2025-11-12T15:23:40+00:00 2024-12-31 350921680 CROWE LLP 4801 Olympia Park Plaza Suite 4000 Louisville KY 402412098 990 2024-01-01 610445850 St Elizabeth Medical Center Inc STEL 8596551642 1 Medical Village Drive Edgewood KY 41017 Lori Ritchey-Baldwin CFO 2025-11-12 true Rachel Spurlock P00520729 5023263996 2025-11-12 2024 2025-03-06 01:10:19Z Garren Colvin 1 Medical Village Drive Edgewood KY 41017 2587039444 false X www.stelizabeth.com X 1861 KY AS A CATHOLIC HEALTHCARE MINISTRY, WE PROVIDE COMPREHENSIVE AND COMPASSIONATE CARE THAT IMPROVES THE HEALTH OF THE PEOPLE WE SERVE. 16 14 10327 1169 645159 216021 7158395 11643756 1903566200 2063988859 5176640 103782818 6761386 6795586 1922662621 2186211019 10022846 9328231 0 758532276 814357057 65000 60000 3073480 1040460934 1169390726 1809081056 1993136014 113581565 193075005 3176981553 3365327819 864226849 840477830 2312754704 2524849989 AS A CATHOLIC HEALTHCARE MINISTRY, WE PROVIDE COMPREHENSIVE AND COMPASSIONATE CARE THAT IMPROVES THE HEALTH OF THE PEOPLE WE SERVE. false false 1216367135 9328231 2063621578 St. Elizabeth Healthcare is one of the oldest, largest, and most respected medical providers in the Northern Kentucky, Southwestern Ohio and Southeastern Indiana areas. For more than 150 years, St. Elizabeth has been the heart and soul of healthcare in Northern Kentucky. Founded with one small hospital in 1861, St. Elizabeth Healthcare now operates six facilities throughout Northern Kentucky and Southeast Indiana: St. Elizabeth Covington, St. Elizabeth Edgewood, St. Elizabeth Florence, St. Elizabeth Ft. Thomas, St. Elizabeth Grant, and St. Elizabeth Dearborn. St. Elizabeth Healthcare is sponsored by the Diocese of Covington and provided approximately $49 million in uncompensated care and benefit to the community in 2024. Within our thriving, multi-faceted organization, some of the nation's top medical professionals are working together to deliver the best care available to these areas. Our mission is to provide comprehensive and compassionate care that improves the health of the people we serve. We accomplish this through state-of-the-art technology and our dedicated associates, led by a well-respected board and executive leadership team who love this organization and our community. St. Elizabeth Healthcare's state of the art technology includes a secure internal electronic medical records system that not only gives providers access to their patients' medical records at any St. Elizabeth Healthcare or St. Elizabeth Physicians facility, but also gives the patient faster, more convenient access to their personal medical records, test results, and healthcare providers through a web portal called "MyChart." St. Elizabeth Healthcare has invested in our community for generations. St. Elizabeth Healthcare believes that reaching out to help the underprivileged and improving the overall health of the community is the foundation of its mission to provide comprehensive and compassionate care to our neighborhood and our families. It is because of this belief that the St. Elizabeth Healthcare community benefit program helps others have access to St. Elizabeth Healthcare resources and services. It is St. Elizabeth Healthcare's intention to always balance financial viability with compassionate care and to stay true to its non-profit roots. During 2024, St. Elizabeth Healthcare had total admissions of 107,694, total patient days of 215,222, and total emergency room visits of 211,097. 1216367135 true true false true false false false false false false true true false true true true false true false false true false false true true false true true true false true true true false false false false true false true false false true false false false true true true true true false true 571 0 true 10327 true true true false false false false true true false false false false true false X 16 14 false false false false false true true true true false false false true true true true true true true true true true IN KY X LORI RITCHEY-BALDWIN 8596551642 1 MEDICAL VILLAGE DRIVE EDGEWOOD KY 41017 Garren Colvin PRESIDENT/CEO 50.0 5.0 X X 1657850 0 52122 AJ Schaeffer TRUSTEE 4.0 0 X 0 0 0 Bob Stevens TRUSTEE/CHAIR 4.0 0 X 0 0 0 Debbie Simpson TRUSTEE 4.0 0 X 3000 0 0 Donald Price MD TRUSTEE 4.0 50.0 X 0 459367 59546 Jackie Sweeney MD TRUSTEE 4.0 0 X 648 0 0 Jason Jackman TRUSTEE 4.0 0 X 0 0 0 Jeanne Schroer TRUSTEE 4.0 0 X 0 0 0 Joe Koester TRUSTEE 4.0 0 X 734 0 0 John Hawkins TRUSTEE 4.0 0 X 0 0 0 Kris Knochelmann TRUSTEE 4.0 0 X 0 0 0 Kristi Nelson TRUSTEE/CHAIR-ELECT 4.0 0 X 27796 0 0 Marsha Ladenburger TRUSTEE 4.0 0 X 0 0 0 Michael Jones MD TRUSTEE 4.0 0 X 0 0 0 Robert Moorhead TRUSTEE 4.0 0 X 0 0 0 Sylvia Buxton TRUSTEE 4.0 0 X 0 0 0 Lisa Frey EXECUTIVE VP LEGAL SERVICES/GENERAL COUNSEL/CORPORATE SECRETARY 50.0 1.0 X 704957 0 36705 Lori Ritchey-Baldwin EXECUTIVE VP/CFO/TREASURER 50.0 5.0 X 826289 0 52290 Vera Hall EXECUTIVE VICE PRESIDENT & COO 50.0 1.0 X 547148 0 23998 Bruce Henley SEP CFO/TREASURER 15.0 35.0 X 368866 0 50803 Bruno Giacomuzzi COO FLO FT COV & SVP PROF SVCS 50.0 0 X 280502 0 35365 Gene Barber SENIOR VP FACILITIES 50.0 0 X 469593 0 15647 Harry Watson SENIOR VP FACILITIES 50.0 0 X 253822 0 21242 Heidi Murley MD SEP PRESIDENT/CEO 25.0 25.0 X 805218 0 62765 Jacob Bast SEP SENIOR VP/COO 15.0 35.0 X 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620606349 999475385 1159658212 32684954 31705773 8511131 7992968 266648854 231953225 3176981553 3365327819 288666975 272744068 725191 400560 342576953 331155745 0 0 232257730 236177457 864226849 840477830 X 2274692221 2484673962 38062483 40176027 0 2312754704 2524849989 3176981553 3365327819 X 193075005 56844668 -37824388 X false true true true true X 66333643 33852804 9922809 7158395 11643756 128911407 0 0 66333643 33852804 9922809 7158395 11643756 128911407 0 128911407 27992605 29581356 41763192 51312780 56565729 207215662 4322793 4728419 5053831 603474 645159 15353676 9218923 4914260 5586967 6421197 6822345 32963692 384444437 8607840808 0.33532 0.3594 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - CAFETERIA, COLUMN A - 3151375.0, COLUMN B - 3489197.0, COLUMN C - 3889805.0, COLUMN D - 4395281.0, COLUMN E - 4674717.0, COLUMN F - 19600375.0; DESCRIPTION - GIFT SHOP, COLUMN A - 1246843.0, COLUMN B - 1370321.0, COLUMN C - 1628987.0, COLUMN D - 1932656.0, COLUMN E - 2074029.0, COLUMN F - 8252836.0; DESCRIPTION - VENDING, COLUMN A - 58860.0, COLUMN B - 54742.0, COLUMN C - 68175.0, COLUMN D - 93260.0, COLUMN E - 73599.0, COLUMN F - 348636.0; DESCRIPTION - MISCELLANEOUS, COLUMN A - 4761845.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 4761845.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 108248 false true 46123 154371 false Schedule C, Part II-B, Line 1j OTHER ACTIVIITIES THE PORTION OF THE KENTUCKY HOSPITAL ASSOCIATION DUES AND SPONSORSHIP THAT ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES IS $46,123 Schedule C, Part II-B, Line 1g Direct contact with legislators A PORTION OF TWO ST. ELIZABETH HEALTHCARE EMPLOYEES' SALARIES IS RELATED TO DIRECT CONTACT WITH LEGISLATORS AS IT RELATES TO LEGISLATION FOR THE TAX YEAR 2024. THE AMOUNT IS $7,900. ST. ELIZABETH HEALTHCARE ALSO ENLISTED THE ASSISTANCE OF LOBBYING CONSULTANTS IN 2024. THE AMOUNT PAID TO THESE CONSULTANTS IS $96,000. ST. ELIZABETH HEALTHCARE ALSO PAID $4,348 IN SPONSORSHIP DOLLARS. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY ST. ELIZABETH HEALTHCARE hired lobbying consultants to provide lobbying support at the state and local levels on legislative issues being considered by the Kentucky General Assembly, Indiana General Assembly, or by cities and counties in our community. Primarily, the consulting work includes monitoring bills, notifying St. Elizabeth if there are issues of concern or bills introduced that are of concern, assistance in talking with legislators or other government officials about these concerns, sharing positions on bills or issues with our legislators, and summarizing actions that have taken place on a weekly basis during the session. We hired the consulting firm because they are based in Frankfort, Kentucky and can be at the meetings and hearings every day during the session so that we can be timelier in responding if issues arise. 27824511 27824511 986137318 410896694 575240624 18860072 13588959 5271113 503254356 351069363 152184993 16617006 134939 16482067 777003308 Closely-held equity interests Financial derivatives Private Equity Fund 11248066 F Hedge Fund of Funds 92110920 F Emerging Market Fund 55309287 F Commingled Funds 444816050 F Infrastructure Funds 143266034 F Private Debt 118515459 F Putwrite Fund/Defensive Equity Fund 100866716 F Venture Capital 5732072 F Real Estate Funds 187793608 F 1159658212 OTHER ASSETS - INDIGENT RECEIVABLES 43491522 OTHER ASSETS - NET RIGHT OF USE OPERATING LEASE ASSETS 72632015 457(b) Participants Accounts 71983905 INVESTMENT - CCRC 8627760 INVESTMENT - B/FMP LAND CO 4310000 OTHER ASSETS - BENEFICIAL INTEREST IN CHARITABLE TRUST 130692 OTHER ASSETS - PROFESSIONAL INSURANCE RECEIVABLE 5273622 OTHER ASSETS - WORKERS' COMP. INSURANCE RECEIVABLE 1929826 OTHER ASSETS - REC RETENTION BONUSES 488327 Notes Rec - Catalytic Fund 1000000 PREMIER TAX RECEIVABLE LT -230321 ASC842 DEF RENT REC IC LEASE 2379276 BEN INT ASSETS HELD HOR 3000000 GAIN OR LOSS ON IHCF 1552534 ACCRUED PENSION LIABILITY 1766692 INTEREST RATE SWAP RECEIVABLE 8788234 WORKDAY IMPLEMENTATION COSTS 4812690 CSV INSURANCE TRUST 16451 231953225 Federal Income Taxes MEDICARE PAYABLE 7472954 MEDICAID PAYABLE 427376 OTHER CURRENT LIABILITIES 12185581 LEASE LIABILITIES CURRENT 8941590 LEASE LIABILITIES LONG TERM 67955740 RESERVE FOR SELF-INSURANCE 54508955 ASSET RETIREMENT OBLIGATION 459462 INTEREST RATE SWAP 205981 OTHER LONG TERM LIABILITIES 84019818 236177457 X 2144134054 56844668 90000 11813467 68748135 2075385919 13167459 97657641 110825100 2186211019 1989893520 90000 11909679 11999679 1977893841 13167459 2074714 15242173 1993136014 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote No provision has been made for income taxes since St. Elizabeth Healthcare is exempt from federal income taxes under Internal Revenue Code Section 501(c)(3) and is classified as other than a private foundation by the Internal Revenue Service. Management has analyzed the tax positions taken by St. Elizabeth Healthcare and has concluded that as of December 31, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements. St. Elizabeth Healthcare is not under review by any state or local tax authorities. St. Elizabeth Healthcare's federal tax returns for the year ended prior to December 31, 2021 and prior years are no longer subject to examination as the statute of limitations has expired for those years. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 FUNDRAISING EXPENSES - 402930 RENTAL EXPENSES - 4051915 SEPN - 7358622 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements CHANGE IN FMV IN INTEREST RATE SWAP - -3594470 LOSS/GAIN ON FIXED ASSET DISPOSALS - -472311 UNCOLLECTIBLE PLEDGES - 63056 PENSION EXPENSE BOOKED TO REVENUE - 92216 SEPN - 2454812 PENSION SETTLEMENT - 99114338 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FUNDRAISING EXPENSES - 402930 RENTAL EXPENSES - 4051915 SEPN - 7454834 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements LOSS/GAIN ON FIXED ASSET DISPOSAL - -472311 PENSION EXPENSES BOOKED TO REVENUE - 92216 SEPN - 2454809 Central America and the Caribbean 0 0 Investments N/A 229085851 Europe (Including Iceland and Greenland) 0 0 Investments N/A 24649568 0 0 0 0 0 0 253735419 0 253735419 true false true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual X X X X X X X true HILLARY LYONS ASSOCIATESBOUTS VENTURE LLC 139 Bridge Street Dimondale MI 48821 Consulting Fee false 60000 -60000 0 60000 -60000 IN KY OH GOLF PARTEE 292591 7261 285330 1630 73777 29264 35943 0 13698 GOLF CLASSIC 74920 3000 71920 345 5043 14300 12650 0 6735 3 98247 3963 94284 0 7064 61871 102960 2975 34675 465758 14224 451534 1975 85884 105435 151553 2975 55108 402930 48604 Schedule G, Part I, Line 2b(i) Hillary Lyons Associates/Bouts Ventures LLC Hillary Lyons Associates/Bouts Ventures LLC is a consulting firm working in the field of ongoing fund development and community relations exclusively for non-profit health care institutions. Hillary Lyons Associates/Bouts Ventures LLC do not participate in the solicitation of contributions. true true X true X true X 27804992 14847614 12957378 0.00650 280580025 394227397 0 0.0 0 0.0 0 0 308385017 409075011 12957378 0.00650 4003448 740 4002708 0.00201 8895086 7771648 1123438 0.00056 14566530 9204778 5361752 0.00269 0 0 0 0.0 20612912 0 20612912 0.01034 0 0 48077976 16977166 31100810 0.01560 0 0 356462993 426052177 44058188 0.02210 551375 551375 0.00028 29900 29900 0.00002 5490 5490 0.00000 0 0.0 72300 72300 0.00004 1395371 1395371 0.00070 0 0.0 485181 485181 0.00024 0 0.0 0 0 2539617 0 2539617 0.00127 true 0 0 261435073 297675466 -36240393 X true true BLUEGRASS DIALYSIS LLC RENAL DIALYSIS 0.32 0.0 0.17 Heritage Development Partners LLC Ambulatory Surgery Center 0.5 0 0.5 5 1 ST ELIZABETH EDGEWOOD - Covington 1 MEDICAL VILLAGE DRIVE EDGEWOOD KY 41017 www.stelizabeth.com 100500 X X X A 5 ST ELIZABETH FLORENCE 4900 HOUSTON RD FLORENCE KY 41042 WWW.STELIZABETH.COM 100273 X X X A 2 ST ELIZABETH FORT THOMAS 85 NORTH GRAND AVENUE FORT THOMAS KY 41075 www.stelizabeth.com 100059 X X X A 3 ST ELIZABETH GRANT 238 BARNES ROAD WILLIAMSTOWN KY 41097 www.stelizabeth.com 600062 X X X X A 4 ST ELIZABETH DEARBORN 600 WILSON CREEK ROAD LAWRENCEBURG IN 47025 www.stelizabeth.com 005077 X X X A A 5 false false true X X X X X X X X X 24 true true false true X https://www.stelizabeth.com/care/community-outreach-menu/community-health-needs-assessment-implement X true 24 true https://www.stelizabeth.com/care/community-outreach-menu/community-health-needs-assessment-implement false true X 200.0 400.0 X X X X true true X X X X true X WWW.STELIZABETH.COM/CARE/PAY-MY-BILL/ X WWW.STELIZABETH.COM/CARE/PAY-MY-BILL/ X WWW.STELIZABETH.COM/CARE/PAY-MY-BILL/ X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E ST. ELIZABETH HEALTHCARE CONDUCTED OUR LATEST CHNA IN 2024. THROUGH THIS PROCESS, WE IDENTIFIED, ANALYZED AND PRIORITIZED COMMUNITY HEALTH NEEDS AND DEVELOPED A THREE-YEAR (2025-2027) ACTION PLAN TO ADDRESS TOP PRIORITIES. TOP PRIORITIES IDENTIFIED THAT WILL BE ADDRESSED FOR YEARS 2025, 2026, AND 2027: 1. EQUITABLE ACCESS TO PREVENTATIVE CARE 2. HEALTH PROMOTION & WELLNESS 3. BEHAVIORAL HEALTH PLANS TO ADDRESS THESE PRIORITIES INCLUDE, BUT ARE NOT LIMITED TO, FOCUSED EFFORTS AROUND REDUCING CARE GAPS BETWEEN IDENTIFIED HEALTH EQUITY GROUPS FOR VARIOUS CANCER SCREENINGS, EXPANDING OPPORTUNITIES WITH COMMUNITY PARTNERS PROVIDING CARE TO UNINSURED/UNDERINSURED POPULATIONS, INCREASING PUBLIC HEALTH EDUCATION, PARTICULARLY AROUND HEALTHY WEIGHT MANAGEMENT, PHYSICAL ACTIVITY AND TOBACCO AND VAPING FREE LIVING AND EXPANDING ASSISTANCE WITH BOTH SUBSTANCE ABUSE AND MENTAL HEALTH. THE HEALTH NEEDS IDENTIFIED BY THE COMMUNITY AND HEALTH REPORTING RESOURCES WERE SUMMARIZED AND TABULATED INTO A PRIORITIZED LIST. THE COMMUNITY BENEFITS STEERING COMMITTEE (CBSC), WHICH INCLUDES ST. ELIZABETH HEALTHCARE EXECUTIVE LEADERS, REVIEWED THIS LIST. THIS COMMITTEE ENGAGED IN ADDITIONAL COMMUNICATION AND CONSIDERED AVAILABLE RESOURCES THAT, WHEN REDIRECTED, WOULD HAVE THE MOST SIGNIFICANT POSITIVE IMPACT ON HEALTH OUTCOMES. A COMMUNITY BENEFITS IMPLEMENTATION PLAN (CBIP) WAS THEN DEVELOPED TO ADDRESS THESE TOP PRIORITY HEALTH NEEDS. Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - ST. ELIZABETH HEALTHCARE - EDGEWOOD, FLORENCE, FT. THOMAS, GRANT AND DEARBORN. During 2024, St. Elizabeth Healthcare conducted its next required CHNA for years 2025-2027. In preparation for the 2025 CHNA, data was collected from persons who represent the broad interests of the community, including those with expertise in public health. Representation included area health departments, local government/civic agencies, other healthcare providers, community-based social service agencies, and area school districts. The methodology used to collect the data included emails and a survey. The process included an explanation of the CHNA requirements and how the data garnered would be used to develop the CHNA. Participants were asked a variety of questions to determine the top health needs in the communities. Concentrating on social service agencies, school districts, and civic services ensured the CHNA identified and received data on the most pressing health needs within the communities served. The following is a list of community agencies that provided their agency names when completing the survey. Please note that only 135 of the more than 250 respondents included this information. An asterisk (*) before an agency name indicates that the agency serves low-income, medically underserved, or minority populations and/or that the respondent identifies as a minority. Based on the organizations represented, the survey responses included input from a wide range of populations, including individuals experiencing homelessness, families living below the poverty line, racial and ethnic minorities, and those with limited access to healthcare or transportation. Agencies such as Welcome House, Faith Community Pharmacy, and the Northern Kentucky Community Action Commission specifically serve vulnerable populations, ensuring that the voices of those most impacted by health disparities were reflected in the assessment. *Be Concerned, Inc *BE NKY *Boone County Jail Campbell County Fiscal Court CHNK Behavioral Health *City of Erlanger Fire/EMS City of Florence City of Wilder *DCCH Center for Children and Families *Dearborn County Clearinghouse for Emergency Aid *Easterseals Redwood *Erlanger Elsmere Schools *Faith Community Pharmacy, Inc *Family Nurturing Center *Florence Christian Church Disciples of Christ *Florence Fire/EMS Dept. *For Family By Family *Greendale Police *INcompass Healthcare *Ivy Tech Community College *Kawa *Kiwanis Lakeside Park/Crestview Hills Police Lawrenceburg Community School Corporation *Lighthouse Mental Health, LLC *NC AHEC and CareNet Pregnancy Services of NKY *Northern Kentucky Community Action Commission *Northern Kentucky University *NorthKey Community Care *Nurse Advocacy Center for the Underserved *One Dearborn Economic Development *Perfetti van Melle USA *Pregnancy Care Center of SE IN *Purdue Extension Nutrition Education Program Ripley County Community Foundation, Inc. *South Dearborn Comm. School Corp. *South Ripley Community School Corporation *Southgate Independent School District *SOUTHGATE WILDER EMERGENCY MEDICAL SERVICE The Center for Great Neighborhoods *U.S. Bank *Welcome House *Williamstown Kiwanis Southgate Fire Department Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - ST. ELIZABETH HEALTHCARE. St. Elizabeth Dearborn St. Elizabeth Edgewood St. Elizabeth Florence St. Elizabeth Ft. Thomas St. Elizabeth Grant Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - ST. ELIZABETH HEALTHCARE - DEARBORN, EDGEWOOD, FLORENCE, FT. THOMAS, GRANT. 2024 Accomplishments towards the 2022-2024 Community Health Needs Assessment Plan: Addressing Social Determinants of Health: - Established new Department of Community Health and Partnerships to bolster our collective efforts in promoting health equity and improving the well-being of underserved populations and communities - Followed up with 263 (100%) of St. Elizabeth Physician patients who identified a food security need - Followed up with 2,887 (100%) of St. Elizabeth Physician patients who received a referral for transportation assistance - Worked with Volunteers of America and Life Learning Center to implement a treatment housing program for pregnant women with SUD and their children - Continued Adopt-A-Class program in Ludlow and Covington that connects associates to be mentors with students from underserved communities - Engaged with schools in our region to connect more students and staff with mental health resources, particularly at Holmes High School; worked with both Boone County, KY and Dearborn County, IN youth mental summits - Achieved Lift-Up reentry goal of 350, bringing total served to date to 1,662 Providing Equitable Access to Care: - Opened clinic at the Emergency Shelter of Northern Kentucky to provide healthcare services to their guests including, urgent care, treatment for various illnesses and infections, as well as on-site testing - Converted over 50% self-pay patients to federal/state coverage - Provided three English and three Spanish education events to minority populations around lung/colon/breast/diabetes screenings - Increased access to virtual health services through two modalities and reimbursement methodologies, including expansion of remote patient monitoring using telemonitoring and telesitting Enhancing/Educating for Health Behaviors: - Hosted 17 education events on the importance of exercise and nutrition to youth in schools - Completed 13 community education events on the dangers of vaping to youth in schools - Offered 16 Freedom From Smoking education sessions Managing/Reducing Chronic Diseases: - Hosted 34 heart-related education events in the community - Performed 10,696 lung screenings - Performed 38,763 breast screenings - Performed 88,468 colon cancer screenings (ages 45-75) - Related to the prior year's Mental Health Summit, established three work groups (Adolescents, Adults, Geriatrics), all with sub-groups, that include various community partners - Decreased percentage of Journey Recovery Center (JRC) patients who reported using alcohol to 21% and illicit drugs to 17% 30 days post treatment 27 ST ELIZABETH HEALTHCARE HEART & VASCULAR INSTITUTE 711 Medical Village Drive Edgewood KY 41017 CARDIOLOGY DIAGNOSTIC TESTS ST ELIZABETH HEALTHCARE NKU MEDICAL OFFICE 2626 Alexandria Pike Highland Heights KY 41076 ORTHOPEDIC ST ELIZABETH HEALTHCARE ENDOSCOPY BUILDING 7370 Turfway Road Florence KY 41042 MEDICAL OFFICE ST ELIZABETH HEALTHCARE - COVINGTON 1500 James Simpson Jr Way Covington KY 41011 AMBULATORY CARE CENTER ST ELIZABETH HEALTHCARE ORTHOPEDIC BUILDING 560 South Loop Road Edgewood KY 41017 ORTHOPEDIC ST ELIZABETH HEALTHCARE HEBRON IMAGING CENTER 2200 Connor Road Hebron KY 41005 MEDICAL OFFICE / IMAGING ST ELIZABETH HEALTHCARE HOSPICE 483 South Loop Road Edgewood KY 41017 INPATIENT HOSPICE ST ELIZABETH HEALTHCARE OUTPATIENT SURGERY CENTER 580 South Loop Road Edgewood KY 41017 AMBULATORY SURGERY CENTER ST ELIZABETH HEALTHCARE CHANCELLOR SURGERY CENTER 2845 Chancellor Drive Crestview Hills KY 41017 AMBULATORY SURGERY CENTER ST ELIZABETH HEALTHCARE WOMEN'S CENTER 610 Medical Village Drive Edgewood KY 41017 HEALTH SCREENING ST ELIZABETH HEALTHCARE BUSINESS HEALTH 4123 Olympic Blvd Erlanger KY 41018 BUSINESS HEALTH SERVICES ST ELIZABETH HEALTHCARE OWENTON MOB 120 Progress Way Owenton KY 40359 AMBULATORY CARE CENTER ST ELIZABETH HEALTHCARE FAMILY PRACTICE CENTER 900 Medical Village Drive Edgewood KY 41017 FAMILY MEDICINE ST ELIZABETH HEALTHCARE PHYSICAL THERAPY 741 Centre View Blvd Crestview Hills KY 41017 PHYSICAL THERAPY ST ELIZABETH HEALTHCARE EDGEWOOD FAMILY PRACTICEINTERNAL MEDICINE 830 Thomas More Parkway Edgewood KY 41017 MEDICAL OFFICE ST ELIZABETH HEALTHCARE ALEXANDRIA PHYSICAL THERAPY AND IMAGING CENTER 7200 Alexandria Pike Alexandria KY 41001 PHYSICAL THERAPY AND IMAGING CENTER ST ELIZABETH HEALTHCARE FLORENCE SPORTS MEDICINE 10095 Investment Way Florence KY 41042 SPORTS MEDICINE ST ELIZABETH HEALTHCARE VEVAY PRIMARY CAREPHYSICAL THERAPY 1035 W Main Street Vevay IN 47043 HEART & VASCULAR ST ELIZABETH HEALTHCARE SPECIALTY PHARMACY 850 Thomas More Parkway Edgewood KY 41017 PHARMACY ST ELIZABETH HEALTHCARE WILDER PHYSICAL THERAPY 106 Crossing Drive Wilder KY 41076 PHYSICAL THERAPY BLUEGRASS DIALYSIS LLC 1500 James Simpson Jr Way Suite 302 Covington KY 41011 RENAL DIALYSIS ST ELIZABETH HEALTHCARE INDEPENDENCE DIAGNOSTICS 135 Courthouse Crossing Independence KY 41051 XRAY/LAB ST ELIZABETH HEALTHCARE GRANT COUNTY PHYSICAL THERAPY 300 Barnes Road Williamstown KY 41097 PHYSICAL THERAPY ST ELIZABETH HEALTHCARE VERSAILLES PHYSICAL THERAPY 476 W US 50 Versailles IN 47042 PHYSICAL THERAPY ST ELIZABETH HEALTHCARE NEUROLOGY 2670 Chancellor Drive Suite 100 Crestview Hills KY 41017 MEDICAL OFFICE ST ELIZABETH HEALTHCARE FLORENCE PHLEBOTOMY LAB 8724 US 42 Florence KY 41042 DIAGNOSTICS ST ELIZABETH HEALTHCARE CRESTVIEW HILLS PHLEBOTOMY LAB 334 Thomas More Parkway Crestview Hills KY 41017 DIAGNOSTICS Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount ST. ELIZABETH HEALTHCARE RECOGNIZES PATIENT SERVICE REVENUE AT THE TIME SERVICES ARE RENDERED EVEN THOUGH ST. ELIZABETH HEALTHCARE DOES NOT ASSESS THE PATIENT'S ABILITY TO PAY. AS A RESULT, THE PROVISION FOR BAD DEBTS AND CHARITY CARE ARE PRESENTED AS A DEDUCTION FROM PATIENT SERVICE REVENUE (NET OF CONTRACTUAL PROVISIONS AND DISCOUNTS). ST. ELIZABETH HEALTHCARE RECOGNIZES REVENUE WHEN SERVICES ARE RENDERED FOR UNINSURED AND UNDERINSURED PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE. BASED ON HISTORICAL EXPERIENCE, A SIGNIFICANT PORTION OF ST. ELIZABETH HEALTHCARE'S UNINSURED AND UNDERINSURED PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES RENDERED. AS A RESULT, ST. ELIZABETH HEALTHCARE RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS RELATED TO UNINSURED AND UNDERINSURED PATIENTS IN THE PERIOD THE SERVICES ARE RENDERED. FOR FINANCIAL STATEMENT PURPOSES, ST. ELIZABETH HEALTHCARE HAS ADOPTED ACCOUNTING STANDARDS UPDATE NO. 2014-09 (TOPIC 606). IMPLICIT PRICE CONCESSIONS INCLUDES BAD DEBTS. THEREFORE, BAD DEBTS ARE INCLUDED IN NET PATIENT REVENUE IN ACCORDANCE WITH HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NO. 15 AND BAD DEBT EXPENSE IS NOT SEPARATELY REPORTED AS AN EXPENSE. Schedule H, Part III, Line 3 Bad Debt Expense Methodology THE ESTIMATED AMOUNT OF ST. ELIZABETH HEALTHCARE'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ST. ELIZABETH HEALTHCARE'S FINANCIAL ASSISTANCE POLICY IS $0. THE PERCENTAGE OF BAD DEBTS THAT LIKELY COULD BE CHARITY CARE, IF ENOUGH INFORMATION WAS OBTAINED UP FRONT, WAS DEVELOPED WITH THE HELP OF OUR LARGEST COLLECTION AGENCY WHO HAS DETERMINED, BASED ON ACCOUNTS REVIEWED, WHO MAY NOT HAVE HAD THE FINANCIAL ABILITY TO PAY. ST. ELIZABETH HEALTHCARE ALSO BELIEVES THAT MANY PATIENTS FALL INTO THE CATEGORY WHERE THEY DO NOT MEET THE FEDERAL POVERTY GUIDELINES BUT YET CANNOT AFFORD THE COST OF THE SERVICES RENDERED, OR HAVE INSURANCE THAT MAY NOT COVER THE COST OF SERVICES. ST. ELIZABETH HEALTHCARE BELIEVES THESE NON REIMBURSED COSTS SHOULD BE COUNTED AS A BENEFIT TO THE COMMUNITY WE SERVE. THE AMERICAN HOSPITAL ASSOCIATION'S POSITION IS THAT BAD DEBTS SHOULD BE COUNTED AS A COMMUNITY BENEFIT. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote FROM 2024 AUDITED FINANCIAL STATEMENTS, 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (PG 9): PATIENT ACCOUNTS RECEIVABLE: ACCOUNTS RECEIVABLE FOR PATIENTS, INSURANCE COMPANIES, AND GOVERNMENTAL AGENCIES ARE BASED ON GROSS CHARGES, REDUCED BY EXPLICIT PRICE CONCESSIONS PROVIDED TO THIRD-PARTY PAYORS, DISCOUNTS PROVIDED TO QUALIFYING INDIVIDUALS AS PART OF OUR FINANCIAL ASSISTANCE POLICY, AND IMPLICIT PRICE CONCESSIONS PROVIDED PRIMARILY TO SELF-PAY PATIENTS. ESTIMATES FOR EXPLICIT PRICE CONCESSIONS ARE BASED ON PROVIDER CONTRACTS, PAYMENT TERMS FOR RELEVANT PROSPECTIVE PAYMENT SYSTEMS, AND HISTORICAL EXPERIENCE ADJUSTED FOR ECONOMIC CONDITIONS AND OTHER TRENDS AFFECTING ST. ELIZABETH HEALTHCARE'S ABILITY TO COLLECT OUTSTANDING AMOUNTS. ST. ELIZABETH HEALTHCARE PERFORMS PERIODIC ASSESSMENTS TO DETERMINE IF AN ALLOWANCE FOR EXPECTED CREDIT LOSSES IS NECESSARY. INCURRED LOSS EXPERIENCE IS CONSIDERED AND ADJUSTED FOR KNOWN AND EXPECTED EVENTS AND OTHER CIRCUMSTANCES. IN ESTIMATING ITS EXPECTED CREDIT LOSSES, ST. ELIZABETH HEALTHCARE MAY CONSIDER CHANGES IN THE LENGTH OF TIME ITS RECEIVABLES HAVE BEEN OUTSTANDING, CHANGES IN CREDIT RATINGS FOR ITS PAYORS, AND NOTICES OF PAYOR BANKRUPTCIES OR PAYORS ENTERING RECEIVERSHIP. BECAUSE ST. ELIZABETH HEALTHCARE'S ACCOUNTS RECEIVABLE IS TYPICALLY PAID FOR BY HIGHLY-SOLVENT, CREDITWORTHY PAYORS, SUCH AS MEDICARE, OTHER GOVERNMENTAL PROGRAMS, AND HIGHLY REGULATED COMMERCIAL INSURERS ON BEHALF OF THE PATIENT, ST. ELIZABETH HEATHCARE'S CREDIT LOSSES HAVE BEEN INFREQUENT AND INSIGNIFICANT IN NATURE. AMOUNTS RECOGNIZED FOR ALLOWANCES FOR EXPECTED CREDIT LOSSES ARE IMMATERIAL TO THE FINANCIAL STATEMENTS. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS, WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL, ST. ELIZABETH HEALTHCARE RECORDS SIGNIFICANT IMPLICIT PRICE CONCESSIONS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. PATIENT SERVICE REVENUE (PG 13): ST. ELIZABETH HEALTHCARE RECOGNIZES PATIENT SERVICE REVENUE AT THE TIME IN WHICH PERFORMANCE OBLIGATIONS ARE SATISFIED. THE AMOUNTS FROM PATIENT, THIRD-PARTY PAYORS, (INCLUDING MANAGED CARE AND GOVERNMENTAL PROGRAMS), AND OTHERS ARE SUBJECT TO CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS AND INCLUDES VARIABLE CONSIDERATION FOR RETROACTIVE REVENUE ADJUSTMENTS DUE TO SETTLEMENT OF AUDITS, REVIEWS, AND INVESTIGATIONS. PATIENTS ARE GENERALLY BILLED WHEN DISCHARGED, THOUGH THEY MAY BE BILLED ON AN INTERIM BASIS FOR LONGER STAYS. ST. ELIZABETH HEALTHCARE DETERMINES THE TRANSACTION PRICE BASED ON GROSS CHARGES FOR SERVICES PROVIDED, REDUCED BY CONTRACTUAL ADJUSTMENTS PROVIDED TO THIRD-PARTY PAYORS, DISCOUNTS PROVIDED, AND IMPLICIT PRICE CONCESSIONS PROVIDED PRIMARILY TO UNINSURED PATIENTS. ST. ELIZABETH HEALTHCARE DETERMINES ITS ESTIMATES OF CONTRACTUAL ADJUSTMENTS AND DISCOUNTS BASED ON THE HISTORICAL COLLECTION EXPERIENCE, ADJUSTED FOR CURRENT ENVIRONMENTAL RISKS AND TRENDS FOR EACH MAJOR PAYOR SOURCE. ST. ELIZABETH HEALTHCARE PROVIDES CARE, WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES, TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY. AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE ARE NOT REPORTED AS PATIENT SERVICE REVENUE. GENERALLY, PATIENTS WHO ARE COVERED BY THIRD-PARTY PAYORS ARE RESPONSIBLE FOR RELATED DEDUCTIBLES AND COINSURANCE, WHICH VARY IN AMOUNT. ST. ELIZABETH HEALTHCARE ALSO PROVIDES SERVICES TO UNINSURED PATIENTS, AND OFFERS THOSE UNINSURED PATIENTS A DISCOUNT, EITHER BY POLICY OR LAW, FROM STANDARD CHARGES. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS. SUBSEQUENT CHANGES TO THE ESTIMATE OF THE TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE. SELF-PAY REVENUES ARE DERIVED FROM PATIENTS WHO DO NOT HAVE ANY FORM OF HEALTHCARE COVERAGE AS WELL AS FROM PATIENTS WITH THIRD-PARTY HEALTHCARE COVERAGE RELATED TO THE PATIENT RESPONSIBILITY PORTION, INCLUDING DEDUCTIBLES AND CO-PAYMENTS. ST. ELIZABETH HEALTHCARE ESTIMATES THE TRANSACTION PRICE FOR SELF-PAY PATIENTS AND THE PATIENT RESPONSIBILITY PORTION USING VARIOUS METRICS, SUCH AS HISTORICAL CASH COLLECTION EXPERIENCE AND ENVIRONMENTAL TRENDS. BECAUSE ST. ELIZABETH HEALTHCARE PROVIDES CARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY, MANAGEMENT HAS DETERMINED THAT THE DIFFERENCE BETWEEN THE AMOUNTS BILLED TO PATIENTS AND THE AMOUNTS ST. ELIZABETH HEALTHCARE EXPECTS TO COLLECT REPRESENT IMPLICIT PRICE CONCESSIONS. SUBSEQUENT CHANGES THAT ARE DETERMINED TO BE THE RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S ABILITY TO PAY ARE RECORDED TO CREDIT LOSS EXPENSE: PATIENTS WHO MEET ST. ELIZABETH HEALTHCARE'S CRITERIA FOR CHARITY CARE ARE PROVIDED CARE WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. ST. ELIZABETH HEALTHCARE DOES NOT REPORT A CHARITY CARE PATIENT'S CHARGE IN REVENUES OR ACCOUNTS RECEIVABLE AS IT IS POLICY NOT TO PURSUE COLLECTION OF AMOUNTS RELATED TO THESE PATIENTS, AND THEREFORE, CONTRACTS WITH THESE PATIENTS DO NOT EXIST. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs ST. ELIZABETH HEALTHCARE USES THE STEP DOWN METHODOLOGY TO DETERMINE COSTS FOR MEDICARE. THE REPORTS WERE THEN COMPLETED BY FOLLOWING THE GUIDANCE PROVIDED IN THE INSTRUCTIONS FOR PART III. ST. ELIZABETH HEALTHCARE BELIEVES MEDICARE LOSSES SHOULD BE AN ALLOWABLE COMMUNITY BENEFIT. ST. ELIZABETH HEALTHCARE PROVIDES NEEDED SERVICES TO THE ELDERLY AND DISABLED MEDICARE POPULATION AT A FINANCIAL LOSS TO ST. ELIZABETH HEALTHCARE TO HELP THOSE INDIVIDUALS GET THE CARE THEY NEED IN THE COMMUNITY WE SERVE. THE AMERICAN HOSPITAL ASSOCIATION'S POSITION IS ALSO THAT MEDICARE LOSSES SHOULD BE COUNTED AS COMMUNITY BENEFIT. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance ST. ELIZABETH HEALTHCARE HAS A WRITTEN DEBT COLLECTION POLICY THAT ALSO INCLUDES A PROVISION ON THE COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE. IF A PATIENT QUALIFIES FOR CHARITY OR FINANCIAL ASSISTANCE, CERTAIN COLLECTION PRACTICES DO NOT APPLY. Schedule H, Part V, Section B, Line 16a FAP website A - ST ELIZABETH FLORENCE: Line 16a URL: WWW.STELIZABETH.COM/CARE/PAY-MY-BILL/; Schedule H, Part V, Section B, Line 16b FAP Application website A - ST ELIZABETH FLORENCE: Line 16b URL: WWW.STELIZABETH.COM/CARE/PAY-MY-BILL/; Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - ST ELIZABETH FLORENCE: Line 16c URL: WWW.STELIZABETH.COM/CARE/PAY-MY-BILL/; Schedule H, Part VI, Line 2 Needs assessment In 2024, St. Elizabeth Healthcare continued to work with the Northern Kentucky Office of Drug Control Policy and other community partners to address the issue of behavioral health (mental health and substance use), including the provision of financial support to the Northern Kentucky Addiction Helpline, providing data and support to community partners and local/state legislators to advocate for policies and funding that support treatment and recovery of substance use disorders, working with community partners to provide recovery support focused on employment/financial stability for people with substance use disorder, working with Safety Net Alliance and other partners to address the social determinants of health, and working with community mental health agencies in the promotion of mental health among youth and suicide prevention for all ages. St. Elizabeth Healthcare also expanded its Journey Recovery Center, an outpatient drug and alcohol treatment program, to allow for increased recovery options. In 2024, St. Elizabeth continued its support of Faith Community Pharmacy's prescription medication programs. These programs provide life-sustaining prescription medications, free of charge, to those unable to pay, ensuring our Northern Kentucky community does not go without needed medications due to affordability. In 2024, St. Elizabeth Healthcare supported community partners' efforts to address community health and social determinants of health factors, including: - Emergency Shelter of Northern Kentucky - The Ion Center for Violence Prevention - Freestore Foodbank - Last Mile Food Rescue - GO Pantry - Master Provisions - Transitions - LIVESTRONG Program at the YMCA - LiveWell Coalitions - American Heart Association and American Cancer Society Schedule H, Part VI, Line 3 Patient education of eligibility for assistance PATIENT FINANCIAL ASSISTANCE PROGRAM INFORMATION IS POSTED AT EACH SITE (THERE IS A FRAMED SIGN POSTED IN SPANISH AND ENGLISH). IN ADDITION, THERE IS A 1-PAGE DESCRIPTION OF OUR FINANCIAL ASSISTANCE PROGRAM THAT IS ATTACHED TO THE "PATIENT RIGHTS AND RESPONSIBILITIES" DOCUMENT, AND ALL PATIENTS ARE GIVEN THESE DOCUMENTS UPON REGISTRATION. IF A PATIENT DOES NOT HAVE INSURANCE, THEY ARE ALSO OFFERED AN APPLICATION PACKET FOR FINANCIAL ASSISTANCE. PATIENTS ARE NOTIFIED OF THEIR FINANCIAL RESPONSIBILITY, THE PATIENT RIGHTS AND RESPONSIBILITIES DOCUMENT GIVEN TO ALL PATIENTS STATES THEY HAVE A RESPONSIBILITY TO "PROVIDE NECESSARY FINANCIAL INFORMATION TO ASSURE ACCURATE BILLING AND MEET FINANCIAL COMMITMENTS." THE FINANCIAL ASSISTANCE PLAN DOCUMENT THEY ARE GIVEN PROVIDES DETAILED INFORMATION ON ELIGIBLE FINANCIAL AID SERVICES, AND ALSO STATES THAT "FINANCIAL ASSISTANCE IS NOT CONSIDERED AN ALTERNATIVE OPTION TO PAYMENT, AND PATIENTS MAY BE ASSISTED IN FINDING OTHER MEANS OF PAYMENT FOR FINANCIAL ASSISTANCE BEFORE APPROVAL FOR ST. ELIZABETH FINANCIAL ASSISTANCE PROGRAM." THE FINANCIAL ASSISTANCE POLICY IS PUBLISHED ON ST. ELIZABETH HEALTHCARE'S WEB SITE. A WRITTEN COPY IS ALSO INCLUDED IN THE PATIENT HANDBOOK PROVIDED TO INPATIENT ADMISSIONS. A NOTICE THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR QUALIFYING INDIVIDUALS IS PRINTED ON THE PATIENT BILLS. FINANCIAL COUNSELORS ARE AVAILABLE TO ASSIST PATIENTS TO DETERMINE QUALIFICATION AND A COPY OF THE POLICY IS AVAILABLE TO PATIENTS UPON REQUEST. Schedule H, Part VI, Line 4 Community information St. Elizabeth Healthcare serves the Northern Kentucky counties, which include: Boone, Bracken, Campbell, Carroll, Gallatin, Grant, Harrison, Kenton, Mason, Owen, Pendleton, Robertson, and Southeastern Indiana counties: Dearborn, Franklin, Ripley, Ohio, and Switzerland. These service areas include urban, suburban, and rural areas. The total population of the service areas is over 639,000. St. Elizabeth Healthcare's service areas during 2024 were determined by identifying where at least 90% of its patient population originates. This approach ensures that the assessment was not limited to a certain geographical area, but included the majority of the population served. The data revealed that over 94% of the patient population resides in the eight counties that comprise the Northern Kentucky Area Development District (NKADD) and five counties of Southeast Indiana. The NKADD encompasses the counties of Boone, Campbell, Carroll, Gallatin, Grant, Kenton, Owen, and Pendleton. Southeast Indiana includes the counties of Dearborn, Franklin, Ohio, Ripley, and Switzerland. The 2024 estimated population of these combined areas was over 487,000. All hospitals in the St. Elizabeth Healthcare system are located in these two geographical regions. The primary service areas are predominantly Northern Kentucky and Southeast Indiana. Population by origin: 86.7% White, 8.8% Black, 5.0% Hispanic, 1.8% Asian, 0.3% American Indian and Alaska Native, 0.1% Native Hawaiian and Other Pacific Islander, and 2.3% identifying as two or more races. Population by age is 5.8% under age 5, 22.5% under age 18, 53.9% between ages 18-64, and 17.8% age 65 and older. Persons below the poverty level in Northern Kentucky, all ages, account for 16.4%. Due to the enactment of the Affordable Care Act, it is estimated that approximately 6.5% of the Northern Kentucky and Southeastern Indiana population under age 65 remains uninsured. The median household income of the region in 2024 is as follows: Carroll County - $52,300, Owen County - $58,100, Grant County - $67,200, Campbell County - $74,500, Kenton County - $78,300, Boone County - $94,200, Gallatin County - $60,100, Pendleton County - $60,400, Dearborn County - $82,000, Franklin County - $77,800, Ripley County - $72,300, Switzerland County - $68,200, and Ohio County - $67,100. The poverty level of the region in 2024 is as follows: Carroll County - 15.9%, Owen County - 14.2%, Grant County - 12.7%, Campbell County - 9.2%, Kenton County - 10.5%, Boone County - 7.1%, Gallatin County - 12.9%, Pendleton County - 14.1%, Dearborn County - 10.3%, Franklin County - 13.8%, Ripley County - 11.7%, Switzerland County - 13.2%, and Ohio County - 8.9%. There are six (6) other hospitals that serve the Northern Kentucky community: (1) Gateway Rehabilitation Hospital in Boone County (2) Carroll County Memorial Hospital in Carroll County (3) Harrison Memorial Hospital in Harrison County (4) Encompass Health Rehabilitation Hospital in Kenton County (5) Meadowview Regional Medical Center in Mason County (6) SUN Behavioral Health in Kenton County. There is one other hospital that serves the Southern Indiana community: Margaret Mary Health in Ripley County. There are a number of hospitals that serve the Southern Ohio community, including The Christ Hospital, TriHealth, Mercy Health, and the University of Cincinnati Medical Center. There are a few federally designated medically underserved areas or populations in the communities. Schedule H, Part VI, Line 5 Promotion of community health St. Elizabeth Healthcare furthers its exempt purposes in improving community health status by: 1) St. Elizabeth Healthcare's Board of Trustees is made up of community representatives to ensure that St. Elizabeth Healthcare adheres to its mission to improve the health of the people we serve. The majority of the governing body is comprised of persons who reside within St. Elizabeth's primary service area. St. Elizabeth extends medical staff privileges to all qualified physicians in its community for some or all of its departments or specialties. 2) Encourages and supports staff to participate on various community boards/activities that support and/or develop programs that address community health needs and workforce development. 3) Through its PrimeWise Network, St. Elizabeth Healthcare connects adults 50+ to programs including low-impact exercise, health education and screenings, community events, wellness programs, and driver's safety. 4) Each year, St. Elizabeth Healthcare produces and distributes more than 600,000 different pieces of health-related information or invitations to health-related educational events throughout the community - which is an average of nearly 4 pieces of information per Northern Kentucky household. 5) t. Elizabeth Healthcare partners with community organizations and business agencies to present health-related programs and health screenings. 6) St. Elizabeth applies surplus funds to improve patient care by improving facilities, access to care, technology, recruiting and retaining top talent, and continuing education of our staff through either residency or college educational programs. Examples of how surplus funds were applied in 2024 are as follows: A. St. Elizabeth Healthcare provided outreach to the communities through the Mobile Mammography and Mobile Heart programs. B. St. Elizabeth Healthcare provided cohort educational programs with Northern Kentucky University (NKU), Thomas More University (TMU), and Mt. Saint Joseph University (MSJU) to provide for continuing and/or additional education for our staff. C. Continued financial assistance and support for the St. Elizabeth Family Medicine Residency Program, which is comprised of thirty (30) family practice residents who live and stay in the community to improve and enhance the access to primary care for the people we serve. D. St. Elizabeth Healthcare continues financial support for our Parish Nursing Program, which provides outreach, education, and prevention information to more than 60 congregations across seven Northern Kentucky and Ohio counties. E. St. Elizabeth Healthcare continues financial support for prevention and injury treatment for athletes attending schools in our communities. F. St. Elizabeth Healthcare sponsors community benefits to address the healthcare needs for diseases such as obesity, diabetes, and heart disease for the people we serve. G. St. Elizabeth Physicians Primary Care provided enhanced services for education and resources to those in the community we serve who struggle with obesity and ensuing comorbidities. Schedule H, Part VI, Line 6 Affiliated health care system ST. ELIZABETH HEALTHCARE IS A SYSTEM THAT FEATURES FIVE (5) FACILITIES THROUGHOUT NORTHERN KENTUCKY AND SOUTHEAST INDIANA. LOCATED IN NORTHERN KENTUCKY ARE: (I) ST. ELIZABETH - EDGEWOOD; (II) ST. ELIZABETH - FLORENCE; (III) ST. ELIZABETH - FORT THOMAS; (IV) ST. ELIZABETH - GRANT; AND (V) ST. ELIZABETH - DEARBORN - WHICH IS LOCATED IN SOUTHEAST INDIANA. EACH OF THESE FACILITIES ADDRESSES THE SPECIFIC NEEDS OF ITS LOCALE AS IDENTIFIED BY THE PATIENTS IN THE COMMUNITY. THE SERVICE AREAS VARY FROM RURAL AREAS TO SUBURBAN AREAS TO URBAN AREAS. ST. ELIZABETH HEALTHCARE OFFERS OVER 1,199 LICENSED BEDS, OVER 10,300 EMPLOYEES, 1,005 PHYSICIAN PROVIDERS WITH FULL ADMITTING PRIVILEGES AND A WHOLLY OWNED PHYSICIAN ORGANIZATION (SEP) WHICH INCLUDES OVER 210 PRIMARY CARE AND SPECIALTY OFFICE LOCATIONS. ST. ELIZABETH HEALTHCARE IS SPONSORED BY THE ROMAN CATHOLIC DIOCESE OF COVINGTON. Schedule H, Part VI, Line 7 State filing of community benefit report IN, KY true ADOPT A CLASS FOUNDATION 202587299 501(c)(3) 20000 Program Support ADVENTURE CREW 474230979 501(c)(3) 5000 Program Support AMARILLO JUNIOR COLLEGE DISTRICT 756000031 State of Texas 10000 Program Support AMERICAN CANCER SOCIETY INC 131788491 501(c)(3) 85000 Program Support AMERICAN HEART ASSOCIATION INC 135613797 501(c)(3) 225000 Program Support AMERICAN LUNG ASSOCIATION 131632524 501(c)(3) 5000 Program Support AMERICAS RIVER ROOTS EXPERIENCE 921828855 501(c)(3) 20000 Program Support BEECHWOOD BOARD OF EDUCATION 616001268 501(c)(3) 15000 Program Support BLUE NORTH KY INC 870822775 501(C)(3) 250000 Program Support BOONE COUNTY BOARD OF EDUCATION 616001252 Boone County 40000 Program Support BOONE COUNTY FISCAL COURT 616000718 Boone County 50000 Program Support CALVARY CHRISTIAN SCHOOL 610507064 501(c)(3) 5000 Program Support CANCER SUPPORT COMMUNITY GREATER CINCINNATI-NORTHERN KENTUCKY 311287785 501(c)(3) 25000 Program Support CATALYTIC DEVELOPMENT FUNDING CORP OF NORTHERN KENTUCKY 263389252 501(c)(3) 25000 Program Support CATHOLIC CHARITIES DIOCESE OF COVINGTON 610461728 501(c)(3) 15000 Program Support CINCINNATI SCHOLARSHIP FOUNDATION 310603619 501(c)(3) 10000 Program Support CINCINNATI STATE TECHNICAL & COMMUNITY COLLEGE 315157043 State of Ohio 30000 Program Support CINCINNATI USA REGIONAL CHAMBER 310239310 501(c)(6) 20000 Program Support COMMONWEALTH FUND FOR KET INC 616001915 City of Ft. Mitchell 10000 Program Support COVINGTON BUSINESS COUNCIL 310963057 501(c)(6) 8550 Program Support DAYTON INDEPENDENT SCHOOLS 616001401 501(c)(3) 95294 Program Support DIOCESAN CATHOLIC CHILDRENS HOME INC 610463943 501(c)(3) 25000 Program Support EMERGENCY SHELTER OF NORTHERN KENTUCKY 260851019 501(c)(3) 120000 Program Support FAITH COMMUNITY PHARMACY INC 611378914 501(c)(3) 100000 Program Support FAMILY NURTURING CENTER OF KENTUCKY INC 311011326 501(c)(3) 7500 Program Support FORT THOMAS INDEPENDENT SCHOOLS 611393646 501(c)(3) 126500 Program Support FREESTORE FOODBANK INC 237122205 501(c)(3) 100000 Program Support GALEN HEALTH INSTITUTES INC 611140524 30000 Program Support GAMBLE SPORTS PROPERTIES LLC 272508231 38000 3rd Party Payment to support NKY High School sports programs GATEWAY COMMUNITY AND TECHNICAL COLLEGE 611239550 501(c)(3) 353390 Program Support GO PANTRY CORPORATION 465637704 501(c)(3) 30000 Program Support HISPANIC CHAMBER CINCINNATI USA 311458839 501(c)(6) 10000 Program Support HOLLAND FOUNDATION FOR SIGHT RESTORATION INC 842983479 501(c)(3) 100000 Program Support HOLY CROSS HIGH SCHOOL 621577563 501(c)(3) 10000 Program Support HONOR RUN FOUNDATION 465547770 501(c)(3) 45000 Program Support HORIZON COMMUNITY FUNDS OF NORTHERN KY 821388190 501(c)(3) 24400 Program Support IVY TECH FOUNDATION INC 237073977 501(c)(3) 10000 Program Support JARO OF KY INC 610932219 15000 3rd Party Payment KENTON COUNTY BOARD OF EDUCATION 616001301 Kenton County 61738 Program Support KENTUCKY CENTER FOR PUBLIC SERVICE 463464828 501(c)(3) 15000 Program Support KENTUCKY CHAMBER OF COMMERCE 610405718 501(c)(6) 15500 Program Support KENTUCKY COMMUNITY AND TECHNICAL COLLEGE 611351918 501(c)(3) 10000 Program Support KENTUCKY COUNCIL ON POSTSECONDARY EDUCATION 610600439 State of Kentucky 1000000 Program Support LAST MILE FOOD RESCUE INC 834495745 501(c)(3) 25000 Program Support LAWRENCEBURG MAIN STREET INC 200456048 501(c)(3) 10000 Program Support LEADERSHIP KENTUCKY FOUNDATION INC 311096215 501(c)(3) 5000 Program Support LIFE LEARNING CENTER INC 203454261 501(c)(3) 1196667 Program Support LUDLOW BOARD OF EDUCATION 616001318 City of Ludlow 10000 Program Support MARCH OF DIMES INC 131846366 501(c)(3) 7500 Program Support MASTER PROVISIONS INC 611262540 501(c)(3) 75000 Program Support MELANOMA KNOW MORE 260505222 501(c)(3) 5000 Program Support METROPOLITAN CLUB INC 611188518 15000 3rd Party Payment for awards dinner sponsorship MILAN COMMUNITY SCHOOL CORPORATION 356002642 City of Milan 10000 Program Support MISSING ALEXIS LLC 463485926 501(c)(3) 6000 Program Support NATIONAL UNDERGROUND RAILROAD 311436217 501(c)(3) 5000 Program Support NEW PERCEPTIONS INC 610705047 501(c)(3) 5000 Program Support NEWPORT BOARD OF EDUCATION 613001336 City of Newport 10000 Program Support NORTHERN KENTUCKY AREA DEVELOPMENT 610719369 501(c)(3) 115728 Program Support NORTHERN KENTUCKY BRANCH NAACP 912157483 501(c)(3) 9000 Program Support NORTHERN KENTUCKY CHAMBER OF COMMERCE 610679408 501(c)(6) 46024 Program Support NORTHERN KENTUCKY COMMUNITY ACTION COMMISSION INC 610667805 501(c)(3) 5000 Program Support NORTHERN KENTUCKY EDUCATION COUNCIL 203105862 501(c)(3) 20000 Program Support NORTHERN KENTUCKY REGIONAL ALLIANCE INC 311489316 501(c)(3) 250000 Program Support NORTHERN KENTUCKY SYMPHONY INC 311190635 501(c)(3) 10000 Program Support NORTHERN KENTUCKY UNIVERSITY 611010545 State of Kentucky 1248998 Program Support NORTHERN KENTUCKY YOUTH ATHLETICS INC 464119935 501(c)(3) 5000 Program Support NORTHERN KY BRANCH NAACPBOWLES CENTER 202652162 501(c)(4) 5000 Program Support NOTRE DAME ACADEMY INC 260710957 501(c)(3) 10000 Program Support NOTRE DAME URBAN EDUCATION CENTER 270205323 501(c)(3) 5000 Program Support ONE DEARBORN INC 815269669 501(c)(3) 5000 3rd Party Payment for community investment OVARIAN CANCER ALLIANCE OF GR CINCINNATI 823862604 501(c)(3) 7500 Program Support PINK RIBBON GOOD INC 320020270 501(c)(3) 5000 Program Support PREGNANCY CENTER OF NORTHERN KENTUCKY 611351706 501(c)(3) 5000 Program Support PRICHARD COMMITTEE FOR ACADEMIC EXCELLENCE 611026214 501(c)(3) 5000 Program Support REDWOOD SCHOOL & REHABILITATION CTR INC 616013702 501(c)(3) 11000 Program Support ROMAN CATHOLIC DIOCESE OF COVINGTON 610458380 501(c)(3) 732825 Program Support SOCIETY OF ST VINCENT DE PAUL COUNCIL OF NORTHERN KENTUCKY INC 320350542 501(c)(3) 17500 Program Support SPECIAL OLYMPICS KY INC 610954571 501(c)(3) 5000 Program Support SUPT OF SCHOOLS OF BELLEVUE 616001387 City of Bellevue 10000 Program Support SWITZERLAND COUNTY SCHOOL CORPORATION 352116640 501(c)(3) 26000 Program Support TEAL WE FIND A CURE INC 825210142 501(c)(3) 5000 Program Support THE ABERCRUMBIE GROUP 300520187 15000 3rd Party Payment - DEI program support THE CARNEGIE VISUAL AND PERFORMING 610897319 501(c)(3) 10000 Program Support THE CINCINNATI REDS LLC 311002055 57655 Program Support THE LABORATORY SAFETY INSTITUTE INC 043210285 501(c)(3) 8000 Program Support THE NORTHERN KENTUCKY ATHLETIC 611038755 40000 3rd Party Payment - Local High School sports support THOMAS MORE UNIVERSITY INC 610448560 501(c)(3) 1038141 Program Support TRANSITIONS INC 610707125 501(c)(3) 35000 Program Support TRI-COUNTY ECONOMIC DEVELOPMENT 832547630 501(c)(3) 200000 Program Support UNIVERSITY OF CINCINNATI 316000989 State of Ohio 130942 Program Support UNIVERSITY OF KENTUCKY 616001218 State of Kentucky 30000 Program Support VILLA MADONNA ACADEMY INC 610541637 501(c)(3) 25000 Program Support VOLUNTEERS OF AMERICA MID-STATES INC 610480950 501(c)(3) 200000 Program Support WOMEN'S CRISIS CENTER INC 610908752 501(c)(3) 20000 Program Support XAVIER UNIVERSITY 310537516 501(c)(3) 10000 Program Support YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER CINCINNATI 310537178 501(c)(3) 80900 Program Support ZOOLOGICAL SOCIETY OF CINCINNATI 310537171 501(c)(3) 10000 Program Support 84 13 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds St. Elizabeth has an established and standardized review and approval process used to monitor grant requests. First, all requests for sponsorship must be submitted on a completed Sponsorship Request Form, including a letter of request on the organization's letterhead and a breakdown of all sponsorship levels that include benefits. St. Elizabeth asks that all organizations submit requests a minimum of 60 days prior to the publication of any marketing materials for the event and/or their sponsorship deadline. All requests that are received less than 60 days in advance risk being excluded from consideration. All sponsorships are subject to an annual review and evaluation. The St. Elizabeth Sponsorship Committee meets monthly to evaluate and make sponsorship recommendations. All decisions are based on consistency with the criteria mentioned above. However, due to the overwhelming number of requests and limited availability of funds, a request may be denied, even if it fits the criteria. An official notification of approval or denial comes in the form of a letter or email. X X X true true X X X X X true true false false false false false true false Garren Colvin PRESIDENT/CEO 1306811 0 309649 0 41390 0 19800 0 32322 0 1709972 0 0 0 Donald Price MD TRUSTEE 0 372286 0 61459 0 25622 0 19800 0 39746 0 518913 0 0 Lisa Frey EXECUTIVE VP LEGAL SERVICES/GENERAL COUNSEL/CORPORATE SECRETARY 527564 0 146797 0 30596 0 19800 0 16905 0 741662 0 0 0 Vera Hall EXECUTIVE VICE PRESIDENT & COO 473799 0 44359 0 28990 0 19800 0 4198 0 571146 0 0 0 Lori Ritchey-Baldwin EXECUTIVE VP/CFO/TREASURER 568122 0 221009 0 37158 0 19800 0 32490 0 878579 0 0 0 Jacob Bast SEP SENIOR VP/COO 445587 0 145543 0 3191 0 19800 0 37910 0 652031 0 0 0 Latonya Brown-Puryear MD VP CHIEF QUALITY OFFICER 381866 35150 0 47388 24268 1863 19800 0 26716 2489 452650 86890 0 0 Kevin Gessner SVP SITE ADMINISTRATOR FTT COV & HVI 153587 0 131475 0 23943 0 19800 0 28313 0 357118 0 0 0 Bruno Giacomuzzi COO FLO FT COV & SVP PROF SVCS 125242 0 146300 0 8960 0 19800 0 15565 0 315867 0 0 0 Sarah Giolando SVP/CHIEF STRATEGY OFFICER THRU 11/21/2024 345896 0 116283 0 172062 0 19800 0 37038 0 691079 0 0 0 Bruce Henley SEP CFO/TREASURER 312068 0 24921 0 31877 0 19800 0 31003 0 419669 0 0 0 James Horn MD EXECUTIVE VP & CHIEF CLINICAL OFFICER 384797 0 121673 0 27644 0 19800 0 37300 0 591214 0 0 0 Kathy Jennings SVP PATIENT CARE/ONCOLOGY 233794 0 43249 0 27557 0 18669 0 25167 0 348436 0 0 0 LaRoy Kendall MD SENIOR VP CHIEF MEDICAL OFFICER 432741 0 111428 0 30087 0 19800 0 23481 0 617537 0 0 0 Julie McGregor SENIOR VP HUMAN RESOURCES 450352 0 138049 0 39876 0 19800 0 39606 0 687683 0 0 0 Heidi Murley MD SEP PRESIDENT/CEO 576278 0 221272 0 7668 0 19800 0 42965 0 867983 0 0 0 Harry Watson SENIOR VP FACILITIES 164231 0 84027 0 5564 0 19800 0 1442 0 275064 0 0 0 Gene Barber SENIOR VP FACILITIES 310135 0 100000 0 59458 0 0 0 15647 0 485240 0 0 0 Mario Castillo-Sang MD PHYSICIAN 1153680 0 132012 0 26270 0 19800 0 5213 0 1336975 0 0 0 Saadeddine Dughman MD PHYSICIAN 961826 0 68556 0 26984 0 19800 0 3288 0 1080454 0 0 0 Mark Jordan PHYSICIAN 982302 0 65356 0 26822 0 19800 0 40399 0 1134679 0 0 0 Saeb Khoury MD PHYSICIAN 954674 0 69583 0 44376 0 19800 0 39249 0 1127682 0 0 0 Stephen Schutzman MD PHYSICIAN 1018044 0 65356 0 27890 0 19800 0 40746 0 1171836 0 0 0 Schedule J, Part I, Line 1a Travel for companions COMPANION TRAVEL WAS PROVIDED FOR SPOUSES OF BOARD MEMBERS AT ANNUAL EDUCATIONAL RETREAT FOR SIX (6) BOARD MEMBERS / EXECUTIVES AND WAS TREATED AS FULLY TAXABLE. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments PAYMENT FOR INSURANCE PREMIUMS FOR BRUNO GIACOMUZZI WHO RETIRED IN 2024 WAS GROSSED UP FOR FICA AND TREATED AS FULLY TAXABLE. Schedule J, Part I, Line 1a Housing allowance or residence for personal use HOUSING ALLOWANCE PAYMENT WAS MADE PER EMPLOYMENT CONTRACT WITH ONE (1) PERSON LISTED. Schedule J, Part I, Line 4a Severance or change-of-control payment SARAH GIOLANDO RECEIVED SEVERANCE $142,716 IN 2024. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Certain individuals listed in Part VII participated in a split dollar life insurance plan. Please refer to Schedule L for participants, premiums and outstanding loan amounts. Schedule J, Part I, Line 7 Non-fixed payments Persons listed in Part VII received Board-approved bonuses, reported on Schedule J, Part II, Column B(ii). These are nonfixed payments, contingent on performance, subject to Committee discretion, and not guaranteed. A KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY 521643102 2009-12-09 38150000 PARTIAL REFUNDING OF BONDS ISSUED 6/11/03 false false false B KENTUCKY BOND DEVELOPMENT CORPORATION 472650498 2015-12-30 50000000 RENOVATIONS TO HOSPITAL false false false C KENTUCKY BOND DEVELOPMENT CORPORATION 472650498 2015-12-30 50000000 RENOVATIONS TO HOSPITAL false false false D KENTUCKY BOND DEVELOPMENT CORPORATION 472650498 491210AW0 2016-05-12 98494028 ADVANCE REFUNDING OF SERIES 2009A BONDS false false false A 20225000 0 38150000 0 0 0 360000 0 0 0 37790000 0 2003 true false true true B 11675000 0 50716101 0 0 0 245000 0 0 50471101 0 0 2018 false false true true C 9600000 0 50015016 0 0 0 222000 0 0 49793016 0 0 2018 false false true true D 22675000 0 101059194 0 0 0 1123044 0 0 0 99936150 0 2009 false true true true A false false true true false false 0.0 0.0094 0.0094 false false 0 false true B false false true true true true 0.0 0.0053 0.0053 false false 0 false true C false false true true true true 0.0 0.0069 0.0069 false false 0 false true D false false true true false false 0.0 0.0111 0.0111 false false 0 false true A false false false true true false 0.0 false false false 0 false false true B false false false true false false 0 false false false 0 false false true C false false false true true true PNC Bank National Association 30.0 false false false 0 false false true D false false true false false false 0 false false false 0 false false true A true B true C true D true Schedule K, Part V Procedures to Undertake Corrective Action St. Elizabeth Medical Center, Inc. d/b/a St. Elizabeth Healthcare has written procedures to ensure that any potential violations of federal tax requirements are timely identified. If self-remediation is not available under applicable regulations, St. Elizabeth Healthcare would contact its bond counsel regarding the IRS's Voluntary Closing Agreement Program. Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE SERIES 2015A - DIFFERENCE BETWEEN ISSUE PRICE (ISSUE DATE 12/30/2015) IN PART I, LINE B, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, COLUMN B, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD. SERIES 2015B - DIFFERENCE BETWEEN ISSUE PRICE (ISSUE DATE 12/30/2015) IN PART I, LINE C, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, COLUMN C, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD. SERIES 2016 - DIFFERENCE BETWEEN ISSUE PRICE (ISSUE DATE 5/12/2016) IN PART I, LINE D, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, COLUMN D, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD. SERIES 2019A - DIFFERENCE BETWEEN ISSUE PRICE (ISSUE DATE 06/26/2019) IN PART I, LINE A, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, COLUMN A, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD. SERIES 2021A - DIFFERENCE BETWEEN ISSUE PRICE (ISSUE DATE 10/20/2021) IN PART I, LINE A, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, COLUMN A, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD. Schedule K, Part IV, Line 2c DATE REBATE COMPUTATION PERFORMED COLUMN A - SERIES 2009 (ISSUE DATE 12/09/2009) - JUNE 4, 2014 COLUMN B - SERIES 2015A (ISSUE DATE 12/30/2015) - FEBRUARY 11, 2021 COLUMN C - SERIES 2015B (ISSUE DATE 12/30/2015) - FEBRUARY 11, 2021 COLUMN D - SERIES 2016 (ISSUE DATE 05/12/2016) - THE SERIES 2016 BONDS WERE AN ADVANCE REFUNDING WITH AN ESCROW YIELD THAT WAS BELOW THE SERIES 2016 BOND YIELD. THEREFORE, A REBATE COMPUTATION WAS NOT REQUIRED. COLUMN A - SERIES 2019A (ISSUE DATE 6/26/2019) - 7/5/2024 Schedule K, Part IV, Line 2c COLUMN A Issuer name: KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY The calculation for computing no rebate due was performed on 06/04/2014 Schedule K, Part IV, Line 2c COLUMN B Issuer name: KENTUCKY BOND DEVELOPMENT CORPORATION The calculation for computing no rebate due was performed on 02/11/2021 Schedule K, Part IV, Line 2c COLUMN C Issuer name: KENTUCKY BOND DEVELOPMENT CORPORATION The calculation for computing no rebate due was performed on 02/11/2021 Schedule K, Part IV, Line 2c COLUMN A Issuer name: KENTUCKY BOND DEVELOPMENT CORPORATION The calculation for computing no rebate due was performed on 07/05/2024 A KENTUCKY BOND DEVELOPMENT CORPORATION 472650498 2019-06-26 75000000 RENOVATIONS TO HOSPITAL false false false B NATIONAL FINANCE AUTHORITY 521304598 63609WAP7 2021-10-20 57508798 RENOVATIONS TO HOSPITAL false false false A 9277376 0 75414457 0 0 0 560800 0 0 74853657 0 0 2020 false false true true B 700000 0 57953078 0 0 0 507417 0 0 57445661 0 0 2024 false false true true A false false true true true true 0.0 0.0085 0.0085 false false 0 false true B false false true true true true 0.0 0.0088 0.0088 false false 0 false true A false false false true true true Fifth Third Bank Risk Solutions 30.0 false false false 0 false false true B false true false false false false 0 false false false 0 false false true A true B true GARREN COLVIN PRESIDENT/CEO To fund split dollar life Insurance premiums for supplemental life insurance X 7198848 7719450 false true true LORI RITCHEY-BALDWIN EXECUTIVE VP/CFO/TREASURER To fund split dollar life Insurance premiums for supplemental life insurance X 1396061 1491146 false true true HEIDI MURLEY SEP PRESIDENT/CEO To fund split dollar life Insurance premiums for supplemental life insurance X 270788 284209 false true true LISA FREY EXECUTIVE VP LEGAL SERVICES/GENERAL COUNSEL/CORPORATE SECRETARY To fund split dollar life Insurance premiums for supplemental life insurance X 927818 984194 false true true SARAH GIOLANDO SVP/CHIEF STRATEGY OFFICER To fund split dollar life Insurance premiums for supplemental life insurance X 1439417 1538274 false true true JULIE MCGREGOR SENIOR VP HUMAN RESOURCES To fund split dollar life Insurance premiums for supplemental life insurance X 128685 135495 false true true JACOB BAST SEP COO To fund split dollar life Insurance premiums for supplemental life insurance X 705136 758574 false true true VERA HALL EXECUTIVE VICE PRESIDENT & COO To fund split dollar life Insurance premiums for supplemental life insurance X 1194982 1264811 false true true JAMES HORN EXECUTIVE VP & CHIEF CLINICAL OFFICER To fund split dollar life Insurance premiums for supplemental life insurance X 1098031 1161951 false true true BRUCE HENLEY SEP CFO To fund split dollar life Insurance premiums for supplemental life insurance X 1363660 1454840 false true true KEVIN GESSNER SVP SITE ADMINISTRATOR FTT COV & HVI To fund split dollar life Insurance premiums for supplemental life insurance X 302189 308674 false true true KATHY JENNINGS SVP PATIENT CARE/ONCOLOGY To fund split dollar life Insurance premiums for supplemental life insurance X 538573 571253 false true true BRUNO GIACOMUZZI COO FLO FT COV & SVP PROF SVCS To fund split dollar life Insurance premiums for supplemental life insurance X 952508 1021217 false true true HARRY WATSON SENIOR VP FACILITIES To fund split dollar life Insurance premiums for supplemental life insurance X 646538 688656 false true true GARY BLANK FORMER VP & COO To fund split dollar life Insurance premiums for supplemental life insurance X 2844952 3036491 false true true LAROY KENDALL SENIOR VP CHIEF MEDICAL OFFICER To fund split dollar life Insurance premiums for supplemental life insurance X 783778 835380 false true true LATONYA BROWN-PURYEAR VP CHIEF QUALITY OFFICER To fund split dollar life Insurance premiums for supplemental life insurance X 189498 199302 false true true 23453917 CHRIS RITCHEY SON OF OFFICER LORI RITCHEY-BALDWIN 44243 WAGES false Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS WERE AT ARM'S LENGTH (FMV) AND APPROVED BY DISINTERESTED MEMBERS OF THE BOARD. Schedule L, Part II To fund split dollar life Insurance premiums for supplemental life insurance The Organization has entered into a split-dollar life insurance with a number of its executive and key employees in order to provide supplemental life insurance benefits. Premiums under the arrangement, as opposed to contributions to a standard non-qualified plan, are not an expense for accounting purposes. In addition, all of the premiums treated as split-dollar loans in accordance with IRS rules will be recovered by the Organization with interest at the death of the individual(s), which will help further the Organization's charitable mission (see the associated receivable in Part X). 1 300 Cost X 1500 Cost 3 19102 Market value 1 3300000 Market value X Food/Prizes 46 11655 Cost X Signage 2 3239 Cost X Jewelry 1 65 Cost X Decorations 1 5000 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - Food/Prizes - Contributions Other - Signage - Contributions Clothing and household goods - Contributions Other - Jewelry - Contributions Art - Works of art - Contributions Securities - Publicly traded - Contributions Other - Decorations - Contributions Real estate - Commercial - Items received Form 990, Part VI, Line 13 WHISTLEBLOWER POLICY ST. ELIZABETH HEALTHCARE DOES NOT HAVE A SPECIFIC WHISTLEBLOWER POLICY; HOWEVER, THERE IS A SECTION OF ST. ELIZABETH HEALTHCARE'S CORPORATE RESPONSIBILITY PROGRAM THAT ADDRESSES COMPLIANCE WITH THE FEDERAL FALSE CLAIMS ACT AND WITHIN THAT SECTION PROTECTION FOR WHISTLEBLOWERS IS SPECIFICALLY ADDRESSED. Form 990, Part VI, Line 1a Delegate broad authority to a committee The members of the following committees act in an advisory capacity to the Board of Trustees and make recommendations to the Board: Investment, Strategic Planning, Audit, Finance, Governance, and Quality/Patient Care. In addition, the Compensation Committee members have actual voting and decision power such that they are an "authorized body" of the Board of Trustees. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body MOST REVEREND CATHOLIC BISHOP IFFERT OF COVINGTON KENTUCKY HAS CERTAIN RESERVED POWERS IN REGARD TO MAJOR TRANSACTIONS. THE BOARD OF TRUSTEES OF ST. ELIZABETH HEALTHCARE WILL BE APPOINTED ACCORDING TO THE FOLLOWING SUMMARIZED PROCEDURE: (I) THE BOARD SHALL SUBMIT TO THE BISHOP UP TO THREE NAMES OF CANDIDATES FOR EACH VACANCY; (II) ORDINARILY THE BISHOP WILL CHOOSE TRUSTEES TO FILL THE VACANCIES OR OPENINGS FROM THE RECOMMENDED CANDIDATES AFTER PERSONAL CONSULTATION WITH THE PRESIDENT. IF THE BISHOP DOES NOT CHOOSE ANYONE FROM THE LIST, THE BOARD WILL SUBMIT NEW NAMES AS SOON AS PRACTICAL; (III) THE BISHOP RESERVES THE RIGHT TO SUBMIT OTHER NAMES TO THE BOARD FOR REVIEW AND COMMENT; (IV) IN CONSULTATION WITH THE PRESIDENT OF THE MEDICAL CENTER OR THE BOARD CHAIR, THE BISHOP MAY REMOVE ANY MEMBER OF THE BOARD IF CERTAIN ACTIONS ARE COMMITTED; (V) IF THE BISHOP DECLINES A CANDIDATE OR THE CANDIDATE DECLINES, THE LIST OF CANDIDATES WILL BE REVISITED ACCORDING TO PROCEDURES (I) THROUGH (III) ABOVE. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders MOST REVEREND CATHOLIC BISHOP IFFERT OF COVINGTON KENTUCKY HAS CERTAIN RESERVED POWERS IN REGARD TO MAJOR TRANSACTIONS. THE FOLLOWING ACTIONS REQUIRE PRIOR APPROVAL OF THE BISHOP: (I) THE AMENDMENT OR REPEAL OF SECTIONS 2(B) OR 2(C) OF THE BYLAWS OR ANY PROVISIONS OF THE GOVERNING DOCUMENTS RELATING TO THE AUTHORITY OF THE BISHOP OR BOARD OF TRUSTEES OF ST. ELIZABETH HEALTHCARE; (II) ANY ACTION THAT RESULTS IN A SUBSTANTIAL CHANGE, AS DETERMINED BY THE BISHOP OR THE BOARD, IN THE PHILOSOPHY OR MISSION OF ST. ELIZABETH HEALTHCARE, OR IN THE USE OF A ST. ELIZABETH HEALTHCARE HOSPITAL FACILITY; (III) THE DISSOLUTION, CONSOLIDATION, MERGER, OR TERMINATION OF EXISTENCE OF ST. ELIZABETH HEALTHCARE; AND (IV) A BORROWING, LEASE, TRANSFER, OR ENCUMBRANCE OF ANY REAL ESTATE OF ST. ELIZABETH HEALTHCARE EXCEEDING $5,000,000. Form 990, Part VI, Line 11b Review of form 990 by governing body ST. ELIZABETH HEALTHCARE'S PROCESS TO REVIEW THE FORM 990 CONSISTS OF REVIEW AND APPROVAL BY CERTAIN MEMBERS OF MANAGEMENT AND ST. ELIZABETH HEALTHCARE'S BOARD OF TRUSTEES. THE FORM 990 IS REVIEWED WITH AND APPROVED BY THE FINANCE COMMITTEE. SUBSEQUENT TO THE FINANCE COMMITTEE'S APPROVAL, BUT PRIOR TO FILING WITH THE IRS, THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW. MANAGEMENT IS AVAILABLE FOR ANY QUESTIONS OR COMMENTS. Form 990, Part VI, Line 12c Conflict of interest policy ST. ELIZABETH HEALTHCARE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY IN THAT ANY DIRECTOR, PRINCIPAL OFFICER, OR A MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEE WITH THE GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE REMAINING INDIVIDUALS ON THE GOVERNING BOARD OR COMMITTEE MEETING WILL DECIDE IF CONFLICTS OF INTEREST EXISTS. EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (I) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (II) HAS READ AND UNDERSTANDS THE POLICY; (III) HAS AGREED TO COMPLY WITH THE POLICY; AND (IV) UNDERSTANDS THAT ST. ELIZABETH HEALTHCARE IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX EXEMPT PURPOSE. WHEN BUSINESS MATTERS COME BEFORE THE BOARD IN WHICH A MEMBER IS INVOLVED AND A POTENTIAL CONFLICT OF INTEREST MAY EXIST: (I) THE MEMBER SHOULD AGAIN MAKE A VERBAL DISCLOSURE TO THE MEMBERSHIP PRESENT; (II) THE BOARD SHALL ASK THE INTERESTED MEMBER TO LEAVE THE MEETING DURING DISCUSSION OF THE MATTER THAT GIVES RISE TO THE POTENTIAL CONFLICT; (III) THE INTERESTED MEMBER SHALL NOT VOTE ON NOR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER THAT GIVES RISE TO THE POTENTIAL CONFLICT; (IV) THE INTERESTED MEMBER SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT SUCH MEETING; AND (V) THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE TAKEN, AND WHICH MEMBERS WERE PRESENT AND VOTING. Form 990, Part VI, Line 15a Process to establish compensation of top management official IN DETERMINING THE COMPENSATION OF ST. ELIZABETH HEALTHCARE'S CHIEF EXECUTIVE OFFICER, AN EVALUATION IS DONE BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE USING APPROPRIATE COMPARABLE DATA. A COMPENSATION RECOMMENDATION IS THEN PRESENTED TO THE BOARD FOR APPROVAL. Form 990, Part VI, Line 15b Process to establish compensation of other employees OTHER KEY EXECUTIVES ARE REVIEWED AND THE CHIEF EXECUTIVE OFFICER MAKES RECOMMENDATIONS FOR THEIR COMPENSATION TO THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE THEN EVALUATES AND APPROVES THE COMPENSATION FOR THE OTHER KEY EXECUTIVES. FOR BOTH THE CHIEF EXECUTIVE OFFICER AND OTHER KEY EXECUTIVES, THE PROCESS INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, REVIEW OF COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXTERNAL REVIEW OF EXECUTIVE COMPENSATION IS PERFORMED ANNUALLY AND APPROVED BY THE BOARD. THIS WAS LAST PERFORMED IN 2024. Form 990, Part VI, Line 19 Required documents available to the public UPON REQUEST, ST. ELIZABETH HEALTHCARE WILL MAKE AVAILABLE THE FORM 990 AND THE RELATED APPLICABLE SCHEDULES OF WHICH ARE SUBJECT TO AND OPEN TO PUBLIC INSPECTION. Form 990, Part VII, Section A Compensation of Key Employees All key employees have been evaluated and only those meeting the definition of key employees were included on Part VII for calendar year 2024. Form 990, Part IX, Line 11g Other Fees CONTRACT LABOR - Total Expense: 41439699, Program Service Expense: 37984935, Management and General Expenses: 3454764, Fundraising Expenses: 0; AMBULANCE SERVICE - Total Expense: 1540005, Program Service Expense: 1539775, Management and General Expenses: 230, Fundraising Expenses: 0; ANESTHESIOLOGY SERVICE - Total Expense: 16762549, Program Service Expense: 16762549, Management and General Expenses: 0, Fundraising Expenses: 0; LABORATORY SERVICES - Total Expense: 1324717, Program Service Expense: 1324717, Management and General Expenses: 0, Fundraising Expenses: 0; LAUNDRY EXPENSE - Total Expense: 3759248, Program Service Expense: 241165, Management and General Expenses: 3518083, Fundraising Expenses: 0; PERFUSION SERVICES - Total Expense: 1984879, Program Service Expense: 1984879, Management and General Expenses: 0, Fundraising Expenses: 0; RADIATION SERVICES - Total Expense: 1722862, Program Service Expense: 1722862, Management and General Expenses: 0, Fundraising Expenses: 0; PHYSICIAN FEES - Total Expense: 17921972, Program Service Expense: 12275861, Management and General Expenses: 5646111, Fundraising Expenses: 0; CONSULTING SERVICE - Total Expense: 8721142, Program Service Expense: 1402732, Management and General Expenses: 7318410, Fundraising Expenses: ; COLLECTION SERVICE - Total Expense: 1016851, Program Service Expense: 0, Management and General Expenses: 1016851, Fundraising Expenses: 0; OTHER FEES - Total Expense: 300218, Program Service Expense: 1932, Management and General Expenses: 298256, Fundraising Expenses: 30; PURCHASED SERVICES - Total Expense: 42242283, Program Service Expense: 17009607, Management and General Expenses: 25232676, Fundraising Expenses: 0; ORGANIZATIONAL DEVELOP SERVICES - Total Expense: 72859, Program Service Expense: 0, Management and General Expenses: 72859, Fundraising Expenses: 0; HRIP-UPL KHREF FEES - Total Expense: 2034635, Program Service Expense: 0, Management and General Expenses: 2034635, Fundraising Expenses: 0; JANITORIAL SERVICES - Total Expense: 1187690, Program Service Expense: 321059, Management and General Expenses: 866631, Fundraising Expenses: 0; RESEARCH - Total Expense: 162322, Program Service Expense: 162322, Management and General Expenses: 0, Fundraising Expenses: 0; PEST CONTROL - Total Expense: 45006, Program Service Expense: 16806, Management and General Expenses: 28200, Fundraising Expenses: 0; OUTSOURCING SERVICES - Total Expense: 17390, Program Service Expense: 17390, Management and General Expenses: 0, Fundraising Expenses: 0; FIRE LIFE SAFETY SECURITY - Total Expense: 60285, Program Service Expense: 16825, Management and General Expenses: 43460, Fundraising Expenses: 0; INTERCOMPANY - Total Expense: XXX-XX-XXXX, Program Service Expense: 24604719, Management and General Expenses: 197003402, Fundraising Expenses: 0; NON-PHYSICIAN SERVICES - Total Expense: 646, Program Service Expense: 646, Management and General Expenses: 0, Fundraising Expenses: 0; RADIOLOGY SERVICES - Total Expense: 179, Program Service Expense: 179, Management and General Expenses: 0, Fundraising Expenses: 0; DATA PROCESSING SERVICES - Total Expense: 3916, Program Service Expense: 3216, Management and General Expenses: 700, Fundraising Expenses: 0; RECRUITMENT EXPENSE - Total Expense: 821722, Program Service Expense: 38859, Management and General Expenses: 782665, Fundraising Expenses: 198; PLP LABORATORY SERVICES - Total Expense: 15196520, Program Service Expense: 15196520, Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN FMV OF INTEREST RATE SWAP - 3524820; CONTRIBUTION - WRITE OFF/ADJUST - -63056; NET ASSET RELEASED FROM RESTRICTIONS - PPE - 106817; MINIMUM PENSION LIABILITY ADJ - 41348816; TRANSFERS DUE TO/FROM AFFILIATES - -20105286; CHANGE TO INVESTMENT IN AMSURG - -204906; NET ASSET RELEASED FROM RESTRICTIONS - BDF - 6781850; PENSION SETTLEMENT DUE TO PLAN ANNUITIZATION - -99114338; APPLICATION OF FAS 158 - 29900895; Total - -37824388; ST ELIZABETH PHYSICIAN SERVICES 334 THOMAS MORE PARKWAY STE 200 CRESTVIEW HILLS KY 41017 611339639 PHYSICIAN MANAGEMENT SERVICES KY 0 3558922 ST ELIZABETH MEDICAL CENTER INC SEH Holdings Inc 1 Medical Village Dr Edgewood KY 41017 830817636 Holding Company KY 116777 -1732682 St Elizabeth Medical Center Inc Next Daybreak Inc 1 Medical Village Dr Edgewood KY 41017 832843631 Physician Management Services KY 0 -875432 St Elizabeth Medical Center Inc SUMMIT MEDICAL GROUP INC 1360 Dolwick Drive Suite 200 Erlanger KY 41018 611300608 PHYSICIAN PRACTICE KY 501(c)(3) 3 ST ELIZABETH MEDICAL CENTER INC true Healthcare Advocates of Northern Kentucky 1 Medical Village Drive Edgewood KY 41017 832875231 Advance Healthcare quality and availability in Northern KY KY 501(c)(4) St Elizabeth Medical Center Inc true Health Care Solutions Network LLC 619 Oak Street Cincinnati OH 45206 472103334 PHO OH HSN Related 410560 970837 false true 0.9029 Bioskills Lab LLC 4123 Olympic Blvd Erlanger KY 41018 320571870 Bioskills Lab KY SEMC Related 0 0 false true 0.65 St Elizabeth Provider Network Inc 1 Medical Village Dr Edgewood KY 41017 472862438 Physician-Hospital Org. KY St Elizabeth Medical Center Inc C Corporation 7358621 1701679 1 true Charitable Remainder Trust (3) 1 Medical Village Drive Edgewood KY 41017 Trust KY Trust false true false false false false false false false true true true true false true false true true false SUMMIT MEDICAL GROUP INC R 193031738 COST SUMMIT MEDICAL GROUP INC O 65082285 COST SUMMIT MEDICAL GROUP INC K 225484 COST SUMMIT MEDICAL GROUP INC M 2678479 COST ST ELIZABETH PROVIDER NETWORK L 6569799 COST HEALTHCARE ADVOCATES OF NORTHERN KENTUCKY INC B 173025 COST SUMMIT MEDICAL GROUP INC J 9679469 COST SUMMIT MEDICAL GROUP INC Q 75060 COST SUMMIT MEDICAL GROUP INC L 7460705 COST