TY 2023 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) Gerard J Colman PhD...................................................................... CEO & Director	40.00 ................. 1.00	X	X	3,115,807	402,104
(2) Aaron Thompson PhD...................................................................... Director (Through 12/31/23)	1.00 ................. 0.00	X		3,000	0
(3) Alan Redditt...................................................................... Director (Effective 1/1/24)	1.00 ................. 0.00	X		0	0
(4) Bonnie Stith...................................................................... Director	1.00 ................. 0.00	X		3,000	0
(5) Cory Hicks...................................................................... Director (Effective 1/1/24)	1.00 ................. 0.00	X		0	0
(6) Dwain Morris...................................................................... Director	1.00 ................. 0.00	X		3,000	0
(7) Glenn Leveridge...................................................................... Director (Through 12/31/23)	1.00 ................. 0.00	X		3,000	0
(8) Jennifer Thomas...................................................................... Director	1.00 ................. 0.00	X		3,000	0
(9) Kerry M Stemler...................................................................... Director	1.00 ................. 0.00	X		3,000	0
(10) Lewis Diaz...................................................................... Director	1.00 ................. 0.00	X		3,000	0
(11) Linda J Thomas PhD...................................................................... Director	1.00 ................. 0.00	X		3,000	0
(12) Peter E Locken III MD...................................................................... Director (Through 10/23/23)	1.00 ................. 0.00	X		3,000	0
(13) Rev Dr Terry T Lester...................................................................... Director (Through 12/31/23)	1.00 ................. 0.00	X		3,000	0
(14) Robert L Hook Jr...................................................................... Director	1.00 ................. 0.00	X		3,000	0
(15) Tammy Zimmerman...................................................................... Director	1.00 ................. 0.00	X		3,000	0
(16) Victoria Buster...................................................................... Director (Through 12/31/23)	1.00 ................. 0.00	X		3,000	0
(17) William B Shircliff...................................................................... Director	1.00 ................. 0.00	X		3,000	0

(A) Name and business address	(B) Description of services	(C) Compensation
LabCorp 531 South Spring Street Burlington,NC27215	Service Contract	35,081,404
One Anesthesia PLLC 320 Whittington Parkway Louisville,KY40222	Medical Staffing	13,206,939
Northstar Anesthesia of Kentucky LLC 6255 State Highway 161 Irving,TX75038	Medical Staffing	12,547,939
Logans PO Box 643958 Cincinnati,OH45264	Service Contract	11,204,327
Siemens Medical Solutions USA Inc 51 Valley Stream Parkway Malvern,PA19355	Service Contract	9,522,322
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 220

- TIN:

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

Baptist Healthcare System Inc

Employer identification number

61-0444707

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

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:

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.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

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.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

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:

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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

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.

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.

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.

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.

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.

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.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

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)		(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)		(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

Gross receipts from related activities, etc. (see instructions) ..................

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

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

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

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

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

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

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)		(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)		(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.)..

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

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

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

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

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

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

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

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.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

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).

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.

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.

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.

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

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

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described on 11a above?

11b

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

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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.

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.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

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

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

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:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

Baptist Healthcare System Inc

Employer identification number

61-0444707

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 Baptist Healthcare System Inc

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization Baptist Healthcare System Inc		Employer identification number 61-0444707

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 Baptist Healthcare System Inc			Employer identification number 61-0444707
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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:
Software Version:

- TIN:

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 arrow

Go 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

Baptist Healthcare System Inc

Employer identification number

61-0444707

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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

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 arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ...................................................................................................................	Yes No

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

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

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

171,796

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

103,683

Total. Add lines 1c through 1i ....................................................................................................

275,479

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

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
Part II-B, Line 1:	Fees and related expenses paid for lobbyists. Part II-B, Line 1i Lobbying portion of Kentucky Hospital Association, Indiana Hospital Association and American Hospital Association dues, and an allocation of the expenses of Baptist Health staff.

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

Baptist Healthcare System Inc

Employer identification number

61-0444707

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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)? .............................

Yes No

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.

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.

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

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:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

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

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	2,392,547,253	1,633,007,679	1,294,490,555	1,010,115,413	992,510,327
b	Contributions ...	33,363,311	607,959,903	609,337,284	163,135,945	53,107,064
c	Net investment earnings, gains, and losses	248,867,879	191,868,726	-230,907,139	164,798,774	92,353,497
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	608,985,023	38,279,501	37,903,467	41,021,909	125,412,372
f	Administrative expenses ....	1,715,003	2,009,554	2,009,554	2,537,668	2,443,103
g	End of year balance ......	2,064,078,417	2,392,547,253	1,633,007,679	1,294,490,555	1,010,115,413

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

98.500 %

Permanent endowment right arrow

Term endowment right arrow

1.500 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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 .....	136,580,974		136,580,974
b	Buildings ....	1,769,515,380	609,108,004	1,160,407,376
c	Leasehold improvements
d	Equipment ....	1,507,888,789	1,016,489,329	491,399,460
e	Other .....	198,378,410	28,336,354	170,042,056
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,958,429,866

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.)

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.)

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)Other Current Assets				64,882,864
(2)Trustee Funds-Under Bond Indenture				186
(3)Other Investments				4,815,657
(4)ROU Assets - Operating Leases				44,847,821
(5)Third Party Receivable				191,062,974
(6)InterCompany				63,846,743
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				369,456,245

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
Other Liabilities	37,757,572
Estimated Third Party Settlements	48,506,368







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	86,263,940
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

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

Part V, Line 4:

The endowment funds are used to support and enhance patient care at the hospitals, finance capital improvements and provide educational and financial assistance to hospital employees.

Part X, Line 2:

Baptist Healthcare System, Inc. evaluates its uncertain tax positions on an annual basis. A tax benefit from an uncertain position may be recognized when it is more likely than not that the position will be sustained upon examination, including the resolution of any related appeals or litigation processes, based on the technical merit of the position. Baptist has determined that it has no uncertain tax positions that are required to be recorded as of August 31, 2024. Tax years that are open include the years from 2019 to 2022.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. 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
Baptist Healthcare System Inc

Employer identification number

61-0444707

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,	0	0	Investments-Baptist Health Assurance Group	201,071,791
	Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,	0	0	Investments	1,598,005
	East Asia and the Pacific	0	0	Investments	159,506,181
	Europe (Including Iceland & Greenland)	0	0	Investments	141,807,088
	Middle East and North Africa	0	0	Investments	5,423,200
	North America	0	0	Investments	33,371,887
	Russia and Neighboring States	0	0	Investments	1,492,442
	South America	0	0	Investments	7,343,999
	South Asia	0	0	Investments	28,897,284
	Sub-Saharan Africa	0	0	Investments	12,739,582







3a	Sub-total ....	0	0		551,614,593
b	Total from continuation sheets to Part I ...	0	0		41,636,866
c	Totals (add lines 3a and 3b)	0	0		593,251,459

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023

Schedule F (Form 990) 2023

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2023

Schedule F (Form 990) 2023Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2023

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2023

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
Part I, line 3:	Accounting Method - Accrual; Amounts of investments in regions reported.

Schedule F (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

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

Baptist Healthcare System Inc

Employer identification number

61-0444707

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other 30000.0000000000 %

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: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

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.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(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) . . .	83,292,409		83,292,409	2.140 %
b	Medicaid (from Worksheet 3, column a) . . . . .	537,611,701	537,611,701
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	620,904,110	537,611,701	83,292,409	2.140 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	4,887,418		4,887,418	0.130 %
f	Health professions education (from Worksheet 5) . . .	4,585,752		4,585,752	0.120 %
g	Subsidized health services (from Worksheet 6) . . . .	609,343,359	376,086,017	233,257,342	6.010 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	4,495,863		4,495,863	0.120 %
j	Total. Other Benefits . .	623,312,392	376,086,017	247,226,375	6.380 %
k	Total. Add lines 7d and 7j .	1,244,216,502	913,697,718	330,518,784	8.520 %

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
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

23,883,520

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. ......

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

Enter total revenue received from Medicare (including DSH and IME).....

770,370,832

Enter Medicare allowable costs of care relating to payments on line 5.....

934,970,134

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-164,599,302

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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

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?8Name, 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)					Facility reporting group
1	Baptist Health Lexington 1740 Nicholasville Road Lexington,KY40503 www.baptisthealth.com 100101	X	X	X	A
2	Baptist Health Louisville 4000 Kresge Way Louisville,KY40207 www.baptisthealth.com 100451	X	X	X	A
3	Baptist Health Hardin 913 N Dixie Highway Elizabethtown,KY42701 www.baptisthealth.com 100160	X	X	X	A
4	Baptist Health Paducah 2501 Kentucky Avenue Paducah,KY42003 www.baptisthealth.com 100313	X	X	X	A
5	Baptist Health Floyd 1850 State Street New Albany,IN47150 www.baptisthealth.com 17-005040-1	X	X	X	A
6	Baptist Health Corbin 1 Trillium Way Corbin,KY40701 www.baptisthealth.com 100417	X	X	X	A
7	Baptist Health La Grange 1025 New Moody Lane La Grange,KY40031 www.baptisthealth.com 100575	X	X	X	A
8	Baptist Health Richmond 801 Eastern Bypass Richmond,KY40475 www.baptisthealth.com 100322	X	X	X	A

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)

	Baptist Healthcare System Inc
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

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?........................

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...............

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 23

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 .................

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..................................

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. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): https://www.baptisthealth.com

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 24

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): https://www.baptisthealth.com

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

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

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	Baptist Healthcare System Inc
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 300.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

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):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

www.baptisthealth.com

The FAP application form was widely available on a website (list url):

www.baptisthealth.com

A plain language summary of the FAP was widely available on a website (list url):
www.baptisthealth.com

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 6

Part VFacility Information (continued)

Billing and Collections

	Baptist Healthcare System Inc
Name of hospital facility or letter of facility reporting group

Yes

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?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	Baptist Healthcare System Inc
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

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
Part V, Section B	Facility Reporting Group A
Facility Reporting Group A consists of:	- Facility 1: Baptist Health Lexington, - Facility 2: Baptist Health Louisville, - Facility 3: Baptist Health Hardin, - Facility 4: Baptist Health Paducah, - Facility 5: Baptist Health Floyd, - Facility 6: Baptist Health Corbin, - Facility 7: Baptist Health La Grange, - Facility 8: Baptist Health Richmond
Group A-Facility 1 -- Baptist Health Lexington Part V, Section B, line 5:	The Baptist Health Lexington CHNA committee worked closely with a wide variety of community partners and resources to gather, disseminate and prioritize the information needed for the Community Health Needs Assessment. Such a community-driven plan of action engages the public and develops partnerships that help promote wellness and healthier communities. There are numerous health departments in the Baptist Health Lexington service area responsible for the counties Baptist Health Lexington serves. Each health department's community improvement plan was evaluated by the CHNA committee and those initiatives were considered throughout the process of determining the goals for the Baptist Health Lexington Community Health Needs Assessment. The committee also solicited public opinion on community health needs using a survey distributed via social media, on the Baptist Health Lexington website and via email to Baptist Health Lexington patients. Survey responses, coupled with the information from the respective health departments, were considered as primary data. Secondary data obtained from national, state and local demographic and socioeconomic sources was used, including Kentucky vital statistics, disease prevalence studies, outcome measures and health indicators and statistics. The most recent data came from the Robert Wood Johnson County Health rankings, which were published in 2020. Data regarding health outcomes, health behaviors, clinical care availability, socioeconomic factors and physical environment risks for each county in Baptist Health Lexington's service area was analyzed.The Community Health Needs Assessment Committee included senior hospital leadership and specific department directors. The committee reviewed the information gathered through the primary and secondary data sources combined with the information obtained through community partners, and the comprehensive list of community health needs were documented. The committee then prioritized how and where Baptist Health Lexington should concentrate its resources over the next three years to most effectively address these pressing health needs that create hardships for our residents and stress on agencies throughout our communities. The final CHNA and SIP were approved by the administrative Board of Directors of the hospital and by the Baptist Healthcare System Board of Directors.
Group A-Facility 1 -- Baptist Health Lexington Part V, Section B, line 11:	The CHNA committee's purpose was to identify health challenges and risk factors that can be modified or prevented to improve the health of our community. The committee identified and prioritized community needs for the service area that Baptist Health Lexington can address and affect by implementing programs, providing educational support and sponsoring preventive screenings. The CHNA committee ranked substance abuse as their first priority in terms of public health issues. Opioid abuse has become an epidemic across the country and locally we are seeing a similar surge of opioid usage admissions and emergency room visits. Opioid abuse has a significant impact on overall health and can lead to other co-morbidities. In addition, the service area is seeing steady occurrences of drug-addicted newborns that must be sent to neonatal intensive care units to treat withdrawal symptoms. We have worked to reduce the number of opioids prescribed by physicians and are educating our nursing staff on opioid utilization through the development of a hospital opioid stewardship committee. Baptist Health employs an Addiction Nurse Coordinator to link patients with substance use issues to available treatment options, and we have actively engaged in community education partnerships, such as working with Voices of Hope, community Opioid Awareness Day and other local agencies to assist in educating the community. Expanding access to substance abuse services throughout the community and reducing the stigma surrounding treatment are important steps to mitigating this public health crisis.As cancer continues to be a leading cause of death in this service area, the committee ranked it as their second priority in terms of public health issues. The committee acknowledged the continued need for board-certified oncologists and easier access to cancer-related services such as chemotherapy and radiation therapy, as well as improved access to preventative screenings. Baptist Health Hamburg, a new state-of-the-art campus that includes an Emergency Department, a cancer center, a comprehensive diagnostic center, a surgery center, and a multi-story physician office complex opened in April 2024 and provides convenient access to additional healthcare services for those who live near the growing Hamburg area and in surrounding counties. Hospital and medical staff have provided screening information and educational materials for patients in primary care and specialists offices and throughout central and eastern Kentucky communities to encourage cancer screenings. Early diagnosis and expanded treatment options will help to mitigate the impact of cancer on our community.The committee's third priority was cardiovascular disease, which encompasses coronary artery disease, heart attack, arrhythmias, heart failure, cardiomyopathy and vascular disease. Working with various community agencies, the focus on education, prevention and treatment has been a priority as the goal is to expand public awareness of disease root causes and commonly associated conditions to increase compliance with standard-of-care protocols and to decrease the occurrence of these health issues.It is not within the scope of Baptist Health Lexington's services, expertise or resources to be able to address all of the risk factors that have been identified as influencers of our community's health status. However, it is through networking, partnerships and collaboration with other community stakeholder organizations and agencies that these issues are being addressed. Increasing communication between community service providers, enhancing the public's awareness of the agencies and services available and promoting assistance provided by local community partners is a common goal of our healthcare and civic leaders. Baptist Health Lexington works collaboratively with other community resources to provide support and to serve as a referral source to address the additional identified health needs that fall below the significant prevalence level for our service area. Impact issues such as unemployment and uninsured populations are being managed by economic development groups, the Kentucky Chamber of Commerce, city and county governments and county health departments.
Group A-Facility 1 -- Baptist Health Lexington Part V, Section B, line 13b:	Based on the information provided in the Financial Assistance Policy, (FAP), application and/or through the presumptive eligibility process, a patient or guarantor whose income plus liquid assets is less than or equal to 300% of the current Federal Poverty Guideline for his or her family size is eligible for a full discount under the FAP after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A full FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation. A patient or guarantor whose income plus liquid assets is between 301% and 400% of the current Federal Poverty Guideline for his or her family size is eligible for a 50% discount of the amount for which the patient or guarantor is responsible, after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A partial FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation.Under no circumstances will an individual who is determined to be eligible for either full or partial financial assistance be charged more for emergency or other medically necessary care than the amounts generally billed [AGB] to individuals who have insurance covering such care. Baptist Health will disregard the first five thousand ($5,000) of liquid assets of the household for purposes of calculating eligibility for financial assistance pursuant to the FAP.All uninsured patients receiving emergency or medically necessary care are given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital. Insured patients receiving emergency or medically necessary care that is not allowed by the patient's insurance policy may also be given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital.
Group A-Facility 1 -- Baptist Health Lexington Part V, Section B, line 20e:	Baptist Health will not engage in extraordinary collection actions (ECAs) against a patient or guarantor until Baptist Health has first made reasonable efforts to determine whether the individual is eligible for assistance under the Financial Assistance Policy.Prior to referring individuals to a collection agency, Baptist Health processes all self-pay accounts through an external scoring application to determine additional eligibility for financial assistance.
Group A-Facility 2 -- Baptist Health Louisville Part V, Section B, line 5:	The Baptist Health Louisville CHNA committee worked closely with a wide variety of community partners and resources to gather, disseminate and prioritize the information needed for the Community Health Needs Assessment. Such a community-driven plan of action engages the public and develops partnerships that help promote wellness and healthier communities. There are four health departments responsible for the counties Baptist Health Louisville serves: Louisville Metro Public Health & Wellness (Jefferson County); the Bullitt County Health Department; the Oldham County Public Health Department and the North Central District Health Department, which serves both Shelby and Spencer counties. The Louisville Metro Public Health & Wellness Health Equity Report 2017 proved to be a valuable resource of primary data for the committee. Several members of the Baptist Health Louisville leadership team serve on committees and boards throughout the community including Hospice/Hosparus, the Center for Women and Families, Leadership Louisville and various school boards, which provided additional sources of data. Baptist Health Louisville solicited public opinion information on community health needs using a survey distributed via social media, through the Baptist Health Louisville website and via email to Baptist Health Louisville patients. Through these contacts, data resources and public surveys, Baptist Health Louisville gained valuable information regarding the current health issues confronting its service area. Secondary data obtained from national, state and local demographic and socioeconomic sources was used, including Kentucky vital statistics, disease prevalence studies, outcome measures and health indicators and statistics. The most recent data came from the Robert Wood Johnson County Health rankings, which were published in 2020. Data regarding health outcomes, health behaviors, clinical care availability, socioeconomic factors and physical environment risks for each county in Baptist Health Louisville's service area was analyzed.The Community Health Needs Assessment Committee included senior hospital leadership and specific department directors. The committee reviewed the information gathered through the primary and secondary data sources combined with the information obtained through community partners, and the comprehensive list of community health needs were documented. The committee then prioritized how and where Baptist Health Louisville should concentrate its resources over the next three years to most effectively address these pressing health needs that create hardships for our residents and stress on agencies throughout our communities. The final CHNA and SIP were approved by the administrative Board of Directors of the hospital and by the Baptist Healthcare System Board of Directors.
Group A-Facility 2 -- Baptist Health Louisville Part V, Section B, line 11:	The CHNA committee's purpose was to identify health challenges and risk factors that can be modified or prevented to improve the health of our community. The committee identified and prioritized community needs for the service area that Baptist Health Louisville can address and affect by implementing programs, providing educational support and sponsoring preventive screenings. Based upon the data collected and analyzed through this assessment, the CHNA committee identified the following as the primary health issues that the hospital has focused on over the past three years: mental health services; health equity - heart disease; preventative health screening and opioid reduction.Mental health illnesses and the related health effects on individuals and families was the consensus among the committee as the most pressing community concern. Mental illness has a significant impact on overall health and well-being and can contribute to other health issues such as obesity and substance abuse disorders. Comparing primary data from the survey conducted in 2018 to the results of the survey in 2021 did highlight areas of concern, as there were noted increases in the number of people who have been directly impacted by mental health illnesses and opioid use. The committee members discussed the services Baptist Health Louisville already provides, including the Substance Abuse Intensive Outpatient Program (IOP) that provides stabilization, assessment services, treatment options, and IOP group therapy, as well as goals to improve access for outpatient mental health wellness programs. To drive improved quality outcomes for our patients, Baptist Health recognizes the importance of integrating behavioral health care into all aspects of care. We also realize the importance of reducing the stigma of seeking behavioral health care services. As a result, we have expanded access and created new avenues for people to receive care. These efforts include the Baptist Health Behavioral Health Resource Connection hotline and a network of providers who work in collaboration with our treatment teams. Additional behavioral health risk assessment tools and expanded treatment options are embedded into every Baptist Health Medical Group primary care location. The combined efforts of medical professionals, schools, churches and government agencies will contribute to our success in reducing the stigma around mental health care and educating and engaging individuals to seek better care for themselves and their loved ones. Eliminating health disparities that exist for heart health care was identified as the second priority in the CHNA. Kentucky has some of the highest rates in the nation for preventable health conditions and for behaviors that have been identified as unhealthy. Improved access to preventable health screenings via online tools and through collaborations with community partners help achieve greater heart health equity in our communities. To further this goal, Baptist Health provides financial support for clinical staff at the Have a Heart clinic, a local non-profit organization. Opioid abuse has become an epidemic across the country and locally we are seeing a similar surge of opioid usage admissions, emergency room visits and drug-addicted newborns who must be sent to neonatal intensive care units to treat withdrawal symptoms. Opioid abuse has a significant negative impact on overall health and can lead to other co-morbidities. Comparing 2018 to 2021 survey results showed a 20% increase in the number of survey respondents who have been directly impacted, or know someone who has been directly impacted, by opioid abuse. We have worked to reduce the number of opioids prescribed by physicians and are educating our nursing staff on opioid utilization through the development of a hospital opioid stewardship committee. Our providers continue to monitor health trends to ensure compliance with best practices for prescribing opioids and continue to educate patients and family members on the warning signs and dangers of addiction as well as available treatment options. All of these factors support increased efforts to reduce the number of opioids reaching the streets and the continued community-wide initiatives to combat the disease of addiction. We have actively engaged in community education partnerships, working with several local agencies to assist in educating the community. Expanding access to substance abuse services throughout the community and reducing the stigma surrounding treatment are important steps to mitigating this public health crisis.It is not within the scope of Baptist Health Louisville's services, expertise or resources to be able to address all of the risk factors that have been identified as influencers of our community's health status. However, it is through networking, partnerships and collaboration with other community stakeholder organizations and agencies that these issues are being addressed. Increasing communication between community service providers, enhancing the public's awareness of the agencies and services available and promoting assistance provided by local community partners is a common goal of our healthcare and civic leaders. Baptist Health Louisville works collaboratively with other community resources to provide support and to serve as a referral source to address the additional identified health needs that fall below the significant prevalence level for our service area. Impact issues such as unemployment and uninsured populations are being managed by economic development groups, the Kentucky Chamber of Commerce, city and county governments and county health departments.
Group A-Facility 2 -- Baptist Health Louisville Part V, Section B, line 13b:	Based on the information provided in the Financial Assistance Policy, (FAP), application and/or through the presumptive eligibility process, a patient or guarantor whose income plus liquid assets is less than or equal to 300% of the current Federal Poverty Guideline for his or her family size is eligible for a full discount under the FAP after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A full FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation. A patient or guarantor whose income plus liquid assets is between 301% and 400% of the current Federal Poverty Guideline for his or her family size is eligible for a 50% discount of the amount for which the patient or guarantor is responsible, after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A partial FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation.Under no circumstances will an individual who is determined to be eligible for either full or partial financial assistance be charged more for emergency or other medically necessary care than the amounts generally billed [AGB] to individuals who have insurance covering such care. Baptist Health will disregard the first five thousand ($5,000) of liquid assets of the household for purposes of calculating eligibility for financial assistance pursuant to the FAP.All uninsured patients receiving emergency or medically necessary care are given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital. Insured patients receiving emergency or medically necessary care that is not allowed by the patient's insurance policy may also be given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital.
Group A-Facility 2 -- Baptist Health Louisville Part V, Section B, line 20e:	Baptist Health will not engage in extraordinary collection actions (ECAs) against a patient or guarantor until Baptist Health has first made reasonable efforts to determine whether the individual is eligible for assistance under the Financial Assistance Policy.Prior to referring individuals to a collection agency, Baptist Health processes all self-pay accounts through an external scoring application to determine additional eligibility for financial assistance.
Group A-Facility 4 -- Baptist Health Paducah Part V, Section B, line 5:	The Baptist Health Paducah CHNA committee worked closely with a wide variety of community partners and resources to gather, disseminate and prioritize the information needed for the Community Health Needs Assessment. Such a community-driven plan of action engages the public and develops partnerships that help promote wellness and healthier communities. This is the fourth Community Health Needs Assessment conducted by Baptist Health Paducah. This CHNA builds on the research and action plans of the first through third assessments. The service area has been expanded from one county (McCracken) in the first assessment to seven counties in Kentucky and one in Illinois to better identify the needs of the expanded community Baptist Health Paducah serves. The Purchase Area Health Connections Coalition, established several years ago, continues to meet on a regular basis. This group is comprised of representatives from the Purchase District Health Department, which serves Ballard, Carlisle, Fulton, Hickman and McCracken counties in the Purchase Area Development District and the following organizations: the City of Paducah; the UK County Extension Offices; the United Way of Paducah-McCracken County; Murray Calloway County Hospital Four Rivers Behavioral Health; Murray State University; West Kentucky Community & Technical College; KentuckyCare; the Purchase Area Health Education Center; Mercy Health and Baptist Health Paducah. Bringing these groups together promotes unity in our mission and helps to avoid any duplication of efforts in data collection and resource allocation. A survey was sent to community leaders and another was widely publicized and available to the general community both in paper form and through the hospital website. Primary data and feedback on the health issues confronting our service area was collected through the surveys and through engagement with the Purchase Area Health Connections Coalition. Secondary data obtained from national, state and local demographic and socioeconomic sources was used, including Kentucky vital statistics, disease prevalence studies, outcome measures and health indicators and statistics. The most recent data came from the Robert Wood Johnson County Health rankings, which were published in 2020. Data regarding health outcomes, health behaviors, clinical care availability, socioeconomic factors and physical environment risks for each county in Baptist Health Paducah's service area was analyzed.The Community Health Needs Assessment Committee included senior hospital leadership and specific department directors. The committee reviewed the information gathered through the primary and secondary data sources combined with the information obtained through community partners, and the comprehensive list of community health needs were documented. The committee then prioritized how and where Baptist Health Paducah should concentrate its resources over the next three years to most effectively address these pressing health needs that create hardships for our residents and stress on agencies throughout our communities. The final CHNA and SIP were approved by the administrative Board of Directors of the hospital and by the Baptist Healthcare System Board of Directors.
Group A-Facility 4 -- Baptist Health Paducah Part V, Section B, line 11:	The CHNA committee's purpose was to identify health challenges and risk factors that can be modified or prevented to improve the health of our community. The committee identified and prioritized community needs for the service area that Baptist Health Paducah can address and affect by implementing programs, providing educational support and sponsoring preventive screenings. After studying the primary and secondary data, the committee prioritized the three most prevalent community health issues based on their severity and on the ability of Baptist Health Paducah and its partners to help improve them. Access to healthcare, the prevention of obesity and related illnesses and the prevention and treatment of mental health and substance abuse were the most prevalent community health concerns.The main health priority identified was ample access to health care. The ability of individuals in a community to access healthcare resources to preserve and improve health is essential. Access to healthcare has an immediate impact on overall health status, the prevention of disease, quality of life and life expectancy. Access to care issues include all potential barriers to receiving necessary healthcare services. These barriers include financial difficulties, lack of knowledge, transportation difficulties, physician shortages, service distribution and scheduling issues. By improving access to care, whether by increasing service locations, reducing cost options, expanding hours of operations or offering new services and innovative programs, the overall health of the community will improve. Baptist Health Paducah and Four Rivers Behavioral Health collaborate to provide school clinics with primary care services and mental health care services for students, faculty, staff, parents and siblings of pupils. These clinics ensure the delivery of quality care on many levels, effectively reducing the spread of illnesses in our community and providing access to quality mental health care for persons challenged with difficult circumstances. Baptist Health Paducah strives to ensure service area residents have sufficient access to health care services through primary care and specialist physician planning with patient navigators that connect patients to appropriate maternal health and oncology services. Conveniently located physician offices and ambulatory care facilities, as well as new and expanded health services; school clinics; the hospital's call center; education resources and healthcare screenings also help improve access to care.Obesity and related illness prevention continue to be primary health concerns in our community. To increase the awareness of obesity as a health threat to our service area residents and to encourage healthier living through diet, exercise and other means remains a top priority. Obesity can cause serious health problems, including Type 2 diabetes, heart disease, high cholesterol, high blood pressure, asthma, osteoarthritis and several forms of cancer. Failing to diminish obesity in the community will lead to higher mortality rates, increased healthcare costs and a decrease in the quality of life for families in our community. The hospital is providing resources to meet this need through its bariatric surgery and metabolic disease management programs, Project Fit America and GoNoodle fitness programs in area schools, participating in local events to promote education and screenings, and internal programs to improve employees' health. The hospital has collaborated with numerous local agencies to develop the Pat & Jim Brockenborough Rotary Health Park and to implement the CATCH (Coordinated Approach to Child Health) program in Paducah schools.Mental Health and Substance Abuse prevention and treatment continue to be a top health need in our community. Baptist Health Paducah hospital works with Four Rivers Behavioral Health, a private, not-for-profit agency that provides comprehensive, integrated mental health, substance abuse and developmental disability care services. To drive improved quality outcomes for our patients, Baptist Health recognizes the importance of integrating behavioral health care into all aspects of care. We also realize the importance of reducing the stigma of seeking behavioral health care services. As a result, we have expanded access and created new avenues for people to receive care. These efforts include the Baptist Health Behavioral Health Resource Connection hotline and a network of providers who work in collaboration with our treatment teams. Additional behavioral health risk assessment tools and expanded treatment options are embedded into every Baptist Health Medical Group primary care location. The combined efforts of medical professionals, schools, churches and government agencies will contribute to our success in reducing the stigma around mental health care and educating and engaging individuals to seek better care for themselves and their loved ones.The use of illicit drugs or the abuse of prescription or over-the-counter medications for purposes other than those for which they are intended, or in a manner or in quantities other than directed, is a growing problem in the service area. In spite of not having the resources other agencies have to address substance abuse directly, Baptist Health Paducah works to meet the needs of the community in ways that support the efforts of other agencies and care facilities, such as the regional Agency for Substance Abuse Policy Coalition (ASAP), and facilitating the annual Addiction Symposium, which focuses on training clinicians on the physical and mental health issues surrounding addiction. The educational program has been a catalyst to provide caregivers with an increased knowledge of the disease of addiction and the care and resources available for those suffering from this disease.It is not within the scope of Baptist Health Paducah's services, expertise or resources to be able to address all of the risk factors that have been identified as influencers of our community's health status. However, it is through networking, partnerships and collaboration with other community stakeholder organizations and agencies that these issues are being addressed. Increasing communication between community service providers, enhancing the public's awareness of the agencies and services available and promoting assistance provided by local community partners is a common goal of our healthcare and civic leaders. Baptist Health Paducah works collaboratively with other community resources to provide support and to serve as a referral source to address the additional identified health needs that fall below the significant prevalence level for our service area. Impact issues such as unemployment and uninsured populations are being managed by economic development groups, the Kentucky Chamber of Commerce, city and county governments and county health departments.
Group A-Facility 4 -- Baptist Health Paducah Part V, Section B, line 13b:	Based on the information provided in the Financial Assistance Policy, (FAP), application and/or through the presumptive eligibility process, a patient or guarantor whose income plus liquid assets is less than or equal to 300% of the current Federal Poverty Guideline for his or her family size is eligible for a full discount under the FAP after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A full FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation. A patient or guarantor whose income plus liquid assets is between 301% and 400% of the current Federal Poverty Guideline for his or her family size is eligible for a 50% discount of the amount for which the patient or guarantor is responsible, after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A partial FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation.Under no circumstances will an individual who is determined to be eligible for either full or partial financial assistance be charged more for emergency or other medically necessary care than the amounts generally billed [AGB] to individuals who have insurance covering such care. Baptist Health will disregard the first five thousand ($5,000) of liquid assets of the household for purposes of calculating eligibility for financial assistance pursuant to the FAP.All uninsured patients receiving emergency or medically necessary care are given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital. Insured patients receiving emergency or medically necessary care that is not allowed by the patient's insurance policy may also be given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital.
Group A-Facility 4 -- Baptist Health Paducah Part V, Section B, line 20e:	Baptist Health will not engage in extraordinary collection actions (ECAs) against a patient or guarantor until Baptist Health has first made reasonable efforts to determine whether the individual is eligible for assistance under the Financial Assistance Policy.Prior to referring individuals to a collection agency, Baptist Health processes all self-pay accounts through an external scoring application to determine additional eligibility for financial assistance.
Group A-Facility 5 -- Baptist Health Floyd Part V, Section B, line 5:	The Baptist Health Floyd CHNA committee worked closely with a wide variety of community partners and resources to gather, disseminate and prioritize the information needed for the Community Health Needs Assessment. Such a community-driven plan of action engages the public and develops partnerships that help promote wellness and healthier communities. The CHNA committee worked with the New Albany Floyd County School System and the six health departments responsible for the counties Baptist Health Floyd serves: the Clark County Health Department; the Crawford County Health Department; the Floyd County Health Department; the Harrison County Health Department; the Scott County Health Department and the Washington County Health Department. The committee also solicited public opinion on community health needs using a survey distributed via social media and through the Baptist Health Floyd website. Through these contacts, consultations with other community agencies, public surveys and focus groups, Baptist Health Floyd solicited primary feedback on the health issues confronting its service area. Secondary data obtained from national, state and local demographic and socioeconomic sources was used, including Indiana vital statistics, disease prevalence studies, outcome measures and health indicators and statistics. The most recent data came from the Robert Wood Johnson County Health rankings, which were published in 2020. Data regarding health outcomes, health behaviors, clinical care availability, socioeconomic factors and physical environment risks for each county in Baptist Health Floyd's service area was analyzed.The Community Health Needs Assessment Committee included senior hospital leadership and specific department directors. The committee reviewed the information gathered through the primary and secondary data sources combined with the information obtained through community partners, and the comprehensive list of community health needs were documented. The committee then prioritized how and where Baptist Health Floyd should concentrate its resources over the next three years to most effectively address these pressing health needs that create hardships for our residents and stress on agencies throughout our communities. The final CHNA and SIP were approved by the administrative Board of Directors of the hospital and by the Baptist Healthcare System Board of Directors.
Group A-Facility 5 -- Baptist Health Floyd Part V, Section B, line 11:	The CHNA committee's purpose was to identify health challenges and risk factors that can be modified or prevented to improve the health of our community. The committee identified and prioritized community needs for the service area that Baptist Health Floyd can address and affect by implementing programs, providing educational support and sponsoring preventive screenings. Community discussions and survey responses identified multiple community needs that were ranked based on the following criteria: magnitude, severity, opportunity to intervene at a prevention level, degree of success in affecting the problem and resources available. The top four community health priorities that were identified are as follows: Cardiovascular disease; mental health; social determinants of health, (food security, transportation and housing) and substance abuse disorders. The committee's highest priority health need was cardiovascular disease, which encompasses coronary artery disease, heart attack, arrhythmias, heart failure, cardiomyopathy and vascular disease. Mortality rates for coronary heart disease are high in several of our communities compared to state and national statistics. Strategies to address the prevention of cardiovascular disease include the promotion of positive behaviors and an active lifestyle, community-wide screenings to educate residents on their risk of cardiovascular disease and sufficient access to healthcare providers. Staff members provided blood pressure screenings and have contributed educational guidance to over 3,000 community members as part of the Nutritional and Physical Activity Coalition. A focus on education, prevention and treatment has been a priority, as the goal is to expand public awareness of disease root causes and commonly associated conditions to increase compliance with standard-of-care protocols and to decrease the occurrence of these health issues. Mental health illnesses and the related health effects on individuals and families was the second most prevalent community health need. Mental illness has a significant impact on overall health and well-being and can contribute to other health issues such as obesity and substance abuse disorders. There are significant increases in the number of people in our communities who have been directly impacted by mental health illnesses and substance abuse. The committee discussed enhanced engagement with Indiana's System of Care, (SOC), county governments and school systems to improve access to, and the quality of, behavioral and mental health services for the youth and families in our community. To drive improved quality outcomes for our patients, Baptist Health recognizes the importance of integrating behavioral health care into all aspects of care. We also realize the importance of reducing the stigma of seeking behavioral health care services. As a result, we have expanded access and created new avenues for people to receive care. These efforts include the Baptist Health Behavioral Health Resource Connection hotline and a network of providers who work in collaboration with our treatment teams. Additional behavioral health risk assessment tools and expanded treatment options are embedded into every Baptist Health Medical Group primary care location. We also manage support groups and provide mental health first aid education resources. The combined efforts of medical professionals, schools, churches and government agencies will contribute to our success in reducing the stigma around mental health care and educating and engaging individuals to seek better care for themselves and their loved ones.Eliminating health disparities that exist for social determinants of health, (food security, transportation and housing) was identified as the third priority in the CHNA. Indiana has some of the highest rates in the nation for preventable health conditions and for behaviors that have been identified as unhealthy. The ability of individuals in a community to access health care resources to preserve and improve health is essential. Improved access to preventable health screenings via online tools and through collaborations with community partners have helped to achieve greater health equity in our communities. The reduction of the risk of chronic diseases and the promotion of a healthy and active lifestyle will help reduce the effects of countless health issues in our communities. One of our goals was to help improve Floyd County residents' access to healthy food and nutrition and to increase health education. Screening tools used to identify food insecurity for Baptist Health Floyd patients, community nutrition and cooking classes, and off-site screenings have helped to promote healthier lifestyles. It is not within the scope of Baptist Health Floyd's services, expertise or resources to be able to address all of the risk factors that have been identified as influencers of our community's health status. However, it is through networking, partnerships and collaboration with other community stakeholder organizations and agencies that these issues are being addressed. Increasing communication between community service providers, enhancing the public's awareness of the agencies and services available and promoting assistance provided by local community partners is a common goal of our healthcare and civic leaders. Baptist Health Floyd works collaboratively with other community resources to provide support and to serve as a referral source to address the additional identified health needs that fall below the significant prevalence level for our service area. Impact issues such as unemployment and uninsured populations are being managed by economic development groups, the Indiana Chamber of Commerce, city and county governments and county health departments.
Group A-Facility 5 -- Baptist Health Floyd Part V, Section B, line 13b:	Based on the information provided in the Financial Assistance Policy, (FAP), application and/or through the presumptive eligibility process, a patient or guarantor whose income plus liquid assets is less than or equal to 300% of the current Federal Poverty Guideline for his or her family size is eligible for a full discount under the FAP after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A full FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation. A patient or guarantor whose income plus liquid assets is between 301% and 400% of the current Federal Poverty Guideline for his or her family size is eligible for a 50% discount of the amount for which the patient or guarantor is responsible, after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A partial FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation.Under no circumstances will an individual who is determined to be eligible for either full or partial financial assistance be charged more for emergency or other medically necessary care than the amounts generally billed [AGB] to individuals who have insurance covering such care. Baptist Health will disregard the first five thousand ($5,000) of liquid assets of the household for purposes of calculating eligibility for financial assistance pursuant to the FAP.All uninsured patients receiving emergency or medically necessary care are given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital. Insured patients receiving emergency or medically necessary care that is not allowed by the patient's insurance policy may also be given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital.
Group A-Facility 5 -- Baptist Health Floyd Part V, Section B, line 20e:	Baptist Health will not engage in extraordinary collection actions (ECAs) against a patient or guarantor until Baptist Health has first made reasonable efforts to determine whether the individual is eligible for assistance under the Financial Assistance Policy.Prior to referring individuals to a collection agency, Baptist Health processes all self-pay accounts through an external scoring application to determine additional eligibility for financial assistance.
Group A-Facility 6 -- Baptist Health Corbin Part V, Section B, line 5:	The Baptist Health Corbin CHNA committee worked closely with a wide variety of community partners and resources to gather, disseminate and prioritize the information needed for the Community Health Needs Assessment. Such a community-driven plan of action engages the public and develops partnerships that help promote wellness and healthier communities. There are numerous health departments in the Baptist Health Corbin service area responsible for the counties we serve. The committee evaluated each health department's community improvement plan, and those initiatives were considered throughout the process of determining the goals for the Baptist Health Corbin Community Health Needs Assessment. The CHNA Committee also solicited public opinion on community health needs using a survey distributed via social media, the Baptist Health Corbin website and via email to Baptist Health Corbin patients. Survey responses, coupled with the information from the respective health departments, were considered as primary data. Secondary data obtained from national, state and local demographic and socioeconomic sources was used, including Kentucky vital statistics, disease prevalence studies, outcome measures and health indicators and statistics. The most recent data came from the Robert Wood Johnson County Health rankings, which were published in 2020. Data regarding health outcomes, health behaviors, clinical care availability, socioeconomic factors and physical environment risks for each county in Baptist Health Corbin's service area was analyzed.The Community Health Needs Assessment Committee included senior hospital leadership and specific department directors. The committee reviewed the information gathered through the primary and secondary data sources combined with the information obtained through community partners, and the comprehensive list of community health needs were documented. The committee then prioritized how and where Baptist Health Corbin should concentrate its resources over the next three years to most effectively address these pressing health needs that create hardships for our residents and stress on agencies throughout our communities. The final CHNA and SIP were approved by the administrative Board of Directors of the hospital and by the Baptist Healthcare System Board of Directors.
Group A-Facility 6 -- Baptist Health Corbin Part V, Section B, line 11:	The CHNA committee's purpose was to identify health challenges and risk factors that can be modified or prevented to improve the health of our community. The committee identified and prioritized community needs for the service area that Baptist Health Corbin can address and affect by implementing programs, providing educational support and sponsoring preventive screenings. After studying the primary and secondary data, the committee identified the top five health concerns that the hospital has focused on over the last three years. They are: opioid abuse; obesity; cancer; cardiovascular disease; mental health and substance abuse. Opioid abuse has become an epidemic across the country. Locally, we are seeing a similar surge of opioid usage admissions and emergency room visits. This health issue is creating additional stress on healthcare and civic agencies throughout the community. Opioid abuse has a significant impact on overall health and can lead to other co-morbidities. In addition, the service area is seeing steady occurrences of drug-addicted newborns that must be sent to neonatal intensive care units to treat withdrawal symptoms. We have worked to reduce the number of opioids prescribed by physicians and are educating our nursing staff on opioid utilization and increasing care options. Our providers continue to monitor health trends to ensure compliance with best practices for prescribing opioids and continue to educate patients and family members on the warning signs and dangers of addiction as well as available treatment options. All of these factors support increased efforts to reduce the number of opioids reaching the streets and the continued community-wide initiatives to combat the disease of addiction. Baptist Health Corbin operates an inpatient Detox Recovery Unit that provides medically managed and monitored detoxification services, an Adult Chemical Dependency Intensive Outpatient Program, and offers medication-assisted therapy (MAT). We have actively engaged in community education partnerships, working with several local agencies to assist in educating the community. Expanding access to substance abuse services throughout the community and reducing the stigma surrounding treatment are important steps to mitigating this public health crisis.Obesity and related illness prevention remain a top community health concern because they have a significant impact on other health issues, including Type 2 diabetes, heart disease, high cholesterol, high blood pressure, asthma, osteoarthritis, joint deterioration and several forms of cancer. Kentucky has some of the highest rates in the nation for preventable health conditions and for behaviors that have been identified as unhealthy. To increase the awareness of obesity as a health threat to area residents and to encourage healthier living through diet, exercise and other means remains a top priority. To underscore the need to address these issues, Baptist Health Corbin holds heart healthy screening events that provide blood pressure screenings, peripheral vascular disease education and healthy eating tips; offers diabetes management classes and educational materials to community members, and staff members have provided meals to the Corbin Senior Citizens Center. Failing to diminish obesity in the community will lead to higher mortality rates, increased healthcare costs and a decrease in the quality of life for families in our community. Improved access to screening tools, public education and an increased awareness of healthy lifestyle alternatives have helped our community members.Because cancer continues to be a leading cause of death in this service area, the committee ranked it as its third priority in terms of public health issues. Mortality levels from cancer are better in our community than the state and national averages but are still a significant threat. The committee acknowledged the continued need for board-certified oncologists, easier access to cancer-related services and screenings available for the early detection of cancer. Providing world-class cancer care in our community is the focus of Baptist Health Corbin's new radiation oncology center. The center's technology, which includes external beam radiation therapy, is comparable to nearby metro areas where radiation oncology patients were transferred before the center's 2021 opening. Now patients can receive care close to home. Increasing the availability of screenings, providing higher levels of care in our community and disseminating educational materials continue to be a priority.Cardiovascular disease ranked as the committee's fourth priority and encompasses coronary artery disease, heart attack, arrhythmias, heart failure, cardiomyopathy and vascular disease. Strategies to address the prevention of cardiovascular disease have included the promotion of positive behaviors and an active lifestyle, community-wide screenings to educate residents on their risk of cardiovascular disease and sufficient access to healthcare providers. The goal has been to increase public awareness of the disease, its root causes and commonly associated conditions to increase compliance with standard-of-care protocols. Patient transportation is a major issue in the Baptist Health Corbin service area. Many patients do not own automobiles and there are very limited resources for public transportation. The committee continues to explore grant opportunities for providing transportation services to patients in need.It is not within the scope of Baptist Health Corbin's services, expertise or resources to be able to address all of the risk factors that have been identified as influencers of our community's health status. However, it is through networking, partnerships and collaboration with other community stakeholder organizations and agencies that these issues are being addressed. Increasing communication between community service providers, enhancing the public's awareness of the agencies and services available and promoting assistance provided by local community partners is a common goal of our healthcare and civic leaders. Baptist Health Corbin works collaboratively with other community resources to provide support and to serve as a referral source to address the additional identified health needs that fall below the significant prevalence level for our service area. Impact issues such as unemployment and uninsured populations are being managed by economic development groups, the Kentucky Chamber of Commerce, city and county governments and county health departments.
Group A-Facility 6 -- Baptist Health Corbin Part V, Section B, line 13b:	Based on the information provided in the Financial Assistance Policy, (FAP), application and/or through the presumptive eligibility process, a patient or guarantor whose income plus liquid assets is less than or equal to 300% of the current Federal Poverty Guideline for his or her family size is eligible for a full discount under the FAP after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A full FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation. A patient or guarantor whose income plus liquid assets is between 301% and 400% of the current Federal Poverty Guideline for his or her family size is eligible for a 50% discount of the amount for which the patient or guarantor is responsible, after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A partial FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation.Under no circumstances will an individual who is determined to be eligible for either full or partial financial assistance be charged more for emergency or other medically necessary care than the amounts generally billed [AGB] to individuals who have insurance covering such care. Baptist Health will disregard the first five thousand ($5,000) of liquid assets of the household for purposes of calculating eligibility for financial assistance pursuant to the FAP.All uninsured patients receiving emergency or medically necessary care are given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital. Insured patients receiving emergency or medically necessary care that is not allowed by the patient's insurance policy may also be given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital.
Group A-Facility 6 -- Baptist Health Corbin Part V, Section B, line 20e:	Baptist Health will not engage in extraordinary collection actions (ECAs) against a patient or guarantor until Baptist Health has first made reasonable efforts to determine whether the individual is eligible for assistance under the Financial Assistance Policy.Prior to referring individuals to a collection agency, Baptist Health processes all self-pay accounts through an external scoring application to determine additional eligibility for financial assistance.
Group A-Facility 7 -- Baptist Health La Grange Part V, Section B, line 5:	The Baptist Health La Grange CHNA committee worked closely with a wide variety of community partners and resources to gather, disseminate and prioritize the information needed for the Community Health Needs Assessment. Such a community-driven plan of action engages the public and develops partnerships that help promote wellness and healthier communities. To complete the CHNA, the Baptist Health La Grange committee reached out to government and nonprofit leaders in the community to solicit feedback regarding the most pressing community needs. There are three health departments responsible for the counties Baptist Health La Grange serves: the Oldham County Public Health Department (OCHD), the North Central District Health Department (NCDHD), which serves both Henry and Trimble counties and the Three Rivers District Health Department (TRDHD), which serves Carroll County. Baptist Health La Grange also solicited public opinion on community health needs using a survey distributed via social media, the Baptist Health La Grange website, and in paper form. Survey responses, coupled with the information from the respective community leaders and health departments, were considered as primary data. Secondary data obtained from national, state and local demographic and socioeconomic sources was used, including Kentucky vital statistics, disease prevalence studies, outcome measures and health indicators and statistics. The most recent data came from the Robert Wood Johnson County Health rankings, which were published in 2020. Data regarding health outcomes, health behaviors, clinical care availability, socioeconomic factors and physical environment risks for each county in Baptist Health La Grange's service area was analyzed.The Community Health Needs Assessment Committee included senior hospital leadership and specific department directors. The committee reviewed the information gathered through the primary and secondary data sources combined with the information obtained through community partners, and the comprehensive list of community health needs were documented. The committee then prioritized how and where Baptist Health La Grange should concentrate its resources over the next three years to most effectively address these pressing health needs that create hardships for our residents and stress on agencies throughout our communities. The final CHNA and SIP were approved by the administrative Board of Directors of the hospital and by the Baptist Healthcare System Board of Directors.
Group A-Facility 7 -- Baptist Health La Grange Part V, Section B, line 11:	The CHNA committee's purpose was to identify health challenges and risk factors that can be modified or prevented to improve the health of our community. The committee identified and prioritized community needs for the service area that Baptist Health La Grange can address and affect by implementing programs, providing educational support and sponsoring preventive screenings. The committee identified several community health issues, the top four that we have focused on are obesity, cancer, maternal and child health and mental and behavioral health.The prevention of obesity and the illnesses related to obesity are the primary health concerns in our community. Obesity has a significant impact on other health issues such as cardiovascular disease, diabetes, pulmonary disease, cancer and joint deterioration. There are a variety of reasons why obesity is difficult to combat - a lack of access to healthy foods, the higher costs of healthy foods, sedentary populations, a lack of exercise options and poor dietary habits. It is incumbent for the hospital and the community to make a concerted effort to increase the awareness of obesity as a serious health threat to our service area residents and to encourage healthier living through diet, exercise and other means. Failing to diminish obesity in the community will lead to higher mortality rates, increased healthcare costs and a decrease in the quality of life for families in our community. Improved access to screening tools, public education and awareness of healthy lifestyle alternatives have helped. We partner with the Hope Health Clinic to provide financial support and educational materials that address topics related to obesity and use the National Diabetes Prevention Program to support healthy lifestyles.As cancer continues to be a leading cause of death in this service area, the committee ranked it as its second priority in terms of public health issues. Oldham County mortality levels are better than the state and national averages but are still a significant threat. The committee acknowledged the continued need for board-certified oncologists, easier access to cancer-related services and screenings available for the early detection of cancer. Baptist Health La Grange has made great advancements in oncology care since the last Community Health Needs Assessment and has expanded upon current services and care offerings. Our teams have provided support for oncology patients with food insecurity and provided transportation assistance for patients in need. Patients also benefit from online risk assessments and educational materials.Maternal and Child Health was identified as a high priority need based on the review of the secondary data. Low birth weight, teen births and children in single parent households, along with high infant mortality rates are issues effecting the primary service area. Providing mothers and infant caregivers with information to influence common factors that can affect infant mortality has been important. Discharge instructions to educate parents and caregivers on safe infant sleep practices, pre-natal monitoring for health risks of the mother and the baby and post-partum checks have helped to manage these health risks.Mental and behavioral health illnesses and their related health effects on individuals and families was identified as a pressing community need. The secondary data shows that mortality related to mental and behavioral health disorders for every county in the service area is above the national and state incidence rate. Mental illness has a significant impact on overall health and well-being and can contribute to other health issues such as obesity and substance abuse disorders. To drive improved quality outcomes for our patients, Baptist Health recognizes the importance of integrating behavioral health care into all aspects of care. We also realize the importance of reducing the stigma of seeking behavioral health care services. As a result, we have improved access to outpatient mental health wellness programs and additional risk assessment tools, expanded treatment options, and participate in the Oldham County Mental Health Task Force, helping patients navigate new avenues to receive care. These efforts also include the Baptist Health Behavioral Health Resource Connection hotline and a network of providers who work in collaboration with our treatment teams. Additional behavioral health risk assessment tools and expanded treatment options are embedded into every Baptist Health Medical Group primary care location. The combined efforts of medical professionals, schools, churches and government agencies will contribute to our success in reducing the stigma around mental health care and educating and engaging individuals to seek better care for themselves and their loved ones. It is not within the scope of Baptist Health La Grange's services, expertise or resources to be able to address all of the risk factors that have been identified as influencers of our community's health status. However, it is through networking, partnerships and collaboration with other community stakeholder organizations and agencies that these issues are being addressed. Increasing communication between community service providers, enhancing the public's awareness of the agencies and services available and promoting assistance provided by local community partners is a common goal of our healthcare and civic leaders. Baptist Health La Grange works collaboratively with other community resources to provide support and to serve as a referral source to address the additional identified health needs that fall below the significant prevalence level for our service area. Impact issues such as unemployment and uninsured populations are being managed by economic development groups, the Kentucky Chamber of Commerce, city and county governments and county health departments.
Group A-Facility 7 -- Baptist Health La Grange Part V, Section B, line 13b:	Based on the information provided in the Financial Assistance Policy, (FAP), application and/or through the presumptive eligibility process, a patient or guarantor whose income plus liquid assets is less than or equal to 300% of the current Federal Poverty Guideline for his or her family size is eligible for a full discount under the FAP after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A full FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation. A patient or guarantor whose income plus liquid assets is between 301% and 400% of the current Federal Poverty Guideline for his or her family size is eligible for a 50% discount of the amount for which the patient or guarantor is responsible, after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A partial FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation.Under no circumstances will an individual who is determined to be eligible for either full or partial financial assistance be charged more for emergency or other medically necessary care than the amounts generally billed [AGB] to individuals who have insurance covering such care. Baptist Health will disregard the first five thousand ($5,000) of liquid assets of the household for purposes of calculating eligibility for financial assistance pursuant to the FAP.All uninsured patients receiving emergency or medically necessary care are given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital. Insured patients receiving emergency or medically necessary care that is not allowed by the patient's insurance policy may also be given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital.
Group A-Facility 7 -- Baptist Health La Grange Part V, Section B, line 20e:	Baptist Health will not engage in extraordinary collection actions (ECAs) against a patient or guarantor until Baptist Health has first made reasonable efforts to determine whether the individual is eligible for assistance under the Financial Assistance Policy.Prior to referring individuals to a collection agency, Baptist Health processes all self-pay accounts through an external scoring application to determine additional eligibility for financial assistance.
Group A-Facility 8 -- Baptist Health Richmond Part V, Section B, line 5:	The Baptist Health Richmond CHNA Committee worked closely with a wide variety of community partners and resources to gather, disseminate and prioritize the information needed for the Community Health Needs Assessment. Such a community-driven plan of action engages the public and develops partnerships that help promote wellness and healthier communities. The Madison County Health Department is responsible for the county Baptist Health Richmond serves. The Health Department's Community Improvement Plan and initiatives were considered throughout the process of determining the goals for the Baptist Health Richmond Community Health Needs Assessment. The CHNA committee also solicited public opinion on community health needs using a survey distributed via social media, the Baptist Health Richmond website and via email to Baptist Health Richmond patients. Survey responses, coupled with the information from the health department, were considered as primary data. Secondary data obtained from national, state and local demographic and socioeconomic sources was used, including Kentucky vital statistics, disease prevalence studies, outcome measures and health indicators and statistics. The most recent data came from the Robert Wood Johnson County Health rankings, which were published in 2020. Data regarding health outcomes, health behaviors, clinical care availability, socioeconomic factors and physical environment risks for each county in Baptist Health Richmond's service area was analyzed.The Community Health Needs Assessment Committee included senior hospital leadership and specific department directors. The committee reviewed the information gathered through the primary and secondary data sources combined with the information obtained through community partners, and the comprehensive list of community health needs were documented. The committee then prioritized how and where Baptist Health Richmond should concentrate its resources over the next three years to most effectively address these pressing health needs that create hardships for our residents and stress on agencies throughout our communities. The final CHNA and SIP were approved by the administrative Board of Directors of the hospital and by the Baptist Healthcare System Board of Directors.
Group A-Facility 8 -- Baptist Health Richmond Part V, Section B, line 11:	The CHNA committee's purpose was to identify health challenges and risk factors that can be modified or prevented to improve the health of our community. The committee identified and prioritized community needs for the service area that Baptist Health Richmond can address and affect by implementing programs, providing educational support and sponsoring preventive screenings. The committee identified a number of pressing community health issues and has focused on the following over the past three years: behavioral health and substance abuse, social determinants of health and obesity and healthy lifestyles. Baptist Health Richmond made behavioral health a priority as the community need continues to increase. The committee ranked expanding access to these services as the most important community health initiative. The newly completed Thrive Center at Baptist Health Richmond, a $5.5 million behavioral health inpatient and outpatient expansion project, provides an interdisciplinary team approach to behavioral health care for patients and their families. Our team members include psychiatrists, registered nurses, licensed clinical counselors, therapists and social workers, recreational therapists and mental health technicians. Services include psychiatric evaluation and treatment; 24 hour nursing care; individual, group and family therapy and psychoeducation; individualized treatment and aftercare planning; therapeutic recreational activities; access to peer support and case management, and referrals to community resources. Crisis behavioral health consultations are also available 24 hours a day, 7 days a week in the Clinical Decision Unit within the Baptist Health Richmond Emergency Department. This unit is a newly renovated space designed to provide a safe, private environment for patients experiencing a mental health crisis. Additional behavioral health risk assessment tools and expanded treatment options are embedded into every Baptist Health Medical Group primary care location. The combined efforts of medical professionals, schools, churches and government agencies will contribute to our success in reducing the stigma around mental health care and educating and engaging individuals to seek better care for themselves and their loved ones. The committee ranked opioid abuse as their second priority in terms of public health issues. Opioid abuse has become an epidemic across the country, and locally we are seeing a similar surge of opioid emergency room visits and usage admissions. Opioid abuse has an impact on overall health and can lead to other co-morbidities. The hospital continues to offer medication-assisted treatment (MAT) for addiction treatment; operates an Adult Chemical Dependency Intensive Outpatient Program (IOP) that provides stabilization and assessment services, treatment options, and IOP group therapy; employs a Behavioral Health Community Outreach Navigator that develops relationships between the hospital and community members and agencies that helps to facilitate education and prevention resources and offers pharmacist-led tobacco cessation clinics. Obesity was one of the top personal health challenges identified by the survey, and remains a significant threat to the health of our community. The state of Kentucky is known for having one of the worst ratings in the United States for obesity and Kentucky has some of the highest rates in the nation for preventable health conditions and behaviors that have been identified as unhealthy. There are a variety of reasons why obesity is difficult to combat - a lack of access to healthy foods, the higher costs of healthy foods, sedentary populations, a lack of exercise options and poor dietary habits. Obesity contributes to so many other health issues (heart disease, stroke, high blood pressure, diabetes, osteoporosis, joint deterioration, cancer, etc), that it is incumbent for the hospital and the community to make a concerted effort to curb this health issue. We are working to ensure that residents have access to a primary care physician, outpatient nutritional counseling and disease management programs for diabetes and related health issues. Continuing to improve access to screening tools, public education and public awareness of healthy lifestyle alternatives help our community members in measurable ways.Social determinants of health are increasingly becoming a major issue in Richmond and Madison County. Many people in the community are without safe housing, transportation and access to nutritious foods. These issues inevitably lead to a decrease in the quality of a person's health. Baptist Health Richmond has many patients whose poor health began with social determinants that could have been prevented with more community resources. Through the combined efforts of medical professionals, schools, churches and government agencies, we help to educate and engage individuals to better care for themselves and their families and to utilize available support options. Baptist Health Richmond employs a Community Liaison staff member that provides resources to patients and community members that address social drivers of health and staff members operate and donate to local food pantries to aid those in need. An increased awareness of the importance of the early detection and prevention of disease through screening programs also improves the health of our community members. It is not within the scope of Baptist Health Richmond's services, expertise or resources to be able to address all of the risk factors that have been identified as influencers of our community's health status. However, it is through networking, partnerships and collaboration with other community stakeholder organizations and agencies that these issues are being addressed. Increasing communication between community service providers, enhancing the public's awareness of the agencies and services available and promoting assistance provided by local community partners is a common goal of our healthcare and civic leaders. Baptist Health Richmond works collaboratively with other community resources to provide support and to serve as a referral source to address the additional identified health needs that fall below the significant prevalence level for our service area. Impact issues such as unemployment and uninsured populations are being managed by economic development groups, the Kentucky Chamber of Commerce, city and county governments and county health departments.
Group A-Facility 8 -- Baptist Health Richmond Part V, Section B, line 13b:	Based on the information provided in the Financial Assistance Policy, (FAP), application and/or through the presumptive eligibility process, a patient or guarantor whose income plus liquid assets is less than or equal to 300% of the current Federal Poverty Guideline for his or her family size is eligible for a full discount under the FAP after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A full FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation. A patient or guarantor whose income plus liquid assets is between 301% and 400% of the current Federal Poverty Guideline for his or her family size is eligible for a 50% discount of the amount for which the patient or guarantor is responsible, after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A partial FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation.Under no circumstances will an individual who is determined to be eligible for either full or partial financial assistance be charged more for emergency or other medically necessary care than the amounts generally billed [AGB] to individuals who have insurance covering such care. Baptist Health will disregard the first five thousand ($5,000) of liquid assets of the household for purposes of calculating eligibility for financial assistance pursuant to the FAP.All uninsured patients receiving emergency or medically necessary care are given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital. Insured patients receiving emergency or medically necessary care that is not allowed by the patient's insurance policy may also be given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital.
Group A-Facility 8 -- Baptist Health Richmond Part V, Section B, line 20e:	Baptist Health will not engage in extraordinary collection actions (ECAs) against a patient or guarantor until Baptist Health has first made reasonable efforts to determine whether the individual is eligible for assistance under the Financial Assistance Policy.Prior to referring individuals to a collection agency, Baptist Health processes all self-pay accounts through an external scoring application to determine additional eligibility for financial assistance.
Group A-Facility 3 -- Baptist Health Hardin Part V, Section B, line 5:	This was the first Community Health Needs Assessment conducted by Baptist Health Hardin. (Hardin Memorial Health, a county-owned hospital, was acquired by Baptist Healthcare System in September 2020). The Baptist Health Hardin CHNA committee worked closely with a wide variety of community partners and resources to gather, disseminate and prioritize the information needed for the Community Health Needs Assessment. Such a community-driven plan of action engages the public and develops partnerships that help promote wellness and healthier communities. The CHNA Committee formed a community health coalition with other healthcare, civic, governmental and educational organizations in the area to share resources and work collaboratively to identify and address the medical and socioeconomic factors affecting the health of the people in our community. Baptist Health Hardin solicited public opinion on community health needs through a survey distributed via social media and the Baptist Health Hardin website and took measures to ensure that the survey would be distributed to reach a representative sample of the population, including demographic groups often underrepresented in public data gathering. The Lincoln Trail District Health Department, a strong community partner with the hospital that serves a six-county area including Hardin, LaRue, Marion, Meade, Nelson and Washington counties was a valuable resource for this CHNA. The department provides environmental, preventive, curative and health maintenance services to our community through direct healthcare, health education, counseling and the enforcement of laws that protect health and the environment. Through these contacts and public surveys, Baptist Health Hardin collected primary data and feedback on the health issues confronting its service area. Survey responses, coupled with information from the area health departments and community partners, were considered as primary data. Secondary data obtained from national, state and local demographic and socioeconomic sources was used, including Kentucky vital statistics, disease prevalence studies, outcome measures and health indicators and statistics. The most recent data came from the Robert Wood Johnson County Health rankings, which were published in 2020. Data regarding health outcomes, health behaviors, clinical care availability, socioeconomic factors and physical environment risks for each county in Baptist Health Hardin's service area was analyzed.The Community Health Needs Assessment Committee included senior hospital leadership and specific department directors. The committee reviewed the information gathered through the primary and secondary data sources combined with the information obtained through community partners, and the comprehensive list of community health needs were documented. The committee then prioritized how and where Baptist Health Hardin should concentrate its resources over the next three years to most effectively address these pressing health needs that create hardships for our residents and stress on agencies throughout our communities. The final CHNA and SIP were approved by the administrative Board of Directors of the hospital and by the Baptist Healthcare System Board of Directors.
Group A-Facility 3 -- Baptist Health Hardin Part V, Section B, line 11:	The CHNA committee's purpose was to identify health challenges and risk factors that can be modified or prevented to improve the health of our community. The committee identified and prioritized community needs for the service area that Baptist Health Hardin can address and affect by implementing programs, providing educational support and sponsoring preventive screenings. Based upon the data collected and analyzed through this assessment, the CHNA committee identified the following as the primary health issues that the hospital will focus on over the next three years: smoking/vaping/lung cancer; obesity; mental health/substance abuse and access to healthcare services.Tobacco use and many of the known health results of tobacco use, (heart disease, stroke, high blood pressure and cancer), were included in the top ten health concerns in the community. Nine of the ten counties in the service area have very high adult smoking rates and significantly higher occurrences of lung cancer. Hardin County has an astonishing 38% of adults who smoke. Baptist Health Hardin has a long history of providing tobacco cessation classes, health screenings and educational resources for community members and continues to lead in this area. Staff members provided anti-vaping educational assistance to over 2,300 public school students, and as a member of the Coalition for a Smoke-Free Tomorrow, Baptist Health is working to improve Kentuckians' health by reducing the high rate of smoking and tobacco use in Kentucky. Currently, the group is advocating for local control, allowing cities and counties to adopt ordinances that govern the sale and usage of tobacco products in their communities. Tobacco use is the proximate cause of numerous health issues, including several types of cancer, emphysema, Chronic Obstructive Pulmonary Disease (COPD), heart disease and stroke. Reducing smoking will have a direct positive impact on our community members.Obesity was the top personal health challenge identified by the survey, and the fourth highest health concern in the community. Only one county in the service area had a lower percentage of obesity than the state of Kentucky as a whole, which is known for having one of the worst ratings in the United States for obesity. There are a variety of reasons why obesity is difficult to combat - a lack of access to healthy foods, the higher costs of healthy foods, sedentary populations, a lack of exercise options and poor dietary habits. Obesity contributes to so many other health issues (heart disease, stroke, high blood pressure, diabetes, osteoporosis, joint deterioration, cancer, etc), that it is incumbent for the hospital and the community to continue to make a concerted effort to curb this health issue. Staff members participated in a collection of food for local food pantries and continue to promote access to screening tools, public education and awareness of healthy lifestyle alternatives. There were a variety of markers that led to the choice of mental health and substance abuse as top health issues for the community. Mental/behavioral health and substance abuse were the two biggest health concerns on the public survey. More than 26.7% of survey respondents indicated they had 'high or 'very high' levels of stress. Almost 18% rate their own mental health as 'fair or 'unhealthy and over 40% said that the mental health of the community is 'unhealthy or 'very unhealthy'. Substance abuse is a common crisis throughout the state and within our community. Baptist Health Hardin has an inpatient behavioral health unit and there is another psychiatric hospital in Hardin County (Lincoln Trail Behavioral Health System), but expanding the availability of mental health care treatment is a vital need. Baptist Health hired a new physician that is board certified in addiction medicine to offer additional treatment options for our patients. To drive improved quality outcomes for our patients, Baptist Health recognizes the importance of integrating behavioral health care into all aspects of care. We also realize the importance of reducing the stigma of seeking behavioral health care services. As a result, we have improved access to outpatient mental health wellness programs and additional risk assessment tools, and expanded treatment options, giving patients new avenues to receive care. These efforts include the Baptist Health Behavioral Health Resource Connection hotline and a network of providers who work in collaboration with our treatment teams. Additional behavioral health risk assessment tools and expanded treatment options are embedded into every Baptist Health Medical Group primary care location. The combined efforts of medical professionals, schools, churches and government agencies will contribute to our success in reducing the stigma around mental health care and educating and engaging individuals to seek better care for themselves and their loved ones. The hospital will also continue to partner with other local resources to combat these complex issues.Access to healthcare was also one of the top health concerns in the community. Baptist Health Hardin has a very low admission rate of patients who come to their Emergency Department, which indicates that patients do not see a primary care physician in a timely manner. This is an area that Baptist Health Hardin and the Baptist Health Medical Group continue to address through the expansion of services and staff. Construction on the new Medical Pavilion directly to the northwest of the hospital was completed in the fall of 2024 and houses a comprehensive cancer center, twelve new surgical suites including a hybrid operating room, three new cardiac cath labs, multidisciplinary outpatient clinics, and patient-centered spaces designed to promote emotional and spiritual wellness. Active recruitment of additional primary care physicians and advanced care providers, coupled with easier access to more services and providers, is helping significantly to address these community health concerns.It is not within the scope of Baptist Health Hardin's services, expertise or resources to be able to address all of the risk factors that have been identified as influencers of our community's health status. However, it is through networking, partnerships and collaboration with other community stakeholder organizations and agencies that these issues are being addressed. Increasing communication between community service providers, enhancing the public's awareness of the agencies and services available and promoting assistance provided by local community partners is a common goal of our healthcare and civic leaders. Baptist Health Hardin works collaboratively with other community resources to provide support and to serve as a referral source to address the additional identified health needs that fall below the significant prevalence level for our service area. Impact issues such as unemployment and uninsured populations are being managed by economic development groups, the Kentucky Chamber of Commerce, city and county governments and county health departments.
Group A-Facility 3 -- Baptist Health Hardin Part V, Section B, line 13b:	Based on the information provided in the Financial Assistance Policy, (FAP), application and/or through the presumptive eligibility process, a patient or guarantor whose income plus liquid assets is less than or equal to 300% of the current Federal Poverty Guideline for his or her family size is eligible for a full discount under the FAP after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A full FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation. A patient or guarantor whose income plus liquid assets is between 301% and 400% of the current Federal Poverty Guideline for his or her family size is eligible for a 50% discount of the amount for which the patient or guarantor is responsible, after all other healthcare resources have been utilized and exhausted (until that time, the application is to be pended). A partial FAP discount represents gross charges less the amount paid by all other healthcare resources and, as applicable, any uninsured discounts or contractual discounts with third-party payers. Refunds will be made if a patient pays more than is owed under this calculation.Under no circumstances will an individual who is determined to be eligible for either full or partial financial assistance be charged more for emergency or other medically necessary care than the amounts generally billed [AGB] to individuals who have insurance covering such care. Baptist Health will disregard the first five thousand ($5,000) of liquid assets of the household for purposes of calculating eligibility for financial assistance pursuant to the FAP.All uninsured patients receiving emergency or medically necessary care are given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital. Insured patients receiving emergency or medically necessary care that is not allowed by the patient's insurance policy may also be given a discount from gross charges that limits payment responsibility to the amounts generally billed [AGB] by each hospital.
Group A-Facility 3 -- Baptist Health Hardin Part V, Section B, line 20e:	Baptist Health will not engage in extraordinary collection actions (ECAs) against a patient or guarantor until Baptist Health has first made reasonable efforts to determine whether the individual is eligible for assistance under the Financial Assistance Policy.Prior to referring individuals to a collection agency, Baptist Health processes all self-pay accounts through an external scoring application to determine additional eligibility for financial assistance.
Part V, Section B, Line 3e	Every Baptist Health hospital did include a prioritized list of the community's significant health needs in its CHNA report.
Part V, Section B, Lines 16 a,b,c	https://www.baptisthealth.com/patients-visitors/after-your-visit/billing-information/financial-assistance
Part V, Section B, Lines 7a and 10a	https://www.baptisthealth.com/connect-learn/community-health-outreach/community-health-needs-assessments

Schedule H (Form 990) 2023

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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?
Name and address		Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10

Schedule H (Form 990) 2023

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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
Part I, Line 7:	COSTING METHODOLOGY:Financial Assistance at Cost is calculated on Schedule H, Worksheet 1. Gross patient charges written off under the Financial Assistance Policy, (FAP), and uninsured discounts are reported from financial reporting systems. The cost-to-charge ratio applied is calculated on Schedule H, Worksheet 2, Ratio of Patient Care Cost-to-Charges. The community benefit for unreimbursed Medicaid is calculated on Schedule H, Worksheet 3, Medicaid and Other Means-Tested Government Health Programs. Gross Medicaid patient charges and Medicaid net patient service revenue are as reported on the Centers for Medicare & Medicaid Services, (CMS), cost reports.Subsidized services are calculated using patient level cost accounting information. All patient segments, payer plans and clinical services are separately identified and factored in to the calculations. The cost of charity care, bad debts and Medicaid are removed from the calculation of the loss on subsidized services.Much care is taken to ensure that costs used for community benefit reporting are directly related to exempt-purpose patient care and that costs are reported accurately.
Part I, Line 7g:	SUBSIDIZED HEALTH SERVICES:In order to meet the health and wellness needs of our communities throughout Kentucky and southern Indiana, Baptist Healthcare System, (BHS), provides grants to Baptist Health Medical Group, Inc., (BHMG), a nonprofit Section 501(c)(3) entity that is organized and operated to provide healthcare facilities and services. These grants allow BHMG to continue to provide support and care for Medicaid and charity care patients through primary care centers, rural health clinics, urgent care centers and specialty health clinics that meet a demonstrated community need. BHS makes these grants on the condition that BHMG use the grant funds only for the following activities:1. To provide care for patients participating in Medicaid and other means-tested government health programs, including but not limited to the Kentucky Children's Health Insurance (KCHIP) program.2. To provide care, for free or at discounted rates, to low-income patients who cannot afford the cost of care.3. To fund the operations of rural health clinics that provide care for the patients described above.4. To engage in community activities and programs in response to demonstrated community needs to improve community health, including but not limited to health screenings; COVID testing; sports training, education and support for community athletic programs; vaccinations and community health education. The expenses related to the above activities are included in Schedule H, Part I, Line 7g; Subsidized Health Services.
Form 990, Schedule H, Part I, Line 6A	Each hospital within Baptist Healthcare System, Inc. (BHS), (61-0444707), prepares a Community Benefit Report. In addition, a summary Community Benefit Report is prepared on a consolidated basis for all entities.
Part II, Community Building Activities:	COMMUNITY SUPPORT: The entire Baptist Health organization is committed to our mission to positively impact the health of our communities. We are dedicated to clinical excellence, patient safety and continued growth to best meet the needs of our patients and the unique needs of each of the communities we serve. We believe it is our responsibility to improve the health and wellness of our communities through a continuum of accessible healthcare, effective community education and the continuous quality improvement of our services in a manner that is financially responsible in the structure and delivery of healthcare services. Our providers remain focused on helping people get well and stay well. We strive to maintain the highest quality safety standards; we seek new outreach and wellness initiatives to create a culture of health in each community; we grow our programs and facilities to make comprehensive care more accessible; we embrace new research and clinical trials and seek new opportunities to connect with our patients through comprehensive, safe and personalized care. In 2024 Baptist Health celebrated 100 years of caring with over 175 days of service that flowed into each of our communities. During centennial year celebration events alone, our volunteer efforts reached over 11,000 individuals through health screenings, clean-up events, food drives, educational events and blood drives. COALITION BUILDING: As a not-for-profit health care provider, Baptist Health has made a commitment to our communities to provide care and services that go far beyond what is expected of a hospital, including charity care, education, community partnerships and a wide variety of special programs and services. Improving the health of those in our communities at a grassroots level requires partnerships with other like-minded local and national organizations to further enhance and support successful initiatives and programs. Working together with our community partners allows us to maximize the scope of assistance we can all provide, as well as the collective impact. During centennial celebration events, Baptist Health collaborated with over 85 community agencies to provide care in our local communities. Baptist Health regularly partners with county, city and state health departments and leaders; local schools and universities; the Centers for Disease Control and Prevention (CDC); the Kentucky and Indiana Hospital Associations, and other healthcare providers. COMMUNITY HEALTH IMPROVEMENT ADVOCACY: Baptist Health continues to offer a variety of outreach programs across our communities, including educational classes, health screenings, health fairs, support groups and coalitions with local schools and government agencies that align with our mission, vision, and values. Baptist Health's Wellness team is constantly seeking new opportunities to change the health of our communities for the better, one individual at a time. The team creates a culture of health and accountability, effectively engaging participants to reach their health and wellness goals. Baptist Health's innovative, award-winning wellness programs include smoking-cessation classes, substance abuse education, weight-management programs, diabetes prevention, nutritional health, stress management and physical activity programs. Dozens of support groups are offered in our communities that allow for expert-lead discussions in a caring environment, fostering a sense of connection and community among the participants. Baptist Health places great importance on educational and preventive programs, recognizing that knowledge is critical to the health of our communities. Classes are available in person and virtually, and cover a wide range of health-related topics from childbirth to advanced care planning. Increasing awareness of prevention and early detection opportunities is vital to our neighbors, especially in underserved communities. Preventative screenings and advanced diagnostic testing are available at all Baptist Health hospitals. During centennial year celebration special events, over 1,600 community members were screened for heart disease; over 330 were screened for colon cancer; over 420 were screened for stroke and high blood pressure; more than 360 flu shots were administered and 350 units of blood were collected to meet local needs. More than 300 volunteers participated in the cleanup of a local park, highlighting the physical and mental benefits of being outdoors, and nearly 1,500 participants learned how to prevent falls and strengthen bones during orthopedic screenings and education sessions. RESEARCH: At Baptist Health, our leadership in clinical research is directly linked to our organizational mission to best serve the healthcare needs of patients and communities across Kentucky and Southern Indiana. Our ability to better understand and more effectively diagnose, monitor, treat and prevent disease hinges upon vigorous research programs and the commitment of healthcare organizations like Baptist Health. Medical research represents the future of healthcare, and we recognize the potential for immediate and future health benefits by offering our patients the opportunity to participate in clinical trials. Our goal is to provide the latest innovations and the newest treatment options in a community-based setting.Baptist Health research teams offer services that are vital to the success of clinical research that include: coordinating the participation in federal and commercially sponsored research trials; matching patients to trials and studies administered through Baptist Health; collaborating with other hospitals and treatment centers to find the best possible fit between patients and research initiatives; screening patients daily to provide treatment options that go beyond standard levels of care and providing treatments that are offered close to home, allowing patients to remain near family and trusted care providers. Baptist Health clinicians are participating in numerous clinical studies including Phase I, II, III, and IV trials, as well as PASS investigational drugs, devices, biospecimen research, observational studies, and investigational procedures. Therapeutic areas of current research include cardiology, hematology, infectious diseases, nephrology, neurology, obstetrics/gynecology, oncology, orthopedics, pediatrics/neonatology, toxicology and pulmonary diseases. Cancer research continues to grow through the Baptist Health Cancer Research Network, (BHCRN). The BHCRN is a collaborative effort among caregivers, administrators and patients to improve cancer care through research, and to support patient access to National Cancer Institute (NCI) sponsored oncology research trials at facilities throughout Kentucky and neighboring states. The BHCRN offers Phase II, Phase III and quality-of-life trials for a variety of cancers, including breast, lung and lymphoma. Results of these trials are shared with the U.S. FDA.The BHCRN selects trials based on patient population and physician interest; develops a quality monitoring system to assure compliance with National Cancer Institute (NCI) guidelines; ensures proper researcher training and is committed to working with the NCI and the Guardian Research Network (GRN) to bring a broader range of clinical trials to the network. The GRN is a nationwide consortium of high-performing community health systems that created a breakthrough platform to accelerate cures for cancer. The network's objectives are to identify and place patients into clinical trials as quickly as possible, cutting crucial weeks and months off enrollment timelines. The network also houses a searchable database that reports comprehensive data and testing results.Baptist Health received national recognition for participation in the CREST-2 registry, who's primary objective is to promote rapid enrollment into randomized clinical trials for the treatment of carotid artery occlusive disease, a leading cause of strokes. Sponsored by the National Institute of Neurological Disorders and Stroke (NINDS) through the NIH, the principal investigator for the trial is a cardiologist at Baptist Health Lexington, which is the top enroller among over 100 locations participating in the trial. BH Lexington has the specific resources available to treat the most complex stroke cases and has been designated as a Comprehensive Stroke Center, (CSC), by the American Heart Association. It is one of only four hospitals in Kentucky to receive this high level of certification.Clinical research expands the knowledge and experience of our care providers, allowing us to gain a better understanding of effective treatments. The research studies of today can become the standard treatments of tomorrow.
Part III, Line 2:	BAD DEBT EXPENSE:As a result of certain changes required by Accounting Standards Update(ASU) 2014-09, the majority of Baptist Health's provision for uncollectible accounts is recorded as a direct reduction to net patient service revenue instead of being presented as a separate line on the consolidated statements of operations. The core principle of the guidance in ASU No. 2014-09 is that an entity should recognize revenue to depict the transfer of promised goods or services to customers in an amount that reflects the consideration to which the entity expects to be entitled in exchange for those goods or services. For Baptist Health's healthcare operations, the adoption of ASU No. 2014-09 resulted in changes to the presentation for and disclosure of revenue related to uninsured and underinsured patients. Under ASU No. 2014-09, the estimated uncollectible amounts due from these patients are generally considered an implicit price concession and are a direct reduction to patient service revenue.
Part III, Line 3:	OTHER BAD DEBT REPORTED IN COMMUNITY BENEFIT:No other bad debt amounts have been included as community benefit. The hospital educates patients with limited ability to pay regarding financial assistance and for this reason, the organization believes it accurately captures all charity care deductions provided according to the financial assistance policy, and the amount of bad debt expense attributable to patients eligible under the organization's charity care policy is negligible.
Part III, Line 4:	BAD DEBT EXPENSE FOOTNOTE:A separate footnote for bad debt expense is not included in the audited financial statements. However, beginning in 2012 Baptist Health reported the provision for uncollectible accounts related to patient service revenue as a deduction from patient service revenue. The costing methodology of bad debt is outlined in Schedule H, Part VI, Line 1.
Part III, Line 8:	MEDICARE COSTING METHODOLOGYMedicare revenues and allowable costs were taken from the "as filed" Medicare cost report. Much care is taken to ensure that all adjustments to remove non-allowable costs are taken. Due to the fact that Medicare rates are non-negotiable and are established by the government, all of the shortfall for Medicare should be included as a community benefit.
Part III, Line 9b:	COLLECTION PRACTICES:No individual determined to be eligible for financial assistance will be billed for more than the amount specified in the Financial Assistance Policy (FAP)and if an overpayment is made on hospital accounts, it will be refunded. Patients or guarantors who have an ability to pay for medical services and who have been determined to be ineligible for financial assistance or have not submitted an application for assistance under the FAP will be billed based on the following guidelines: - Patients or guarantors may be provided an opportunity to pay an estimated patient liability at point of service. - Baptist Health will accept and file claims for all insurances assigned to the organization with adequate proof of coverage. This assignment does not relieve the patient or guarantor of responsibility for payment if the third-party payer fails to pay as prescribed by regulation, statute or patient-insurance contract. Deductibles, co-payments and non-covered services will be the responsibility of patient or guarantor. - Billing statements will be sent to the guarantor once patient liability is determined for insured or uninsured patients and necessary billing follow-up telephone calls will be made by a Baptist Health call center staff member and/or a designated external early out vendor for at least 120 days. If applicable, efforts will be made to assist uninsured patients to secure coverage through any governmental or other assistance programs. - Patients requesting detailed charge information will be provided an itemized bill. Baptist Health Patient Financial Services will provide all patients the same information concerning services and charges.- Patient accounts not resolved at the end of this period will be considered for referral to external collection agencies subject to requirements and limitations. Collection agencies will pursue patient balances while maintaining compliance with the Fair Debt Collection Practices Act and the ACA International's Code of Ethics and Professional Responsibility.
Part VI, Line 2:	NEEDS ASSESSMENT:In compliance with the Patient Protection and Affordable Care Act of 2010, Baptist Health conducts a tri-annual planning process that is driven by our mission to improve the health of our communities and the strategic vision to be the health care leader in Kentucky and Indiana. Key industry and community issues, (such as prominent health conditions prevalent within each community, medically underserved areas and underprovided clinical services), are considered and analyzed for their impact on each of our eight hospitals, our entire system of healthcare providers, and most importantly, our communities and patients. Community partners work with each hospital to define immediate and long-term health needs that must be addressed, as well as effective development goals, plans and strategies to improve the health of our communities. These goals help us to effectively allocate both human and financial resources and are foundational to our patient care focus.The Community Health Needs Assessment and the Strategic Implementation Plans are shared with and approved by the administrative Board of Directors of each hospital and the System Board of Directors.
Part VI, Line 3:	PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE:The following is a list of various methods/processes used to inform/educate patients on the availability of financial assistance: - Financial counselors advise and/or screen uninsured patients before or during hospital services, - A third party vendor advises and/or screens uninsured patients during hospital services, - Financial counselors provide follow-up contact for patients missed during services, - The state-sponsored DSH form is provided to all Emergency Department uninsured patients, - Telephone calls and in-person visits are handled by staff trained to discuss financial assistance, - Information regarding financial assistance is included in patient statements. - The Baptist Health sponsored charity care program policy is posted in key areas of each hospital and on the website of each hospital and the System.
Part VI, Line 4:	COMMUNITY INFORMATION: Baptist Healthcare System, Inc.(BHS)BHS is comprised of eight regional hospitals, each serving a unique and diverse geographic area in Kentucky and Indiana.Baptist Health Lexington (BHLEX) is an award-winning acute, skilled care facility and major medical research and education center. Established in 1954, BHLEX is recognized for its excellence in maternity, heart and cancer care and the groundbreaking research conducted at the Clinical Research Center. Specialized comprehensive services include: neurosciences/stroke care; CyberKnife treatment; genetic counseling; orthopedics; rehab and occupational health. BHLEX serves as a regional referral center for tertiary care services not offered by other area hospitals. Over 500 physicians and advanced practitioners are on staff supporting more than 50 medical specialties at numerous points of care in the region.BHLEX is located five miles from I-75 and I-64, providing access for Lexington metro patients and those from central and eastern Kentucky. The primary geographic service area accounts for approximately 78% of BHLEX's inpatients and is comprised of Fayette and seven other counties. Approximately 15.4% of the population of the local area is over 65 and the 2024 unemployment rate averaged approximately 4.8%, compared to 5.2% for Kentucky and 4.4% nationally.Baptist Health Louisville (BHLOU) opened in 1975 and serves as a general acute care facility, specializing in cardiovascular and comprehensive rehabilitation services. Area residents benefit from emergency services, including special teams for heart attack and stroke care. The hospital's cancer services include freestanding radiation centers and the Osborn Cancer Center that includes a resource center and a multidisciplinary lung care clinic. Women's health services include digital mammography, ultrasound and bone-density scanning. Other areas of expertise include orthopedics, neurosurgery, and behavioral health. The Innovative Learning and Development Department supports educational programs for community healthcare providers, physicians, clinicians and employees. BHLOU is located in St. Matthews in Jefferson County, five miles east of downtown Louisville, near Interstate 64, a main access to downtown, and Interstate 264, a main beltway around Louisville. The primary geographic service area for BHLOU consists of Jefferson and four surrounding counties, where approximately 75% of BHLOU's inpatients reside. Approximately 17.8% of the population of the local area is over 65 and the average 2024 unemployment rate was approximately 4.6%, compared to 5.2% for Kentucky and 4.4% nationally.Baptist Health Hardin (BHHAR) is a tertiary acute care hospital located in Elizabethtown, KY in Hardin County. BHHAR opened in February 1954 as Hardin Memorial Health, a county-owned hospital. BHS managed the facility for over twenty years before purchasing the hospital in 2020. Area residents benefit from compassionate care provided with advanced innovative technology available in over 40 specialty services including cancer care, cardiology, pulmonary care, women's health services and obstetrics, and a Level II Neonatal Intensive Care Unit (NICU). The new Medical Pavilion was completed in the fall of 2024 and houses the comprehensive cancer center, surgical suites, a hybrid operating room, cardiac cath labs, and outpatient clinics.BHHAR is located in central Kentucky at the crossroads of Interstate 65 and the Bluegrass and Western Kentucky Parkways. Service areas include Hardin and nine other Kentucky counties. Over 60% of BHHAR's acute care patients are residents of Hardin County, where BHHAR is the market share leader. Approximately 15.5% of area residents are over the age of 65 and the average 2024 unemployment rate was approximately 4.6%, compared to 5.2% for Kentucky and 4.4% nationally. Baptist Health Paducah (BHPAD) opened in 1953 in Paducah, KY, and is a tertiary acute care hospital. A respected regional medical and referral center, BHPAD offers over 45 points of care providing a full range of services, including cardiac care; diagnostic imaging; women's and children's services; surgery; rehabilitation; transitional care and wound care. BHPAD offers the region's only cancer center, the only Joint Commission certified Advanced Primary Stroke Center, the only Level III NICU and the only certified robotic surgeons, using the region's first da Vinci robotic surgical system. BHPAD is one of only two hospitals located in Paducah, the largest city in BHPAD's service area. The primary service area for BHPAD consists of McCracken and five other Kentucky counties and Massac County in Illinois, with a total service area of 18 counties. Approximately 75% of BHPAD's patients reside in the primary service area. Approximately 18.4% of the local population is over 65 and the average 2024 unemployment rate was approximately 5%, compared to 5.2% for Kentucky and 4.4% nationally.Baptist Health Floyd (BHF) was acquired by BHS in 2016. Since its inception in 1953, BHF, located in New Albany, IN, has grown to be an outstanding regional healthcare provider. BHF is a general acute care facility, specializing in cardiovascular services, cancer care and comprehensive rehabilitation services. BHF has a 24-hour ED, inpatient and outpatient surgery, lab, pharmacy and imaging capabilities. The BHF primary service area includes Floyd, Clark, and four other counties in Indiana. Over 60% of the patients served come directly from Floyd and Clark counties. BHF is conveniently located minutes from downtown Louisville. Approximately 18.1% of the population of the local area is over 65 and the average 2024 unemployment rate was approximately 3.5%, compared to 4.5% for Indiana and 4.4% nationally.Baptist Health Corbin (BHCOR) opened in 1986 in Corbin, KY and celebrated 38 years of service in 2024. BHCOR is a general acute care facility, offering 25 points of care in a full continuum of care and is a vital part of its community offering outreach, educational and screening programs. Patient services include robotic surgery; palliative care; outpatient diagnostic centers; occupational medicine and physical therapy clinics; expanding cancer, cardiac and neurologic programs; a women's center; advanced MRI and microsurgery technologies and behavioral health services. BHCOR is located less than one mile off Interstate 75, near U.S. Highway 25, providing access from several surrounding communities. BHCOR primarily serves the Tri County area that includes Whitley, Knox and Laurel counties along with five additional counties in Kentucky and Jellico, Tennessee. Over 90% of BHCOR's inpatients originate from these counties. Approximately 21.4% of the population of the local area is over 65 and the average 2024 unemployment rate was approximately 6.2%, compared to 5.2% for Kentucky and 4.4% nationally.Baptist Health La Grange (BHLAG) opened as Tri-County Community Hospital in 1987, and after joining BHS in 1992 expanded facilities and services to meet the needs of a growing community. The hospital offers an ED that is stroke certified by the Joint Commission; inpatient and outpatient surgery; imaging and MRI services; 3D mammography and stereotactic breast biopsy; occupational therapy and a five-star rated Skilled and Rehab Care Center. BHLAG recently completed a $2.5 million renovation of the Rawlings Women's Center, new cardiac and infusion centers and modernized pre- and post-op areas.BHLAG is located off Interstate 71, 20 minutes northeast of Louisville. Over 80% of BHLAG's inpatients come from Oldham, Henry, Trimble and Carroll counties. Approximately 15.1% of the local population is over 65 and the average 2024 unemployment rate was approximately 4.2%, compared to 5.2% for Kentucky and 4.4% nationally.Baptist Health Richmond (BHR) was founded in 1892 and joined BHS in 2012. BHR is a rural, acute care hospital that has served its community for more than 130 years. The hospital offers 19 points of care in a full continuum with a vast network of providers. Services include cardiac surgery and rehab; orthopedics; occupational, physical and respiratory therapy; women's health and childbirth services; cancer care; diabetic treatment; infusion services; MRI and radiologic imaging, and nuclear medicine. Staff and board-certified emergency physicians in the ED train for disaster preparedness annually with the federal Chemical Stockpile Emergency Preparedness Program (CSEPP).BHR is located in Madison County, in the Appalachian region. BHR is 26 miles south of Lexington and 103 miles southeast of Louisville. More than 33% of BHR's patients are from low-income or underserved populations. Approximately 78% of BHR's patients reside in Madison County and 97% live in Appalachia. Approximately 15% of the local population is over 65 and the average 2024 unemployment rate was approximately 5%, compared to 5.2% for Kentucky and 4.4% nationally.
Part VI, Line 5:	PROMOTION OF COMMUNITY HEALTH:The Baptist Health Board of Directors is comprised of local representatives who, along with the System's management and employees, understand the responsibility of providing high quality health care services to the communities we serve. Operating healthcare facilities in our current environment requires a delicate balance between producing a sufficient margin to allow for adequate staffing and investment in new facilities and technologies, while also providing enough resources to absorb the cost of care for patients who do not have the ability to pay for services. During fiscal year 2024, Baptist Health was able to re-invest over $359 million into our communities in new technology, construction, renovations and systems improvements. The quantifiable amount of community benefits provided by Baptist Health does not capture the economic benefit of Baptist Health being one of the largest employers in the state. Employee wages have a substantial impact on local economies, influencing expenditures on food, housing, services, and other goods.Baptist Health reaches out to the community in many ways through: - Hosting educational programs that include pre-natal, CPR, and smoking cessation classes; AED training; nutrition, fitness, substance abuse and safe sitter programs. - Promoting and providing preventive and early diagnostic care services. - Conducting health fairs for local schools, businesses and churches. - Participating in fund-raising and other events to help local agencies such as the American Heart Association, Metro United Way, American Cancer Society, Dare to Care, and the American Red Cross. - Providing resources for support groups and donating hospital space for community group meetings. - Participating on community health assessment teams dedicated to identifying and addressing local health needs in each of the counties we serve. - Maintaining necessary but unprofitable services that meet community needs. - Helping to recruit physicians to underserved areas and extending medical staff privileges to qualified physicians.- Helping patients coordinate services with other healthcare providers. - Monitoring clinical outcomes to ensure quality care and committing resources to improve safety and processes of care. - Providing services conveniently accessible by patients. - Mentoring students to promote healthcare careers.To celebrate Baptist Health's 100 years of service, Baptist Health team members committed to 100 days service to commemorate this milestone achievement and the Baptist Health legacy of exceptional care. We surpassed that goal and completed 176 days of service, reaching over 11,000 community members through health fairs, screening and educational events, local clean-up efforts, food drives and healthcare career camps. Baptist Health employees donated over 80,000 baby items to 10 community partners; staff members cleaned up local parks and donated over 650 backpacks and pairs of new shoes to local schoolchildren.Baptist Health Hardin, in collaboration with United Way of Central Kentucky, helped clean up a local elementary school. Volunteers removed weeds, trimmed landscaping, mulched and painted in preparation for the start of the new school year. The effort focused attention on the importance of providing a healthy environment for students to learn and grow, and that each individual can make a difference in their community.Several Baptist Health service areas ranked food insecurity as one of their most pressing health concerns. Recognizing that providing access to healthy food is an essential healthcare service, Baptist Health collaborated with Feeding America to offer healthcare screenings and Baptist Health employees donated over $35,000 in cash and food supplies to local agencies such as Dare to Care and Helping Hand of Hope.Baptist Health Richmond, the Ignite Academy of Madison County and the Eastern Kentucky University College of Health Sciences partnered to host The Medical Explorers Academy. This new program offers high school students comprehensive learning experiences that concentrate on healthcare careers, while fostering the necessary skills to become proficient clinicians.Baptist Health's support for community activities underscores its commitment to improving the lives of those served. Because Baptist Health and its employees contribute so much of their time, talent and resources to serve others, communities served by Baptist Health are better places to live and work. Baptist Health remains committed to investing in diverse initiatives focused on improving the quality and accessibility of healthcare in our communities. Our goal is to deliver personalized care that is both efficient and proactive. In June of 2024, Baptist Health La Grange opened a nearly $10 million Behavioral Health Unit that significantly expands access to mental health services. This unit has the only publicly available inpatient behavioral health beds in Oldham, Henry, Trimble, Carroll or Shelby counties in Kentucky, and includes private rooms, a secure outdoor area and dedicated space for specialized therapy. The unit also provides critically needed outpatient resources that compliment inpatient treatment and reduce readmission rates.Baptist Health Hamburg, a $250 million development in Lexington opened in April 2024. The facilities were designed to focus on comprehensive and convenient patient care in a setting of healing and hope. The Hamburg campus includes an ambulatory surgery center, an emergency department, a cancer center, a pharmacy, a physician office complex, a wide scope of specialty and diagnostic services and nearly two miles of walking trails.In December 2023, Baptist Health Floyd hospital opened a Level II NICU, a dedicated pediatric wing, and a Heart Failure clinic. Welcomed by families in our community, the Level II NICU has kept over 200 babies closer to their parents and families while receiving high-quality neonatal intensive care.To address the growing need for nonemergency transportation services that exists in most of our service areas, Baptist Health has expanded the medical transport services offered to patients transferring from the hospital to other healthcare facilities and to patients returning home. Facilitating nonemergency transportation is a valuable service for our patients and lends critical support to our local emergency services partners by increasing their availability and capacity for emergency, lifesaving care.Throughout the COVID-19 epidemic, Baptist Health played a lead role in advising state and local leaders as they developed policies that would ensure the safety of patients, healthcare staff, first responders, childcare workers, nursing home residents and the community at large. Baptist Health leaders continue to foster these important alliances with state and local governments, community leaders, executives from other health systems and the Kentucky and Indiana Hospital Associations as the effects of the pandemic continue to influence healthcare operations and our communities. Navigating the COVID-19 pandemic accelerated the growth and development of innovations in the delivery of healthcare services that will positively affect how care is provided in the future. Baptist Health continuously monitors COVID-19 and other public health data, statistics, trends, clinical information and research in order to reevaluate current policies and procedures so that we can maintain the highest safety standards and provide peak levels of care to our patients in any public health emergency.The Internal Revenue Service Revenue Ruling 69-545 provides that a hospital can demonstrate it has met the community benefit standard by having a full-time emergency room open to the public regardless of ability to pay for services received. All Baptist Health hospitals operate emergency departments that are open 24 hours a day, 365 days a year. During fiscal year 2024, Baptist Health emergency departments treated over 396,000 patients. Each emergency department posts the Baptist Health policy stating that patients will be treated regardless of their ability to pay. Depending on the severity of a patient's condition, as a service to the patient, Baptist Health may verify insurance prior to rendering services in the emergency department. Under no circumstances is emergency care delayed by discussions regarding insurance coverage or the ability to pay for services. In addition, Baptist Health does not convey or intimate in any way to any emergency medical transportation service an unwillingness to treat any patient in need of medical attention.
Part VI, Line 6:	AFFILIATED HEALTH CARE SYSTEM:Baptist Healthcare System, Inc., (BHS), is a nonprofit, tax-exempt organization that owns and operates eight hospitals in Kentucky and Indiana. Effective 9/1/2021, Baptist Healthcare System, Inc. and Deaconess Health Kentucky, Inc. formed the joint venture Baptist Health Deaconess, LLC., which owns and operates Baptist Health Deaconess Madisonville Inc. hospital and Baptist Health Deaconess Medical Group, Inc. which operates physician practices and outpatient clinics. Through this joint venture, Baptist Healthcare System, Inc. and Deaconess Health Kentucky, Inc. bring capital and expertise that will provide enhanced health care services to the Madisonville community. (Baptist Health Madisonville, Inc. is a nonprofit, tax-exempt former affiliate of BHS that owns and operates a hospital in Madisonville, KY. Through 8/31/2021, Baptist Health Madisonville was 100% owned and operated by Baptist Healthcare System, Inc.)Baptist Health Medical Group, Inc. is a nonprofit, tax-exempt affiliate that owns and operates physician practices and other healthcare facilities. Baptist Healthcare Foundation, Inc., Baptist Health Foundation of Greater Louisville, Inc., Baptist Health Foundation Corbin, Inc., Baptist Health Foundation Richmond, Inc., Baptist Health Foundation Lexington, Inc., Baptist Health Foundation Floyd, Inc. and Baptist Health Foundation Paducah, Inc. are nonprofit, tax-exempt affiliate corporations. Baptist-Physicians' Surgery Center is a limited liability corporation, of which Baptist Healthcare System Inc. owns 59.63%. Baptist Health Surgery Center Eastpoint, (formerly known as Eastpoint Surgery Center, LLC. and owned 84% by BHS), is a non-profit limited liability corporation of which Baptist Healthcare System, Inc. owns 100% after purchasing the remaining interest on 1/1/2020. Baptist Health Surgery Center LLC. is a limited liability corporation formed in 2020 to purchase an existing surgery center in Lexington, KY. Baptist Healthcare System Inc. was the sole member through December 2021 and now owns 93% of the entity.Baptist Health Cumberland Valley Surgical Center, LLC. is a limited liability corporation located in Corbin, KY. Baptist Healthcare System, Inc. owns 51%.Baptist Health Surgery Center Breckenridge LLC. is a non-profit limited liability corporation that was formed in 2022. Baptist Healthcare System, Inc. is the sole member and owns 100%.Baptist Health Network Partners, LLC. (BHNP), (formerly known as Purchase Health Quality Collaborative, LLC "PHQC"), formed in 2011, is a non-profit limited liability company whose sole member is BHS. BHNP was formed to support a physician/hospital network established by PHP, working with Baptist Health Paducah to engage in clinical integration activities. Baptist Health Care Partners, LLC. (BHCP), formed in 2015, is a non-profit limited liability company whose sole member is BHS. BHCP was formed to participate in the CMS Medicare Shared Savings Program, (MSSP), as an Accountable Care Organization (ACO).Mercy Regional Emergency Medical System, LLC ("MREMS"), formed in 1996, is a non-profit corporation which owns and operates an ambulance service in McCracken County, Kentucky in the service area of Baptist Health Paducah. BHS owns a 50% interest in MREMS and the remaining 50% interest is owned by Mercy Health System, Inc. D.B.A. Lourdes Hospital. Baptist Health Intuitive of Kentucky and Southern Indiana, LLC. is a joint venture and was formed in 2020 to manage and staff freestanding emergency departments. Baptist Healthcare System, Inc. owns 51%.Baptist Health Assurance Group LTD, (BHAG) was formed in July 2022 as an offshore captive insurance company which holds all self-insured liabilities and trusteed assets related to medical malpractice and workers compensation. Baptist Healthcare System, Inc. is the sole member of BHAG. All related entities are located in the Commonwealth of Kentucky or the state of Indiana. The entities described in Schedule H, Part VI, Line 6 contributed a combined community benefit amount as follows: Charity Care at Cost $83,293,000 Community Health Improvement 4,887,000 Health Professions Education 4,586,000 Subsidized Health Services 233,257,000 Cash and In-Kind Contributions 4,496,000 Total Community Benefit $330,519,000
Part VI, Line 7, Reports Filed With States	KY,IN

Schedule H (Form 990) 2023

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
Baptist Healthcare System Inc

Employer identification number
61-0444707

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) American Cancer Society 1504 College Way Lexington,KY40502	13-1788491	501 (c)(3)	112,650	0			General Support
(2) American Heart Association 240 Whittington Parkway Louisville,KY40222	13-5613797	501 (c)(3)	86,000	0			General Support
(3) Baptist Health Deaconess Madisonville Inc 900 Hospital Drive Madisonville,KY42431	61-0654587	501 (c)(3)	450,000	0			General Support
(4) Baptist Health Foundation Hardin 913 N Dixie Avenue Elizabethtown,KY42701	61-1251585	501 (c)(3)	0	481,358	Cost	Services	General Support
(5) Baptist Health Medical Group Inc 1901 Campus Place Louisville,KY40299	20-5497203	501 (c)(3)	204,164,004	0			Subsidize Services
(6) Book For Hope Inc 22 Barrington Circle Paducah,KY42003	47-2899914	501 (c)(3)	12,500	0			General Support
(7) Citizens of Louisville Organized and United Together Inc 1113 S 4th Street Louisville,KY40203	61-1202176	501 (c)(3)	8,000	0			General Support
(8) Elizabethtown Community and Technical College 600 College Street Road Elizabethtown,KY42701	61-1320380	501 (c)(3)	0	7,300	Cost	Medical Supplies & Equipment	General Support
(9) Greater Louisville Medical Society Foundation 4949 Brownsboro Road Louisville,KY40222	61-0598020	501 (c)(3)	15,000	0			General Support
(10) Greater Louisville Sports Commission 401 W Main Street Suite 2200 Louisville,KY40202	61-1365860	501 (c)(3)	14,500	0			General Support
(11) Greater Paducah Economic Development Center Inc PO Box 1155 Paducah,KY42002	61-1181577	501 (c)(6)	20,000	0			General Support
(12) Hildegard House 114 Adams Street Louisville,KY40206	46-5555742	501 (c)(3)	30,000	0			General Support
(13) Hope Center Inc PO Box 6 Lexington,KY40588	61-1107296	501 (c)(3)	25,000	0			General Support
(14) Ironcology II Inc 1185 Indian Mound Road Lexington,KY40502	82-5111678	501 (c)(3)	20,000	0			General Support
(15) Ivy Tech Foundation 50 W FallCreek Parkway Drive Indianapolis,IN46208	23-7073977	501 (c)(3)	23,000	0			General Support
(16) Jefferson Community and Technical College Foundation 109 E Broadway 302a Louisville,KY40202	23-7035648	501 (c)(3)	10,000	0			General Support
(17) Kentucky and Southern Indiana Stroke Association 3425 Stony Brook Circle Louisville,KY40220	61-1335267	501 (c)(3)	10,000	0			General Support
(18) Kentucky Derby Museum 704 Central Avenue Louisville,KY40208	31-1023459	501 (c)(3)	7,000	0			General Support
(19) Knox Regional Development Alliance Inc PO Box 1621 Elizabethtown,KY42702	20-8105293	501 (c)(3)	80,000	0			General Support
(20) Kosair Charities 982 Eastern Parkway Louisville,KY40217	61-0514703	501 (c)(3)	30,000	0			General Support
(21) Leadership Kentucky Foundation 464 Chenault Road Frankfort,KY40601	31-1096215	501 (c)(3)	25,000	0			General Support
(22) Leadership Southern Indiana Inc 8204 Highway 311 Sellersburg,IN47172	35-1644080	501 (c)(3)	8,275	0			General Support
(23) Leukemia and Lymphoma Society 3 International Drive Rye Brook,NY10573	13-5644916	501 (c)(3)	10,000	0			General Support
(24) Lexington Strides Ahead Foundation 330 E Main Street Lexington,KY40507	61-1322448	501 (c)(6)	25,000	0			General Support
(25) Lincoln Heritage Council Boy Scouts of America 12001 Sycamore Station Place Louisville,KY40299	61-0445839	501 (c)(3)	26,000	0			General Support
(26) Louisville Healthcare CEO Council 201 E Jefferson Street Louisville,KY40202	82-3835653	501 (c)(4)	306,820	0			General Support
(27) March of Dimes 196 W Lowry Lane Lexington,KY40503	13-1846366	501 (c)(3)	13,000	0			General Support
(28) Market House Theatre of Paducah Kentucky Inc 132 Market House Square Paducah,KY42001	31-0994059	501 (c)(3)	6,000	0			General Support
(29) McCracken County High School 6530 Old Highway 60 Paducah,KY42001	46-3183133	Government	15,000	0			General Support
(30) Merryman House Domestic Crisis Center 435 Berger Road Paducah,KY42003	61-0974637	501 (c)(3)	6,000	0			General Support
(31) Mission Lexington 230 S MLK Boulevard Lexington,KY40508	20-2824933	501 (c)(3)	12,500	0			General Support
(32) Murray State University 200 Heritage Hall Murray,KY42071	61-6053844	501 (c)(3)	15,000	0			General Support
(33) National AHEC Organization 14646 NW 151st Blvd Alachua,FL32615	84-1418715	501 (c)(3)	6,000	0			General Support
(34) Oldham County Chamber and Economic Development 112 S First Avenue La Grange,KY40031	61-1243293	501 (c)(6)	6,200	0			General Support
(35) One Southern Indiana 4100 Charlestown Road New Albany,IN47150	20-4176026	501 (c)(6)	35,050	0			General Support
(36) Oscar Cross Boys & Girls Club of Paducah 2956 Park Avenue Paducah,KY42002	61-1001392	501 (c)(3)	7,500	0			General Support
(37) Paducah Area Chamber of Commerce 300 South 3rd Street Paducah,KY42002	61-0210420	501 (c)(6)	11,590	0			General Support
(38) Paducah Symphony Orchestra 222 Kentucky Avenue Paducah,KY42003	61-0965156	501 (c)(3)	15,000	0			General Support
(39) Prosser Alumni Association 4202 Charlestown Road New Albany,IN47150	92-0398904	501 (c)(3)	15,000	0			General Support
(40) Refuge Clinic 2349 Richmond Road 220 Lexington,KY40502	37-1547506	501 (c)(3)	30,000	0			General Support
(41) SOS International 1500 Arlington Avenue Louisville,KY40206	27-2624272	501 (c)(3)	8,000	1,336,236	Cost	Medical Supplies & Equipment	General Support
(42) Spalding University 845 S 3rd Street Louisville,KY40203	61-0444780	501 (c)(3)	0	6,500	Cost	Medical Supplies & Equipment	General Support
(43) Sprocket Inc 3121 Broadway Street Paducah,KY42001	82-2967525	501 (c)(3)	25,000	0			General Support
(44) The Carson Center 100 Kentucky Avenue Paducah,KY42001	61-1293428	501 (c)(3)	22,700	0			General Support
(45) United Way of Western Kentucky 333 Broadway Suite 502 Paducah,KY42001	61-0444679	501 (c)(3)	11,500	0			General Support
(46) WHAS Crusade For Children 520 W Chestnut Street Louisville,KY40202	23-7075524	501 (c)(3)	10,000	0			General Support
(47) YMCA of Greater Louisville 545 South 2nd Street Louisville,KY40202	61-0444843	501 (c)(3)	15,000	0			General Support

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

Part I, Line 2:

Baptist Healthcare System provides only direct contributions and other general support; therefore, no monitoring of charitable contributions is performed.

Part II, Line 1

In order to meet the health and wellness needs of our communities throughout Kentucky and Indiana, Baptist Healthcare System, Inc. (BHS), provides grants to Baptist Health Medical Group, Inc., (BHMG) that allow BHMG to continue to provide support and care for Medicaid and charity care patients. Care is provided through primary care centers, rural health clinics, urgent care centers and specialty health clinics in areas that are designated by the Health Resources and Services Administration,(HRSA), as Health Professional Shortage Areas, (HPSA), or Medically Underserved Areas, (MUA), or meet a demonstrated community need. These amounts are reported in various lines of Form 990, Part IX, Statement of Functional Expenses.

Schedule I (Form 990) 2023

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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

Baptist Healthcare System Inc

Employer identification number

61-0444707

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .....

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? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Gerard J Colman PhD CEO & Director	(i) (ii)	1,719,935 ------------- 0	1,363,581 ------------- 0	32,291 ------------- 0	364,880 ------------- 0	37,224 ------------- 0	3,517,911 ------------- 0	0 ------------- 0
2Patrick Falvey System Chief Operating Officer	(i) (ii)	1,011,810 ------------- 0	561,479 ------------- 0	16,222 ------------- 0	208,820 ------------- 0	11,297 ------------- 0	1,809,628 ------------- 0	0 ------------- 0
3Isaac Myers MD Chief Health Integration Officer	(i) (ii)	699,401 ------------- 0	335,344 ------------- 0	132,139 ------------- 0	13,200 ------------- 0	26,586 ------------- 0	1,206,670 ------------- 0	0 ------------- 0
4Janet Norton Secretary, VP, Chief Legal Officer	(i) (ii)	642,490 ------------- 0	307,860 ------------- 0	120,531 ------------- 0	13,200 ------------- 0	25,454 ------------- 0	1,109,535 ------------- 0	0 ------------- 0
5Joseph Prather Chief Strategy Officer(Through 5/24)	(i) (ii)	636,980 ------------- 0	297,618 ------------- 0	11,230 ------------- 0	123,594 ------------- 0	32,411 ------------- 0	1,101,833 ------------- 0	0 ------------- 0
6Angela Mannino Chief HR, Marketing & Comm Officer	(i) (ii)	555,156 ------------- 0	260,686 ------------- 0	76,248 ------------- 0	44,498 ------------- 0	28,968 ------------- 0	965,556 ------------- 0	0 ------------- 0
7Richard F Carrico CFO, Treasurer, VP	(i) (ii)	711,974 ------------- 0	155,891 ------------- 0	15,226 ------------- 0	0 ------------- 0	30,778 ------------- 0	913,869 ------------- 0	0 ------------- 0
8Christopher Roty Hospital President	(i) (ii)	621,097 ------------- 0	198,899 ------------- 0	14,187 ------------- 0	13,200 ------------- 0	32,411 ------------- 0	879,794 ------------- 0	0 ------------- 0
9Stephen R Oglesby Former CFO, Treas, VP(Through 1/23)	(i) (ii)	277,805 ------------- 0	49,875 ------------- 0	8,568 ------------- 0	6,511 ------------- 0	685 ------------- 0	343,444 ------------- 0	0 ------------- 0

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

Part I, Line 4b

Four officers and/or executives who participated in the Supplemental Executive Retirement Plan accrued amounts for 2023 which is a portion of the amount reported as deferred compensation in Schedule J, Column C. Other retirement and deferred compensation reported in Schedule J, Column C include amounts for the Retirement Accumulation Plan and Thrift Plan. The following individuals participate in and accrued amounts from the Supplemental Executive Retirement Plan: Angela Mannino $31,297 Joseph Prather $110,394 Patrick Falvey $195,620 Gerard J. Colman, PhD $351,680 The following individuals received a payout from the Supplemental Executive Retirement Plan, a nonqualified deferred compensation plan: Stephen R. Oglesby $6,163 Gerard J. Colman, PhD $14,389 Angela Mannino $62,326 Janet Norton $97,033 Isaac Myers, MD $108,641

Schedule J (Form 990) 2023

Additional Data

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
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
Baptist Healthcare System Inc

Employer identification number
61-0444707

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	KY Economic Development Finance Authority 2015A	61-0600439		12-15-2015	18,682,500	See Part VI		X		X		X
B	KY Economic Development Finance Authority 2017B	61-0600439	49126KLD1	05-31-2017	234,927,003	See Part VI		X		X		X
C	Indiana Finance Authority 2017A	35-1602316	45471CAZ1	05-31-2017	89,818,149	See Part VI		X		X		X
D	Kentucky Economic Development Finance Authority 2022A-1 & A-2	61-0600439		04-01-2022	284,435,000	See Part VI		X		X		X
	Indiana Finance Authority 2016A	35-1602316		09-30-2016	43,365,000	See Part VI		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	18,682,500
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	18,682,500		234,949,536		89,818,149		284,435,000
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............			2,108,234		818,149
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............			20,077,563
11 Other spent proceeds .............	18,682,500		212,763,739		89,000,000		284,435,000
12 Other unspent proceeds .............
13 Year of substantial completion .............	2015		2017		2017		2022
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X			X		X	X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X			X	X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X			X	X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2023

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............	X			X		X	X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X		X			X	X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?		X	X					X
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	2.190 %						0.100 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............	2.190 %						0.100 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......	X		X		X		X
b Exception to rebate? ........		X		X		X		X
c No rebate due? .........	X		X			X	X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X			X		X		X

Schedule K (Form 990) 2023

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
Date Rebate Computation Performed	Issuer Name: KY Economic Development Finance Authority 2015A Date the Rebate Computation was Performed: 12/31/2020 Issuer Name: KY Economic Development Finance Authority 2017B Date the Rebate Computation was Performed: 05/31/2020 Issuer Name: Indiana Finance Authority 2016A Date the Rebate Computation was Performed: 09/30/2017
Schedule K, Part I, Line A	Description of Purpose: The series 2015a Bonds were issued to refinance the Series 2010 Variable Rate Demand Hospital Revenue Bonds issued by Baptist Health Madisonville.
Schedule K, Part I, Line B	The Series 2017B Bond was issued primarily for the purpose of paying and reimbursing the costs of construction, acquisition, installation, renovation and equipping health care and health related properties and facilities, and to pay all or a portion of the costs of issuance.
Schedule K, Part I, Line C	The 2017A Revenue Bonds were issued to refinance the original bridge loan used as a component of the financing for the Baptist Health Floyd acquisition.
Schedule K, Part I, Line D	The series 2022A Hospital Revenue Refunding Bonds were issued to refinance the Series 2009B-1, 2009B-2, 2009B-3 and 2009B-4 Variable Rate Demand Hopsital Revenue Bonds issued.
Schedule K, Part I, Line A	The Series 2016A Revenue Bonds were issued to refinance the Series 2012 Variable Rate Indiana Healthcare Facility Financing Authority Hospital Refunding Revenue Bonds issued by Baptist Health Floyd.
Schedule K, Part II, Line 3, Column B	The difference between Part I, Column (E), and Part II, Line 3, is due to investment earnings.
Schedule K, Part II, Line 7-8, Column A	The amounts reported on the 8038 represented estimates of the issuance costs and the credit enhancement fees. The amounts reported here are actual amounts paid from the proceeds.
Schedule K, Part II, Line 7-8, Column B	The amounts reported on the 8038 represented estimates of the issuance costs and the credit enhancement fees. The amounts reported here are actual amounts paid from the proceeds.

Schedule K (Form 990) 2023

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
Baptist Healthcare System Inc

Employer identification number
61-0444707

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	KY Economic Development Finance Authority 2015A	61-0600439		12-15-2015	18,682,500	See Part VI		X		X		X
B	KY Economic Development Finance Authority 2017B	61-0600439	49126KLD1	05-31-2017	234,927,003	See Part VI		X		X		X
C	Indiana Finance Authority 2017A	35-1602316	45471CAZ1	05-31-2017	89,818,149	See Part VI		X		X		X
D	Kentucky Economic Development Finance Authority 2022A-1 & A-2	61-0600439		04-01-2022	284,435,000	See Part VI		X		X		X
	Indiana Finance Authority 2016A	35-1602316		09-30-2016	43,365,000	See Part VI		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	18,682,500
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	18,682,500		234,949,536		89,818,149		284,435,000
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............			2,108,234		818,149
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............			20,077,563
11 Other spent proceeds .............	18,682,500		212,763,739		89,000,000		284,435,000
12 Other unspent proceeds .............
13 Year of substantial completion .............	2015		2017		2017		2022
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X			X		X	X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X			X	X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X			X	X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2023

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............	X			X		X	X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X		X			X	X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?		X	X					X
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	2.190 %						0.100 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............	2.190 %						0.100 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......	X		X		X		X
b Exception to rebate? ........		X		X		X		X
c No rebate due? .........	X		X			X	X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X			X		X		X

Schedule K (Form 990) 2023

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
Date Rebate Computation Performed	Issuer Name: KY Economic Development Finance Authority 2015A Date the Rebate Computation was Performed: 12/31/2020 Issuer Name: KY Economic Development Finance Authority 2017B Date the Rebate Computation was Performed: 05/31/2020 Issuer Name: Indiana Finance Authority 2016A Date the Rebate Computation was Performed: 09/30/2017
Schedule K, Part I, Line A	Description of Purpose: The series 2015a Bonds were issued to refinance the Series 2010 Variable Rate Demand Hospital Revenue Bonds issued by Baptist Health Madisonville.
Schedule K, Part I, Line B	The Series 2017B Bond was issued primarily for the purpose of paying and reimbursing the costs of construction, acquisition, installation, renovation and equipping health care and health related properties and facilities, and to pay all or a portion of the costs of issuance.
Schedule K, Part I, Line C	The 2017A Revenue Bonds were issued to refinance the original bridge loan used as a component of the financing for the Baptist Health Floyd acquisition.
Schedule K, Part I, Line D	The series 2022A Hospital Revenue Refunding Bonds were issued to refinance the Series 2009B-1, 2009B-2, 2009B-3 and 2009B-4 Variable Rate Demand Hopsital Revenue Bonds issued.
Schedule K, Part I, Line A	The Series 2016A Revenue Bonds were issued to refinance the Series 2012 Variable Rate Indiana Healthcare Facility Financing Authority Hospital Refunding Revenue Bonds issued by Baptist Health Floyd.
Schedule K, Part II, Line 3, Column B	The difference between Part I, Column (E), and Part II, Line 3, is due to investment earnings.
Schedule K, Part II, Line 7-8, Column A	The amounts reported on the 8038 represented estimates of the issuance costs and the credit enhancement fees. The amounts reported here are actual amounts paid from the proceeds.
Schedule K, Part II, Line 7-8, Column B	The amounts reported on the 8038 represented estimates of the issuance costs and the credit enhancement fees. The amounts reported here are actual amounts paid from the proceeds.

Schedule K (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

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

Baptist Healthcare System Inc

Employer identification number

61-0444707

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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

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?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	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

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) Jacob Carlson	Family of Director	55,368	Wages		No
(2) Natalie Fultz	Family of Director	64,769	Wages		No
(3) Susan D White	Family of Director	165,887	Wages		No
(4) Cary Lester	Family of Director	230,295	Wages		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:
Software Version:

- TIN:

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

Baptist Healthcare System Inc

Employer identification number

61-0444707

Return Reference	Explanation
Form 990, Part III, Line 4a, Description of Program Services:	Since its inception in 1924, Baptist Healthcare System, Inc. ("Baptist Health") has been dedicated to providing accessible, quality healthcare to all patients regardless of their ability to pay. The hospitals owned and operated by Baptist Healthcare System, Inc. under tax identification number 61-0444707 include: Baptist Health Louisville, located in Louisville, Kentucky; Baptist Health Corbin, located in Corbin, Kentucky; Baptist Health Lexington, located in Lexington, Kentucky; Baptist Health Paducah, located in Paducah, Kentucky; Baptist Health La Grange, located in La Grange, Kentucky, Baptist Health Richmond, located in Richmond, Kentucky, Baptist Health Hardin, located in Elizabethtown, Kentucky and Baptist Health Floyd, located in New Albany, Indiana. MISSION: As indicated by its mission statement, "Baptist Health demonstrates the love of Christ by providing and coordinating care and improving health in our communities", Baptist Health endeavors to faithfully continue its Christian heritage of service. Baptist Health is organized and operated exclusively for the benefit of each community that we serve, and each hospital is considered a respected and valuable community asset. Over the last 100 years, Baptist Health has earned a strong reputation for providing compassionate, safe, high quality, cost efficient, and patient-friendly care. The Baptist Health Board of Directors is comprised of local representatives who, along with the Systems' management and employees, understand that they are responsible to their communities for providing the highest quality healthcare services to enhance the physical, emotional and spiritual health and well-being of all. Both the mission and vision of Baptist Health are engrained into the culture of the entire organization. Baptist Health will live out its Christ-centered mission and achieve its vision guided by integrity, respect, stewardship, excellence, collaboration, compassion and joy. VISION: The vision of Baptist Health is to be the premier source for healthcare in Kentucky and Indiana, leading in clinical excellence, providing compassionate care and pursuing a growth model that best meets the needs of our communities and our patients. Our goal is to provide efficient, effective and affordable high-value services through dedicated, skilled teams that are focused on clinical excellence, and more importantly, the people in the communities we serve. The Baptist Health family includes more than 480 points of care at eight wholly owned and two joint venture acute care hospitals; three freestanding emergency departments; over 100 clinic and diagnostic locations and more than 370 physician offices and treatment facilities; offering inpatient, outpatient, urgent care, home and hospice care, rehab and many other services. Baptist Health services are available in 39 Kentucky counties, six counties in Illinois and six counties in southern Indiana. Our physician network of more than 3,200 employed and affiliated physicians, representing over 78 specialties, continues to grow as we strive to improve access to healthcare and enhance the health of the communities that we serve. To ensure that Baptist Health is prepared to meet the growing needs of its communities and is well positioned for the next generation of healthcare, we are working to build on our high-quality and accessible network of care. This multifaceted strategy will enhance existing facilities, build upon our sustainability goals, expand the availability of services and provide a locally convenient continuum of care. Investing in the areas where patients live, work and play - and want to receive care - will help Baptist Health have an even greater and more positive impact on the health of the populations we serve. Because of our strong reputation for providing high-quality patient care that utilizes the latest in medical technology and a vast network of community access points of care, patients seek out Baptist Health facilities for their health and wellness needs. According to state statistics for the period ended 9/30/2024, Baptist Health is one of the largest healthcare providers in the Commonwealth of Kentucky, providing more services than any other health system. KENTUCKY FY 2024 HOSPITAL STATISTICS: LICENSED BEDS: 2,301 beds - the second largest number of beds of any health system in Kentucky. EMPLOYEES: 21,334 employees during fiscal year 2024 - one of the top employers in Kentucky. INPATIENT CARE: 94,290 admissions/451,108 days - the largest number of admissions in Kentucky at a system-owned or managed hospital. One out of every six inpatients receiving care in Kentucky received care at a system-owned or managed hospital. OBSTETRIC (DELIVERIES): 12,955 babies - the largest number of babies delivered in Kentucky at a system-owned or managed hospital. Almost one in four babies in Kentucky was delivered at a Baptist Health owned or managed hospital. EMERGENCY VISITS: 396,645 registrations - the largest number of emergency visits in Kentucky at a system-owned or managed hospital. One in seven Emergency Department patients was treated at a system-owned or managed hospital. OUTPATIENT VISITS: 2,309,887 hospital visits - one in six outpatients in Kentucky receiving care in an acute-care setting was seen at a system-owned or managed hospital. RESPONSIVE TO COMMUNITY NEEDS: Operating healthcare facilities in today's environment requires a delicate balance between producing a sufficient margin to allow for adequate staffing and an investment in new technologies, while also providing enough resources to absorb the cost of care for those patients who do not have the ability to pay for the services. During the 2024 fiscal year, Baptist Health was able to re-invest over $359 million into our communities in new technology, construction, renovation and systems improvements. Because of the need to generate a modest margin while caring for all patients, Baptist Health strives to fulfill its community responsibility of collecting appropriate reimbursement from all patients who have the necessary resources while providing a generous, yet accountable charity care policy to assist those patients who do not have the means to pay for the services rendered. (See "Charity Care Policy" later in this section for further discussion). Baptist Health facilities consistently provide the highest levels of quality care to every patient and improve the health of the people it serves through health and educational programs, health screenings, medical research, community engagement and the training of health professionals. OTHER COMMUNITY BENEFITS INCLUDE: - Maintaining necessary, but unprofitable services that meet community needs - Helping to recruit physicians to underserved areas - Helping patients coordinate services with other healthcare providers - Providing resources for support groups - Promoting and providing preventive care services - Monitoring clinical outcomes in order to ensure quality care - Committing resources to improving safety and processes of care - Providing services that are conveniently accessible by patients - Working with state and local agencies and governments to safely and effectively respond to public health emergencies. In addition, Baptist Health employees volunteer thousands of hours in community services and leadership. Baptist Health's support for community activities underscores its commitment to improving the lives of those served. Baptist Health celebrated 100 years of service and caring with 176 days of service in our local communities. Baptist Health staff and providers interacted with nearly 11,000 community members, performed over 2,400 health screenings, collected over 350 units of blood, donated over $35,000 of food and cash to local food banks, donated over 650 pairs of shoes and backpacks to school children, delivered over 80,000 donated baby care items to new mothers and supporting agencies, introduced more than 100 students to healthcare careers and partnered with over 85 local agencies to serve our communities. Because Baptist Health and its employees contribute so much of their time, talent and resources to serve others, communities served by Baptist Health are better places to live and work. Quantification of many of the community benefits is detailed later in this section. However, what the Statement of Program Service Accomplishments doesn't measure is the economic benefit derived by each community from Baptist Health being one of the largest employers in the state. The local economic impact of the wages paid to Baptist Health employees is significant considering the dollars that are spent on food, housing, services and other products.
Form 990, Part III, Line 4a	CHARITY CARE POLICY: To further the Baptist Health mission of enhancing the health and wellness of the people and communities it serves, Baptist Health provides medically necessary inpatient and outpatient care to patients regardless of race, religion, sex, national origin, disability, age or their ability to pay. Baptist Health offers charity care, discounts, and other financial assistance to eligible patients who may not have the financial ability to pay for medically necessary health care services and who otherwise may not be able to receive such services. Baptist Health relies solely on the physician order to determine whether treatment is medically necessary and whether the patient is treated on an inpatient or outpatient basis. Neither the patient's financial condition nor their ability to pay for services has any bearing upon whether, or how, the patient is treated in a Baptist Health facility. Patients are transferred only when Baptist Health does not provide the specialized service that is medically required, or by specific request of the patient. Baptist Health has notices posted throughout the hospital that clearly communicate Baptist Health's charity care policy. Baptist Health employees are instructed in the application of the charity care policy and are trained to recognize situations that indicate the financial resources of a patient may be inadequate. These employees freely and willingly volunteer information regarding the charity care policy to any patient who may express a concern regarding the ability to pay for services. The policy provides that: -- A patient or guarantor whose income plus liquid assets is less than or equal to 300% of the current Federal Poverty Guideline for his or her family size is eligible for a full discount under the Financial Assistance Policy (FAP) after all other healthcare resources have been utilized and exhausted. -- A patient or guarantor whose income plus liquid assets is between 301% and 400% of the current Federal Poverty Guideline for his or her family size is eligible for a 50% discount of the amount for which the patient or guarantor is responsible, after all other healthcare resources have been utilized and exhausted. -- All uninsured patients receiving emergency or medically necessary care are given a discount from gross charges that limits payment responsibility to the amounts generally billed (AGB) by each hospital. Insured patients receiving emergency or medically necessary care that is not allowed by the patient's insurance policy may also be given a discount from gross charges that limits payment responsibility to the amounts generally billed (AGB) by each hospital. If eligible for a discount under the FAP, a patient or guarantor will receive the discount regardless of whether he or she pays or has paid the balance on the billing statement, provided all other healthcare resources are first exhausted. Under no circumstances will an individual who is determined to be eligible for either full or partial financial assistance be charged more for emergency or other medically necessary care than the amounts generally billed (AGB) to individuals who have insurance covering such care. In accordance with the provisions of Section 501(r), if charity care eligibility cannot be determined, good stewardship requires that the hospital initially begin the collection process. However, immediately upon determining that the guarantor is eligible for charity care, collection efforts on the balance eligible for charity will cease and the appropriate balance will be designated as charity. TAX-EXEMPT STATUS REQUIREMENTS: The Internal Revenue Service Revenue Ruling 69-545 provides that a hospital can demonstrate it has met the community benefit standard by having a full-time emergency room open to the public regardless of a patient's ability to pay for services received. All Baptist Healthcare System hospitals operate emergency departments that are open 24 hours a day, 365 days a year. Over 396,000 emergency patients were treated during fiscal year 2024. Baptist Health facilities and emergency departments post policies stating that patients will be treated regardless of their ability to pay. Depending on the severity of a patient's condition, as a service to the patient, Baptist Health may verify insurance prior to rendering services in the emergency department. Under no circumstances is emergency care delayed by discussions regarding insurance coverage or ability to pay for services. In addition, Baptist Health does not convey or intimate in any way to any emergency medical transportation service an unwillingness to treat any person in need of medical attention. ACCOUNTABILITY TO THE BROADER COMMUNITY: The Baptist Health Board of Directors embraces its responsibility to represent the broader community and guide Baptist Health in delivering healthcare services. The Board meets periodically to provide oversight and strategic direction on how to best serve each community. Regularly scheduled meetings of the full Board and its Committees are as follows: Board of Directors Quarterly Audit & Enterprise Risk Committee Quarterly Executive Committee As needed Compensation Committee As needed Finance Committee Monthly Governance Effectiveness Committee Quarterly Safety, Quality and Patient Experience Committee Quarterly
Continued:	One of the key functions of the Board of Directors is to ensure that Baptist Health not only utilizes sound financial management but also embraces a culture of compliance that permeates throughout our entire healthcare system. This is best demonstrated by Baptist Health's commitment of resources for compliance activities, including the designation of a Compliance Officer. The compliance function reports to the Audit & Enterprise Risk Committee (established in 1994) which is comprised of three independent members of the Board who are not members of the Finance Committee. Additionally, at least one member has the expertise to be considered a financial expert in the public sector. Another key function of the Board is to ensure that compensation paid to executives is reasonable and meets the guidelines set forth by the Internal Revenue Service. Through the Compensation Committee, (CC), the Board ensures that: 1) members of the CC do not have any conflicts of interest, i.e., they are not employed or receive compensation subject to approval by the executives, 2) the compensation is approved in advance by the CC, 3) the CC obtains and relies upon appropriate comparability data in making decisions, 4) every form of compensation and benefit is included in the comparisons, 5) the CC documents the basis for its decision concurrently with making the decision, and 6) based upon the data, the compensation is reasonable. The following is a summary of Baptist Health's community service for the fiscal year ended August 31, 2024, in terms of services to the poor and indigent and the benefits provided to the communities it serves. QUANTIFIABLE COMMUNITY BENEFIT: As a not-for-profit health care provider, Baptist Health made a vow to the communities we serve to provide care and services that go far beyond what is expected of a hospital, including charity care, education, community involvement and partnerships, and a wide variety of special programs and services. Baptist Health is fully committed to its responsibility as a charitable organization and allocates extensive resources to fulfill that obligation to the community. To commemorate Baptist Health's centennial year, management and staff choose service as the most effective means to support our local communities. We prioritize giving back to our patients in need, assisting our staff through difficult times, providing opportunities for higher education to employees, advancing our service lines with updated technology and equipment, making healthcare services more easily accessible and more. Baptist Health supports community clinics that serve the disadvantaged and aids local agencies in tackling social issues such as food insecurity, addiction, and physical and sexual abuse. We help in small ways close to home by vaccinating residents in underserved neighborhoods, providing needed supplies to new mothers and school children, setting up and donating to food pantries, honoring veterans, and praying for our communities. It's our way of pulling together, and giving back. To the extent possible, Baptist Health has quantified the benefits provided to the communities it serves: Benefits for the Poor and Indigent: Unreimbursed Cost of Charity Care $83,293,000 Benefits for the Broader Community: Net Loss on Subsidized Health Services $ 233,257,000 Community Health Improvement Services 4,887,000 Health Professions Education 4,586,000 Financial & In-Kind Contributions 4,496,000 --------------- Total Benefits for the Community $ 247,226,000 ---------------- Total Quantifiable Community Benefit $ 330,519,000 GLOSSARY OF COMMUNITY BENEFIT TERMS: BENEFITS FOR THE POOR AND INDIGENT: Describes services provided to persons who cannot afford healthcare because of inadequate resources and/or who are uninsured or underinsured. This includes those patients that qualify for Charity, Medicaid, Kentucky's Children Health Insurance Program (KCHIP), Kentucky Hospital Care Program (KHCP) and other persons whose income is inadequate (based on each patient's individual circumstances). 1. Unreimbursed cost of charity care describes the services provided to persons who cannot afford to pay. It also includes the Health Care Provider Tax (Kentucky Revised Statutes 142.303) that is assessed on all hospital patient revenues received for the purpose of funding state Medicaid, KHCP and KCHIP programs. The amounts reflect the net cost of these services after reducing the costs for contributions and other revenues received by Baptist Health as direct assistance for the provision of care. 2. Unreimbursed cost of Medicaid reflects costs of treating Medicaid beneficiaries not reimbursed by government programs. BENEFITS FOR THE BROADER COMMUNITY: Describes services provided to other needy populations that may not qualify as indigent but that need special services and support. The benefits include the cost of health promotion and education, health clinics and screenings, and medical research that benefits the community. 1. Net loss on subsidized health services reflects the loss from services that would be discontinued if the decision were based on profit motives only. 2. Other community benefit includes costs incurred by Baptist Health to provide support and coordination of health education and awareness events as well as the cost of employees paid time to attend, staff, and coordinate these activities. 3. Baptist Health makes cash and in-kind donations to respected community agencies and to special funds used for charitable purposes.
Form 990, Part VI, Section A, line 2	GOVERNING BODY BUSINESS RELATIONSHIPS: The Board of Directors is made up of executives from related organizations. The following individual has a business relationship in that he serves on the Board of Directors of the organization and is an officer and/or director of a related organization: Gerard Colman.
Form 990, Part VI, Section B, line 11b	FORM 990 REVIEW PROCESS: The internally prepared Form 990 is reviewed by an outside accounting firm. A copy of the IRS Form 990 is provided to the Board of Directors prior to the filing of the return. Any questions or comments are addressed by explanation or a change to the form.
Form 990, Part VI, Section B, line 12c	DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST: A conflict of interest is any circumstance, relationship, (financial or otherwise), activity or decision made in the course of governance, management or professional responsibilities or otherwise, that adversely influences or appears to adversely influence the ability of a covered person, (any director, officer, non-director member of a committee with governing board delegated powers or other person in a similar position of authority over BHS, including executive management and medical staff presidents) to: 1) make objective decisions on behalf of BHS and/or 2) act in the best interests of BHS in a manner consistent with the tax-exempt purposes of BHS. Each BHS covered person shall annually complete and furnish to the BHS Chief Legal Officer a conflict of interest questionnaire listing then-known existing and potential conflicts of interest. Such statement shall affirm that the person has received a copy of the BHS Conflict of Interest policy, has read and understands this policy, has agreed to comply with this policy, and understands that BHS is a charitable organization and that in order to maintain its federal tax exemption, it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. The fact that a conflict of interest questionnaire has been completed does not relieve an individual of the duty to disclose a conflict of interest before action is taken on any contract, transaction, or arrangement to which that conflict of interest may be relevant. The completed questionnaires are reviewed by the Board of Directors or the Governance Effectiveness Committee for any potential conflicts. The Board or Committee will determine by a majority vote of disinterested directors whether the disclosed financial or special interest may result in a conflict of interest. If, subsequent to completion of the annual questionnaire, any covered person becomes aware of a financial or special interest that could give rise to a conflict of interest with respect to a proposed contract, transaction, or arrangement involving BHS, the covered person will promptly disclose the interest.
Form 990, Part VI, Section B, line 15	COMPENSATION DETERMINATION PROCESS: Annually in December, the BHS Compensation Committee reviews the compensation, including base compensation and incentive compensation, for the CEO and all officers and key employees of BHS. The BHS Compensation Committee is comprised of independent Board Members. The Committee retains a Compensation Consultant to advise the Committee and who provides data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated healthcare organizations. The Committee reviews this information in approving annual base and incentive compensation and other items of reportable compensation described on Schedule J of the IRS Form 990. The decisions of the Committee regarding compensation are contemporaneously documented in the minutes of the Committee. Annually, the Committee Chairperson and the Compensation Consultant provide a report on executive compensation to the full Board of Directors of BHS.
Form 990, Part VI, Section C, line 19	AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, & FINANCIAL STATEMENTS TO GENERAL PUBLIC: In adherence to the Master Trust Indenture among Baptist Healthcare System, Inc., Baptist Health Medical Group, Inc. and U.S. Bank National Association, as Master Trustee, dated as of April 1, 2022, BHS reports its financial results on a quarterly basis to the Master Trustee who in turn makes them available through Electronic Municipal Market Access. Additionally, the organization will provide any documents open to public inspection upon request.
Form 990, Part VII	HOURS WORKED FOR RELATED ORGANIZATION: Baptist Healthcare System officers provide services to Baptist Health and its subsidiaries. Hours worked are not tracked on an entity by entity basis. Therefore, all officers' hours reported on Form 990, Part VII, Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors represent aggregate hours worked per week for all Baptist Health entities.
Form 990, Part XI, line 9:	Transfer JV Fund 2,647,728. Physician Entity Funding -59,790,249. Other Changes -2,671,789. IS Depreciation -2,518,062. Post Retirement Change -681,610. Balance Sheet Transfer -4,984,846. Unrestricted Capital 53,000. Capitalized Interest -24,181.

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:
Software Version:

- TIN:

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

Baptist Healthcare System Inc

Employer identification number

61-0444707

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	(f) Direct controlling entity
(1) Baptist Health Care Partners LLC 1901 Campus Place Louisville,KY40299 47-4067700	ACO	KY	0	BHSI
(2) Baptist Health Network Partners LLC 2501 Kentucky Avenue Paducah,KY42001 45-4290974	Physician Network	KY	-1,237,023	BHSI
(3) Baptist Health Surgery Center Breckenridge LLC 1901 Campus Place Louisville,KY40299 92-2359229	Ambulatory Surgery Center	KY	1,822,724	BHSI
(4) Baptist Health Surgery Center Eastpoint 2400 Eastpoint Parkway Louisville,KY40223 26-0834852	Ambulatory Surgery Center	KY	2,324,658	BHSI
(5) CareFirst Urgent Care Center LLC 1901 Campus Place Louisville,KY40299 61-1345615	Urgent Care Center	KY	0	BHSI
(6) Hardin Professional Services LLC 1901 Campus Place Louisville,KY40299 20-4435701	Professional Physician Practice	KY	0	BHSI

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?
(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	Yes	No
(1)Baptist Health Foundation Corbin Inc 1901 Campus Place Louisville,KY40299 47-3033550	Fundraising	KY	501(c)(3)	Line 12a, I	BHSI	Yes
(2)Baptist Health Foundation Floyd Inc 1901 Campus Place Louisville,KY40299 92-2389529	Fundraising	IN	501(c)(3)	Line 12a, I	BHSI	Yes
(3)Baptist Health Foundation Greater Louisville Inc 1901 Campus Place Louisville,KY40299 20-0292291	Fundraising	KY	501(c)(3)	Line 12a, I	BHSI	Yes
(4)Baptist Health Foundation Lexington Inc 1901 Campus Place Louisville,KY40299 61-1480774	Fundraising	KY	501(c)(3)	Line 12a, I	BHSI	Yes
(5)Baptist Health Foundation Paducah Inc 1901 Campus Place Louisville,KY40299 26-4057759	Fundraising	KY	501(c)(3)	Line 12a, I	BHSI	Yes
(6)Baptist Health Foundation Richmond Inc 1901 Campus Place Louisville,KY40299 31-1506378	Fundraising	KY	501(c)(3)	Line 12a, I	BHSI	Yes
(7)Baptist Health Medical Group Inc 1901 Campus Place Louisville,KY40299 20-5497203	Physician Services	KY	501(c)(3)	Line 3	BHSI	Yes
(8)Baptist Healthcare Foundation Inc 1901 Campus Place Louisville,KY40299 31-1122867	Fundraising	KY	501(c)(3)	Line 12a, I	BHSI	Yes
(9)Mercy Regional Emergency Medical System LLC 126 Lone Oak Road Paducah,KY42001 61-1310466	Ambulance Service	KY	501(c)(3)	Line 12a, I	BHSI	Yes
(10)Pattie A Clay Hospital Auxiliary PO Box 1600 Richmond,KY40476 51-0172717	Hospital Support	KY	501(c)(3)	Line 12a, I	BHSI		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) 1931 West Street 1901 Campus Place Louisville,KY40299 83-1709486	Real Estate	KY	BHSI	Related				No			No	100.000 %
(2) Baptist East Milestone LLC 750 Cypress Station Road Louisville,KY40207 61-1355065	Fitness Center	KY	BHSI	Unrelated	-260,058	2,191,862		No			No	50.230 %
(3) Baptist Health Cumberland Valley Surgical Center LLC 275 Hwy 770 Corbin,KY40701 61-1348280	Ambulatory Surgery Center	KY	BHSI	Related	-163,512	2,962,436		No			No	51.000 %
(4) Baptist Health Deaconess LLC 1901 Campus Place Louisville,KY40299 87-2361058	Management	KY	BHSI	Related		34,602,483		No			No	58.510 %
(5) Baptist Health Intuitive of Kentucky & Southern Indiana 1901 Campus Place Louisville,KY40299 85-4150917	Management	KY	BHSI	Related	667,861	3,936,236		No			No	51.000 %
(6) Baptist Health Surgery Center LLC 240 Fountain Court Lexington,KY40509 84-3280181	Ambulatory Surgery Center	KY	BHSI	Related	-156,368	7,933,983		No			No	93.000 %
(7) Baptist-Physicicans' Surgery Center LLC 1720 Nicholasville Road Lexington,KY40503 04-3665929	Ambulatory Surgery Center	KY	BHSI	Related	1,424,838	3,159,749		No			No	59.630 %
(8) Medical Associates of Middletown 1901 Campus Place Louisville,KY40299 20-0399400	Medical Office Building	KY	BHSI	Unrelated	38,482	698,478		No			No	35.000 %
(9) Northgate Medical Imaging LLC 1214 Spring Street Jeffersonville,IN47130 20-2246378	Outpatient Care Facility	IN	BHSI	Related	157,089	818,262		No			No	50.000 %
(10) Rehabilitation Hospital of Louisville LLC 9001 Liberty Pkwy Birmingham,AL35242 84-4618032	Rehabilitation Hospital	AL	BHSI	Related	-6,034	1,593,326		No			No	40.000 %

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?
(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	Yes	No
(1) Baptist Health Assurance Group LTD 1901 Campus Place Louisville,KY40299 98-1681017	Captive Insurance Company	KY	BHSI	T	20,484,938	201,071,791	100.000 %	Yes
(2) Affiliated Nursing Service Inc 2932 Breckenridge Lane Suite 101 Louisville,KY40220 000000000	Healthcare Staffing	KY	BHSI	C	7,772		50.000 %		No

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) Baptist Health Assurance Group LTD	R	27,382,927	Cost
(2) Baptist Health Care Partners Inc	R	1,946,451	Cost
(3) Baptist Health Foundation Corbin Inc	B	210,586	Cost
(4) Baptist Health Foundation Corbin Inc	C	874,784	Cost
(5) Baptist Health Foundation Corbin Inc	S	71,793	Cost
(6) Baptist Health Foundation Floyd Inc	B	175,657	Cost
(7) Baptist Health Foundation Floyd Inc	C	10,901	Cost
(8) Baptist Health Foundation Greater Louisville Inc	B	742,336	Cost
(9) Baptist Health Foundation Greater Louisville Inc	C	2,910,302	Cost
(10) Baptist Health Foundation Lexington Inc	B	622,901	Cost
(11) Baptist Health Foundation Lexington Inc	C	1,869,672	Cost
(12) Baptist Health Foundation Paducah Inc	B	244,536	Cost
(13) Baptist Health Foundation Paducah Inc	C	4,251,246	Cost
(14) Baptist Health Foundation Richmond Inc	B	260,965	Cost
(15) Baptist Health Foundation Richmond Inc	C	1,356,163	Cost
(16) Baptist Health Intuitive of KY & Southern IN	S	4,899,539	Cost
(17) Baptist Health Medical Group Inc	J	18,657,201	Cost
(18) Baptist Health Medical Group Inc	P	67,113,908	Cost
(19) Baptist Health Medical Group Inc	Q	20,606,493	Cost
(20) Baptist Health Medical Group Inc	R	100,000	Cost
(21) Baptist Health Surgery Center LLC	J	1,282,919	Cost
(22) Baptist Health Surgery Center LLC	O	213,445	Cost
(23) Baptist Healthcare Foundation Inc	B	2,568,640	Cost
(24) Baptist Healthcare Foundation Inc	C	691,781	Cost
(25) Baptist Physicians Surgery Center LLC	J	1,242,975	Cost
(26) Baptist Physicians Surgery Center LLC	O	152,674	Cost
(27) Baptist Physicians Surgery Center LLC	Q	165,828	Cost

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

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:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	14,000,088	42,572,688
9	Program service revenue (Part VIII, line 2g) .........	3,648,050,179	4,192,465,412
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	-10,236,443	64,553,398
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	40,958,082	36,939,907
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	3,692,771,906	4,336,531,405
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	196,554,326	212,926,884
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,519,462,440	1,584,838,957
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,817,148,667	2,085,584,097
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	3,533,165,433	3,883,349,938
19	Revenue less expenses. Subtract line 18 from line 12.......	159,606,473	453,181,467
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	4,563,630,785	5,185,344,282
21	Total liabilities (Part X, line 26).............	2,160,193,349	2,194,314,344
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,403,437,436	2,991,029,938

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 3,484,580,749 including grants of $ 212,926,884 ) (Revenue $ 4,210,408,498 )
	See Schedule O

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 expenses3,484,580,749

(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
(A) Name and title
(18) William Jeffrey Fultz........................................................................ Director	1.00 .......................0.00	X				3,000	0	0
(19) Richard F Carrico........................................................................ CFO, Treasurer, VP	40.00 .......................1.00		X			883,091	0	30,778
(20) Janet Norton........................................................................ Secretary, VP, Chief Legal Officer	40.00 .......................1.00		X			1,070,881	0	38,654
(21) Patrick Falvey........................................................................ System Chief Operating Officer	40.00 .......................1.00			X		1,589,511	0	220,117
(22) Isaac Myers MD........................................................................ Chief Health Integration Officer	20.00 .......................20.00			X		1,166,884	0	39,786
(23) Joseph Prather........................................................................ Chief Strategy Officer(Through 5/24)	40.00 .......................1.00			X		945,828	0	156,005
(24) Christopher Roty........................................................................ Hospital President	40.00 .......................0.00			X		834,183	0	45,611
(25) Angela Mannino........................................................................ Chief HR, Marketing & Comm Officer	40.00 .......................1.00			X		892,090	0	73,466
(26) Stephen R Oglesby........................................................................ Former CFO, Treas, VP(Through 1/23)	0.00 .......................0.00				X	336,248	0	7,196

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	10,879,523	0	1,013,717

1	Briefly describe the organization’s mission or most significant activities: Provide quality healthcare services & enhance the health of the people & communities we serve.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	13
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	10
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	21,334
6	Total number of volunteers (estimate if necessary) .............	6	750
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	5,430,586
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	11,964,849
e	Government grants (contributions)		1e	25,450,750

f	All other contributions, gifts, grants, and similar amounts not included above		1f	5,157,089

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		42,572,688

		Business Code
2a	Insurance & Patient Pa	622110	2,761,581,002	2,757,177,664	4,403,338
b	Medicare & Medicaid Pa	622110	1,069,029,374	1,069,029,374
c	Pharmacy Revenue	456110	300,112,086	300,112,086
d	Exempt & MOB Rent	900099	28,458,833	28,458,833
e	Management Fees-Exempt	541611	26,163,154	26,163,154
f	All other program service revenue.		7,120,963	7,120,963
g	Total. Add lines 2a–2f .....		4,192,465,412

3 Investment income (including dividends, interest, and othersimilar amounts) ......			50,455,269			50,455,269
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	2,508,340	11,589,789
b	Less: cost or other basis and sales expenses	7b	0	0
c	Gain or (loss)	7c	2,508,340	11,589,789
d	Net gain or (loss).........			14,098,129			14,098,129
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..

Business Code
11a	Cafe & Coffee Shops		722514	13,293,772			13,293,772
b	Purchasing Partnership		900099	6,785,173	6,785,173
c	Research		900099	4,196,065	4,196,065
d	All other revenue ....			12,664,897	6,961,848	1,027,248	4,675,801
e	Total. Add lines 11a–11d ......			36,939,907
12	Total revenue. See instructions.....			4,336,531,405	4,206,005,160	5,430,586	82,522,971

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	212,926,884	212,926,884
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 ...........	5,826,249		5,826,249
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	516,319	516,319
7	Other salaries and wages........	1,275,229,770	1,080,009,765	195,220,005
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	34,017,335	28,969,923	5,047,412
9	Other employee benefits .......	193,317,784	163,929,289	29,388,495
10	Payroll taxes ...........	75,931,500	66,283,243	9,648,257
11	Fees for services (non-employees):
a	Management ......	12,550,919	12,004,215	546,704
b	Legal .........	3,130,453	490,451	2,640,002
c	Accounting ...........	668,499		668,499
d	Lobbying ...........	275,479		275,479
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	2,005,080		2,005,080
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	138,360,685	118,521,593	19,839,092
12	Advertising and promotion ....	8,738,116	486,674	8,251,442
13	Office expenses .......	132,814,567	98,355,823	34,458,744
14	Information technology ......	63,638,232	55,067,882	8,570,350
15	Royalties ..
16	Occupancy ...........	48,614,876	43,113,467	5,501,409
17	Travel ............	3,206,077	1,718,999	1,487,078
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	136,306	110,233	26,073
20	Interest ...........	53,046,893	53,046,893
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	155,179,507	147,434,350	7,745,157
23	Insurance ...	26,188,208	10,847,606	15,340,602
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	1,034,064,487	1,029,792,345	4,272,142
b	Provider Tax	175,020,431	175,020,431
c	Purchased Svcs-Non-Med	135,743,888	119,991,996	15,751,892
d	Administrative Expenses	40,393,416	25,531,891	14,861,525
e	All other expenses	51,807,978	40,410,477	11,397,501
25	Total functional expenses. Add lines 1 through 24e	3,883,349,938	3,484,580,749	398,769,189	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).

1	Cash–non-interest-bearing ........			17,139	1	16,650
2	Savings and temporary cash investments .........			149,190,088	2	119,604,528
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			408,712,788	4	437,313,836
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 .......
					5
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) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			87,934,126	8	100,305,278
9	Prepaid expenses and deferred charges ......			34,991,949	9	51,891,475
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,612,363,553
b	Less: accumulated depreciation	10b	1,653,933,687	1,723,502,097	10c	1,958,429,866
11	Investments—publicly traded securities .			1,757,457,383	11	2,032,511,625
12	Investments—other securities. See Part IV, line 11 .....			25,727,582	12	29,771,294
13	Investments—program-related. See Part IV, line 11 ..			68,191,105	13	77,059,820
14	Intangible assets ...............			11,764,412	14	8,983,665
15	Other assets. See Part IV, line 11 ...........			296,142,116	15	369,456,245
16	Total assets. Add lines 1 through 15 (must equal line 33)...			4,563,630,785	16	5,185,344,282

17	Accounts payable and accrued expenses .....	386,722,331	17	404,388,471
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........	1,315,765,562	20	1,309,260,337
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 .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..	347,536,847	23	394,401,596
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	110,168,609	25	86,263,940
26	Total liabilities. Add lines 17 through 25..	2,160,193,349	26	2,194,314,344

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	2,375,914,354	27	2,959,463,144
28	Net assets with donor restrictions ...........	27,523,082	28	31,566,794
	Organizations that do not follow FASB ASC 958, check here 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 ...........	2,403,437,436	32	2,991,029,938
33	Total liabilities and net assets/fund balances ........	4,563,630,785	33	5,185,344,282

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No