Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
St Elizabeth Medical Center Inc
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
One Medical Village Drive
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Edgewood, KY41017
D Employer identification number

61-0445850
E Telephone number

G Gross receipts $ 1,570,768,874
F Name and address of principal officer:
Garren Colvin
One Medical Village Drive
Edgewood,KY41017
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.stelizabeth.com
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1861
M State of legal domicile: KY
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: AS A CATHOLIC HEALTHCARE MINISTRY, WE PROVIDE COMPREHENSIVE AND COMPASSIONATE CARE THAT IMPROVES THE HEALTH OF THE PEOPLE WE SERVE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 18
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 14
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 8,059
6 Total number of volunteers (estimate if necessary) ............. 6 1,571
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 3,534,465
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,590,400 8,067,640
9 Program service revenue (Part VIII, line 2g) ......... 1,142,301,509 1,182,872,415
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 36,796,855 28,190,465
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 5,285,430 5,654,041
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,187,974,194 1,224,784,561
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,763,415 4,485,576
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 505,761,860 531,545,385
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 34,600 60,000
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,861,361    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 563,200,526 599,920,005
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,077,760,401 1,136,010,966
19 Revenue less expenses. Subtract line 18 from line 12....... 110,213,793 88,773,595
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,768,297,483 1,837,486,904
21 Total liabilities (Part X, line 26)............. 465,018,278 503,171,056
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,303,279,205 1,334,315,848
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: AS A CATHOLIC HEALTHCARE MINISTRY, WE PROVIDE COMPREHENSIVE AND COMPASSIONATE CARE THAT IMPROVES THE HEALTH OF THE PEOPLE WE SERVE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 691,044,211 including grants of $ 4,485,576 ) (Revenue $ 1,177,386,147 )
St. Elizabeth Healthcare is one of the oldest, largest and most respected medical providers in the Northern Kentucky, Southern Ohio and Southern 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 five facilities throughout Northern Kentucky - St. Elizabeth Covington, St. Elizabeth Edgewood, St. Elizabeth Florence, St. Elizabeth Ft. Thomas and St. Elizabeth Grant. St. Elizabeth Healthcare is sponsored by the Diocese of Covington and provided more than $117 million in uncompensated care and benefit to the community in 2017. 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 you, the patient, faster, more convenient access to your personal medical records, test results and healthcare providers through a web portal called "MyChart." St. Elizabeth Healthcare also became the first and only healthcare system in Kentucky, Ohio or Indiana to pass Mayo Clinic's rigorous review process and become a member of the Mayo Clinic Care Network, a collaboration that allows physicians from St. Elizabeth Healthcare to consult with Mayo Clinic physicians, providing even better care to our patients. 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 2018 St. Elizabeth Healthcare had total admissions of 90,010; total patient visits of 200,163 and total emergency room visits of 191,794.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet691,044,211
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII .................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV........................Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
601
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
8,059
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
Yes
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
18
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IN , KY
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletLORI RITCHEY-BALDWINONE MEDICAL VILLAGE DRIVE   EDGEWOOD,KY41017 (859) 655-1642
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) GARREN COLVIN
 
PRESIDENT/CEO
 50.0
.................
5.0 		X   X       1,215,287 0 51,735
(2) ROBERT BAKER MD
 
PHYSICIAN / DIRECTOR
 4.0
.................
50.0 		X           0 174,600 48,950
(3) MICHAEL A CONNER
 
TRUSTEE
 4.0
.................
0 		X           4,310 0 0
(4) MARSHA CROXTON
 
TRUSTEE
 4.0
.................
0 		X           3,034 0 0
(5) THOMAS R DIETZ
 
TRUSTEE
 4.0
.................
0 		X           17,694 0 0
(6) CHRISTOPER FISTER
 
TRUSTEE
 4.0
.................
0 		X           4,009 0 0
(7) DOUG FLORA MD
 
TRUSTEE
 4.0
.................
50.0 		X           0 784,185 56,563
(8) GEORGE S HALL MD
 
Former VP Medical Affairs/TRUSTEE
 4.0
.................
0 		X           0 0 0
(9) MICHAEL E JONES
 
TRUSTEE
 4.0
.................
0 		X           1,776 0 0
(10) TILLIE HIDALGO LIMA
 
Trustee
 4.0
.................
0 		X           0 0 0
(11) GARY W MOORE
 
TRUSTEE
 4.0
.................
0 		X           4,025 0 0
(12) HEIDI MURLEY MD
 
TRUSTEE
 4.0
.................
50.0 		X           0 523,950 37,181
(13) ROGER PETERMAN
 
TRUSTEE
 4.0
.................
0 		X           16,396 0 0
(14) JAMES ROEBKER
 
TRUSTEE
 4.0
.................
0 		X           9,533 0 0
(15) DEBBIE SIMPSON
 
Trustee
 4.0
.................
0 		X           0 0 0
(16) ROBERT HOFFER
 
TRUSTEE/FOUNDATION CHAIRMAN
 4.0
.................
0 		X           1,694 0 0
(17) JAMES VOTRUBA
 
Chairman
 4.0
.................
0 		X           2,261 0 0
Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) FRED A MACKE JR
 
VICE CHAIRMAN
 4.0
.......................0 		X           20,741 0 0
(19) GARY BLANK
 
EXECUTIVE VP & COO, CNE
 50.0
.......................1.0 		    X       653,639 0 24,563
(20) LISA FREY
 
VP LEGAL SERVICES/GENERAL COUNSEL/CORPORATE SECRETARY
 50.0
.......................1.0 		    X       363,267 0 31,384
(21) LAROY KENDALL
 
VP Medical Services, CMO
 50.0
.......................4.0 		    X       472,000 0 49,283
(22) BARBARA KROHMAN
 
CORPORATE SECRETARY THRU 1/5/2018
 50.0
.......................0 		    X       29,486 0 2,251
(23) ROBERT PRICHARD MD
 
Chief Clinical Integration Officer, SEP President & CEO
 25.0
.......................25.0 		    X       865,244 0 45,337
(24) LORI RITCHEY-BALDWIN
 
Senior Vice President/CFO/Treasurer
 50.0
.......................5.0 		    X       704,036 0 57,685
(25) BENITA ANDERSON
 
VP Nursing - Florence/Ft. Thomas
 50.0
.......................0 		      X     306,047 0 35,592
(26) WILLIAM BANKS
 
VP MANAGED CARE
 50.0
.......................0 		      X     411,702 0 48,699
(27) JACOB BAST
 
SEP COO / SECRETARY
 35.0
.......................15.0 		      X     450,758 0 33,216
(28) JOSEPH BOZZELLI
 
VP MISSION SVCS & PASTORAL CARE
 50.0
.......................0 		      X     208,104 0 26,110
(29) CHRISTOPER CARLE
 
PRESIDENT & CEO SEPN
 50.0
.......................0 		      X     458,524 0 33,140
(30) CARRI CHANDLER
 
VP - FOUNDATION
 50.0
.......................0 		      X     263,385 0 28,447
(31) PAMELA DEETER
 
VP FINANCE
 50.0
.......................0 		      X     329,985 0 37,021
(32) BRUNO GIACOMUZZI
 
COO Flo FT Cov & SVP Prof Svcs
 50.0
.......................0 		      X     422,239 0 47,943
(33) SARAH GIOLANDO
 
SVP/CHIEF STRATEGY OFFICER
 50.0
.......................0 		      X     484,667 0 34,509
(34) VERA HALL
 
SVP System CNE
 50.0
.......................0 		      X     332,770 0 48,184
(35) ANTHONY HELTON
 
VP Revenue Cycle
 50.0
.......................0 		      X     270,748 0 38,423
(36) BRUCE HENLEY
 
SEP CFO / TREASURER
 35.0
.......................15.0 		      X     317,030 0 50,358
(37) MATTHEW HOLLENKAMP
 
VP MARKETING AND CONSUMER RELATIONS
 50.0
.......................0 		      X     232,234 0 32,864
(38) JAMES HORN
 
VP/CHIEF QUALITY OFFICER/ PHYSICIAN
 50.0
.......................0 		      X     376,165 0 36,940
(39) KATHY LYNN JENNINGS
 
VP PATIENT CARE/ONCOLOGY
 50.0
.......................0 		      X     243,849 0 35,205
(40) JAMES McCARVILLE
 
VP - QUALITY
 50.0
.......................0 		      X     242,052 0 33,462
(41) SUSAN MCDONALD
 
VP Nursing - Edgewood
 50.0
.......................0 		      X     319,799 0 36,980
(42) JOHN MITCHELL
 
SVP - COO FT. THOMAS
 50.0
.......................0 		      X     266,326 0 30,766
(43) ROSANNA NIELDS
 
VP PLANNING & GOVT RELATIONS
 50.0
.......................0 		      X     231,978 0 24,916
(44) JAMES PARSONS
 
SVP HUMAN RESOURCES
 50.0
.......................0 		      X     196,652 0 7,275
(45) ALEXANDER RODRIGUEZ
 
VP CIO
 50.0
.......................0 		      X     463,414 0 31,769
(46) HARRY WATSON
 
Sr. VP Facilities
 50.0
.......................0 		      X     339,210 0 13,897
(47) JASON WESSEL
 
VP OF PROFESSIONAL SERVICES
 50.0
.......................0 		      X     218,902 0 34,154
(48) DARRYL DIAS MD
 
PHYSICIAN
 50.0
.......................0 		        X   1,168,359 0 57,219
(49) JEROME SCHUTZMAN MD
 
PHYSICIAN
 50.0
.......................0 		        X   1,384,147 0 58,192
(50) MOHAMAD SINNO MD
 
PHYSICIAN
 50.0
.......................0 		        X   987,025 0 57,005
(51) JON HAYS MD
 
PHYSICIAN
 50.0
.......................0 		        X   1,053,570 0 56,267
(52) JEFFREY REICHARD MD
 
PHYSICIAN
 50.0
.......................0 		        X   1,015,673 0 59,443
(53) MARTIN OSCADAL
 
FORMER SVP HUMAN RESOURCES
 50.0
.......................0 		          X 390,970 0 42,832
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 17,774,717 1,482,735 1,515,759
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet523
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Danis Building Construction Company

50 E Business Way
Cincinnati,OH45241 		Construction 13,759,754
Intuitive Surgical Inc

PO Box 39000
Dept 33629
San Francisco,CA94139 		Technical Services 10,932,692
Turner Construction Company

250 West Court St
Suite 300
Cincinnati,OH45202 		Construction 9,999,735
Epic Systems Corporation

PO Box 88314
Milwaukee,WI523880314 		Technical Services 8,127,155
Hammel Green and Abrahamson Inc

SDS 12-1861
PO Box 86
Minneapolis,MN554861861 		Architectural Services 5,098,229
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet202
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 61,423
d Related organizations1d  
e Government grants (contributions)1e 2,086,567
f All other contributions, gifts, grants, and similar amounts not included above1f 5,919,650
g Noncash contributions included in lines 1a - 1f:$ 156,803
h Total. Add lines 1a-1f.......MediumBullet 8,067,640
Program Service RevenueAmt Business Code
2a NET PATIENT REVENUE 621400 1,046,290,511 1,046,290,511    
b OTHER RELATED REVENUE 900099 63,122,956 63,122,956    
c PATIENT/EMPLOYEE DRUGS 446110 4,843,835   2,859,038 1,984,797
d LABORATORY 621500 68,615,113 67,972,680 642,433  
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ....MediumBullet 1,182,872,415
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 22,195,958   32,994 22,162,964
4 Income from investment of tax-exempt bond proceedsMediumBullet 189,392     189,392
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   2,249,149
b Less: rental expenses   2,480,586
c Rental income or (loss) 0 -231,437
d Net rental income or (loss)......MediumBullet -231,437     -231,437
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 1,539,788 347,495,747
b Less: cost or other basis and sales expenses 1,660,394 341,570,026
c Gain or (loss) -120,606 5,925,721
d Net gain or (loss).....MediumBullet 5,805,115     5,805,115
8a Gross income from fundraising events (not including $ 61,423of contributions reported on line 1c). See Part IV, line 18 ....
a 384,346
b Less: direct expenses ...b 272,821
c Net income or (loss) from fundraising events..MediumBullet 111,525   111,525
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 7,204
b Less: direct expenses ...b 486
c Net income or (loss) from gaming activities..MediumBullet 6,718     6,718
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a CAFETERIA 722210 3,979,007     3,979,007
b GIFT SHOP 900099 1,666,961     1,666,961
c VENDING 453220 121,267     121,267
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 5,767,235
12 Total revenue. See Instructions......MediumBullet 1,224,784,561 1,177,386,147 3,534,465 35,796,309
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 4,485,576 4,485,576
2 Grants and other assistance to domestic individuals. See Part IV, line 22    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 13,361,840 9,412,953 3,923,930 24,957
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 406,690,957 301,462,625 104,434,217 794,115
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 22,558,594 15,891,748 6,624,713 42,133
9 Other employee benefits ....... 60,810,224 44,832,934 15,874,056 103,234
10 Payroll taxes ........... 28,123,770 21,256,637 6,805,770 61,363
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 3,413,591 16,160 3,397,431  
c Accounting ........... 687,663 9,997 677,666  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 60,000 60,000
f Investment management fees ...... 1,867,872   1,867,372 500
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 198,166,888 53,412,998 144,735,990 17,900
12 Advertising and promotion .... 11,608,806 567,177 10,822,142 219,487
13 Office expenses ....... 4,378,327 2,165,184 2,024,303 188,840
14 Information technology ...... 16,988,882 874,645 16,057,494 56,743
15 Royalties ..        
16 Occupancy ........... 12,359,741 904,042 11,455,699  
17 Travel ............ 914,437 427,523 482,231 4,683
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 2,730,384 492,873 2,073,743 163,768
20 Interest ........... 5,963,458   5,963,458  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 67,973,397 12,806 67,960,591  
23 Insurance ... 2,407,527   2,407,527  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 184,401,011 180,422,031 3,978,330 650
b BAD DEBT 39,007,910 39,007,910    
c GENERAL SUPPLIES 24,998,198 13,941,585 10,984,411 72,202
d PROVIDER TAX 12,549,589   12,549,589  
e All other expenses 9,502,324 1,446,807 8,004,731 50,786
25 Total functional expenses. Add lines 1 through 24e 1,136,010,966 691,044,211 443,105,394 1,861,361
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 3,558,922 1 3,558,922
2 Savings and temporary cash investments ......... 87,130,693 2 76,027,737
3 Pledges and grants receivable, net ...... 3,601,682 3 6,102,637
4 Accounts receivable, net ............. 121,240,249 4 121,911,389
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
3,448,615 5 9,368,104
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
0 6 0
7 Notes and loans receivable, net .... 5,573,148 7 8,388,469
8 Inventories for sale or use ........ 27,521,732 8 30,391,581
9 Prepaid expenses and deferred charges ...... 9,929,897 9 8,683,313
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,038,455,258
b Less: accumulated depreciation 10b 595,657,670 441,650,693 10c 442,797,588
11 Investments—publicly traded securities . 726,973,696 11 689,095,772
12 Investments—other securities. See Part IV, line 11 ..... 308,973,520 12 376,682,604
13 Investments—program-related. See Part IV, line 11 .. 6,014,340 13 14,751,767
14 Intangible assets ............... 13,396,082 14 13,454,499
15 Other assets. See Part IV, line 11 ........... 9,284,214 15 36,272,522
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,768,297,483 16 1,837,486,904
Liabilities 17 Accounts payable and accrued expenses ..... 135,246,798 17 167,566,556
18 Grants payable ...   18  
19 Deferred revenue ......... 5,191,317 19 4,177,903
20 Tax-exempt bond liabilities ......... 190,721,239 20 210,006,462
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.. 0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 133,858,924 25 121,420,135
26 Total liabilities. Add lines 17 through 25.. 465,018,278 26 503,171,056
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 1,105,217,011 27 1,311,553,091
28 Temporarily restricted net assets ........... 7,450,380 28 13,002,103
29 Permanently restricted net assets   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds 190,611,814 32 9,760,654
33 Total net assets or fund balances ........... 1,303,279,205 33 1,334,315,848
34 Total liabilities and net assets/fund balances ........ 1,768,297,483 34 1,837,486,904
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,224,784,561
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,136,010,966
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
88,773,595
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,303,279,205
5
Net unrealized gains (losses) on investments ...............
5
-71,592,006
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
13,855,054
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,334,315,848
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID: 18007697
Software Version: 2018v3.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number

61-0445850
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number

61-0445850
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
St Elizabeth Medical Center Inc
  		Employer identification number
61-0445850
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
St Elizabeth Medical Center Inc
  		Employer identification number

61-0445850
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
St Elizabeth Medical Center Inc
  		Employer identification number

61-0445850
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data


Software ID: 18007697
Software Version: 2018v3.1
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number

61-0445850
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ...............................    
c Total lobbying expenditures (add lines 1a and 1b) ...................................................................    
d Other exempt purpose expenditures ........................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2018


Schedule C (Form 990 or 990-EZ) 2018
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
46,732
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
53,963
j
Total. Add lines 1c through 1i ....................................................................................................
100,695
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
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 $53,653.
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 2018. THE AMOUNT IS $10,750. ST. ELIZABETH HEALTHCARE ALSO ENLISTED THE ASSISTANCE OF LOBBYING CONSULTANTS IN 2018. THE AMOUNT PAID TO THESE CONSULTANTS IS $35,050. ST. ELIZABETH HEALTHCARE ALSO PAID $932 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 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 have 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 more timely in responding if issues arise.
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 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 have 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 more timely in responding if issues arise.
Schedule C (Form 990 or 990EZ) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number

61-0445850
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
 
(ii) related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   21,248,291 21,248,291
b Buildings ....   518,367,322 268,942,522 249,424,800
c Leasehold improvements   18,611,899 7,405,940 11,205,959
d Equipment ....   445,772,848 319,176,833 126,596,015
e Other .....   34,454,898 132,375 34,322,523
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 442,797,588
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) UNRESTRICTED		 376,682,604 F
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 376,682,604
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
ANNUITY PAYMENT LIABILITY 96,336
ACCRUED PENSION LIABILITY 20,635,209
OTHER LONG TERM LIABILITIES 29,423,474
SELF-INSURANCE 52,687,891
OTHER CURRENT LIABILITIES HOSPITAL 6,531,040
INTEREST RATE SWAP 5,264,817
ASSET RETIREMENT OBLIGATION 408,055
LT DEBT TO ST REMRKTG ARRANGEMENT  
MEDICARE PAYABLE 5,249,943
MEDICAID PAYABLE 1,123,370
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 121,420,135
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 1,118,794,482
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -71,592,006
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 9,392,422
e Add lines 2a through 2d ..................... 2e -62,199,584
3 Subtract line 2e from line 1.................. 3 1,180,994,066
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 1,867,872
b Other (Describe in Part XIII.) ........... 4b 41,922,623
c Add lines 4a and 4b.................... 4c 43,790,495
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,224,784,561
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 1,103,937,209
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 10,252,893
e Add lines 2a through 2d.................... 2e 10,252,893
3 Subtract line 2e from line 1................... 3 1,093,684,316
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 1,867,872
b Other (Describe in Part XIII.) ............ 4b 40,458,778
c Add lines 4a and 4b..................... 4c 42,326,650
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,136,010,966
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
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 AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ST. ELIZABETH HEALTHCARE IS NOT CURRENTLY UNDER EXAMINATION BY THE INTERNAL REVENUE SERVICE OR ANY STATE OR LOCAL TAX AUTHORITIES. ST. ELIZABETH HEALTHCARE'S FEDERAL TAX RETURNS FOR THE YEARS ENDED PRIOR TO DECEMBER 31, 2015 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 - 272821 GAMING EXPENSES - 486 LOSS/GAIN ON FIXED ASSET DISPOSAL - 120606 SEPN - 720442 RENTAL EXPENSES - 2480586 PENSION EXPENSE BOOKED TO REVENUE - 5797481
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements UNCOLLECTIBLE PLEDGES - 29667 SEPN - 703408 FIVE LABS - 367874 PROVISION FOR BAD DEBT - 39007910 CHANGE IN FMV IN INTEREST RATE SWAP - 1813764
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SEPN - 1580913 GAIN/LOSS ON FIXED ASSET DISPOSALS - 120606 RENTAL EXPENSES - 2480586 FUNDRAISING EXPENSES - 272821 GAMING EXPENSES - 486 PENSION EXPENSES BOOKED TO REVENUE - 5797481
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements SEPS - 25365 PROVISION FOR BAD DEBT - 39007910 FIVE LABS - 367874 SEPN - 703408 Reclass of Grant to HANKY reported on balance sheet - 354221
Schedule D (Form 990) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number

61-0445850
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Central America and the Caribbean 0 0 Investments N/A 114,463,460
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 114,463,460
b Total from continuation sheets to Part I ...     0
c Totals (add lines 3a and 3b) 0 0 114,463,460
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS ST. ELIZABETH HEALTHCARE MAINTAINS RECORDS TO SUBSTANTIATE AMOUNTS AND ELIGIBILITY TO BE USED FOR THE CRITERIA FOR SELECTING PROGRAM RELATED INVESTMENTS. ST. ELIZABETH HEALTHCARE'S PROGRAM RELATED INVESTMENTS ARE CONSIDERED TO BE LOW RISK AND HAVE LOW VOLATILITY TO THE MARKETPLACE. ST. ELIZABETH HEALTHCARE MONITORS THEIR PROGRAM RELATED INVESTMENTS BY HAVING AN INDEPENDENT INVESTMENT CONSULTANT RECEIVE, ON A QUARTERLY BASIS, SEPARATE FINANCIAL REPORTS FOR EACH INVESTMENT AND ON AN ANNUAL BASIS, AUDITED FINANCIAL STATEMENTS PERFORMED BY THIRD PARTY INDEPENDENT AUDITORS FOR EACH INVESTMENT. THESE REPORTS AND FINANCIAL STATEMENTS ARE REVIEWED BY THE INDEPENDENT INVESTMENT CONSULTANT AND PERFORMANCE IS CALCULATED BASED ON ACTUAL AND PROJECTED CASH FLOWS FOR EACH INVESTMENT. THIS PERFORMANCE IS COMPARED TO BENCHMARKED INDUSTRY STANDARDS. IN ADDITION, RATES OF RETURN ARE COMPARED TO WHAT IS ACTUALLY REPORTED AND WHAT THE INDUSTRY STANDARDS PROVIDE. ANY SIGNIFICANT DISPARITIES ARE DISCUSSED WITH ST. ELIZABETH HEALTHCARE'S INVESTMENT COMMITTEE. FURTHERMORE, IF NECESSARY, AN INVESTMENT TEAM WILL REVIEW THE STRATEGY, PERFORMANCE, AND GOALS OF THE PROGRAM RELATED INVESTMENT(S) TO ENSURE THAT THE FUNDS ARE BEING USED FOR THEIR PROPER PURPOSE AND ARE NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2018
Additional Data


Software ID: 18007697
Software Version: 2018v3.1



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number

61-0445850
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
BOUTS VENTURE LLC
PO Box 99
 
Dimondal, MI488210099 		CONSULTANT FEE   No   60,000 -60,000
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 0 60,000 -60,000
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
KY, OH
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

Golf Partee
(event type) 		(b) Event #2

Style Show
(event type) 		(c) Other events

1
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
321,021
80,128
44,620
445,769

2
Less: Contributions . . . .
32,121
25,838
3,464
61,423
3 Gross income (line 1 minus
line 2) . . . . . .
288,900
54,290
41,156
384,346



VerticalDirectExpenses
4 Cash prizes . . . . . 0 0 0 0
5 Noncash prizes . . . . 18,348 0 488 18,836
6 Rent/facility costs . . . . 0 0 0 0
7 Food and beverages . . . 88,450 20,893 11,289 120,632
8 Entertainment . . . . 0 0 0 0
9 Other direct expenses . . . 40,396 27,949 18,845 87,190
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 226,658
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow 157,688
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G, Part I, Line 2b(i) BOUTS VENTURES LLC BOUTS VENTURES PROVIDE CONSULTING SERVICES ON FUNDRAISING AND RETREATS RELATED TO DEVELOPMENT TO ST. ELIZABETH HEALTHCARE. BOUTS VENTURES LLC DOES NOT PARTICIPATE IN THE SOLICITATION OF CONTRIBUTIONS.
Schedule G (Form 990 or 990-EZ) 2018
Additional Data


Software ID: 18007697
Software Version: 2018v3.1
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number

61-0445850
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		    36,182,518 24,369,987 11,812,531 1.04 %
b Medicaid (from Worksheet 3, column a) . . . . .     184,879,707 140,511,854 44,367,853 3.91 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     0 0 0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 221,062,225 164,881,841 56,180,384 4.95 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     1,931,798 533,817 1,397,981 0.12 %
f Health professions education (from Worksheet 5) . . .     5,706,673 1,948,005 3,758,668 0.33 %
g Subsidized health services (from Worksheet 6) . . . .     7,702,058 3,156,766 4,545,292 0.40 %
h Research (from Worksheet 7) .     1,437,536 676,592 760,944 0.07 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     15,172,948 1,125,000 14,047,948 1.24 %
j Total. Other Benefits . . 0 0 31,951,013 7,440,180 24,510,833 2.16 %
k Total. Add lines 7d and 7j . 0 0 253,013,238 172,322,021 80,691,217 7.11 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing     71,522   71,522 0.01 %
2 Economic development     46,990   46,990 0 %
3 Community support     403,437   403,437 0.04 %
4 Environmental improvements     0   0 0 %
5 Leadership development and
training for community members		     5,878   5,878 0 %
6 Coalition building     432,190   432,190 0.04 %
7 Community health improvement advocacy     0   0 0 %
8 Workforce development     587,558   587,558 0.05 %
9 Other     310,074   310,074 0.03 %
10 Total 0 0 1,857,649 0 1,857,649 0.16 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
39,007,910
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
3,900,791
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
219,760,852
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
233,070,052
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-13,309,200
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1BLUEGRASS DIALYSIS LLC
  		RENAL DIALYSIS 32 % 0 % 17 %
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?4Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 ST ELIZABETH EDGEWOOD
1 MEDICAL VILLAGE DRIVE
EDGEWOOD,KY41017
www.stelizabeth.com
100500 		X X         X     A
2 ST ELIZABETH FLORENCE
4900 HOUSTON ROAD
FLORENCE,KY41042
www.stelizabeth.com
100273 		X X         X     A
3 ST ELIZABETH FORT THOMAS
85 NORTH GRAND AVENUE
FORT THOMAS,KY41075
www.stelizabeth.com
100059 		X X         X     A
4 ST ELIZABETH GRANT
238 BARNES ROAD
WILLIAMSTOWN,KY41097
www.stelizabeth.com
600062 		X X     X   X     A
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 18
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 18
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://www.stelizabeth.com/community-outreach/community-benefits
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://www.stelizabeth.com/patients-visitors/financial-assistance-programs
b
https://www.stelizabeth.com/patients-visitors/financial-assistance-programs
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 6
Part VFacility Information (continued)

Billing and Collections
A
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
A
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - St. Elizabeth Healthcare - Florence, Edgewood, Grant & Ft. Thomas. For the 2013 - 2015 CHNA, ST. ELIZABETH HEALTHCARE INVITED 349 COMMUNITY LEADERS, BUSINESS PERSONS, AND RESIDENTS TO PARTICIPATE IN EITHER A FOCUS GROUP OR SURVEY. PARTICIPANTS IN THE ASSESSMENT INCLUDED REPRESENTATION FROM ST. ELIZABETH HEALTHCARE, STATE LEGISLATURE, FISCAL COURTS, LAW ENFORCEMENT, HEALTH DEPARTMENTS, CITY OFFICIALS, AREA SCHOOL SYSTEMS, AND OTHER HEALTHCARE & SOCIAL SERVICE PROVIDERS. ORGANIZATIONS AND OTHER GROUPS CONSULTED INCLUDE: -TRACY MANN, EXECUTIVE DIRECTOR OF ACADEMIC & STUDENT SUPPORT SERVICES KENTON COUNTY SCHOOLS -JOHN SCHICKEL, SENATOR OF THE STATE OF KENTUCKY -SHAWN CARROLL, EXECUTIVE DIRECTOR OF NEW PERCEPTIONS -DR. KATHY BURKHARDT, SUPERINTENDENT OF ERLANGER ELSMERE SCHOOLS -MARY BURCH, RN, HEALTH COORDINATOR OF ERLANGER ELSMERE SCHOOLS -CRAIG RICE, PRESIDENT OF BOYS & GIRLS CLUBS OF GREATER CINCINNATI -RICK SKINNER, MAYOR OF THE CITY OF WILLIAMSTOWN -NANCY ATKINSON, COUNCIL MEMBER OF THE CITY OF EDGEWOOD -SR. JEAN HOFFMAN, DIOCESAN CATHOLIC CHILDREN'S HOME -MARK KREIMBORG, KENTON COUNTY FISCAL COURT -ED HUGHES, PRESIDENT OF GATEWAY COMMUNITY COLLEGE -ROSANA AYDT, EXECUTIVE DIRECTOR/DIRECTOR OF PHARMACY OF FAITH COMMUNITY PHARMACY -KEN RECHTIN, SENIOR SERVICES OF NORTHERN KENTUCKY -CHARLES KORZENBORN, SHERIFF OF KENTON COUNTY -STEVE STEVENS, PRESIDENT AND CEO OF NORTHERN KENTUCKY CHAMBER OF COMMERCE -TOM SZURLNSKI, CHIEF OF POLICE OF FLORENCE KENTUCKY -CATHY VOETER, CITY OF DAYTON -LINDA YOUNG, EXECUTIVE DIRECTOR OF WELCOME HOUSE OF NORTHERN KENTUCKY -DENISE BINGHAM, DIRECTOR OF NURSING OF THREE RIVERS DISTRICT HEALTH -DEBBIE JONES, THREE RIVERS DISTRICT HEALTH -TONY KRAMER, CHIEF OF POLICE OF EDGEWOOD KENTUCKY -DR. LYNNE SADDLER, NORTHERN KENTUCKY HEALTH DEPARTMENT -Transitions, Inc. DURING 2015, ST. ELIZABETH HEALTHCARE CONDUCTED ITS NEXT REQUIRED CHNA FOR YEARS 2016 -2018. -PRIMARY 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 GOVERNMENTAL/CIVIC AGENCIES, HEALTHCARE PROVIDERS, COMMUNITY BASED SOCIAL SERVICE AGENCIES AND AREA SCHOOL DISTRICTS. - THE METHODOLOGY USED TO COLLECT THE DATA INCLUDED ONE-ON-ONE MEETINGS, PRESENTATIONS TO GROUPS, PHONE CALLS, AND AN ON-LINE SURVEY. THE PROCESS INCLUDED AN EXPLANATION OF THE CHNA REQUIREMENTS AND HOW THE DATA GARNERED WILL BE USED TO DEVELOP THE CHNA PLAN. PARTICIPANTS WERE THEN ASKED TO LIST IN ORDER FROM MOST IMPORTANT TO LEAST IMPORTANT WHAT THEY BELIEVE ARE THE TOP FIVE COMMUNITY HEALTH NEEDS THAT NEED TO BE ADDRESSED AND/OR CONSIDERED IN THIS ASSESSMENT. THIS PRIMARY DATA WAS SUMMARIZED AND TABULATED. -CONCENTRATING ON SOCIAL SERVICE AGENCIES, SCHOOL DISTRICTS AND CIVIC SERVICES ENSURED THAT THE CHNA IDENTIFIED AND RECEIVED DATA ON THE MOST PRESSING HEALTH NEEDS WITHIN THE COMMUNITY SERVED. TWO LOCAL COMMUNITY ORGANIZATIONS THAT WORK IN COLLABORATION WITH LIKE COMMUNITY PROVIDERS ARE THE SAFETY NET ALLIANCE AND THE NORTHERN KENTUCKY EDUCATION COUNCIL. THEY PERMITTED ST. ELIZABETH TO USE THEIR MEMBERSHIP EMAIL LISTING TO SEND INFORMATION ABOUT THE CHNA AND THE REQUEST FOR INPUT. THE FOLLOWING IS A LISTING OF THE COMMUNITY PARTICIPANTS: SOCIAL SERVICE AGENCIES: -AHEC HISPANIC HEALTH EDU SURVEY -APPRISEN -BE CONCERNED -BRIGHTON CENTER, INC. -CAMPBELL CTY FISCAL COURT - ASSISTANCE PROGRAM -CATHOLIC CHARITIES -CHILDREN HOME OF NKY -CHILDREN INC. -CHILDREN'S LAW CENTER -CINCINNATI VA -CITY HEIGHTS HEALTH CENTER -FAITH COMMUNITY PHARMACY -HOSEA HOUSE -INTERACT FOR HEALTH -ITN GREATER CINCINNATI -JACC, INC. -KY Office for the Blind -Life Learning Center -Life Point Solutions -NKU NACU Ctr City Heights -Rosedale Green -The Butler Foundation -Transitions, Inc. -Welcomed House of NKY Inc. BUSINESSES: -ANTHEM MEDICAID -CARESOURCE & HUMANA -NKY CHAMBER OF COMMERCE -BUSINESS BENEFITS SCHOOLS: -BELLEVUE INDEPENDENT SCHOOLS -BOONE CTY SCHOOLS- NORTH POINTE -CAMPBELL COUNTY SCHOOLS -CAYWOOD ELEMENTARY -COLLINS ELEMENTARY SCHOOL -COVINGTON INDEPENDENT PUBLIC SCHOOLS -DAYTON HIGH SCHOOL -ERLANGER-ELSMERE INDEPENDENT SCHOOLS -GRANT COUNTY MIDDLE SCHOOL -GRANT COUNTY SCHOOLS -KENTON COUNTY SCHOOL DISTRICT -LARRY A. RYLE HIGH SCHOOL -LAWRENCEBURG COMMUNITY SCHOOL -LLOYD MEMORIAL HIGH SCHOOL -NORTHERN KENTUCKY UNIVERSITY -OCKERMAN MIDDLE SCHOOL -PENDLETON COUNTY HIGH SCHOOL -PINER ELEMENTARY -REILEY ELEMENTARY HEALTH DEPARTMENTS: -NKY INDEPENDENT HEALTH DEPARTMENT -THREE RIVERS DISTRICT HEALTH DEPT. -DEARBORN COUNTY HEALTH DEPARTMENT CIVIC SERVICES: -KENTON COUNTY DETENTION CENTER -BOONE COUNTY DETENTION CENTER -CAMPBELL COUNTY DETENTION CENTER -NKY AREA DEVELOPMENT DISTRICT -KENTON COUNTY FISCAL COURT -CAMPBELL COUNTY FISCAL COURT CITIES: -EDGEWOOD -FORT WRIGHT -INDEPENDENCE HEALTHCARE: -HEALTHPOINT FAMILY CARE (FQHC) -ST. ELIZABETH HEALTHCARE (SEH) -SEH CARE COORDINATION -SEH COVINGTON EMERGENCY DEPARTMENT -SEH EDGEWOOD EMERGENCY DEPARTMENT -SEH FAMILY MEDICAL RESIDENCY PROGRAM -SEH GRANT EMERGENCY DEPARTMENT -SEH HEALTH MINISTRIES PROGRAM -ST. ELIZABETH PHYSICIANS (73 RESPONDENTS MULTIPLE OFFICE LOCATIONS)
Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - ST. ELIZABETH HEALTHCARE. ST. ELIZABETH - EDGEWOOD ST. ELIZABETH - FLORENCE ST. ELIZABETH - FT. THOMAS ST. ELIZABETH - GRANT COUNTY
Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - St. Elizabeth Healthcare - Florence, Edgewood, Grant & Ft. Thomas. From the 2018 CHNA, primary 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 governmental/civic agencies, other healthcare providers, community-based social service agencies and area school districts The methodology used to collect the data included presentations to groups, phone calls and an online survey. The process included an explanation of the CHNA requirements and how the data garnered would be used to develop the CBIP. Participants were then asked to list in order from most important to least important what they believed were the top five community health needs that should be addressed and/or considered in the assessment/ Concentrating on social service agencies, school districts and civic services ensured that the CHNA identified and received data on the most pressing health needs within the community served. The following is a listing of the community participants: Social Service Agencies: Brighton Center Catholic Charities Children's Home of NKY Children's Law Center Covington Partners Faith Community Pharmacy Henry Hosea House Interact for Health Life Learning Center NKU NACU Butler Foundation (Corporex) NKY Community Action Commission Schools: Kenton County Schools Notre Dame Academy Beechwood Schools Erlanger-Elsmere Schools Covington Schools Fort Thomas Schools Newport Schools Southgate School Health Departments: NKY Health Department Three Rivers District Health Department Civic Services: Grant County Fiscal Court Pendleton County Fiscal Court Gallatin County Fiscal Court Cities Alexandria Butler Crittenden First Responders:First Responders Campbell Co Fire District #1 Dry Ridge Fire/EMS Petersburg Fire District Ludlow Fire Department Newport Fire/EMS Pendleton County EMS Owen County EMS Union Fire District Burlington Fire/EMS Central Campbell Co Fire District Southgate/Wilder EMS Erlanger Fire/EMS St. Elizabeth: St. Elizabeth Healthcare (81 respondents) St. Elizabeth Physicians (63 respondents)
Schedule H, Part V, Section B, Line 11 Facility A, 2 Facility A, 2 - St. Elizabeth Healthcare - Florence, Edgewood, Grant & Ft. Thomas. Prioritization of Identified Health Needs Like many communities in Kentucky, heart disease, cancer, stroke, obesity, diabetes, mental health and substance abuse, are prevalent in all of the NKADD counties. After the assessment data was gathered, it was summarized into categories and tabulated. The findings were presented to the System's Community Benefits Steering Committee for review and thoroughly discussed. The committee was tasked with ranking the community's most important health needs and providing suggestions for hospital priorities. Many of the needs listed are currently being addressed by St. Elizabeth Healthcare or community providers. A vote was taken to determine which of the needs identified should be addressed in the new Plan. The three top needs identified to be addressed were Mental Health, Drug Addiction/Treatment and Heart Disease. The prioritized list along with the assessment findings were presented to the Strategic Planning Committee of the Board for review, discussion and a combination of the identified priorities. This step in the CHNA process is significant because the priorities identified drive the development of an implementation strategy and the related goals. The top three significant health needs were: Mental Health, Drug Addiction/Treatment, and Heart Disease St. Elizabeth plan to address these needs is as follows: Mental Health: Goal * Collaborate with community partners to develop programs/services to educate, treat, prevent and assist residents of Northern Kentucky, with mental health issues. * Develop comprehensive behavioral health care services based on proven best practice models. Measure: * Increase treatment capacity both inpatient and outpatient services. Strategies/Tactics: * Add 5-7 new providers. * Develop a child\teen program. * Integrate behavioral health services within primary care physician offices. * Improve coordination with community partners such as social services, schools, and county officials to extend the continuum of care. * Improve access to education in the community. Drug Addiction/Treatment: Goal: * Reduce substance abuse to protect the health, safety and quality of life for all. * Take a leadership role in education and data distribution. Measure: * Increase treatment capacity for inpatient and outpatient services. * Reduce overdoses in Northern Kentucky. * Reduce drug induced deaths. Strategies/Tactics: * Work with community partners to educate residents on the dangers of the use/addiction of heroin and prescription opioid painkillers. * Increase access to substance abuse treatment services, including Medication-Assisted Treatment (MAT), for opioid addiction. * Expand access to and training for administering naloxone to reduce opioid overdose deaths. * Help local jurisdictions to put these effective practices to work in communities where drug addiction is common, e.g., local detention centers. * Work collaboratively with community partners in the continuity of care and wraparound services. * Recruit additional addictionologists. * Develop support services for addicted mother and babies born with neonatal abstinence syndrome. Heart Disease: Goal: * To develop a Heart & Vascular Institute which encompasses a comprehensive integrated approach to the prevention, diagnosis and treatment of heart disease with a focus on research. Measure * Reduce heart-related deaths in Northern Kentucky by 25 percent by the end of 2025. * Work collaboratively with physicians, community stakeholders and industry to identify new treatments and technology through initiation of research activities. Strategies/Tactics: * Provide prevention and wellness services to the community with the goal of catching heart and vascular disease early or preventing it all together. * Support ongoing research for the community. * Implement strategies identified by St. Elizabeth Physicians. * Improve information received from EMS prior to arrival at the hospital. * Increase community education on heart attack symptoms, the importance of timely response to symptoms and the importance of calling 911. * Promote development of walkable and active communities. Community Healthcare Resources St. Elizabeth Healthcare has and will continue to work collaboratively with the various healthcare resources that are accessible to the residents of Northern Kentucky when applicable. 2017 Accomplishments towards the 2016-2018 Community Health Needs Assessment Plan Mental Health * Provided four community talks addressing separate mental illness topics. * Expanded the number or Medicine Assisted Therapy (MAT) providers to 6, including 3 MDs and 3 APPs. * Developed a telemedicine therapy project to service outlying St. Elizabeth Physician (SEP) medical practices. * With the coordination of the Behavioral Health providers and staff, redesigned the entire intake process to provide a seamless entry point for our patients and referral sources. * Partnered with SUN Behavioral Health and started building a new comprehensive behavioral health center for Northern Kentucky. Drug Addiction/Treatment * Expanded current services offered at SEP Addiction Medicine and Recovery Center to provide increased access to current services and expand new services. * Recruited 1.2 FTE more prescribers. * Developed a system of inpatient rounding providers at all three SEH hospitals. These providers will be able to provide services to addicted patients with existing medical conditions. * Developed an educational program providing guidance to physicians on new prescription guidelines. * Added a program to address the needs of pregnant women with SUD and their newborns called Baby Steps. * Distributed Narcan to first responders, including training on use. * Distributed Narcan to families of patients with overdoses. * Partnered with Northern Kentucky Counties to establish a Helpline. Heart Disease * Increased cardiovascular screening provided to 230 dates through the Cardiovascular Mobile Health Unit (CVMHU). * Increased individuals reached through prevention education by the CVMHU department to 1,563. * Increased participation in smoking cessation programs to 76 individuals. * Increased My Heart Rocks (MHR) programs for local elementary schools reaching 21 schools and 1,867 students. * Increased participation in the Take Time for your Heart (TTFYH) prevention and wellness class to 70 individuals. * Increase participation in the Women Take Heart program to 1,038 women. * Increased the number of active research studies to 18. * Decreased inpatient heart attack mortality to 3.8% by improving information received from EMS prior to arrival and increasing community education on heart attack symptoms/911. * Increased community education on hands only CPR reaching 3,636 individuals. 2018 ACCOMPLISHMENTS TOWARDS THE 2016-2018 COMMUNITY HEALTH NEEDS ASSESSMENT PLAN: HEART * Completed 226 screenings with the CardioVascular Mobile Health Unit (CVMHU) * Reached 4,219 individuals through education efforts from the CVMHU * Held 20 My Heart Rocks events in local schools * Reached 169 individuals through Take Time for Your Heart prevention & wellness classes * Evaluated 5 new Heart and Vascular research studies * Instructed 1,536 individuals in hands-only CPR * Maintained heart attack mortality rate of 2.0% which is below national avg of 5.96% SUD * Provided educational opportunities to interested parties on how they can develop, improve and implement a SUD service line by speaking at Beckers National Convention, Kentucky MGMA, Catholic Conference, and National Opioid Legation Summit * Implemented policy governing the prescribing and management of controlled substances * Added physicians, therapists, and a case manager to focus on patients with addiction * Implemented an Intensive Outpatient Program MENTAL HEALTH * Provided physician coverage for SUN Behavioral Health * Added Behavioral Health providers to PCP offices in Walton, Greendale, and Fort Thomas * Developed telemedicine therapy project to support Crestview Hills PCP office
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?27
Name and address Type of Facility (describe)
1 ST ELIZABETH HEALTHCARE - ORTHOPEDIC - EDGEWOOD
560 SOUTH LOOP DRIVE 2ND FLOOR
EDGEWOOD,KY41017 		ORTHOPEDIC
2 ST ELIZABETH HEALTHCARE - HOSPICE CENTER - EDGEWOOD
483 SOUTH LOOP DRIVE
EDGEWOOD,KY41017 		INPATIENT HOSPICE
3 ST ELIZABETH HEALTHCARE - SURGERY CENTER - EDGEWOOD
580 SOUTH LOOP ROAD
EDGEWOOD,KY41017 		AMBULATORY SURGERY CENTER
4 ST ELIZABETH HEALTHCARE - SURGERY CENTER - CRESTVIEW HILLS
2845 CHANCELLOR DRIVE
CRESTVIEW HILLS,KY41017 		AMBULATORY SURGERY CENTER
5 ST ELIZABETH HEALTHCARE - COVINGTON
1500 JAMES SIMPSON JR WAY
COVINGTON,KY41011 		AMBULATORY CARE CENTER
6 ST ELIZABETH HEALTHCARE - WOMEN'S CENTER
610 MEDICAL VILLAGE DR
EDGEWOOD,KY41017 		HEALTH SCREENING
7 ST ELIZABETH HEALTHCARE - BUSINESS HEALTH
4123 OLYMPIC BLVD
ERLANGER,KY41018 		BUSINESS HEALTH SERVICES
8 ST ELIZABETH HEALTHCARE - PHYSICAL THERAPY AND IMAGING - HEBRON
2200 CONNER ROAD
HEBRON,KY41048 		PHYSICAL THERAPY AND IMAGING CENTER
9 ST ELIZABETH HEALTHCARE - SPORTS MEDICINE - EDGEWOOD
830 THOMAS MORE PARKWAY SUITE 101
EDGEWOOD,KY41017 		SPORTS MEDICINE
10 ST ELIZABETH HEALTHCARE - PHYSICAL THERAPY AND IMAGING - ALEXANDRIA
7200 ALEXANDRIA PIKE
ALEXANDRIA,KY41001 		PHYSICAL THERAPY AND IMAGING CENTER
11 ST ELIZABETH HEALTHCARE - SPORTS MEDICINE - FLORENCE
10095 INVESTMENT WAY
FLORENCE,KY41042 		SPORTS MEDICINE
12 ST ELIZABETH HEALTHCARE - CARDIAC REHAB - EDGEWOOD
830 THOMAS MORE PARKWAY SUITE 102
EDGEWOOD,KY41017 		CARDIAC REHAB CENTER
13 BLUEGRASS DIALYSIS LLC
1500 JAMES SIMPSON JR WAY SUITE 302
COVINGTON,KY41011 		RENAL DIALYSIS
14 ST ELIZABETH HEALTHCARE - HIGHPOINT MED CANCER SUITE
606 Wilson Creek Rd
Lawrenceburg,IN47025 		INFUSION
15 ST ELIZABETH HEALTHCARE - PHYSICAL THERAPY AND SPORTS MEDICINE - WILDER
106 CROSSING DRIVE
WILDER,KY41076 		PHYSICAL THERAPY AND SPORTS MEDICINE
16 ST ELIZABETH HEALTHCARE - PHYSICAL THERAPY - GRANT COUNTY
300 BARNES ROAD
WILLIAMSTOWN,KY41097 		PHYSICAL THERAPY
17 ST ELIZABETH HEALTHCARE - OWENTON
120 PROGRESS WAY
Owenton,KY40359 		AMBULATORY CARE CENTER
18 ST ELIZABETH HEALTHCARE - HEART & VASCULAR - EDGEWOOD
900 MEDICAL VILLAGE DRIVE
EDGEWOOD,KY41017 		CARDIOLOGY DIAGNOSTIC TESTS
19 ST ELIZABETH HEALTHCARE - CARDIAC & THORACIC SURGERY - EDGEWOOD
20 MEDICAL VILLAGE DRIVE SUITE 105
EDGEWOOD,KY41017 		CARDIAC DIAGNOSTICS AND CATHETERIZATION
20 ST ELIZABETH HEALTHCARE - HEART & VASCULAR - CRESTVIEW HILLS
380 CENTRE VIEW BLVD
CRESTVIEW HILLS,KY41017 		CARDIOLOGY DIAGNOSTIC TESTS
21 ST ELIZABETH HEALTHCARE - HEART & VASCULAR - CRESTVIEW HILLS
350 THOMAS MORE PARKWAY SUITE 280
CRESTVIEW HILLS,KY41017 		CARDIOLOGY DIAGNOSTIC TESTS
22 ST ELIZABETH HEALTHCARE - PHYSICAL THERAPY - WALTON
1 SERVICE ROAD
WALTON,KY41094 		PHYSICAL THERAPY
23 ST ELIZABETH HEALTHCARE - INDEPENDENCE DIAGNOSTIC
135 COURTHOUSE CROSSING
INDEPENDENCE,KY41051 		PHYSICAL THERAPY
24 ST ELIZABETH HEALTHCARE - LABORATORY - FLORENCE
8726 US 42
FLORENCE,KY41042 		DIAGNOSTICS
25 ST ELIZABETH HEALTHCARE - HEART & VASCULAR - FLORENCE
7370 TURFWAY ROAD SUITE 109
FLORENCE,KY41042 		CARDIOLOGY DIAGNOSTIC TESTS
26 ST ELIZABETH HEALTHCARE - FALMOUTH (DONATED ON 5-1-18)
512 SOUTH MAPLE AVENUE
FALMOUTH,KY41040 		ALCOHOL AND DRUG TREATMENT CENTER
27 ST ELIZABETH HEALTHCARE - FAMILY PRACTICE CENTER - EDGEWOOD
413 SOUTH LOOP ROAD
EDGEWOOD,KY41017 		FAMILY MEDICINE
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Schedule H, Part I, Line 7g Subsidized Health Services ST. ELIZABETH HEALTHCARE'S COSTS, REFLECTED AS SUBSIDIZED HEALTH SERVICES, ARE BASED ON ACTUAL COSTS OR DIRECT AND INDIRECT COSTS. ST. ELIZABETH HEALTHCARE REPORTED THE FOLLOWING AS SUBSIDIZED HEALTH SERVICES: (I)FAMILY PRACTICE CENTER; (II)PARISH NURSING-HEALTH MINISTRIES; (III)ATHLETIC TRAINERS AT THE AREA HIGH SCHOOLS AND JUNIOR HIGH SCHOOLS; (IV)WOMEN'S AND CHILDREN'S SERVICES; AND (V)BEHAVIOR HEALTH SERVICES. NO PHYSICIAN OFFICES HAVE BEEN REPORTED ON LINE 7G.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance ST. ELIZABETH HEALTHCARE USED COST TO CHARGE RATIOS FOR DETERMINING COSTS RELATED TO FINANCIAL ASSISTANCE. ST. ELIZABETH HEALTHCARE USED THEIR COST ACCOUNTING SYSTEM TO DETERMINE COSTS RELATED TO UNREIMBURSED MEDICAID. ST. ELIZABETH USED THE ACTUAL COST, OR DIRECT AND INDIRECT COSTS, TO DETERMINE OTHER COSTS IN SECTION 7(G-I).
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 FOR, 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. THE BAD DEBT EXPENSE REPORTED ON PART III, LINE 2, IS THE BAD DEBT EXPENSE REPORTED ON FORM 990, PART IX, LINE 24B.
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 $3,900,791. 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. THEREFORE, 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 Patient accounts are reported at the net consideration in which St. Elizabeth Healthcare expects to be entitled to in exchange for providing patient care. The portfolio approach is used to determine the reduction to accounts receivables based upon the historical collection experience of St. Elizabeth Healthcare adjusted for current environmental risks and trends for each major payor source. Amounts recognized are subject to adjustment upon review by third-party payors. Significant price concessions are made for self-pay patient accounts in the period of service based on past collection experience and are reported at the net amount St. Elizabeth Healthcare expects to collect. St. Elizabeth Healthcare recognizes patient service revenue at the time in which performance obligations are satisfied. These amounts are due from patient, third-party payers, (including managed care and governmental programs), and others are subject to contractual adjustments, discounts and implicit price concessions. Patient service revenue is reported at the net consideration in which St. Elizabeth Healthcare expects to be entitled to in exchange for providing patient care. Settlements are recorded on an estimated basis in the period the related services are rendered and adjusted in future periods based upon additional information, filed cost reports, interim settlements, and final settlements. St. Elizabeth Healthcare recognizes patient service revenue at the time services are rendered even though they do not assess the patient's ability to pay. As a result, implicit price concessions are presented as a deduction from patient service revenue (net of contractual provisions and discounts). Amounts determined to qualify as charity care are not reported as patient service revenue. For uninsured and underinsured patients that do not qualify for charity care, St. Elizabeth Healthcare recognizes revenue when services are provided. 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 provided. Thus, St. Elizabeth Healthcare records significant implicit price concessions related to uninsured and underinsured patients in the period the services are provided.
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: https://www.stelizabeth.com/patients-visitors/financial-assistance-programs;
Schedule H, Part V, Section B, Line 16b FAP Application website A - ST. ELIZABETH FLORENCE: Line 16b URL: https://www.stelizabeth.com/patients-visitors/financial-assistance-programs;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - ST. ELIZABETH FLORENCE: Line 16c URL: https://www.stelizabeth.com/patients-visitors/financial-assistance-programs;
Schedule H, Part VI, Line 2 Needs assessment IN 2018, ST. ELIZABETH HEALTHCARE CONTINUED TO WORK WITH THE NORTHERN KENTUCKY HEROIN IMPACT TASK FORCE TO ADDRESS THE HEROIN EPIDEMIC, ALSO PROVIDING FINANCIAL SUPPORT FOR THE HEROIN HOTLINE. THIS INCLUDED PROVIDING DATA AND SUPPORT TO THE STATE OF KENTUCKY LEGISLATURE TO ENACT NEW LEGISLATION DIRECTED TOWARDS EXPANDING TREATMENT. IN ADDITION, ST. ELIZABETH HEALTHCARE DEVELOPED AN INTERNAL WORKGROUP FOCUSED ON ENHANCING PREVENTION AND PROVIDING TREATMENT FOR THE COMMUNITIES IT SERVES. IN 2018, ST. ELIZABETH HEALTHCARE COLLABORATED WITH PHYSICIANS AND THE NORTHERN KENTUCKY HEALTH DEPARTMENT TO ENSURE EMERGENCY PREPAREDNESS MEASURES WERE IN PLACE SHOULD ANY MEMBER OF THE COMMUNITY (PATIENT, RESIDENT, AND/OR VISITOR) EXHIBIT SYMPTOMS OF EBOLA. PREPAREDNESS MEASURES INCLUDED (I) FOLLOWING PROTOCOLS FOR REVIEWING ST. ELIZABETH HEALTHCARE'S INFECTION CONTROL POLICIES AND PROCEDURES, (II) PROVIDING PERSONAL PROTECTIVE EQUIPMENT, AND (III) PROVIDING TRAINING AND EDUCATION TO STAFF MEMBERS, WHICH INCLUDED CONSTRUCTING A SIMULATION ROOM FOR TRAINING EXERCISES AND A SPECIALIZED EBOLA RESPONSE TEAM WAS ORGANIZED. IN 2018, ST. ELIZABETH HEALTHCARE CONTINUED TO SUPPORT A PERTUSSIS COCOONING PROJECT TO HELP PREVENT THE DEADLY EFFECTS OF INFANT PERTUSSIS BY SURROUNDING INFANTS WITH A PROTECTIVE "COCOON" AND IMMUNIZED MOTHERS, FAMILY MEMBERS, AND CAREGIVERS. PERTUSSIS, ALSO KNOWN AS WHOOPING COUGH, IS A HIGHLY CONTAGIOUS RESPIRATORY DISEASE CAUSED BY THE BORDETELLA PERTUSSIS BACTERIUM. WHOOPING COUGH IS KNOWN FOR CONTROLLABLE, VIOLENT COUGHING WHICH OFTEN MAKES IT HARD FOR INFANTS TO BREATHE. IN 2018, ST. ELIZABETH HEALTHCARE CONTINUED TO PROVIDE THE PATIENT AND FAMILY ADVISORY COUNCIL (PAFAC), WHICH MEETS EVERY TWO (2) MONTHS TO IDENTIFY NEEDS OF THE COMMUNITY BASED ON THE FEEDBACK OBTAINED FROM OUR PATIENTS AND FAMILY MEMBERS. CONTINUOUSLY, ST. ELIZABETH EVALUATES DATA FROM SOURCES SUCH AS OUR PATIENT SATISFACTION AND COMMUNITY HEALTH SURVEYS TO IDENTIFY THE NEEDS OF OUR COMMUNITY FOR THE PEOPLE WE SERVE.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance 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 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. 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."
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, AND ROBERTSON, ALSO HAMILTON COUNTY IN SOUTHERN OHIO; AND DEARBORN COUNTY IN SOUTHERN INDIANA. THESE SERVICE AREAS INCLUDE URBAN, SUBURBAN, AND RURAL AREAS. THE TOTAL POPULATION OF THE SERVICE AREAS IS OVER 500,000. ST. ELIZABETH HEALTHCARE'S PRIMARY SERVICE AREAS DURING 2018 WAS DETERMINED BY IDENTIFYING WHERE 90% OF ITS PATIENT POPULATION ORIGINATES. THIS APPROACH ENSURES THAT THE ASSESSMENT WAS NOT LIMITED TO CERTAIN GEOGRAPHIC AREAS BUT INCLUDED THE MAJORITY OF THE POPULATION SERVED. THE DATA REVEALED THAT 92.8% OF THE PATIENT POPULATION RESIDES IN THE COUNTIES THAT MAKE UP THE NORTHERN KENTUCKY AREA DEVELOPMENT DISTRICT (NKADD). THE NKADD ENCOMPASSES THE COUNTIES OF BOONE, CAMPBELL, CARROLL, GALLATIN, GRANT, KENTON, OWEN AND PENDLETON, AND REPRESENTS OVER 454,782 RESIDENTS. ALL HOSPITALS IN THE ST. ELIZABETH HEALTHCARE SYSTEM ARE LOCATED IN THIS REGION. THE PRIMARY SERVICE AREAS ARE PREDOMINANTLY WHITE WITH AN INCREASE IN AFRICAN-AMERICAN AND HISPANIC ORIGINS MOVING INTO THE AREA. POPULATION BY ORIGIN: 89.8% WHITE, 3.41% BLACK, 3.31% HISPANIC, 1.46% ASIAN, 2.02% OTHER. POPULATION BY AGE: 0-19; 27.05%; 20 - 64; 59.87%; 65+; 13.08% (SOURCE: ANNUAL COUNTY RESIDENT POPULATION ESTIMATES BY AGE, SEX, RACE, AND HISPANIC ORIGIN: APRIL 1, 2010 TO JULY 1, 2015. POPULATION DIVISION, U.S. CENSUS BUREAU. UPDATED: JUNE 23. 2016). PERSONS BELOW POVERTY LEVEL IN NKY, PERCENT 2009-2013 ALL AGES: 17.01% DUE TO THE ENACTMENT OF THE AFFORDABLE CARE ACT, IT IS ESTIMATED THAT APPROXIMATELY 26.0% OF THE NORTHERN KENTUCKY POPULATION REMAINS UNINSURED . 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. HEALTHSOUTH REHABILITATION HOSPITAL IN KENTON COUNTY, 5. MEADOWVIEW REGIONAL MEDICAL CENTER IN MASON COUNTY, AND 6. SUN BEHAVORIAL HEALTH IN ERLANGER. THERE IS ONE (1) HOSPITAL THAT SERVES THE SOUTHERN INDIANA COMMUNITY - DEARBORN COUNTY HOSPITAL IN DEARBORN 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 IS 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) ENCOURAGING AND SUPPORTING STAFF TO PARTICIPATE ON VARIOUS COMMUNITY BOARDS/ACTIVITIES THAT SUPPORT AND/OR DEVELOP PROGRAMS THAT ADDRESS COMMUNITY HEALTH NEEDS AND WORKFORCE DEVELOPMENT. 2) 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. 3) THROUGH ITS PRIMEWISE SENIOR SERVICES FOR AGE 50+ PERSONS, ST. ELIZABETH HEALTHCARE SUBSIDIZES COURSE OFFERINGS TO SENIOR CITIZENS INCLUDING DRIVER'S SAFETY, LOW IMPACT EXERCISE, COMPUTER SKILLS, MEDICATION REVIEW AND HEALTH SCREENINGS, ALONG WITH PROVIDING LITERATURE PERTINENT TO THIS AGE GROUP. 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) PERIODICALLY, ST. ELIZABETH HEALTHCARE WILL PARTNER 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 2018 ARE AS FOLLOWS: A) ST. ELIZABETH HEALTHCARE CONTINUES TO PARTNER WITH THE MAYO CLINIC CARE NETWORK TO ENHANCE THE QUALITY OF CARE AND IMPROVE THE ACCESS FOR THE PEOPLE WE SERVE TO THE MAYO CLINIC'S SPECIALISTS AND PROTOCOLS. B) ST. ELIZABETH HEALTHCARE PROVIDED OUTREACH TO THE COMMUNITIES THROUGH THE MOBILE MAMMOGRAPHY AND MOBILE HEART PROGRAMS. C) ST. ELIZABETH HEALTHCARE PROVIDED COHORT EDUCATIONAL PROGRAMS WITH THE NORTHERN KENTUCKY UNIVERSITY (NKU), THOMAS MORE COLLEGE (TMC), AND MT. SAINT JOSEPH UNIVERSITY (MSJU) TO PROVIDE FOR CONTINUING AND/OR ADDITIONAL EDUCATION FOR OUR STAFF. D) THE CONTINUED FINANCIAL ASSISTANCE AND SUPPORT FOR THE FAMILY PRACTICE RESIDENCY PROGRAM WHICH IS COMPRISED OF TWENTY-FOUR (24) FAMILY PRACTICE RESIDENTS WHO LIVE AND STAY IN THE COMMUNITY TO IMPROVE AND ENHANCE THE ACCESS TO PRIMARY CARE FOR THE PEOPLE WE SERVE. E) ST. ELIZABETH HEALTHCARE CONTINUES FINANCIAL SUPPORT FOR OUR PARISH NURSING PROGRAM WHICH PROVIDES OUTREACH, EDUCATION, AND PREVENTION INFORMATION TO OVER EIGHTY-ONE (81) CHURCHES AND NINE (9) COMMUNITY SITES. F) ST. ELIZABETH HEALTHCARE CONTINUES FINANCIAL SUPPORT FOR PREVENTION AND INJURY TREATMENT FOR ATHLETES ATTENDING SCHOOLS IN OUR COMMUNITIES. G) 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. H) 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 CO-MORBIDITIES.
Schedule H, Part VI, Line 6 Affiliated health care system ST. ELIZABETH HEALTHCARE IS A SYSTEM THAT FEATURES FOUR (4) FACILITIES THROUGHOUT NORTHERN KENTUCKY WHICH ARE: (I) ST. ELIZABETH - EDGEWOOD; (II) ST. ELIZABETH - FLORENCE; (III) ST. ELIZABETH - FORT THOMAS; AND; (IV) ST. ELIZABETH - GRANT 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 ALMOST 1,100 LICENSED BEDS, APPROXIMATELY 8,900 EMPLOYEES , 1,300 PHYSICIAN PROVIDERS AND A WHOLLY OWNED PHYSICIAN ORGANIZATION (SEP) WHICH INCLUDES OVER 108 PRIMARY CARE AND SPECIALTY OFFICE LOCATIONS. ST. ELIZABETH HEALTHCARE IS SPONSORED BY THE DIOCESE OF COVINGTON.
Schedule H, Part VI, Line 7 State filing of community benefit report KY
Schedule H (Form 990) 2018
Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number
61-0445850
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) CINCINNATI REDS COMMUNITY FUND
100 JOE NUXHALL WAY
GREAT AMERICAN BALL PARK
CINCINNATI,OH452024109 		31-1002055 501(c)(3) 250,000       Program Support
(2) THE CINCINNATI REDS LLC
100 JOE NUXHALL WAY
GREAT AMERICAN BALL PARK
CINCINNATI,OH452024109 		31-1002055   60,342       Program Support
(3) SLAM DUNK SPORTS MARKETING
1012 N UNIVERSITY BLVD
MIDDLETOWN,OH45042 		86-1101514   155,217       Program Support
(4) POINTARC OF NORTHERN KENTUCKY INC
104 W PIKE ST
COVINGTON,KY41011 		23-7259409 501(c)(3) 25,000       Program Support
(5) SPECIAL OLYMPICS KY INC
105 LAKEVIEW CT
FRANKFORT,KY40601 		61-0954571 501(c)(3) 5,500       Program Support
(6) KENTON COUNTY BOARD OF EDUCATION
1055 EATON DR
FT WRIGHT,KY41017 		61-6001301 Kenton County 61,500       Program Support
(7) MARCH OF DIMES INC
10806 KENWOOD RD
CINCINNATI,OH45242 		13-1846366 501(c)(3) 20,000       Program Support
(8) NEW DAY RANCH INC
10830 BIG BONE CHURCH RD
UNION,KY41091 		27-4722366 501(c)(3) 5,417       Program Support
(9) ROMAN CATHOLIC DIOCESE OF COVINGTON
1125 MADISON AVE
COVINGTON,KY41011 		61-0458380 501(c)(3) 414,558       Program Support
(10) NEWPORT CENTRAL CATHOLIC HIGH SCHOOL
13 CAROTHERS RD
NEWPORT,KY41071 		61-0447243 501(c)(3) 10,250       Program Support
(11) HEALTHPOINT FAMILY CARE INC
1401 MADISON AVE
COVINGTON,KY41011 		61-0729915 501(c)(3) 5,000       Program Support
(12) NATIONAL COMPASSION FUND
1450 DUKE ST
ALEXANDRIA,VA22314 		83-0924922 501(c)(3) 53,000       Program Support
(13) KENTUCKY CENTER FOR PUBLIC SERVICE
644 BRADDOCK CT
EDGEWOOD,KY41017 		46-3464828 501(c)(3) 15,000       Program Support
(14) NOTRE DAME ACADEMY
1699 HILTON DR
PARK HILLS,KY41011 		61-0476695 501(c)(3) 5,250       Program Support
(15) BLUEGRASS BUCKEYE CHARITY CLASSIC INC
1727 TUXWORTH AVE
CINCINNATI,OH452384014 		45-4194109 501(c)(3) 20,000       Program Support
(16) FINITURA INC
1801 AIRPORT RD STE A
WAUKESHA,WI53188 		47-1878675 501(c)(3) 7,646       Program Support
(17) CHILDREN'S HOME OF NORTHERN KENTUCKY INC
200 HOME RD
COVINGTON,KY41011 		23-7068704 501(c)(3) 401,750       Program Support
(18) WELCOME HOUSE OF NORTHERN KENTUCKY INC
205 PIKE ST
COVINGTON,KY41011 		61-1020382 501(c)(3) 53,000       Program Support
(19) SUPT OF SCHOOLS OF BELLEVUE
219 CENTER ST
BELLEVUE,KY41073 		61-6001387 Bellevue 12,600       Program Support
(20) SUPT OF SCHOOLS
219 CENTER ST
BELLEVUE,KY41073 		61-6001387 Bellevue 10,100       Program Support
(21) NORTHERN KENTUCKY AREA DEVELOPMENT
22 SPIRAL DR
FLORENCE,KY41042 		61-0719369 Florence 35,000       Program Support
(22) STEPHEN SILLER TUNNEL TO TOWERS FDN
2361 HYLAN BLVD
STATEN ISLAND,NY10306 		20-0554654 501(c)(3) 5,000       Program Support
(23) HISPANIC CHAMBER CINCINNATI USA
2637 ERIE AVE STE 206
CINTI,OH45208 		31-1458839 501(c)(3) 5,000       Program Support
(24) ADVENTURE CREW
2692 MADISON RD
STE N1-414
CINCINNATI,OH45208 		47-4230979 501(c)(3) 10,000       Program Support
(25) COOPER HIGH SCHOOL
2855 LONGBRANCH RD
UNION,KY41091 		61-6001252 Union 10,500       Program Support
(26) REDI CINCINNATI LLC
3 E 4TH ST
CINCINNATI,OH45202 		47-2090230   10,000       Program Support
(27) CINCINNATI USA REGIONAL CHAMBER
3 E 4TH ST STE 200
CINTI,OH45202 		31-0239310 501(c)(3) 25,000       Program Support
(28) NEWPORT INDEPENDENT SCHOOLS
30 W 8TH ST
NEWPORT,KY41071 		61-3001336 Newport 10,000       Program Support
(29) THOMAS MORE UNIVERSITY INC
333 THOMAS MORE PARKWAY
CRESTVIEW HILLS,KY41017 		61-0448560 501(c)(3) 560,310       Program Support
(30) ZOOLOGICAL SOCIETY OF CINCINNATI
3400 VINE ST
CINCINNATI,OH45220 		31-0537171 501(c)(3) 7,000       Program Support
(31) WOMEN'S CRISIS CENTER INC
3580 HARGRAVE DR
HEBRON,KY41048 		61-0908752 501(c)(3) 10,500       Program Support
(32) HOLY CROSS HIGH SCHOOL
3617 CHURCH ST
COVINGTON,KY41015 		62-1577563 501(c)(3) 10,460       Program Support
(33) CATHOLIC CHARITIES DIOCESE OF COVINGTON
3629 CHURCH ST
COVINGTON,KY41015 		61-0461728 501(c)(3) 10,300       Program Support
(34) ST HENRY DISTRICT HIGH SCHOOL
3755 SCHEBEN DR
ERLANGER,KY41018 		61-0458380 501(c)(3) 10,000       Program Support
(35) AMERICAN CANCER SOCIETY INC
402 COOMER ST
SOMERSET,KY42503 		13-1788491 501(c)(3) 30,200       Program Support
(36) THE LEUKEMIA & LYMPHOMA SOCIETY INC
4370 GLENDALE-MILFORD RD
CINCINNATI,OH45242 		13-5644916 501(c)(3) 5,000       Program Support
(37) NORTHERN KY FOOTBALL COACHES ASSOCIATION
458 GENERAL DR
FT WRIGHT,KY41011 		61-1106788 501(c)(3) 15,000       Program Support
(38) ARTHRITIS FOUNDATION INC
4665 CORNELL RD STE 109
CINCINNATI,OH45241 		58-1341679 501(c)(3) 35,000       Program Support
(39) NORTHERN KENTUCKY REGIONAL ALLIANCE INC
50 E RIVERCENTER BLVD
COVINGTON,KY41011 		31-1489316 501(c)(3) 75,000       Program Support
(40) CATALYTIC DEVELOPMENT FUNDING CORP OF NKY
50 E RIVERCENTER BLVD
SUITE 429
COVINGTON,KY41011 		26-3389252 501(c)(3) 25,000       Program Support
(41) COVINGTON BUSINESS COUNCIL
50 E RIVERCENTER BLVD SUITE 160
COVINGTON,KY41011 		31-0963057 501(c)(3) 24,500       Program Support
(42) BB&T ARENA AT NORTHERN KY UNIVERSITY
500 NUNN DR
HIGHLAND HEIGHTS,KY41099 		23-2511871 Northern Kentucky 75,000       Program Support
(43) GATEWAY COMMUNITY AND TECHNICAL
500 TECHNOLOGY WAY
FLORENCE,KY41042 		61-1239550 Florence 15,000       Program Support
(44) AMERICAN HEART ASSOCIATION INC
5211 MADSION AVE
CINCINNATI,OH45227 		13-5613797 501(c)(3) 410,000       Program Support
(45) LUDLOW BOARD OF EDUCATION
525 ELM ST
LUDLOW,KY41016 		61-6001318 Ludlow 10,500       Program Support
(46) NATIONAL FOOTBALL LEAGUE ALUMNI INC
5725 WHITE BIRCH LN
LIBERTY TOWNSHIP,OH45044 		59-1782262 501(c)(3) 30,000       Program Support
(47) THE HEALTH COLLABORATIVE
615 ELSINORE PL STE 500
CINCINNATI,OH45202 		31-1449807 501(c)(3) 5,000       Program Support
(48) HONOR RUN FOUNDATION
6297 REMINGTON COVE
BURLINGTON,KY41005 		46-5547770 501(c)(3) 20,000       Program Support
(49) COVINGTON LADIES HOME
702 GARRARD ST
COVINGTON,KY41011 		61-0461759 501(c)(3) 13,000       Program Support
(50) NORTHERN KENTUCKY EDUCATION COUNCIL
7310 TURFWAY RD STE 115
FLORENCE,KY41042 		20-3105862 501(c)(3) 21,000       Program Support
(51) BRAIN INJURY ALLIANCE OF KENTUCKY
7321 NEW LAGRANGE RD
STE 100
LOUISVILLE,KY402224871 		61-1128496 501(c)(3) 100,000       Program Support
(52) FAMILY NURTURING CENTER OF KENTUCKY
8275 EWING BLVD
FLORENCE,KY41042 		31-1011326 501(c)(3) 11,500       Program Support
(53) CONNER HIGH SCHOOL
8330 US HWY 42
FLORENCE,KY41042 		61-6001252 Florence 10,420       Program Support
(54) BOONE COUNTY BOARD OF EDUCATION
99 CENTER STREET
FLORENCE,KY41042 		61-6001252 Boone County 22,419       Program Support
(55) PRICHARD COMMITTEE FOR ACADEMIC
EXCELLENCE 271 W SHORT ST
LEXINGTON,KY40507 		61-1026214 501(c)(3) 10,000       Program Support
(56) HORIZON COMMUNITY FUNDS OF NORTHERN
KENTUCKY INC 50 E RIVERCENTER BLVD
STE 434
COVINGTON,KY41011 		82-1388190 501(c)(3) 10,500       Program Support
(57) NORTHERN KENTUCKY UNIVERSITY
NUNN DR HC206
COLLEGE OF HEALTH PROFESSIONS
HIGHLAND HEIGHTS,KY41099 		61-1010545 Northern Kentucky 229,437       Program Support
(58) NEW PERCEPTIONS INC
ONE SPERTI DR
EDGEWOOD,KY41017 		61-0705047 501(c)(3) 6,000       Program Support
(59) NORTHERN KENTUCKY CHAMBER OF COMMERCE
PO BOX 17416
FT MITCHELL,KY41017 		61-0679408 501(c)(3) 148,539       Program Support
(60) NORTHERN KY CHAMBER OF COMMERCE FDN INC
PO BOX 17416
FT MITCHELL,KY41017 		61-0679408 501(c)(3) 50,000       Program Support
(61) NORTHERN KENTUCKY OHIO VOLLEYBALL CLUB
PO BOX 188071
ERLANGER,KY41018 		14-1858651 501(c)(3) 10,000       Program Support
(62) KENTUCKY HOSPITAL ASSOCIATION
PO BOX 24163
LOUISVILLE,KY402240163 		61-0574577 501(c)(4) 25,844       Program Support
(63) BRIGHTON CENTER INC
PO BOX 325
NEWPORT,KY41072 		61-0673886 501(c)(3) 11,406       Program Support
(64) EMERGENCY SHELTER OF NORTHERN KENTUCKY
PO BOX 332
COVINGTON,KY41012 		26-0851019 501(c)(3) 20,300       Program Support
(65) BOY SCOUTS OF AMERICA-COUNCIL 438
PO BOX 36273
LOUISVILLE,KY40233 		61-6034017 501(c)(3) 110,000       Program Support
(66) CANCER SUPPORT COMMUNITY
PO BOX 4061
LOUISVILLE,KY40204 		31-1287785 501(c)(3) 15,000       Program Support
(67) PARTNERS FOR MEDICAL RELIEF
PO BOX 43254
CINCINNATI,OH45243 		82-1748297 501(c)(3) 12,300       Program Support
(68) FITNESS FOR LIFE AROUND GRANT COUNTY
PO BOX 518
WILLIAMSTON,KY41097 		20-2576615 501(c)(3) 10,250       Program Support
(69) HEALTH MINISTRIES ASSOCIATION INC
PO BOX 60042
DAYTON,OH45406 		42-1351520 501(c)(3) 6,298       Program Support
(70) CINCINNATI INSTITUTE OF FINE ARTS
PO BOX 630561
CINCINNATI,OH452630561 		31-0537138 501(c)(3) 10,000       Program Support
(71) RENEWPORT INC
PO BOX 72366
NEWPORT,KY41072 		81-2051757 501(c)(3) 60,000       Program Support
(72) FORT THOMAS EDUCATION FOUNDATION
PO BOX 75090
FT THOMAS,KY41075 		61-1393646 Fort Thomas 35,000       Program Support
(73) NKYHATESHEROINCOMINC
PO BOX 75273
FT THOMAS,KY41075 		46-4779369 501(c)(3) 5,000       Program Support
(74) PADDLING FOR CANCER AWARENESS
PO BOX 76213
HIGHLAND HEIGHTS,KY41076 		26-3552805 501(c)(3) 10,000       Program Support
(75) KENTUCKY SCIENCE AND TECHNOLOGY
PO BOX 1049
LEXINGTON,KY405881049 		61-1135362 501(c)(3) 10,000       Program Support
(76) LIFE LEARNING CENTER
20 W 18TH ST
COVINGTON,KY41011 		20-3454261 501(c)(3) 10,000       Program Support
(77) NORTHERN KENTUCKY INDEPENDENT
HEALTH DEPARTMENT
610 MEDICAL VILLAGE DR
EDGEWOOD,KY41017 		61-1008505 Northern Kentucky 8,300       Program Support
(78) NORTHERN KENTUCKY INDEPENDENT DISTRICT
HEALTH DEPARTMENT
610 MEDICAL VILLAGE DR
EDGEWOOD,KY41017 		61-1008505 Northern Kentucky 6,700       Program Support
(79) GRANT COUNTY BOARD OF EDUCATION
820 ARNIE RISEN BLVD
WILLIAMSTOWN,KY41097 		61-6001380 Grant County 6,250       Program Support
(80) CARMEL MANOR INC
100 CARMEL MANOR RD
FT THOMAS,KY41075 		61-0523290 501(c)(3) 5,494       Program Support
(81) CITY OF FORT THOMAS
130 N FT THOMAS AVE
FT THOMAS,KY41075 		61-6001825 Fort Thomas 5,000       Program Support
(82) GREATER CINCINNATI FOUNDATION
200 W 4TH ST
CINCINNATI,OH45202 		31-0669700 501(c)(3) 5,000       Program Support
(83) HIGHLANDS SOCCER CLUB INC
PO BOX 75311
FT THOMAS,KY41075 		45-4110460 501(c)(3) 5,000       Program Support
(84) KAREN WELLINGTON MEMORIAL FOUNDATION
FOR LIVING WITH BREAST CANCER
PO BOX 6464
CINTI,OH45201 		26-3768567 501(c)(3) 5,000       Program Support
(85) THE CARNEGIE VISUAL AND PERFORMING
1028 SCOTT BLVD
COVINGTON,KY41011 		61-0897319 501(c)(3) 5,000       Program Support
(86) HEALTHCARE ADVOCATES OF NORTHERN KENTUCKY INC
1 MEDICAL VILLAGE DRIVE
EDGEWOOD,KY41017 		83-2875231 501(C)(4) 354,221       PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
81
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
5
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
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.
Schedule I (Form 990) 2018



Additional Data


Software ID: 18007697
Software Version: 2018v3.1


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number

61-0445850
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1GARREN COLVIN
 
PRESIDENT/CEO 		(i)

(ii)		 949,135
-------------
0 		263,530
-------------
0 		2,622
-------------
0 		18,500
-------------
0 		33,235
-------------
0 		1,267,022
-------------
0 		0
-------------
0
2ROBERT BAKER MD
 
PHYSICIAN / DIRECTOR 		(i)

(ii)		 0
-------------
139,466 		0
-------------
29,550 		0
-------------
5,584 		0
-------------
23,900 		0
-------------
25,050 		0
-------------
223,550 		0
-------------
0
3DOUG FLORA MD
 
TRUSTEE 		(i)

(ii)		 0
-------------
737,233 		0
-------------
45,242 		0
-------------
1,710 		0
-------------
23,900 		0
-------------
32,663 		0
-------------
840,748 		0
-------------
0
4HEIDI MURLEY MD
 
TRUSTEE 		(i)

(ii)		 0
-------------
476,653 		0
-------------
44,942 		0
-------------
2,355 		0
-------------
5,400 		0
-------------
31,781 		0
-------------
561,131 		0
-------------
0
5GARY BLANK
 
EXECUTIVE VP & COO, CNE 		(i)

(ii)		 595,012
-------------
0 		53,725
-------------
0 		4,902
-------------
0 		8,661
-------------
0 		15,902
-------------
0 		678,202
-------------
0 		0
-------------
0
6LISA FREY
 
VP LEGAL SERVICES/GENERAL COUNSEL/CORPORATE SECRETARY 		(i)

(ii)		 343,563
-------------
0 		17,960
-------------
0 		1,745
-------------
0 		18,500
-------------
0 		12,884
-------------
0 		394,651
-------------
0 		0
-------------
0
7LAROY KENDALL
 
VP Medical Services, CMO 		(i)

(ii)		 383,669
-------------
0 		84,635
-------------
0 		3,696
-------------
0 		23,900
-------------
0 		25,383
-------------
0 		521,282
-------------
0 		0
-------------
0
8ROBERT PRICHARD MD
 
Chief Clinical Integration Officer, SEP President & CEO 		(i)

(ii)		 681,397
-------------
0 		178,945
-------------
0 		4,902
-------------
0 		18,500
-------------
0 		26,837
-------------
0 		910,581
-------------
0 		0
-------------
0
9LORI RITCHEY-BALDWIN
 
Senior Vice President/CFO/Treasurer 		(i)

(ii)		 553,925
-------------
0 		145,209
-------------
0 		4,902
-------------
0 		23,900
-------------
0 		33,785
-------------
0 		761,721
-------------
0 		0
-------------
0
10MARTIN OSCADAL
 
FORMER SVP HUMAN RESOURCES 		(i)

(ii)		 346,200
-------------
0 		34,110
-------------
0 		10,660
-------------
0 		18,500
-------------
0 		24,332
-------------
0 		433,802
-------------
0 		0
-------------
0
11BENITA ANDERSON
 
VP Nursing - Florence/Ft. Thomas 		(i)

(ii)		 266,533
-------------
0 		35,679
-------------
0 		3,834
-------------
0 		18,500
-------------
0 		17,092
-------------
0 		341,639
-------------
0 		0
-------------
0
12WILLIAM BANKS
 
VP MANAGED CARE 		(i)

(ii)		 322,758
-------------
0 		58,471
-------------
0 		30,473
-------------
0 		18,500
-------------
0 		30,199
-------------
0 		460,401
-------------
0 		0
-------------
0
13JACOB BAST
 
SEP COO / SECRETARY 		(i)

(ii)		 401,508
-------------
0 		47,889
-------------
0 		1,362
-------------
0 		5,400
-------------
0 		27,816
-------------
0 		483,974
-------------
0 		0
-------------
0
14JOSEPH BOZZELLI
 
VP MISSION SVCS & PASTORAL CARE 		(i)

(ii)		 181,248
-------------
0 		24,343
-------------
0 		2,513
-------------
0 		12,985
-------------
0 		13,125
-------------
0 		234,214
-------------
0 		0
-------------
0
15CHRISTOPER CARLE
 
PRESIDENT & CEO SEPN 		(i)

(ii)		 372,435
-------------
0 		82,490
-------------
0 		3,599
-------------
0 		18,500
-------------
0 		14,640
-------------
0 		491,664
-------------
0 		0
-------------
0
16CARRI CHANDLER
 
VP - FOUNDATION 		(i)

(ii)		 233,130
-------------
0 		29,502
-------------
0 		753
-------------
0 		4,338
-------------
0 		24,109
-------------
0 		291,832
-------------
0 		0
-------------
0
17PAMELA DEETER
 
VP FINANCE 		(i)

(ii)		 278,742
-------------
0 		49,836
-------------
0 		1,407
-------------
0 		23,900
-------------
0 		13,121
-------------
0 		367,006
-------------
0 		0
-------------
0
18BRUNO GIACOMUZZI
 
COO Flo FT Cov & SVP Prof Svcs 		(i)

(ii)		 333,074
-------------
0 		85,433
-------------
0 		3,732
-------------
0 		23,828
-------------
0 		24,115
-------------
0 		470,182
-------------
0 		0
-------------
0
19SARAH GIOLANDO
 
SVP/CHIEF STRATEGY OFFICER 		(i)

(ii)		 395,436
-------------
0 		87,190
-------------
0 		2,040
-------------
0 		5,400
-------------
0 		29,109
-------------
0 		519,175
-------------
0 		0
-------------
0
20VERA HALL
 
SVP System CNE 		(i)

(ii)		 314,251
-------------
0 		17,475
-------------
0 		1,044
-------------
0 		17,567
-------------
0 		30,617
-------------
0 		380,955
-------------
0 		0
-------------
0
21ANTHONY HELTON
 
VP Revenue Cycle 		(i)

(ii)		 226,817
-------------
0 		41,767
-------------
0 		2,164
-------------
0 		5,400
-------------
0 		33,023
-------------
0 		309,171
-------------
0 		0
-------------
0
22BRUCE HENLEY
 
SEP CFO / TREASURER 		(i)

(ii)		 281,922
-------------
0 		30,276
-------------
0 		4,832
-------------
0 		23,475
-------------
0 		26,883
-------------
0 		367,388
-------------
0 		0
-------------
0
23MATTHEW HOLLENKAMP
 
VP MARKETING AND CONSUMER RELATIONS 		(i)

(ii)		 197,968
-------------
0 		33,845
-------------
0 		421
-------------
0 		4,181
-------------
0 		28,683
-------------
0 		265,098
-------------
0 		0
-------------
0
24JAMES HORN
 
VP/CHIEF QUALITY OFFICER/ PHYSICIAN 		(i)

(ii)		 348,362
-------------
0 		27,016
-------------
0 		788
-------------
0 		5,400
-------------
0 		31,540
-------------
0 		413,105
-------------
0 		0
-------------
0
25KATHY LYNN JENNINGS
 
VP PATIENT CARE/ONCOLOGY 		(i)

(ii)		 213,732
-------------
0 		28,149
-------------
0 		1,968
-------------
0 		7,880
-------------
0 		27,325
-------------
0 		279,054
-------------
0 		0
-------------
0
26JAMES McCARVILLE
 
VP - QUALITY 		(i)

(ii)		 212,311
-------------
0 		27,766
-------------
0 		1,974
-------------
0 		4,514
-------------
0 		28,948
-------------
0 		275,514
-------------
0 		0
-------------
0
27SUSAN MCDONALD
 
VP Nursing - Edgewood 		(i)

(ii)		 278,322
-------------
0 		37,432
-------------
0 		4,045
-------------
0 		23,900
-------------
0 		13,080
-------------
0 		356,779
-------------
0 		0
-------------
0
28JOHN MITCHELL
 
SVP - COO FT. THOMAS 		(i)

(ii)		 231,743
-------------
0 		33,319
-------------
0 		1,265
-------------
0 		18,500
-------------
0 		12,266
-------------
0 		297,092
-------------
0 		0
-------------
0
29ROSANNA NIELDS
 
VP PLANNING & GOVT RELATIONS 		(i)

(ii)		 195,408
-------------
0 		34,794
-------------
0 		1,776
-------------
0 		0
-------------
0 		24,916
-------------
0 		256,894
-------------
0 		0
-------------
0
30JAMES PARSONS
 
SVP HUMAN RESOURCES 		(i)

(ii)		 196,222
-------------
0 		0
-------------
0 		430
-------------
0 		0
-------------
0 		7,275
-------------
0 		203,927
-------------
0 		0
-------------
0
31ALEXANDER RODRIGUEZ
 
VP CIO 		(i)

(ii)		 389,165
-------------
0 		70,428
-------------
0 		3,821
-------------
0 		0
-------------
0 		31,769
-------------
0 		495,183
-------------
0 		0
-------------
0
32HARRY WATSON
 
Sr. VP Facilities 		(i)

(ii)		 275,342
-------------
0 		59,945
-------------
0 		3,924
-------------
0 		10,179
-------------
0 		3,718
-------------
0 		353,107
-------------
0 		0
-------------
0
33JASON WESSEL
 
VP OF PROFESSIONAL SERVICES 		(i)

(ii)		 198,471
-------------
0 		19,777
-------------
0 		653
-------------
0 		4,274
-------------
0 		29,881
-------------
0 		253,056
-------------
0 		0
-------------
0
34DARRYL DIAS MD
 
PHYSICIAN 		(i)

(ii)		 1,079,380
-------------
0 		86,356
-------------
0 		2,622
-------------
0 		23,900
-------------
0 		33,319
-------------
0 		1,225,578
-------------
0 		0
-------------
0
35JEROME SCHUTZMAN MD
 
PHYSICIAN 		(i)

(ii)		 1,297,073
-------------
0 		82,172
-------------
0 		4,902
-------------
0 		23,900
-------------
0 		34,292
-------------
0 		1,442,339
-------------
0 		0
-------------
0
36MOHAMAD SINNO MD
 
PHYSICIAN 		(i)

(ii)		 883,095
-------------
0 		102,790
-------------
0 		1,140
-------------
0 		23,900
-------------
0 		33,105
-------------
0 		1,044,030
-------------
0 		0
-------------
0
37JON HAYS MD
 
PHYSICIAN 		(i)

(ii)		 959,069
-------------
0 		92,790
-------------
0 		1,710
-------------
0 		23,900
-------------
0 		32,367
-------------
0 		1,109,837
-------------
0 		0
-------------
0
38JEFFREY REICHARD MD
 
PHYSICIAN 		(i)

(ii)		 871,511
-------------
0 		141,540
-------------
0 		2,622
-------------
0 		23,900
-------------
0 		35,543
-------------
0 		1,075,116
-------------
0 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a Travel for companions THIS IS PROVIDED TO BOARD MEMBERS AND OFFICERS. BOARD RETREAT COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION
Schedule J, Part I, Line 1a Housing allowance or residence for personal use WILLIAM BANKS IS PROVIDED A HOUSING ALLOWANCE THAT IS TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Certain individuals listed in part Part VII participated in a split dollar life insurance plan. Please refer to Schedule L for participants, premiums and outstanding loan amounts.
Schedule J (Form 990) 2018
Additional Data


Software ID: 18007697
Software Version: 2018v3.1

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number
61-0445850
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY - SERIES 2009B
  		52-1643102   12-09-2009 38,150,000 PARTIAL REFUNDING OF BONDS ISSUED 6/11/03   X   X   X
B KENTUCKY BOND DEVELOPMENT CORPORATION - 2015A
  		47-2650498   12-30-2015 50,000,000 RENOVATIONS TO HOSPITAL   X   X   X
C KENTUCKY BOND DEVELOPMENT CORPORATION - 2015B
  		47-2650498   12-30-2015 50,000,000 RENOVATIONS TO HOSPITAL   X   X   X
D KENTUCKY BOND DEVELOPMENT CORPORATION - SERIES 2016
  		47-2650498 491210AW0 05-12-2016 98,494,028 ADVANCE REFUNDING OF SERIES 2009A BONDS ISSUED ON 12/09/09   X   X   X
KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY - SERIES 2009A
  		52-1643102 49126KGH8 12-09-2009 101,960,448 SEE STATEMENT X     X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 10,925,000 3,575,000 1,275,000 5,050,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 38,150,000 50,483,846 50,011,339 98,494,028
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 94,985,984
7 Issuance costs from proceeds ............... 360,000 245,000 222,000 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 26,825,710 49,793,015 0
11 Other spent proceeds ............. 37,790,000 0 0 2,475,000
12 Other unspent proceeds ............. 0 1,265 0 0
13 Year of substantial completion ............. 2003 2018 2018 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X     X   X   X
15 Were the bonds issued as part of an advance refunding issue? .....   X   X   X X  
16 Has the final allocation of proceeds been made? .......... X     X   X   X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X     X   X X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X           X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X X     X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?     X   X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 0.04 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0 % 0 % 0.04 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X X   X     X
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X     X   X   X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X X     X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X     X
b Name of provider ..........  
  		 
  		PNC BANK NATIONAL ASSOCIATION
  		 
 
c Term of hedge .........     3000 %  
d Was the hedge superintegrated? ......           X    
e Was the hedge terminated? ........           X    
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
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 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' voluntary closing agreement program.
Schedule K, Part III, Line 4 Research Agreement Revenue The amount of revenue from the Research Agreements is de minimis representing less than 0.0433% of the Total Operating Revenue.
Schedule K, Part I, Column (f) KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY - SERIES 2009A CONSTRUCTION OF HOSPITAL FACILITY/PARTIAL REFUNDING OF BOND ISSUED 6/11/03
Schedule K, Part IV, Line 2c COLUMN A Issuer name: KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY - SERIES 2009B The calculation for computing no rebate due was performed on 06/04/2014
Schedule K, Part IV, Line 2c COLUMN A Issuer name: KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY - SERIES 2009A The calculation for computing no rebate due was performed on 06/04/2014
Schedule K (Form 990) 2018

Additional Data


Software ID: 18007697
Software Version: 2018v3.1


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number
61-0445850
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY - SERIES 2009B
  		52-1643102   12-09-2009 38,150,000 PARTIAL REFUNDING OF BONDS ISSUED 6/11/03   X   X   X
B KENTUCKY BOND DEVELOPMENT CORPORATION - 2015A
  		47-2650498   12-30-2015 50,000,000 RENOVATIONS TO HOSPITAL   X   X   X
C KENTUCKY BOND DEVELOPMENT CORPORATION - 2015B
  		47-2650498   12-30-2015 50,000,000 RENOVATIONS TO HOSPITAL   X   X   X
D KENTUCKY BOND DEVELOPMENT CORPORATION - SERIES 2016
  		47-2650498 491210AW0 05-12-2016 98,494,028 ADVANCE REFUNDING OF SERIES 2009A BONDS ISSUED ON 12/09/09   X   X   X
KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY - SERIES 2009A
  		52-1643102 49126KGH8 12-09-2009 101,960,448 SEE STATEMENT X     X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 10,925,000 3,575,000 1,275,000 5,050,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 38,150,000 50,483,846 50,011,339 98,494,028
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 94,985,984
7 Issuance costs from proceeds ............... 360,000 245,000 222,000 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 26,825,710 49,793,015 0
11 Other spent proceeds ............. 37,790,000 0 0 2,475,000
12 Other unspent proceeds ............. 0 1,265 0 0
13 Year of substantial completion ............. 2003 2018 2018 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X     X   X   X
15 Were the bonds issued as part of an advance refunding issue? .....   X   X   X X  
16 Has the final allocation of proceeds been made? .......... X     X   X   X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X     X   X X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X           X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X X     X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?     X   X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 0.04 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0 % 0 % 0.04 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X X   X     X
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X     X   X   X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X X     X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X     X
b Name of provider ..........  
  		 
  		PNC BANK NATIONAL ASSOCIATION
  		 
 
c Term of hedge .........     3000 %  
d Was the hedge superintegrated? ......           X    
e Was the hedge terminated? ........           X    
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
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 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' voluntary closing agreement program.
Schedule K, Part III, Line 4 Research Agreement Revenue The amount of revenue from the Research Agreements is de minimis representing less than 0.0433% of the Total Operating Revenue.
Schedule K, Part I, Column (f) KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY - SERIES 2009A CONSTRUCTION OF HOSPITAL FACILITY/PARTIAL REFUNDING OF BOND ISSUED 6/11/03
Schedule K, Part IV, Line 2c COLUMN A Issuer name: KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY - SERIES 2009B The calculation for computing no rebate due was performed on 06/04/2014
Schedule K, Part IV, Line 2c COLUMN A Issuer name: KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY - SERIES 2009A The calculation for computing no rebate due was performed on 06/04/2014
Schedule K (Form 990) 2018

Additional Data


Software ID: 18007697
Software Version: 2018v3.1

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number

61-0445850
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) Bill Banks
  		VP Revenue Cycle/Managed Care To fund split dollar life Insurance premiums for supplemental life insurance   X 319,023 327,548   No Yes   Yes  
(2) Jacob Bast
  		SVP & COO - SEP To fund split dollar life Insurance premiums for supplemental life insurance   X 235,336 242,064   No Yes   Yes  
(3) Gary Blank
  		Exec VP 7 COO To fund split dollar life Insurance premiums for supplemental life insurance   X 537,543 554,140   No Yes   Yes  
(4) Tom Boggs
  		President & CEO - HSN To fund split dollar life Insurance premiums for supplemental life insurance   X 130,062 134,516   No Yes   Yes  
(5) Joseph Bozzelli
  		VP Mission Svcs & Pastoral Care To fund split dollar life Insurance premiums for supplemental life insurance   X 79,372 80,900   No Yes   Yes  
(6) Chris Carle
  		President & CEO - SEPN To fund split dollar life Insurance premiums for supplemental life insurance   X 407,048 420,930   No Yes   Yes  
(7) Garren Colvin
  		President & CEO To fund split dollar life Insurance premiums for supplemental life insurance   X 1,711,252 1,766,748   No Yes   Yes  
(8) Pam Deeter
  		VP Finance To fund split dollar life Insurance premiums for supplemental life insurance   X 70,213 72,457   No Yes   Yes  
(9) Lisa Frey
  		VP Legal Svcs/General Counsel To fund split dollar life Insurance premiums for supplemental life insurance   X 124,070 127,496   No Yes   Yes  
(10) Bruno Giacomuzzi
  		VP COO Flo Grant & Prof Svcs To fund split dollar life Insurance premiums for supplemental life insurance   X 224,889 231,694   No Yes   Yes  
(11) Sarah Giolando
  		VP COO Flo Grant & Prof Svcs To fund split dollar life Insurance premiums for supplemental life insurance   X 317,774 328,257   No Yes   Yes  
(12) Vera Hall
  		SVP System CNE To fund split dollar life Insurance premiums for supplemental life insurance   X 126,161 129,285   No Yes   Yes  
(13) Anthony Helton
  		VP Revenue Cycle To fund split dollar life Insurance premiums for supplemental life insurance   X 101,922 105,443   No Yes   Yes  
(14) Bruce Henley
  		CFO - SEP To fund split dollar life Insurance premiums for supplemental life insurance   X 203,497 209,960   No Yes   Yes  
(15) Matt Hollenkamp
  		VP Marketing & Public Relation To fund split dollar life Insurance premiums for supplemental life insurance   X 38,204 39,352   No Yes   Yes  
(16) James Horn
  		VP, Chief Quality Officer To fund split dollar life Insurance premiums for supplemental life insurance   X 106,269 109,509   No Yes   Yes  
(17) Kathy Jennings
  		SVP Patient Care Svcs/Cancer Care To fund split dollar life Insurance premiums for supplemental life insurance   X 52,108 53,850   No Yes   Yes  
(18) LaRoy Kendall
  		SVP Chief Medical Officer To fund split dollar life Insurance premiums for supplemental life insurance   X 126,818 130,986   No Yes   Yes  
(19) Jim McCarville
  		VP Quality To fund split dollar life Insurance premiums for supplemental life insurance   X 38,312 39,455   No Yes   Yes  
(20) Susan McDonald
  		VP CNO Edgewood/Cov/Grant To fund split dollar life Insurance premiums for supplemental life insurance   X 127,124 131,551   No Yes   Yes  
(21) John Mitchell
  		SVP COO Ft. Thomas/Covington To fund split dollar life Insurance premiums for supplemental life insurance   X 77,763 79,810   No Yes   Yes  
(22) Rosanne Nields
  		VP Planning & Govt Relations To fund split dollar life Insurance premiums for supplemental life insurance   X 118,430 122,446   No Yes   Yes  
(23) Marty Oscadal
  		SVP Human Resources To fund split dollar life Insurance premiums for supplemental life insurance   X 334,523 345,922   No Yes   Yes  
(24) Robert Prichard
  		EVP/CEO - SEP/CCIO To fund split dollar life Insurance premiums for supplemental life insurance   X 734,880 760,153   No Yes   Yes  
(25) Lori Ritchey-Baldwin
  		Sr VP Finance/CFO To fund split dollar life Insurance premiums for supplemental life insurance   X 288,403 298,336   No Yes   Yes  
(26) Alex Rodriguez
  		VP/Chief Information Officer To fund split dollar life Insurance premiums for supplemental life insurance   X 344,766 356,620   No Yes   Yes  
(27) Benita Anderson
  		VP, CNO Florence/Ft. Thomas/Falmouth To fund split dollar life Insurance premiums for supplemental life insurance   X 158,614 162,747   No Yes   Yes  
(28) Harry Watson
  		SVP Facilities To fund split dollar life Insurance premiums for supplemental life insurance   X 108,450 111,911   No Yes   Yes  
(29) Mohan Brar
  		Physician To fund split dollar life Insurance premiums for supplemental life insurance   X 67,500 68,311   No Yes   Yes  
(30) Carri Chandler
  		VP, Foundation To fund split dollar life Insurance premiums for supplemental life insurance   X 35,691 36,478   No Yes   Yes  
(31) Darryl Dias
  		Physician To fund split dollar life Insurance premiums for supplemental life insurance   X 200,000 202,217   No Yes   Yes  
(32) Saadeddine Dughman
  		Physician To fund split dollar life Insurance premiums for supplemental life insurance   X 50,000 50,493   No Yes   Yes  
(33) Kevin Fitzgerald
  		Physician To fund split dollar life Insurance premiums for supplemental life insurance   X 300,000 304,014   No Yes   Yes  
(34) Kevin Miller
  		Physician To fund split dollar life Insurance premiums for supplemental life insurance   X 120,000 121,470   No Yes   Yes  
(35) Mohamad Sinno
  		Physician To fund split dollar life Insurance premiums for supplemental life insurance   X 150,000 151,480   No Yes   Yes  
(36) Robert Strickmeyer
  		Physician To fund split dollar life Insurance premiums for supplemental life insurance   X 300,000 303,325   No Yes   Yes  
(37) Damodhar Suresh
  		Physician To fund split dollar life Insurance premiums for supplemental life insurance   X 400,000 405,190   No Yes   Yes  
(38) Saeb Khoury
  		Physician To fund split dollar life Insurance premiums for supplemental life insurance   X 48,000 48,588   No Yes   Yes  
(39) Paul Houlihan
  		Physician To fund split dollar life Insurance premiums for supplemental life insurance   X 200,000 202,452   No Yes   Yes  
Total ...............Small Bullet $ 9,368,104
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) BEST UPON REQUEST
  		BOARD MEMBER TILLIE HIDALGO LIMA OWNS BEST UPON REQUEST 321,944 CONCIERGE SERVICES   No
(2) Substantial Contributor
  		Substantial Contributor 8,127,155 Independent Contractor Arrangement   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
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).
Schedule L (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number

61-0445850
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 1 6,300 Cost
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 13 109,073 Market value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( FOOD/PRIZES ) X 158 41,430 Cost
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - ST. ELIZABETH HEALTHCARE IS REPORTING THE 13 ITEMS BASED ON CONTRIBUTIONS RECEIVED. Other - FOOD/PRIZES ST. ELIZABETH HEALTHCARE IS REPORTING THE 158 ITEMS BASED ON CONTRIBUTIONS RECEIVED. Art - Works of art - ST. ELIZABETH HEALTHCARE IS REPORTING THE 1 ITEM BASED ON CONTRIBUTIONS RECEIVED.
Schedule M (Form 990) (2018)

Additional Data


Software ID: 18007697
Software Version: 2018v3.1
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number

61-0445850
Return Reference Explanation
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, they are: 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 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 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 THE 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 THEIR REVIEW AND 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, IT 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, AND THEN A COMPENSATION RECOMMENDATION IS 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 INCLUDED 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 2018.
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 IX, Line 11g Other Fees CONTRACT LABOR - Total Expense: 1796919, Program Service Expense: 203705, Management and General Expenses: 1593214, Fundraising Expenses: 0; AMBULANCE SERVICE - Total Expense: 347743, Program Service Expense: 347743, Management and General Expenses: 0, Fundraising Expenses: 0; ANESTHESIOLOGY SERVICE - Total Expense: 2622498, Program Service Expense: 2622498, Management and General Expenses: 0, Fundraising Expenses: 0; LABORATORY SERVICES - Total Expense: 12961563, Program Service Expense: 12961563, Management and General Expenses: 0, Fundraising Expenses: 0; LAUNDRY EXPENSE - Total Expense: 2971748, Program Service Expense: 314875, Management and General Expenses: 2656873, Fundraising Expenses: 0; PERFUSION SERVICE - Total Expense: 913301, Program Service Expense: 913301, Management and General Expenses: 0, Fundraising Expenses: 0; RADIATION SERVICE - Total Expense: 875094, Program Service Expense: 875094, Management and General Expenses: 0, Fundraising Expenses: 0; PHYSICIAN FEES - Total Expense: 8274650, Program Service Expense: 8322143, Management and General Expenses: -47493, Fundraising Expenses: 0; CONSULTING SERVICE - Total Expense: 6625084, Program Service Expense: 697901, Management and General Expenses: 5921620, Fundraising Expenses: 5563; COLLECTION SERVICE - Total Expense: 1019444, Program Service Expense: 1943, Management and General Expenses: 1017501, Fundraising Expenses: 0; OTHER FEES - Total Expense: 284998, Program Service Expense: 1506, Management and General Expenses: 283492, Fundraising Expenses: 0; PURCHASED SERVICE - PATIENT ACCT - Total Expense: 3245167, Program Service Expense: 0, Management and General Expenses: 3245167, Fundraising Expenses: 0; ORGANIZED DEVELOP SERVICES - Total Expense: 67262, Program Service Expense: 0, Management and General Expenses: 67262, Fundraising Expenses: 0; PURCHASED SERVICES - Total Expense: 24519695, Program Service Expense: 8594676, Management and General Expenses: 15934480, Fundraising Expenses: -9461; HARDWARE MAINTENANCE - Total Expense: 2324, Program Service Expense: 0, Management and General Expenses: 2324, Fundraising Expenses: 0; RESEARCH PARTICIPATION - Total Expense: 10324, Program Service Expense: 9593, Management and General Expenses: 731, Fundraising Expenses: 0; RECRUITMENT ADVERTISING - Total Expense: 78258, Program Service Expense: 19676, Management and General Expenses: 58582, Fundraising Expenses: 0; VEHICLE OPERATION MAINT - Total Expense: 9725, Program Service Expense: 7200, Management and General Expenses: 2525, Fundraising Expenses: 0; CONSUMABLES - HARDWARE - Total Expense: 36365, Program Service Expense: 5753, Management and General Expenses: 30612, Fundraising Expenses: 0; BUSINESS TRANSPORTATION - Total Expense: 405, Program Service Expense: 100, Management and General Expenses: 305, Fundraising Expenses: 0; JANITORIAL SERVICES - Total Expense: 391779, Program Service Expense: 119817, Management and General Expenses: 271962, Fundraising Expenses: 0; BUILDING MAINTENANCE - INTERIOR - Total Expense: 411331, Program Service Expense: 107570, Management and General Expenses: 303761, Fundraising Expenses: 0; GROUNDS MAINTENANCE - Total Expense: 253244, Program Service Expense: 12258, Management and General Expenses: 238918, Fundraising Expenses: 2068; VEHICLE MAINTENANCE - Total Expense: 226452, Program Service Expense: 102684, Management and General Expenses: 123768, Fundraising Expenses: 0; MAINTENANCE & REPAIRS - Total Expense: 12806409, Program Service Expense: 2107112, Management and General Expenses: 10679567, Fundraising Expenses: 19730; MAINT & REPAIR - HVAC - Total Expense: 61834, Program Service Expense: 22124, Management and General Expenses: 39710, Fundraising Expenses: 0; MAINT & REPAIR - MEDICAL EQUIP - Total Expense: 2595, Program Service Expense: 2595, Management and General Expenses: 0, Fundraising Expenses: 0; MAINT & REPAIR - OFFICE EQUIP - Total Expense: 425, Program Service Expense: 350, Management and General Expenses: 75, Fundraising Expenses: 0; LATE PAYMENT FEES - Total Expense: 29919, Program Service Expense: 0, Management and General Expenses: 29919, Fundraising Expenses: 0; MAINT & REPAIR HARDWARE - Total Expense: 935, Program Service Expense: 130, Management and General Expenses: 805, Fundraising Expenses: 0; PEST CONTROL - Total Expense: 11627, Program Service Expense: 2053, Management and General Expenses: 9574, Fundraising Expenses: 0; FACILITIES - SMALL EQUIP - Total Expense: 685, Program Service Expense: 0, Management and General Expenses: 685, Fundraising Expenses: 0; IC MARKET ADJ EXPENSE - Total Expense: XXX-XX-XXXX, Program Service Expense: 0, Management and General Expenses: XXX-XX-XXXX, Fundraising Expenses: 0; IC PHYSICIAN FEES - Total Expense: 14200653, Program Service Expense: 13925590, Management and General Expenses: 275063, Fundraising Expenses: 0; IC STAFF LEASING EXPENSE - Total Expense: 62061, Program Service Expense: 62061, Management and General Expenses: 0, Fundraising Expenses: 0; IC ADMIN SERVICES EXPENSE - Total Expense: 478288, Program Service Expense: 491292, Management and General Expenses: -13004, Fundraising Expenses: 0; IC PHYSICIAN FEES - MEDICAL DIR - Total Expense: 513755, Program Service Expense: 438691, Management and General Expenses: 75064, Fundraising Expenses: 0; PHYSICIAN INCOME GUARANTEES - Total Expense: 75000, Program Service Expense: 0, Management and General Expenses: 75000, Fundraising Expenses: 0; PHYSICIAN FEES-CMA - Total Expense: 2852262, Program Service Expense: 81419, Management and General Expenses: 2770843, Fundraising Expenses: 0; PHYSICIAN SERVICES - Total Expense: 54194, Program Service Expense: 0, Management and General Expenses: 54194, Fundraising Expenses: 0; RADIOLOGY SERVICES - Total Expense: 457, Program Service Expense: 457, Management and General Expenses: 0, Fundraising Expenses: 0; PLP ELIMINATION - Total Expense: -3986296, Program Service Expense: 0, Management and General Expenses: -3986296, Fundraising Expenses: 0; NETWORK /DATA CONNECTION - Total Expense: 247, Program Service Expense: 0, Management and General Expenses: 247, Fundraising Expenses: 0; MAINT AND REPAIR TELECOM - Total Expense: 37525, Program Service Expense: 37525, Management and General Expenses: 0, Fundraising Expenses: 0; HOS PURCHASES SERVICES - Total Expense: -62113, Program Service Expense: 0, Management and General Expenses: -62113, Fundraising Expenses: 0;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN FMV OF INTEREST RATE SWAP - -1883414; MINIMUM PENSION LIABILITY ADJUSTMENT - -7581421; CHANGE IN FMV OF SPLIT LIFE INSURANCE INTEREST - -9759; TRANSFERS DUE TO/FROM AFFILIATES - 22745352; NET ASSETS RELEASED FROM RESTRICTIONS - PPE - 388043; WRITE OFF OF UNCOLLECTIBLE PLEDGES - -29667; CHANGE TO INVESTMENT IN AMSURG - 6809; PAID IN CAPITAL/DISTRIBUTIONS TO EQUITY - FIVE LABS - 219111;
ST. ELIZABETH FLORENCE (Continued:) NEXT, THE LIST WAS ADVANCED TO THE STRATEGIC PLANNING COMMITTEE OF THE BOARD OF TRUSTEES TO REVIEW, IN WHICH THEY NARROWED THE LIST DOWN TO THE TOP THREE ISSUES TO FOCUS ON THAT WILL HAVE THE GREATEST POSSIBLE IMPACT ON COMMUNITY HEALTH STATUS. THE TOP THREE PRIORITIES ARE OBESITY, HEART DISEASE, AND DIABETES. THE FOLLOWING IS A LIST OF HEALTH NEEDS INDENTIFIED BY THE ASSESSMENT, BUT NOT INCLUDED AS ONE OF THE TOP THREE: - ACCESS TO PRIMARY CARE - AVOIDABLE ED VISITS - CANCER - INFANT MORTALITY - LACK OF HEALTH INSURANCE - MEDICATION COSTS - MENTAL HEALTH - SMOKING - SUBSTANCE ABUSE - WELLNESS ST. ELIZABETH HEALTHCARE WILL CONTINUE PROVIDING SERVICES TO SUPPORT THESE IMPORTANT COMMUNITY HEALTH NEEDS. THE FOLLOWING IS A SUMMARY OF MANY OF THE PROGRAMS THAT ARE ALREADY PROVIDED FOR EACH OF THE ISSUES IDENTIFIED: AVOIDABLE ED VISITS/ACCESS TO PRIMARY CARE - ESTABLISHING 100% OF ST. ELIZABETH PHYSICIAN PRACTICES AS CERTIFIED MEDICAL HOMES - DEVELOPING WALK-IN CLINICS AND URGENT CARE OPTIONS THROUGH ST. ELIZABETH PHYSICIANS - PROVIDING TRAINING AND CARE THROUGH THE FAMILY PRACTICE RESIDENCY PROGRAM - CONTINUING TO OFFER THE PARISH NURSING/HEALTH MINISTRY PROGRAM - RECRUITING ST. ELIZABETH HEALTHCARE MEDICAL SPECIALISTS AS IDENTIFIED - TREATING DENTAL PATIENTS NEEDING EMERGENT CARE IN THE EMERGENCY DEPARTMENT - PROVIDING CAB AND BUS VOUCHERS FOR PATIENTS CANCER - PROVIDING CANCER SCREENINGS, SUPPORT GROUPS AND BREAST CANCER NAVIGATORS - PROVIDING DRUG REPLACEMENT SERVICES CHEMOTHERAPY PROVIDED TO THOSE WHO ARE UNINSURED - PROVIDING MOBILE MAMMOGRAPHY VAN NO COST MAMMOGRAMS - OFFERING THE COOPER CLAYTON SMOKING CESSATION PROGRAM - DONATING FINANCIAL / OPERATIONAL SUPPORT TO SEVERAL COMMUNITY HEALTH IMPROVEMENT ORGANIZATIONS INFANT MORTALITY - OFFERING MATERNAL CHILD PROGRAMS: FIRST STEPS POINT OF ENTRY AND NURSE-FAMILY PARTNERSHIPS - PROVIDING OBSTETRICIANS TO HEALTHPOINT FOR PRENATAL CARE - ADMINISTERING IMMUNIZATIONS COCOONING PROJECT - OFFERING PRE-ADMISSION EDUCATION LACK OF HEALTH INSURANCE - SPONSORING A FINANCIAL ASSISTANCE PROGRAM - ASSISTING PATIENTS ELIGIBLE FOR GOVERNMENT PROGRAMS TO REGISTER FOR THOSE PROGRAMS, PLUS PROVIDES CHARITY CARE WHEN APPROPRIATE MEDICATION COSTS/ACCESS - PROVIDING MEDICATIONS UPON DISCHARGE FROM THE EMERGENCY DEPARTMENT OR INPATIENT AND REFERRAL TO ST. VINCENT DEPAUL PHARMACY MENTAL HEALTH - PROVIDING INPATIENT TREATMENT TO UNINSURED - PROVIDING MULTIPLE SUPPORT GROUPS FOR PATIENTS AND FAMILIES - WORKING WITH MENTAL HEALTH COURTS AND JAILS TO COORDINATE CARE - IMPLEMENTING TELEPSYCHIATRY IN THE EMERGENCY DEPARTMENT TO ASSESS MENTAL HEALTH PATIENTS WELLNESS - PROVIDING TO THE COMMUNITY NUMEROUS PROGRAMS ON VARIOUS HEALTH TOPICS AND SCREENINGS SUBSTANCE ABUSE - PROVIDING INPATIENT AND OUTPATIENT TREATMENT PROGRAMS FOR ADULTS - OFFERING 12-STEP PROGRAMS ON SITE BY COMMUNITY ORGANIZATIONS SMOKING CESSATIONS - ASSURING ALL OF ST. ELIZABETH HEALTHCARE CAMPUSES ARE SMOKE FREE - OFFERING COOPER CLAYTON SMOKING CESSATION CLASSES
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
St Elizabeth Medical Center Inc
 
Employer identification number

61-0445850
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) ST ELIZABETH PHYSICIAN SERVICES
334 THOMAS MORE PARKWAY STE 200
CRESTVIEW HILLS,KY41017
61-1339639 		PHYSICIAN MANAGEMENT SERVICES KY -995,872 10,941 ST ELIZABETH MEDICAL CENTER INC
 
(2) SEH Holdings Inc
1 Medical Village Dr
Edgewood,KY41017
83-0817636 		Holding Company KY 448,062 43,272 St Elizabeth Medical Center Inc
 
(3) Next Daybreak Inc
1 Medical Village Dr
Edgewood,KY41017
83-2843631 		Physician Management Services KY 0 0 St Elizabeth Medical Center Inc
 






Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)SUMMIT MEDICAL GROUP INC
1360 Dolwick Drive Suite 200

Erlanger,KY41018
61-1300608 		PHYSICIAN PRACTICE KY 501(c)(3) 3 ST ELIZABETH MEDICAL CENTER INC
 
Yes
 
(2)Healthcare Advocates of Northern Kentucky
1 Medical Village Drive

Edgewood,KY41017
83-2875231 		Advance Healthcare quality and availability in Northern KY KY 501(c)(4)   St Elizabeth Medical Center
 
Yes
 










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) Health Care Solutions Network LLC

619 Oak Street
Cincinnati,OH45206
47-2103334 		PHO OH HSN
  		Related 1,508,573 1,886,317   No   Yes   47 %
(2) Preferred Lab Partners LLC

One Medical Village Drive Suite B
Edgewood,KY41707
82-4758763 		Laboratory KY NA
  		Related 9,336,069 9,033,815   No   Yes   50 %
(3) Bioskills Lab LLC

4123 Olympic Blvd
Erlanger,KY41018
32-0571870 		Bioskills Lab KY NA
  		Related 40,094 395,437   No   Yes   50 %








Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) St Elizabeth Provider Network Inc

One Medical Village Dr
Edgewood,KY41017
47-2862438 		Physician-Hospital Org. KY St Elizabeth Medical Center Inc
  		C Corporation -995,872 10,941 100 % Yes  
(2) Charitable Remainder Trust (3)

One Medical Village Drive
Edgewood,KY41017
 Trust KY N/A
 Trust          










Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) ST ELIZABETH PROVIDER NETWORK

 L 2,873,695 CASH
(2) SUMMIT MEDICAL GROUP INC

 R 103,081,053 CASH
(3) SUMMIT MEDICAL GROUP INC

 O 14,783,911 CASH
(4) SUMMIT MEDICAL GROUP INC

 J 301,414 CASH
(5) SUMMIT MEDICAL GROUP INC

 M 987,842 CASH

Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2018

Additional Data


Software ID: 18007697
Software Version: 2018v3.1