UNIVERSITY MEDICAL CENTER INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY MEDICAL CENTER INC (EIN 61-1293786)
Tax period: 2014-07-01 to 2015-06-30
Filed: 2016-05-13
IRS object ID: 201621349349306362
Schema version: 2014v6.0
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-13T15:27:38-05:00	ReturnTs
Tax Period End	2015-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	470617373	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Catholic Health Initiatives	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	198 Inverness Drive West	AddressLine1Txt
City	Englewood	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80112	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	611293786	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	University Medical Center Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIV	BusinessNameControlTxt
Phone	5025623621	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	250 E LIBERTY ST	AddressLine1Txt
City	Louisville	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KENNETH MARSHALL	PersonNm
Person Title	President	PersonTitleTxt
Signature	2016-05-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARK STOCKI	PreparerPersonNm
PTIN	P00642127	PTIN
Phone	3032989100	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-08-17 19:52:53Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	University of Louisville Hospital	BusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Kenneth Marshall	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	250 E LIBERTY ST	AddressLine1Txt
City	Louisville	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$576,430,416	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.kentuckyonehealth.org/universityoflouisvillehospital	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1995	FormationYr
Legal Domicile State	KY	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE PATIENT CARE TO OUR COMMUNITY AND TO SERVE AS A MAJOR TEACHING HOSPITAL FOR EDUCATION AND TRAINING IN MEDICINE, DENTISTRY, NURSING, AND ALLIED HEALTH PROFESSIONS.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	258	TotalEmployeeCnt
Total Volunteers	500	TotalVolunteersCnt
Total Gross UBI	$6,351	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$1,449	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$53,823	PYContributionsGrantsAmt
CY Contributions Grants	$26,820	CYContributionsGrantsAmt
PY Program Service Revenue	$498,237,250	PYProgramServiceRevenueAmt
CY Program Service Revenue	$543,110,389	CYProgramServiceRevenueAmt
PY Investment Income	$548,623	PYInvestmentIncomeAmt
CY Investment Income	-$117,441	CYInvestmentIncomeAmt
PY Other Revenue	$26,722,812	PYOtherRevenueAmt
CY Other Revenue	$33,410,648	CYOtherRevenueAmt
PY Total Revenue	$525,562,508	PYTotalRevenueAmt
CY Total Revenue	$576,430,416	CYTotalRevenueAmt
PY Grants And Similar Paid	$182,194	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$13,142,381	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$160,012,826	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$145,145,127	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$335,889,486	PYOtherExpensesAmt
CY Other Expenses	$364,465,955	CYOtherExpensesAmt
PY Total Expenses	$496,084,506	PYTotalExpensesAmt
CY Total Expenses	$522,753,463	CYTotalExpensesAmt
PY Revenues Less Expenses	$29,478,002	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$53,676,953	CYRevenuesLessExpensesAmt
Total Assets BOY	$424,670,418	TotalAssetsBOYAmt
Total Assets EOY	$483,186,223	TotalAssetsEOYAmt
Total Liabilities BOY	$172,454,416	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$177,293,268	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$252,216,002	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$305,892,955	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE PATIENT CARE TO OUR COMMUNITY AND TO SERVE AS A MAJOR TEACHING HOSPITAL FOR EDUCATION AND TRAINING IN MEDICINE, DENTISTRY, NURSING, AND ALLIED HEALTH PROFESSIONS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$438,947,265	ExpenseAmt
Grant	$13,142,381	GrantAmt
Revenue	$543,104,038	RevenueAmt
Desc	UNIVERSITY MEDICAL CENTER OPERATES THE UNIVERSITY OF LOUISVILLE HOSPITAL, WHICH IS A TEACHING FACILITY HOSPITAL DESIGNATED AS A REGIONAL TRAUMA CENTER AND PROVIDES CARE TO THE MEDICALLY NEEDY REGARDLESS OF THEIR ABILITY TO PAY. SEE SCHEDULE H FOR ADDITIONAL INFORMATION.	Desc
Total Program Service Expenses	$438,947,265	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	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	Yes (true)	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	258	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	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	false	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	false	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT STELTENPOHL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5025874961	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	200 Abraham Flexner Way	AddressLine1Txt
City	Louisville	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JOAN COLEMAN
CHAIR	1.00	0	Yes (X)	Yes (X)	$0	$0	$0
GERARD J ANDERSON
VICE CHAIR	1.00	0	Yes (X)	Yes (X)	$0	$0	$0
Laurence Benz DPT MBA OCS
DIRECTOR	1.00	0	Yes (X)		$0	$0	$0
Sharmila Makhija MD
Director	1.00	0	Yes (X)		$0	$0	$0
MARCIA HERN EDD cns rn
DIRECTOR	1.00	0	Yes (X)		$0	$0	$0
KELLY M MCMASTERS MD PHD
DIRECTOR	1.00	0	Yes (X)		$0	$0	$0
PHILLIP BOND
DIRECTOR	1.00	0	Yes (X)		$0	$0	$0
MARTHA NEAL COOKE
DIRECTOR	1.00	0	Yes (X)		$0	$0	$0
TONI GANZEL MD
DIRECTOR	1.00	0	Yes (X)		$0	$0	$0
CHARLIE JOHNSON
DIRECTOR	1.00	0	Yes (X)		$0	$0	$0
DEBRA M Murphy
DIRECTOR	1.00	0	Yes (X)		$0	$0	$0
SANDY METTS SnoWDEN
DIRECTOR	1.00	0	Yes (X)		$0	$0	$0
LINDY STREET
DIRECTOR	1.00	0	Yes (X)		$0	$0	$0
SEAN FRANCIS
DIRECTOR	1.00	0	Yes (X)		$0	$0	$0
HARLAN SANDS
DIRECTOR	1.00	0	Yes (X)		$0	$0	$0
JAMES H TAYLOR MD PHD
CEO	50.00	0		Yes (X)	$443,488	$0	$110,872
KENNETH MARSHALL
President	50.00	0		Yes (X)	$443,527	$0	$58,819
NORMA RACINE
SECRETARY	40.00	0		Yes (X)	$96,943	$0	$6,222
FRANCES E SMITH
NURSE DIRECTOR	40.00	0.00			$148,096	$0	$37,024	Yes (X)
KAREN A NUTGRASS
HR PAYROLL MANAGER	40.00	0.00			$116,476	$0	$29,119	Yes (X)
PAULINE HAYES
CLINICAL MANAGER	40.00	0.00			$111,035	$0	$27,759	Yes (X)
CYNTHIA ECKERT
CLINICAL MANAGER	40.00	0.00			$109,149	$0	$27,287	Yes (X)
Lisa Wright
Clinical Manager	40.00	0			$101,691	$0	$25,423	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,570,405	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$322,525	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	6	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (true)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CONIFER HEALTH SOLUTIONS
1500 S DOUGLAS ROAD	ANAHEIM	CA	92806	ADMIN SERVICES	$9,178,560
MORRISON MANAGEMENT SPECIAL
5801 PEACHTREE DUNWOODY ROAD	ATLANTA	GA	30342	FOOD SERVICES	$5,650,684
CROTHALL HEALTHCARE INC
13028 COLLECTION CENTER DRIVE	CHICAGO	IL	60693	ENVIRONMENTAL SERVICES	$5,538,499
Louisville Cyberknife LLC
PO Box 6600	Newport Beach	CA	92658	cancer treatment	$3,402,000
Varian Medical Systems Inc
660 N McCarthy Blvd	Milpitas	CA	95035	equipment maintenance	$3,165,219

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	66	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$0	GovernmentGrantsAmt
All Other Contributions	$26,820	AllOtherContributionsAmt
Noncash Contributions	$0	NoncashContributionsAmt
Total Contributions	$26,820	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Patient Services	900099	$538,428,623	$538,422,272	$6,351	$0
Meaningful Use	900099	$3,203,762	$3,203,762	$0	$0
Intercompany Transactions	900099	$1,478,004	$1,478,004	$0	$0
		$0		$0	$0
		$0	$0	$0	$0

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	$543,110,389	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$160,893	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$160,893	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$217,880	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$217,880	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$217,880	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$217,880	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	-$278,334	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	-$278,334	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$278,334	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$278,334	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$0	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

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)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Pharmacy Services	446110	$29,716,292	$0	$0	$29,716,292
Education	611710	$135,093	$0	$0	$135,093
Parking Lot	812930	$125,768	$0	$0	$125,768

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,215,615	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$3,215,615	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$33,192,768	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$576,430,416	TotalRevenueColumnAmt
Related Or Exempt Func Income	$543,104,038	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$6,351	UnrelatedBusinessRevenueAmt
Exclusion	$33,293,207	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	$62,349	TotalAmt
Program Services	$62,349	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$13,080,032	TotalAmt
Program Services	$13,080,032	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$116,657,831	TotalAmt
Program Services	$104,575,479	ProgramServicesAmt
Management And General	$12,082,352	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$5,607,114	TotalAmt
Program Services	$4,884,949	ProgramServicesAmt
Management And General	$722,165	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$14,096,651	TotalAmt
Program Services	$12,281,080	ProgramServicesAmt
Management And General	$1,815,571	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$8,783,531	TotalAmt
Program Services	$7,652,261	ProgramServicesAmt
Management And General	$1,131,270	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,073,823	TotalAmt
Management And General	$1,073,823	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$19,190	TotalAmt
Management And General	$19,190	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$30,204	TotalAmt
Management And General	$30,204	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$111,486,003	TotalAmt
Program Services	$56,784,029	ProgramServicesAmt
Management And General	$54,701,974	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$7,050	TotalAmt
Program Services	$30	ProgramServicesAmt
Management And General	$7,020	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,239,364	TotalAmt
Program Services	$7,484,440	ProgramServicesAmt
Management And General	$754,924	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$4,761,183	TotalAmt
Program Services	$3,294,887	ProgramServicesAmt
Management And General	$1,466,296	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$9,805,788	TotalAmt
Program Services	$9,470,976	ProgramServicesAmt
Management And General	$334,812	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$131,313	TotalAmt
Program Services	$82,528	ProgramServicesAmt
Management And General	$48,785	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$13,616	TotalAmt
Program Services	$11,578	ProgramServicesAmt
Management And General	$2,038	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$7,446,223	TotalAmt
Program Services	$7,446,223	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$6,123,546	TotalAmt
Management And General	$6,123,546	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$24,060,054	TotalAmt
Program Services	$23,813,098	ProgramServicesAmt
Management And General	$246,956	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,245,272	TotalAmt
Management And General	$3,245,272	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
Medical Supplies	$114,924,288	$114,924,288
Bad debts	$40,468,287	$40,468,287
Intercompany Allocations	$17,328,768	$17,328,768
State Provider Tax	$7,247,579	$7,247,579

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,054,404	TotalAmt
Program Services	$8,054,404	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$522,753,463	TotalAmt
Program Services	$438,947,265	ProgramServicesAmt
Management And General	$83,806,198	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$104,022	BOYAmt
EOY	$60,907	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$78,846,162	BOYAmt
EOY	$150,757,288	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$67,036,982	BOYAmt
EOY	$68,724,325	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	$1,333,000	BOYAmt
EOY	$1,333,000	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,115,614	BOYAmt
EOY	$1,067,360	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$9,664,932	BOYAmt
EOY	$11,806,182	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,350,453	BOYAmt
EOY	$2,593,507	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$213,924,068	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$54,724,371	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$166,267,387	BOYAmt
EOY	$159,199,697	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$32,257,145	BOYAmt
EOY	$32,154,231	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$53,178,005	BOYAmt
EOY	$53,178,005	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$11,516,716	BOYAmt
EOY	$2,311,721	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$424,670,418	BOYAmt
EOY	$483,186,223	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$32,633,229	BOYAmt
EOY	$22,107,814	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$5,769,115	BOYAmt
EOY	$43,882,634	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,116,084	BOYAmt
EOY	$430,742	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$66,290,809	BOYAmt
EOY	$64,856,227	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$65,645,179	BOYAmt
EOY	$46,015,851	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$172,454,416	BOYAmt
EOY	$177,293,268	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$252,216,002	BOYAmt
EOY	$305,892,955	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$252,216,002	BOYAmt
EOY	$305,892,955	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$424,670,418	BOYAmt
EOY	$483,186,223	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$53,676,953	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
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	Yes (true)	GrantsOtherOrganizationsInd
Grants Other Organizations	$30,204	GrantsOtherOrganizationsAmt
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$30,204	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	The portion of organization dues that are related to lobbying are as follows: American Hospital Association - $4,718 Catholic Health Association - $1,474 Kentucky Hospital Association - $24,012	ExplanationTxt

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$66,855,675	OtherCostOrOtherBasisAmt
Depreciation	$7,738,813	DepreciationAmt
Book Value	$59,116,862	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$68,261,208	OtherCostOrOtherBasisAmt
Depreciation	$16,056,837	DepreciationAmt
Book Value	$52,204,371	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$61,067,763	OtherCostOrOtherBasisAmt
Depreciation	$30,584,034	DepreciationAmt
Book Value	$30,483,729	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,739,422	OtherCostOrOtherBasisAmt
Depreciation	$344,687	DepreciationAmt
Book Value	$17,394,735	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$159,199,697	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
Intercompany Payables	$36,250,956
Self-Insurance Reserves and Claims	$3,285,727
Unclaimed Property	$1,960
Environmental Remediation Liability	$279,868
Miscellaneous	$3,041,904
Accrued Contracts	$3,155,436

Field	Value	IRS element (for citing)
Total Liability	$46,015,851	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	FormAndLineReferenceDesc
Explanation	University Medical Center's financial information is included in the consolidated audited financial statements of Catholic Health Initiatives (CHI), a related organization. CHI's FIN 48 (ASC 740) footnote for the year ended June 30, 2015, reads as follows: "CHI is a tax-exempt Colorado corporation and has been granted an exemption from federal income tax under Section 501(c)(3) of the Internal Revenue Code. CHI owns certain taxable subsidiaries and engages in certain activities that are unrelated to its exempt purpose and therefore subject to income tax. Management reviews its tax positions annually and has determined that there are no material uncertain tax positions that require recognition in the accompanying consolidated financial statements.	ExplanationTxt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	false	FPGReferenceFreeCareInd
FPG Reference Discounted Care	false	FPGReferenceDiscountedCareInd
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (true)	ExpensesExceedBudgetInd
Unable To Provide Care	false	UnableToProvideCareInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Persons Served	8898	PersonsServedCnt
Total Community Benefit Expns	$9,201,736	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$6,561,142	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,640,594	NetCommunityBenefitExpnsAmt
Total Expense	0.0055	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$126,390,245	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$93,784,900	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$32,605,345	NetCommunityBenefitExpnsAmt
Total Expense	0.0676	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	8898	PersonsServedCnt
Total Community Benefit Expns	$135,591,981	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$100,346,042	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$35,245,939	NetCommunityBenefitExpnsAmt
Total Expense	0.0731	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	7	ActivitiesOrProgramsCnt
Persons Served	6924	PersonsServedCnt
Total Community Benefit Expns	$622,810	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$622,810	NetCommunityBenefitExpnsAmt
Total Expense	0.0013	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Activities Or Programs	2	ActivitiesOrProgramsCnt
Persons Served	136	PersonsServedCnt
Total Community Benefit Expns	$95,083,361	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$45,722,471	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$49,360,890	NetCommunityBenefitExpnsAmt
Total Expense	0.1023	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Persons Served	570	PersonsServedCnt
Total Community Benefit Expns	$132	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$132	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$253,487	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$253,487	NetCommunityBenefitExpnsAmt
Total Expense	0.0005	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	11	ActivitiesOrProgramsCnt
Persons Served	7630	PersonsServedCnt
Total Community Benefit Expns	$95,959,790	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$45,722,471	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$50,237,319	NetCommunityBenefitExpnsAmt
Total Expense	0.1042	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	11	ActivitiesOrProgramsCnt
Persons Served	16528	PersonsServedCnt
Total Community Benefit Expns	$231,551,771	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$146,068,513	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$85,483,258	NetCommunityBenefitExpnsAmt
Total Expense	0.1772	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Persons Served	59	PersonsServedCnt
Total Community Benefit Expns	$804	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$804	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Persons Served	59	PersonsServedCnt
Total Community Benefit Expns	$804	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$804	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$40,468,287	BadDebtExpenseAmt
Bad Debt Expense Attributable	$0	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$97,145,713	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$81,289,725	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	$15,855,988	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	University of Louisville Hospital	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Website Address	www.kentuckyonehealth.org/universityoflouisvillehospital	WebsiteAddressTxt
State License	100220	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Teaching Hospital	Yes (X)	TeachingHospitalInd
Research Facility	Yes (X)	ResearchFacilityInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	University of Louisville Hospital	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
CHNA Conducted	12	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	http://www.kentuckyonehealth.org/documents/University%20of%20Louisville%20CHNA.pdf	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	12	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	http://www.kentuckyonehealth.org/documents/ULH%20Implementation%20Strategy.pdf	StrategyWebsiteURLTxt
Strategy Attached	false	StrategyAttachedInd
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
Income Level Criteria	Yes (X)	IncomeLevelCriteriaInd
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	www.kentuckyonehealth.org/financialassistance	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	www.kentuckyonehealth.org/financialassistance	FAPAppAvailableOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Notice Displayed	Yes (X)	FAPNoticeDisplayedInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
FAP Notified Upon Admission	Yes (X)	FAPNotifiedUponAdmissionInd
FAP Notified Before Discharge	Yes (X)	FAPNotifiedBeforeDischargeInd
FAP Notified All Patients	Yes (X)	FAPNotifiedAllPatientsInd
Documented Elig Determination	Yes (X)	DocumentedEligDeterminationInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Lowest Negotiated Rates	Yes (X)	LowestNegotiatedRatesInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - University of Louisville Hospital. ULH \| JGBCC is part of KentuckyOne Health which collaborated with the Louisville Metro Department of Public Health and Wellness (LMDPHW), the Kentucky Hospital Association and other Louisville area hospitals to conduct the Community Health Needs Assessment. Other hospital systems that participated included: Baptist Hospital East, Norton Healthcare and Jewish Hospital. Four community forums were held in March 2012 at sites in each quadrant of Jefferson County. Members of the general public were asked to complete a survey on their perceptions of the city's health care needs. The data gained from these forums was utilized to inform the entire process. A fifth forum was conducted by LMDPHW Director Dr. LaQuandra Nesbitt on March 29, 2012 at the Greater Louisville Medical Society tailored to gather input from community leaders, physicians and other health professionals. It was attended by 40 individuals representing a wide array of expertise including Bill Wagner, Executive Director of the Family Health Centers, Inc., Jay Davidson, Executive Director of The Healing Place, and leaders from an array of health and human service agencies that serve low-income and minority populations.
Schedule H, Part V, Section B, Line 6a Facility , 1	Facility , 1 - University of Louisville Hospital. University Medical Center conducted its CHNA with Baptist Hospital East, Norton Healthcare and Jewish Hospital.
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - University of Louisville Hospital. University Medical Center conducted its CHNA with the Louisville Metro Department of Public Health and Wellness (LMDPHW) and the Kentucky Hospital Association.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - University of Louisville Hospital. The most recent Community Health needs assessment identified adult smoking, healthy eating and active living, chronic disease prevention and management as community needs. To address adult smoking, the University of Louisville Hospital is working to Increase the number of people who receive smoking intervention with the following strategies: A. Continue to partner with KCP (Kentucky Cancer Program) to offer free Cooper Clayton Method smoking cessation classes to the community. B. Increase the number of participants in smoking cessation classes by registering residents at health fairs, the Kentucky State Fair, and other community outreach events. C. Partner with University of Louisville faculty to research the effectiveness of smoking bans in our community with the goal of expanding evidence-based smoking reduction programs to other communities. To support Healthy Eating and Active Living the University of Louisville Hospital is working to increase community knowledge of the importance of healthy eating in vulnerable neighborhoods through the following Strategies: A. Partner with the Urban League to support new grocery store 'First Choice' and Walgreens Fresh Food store located in West Louisville by offering a cooking fair to educate the population about the benefits of healthy eating habits. B. Enhance relationship with the Harriet B. Porter Culinary Institute and Sullivan University to promote the Healthy Kitchen initiative to train "Kitchen Ministries" to encourage healthier eating. To address the need of Chronic Diseases Prevention and Management, the University of Louisville Hospital is working to Provide education, screenings, and assessments with the goal of increasing stroke risk awareness through the following strategies: A.Provide stroke staff to provide screenings at community events (e.g. National Stroke Association health fair, Kentucky State Fair) to include glucose checks, cholesterol checks, blood pressure and body fat analysis. B. Provide health departments and family health centers and local retail establishments with educational materials on stroke prevention to increase awareness of risk factors. The Hospital is also partnering with the community to promote improved health status and reduce readmissions through the 'Right at Home' pilot program, using the following Strategies: A.Continue 'Right at Home' pilot program in providing support to Congestive Heart Failure patients who are discharged from ULH \| JGBCC who are deemed a high risk for readmission, in an effort to improve their ability to self-manage their condition at home. This free program includes medication boxes, scales and support from Right at Home employee to ensure that individuals can properly care for themselves. B. Expand the 'Right at Home' Program to serve discharge population beyond Congestive Heart Failure patients. The Hospital is also increasing the number of patients who receive community-based diabetic education through the following Strategies: A. Partner with Family Health Centers (Federally Qualified Health Centers), Park DuValle Community Health Center and Bellarmine University's Diabetes Education Program to explore the feasibility of implementing a collaborative case management program to better serve the needs of these patients in the appropriate community-based setting. B. ULH Stroke partnering with LMPHW on diabetes program at ULH. Classes will be available for the community to attend. Needs Not Addressed Some issues identified through the community health needs assessment have not been addressed in this plan. The ULH \| JGBCC CHNA Planning Team considered the levels to which some needs were already being addressed in the service area. The following outlines how some of the needs identified in the assessment are addressed by others or in different ways. Low Birthweight/Premature Birth University of Louisville Hospital is addressing risky lifestlyes which can lead to low birthweight/premature births. ULH will defer additional services for this need to be addressed through Kosair Children's Hospital, Baptist Health and Norton Healthcare. Mental or Emotional Health Addiction/Substance Abuse Excessive Drinking University of Louisville Hospital currently addresses mental health as we care for those patients with chronic conditions. ULH will defer the services for this need to be addressed within KentuckyOne Health through Our Lady of Peace. In addition, Seven Counties Services, the area's community mental health service, also has the expertise and resources to focus in these areas.
Schedule H, Part V, Section B, Line 13 Facility , 1	Facility , 1 - University of Louisville Hospital. HUD Low Income guidelines used.

Field	Value	IRS element (for citing)
Facility	0	FacilityNum

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B Financial Assistance Policy	In addition to University Medical Center's Financial Assistance Policy, assistance is provided to economically disadvantaged patients at the university hospital by the Quality Care Charity Trust (QCCT). The purpose of the Trust is to manage government funds received and to disburse such funds to UMC for providing hospital care services to economically disadvantaged patients through the University of Louisville Hospital (Hospital). As set forth in the Revised Quality and Charity Care Trust Agreement, the funds available to the Trust from government sources are determined annually, and the Trust disburses these funds to UMC monthly in the amount of one-twelfth of the total funds determined to be available. The Trust is funded by the Louisville Metro Government and the Commonwealth of Kentucky. After the entire amount of funding available to the Trust has been exhausted, as discussed above, UMC is committed to continue to provide medically necessary Hospital Care, to the extent facilities are available, to all Indigent and Medically Needy individuals at its own expense.
Schedule H, Part VI Lines 2, 4 & 5	Organization's Mission, Vision, and Tax-Exempt Purpose KentuckyOne Health, the largest and most comprehensive health system in the Commonwealth, has more than 200 locations including hospitals, physician groups, clinics, primary care centers, specialty institutes and home health agencies in Kentucky and southern Indiana. KentuckyOne Health is dedicated to bringing wellness, healing and hope to all, including the underserved. The system is made up of the former Jewish Hospital & St. Mary's HealthCare and Saint Joseph Health System, along with the University of Louisville Hospital and James Graham Brown Cancer Center. KentuckyOne Health is proud of and strengthened by its Catholic, Jewish and academic heritages. KentuckyOne Health was formed when two major Kentucky health care organizations came together in early 2012. KentuckyOne Health combines the Jewish and Catholic heritages of the two former systems- Jewish Hospital & St. Mary's HealthCare and Saint Joseph Health System. In late 2012, the organization formed a partnership with the University of Louisville Hospital \| James Graham Brown Cancer Center. The nonprofit system is committed to improving the health of Kentuckians by integrating medical research, education, technology and health care services wherever patients receive care. An 18-member volunteer Board of Directors governs KentuckyOne health, its facilities and operations, with this mission: to bring wellness, healing, and hope to all. Our vision is to: * serve with a spirit of innovation and collaboration * transform health care delivery * partner to create healthy communities * advocate for a just health system University of Louisville Hospital (ULH) operates a 24-hour emergency department 365 days per year, which is open to all individuals regardless of ability to pay. ULH has open medical staff, participates in Medicare and Medicaid, and has an active charity care program. ULH is also the state's first Level 1 Trauma Center. University of Louisville Hospital, a 404-licensed-bed facility, is the leading academic medical center in the area and offers the benefits of the latest research, equipment and expertise. It is also home to the region's only Level 1 Adult Trauma Center and adult burn unit. The hospital is also the first nationally accredited Comprehensive Stroke Center in Kentucky. Rooted in nearly two centuries of service to the community, University Hospital has a rich history of providing extraordinary patient care and conducting leading-edge research. Today, the organization's direct tie to the UofL Health Sciences Center attracts millions of research dollars to improve health care and educate physicians. This high level of achievement offers patients unmatched access to innovative and specialized treatment options that are unavailable elsewhere in the region. The James Graham Brown Cancer Center opened in 1981 with the purpose of addressing the exceptionally high cancer rates experienced by the people of Kentucky. Its mission is to relieve Kentuckians' disproportionate burden of pain and suffering caused by this disease, through state-of-the-art clinical, research, education and outreach programs. During the past 30 years, the Brown Cancer Center has also become home to some of the best cancer scientists and physicians in the world. The James Graham Brown Cancer Center is a national leader in the provision of multidisciplinary cancer care, in which patients benefit (medically and practically) from a team of physicians and caregivers from every applicable field working together to plan, coordinate and provide care. ULH \| JGBCC has long been on the leading edge of developments and accolades in key service areas: * First Trauma Center in the Nation * First Certified Primary Stroke Center in Kentucky * First to achieve American Heart Association "Stroke Honor Roll" in Kentucky * First Nationally Accredited Comprehensive Stroke Center in Kentucky * First Level IV Epilepsy Center in Kentucky * First Nationally Accredited Breast Center in Kentucky * First Nationally Accredited Radiation Oncology Program in Louisville * First to provide true multidisciplinary cancer care in Kentucky * First and only Blood and Marrow Transplantation Program in Louisville * First and only statewide education leader in Kangaroo Care ULH is committed to the provision of the highest quality patient- and family-centered care regardless of economic status. The hospital and cancer center provided more than $91 million of charity care in 2011, representing just part of $158 million in community benefit programs that year. ULH is the largest provider of charity care in Kentucky.
Schedule H, Part VI Lines 2, 4 & 5	Community Benefit Approach Geographic Area Louisville is a major city-the largest in the state of Kentucky and the county seat of Jefferson County. As of 2010, the Louisville metropolitan area (MSA) had a population of 1,307,647 ranking it 42nd in size nationally. The metro area includes Louisville-Jefferson County and 12 surrounding counties, eight in Kentucky and four in Southern Indiana. Louisville is southeasterly situated along the border between Kentucky and Indiana, the Ohio River, in north-central Kentucky at the Falls of the Ohio. The Louisville metropolitan area is often referred to as Kentuckiana because it includes counties in Southern Indiana. A community is defined as the geographic area from which a significant number of the patients utilizing hospital services reside. While the community health needs assessment considers other types of healthcare providers, hospitals are the single largest provider of acute care services. For this reason, the utilization of hospital services provides the clearest definition of the community. ULH is located in downtown Louisville and serves a population that faces challenges that no other provider in Kentucky experiences. The ULH CHNA population is Jefferson County, but the areas that provide the most inpatient discharges are located in the downtown, western and southern parts of the county. These areas have more African-Americans, increased poverty and unemployment, increased drinking, violence and sexually transmitted infections which are characteristics that serve to separate it from not only the rest of Kentucky, but also the remainder of the county. With these structural challenges, the population that ULH serves is more likely to have poorer outcomes and a greater likelihood that they will not have the financial means to properly utilize the healthcare services provided in their community. Demographics of Constituents in Community Served According to the 2010 census, 26% of the community is between the ages of 35 and 54 and 20% of the population is between 0-14 years old. The ethnicity breakdown is 68% white, 23% black, and 5% Hispanic. In total, the population breakdown for the community shows a higher percentage of black residents compared to the state of Kentucky and the United States. A review of specific zip code areas shows a relatively large percentage of black residents in several zip codes representing the highest discharges from Jewish Hospital. Median household incomes range from $25,000-$50,000. The average annual resident unemployment rates for counties in Jewish Hospital's defined community have risen in recent years. These counties have rates are similar to Kentucky's state average, which is slightly less favorable than national averages. In Jefferson County, residents obtain a bachelor's degree or higher at rates greater than state and national averages; in Bullitt County the rate is just 11.1percent, about half the state average. The overall population is projected to increase slightly over a five-year period from577, 204 in 2013 to 595,540, a 3.2 percent increase. However, the people who utilize health care services the most, those ages 65 years and over, are projected to increase 16.7 percent, from 77,983 to 91,003. The projected change to the composition of the total community of males and females is projected to remain approximately the same over the five-year period. Community Benefit Process During 2012, a community health needs assessment (CHNA) was conducted to support the mission of enhancing the health of people in the communities served, to comply with the Patient Protection and Affordable Care Act of 2010 and federal tax-exemption requirements, and to identify health needs of the community to help prioritize the allocation of hospital resources to meet those needs. Based on current literature and other guidance from the Treasury and IRS, the following steps were completed as part of the community health needs assessment: 1. The "community" served was defined utilizing inpatient data on patient origin. 2. Population demographics and socioeconomic characteristics of the community were gathered and reported using various sources. The health status of the community was then reviewed. Information on the leading causes of death and morbidity was analyzed in conjunction with health outcomes and factors reported for the community by CountyHealthrankings.org. Health factors with significant opportunity for improvement were noted. 3. An inventory of health care facilities and resources was prepared. 4. Through a collaborative process conducted by the Louisville Metro Department of Public Health & Wellness(LMDPHW), the Kentucky Hospital Association and Louisville area hospitals, community input was obtained through a series of four public forums held across the county, and an additional forum for community leaders and medical professionals, and through an online survey.
Schedule H, Part VI Lines 2, 4 & 5	Information gathered in the steps above was analyzed and reviewed to identify health issues of uninsured persons, low-income persons, minority groups and the community as a whole. Health needs were prioritized utilizing a method that weighs: 1) the size of the problem; 2) the seriousness of the problem; 3) the impact of the problem on vulnerable populations; 4) how important the problem is to the community; 5) prevalence of common themes; 6) how closely the need aligns with the strategies and strengths of the hospital and KentuckyOne Health; and 7) an evaluation of existing hospital programs responding to the identified need. Information gaps were identified during the prioritization process and reported. Summary of Assessment Findings After the CHNA was completed, the aforementioned facilities entered into a dialogue with other key community partners, including the LMDPHW, to discuss the results of the evaluation and select health priorities. Participants were given the opportunity to revise rankings and debate issues until a consensus was reached on a composite ranking of health issues. The process identified the following issues with scores of 14 or more (on a scale of 28): * Access and Health Care Disparities is very broad in that it addresses characteristics such as insurance status, income/poverty, educational attainment, crime rates, location of health care services and providers, etc. all of which impact the health status of a community. Our assessment of the community identified that all of these factors are present negatively compared to national standards in the community we serve and warrants consideration under our Community Health Needs Assessment. * Access to Primary Care impacts the health status of the community through lack of management of chronic conditions and lack of efficient and effective access to preventive care. Our assessment identified a shortage of primary care physicians in our community and an even greater shortage of primary care practices in the areas of Jefferson County served by ULH * Chronic Diseases impact the health and health care cost of our community because lack of appropriate management leads to preventable deaths, preventable hospitalizations and increased health care costs. * Leading Causes of Death in our community include heart disease, lower respiratory disease, cancer, chronic lower respiratory disease, unintentional /trauma related injuries, etc. This is important to the health of our community because if these conditions can be prevented and/or managed we have the ability to save the lives of these individuals in our community. * Risky Lifestyles was identified as an issue in our assessment of the community. Jefferson County has very high rates of alcohol and drug abuse, tobacco use, obesity, concentration of fast food restaurants, etc. These issues not only drive up health care costs, but they also impact the overall health and wellbeing of the individuals in our community. * Psychiatric, Emotional and Substance Abuse Disorders were identified as issues for our CHNA Community due to the lack of resources available to this community and the high socioeconomic impact from untreated populations. * Prematurity and Low Birth Weight babies was identified in our report as issues. Jefferson County has a higher percentage of babies born below 2500 grams than the rest of the state and the nation and has a higher preterm pregnancy rate as well. This is an issue because prematurity and low birth weight are linked to long-term health and developmental issues throughout the individual's life. * These needs were then mapped to the health improvement efforts of the Mayor's Healthy Hometown Movement in order to increase collaborative efforts to have the greatest opportunity for measurable, collective impact. Community Benefit Process for the Future In accordance with the Patient Protection and Affordable Care Act of 2010 and in order to honor its commitment to the community, KentuckyOne Health is repeating this coordinated approach with the Louisville Metro Department of Public Health and Wellness and other area hospital systems to survey the community as part of the community health needs assessment for 2015. A report due in 2016 will capture these current community sentiments and guide community benefit work in FY2017-2019 through an implementation strategy. This implementation strategy will build upon the previous CHNA published in 2013 that guided community benefit work in FY2014-2016. Qualitative Description of Community Benefit These hospitals promote the community's health by responding to the four major pillars of community benefit activities: improving access, enhancing community health, advancing medical knowledge, and reducing government burden of care. Community Outreach for the Poor They provide additional access to health care services in underserved areas of Jefferson County. ULH works to relieve the government's burden by caring for the indigent in Jefferson County. ULH has also provided staff and financial support to the Harambee Clinic, a nurse-run clinic that provides additional access to health care services in underserved areas of Jefferson County. ULH also works to enhance the health of the community through violence prevention interventions, health fairs in underserved areas, and community collaboration with other nonprofits to address the issues around hospital super-utilizers, among other initiatives. Community Outreach for the Broader Community Most community outreach is open to the public, which serves the broader community. One initiative that simultaneously improves access to healthcare and promotes health living is Walk with a Doc, which is free, open to the public, and held in three separate geographic locations in the Louisville market. KentuckyOne Health completely absorbs the cost of this program, including fees and allocating staff time in order to provide this benefit to the whole community. Health Professions Education As teaching hospitals, they work to advance medical knowledge for many different specializations of health professionals. In FY2014, this included, but was not limited to, providing education to: medical students, physician residents and fellows, nursing students, pharmacy residents, mental health professionals, physical and occupational therapists, and laboratory technicians. This was done in collaboration with the University of Louisville, the University of Kentucky, Spalding University, Galen College of Nursing, Bellarmine University, and Jefferson Community and Technical College, among others. Community Building Activities The hospitals also work to enhance the health of the community through violence prevention interventions, health fairs in underserved areas, and community collaboration with other nonprofits to address the issues around hospital super-utilizers, among other initiatives. All hospitals also donate supplies to Supplies Overseas. Collaborating partners for community building activities include, but are not limited to: Jefferson County Public Schools, Louisville Metro government, Food Literacy Project, Walk with a Doc, University of Louisville, PACT in Action, and the Center for Women and Families, among others. List of Services University of Louisville Hospital * Cancer care-James Graham Brown Cancer Center * Epilepsy center * Heart care * Lung care * Pain management care * Palliative care * Pharmacy * Psychiatric services * Radiology and diagnostic imaging * Regional clinical care * Robotic surgery * Stroke center * Sleep care * Trauma center * Women's care
Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care	When Catholic Health Initiatives (the ultimate parent organization to University Medical Center, Inc.) established its financial assistance policy it was determined that establishing a household income scale based on the HUD very low income guidelines more accurately reflects the socioeconomic dispersions among urban and rural communities in 18 states served by CHI hospitals and health care facilities. In comparing HUD guidelines to the Federal Poverty Guidelines (FPG), we find that on average HUD guidelines compute to approximately 200% to 250% (and sometimes 300%) of FPG. University Medical Center, Inc.bases its financial assistance eligibility on HUD's 130% of Very Low Income Guidelines based on geography, and affords the uninsured and underinsured the ability to obtain financial assistance write-offs, based on a sliding scale, ranging from 25%-100% of charges. An individual's income under the HUD guidelines is a significant factor in determining eligibility for financial assistance. However, in determining whether to extend discounted or free care to a patient, the patient's assets may also be taken into consideration. For example, a patient suffering a catastrophic illness may have a reasonable level of income, but a low level of liquid assets such that the payment of medical bills would be seriously detrimental to the patient's basic financial (and ultimately physical) well-being and survival. Such a patient may be extended discounted or free care based upon the facts and circumstances.
Schedule H, Part I, Line 6a Community benefit report prepared by related organization	KentuckyOne Health, Inc.
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation	40468287
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	AMOUNTS REPORTED ON SCHEDULE H, PART I, LINE 7 ARE DETERMINED BY MULTIPLYING REVENUE BY THE COST TO CHARGE RATIO CALULATED FROM WORKSHEET 2.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	Costing methodology for amounts reported on line 2 is determined using the organization's cost/charge ratio of 14.94%. When discounts are extended to self-pay patients, these patient account discounts are recorded as a reduction in revenue, not as bad debt expense.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	University Medical Center, Inc. does not believe that any portion of bad debt expense could reasonably be attributed to patients who qualify for financial assistance since amounts due from those individuals' accounts will be reclassified from bad debt expense to charity care within 30 days following the date that the patient is determined to qualify for charity care.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	University Medical Center, Inc. does not issue separate company audited financial statements. However, the organization is included in the consolidated financial statements of Catholic Health Initiatives. The consolidated footnote reads as follows: "The provision for bad debts is based upon management's assessment of historical and expected net collections, taking into consideration historical business and economic conditions, trends in health care coverage, and other collection indicators. Management routinely assesses the adequacy of the allowance for uncollectible accounts based upon historical write-off experience by payor category. The results of these reviews are used to modify, as necessary, the provision for bad debts and to establish appropriate allowances for uncollectible net patient accounts receivable. After satisfaction of amounts due from insurance, CHI follows established guidelines for placing certain balances with collection agencies, subject to the terms of certain restrictions on collection efforts as determined by each facility. The provision for bad debts is presented on the consolidated statements of operations as a deduction from patient services revenues (net of contractual allowances and discounts) since CHI accepts and treats substantially all patients without regard to the ability to pay."
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	Using essentially the same Medicare cost report principles as to the allocation of general services costs and "apportionment" methods, the "CHI Workbook" calculates a payers' gross allowable costs by service (so as to facilitate a corresponding comparison between gross allowable costs and ultimate payments received). The term "gross allowable costs" means costs before any deductibles or co-insurance are subtracted. University Medical Center, Inc.'s ultimate reimbursement will be reduced by any applicable copayment/ deductible. Where Medicare is the secondary insurer, amounts due from the insured's primary payer were not subtracted from Medicare allowable costs because the amounts are typically immaterial. Although not presented on the Medicare cost report, in order to facilitate a more accurate understanding of the "true" cost of services (for "shortfall" purposes) the CHI Workbook allows a health care facility not to offset costs that Medicare considers to be non-allowable, but for which the facility can legitimately argue are related to the care of the facility's patients. In addition, although not reportable on the Medicare cost report, the CHI workbook includes the cost of services that are paid via a set fee-schedule rather than being reimbursed based on costs (e.g. outpatient clinical laboratory). Finally, the CHI Workbook allows a facility to include other health care services performed by a separate facility (such as a physician practice) that are maintained on separate books and records (as opposed to the main facility's books and records which has its costs of service included within a cost report). True costs of Medicare computed using this methodology: Total Medicare Revenue: $97,145,713 Total Medicare costs: $81,289,725 Surplus or Shortfall $15,855,988
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	University Medical Center, Inc.'s debt collection policy provides that University Medical Center, Inc. will perform a reasonable review of each inpatient account prior to turning an account over to a third-party collection agent and prior to instituting any legal action for non-payment, to assure that the patient and patient guarantor are not eligible for any assistance program (e.g. Medicaid) and do not qualify for coverage through University Medical Center, Inc. community assistance policy. After having been turned over to a third-party collection agent, any patient account that is subsequently determined to meet the University Medical Center, Inc. community assistance policy is required to be returned immediately by the third-party collection agent to University Medical Center, Inc. for appropriate follow-up. University Medical Center, Inc. requires its third-party collection agents to include a message on all statements indicating that if a patient or patient guarantor meets certain stipulated income requirements, the patient or patient guarantor may be eligible for financial assistance. All of Catholic Health Initiatives' hospitals' contracts with third party collection agencies include the following standards: * Neither CHI hospitals nor their collection agencies will request bench or arrest warrants as a result of non-payment; * Neither CHI hospitals nor their collection agencies will seek liens that would require the sale or foreclosure of a primary residence; and * No Catholic Health Initiatives' collection agency may seek court action without hospital approval. Finally, collection agencies are trained on the Catholic Health Initiatives Mission, Core Values and Standard of Conduct to make sure all patients are treated with dignity and respect.
Schedule H, Part V, Section B, Line 16a FAP website	- University of Louisville Hospital: Line 16a URL: www.kentuckyonehealth.org/financialassistance;
Schedule H, Part V, Section B, Line 16b FAP Application website	- University of Louisville Hospital: Line 16b URL: www.kentuckyonehealth.org/financialassistance;
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	University Medical Center, Inc. includes information concerning its financial assistance policy on its website. In addition, University Medical Center, Inc. prominently displays its financial assistance policy in both English and Spanish in obvious locations throughout the hospitals, including the emergency rooms and other patient intake areas, as well as in University Medical Center, Inc. outpatient facilities. In addition, University Medical Center, Inc. registration clerks are trained to provide consultation to those who have no insurance or potentially inadequate insurance concerning their financial options including application for Medicaid and for financial assistance under University Medical Center, Inc.'s financial assistance policy. Upon registration (and once all EMTALA requirements are met), patients who are identified as uninsured (and not covered by Medicare or Medicaid) are provided with a packet of information that addresses the financial assistance policy and procedures including an application for assistance. University Medical Center's registration clerks read the organization's medical assistance policy to those who appear to be incapable of reading, and provide translators for non English-speaking individuals. University Medical Center's staff will also assist the patient/guarantor with applying for other available coverage (such as Medicaid), if necessary. Counselors assist Medicare eligible patients in enrollment by providing referrals to the appropriate government agencies.
Schedule H, Part VI, Line 6 Affiliated health care system	University Medical Center, Inc., along with its affiliated outpatient facilities, are part of Catholic Health Initiatives. Catholic Health Initiatives (CHI) is a national faith-based nonprofit health care organization with headquarters in Englewood, Colorado. CHI's exempt purpose is to serve as an integral part of its national system of hospitals and other charitable entities, which are described as market-based organizations, or MBOs. An MBO is a direct provider of care or services within a defined market area that may be an integrated health system and/or a stand-alone hospital or other facility or service provider. CHI serves as the parent corporation of its MBOs which are comprised of 101 hospitals, including four academic medical centers, and 30 critical access facilities; community health service organizations; accredited nursing colleges; home health agencies; and other facilities that span the inpatient and outpatient continuum of care. Together, these facilities provided $981 million in charity care and community benefit in the 2015 fiscal year, including services for the poor, free clinics, education and research. CHI provides strategic planning and management services as well as centralized "shared services" for the MBOs. The provision of centralized management and shared services - including areas such as accounting, human resources, payroll and supply chain -- provides economies of scale and purchasing power to the MBOs. The cost savings achieved through CHI's centralization enable MBOs to dedicate additional resources to high-quality health care and community outreach services to the most vulnerable members of our society. University Medical Center, Inc. operates with its wholly owned affiliates and community partners to serve the health care needs of the Louisville, Kentucky communities.
Schedule H, Part VI, Line 7 State filing of community benefit report	KY

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	St Catharine College	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	310 Zavier Campus	AddressLine1Txt
City	Bardstown	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40004	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	610956809	RecipientEIN
IRC Section	501(c)(3)	IRCSectionDesc
Cash Grant	$60,000	CashGrantAmt
Purpose Of Grant	General Support	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Financial Assistance	GrantTypeTxt
Recipient	8898	RecipientCnt
Non Cash Assistance	$13,080,032	NonCashAssistanceAmt
Valuation Method Used	book	ValuationMethodUsedDesc
Non Cash Assistance	Financial Assistance	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds	DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS ACTIVITIES THAT SUPPORT UNIVERSITY MEDICAL CENTER'S (UMC) MISSION, FUNDRAISING EVENTS WITH CLOSE RELATIONSHIP TO UMC CLINICAL PROGRAMS, REQUESTS THAT PROVIDE POSITIVE PUBLIC AWARENESS OF UMC, ACTIVITIES THAT ADDRESS AND PROMOTE HEALTH IMPROVEMENT INITIATIVE. UMC WILL NOT CONTRIBUTE TO: FOR-PROFIT ORGANIZATIONS, INDIVIDUALS, POLITICAL CAMPAIGNS/PARTIES, GROUPS THAT DISCRIMINATE ON THE BASIS OF AGE, RACE, SEX OR NATIONAL ORIGIN, ACTIVITIES THAT DO NOT ADVANCE UMC'S MISSION. UMC'S ANNUAL BUDGET WILL BE DETERMINED BY THE SENIOR VICE PRESIDENT AND COO AND MAINTAINED IN THE EXECUTIVE OFFICE'S BUDGET. ACCOUNTING WILL NOT PROCESS ANY PAYMENTS FOR CONTRIBUTIONS TO SPONSORSHIPS UNLESS THEY HAVE BEEN APPROVED BY THE SENIOR VICE PRESIDENT AND COO OR PRESIDENT AND CEO. REQUESTS WILL BE ENTERED, TRACKED AND RETAINED FOR PREPARING THE COMMUNITY BENEFIT REPORT. A DESIGNATED EMPLOYEE WILL INFORM REQUESTOR OF APPROVAL/DENIAL. CHECK REQUESTS WITH THE PRESIDENT AND CEO'S OR SENIOR VICE PRESIDENT AND COO'S APPROVAL WILL BE FORWARDED TO ACCOUNTING FOR PAYMENT.
Schedule I, Part III Financial Assistance	University Medical Center, Inc. RECOGNIZES THE RIGHT TO QUALITY HEALTHCARE REGARDLESS OF AGE, SEX, RACE, RELIGION, NATIONAL ORIGIN, OR ABILITY TO PAY. BUSINESS OFFICE STAFF HELPS PATIENTS SEEK LOCAL, STATE, AND FEDERAL REIMBURSEMENT AT NO CHARGE WHEN NO OTHER SOURCE OF PAYMENT IS AVAILABLE. CHARITY CARE IS PROVIDED TO PATIENTS WITH DEMONSTRATED INABILITY TO PAY FOR MEDICALLY NECESSARY SERVICES. THESE FUNDS ARE DIRECTLY USED TO OFFSET THE PATIENTS' ACCOUNTS RECEIVABLE.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS ACTIVITIES THAT SUPPORT UNIVERSITY MEDICAL CENTER'S (UMC) MISSION, FUNDRAISING EVENTS WITH CLOSE RELATIONSHIP TO UMC CLINICAL PROGRAMS, REQUESTS THAT PROVIDE POSITIVE PUBLIC AWARENESS OF UMC, ACTIVITIES THAT ADDRESS AND PROMOTE HEALTH IMPROVEMENT INITIATIVE. UMC WILL NOT CONTRIBUTE TO: FOR-PROFIT ORGANIZATIONS, INDIVIDUALS, POLITICAL CAMPAIGNS/PARTIES, GROUPS THAT DISCRIMINATE ON THE BASIS OF AGE, RACE, SEX OR NATIONAL ORIGIN, ACTIVITIES THAT DO NOT ADVANCE UMC'S MISSION. UMC'S ANNUAL BUDGET WILL BE DETERMINED BY THE SENIOR VICE PRESIDENT AND COO AND MAINTAINED IN THE EXECUTIVE OFFICE'S BUDGET. ACCOUNTING WILL NOT PROCESS ANY PAYMENTS FOR CONTRIBUTIONS TO SPONSORSHIPS UNLESS THEY HAVE BEEN APPROVED BY THE SENIOR VICE PRESIDENT AND COO OR PRESIDENT AND CEO. REQUESTS WILL BE ENTERED, TRACKED AND RETAINED FOR PREPARING THE COMMUNITY BENEFIT REPORT. A DESIGNATED EMPLOYEE WILL INFORM REQUESTOR OF APPROVAL/DENIAL. CHECK REQUESTS WITH THE PRESIDENT AND CEO'S OR SENIOR VICE PRESIDENT AND COO'S APPROVAL WILL BE FORWARDED TO ACCOUNTING FOR PAYMENT.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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
JAMES H TAYLOR MD PHD
CEO	$443,488	$0	$0	$0	$0	$0	$0	$0	$110,872	$0	$554,360	$0	$0	$0
KENNETH MARSHALL
President	$385,875	$0	$34,320	$0	$23,332	$0	$38,453	$0	$20,366	$0	$502,346	$0	$0	$0
NORMA RACINE
SECRETARY	$36,340	$0	$0	$0	$60,603	$0	$0	$0	$6,222	$0	$103,165	$0	$0	$0
FRANCES E SMITH
NURSE DIRECTOR	$148,096	$0	$0	$0	$0	$0	$0	$0	$37,024	$0	$185,120	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	Compensation for the top management official was established and paid by Catholic Health Initiatives (CHI), a related organization. CHI used the following to establish the top management official's compensation: (1) Compensation Committee; (2) Independent Compensation Consultant; (3) Written Employment Contracts; (4) Compensation Survey or Study; (5) Approval by the Board or Compensation Committee.
Schedule J, Part I, Line 4a Severance or change-of-control payment	Post-termination payments are addressed in executive employment agreements for Catholic Health Initiatives (CHI) and related organizations' employees at the level of Vice President and above, including the MBO CEOs. These employment agreements require that in order for the executive to receive post-termination payments, these individuals must execute a general release and settlement agreement. Post-termination payment arrangements are periodically reviewed for overall reasonableness in light of the executive's overall compensation package. The following reportable individuals received severance payments from Catholic Health Initiatives (a Related Organization) during the 2014 calendar year, and these severance payments were included in the individual's W-2 income and reportable compensation on Schedule J: Norma Racine - $51,060
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	During the 2014 calendar year Catholic Health Initiatives (CHI), a related organization, maintained a supplemental non-qualified deferred compensation plan for MBO CEOs/Presidents and other CHI employees at the level of Senior Vice President and above. The following reportable individuals were eligible to participate in that plan: Kenneth Marshall During 2014 the following contributions were made by CHI to the deferred compensation plan: Kenneth Marshall - $34,932 UNIVERSITY MEDICAL CENTER, INC. MAINTAINS A SPLIT DOLLAR SERP PlAN AND NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN EXECUTIVES.
Schedule J, Part II COMPENSATION FROM AN UNRELATED ORGANIZATION OR INDIVIDUAL	NAME - KENNETH MARSHALL, COMPENSATION FROM UNRELATED ORGANIZATION - 502345.520000, NAME OF UNRELATED ORGANIZATION - CATHOLIC HEALTH INITIATIVES, TYPE OF COMPENSATION - WAGES AND BENEFITS
Schedule J, Part II COMPENSATION FROM AN UNRELATED ORGANIZATION OR INDIVIDUAL	NAME - NORMA RACINE, COMPENSATION FROM UNRELATED ORGANIZATION - 103165.000000, NAME OF UNRELATED ORGANIZATION - KENTUCKYONE HEALTH, INC., TYPE OF COMPENSATION - WAGES AND BENEFITS

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	LOUISVILLEJEFFERSON COUNTY METRO GOVERNMENT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	320049006	BondIssuerEIN
Bond Issued	2008-09-05	BondIssuedDt
Issue Price	$16,000,000	IssuePriceAmt
Purpose	SEE SCHEDULE K, PART VI	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$15,569,276	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$16,118,030	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$0	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$16,118,030	CapitalExpendituresAmt
Other Spent Proceeds	$0	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2009	SubstantialCompletionYr
Current Refunding	false	CurrentRefundingInd
Advance Refunding	false	AdvanceRefundingInd
Final Allocation Made	Yes (true)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	false	MgmtContractBondFincdPropInd
Any Research Agreements	false	AnyResearchAgreementsInd
Total Private Business Use	0.0	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (true)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	false	Form8038TFiledInd
Exception To Rebate	Yes (true)	ExceptionToRebateInd
Variable Rate Issue	false	VariableRateIssueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	-1 LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT 2008	FormAndLineReferenceDesc
Explanation	PART I, LINE F: MASTER LEASE AND SUBLEASE AGREEMENT (UNIVERSITY MEDICAL CENTER, INC. D/B/A UNIVERSITY OF LOUISVILLE HOUSING PROJECT) ESSENTIAL USE OF MEDICAL EQUIPMENT WITH DEPRECIABLE LIFE OF 5 OR 7 YEARS, AS CONFIRMED BY THE AMERICAN HOSPITAL ASSOCIATION'S GUIDE FOR DEPRECIABLE LIFE, AND/OR OTHER ESSENTIAL USE MEDICAL EQUIPMENT APPROVED BY THE LESSOR. PART II, LINE 3: TOTAL PROCEEDS OF ISSUE: $16,118,030 INCLUDES INVESTMENT EARNINGS PART III, LINE 7: DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? UMC MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE UMC HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET.	ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Jim Taylor	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship With Org	FORMER CEO	RelationshipWithOrgTxt
Loan Purpose	LIFE INSURANCE	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$1,333,000	OriginalPrincipalAmt
Balance Due	$1,333,000	BalanceDueAmt
Default	false	DefaultInd
Board Or Committee Approval	Yes (true)	BoardOrCommitteeApprovalInd
Written Agreement	Yes (true)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$1,333,000	TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 15a Process to determine top management official compensation	The organization's top management official's compensation is paid by Catholic Health Initiatives (CHI), a related organization. CHI has a defined compensation philosophy. Both the executive and non-executive compensation structures and ranges are reviewed annually in comparison to market data. CHI uses The Hay Group as the independent third party to assess executive compensation programs and to ensure the reasonableness of actual salaries and total compensation packages. Compensation of the senior most executives is reviewed annually. The Hay Group reviews both cash and total compensation for overall reasonableness, for adherence to CHI's compensation philosophy, and for comparability to the not-for-profit healthcare market. This independent review is delivered by Hay Group to the HR committee of the CHI Board of Stewardship Trustees annually at their September meeting and minutes are shared with the full board at the December meeting. The last review was September 14, 2015. In addition, Hay Group completed a comprehensive review of all positions at the level of vice president and above in the fall of 2014 to determine and validate appropriate compensation levels. These levels have been reviewed annually since and revised based on market data, where applicable.
Form 990, Part VI, Line 11b Review of form 990 by governing body	No review was or will be conducted.
Form 990, Part VI, Line 12c Conflict of interest policy	IT IS THE POLICY OF THE HOSPITAL THAT AN INTERESTED PERSON WHO KNOWS THAT HE OR SHE HAS AN ACTUAL OR APPARENT CONFLICT OF INTEREST SHALL DISCLOSE IT PROMPTLY AND FULLY TO ALL NECESSARY PARTIES WHENEVER IT OCCURS. INTERESTED PERSONS ARE: A. VOTING MEMBERS OF THE HOSPITAL'S BOARD OF DIRECTORS AND VOTING MEMBERS OF COMMITTEES THAT EXERCISE BOARD-DELEGATED AUTHORITY. B. OFFICERS OF THE HOSPITAL ELECTED OR APPROVED BY THE BOARD OF DIRECTORS. C. A "CONTROLLED ENTITY" IN WHICH AT LEAST 35% OF THE CONTROL OR BENEFICIAL INTEREST IS HELD BY ANY ONE OR COMBINATION OF INDIVIDUALS DESCRIBED IN A AND B. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER KNOWN INTEREST IN A PROPOSED TRANSACTION TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE TRANSACTION OR ARRANGEMENT. WHEN A CONFLICT OF INTEREST IS DECLARED, THE CHAIRPERSON OF THE BOARD OR COMMITTEE SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE PROPOSED TRANSACTION. THE INTERESTED PERSON SHALL LEAVE THE MEETING AND THE VOTE ON ANY TRANSACTIONS INVOLVING THE CONFLICT OF INTEREST. THE MINUTES OF THE BOARD WILL CONTAIN THE NAMES OF THE PERSONS WHO DISCLOSE OR OTHERWISE WERE FOUND TO HAVE INTEREST IN CONNECTION WITH A CONFLICT OF INTEREST, THE NATURE OF THE INTEREST AND ANY ACTION TAKEN TO DETERMINE THE CONFLICT.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	For all Executive Directors, Top Management Officials, Officers and Key Employees, the following process is used: 1) HUMAN RESOURCES (HR) HAS AN INDEPENDENT COMPANY DO A COMPARISON OF LIKE POSITIONS WITHIN THE COMMUNITY AND COME UP WITH A RANGE. THEY PREPARE A PROPOSAL THAT IS SUBMITTED TO HR FOR REVIEW. 2) A SALARY IS DETERMINED WITHIN THAT RANGE BASED ON YEARS OF SERVICE, EDUCATION AND OTHER FACTORS, SUCH AS ADDITIONAL RESPONSIBILITIES. HR PREPARES A PROPOSAL TO SUBMIT TO THE CEO. 3) THE PROPOSAL, CONTAINING THE POSITION, RANGE AND FINAL COMPENSATION IS TURNED OVER TO THE CEO FOR REVIEW. 4) AFTER REVIEW, THE CEO TAKES THE PROPOSAL INFORMATION AND PRESENTS IT TO THE FINANCE COMMITTEE. 5) THE FINANCE COMMITTEE DECIDES AND VOTES ON THE COMPENSATION.
Form 990, Part VI, Line 19 Required documents available to the public	The governing documents, conflict of interest policy and financial statements are available upon request.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	Other Miscellaneous Revenue - Total Revenue: 3215615, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3215615;
Form 990, Part IX, Line 11g Other Fees	Other Fees for Services - Total Expense: XXX-XX-XXXX, Program Service Expense: 56784029, Management and General Expenses: 54701974, Fundraising Expenses: ;