UNIVERSITY MEDICAL CENTER INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY MEDICAL CENTER INC (EIN 61-1293786)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201213189349300706
- Schema version
- 2011v1.3
- 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 C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T07:15:48-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 HUNTINGTON CTR 41 S HIGH ST | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611293786 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Medical Center Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % Phyllis Downs | InCareOfName |
| Name Control | UNIV | NameControl |
| Phone | 5025623621 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 SOUTH JACKSON STREET | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert Barbier | Name |
| Title | Senior VP and CFO | Title |
| Date Signed | 2012-11-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6142245678 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Louisville Hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | James Taylor | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 South Jackson | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 450975529 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UOFLHEALTHCARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3508 | TotalNbrEmployees |
| Total Nbr Volunteers | 525 | TotalNbrVolunteers |
| Total Gross UBI | 8682 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 72 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 429951730 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 431058159 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 981229 | InvestmentIncomePriorYear |
| Investment Income Current Year | 595395 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17499031 | OtherRevenuePriorYear |
| Other Revenue Current Year | 18607903 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 448431990 | TotalRevenuePriorYear |
| Total Revenue Current Year | 450261457 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 199425 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 232663 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 175298032 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 175468403 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 260124171 | OtherExpensePriorYear |
| Other Expenses Current Year | 283389255 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 435621628 | TotalExpensesPriorYear |
| Total Expenses Current Year | 459090321 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 12810362 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -8828864 | RevenuesLessExpensesCY |
| Total Assets BOY | 330429832 | TotalAssetsBOY |
| Total Assets EOY | 339359007 | TotalAssetsEOY |
| Total Liabilities BOY | 164577203 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 181199616 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 165852629 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 158159391 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 354994161 | Expense |
| Grants | 232663 | Grants |
| Revenue | 448170035 | Revenue |
| Description | 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 O for a detailed description. | Description |
| Total Program Service Expense | 354994161 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 384 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3508 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Phyllis Downs | NamePerson |
| Telephone Number | 5025624151 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 South Jackson Street | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Gerard J Anderson | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| Phillip Bond | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| Joan Coleman | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| Martha Neal Cooke | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| Keith Davis | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| David L Dunn MD PhD | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| Edward Halperin MD | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| J Blaine Hudson PhD | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| Robert C Hughes MD | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| Charlie Johnson | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| Kelly M McMasters MD PhD | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| Debra M Murphy | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| Robert W Rounsavall III | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| Sandy Metts Snowden | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| Lindy B Street | ||||||||
| Director / Board of Directors | 1.0 | X | ||||||
| LARRY N COOK MD UNTIL 62011 | ||||||||
| DIRECTOR / BOARD OF DIRECTORS | 1.0 | X | 0 | 0 | 0 | |||
| JAMES R RAMSEY PHD UNTIL 62011 | ||||||||
| DIRECTOR / BOARD OF DIRECTORS | 1.0 | X | ||||||
| Mary Jane Adams | ||||||||
| Senior VP & CNO | 40.0 | 269771 | 0 | 50166 | X | |||
| Robert P Barbier | ||||||||
| Senior VP & CFO | 40.0 | 429706 | 0 | 35697 | X | |||
| Kenneth P Marshall | ||||||||
| Senior VP & COO | 40.0 | 273649 | 0 | 44877 | X | |||
| Norma Racine | ||||||||
| Secretary | 40.0 | 112159 | 0 | 15381 | X | |||
| James H Taylor | ||||||||
| President & CEO | 40.0 | 653151 | 0 | 318409 | X | |||
| Stephen S Amsler | ||||||||
| VP Facilities & Planning | 40.0 | 167188 | 0 | 26091 | X | |||
| Gary E Bensing | ||||||||
| VP Human Resources | 40.0 | 328260 | 0 | 45444 | X | |||
| Donald B Kupper | ||||||||
| VP Supply Chain | 40.0 | 254185 | 0 | 38253 | X | |||
| Linda Kay Lloyd | ||||||||
| VP Operations Improvement | 40.0 | 221807 | 0 | 36000 | X | |||
| Troy A May | ||||||||
| Chief Information officer | 40.0 | 305024 | 0 | 45020 | X | |||
| Stephen J McGuire | ||||||||
| VP Compliance & Ethics | 40.0 | 203412 | 0 | 27974 | X | |||
| Patricia Ann Melvin | ||||||||
| VP JGBCC Operations | 40.0 | 224444 | 0 | 35352 | X | |||
| Timothy C Baize | ||||||||
| Staff Pharmacist | 51.0 | 173942 | 0 | 28674 | X | |||
| Martha S brewer | ||||||||
| Administrator/Director OR | 40.0 | 175509 | 0 | 23690 | X | |||
| Linda M Hummel | ||||||||
| Director Quality | 40.0 | 170339 | 0 | 27711 | X | |||
| Paul D Mangino | ||||||||
| PHARMACY MANAGER | 51.0 | 175679 | 0 | 28951 | X | |||
| Walter T Walton | ||||||||
| Director Mgmt Engineerin | 40.0 | 173727 | 0 | 35396 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4311952 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 863086 | TotalOtherCompensation |
| Number Individuals GT100 K | 146 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| University of Louisville | |||||
| 323 East Chestnut Street | LOUISVILLE | KY | 40292 | healthcare services | 30255626 |
| Crothall Healthcare Inc | |||||
| 955 Chesterbrook Blvd Ste 300 | WAYNE | PA | 19087 | Environmental svcs | 6137285 |
| Morrison Management Specialist | |||||
| PO Box 102289 | ATLANTA | GA | 303682289 | Food Services | 4922222 |
| UL Research Fund Inc | |||||
| Division of Cardothoracic Surgery | LOUISVILLE | KY | 40621 | Healthcare Services | 4785750 |
| Stites and Harbison | |||||
| 400 West Market St Suit 1800 | LOUISVILLE | KY | 402023352 | Legal Services | 4060171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 44 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Patient Service Revenue | 621500 | 431035119 | 431035119 | |
| Premier Purchasing Partners K-1 | 561000 | 18853 | 16976 | 1877 |
| UHC Patronage Dividend | 900099 | 4187 | 4187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 431058159 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 354483 | TotalRevenueColumn |
| Exclusion | $354,483 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 287065 | TotalRevenueColumn |
| Exclusion | $287,065 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 335130 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 666669 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -331539 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -331539 | TotalRevenueColumn |
| Exclusion | -$331,539 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1250 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 47403 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -46153 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -46153 | TotalRevenueColumn |
| Exclusion | -$46,153 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| Pharmacy | 446110 | 13886518 | 13886518 | ||
| Cafeteria Sales | 722210 | 1818884 | $1,818,884 | ||
| Reference Lab | 621500 | 889443 | 882638 | 6805 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2344597 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2344597 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 18939442 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 450261457 | TotalRevenueColumn |
| Related Or Exempt Function Income | 448170035 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 8682 | UnrelatedBusinessRevenue |
| Exclusion | $2,082,740 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232663 | Total |
| Program Services | 232663 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4161420 | Total |
| Program Services | 4161420 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136830721 | Total |
| Program Services | 119207675 | ProgramServices |
| Management And General | 17623046 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1622819 | Total |
| Program Services | 1622819 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22573905 | Total |
| Program Services | 22567405 | ProgramServices |
| Management And General | 6500 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10279538 | Total |
| Program Services | 9162050 | ProgramServices |
| Management And General | 1117488 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166698 | Total |
| Management And General | 166698 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14737909 | Total |
| Management And General | 14737909 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165000 | Total |
| Management And General | 165000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44452 | Total |
| Program Services | 44452 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88762441 | Total |
| Program Services | 45210062 | ProgramServices |
| Management And General | 43552379 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2973690 | Total |
| Program Services | 12576 | ProgramServices |
| Management And General | 2961114 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4381762 | Total |
| Program Services | 3980287 | ProgramServices |
| Management And General | 401475 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9333834 | Total |
| Program Services | 6459289 | ProgramServices |
| Management And General | 2874545 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14584616 | Total |
| Program Services | 14086636 | ProgramServices |
| Management And General | 497980 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336284 | Total |
| Program Services | 211347 | ProgramServices |
| Management And General | 124937 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429168 | Total |
| Program Services | 364920 | ProgramServices |
| Management And General | 64248 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3420172 | Total |
| Management And General | 3420172 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5500000 | Total |
| Program Services | 5500000 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18489490 | Total |
| Program Services | 18299711 | ProgramServices |
| Management And General | 189779 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6996563 | Total |
| Management And General | 6996563 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Repairs and Maintenance | 8212703 | 7915270 | 297433 |
| PROVIDER TAXES | 7321671 | 7321671 | |
| Bad Debt | 6230185 | 6230185 | |
| MEDICAL SUPPLIES | 88712134 | 88712134 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2590483 | Total |
| Program Services | 1013260 | ProgramServices |
| Management And General | 1577223 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 459090321 | Total |
| Program Services | 354994161 | ProgramServices |
| Management And General | 104096160 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44545722 | BOY |
| EOY | 32470412 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48474244 | BOY |
| EOY | 34884828 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70505921 | BOY |
| EOY | 98846254 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 778000 | BOY |
| EOY | 1055500 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7181932 | BOY |
| EOY | 7653772 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5737045 | BOY |
| EOY | 6345280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 231707355 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 127075063 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107162754 | BOY |
| EOY | 104632292 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30429811 | BOY |
| EOY | 32800067 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15614403 | BOY |
| EOY | 20670602 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330429832 | BOY |
| EOY | 339359007 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40056119 | BOY |
| EOY | 64779499 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25482623 | BOY |
| EOY | 25598272 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65130662 | BOY |
| EOY | 59250501 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5021405 | BOY |
| EOY | 3437926 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28886394 | BOY |
| EOY | 28133418 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164577203 | BOY |
| EOY | 181199616 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165852629 | BOY |
| EOY | 157806754 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 352637 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165852629 | BOY |
| EOY | 158159391 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330429832 | BOY |
| EOY | 339359007 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -8828864 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1135626 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $44,452 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 44452 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES INFORMATION | Identifier |
| Return Reference | Schedule C, Part II-B, 1i | ReturnReference |
| Explanation | University Medical Center paid membership dues to the Kentucky Hospital Association and American Hospital Association of which $18,837 and $10,373, respectively was related to lobbying activities. Also, University Medical Center paid McBrayer McGinnis $15,242. McBrayer McGinnis provided representation with legislators for the issues related to the QCCT funding. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14726997 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 19100 | InvestmentEarningsOrLosses |
| End Of Year Balance | 14746097 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14697044 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 29953 | InvestmentEarningsOrLosses |
| End Of Year Balance | 14726997 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14615749 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 81295 | InvestmentEarningsOrLosses |
| End Of Year Balance | 14697044 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17512144 | BeginningOfYearBalance |
| Contributions | 525000 | Contributions |
| Investment Earnings Or Losses | 495369 | InvestmentEarningsOrLosses |
| Other Expenditures | 3916764 | OtherExpenditures |
| End Of Year Balance | 14615749 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 102395149 | OtherCostOrOtherBasis |
| Depreciation | 42981829 | Depreciation |
| Book Value | 59413320 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2066475 | OtherCostOrOtherBasis |
| Depreciation | 1089516 | Depreciation |
| Book Value | 976959 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 122971548 | OtherCostOrOtherBasis |
| Depreciation | 83003718 | Depreciation |
| Book Value | 39967830 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4274183 | OtherCostOrOtherBasis |
| Book Value | 4274183 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 104632292 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT IN KMRRRG | 300000 | F |
| INVESTMENT IN PREMIER, INC. | 558698 | F |
| MONEY MARKET FUNDS | 3900615 | F |
| GUARANTEED INVESTMENT CONTRACT | 7663027 | F |
| UHC PASSPORT | 1313250 | F |
| SELF INSURANCE TRUST | 4318382 | F |
| FUNDED DEPRECIATION | 14746095 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 32800067 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INSURANCE SETTLEMENT | 18665240 |
| LT PLEDGE RECEIVABLE | -70383 |
| DEFERRED FINANCING COSTS | 519034 |
| EXECUTIVE BENEFITS | 301612 |
| 457 (b) Plan | 456340 |
| WORKERS COMP SETTLEMENT | 798759 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 20670602 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESERVE FOR MALPRACTICE | $23,904,578 |
| RESERVE-WORKERS COMP CLAIMS | $2,299,107 |
| RESERVE - D&O CLAIMS | $125,500 |
| ARBITRAGE FUNDS | $157,064 |
| PASSPORT GRANT REFUND | $1,596,000 |
| ESCHEAT PROPERTY | $51,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 28133418 | TotalOfAmounts |
| Total Revenue | 450261457 | TotalRevenue |
| Total Expenses | 459090321 | TotalExpenses |
| Excess Or Deficit For Year | -8828864 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 678211 | NetUnrealizedGLOnInvestments |
| Other | $104,778 | OtherAmount |
| Total Adjustments | 782989 | TotalAdjustments |
| Excess Or Deficit Per FS | -8045875 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 450926249 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 450926249 | RevenueSubtotal |
| Other Revenues Not Included | -664792 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -664792 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 450261457 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 459756990 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 666669 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 666669 | ExpensesNotRptdF990 |
| Expenses Subtotal | 459090321 | ExpensesSubtotal |
| Total Expenses Per Form990 | 459090321 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended Use of Organization's endowment funds | Schedule D, Part V, Line 4 | The Intended Use of the Endowment funds is for future capital. No specific project has been determined at this time. |
| Note Regarding ASC 740 (Formerly Fin 48) | Schedule D, Part X, Line 2 | University Medical Center, Inc. adopted Fin 48 in 2007. No disclosures were required under GAAP as university Medical Center, Inc. does not have any material tax contingencies that required disclosures in the footnotes. |
| Reconciliation of Change in Net Assets | Schedule D, Part XI, Line 8 | Premier Purchasing Revenue on 990, not on AFS - $ (1,877) Assets released from restrictions - $ 106,655 Total - $ 104,778 |
| Reconciliation of Revenue | Schedule D, Part XII, Line 4b | Rent expense netted with revenue on 990, expensed on AFS - $(666,669) Premier Purchasing Revenue on 990, not on AFS - $1,877 Total - $(664,792) |
| Reconciliation of Expenses | Schedule D, Part XIII, Line 2d | Rent expense netted with revenue on 990, expensed on AFS $(666,669) |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent100 | X | Pcent100 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 91415583 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 67320518 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 24095065 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05320 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 85050195 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 79424641 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5625554 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01240 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 176465778 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 146745159 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 29720619 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06560 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 9907417 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 83155 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 9824262 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02170 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 90710131 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 42608450 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 48101681 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.10620 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 210708 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 22302 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 188406 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00040 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2354643 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2354643 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00520 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 103182899 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 42713907 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 60468992 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.13350 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 279648677 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 189459066 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 90189611 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.19910 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $1,460,044 | BadDebtExpenseAmount |
| Amount Attributable To | 1273 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 75047471 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 66386961 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 8660510 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV
Name Of Entity NameOfEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Louisville Hospital | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 S Jackson Street | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Teaching Hospital | X | TeachingHospital |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Louisville Hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| Eligibility Criteria Explained | true | EligibilityCriteriaExplained |
| Uses FPG Free | true | UsesFPGFree |
| FPG Free Percent | 100 | FPGFreePercent |
| Uses FPG Discounted | true | UsesFPGDiscounted |
| FPG Discount Percent | 200. | FPGDiscountPercent |
| Explains Basis | true | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Medical Indigency | X | MedicalIndigency |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Medicaid Medicare | X | MedicaidMedicare |
| Explains Application Method | true | ExplainsApplicationMethod |
| Includes Publicity Measures | true | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Posted In Emergency Room | X | PostedInEmergencyRoom |
| Posted In Admission Office | X | PostedInAdmissionOffice |
| Provided On Admission | X | ProvidedOnAdmission |
| Available On Request | X | AvailableOnRequest |
| Actions On Nonpayment | true | ActionsOnNonpayment |
| Collection Activities | false | CollectionActivities |
| Nondiscrim Emergency Care Policy | true | NondiscrimEmergencyCarePolicy |
| Lowest Negotiated Rates | X | LowestNegotiatedRates |
| Amounts Generally Billed | false | AmountsGenerallyBilled |
| Gross Charges | false | GrossCharges |
Form990 Schedule H Part VI Form990ScheduleHPartVI (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COMMUNITY BENEFIT REPORT | PART I, LINE 6A | The community benefit report is posted to the organizations' web site. |
| FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFIT AT COST | PART I, LINE 7 | The costing methodology is cost-to-charge ratio based on Medicare Cost Report methodology. Part I, Line 7, Column (F) Total expenses for the organization as reported on Form 990, Part IX, line 25 is $459,090,321. The bad debt expense reported on Form 990, Part IX, line 24 is $6,230,185 but subtracted for purposes of calculating the percentage in this column. |
| BAD DEBT FOOTNOTE; COSTING METHODOLOGY; BAD DEBT AS COMMUNITY BENEFIT | PART III, LINE 4 | Bad debts are amounts owed on patients' accounts for services rendered by the hospital that were not anticipated as being uncollectible at the time services were rendered. Therefore, such things as policy discounts, charitable services, contractual adjustments, etc. must be allowed to remain as part of the patients' account balance to be written off as bad debt. Such allowances are handled as patient account adjustments in accordance with the provisions of other financial policies. This bad debt expense reported is based on a ratio of patient care cost to charges. This method is more appropriate as revenue amounts have a varying relationship to cost, ranging from cost-plus-margin to cost-minus-discount, depending on the various policies and the individual's income level. |
| SHORTFALL AS COMMUNITY BENEFIT AND ITS COSTING METHODOLOGY | PART III, LINE 8 | The Medicare government program consists of individuals on fixed incomes. Shortfalls on services provided are covered by general funds of the organization. |
| COLLECTION POLICY | PART III, LINE 9B | Patients who have qualified for the QCCT (Quality Charity Care Trust) under the term medically needy based on their income, will be allowed reconsideration for full charity. Full charity will be given upon verification that they have since become unemployed or that their income has been permanently reduced and they now fall below the federally published poverty guidelines. All other accounts will remain as originally processed. Accounts written off to the QCCT will not be reported to the credit bureau. Accounts receiving write-off as partial indigent/medically needy will be reported at the time of the bad debt write-off. |
| NEEDS ASSESSMENT | PART VI, LINE 2 | The organization utilizes national and state data sources to assess the needs of the community and state. This data assists the organization in understanding where health care disparities exist for development of programs and partnerships. This analysis is performed on a quarterly basis for specific programs. |
| PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE | PART VI, LINE 3 | The organization contracts with an outside firm to review the hospital's patient population to determine their possible qualification for indigent care program coverage, interview and complete the application process for the patients eligible. For patients who qualify for assistance, applications are prepared and submitted on their behalf. The firm also requests hearings for denied applications or claims. |
| COMMUNITY INFORMATION | PART VI, LINE 4 | The University of Louisville Hospital serves the entire adult population of the Commonwealth of Kentucky, concentrating in the Metro Louisville, Jefferson County area, as it is the only adult level I trauma hospital in this region of the state. Population in 2011: Jefferson County- 746,906, Kentucky-4,369,356. Median age: Jefferson County -37.7 years, Kentucky-35.9 years. Median household income in 2011: Jefferson County-$45,440, Kentucky-$41,236. Percentage of residents living in poverty in 2011: Kentucky-13.6%. Unemployment in 2011: Jefferson County-10.6%, Kentucky-10.5%. Uninsured population (percent adults under age 65): Jefferson County-14%, Kentucky-17%. Uninsured child population (percent children under age 19): Jefferson County-77%, Kentucky-9%. Prevalence of overweight (percent adults): Jefferson County-34%, Kentucky-33%. Prevalence of smoking (percent adults): Jefferson County-24%, Kentucky-27% |
| PROMOTION OF COMMUNITY HEALTH | PART VI, LINE 5 | University Medical Center, Inc. Board of Directors are comprised of the community's citizens who reside in the organization's primary service area who are neither employees nor contractors of the organization, nor family members thereof. University of Louisville Hospital's trauma center is the only level I trauma center in the region and one of the largest trauma facilities in the country. With 56,000 square feet, 43 patient bays, 14 trauma/surgical beds, 5 burn unit beds and 49 critical care beds, it can accommodate up to 86 patients simultaneously. The center features a dedicated 24-hour operating room and is staffed 24 hours a day by specialized multi-disciplinary trauma teams. Education is a key part of the University of Louisville Hospital's mission. The Trauma institute at the hospital leads the educational component of the hospital's trauma service. In addition to training tomorrow's leading trauma physicians through its residency programs, the Trauma Institute and Burn Unit staff facilitate both community and professional education programs. Examples of injury prevention classes: Risky Business - A teen drunk-driving prevention program, Straight Talk - A one day educational program for juvenile fire-setters, Boating and Water Safety-Prevention of boating and water accidents and immediate care. As the region's leading academic medical center, University of Louisville Hospital is dedicated to advancing treatments and providing rural access to innovative care. Amongst the many benefits from the robotic network is a near instant medical consult. U of L Physicians work with physicians and nurses in other Kentucky and southern Indiana hospitals to deliver prompt diagnoses and appropriate treatment plans. The ultimate goal is for the patient to remain in their hometown hospital without a transfer unless it is deemed necessary. |
| AFFILIATED HEALTH CARE SYSTEM | PART VI, LINE 6 | N/A |
| STATE FILING OF COMMUNITY BENEFIT REPORT | PART VI, LINE 7 | Kentucky |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| American Heart Assn | ||||||||
| 3455 N High Street | Louisville | KY | 40202 | 135613797 | 501c3 | 31250 | Sponsorships for Heart Walks Sponsorships for Wrapped in Red Gala Sponsorship Red Zone Cycling Sponsorship of Art Show Sponsorship Race for the Cure and Pink Tie Ball Sponsor: Oration Lectur/Red Black Ball/Res Olympic Sponsor: Depression Conf/Yandell-polk/Mathews Orat | |
| American Red Cross | ||||||||
| 510 E chestnut Street | Louisville | KY | 40202 | 530196605 | 501c3 | 10000 | Sponsorship for Annual Heroes Gala Event | |
| Red Zone Cycling | ||||||||
| 2402 Merrick Road | Louisville | KY | 40207 | 364628129 | 501c3 | 6000 | Subsidy for Americana Clinic | |
| St James Court Art Show | ||||||||
| PO Box 3804 | Louisville | KY | 40201 | 611063002 | 501c3 | 10000 | Sponsorship 2010 Employee participation | |
| Susan G Komen Breast Cancer | ||||||||
| 2301 Hurstbourne Vlg Dr Louisville | Louisville | KY | 40299 | 752855046 | 501c3 | 25000 | Social services for discharged brain injuury patients | Suite 700 |
| UL Research Foundation | ||||||||
| 550 S Jackson Street | Louisville | KY | 40202 | 611014882 | 501c3 | 7000 | Sponsorship of Race for the Cure | |
| University of Louisville | ||||||||
| 323 E Chestnut Street | Louisville | KY | 40292 | 611029626 | 501c3 | 12000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Organization's Procedures for Monitoring the Use of Grants | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | 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 offices 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mary Jane Adams | |||||||||||||
| 222178 | 0 | 19789 | 0 | 27804 | 0 | 25976 | 0 | 24190 | 0 | 319937 | 0 | 0 | 0 |
| Robert P Barbier | |||||||||||||
| 317272 | 0 | 28368 | 0 | 84066 | 0 | 21186 | 0 | 14511 | 0 | 465403 | 0 | 0 | 0 |
| Kenneth P Marshall | |||||||||||||
| 251730 | 0 | 21919 | 0 | 0 | 0 | 24393 | 0 | 20484 | 0 | 318526 | 0 | 0 | 0 |
| James H Taylor | |||||||||||||
| 509902 | 0 | 92086 | 0 | 51163 | 0 | 303476 | 0 | 14933 | 0 | 971560 | 0 | 0 | 0 |
| Stephen S Amsler | |||||||||||||
| 143173 | 0 | 14835 | 0 | 9180 | 0 | 7916 | 0 | 18175 | 0 | 193279 | 0 | 0 | 0 |
| Gary E Bensing | |||||||||||||
| 245121 | 0 | 27095 | 0 | 56044 | 0 | 25976 | 0 | 19468 | 0 | 373704 | 0 | 0 | 0 |
| Donald B Kupper | |||||||||||||
| 188609 | 0 | 19126 | 0 | 46450 | 0 | 19736 | 0 | 18517 | 0 | 292438 | 0 | 0 | 0 |
| Linda Kay Lloyd | |||||||||||||
| 179190 | 0 | 18751 | 0 | 23866 | 0 | 22488 | 0 | 13512 | 0 | 257807 | 0 | 0 | 0 |
| Troy A May | |||||||||||||
| 229590 | 0 | 25398 | 0 | 50036 | 0 | 25232 | 0 | 19788 | 0 | 350044 | 0 | 0 | 0 |
| Stephen J McGuire | |||||||||||||
| 145428 | 0 | 37513 | 0 | 20471 | 0 | 9544 | 0 | 18430 | 0 | 231386 | 0 | 0 | 0 |
| Patricia Ann Melvin | |||||||||||||
| 188199 | 0 | 16525 | 0 | 19720 | 0 | 12199 | 0 | 23153 | 0 | 259796 | 0 | 0 | 0 |
| Timothy C Baize | |||||||||||||
| 173192 | 0 | 500 | 0 | 250 | 0 | 16362 | 0 | 12312 | 0 | 202616 | 0 | 0 | 0 |
| Martha S brewer | |||||||||||||
| 148664 | 0 | 26500 | 0 | 345 | 0 | 16226 | 0 | 7464 | 0 | 199199 | 0 | 0 | 0 |
| Linda M Hummel | |||||||||||||
| 144108 | 0 | 26231 | 0 | 0 | 9522 | 0 | 18189 | 0 | 198050 | 0 | 0 | 0 | |
| Paul D Mangino | |||||||||||||
| 173538 | 0 | 1000 | 0 | 1141 | 0 | 17093 | 0 | 11858 | 0 | 204630 | 0 | 0 | 0 |
| Walter T Walton | |||||||||||||
| 146545 | 0 | 26131 | 0 | 1051 | 0 | 17230 | 0 | 18166 | 0 | 209123 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Supplemental Compensation | Schedule J, Part III | The following individuals participate in a 457(f) Plan: Robert P Barbier $73,371 Gary E Bensing $49,534 Donald B Kupper $45,651 Linda K Lloyd $25,376 Troy A May $52,005 Mary J Adams $28,345 Patricia A Melvin $20,536 Stephen J McGuire $19,012 Stephen S Amsler $14,459 These amounts are included in reportable compensation. |
| Explanation of Deferred Compensation for James H. Taylor, CEO | Schedule J, Part II, Column C | Retirement and other deferred compensation for James H. Taylor includes $25,976 for employer contribution to a qualified retirement plan and $277,500 premium payment for planned premiums on split dollar serp. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISVILLEJEFFERSON COUNTY METRO GOVERNMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 320049006 | IssuerEIN |
| Date Issued | 2008-09-05 | DateIssued |
| Issue Price | 16000000 | IssuePrice |
| Description Of Purpose | See Schedule K Part V | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 16118030 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 0 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 16000000 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | false | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Bond Purpose | Identifier |
| Return Reference | 0 | ReturnReference |
| Explanation | Schedule K, Part I 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 any other essential use medical equipment approved by the lessor. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES H TAYLOR | NamePerson |
| Purpose Of Loan | SPLITDOLLAR LIFE INS | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $277,500 | OriginalPrincipalAmount |
| Balance Due | 778000 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 778000 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Program Service Accomplishments | Form 990, Part III, Question 4 | UNIVERSITY OF LOUISVILLE HOSPITAL HERE AT UNIVERSITY OF LOUISVILLE HOSPITAL AND THE JAMES GRAHAM BROWN CANCER CENTER, WE HAVE A CLEAR VISION: TO BE THE HEALTH CARE PROVIDERS OF CHOICE FOR THE MOST ADVANCED, SAFE, COMPREHENSIVE, AND COMPASSIONATE PATIENT- AND FAMILY- CENTERED HEALTH CARE IN THE REGION. EACH ONE OF OUR NEARLY 3,000 EMPLOYEES, AS WELL AS THE UNIVERSITY FACULTY PHYSICIANS WHO PRACTICE AND TEACH HERE, ARE DEDICATED TO PROVIDING THE BEST POSSIBLE CARE FOR TODAY'S PATIENTS. IN THAT PROCESS, WE ARE ALSO TRAINING PHYSICIANS AND CREATING NEW TREATMENTS THAT WILL BENEFIT TOMORROW'S PATIENTS. WE ARE PROUD TO PROVIDE STATE-OF-THE-ART CARE FOR EVERY PATIENT, EVERY TIME, REGARDLESS OF THEIR ABILITY TO PAY. WHILE PROVIDING THIS EXCEPTIONAL CARE FOR ALL IN OUR COMMUNITY, WE CONTINUE TO BUILD ON A LEGACY OF EXCELLENCE. OUR TRAUMA CENTER - THE FIRST TRAUMA SERVICE IN THE COUNTRY - SETS THE STANDARD OF CARE PROVIDED FOR THIS COMPLEX TREATMENT TO ALL. IN ADDITION, THE BROWN CANCER CENTER CONTINUES TO DELIVER THE LATEST MEDICAL ADVANCES WITH COMPASSION AND RESPECT WHILE STRIVING TO BE A LEADER IN ADVANCING CANCER RESEARCH AND TREATMENT. FINALLY, WE ARE DEDICATED TO IMPROVING OUR COMMUNITY'S FUTURE HEALTH BEYOND DIRECT PATIENT CARE. THIS DEDICATION COMES IN MANY FORMS, SUCH AS INTERVENTION CLASSES FOR AT-RISK YOUTH THROUGH OUR TRAUMA INSTITUTE, INNOVATIVE EDUCATIONAL OPPORTUNITIES FOR CURRENT AND FUTURE PHYSICIANS AND NURSES, AND INCREASED PUBLIC ACCESS TO SCREENINGS THROUGH COMMUNITY OUTREACH. ACCESS TO HIGH QUALITY HEALTH CARE IS AT THE HEART OF A HEALTHY COMMUNITY. WE HOPE THIS REPORT HELPS YOU UNDERSTAND OUR HISTORIC COMMITMENT AND PLEDGE TO CONTINUE SERVING ALL PATIENTS IN THE FUTURE. IT IS OUR PRIVILEGE. |
| Describe the process used by management &/or governing body to review 990 | Form 990, Part VI, Question 11 | NO REVIEW WAS OR WILL BE CONDUCTED BEFORE FILING. THE BOARD WILL REVIEW THE 990 AFTER IT HAS BEEN FILED. |
| Description of Process to monitor transactions for conflicts of Interest | Form 990, Part VI, Question 12C | 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 does not vote on any transaction 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. |
| Offices & Positions for which process was used, & year process was begun | Form 990, Part VI, Questions 15a & 15b | COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD THROUGH A YEARLY PROCESS. FOR ALL OTHER 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. THE LAST TIME THIS ANALYSIS WAS PERFORMED WAS OCTOBER 2011. |
| Avail of Gov Docs, conflict of interest policy & fin stmts to gen public | Form 990, Part VI, Question 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE ON THE ORGANIZATION'S WEB SITE. THE INFORMATION CAN ALSO BE REQUESTED VIA EMAIL. |
| Other Changes in Net Assets or Fund Balances | Form 990, Part XI, Line 5 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES CONSIST OF THE FOLLOWING: CHANGE IN FAIR MARKET VALUE OF GOVERNMENT AND AGENCY SECURITIES:678,211 ASSETS RELEASED FROM RESTRICTED FUNDS: 459,292 PREMIER PURCHASING-UNRELATED REVENUE (INCL IN TOTAL REVENUE): (1,877) TOTAL: $1,135,626 |