robinson
Trustee	4.0	2.5	Yes (X)		$0	$0	$0
Edie Nixon
Chair	13.0	2.5	Yes (X)		$2,000	$0	$0
Erwin Roberts
Trustee	1.0	2.5	Yes (X)		$2,000	$0	$0
G Hunt Rounsavall Sr
Trustee	4.0	2.5	Yes (X)		$2,000	$0	$0
Gail Lyttle
Trustee	1.0	2.5	Yes (X)		$2,000	$0	$0
Gary L Stewart
Vice-Chair (partial yr)	5.0	2.5	Yes (X)		$2,000	$0	$0
Gregory E Mayes
Trustee	5.0	2.5	Yes (X)		$2,000	$0	$0
James L Sublett MD
Trustee	1.0	2.5	Yes (X)		$2,000	$0	$0
Judge Denise Clayton
Trustee	1.0	2.5	Yes (X)		$2,000	$0	$0
Lee K Garlove
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Maria Hampton
Trustee	2.0	2.5	Yes (X)		$2,000	$0	$0
Maria L Bouvette
Trustee	1.0	2.5	Yes (X)		$2,000	$0	$0
Martha K Heyburn MD
Trustee	1.0	2.5	Yes (X)		$2,000	$0	$0
Rev William J Schultz
Trustee	3.0	2.5	Yes (X)		$2,000	$0	$0
Richard R Ivey
Trustee	1.0	2.5	Yes (X)		$2,000	$0	$0
Richard S Wolf MD
Chair Emeritus	1.0	2.5	Yes (X)		$2,000	$0	$0
Rick Guillaume
Chair Emeritus (partial year)	1.0	2.5	Yes (X)		$0	$0	$0
Rita Hudson Shourds EdD
Trustee	1.0	2.5	Yes (X)		$0	$0	$0
Ronald Lehocky MD
Trustee	3.0	2.5	Yes (X)		$2,000	$0	$0
Sue Davis EdD RN
Trustee	1.0	2.5	Yes (X)		$2,000	$0	$0
Adam Kempf
Sr VP, CFO/Treasurer	30.0	21.0		Yes (X)	$1,039,507	$0	$178,515
Michael W Gough
Exec VP and COO	30.0	20.0		Yes (X)	$1,834,089	$0	$133,598
Robert B Azar
Sr VP Chief Legal Officer/Secretary	30.0	21.0		Yes (X)	$1,116,031	$0	$90,244
Charlotte Ipsan
Senior VP and Chief Hospital Officer	21.0	29.0			$198,638	$395,341	$126,651	Yes (X)
Douglas Winkelhake
Division President	50.0	0			$1,097,601	$0	$202,424	Yes (X)
Gladys Abarca-Lopez
Sr VP Chief HR Officer	50.0	0			$869,262	$0	$976,610	Yes (X)
James Frazier MD
VP Medical Affairs	50.0	0			$707,666	$0	$127,872	Yes (X)
Jim Meyers
Sys VP Revenue Cycle	50.0	0			$511,250	$0	$106,101	Yes (X)
Kathleen Exline
Sys VP Perf Excel & Care Continium	50.0	0			$506,488	$0	$99,239	Yes (X)
Kimberly Tharp-Barrie
Sr VP & CNO	50.0	0			$505,451	$0	$44,854	Yes (X)
Mark Kircher
Division VP Finance	50.0	0			$491,130	$0	$51,853	Yes (X)
Mary Lynn Meyer
Sr VP WCCP/ CDO	32.0	18.0			$242,754	$402,827	$115,005	Yes (X)
Mary Jo Bean
Sr VP Planning & Bus Analysis	50.0	0			$685,643	$0	$73,042	Yes (X)
Scott Watkins
Sr VP Operations	50.0	1.0			$771,364	$0	$155,802	Yes (X)
Shelly Gast
Sys VP Mngd Care & Payor Strategy	50.0	0			$498,479	$0	$91,405	Yes (X)
Steve Ready
Sr VP & CIO	50.0	0			$936,353	$0	$177,765	Yes (X)
Steven Heilman MD
Sr VP & Chief Innovation Officer	50.0	0			$741,568	$0	$136,270	Yes (X)
Steven Hester MD
Div President Provider Ops & Sys CMO	50.0	0			$1,287,903	$0	$245,004	Yes (X)
Brenda Runner
Sys VP Assoc General Counsel	50.0	0			$464,784	$0	$46,193		Yes (X)
Byron Lewis
Sys VP Health Policy	50.0	0			$465,246	$0	$95,468		Yes (X)
Helena Schulz
Sys VP Treasurer	50.0	0			$467,651	$0	$88,470		Yes (X)
Jennifer Evans MD
Sys VP Women's & Pediatric Svc Line	50.0	0			$621,174	$0	$710,331		Yes (X)
Stephen Wyatt MD
Chief Research Executive	50.0	0			$538,641	$0	$32,277		Yes (X)
Tracy Williams
Former Sr VP & CNO & Learning Officer	0.0	0			$511,980	$0	$18,750			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$21,928,755	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$798,168	TotReportableCompRltdOrgAmt
Total Other Compensation	$4,304,845	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	468	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/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	$7,724,496
Huron Consulting Services LLC
3005 Momentum Place		Chicago	IL	606895330	Consulting	$7,668,337
The CSI Companies Inc
P O Box 890841		Charlotte	NC	40202	Consulting	$4,828,785
Knowbrist Corp
409 Majestic Ct		Keller	TX	282890841	Contract Labor	$3,035,553
Vocera Communications Inc
P O Box 809087		Chicago	IL	606809087	Support for clinical alarms and alert systems	$2,408,435

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	126	CntrctRcvdGreaterThan100KCnt
Related Organizations	$2,802,797	RelatedOrganizationsAmt
Government Grants	$893	GovernmentGrantsAmt
Total Contributions	$2,803,690	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Management fees	900099	$390,204,701	$390,204,701
Net Patient Revenue	621999	$94,086,458	$94,086,458
Clinical Research Trials	541715	$22,136,225	$22,136,225
Education Programs	624190	$253,297	$253,297

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	$506,680,681	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$30,980,061	TotalRevenueColumnAmt
Exclusion	$30,980,061	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$287,957	TotalRevenueColumnAmt
Exclusion	$287,957	ExclusionAmt

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	$253,902,330	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$232,896,072	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$21,006,258	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$21,006,258	TotalRevenueColumnAmt
Exclusion	$21,006,258	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Credit Card Rebate	900099	$1,801,874	$1,801,874
Employee Emergency Fund	900099	$219,823	$219,823
Miscellaneous Income	900099	$3,902,461	$3,601,947	$300,514

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,532,396	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,532,396	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$7,456,554	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$569,215,201	TotalRevenueColumnAmt
Related Or Exempt Func Income	$513,836,721	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$300,514	UnrelatedBusinessRevenueAmt
Exclusion	$52,274,276	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	$8,398,597	TotalAmt
Program Services	$8,398,597	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$89,153	TotalAmt
Program Services	$89,153	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$18,531,946	TotalAmt
Program Services	$10,443,753	ProgramServicesAmt
Management And General	$8,088,193	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$683,124	TotalAmt
Program Services	$511,701	ProgramServicesAmt
Management And General	$171,423	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$179,241,758	TotalAmt
Program Services	$160,797,465	ProgramServicesAmt
Management And General	$18,444,293	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$8,476,500	TotalAmt
Program Services	$7,558,188	ProgramServicesAmt
Management And General	$918,312	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$21,110,968	TotalAmt
Program Services	$19,289,323	ProgramServicesAmt
Management And General	$1,821,645	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$14,222,757	TotalAmt
Program Services	$12,525,611	ProgramServicesAmt
Management And General	$1,697,146	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,733,737	TotalAmt
Program Services	$2,374,088	ProgramServicesAmt
Management And General	$359,649	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$745,000	TotalAmt
Program Services	$298,000	ProgramServicesAmt
Management And General	$447,000	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$120,000	TotalAmt
Program Services	$48,000	ProgramServicesAmt
Management And General	$72,000	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,607,015	TotalAmt
Program Services	$3,607,015	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$67,708,242	TotalAmt
Program Services	$52,276,033	ProgramServicesAmt
Management And General	$15,432,209	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,558,507	TotalAmt
Program Services	$6,630,141	ProgramServicesAmt
Management And General	$928,366	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$10,299,882	TotalAmt
Program Services	$8,441,471	ProgramServicesAmt
Management And General	$1,858,411	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,279,738	TotalAmt
Program Services	$1,036,223	ProgramServicesAmt
Management And General	$243,515	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$40,880,307	TotalAmt
Program Services	$40,880,307	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,187,576	TotalAmt
Program Services	$328,234	ProgramServicesAmt
Management And General	$26,859,342	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$25,270,890	TotalAmt
Program Services	$21,864,950	ProgramServicesAmt
Management And General	$3,405,940	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Equipment rental & repair	$68,595,358	$61,798,580	$6,796,778
Pharmacy Drugs	$86,240,044	$86,157,429	$82,615
Interest allocation	-$41,315,610	-$41,315,610
Insurance allocation	-$24,835,193	-$21,482,442	-$3,352,751

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,719,120	TotalAmt
Program Services	$2,958,394	ProgramServicesAmt
Management And General	$760,726	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$530,549,416	TotalAmt
Program Services	$445,514,604	ProgramServicesAmt
Management And General	$85,034,812	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$130,310,908	BOYAmt
EOY	$132,560,957	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$104,339,390	BOYAmt
EOY	$100,009,266	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$30,106,863	BOYAmt
EOY	$46,487,957	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	$4,152,545	BOYAmt
EOY	$4,923,682	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$64,805,861	BOYAmt
EOY	$69,509,243	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$338,390,507	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$244,637,860	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$73,808,950	BOYAmt
EOY	$93,752,647	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,657,061,621	BOYAmt
EOY	$1,332,611,103	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$620,654,574	BOYAmt
EOY	$596,866,651	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	$128,417,320	BOYAmt
EOY	$37,928,428	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,835,434,005	BOYAmt
EOY	$2,441,255,153	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$248,853,414	BOYAmt
EOY	$304,837,558	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$5,225,496	BOYAmt
EOY	$8,607,475	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,427,824,227	BOYAmt
EOY	$1,461,327,511	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	$1,031,615,458	BOYAmt
EOY	$619,261,328	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,713,518,595	BOYAmt
EOY	$2,394,033,872	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	$120,973,742	BOYAmt
EOY	$35,067,342	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$941,668	BOYAmt
EOY	$12,153,939	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$121,915,410	BOYAmt
EOY	$47,221,281	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,835,434,005	BOYAmt
EOY	$2,441,255,153	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$38,665,785	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$265,633,955	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$152,274,041	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	5	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (5 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
NORTON HOSPITALS INC
610703799	3	Yes (true)	$0	$2,276,375,707
COMMUNITY MEDICAL ASSOCIATES INC
611276316	9	false	$0	$910,014,197
NORTON HEALTHCARE FOUNDATION INC
310914919	7	false	$0	$1,577,189
THE CHILDREN'S HOSPITAL FND INC
616027530	7	false	$0	$6,409,281
Norton King's Daughters' Health Inc
350895832	3	false	$0	$2,280,860

Field	Value	IRS element (for citing)
Supported Organizations Total	5	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt
Other Support Sum	$3,196,657,234	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	false	OrganizationChangeSuprtOrgInd
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 (3 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 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 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 organizations that are operated to promote the general health of the community in conjunction with Norton Hospitals.
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	$120,000	OtherActivitiesAmt
Total Lobbying Expenditures	$120,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 Description of the activities reported on lines 1A through 1i	FormAndLineReferenceDesc
Explanation	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 $120,000.	ExplanationTxt

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	$34,507,637	OtherCostOrOtherBasisAmt
Depreciation	$25,889,912	DepreciationAmt
Book Value	$8,617,725	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$253,563,410	OtherCostOrOtherBasisAmt
Depreciation	$218,536,820	DepreciationAmt
Book Value	$35,026,590	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$48,193,653	OtherCostOrOtherBasisAmt
Depreciation	$211,128	DepreciationAmt
Book Value	$47,982,525	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$93,752,647	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS MASTER TRUST UNITS	$346,206,924	F
REAL ESTATE MASTER TRUST UNITS	$140,514,926	F
Private Equity Master Trust	$110,144,801	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$596,866,651	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDesc	AmtAmt
PAYABLE TO AFFILIATES	$393,623,470
SELF INSURANCE TRUST	$91,882,550
OTHER LIABILITIES	$77,788,659
INTEREST RATE SWAP LIABILITY
OTHER INSURANCE	$3,697,127
Pension	$52,269,522
Capital Lease
Deferred Income LT

Field	Value	IRS element (for citing)
Total Liability	$619,261,328	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	$387,744,038
Europe (Including Iceland and Greenland)	0	0	Investments	$9,708,146

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	$397,452,184	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$397,452,184	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 (73 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Goodwill Industries of Kentucky Inc
1325 South Fourth St	LOUISVILLE	KY	40208	610475284	501(c)(3)	$4,000,000	Support the construction and operation of the Goodwill Campus in West Louisville. Assist Goodwill's mission and become involved in the Campus.
Bates Community Development Corporation
				611303937	501(c)(3)	$1,400,000	Support to help strengthen and expand Bates' Healthy Hearts and Lifestyles program to address the unique health care needs that exist within Louisville's Smoketown and Shelby Park neighborhoods.
Ronald McDonald House Charities of Kentuckiana Inc
				311053467	501(c)(3)	$1,000,000	Support the expansion of RMH's provision of temporary accommodations for families of children receiving care within Louisville Medical Center
Board of Education of Jefferson County Kentucky
				616001316	Jefferson Co	$570,000	Program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
UNIVERSITY OF KENTUCKY
				616001218	state of KY	$210,000	Support University Pharmacy College programs and support UK Leadership Program for annual graduate student scholarship
KENTUCKY STATE TREASURERTeam Kentucky COVID-19 Memorial Fund
				610600439	170(c)(1)	$75,000	General program support Team Kentucky COVID-19 Memorial Fund
LEADERSHIP LOUISVILLE FOUNDATION INC
				310958491	501(c)(3)	$56,550	Support for leadership development program
METRO UNITED WAY INC
				610444680	501(c)(3)	$55,000	Support the engagement of the community to give, advocate and volunteer
Habitat for Humanity of Metro Louisville Inc
				581735528	501(c)(3)	$50,000	Funding for a home build project
Louisville Area Chamber of Commerce Inc
				610434089	501(c)(6)	$41,700	General Program support
COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY INC
				611100993	501(c)(3)	$40,000	General program support for meaningful change in and beyond Louisville.
WHAS CRUSADE FOR CHILDREN
				237075524	501(c)(3)	$35,000	Corporate Gift from Combined Giving Campaign/ Supporting children with special needs
FUND FOR THE ARTS INC
				610479626	501(c)(3)	$32,500	Supporting the development and education and quality of life through the arts
Community Medical Associates Inc
				611276316	501(c)(3)	$32,225	Support of a nurse practitioner for the Bellarmine student heatlh clinic and support locatl public schools for school-based telemedicine services
CHRISTIAN ACADEMY of Louisville Inc
				610907309	501(c)(3)	$29,200	General educational support and program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
LIGHTER THAN AIR BALLOON ADVENTURE LLC
				822120525	LLC	$25,257	providing hot air balloon ride certificates to not for profit organizations
SACRED HEART SCHOOLS INC
				611181710	501(c)(3)	$25,200	General education support and program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
ROTARY CLUB OF LOUISVILLE
				610325695	501(c)(3)	$25,000	Support promotion and networking of local business professionals
Presentation Academy Inc
				610507080	501(c)(3)	$25,000	General education support and program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
AMERICAN CANCER SOCIETY INC
				131788491	501(c)(3)	$24,000	Contribution for cancer prevention, outreach, patient services through Relay for Life
GILDA'S CLUB KENTUCKIANA
				201635170	501(c)(3)	$24,000	Providing Cancer care to patients in the community
MUHAMMAD ALI MUSEUM AND EDUCATION CENTER INC
				611323046	501(c)(3)	$23,000	providing educational programming, exhibits and parnterships that mobilize changemakers and advance social justice
CHRISTIAN ACADEMY OF INDIANA
				061686237	501(c)(3)	$22,500	Program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
KENTUCKY COUNTRY DAY SCHOOL
				610731998	501(c)(3)	$22,500	Program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
KENTUCKY PHYSICIANS HEALTH FOUNDATION INC
				611242062	501(c)(3)	$21,500	support for physicians, physician's assistants, surgical technicians, genetic counselors and athletic trainers.
LouisvilleJefferson County Metro Government
				320049006	Government	$20,000	Supporting hike bike and paddle- promotion of healthy lifestyle
GREATER LOUISVILLE SPORTS COMMISSION
				611365860	501(c)(3)	$19,000	promoting healthy lifestyles
AMERICAN HEART ASSOCIATION INC
				135613797	501(c)(3)	$16,000	Support Heart Health awareness
LOUISVILLE DOWNTOWN DEVELOPMENT CORP
				310992627	501(c)(3)	$15,000	Supporting Safety, cleanlinee and safety programs for the Downtown Louisvilel area redevelopment and planning for downtown district
THE COUNCIL OF STATE GOVERNMENTS
				366000818	501(c)(3)	$15,000	General program support for services for the most vulnerable adults and children
ARTHRITIS FOUNDATION INC
				581341679	501(c)(3)	$15,000	Support finding a cure and championing the fight against arthritis through vital information, advocacy, science and community.
KENTUCKY CHAMBER OF COMMERCE
				610405718	501(c)(6)	$15,000	General Program support
YMCA OF GREATER LOUISVILLE INC
				610444843	501(c)(3)	$15,000	Support for safe shelters, youth nutrition program, and youth refugee integration program
HOSPARUS INC
				610921718	501(c)(3)	$15,000	provide hospice and palliative care to individuals and families
Friend for Life A Cancer Support Network Inc
				611139410	501(c)(3)	$15,000	providing a network of resources to cancer survivors
HARPER SLADE LLC
				882618811	LLC	$14,800	Black Professional Mixer Sponsorship; Marketing $200.00;; Program support for equity and inclusion
Jefferson Community and Technical College Foundation Inc
				237035648	501(c)(3)	$14,200	General Support for healthcare careers to reduce deficit in the workforce
BRAIN INJURY ALLIANCE OF KENTUCKY
				611128496	501(c)(3)	$14,200	Outreach, education and support for patients with brain injuries
KIDS CANCER ALLIANCE INC
				611256743	501(c)(3)	$14,000	Support pediatric cancer patients
J B SPEED ART MUSEUM
				610444823	501(c)(3)	$13,700	General program support Sanford Biggers, Codeswitch exhibition
The Healing Place Inc
				611164775	501(c)(3)	$13,000	supporting homeless shelter for men and women
VOLUNTEERS OF AMERICA OF KENTUCKY INC
				610480950	501(c)(3)	$12,500	provide affordable housing and other assistance to low income families
FAMILY SCHOLAR HOUSE
				611285124	501(c)(3)	$12,000	Support mission of empowering families and youth to succeed in education and achieve life long self-sufficiency
BIG BROTHERS BIG SISTERS OF KENTUCKIANA
				616057856	501(c)(3)	$11,500	support for all children to reach their potential through professionall supported 1:1 relationships with volunteer mentors
JUNIOR ACHIEVEMENT OF KENTUCKIANAINC
				610476694	501(c)(3)	$11,450	support introduction of young people throughout our community to the realities and possibilities of the working world and personal finance
AMERICAN LUNG ASSOCIATION
				131632524	501(c)(3)	$11,400	improving lung health and preventing lung disease through education, advocacy and research
ASSUMPTION HIGH SCHOOL INC
				611133759	501(c)(3)	$11,075	General eductiona support and program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
LEADERSHIP SOUTHERN INDIANA
				351644080	501(c)(3)	$10,300	Support for leadership development program
Leukemia & Lymphoma Society Inc
				135644916	501(c)(3)	$10,000	Outreach, education and general support
JDRF INTERNATIONAL
				231907729	501(c)(3)	$10,000	funds type 1 diabetes research, provides a broad array of community and activist services to the T1D population
SPINA BIFIDA ASSOCIATION OF KENTUCKY INC
				311081176	501(c)(3)	$10,000	supporting education and resources for families affected by spina bifida
Home of the Innocents Inc
				610445834	501(c)(3)	$10,000	support the enrichment of the lives of children and families in our community
NEIGHBORHOOD HOUSE INC
				610445842	501(c)(3)	$10,000	Support children and families
ST JOHN CENTER INC
				611135907	501(c)(3)	$10,000	Support homeless population
LOUISVILLE OLMSTED PARKS CONSERVANCY INC
				611196368	501(c)(3)	$10,000	Preserving Louisville's historic parks and parkways
CITIZENS OF LOUISVILLE ORGANIZED AND UNITED TOGETHER
				611202173	501(c)(3)	$10,000	Program support of interfaith relations and social justice
LEADERSHIP KENTUCKY FOUNDATION INC
				311096215	501(c)(3)	$9,600	General donation to sustain LKY programs
NATIONAL MULTIPLE SCLEROSIS SOCIETY
				135661935	501(c)(3)	$9,000	Support education and resources related to multiple sclerosis
AMERICAN RED CROSS
				530196605	501(c)(3)	$9,000	Support red cross efforts of emergency assitance, disaster relief and education
NATIONAL KIDNEY FOUNDATION OF KENTUCKY
				610673518	501(c)(3)	$9,000	Supporting the awareness, prevention and treatment of kidney diesease
Kentucky Chapter - American College of Cardiology
				611225884	501(c)(3)	$8,540	General program support for education related to best practice and innovation in the field of cardiology
21st Century Parks Inc
				201780317	501(c)(3)	$8,400	PRESERVE, PROTECT AND MAINTAIN OPEN GREEN SPACES
MARCH OF DIMES FOUNDATION
				131846366	501(c)(3)	$8,000	Outreach, education and support for families with premature babies
Louisville Pride Foundation DBA Louisville Pride Festival
				471945331	501(c)(3)	$8,000	Support inclusion and unity for all
YOUTH ETHICS AND SKILLS CENTER
				262737625	501(c)(3)	$7,500	supporting youth to become positive leaders
SHIVELY AREA MINISTRIES INC
				611134579	501(c)(3)	$7,500	Contribution for health/wellness programs, medical assistance for underserved population in Shively Area
LDG DEVELOPMENT FOUNDATION
				834099012	501(c)(3)	$7,500	"Back to School" Initiative
INTEGRATING WOMAN LEADERS FOUNDATION INC
				471139202	501(c)(3)	$7,000	promotes acceleration of advancement for women in leadership
THE CENTER FOR WOMEN AND FAMILIES INC
				610444846	501(c)(3)	$6,700	Supporting the rebuild of families after spousal abuse
TELUGU ASSOCIATION OF KENTUCKIANA
				030528530	501(c)(3)	$6,500	Support of telugu people in the community
The Louisville Urban League Inc
				610444771	501(c)(3)	$6,000	provides workforce development services, housing services, and youth development & education services.
CYSTIC FIBROSIS FOUNDATION
				131930701	501(c)(3)	$5,700	Cystic Fibrosis patient support
BAPTIST SEMINARY OF KENTUCKY
				611312812	501(c)(3)	$5,400	empowering leadership for ministry

Field	Value	IRS element (for citing)
Total501c3 Org	68	Total501c3OrgCnt
Total Other Org	5	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	168	RecipientCnt
Cash Grant	$89,153	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. GRANTS WILL BE AWARDED FROM THE BOARD-DESIGNED FUND TO ADVANCE INITIATIVES THAT ARE ALIGNED WITH OR A DIRECT PART OF NORTON HEALTHCARE STRATEGIC PLAN. AWARDS ARE GRANTED FOR EDUCATION, RESEARCH, WORKFORCE DEVELOPMENT, COMMUNITY HEALTH AND/OR TECHNOLOGY OR EQUIPMENT OF SPECIAL NATURE. CASH ASSISTANCE IS AWARDED THROUGH THE COMMUNITY INITIATIVE COMMITTEE AND EXPENSED IN THE YEAR THAT THE CASH ASSISTANCE IS AWARDED. A REQUEST PROCESS IS IN PLACE TO ENSURE THAT THE REQUEST IS IN ALIGNMENT WITH THE NORTON HEALTHCARE VALUES AND STRATEGIC PLAN.	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 (25 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	$1,381,929	$0	$850,949	$0	$2,545,224	$0	$144,894	$0	$36,209	$0	$4,959,205	$0	$1,456,526	$0
Robert B Azar
Sr VP Chief Legal Officer/Secretary	$577,778	$0	$257,754	$0	$280,499	$0	$74,695	$0	$15,549	$0	$1,206,275	$0	$165,378	$0
Michael W Gough
Exec VP and COO	$1,006,097	$0	$501,896	$0	$326,096	$0	$101,573	$0	$32,025	$0	$1,967,687	$0	$31,939	$0
Adam Kempf
Sr VP, CFO/Treasurer	$617,611	$0	$278,616	$0	$143,280	$0	$144,879	$0	$33,636	$0	$1,218,022	$0	$78,012	$0
Tracy Williams
Former Sr VP & CNO & Learning Officer	$0	$0	$0	$0	$511,980	$0	$10,269	$0	$8,481	$0	$530,730	$0	$487,647	$0
Gladys Abarca-Lopez
Sr VP Chief HR Officer	$447,049	$0	$218,327	$0	$203,886	$0	$946,875	$0	$29,735	$0	$1,845,872	$0	$61,132	$0
Mary Jo Bean
Sr VP Planning & Bus Analysis	$188,209	$0	$393,980	$0	$103,454	$0	$60,126	$0	$12,916	$0	$758,685	$0	$50,816	$0
Kathleen Exline
Sys VP Perf Excel & Care Continium	$334,108	$0	$116,349	$0	$56,031	$0	$69,296	$0	$29,943	$0	$605,727	$0	$39,892	$0
James Frazier MD
VP Medical Affairs	$451,196	$0	$148,366	$0	$108,104	$0	$95,997	$0	$31,875	$0	$835,538	$0	$50,868	$0
Shelly Gast
Sys VP Mngd Care & Payor Strategy	$331,862	$0	$111,996	$0	$54,621	$0	$68,680	$0	$22,725	$0	$589,884	$0	$38,400	$0
Steven Heilman MD
Sr VP & Chief Innovation Officer	$415,595	$0	$211,723	$0	$114,250	$0	$102,354	$0	$33,916	$0	$877,838	$0	$50,812	$0
Steven Hester MD
Div President Provider Ops & Sys CMO	$779,470	$0	$361,670	$0	$146,763	$0	$209,998	$0	$35,006	$0	$1,532,907	$0	$101,268	$0
Charlotte Ipsan
Senior VP and Chief Hospital Officer	$183,608	$182,409	$0	$133,786	$15,030	$79,146	$87,392	$8,338	$13,169	$17,752	$299,199	$421,431	$0	$40,136
Mark Kircher
Division VP Finance	$306,101	$0	$92,052	$0	$92,977	$0	$28,157	$0	$23,696	$0	$542,983	$0	$0	$0
Mary Lynn Meyer
Sr VP WCCP/ CDO	$242,754	$137,725	$0	$185,806	$0	$79,296	$0	$92,920	$0	$22,085	$242,754	$517,832	$0	$52,024
Jim Meyers
Sys VP Revenue Cycle	$355,063	$0	$105,305	$0	$50,882	$0	$73,641	$0	$32,460	$0	$617,351	$0	$36,104	$0
Steve Ready
Sr VP & CIO	$517,319	$0	$283,552	$0	$135,482	$0	$145,763	$0	$32,002	$0	$1,114,118	$0	$70,996	$0
Scott Watkins
Sr VP Operations	$420,274	$0	$218,722	$0	$132,368	$0	$121,362	$0	$34,440	$0	$927,166	$0	$61,244	$0
Douglas Winkelhake
Division President	$607,605	$0	$317,668	$0	$172,328	$0	$170,476	$0	$31,948	$0	$1,300,025	$0	$88,948	$0
Kimberly Tharp-Barrie
Sr VP & CNO	$301,972	$0	$100,122	$0	$103,357	$0	$29,261	$0	$15,593	$0	$550,305	$0	$8,582	$0
Jennifer Evans MD
Sys VP Women's & Pediatric Svc Line	$419,797	$0	$124,426	$0	$76,951	$0	$687,413	$0	$22,918	$0	$1,331,505	$0	$49,772	$0
Byron Lewis
Sys VP Health Policy	$345,772	$0	$34,100	$0	$85,374	$0	$66,193	$0	$29,275	$0	$560,714	$0	$40,920	$0
Brenda Runner
Sys VP Assoc General Counsel	$269,368	$0	$92,485	$0	$102,931	$0	$24,849	$0	$21,344	$0	$510,977	$0	$0	$0
Helena Schulz
Sys VP Treasurer	$302,176	$0	$105,808	$0	$59,667	$0	$64,599	$0	$23,871	$0	$556,121	$0	$36,276	$0
Stephen Wyatt MD
Chief Research Executive	$399,423	$0	$96,538	$0	$42,680	$0	$26,213	$0	$6,064	$0	$570,918	$0	$9,635	$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 2022: Russell F. Cox - $30,000 Michael G. Gough - $30,000 Robert B. Azar - $17,500 Adam Kempf - $15,000 Tracy Williams - $11,442 Steve Hester - $17,500 Scott Watkins - $15,000 Gladys Abarca-Lopez - $14,135 Steve Ready - $15,000 James Frazier - $10,000 Steve Heilman - $15,000 Shelly Gast - $10,000 Douglas Winklehake - $17,500 Mary Jo Bean - $8,077 Helena Schulz - $10,000 Jennifer Evans - $10,000 Kathleen Exline - $10,000 Mark Kircher - $10,000 Charlotte Ipsan $5,769 Kimberly Tharp-Barrie - $11,923 Jim Meyers - $10,000 Byron Lewis - $15,000
Schedule J, Part I, Line 4a Severance or change-of-control payment	Severance payment was received during 2022 by Former Key Employee, Tracy Williams in the amount of $308,213; Key Employee, Gladys Abarca-Lopez in the amount of $29,408. 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 - $117,699 Michael W. Gough - $74,682 Robert Azar - $54,258 Adam Kempf - $125,316 Mary Lynn Meyer - $70,456 Mary Jo Bean - $45,917 Jennifer Evans - $61,844 Shelly Gast - $50,047 Kathleen Exline - $50,423 James Frazier - $77,409 Steven Heilman - $83,746 Steven Hester - $182,896 Steve Ready - $118,766 Scott Watkins - $92,369 Douglas Winkelhake - $140,889 Stephen Wyatt - $10,963 Helena Schulz - $44,150 Mark Kircher - $7,645 Gladys Abarca-Lopez - $77,316 Kimberly Tharp-Barrie - $7,819 Charlotte Ipsan - $69,414 Jim Meyers - $53,809 Byron Lewis - $50,943 Brenda Runner - $4,984 THE "PAYMENT RECEIVED" OUTLINED BELOW REPRESENTS CASH PAYMENTS THAT THE EMPLOYEE RECEIVED DURING 2022 AND CAN BE COMPRISED OF Current and or PRIOR YEARS EMPLOYEE AND EMPLOYER CONTRIBUTIONS. NAME - PAYMENT RECEIVED Russell F. Cox - $2,156,367 Michael W. Gough - $178,379 Robert Azar - $228,616 Adam Kempf - $115,476 Mary Lynn Meyer - $52,046 Mary Jo Bean - $64,801 Jennifer Evans - $59,573 Shelly Gast - $38,416 Kathleen Exline - $39,909 James Frazier - $69,824 Steven Heilman - $73,254 Steven Hester - $101,311 Steve Ready - $92,382 Scott Watkins - $91,374 Tracy Williams - $221,318 Douglas Winkelhake - $127,703 Stephen Wyatt - $9,635 Helena Schulz - $46,206 Mark Kircher - $49,829 Gladys Abarca-Lopez - $78,999 Kimberly Tharp-Barrie - $51,377 Charlotte Ipsan - $48,416 Jim Meyers - $36,119 Byron Lewis - $45,522 Brenda Runner - $68,796
Schedule J, Part I, Line 7 Non-fixed payments	In 2022, 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	$5,305,000	$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	$0	$0	$200,060,571	$0	$0	$0	$0	$0	$31,048	$200,029,523	$0	$0	2014	false	false	Yes (true)	Yes (true)
C	$33,840,000	$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	$87,520,000	$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)	0.0217	0.0217	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0109	0.0109	false	false	Yes (true)
C	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0082	0.0082	false	false	Yes (true)
D	false	false	false		false	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 (22 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 E: 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 AND GAIN/LOSS ON SETTLEMENT OF ASSETS.
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 LEFT BLANK 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 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 09/26/2018
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 (2 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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	UnspentUnspentAmt	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr
A	$0	$0	$479,492,394	$0	$0	$0	$0	$0	$35,022,965	$444,468,755	$672	false	false	false	Yes (true)
B	$4,435,000	$0	$82,810,000	$0	$0	$0	$586,527	$0	$0	$0	$0	Yes (true)	false	Yes (true)	Yes (true)	$82,223,473	2022

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0101	0.0	0.0101	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0072	0.0	0.0072	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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
A	false	Yes (true)	false	false	false	false	false	false	Yes (true)
B	false	Yes (true)	false	false	false	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Jessica Lloyd
Family member of Adam Kempf, Officer	$79,924	Compensation	false
Henry Winkelhake
Family member of Doug Winkelhake, Key Employee	$53,005	COMPENSATION	false
Debbie Hall
Family member of Adam Kempf, Officer	$31,078	Compensation	false
Cindy DiGenova
Family member of Shelley Gast, Key Employee	$169,027	Compensation	false
Craig Kircher
family member of Mark Kircher, Key Employee	$44,080	Compensation	false
Kaycee Nickell
Family member of Kimberly Tharp-Barrie, Key Employee	$144,867	Compensation	false
Brandon Freiberger
Family member of Charlotte Ipsan, Key Employee	$161,143	Compensation	false

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (20 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4a Program Service Accomplishment	(Continued from Part III) In 2022, Norton Healthcare, through its affiliate, Community Medical Associates Inc., had approximately 3.2 million patient encounters. Norton Healthcare's hospitals, diagnostic centers and Norton Cancer Institute served 68,001 inpatients and 712,991 outpatients, and saw 273,173 emergency room visits. In addition, Norton Healthcare hospitals' operating rooms cared for 16,981 inpatient surgical patients and 40,965 outpatient surgical patients. Additionally, 8,736 babies were delivered at Norton Healthcare birthing facilities at Norton Hospital, Norton Women's & Children's Hospital and Norton Kings Daughter's Hospital. In 2022, King's Daughters' Health joined Norton Healthcare and is now known as Norton King's Daughter's Health. Norton KDH is focused on delivering exceptional health services to families throughout southeast Indiana and portions of northern Kentucky. The main campus, including Norton King's Daughters' Hospital, is located in Madison, Indiana. Norton KDH also maintains provider offices in Versailles (IN), Vevay (IN), Hanover (IN), Carrollton (KY), and Milton (KY). As part of our commitment to improving the health of our community, Norton Healthcare provides funding for a wide array of lifesaving and life-enhancing services that benefit the communities we serve. In 2022, under its charity care program, Norton Healthcare provided free care to 6,869 patients, at a cost of $15.7 million. Also, Norton Healthcare 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, 9,286 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 $32.0 million and contributions to community groups were $2.2 million. Norton Healthcare employees donated more than 220,000 hours of community service, a benefit valued at more than $1.6 million in salaries. In addition, many employees self-reported personal volunteer activities. Norton Healthcare provides programmatic support to the UofL School of Medicine through funding and facilities. During the 2022 calendar year, 211 residents completed clinical rotations in 50 specialties at Norton Healthcare 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 * Norton Healthcare employees and physicians gave nearly $837,000 in the 2022-2023 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 Norton Children's Hospital Foundation and Norton Healthcare Foundation. * In 2022, 75 employees helped "raise the roof" on Norton Healthcare's 17th Habitat for Humanity home at 517 Iowa Ave., Louisville, Kentucky. * In 2022, an estimated 1,404 Norton Healthcare employees donated time and funds to plan, purchase and deliver gifts, food and clothing for the Caring Tree program. The program assisted 625 employees and their 1,367 children by providing for their families at Christmas. * Norton Healthcare donated 210 syringe pumps to Smiths Medical in 2022. Smiths Medical is a leading global manufacturer of specialty medical devices that provides innovative and lifesaving solutions for the world's healthcare markets. The company specializes in infusion therapy, vascular access, and vital care. * The Institute for Health Equity, a Part of Norton Healthcare, was formed in 2020 to address health and racial inequities in our community. The institute's main office, located at 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. Norton Healthcare's community medical directors, all practicing physicians, are rooted within the institute to provide services and health education in communities and neighborhoods with the largest needs. The Institute for Health Equity 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. The planned construction of Norton West Louisville Hospital was announced on Feb. 23, 2022, by Norton Healthcare, Goodwill Industries of Kentucky and Kentucky Gov. Andy Beshear. Opening in mid-2024, this hew hospital 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. 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 approximately 100 new jobs. The new hospital is part of the Norton Healthcare 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 groundbreaking ceremony for the campus took place on June 28, 2022. More information is available at WestLouisvilleHospital.org. Community education and workforce development As one of Kentucky's largest health care systems, Norton Healthcare has established a culture of continual, lifelong learning. Opportunities are available through our Human Resources Department's Workforce Development team and our Norton Healthcare Institute for Education & Development. Workforce Development 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. Norton Healthcare 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 2022, Workforce Development financially supported nearly 850 students with over $5.4 million in educational assistance programs. * In 2022, Workforce Development provided nearly 1,160 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 Norton Healthcare 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 Norton Healthcare and over 100 colleges and universities nationally. Since 2014, this program has assisted more than 1,000 graduates continue their careers with Norton Healthcare. * In 2018, Norton Healthcare was one of the founding partners in Jefferson County Public Schools' Academies of Louisville - a strategic pipeline development program established in conjunction with the local public school system. Jefferson County Public Schools created an academy model in which students have the opportunity to select career-focused education and earn industry-recognized credentials while in high school. Norton Healthcare transformed its summer program and previous high school scholarship offerings into a comprehensive internship program for students on the health care academy track. The program hires high school seniors who are enrolled in a health care academy pathway to participate in career exploration in identified health care areas. Beginning in their sophomore year, Jefferson County Public Schools' health care academy students explore career pathways in one of four key areas: patient care, medical office, allied health and pharmacy technician. Each phase offers a rigorous curriculum, training in business acumen and professional development, and hands-on learning opportunities in the students' chosen career fields. The goal is to transition graduating students into staff positions within our organization after completion of the program. Tuition assistance is offered for these new employees to continue their academic and career pursuits while working at Norton Healthcare in the field of their choice.
Form 990, Part III, Line 4a Program Service Accomplishment	Continued * In 2019, Norton Healthcare announced a strategic partnership program with UPS and its Metropolitan College program. Norton Healthcare-UPS Health Care Career Tracks provides a two-plus-two method, splitting a four-year bachelor's degree into two parts. Typically, the first two years are spent working with UPS in a general or preclinical designation, and then the student begins their clinical program in the remaining two years. This transition allows students to explore employment with Norton Healthcare, as well as become a Norton Healthcare Scholar. This program helps to support career readiness in a health care-related field. The combined tuition assistance offers students a debt-free way to get a college education while working with two of the leading companies in the region. * Established in 2017, the Student Nurse Apprenticeship Program (SNAP) is a 12- to 18-month apprentice model let by Norton Healthcare Center for Nursing Practice, a part of Norton Healthcare Institute for Education & Development. Student nurses in the program engage in hands-on learning with an experienced nurse while living the mission of Norton Healthcare. * In 2019, Norton Healthcare launched two new apprenticeship programs. The Surgical Technologist Apprenticeship Program and the Respiratory Therapy Apprenticeship Program allow students to work and learn with tuition assistance as they grow their careers with Norton Healthcare. Development of 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 Norton Healthcare workforce. Several apprenticeship cohorts run throughout each year. * In 2022, Norton Healthcare Center for Nursing Practice, a part of Norton Healthcare Institute for Education & Development, created the Student Healthcare Assistant employment opportunity. 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. Norton Healthcare Institute for Education & Development provides learning opportunities to enhance the professional, educational and personal development of all employees. It consists of seven centers: the Center for Academic Affairs, Center for Allied Health, Center for Continuing Medical, Nursing & Provider Education, Center for eLearning & Clinical Documentation Support, Center for Nursing Practice, Center for Professional Growth, and Center for System Nursing & Ancillary Education. The Center for Professional Growth provides learning and growth opportunities that meet the needs of Norton Healthcare employees. Three types of leadership development courses are offered to address the needs of new, aspiring and current leaders: N the Know: This is our orientation program for new leaders. Newly hired leaders and those promoted into leadership positions are automatically enrolled. The program consists of four required courses and six elective courses. Learning the Norton Way: This six-week program is focused on preparing employees for leadership. Employees who wish to attend are required to obtain approval from their leaders. Leading the Norton Way: This program is for current Norton Healthcare leaders. It is a six-week program focused on best practices for effective leadership. Additional leadership development is provided through quarterly Norton Healthcare leadership conferences. Staff development programs include general enrichment courses and personal and professional development opportunities that honor Norton Healthcare's commitment to lifelong learning. A variety of online and instructor-led courses focus on learning topics such as communication, diversity, interpersonal relationship-building, accountability and proficiency in Microsoft Office tools. Norton Healthcare uses a comprehensive learning management system to provide a variety of online programs that enable staff in any specialty as well as other employees to expand their knowledge and skills. These programs were designed to meet the needs of Norton Healthcare, as well as our community, and to ensure the highest quality of patient care. Norton Faith & Health Ministries Norton Faith & Health Ministries partners with faith communities to weave together health and wellness promotion with the intentional care of the spirit. The department provides mentoring, educational resources and networking opportunities to assist health ministry coordinators and faith community nurses in ministering to their members. In 2022, the department engaged in 69 events with faith partners, including, but not limited to: Partnering with a network of 183 faith communities to promote whole-person health and wellness, provide health educational tools and health screenings, and one-on-one health ministry mentoring. Conferences, including, post COVID, restarting the annual faith leaders conferences which in 2022 was, "Resources for Faith Leaders: Ministering in a Divided World" Sponsoring health ministry networking programs on emergency preparedness, aging gracefully, sharing health ministry best practices, and health care event planning. 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 The department 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 bimonthly newsletter to 1,400 subscribers, and multiple issues of the "Health Ministries Connection" newsletter to faith communities, Norton Healthcare employees and more. Pastoral Care Department Organizational -activity and patient volumes returned to normal in 2022. Learning from the pandemic, an increased use of technology and virtual communication helped bring comfort and hope to staff, patients and families 24 hours a day, 7 days a week, across the five hospitals in Louisville and many outpatient areas that make up Norton Healthcare. Leadership consistently called on chaplains to be a resource for employees who were experiencing stress and burnout post-pandemic. Chaplain referrals and employee resources were regularly highlighted in leadership communications, alongside efforts to increase support for staff in outpatient and medical practice areas. Chaplains provided care in nearly 30,000 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 Norton Healthcare system. Norton Heart & Vascular Institute Norton Heart & Vascular Institute, a part of Norton Healthcare, is the Louisville area's leading cardiovascular disease prevention and treatment program. Each year, Norton Heart & Vascular Institute provides diagnostic, medical, interventional and surgical care for thousands of patients from Kentucky and Southern Indiana. A team of specialists treats patients at Norton Healthcare's four adult-service hospitals in Louisville and numerous diagnostic outpatient and specialty centers throughout Greater Louisville. Each facility is accredited through the American College of Cardiology's Accreditation Services, which ensures the highest-quality standards for diagnostic services. All four of Norton Healthcare's adult acute-care hospitals in Louisville are accredited by the American College of Cardiology's Accreditation Services as Chest Pain Centers, with the highest accreditation level possible for facilities able to treat heart attacks. Three of these facilities - Norton Audubon Hospital, Norton Brownsboro Hospital and Norton Hospital - serve as American Heart Association award-winning regional PCI (percutaneous coronary intervention) receiving centers and participate in the state's first regional STEMI program, providing 24/7 care for
Form 990, Part III, Line 4a Program Service Accomplishments	continued patients from throughout Kentucky and Southern Indiana who experience the most severe type of heart attack. Norton Heart & Vascular Institute 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 Norton Heart & Vascular Institute Heart Rhythm Center provides state-of-the-art monitoring and a comprehensive suite of treatment options for all types of heart arrhythmias. Norton Heart & Vascular Institute opened a Women's Heart Program office staffed by a fellowship-trained cardiologist who specializes in and studies women's heart care. 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 endovascular and open surgical procedures, including balloon angioplasty and stenting, carotid endarterectomy, endovascular abdominal and thoracic aortic aneurysm repair with stent grafts, minimally invasive transcarotid artery revascularization, and radiofrequency and laser ablation. Norton Orthopedic Institute Norton Orthopedic Institute provides advanced orthopedic care for all bones and joints, and for people of all ages. Norton Orthopedic Institute 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. Norton Orthopedic Institute's hip and knee replacement program has been certified as an Orthopaedic Center of Excellence by DNV Healthcare, 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, Norton Orthopedic Institute 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 offers a complete range of services with an emphasis on caring for the whole woman - mind, body and spirit. Services focus on the health and wellness of women at all stages of life - adolescence, pregnancy, motherhood, midlife and beyond. More women choose Norton Women's Care at Norton Hospital and Norton Women's & Children's Hospital to deliver their babies than any other facility in the region. In 2022, Norton Women's Care birthing facilities at Norton Hospital, Norton Women's & Children's Hospital and Norton Kings' Daughter's Hospital provided care and medical services for 8,736 deliveries. Norton Women's Care was recognized as High Performing in Adult Maternity Care (Uncomplicated Pregnancy) by U.S. News & World Report. Specialty services include full gynecologic care; pelvic health program; obstetrics, including high-risk pregnancy care; 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. Norton Women's Care also offers a variety of educational wellness programs through the Marshall Women's Health & Education Center- St. Matthews campus. Instructors continue to teach at the Healthy Equity Institute, Norton Hospital and Norton Women's and Children's Hospital. In 2022, classes were expanded to reach more of the community and two new sites were added for prenatal classes, including Americana, which offers Spanish classes, and Elizabeth Catholic Charities. Marshall Women's Health & Education Center also participated in multiple health fairs throughout the community in 2022. Norton Children's Prevention & Wellness Norton Children's Prevention & Wellness is supported by the Norton Children's Hospital Foundation, which raises funds exclusively for the not-for-profit Norton Children's Hospital 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 2022, 626 virtual and in-person car seat checks were completed. Additionally, 110 new child passenger safety technicians were certified on how to properly install car seats. More than 10,000 third and fourth graders across Kentucky learned about bicycle safety through the Norton Children's Hospital Bike Safety Rodeo in 2022. The Safety City program welcomed over 3,900 second-grade students to learn about bike and pedestrian safety. In a virtual program, more than 4,800 kindergarten students participated in the 39th annual Children and Hospitals Week event. Children and Hospitals Week is designed to teach safe decisions and behaviors to help lessen the fear and anxiety children may have about coming to a hospital. 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. Norton Children's Food Pantries served over 20,000 individuals with food insecurity needs, a more than 20% increase compared to 2021. Norton Children's Prevention & Wellness provided 16,000 toothbrush packs to community members and distributed over 2,300 fluoride treatments to dental practices. Virtual classes continued in 2022, serving over 750 individuals with prevention and wellness programming. Events included cooking workshops, child safety classes and safe grandparenting classes. The "Just for Kids" Transport Team transports babies and children from across the region to Norton Children's Hospital. Transportation is provided helicopter and five specially equipped ambulances known as mobile intensive care units. In 2022, 2,985 transportation trips were completed. Kentucky Poison Control Center of Norton Children's Hospital Norton Children's Hospital is home to the Kentucky Poison Control Center. In 2022, the center received more than 40,000 calls and provided continued assistance through more than 42,000 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 center provided treatment consultation and education about how to correctly handle exposures to poisons. In addition, the center distributed more than 35,000 prevention education resources to physicians' offices, health departments and schools, and almost 1,000 packets of materials to individuals who called the poison hotline at (800) 222-1222, which is available 24 hours a day, 7 days a week. The staff of the poison control center also answer the Kentucky HIV and Kentucky Opioid Assistance and Resource hotlines. Norton Neuroscience Institute Established in early 2009, Norton Neuroscience Institute is the region's leading provider of neurological care. The multidisciplinary comprehensive program has more than 110 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 neurological 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 Cressman Neurological Rehabilitation, which offers advanced technology and specialized services in one location. Norton Neuroscience Institute provides leadership for a system of stroke care, including at Norton Brownsboro Hospital, designated as a Comprehensive Stroke Center by DNV Healthcare Inc., representing the highest level of stroke care. In addition, The Joint Commission has certified Norton Audubon Hospital and
Form 990, Part III, Line 4a Program Service Accomplishments	continued Norton Hospital as Primary Stroke Centers, and Norton Women's & Children's Hospital as an Acute Stroke Ready Hospital. Norton Neuroscience Institute 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 Norton Neuroscience Institute, patients and their families have access to support resources to manage their diagnoses through two Norton Neuroscience Institute Resource Centers. The resource centers offer dedicated patient navigators, support groups, exercise programs and extensive educational resources. Norton Community Medical Associates Norton Community Medical Associates offices provide primary care in Louisville, Southern Indiana and surrounding areas at over 30 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, Norton Community Medical Associates - La Clinica Preston, Norton Healthcare's 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 Latinx community and families. Norton Prevention & Wellness Norton Prevention & Wellness is supported by the Norton Healthcare Foundation, which raises funds exclusively for Norton Healthcare's adult-services hospitals and services. In 2022, Norton Prevention & Wellness staff provided preventive screenings aboard the Norton Prevention & Wellness Mobile Prevention Center in collaboration with various community partners. Over 1,541 women received mammograms and/or wellness exams, including cervical cancer screenings, aboard the mobile unit. . Of those, approximately 13% had not been screened in the past five years and 11.3% had never had a mammogram. Of the 169 Mobile Prevention Center 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 1,372 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 143 people and 52 people received at-home testing kits. To help eliminate barriers to care, Norton Prevention & Wellness 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 1,804 health screenings (blood pressure, body mass index, glucose and cholesterol levels) for 952 participants in multiple locations throughout Jefferson County and surrounding counties, including in Southern Indiana. Each participant received education on healthy lifestyle choices, such as diet and exercise. Group education on various health and wellness topics was provided throughout the year. Norton Prevention & Wellness conducted 11 American Lung Association Freedom from Smoking classes in 2022. Nearly half of the attendees reported being tobacco free. In 2022, the Get Healthy Walking Club increased by 2000 members and reached over 8,000 total members. Members have free access to walk at the Louisville Zoo each day from March through October, from 8 to 9:30 a.m. Norton Healthcare Research Office Norton Healthcare guides one of the largest portfolios of clinical research of any community health care system in the United States. At any time, more than 750 clinical studies are active or pending at Norton Healthcare. These studies engage more than 400 Norton Healthcare staff and significantly impact our patients and their families. Areas of clinical research focus include pediatrics, oncology, cardiology, orthopedics and spine, infectious diseases, neurology, neurosurgery and pulmonology. Norton Healthcare 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 2022, Norton Healthcare started building its research capacity and infrastructure to address health disparity issues in our community and region. This research stream will be coordinated through the Institute for Health Equity, a Part of Norton Healthcare. Norton Cancer Institute Norton Cancer Institute'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 of specialists offers patients the latest in treatments and technology focused on cancer prevention, diagnosis, care and survivorship across a broad range of specialties that include behavioral oncology, gynecologic oncology, hematology, medical oncology, neuro-oncology, oncologic dermatology, orthopedic oncology and radiation oncology. Norton Cancer Institute offers state-of-the-art medicbural, 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 Norton Cancer Institute Resource Centers. Norton Cancer Institute 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 2022, Norton Children's Hospital Foundation and Norton Healthcare Foundation raised $40.9 million in support of care at Norton Children's Hospital and its sister facilities, and Norton Healthcare's adult-service facilities. Grants totaling more than $17.9 million were invested in Norton Healthcare 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. Support for the Norton Children's Autism Center, affiliated with including driving simulation equipment, a parent resource library and supplies for patients Pediatric community health safety van provided through Norton Children's Prevention & Wellness The Heel, Dog, Heal facility dog program across Norton Healthcare facilities, including 11 trained dogs and their handlers Transport isolette for the "Just for Kids" Transport Team Support for the Norton Cancer Institute Genomics Lab Norton Heart & Vascular Institute cardiology and pulmonary mapping system Expressive therapists for Norton Cancer Institute Pat Harrison Resource Center Fellowship director for Norton Leatherman Spine Operational funding for the Norton Children's Prevention & Wellness team, including the Safety City and No Kid Hungry programs, as well as additional education and outreach *Clinical research nurse at Norton Children's Cancer Institute, affiliated with the UofL School of Medicine
Form 990, Part V, Line 1a COMMON PAYING AGENT 1099S	NORTON HEALTHCARE, INC., EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NORTON HEALTHCARE, INC., 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 NORTON HEALTHCARE, INC. ON BEHALF OF THESE NAMED ENTITIES. FOR PURPOSES OF PART V, LINE 1, THE NUMBER OF 1099S REPORTED AND FILED FOR 2022 BY NORTON HEALTHCARE, INC., WAS APPROXIMATELY 1290. NORTON HEALTHCARE, INC., HAS APPROXIMATELY 126 INDEPENDENT CONTRACTORS EXCEEDING $100,000 FOR 2021. NORTON HEALTHCARE, INC., THE COMMON PAYING AGENT, REPORTED 953 VENDORS ON FORM 1096 FOR 2022.
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., EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NORTON HEALTHCARE INC, AND ALL AFFILIATES. NORTON HEALTHCARE, INC. 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 EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NORTON HOSPITALS, INC., NORTON PROPERTIES, INC., COMMUNITY MEDICAL ASSOCIATES, INC., NORTON HEALTHCARE FOUNDATION, INC., AND THE CHILDREN'S HOSPITAL FOUNDATION, INC. THEREFORE, ALL APPLICABLE IRS TAX COMPLIANCE FILINGS ARE REPORTED BY NORTON HEALTHCARE, INC. ON BEHALF OF THESE NAMED ENTITIES. NORTON HEALTHCARE, INC. HAS APPROXIMATELY 3,959 EMPLOYEES. NORTON HEALTHCARE, INC., THE COMMON PAYING AGENT, REPORTED 22,822 EMPLOYEES ON FORM W-3 FOR 2022.
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 5, 2023 Norton Healthcare, Inc. (NHC) Finance Committee meeting and at the October 26, 2023 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 Kings Daughter's 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 2021 for the 2022 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
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., and Norton King's Daughters' Health, 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 or the form 990 as reportable compensation to the trustee receiving stipends in 2022.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	Other non operating income - Total Revenue: 1532396, Related or Exempt Function Revenue: 1532396, 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: 53877974, Program Service Expense: 44456412, Management and General Expenses: 9421562, Fundraising Expenses: ; Other expenses - Total Expense: 2327772, Program Service Expense: 915472, Management and General Expenses: 1412300, Fundraising Expenses: ; Contract Labor - Total Expense: 1382433, Program Service Expense: 1185416, Management and General Expenses: 197017, Fundraising Expenses: ; Professional Fees - Total Expense: 196314, Program Service Expense: 196314, Management and General Expenses: , Fundraising Expenses: ; Research Department Fees - Total Expense: 741411, Program Service Expense: 741411, Management and General Expenses: , Fundraising Expenses: ; Collection Fees - Total Expense: 2382953, Program Service Expense: 2061254, Management and General Expenses: 321699, Fundraising Expenses: ; Marketing Fees - Total Expense: 6799385, Program Service Expense: 2719754, Management and General Expenses: 4079631, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	AFFILIATE TRANSFER - 27767; SWAP MARK TO MARKET ADJUSTMENT - 14825987; CHANGE IN MINIMUM PENSION LIABILITY - -6060439; CHANGE IN NET PERIODIC PENSION COST - -1619372; Excess of consideration paid over net assets acquired - XXX-XX-XXXX; Pledge Receivable adjustment - 11438485; Audit to Book tax adjustment - -5000;
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, 2022. The other components of net periodic pension cost was $1.6 million for year ended December 31, 2022.

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	$101,082,113	TotalIncomeAmt
End Of Year Assets	$13,448,322	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	$2,276,375,707	FMV
Norton Hospitals Inc
S	$2,420,960,705	FMV
Community Medical Associates Inc
R	$910,014,197	FMV
Community Medical Associates Inc
S	$720,731,872	FMV
Norton Properties Inc
R	$78,819,737	FMV
Norton Properties Inc
S	$80,423,990	FMV
The Children's Hospital Foundation Inc
R	$6,409,281	FMV
The Children's Hospital Foundation Inc
S	$17,714,787	FMV
Norton Healthcare Foundation Inc
R	$1,577,189	FMV
Norton Healthcare Foundation Inc
S	$4,239,848	FMV
Norton Enterprises Inc
R	$342,656	FMV
Norton Enterprises Inc
S	$1,417,457	FMV
Norton Healthcare Foundation Inc
C	$2,228,425	FMV
The Children's Hospital Foundation Inc
C	$574,372	FMV
Norton King's Daughters' Health Inc
R	$2,280,860	FMV
Norton King's Daughters' Health Inc
S	$368,452,283	FMV