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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
BCheck if applicable:
CName of organization
Norton Hospitals Inc
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
Accounting 224 E Broadway 5th Floor
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Louisville, KY40202
D Employer identification number

61-0703799
E Telephone number

G Gross receipts $ 3,001,268,564
F Name and address of principal officer:
RUSSELL F COX
4967 US Highway 42 Suite 100
Louisville,KY40222
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.nortonhealthcare.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  
K Form of organization:  
L Year of formation: 1969
M State of legal domicile: KY
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: Norton Hospitals, Inc.'s purpose is to provide quality health care to all those we serve, in a manner that responds to the needs of our communities and faith heritage.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 16
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 12,838
6 Total number of volunteers (estimate if necessary) ............. 6 743
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 29,041,708 7,071,458
9 Program service revenue (Part VIII, line 2g) ......... 2,590,071,928 2,985,477,061
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....   0
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 8,591,574 7,233,423
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,627,705,210 2,999,781,942
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...   0
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) 865,820,465 987,222,821
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,521,078,749 1,625,030,116
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,386,899,214 2,612,252,937
19 Revenue less expenses. Subtract line 18 from line 12....... 240,805,996 387,529,005
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 3,620,090,960 3,977,045,908
21 Total liabilities (Part X, line 26)............. 166,386,443 136,079,908
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,453,704,517 3,840,966,000
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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: Norton Hospitals, Inc.'s purpose is to provide quality health care to all those we serve, in a manner that responds to the needs of our communities and faith heritage.
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 $ 2,562,853,316 including grants of $   ) (Revenue $ 2,991,330,430 )
Norton Hospitals, Inc. (NHI) was formed to: I) provide on a nonprofit basis, hospital or health care facilities and services for the care and treatment of ill and injured persons and those who otherwise require medical care and related services of the kind customarily furnished most effectively by hospitals or health care facilities; II) conduct educational activities related to rendering care to the sick and injured; III) promote and conduct scientific research related to the care of the sick and injured. NHI has a total of 1,907 licensed beds, Norton Hospital - 605 beds; Norton Children's Hospital - 300 beds; Norton Audubon Hospital - 432 beds; Norton Women's and Children's Hospital - 373 beds; and Norton Brownsboro Hospital - 197 beds. These hospitals operate twenty-four (24) hours a day, seven (7) days a week. In 2023, NHI's hospitals, diagnostic centers and Norton Cancer Institute served 67,543 inpatients, 699,244 outpatients, 261,014 emergency department visits, and 34,907 observation cases. In addition, NHI's operating rooms cared for 16,908 inpatient surgical patients and 41,152 outpatient surgical patients. Additionally, 8,477 deliveries were performed at NHI birthing centers. As part of our commitment to improving the health of our community, NHI provides funding for a wide array of lifesaving and life-enhancing services that benefit the communities we serve. In 2023, under its charity care program, NHI provided free care to 4,407 patients, at a cost of $21.1 million. Also, Norton Healthcare, Inc. (NHC), parent company of NHI, grants a discount from billed charges to any patients who have no access to private health insurance or do not qualify for government assistance or charity care. Under this program, 6,812 patients were provided care at discounted rates. Another contribution to the community was educational support of $76.1 million, primarily to the University of Louisville (UofL) School of Medicine. Community health improvement services totaled $48 million and contributions to community groups were $2.3 million. NHC provides programmatic support to the UofL School of Medicine through funding and facilities. During the 2023 calendar year, 206 residents completed clinical rotations in 53 specialties at NHC facilities. Residency programs are part of the $76.1 million in educational support and clinical funding provided to the medical school.
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 expenses2,562,853,316
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 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 VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
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
List of Attached Documents:
// Content
...................
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 VII.......
11b
 
No
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 IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
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
List of Attached Documents:
// Content
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 X
11f
 
No
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
List of Attached Documents:
// Content
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.........
14b
 
No
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. ....
17
 
No
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............
18
 
No
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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.....
21
 
No
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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
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
List of Attached Documents:
// Content
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...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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 the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? 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
List of Attached Documents:
// Content
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............
33
 
No
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
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
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 ...
35b
 
 
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.............
36
 
No
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 on 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
214
b
Enter the number of Forms W-2G included on 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 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
12,838
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
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
 
 
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:
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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 the instructions and file Form 4720, Schedule N.
15
 
No
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
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
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
17
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
16
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
Yes
 
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
Yes
 
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 on 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 on 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 on 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
 
No
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
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
Helena SchulzAccounting 224 E BROADWAY 5th Fl   Louisville,KY40202 (502) 629-8263
Form 990 (2023)
Form 990 (2023)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) Russell F Cox
 
President & CEO/Trustee
10.0
.................
40.0
X   X       0 3,068,539 417,106
(2) Barry Pennybaker
 
Trustee
1.0
.................
3.5
X           0 2,000 0
(3) Craig D Grant
 
Vice Chair
1.0
.................
4.5
X           0 2,000 0
(4) Donald H Robinson
 
Trustee
1.0
.................
6.5
X           0 0 0
(5) Edie Nixon
 
Chair
1.0
.................
15.5
X           0 2,000 0
(6) Erwin Roberts
 
Trustee (PARTIAL YEAR)
1.0
.................
2.5
X           0 0 0
(7) G Hunt Rounsavall Sr
 
Trustee
1.0
.................
6.5
X           0 0 0
(8) Gail Lyttle
 
Trustee (PARTIAL YEAR)
1.0
.................
3.5
X           0 2,000 0
(9) Gary L Stewart
 
Trustee
1.0
.................
6.5
X           0 2,000 0
(10) Gregory E Mayes
 
Trustee
1.0
.................
5.5
X           0 2,000 0
(11) James L Sublett MD
 
Trustee
1.0
.................
3.5
X           0 2,000 0
(12) Joe Craig
 
Trustee
1.0
.................
4.5
X           0 2,000 0
(13) Judge Denise Clayton
 
Trustee
1.0
.................
3.5
X           0 2,000 0
(14) Lee K Garlove
 
Trustee
1.0
.................
3.5
X           0 2,000 0
(15) Maria Hampton
 
Trustee
1.0
.................
3.5
X           0 2,000 0
(16) Maria L Bouvette
 
Trustee
1.0
.................
3.5
X           0 2,000 0
(17) Martha K Heyburn MD
 
Trustee (PARTIAL YEAR)
1.0
.................
3.5
X           0 2,000 0
Form 990 (2023)
Form 990 (2023)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) Rev William J Schultz
 
Trustee (PARTIAL YEAR)
1.0
.......................2.5
X           0 0 0
(19) Richard R Ivey
 
Trustee
1.0
.......................3.5
X           0 2,000 0
(20) Richard S Wolf MD
 
Chair Emeritus (partial year)
1.0
.......................2.5
X           0 0 0
(21) Rita Hudson Shourds EdD
 
Trustee (partial year)
1.0
.......................2.5
X           0 0 0
(22) Ronald Lehocky MD
 
Trustee
1.0
.......................5.5
X           0 2,000 0
(23) Sue Davis EdD RN
 
Trustee
1.0
.......................5.5
X           0 2,000 0
(24) Adam Kempf
 
Sr VP, CFO/Treasurer
10.0
.......................40.0
    X       0 1,141,705 223,063
(25) Michael W Gough
 
Exec VP and COO
10.0
.......................40.0
    X       0 1,823,008 288,832
(26) Robert B Azar
 
Sr VP Chief Legal Officer/Secretary
10.0
.......................40.0
    X       0 1,021,584 169,876
(27) Charlotte Ipsan
 
Hospital CAO
29.0
.......................21.0
      X     764,207 0 153,109
(28) Emmett Ramser
 
Hospital CAO
49.0
.......................1.0
      X     540,957 0 108,957
(29) Joseph Flynn DO
 
CAO NMG - Physician -in-Chief NCI
50.0
.......................0
      X     1,137,280 0 157,348
(30) Karen Donahue
 
Division VP Finance
50.0
.......................0
      X     461,314 0 94,078
(31) Matthew Ayers
 
Hospital CAO
49.0
.......................1.0
      X     555,124 0 106,262
(32) Aaron Spalding MD
 
Physician
50.0
.......................0
        X   1,615,977 0 80,836
(33) Joseph Maly MD
 
Physician
50.0
.......................0
        X   1,452,235 0 59,846
(34) Muneeb Choudry MD
 
Physician
50.0
.......................0
        X   1,243,021 0 43,725
(35) Paul Tennant
 
Physician
50.0
.......................0
        X   1,297,403 0 55,963
(36) Shawn Glisson MD
 
Physician
50.0
.......................0
        X   1,502,960 0 60,345
(37) Andrew Strausbaugh
 
Former Hospital CAO
0.0
.......................0
          X 443,274 0 50,636
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 11,013,752 7,086,836 2,069,982
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 1,177
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
Northstar Anesthesia of KY II PLLC

6225 N State Hwy 161
Suite 200
Irving,TX75038
Anesthesia Services 14,070,944
Pediatric Anesthesia Assoc

2600 Meidinger Tower
Louisville,KY40202
Anesthesia Services 13,283,623
Messer Construction Co

9710 Bunsen Parkway
Louisville,KY40291
Construction 8,244,888
Anesthesia Services of KY PLLC

601 South Floyd St
Suite 407
Louisville,KY40202
Anesthesia Services 7,942,706
Morrison Management Specialist

400 Northridge Rd
Suite 600
Sandy Springs,GA30350
Food Service 7,296,954
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 126
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues..1b 0
c Fundraising events..1c 0
d Related organizations1d 7,071,458
e Government grants (contributions)1e 0
f All other contributions, gifts, grants, and similar amounts not included above1f 0
g Noncash contributions included in lines 1a - 1f:$ 1g 156,562
h Total. Add lines 1a-1f....... 7,071,458
 Program Service RevenueAmt Business Code
2a Net Patient Revenue 622110 2,985,226,474 2,985,226,474    
b Healthcare Education 624190 250,587 250,587    
c
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ..... 2,985,477,061
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......        
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 1,046,664  
b Less: rental expenses 6b 1,486,622  
c Rental income or (loss) 6c -439,958 0
d Net rental income or (loss)....... -439,958     -439,958
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a    
b Less: cost or other basis and sales expenses 7b    
c Gain or (loss) 7c 0 0
d Net gain or (loss).........        
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
 OtherRevenueMiscAmt
Business Code
11a PURCHASING CO-OP INC 561499 3,601,272 3,601,272    
b PARKING INCOME 812930 1,820,012     1,820,012
c Other 900099 1,577,769 1,577,769    
d All other revenue .... 674,328 674,328 0 0
e Total. Add lines 11a–11d ...... 7,673,381
12 Total revenue. See instructions..... 2,999,781,942 2,991,330,430 0 1,380,054
Form 990 (2023)
Form 990 (2023)
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 ....    
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, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 4,078,636 4,078,636    
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 1,070,617 1,070,617    
7 Other salaries and wages........ 809,755,813 809,755,813    
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 38,470,054 38,470,054    
9 Other employee benefits ....... 78,230,616 78,230,616    
10 Payroll taxes ........... 55,617,085 55,617,085    
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 234,313,166 234,313,166 0 0
12 Advertising and promotion ....        
13 Office expenses ....... 12,534,416 12,534,416    
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 27,910,378 27,910,378    
17 Travel ............ 732,499 732,499    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 50,426,761 50,426,761    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 96,874,106 96,874,106    
23 Insurance ... 13,771,915 13,771,915    
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 728,949,992 728,949,992    
b Allocated Support 329,330,807 279,931,186 49,399,621  
c Provider Tax/HRIP Expenses 101,383,759 101,383,759    
d Repairs & Maintenance 21,606,577 21,606,577    
e All other expenses 7,195,740 7,195,740 0 0
25 Total functional expenses. Add lines 1 through 24e 2,612,252,937 2,562,853,316 49,399,621 0
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
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 ........ 8,300 1 7,800
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 269,416,878 4 337,945,431
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 68,934,055 8 66,021,642
9 Prepaid expenses and deferred charges ...... 3,035,077 9 3,673,144
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,265,160,987
b Less: accumulated depreciation 10b 1,361,264,169 930,629,351 10c 903,896,818
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ............... 7,445,984 14 7,626,123
15 Other assets. See Part IV, line 11 ........... 2,340,621,315 15 2,657,874,950
16 Total assets. Add lines 1 through 15 (must equal line 33)... 3,620,090,960 16 3,977,045,908
Liabilities 17 Accounts payable and accrued expenses ..... 147,954,845 17 118,121,476
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
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 18,431,598 25 17,958,432
26 Total liabilities. Add lines 17 through 25.. 166,386,443 26 136,079,908
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 3,451,498,916 27 3,837,895,952
28 Net assets with donor restrictions ........... 2,205,601 28 3,070,048
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 3,453,704,517 32 3,840,966,000
33 Total liabilities and net assets/fund balances ........ 3,620,090,960 33 3,977,045,908
Form 990 (2023)
Form 990 (2023)
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
2,999,781,942
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,612,252,937
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
387,529,005
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
3,453,704,517
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
72,917
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-340,439
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
3,840,966,000
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2023)
Form 990 (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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 instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Norton Hospitals Inc
 
Employer identification number

61-0703799
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
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
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) 2023

Schedule A (Form 990) 2023
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed 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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 5 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
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 on 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
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
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 on 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 on 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) 2023

Schedule A (Form 990) 2023
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
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 0.015 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 0.035 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
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v5.1
Schedule B
(Form 990)
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
2023
Name of the organization
Norton Hospitals Inc
 
Employer identification number

61-0703799
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Norton Hospitals Inc
 
Employer identification number
61-0703799
Part I
Contributors
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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Norton Hospitals Inc
 
Employer identification number

61-0703799
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Norton Hospitals Inc
 
Employer identification number

61-0703799
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) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1
SCHEDULE C
(Form 990)

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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
Norton Hospitals Inc
 
Employer identification number

61-0703799
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 ....................................................................right arrow
$  
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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) 2019 (b) 2020 (c) 2021 (d) 2022 (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) 2022


Schedule C (Form 990) 2022
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)
Yes|No
(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)? ........
 
No
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? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
57,016
j
Total. Add lines 1c through 1i ....................................................................................................
57,016
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 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Norton Hospitals, Inc. pays dues to the Kentucky Hospital Association. A portion of those dues in the amount of $57,016 was spent by the Kentucky Hospital Association on lobbying.
Schedule C (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v5.1

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
Norton Hospitals Inc
 
Employer identification number

61-0703799
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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 FASB 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 FASB 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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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 .... 26,541,898 30,615,700 27,056,341 24,411,014 18,881,092
b Contributions ... 99,232 162,657 488,087 898,799 2,971,598
c Net investment earnings, gains, and losses 2,130,177 -3,095,470 4,112,120 2,852,846 3,518,035
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
1,102,304 1,140,989 1,040,848 1,106,318 959,711
f Administrative expenses ....          
g End of year balance ...... 27,669,003 26,541,898 30,615,700 27,056,341 24,411,014
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow0 %
b
Permanent endowment right arrow100 %
c
Term endowment right arrow0 %
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)
 
No
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
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 .....   25,560,360 25,560,360
b Buildings ....   1,255,233,712 596,310,075 658,923,637
c Leasehold improvements        
d Equipment ....   912,023,173 754,815,501 157,207,672
e Other .....   72,343,742 10,138,593 62,205,149
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 903,896,818
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
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.)right arrow  
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)RECEIVABLE FROM AFFILIATE 2,506,809,609
(2)MISCELLANEOUS RECEIVABLES 643,322
(3)RIGHT OF USE ASSETS 8,050,896
(4)DUE FROM THIRD PARTY PAYORS 142,371,123
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 2,657,874,950
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  
DUE TO THIRD PARTY PAYORS  
ASSET RETIREMENT OBLIGATION 9,907,536
LEASE LIABILITIES 6,442,610
CONTRACT LIABILITIES 1,608,286





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 17,958,432
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) 2022

Schedule D (Form 990) 2022
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  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
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  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
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  
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  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
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  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
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 V, Line 4 Intended uses of endowment funds The Children's Hospital Foundation, Inc. and Norton Healthcare Foundation, Inc. utilize income generated from endowment funds to support various programs, services and capital projects for the benefit of Norton Hospitals, Inc.
Schedule D (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v5.1




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Norton Hospitals Inc
 
Employer identification number

61-0703799
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
 
No
%
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

 

No
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
 
No
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
 
 
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) . . .
    20,860,378 487,723 20,372,655 0.78 %
b Medicaid (from Worksheet 3, column a) . . . . .     704,387,839 889,030,264 0 0 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     243,386 0 243,386 0.01 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 725,491,603 889,517,987 20,616,041 0.79 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     15,760,941 2,324,661 13,436,280 0.51 %
f Health professions education (from Worksheet 5) . . .     93,497,399 14,634,333 78,863,066 3.02 %
g Subsidized health services (from Worksheet 6) . . . .     0 0 0 0 %
h Research (from Worksheet 7) .     29,791,668 19,976,742 9,814,926 0.38 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     2,789,240 0 2,789,240 0.11 %
j Total. Other Benefits . . 0 0 141,839,248 36,935,736 104,903,512 4.02 %
k Total. Add lines 7d and 7j . 0 0 867,330,851 926,453,723 125,519,553 4.81 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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     0 0 0 0 %
2 Economic development     0 0 0 0 %
3 Community support     912,413   912,413 0.03 %
4 Environmental improvements     0 0 0 0 %
5 Leadership development and
training for community members
    0 0 0 0 %
6 Coalition building     0 0 0 0 %
7 Community health improvement advocacy     1,361,126 119,992 1,241,134 0.05 %
8 Workforce development     0 0 0 0 %
9 Other     0 0 0 0 %
10 Total 0 0 2,273,539 119,992 2,153,547 0.08 %
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 Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
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
0
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
563,849
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
388,774,320
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
461,558,393
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-72,784,073
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 %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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?5Name, 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 and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 Norton Hospital
200 E Chestnut St
Louisville,KY40202
https://nortonhealthcare.com/location/hospitals/norton-hospital/
100234
X X   X     X     A
2 Norton Children's Hospital
231 E Chestnut St
Louisville,KY40202
http://www.nortonchildrens.com/
100234
X X X X     X     A
3 Norton Women's and Children's Hospital
4001 Dutchmans Lane
Louisville,KY40207
https://nortonhealthcare.com/location/hospitals/norton-womens-and-childrens-hospital/
100255
X X   X     X     A
4 Norton Audubon Hospital
One Audubon Plaza Drive
Louisville,KY40217
https://nortonhealthcare.com/location/hospitals/norton-audubon-hospital/
100252
X X   X     X     A
5 Norton Brownsboro Hospital
4950 Norton Healthcare Blvd
Louisville,KY40241
https://nortonhealthcare.com/location/hospitals/norton-brownsboro-hospital/
100475
X X         X     A
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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):
5
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 22
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 Yes  
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 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://nortonhealthcare.com/about-us/community-health-needs-assessment/
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) 2023
Schedule H (Form 990) 2023
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
WWW.NORTONHEALTHCARE.COM/FAP
b
WWW.NORTONHEALTHCARE.COM/FAP
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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) 2023
Schedule H (Form 990) 2023
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) 2023
Schedule H (Form 990) 2023
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, 20a, 20b, 20c, 20d, 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 3E The significant health needs are a prioritized description of the significant health needs of the community and identified through the CHNA.
Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - ALL HOSPITALS. NORTON HEALTHCARE, INC. (NHC) CONDUCTED A COMMUNITYWIDE SURVEY TO OBTAIN FEEDBACK FROM THE GENERAL PUBLIC REGARDING HEALTH NEEDS AND PERCEPTIONS. THE COMMUNITY SURVEY WAS MADE AVAILABLE IN MULTIPLE LANGUAGES, INCLUDING ENGLISH, SPANISH, FRENCH, ARABIC, CHINESE, NEPALI, RUSSIAN, SOMANI, AND VIETNAMESE, THROUGH ONLINE AND PAPER SURVEYING METHODS. THERE WERE 5,185 SURVEYS COLLECTED. SURVEYS THAT FELL OUTSIDE OF JEFFERSON COUNTY OR WERE MISSING THE ZIP CODE, AGE, GENDER, RACE AND EDUCATIONAL ATTAINMENT DEMOGRAPHIC INFORMATION WERE EXCLUDED FROM THE RESULTS. THIS LEFT 2,794 SURVEYS THAT WERE WEIGHTED BASED ON AGE, GENDER, RACE AND EDUCATIONAL ATTAINMENT IN ORDER TO MAKE THE SURVEY RESULTS MORE REPRESENTATIVE OF THE JEFFERSON COUNTY POPULATION AS A WHOLE. IN ADDITION, NHC OBTAINED INPUT FROM 54 VARIOUS COMMUNITY STAKEHOLDERS, INCLUDING 25 NORTON-EMPLOYED PHYSICIANS, 20 COMMUNITY LEADERS IN JEFFERSON COUNTY AND NINE LEADERS FROM AREAS SURROUNDING JEFFERSON COUNTY THROUGH FACE-TO-FACE VIRTUAL MEETINGS. COMMUNITY LEADERS REPRESENT AREAS OF PUBLIC HEALTH, MAJOR EMPLOYERS, PUBLIC SCHOOLS, SOCIAL SERVICES ORGANIZATIONS AND COMMUNITY HEALTH DEPARTMENTS. SHAWNEE CHRISTIAN HEALTH CENTER, JEFFERSON COUNTY PUBLIC SCHOOLS, URBAN LEAGUE OF LOUISVILLE, FORD MOTOR COMPANY, MOLO VILLAGE CDC, EVOLVE502, YMCA OF GREATER LOUISVILLE, CENTERSTONE, METRO UNITED WAY, BELLEWOOD & BROOKLAWN, FAMILY HEALTH CENTERS, HOSPARUS, CENTER FOR WOMEN & FAMILIES, PARK DUVALLE COMMUNITY HEALTH CENTER, BULLITT COUNTY PUBLIC SCHOOLS, AMERICANA COMMUNITY CENTER, LINCOLN TRAIL DISTRICT HEALTH DEPARTMENT, FOUNDATION FOR A HEALTHY KENTUCKY, OLDHAM COUNTY HEALTH DEPARTMENT, KENTUCKY YOUTH ADVOCATES, CLARK COUNTY HEALTH DEPARTMENT, LOUISVILLE METRO OFFICE FOR GLOBALIZATION, BULLITT COUNTY HEALTH DEPARTMENT, LOUISVILLE METRO DEPARTMENT OF PUBLIC HEALTH AND WELLNESS , AND NORTH CENTRAL HEALTH DISTRICT REPRESENTATIVES WERE ALL INCLUDED AS PART OF THE PROCESS TO INTERVIEW PEOPLE WHO REPRESENT THE COMMUNITY. THESE INTERVIEWS FOCUSED ON COVID-19, THE BLACK LIVES MATTER MOVEMENT AND GUN SAFETY AS WELL AS THE FOLLOWING FOUR KEY AREAS: PRESSING PROBLEMS IN HEALTH CARE, BARRIERS TO HEALTH CARE, HEALTH CARE ENGAGEMENT AND GLOBAL OR UNIVERSAL ISSUES INVOLVING HEALTH CARE. TO ENSURE THE MEDICALLY UNDERSERVED WERE REPRESENTED IN THIS CHNA, MEDIAN HOUSEHOLD INCOMES IN NEIGHBORHOODS THROUGHOUT JEFFERSON COUNTY WERE COMPARED TO IDENTIFY NEIGHBORHOODS WITH A LOWER MEDIAN INCOME.
Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - ALL HOSPITALS. NORTON HOSPITALS, INC. OWNS AND OPERATES FIVE HOSPITALS LOCATED IN LOUISVILLE, JEFFERSON COUNTY, KENTUCKY. THE HOSPITALS ARE: - NORTON HOSPITAL - NORTON CHILDREN'S HOSPITAL - NORTON WOMEN'S AND CHILDREN'S HOSPITAL - NORTON AUDUBON HOSPITAL - NORTON BROWNSBORO HOSPITAL
Schedule H, Part V, Section B, Line 6b Facility A, 1 Facility A, 1 - OTHER ORGANIZATIONS. Norton Healthcare, Inc. (NHC) collaborated with a variety of partners ranging from other local health systems to the Jefferson County Public School system and other community organizations. NHC conducted a community wide survey to obtain feedback from the general public regarding health needs and perceptions. The community survey was made available in multiple languages, including English, Spanish, French, Arabic, Chinese, Nepali, Russian, Somali, and Vietnamese, through online and paper surveying methods. After the conclusion of the survey, a few specific under-represented populations in the survey results were found. To ensure that the opinions and perspectives of these groups were adequately represented, NHC utilized IQS, an independent research organization, to assist with the collection of the surveys to target under-represented populations. Community input also was obtained through key stakeholder interviews of 54 community leaders and health care providers. To ensure the medically underserved were represented in this CHNA, interviews were conducted with representatives from Louisville Metro Department of Public Health and Wellness, Jefferson County Public Schools and health care organizations serving neighborhoods where median household incomes are very low, as well as agencies providing services related to mental health, domestic violence and recent immigration to the United States.
Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - All Hospitals. SUBSTANCE USE THE NORTON MATERNAL OPIATE AND SUBSTANCE TREATMENT (MOST) PROGRAM WAS CREATED TO HELP PREGNANT WOMEN BREAK THE CYCLE OF ADDICTION. THE MOST PROGRAM OFFERS KNOWLEDGEABLE, SUPPORTIVE STAFF MEMBERS WHO ARE SKILLED IN CARING FOR PREGNANT WOMEN WITH SUBSTANCE USE DISORDERS AND FOR THEIR BABIES. THE NORTON MOST PROGRAM OFFERS HOSPITAL STABILIZATION/DETOXIFICATION (DETOX) SERVICES AND AN OUTPATIENT RECOVERY PROGRAM. NORTON HEALTHCARE PREVENTION & WELLNESS OFFERS A COMPREHENSIVE NO COST TOBACCO CESSATION PROGRAM TO HELP THOSE IN THE COMMUNITY STRUGGLING WITH TOBACCO ADDICTION. CLASSES MEET FOR EIGHT 60- TO 90-MINUTE SESSIONS OVER SEVEN WEEKS. CLASSES FOLLOW THE AMERICAN LUNG ASSOCIATION FREEDOM FROM SMOKING PROGRAM, PROVEN TO BE EFFECTIVE FOR MILLIONS OF SMOKERS. NORTON PREVENTION & WELLNESS CONDUCTED 12 AMERICAN LUNG ASSOCIATION FREEDOM FROM SMOKING CLASSES IN 2023. NEARLY HALF OF THE ATTENDEES REPORTED BEING TOBACCO FREE. NORTON CHILDREN'S PREVENTION & WELLNESS HOSTS A FREE PROGRAM CREATED BY THE AMERICAN LUNG ASSOCIATION, N-O-T (NOT ON TOBACCO) WHICH IS AN EVIDENCE-BASED PROGRAM DESIGNED SPECIFICALLY FOR TEENS TO HELP THEM QUIT USING TOBACCO PRODUCTS, INCLUDING VAPES, CIGARETTES AND OTHER FORMS OF TOBACCO. APPROXIMATELY 90% OF TEENS WHO PARTICIPATED IN A N-O-T PROGRAM EITHER QUIT OR CUT BACK ON THEIR USE OF TOBACCO PRODUCTS. GROUP SESSIONS MEET ONCE WEEKLY TO DISCUSS THE IMPORTANCE OF HAVING GOOD HEALTH, LEARN TOOLS TO PREPARE FOR TOUGH MOMENTS AND SUPPORT EACH OTHER ON THEIR JOURNEY TO QUITTING. THIS IS A VOLUNTARY PROGRAM FOR TEENS AGES 14 TO 17. OBESITY WEIGHT-LOSS SEMINARS - EITHER ONLINE OR IN-PERSON - ARE FREE AT NORTON WEIGHT MANAGEMENT SERVICES TO GIVE INFORMATION ABOUT BARIATRIC SURGERY OR MEDICALLY GUIDED WEIGHT LOSS. THE BARIATRIC SURGERY SEMINAR IS LED BY A BOARD-CERTIFIED BARIATRIC SURGEON. IN 2019 THE LOUISVILLE URBAN LEAGUE AND NORTON HEALTHCARE ANNOUNCED NORTON'S SUPPORT OF THE NORTON HEALTHCARE SPORTS AND LEARNING CENTER. Norton Healthcare, Inc. (NHC) CONTRIBUTED $5 MILLION TO THE PROJECT THROUGH A $3 MILLION GRANT AND AN ADDITIONAL CHALLENGE GRANT OF $2 MILLION IN MATCHING FUNDS. THE FACILITY IS NAMED THE NORTON SPORTS HEALTH ATHLETICS & LEARNING COMPLEX AND OFFICIALLY OPENED IN FEBRUARY 2021. THE CAMPUS HOSTS LOCAL, REGIONAL AND NATIONAL INDOOR AND OUTDOOR TRACK MEETS, OTHER SPORTING EVENTS, CONCERTS AND A VARIETY OF OTHER EVENTS. FEATURING 90,000 SQUARE FEET OF FLOOR SPACE WITH A 4,100 SEAT, 200-METER BANKED MONDO INDOOR TRACK AND THE 400-METER HUMANA OUTDOOR TRACK & FIELD, THE VENUE ATTRACTS ATHLETES AND GUESTS FROM ACROSS THE NATION AND BRING A LARGE ECONOMIC IMPACT TO THE REGION. ADDITIONALLY, THE COMPLEX INCLUDES A 4-LANE MINI-BOWLING ALLEY, AN INTERACTIVE ROCK-CLIMBING WALL AND A MULTI-PURPOSE SPACE THAT IS USED FOR EDUCATIONAL PROGRAMMING FOR THE LOUISVILLE COMMUNITY. NHC OPENED A COMPREHENSIVE SPORTS PERFORMANCE AND HEALTH AND WELLNESS FACILITY IN 2022. THE NEW NORTON SPORTS HEALTH PERFORMANCE & WELLNESS CENTER OFFERS STATE-OF-THE-ART TECHNOLOGY AND TRAINING FOR ELITE AND HIGH SCHOOL ATHLETES, AS WELL AS PROGRAMMING AND WORKOUT SPACE FOR CASUAL EXERCISERS AND THOSE NEW TO FITNESS. THE 40,000-SQUARE-FOOT CENTER IS MORE THAN DOUBLE THE SIZE OF THE FORMER LOCATION AND REPRESENTS MORE THAN A $1 MILLION INVESTMENT. THE NEW LOCATION ALSO WILL OFFER A MORE TRADITIONAL GYM WITH CARDIO EQUIPMENT, WEIGHT MACHINES AND CLASSES FOR THE GENERAL PUBLIC. SENIORS WILL HAVE ACCESS TO THE FACILITY THROUGH THEIR MEDICARE SILVERSNEAKERS MEMBERSHIPS. THERE ALSO WILL BE PROGRAMMING FOR HIGH SCHOOL ATHLETES, INCLUDING TEAM TRAINING, STRENGTH AND CONDITIONING. THE NORTON HEALTHCARE WALKING CLUB, IN PARTNERSHIP WITH THE LOUISVILLE ZOO IS OFFERED FREE TO COMMUNITY MEMBERS. IN 2023, THE GET HEALTHY WALKING CLUB INCREASED BY OVER 2,900 MEMBERS AND REACHED OVER 10,400 TOTAL MEMBERS. WITH A MEMBERSHIP CARD, CLUB MEMBERS HAVE FREE ACCESS TO WALK AT THE LOUISVILLE ZOO EACH DAY FROM MARCH THROUGH OCTOBER, FROM 8 TO 9:30 A.M. POOR NUTRITION NORTON CHILDREN'S PREVENTION & WELLNESS HOSTS SKILL-BUILDING WORKSHOPS TO SUPPORT FAMILIES WITH TEENS IN THEIR JOURNEY TOWARD HEALTHY LIVING. THE SIX-WEEK WORKSHOP SERIES FOCUSES ON GOAL-SETTING FOR HEALTHY HABITS, HEALTHY MEAL PLANNING AND PREP, FUN WAYS TO STAY ACTIVE, INCLUDING FREE PASSES TO THE YMCA, AND TOOLS TO POSITIVELY REDUCE STRESS. Norton Hospitals, Inc. (NHI) CONTINUES TO OFFER FREE HEALTH SCREENINGS AND EDUCATION TO THE COMMUNITY THROUGH USE OF OUR MOBILE PREVENTION UNIT, AS WELL AS THROUGH VARIOUS COMMUNITY EVENTS AND HEALTH FAIRS. IN 2023, THERE WERE ALMOST 100 FREE SCREENING EVENTS PERFORMED IN THE COMMUNITY. THE NORTON HEALTHCARE MOBILE PREVENTION CENTER CONNECTS PEOPLE TO WELLNESS AT MULTIPLE STOPS. MANY OF THE SCREENINGS ARE PROVIDED AT LOW COST OR NO COST, AND OTHERS TYPICALLY ARE COVERED BY INSURANCE. MENTAL HEALTH NHI IMPLEMENTED THE COLUMBIA-SUICIDE SEVERITY RATING SCALE IN APRIL 2019. THIS IS A QUESTIONNAIRE WHICH IS USED TO ASSESS SUICIDE RISKS FOR PATIENTS AT ALL ACCESS POINTS, INCLUDING THE EMERGENCY ROOM AND AMBULATORY SETTING. THE TOOL IS USED TO ASSESS PATIENT RISK AND ENSURE REFERRAL TO APPROPRIATE RESOURCES FOR TREATMENT. HEALTH EDUCATORS FROM NORTON CHILDREN'S PREVENTION & WELLNESS TEAM PARTNER WITH LOCAL MIDDLE/HIGH SCHOOLS TO OFFER PEER-TO-PEER EDUCATION AND AWARENESS ABOUT MENTAL HEALTH CONCERNS. WORKSHOPS ARE OFFERED IN SCHOOL HEALTH AND PHYSICAL EDUCATION CLASSROOMS, AT AFTER-SCHOOL EVENTS AND THROUGH SUMMER PROGRAMS. WORKSHOPS PROVIDE PEER EDUCATION TO SUPPORT YOUNG PEOPLE IN DEVELOPING POSITIVE GROUP NORMS AND MAKING HEALTHY DECISIONS. THIS SERIES TEACHES STUDENTS HOW TO REDUCE STRESS AND EMPOWERS STUDENTS TO BECOME VOICES IN THEIR SCHOOLS AND TO ENCOURAGE HEALTHY BEHAVIORS AND DECISION-MAKING. NORTON CHILDREN'S HOSPITAL (NCH) OFFERS INPATIENT PSYCHIATRIC CARE FOR CHILDREN AGES 2 TO 17 THROUGH THE ACKERLY CHILD PSYCHIATRIC UNIT. THEIR MISSION IS TO HELP CHILDREN AND FAMILIES REACH THEIR FULLEST POTENTIAL IN A NURTURING AND SAFE ENVIRONMENT. THEY ARE EQUIPPED TO SERVE PATIENTS WITH DEVELOPMENTAL DISABILITIES AND AUTISM, AND EXTEND CARE REGARDLESS OF A FAMILY'S BACKGROUND OR ABILITY TO PAY. IN THE AMBULATORY SETTING, NORTON CHILDREN'S MEDICAL GROUP PSYCHIATRY & PSYCHOLOGY OFFERS CHILD AND ADOLESCENT PSYCHIATRY SERVICES. IN 2019, NHI ESTABLISHED THE NORTON BEHAVIORAL HEALTH PRACTICE, WITH THE GOAL OF PROVIDING CLINICALLY INTEGRATED FAMILY AND PATIENT-CENTERED MENTAL HEALTH CARE. THE PRACTICE OFFERS TELEMEDICINE VISITS IN PRIMARY CARE LOCATIONS TO IMPROVE ACCESS AND HELP OVERCOME THE STIGMA OFTEN ASSOCIATED WITH MENTAL HEALTH FACILITIES. THE PRACTICE CARED FOR ALMOST 4,000 UNIQUE PATIENTS IN 2023. NORTON WOMEN'S MENTAL HEALTH SERVICES PROVIDES OUTPATIENT WOMEN'S MENTAL HEALTH SERVICES ON THE NORTON - ST. MATTHEWS CAMPUS. THEY ARE COMMITTED TO PROVIDING QUALITY MENTAL HEALTH CARE TO WOMEN ACROSS THEIR LIFESPAN. THE PRACTICE CARED FOR OVER 1,000 UNIQUE PATIENTS IN 2023. THE Norton Cancer Institute (NCI) BEHAVIORAL ONCOLOGY PROGRAM IS STAFFED BY A TEAM TRAINED AND EQUIPPED TO CARE FOR THE EMOTIONAL AND MENTAL HEALTH NEEDS OF PATIENTS AND THEIR FAMILIES. NCI IS ONE OF FEW ONCOLOGY PROGRAMS NATIONWIDE OFFERING A ROBUST PROGRAM FOR MENTAL AND EMOTIONAL HEALTH NEEDS. THE PRACTICE CARED FOR OVER 1,000 UNIQUE PATIENTS IN 2023. NORTON CHILDREN'S BEHAVIORAL & MENTAL HEALTH, AFFILIATED WITH THE UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE, PROVIDES OUTPATIENT AND INPATIENT MENTAL HEALTH CARE FOR CHILDREN AGES 2 TO 21. PATIENTS AND THEIR FAMILIES HAVE ACCESS TO CHILD PSYCHIATRIC AND PSYCHOLOGICAL EVALUATION AND TREATMENTS. SERVICES INCLUDE MEDICATION THERAPY AND A BROAD RANGE OF INDIVIDUAL, GROUP AND FAMILY THERAPIES. A SOCIAL WORKER IS ON CALL TO ASSIST WITH ADDRESSING BARRIERS TO CARE. THE PRACTICES CARED FOR OVER 7,000 UNIQUE PATIENTS IN 2023. HEALTH LITERACY AS OF NOVEMBER 2022, A COMMUNITY HEALTH WORKER PROGRAM WAS ESTABLISHED BY THE INSTITUTE FOR HEALTH EQUITY, A PART OF NHC. COMMUNITY HEALTH WORKERS BUILD RELATIONSHIPS WITH PATIENTS TO REMOVE BARRIERS TO CARE AND ADDRESS SOCIAL DETERMINANTS OF HEALTH. THE TEAM IS TRAINED TO HELP DEVELOP PERSONALIZED ROAD MAPS TO HEALTHIER LIVES, TAKING INTO ACCOUNT THE UNIQUE NEEDS AND CULTURAL SENSITIVITIES OF UNDERSERVED POPULATIONS FOR ONE PATIENT, A COMMUNITY HEALTH WORKER MAY BE A CONNECTION TO A LOCAL FOOD PANTRY. FOR ANOTHER, THE WORKER MAY HELP TO ARRANGE RELIABLE TRANSPORTATION TO APPOINTMENTS. SOME PATIENTS NEED COACHING ON ACCESSING COMMUNITY RESOURCES. OTHERS MAY NOT FULLY UNDERSTAND THE BENEFITS OF ESTABLISHING A RELATIONSHIP WITH A PRIMARY CARE PROVIDER.
Schedule H, Part V, Section B, Line 11 Facility A, 2 Facility A, 2 - All Hospitals. ACCESS TO CARE NHC AND NCH CONTINUE TO FULFILL THEIR PROMISE TO EXPAND ACCESS TO HEALTH CARE WITH THE 2024 OPENING OF A NEW MULTIPRACTICE LOCATION IN WESTPORT PLAZA IN NORTHEASTERN LOUISVILLE. THE 21,000-SQUARE-FOOT SPACE - A $9.5 MILLION INVESTMENT - INCLUDES NHC'S FIRST SAME-DAY ORTHOPEDIC INJURY CARE CENTER AND THE FIRST MULTIDISCIPLINARY OFFICE TO HOUSE BOTH PEDIATRIC AND ADULT ORTHOPEDIC AND ENDOCRINOLOGY CARE UNDER THE SAME ROOF. THE COMPREHENSIVE AND SPECIALIZED SERVICES THAT WILL BE PROVIDED IN THIS NEW SPACE WILL MAKE IT EASIER FOR CHILDREN AND ADULTS OF ALL AGES. THE NEW OFFICE ALSO WILL HOUSE WENDY NOVAK DIABETES INSTITUTE, A PART OF NHC AND NCH, FOR PATIENTS WITH DIABETES AND OTHER ENDOCRINOLOGY NEEDS. DEDICATED ENDOCRINOLOGISTS WILL PROVIDE FAMILY-CENTERED CARE AS WELL AS OFFER A TRANSITION TO ADULT DIABETES PROGRAM TO ASSIST ADOLESCENTS AS THEY MOVE TO ADULT-BASED CARE. DIABETES EDUCATION AND PEDIATRIC VIRTUAL BEHAVIORAL HEALTH SERVICES ALSO WILL BE AVAILABLE TO PATIENTS. NORTON SPORTS HEALTH PERFORMANCE & WELLNESS CENTER, ADJACENT TO THE NEW SPACE, WILL OFFER A WENDY NOVAK DIABETES INSTITUTE SPORTS & ACTIVITY PROGRAM. THIS NEW SPORTS LAB, STAFFED BY A DEDICATED RESEARCH SCIENTIST AND EXERCISE PHYSIOLOGIST, WILL ALLOW FOR STATE-OF-THE-ART FITNESS AND METABOLIC EVALUATIONS. THIS FACILITY WILL ALLOW US TO PERSONALIZE THE CARE WE PROVIDE TO IMPROVE HEALTH OUTCOMES FOR OUR PATIENTS AND PARTICIPATE IN CUTTING-EDGE RESEARCH IN DIABETES AND EXERCISE SCIENCE. ALONG WITH ORTHOPEDIC AND ENDOCRINOLOGY SERVICES, THE NEW SPACE ALSO WILL HOUSE AN ADULT PRIMARY CARE OFFICE, TIMESHARE SPACE FOR SEVERAL SPECIALTY PRACTICES AND A NORTON PROMPT CARE CLINIC, WHICH WILL OFFER SAME-DAY APPOINTMENTS FOR MINOR ILLNESSES AND INJURIES FOR PATIENTS AGES 2 AND OLDER. NHC AND JEFFERSON COUNTY PUBLIC SCHOOLS ARE EXPANDING A PARTNERSHIP TO OFFER VIRTUAL MEDICAL CARE TO STUDENTS AND STAFF AT ALL 89 PUBLIC ELEMENTARY SCHOOLS ACROSS JEFFERSON COUNTY OVER THE NEXT TWO SCHOOL YEARS. WITH PARENTAL CONSENT, THE NORTON ECARE SCHOOL TELEHEALTH PROGRAM ALLOWS CHILDREN TO SEE A NHC PROVIDER THROUGH A SECURE VIDEO VISIT FROM THE SCHOOL NURSE'S OFFICE. WORKING TOGETHER, THE SCHOOL NURSE AND NHC PROVIDER USE REMOTE MEDICAL TECHNOLOGY TO EXAMINE THE STUDENTS, LOOK AT THEIR SKIN, LISTEN TO THEIR HEARTS AND LUNGS, AND CHECK THEIR NOSES, THROATS AND EARS. THE NORTON ECARE SCHOOL TELEHEALTH PROGRAM LAUNCHED IN 2019 WITH THREE JCPS SCHOOLS AND EXPANDED TO 14 SCHOOLS IN 2022. THE PROGRAM WILL EXPAND TO 50 ELEMENTARY SCHOOLS DURING THE 2023-2024 SCHOOL YEAR AND THE DISTRICT'S REMAINING ELEMENTARY SCHOOLS DURING THE 2024-2025 SCHOOL YEAR. NHC CONTINUES IT'S FOCUS OF EXPANDING ACCESS TO HEALTH CARE IN JEFFERSONVILLE, INDIANA. ADDITIONAL EMERGENCY AND DIAGNOSTIC SERVICES WERE MADE AVAILABLE WHEN NORTON MEDICAL CENTER OPENED IN MARCH 2024 IN THE JEFFERSONVILLE COMMONS SHOPPING CENTER, 2023 MERCY WAY. THE NEW CENTER, A $17 MILLION INVESTMENT, HOUSES A FULL-SERVICE EMERGENCY DEPARTMENT AND DIAGNOSTIC CENTER IN APPROXIMATELY 15,000 SQUARE FEET OF SPACE. THE EMERGENCY DEPARTMENT WILL HAVE EIGHT EXAM ROOMS - WITH THE CAPABILITY OF CONVERTING ONE TO A TRAUMA BAY IF NEEDED - A LAB AND ACCESS TO ADJOINING DIAGNOSTIC IMAGING. IT IS OPEN 24 HOURS PER DAY, SEVEN DAYS A WEEK, WITH NO APPOINTMENT NECESSARY. AN OUTPATIENT BEHAVIORAL HEALTH OFFICE WILL OPEN IN 2024 AT THIS LOCATION TO HELP REACH THOSE IN NEED OF LESS ACUTE MENTAL HEALTH CARE, INCLUDING INDIVIDUAL AND GROUP THERAPY. HEALTH DISPARITIES NORTON WOMEN'S CARE LAUNCHED A NEW DOULA PROGRAM IN 2021 THAT AIMS TO IMPROVE THE LONG-TERM HEALTH OF NEW MOTHERS IN UNDERSERVED AREAS OF THE COMMUNITY. NHC HAS DEVELOPED THE COMMUNITY-BASED DOULA PROGRAM TO HELP WOMEN WITH STATISTICALLY POOR MATERNAL OUTCOMES IN LOUISVILLE HAVE ACCESS TO A DOULA AND THE BENEFITS ONE OFFERS. THE PROGRAM PROVIDES ELIGIBLE PREGNANT PATIENTS WITH A DOULA AT NO COST TO THEM. WHILE DOULAS ARE WELCOME IN MANY BIRTHING HOSPITALS, THIS IS THE FIRST PROGRAM IN KENTUCKY THAT EMPLOYS DOULAS AS PART OF THE CARE TEAM. THIS NEW PROGRAM INCLUDES SEVERAL HOME VISITS THROUGHOUT THE PATIENT'S PREGNANCY AND THE PERIOD AFTER DELIVERY. ELIGIBLE PATIENTS MUST LIVE IN THE CALIFORNIA, PORTLAND OR RUSSELL NEIGHBORHOOD, AND RECEIVE ADDITIONAL PRENATAL CARE THROUGH NORTON OB/GYN ASSOCIATES AND NORTON WOMEN'S SPECIALISTS DOWNTOWN PRACTICES, WITH BABIES DELIVERED AT NORTON HOSPITAL. INITIALLY, THE PROGRAM EMPLOYED THREE DOULAS. PROVIDERS AT NORTON WOMEN'S SPECIALISTS AND NORTON OB/GYN ASSOCIATES CAN REFER PATIENTS TO THE COMMUNITY-BASED DOULA PROGRAM. IN 2023 NORTON CHILDREN'S MEDICAL GROUP - RUSSELL, LOCATED IN THE SEVEN COUNTIES SERVICES BUILDING AT 2225 W. BROADWAY, FEATURES MORE THAN 2,200 SQUARE FEET OF EXAM ROOMS AND LAB SPACE. THE FACILITY OFFERS PRIMARY AND SPECIALTY CARE TO ABOUT 4,000 KIDS A YEAR. THERE'S ALSO AN ON-SITE PHARMACY AVAILABLE TO PATIENTS AND FAMILIES. NHC IS COMMITTED TO BRINGING QUALITY CARE TO FAMILIES IN WEST LOUISVILLE. IN 2022, NHC CONDUCTED A CITYWIDE SURVEY TO IDENTIFY GAPS IN HEALTH CARE THROUGHOUT THE COMMUNITY. ACCORDING TO THE SURVEY, ONE OF THE BIGGEST CONCERNS IN WEST LOUISVILLE IS ACCESS TO CHILDREN'S HEALTH CARE. ANOTHER RESPONSE FROM THE SURVEY CALLED FOR ACCESS TO MENTAL HEALTH SERVICES. BEING LOCATED IN THE SEVEN COUNTIES SERVICES BUILDING ALLOWS THE TWO ORGANIZATIONS TO WORK TOGETHER TO ADDRESS MENTAL HEALTH NEEDS IN THE COMMUNITY. IN 2023 NHC ANNOUNCED CHANGES TO ITS FINANCIAL ASSISTANCE PROGRAM. THE CHANGES ARE INTENDED TO INCREASE ACCESS TO HEALTH CARE BY ALLEVIATING FINANCIAL STRESS THAT OFTEN SERVES AS A BARRIER AND PREVENTS INDIVIDUALS FROM SEEKING CARE. PREVIOUSLY, FAMILIES WERE ELIGIBLE FOR NHC'S FINANCIAL ASSISTANCE PROGRAM IF THEIR HOUSEHOLD INCOME WAS EQUAL TO OR LESS THAN 300% OF THE FEDERAL POVERTY GUIDELINES. WITH THESE CHANGES, THAT INCOME LEVEL HAS INCREASED TO 350% OF THE FEDERAL POVERTY GUIDELINES. FOR EXAMPLE, A FAMILY OF FOUR WITH A COMBINED HOUSEHOLD INCOME OF UP TO $105,000 NOW COULD BE ELIGIBLE FOR FINANCIAL ASSISTANCE. ADDITIONALLY, INDIVIDUALS CAN NOW APPLY IN ADVANCE TO PARTICIPATE IN THE EXPANDED FINANCIAL ASSISTANCE PROGRAM. BY COMPLETING THE QUALIFICATION PROCESS AHEAD OF TIME, IT WILL REMOVE THE BARRIER THAT SOME EXPERIENCE WHEN ASKED TO DISCUSS FINANCIAL STATUS MATTERS AT THE POINT OF CARE. PREVIOUSLY, FAMILIES WOULD COMPLETE AN APPLICATION AFTER RECEIVING TREATMENT, INCLUDING AFTER AN EMERGENCY OR SERIOUS MEDICAL CONDITION. NOW THIS CAN BE DONE BEFORE THERE IS A CRISIS OR NEED FOR MEDICAL TREATMENT. COMMUNITY MEMBERS CAN APPLY AT ANY TIME ONLINE OR CAN REQUEST A PAPER COPY OF THE APPLICATION, WHICH IS AVAILABLE IN SEVERAL LANGUAGES. ONCE APPROVED, THE APPLICATION WILL BE VALID FOR ONE YEAR. THOSE TAKING PART IN THE PROGRAM CAN RE-APPLY EVERY YEAR. IN 2022 NHC, ANNOUNCED A GRANT TO BATES COMMUNITY DEVELOPMENT CORP. (CDC) AS PART OF A COMMITMENT TO HELP IMPROVE THE HEALTH OF RESIDENTS IN LOUISVILLE'S SMOKETOWN AND SHELBY PARK NEIGHBORHOODS. THE $1.4 MILLION IN FUNDING WILL BE PROVIDED OVER FOUR YEARS. THE GRANT, GIVEN THROUGH NHC'S JAMES R. PETERSDORF FUND, WILL SUPPORT BATES CDC TO HELP STRENGTHEN AND EXPAND ITS HEALTHY HEARTS AND LIFESTYLES PROGRAM, WHICH ADDRESSES CHRONIC DISEASES THAT EXIST WITHIN THE COMMUNITY IT SERVES. BATES CDC'S HEALTHY HEARTS AND LIFESTYLES PROGRAM WAS CREATED WITH A FOCUS ON PROVIDING HEALTHY HOT MEALS AND A FOOD PANTRY TO THE COMMUNITY, COOKING CLASSES AND THE PROMOTION OF HEALTHY EATING HABITS. BATES CDC, IN COLLABORATION WITH KELLY C. MCCANTS, M.D., CARDIOLOGIST AND EXECUTIVE DIRECTOR, THE INSTITUTE FOR HEALTH EQUITY, A PART OF NHC, WILL EXPAND ITS PROGRAM TO INCLUDE BASIC HEALTH CARE SCREENINGS AND PREVENTIVE CARE SPECIFICALLY AROUND CARDIOVASCULAR HEALTH, WOMEN'S HEALTH AND CHILDREN'S HEALTH.
Schedule H, Part V, Section B, Line 11 Facility A, 3 Facility A, 3 - ALL HOSPITALS. TRUST THE KEY TO ENSURING HEALTH EQUITY IS INCREASING ACCESS TO CARE IN LOUISVILLE'S UNDERSERVED AREAS. NHC EXPANDED ACCESS IN UNDERSERVED AREAS THROUGH THE OPENING OF A NEW PRIMARY CARE PRACTICE IN THE WEST END. NHC ALSO PURCHASED A SECOND MOBILE UNIT, MAKING IT EASIER FOR THE COMMUNITY TO ACCESS PREVENTIVE SERVICES SUCH AS MAMMOGRAMS, WELL-WOMAN EXAMS AND COLON CANCER SCREENINGS. NHC'S PREVENTION & WELLNESS MOBILE PRIMARY CARE IS NOW MAKING WEEKLY STOPS AT THE GOODWILL OPPORTUNITY CENTER ON E. BROADWAY. GOODWILL INDUSTRIES OF KENTUCKY AND NHC BROKE GROUND IN 2022 ON THE NHC GOODWILL OPPORTUNITY CAMPUS AT 28TH STREET AND BROADWAY. THE CAMPUS WILL INCLUDE A 120,000 SQUARE-FOOT OPPORTUNITY CENTER AND THE FIRST HOSPITAL IN THE MOST UNDERSERVED PART OF THE COMMUNITY. TOGETHER, BOTH ORGANIZATIONS ARE INVESTING MORE THAN $100 MILLION TO TRANSFORM A 20-ACRE BROWNFIELD SITE IN THE PARKLAND NEIGHBORHOOD INTO AN "OPPORTUNITY CAMPUS" THAT WILL HOUSE GOODWILL'S HEADQUARTERS OPERATION, A FULL-SERVICE HOSPITAL AND A COLLECTION OF LOCAL SOCIAL-SERVICE AGENCIES THAT WILL WORK TOGETHER TO SERVE AN ESTIMATED 50,000 PEOPLE EVERY YEAR. WEST LOUISVILLE IS A NINE-NEIGHBORHOOD COMMUNITY WHERE THE MEDIAN HOUSEHOLD INCOME IS $21,000. THE AREA HAS ENDURED YEARS OF DISINVESTMENT THAT HAS LEFT MANY OF ITS 65,000 RESIDENTS WITH LIMITED EMPLOYMENT AND SELF-SUFFICIENCY RESOURCES. ACCORDING TO THE MOST RECENT LOUISVILLE METRO HEALTH EQUITY REPORT, RESIDENTS IN WEST LOUISVILLE HAVE SOME OF THE HIGHEST RATES OF DEATH CONNECTED TO HEART DISEASE, CANCER AND STROKE. NHC'S NEW HOSPITAL AIMS TO TRULY CHANGE HEALTH OUTCOMES AND PROVIDE ACCESS FOR ALL RESIDENTS. IN NOVEMBER 2022 RUSSELL F. COX, PRESIDENT AND CEO OF NHC, PRESENTED THE RESULTS OF A COMMUNITY SURVEY IN WHICH MORE THAN 4,500 PEOPLE SHARED THEIR IDEAS ABOUT THE FEATURES AND SERVICES THEY WANTED IN THE NEW NORTON WEST LOUISVILLE HOSPITAL. FEEDBACK FROM THE PUBLIC IS BEING INCORPORATED INTO PLANS FOR THE HOSPITAL, WHICH INCLUDES LANDSCAPED ROOFTOPS, A CENTRALIZED AREA FOR PATIENT CHECK-IN, A RETAIL PHARMACY AND A COMMUNITY ROOM. SURVEY RESPONDENTS LISTED THE IMPORTANCE OF ACCESS TO WOMEN'S HEALTH SERVICES, MENTAL HEALTH SERVICES, CARDIOLOGY, ORTHOPEDICS AND PRIMARY CARE FOR ADULTS AND CHILDREN. IT ALSO WILL HAVE A 24-HOUR EMERGENCY DEPARTMENT, INPATIENT CARE, OPERATING ROOMS AND IMAGING TECHNOLOGY. ALL OF THESE AND ADDITIONAL SERVICES WILL BE AVAILABLE AT NORTON WEST LOUISVILLE HOSPITAL WHEN IT OPENS IN 2024. IN 2020 NHC CREATED THE INSTITUTE FOR HEALTH EQUITY AS ONE OF FIVE INITIATIVES TO ADDRESS INEQUALITIES WITHIN THE COMMUNITY. THE PRIMARY FOCUS OF THE INSTITUTE IS TO IDENTIFY AND REMOVE OBSTACLES THAT PREVENT PEOPLE IN UNDERSERVED AREAS FROM RECEIVING THE HEALTH CARE THEY DESERVE, AS WELL AS TO ELIMINATE DISPARITIES IN CARE. IN 2021 THE INSTITUTE MOVED INTO THE VILLAGE @ WEST JEFFERSON, AN OFFICE BUILDING AT THE SOUTHEAST CORNER OF 12TH AND JEFFERSON STREETS, IN THE RUSSELL NEIGHBORHOOD OF LOUISVILLE. NHC IS POSITIONING THE INSTITUTE FOR HEALTH EQUITY TO SERVE AS A CENTRAL HUB FOR COMMUNITY-BASED ORGANIZATIONS AND RESOURCES TO COME TOGETHER TO ADDRESS FACTORS THAT CONTRIBUTE TO HEALTH DISPARITIES, INCLUDING HOUSING, HEALTHY FOOD OPTIONS, TRANSPORTATION AND CHILD CARE. THE 3,751-SQUARE-FOOT SPACE WAS BUILT TO ACCOMMODATE STAFF MEMBERS, COMMUNITY MEETING SPACE, CONSULTATION ROOMS FOR SOCIAL WORK AND MENTAL HEALTH CONSULTATIONS, AND A TELEHEALTH ROOM WHERE PATIENTS CAN HAVE ONE-ON-ONE APPOINTMENTS WITH MEDICAL PROVIDERS THROUGH VIDEOCONFERENCING TECHNOLOGY. THE SPACE ALSO HAS EDUCATIONAL RESOURCES FOR HEALTH AND WELL-BEING. NHC SUPPORTS THE URBAN WORKFORCE DEVELOPMENT INITIATIVE (UWDI), A PROGRAM DEVELOPED BY THE HOSPITAL'S GENERAL CONTRACTOR, HARMON/MESSER. IN PARTNERSHIP WITH NHC AND THE LOUISVILLE URBAN LEAGUE, THE INITIATIVE INVESTS IN THE CAREER GROWTH OF MINORITIES AND WOMEN THROUGH WORKFORCE DEVELOPMENT AND DIVERSITY IN THE CONSTRUCTION INDUSTRY. HARMON/MESSER NOTES MULTIPLE SUCCESSES WITH ITS UWDI PROGRAM WITHIN THE NORTON WEST LOUISVILLE HOSPITAL PROJECT, WHICH CURRENTLY BOASTS A 63% EMPLOYEE RETENTION RATE. SO FAR, OF THE 23 CANDIDATES SELECTED BY THE LOUISVILLE URBAN LEAGUE FOR THE PROGRAM, 15 OF THEM ARE CURRENTLY WORKING ON THE JOB SITE. OF THOSE EMPLOYEES, 73% OF THEM ARE REGISTERED IN APPRENTICESHIP PROGRAMS, WHICH ARE FEDERALLY ACCREDITED APPRENTICESHIP OPPORTUNITIES THAT PROVIDE A HIGHER TRAJECTORY FOR LONG-TERM CAREERS. WHEN NORTON WEST LOUISVILLE HOSPITAL OPENS, IT WILL BRING MORE JOBS, HEALING AND HOPE TO THE RESIDENTS OF WEST LOUISVILLE. MEANWHILE, WORKFORCE DEVELOPMENT EFFORTS HAVE ALREADY CREATED OPPORTUNITIES FOR LIFELONG RESIDENTS. LANGUAGE NORTON COMMUNITY MEDICAL ASSOCIATES - LA CLINICA PRESTON, NHC'S FIRST 100% BILINGUAL PRACTICE, OPENED IN 2021 IN OKOLONA WITH STAFF AND PROVIDERS WHO UNDERSTAND THE UNIQUE CONCERNS OF LOUISVILLE'S LATINX COMMUNITY AND FAMILIES. AFTER 18 MONTHS NHC CAME TO THE CONCLUSION THAT THEY NEEDED A LARGER OFFICE TO ACCOMMODATE AT LEAST FOUR PROVIDERS. THOUGH TRANSLATION SERVICES HAVE ALWAYS BEEN AVAILABLE AT NHC FACILITIES, AN OFFICE EQUIPPED WITH TRUSTED EMPLOYEES WHO BRIDGE LANGUAGE AND CULTURE GAPS IS A WAY TO IMPROVE CARE FOR THE GROWING LATINX COMMUNITY. THERE ARE RADIATION ROOMS AT LA CLINICA PRESTON, AS WELL AS COMPLETE SAMPLE TESTING PRIVACY. IN THE HALLWAYS, SPANISH IS DISPLAYED FIRST ON EVERY LABEL. THE ULTIMATE GOAL IS TO IMPROVE HEALTH OUTCOMES. IN 2024 LA CLINICA PRESTON IS HOME TO NINE HEALTH CARE WORKERS RANGING FROM PROVIDERS TO MEDICAL ASSISTANTS AND X-RAY TECHNOLOGISTS WITH A STRONG INTEREST IN THE UNDERSERVED HISPANIC COMMUNITY. LOUISVILLE NOW HAS A SIGNIFICANT HISPANIC POPULATION AND THE PRACTICE NOW HAS TWO PROVIDERS AND SEE 50 PATIENTS DAILY. IN 2024 THE PRACTICE IS RECEIVING SEVEN TO 10 NEW PATIENTS EVERY DAY. NHC HISPANIC HEALTH FAIR IS HOSTED BY NORTON PREVENTION & WELLNESS TO PROVIDE HEALTH SCREENINGS AND RESOURCES. THE HISPANIC HEALTH FAIR IS LOCATED AT ST. RITA CATHOLIC CHURCH AND PROVIDES FREE HEALTH SCREENINGS, EDUCATIONAL AND COMMUNITY RESOURCES, AND FAMILY FRIENDLY ACTIVITIES FOR THE HISPANIC/LATINX COMMUNITY. NHC'S COMMUNITY HEALTH NEEDS ASSESSMENT INCLUDED A PRIORITIZATION PROCESS TO RANK IDENTIFIED NEEDS AND ISSUES BASED ON PERCEPTION OF THE COMMUNITY, SECONDARY RESEARCH AND HOW THE ISSUES ALIGN WITH NHC'S MISSION, VISION, VALUES AND STRATEGIC PRIORITIES. IDENTIFIED NEEDS WERE CATEGORIZED INTO FOUR CATEGORIES: HEALTH CONDITIONS, ACCESS TO CARE, BEHAVIORAL CONDITIONS AND SOCIOECONOMIC/DEMOGRAPHIC NEEDS. NHC EXECUTIVE LEADERSHIP AND THE COMMUNITY BENEFIT COMMITTEE OF THE BOARD OF TRUSTEES IDENTIFIED AREAS IN THE BEHAVIORAL AND SOCIOECONOMIC CATEGORIES WHERE NHC CAN MOST EFFECTIVELY FOCUS ITS RESOURCES TO HAVE SIGNIFICANT IMPACT. THOSE AREAS OF FOCUS ARE: SUBSTANCE USE, OBESITY, MENTAL HEALTH, POOR NUTRITION, HEALTH DISPARITIES, HEALTH LITERACY, LANGUAGE BARRIERS AND TRUST IN THE HEALTH CARE SYSTEM. NEEDS THAT WERE IDENTIFIED BUT ARE CURRENTLY NOT AN AREA OF FOCUS FOR NHC ARE HOME CRIME AND SAFETY CONCERNS, HOUSING INSECURITY, AND POVERTY LEVELS. THESE FALL OUTSIDE OF THE CURRENT CORE COMPETENCIES OF THE ORGANIZATION AND THEREFORE ARE NOT ADDRESSED DIRECTLY IN OUR COMMUNITY HEALTH NEEDS IMPLEMENTATION STRATEGIES. NHC HAS A DESIRE TO CONTINUE PROVIDING CLINICAL PROGRAMS AND SERVICES TO MEET COMMUNITY NEEDS WHILE ALSO PURSUING CONTINUOUS IMPROVEMENT IN EXISTING AND FUTURE PROGRAMS TO IMPROVE THE OVERALL HEALTH OF THE COMMUNITY WE SERVE.
Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - All Hospitals. Other eligibility criteria in addition to the criteria answered above would include as described in the Financial Assistance Policy: * The patient does not qualify for subsidized coverage of government assistance such as Disproportionate Share Hospital, Children's Health Insurance Program, Medicaid, Medicaid Managed Care Organization, or Hoosier Healthcare. * To be eligible for assistance for non-emergent Medically Necessary Care, a patient (or that patient's guarantor) must be a resident of Kentucky, Indiana, Tennessee, Ohio, or Illinois. This residency requirement does not apply to emergency care.
Schedule H, Part V, Section B, Line 16 Facility A, 1 Facility A, 1 - ALL HOSPITALS. See response to Part VI, Line 3; Patient education of eligibility for assistance.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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?0
Name and address Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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, Line 7, Input 7 STATE FILING OF COMMUNITY BENEFIT REPORT Not required at this time by Commonwealth of Kentucky.
Schedule H, Part I, Line 6b Community Benefit Report The annual community benefit initiative report is for all five hospitals in Norton Hospitals, Inc.'s (NHI) and is contained in the report prepared by NHI's parent corporation, Norton Healthcare, Inc.
Schedule H, Part VI, Line 5 Promotion of community health pt 1 In 2023 Norton Hospitals Inc. (NHI) had a total of 1,907 licensed beds: Norton Audubon Hospital (Audubon), 432 beds; Norton Brownsboro Hospital (NBH), 197 beds; Norton Children's Hospital (NCH), 300 beds; Norton Hospital (Norton), 605 beds; Norton Women's & Children's Hospital (NWCH), 373 beds. These five hospitals operate 24 hours a day, seven days a week. NHI extends medical privileges to all physicians in the community who meet the credentialing qualifications necessary for appointment to its medical staff by specialty. In 2023, NHI's hospitals, diagnostic centers and Norton Cancer Institute (NCI) served 67,543 inpatients and 699,244 outpatients, 261,014 emergency room visits, and 34,907 observation cases. In addition, NHI's operating rooms cared for 16,908 inpatient surgical patients and 41,152 outpatient surgical patients. Additionally, 8,477 babies were delivered at NHI birthing facilities at Norton and NWCH. As part of our commitment to improving the health of our community, NHI provides funding for a wide array of lifesaving and life-enhancing services that benefit the communities we serve. In 2023, under its charity care program, NHI provided free care to 4,407 patients, at a cost of $21.1 million. Also, Norton Healthcare, Inc. (NHC), parent company of NHI, grants a discount from billed charges to any patients who have no access to private health insurance or do not qualify for government assistance or charity care. Under this program, 6,812 patients were provided care at discounted rates. Another contribution to the community was educational support of $76.1 million, primarily to the University of Louisville (UofL) School of Medicine. Community health improvement services totaled $48.0 million and contributions to community groups were $2.3 million. NHC employees donated more than 211,000 hours of community service, a benefit valued at more than $1.5 million in salaries. In addition, many employees self-reported personal volunteer activities. NHC provides programmatic support to the UofL School of Medicine through funding and facilities. During the 2023 calendar year, 206 residents completed clinical rotations in 53 specialties at NHC facilities. NHC applies surplus funds to improvements in facilities and equipment, patient care, medical training, education, and research. Residency programs are part of the $76.1 million in educational support and clinical funding provided to the medical school. NHC's Board of Trustees includes representatives from the community and largest employers in the region that live and work in the NHI's primary service area. Members are neither employees of nor independent contractors with the organization, nor family members thereof. Contributions to the community * NHC employees and physicians gave nearly $844,249 in the 2023-2024 Combined Giving Campaign to help support nonprofit organizations that also are committed to improving the health and well-being of community residents. Supported organizations include WHAS Crusade for Children, Metro United Way, Fund for the Arts, and our own The Children's Hospital Foundation, Inc. (CHF) and Norton Healthcare Foundation, Inc. (NHF). * In 2023, 68 employees helped "raise the roof" on NHC's 18th Habitat for Humanity home at 6421 Hackel Dr. in Louisville, Kentucky. * In 2023, an estimated 1,650 NHC employees donated time and funds to plan, purchase and deliver gifts, food and clothing for the Caring Tree program. The program assisted 840 employees and their 1,789 children by providing for their families at Christmas. * NHC donated 210 syringe pumps to Smiths Medical in 2023. Smiths Medical is a leading global manufacturer of specialty medical devices that provides innovative and lifesaving solutions for the world's healthcare markets. The company specializes in infusion therapy, vascular access, and vital care. * The Institute for Health Equity (IHE), a Part of NHC, was formed in 2020 to address health and racial inequities in our community. The institute's main office, located in The Village @ West Jefferson in the Russell neighborhood of West Louisville, provides community meeting spaces for mental health services, support for chronic disease management, and access to prevention and wellness resources. NHC's community medical directors, all practicing physicians, are rooted within the institute to provide services and health education in communities and neighborhoods with the largest needs. The IHE also serves as a resource for physicians and other caregivers by strengthening knowledge of social drivers of health inequity and advocating for policy changes to improve social determinants of health for underserved populations. * Norton West Louisville Hospital, opening in late 2024, will offer comprehensive services, including adult and pediatric primary care physician offices, emergency room services, inpatient services and outpatient functions. Imaging services, including X-rays and CT scans, will be available, along with specialty services such as women's health, cardiology, neurology and endocrinology. Some physician offices will offer evening hours. This hospital, the first to be built in West Louisville in more than 150 years, will be unlike any other medical facility in that community and will create more than 200 new jobs. The new hospital is part of the Norton Healthcare Goodwill Opportunity Campus, a $100 million investment in West Louisville that will bring a collection of life-enhancing programs and services to one of Kentucky's most underserved communities. The project was announced on Feb. 23, 2022, by NHC, Goodwill Kentucky and Kentucky Gov. Andy Beshear. The groundbreaking ceremony for the campus took place on June 28, 2022.
Schedule H, Part VI, Line 5 Promotion of community health pt 2 Community education and workforce development As one of Kentucky's largest health care systems, NHC has established a culture of continual, lifelong learning. Opportunities are available through our Human Resources Department's Workforce Development team (WD) and our Norton Healthcare Institute for Education & Development (IED). WD encourages continuing education, offers programs to improve job performance and provides financial assistance for educational programs aimed toward key areas of workforce need within the organization. NHC encourages and supports the career goals of employees and their dependents by providing tuition assistance and scholarships, as well as other advancement opportunities. Established in the early 2000s, workforce development has assisted more than 6,000 students with tuition assistance. In 2023, workforce development financially supported nearly 950 students with over $7.6 million in educational assistance programs. * In 2023, the workforce development team provided nearly 1,700 career coaching sessions to employees and students. Each program participant worked directly with a career management coach. Coaches offer services in resume writing, career and education exploration, financial assistance opportunities and interviewing skills. * The accelerated Norton Healthcare Scholars Program, a student loan program for employees and nonemployees, provides educational funding to students interested in pursuing health care-related degrees in key areas of workforce need. It is an affiliation between NHC and over 100 colleges and universities nationally. Since 2014, this program has assisted more than 1,200 graduates continue their careers with NHC. * The Student Nurse Apprenticeship Program (SNAP) is a 12- to 18-month apprentice model led by Norton Healthcare Center for Nursing Practice, a part of Norton Healthcare Institute for Education & Development. Student nurses in the program engage in hands-on learning with an experienced nurse while living the mission of NHC. * In 2018, NHC was one of the founding partners in Jefferson County Public Schools' (JCPS) Academies of Louisville, a strategic pipeline development program established in conjunction with the local public school system. JCPS created an academy model in which students have the opportunity to select career-focused education and earn industry-recognized credentials while in high school. NHC transformed its summer program and previous high school scholarship offerings into a comprehensive internship program for students on the health care academy track. * In 2019, NHC announced a strategic partnership program with UPS and its Metropolitan College program. NHC-UPS Health Care Career Tracks provides a two-plus-two method, splitting a four-year bachelor's degree into two parts. * In 2019, NHC also launched the Surgical Technologist Apprenticeship Program and the Respiratory Therapy Apprentice Program that allow students to work and learn with tuition assistance as they grow their careers with NHC. The Medical Assistant Training Program launched in 2020 with a goal of offering internal training programs to produce quality, prepared medical assistants to introduce into the NHC workforce. Several apprenticeship cohorts run throughout each year. * In 2022, Norton Healthcare Center for Nursing Practice, a part of IED, created the student healthcare assistant employment opportunity. College students enrolled in a health care discipline have the opportunity to learn about providing direct patient care while enrolled in their academic program, with emphasis on schedule flexibility and clinical experience. IED provides learning opportunities to enhance the professional and personal aspects of student and employee growth. It consists of eight centers: Academic & Scholarly Affairs, Allied Health Education, Continuing Medical Education, eLearning & Clinical Documentation Support, Nursing Practice, Philanthropy, Professional Growth and System Nursing & Ancillary Education. Offerings include general enrichment courses, personal and professional development and formal programming, all while honoring NHC's commitment to lifelong learning. A variety of online, hybrid and instructor-led sessions create a unique learning environment for each person's needs. Below are a few highlight examples. * As the first prelicensure registered nurse apprenticeship program in Kentucky, and the first of its kind in the United States, the SNAP is a 12- to 18-month hybrid readiness for nursing practice program developed and led by the Center for Nursing Practice. System-employed student nurses engage in clinical and human skills development through three tiers: culture, clinical and confidence. Graduates of SNAP retain as NHC nurses at 90%, with first-year registered nurse retention at 92%. Of six complete cohorts, 27 SNAP graduates were promoted to formal NHC leadership positions. From SNAP's inception in 2017, to the end of cohort 6 in 2023, SNAP prevented $39+ million in first-year registered nurse turnover costs, decreased registered nurse new graduate orientation length on average two to three weeks, and created a recruitment pipeline for NHC nurses. * Consistency, ease of use and system support drove the 2020 decision to streamline all NHC undergraduate nursing and paramedic clinical placements to the Center for Nursing Practice (CNP). Group and individual learning opportunities are facilitated by the schools of nursing team. On average, this team supports 800+ student encounters per week, six hospital locations, 50+ ambulatory locations, 21 academic institutions, two academic-practice partnerships, joint and dual employee clinical instructor appointments, and dedicated education units. From one academic-practice partnership alone, a 16.2% increase was gained in student graduates to NHC registered nurse position acceptance. * In 2022, the CNP created the student healthcare assistant employment opportunity. System-employed students who are enrolled in a collegiate health care discipline track a core set of competencies to provide patient care within NHC's hospitals. Spanning 13 health care disciplines, the role highlights schedule flexibility, professional accountability and clinical competency, all while directly supporting our patient care needs. In the first five months of 2024, student healthcare assistants averaged 51 FTE per month in patient care support for six of our NHC hospitals. For retention, 71% of eligible student healthcare assistant graduates transition to NHC career positions.
Schedule H, Part VI, Line 5 Promotion of community health pt 3 Norton Faith & Health Ministries Norton Faith & Health Ministries partners with faith communities to weave together health and wellness promotion with intentional care of the spirit. Mentoring, educational resources and networking opportunities are provided to assist health ministry coordinators and faith community nurses in their ministry. In 2023, the department celebrated 20 years of service and engaged in 152 events with faith partners. Initiatives included, but were not limited to: * Promoting whole-person health and wellness, providing health education tools, offering health screenings and providing one-on-one health ministry mentoring. * Coordinating an annual faith leader conference called 'Resources for Faith Leaders: Considerations Following Trauma'. * Sponsoring health ministry networking programs on health education displays, support for those with cancer and holding a special blessing service for faith partners. * Partnering with the Kentucky Heart Disease and Stroke Prevention Task Force to provide cardiovascular assessments, risk-reduction information and education on the blood pressure awareness program. The department continued to serve as a trusted source for health and wellness information by coordinating subject matter experts and speakers for a variety of health topics. It also distributed electronic correspondence to a network of health ministries, a newsletter to 1,400 subscribers, and multiple issues of the "Health Ministries Connection" newsletter to faith communities, NHC employees and more. Pastoral Care Department Chaplains are a vital part of the holistic care provided at NHC. In 2023, staff chaplains worked with chaplains in training through the Clinical Pastoral Education Program, bringing comfort and hope to NHC patients, families and staff 24 hours a day, 7 days a week. The largest growth area for the chaplains was in the outpatient services areas as one of the staff chaplains traveled the region to support staff, participate in support groups and offer education to patients and families. Chaplain referrals and employee resources continue to be regularly highlighted in leadership communications as chaplains offer creative ways to help staff increase resilience and find meaning in their work. Chaplains provided care in nearly 29,000 documented patient encounters, in addition to serving thousands of family members. Some of the many reasons chaplains became involved in the care of patients and families included: * Grief support and facilitation of decision-making at the time of death * Family support for pediatric trauma patients * Conversations about end-of-life decisions and goals of care * Education about and enacting advance directives * Offering religious rituals and literature * Discussing ethical dilemmas * Providing comfort and conversation with patients who were lonely, afraid, conflicted, struggling or celebrating good news Chaplains care for people, regardless of their religious or spiritual backgrounds and beliefs, helping them use and strengthen their spiritual, emotional and relational resources to better cope and to thrive. Through formal and informal staff support efforts, teaching, committee involvement, ethics consultations and many other ways, chaplains are fully integrated into the life of the NHC system. Norton Heart & Vascular Institute Norton Heart & Vascular Institute (NHVI), a part of NHC, is the Louisville area's leading cardiovascular disease prevention and treatment program. Each year, NHVI provides diagnostic, medical, interventional and surgical care for thousands of patients from Kentucky and Southern Indiana. A team of specialists treats patients at NHI's four adult acute-care hospitals in Louisville and numerous diagnostic outpatient and specialty centers throughout Greater Louisville. All four of the hospitals are accredited by the American College of Cardiology's Accreditation Services as Chest Pain Centers. Three of them - Audubon, NBH, and Norton - serve as American Heart Association award-winning regional percutaneous coronary intervention receiving centers. Audubon has been recognized year after year with the American College of Cardiology's HeartCare Center: National Distinction of Excellence accreditation. It is the only hospital in Louisville with this distinction. NHVI offers a nationally recognized advanced heart failure and recovery program, with expertise in the management of end-stage heart failure, mechanical circulatory support implantation and support of patients who require heart transplantation. The NHVI Heart Rhythm Center provides state-of-the-art monitoring and a comprehensive suite of treatment options for all types of heart arrhythmias. Our experienced team of cardiothoracic and vascular surgeons provides surgical capabilities that include ventricular assist device implantation, minimally invasive treatments for atrial fibrillation, cardiac valve repair and replacement, and repair of life-threatening vascular conditions. Vascular surgeons treat the spectrum of arterial and venous disease with both endovascular and open surgical procedures. More information is available at NortonHeartAndVascularInstitute.com Norton Orthopedic Institute Norton Orthopedic Institute (NOI) provides advanced orthopedic care for all bones and joints, and for people of all ages. NOI is made up of board-certified physicians - many of whom are fellowship trained - who work together with therapists, physical rehabilitation specialists, primary care physicians, neurologists, certified athletic trainers and other care providers to offer a full range of multidisciplinary orthopedic services. These specialists practice a team approach in the diagnosis, treatment and rehabilitation of bone and joint conditions and injuries. NOI's hip and knee replacement program has been certified as an Orthopaedic Center of Excellence by DNV, as meeting guidelines of the American Academy of Orthopaedic Surgeons and the American Association of Hip and Knee Surgeons. With locations throughout Greater Louisville, including Southern Indiana, NOI offers several specialty centers focused on providing expertise in general orthopedics, joint replacement, injuries, trauma, pediatrics, oncology, spinal conditions and sports health. Norton Women's Care Norton Women's Care (NWC) offers a complete range of services with an emphasis on caring for the whole person - mind, body and spirit. Services focus on the health and wellness at all stages of life - adolescence, prepregnancy, pregnancy, motherhood, midlife and beyond. More patients choose NWC at Norton and NWCH to deliver their babies than any other facility in the region. Specialty services include full gynecologic care; a pelvic health program; obstetrics, including high-risk pregnancy care; cardio-obstetrics; support from certified nurse midwives and doulas; newborn care with access to Level III and IV neonatal intensive care units; cancer prevention and treatment, including a comprehensive breast health program; a dedicated women's heart and vascular care, education and support program; a bone health program addressing osteoporosis, rheumatology and prevention of other orthopedic diseases; and Norton Women's Mental Health Services for evaluation and treatment of issues including depression, premenstrual dysphoric disorder, infertility and menopause. NWC also offers a variety of educational wellness programs through the Marshall Women's Health & Education Center on the Norton Healthcare - St. Matthews campus. More information is available at NortonWomensCare.com. In 2023, NWC birthing facilities at Norton and NWCH provided care and medical services for 8,477 deliveries. NWC was recognized as High Performing in Adult Maternity Care (Uncomplicated Pregnancy) by U.S. News & World Report.
Schedule H, Part VI, Line 5 Promotion of community health pt 4 Norton Children's Prevention & Wellness Norton Children's Prevention & Wellness is supported by CHF, which raises funds exclusively for the not-for-profit NCH and its sister facilities. Through donations, volunteerism and community support, the foundation is able to provide funding for equipment, new technologies, clinical research, child advocacy and health education for patients, families, medical staff and the community. * Child passenger safety technicians check car and booster seats and also provide car and booster seats at free checkup clinics statewide. In 2023, 650 virtual and in-person car seat checks were completed. Additionally, 90 new child passenger safety technicians were certified on how to properly install car seats. * More than 9,500 third and fourth graders across Kentucky learned about bicycle safety through the NCH Bike Safety Rodeo in 2023. * The Safety City program welcomed over 5,500 second-grade students to learn about bike and pedestrian safety. * In a virtual program, more than 6,200 kindergarten students participated in the 40th annual Building Health Superheroes (BHS) (renamed) event. BHS is designed to teach healthy and safe lifestyle choices for children. This superhero-themed virtual option provides teachers with resources to administer the course, and students graduate as a "healthy superhero" at the conclusion of the class. * NCH's Food Pantries served over 23,000 individuals with food insecurity needs, a more than 10% increase compared to 2022. * Norton Children's Prevention & Wellness (NCPW) provided oral education and supplies to over 1,500 community members. * Virtual classes continued in 2023, serving over 1,000 individuals with prevention and wellness programming. Events included cooking workshops, child safety classes and safe grandparenting classes. * The new Safety Care-a-van program launched and distributed over 500 pieces of safety equipment and educational materials to families. In exchange, over 200 Safety Surveys were collected to help NCPW tailor their programming to community need. * The "Just for Kids" Transport Team transports babies and children from across the region to NCH. Transportation is provided by helicopter and five specially equipped ambulances known as mobile intensive care units. In 2023, 2,904 transportation trips were completed. Kentucky Poison Control Center of NCH NCH is home to the Kentucky Poison Control Center (KPCC). In 2023, the center managed nearly 40,000 individual cases from more than 40,000 calls and provided continued assistance through more than 40,000 follow-up calls to concerned families in all 120 counties in Kentucky, as well as to physicians and other health care providers from every health care facility in the state. The primary mission of the KPCC of NCH is to reduce illness and death from poisoning in Kentucky. The center provides 24/7 free and confidential access to specially trained nurses, pharmacists and physicians who are certified in toxicology. They are specialists in communicating advice to health care professionals, first responders, patients, parents, family members, the general public and the media. Some of the more common calls received involve medications, tobacco products, household cleaning products, plants and personal care items. Calls also are answered about work-related exposures in farming and industry, food poisoning, insect bites and snakebites, and a variety of other potential hazards. On average, the poison control center's hotline at (800) 222-1222 receives more than 40,000 calls annually, 24 hours a day, 365 days a year. Three of every four patients from those calls are successfully managed safely and inexpensively at home, reducing unnecessary emergency room visits and/or shortening hospital stays. More information is available at KYPoisonControl.com. Norton Neuroscience Institute Established in early 2009, Norton Neuroscience Institute (NNI) is the region's leading provider of neurologic care. The multidisciplinary comprehensive program has more than 120 subspecialty fellowship-trained neurosurgeons, neurologists, neuropsychologists and advanced practice providers. These specialists are trained to provide patients and their families with advanced treatment for complex neurologic disorders, including ALS; aneurysms; brain tumors; epilepsy; headache and concussion; memory and dementia disorders, movement disorders, including Parkinson's disease; multiple sclerosis; pediatric neurosurgery; spinal injuries and disorders; stroke; and more. Patients also have access to NNI Cressman Neurological Rehabilitation, which offers advanced technology and specialized services in one location. NNI provides leadership for a regional stroke care network. All four of NHI's adult-service hospitals in Louisville are certified by DNV, with NBH designated as a Comprehensive Stroke Center, representing the highest level of stroke care. In addition, the American Heart Association's Get With The Guidelines program has certified the same four hospitals, with Silver Plus level for Audubon and NWCH, and Gold Plus level for NBH and Norton. NNI is a leader in the region for providing innovative surgery technology, such as NeuroPace, NeuroBlate and ROSA (a robotic surgical assistant) and cutting-edge treatment for brain tumors, including TruBeam and Optune therapies. As part of the comprehensive care provided by NNI, patients and their families have access to support resources to manage their diagnoses through two NNI Resource Centers. The resource centers offer dedicated patient navigators, support groups, exercise programs and extensive educational resources. Norton Prevention & Wellness Norton Prevention & Wellness (NPW) supported by the NHF, which raises funds exclusively for NHI's adult-services hospitals and services. * In 2023, NPW staff provided preventive screenings aboard the NPW Mobile Prevention Center in collaboration with various community partners. Mammograms and wellness exams, including cervical cancer screenings, were provided to 1,567 women. Of those, approximately 13% had not been screened in the past five years and 11% had never had a mammogram. Of the 162 Mobile Prevention Center events, over half took place in underserved communities and over 60% of patients came from medically underserved areas. * Education on cardiovascular health, effects of smoking, prostate health, breast health and women's health, colon health and more was provided to over 7,300 community members at various events, such as health fairs and presentations. * If eligible and interested, participants were offered referrals for a colonoscopy or given an at-home testing kit that they could mail to the lab and later receive their results. Colonoscopy referrals were made for 88 people and 90 people received at-home testing kits. To help eliminate barriers to care, NPW implemented a dedicated phone number, (502) 446-WELL, that links eligible patients to colonoscopy scheduling or requesting in-home tests. * In collaboration with many community partners, staff provided 4,203 health screenings (blood pressure, body mass index, glucose and cholesterol levels) for 2,068 participants in multiple locations throughout Jefferson County and surrounding counties, including in Southern Indiana. New in 2023, HgbA1C screening is now available for participants with abnormal glucose levels. Each participant received education on healthy lifestyle choices, such as diet and exercise. * Over 30 group education/presentations on various health and wellness topics was provided throughout the year, reaching 2,182 participants. * NPW conducted 12 American Lung Association Freedom From Smoking classes in 2023. Nearly half of the attendees reported being tobacco-free. * In 2023, the Get Healthy Walking Club increased by over 2,900 members and reached over 10,400 total members. With a membership card, club members have free access to walk at the Louisville Zoo each day from March through October, from 8 to 9:30 a.m. * In 2023, NPW began offering Hands-Only CPR classes in the community in collaboration with community partners. More than 85 people received this instruction at five events. * NPW was the primary coordinator for the Hispanic Health Fair and the Get Healthy Walking Club Expo, bringing together many vendors and services in one location to serve all ages. * All participants who had abnormal results from any of our health screening events also received navigation assistance with a registered nurse to connect them to resources within NHC or the community, and assist them in overcoming barriers to access care.
Schedule H, Part VI, Line 5 Promotion of Community Health pt5 Norton Healthcare Research Office NHC guides one of the largest portfolios of clinical research of any community health care system in the United States. Originally opened in 2001 as Norton Healthcare Research Office, Norton Research Institute (NRI) is dedicated to conducting high-quality, cutting-edge research that brings new treatments to those who need it most. NRI supports our community's medical providers who are at the leading edge of advancements and discoveries. NRI includes over 300 clinical research professionals providing support for active studies, including translational research, device studies, health outcome studies, biorepository and bench lab research, data collection and Phase 1, Phase 2 and Phase 3 clinical trials. Our portfolio of more than 500 studies stretches over more than 30 specialties across the spectrum of adult care. NRI is focused on conducting research in a manner that protects the rights and well-being of all who participate in clinical trials and is dedicated to upholding ethical standards in our research practices. * Areas of clinical research focus include pediatrics, oncology, cardiology, orthopedics and spine, infectious diseases, neurology, neurosurgery and pulmonology. * The pediatric research portfolio through Norton Children's Research Institute, affiliated with the UofL School of Medicine, is critical to the mission of the only pediatric hospital in our service area; NCH. * NHC invests significantly in clinical research to benefit our community and patients, and to support clinical science by participating in the development of new clinical interventions (drugs, devices, procedures) that will become generalized and shared with a wide number of patient populations and medical professionals. These new, innovative treatments expand the medical community's knowledge and potentially improve the quality of medical care now and in the future. * In 2023 NHC started building research capacity and infrastructure (including a research laboratory) to address Parkinson's disease, movement disorders and memory disorders. Norton Cancer Institute As the leading provider of cancer care in Louisville and Southern Indiana, NCI's mission is to blend comprehensive treatment and services with compassion, hope and healing for patients and their families. Through a multidisciplinary approach, its team offers patients the latest in treatments and technology focused on cancer prevention, diagnosis, care and survivorship. The institute's specialists cover a broad range of oncology subspecialties, including behavioral, breast medical and radiation, gastrointestinal medical and radiation, genitourinary medical and radiation, gynecologic, head and neck medical and surgical, neurologic, orthopedic, sarcoma and connective tissue medical, and thoracic medical and radiation oncology, as well as cancer genetics, hematology and oncologic dermatology. NCI offers state-of-the-art medical, surgical and radiation therapies, including minimally invasive robotic surgery, stereotactic radiosurgery (Novalis Tx and TrueBeam STx) and advanced brachytherapy. Patients have access to groundbreaking research through its participation in dozens of innovative NCI and industry-sponsored clinical trials. Extensive educational, physical and emotional support services, including support groups, seminars, art and music therapy, massage therapy, yoga and nutritional counseling are available through five NCI Resource Centers. NCI is designated by the American College of Surgeons Commission on Cancer as the only accredited Integrated Network Cancer Program in Kentucky. More information is available at NortonCancerInstitute.com. Community support from our foundations In 2023, the Children's Hospital Foundation and Norton Healthcare Foundation raised $30.9 million in support of care at NCH and its sister facilities, and NHC's adult-service facilities. Grants totaling more than $24.5 million were invested in NHC facilities to improve access to care and spur innovation in services. The grants supported a wide range of initiatives to expand workforce, enhance facilities, establish new programs and provide advanced facilities. * Creation of the Norton Children's Autism Center playground * Vans for neonatal-pediatric mobile outreach and Norton Children's Medical Group cardiology outreach * The Heel, Dog, Heal facility dog program across Norton Healthcare facilities, including 12 trained dogs and their handlers * Transition to Adult Diabetes Program at Wendy Novak Diabetes Institute * Creation of NRI * Equipment for Norton Healthcare Bioskills Lab * Norton eCare School Telehealth * Expressive therapists for NCI Pat Harrison Resource Center * Norton Women's Doula Program
Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care Norton Hospitals, Inc. has a policy where we discount charges for all self-pay patients with no insurance coverage regardless of income qualifications. Because of this policy, we responded "No" to line 3b in that we do not utilize federal poverty guidelines for providing discounted care.
Schedule H, Part I, Line 6a Community benefit report prepared by related organization Norton Healthcare, Inc.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance The costing methodology used to calculate the community benefit expenses was to calculate the cost by hospital location (five separate locations under one Medicare provider number). The cost was determined based on a specific location cost to charge ratio. The cost used in the calculator was reduced by provider taxes, Graduate Medical Education expenses, and other costs. The adjusted cost to charge ratio was then multiplied times the gross charges for qualified financial assistance charges, Medicaid, and the state Disproportionate Program (other means tested government program) to obtain the specific community benefit expense. Cost of Health Improvement and Community Benefit Programs, Health Education, Research Programs, some Subsidized Health Services, and Donations are stated at actual cost. The cost of these items are tracked throughout the general ledger process and through other accounting software.
Schedule H, Part II Community Building Activities NORTON HOSPITALS, INC. (NHI) SUPPORTED OVER 300 COMMUNITY ORGANIZATIONS WITH LEADERSHIP SUPPORT WHICH INCLUDED OVER 211,000 HOURS AND OVER $1.5 MILLION IN SALARIES. NHI REPRESENTATIVES SERVED ON A VARIETY OF NONPROFITS AND GOVERNMENT AGENCIES THAT HELPED IMPROVE ACCESS TO HEALTH SERVICES, ENHANCED THE HEALTH OF THE COMMUNITY, ADVANCED MEDICAL AND HEALTH CARE KNOWLEDGE, AND RELIEVED OR REDUCED THE BURDEN OF GOVERNMENT OR COMMUNITY EFFORT. NHI'S PURPOSE IS TO PROVIDE QUALITY HEALTH CARE TO ALL THOSE WE SERVE, IN A MANNER THAT RESPONDS TO THE NEEDS OF OUR COMMUNITIES AND HONORS OUR FAITH HERITAGE. OUR COMMUNITY BENEFIT INITIATIVE ALIGNS WITH OUR MISSION TO PROMOTE THE HEALTH OF THE COMMUNITY THROUGH SERVICE ON LOCAL BOARDS, ADVISORY COUNCILS AND VOLUNTEERING. NHI EMPLOYEES REPRESENT NHI ON MANY COMMUNITY BOARD POSITIONS THAT HELP TO ENHANCE THE COMMUNITY INCLUDING THE AMERICAN RED CROSS, GREATER LOUISVILLE INC. BOARD, THE CENTER FOR WOMEN AND FAMILIES, HABITAT FOR HUMANITY, UNITED WAY OF KENTUCKY, THE AMERICAN HEART ASSOCIATION, THE RONALD MCDONALD HOUSE, AND MANY MORE. NHI HAS A RICH CULTURAL HISTORY OF PROVIDING COMMUNITY SUPPORT AND NHI EMPLOYEES ARE PASSIONATE ABOUT SERVING OTHERS AND PROMOTING THE HEALTH OF OUR COMMUNITY.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount FOR FINANCIAL STATEMENT PURPOSES, NORTON HEALTHCARE HAS ADOPTED ACCOUNTING STANDARDS UPDATE NO. 2014-09 (TOPIC 606). IMPLICIT PRICE CONCESSIONS INCLUDES BAD DEBTS. THEREFORE, BAD DEBTS ARE INCLUDED IN NET PATIENT REVENUE IN ACCORDANCE WITH HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NO. 15 AND BAD DEBT EXPENSE IS NOT SEPARATELY REPORTED AS AN EXPENSE. THE AMOUNT REPORTED ON PART III, LINE 3 IS THE ESTIMATED COST OF BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER NORTON HOSPITAL'S FINANCIAL ASSISTANCE POLICY ON A GROSS BASIS.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology The method used to determine the amount that reasonably could be attributable to patients who likely would qualify for financial assistance under our financial assistance policy is based on our outside vendor's experience with qualifying accounts as financial assistance. Medassist Firstsource, our outside vendor, screens all self-pay accounts and based on an initial screening, will classify the account as probable financial assistance. If the accounts appear to meet Norton Hospitals, Inc.'s (NHI) financial assistance program guidelines, these accounts are then required to submit the necessary documentation to ultimately be classified as a financial assistance account. Based on all accounts that are classified as probable financial assistance by Medassist Firstsource and their experience with getting accounts qualified as financial assistance, it is estimated that 18% of those accounts classified as probable financial assistance and which do not submit the required documentation would qualify as a NHI financial assistance account. The estimated cost of accounts that are estimated to qualify for our financial assistance programs is calculated based on gross charges for accounts for the year that are probable but do not submit the necessary documentation multiplied times our cost to charge ratio times the 18% estimated conversion factor.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote In accordance with accounting guidance, bad debt is no longer an expense, but is included as a reduction in net patient service revenue. The following paragraph per the audited financial statements (page 19, second paragraph) discusses the handling of patient deductible and coinsurance not paid by patients; Generally, patients who are covered by third-party payors are responsible for patient responsibility balances, including deductibles and coinsurance, which vary in amount. The Corporation estimates the transaction price for patients with deductibles and coinsurance based on historical experience and current market conditions. The initial estimate of the transaction price is determined by reducing the standard charge by any explicit price concessions, discounts, and /or implicit price concessions. Subsequent changes to the estimate of the transaction price are generally recorded as adjustments to net patient service revenue in the period of change.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The costing methodology used to determine the Medicare allowable cost was based on the Medicare principles used in completing the Medicare cost report. All cost reported came from the Medicare cost report. Norton Hospitals, Inc. (NHI) accepts all Medicare patients with the knowledge that there may be shortfalls and operates to promote the Health of the community. NHI believes that any Medicare shortfall should be treated as a Community Benefit because Medicare does not typically fully compensate NHI for the cost of providing hospital care to Medicare beneficiaries.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance After the patient's initial screening for financial assistance, if it is believed that the patient qualifies for financial assistance; Norton Hospitals Inc. will not start collection efforts pending the patient submitting the necessary information to document meeting the financial assistance qualifications. If the patient submits the necessary documentation within a reasonable time period, then there will not be any collection efforts made to collect any amount from the patient. The patient may receive a statement/bill reflecting the amount due through the financial assistance application process pending the patient's financial assistance application, but there will be no collection efforts. Only after an attempt is made to contact the patient to obtain the necessary documentation for completing the financial assistance application and the patient not responding will collection efforts begin. There is ongoing effort throughout the collection process to screen for Medicaid eligibility, Disproportionate Share Hospital, and the need for providing financial assistance applications to patients. When a patient is approved for financial assistance, their account balance is written off.
Schedule H, Part V, Section B, Line 16a FAP website A - Norton Hospital: Line 16a URL: WWW.NORTONHEALTHCARE.COM/FAP;
Schedule H, Part V, Section B, Line 16b FAP Application website A - Norton Hospital: Line 16b URL: WWW.NORTONHEALTHCARE.COM/FAP;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - Norton Hospital: Line 16c URL: WWW.NORTONHEALTHCARE.COM/FAP;
Schedule H, Part VI, Line 2 Needs assessment NEEDS ASSESSMENT NORTON HOSPITALS, INC (NHI) REGULARLY AND CONSISTENTLY EVALUATES WORKFORCE AND COMMUNITY HEALTH CARE NEEDS THROUGH PARTNERSHIPS WITH LOCAL HEALTH DEPARTMENTS, EMERGENCY MEDICAL SERVICES, LOCAL AND STATE UNIVERSITIES, KENTUCKIANA WORKS, AND THE WORKFORCE INVESTMENT BOARD FOR THE SEVEN COUNTY REGION SURROUNDING LOUISVILLE. PARTNERSHIPS WITH THESE ORGANIZATIONS, ALONG WITH NOT-FOR-PROFIT HEALTH CARE ORGANIZATIONS SUCH AS THE AMERICAN CANCER SOCIETY, AMERICAN HEART ASSOCIATION AND OTHERS, ALSO PROVIDE NHI IMPORTANT STATISTICS AND DATA TO USE IN EVALUATING COMMUNITY ACCESS TO HEALTH CARE SERVICES AND HEALTH CARE DISPARITIES. ADDITIONALLY, NHI ACCESSES DATA FROM ORGANIZATIONS SUCH AS THE CENTER FOR DISEASE CONTROL AND THE UNITED STATES CENSUS BUREAU TO ASSESS AREAS OF GREATEST ANTICIPATED POPULATION GROWTH AND LOW-INCOME AREAS, BOTH OF WHICH MAY BE IN GREATEST NEED FOR PREVENTION EDUCATION, FREE SCREENINGS AND ACCESS TO HEALTH CARE. NORTON HEALTHCARE, INC. (NHC), THE PARENT COMPANY of NHI, CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) FOR ALL FIVE HOSPITALS. THE CHNA DEFINED THE PATIENT SERVICE AREA BY PATIENT ORIGIN FOR INPATIENT STAYS, DEMOGRAPHIC, SOCIOECONOMIC, POPULATION, AND OTHER HEALTH RELATED INDICATORS UTILIZED TO PROVIDE INFORMATION ON THE HEALTH STATUS OF THE COMMUNITY. COMMUNITY INPUT WAS PROVIDED THROUGH PROVIDER AND COMMUNITY INTERVIEWS, TARGETED FOCUS GROUPS AND A COMMUNITY HEALTH SURVEY. HEALTH NEEDS WERE PRIORITIZED AND ADDRESSED BASED ON HEALTH STATUS FINDINGS AND COMMUNITY INPUT. THE CHNA IS A COMPONENT OF THE ORGANIZATIONS STRATEGIC PLANNING PROCESS AS RESOURCES ARE NECESSARY TO IMPLEMENT STRATEGIES OUTLINED FOR PRIORITIES IDENTIFIED. THE NHC BOARD OF TRUSTEES AS WELL AS THE LEADERSHIP OF NHC AND HOSPITAL CHIEF ADMINSTRATIVE OFFICERS HAVE APPROVED THE ASSESSMENT AND IMPLEMENTATION PLAN.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Signage is posted in all Norton Healthcare, Inc. (NHC) hospital facilities, including the admission area and emergency room, providing information on the ability to apply for financial assistance and to seek help in paying your bill. The signage is translated in five languages and all languages are contained on the same poster. The languages are: English, Spanish, Vietnamese, Croatian, and Arabic. At the time of registration, the Patient Access/Registration department discusses with the patient the financial assistance/charity options, guidelines, and provides assistance as needed in filling out a financial assistance application and answering questions. The patient may also be referred to the NHC eligibility vendor for assistance at no cost to the patient/guarantor. Additional questions from the patient/guarantor can be facilitated through the NHC Single Billing Office (SBO) area, Customer Service, and NHC vendors. NHC has created a number of different options for the patient/guarantor to supply the information/application for financial assistance to NHC. Those various methods of delivery include: in person, by mail, by fax, on-line application submission via the website, and by specific email address. These various options are publicized and made known to the patient. In 2023 statements mailed to the guarantors by Norton Hospitals, Inc. (NHI) contained information to start the financial assistance application process. NHI employs an outside eligibility vendor, Medassist Firstsource. All self-pay accounts for the facilities are placed for eligibility screening with Medassist Firstsource. They screen for NHC financial assistance, Medicaid, Medicaid Managed Care organizations, presumptive eligibility, and Disproportionate Share Hospital/Kentucky Children's Health Insurance Program (DSH/KCHIP). In addition, they may provide education and referral assistance to the appropriate county/state departments for food stamps, rent assistance, heating assistance, etc. The process of completing the application is often performed by Medassist Firstsource. They protect filing deadlines by submitting the appropriate forms to the state/county. They follow up to secure proof of income documents for Norton financial assistance and follow up with a state caseworker as needed. Medassist Firstsource also makes outside field calls or home visits to the patients to secure the needed information for eligibility assistance if the patient is homebound. Additionally, Medassist Firstsource may provide assistance with patient transportation needs so that the patient can make their scheduled appointments with their caseworker. All of the services provided by Medassist Firstsource eligibility are at no cost to the patient. Cost to the hospitals for these eligibility and enrollment services was in excess of $5,755,000 in 2023. NHI has a staff of 11 full-time employees including a supervisor that are dedicated to performing the following functions: processing, reviewing, and approving the hundreds of financial assistance applications received each week. Additionally, some of those employees make out-bound calls to solicit financial assistance information needed to process the patient's application. Financial assistance for Norton financial assistance is not limited to the self-pay population. Even patients with insurance coverage are encouraged to apply for assistance so their deductible, co-payments, and co-insurance amounts are covered under the various assistance programs. Financial counselors/social workers at the facilities are educated and trained to assist with counseling patients to determine and explain our financial assistance programs. They continue to receive on-going education throughout the entire year regarding eligibility changes and additions for Norton financial assistance, DSH/KCHIP, Medicaid, Medicaid Managed Care organization, presumptive eligibility, etc. As the foundation office receives inquiries directed to their office, they refer these individuals to Patient Financial Services (PFS) to screen for possible Norton financial assistance or The Children's Hospital Foundation, Inc. (CHF) funding. If a child's account does not qualify for Norton financial assistance, that account is referred to management of PFS for consideration for special funding through CHF. Charity information was provided on the back of the SBO statement. NHI ensures that all patients were made aware of financial assistance regardless of where the patient's account may have been in the collection cycle. Even if the patient/guarantor had not previously availed themselves of the opportunity to apply for financial assistance and decided they will now cooperate, NHI then allowed the patient/guarantor to apply and be approved if they met the qualifications. Financial assistance notifications and applications were made available to the patient/guarantor via telephone, face to face meetings, website, mail, electronically, etc. Primary collection agencies chosen by NHI include with their initial placement letter an insert of a copy of a financial assistance application for the guarantor to complete. Calls resulting from notification correspondence sent by the collection agencies may be routed to Spanish-speaking Customer Service representatives or patient/guarantors may also request an interpreter service to assist in facilitating information regarding financial assistance. NHI has translated the full financial assistance policy, financial assistance applications, billing and collection policy and the plain language summary into five languages: English, Spanish, Vietnamese, Croatian, and Arabic. NHI's Customer Service department routinely instructs and screens patients in the protocol regarding financial assistance through the Norton financial assistance program. Since 2007, NHI has offered at the time of final billing all true hospital self-pay patients a significant discount off of the total charges that were reflected on their monthly statements and the amount due. Contracted collection agencies are required to solicit financial assistance applications when the patient/guarantor indicates "cannot pay". The statement provided by NHI in 2023 included the link to the NHC website to allow the patient/guarantor to learn more about financial assistance. The statement backer also included a QR code that connects the patient to our financial assistance webpage where the patient can apply online or download an application. The statement backer also provided instructions on where the patient can send their completed application; options include mailing, faxing, or bringing the application directly to the facilities, or emailing the form to PFS. The statement also included a phone number to call to learn more about the application process and discuss financial assistance options.
Schedule H, Part VI, Line 4 Community information PRIMARY SERVICE AREA NORTON HOSPITALS INC.'S (NHI) PRIMARY SERVICE AREA POPULATION IS OVER 1.5 MILLION AND EXPECTED TO INCREASE 2% BETWEEN 2024 AND 2029. IN 2023, THE PRIMARY SERVICE AREA INCREASED FROM A 16 COUNTY AREA TO AN AREA INCLUSIVE OF 17 COUNTIES, 5 OF WHICH ARE LOCATED ALONG THE OHIO RIVER BORDER IN KENTUCKY, 5 BORDER THE RIVER IN INDIANA, AND INCLUDES 5 ADDITIONAL KENTUCKY COUNTIES AND 2 ADDITIONAL INDIANA COUNTIES THAT DO NOT BORDER THE OHIO RIVER. 94% OF NHI'S PATIENTS ARE DERIVED FROM THIS SERVICE AREA. APPROXIMATELY 33% OF THE POPULATION IS OVER 55 YEARS OLD; COMPARED TO 30% IN THE USA. THIS PORTION OF THE POPULATION TENDS TO USE ADDITIONAL HEALTHCARE SERVICES. THE PEDIATRIC POPULATION IN 2024 WAS ESTIMATED AT 340,459 AND IS EXPECTED TO DECREASE TO 334,383 WITHIN 5 YEARS AND REPRESENTS 21% OF THE POPULATION. THE NUMBER OF HOUSEHOLDS IN THE PRIMARY SERVICE AREA WAS ESTIMATED AT 630,201 IN 2024 AND IS EXPECTED TO INCREASE 2% BY 2029. CURRENTLY 9% OF THE ADULT POPULATION DOES NOT HAVE A HIGH SCHOOL DEGREE AND 16% HAVE A HOUSEHOLD INCOME THAT IS LESS THAN $25,000 A YEAR; THE MEDIAN HOUSEHOLD INCOME IS $72,322 COMPARED TO $74,580 FOR THE UNITED STATES. NHI TREATS 48.6% OF THE ADULT INPATIENT CASES IN THE COMMUNITY AND ITS PAYOR MIX IS 50% MEDICARE, 21% MEDICAID/PASSPORT AND 2% SELF PAY. THE LARGEST COUNTY IN THE SERVICE AREA IS JEFFERSON COUNTY AND ITS MAY 2024 PRELIMINARY NON-SEASONALLY ADJUSTED UNEMPLOYMENT RATE WAS 4.2% COMPARED TO 4.5% FOR KENTUCKY AND 4.1% FOR THE UNITED STATES. NHI'S PRIMARY SERVICE AREA HAS ADEQUATE ACCESS TO HOSPITAL CARE, WITH OVER 3,200 INPATIENT SHORT-TERM ACUTE CARE BEDS IN JEFFERSON COUNTY ALONE, 1,712 (51.7%) OF WHICH ARE PART OF THE NORTON HEALTHCARE SYSTEM. REVIEW OF OCCUPANCY RATES FOR EACH HOSPITAL INDICATES THAT THE INPATIENT NEED IS CURRENTLY BEING MET. THROUGH A CERTIFICATE OF NEED (CON) PROCESS, KENTUCKY HAS A STATE HEALTH PLAN THAT REGULATES HEALTH SERVICES PROVIDED. THE CON PROCESS ESTABLISHES CRITERIA BASED ON COMMUNITY NEED IN AN ATTEMPT TO ENSURE THAT UNNECESSARY DUPLICATION OF SERVICES DOES NOT OCCUR. IN JEFFERSON COUNTY 10% OF FAMILIES ARE BELOW THE FEDERAL POVERTY GUIDELINES AS COMPARED TO 12% OF FAMILIES BELOW THE FEDERAL POVERTY LINE IN KENTUCKY. POVERTY IS A KEY DRIVER OF HEALTH STATUS AND CREATES BARRIERS TO ACCESS, INCLUDING HEALTH SERVICES, HEALTHY FOOD CHOICES AND OTHER FACTORS THAT CONTRIBUTE TO POOR HEALTH. CERTAIN SEGMENTS OF THE COMMUNITIES SERVED BY NHI HAVE EXTREME POVERTY. THE WEST SEGMENT OF JEFFERSON COUNTY HAS POVERTY RATES OVER 2.5 TIMES THAT OF KENTUKCY RATES WITH 31% OF FAMILIES LIVING BELOW POVERTY. THE CENTRAL SEGMENT OF JEFFERSON COUNTY HAS POVERTY RATES OF 18% OF FAMILIES LIVING BELOW POVERTY. RESIDENTS OF JEFFERSON COUNTY, KENTUCKY, ACCOUNT FOR APPROXIMATELY 61% OF NHI'S INPATIENT DISCHARGES AND 65% OF NHI'S INPATIENT AND OUTPATIENT CASES COMBINED. ALMOST 65% OF NHI'S PATIENTS ARE FROM JEFFERSON COUNTY, WHICH IS KENTUKCKY'S HEAVIEST POPULATED URBAN AREA. NHI'S PRIMARY SERVICE AREA'S POPULATION IS 75% SUBURBAN, 24% URBAN, AND 1% RURAL. FOUR AREAS WITHIN JEFFERSON COUNTY HAVE BEEN DESIGNATED AS MEDICALLY UNDERSERVED AREAS BY THE HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA). THE HRSA IS THE PRIMARY FEDERAL AGENCY FOR IMPROVING HEALTH CARE FOR PEOPLE WHO ARE ECONOMICALLY AND MEDICALLY VULNERABLE. IT WORKS WITH STATE PARTNERS TO DETERMINE AREAS WITH TOO FEW PRIMARY CARE, DENTAL AND MENTAL HEALTH PROVIDERS AND SERVICES. THERE ARE LIMITED FEDERAL RESOURCES, SO THE DESIGNATION HELPS TO PRIORITIZE AND FOCUS RESOURCES TO AREAS WITH THIS DESIGNATION. SECONDARY SERVICE AREA NHI's SECONDARY SERVICE AREA INCREASED FROM 17 COUNTIES TO 20 COUNTIES IN 2023. NHI's SECONDARY SERVICE AREA POPULATION WAS 555,969 IN 2024 AND IS EXPECTED TO INCREASE 3% BETWEEN 2024 AND 2029. THE SECONDARY SERVICE AREA SPREADS ACROSS 15 KENTUCKY COUNTIES AND 5 INDIANA COUNTIES. THE 55+ AGE COHORT REPRESENTS 32% OF THE SECONDARY SERVICE AREA POPULATION AND IS ABOVE THE 55+ PERCENTAGE IN THE UNITED STATES. THE PEDIATRIC POPULATION IN 2024 WAS ESTIMATED AT 126,040 AND EXPECTED TO SLIGHTLY INCREASE TO 126,617 BY 2029. ALTHOUGH THE PEDIATRIC POPULATION IS EXPECTED TO REMAIN RELATIVELY FLAT (LESS THAN 1% GROWTH), THERE IS A NEED FOR CHILDREN TO HAVE APPROPRIATE ACCESS TO CARE IN THE RURAL AREAS OF KENTUCKY. THE NUMBER OF HOUSEHOLDS IN THE SECONDARY SERVICE AREA WAS ESTIMATED AT 216,981 IN 2024 AND IS EXPECTED TO INCREASE 3.5% BY 2029. ALMOST 50,000 ADULTS IN THIS SERVICE AREA DO NOT HAVE A HIGH SCHOOL EDUCATION AND THE AVERAGE HOUSEHOLD INCOME IS UNDER $25,000 FOR 20% OF THE POPULATION. THE MEDIAN HOUSEHOLD INCOME IS $61,441, 3% GREATER THAN KENTUCKY AND 15% LESS THAN THE PRIMARY SERVICE AREA AVERAGE HOUSEHOLD INCOME. NHI'S SECONDARY SERVICE AREA'S POPULATION IS 67% SUBURBAN, 24% URBAN, AND 9% RURAL.
Schedule H, Part VI, Line 6 Affiliated health care system Norton Healthcare, Inc. (the controlling company) (NHC) and its affiliates, including Norton Hospitals, Inc., Norton Properties, Inc., Community Medical Associates, Inc., The Children's Hospital Foundation, Inc., Norton Healthcare Foundation, Inc., and Norton Enterprises, Inc. operate in the Louisville, Kentucky metropolitan area and the operations of the affiliated healthcare system include 1,907 licensed beds, over 300 physician practice locations, and 18 Norton Immediate Care Center locations, and other ancillary health care services. Norton Healthcare - Indiana, Inc. is an affiliate of NHC and operates Norton King's Daughters' Hospital in Madison IN, Norton Clark Hospital in Jeffersonville, IN, and Norton Scott Hospital in Scottsburg, IN. Norton King's Daughters' Hospital has 86 licensed beds and 8 physician practices and other ancillary health care service locations. Norton Clark Hospital has 236 licensed beds and includes two medical office buildings and an outpatient surgery center. Norton Scott Hospital is a 25 bed critical access hospital.
Schedule H (Form 990) 2023
Additional Data


Software ID: 23017437
Software Version: 2023v5.1
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Norton Hospitals Inc
 
Employer identification number

61-0703799
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 on 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 on 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
Yes
 
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
Yes
 
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) 2023

Schedule J (Form 990) 2023
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, 1099-MISC compensation, and/or 1099-NEC (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
1Russell F Cox
 
President & CEO/Trustee
(i)

(ii)
0
-------------
1,548,059
0
-------------
816,092
0
-------------
704,388
0
-------------
378,897
0
-------------
38,209
0
-------------
3,485,645
0
-------------
117,699
2Robert B Azar
 
Sr VP Chief Legal Officer/Secretary
(i)

(ii)
0
-------------
630,680
0
-------------
266,833
0
-------------
124,071
0
-------------
150,278
0
-------------
19,598
0
-------------
1,191,460
0
-------------
0
3Michael W Gough
 
Exec VP and COO
(i)

(ii)
0
-------------
1,046,012
0
-------------
510,862
0
-------------
266,134
0
-------------
260,502
0
-------------
28,330
0
-------------
2,111,840
0
-------------
0
4Adam Kempf
 
Sr VP, CFO/Treasurer
(i)

(ii)
0
-------------
755,209
0
-------------
281,470
0
-------------
105,026
0
-------------
175,860
0
-------------
47,203
0
-------------
1,364,768
0
-------------
63,188
5Andrew Strausbaugh
 
Former Hospital CAO
(i)

(ii)
-4,684
-------------
0
98,648
-------------
0
349,310
-------------
0
24,351
-------------
0
26,285
-------------
0
493,910
-------------
0
33,789
-------------
0
6Matthew Ayers
 
Hospital CAO
(i)

(ii)
365,453
-------------
0
131,042
-------------
0
58,629
-------------
0
77,340
-------------
0
28,922
-------------
0
661,386
-------------
0
34,916
-------------
0
7Karen Donahue
 
Division VP Finance
(i)

(ii)
306,931
-------------
0
81,984
-------------
0
72,399
-------------
0
65,587
-------------
0
28,491
-------------
0
555,392
-------------
0
0
-------------
0
8Joseph Flynn DO
 
CAO NMG - Physician -in-Chief NCI
(i)

(ii)
670,131
-------------
0
227,675
-------------
0
239,474
-------------
0
126,680
-------------
0
30,668
-------------
0
1,294,628
-------------
0
150,051
-------------
0
9Charlotte Ipsan
 
Hospital CAO
(i)

(ii)
479,845
-------------
0
199,803
-------------
0
84,559
-------------
0
123,459
-------------
0
29,650
-------------
0
917,316
-------------
0
37,072
-------------
0
10Emmett Ramser
 
Hospital CAO
(i)

(ii)
127,633
-------------
0
122,323
-------------
0
291,001
-------------
0
61,192
-------------
0
47,765
-------------
0
649,914
-------------
0
32,304
-------------
0
11Muneeb Choudry MD
 
Physician
(i)

(ii)
222,718
-------------
0
969,806
-------------
0
50,497
-------------
0
21,589
-------------
0
22,136
-------------
0
1,286,746
-------------
0
0
-------------
0
12Shawn Glisson MD
 
Physician
(i)

(ii)
886,981
-------------
0
577,264
-------------
0
38,715
-------------
0
18,479
-------------
0
41,866
-------------
0
1,563,305
-------------
0
0
-------------
0
13Joseph Maly MD
 
Physician
(i)

(ii)
842,417
-------------
0
573,668
-------------
0
36,150
-------------
0
12,100
-------------
0
47,746
-------------
0
1,512,081
-------------
0
0
-------------
0
14Aaron Spalding MD
 
Physician
(i)

(ii)
982,536
-------------
0
481,693
-------------
0
151,748
-------------
0
20,479
-------------
0
60,357
-------------
0
1,696,813
-------------
0
0
-------------
0
15Paul Tennant
 
Physician
(i)

(ii)
588,086
-------------
0
707,068
-------------
0
2,249
-------------
0
16,500
-------------
0
39,463
-------------
0
1,353,366
-------------
0
0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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 Discretionary spending account DISCRETIONARY SPENDING ACCOUNTS ARE TREATED AS TAXABLE COMPENSATION. THE ORGANIZATION PROVIDES A DISCRETIONARY SPENDING ACCOUNT FOR ELIGIBLE NORTON HEALTHCARE, INC. (NHC) EXECUTIVES, EFFECTIVE OCTOBER 1, 2007. NHC PROVIDES BENEFITS TO ITS IDENTIFIED EXECUTIVE STAFF TO PROVIDE A TOTAL COMPENSATION PACKAGE THAT IS COMPETITIVE WITH THE MARKET AND WHICH CONFORMS TO THE PHILOSOPHY AND GUIDELINES SET OUT BY THE BOARD OF TRUSTEES, THROUGH THE EXECUTIVE COMPENSATION PHILOSOPHY AND PROGRAMS. THROUGH THE DISCRETIONARY SPENDING ACCOUNT POLICY, EXECUTIVES ARE FREE TO CHOOSE WHATEVER BENEFITS THEY FIND MOST USEFUL OR IMPORTANT TO THEM AND NHC DOES NOT REIMBURSE FOR THE COST OF THOSE BENEFITS, AS THEY ARE PART OF THE DISCRETIONARY SPENDING ACCOUNT. THE INTERESTED PERSONS LISTED BELOW RECEIVED THE BENEFIT OF A DISCRETIONARY SPENDING ACCOUNT IN 2023: Matthew Ayers Charlotte Ipsan Joseph Flynn Emmett Ramser Karen Donahue
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation NORTON HEALTHCARE INC (NHC) EIN 61-1028725 IS THE PARENT ORGANIZATION FOR NORTON HOSPITALS, INC. AND THEREFORE ESTABLISHES COMPENSATION FOR THE CEO, OFFICERS AND KEY EMPLOYEES THROUGH ENGAGING WITH THE EXECUTIVE COMMITTEE OF NHC; AN INDEPENDENT COMPENSATION CONSULTANT; REVIEW OF OTHER ORGANIZATION'S FORM 990; WRITTEN EMPLOYMENT AGREEMENTS; THIRD PARTY COMPENSATION SURVEYS AND APPROVAL BY THE EXECUTIVE COMMITTEE AND BOARD. SEE NARRATIVE IN SCHEDULE O, REFERENCING PART VI, LINE 15 WHICH FURTHER DESCRIBES THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION.
Schedule J, Part I, Line 4a Severance or change-of-control payment Severance payment was received during 2023 by Key Employee, Andrew Strausbaugh in the amount of $266,290. Other compensation included in Schedule J Column B(iii). Severance payment was received during 2023 by Key Employee, Emmett Ramser in the amount of $195,686. Other compensation included in Schedule J Column B(iii).
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING INTERESTED PERSONS PARTICIPATED IN OR RECEIVED PAYMENT FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS AS DESCRIBED IN IRC SECTION 457(F). THE INTERESTED PERSONS BELOW MAY HAVE PARTICIPATED IN ONE OR MORE OF THE FOLLOWING PLANS: THE EXECU-PLUS BENEFIT PLAN, DEFINED BENEFIT AND DEFINED CONTRIBUTION RESTORATION PLANS, AND THE PHYSICIAN DEFERRED PLAN. THE "PAY CREDIT" OUTLINED BELOW REPRESENTS A REASONABLE ESTIMATE OF THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLANS; AND THEREFORE, REPRESENTS THE ORGANIZATION'S CONTRIBUTION TO THE VALUE OF THE BENEFITS. NAME - PAY CREDIT Russell F. Cox - $345,765 Michael W. Gough - $228,527 Robert Azar - $127,409 Adam Kempf - $153,943 Matthew Ayers - $56,145 Charlotte Ipsan - $94,302 Joseph Flynn - $110,180 Andrew Strausbaugh - $2,353 Emmett Ramser - $27,625 Karen Donahue - $45,487 THE "PAYMENT RECEIVED" OUTLINED BELOW REPRESENTS CASH PAYMENTS THAT THE EMPLOYEE RECEIVED DURING 2023 AND CAN BE COMPRISED OF CURRENT AND OR PRIOR YEARS EMPLOYEE AND EMPLOYER CONTRIBUTIONS. NAME - PAYMENT RECEIVED Russell F. Cox - $283,857 Michael W. Gough - $114,222 Robert Azar - $68,880 Adam Kempf - $63,188 Matthew Ayers - $34,916 Charlotte Ipsan - $37,072 Joseph Flynn - $212,417 Andrew Strausbaugh - $72,201 Emmett Ramser - $54,108 Karen Donahue - $30,279
Schedule J, Part I, Line 7 Non-fixed payments In 2023, Norton Healthcare, Inc. (NHC) had in place a Variable Compensation Plan for Executives, eligibility under which extended to employees holding a full-time position as Senior Officer, Officer, System Director or other designated Director level position. Under the plan, a variable compensation pool amount is approved by the Board of Trustees. Each participant's performance is evaluated relative to the goals and objectives documented as part of the participant's plan; and an award is determined for the participant, based on achievement of the goals and objectives, subject to the funding of the variable compensation pool. At the end of each year, the Committee on Executive Compensation and Benefits determines an appropriate award for the NHC's President & Chief Executive Officer, and the President & Chief Executive Officer recommends appropriate awards for other senior executives to the Committee on Executive Compensation and Benefits for its review and approval.
Schedule J (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v5.1
Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Norton Hospitals Inc
 
Employer identification number

61-0703799
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 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 the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

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
Total ............... $  
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) 2023
Schedule L (Form 990) 2023
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) JASON NACHAZEL
 
FAMILY MEMBER OF RONALD LEHOCKY, TRUSTEE 94,577 COMPENSATION   No
(2) SARAH A ROBINSON
 
FAMILY MEMBER OF DONALD H ROBINSON, TRUSTEE 81,891 COMPENSATION   No
(3) Lorraine Bouvette
 
Family member of Maria Bouvette, Trustee 68,079 COMPENSATION   No
(4) Laura Hortert
 
FAMILY MEMBER OF EMMETT RAMSER, KEY EMPLOYEE 48,677 COMPENSATION   No
(5) Megan Knights
 
Family member of Emmett Ramser, Key Employee 197,745 Compensation   No
(6) Emma Stumler
 
Family member of Adam Kempf, Officer 85,738 Compensation   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v5.1




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete 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 image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Norton Hospitals Inc
 
Employer identification number

61-0703799
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 ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
X 32,462 Market value
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
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 ( Donated Meals/Gift Cards ) X 2 78,200 Market value
26 Other Right pointing arrow large image ( Quilts ) X 306 45,900 Market value
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 isn't 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 didn't 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) (2023)
Schedule M (Form 990) (2023)
Page 2
Part IISupplemental 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 Clothing and household goods - Toys Number of contributions Other - Donated Meals/Gift Cards Number of contributions Other - Quilts number of items received
Schedule M (Form 990) (2023)

Additional Data


Software ID: 23017437
Software Version: 2023v5.1
SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Norton Hospitals Inc
 
Employer identification number

61-0703799
Return Reference Explanation
Form 990, Part V, Line 2a COMMON PAYING AGENT FOR EMPLOYEES NORTON HEALTHCARE, INC. (NHC) EIN 61-102875 IS THE COMMON PAYING AGENT FOR NORTON HOSPITALS, INC. (NHI) THEREFORE, ALL APPLICABLE IRS TAX COMPLIANCE FILINGS ARE REPORTED BY NHC ON BEHALF OF NHI. NHI HAS APPROXIMATELY 12,838 EMPLOYEES.
Form 990, Part V, Line 1a COMMON PAYING AGENT 1099S NORTON HEALTHCARE, INC. (NHC) EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NORTON HOSPITALS, INC. (NHI) AND THEREFORE, ALL VENDORS, INCLUDING INDEPENDENT CONTRACTORS, ARE PAID AND REPORTED BY NHC ON BEHALF OF NHI. FOR PURPOSES OF PART V, LINE 1, THE NUMBER OF 1099S REPORTED AND FILED FOR 2023 BY NHC FOR NHI WAS 214. NHI HAS 126 INDEPENDENT CONTRACTORS EXCEEDING $100,000 FOR 2023.
Form 990, Part VI, Line 1a Delegate broad authority to a committee THE EXECUTIVE COMMITTEE SHALL POSSESS AND MAY EXERCISE ALL THE POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT AND DIRECTION OF THE BUSINESS AND AFFAIRS OF THE CORPORATION. HOWEVER, THE EXECUTIVE COMMITTEE DOES NOT POSSESS THE AUTHORITY TO DO THE FOLLOWING: A) FILL VACANCIES ON THE BOARD; B) CHANGE THE MEMBERSHIP OF THE EXECUTIVE COMMITTEE; C) MAKE DECISIONS TO MERGE, LIQUIDATE, OR OTHERWISE MAKE DECISIONS OUTSIDE OF THE NORMAL COURSE OF BUSINESS, D) MAKE FINAL DETERMINATIONS OF LONG-TERM POLICY; E) HIRE OF FIRE THE CHIEF EXECUTIVE OFFICER; AND F) AMEND THE ARTICLES OF INCORPORATION OR BYLAWS.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Russell F. Cox, Robert B. Azar, Adam D. Kempf, and Michael W. Gough (Officers, Norton Enterprises, Inc.) - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholders Norton Healthcare, Inc. (EIN 61-1028725) is the sole member of Norton Hospitals, Inc.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Board of Trustees of Norton Healthcare, Inc. appoints the trustees of the organization.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders According to the Articles of Incorporation of the organization, Norton Healthcare, Inc. (NHC) the sole member, possesses all of the rights granted to a member pursuant to law, including the right to elect trustees or directors and approve amendments to the Articles of Incorporation of the organization. NHC also possesses the right to require the organization to (I) provide contributions of funds of the organization to pay all to a portion of the principle of, interest on, and all other payments to become due and owing with respect to any and all indebtedness incurred by NHC, and (II) provide security for such indebtedness.
Form 990, Part VI, Line 11b Review of form 990 by governing body At the October 3, 2024 Norton Healthcare, Inc. (NHC) Finance Committee meeting and at the October 17, 2024 NHC Board of Trustees meeting, the 990s were discussed and committee members and trustees had an opportunity to ask questions. Coinciding with the Finance Committee meeting, electronic copies of the 990s were made available to all members of the Finance Committee and Board of Trustees through the Directors portal site, prior to the filing with the IRS. NHC is the parent of Community Medical Associates, Inc., Norton Hospitals, Inc., Norton Properties, Inc., Norton Healthcare Foundation, Inc., The Children's Hospital Foundation, Inc., Norton King's Daughters' Health, Inc., and Norton Healthcare-Indiana, Inc.
Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ANNUALLY DISTRIBUTING A QUESTIONNAIRE THAT REQUIRES OFFICERS, TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE INTERESTS THAT MAY GIVE RISE TO CONFLICTS. IF A CONFLICT ARISES, THE POLICY PROVIDES PROCEDURES FOR ADDRESSING CONFLICTS TO ENSURE DECISIONS ARE MADE IN THE BEST INTERST OF THE ORGANIZATION.
Form 990, Part VI, Line 15a Process to establish compensation of top management official The Top Management Official is paid by a related organization. Please see the explanation provided for Form 990, Part VI, Line 15B.
Form 990, Part VI, Line 15b Process to establish compensation of other employees The Organization takes all necessary steps to ensure that compensation for all Officers, Directors, and Key Employees is reasonable and appropriate for the services provided to the organization. The Organization provides a total compensation package that is on par with compensation provided by similar organizations and which conforms to the policies and guidelines set out by the Board of Trustees. Norton Healthcare, Inc. (NHC) engages an outside independent compensation consultant, Gallagher, to provide comparability data, including review of other health systems and hospital organizations that have filed Form 990s. For NHC's Officers and Key Employees on total compensation for similar positions at Health Systems and Hospital Organizations similar in size, scope of services, and circumstances. In addition, the Organization participates in third party surveys which provide aggregate, comparative compensation data for Officers and Key Employees in similar positions and similar organizations. Gallagher consultants presented and discussed this comparability data in 2022 for the 2023 compensation review and met in 2023 for the 2024 compensation review with the Executive Committee of the Board of Trustees (Board). The Committee reviewed the Executive Compensation and Benefits Program, determined total compensation for the CEO, and approved compensation for other Officers and Key Employees. The Committee reviewed NHC's Variable Compensation Program and determined appropriate awards for performance relative to goals set for the year. After the Committee determined appropriate compensation and benefits for Officers and Key Employees, the Board approved their total compensation.
Form 990, Part VI, Line 19 Required documents available to the public CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE HERE: HTTPS://NORTONHEALTHCARE.COM/ABOUT-US/FINANCIAL-INFORMATION/. GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC.
Form 990, Part VII, Section A, Line 1a, Column (E) Board Member Stipend Payments Norton Healthcare, Inc. (NHC) and Affiliates (Norton Hospitals, Inc., Community Medical Associates, Inc., Norton Properties, Inc., Norton Healthcare Foundation, Inc., The Children's Hospital Foundation, Inc., Norton King's Daughters' Health, Inc., and Norton Healthcare-Indiana, Inc.) encourages and facilitates Board member attendance at educational programs and conferences on subjects relevant to NHC. NHC's travel policy for Board of Trustees provides that for each Trustee that attends at least one out of town educational conference, a lump sum stipend will be paid to cover unreimbursed travel expense and other miscellaneous expenses associated with conference preparation, attendance or follow up. In compliance with IRS Regulations, NHC provides a Form 1099 to any Trustee that receives a stipend. These amounts have been reported in Part VII on the Form 990 as reportable compensation to the Trustee receiving stipends in 2023.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue AFFILIATION AGREEMENT - Total Revenue: 674328, Related or Exempt Function Revenue: 674328, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances AFFILIATE TRANSFER - -340439;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v5.1
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Norton Hospitals Inc
 
Employer identification number

61-0703799
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











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)NORTON HEALTHCARE INC
ACCOUNTING 224 E BROADWAY 5TH FLOO

LOUISVILLE,KY40202
61-1028725
PROVIDE ADMINISTRATIVE AND SUPPORT SERVICES KY 501(c)(3) Type II NA
 
 
No
(2)COMMUNITY MEDICAL ASSOCIATES INC
ACCOUNTING 224 E BROADWAY 5TH FLOO

LOUISVILLE,KY40202
61-1276316
OPERATES A NETWORK OF PHYSICIAN PRACTICES KY 501(c)(3) 10 NORTON HEALTHCARE INC
 
 
No
(3)NORTON PROPERTIES INC
ACCOUNTING 224 E BROADWAY 5TH FLOO

LOUISVILLE,KY40202
61-1028724
MAINTAIN OFFICE AND PARKING FACILITIES KY 501(c)(3) Type I NORTON HEALTHCARE INC
 
 
No
(4)THE CHILDREN'S HOSPITAL FOUNDATION INC
ACCOUNTING 224 E BROADWAY 5TH FLOO

LOUISVILLE,KY40202
61-6027530
GENERATE FUNDS TO SUPPORT PROGRAMS AND SERVICES KY 501(c)(3) 7 NORTON HEALTHCARE INC
 
 
No
(5)NORTON HEALTHCARE FOUNDATION INC
ACCOUNTING 224 E BROADWAY 5TH FLOO

LOUISVILLE,KY40202
31-0914919
GENERATE FUNDS TO SUPPORT PROGRAMS AND SERVICES KY 501(c)(3) 7 NORTON HEALTHCAREINC
 
 
No
(6)NORTON HEALTHCARE - INDIANA INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR

LOUISVILLE,KY40202
85-0513259
OPERATE HOSPITAL AND OTHER HEALTHCARE FACILITIES IN 501(c)(3) 10 Norton Healthcare Inc
 
 
No
(7)NORTON KING'S DAUGHTERS' HEALTH INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR

LOUISVILLE,KY40202
35-0895832
PROVIDE HOSPITAL SERVICES IN 501(c)(3) 3 NORTON HEALTHCARE - Indiana INC
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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












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) NORTON ENTERPRISES INC

224 E BROADWAY 5TH FLOOR
LOUISVILLE,KY402022025
61-1054301
Invests in partnerships that provide medical services. KY Norton Healthcare Inc
 
C Corporation         No












Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
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
 
No
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
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
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
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
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





Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
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) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v5.1