NORTON HEALTHCARE INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: NORTON HEALTHCARE INC (EIN 61-1028725)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-06
IRS object ID: 202543109349302839
Schema version: 2024v5.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-06T15:15:00+00:00	ReturnTs
Tax Period End	2024-12-31	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	4801 Olympia Park Plaza Suite 4000	AddressLine1Txt
City	Louisville	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	402412098	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	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 FLOOR	AddressLine1Txt
City	Louisville	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	402022025	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Adam Kempf	PersonNm
Person Title	Senior VP & CFAO	PersonTitleTxt
Signature	2025-11-06	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RACHEL SPURLOCK	PreparerPersonNm
PTIN	P00520729	PTIN
Phone	5023263996	PhoneNum
Preparation	2025-11-06	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$1,220,571,600	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	18	VotingMembersGoverningBodyCnt
Voting Members Independent	17	VotingMembersIndependentCnt
Total Employee	5716	TotalEmployeeCnt
Total Volunteers	1	TotalVolunteersCnt
Total Gross UBI	-$694,276	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$252,562	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$11,642,911	PYContributionsGrantsAmt
CY Contributions Grants	$4,670,810	CYContributionsGrantsAmt
PY Program Service Revenue	$545,625,743	PYProgramServiceRevenueAmt
CY Program Service Revenue	$592,291,987	CYProgramServiceRevenueAmt
PY Investment Income	$53,769,555	PYInvestmentIncomeAmt
CY Investment Income	$112,410,264	CYInvestmentIncomeAmt
PY Other Revenue	-$3,936,117	PYOtherRevenueAmt
CY Other Revenue	$49,992,565	CYOtherRevenueAmt
PY Total Revenue	$607,102,092	PYTotalRevenueAmt
CY Total Revenue	$759,365,626	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,443,803	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$51,377,832	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$270,691,164	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$322,980,399	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$306,984,619	PYOtherExpensesAmt
CY Other Expenses	$360,111,716	CYOtherExpensesAmt
PY Total Expenses	$580,119,586	PYTotalExpensesAmt
CY Total Expenses	$734,469,947	CYTotalExpensesAmt
PY Revenues Less Expenses	$26,982,506	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$24,895,679	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,403,379,569	TotalAssetsBOYAmt
Total Assets EOY	$2,604,396,769	TotalAssetsEOYAmt
Total Liabilities BOY	$2,195,789,381	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,331,085,105	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$207,590,188	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$273,311,664	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	$620,065,679	ExpenseAmt
Grant	$51,377,832	GrantAmt
Revenue	$755,389,092	RevenueAmt
Desc	Norton Healthcare Inc. is a not-for-profit corporation serving adult and pediatric patients from throughout Greater Louisville, Southern Indiana, the commonwealth of Kentucky and beyond. The not-for-profit hospital and health care system has six Louisville-based hospitals and three hospitals in Southern Indiana. Norton Healthcare expanded services in 2024 with the addition of Norton West Louisville Hospital. This new hospital adds to the recent additions of Norton King's Daughters Health in 2022 and Norton Clark Hospital and Norton Scott Hospital in 2023. Norton West Louisville Hospital opened in November 2024. The hospital offers comprehensive services, including adult and pediatric primary care physician offices, emergency department services, inpatient services and outpatient functions. Imaging services, including X-rays and CT scans, are available, along with specialty services such as women's health, cardiology, neurology and endocrinology. Some physician offices offer evening hours as well. (Continued on Schedule O)	Desc
Total Program Service Expenses	$620,065,679	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
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	1659	IRPDocumentCnt
IRP Document W2 G	3	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	5716	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	18	GoverningBodyVotingMembersCnt
Independent Voting Member	17	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
Policies Reference Chapters	false	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Phone	5026298263	PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Russell F Cox
President & CEO/Trustee	30.0	20.0	Yes (X)	Yes (X)	$3,633,654	$0	$482,184
Barry Pennybaker
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Craig D Grant
Vice Chair	2.0	3.5	Yes (X)		$2,000	$0	$0
Donald H Robinson
Trustee	4.0	3.5	Yes (X)		$0	$0	$0
Edie Nixon
Chair	13.0	3.5	Yes (X)		$2,000	$0	$0
G Hunt Rounsavall Sr
Trustee	4.0	3.5	Yes (X)		$2,000	$0	$0
Gail Lyttle
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Gary L Stewart
Trustee	4.0	3.5	Yes (X)		$2,000	$0	$0
Gregory E Mayes
Trustee	3.0	3.5	Yes (X)		$2,000	$0	$0
James L Sublett MD
Trustee (PARTIAL YEAR)	1.0	3.5	Yes (X)		$2,000	$0	$0
Joe Craig
Trustee	1.0	4.5	Yes (X)		$0	$2,000	$0
Judge Denise Clayton
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Lee K Garlove
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Maria Hampton
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Maria L Bouvette
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Martha K Heyburn MD
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Richard R Ivey
Trustee	1.0	3.5	Yes (X)		$2,000	$0	$0
Ronald Lehocky MD
Trustee	3.0	3.5	Yes (X)		$2,000	$0	$0
Sue Davis EdD RN
Trustee	3.0	3.5	Yes (X)		$2,000	$0	$0
Adam Kempf
Sr VP & CFAO	30.0	20.0		Yes (X)	$1,418,297	$0	$241,646
Michael W Gough
Exec VP and COO (partial year)	30.0	20.0		Yes (X)	$3,200,723	$0	$16,296
Robert B Azar
Sr VP Chief Legal Officer/Secretary	30.0	20.0		Yes (X)	$1,125,537	$0	$176,992
Charlotte Ipsan
Senior VP & Chief Hospital Officer	21.0	29.0			$1,044,527	$0	$185,407	Yes (X)
Douglas Winkelhake
Sys VP Norton Neurology Institute tho	50.0	0			$942,990	$0	$170,319	Yes (X)
James Frazier MD
Sys VP & Chief Medical Office	50.0	0			$864,617	$0	$152,220	Yes (X)
Jim Meyers
Sys VP, Revenue Cycle	50.0	0			$610,820	$0	$120,479	Yes (X)
John Hammond
Senior VP & Chief Human Resources Officer	50.0	0			$719,020	$0	$149,007	Yes (X)
Kimberly Tharp-Barrie
Sr VP, CNO	50.0	0			$801,010	$0	$149,505	Yes (X)
Laura Chandler
SRVP Administration & Governance and Chief of Staff	50.0	0			$494,326	$0	$1,075	Yes (X)
Mark Kircher
Division VP, Finance	50.0	0			$538,726	$0	$103,368	Yes (X)
Mary Lynn Meyer
Sr VP WCCP/ CDO	32.0	18.0			$536,938	$254,712	$128,645	Yes (X)
Renee Murphy
Sr VP, Chief Marketing & Communications Officer	50.0	0			$707,522	$0	$119,308	Yes (X)
Scott Watkins
Senior VP & Chief Integration and Performance Officer	49.0	1.0			$851,210	$0	$180,750	Yes (X)
Shelley Gast
Senior VP & Chief Revenue Officer	50.0	0			$631,613	$0	$106,182	Yes (X)
Steve Ready
Sr VP & CIO	50.0	0			$1,083,319	$0	$213,455	Yes (X)
Steven Heilman MD
Sys VP & Chief Medical Information Officer	50.0	0			$801,186	$0	$144,189	Yes (X)
Steven Hester MD
Senior VP & Chief Clinical and Strategy Office	50.0	0			$1,641,761	$0	$307,880	Yes (X)
Tammy McClanahan
SYS VP Cancer & Hospital Outpatient Service Line	50.0	0			$490,139	$0	$105,610	Yes (X)
Vanessa Garrett
SYS VP Chief Audit, Compliance & Privacy Officer	50.0	0			$485,902	$0	$101,476	Yes (X)
Andrew McCarthy
Sys VP, Facilities Management	50.0	0			$590,016	$0	$107,655		Yes (X)
Helena Schulz
Sys VP, Treasurer	50.0	0			$500,763	$0	$99,024		Yes (X)
Mark McDonald
Sys VP Pediatric Medical Affairs	50.0	0			$624,887	$0	$3,681		Yes (X)
Mark Moussette
Sys VP, Chief Technology Officer	50.0	0			$505,162	$0	$99,264		Yes (X)
Stephen Wyatt MD
Chief Research Executive	50.0	0			$598,075	$0	$33,911		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$25,474,740	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$256,712	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,699,528	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	924	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	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
Impact Advisors LLC
PO Box 735842	Chicago	IL	60673	Consulting	$11,468,632
Technical Youth LLC
PO Box 201265	Dallas	TX	75320	Consulting	$9,318,191
Firstsource Solutions USA LLC
10400 Linn Station Rd	Louisville	KY	40223	Patient Financial Services	$7,848,273	Suite 100
The CSI Companies Inc
PO Box 890841	Charlotte	NC	282890841	Consulting	$7,725,448
Allegis Group Holdings Inc
PO Box 198568	Atlanta	GA	303848568	Contract Labor	$6,290,311

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	113	CntrctRcvdGreaterThan100KCnt
Related Organizations	$4,670,810	RelatedOrganizationsAmt
Total Contributions	$4,670,810	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Management fees	900099	$494,751,799	$494,751,799
Net Patient Revenue	621999	$77,472,124	$77,472,124
Clinical Research Trials	541715	$19,864,266	$19,864,266
Education Programs	624190	$203,798	$203,798

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	$592,291,987	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$89,502,552	TotalRevenueColumnAmt
Related Or Exempt Func Income	$90,515,950	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$1,013,398	UnrelatedBusinessRevenueAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,642,390	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,642,390	RelatedOrExemptFuncIncomeAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$479,471,296	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$461,205,974	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$18,265,322	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$18,265,322	TotalRevenueColumnAmt
Related Or Exempt Func Income	$18,265,322	RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Insurance Reimbursement	621999	$7,500,000	$7,500,000
FEMA Reimbursement	921190	$31,006,077	$31,006,077
FICA Reimbursement	921190	$6,025,646	$6,025,646

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,460,842	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,141,720	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$319,122	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$49,992,565	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$759,365,626	TotalRevenueColumnAmt
Related Or Exempt Func Income	$755,389,092	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$694,276	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

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

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$51,166,237	TotalAmt
Program Services	$51,166,237	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$211,595	TotalAmt
Program Services	$211,595	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$25,833,050	TotalAmt
Program Services	$13,453,657	ProgramServicesAmt
Management And General	$12,379,393	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$1,221,174	TotalAmt
Program Services	$1,037,998	ProgramServicesAmt
Management And General	$183,176	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$236,080,289	TotalAmt
Program Services	$202,547,219	ProgramServicesAmt
Management And General	$33,533,070	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$12,441,878	TotalAmt
Program Services	$10,575,596	ProgramServicesAmt
Management And General	$1,866,282	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$29,087,589	TotalAmt
Program Services	$24,724,451	ProgramServicesAmt
Management And General	$4,363,138	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$18,316,419	TotalAmt
Program Services	$15,568,956	ProgramServicesAmt
Management And General	$2,747,463	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$5,288,773	TotalAmt
Program Services	$4,495,457	ProgramServicesAmt
Management And General	$793,316	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$909,996	TotalAmt
Program Services	$773,496	ProgramServicesAmt
Management And General	$136,500	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$132,000	TotalAmt
Program Services	$112,200	ProgramServicesAmt
Management And General	$19,800	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$7,228,097	TotalAmt
Program Services	$7,228,097	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$104,181,232	TotalAmt
Program Services	$88,554,047	ProgramServicesAmt
Management And General	$15,627,185	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$6,110,545	TotalAmt
Program Services	$5,193,963	ProgramServicesAmt
Management And General	$916,582	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,695,595	TotalAmt
Program Services	$4,841,256	ProgramServicesAmt
Management And General	$854,339	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$10,869,468	TotalAmt
Program Services	$9,239,048	ProgramServicesAmt
Management And General	$1,630,420	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$989,846	TotalAmt
Program Services	$841,369	ProgramServicesAmt
Management And General	$148,477	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$42,443,088	TotalAmt
Program Services	$36,076,625	ProgramServicesAmt
Management And General	$6,366,463	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$26,371,030	TotalAmt
Program Services	$22,415,375	ProgramServicesAmt
Management And General	$3,955,655	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$14,906,229	TotalAmt
Program Services	$12,669,295	ProgramServicesAmt
Management And General	$2,236,934	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Equipment Rental and Repair	$94,773,427	$80,557,413	$14,216,014
Pharmacy Drugs	$71,935,978	$61,145,581	$10,790,397
Sponsorship	$2,578,688	$2,160,146	$418,542
Bad Debt	$1,275,979	$1,084,582	$191,397

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	-$35,578,255	TotalAmt
Program Services	-$36,607,980	ProgramServicesAmt
Management And General	$1,029,725	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$734,469,947	TotalAmt
Program Services	$620,065,679	ProgramServicesAmt
Management And General	$114,404,268	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$181,090,199	BOYAmt
EOY	$34,508,695	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$60,991,240	BOYAmt
EOY	$162,822,344	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$45,027,129	BOYAmt
EOY	$62,933,335	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	$5,423,861	BOYAmt
EOY	$6,625,970	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$76,587,219	BOYAmt
EOY	$88,514,822	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$390,485,662	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$290,304,332	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$108,882,982	BOYAmt
EOY	$100,181,330	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,218,987,918	BOYAmt
EOY	$1,402,548,141	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$623,750,070	BOYAmt
EOY	$629,565,881	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	$60,862,978	BOYAmt
EOY	$94,920,278	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,403,379,569	BOYAmt
EOY	$2,604,396,769	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$268,537,578	BOYAmt
EOY	$323,720,421	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$8,391,701	BOYAmt
EOY	$6,510,566	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,584,870,046	BOYAmt
EOY	$1,534,891,636	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	$333,990,056	BOYAmt
EOY	$465,962,482	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,195,789,381	BOYAmt
EOY	$2,331,085,105	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	$198,579,847	BOYAmt
EOY	$264,770,907	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$9,010,341	BOYAmt
EOY	$8,540,757	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$207,590,188	BOYAmt
EOY	$273,311,664	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,403,379,569	BOYAmt
EOY	$2,604,396,769	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$24,895,679	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$35,810,688	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$5,015,109	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

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

Supported Org Information SupportedOrgInformationGrp (6 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
NORTON HOSPITALS INC
610703799	3	Yes (true)	$0	$2,875,517,394
COMMUNITY MEDICAL ASSOCIATES INC
611276316	9	false	$0	$661,606,058
NORTON HEALTHCARE FOUNDATION INC
310914919	7	false	$0	$923,212
THE CHILDREN'S HOSPITAL FOUNDATION INC
616027530	7	false	$0	$26,321,925
Norton Healthcare - Indiana Inc
850513259	3	false	$0	$95,445,923
NORTON KING'S DAUGHTERS' HEALTH INC
350895832	3	false	$0	$24,985,992

Field	Value	IRS element (for citing)
Supported Organizations Total	6	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt
Other Support Sum	$3,684,800,504	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 (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule A, Part I, Line 12g(vi) Type of other support	Other support includes administration overhead and direct support of operations for all supported organizations.
Schedule A, Part IV, Section A, Line 1	Norton Hospitals, Inc. is named as a supported organization in the Articles of Incorporation of Norton Healthcare, Inc. and the other four supported organizations are identified by class or purpose. Specifically, the Articles of Incorporation of Norton Healthcare, Inc. provide that the organization will support (in addition to Norton Hospitals, Inc.) the operations and activities of other affiliated publicly supported organization that are operated to promote the general health of the community in conjunction with Norton Hospitals.
Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name	Norton Hospitals, Inc. is named as supported organizations in the Articles of Incorporation of Norton Healthcare, Inc., and the other five supported organizations are identified by class or purpose. Specifically, the Articles of Incorporation of Norton Healthcare, Inc. provide that the organization will support (in addition to Norton Hospitals, Inc.) the operations and activities of other affiliated publicly supported organizations that are operated to promote the general health of the community in conjunction with Norton Hospitals.
Schedule A, Part IV, Section 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	$132,000	OtherActivitiesAmt
Total Lobbying Expenditures	$132,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule C, Part II-B, Line 1 Description of the activities reported on lines 1A through 1i	Part II-B, line 1(i) other lobbying activities: Payments made to the following entities for government affairs representation to focus on goals and priorities to advocate, educate and promote the interest of Norton Healthcare, Inc. and registered as appropriate with the legislative and/or executive branch ethics commission as agents/lobbyists: Rotunda Group LLC totaling $132,000.
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	Employees and contractors of Norton Healthcare, Inc. are engaged at the state level to lobby the Executive and Legislative branch of Kentucky and Indiana state government

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,524,221	OtherCostOrOtherBasisAmt
Book Value	$2,524,221	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$37,491,171	OtherCostOrOtherBasisAmt
Depreciation	$1,038,072	DepreciationAmt
Book Value	$36,453,099	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$347,380,032	OtherCostOrOtherBasisAmt
Depreciation	$289,266,260	DepreciationAmt
Book Value	$58,113,772	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,090,238	OtherCostOrOtherBasisAmt
Book Value	$3,090,238	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$100,181,330	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
ALTERNATIVE INVESTMENTS MASTER TRUST UNITS	$358,251,720	F
REAL ESTATE MASTER TRUST UNITS	$108,731,682	F
Private Equity Master Trust	$162,582,479	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$629,565,881	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
Federal Income Taxes
PAYABLE TO AFFILIATES	$205,819,546
SELF INSURANCE TRUST	$99,813,050
OTHER LIABILITIES	$29,515,269
OTHER INSURANCE	$3,311,049
Pension	$38,983,935
457(b) plan liabilities	$88,519,633

Field	Value	IRS element (for citing)
Total Liability	$465,962,482	TotalLiabilityAmt
Other Revenue	$0	OtherRevenueAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$0	RevenueSubtotalAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$0	TotalRevenuePerForm990Amt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$0	ExpensesSubtotalAmt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$0	TotalExpensesPerForm990Amt

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	$401,643,503
Europe (Including Iceland and Greenland)	0	0	Investments	$48,815,329

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	$450,458,832	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$450,458,832	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (63 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt
Norton WLH Real Estate Inc
224 E Broadway	Suite 500	Louisville	KY	40202	331241700	501(c)(3)	$49,111,429	$49,111,429	FMV	Building	HOSPITAL BUILDING
JEFFERSON PUBLIC SCHOOL
PO BOX 34020		LOUISVILLE	KY	40232	616001316	GOV	$510,000				Program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
UNIVERSITY OF KENTUCKYPHARM
800 ROSE ST RM H213		LEXINGTON	KY	40508	616001218	GOV	$200,000				Support University Pharmacy college programs and support UK leadership program for annual graduate student scholarship
Bellarmine University
2001 NEWBURG RD		LOUISVILLE	KY	40205	610482955	501(c)(3)	$150,000				General program support for student education
Hanover College
517 BALL DR		HANOVER	IN	47243	350868096	501(c)(3)	$75,000				Clinical services and financial support of Sports Med
LEADERSHIP LOUISVILLE FOUNDATION
707 W MAIN ST		LOUISVILLE	KY	40202	310958491	501(c)(3)	$57,350				Support for leadership development program
Christian Academy of Lou
700 SOUTH ENGLISH STATION RD		LOUISVILLE	KY	40245	610907309	501(c)(3)	$55,000				Athletic training services
NCSL-NATL Conference State Legislation
7700 E FIRST PL		DENVER	CO	80230	840772595	GOV	$50,000				NCSL Legislative Summit Louisville, Kentucky 2024
Habitat for Humanity
1620 BANK ST		LOUISVILLE	KY	40203	581735528	501(c)(3)	$50,000				Funding for a home build project
METRO UNITED WAY OF KENTUCKY
DEPT 52860	PO BOX 950148	LOUISVILLE	KY	40295	610444680	501(c)(3)	$50,000				Support the engagement of the community to give, advocate and volunteer
Christian Academy of IND
1000 ACADEMY DR		NEW ALBANY	IN	47150	061686237	501(c)(3)	$45,000				Athletic training services
Louisville Chamber of Commerce
101 SOUTH 5th STREET		LOUISVILLE	KY	40202	610434089	501(c)(6)	$41,500				2024 GLIDE & Capitol Connection Sponsorships
Catholic Education Foundation
401 West main Street	Suite 806	Louisville	KY	40202	611294640	501(c)(3)	$37,000				Supporting the growth and vitality of Catholic parishes and schools in the Archdiocese of Louisville, Kentucky
WHAS CRUSADE FOR CHILDREN INC
520 W CHESTNUT ST		LOUISVILLE	KY	40202	237075524	501(c)(3)	$35,000				Supporting children in community
Community Medical Associates Inc
224 E BROADWAY 5TH FLOOR		LOUISVILLE	KY	40202	611276316	501(C)(3)	$34,058				Support of a nurse practitioner for the Bellarmine student health clinic and support local public schools for telemedicine services
FUND FOR THE ARTS
623 W MAIN ST		LOUISVILLE	KY	40202	610479626	501(c)(3)	$32,500				Supporting the arts
Mercy Academy
5801 FEGENBUSH LN		LOUISVILLE	KY	40228	611116388	501(c)(3)	$30,000				Athletic training services
Sacred Heart Schools
3115 LEXINGTON RD		LOUISVILLE	KY	40206	611181710	501(c)(3)	$30,000				Athletic training services
KY Country Day
4100 SPRING DRIVE		LOUISVILLE	KY	40205	610731998	501(c)(3)	$30,000				Athletic training services
ASSUMPTION HIGH SCHOOL
2170 TYLER LN		LOUISVILLE	KY	40205	611133759	501(c)(3)	$30,000				Athletic training services
Louisville Downtown Partnership
315 GUTHRIE ST STE 300		LOUISVILLE	KY	40202	310992627	501(c)(3)	$30,000				Supporting Safety, cleanlinee and safety programs for the Downtown Louisville area redevelopment and planning for downtown district
One Southern Indiana
4100 CHARLESTOWN RD		NEW ALBANY	IN	47150	204176026	501(c)(6)	$30,000				Economic Development Support
INDIANA UNIVERSITY
4201 GRANTLINE RD		NEW ALBANY	IN	47150	356001673	GOV	$30,000				Athletic training services
GREATER LOUISVILLE SPORTS COMM
401 W MAIN ST STE 2200		LOUISVILLE	KY	40202	611365860	501(c)(3)	$25,000				Title Sponsorship 2023 Norton Sports Health 4Miler
BIG BROTHERS BIG SISTERS OF KENTUCKIANA
1519 GARDINER LN STE B		LOUISVILLE	KY	40218	616057856	501(c)(3)	$22,500				Support for all children to reach their potential through professionall supported 1:1 relationships with volunteer mentors
KENTUCKY PHYSICIANS HLTH FOUND
9000 WESSEX PL STE 305		LOUISVILLE	KY	40222	611242062	501(c)(3)	$22,000				Support identification, evaluation, treatment reentry and advocacy for professionals and students attending medical school.
THE COMM FDTN OF LOUISVILLE IN
325 W MAIN ST 1110		LOUISVILLE	KY	40202	310997017	501(c)(3)	$20,000				Mobilizing people, networks, and capital to spark change in and beyond Louisville
American Cancer Society
PO BOX 681405		INDIANAPOLIS	IN	46268	131788491	501(c)(3)	$19,500				Support elimination of cancer
Alliance of Cummunity Hospices & Pallative Care
6200 DUTCHMANS LN STE 102		LOUISVILLE	KY	40205	610921718	501(c)(3)	$17,500				Kourageous Kids/DWOSIS Sponsorship
Friend for Life Cancer support
4003 Kresge Way		LOUISVILLE	KY	40207	611139410	501(c)(3)	$15,000				Supporting emotional support for people facing cancer
The Healing Place
1020 W MARKET ST		LOUISVILLE	KY	40202	611164775	501(c)(3)	$15,000				Support services to men and women in detoxification and shelter programs.
JUNIOR ACHIEVEMENT
1401 W MUHAMMAD ALI BLVD		LOUISVILLE	KY	40203	610476694	501(c)(3)	$11,700				Sponsorship and Dues empowers today's youth to succeed through k-12 programming, including work readiness, entrepreneurship, and financial literacy.
AMERICAN LUNG ASSOCIATION
10168 LINN STATION RD STE 100		LOUISVILLE	KY	40223	131632521	501(c)(3)	$10,000				Improving lung health and preventing lung disease through education, advocacy and research
TELUGU ASSOC of KY
18725 WEATHERFORD CIR		LOUISVILLE	KY	40245	030528530	501(c)(3)	$10,000				Support of telugu people in the community
MOLO Village CDC
PO BOX 2846		LOUISVILLE	KY	40201	275347893	501(c)(3)	$10,000				Support culture and youth, in Louisville's Russell neighborhood.
Brain Injury Alliance of KY
7321 NEW LAGRANGE RD STE 100		LOUISVILLE	KY	40222	611128496	501(c)(3)	$10,000				Support critical initiatives aimed at outreach, prevention, education, and continued care for individuals affected by traumatic brain injuries
SPINA BIFIDA ASSOCIATION OF KY
982 EASTERN PKWY BOX 18		LOUISVILLE	KY	40217	311081176	501(c)(3)	$10,000				Direct Program Support pediatric programs to help individuals with spina bifida
National Multiple Sclerosis
1201 STORY AVE STE 200		LOUISVILLE	KY	40206	135661935	501(c)(3)	$10,000				Support education and resources related to multiple sclerosis
Neighborhood House
201 N 25TH ST		LOUISVILLE	KY	40212	610445842	501(c)(3)	$10,000				Support children and families
Young Adult Development
800 S PRESTON ST		LOUISVILLE	KY	40203	611374470	501(c)(3)	$10,000				Support offering education, job, training and leadership programs to low-income youth and young adults
KENTUCKY DANCE COUNCIL INC
315 E MAIN ST		LOUISVILLE	KY	40202	616033779	501(c)(3)	$10,000				Louisville Ballet supporting arts
Hildegard House
PO BOX 5613		LOUISVILLE	KY	40255	465555742	501(c)(3)	$10,000				Support end of life care for individuals without housing.
Leukemia and Lymphoma Society
1201 15th Street N W Suite 410		Washington	DC	20005	135644916	501(c)(3)	$10,000				Support to change lives with better blood cancer treatment, access, and care
MARCH OF DIMES FOUNDATION
DONATIONS PROCESSING CENTER		Atlanta	GA	30305	131846366	501(c)(3)	$9,000				Outreach, education and support for families with premature babies
JDRF Int
PO BOX 6810		HAGERSTOWN	MD	21741	231907729	501(c)(3)	$9,000				Pearl Sponsorhsip
GILDA'S CLUB KENTUCKIANA
2440 GRINSTEAD DR		LOUISVILLE	KY	40204	201635170	501(c)(3)	$9,000				Supporting uplifting and strengthening people impacted by cancer by providing support, fostering compassionate communities, and breaking down barriers to care.
AMERICAN RED CROSS
520 E CHESTNUT		LOUISVILLE	KY	40202	530196605	501(c)(3)	$8,000				Supporting lifesaving mission and raising funds to support programs and services
KY Pride Foundation
PO BOX 32216		LOUISVILLE	KY	40232	262217567	501(c)(3)	$8,000				Support inclusion and unity for all
Amplify
819 E market Street	Suite 201	Louisville	KY	40206	834402051	501(c)(3)	$8,000				Derby Pitch Event
Shively Area Ministries
4415 DIXIE HWY		LOUISVILLE	KY	40216	611134579	501(c)(3)	$7,500				Program support funding medical and housing emergency assistance
Epilepsy Foundation KY
982 EASTERN PARKWAY		LOUISVILLE	KY	40217	611314540	501(c)(3)	$7,500				Support individuals and their loved ones/caregivers affected by epilespy
CHOOSE WELL COMMUNITIES INC
PO Box 2906		LOUISVILLE	KY	40201	472822055	501(c)(3)	$7,500				Direct support to families navigating fragmented health and social services systems
KY & Southern IN Stroke Assoc
3425 STONY SPRING CIR 102		LOUISVILLE	KY	40220	611335267	501(c)(3)	$7,200				Support the prevention of stroke through education and awareness
National Kidney FND of KY
12468 LAGRANGE RD	207	LOUISVILLE	KY	40245	610673518	501(c)(3)	$7,000				Supporting americans with kidney disease
SOS International
1500 ARLINGTON AVE		LOUISVILLE	KY	40206	272624272	501(c)(3)	$6,700				Support partners with hospitals and other medical institutions to recover surplus medical supplies
Cerebral Palsy Kids Center
982 Eastern parkway		Louisville	KY	40217	610492378	501(c)(3)	$6,700				Program Support to improve and innovate, providing most appropriate and current therapeautic interventions
Kids Cancer Alliance
PO BOX 24337		LOUISVILLE	KY	40224	611256743	501(c)(3)	$6,700				Support pediatric cancer patients
UP for Women and Children
425 2nd St		LOUISVILLE	KY	40202	823049204	501(c)(3)	$6,700				Community Initiatives helping women and children experiencing homelessness
CENTER FOR WOMEN AND FAMILIES
PO BOX 2048		LOUISVILLE	KY	40201	610444846	501(c)(3)	$6,500				Supporting survivors of intimate partner and sexual assualt
LEADERSHIP SOUTHERN INDIANA
8204 HWY 311		SELLERSBURG	IN	47172	351644080	501(c)(3)	$6,200				Support for leadership development program
Cystic Fibrosis Foundation
4550 Montgomery Ave Suite 1100N		BETHESDA	MD	20814	131930701	501(c)(3)	$5,700				Supporting patients and families affected by cystic fibrosis
Leadership of Kentuckiana
464 CHENAULT RD		FRANKFORT	KY	40601	311096215	501(c)(3)	$5,700				General donation to sustain LKY programs
St Elizabeth Catholic Charities
702 E Market St		NEW ALBANY	IN	47150	351827682	501(c)(3)	$5,600				General education support

Field	Value	IRS element (for citing)
Total501c3 Org	61	Total501c3OrgCnt
Total Other Org	2	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	93	RecipientCnt
Cash Grant	$211,595	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Discretionary Spending Acct	Yes (X)	DiscretionarySpendingAcctInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
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 (26 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	$1,857,038	$0	$953,295	$0	$823,321	$0	$449,244	$0	$32,940	$0	$4,115,838	$0	$124,221	$0
Robert B Azar
Sr VP Chief Legal Officer/Secretary	$692,567	$0	$303,986	$0	$128,984	$0	$162,205	$0	$14,787	$0	$1,302,529	$0	$0	$0
Michael W Gough
Exec VP and COO (partial year)	$719,698	$0	$554,516	$0	$1,926,509	$0	$0	$0	$16,296	$0	$3,217,019	$0	$1,734,253	$0
Adam Kempf
Sr VP & CFAO	$925,300	$0	$363,283	$0	$129,714	$0	$212,195	$0	$29,451	$0	$1,659,943	$0	$0	$0
Laura Chandler
SRVP Administration & Governance and Chief of Staff	$310,857	$0	$133,593	$0	$49,876	$0	$0	$0	$1,075	$0	$495,401	$0	$0	$0
James Frazier MD
Sys VP & Chief Medical Office	$593,096	$0	$188,669	$0	$82,852	$0	$120,753	$0	$31,467	$0	$1,016,837	$0	$0	$0
Vanessa Garrett
SYS VP Chief Audit, Compliance & Privacy Officer	$401,771	$0	$33,753	$0	$50,378	$0	$75,775	$0	$25,701	$0	$587,378	$0	$0	$0
Shelley Gast
Senior VP & Chief Revenue Officer	$448,997	$0	$122,318	$0	$60,298	$0	$85,967	$0	$20,215	$0	$737,795	$0	$0	$0
John Hammond
Senior VP & Chief Human Resources Officer	$496,738	$0	$197,872	$0	$24,410	$0	$112,599	$0	$36,408	$0	$868,027	$0	$0	$0
Steven Heilman MD
Sys VP & Chief Medical Information Officer	$480,459	$0	$227,609	$0	$93,118	$0	$113,028	$0	$31,161	$0	$945,375	$0	$0	$0
Steven Hester MD
Senior VP & Chief Clinical and Strategy Office	$1,049,339	$0	$444,885	$0	$147,537	$0	$276,350	$0	$31,530	$0	$1,949,641	$0	$0	$0
Charlotte Ipsan
Senior VP & Chief Hospital Officer	$582,608	$0	$236,341	$0	$225,578	$0	$156,081	$0	$29,326	$0	$1,229,934	$0	$0	$0
Mark Kircher
Division VP, Finance	$361,847	$0	$98,356	$0	$78,523	$0	$78,725	$0	$24,643	$0	$642,094	$0	$6,826	$0
Tammy McClanahan
SYS VP Cancer & Hospital Outpatient Service Line	$328,400	$0	$108,163	$0	$53,576	$0	$88,840	$0	$16,770	$0	$595,749	$0	$0	$0
Mary Lynn Meyer
Sr VP WCCP/ CDO	$271,969	$221,314	$214,873	$0	$50,096	$33,398	$51,061	$76,592	$397	$595	$588,396	$331,899	$0	$0
Jim Meyers
Sys VP, Revenue Cycle	$419,438	$0	$129,720	$0	$61,662	$0	$90,554	$0	$29,925	$0	$731,299	$0	$0	$0
Renee Murphy
Sr VP, Chief Marketing & Communications Officer	$467,364	$0	$180,736	$0	$59,422	$0	$92,292	$0	$27,016	$0	$826,830	$0	$0	$0
Steve Ready
Sr VP & CIO	$674,661	$0	$300,209	$0	$108,449	$0	$183,116	$0	$30,339	$0	$1,296,774	$0	$0	$0
Kimberly Tharp-Barrie
Sr VP, CNO	$498,819	$0	$206,220	$0	$95,971	$0	$124,592	$0	$24,913	$0	$950,515	$0	$0	$0
Scott Watkins
Senior VP & Chief Integration and Performance Officer	$520,111	$0	$231,965	$0	$99,134	$0	$149,446	$0	$31,304	$0	$1,031,960	$0	$0	$0
Douglas Winkelhake
Sys VP Norton Neurology Institute tho	$522,890	$0	$294,415	$0	$125,685	$0	$142,678	$0	$27,641	$0	$1,113,309	$0	$0	$0
Andrew McCarthy
Sys VP, Facilities Management	$420,688	$0	$111,907	$0	$57,421	$0	$78,285	$0	$29,370	$0	$697,671	$0	$0	$0
Mark McDonald
Sys VP Pediatric Medical Affairs	$495,289	$0	$112,465	$0	$17,133	$0	$0	$0	$3,681	$0	$628,568	$0	$0	$0
Mark Moussette
Sys VP, Chief Technology Officer	$343,278	$0	$105,653	$0	$56,231	$0	$71,776	$0	$27,488	$0	$604,426	$0	$0	$0
Helena Schulz
Sys VP, Treasurer	$334,678	$0	$111,166	$0	$54,919	$0	$78,424	$0	$20,600	$0	$599,787	$0	$0	$0
Stephen Wyatt MD
Chief Research Executive	$474,544	$0	$106,884	$0	$16,647	$0	$29,102	$0	$4,809	$0	$631,986	$0	$11,313	$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 2024: Russell F. Cox Michael G. Gough Steven Hester Adam Kempf Robert B. Azar Steve Ready Charlotte Ipsan Douglas Winkelhake Scott Watkins James Frazier Mary Lynn Meyer Kimberl Tharp-Barrie Steve Heilman John Hammond Renee Murphy Shelly Gast Jim Meyers Andrew McCarthy Mark Kircher Mark McDonald Mark Moussette Helena Schulz Tammy McClanahan Vanessa Garrett Laura Chandler
Schedule J, Part I, Line 4a Severance or change-of-control payment	Severance payment was received during 2024 for Former Key Employee, Gladys Abarca-Lopez in the amount of $225,464. 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 - $410,065 Michael W. Gough - $219,544 Steven Hester - $241,348 Adam Kempf - $187,984 Robert Azar - $136,740 Steve Ready - $146,558 Charlotte Ipsan - $121,249 Douglas Winkelhake - $100,351 Scott Watkins - $107,813 James Frazier - $99,013 Mary Lynn Meyer - $91,801 Kimberly Tharp-Barrie - $92,733 Steven Heilman - $91,282 John Hammond - $92,682 Renee Murphy - $75,042 Shelly Gast - $63,669 Jim Meyers - $64,571 Andrew McCarthy - $57,585 Mark Kircher - $52,080 Stephen Wyatt - $11,852 Mark Moussette - $48,179 Helena Schulz - $47,698 Tammy McClanahan - $48,197 Vanessa Garrett - $55,075 THE "PAYMENT RECEIVED" OUTLINED BELOW REPRESENTS CASH PAYMENTS THAT THE EMPLOYEE RECEIVED DURING 2024 AND CAN BE COMPRISED OF CURRENT AND OR PRIOR YEARS EMPLOYEE AND EMPLOYER CONTRIBUTIONS. NAME - PAYMENT RECEIVED Russell F. Cox - $251,451 Michael W. Gough - $206,074 Steven Hester - $122,835 Adam Kempf - $107,772 Robert Azar - $96,040 Steve Ready - $87,707 Charlotte Ipsan - $195,331 Douglas Winkelhake - $104,965 Scott Watkins - $74,635 James Frazier - $66,369 Mary Lynn Meyer - $57,633 Kimberly Tharp-Barrie - $68,604 Steven Heilman - $72,668 Renee Murphy - $42,215 Shelly Gast - $43,580 Jim Meyers - $46,489 Andrew McCarthy - $39,966 Mark Kircher - $44,078 Mark Moussette - $42,667 Helena Schulz - $41,310 Tammy McClanahan - $36,944 Vanessa Garrett - $35,567 Laura Chandler - $30,971 Gladys Abarca-Lopez - $92,640
Schedule J, Part I, Line 7 Non-fixed payments	In 2024, 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	54659LCE2	2020-03-10	$478,988,828	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	$12,030,000	$0	$75,000,300	$0	$0	$0	$953,000	$2,000	$0	$74,045,259	$41	$0	2011	false	false	Yes (true)	Yes (true)
B	$154,580,000	$0	$200,060,571	$0	$0	$0	$0	$0	$31,048	$200,029,523	$0	$0	2014	false	false	Yes (true)	Yes (true)
C	$45,285,000	$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	$125,000,000	$0	$479,492,394	$0	$0	$0	$0	$0	$35,022,965	$444,469,429			2023	false	false	Yes (true)	Yes (true)

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	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0211	0.0211	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0087	0.0087	false	false	false	Yes (true)
C	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0076	0.0076	false	false	false	Yes (true)
D	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0091	0.0091	false	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	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Term Of GICTermOfGICPct	Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
NONE
A	false	false	false	Yes (true)	Yes (true)	false	0	false	false	false	0	false	false	Yes (true)
NONE
B	false	false	false	Yes (true)	Yes (true)	false	0	false	false	false	0	false	false	Yes (true)
(no name)
C	false	false	false	Yes (true)	false	false	0	false	false	false	0	false	false	Yes (true)
(no name)
D	false	Yes (true)	false	false	false	false	0	false	false	false	0	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 (30 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME	ROW A: 2011AB 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: 2013AC 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: 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: 2020ABCD BOND ISSUES - 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 I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME	ROW A2: 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) DESCRIPTION OF PURPOSE - ISSUER NAME	ROW B2: 2023AB BOND ISSUES: The Bonds are being issued to (i) refund on a current basis all of the Issuer's Health System Revenue Bonds, Series 2013A (Norton Healthcare, Inc.) (the "Series 2013A Bonds"), currently outstanding in the aggregate principal amount of $154,580,000, (ii) refund on a current basis all of the Issuer's Health System Revenue Bonds (Norton Healthcare, Inc.), Series 2020B (the "Series 2020B Bonds together with the Series 2013A Bonds, the "Prior Bonds"), currently outstanding in the aggregate principal amount of $125,000,000, and (iii) pay certain costs of issuing the Bonds.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME	ROW C2: 2023CD BOND ISSUES: being used to pay or reimburse the Obligated Group Members and/or their Affiliates for the costs of the acquisition, construction, improvement, renovation and equipping of hospital and other health care and support facilities owned and/or operated by the Obligated Group Members and their affiliates, including but not limited to, the construction of the Norton West Louisville Hospital, the purchase or renovation of medical office and administrative buildings, the costs of information technology software integration, renovations and expansions of the System's Louisville area ambulatory care sites, and the purchase of certain hospital equipment.
Schedule K, Part II, Line 1 AMOUNT OF BONDS RETIRED	COLUMN B2: 2023A BOND ISSUE - WITH THE ISSUANCE OF THE 2023A BOND ISSUANCE THE 2013A BONDS WERE REFUNDED IN FULL FOR AN ORIGINAL ISSUANCE PRICE OF $154,580,000
Schedule K, Part II, Line 1 AMOUNT OF BONDS RETIRED	COLUMN C2: 2023B 2ND BOND ISSUE - WITH THE ISSUANCE OF THE 2023B BOND ISSUANCE THE 2020B THREE YEAR PUT BONDS WERE REFUNDED FOR AN ORIGINAL ISSUANCE PRICE OF $125,000,000
Schedule K, Part IV, Line 2c ARBITRAGE REBATE	COLUMN D: 2020ACD BOND ISSUES: NEXT REBATE CALCULATION NOT DUE UNTIL 2025.
Schedule K, Part IV, Line 2c ARBITRAGE REBATE	COLUMN A2: 2022 BOND ISSUE: NEXT REBATE CALCULATION NOT DUE UNTIL 2027.
Schedule K, Part IV, Line 2c ARBITRAGE REBATE	COLUMN B2: 2023AB BOND ISSUES: NEXT REBATE CALCULATION NOT DUE UNTIL 2028.
Schedule K, Part IV, Line 2c ARBITRAGE REBATE	COLUMN C2: 2023CD BOND ISSUES. NEXT REBATE CALCULATION NOT DUE UNTIL 2028.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE	COLUMN A: 2011AB 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: 2013AC 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 D: 2020ABCD BOND ISSUES - DIFFERENCE BETWEEN SERIES 2020 ISSUE PRICE (ISSUE DATE 3/10/20) AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE	COLUMN A2: 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 II, Line 3 TOTAL PROCEEDS OF ISSUE	COLUMN B2: 2023AB BOND ISSUES - DIFFERENCE BETWEEN SERIES 2023A/B ISSUE PRICE (ISSUE DATE 8/3/23) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE	COLUMN C2: 2023CD BOND ISSUES - DIFFERENCE BETWEEN SERIES 2023CD ISSUE PRICE (ISSUE DATE 8/3/23) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 7 ISSUANCE COSTS FROM PROCEEDS	COLUMN B: 2013AC BOND ISSUES - ALL ISSUANCE COSTS FOR THE 2013AC 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 2016A 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: 2020ABCD BOND ISSUES - ALL ISSUANCE COSTS FOR THE 2020ABCD 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 IV, Line 3 IS BOND ISSUE VARIABLE RATE ISSUE	COLUMN A: 2011AB BOND ISSUES. BOTH ISSUES ARE VARIABLE RATE ISSUANCES.
Schedule K, Part IV, Line 3 IS BOND ISSUE VARIABLE RATE ISSUE	COLUMN B: 2013AC 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 BOND ISSUE VARIABLE RATE ISSUE	COLUMN D: 2020ABCD 2020A BOND ISSUE IS FIXED RATE DEBT AND 2020BCD BOND ISSUES ARE PUT BONDS.
Schedule K, Part IV, Line 3 IS BOND ISSUE VARIABLE RATE ISSUE	COLUMN C2: 2023CD BOND ISSUES. BOTH ISSUES ARE VARIABLE RATE ISSUANCES.
Schedule K, Part IV, Line 2c COLUMN A	Issuer name: LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT The calculation for computing no rebate due was performed on 08/10/2021
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT The calculation for computing no rebate due was performed on 09/26/2023
Schedule K, Part IV, Line 2c COLUMN C	Issuer name: Louisville/Jefferson County Metro Government The calculation for computing no rebate due was performed on 08/10/2021

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 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	$15,105,000	$0	$82,810,000	$0	$0	$0	$586,527	$0	$0	$0	$82,223,473	$0	2022	Yes (true)	false	Yes (true)	Yes (true)
B	$1,160,000	$0	$288,522,284	$0	$0	$0	$1,293,779	$0	$1,358,731	$0	$285,869,774	$0		Yes (true)	false	Yes (true)	Yes (true)
C	$0	$0	$169,494,905	$0	$0	$0	$307,548	$0	$0	$138,385,680	$0	$30,801,677		false	false	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 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	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0	0.0	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0	0.0	false	false	false	Yes (true)
C	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0125	0.0125	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Term Of GICTermOfGICPct	Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Business Name Line2GICProviderName/BusinessNameLine2Txt
(no name)
A	false	Yes (true)	false	false	false	false	0	false	false	false	0	false	false	Yes (true)
PROVIDER FOR GUARANTEED INVESTMENT CONTRACT (GIC)- COLUMN B 2023AB BOND ISS
B	false	Yes (true)	false	false	false	false	0	false	false	Yes (true)	12.4167	Yes (true)	false	Yes (true)	UANCES The Toronto-Dominion Bank
(no name)
C	false	Yes (true)	false	false	Yes (true)	false	0	false	false	false	0	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (11 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Cindy DiGenova
Family member of Shelley Gast, Key Employee	$187,677	Compensation	false
Kaycee Nickell
Family member of Kimberly Tharp-Barrie, Key Employee	$185,896	Compensation	false
Erin Frazier
Family member of James Frazier, Key Employee	$179,838	Compensation	false
Tiffany Rieser Heilman
Family member of Steve Heilman, Key Employee	$148,255	Compensation	false
Brandon Freiberger
Family member of Charlotte Ipsan, Key Employee	$103,423	Compensation	false
Jessica Lloyd
Family member of Adam Kempf, Officer	$92,828	Compensation	false
Jeffrey Nickell
Family member of Kimberly Tharp-Barrie, Key Employee	$92,509	Compensation	false
Henry Winkelhake
Family member of Doug Winkelhake, Key Employee	$73,506	Compensation	false
Delaney Vittitoe
Family member of Tammy McClanahan, Key Employee	$73,250	Compensation	false
Craig Kircher
family member of Mark Kircher, Key Employee	$58,030	Compensation	false
Justin Garrett
Family member of Vanessa Garrett, Key Employee	$25,962	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 #2	In 2024, Norton Healthcare, through its affiliates, Norton Hospitals Inc. and Norton Healthcare - Indiana Inc., had a total of 2,254 licensed beds: Norton Audubon Hospital, 432 beds; Norton Brownsboro Hospital, 197 beds; Norton Children's Hospital, 300 beds; Norton Hospital, 585 beds; Norton West Louisville Hospital, 20 beds; Norton Women's & Children's Hospital, 373 beds; Norton Kings' Daughters' Health, 86 beds; Norton Clark Hospital, 236 beds; Norton Scott Hospital, 25 beds. These nine 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. In 2024, Norton Healthcare, through its affiliate, Community Medical Associates Inc., had approximately 3.7 million patient encounters. Norton Healthcare's hospitals, diagnostic centers and Norton Cancer Institute served 82,503 inpatients and 916,733 outpatients, and saw 335,785 emergency department patients. In addition, Norton Healthcare hospitals' operating rooms cared for 19,157 inpatient surgical patients and 48,059 outpatient surgical patients. Additionally, 9,439 babies were delivered at Norton Healthcare birthing facilities. Norton Healthcare's commitment to the community Norton Healthcare is committed to improving the health of our community and provides funding for a wide array of lifesaving and life-enhancing services that benefit the communities we serve. In 2024, under its charity care program, Norton Healthcare provided free care to 11,860 patients at a cost of $15.7 million. Norton Healthcare also grants a discount from billed charges to any patients who have no access to private health insurance or do not qualify for government assistance or charity care. Under this program, 17,715 patients were provided care at discounted rates. Another contribution to the community was educational support of $98.3 million, primarily to the University of Louisville (UofL) School of Medicine. Community health improvement services totaled $49.7 million, and contributions to community groups were $2.2 million. Norton Healthcare employees donated more than 231,000 hours of community service, a benefit valued at more than $1.6 million in salaries. In addition, many employees self-reported personal volunteer activities. Contributions to the community Norton Healthcare employees and physicians gave $807,239.90 in the 2024-2025 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 2024, 115 employees helped "raise the roof" on Norton Healthcare's 19th Habitat for Humanity home at 765 John Little St. in Louisville, Kentucky. In 2024, an estimated 1,250 Norton Healthcare employees donated time and funds to plan, purchase and deliver gifts, food and clothing for the Caring Tree program. The program assisted 745 employees and their 1,609 children by providing for their families at Christmas. Norton West Louisville Hospital expanded service in the metro Louisville area. Between Nov. 11, 2024, and December 31, 2025, there were 2,574 emergency department visits. Between Nov. 11, 2024, and December 31, 2024, there were 62 patients admitted to the hospital and 29 outpatient surgeries performed. Belonging & Health Equity Norton Healthcare supports, advises and advocates for our patients, and employees to create a more inclusive environment that reflects our mission, vision, and values. By focusing on psychological safety, intersectionality, and diversity of thought, Norton strives to create an atmosphere where our patients staffs' authenticity is accepted regardless of a person's: * Age * Disability * Gender identity * National origin * Race * Religion * Sexual orientation Workforce development and community education 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 Norton Healthcare Institute for Education & Development. The workforce development team encourages continuing education, offers programs to improve career pathways and provides financial assistance for educational programs, for employees and nonemployees, aimed toward key areas of workforce need within the organization. Norton Healthcare encourages and supports the career goals of employees, their dependents and nonemployees 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 2024, workforce development financially supported over 970 students with over $11.2 million in educational assistance programs. In 2024, the workforce development team provided over 1,500 career coaching sessions to employees and students. Each program participant worked directly with a career coach. Coaches offer services in resume writing, career and education exploration, financial assistance opportunities, and interviewing skills. The Norton Healthcare Scholars Program, a forgivable 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 2,800 graduates start or continue their careers with Norton Healthcare. The Student Nurse Apprenticeship Program is a 12- to 18-month apprentice model led by the 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 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 who are interested starting their health care pathway. This program continued to operate through all of 2024. 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. This program continued to operate through all of 2024. In 2019, Norton Healthcare also launched the Surgical Technologist Apprenticeship Program and the Respiratory Therapy Apprentice Program, which allow students to work and learn with tuition assistance as they grow their careers with Norton Healthcare. The Medical Assistant Training Program launched in 2020 with a goal of offering internal training programs to produce medical assistants to introduce into the Norton Healthcare workforce. Several apprenticeship cohorts run throughout each year. This program continued to operate through all of 2024. 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. This program continued to operate through all of 2024.
Form 990, Part III, Line 4a Program Service Accomplishment #3	Norton Healthcare Institute for Education & Development provides inclusive, forward-thinking learning experiences to enhance both the professional and personal growth of employees and students. With programming that spans from clinical onboarding to executive leadership, the institute ensures team members at every level are equipped to succeed. The institute is structured across six centers, each contributing to Norton Healthcare's strategic priorities around workforce development, clinical readiness and retention. Centers: 1. Center for Allied Health Education - Develops and delivers onboarding, clinical skills training and continuing education for systemwide allied health professionals across diagnostics, respiratory therapy, imaging, pharmacy, lab, and other key services 2. Center for System Nursing & Ancillary Education - Centralizes clinical onboarding and competency education for bedside nurses, nursing support staff and ancillary clinical roles to ensure consistency, quality and clinical preparedness across all facilities 3. Center for Professional Growth - Oversees all leadership development programming, from front-line leader training to the Norton Healthcare Executive Fellowship. Offers tailored tracks, mentoring and coaching to promote internal career mobility and succession planning 4. Center for eLearning & Clinical Documentation Support - Develops and deploys system wide digital learning assets, hybrid education modules and electronic medical record support resources. This team ensures access, usability and consistency in online learning delivery 5. Center for Nurse Residency & Clinical Advancement - Manages the transition-to-practice program for new registered nurses and oversees the clinical ladder program to recognize, retain and develop experienced nurses through professional advancement pathways 6. Center for Nursing Practice - Focusesd on student role development; this center leads: * Student Nurse Apprenticeship Program - This is a 12- to 18-month hybrid experience that develops students across culture, clinical and confidence tiers. * Student healthcare assistant role - For students in health care disciplines, this employment pathway provides flexible, competency-based clinical exposure across 13 disciplines, directly supporting Norton Healthcare's staffing needs. Norton Faith & Health Ministries Norton Faith & Health Ministries partners with faith communities to weave together health and wellness promotion with intentional care of the spirit. Mentoring, educational resources and networking opportunities are provided to assist health ministry coordinators and faith community nurses in their ministry. In 2024, the department engaged in 163 events with faith partners. Initiatives included: * Promoting whole-person health and wellness, providing health education tools, offering health screenings and providing one-on-one health ministry mentoring * Coordinating an annual faith leader conference * Sponsoring health ministry networking programs on Social Security and crimes against older adults, as well as holding a special remembrance lunch for faith partners * Partnering with the Kentucky Heart Disease 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, Norton Healthcare employees and more. Pastoral care department The pastoral care department provides spiritual, religious and emotional care and support for patients, families and staff throughout the system, 24 hours a day, seven days a week. Chaplains made more than 33,000 visits to patients and their families in 2024. Chaplains care for people regardless of their religious or spiritual background or beliefs and seek to help them strengthen the emotional, relational and spiritual resources that they have in order to cope and to thrive. One unique aspect of the integration of chaplains into the Norton Healthcare system is in decedent care. When there is a body unclaimed or there is difficulty in locating the next of kin, the chaplains make sure that a dignified disposition is done as soon as possible. Here are other important aspects of chaplain care: * Providing spiritual care, comfort and conversation with patients who are lonely, afraid, conflicted, struggling or celebrating good news * 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 advance directives * Offering religious rituals and literature * Discussing ethical dilemmas In addition to caring for patients and families, the chaplains of Norton Healthcare provide care every day to the organization's employees through individual counseling, sharing prayers and other rituals, debriefing stressful events on units, comforting a department when a co-worker dies or blessing a new or renovated unit. Through teaching, committee involvement, ethics consults and many other ways, chaplains are fully integrated into the life of the system. Norton Heart & Vascular Institute Norton Heart & Vascular Institute is a regional leader in cardiovascular disease prevention and treatment. 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 adult-service hospitals and numerous diagnostic outpatient and specialty centers throughout the region. Four hospitals are accredited by the American College of Cardiology as Chest Pain Centers. Three of them - Norton Audubon Hospital, Norton Brownsboro Hospital and Norton Hospital - serve as American Heart Association award-winning regional percutaneous coronary intervention (PCI) receiving centers. Norton Audubon Hospital has been recognized year after year with the American College of Cardiology's HeartCare Center: National Distinction of Excellence accreditation. It is the only hospital in Louisville with this distinction. 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. 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 valve replacement; and repair of life-threatening vascular conditions. Vascular surgeons treat the spectrum of arterial and venous disease with both endovascular and open surgical procedures. More information is available at NortonHeartAndVascularInstitute.com. Norton Orthopedic Institute Norton Orthopedic Institute 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 Orthopedic Center of Excellence by DNV, as meeting guidelines of the American Academy of Orthopedic 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. More information is available at NortonOrthopedicInstitute.com.
Form 990, Part III, Line 4a Program Service Accomplishment #4	Norton Women's Care Norton Women's Care offers a complete range of services with an emphasis on caring for the whole person - mind, body and spirit. Services focus on the health and wellness at all stages of life - adolescence, prepregnancy, pregnancy, motherhood, midlife and beyond. More patients choose 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. Specialty services include full gynecologic care; a pelvic health program; obstetrics, including high-risk pregnancy care; cardio-obstetrics; support from certified nurse midwives and doulas; newborn care with access to Level III and IV neonatal intensive care units; cancer prevention and treatment, including a comprehensive breast health program; a dedicated women's heart and vascular care, education and support program; a bone health program addressing osteoporosis, rheumatology and prevention of other orthopedic diseases; and Norton Women's Mental Health Services for evaluation and treatment of issues including depression, premenstrual dysphoric disorder, infertility and menopause. Norton Women's Care also offers a variety of educational wellness programs through the Marshall Women's Health & Education Center on the Norton Healthcare - St. Matthews campus. More information is available at NortonWomensCare.com. In 2024, Norton Women's Care birthing facilities at Norton Hospital, Norton Women's & Children's Hospital and Norton Kings' Daughters' Health provided care and medical services for 9,439 deliveries. In 2023, Norton Women's Care was recognized as High Performing in Adult Maternity Care (Uncomplicated Pregnancy) by U.S. News & World Report. Norton Prevention & Wellness Norton Prevention & Wellness is supported in part by the Norton Healthcare Foundation, which raises funds exclusively for Norton Healthcare's adult-service hospitals and services. In 2024, Norton Prevention & Wellness staff provided preventive screenings aboard the Norton Prevention & Wellness Mobile Prevention Center in collaboration with various community partners. Mammograms and wellness exams, including cervical cancer screenings, were provided to several women. Of those, over 10% had not been screened in the past five years and some had never had a mammogram. Of the over 100 Mobile Prevention Center events, over half took place in underserved communities, and over 50% 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 numerous 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 patients, and several people received at-home testing kits. To help eliminate barriers to care, Norton Prevention & Wellness implemented a dedicated phone number, (502) 446-9355 (WELL), that links eligible patients to colonoscopy scheduling or requesting of in-home tests. In collaboration with many community partners, staff provided health screenings (blood pressure, body mass index, glucose and cholesterol levels) for numerous participants in multiple locations throughout Jefferson County and surrounding counties, including in Southern Indiana. A1C level screening is now available for participants with abnormal glucose levels. Each participant received education on healthy lifestyle choices, such as diet and exercise. Norton Prevention & Wellness conducted American Lung Association Freedom From Smoking classes in 2024. Nearly half of the attendees reported being tobacco-free. In 2024, Norton Prevention & Wellness offered Hands-Only CPR classes in the community in collaboration with community partners. * Norton Prevention & Wellness was the primary coordinator for the Hispanic Health Fair and the Get Healthy Walking Club Expo, bringing together many vendors and services in one location to serve all ages. All participants who had abnormal results from any of our health screening events also received navigation assistance with a registered nurse to connect them to healthcare resources, and assist them in overcoming barriers to access care. 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 along with the services listed below. Child passenger safety technicians check car and booster seats and also provide car and booster seats at free checkup clinics statewide. In 2024, virtual and in-person car seat checks were completed. Additionally, new child passenger safety technicians were certified on how to properly install car seats. Several third and fourth graders across Kentucky learned about bicycle safety through the Norton Children's Hospital Bike Safety Rodeo in 2024. The Safety City program welcomed over second-grade students to learn about bike and pedestrian safety. In a virtual program, kindergarten students participated in the Building Health Superheroes virtual field trip. Building Healthy Superheroes is designed to teach healthy and safe lifestyle choices for children. This superhero-themed virtual option provides teachers with resources to administer the course, and students graduate as a "healthy superhero" at the conclusion of the class. Norton Children's Food Pantries served individuals with food insecurity needs. These pantries also provided jars of baby food and 1,418 boxes of diapers and wipes. Norton Children's Prevention & Wellness provided in-person education and supplies to community members. Virtual classes in 2024 served individuals with prevention and wellness programming. Events included cooking workshops, child safety classes and safe grandparenting classes. The Norton Children's Safety Care-a-van program distributed pieces of safety equipment and educational materials to families, more than five times the number distributed 2023. In exchange, Safety Surveys were collected to help Norton Children's Prevention & Wellness tailor programming to community need. Through a collaboration with Louisville Metro Police Department, unused and expired medications were collected during the National Prescription Drug Take Back Day to promote medication safety. The "Just for Kids" Transport Team transports babies and children from across the region to Norton Children's Hospital. Transportation is provided by helicopter and five specially equipped ambulances known as mobile intensive care units. In 2024, 2,904 transportation trips were completed. Kentucky Poison Control Center of Norton Children's Hospital In 2024, the center managed individual cases from calls and provided continued assistance through follow-up calls to concerned families in all 120 counties in Kentucky, as well as to physicians and other health care providers from every health care facility in the state. The primary mission of the Kentucky Poison Control Center of Norton Children's Hospital is to reduce illness and death from poisoning in Kentucky. The center provides 24/7 free and confidential access to specially trained nurses, pharmacists and physicians who are certified in toxicology. They are specialists in communicating advice to health care professionals, first responders, patients, parents, family members, the general public and the media. Some of the more common calls received involve medications, tobacco products, household cleaning products, plants and personal care items. Calls also are answered about work-related exposures in farming and industry, food poisoning, insect bites and snakebites, and a variety of other potential hazards. On average , the poison control center's hotline at (800) 222-1222 receives more than 30,000 calls annually, 24 hours a day, 365 days a year. Three of every four patients from those calls are successfully managed safely and inexpensively at home, reducing unnecessary emergency room visits and/or shortening hospital stays. More information is available at KYPoisonControl.com.
Form 990, Part III, Line 4a Program Service Accomplishment #5	Norton Neuroscience Institute Established in early 2009, Norton Neuroscience Institute is the region's leading provider of neurologic care. The multidisciplinary comprehensive program has more than 120 subspecialty fellowship-trained neurosurgeons, neurologists, neuropsychologists and advanced practice providers. These specialists are trained to provide patients and their families with advanced treatment for complex neurologic disorders, including ALS; aneurysms; brain tumors; epilepsy; headache and concussion; memory and dementia disorders; movement disorders, including Parkinson's disease; multiple sclerosis; pediatric neurosurgery; spinal injuries and disorders; stroke; and more. Patients also have access to Norton Neuroscience Institute Cressman Neurological Rehabilitation, which offers advanced technology and specialized services in one location. Norton Neuroscience Institute provides leadership for a regional stroke care network. Four of Norton Healthcare's adult-service hospitals in Louisville are certified by DNV, with Norton Brownsboro Hospital designated as a Comprehensive Stroke Center, representing the highest level of stroke care. In addition, Norton Hospital and Norton Brownsboro Hospital received 2024 American Heart Association Get With the Guidelines - Stroke designations. Norton Brownsboro Hospital received Gold Plus designation, the highest possible award. Norton Neuroscience Institute is a leader in the region for providing innovative surgery technology, such as NeuroPace, NeuroBlate, focused ultrasound and ROSA (a robotic surgical assistant) and leading-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 With more than 50 locations across Louisville, Southern Indiana and surrounding areas, Norton Community Medical Associates provides trusted primary care for adults and children with a focus on prevention, wellness and personalized support. Experienced providers partner with patients to manage both short- and long-term health needs, offering services such as annual physicals, vaccines, full-body checkups, treatment for minor illnesses and injuries, and care coordination for chronic conditions. Patients also benefit from integrated mental health support through Norton Behavioral Medicine, access to specialists at Wendy Novak Diabetes Institute, nutrition and weight loss guidance, and on-site lab work and diagnostic testing. In addition to individualized care, our providers are active in promoting community wellness through medical screenings, education and outreach programs that support early intervention and healthier communities. Norton Research Institute Norton Healthcare guides one of the largest portfolios of clinical research of any community health care system in the United States. Originally opened in 2001 as Norton Healthcare Research Office, Norton Research Institute is dedicated to conducting high-quality, cutting-edge research that brings new treatments to those who need it most. The institute supports Norton Healthcare's community's medical providers who are at the leading edge of advancements and discoveries. Norton Research Institute includes over 300 clinical research professionals providing support for active studies, including translational research, device studies, health outcome studies, biorepository and bench lab research, data collection and Phase 1, Phase 2 and Phase 3 clinical trials. Our portfolio of 750 studies stretches over more than 30 specialties across the spectrum of adult and pediatric care. Norton Research Institute is focused on conducting research in a manner that protects the rights and well-being of all who participate in clinical trials and is dedicated to upholding ethical standards in our research practices. * Areas of clinical research focus include pediatrics, oncology, cardiology, orthopedics and spine, infectious diseases, neurology, neurosurgery, and pulmonology. * The pediatric research portfolio through Norton Children's Research Institute, affiliated with the UofL School of Medicine, is critical to the mission of Norton Children's Hospital, the only pediatric hospital in our service area. * 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 2023, Norton Healthcare started building research capacity and infrastructure (including a research laboratory) to address Parkinson's disease, movement disorders and memory disorders. The laboratory was completed and opened in 2024. * In 2024, Norton Healthcare initiated efforts to build a 1,500-square-foot lab to house an islet clinical transplant program. The lab, one of only 11 in the country, will allow the team to isolate and prepare the cells for transplant, pioneer new islet treatments and lead clinical studies. Norton Cancer Institute As the leading provider of cancer care in Louisville and Southern Indiana, Norton Cancer Institute's mission is to blend comprehensive treatment and services with compassion, hope and healing for patients and their families. Leading pioneering research, our subspecialized oncologists serve as principal investigators on studies that drive the development of innovative treatments now shaping cancer care nationwide. Through a multidisciplinary approach, its team offers patients the latest in treatments and technology focused on cancer prevention, diagnosis, care and survivorship. The institute's specialists cover a broad range of tumor-specific subspecialties in medical, radiation and surgical oncology in the following areas: breast, dermatology, gastrointestinal, genitourinary, gynecologic, head and neck, hematology, neurologic, orthopedic, sarcoma and connective tissue, and thoracic oncology. Our specialists also provide care in behavioral oncology, cancer genetics and hematology. Norton Cancer Institute offers state-of-the-art medical, surgical and radiation therapies, including minimally invasive robotic surgery, stereotactic radiosurgery and advanced brachytherapy. 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 the Norton Hospital and Children's Hospital foundations In 2024, Norton Children's Hospital Foundation and Norton Healthcare Foundation raised over $32 million to support the mission of Norton Healthcare. Grants were invested to supporting a wide range of initiatives to expand workforce, enhance facilities, establish new programs and provide facility advancements. Additional funds were set aside in restricted funds for future use. This support made possible: * MRI-guided high-frequency focused ultrasound procedure to treat essential tremor * Community room and services at Norton West Louisville Hospital * The Heel, Dog, Heal facility dog program across Norton Healthcare facilities, including 10 trained dogs and their handlers * Wendy Novak Diabetes Institute Perinatal Program * Creation of Norton Neuroscience Institute Cressman Parkinson's Research program * Equipment to expand breast cancer surgery capabilities at Norton Brownsboro Hospital * Norton eCare School Telehealth * Expressive therapists for Norton Cancer Institute Pat Harrison Resource Center * Norton Women's Doula Program
Form 990, Part V, Line 1a COMMON PAYING AGENT FORMS 1099	NORTON HEALTHCARE, INC. (NHC), EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NHC, NORTON HOSPITALS, INC., COMMUNITY MEDICAL ASSOCIATES, INC., NORTON PROPERTIES, INC., NORTON HEALTHCARE FOUNDATION, INC. AND THE CHILDREN'S HOSPITAL FOUNDATION INC. THEREFORE, ALL VENDORS, INCLUDING INDEPENDENT CONTRACTORS, ARE PAID AND REPORTED BY NHC. ON BEHALF OF THESE NAMED ENTITIES. FOR PURPOSES OF PART V, LINE 1, THE NUMBER OF 1099S REPORTED AND FILED FOR 2024 BY NHC WAS 1,659. NHC HAS 113 INDEPENDENT CONTRACTORS EXCEEDING $100,000 FOR 2024. NHC, THE COMMON PAYING AGENT, REPORTED 1,659 VENDORS ON FORM 1096 FOR 2024.
Form 990, Part V, Line 1b W-2 G COMMON PAYING AGENT	NORTON HEALTHCARE INC., AS THE COMMON PAYING AGENT, FILED FOUR FORM W-2Gs ON BEHALF OF THE CHILDREN'S HOSPITAL FOUNDATION, INC. AND FILED TWO FORM W-2G ON BEHALF OF NORTON HEALTHCARE FOUNDATION, INC in 2024.
Form 990, Part V, Line 1c COMMON PAYING AGENT FOR VENDORS	NORTON HEALTHCARE, INC. (NHC), EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NHC AND ALL AFFILIATES. NHC REQUIRES THAT ALL VENDORS PROVIDE AN ACCURATE TAXPAYER IDENTIFICATION NUMBER ON A FORM W-9, AS REQUIRED BY LAW, PRIOR TO ASSURANCE OF ANY PAYMENT.
Form 990, Part V, Line 2a COMMON PAYING AGENT FOR EMPLOYEES	NORTON HEALTHCARE, INC. (NHC) EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NORTON HOSPITALS, INC., NORTON PROPERTIES, INC., COMMUNITY MEDICAL ASSOCIATES, INC., NORTON HEALTHCARE FOUNDATION, INC., NORTON KING'S DAUGHTERS' HOSPITAL, NORTON HEALTHCARE - INDIANA, INC., AND THE CHILDREN'S HOSPITAL FOUNDATION, INC. THEREFORE, ALL APPLICABLE IRS TAX COMPLIANCE FILINGS ARE REPORTED BY NHC. ON BEHALF OF THESE NAMED ENTITIES. NHC HAS APPROXIMATELY 5,716 EMPLOYEES. NHC, THE COMMON PAYING AGENT, REPORTED ___ EMPLOYEES ON FORM W-3 FOR 2024.
Form 990, Part VI, Line 1a Delegate broad authority to a committee	he 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, ADAM D. KEMPF (Officers, Norton Enterprise, Inc.) - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body	At the October 2025 Norton Healthcare, Inc. (NHC) Finance Committee meeting and at the October 2025 NHC Board of Trustees meeting, the Forms 990 and Supplemental Schedules were discussed and Committee Members and Trustees had an opportunity to ask questions. Coinciding with the Finance Committee meeting, electronic copies of the Forms 990 and Supplemental Schedules were made available to all members of the Finance Committee and the Board of Trustees through the Director's Portal site, prior to the filing with the IRS. NHC is the parent of Community Medical Associates, Inc., Norton Hospitals, Inc., Norton Properties, Inc., Norton Healthcare Foundation, Inc., The Children's Hospital Foundation, Inc., Norton King's Daughters' Health, Inc., and Norton Healthcare-Indiana, Inc.
Form 990, Part VI, Line 12c Conflict of interest policy	THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ANNUALLY DISTRIBUTING A QUESTIONNAIRE THAT REQUIRES OFFICERS, TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE INTERESTS THAT MAY GIVE RISE TO CONFLICTS. IF A CONFLICT ARISES, THE POLICY PROVIDES PROCEDURES FOR ADDRESSING CONFLICTS TO ENSURE DECISIONS ARE MADE IN THE BEST INTEREST OF THE ORGANIZATION.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	Please see explanation provided for Form 990, Part VI, Line 15b.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	The organization takes all necessary steps to ensure that compensation for all officers, directors and key employees is reasonable and appropriate for the services provided to the organization. The organization provides a total compensation package that is on par with compensation provided by similar organizations and which conforms to the policies and guidelines set out by the Board of Trustees. Norton Healthcare, Inc. (NHC) engages an outside independent compensation consultant, Gallagher, to provide comparability data, including review of other health systems and hospital organizations that have filed Form 990s, for NHC's officers and key employees on total compensation for similar positions at health systems and hospital organizations similar in size, scope of services, and circumstances. In addition, the organization participates in third party surveys which provide aggregate, comparative compensation data for officers and key employees in similar positions at similar organizations. Gallagher consultants presented and discussed this comparability data in 2023 for the 2024 compensation review and met in 2024 for the 2025 compensation review with the Executive Committee of the Board of Trustees (Board). The Committee reviewed the executive compensation and benefits program, determined total compensation for the CEO, and approved compensation for other officers and key employees. The Committee reviewed NHC's variable compensation program and determined appropriate awards for performance relative to goals set for the year. After the Committee determined appropriate compensation and benefits for officers and key employees, the Board approved their total compensation.
Form 990, Part VI, Line 19 Required documents available to the public	CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE HERE: HTTPS://NORTONHEALTHCARE.COM/ABOUT-US/FINANCIAL-INFORMATION/. GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE FORM 990 TAX RETURN IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
Form 990, Part VII, Section A, Line 1a, Column (D) Board Member Stipend Payments	Norton Healthcare, Inc. (NHC) and Affiliates (Norton Hospitals, Inc., Community Medical Associates, Inc., Norton Properties, Inc., Norton Healthcare Foundation, Inc., The Children's Hospital Foundation, Inc., Norton King's Daughters' Health, Inc., and Norton Healthcare-Indiana, Inc.) encourages and facilitates Board member attendance at educational programs and conferences on subjects relevant to NHC. NHC's travel policy for Board of Trustees provides that for each Trustee that attends at least one out of town educational conference, a lump sum stipend will be paid to cover unreimbursed travel expense and other miscellaneous expenses associated with conference preparation, attendance or follow up. In compliance with IRS Regulations, NHC provides a Form 1099 to any Trustee that receives a stipend. These amounts have been reported in Part VII on the Form 990 as reportable compensation to the Trustee receiving stipends in 2024.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	CREDIT CARD REBATE - Total Revenue: 1809283, Related or Exempt Function Revenue: 1809283, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; EMPLOYEE EMERGENCY FUND - Total Revenue: 146146, Related or Exempt Function Revenue: 146146, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; MISCELLANEOUS INCOME - Total Revenue: 3505413, Related or Exempt Function Revenue: 3186291, Unrelated Business Revenue: 319122, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11g Other Fees	Credit Card Fees - Total Expense: 3227396, Program Service Expense: 2743287, Management and General Expenses: 484109, Fundraising Expenses: ; Bank Fees - Total Expense: 1265899, Program Service Expense: 1076014, Management and General Expenses: 189885, Fundraising Expenses: ; Other Purchased Services - Total Expense: 99687937, Program Service Expense: 84734746, Management and General Expenses: 14953191, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	SWAP MARK TO MARKET ADJUSTMENT - 1152907; CHANGE IN MINIMUM PENSION LIABILITY - 6979451; CHANGE IN NET PERIODIC PENSION COST - -2409603; OTHER - -707646; Total - 5015109;
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, 2024. The other components of net periodic pension cost was $2.4 million for year ended December 31, 2024.

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	$91,906,600	TotalIncomeAmt
End Of Year Assets	$16,826,012	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	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (25 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Norton Hospital Inc
Q	$560,627,549	FMV
Norton Hospitals Inc
R	$2,875,517,394	FMV
Norton Hospitals Inc
S	$1,702,619,297	FMV
Community Medical Associates Inc
Q	$184,443,489	FMV
Community Medical Associates Inc
R	$661,606,058	FMV
Community Medical Associates Inc
S	$737,614,360	FMV
Norton Properties Inc
K	$10,843,991	FMV
Norton Properties Inc
Q	$6,672,952	FMV
Norton Properties Inc
R	$3,367,895	FMV
Norton Properties Inc
S	$74,101,341	FMV
The Children's Hospital Foundation Inc
C	$1,801,593	FMV
The Children's Hospital Foundation Inc
Q	$310,026	FMV
The Children's Hospital Foundation Inc
R	$26,321,925	FMV
The Children's Hospital Foundation Inc
S	$5,386,078	FMV
Norton Healthcare Foundation Inc
C	$2,869,217	FMV
Norton Healthcare Foundation Inc
Q	$128,355	FMV
Norton Healthcare Foundation Inc
R	$923,212	FMV
Norton Healthcare Foundation Inc
S	$2,350,185	FMV
Norton Healthcare - Indiana Inc
Q	$45,990,696	FMV
Norton Healthcare - Indiana Inc
R	$95,445,923	FMV
Norton Healthcare - Indiana Inc
S	$169,714,638	FMV
Norton King's Daughters' Health Inc
Q	$50,952,652	FMV
Norton King's Daughters' Health Inc
R	$24,985,992	FMV
Norton King's Daughters' Health Inc
S	$28,591,901	FMV
Norton Enterprises Inc
R	$725,738	FMV