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) SHEILA BOYINGTON...................................................................... BOARD CHAIR	1.00 .................	X	X	0	0
(2) VICKY GREGG...................................................................... BOARD VICE CHAIR	1.00 .................	X	X	0	0
(3) JEFFREY WOODARD...................................................................... BOARD SECRETARY, CHIEF LEGAL OFFICER	40.00 .................	X	X	548,984	23,100
(4) JOHN GERM...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(5) WARREN MCEWEN...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(6) LEMON WILLIAMS...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(7) MITCH MUTTER MD...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(8) CHRIS POOLE MD...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(9) DEBBIE INGRAM...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(10) BARRY LARGE...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(11) LINDA MOSS MINES...................................................................... BOARD MEMBER	1.00 ................. 1.00	X		0	0
(12) JIM COLEMAN...................................................................... PRESIDENT & CEO	40.00 ................. 1.00		X	1,106,967	14,940
(13) LYNN DEJACO...................................................................... EVP, CFO & TREASURER	40.00 ................. 1.00		X	830,746	13,795
(14) GREGG GENTRY...................................................................... EVP, CHIEF ADMINISTRATIVE OFFICER	40.00 .................		X	823,866	13,795
(15) FLOYD CHASSE...................................................................... SVP, CHIEF HR OFFICER	40.00 .................		X	361,754	8,619
(16) WENDY FOURNET...................................................................... EVP, CHIEF ADMINISTRATIVE OFFICER	40.00 .................		X	97,635	0
(17) ROBERT MALONEY...................................................................... EVP, CHIEF OPERATING OFFICER	40.00 ................. 1.00		X	830,136	21,331

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) TYLER WINKS........................................................................ EVP, CHIEF OPERATING OFFICER	40.00 .......................1.00	X			333,817	23,100
(19) RACHEL HARRIS........................................................................ EVP, CHIEF NURSING OFFICER	40.00 .......................	X			475,394	10,062
(20) MARTHA ARVIN........................................................................ VP, CHIEF COMPLIANCE & PRIVACY OFFICER	40.00 .......................	X			362,728	14,940
(21) DAVID GARRETT........................................................................ SVP & CHIEF INFORMATION OFFICER	40.00 .......................	X			547,436	12,641
(22) CHARLES WOODS........................................................................ CEO, TCTCH	40.00 .......................		X		438,359	0
(23) STEVEN BURKETT........................................................................ VP OF STRATEGY & BUSINESS DEVELOPMENT	40.00 .......................		X		377,528	14,940
(24) JENSEN HYDE........................................................................ CHIEF MEDICAL OFFICER - VP	40.00 .......................		X		369,235	0
(25) JEANNA ADLER........................................................................ VP CORPORATE FINANCE	40.00 .......................1.00		X		350,948	14,940
(26) PETER DEVERSA........................................................................ CORP MEDICAL DIR REVENUE INTEGRITY	40.00 .......................		X		331,358	7,096
(27) MISTY BRACKETT........................................................................ VP REVENUE CYCLE	40.00 .......................		X		324,135	23,100
(28) TRACI JENNINGS........................................................................ VP OPERATIONS	40.00 .......................		X		290,277	21,331
(29) ADAM ROYER........................................................................ VP OPERATIONS	40.00 .......................		X		288,613	0
(30) ADAM CAMPBELL........................................................................ SVP CHF QLTY & PT SAFETY OFFICER	40.00 .......................		X		282,962	13,795
(31) MERIDITH OKEEFE........................................................................ SVP ERLANGER MEDICAL GROUP	40.00 .......................		X		274,776	0
(32) JESSE DOTY........................................................................ PHYSICIAN	40.00 .......................			X	2,183,614	0
(33) DANIEL KUETER........................................................................ PHYSICIAN	40.00 .......................			X	2,103,633	21,331
(34) MATTHEW HIGGINS........................................................................ PHYSICIAN	40.00 .......................			X	1,791,537	21,331
(35) JOSEPH MILLER........................................................................ PHYSICIAN	40.00 .......................			X	1,731,712	23,100
(36) PETER BOEHM........................................................................ PHYSICIAN	40.00 .......................			X	1,723,334	21,331

(A) Name and business address	(B) Description of services	(C) Compensation
SURGICAL MANAGEMENT PARTNERS LLC 979 EAST 3RD STREET SUITE C-320 CHATTANOOGA,TN37403	STAFF MANAGEMENT	7,229,693
UNIVERSITY SURGICAL ASSOCIATES PLLC 979 EAST 3RD STREET SUITE 300 CHATTANOOGA,TN37403	SURGICAL SERVICES	5,816,545
TENNESSEE INTERVENTIONAL & IMAGING ASSOC 979 EAST 3RD STREET BOX 376 CHATTANOOGA,TN37403	RADIOLOGY SERVICES	4,546,063
REGIONAL OBSTETRICAL CONSULTANTS PC 902 MCCALLIE AVENUE CHATTANOOGA,TN37403	OBSTETRICAL SERVICES	4,445,932
THE JOHNSON GROUP 436 MARKET STREET CHATTANOOGA,TN37402	MARKETING SERVICES	3,121,660
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 89

- 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

ERLANGER HEALTH

Employer identification number

88-3616696

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

ERLANGER HEALTH

Employer identification number

88-3616696

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 ERLANGER HEALTH

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 ERLANGER HEALTH		Employer identification number 88-3616696

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 ERLANGER HEALTH			Employer identification number 88-3616696
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

ERLANGER HEALTH

Employer identification number

88-3616696

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

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

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

Yes

26,386

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

26,386

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:	IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BE A CENTER OF EXCELLENCE IN PROVIDING HIGH-QUALITY HEALTH CARE AND ITS COMMITMENT TO THE HEALTH AND WELLNESS OF OUR COMMUNITY, ERLANGER HEALTH PAYS MEMBERSHIP DUES TO PROFESSIONAL AND TRADE ASSOCIATIONS SUCH AS THE TENNESSEE HOSPITAL ASSOCIAITON. A PORTION OF THESE DUES IS DESIGNATED FOR LOBBYING ACTIVITIES BY THESE ORGANIZATIONS.

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

ERLANGER HEALTH

Employer identification number

88-3616696

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 ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

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

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

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 .....	11,099,596		11,099,596
b	Buildings ....	301,140,263	207,421,799	93,718,464
c	Leasehold improvements	20,440,458	17,496,025	2,944,433
d	Equipment ....	602,996,234	446,332,347	156,663,887
e	Other .....	2,725,469		2,725,469
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				267,151,849

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)EQUITY INVESTMENTS				2,833,865
(2)RIGHT OF USE LEASES, OPERATING (NET)				44,777,499
(3)RIGHT OF USE LEASES, FINANCING (NET)				10,657,586
(4)DUE FROM AFFILIATES				39,344,119
(5)ASSETS LIMITED AS TO USE				4,946,486
(6)OTHER LONG TERM ASSETS				2,460,515
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				105,020,070

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
CURRENT PORTION OF LONG TERM DEBT	886,666
CURRENT PORTION OF FINANCE LEASE LIABILITY	3,408,390
CURRENT PORTION OF OPERATING LEASE LIABILITY	7,319,234
OTHER LONG TERM LIABILITIES	29,853,692
LONG TERM DEBT	84,246,667
FINANCE LEASE LIABILITY, LONG TERM	10,034,957
OPERATING LEASE LIABILITY, LONG TERM	37,909,602
ESTIMATED SELF-INSURANCE LIABILITIES	6,340,130
PENSION LIABILITY	34,385,264
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	214,384,602
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 X, LINE 2:

EMC, BLEDSOE, AND EWCH ARE CLASSIFIED AS ORGANIZATIONS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. AHC AND THE HEALTH CENTERS ARE EXEMPT FROM INCOME TAXES AS THEY QUALIFY FOR EXEMPTION FROM FEDERAL INCOME TAXES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 115 AS AN INSTRUMENTALITY OF THE STATE OF TENNESSEE. CYBERKNIFE AND CONTINUCARE ARE TAXABLE ENTITIES AND ACCOUNT FOR INCOME TAXES IN ACCORDANCE WITH THE FASB ASC 740, INCOME TAXES (ASC 740). AT JUNE 30, 2024, MANAGEMENT DOES NOT BELIEVE ERLANGER HEALTH HOLDS ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE UNDER ASC 740. IT IS ERLANGER HEALTH'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS AS AN OPERATING EXPENSE.

Schedule D (Form 990) 2022

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

ERLANGER HEALTH

Employer identification number

88-3616696

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 25000.0000000000 %

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: . . . . . . . .

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? . . . . . . . . .

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

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) . . .	59,369,614		59,369,614	4.760 %
b	Medicaid (from Worksheet 3, column a) . . . . .	237,237,029	149,202,541	88,034,488	7.050 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .	3,208,225	2,900,410	307,815	0.020 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	299,814,868	152,102,951	147,711,917	11.830 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).
f	Health professions education (from Worksheet 5) . . .	29,551,572	12,740,818	16,810,754	1.350 %
g	Subsidized health services (from Worksheet 6) . . . .
h	Research (from Worksheet 7) .	17,196	17,196
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .
j	Total. Other Benefits . .	29,568,768	12,758,014	16,810,754	1.350 %
k	Total. Add lines 7d and 7j .	329,383,636	164,860,965	164,522,671	13.180 %

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		3,628	63,131		63,131	0.010 %
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building		1,000	16,592		16,592	0 %
7	Community health improvement advocacy		12,610	73,003		73,003	0.010 %
8	Workforce development
9	Other
10	Total		17,238	152,726		152,726	0.020 %

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. ......

335,022,127

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. ......

47,915,879

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).....

553,127,221

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

927,983,792

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

-374,856,571

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	ERLANGER MEDICAL CENTER 975 E 3RD STREET CHATTANOOGA,TN37403 HTTPS://WWW.ERLANGER.ORG/ 140	X	X		X		X	A
2	ERLANGER EAST HOSPITAL 1751 GUNBARREL ROAD CHATTANOOGA,TN37421 HTTPS://WWW.ERLANGER.ORG/LOCATIONS/ERL 140	X	X		X		X	A
3	CHILDREN'S HOSPITAL AT ERLANGER 910 BLACKFORD ST CHATTANOOGA,TN37403 HTTPS://WWW.ERLANGER.ORG/CHILDRENS-HEA 140	X	X	X	X		X	A
4	ERLANGER NORTH HOSPITAL 632 MORRISON SPRINGS RD CHATTANOOGA,TN37415 HTTPS://WWW.ERLANGER.ORG/LOCATIONS/ERL 140	X	X				X	A
5	ERLANGER SEQUATCHIE VALLEY EMERGENCY DEPARTMENT 16931 RANKIN AVE DUNLAP,TN37327 HTTPS://WWW.ERLANGER.ORG/LOCATIONS/ERL 5	X					X	A
6	ERLANGER BLEDSOE 71 WHEELERTOWN AVE PIKEVILLE,TN37367 HTTPS://WWW.ERLANGER.ORG/LOCATIONS/ERL 5	X	X			X	X	A
7	ERLANGER BEHAVIORAL HEALTH HOSPITAL 804 N HOLTZCLAW AVE CHATTANOOGA,TN37404 HTTPS://WWW.ERLANGERBH.COM/ L000000035551	X	X					A
8	ERLANGER BEHAVIORAL HEALTH NORTH 632 MORRISON SPRINGS RD CHATTANOOGA,TN37415 HTTPS://WWW.ERLANGERBH.COM/ L000000035552	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)

	FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group

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

Yes

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

Yes

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 22

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

Yes

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): SEE STATEMENTS

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 22

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

Yes

If "Yes" (list url): HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT

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)

	FACILITY REPORTING GROUP - A
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 250.000000000000%
and FPG family income limit for eligibility for discounted care of 0.000000000000%

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):

SEE STATEMENTS

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

SEE STATEMENTS

A plain language summary of the FAP was widely available on a website (list url):
SEE STATEMENTS

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

	FACILITY REPORTING GROUP - A
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)

	FACILITY REPORTING GROUP - A
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: ERLANGER MEDICAL CENTER, - FACILITY 2: ERLANGER EAST HOSPITAL, - FACILITY 3: CHILDREN'S HOSPITAL AT ERLANGER, - FACILITY 4: ERLANGER NORTH HOSPITAL, - FACILITY 5: ERLANGER SEQUATCHIE VALLEY EMERGENCY DEPARTMEN, - FACILITY 6: ERLANGER BLEDSOE, - FACILITY 7: ERLANGER BEHAVIORAL HEALTH HOSPITAL, - FACILITY 8: ERLANGER BEHAVIORAL HEALTH NORTH
GROUP A-FACILITY 2 -- ERLANGER MEDICAL CENTER PART V, SECTION B, LINE 7D:	THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT
GROUP A-FACILITY 2 -- ERLANGER MEDICAL CENTER PART V, SECTION B, LINE 16J:	REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAP
GROUP A-FACILITY 3 -- ERLANGER EAST HOSPITAL PART V, SECTION B, LINE 7D:	THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT
GROUP A-FACILITY 3 -- ERLANGER EAST HOSPITAL PART V, SECTION B, LINE 16J:	REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAP
GROUP A-FACILITY 4 -- CHILDREN'S HOSPITAL AT ERLANGER PART V, SECTION B, LINE 7D:	THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT
GROUP A-FACILITY 4 -- CHILDREN'S HOSPITAL AT ERLANGER PART V, SECTION B, LINE 16J:	REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAP
GROUP A-FACILITY 5 -- ERLANGER NORTH HOSPITAL PART V, SECTION B, LINE 7D:	THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT
GROUP A-FACILITY 5 -- ERLANGER NORTH HOSPITAL PART V, SECTION B, LINE 16J:	REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAP
GROUP A-FACILITY 6 -- ERLANGER SEQUATCHIE VALLEY EMERGENCY DEP PART V, SECTION B, LINE 7D:	THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT
GROUP A-FACILITY 6 -- ERLANGER SEQUATCHIE VALLEY EMERGENCY DEP PART V, SECTION B, LINE 16J:	REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAP
GROUP A-FACILITY 7 -- ERLANGER BLEDSOE PART V, SECTION B, LINE 7D:	THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT
GROUP A-FACILITY 7 -- ERLANGER BLEDSOE PART V, SECTION B, LINE 16J:	REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAP
GROUP A-FACILITY 8 -- ERLANGER BEHAVIORAL HEALTH HOSPITAL PART V, SECTION B, LINE 7D:	THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT
GROUP A-FACILITY 8 -- ERLANGER BEHAVIORAL HEALTH HOSPITAL PART V, SECTION B, LINE 16J:	BEHAVIORAL HEALTH PERSONNEL SHARE FINANCIAL ASSISTANCE INFORMATION WITH ALL PATIENTS AT ADMISSION AND PRIOR TO DISCHARGE. AREA COMMUNITY PARTNERS ARE ALSO AWARE OF FAP AND REGULARLY REFER PATIENTS. REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGERBH.COM/ADMISSIONS/INSURANCE-PAYMENT/
GROUP A-FACILITY 9 -- ERLANGER BEHAVIORAL HEALTH NORTH PART V, SECTION B, LINE 7D:	THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT
GROUP A-FACILITY 9 -- ERLANGER BEHAVIORAL HEALTH NORTH PART V, SECTION B, LINE 16J:	BEHAVIORAL HEALTH PERSONNEL SHARE FINANCIAL ASSISTANCE INFORMATION WITH ALL PATIENTS AT ADMISSION AND PRIOR TO DISCHARGE. AREA COMMUNITY PARTNERS ARE ALSO AWARE OF FAP AND REGULARLY REFER PATIENTS. REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGERBH.COM/ADMISSIONS/INSURANCE-PAYMENT/
GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 2:	PRIOR TO JULY 1, 2023, THE HOSPITAL FACILITIES WERE OWNED AND OPERATED BY THE CHATTANOOGA-HAMILTON COUNTY HOSPITAL AUTHORITY. ON JULY 1, 2023, THE HOSPITAL AUTHORITY TRANSFERRED THE HOSPITAL FACILITIES TO THE ERLANGER PURSUANT TO A MISSION AGREEMENT DATED AUGUST 29, 2022 AMONG THE HOSPITAL AUTHORITY, ERLANGER AND HAMILTON COUNTY, TENNESSEE.
GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 5:	WITH A SAMPLE OF 700 RANDOMLY SELECTED PARTICIPANTS, ERLANGER'S RESEARCH HAS A CONFIDENCE INTERVAL OF 3.7% AT THE 95% CONFIDENCE LEVEL. THE RESEARCH INCLUDED A WIDE AND REPRESENTATIVE RANGE OF AGES, COUNTIES, LIVING CONDITIONS, INCOME LEVELS, RACES, ETHNICITIES, AND EDUCATIONAL LEVELS. MEMBERS OF THE CHNA COMMITTEE TOOK THE LEAD TO IDENTIFY AND RECRUIT A DIVERSE MIX OF COMMUNITY LEADERS AND REPRESENTATIVES OF PUBLIC HEALTH AND ALLIED HEALTH GROUPS TOPARTICIPATE IN SIX TOWN HALL FOCUS GROUPS THAT LASTED APPROXIMATELY TWO HOURS EACH.
GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 6A:	ERLANGER WESTERN CAROLINA HOSPITALERLANGER BLEDSOEDODSON AVENUE COMMUNITY HEALTH CENTER
GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 7D:	THE CHNA IS AVAILABLE AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/ABOUT-US/COMMUNITY-IMPACT
GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 11:	ERLANGER HEALTH LEASED ERLANGER NORTH HOSPITAL FACILITY TO ACADIA HEALTH, ADDING 48 INPATIENT BEHAVIORAL HEALTH BEDS TO THE SERVICE AREA, CREATED NEW PSYCHIATRY / BEHAVIORAL HEALTH SERVICE LINE WHICH INCLUDES 2 FULL TIME PSYCHIATRISTS (1 PEDIATRIC) AND 2 LICENSED COUNSELORS. CURRENTLY DEVELOPING A TRANSITIONAL CARE CLINIC FOR AMBULATORY CARE. PHASE I OF DEVELOPMENT FOR NEW GRADUATE MEDICAL RESIDENCY PROGRAM IS CURRENTLY IN PROCESS. THIS WILL BE A MULTI-YEAR DEVELOPMENT EFFORT WITH THE UNIVERSITY OF TENNESSEE COLLEGE OF MEDICINE. HOWEVER, FUTURE CIRCUMSTANCES BEYOND ERLANGER'S CONTROL MAY INFLUENCE ULTIMATE IMPLEMENTATION. OVER THE LAST 2 FY'S (2023 & 2024), ERLANGER HAS RECRUITED 65 PROVIDERS WHICH INCLUDE 18 PHYSICIANS & 47 MID-LEVEL PROVIDERS. ERLANGER CASE MANAGEMENT DEPARTMENT HIRED APPROXIMATELY 8 NEW SOCIAL WORKERS OVER THE LAST 2 YEARS. ERLANGER QUALITY & POPULATION HEALTH DEPARTMENT HAS 10 PATIENT CENTERED MEDICAL HOME CARE COORDINATORS, 4 OF WHICH CONCENTRATE SOLELY ON PATIENTS WITH CHRONIC CONDITIONS. ERLANGER CONDUCTED OVER 400 EDUCATION EVENTS FOR COMMUNITY GROUPS IN REGIONAL SERVICE AREA (PRIMARY SERVICE AREA & SECONDARY SERVICE AREA) DURING CY 2024.
GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 13B:	ERLANGER RESERVES THE RIGHT TO EXTEND FINANCIAL ASSISTANCE TO INDIVIDUALS OUTSIDE OF THE GUIDELINES IDENTIFIED ABOVE, INCLUDING EXPANDING THE MEDICAL SERVICES COVERED, EXTENDING THE TIME PERIOD TO APPLY FOR FINANCIAL ASSISTANCE OR OFFERING FINANCIAL ASSISTANCE TO THOSE WHOM PAYMENT OF MEDICAL DEBT WOULD BE A PARTICULAR HARDSHIP, DESPITE HAVING FAMILY INCOME ABOVE 200% (OR 250%, AS APPLICABLE) OF THE FPG. ANY SUCH EXTENSION OF FINANCIAL ASSISTANCE IS WITHIN THE DISCRETION OF THE VICE PRESIDENT OF REVENUE CYCLE OR HIS OR HER DESIGNEE; HOWEVER, SUCH DISCRETION SHALL NOT BE USED TO DISCRIMINATE AGAINST PERSONS ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, RELIGION, SEX, GENDER IDENTITY (INCLUDING GENDER EXPRESSION), SEXUAL ORIENTATION, DISABILITY, AGE OR POLITICAL BELIEFS.
GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 13H:	SOUTHERN TENNESSEE PROJECT ACCESS QUALIFICATION: TN SELF-PAY DISCOUNT (UNINSURED).
GROUP A-FACILITY 1 -- ALL HOSPITALS PART V, SECTION B, LINE 16J:	BEHAVIORAL HEALTH PERSONNEL SHARE FINANCIAL ASSISTANCE INFORMATION WITH ALL PATIENTS AT ADMISSION AND PRIOR TO DISCHARGE. AREA COMMUNITY PARTNERS ARE ALSO AWARE OF FAP AND REGULARLY REFER PATIENTS. REGISTRATION PERSONNEL REFER UNINSURED AND/OR LOW-INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE POLICY.THE FAP, FAP APPLICATION, AND THE FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT THE FOLLOWING URL:HTTPS://WWW.ERLANGER.ORG/FAPFOR BEHAVIORAL HEALTH: WWW.ERLANGERBH.COM/ADMISSIONS/INSURANCE-PAYMENT
FORM 990, SCHEDULE H, PART V, FAP DISCLOSURE	DISCLOSURE BY ERLANGER HEALTH SYSTEM FOR ERLANGER BEHAVIORAL HEALTH, LLCOCTOBER 2024THIS DISCLOSURE OF ERRORS/OMISSIONS IS MADE PURSUANT TO REV. PROC. 2015-21. ON MARCH 1, 2018, CHATTANOOGA-HAMILTON COUNTY HOSPITAL AUTHORITY D/B/A ERLANGER HEALTH SYSTEM, A TENNESSEE NONPROFIT CORPORATION PROVIDING LICENSED HOSPITAL SERVICES ("OLD ERLANGER"), AND ACADIA CHATTANOOGA HOLDINGS, LLC, A TENNESSEE LIMITED LIABILITY COMPANY, ENTERED INTO A JOINT VENTURE TO PROVIDE LICENSED BEHAVIORAL HEALTH HOSPITAL SERVICES THROUGH ERLANGER BEHAVIORAL HEALTH, LLC, A TENNESSEE LIMITED LIABILITY COMPANY ("BEHAVIORAL LLC"). BEHAVIORAL LLC IS SUBJECT TO CODE SECTION 501(R) BECAUSE IT PROVIDES TENNESSEE LICENSED HOSPITAL SERVICES. IN 2018, BEHAVIORAL LLC ADOPTED OLD ERLANGER'S CHARITY CARE POLICY/FINANCIAL ASSISTANCE POLICY (THE "OLD BEHAVIORAL LLC FAP") TO FURTHER THE CHARITABLE PURPOSES OF ITS TAX-EXEMPT MEMBER, OLD ERLANGER, PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND REV. RUL. 2004-51. ON JULY 1, 2023, ERLANGER HEALTH, A TENNESSEE NONPROFIT CORPORATION ("NEW ERLANGER"), ACQUIRED SUBSTANTIALLY ALL THE ASSETS OF OLD ERLANGER, INCLUDING OLD ERLANGER'S MEMBERSHIP INTEREST IN BEHAVIORAL LLC (THE "TRANSACTION"). OLD ERLANGER DID NOT HISTORICALLY FILE FORM 990S BECAUSE IT WAS A POLITICAL INSTRUMENTALITY WHICH WAS GRANTED A WAIVER OF FORM 990 FILING REQUIREMENTS PURSUANT TO REV. PROC. 95-48. IN MARCH 2023, IN CONNECTION WITH DUE DILIGENCE FOR THE TRANSACTION, BEHAVIORAL LLC DISCOVERED THE ERRORS/OMISSIONS DESCRIBED BELOW REGARDING THE OLD BEHAVIORAL LLC FAP AS APPLIED BY BEHAVIORAL LLC. THE ERRORS/OMISSIONS OCCURRED VARIOUSLY FROM 2018 TO 2023. ON OR ABOUT JULY 13, 2023, BEHAVIORAL LLC ADOPTED A NEW REMEDIAL FAP ("NEW BEHAVIORAL LLC FAP"), A PLAIN LANGUAGE SUMMARY OF THE FAP ("PLS"), AND A FAP APPLICATION FORM SPECIFIC TO THE BEHAVIORAL LLC FACILITY. HOWEVER, UPON SUBSEQUENT EXTERNAL REVIEW BY LEGAL COUNSEL, BEHAVIORAL LLC IDENTIFIED ISOLATED ERRORS/OMISSIONS IN THE NEW BEHAVIORAL LLC FAP DESCRIBED BELOW. THE ERRORS/OMISSIONS OCCURRED AT BEHAVIORAL LLC'S HOSPITAL FACILITY. BECAUSE BEHAVIORAL LLC EMPLOYEES MEET INDIVIDUALLY WITH BEHAVIORAL LLC PATIENTS AFTER ADMISSION AND AGAIN PRIOR TO DISCHARGE TO DISCUSS OUT OF POCKET COSTS, PAYMENT PLANS, AND FINANCIAL ASSISTANCE, PROVIDING A FAP APPLICATION WHICH CONTAINS THE APPROPRIATE CONTACT INFORMATION, BEHAVIORAL LLC DOES NOT BELIEVE THAT ANY INDIVIDUALS WERE AFFECTED BY THESE ERRORS/OMISSIONS OR THAT ANY DOLLAR AMOUNT WAS INVOLVED. WHILE THE CONTENT OF THE FAP DID NOT INCLUDE ALL REQUIRED DISCLOSURES, THE FAP APPLICATION WAS CONSISTENTLY APPLIED, AND BEHAVIORAL LLC DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS.THE FOLLOWING ERRORS/OMISSIONS WERE DISCOVERED REGARDING THE OLD BEHAVIORAL LLC FAP AS APPLIED IN BEHAVIORAL LLC FROM 2018 TO 2023: THE FAP DID NOT INCLUDE THE METHOD USED TO DETERMINE AMOUNTS GENERALLY BILLED ("AGB") OR STATE THE PERCENTAGE USED TO DETERMINE AGB OR PROVIDE INFORMATION ON HOW THE PUBLIC CAN OBTAIN SUCH INFORMATION (PERCENTAGE AND CALCULATION) IN WRITING FREE OF CHARGE. HOWEVER, BEHAVIORAL LLC DID NOT BELIEVE IT WAS NECESSARY TO INCLUDE THE METHOD OR PERCENTAGE USED TO DETERMINE AGB BECAUSE BEHAVIORAL LLC WOULD NEVER CHARGE AN INDIVIDUAL WHO WAS APPROVED FOR FINANCIAL ASSISTANCE, SINCE COVERED CARE WOULD BE WRITTEN OFF IN FULL, AFTER EXHAUSTION OF ALL OTHER PAYMENT SOURCES. THE FAP DID NOT PROVIDE THE CONTACT INFORMATION (PHYSICAL ADDRESS AND TELEPHONE NUMBER) OF FINANCIAL ADVOCATES AND DEPARTMENT WHERE THE APPLICATION AND ADDITIONAL INFORMATION CAN BE REQUESTED. THE FAP DID NOT INCLUDE THE TIME FRAMES IN TAKING THE COLLECTIONS ACTIONS DESCRIBED IN THE FAP. THE FAP DID NOT IDENTIFY THE OFFICE/DEPARTMENT/COMMITTEE RESPONSIBLE FOR DETERMINING THAT THE FACILITY HAS MADE REASONABLE EFFORTS TO DETERMINE WHETHER AN INDIVIDUAL IS FAP-ELIGIBLE AND MAY THEREFORE ENGAGE IN ECAS AGAINST THE INDIVIDUAL. THE FAP STATED "ERLANGER HEALTH SYSTEM" WILL DETERMINE THIS. THE FAP DID NOT INCLUDE OR REFERENCE A LIST OF PROVIDERS, OTHER THAN THE HOSPITAL FACILITY ITSELF, DELIVERING EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IN THE HOSPITAL FACILITY THAT SPECIFIES WHICH PROVIDERS ARE COVERED BY THE HOSPITAL FACILITY'S FAP AND WHICH ARE NOT. THE FAP, PLS, AND FAP APPLICATION FORM WERE NOT WIDELY AVAILABLE ON THE BEHAVIORAL LLC WEBSITE. BEHAVIORAL LLC DID NOT OFFER A PAPER COPY OF THE PLS TO PATIENTS AS PART OF THE INTAKE OR DISCHARGE PROCESS. BEHAVIORAL LLC DID NOT INFORM PATIENTS IN WRITING THAT THEIR APPLICATION WAS MISSING DOCUMENTATION OR THAT THEY WERE DENIED FINANCIAL ASSISTANCE; RATHER THEY INFORMED INDIVIDUALS OVER THE PHONE. BEHAVIORAL LLC'S BILLING STATEMENTS DID NOT CONTAIN A CONSPICUOUS WRITTEN NOTICE THAT NOTIFIED THE RECIPIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE AND INCLUDED THE TELEPHONE NUMBER OF THE HOSPITAL FACILITY OFFICE OR DEPARTMENT THAT CAN PROVIDE INFORMATION ABOUT THE FAP AND FAP APPLICATION PROCESS AND THE DIRECT WEBSITE ADDRESS WHERE COPIES OF THE FAP, FAP APPLICATION FORM, AND PLS MAY BE OBTAINED. BEHAVIORAL LLC'S ADMISSIONS AREAS DID NOT CONTAIN CONSPICUOUS PUBLIC DISPLAYS OR POSTERS INFORMING PATIENTS ABOUT THE FAP. BEHAVIORAL LLC DID NOT OFFER SPANISH TRANSLATIONS OF THE FAP, PLS, AND FAP APPLICATION FORM.THE FOLLOWING ERRORS/OMISSIONS WERE DISCOVERED REGARDING THE NEW BEHAVIORAL LLC FAP AS APPLIED IN BEHAVIORAL LLC FROM 2023 TO 2024: THE FAP DID NOT INCLUDE THE METHOD USED TO DETERMINE AMOUNTS GENERALLY BILLED ("AGB") OR STATE THE PERCENTAGE USED TO DETERMINE AGB OR PROVIDE INFORMATION ON HOW THE PUBLIC CAN OBTAIN SUCH INFORMATION (PERCENTAGE AND CALCULATION) IN WRITING FREE OF CHARGE. THE NEW BEHAVIORAL LLC FAP STATES, "[B]ECAUSE COVERED CARE WILL BE WRITTEN OFF IN FULL, AFTER EXHAUSTION OF ALL OTHER PAYMENT SOURCES, AN INDIVIDUAL WHO HAS BEEN APPROVED FOR FINANCIAL ASSISTANCE WILL NEVER PAY MORE THAN THE AMOUNTS GENERALLY BILLED, WHETHER DETERMINED USING THE LOOK-BACK METHOD OR THE PROSPECTIVE METHOD." NEVERTHELESS, PROSPECTIVELY, BEHAVIORAL LLC HAS OR WILL CHOOSE AN AGB METHOD PERMISSIBLE UNDER CODE SECTION 501(R)(4) AND INCLUDE THE AGB METHOD CHOSEN IN ITS FAP FROM TIME TO TIME AS REQUIRED. THE FAP DOES NOT INCLUDE OR REFERENCE A LIST OF PROVIDERS, OTHER THAN THE HOSPITAL FACILITY ITSELF, DELIVERING EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IN THE HOSPITAL FACILITY THAT SPECIFIES WHICH PROVIDERS ARE COVERED BY THE HOSPITAL FACILITY'S FAP AND WHICH ARE NOT.BEHAVIORAL LLC HAS CORRECTED THE AFOREMENTIONED ERRORS/OMISSIONS IN ITS FAP. THIS WRITTEN DISCLOSURE IS ATTACHED TO NEW ERLANGER'S CURRENT FORM 990 AND POSTED ON THE WEBSITE OF BEHAVIORAL LLC AS REQUIRED BY REV. PROC. 2015-21, BECAUSE OLD ERLANGER DOES NOT FILE FORM 990S. WITH RESPECT TO PRACTICES AND PROCEDURES TO MINIMIZE THE LIKELIHOOD OF RECURRING ERRORS OR OMISSIONS, BEHAVIORAL LLC, IN CONJUNCTION WITH NEW ERLANGER WILL REVIEW ITS FAP ANNUALLY AND OTHER REQUIRED 501(R) COMPLIANCE ANNUALLY FOR UPDATES AND TO ENSURE CONFORMITY WITH THE LAW AND TAX EXEMPT, CHARITABLE OPERATIONS OF ITS HOSPITAL FACILITY.

Schedule H (Form 990) 2023

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?
Name and address		Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10

Schedule H (Form 990) 2023

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
PART I, LINE 3C:	ERLANGER ALSO EXTENDS FINANCIAL ASSISTANCE TO THOSE INDIVIDUALS WHO ARE ELIGIBLE AND ENROLLED IN SOUTHEAST TENNESSEE PROJECT ACCESS (STPA). THESE PATIENTS ARE ELIGIBLE FOR FREE CARE FOR EMERGENCY MEDICAL CONDITIONS AND MEDICALLY NECESSARY CARE WITHOUT APPLYING FOR FINANCIAL ASSISTANCE FOR THE DURATION OF THEIR ELIGIBILITY FOR STPA, AS INDICATED ON THEIR STPA IDENTIFICATION CARD. THE PATIENT SHOULD PROVIDE HIS OR HER STPA CARD AT THE TIME OF SERVICE.
PART I, LINE 7, COLUMN (F):	THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 335,022,127.
PART II, COMMUNITY BUILDING ACTIVITIES:	ERLANGER HEALTH SERVES THE COMMUNITY THROUGH EDUCATIONAL, CELEBRATORY, AND FUNDRAISING EVENTS. THESE EVENTS INCLUDE COMMUNITY SCREENINGS, MEDICAL AND SAFETY EDUCATIONAL EVENTS, SYMPOSIUMS, SUPPORT GROUPS, AND SAFETY FESTS. ERLANGER IS HIGHLY ACTIVE IN THE CHATTANOOGA COMMUNITY BY WAY OF PARTICIPATION IN AND SPONSORING OF EVENTS SUCH AS THE CHATTANOOGA MARKET, SAFE KIDS AT THE CHATTANOOGA ZOO, THE CHATTANOOGA MARATHON, THE IRONMAN CHATTANOOGA, STRIKE OUT STROKE, AND THE ANNUAL FUNFAIR AT CHILDREN'S HOSPITAL.
PART III, LINE 9B:	ERLANGER OFFERS FREE CARE FOR THOSE WHO QUALIFY FOR FINANCIAL ASSISTANCE; THEREFORE, NO BILLING AND COLLECTION ATTEMPTS ARE MADE AGAINST THE PATIENT FOR AN ACCOUNT THAT HAS BEEN FLAGGED AS BEING SUBJECT TO FINANCIAL ASSISTANCE, AS THE ACCOUNT IS WRITTEN OFF.THE POLICY EXPLICITLY STATES THAT ACCOUNTS ARE NOT REFERRED TO LEGAL OR AN EXTERNAL VENDOR UNTIL EFFORTS HAVE BEEN MADE TO DETERMINE IT IS NOT SUBJECT TO FINANCIAL ASSISTANCE. FURTHER, IF A PATIENT APPLIES FOR FINANCIAL ASSISTANCE, ALL EXTRAORDINARY COLLECTION ACTIONS WILL CEASE, AND ANY FUNDS PAID BY THE PATIENT WILL BE REFUNDED.

Schedule H (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

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

ERLANGER HEALTH

Employer identification number

88-3616696

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

Yes

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

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)
1JEFFREY WOODARD BOARD SECRETARY, CHIEF LEGAL OFFICER	(i) (ii)	376,057 ------------- 0	172,438 ------------- 0	489 ------------- 0	0 ------------- 0	23,100 ------------- 0	572,084 ------------- 0	0 ------------- 0
2JIM COLEMAN PRESIDENT & CEO	(i) (ii)	775,938 ------------- 0	308,383 ------------- 0	22,646 ------------- 0	0 ------------- 0	14,940 ------------- 0	1,121,907 ------------- 0	0 ------------- 0
3LYNN DEJACO EVP, CFO & TREASURER	(i) (ii)	575,688 ------------- 0	250,860 ------------- 0	4,198 ------------- 0	0 ------------- 0	13,795 ------------- 0	844,541 ------------- 0	0 ------------- 0
4GREGG GENTRY EVP, CHIEF ADMINISTRATIVE OFFICER	(i) (ii)	480,903 ------------- 0	339,000 ------------- 0	3,963 ------------- 0	0 ------------- 0	13,795 ------------- 0	837,661 ------------- 0	0 ------------- 0
5FLOYD CHASSE SVP, CHIEF HR OFFICER	(i) (ii)	252,892 ------------- 0	107,924 ------------- 0	938 ------------- 0	0 ------------- 0	8,619 ------------- 0	370,373 ------------- 0	0 ------------- 0
6ROBERT MALONEY EVP, CHIEF OPERATING OFFICER	(i) (ii)	576,506 ------------- 0	252,156 ------------- 0	1,474 ------------- 0	0 ------------- 0	21,331 ------------- 0	851,467 ------------- 0	0 ------------- 0
7TYLER WINKS EVP, CHIEF OPERATING OFFICER	(i) (ii)	269,600 ------------- 0	63,969 ------------- 0	248 ------------- 0	0 ------------- 0	23,100 ------------- 0	356,917 ------------- 0	0 ------------- 0
8RACHEL HARRIS EVP, CHIEF NURSING OFFICER	(i) (ii)	336,881 ------------- 0	137,801 ------------- 0	712 ------------- 0	0 ------------- 0	10,062 ------------- 0	485,456 ------------- 0	0 ------------- 0
9MARTHA ARVIN VP, CHIEF COMPLIANCE & PRIVACY OFFIC	(i) (ii)	288,337 ------------- 0	72,451 ------------- 0	1,940 ------------- 0	0 ------------- 0	14,940 ------------- 0	377,668 ------------- 0	0 ------------- 0
10DAVID GARRETT SVP & CHIEF INFORMATION OFFICER	(i) (ii)	407,387 ------------- 0	136,720 ------------- 0	3,329 ------------- 0	0 ------------- 0	12,641 ------------- 0	560,077 ------------- 0	0 ------------- 0
11CHARLES WOODS CEO, TCTCH	(i) (ii)	347,411 ------------- 0	86,448 ------------- 0	4,500 ------------- 0	0 ------------- 0	0 ------------- 0	438,359 ------------- 0	0 ------------- 0
12STEVEN BURKETT VP OF STRATEGY & BUSINESS DEVELOPMEN	(i) (ii)	300,056 ------------- 0	75,304 ------------- 0	2,168 ------------- 0	0 ------------- 0	14,940 ------------- 0	392,468 ------------- 0	0 ------------- 0
13JENSEN HYDE CHIEF MEDICAL OFFICER - VP	(i) (ii)	323,162 ------------- 0	45,793 ------------- 0	280 ------------- 0	0 ------------- 0	0 ------------- 0	369,235 ------------- 0	0 ------------- 0
14JEANNA ADLER VP CORPORATE FINANCE	(i) (ii)	277,329 ------------- 0	71,766 ------------- 0	1,853 ------------- 0	0 ------------- 0	14,940 ------------- 0	365,888 ------------- 0	0 ------------- 0
15PETER DEVERSA CORP MEDICAL DIR REVENUE INTEGRITY	(i) (ii)	331,358 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	7,096 ------------- 0	338,454 ------------- 0	0 ------------- 0
16MISTY BRACKETT VP REVENUE CYCLE	(i) (ii)	253,783 ------------- 0	69,960 ------------- 0	392 ------------- 0	0 ------------- 0	23,100 ------------- 0	347,235 ------------- 0	0 ------------- 0
17TRACI JENNINGS VP OPERATIONS	(i) (ii)	233,034 ------------- 0	56,904 ------------- 0	339 ------------- 0	0 ------------- 0	21,331 ------------- 0	311,608 ------------- 0	0 ------------- 0
18ADAM ROYER VP OPERATIONS	(i) (ii)	233,360 ------------- 0	54,752 ------------- 0	501 ------------- 0	0 ------------- 0	0 ------------- 0	288,613 ------------- 0	0 ------------- 0
19ADAM CAMPBELL SVP CHF QLTY & PT SAFETY OFFICER	(i) (ii)	232,487 ------------- 0	49,945 ------------- 0	530 ------------- 0	0 ------------- 0	13,795 ------------- 0	296,757 ------------- 0	0 ------------- 0
20MERIDITH OKEEFE SVP ERLANGER MEDICAL GROUP	(i) (ii)	274,776 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	274,776 ------------- 0	0 ------------- 0
21JESSE DOTY PHYSICIAN	(i) (ii)	500,560 ------------- 0	1,683,054 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	2,183,614 ------------- 0	0 ------------- 0
22DANIEL KUETER PHYSICIAN	(i) (ii)	989,453 ------------- 0	1,107,022 ------------- 0	7,158 ------------- 0	0 ------------- 0	21,331 ------------- 0	2,124,964 ------------- 0	0 ------------- 0
23MATTHEW HIGGINS PHYSICIAN	(i) (ii)	494,645 ------------- 0	1,289,472 ------------- 0	7,420 ------------- 0	0 ------------- 0	21,331 ------------- 0	1,812,868 ------------- 0	0 ------------- 0
24JOSEPH MILLER PHYSICIAN	(i) (ii)	975,263 ------------- 0	746,943 ------------- 0	9,506 ------------- 0	0 ------------- 0	23,100 ------------- 0	1,754,812 ------------- 0	0 ------------- 0
25PETER BOEHM PHYSICIAN	(i) (ii)	1,007,659 ------------- 0	708,255 ------------- 0	7,420 ------------- 0	0 ------------- 0	21,331 ------------- 0	1,744,665 ------------- 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

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

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

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

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
ERLANGER HEALTH

Employer identification number
88-3616696

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	CHATTANOOGA-HAMILTON COUNTY HOSPITAL AUTHORITY	62-6000101	162362HY6	12-11-2014	52,095,000	EXPANSION OF ERLANGER EAST HOSPITAL		X	X			X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............
11 Other spent proceeds .............
12 Other unspent proceeds .............
13 Year of substantial completion .............	2019
	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
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
16 Has the final allocation of proceeds been made? ..........	X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	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
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		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?
c Are there any research agreements that may result in private business use of bond-financed property? .............		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 ....
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 .............
7 Does the bond issue meet the private security or payment test? ...		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
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

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
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......	X
b Exception to rebate? ........		X
c No rebate due? .........		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

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
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
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
7 Has the organization established written procedures to monitor the requirements of section 148? ...	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

Part Ⅵ

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

Return Reference	Explanation

Schedule K (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

ERLANGER HEALTH

Employer identification number

88-3616696

Return Reference	Explanation
FORM 990, PART III, LINE 4A, CONTINUATION:	ERLANGER HONORS AND AWARDS CHILDREN'S HOSPITAL AT ERLANGER WAS RECOGNIZED WITH THE CYSTIC FIBROSIS FOUNDATION 2024 OUTSTANDING CARE CENTER PARTNER AWARD. CHILDREN'S HOSPITAL AT ERLANGER RECEIVED THE MOTHERS' MILK BANK OF TENNESSEE FIRST PLACE AWARD FOR 2024 DONATIONS. ERLANGER BARONESS HOSPITAL AND ERLANGER EAST HOSPITAL RECEIVED THE AMERICAN HEART ASSOCIATION'S GET WITH THE GUIDELINES STROKE GOLD PLUS QUALITY ACHIEVEMENT AWARD FOR THEIR COMMITMENT TO ENSURING STROKE PATIENTS RECEIVE THE MOST APPROPRIATE TREATMENT ACCORDING TO NATIONALLY RECOGNIZED, RESEARCH-BASED GUIDELINES. ERLANGER EAST HOSPITAL NAMED BEST OF THE BEST'S BEST PLACE TO HAVE A BABY BY THE CHATTANOOGA TIMES FREE PRESS FOR THE SEVENTEENTH YEAR IN A ROW. THE TENNESSEE DEPARTMENT OF DISABILITY AND AGING CHOSE ERLANGER AS A 2024 TENNESSEE EMPLOYMENT FIRST INCLUSIVE EMPLOYER AWARD RECIPIENT FOR ITS INVOLVED WITH THE PROGRAM, PROJECT SEARCH. THIS AWARD IS GIVEN TO BUSINESSES WHO ARE "DEDICATED TO THE RECRUITMENT, HIRING, ADVANCEMENT AND RETENTION OF PEOPLE WITH DISABILITIES." ERLANGER LIFE FORCE AWARDED FLIGHT PROGRAM OF THE YEAR BY THE ASSOCIATION OF AIR MEDICAL SERVICES. JESSICA HOLLADAY, VICE PRESIDENT AND ASSISTANT CHIEF NURSING OFFICER, SURGICAL AND TRAUMA SERVICES ARE ERLANGER RECEIVED THE 2024 THA NURSE LEADER OF DISTINCTION AWARD. EILEEN SHRUM, DIRECTOR OF PATIENT SAFETY AND QUALITY AT ERLANGER HEALTH, WAS THE WINNER OF THE THA PATIENT SAFETY LEADERSHIP AWARD. ERLANGER SUPPLY CHAIN WAS RECOGNIZED BY HEALTHCARE SUPPLY CHAIN LEADER, GLOBAL HEALTHCARE EXCHANGE (GHX), AS A RECIPIENT OF THE 2024 SUPPLY CHAINS OF DISTINCTION AWARD HONORING TOP PERFORMING HOSPITALS AND HEALTH SYSTEMS IN NORTH AMERICA THAT HAVE DEMONSTRATED EXCEPTIONAL COMMITMENT TO SUPPLY CHAIN EXCELLENCE, INNOVATION, AND RESILIENCE. THE ERLANGER MARKETING AND PUBLIC RELATIONS TEAM WON ELEVEN HEALTHCARE ADVERTISING AWARDS JUDGED BY A NATIONAL PANEL BASED ON CREATIVITY, QUALITY, MESSAGE EFFECTIVENESS, CONSUMER APPEAL, GRAPHIC DESIGN, AND OVERALL IMPACT.
FORM 990, PART VI, SECTION A, LINE 7A	ALL MEMBERS OF THE GOVERNING BODY ARE ELECTED BY THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7B	THE BOARD OF DIRECTORS MUST APPROVE BYLAW REVISIONS AND REVISIONS OF THE ARTICLES OF INCORPORATION FOR ERLANGER HEALTH.
FORM 990, PART VI, SECTION B, LINE 11B	THE ACCOUNTING DEPARTMENT PROVIDES INFORMATION TO AN UNRELATED, INDEPENDENT ACCOUNTING FIRM FOR PREPARATION OF THE FORM 990. THE RETURN IS REVIEWED BY THE ORGANIZATION'S EVP/CFO AND IS PROVIDED IN ELECTRONIC FORM TO ALL MEMBERS OF THE ERLANGER HEALTH AUDIT AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. THE EVP/CFO ATTENDS THE MEETING WITH THE COMMITTEE TO ANSWER ANY QUESTIONS AND ADDRESS ANY SIGNIFICANT DISCLOSURES WITHIN THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12C	ERLANGER HEALTH HAS A CONFLICT-OF-INTEREST POLICY FOR ALL MEMBERS OF THE BOARD OF DIRECTORS, THE CHAIR, PRESIDENT, EXECUTIVES PART VI, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, AND VICE PRESIDENTS, AND APPLIES TO ALL ERLANGER HEALTH FACILITIES. ALL PERSONS COVERED BY THIS POLICY ARE REQUIRED TO COMPLETE A CONFLICT-OF-INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. SHOULD A CONFLICT ARISE, IT IS THE RESPONSIBILITY OF THE CONFLICTED INDIVIDUAL TO UPDATE HIS OR HER DISCLOSURE IMMEDIATELY. IF A MEMBER OF THE BOARD OR BOARD COMMITTEE HAS A CONFLICT OF INTEREST INVOLVING ANY ISSUE ON THE BOARD AGENDA, HE OR SHE MUST DECLARE THE CONFLICT OF INTEREST DURING THE PERIOD ALLOTTED FOR DISCLOSURE. IF ANY ISSUE ARISES DURING A MEETING IN WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST, HE OR SHE MUST IMMEDIATELY DECLARE THE CONFLICT. WHILE EACH MEMBER OF THE BOARD OR BOARD COMMITTEE IS RESPONSIBLE FOR DISCLOSING CONFLICTS OF INTEREST, IT IS ALSO THE RESPONSIBILITY OF ANY BOARD MEMBER AWARE OF A CONFLICT WHICH HAS NOT BEEN DISCLOSED TO ENSURE THE BOARD IS MADE AWARE. THE PRESIDING OFFICER OF A BOARD OR BOARD COMMITTEE MEETING MAY ASK A CONFLICTED MEMBER TO EXCUSE THEMSELVES FROM THE MEETING DURING THE DISCUSSION RELATED TO THE ISSUE WITH WHICH THE CONFLICT OF INTEREST APPLIES. UNDER NO CIRCUMSTANCES SHALL A MEMBER VOTE ON A MATTER THAT GIVES RISE TO A POTENTIAL CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION PROCESS FOR TOP OFFICIAL: THE EXECUTIVE COMPENSATION COMMITTEE SERVES AS THE COMPENSATION OVERSIGHT COMMITTEE OF ERLANGER HEALTH'S BOARD OF DIRECTORS. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPRISED OF MEMBERS WHO ARE DETERMINED TO BE INDEPENDENT AND WHOM ARE NOT RELIANT UPON ANY BUSINESS RELATIONSHIP WITH ERLANGER HEALTH FOR INCOME OR COMPENSATION. THE COMPENSATION PLAN FOR JIM COLEMAN, ERLANGER HEALTH'S PRESIDENT AND CEO, WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE AND THEN BY THE ERLANGER HEALTH BOARD OF DIRECTORS IN ACCORDANCE WITH THE BOARD'S COMPENSATION POLICY AND PRACTICE. THE BOARD OF DIRECTORS RELIES UPON THE ADVICE OF AN INDEPENDENT AND EXPERIENCED COMPENSATION CONSULTANT WITH KNOWLEDGE ABOUT PAY PRACTICES FOR COMPARABLE POSITIONS WITHIN THE INDUSTRY, AND WHO HAS ACCESS TO BROAD DATA, STUDIES AND SURVEYS IN ORDER TO ENSURE THE COMPENSATION FALLS WITHIN COMPETITIVE AND APPROPRIATE RANGES FOR THE POSITION. COMPENSATION PROCESS FOR OFFICERS & KEY EMPLOYEES: ON AN ANNUAL BASIS, ERLANGER HEALTH'S HUMAN RESOURCES (H/R) DEPARTMENT EVALUATES COMPENSATION FOR ALL EXECUTIVES AT A POSITION LEVEL OF VICE PRESIDENT AND ABOVE. HR'S EVALUATION IS BASED ON MARKET DATA OBTAINED FROM INDEPENDENT THIRD-PARTY CONSULTANTS FOR POSITIONS WITH SIMILAR RESPONSIBILITIES AT SIMILARLY SITUATED ORGANIZATIONS. BASED ON THIS COMPARABLE DATA, ERLANGER HEALTH'S PRESIDENT & CEO EVALUATES THE DATA AND SUBMITS HIS RECOMMENDATIONS TO ERLANGER HEALTH'S BOARD OF DIRECTORS FOR THEIR FINAL REVIEW AND APPROVAL. IN ADDITION, ERLANGER HEALTH OFFERS AN INCENTIVE PLAN TO EXECUTIVES BASED ON TARGETED ACHIEVEMENT METRICS APPROVED BY THE ERLANGER HEALTH BOARD OF DIRECTORS WHICH INCLUDE QUALITY OF CARE, ACCESS TO CARE, COST MANAGEMENT, ETC.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST TO THE APPROPRIATE PARTIES REQUESTING THEM. FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO APPROPRIATE PARTIES REQUESTING THEM, AND THEY ARE MADE AVAILABLE TO THOSE PARTIES WHO OWN INDEBTEDNESS OF THE COMPANY ON A QUARTERLY BASIS. QUARTERLY FINANCIAL STATEMENTS AND THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE POSTED ON DACBOND.COM AND EMMA.MSRB.ORG, THE OFFICIAL PUBLIC DISCLOSURE WEBSITE.
FORM 990, PART IX, LINE 11G	PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,930,387. MANAGEMENT AND GENERAL EXPENSES 651,035. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,581,422. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 165,496,874. MANAGEMENT AND GENERAL EXPENSES 55,814,805. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 221,311,679.
FORM 990, PART XI, LINE 9:	K-1 INCOME NOT RECORDED ON AUDIT -920,264. ADJUSTMENT FOR CAPITAL CONVERSION TO TAX EXEMPT ENTITY 408,313,472.
FORM XII, LINE 2C	THE AUDIT AND FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANTS.

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

ERLANGER HEALTH

Employer identification number

88-3616696

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(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)CHATTANOOGA HAMILTON COUNTY HOSPITAL AUTHORITY 975 EAST THIRD STREET CHATTANOOGA,TN37403 62-6000101	HEALTHCARE	TN	115				No
(2)ERLANGER FOUNDATION 975 EAST THIRD STREET B-508 CHATTANOOGA,TN37403 58-1664027	FUNDRAISING	TN	501(C)(3)	LINE 7	ERLANGER HEALTH		No
(3)MURPHY MEDICAL CENTER INC 3990 US HIGHWAY 64 E ALT MURPHY,NC28906 56-1844262	HEALTHCARE	NC	501(C)(3)	LINE 3			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) ERLANGER BEHAVIORAL HEALTH LLC 6100 TOWER CIRCLE STE 1000 FRANKLIN,TN37067 81-5407918	TO OPERATE A FACILITY OR FACILITIES THAT PROVIDE BEHAVIORAL HEALTH SERVICES	TN	ACADIA CHATTANOOGA HOLDINGS LLC	RELATED	1,347,966	3,643,113		No			No	20.000 %
(2) CYBERKNIFE OF CHATTANOOGA LLC 5217 MARYLAND WAY STE 200 BRENTWOOD,TN37027 27-3411092	TO DEVELOP AND OPERATE AN AMBULATORY CENTER TO PROVIDE RADIATION THERAPY SER	TN	ERLANGER HEALTH	RELATED	488,784	528,104		No			No	51.000 %
(3) EN LLC 715 MARKET STREET STE 203 CHATTANOOGA,TN37402 83-0729368	TO OPERATE CLINICS WHICH PROVIDE WALK-IN HEALTH SERVICES	TN	NOON EN LLC	RELATED		300,645		No			No	20.000 %
(4) LHCG CXXXIV LLC 901 S HUGH WALLIS ROAD LAFAYETTE,TN70508 35-2605467	FOR THE PURPOSE OF ACQUIRING AND OPERATING A DULY LICENSED, MEDICARE CERTIFI	TN	TENNESSEE HEALTH CARE GROUP LLC	RELATED	-39,721	157,467		No			No	25.000 %

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) CONTINUCARE HEALTHSERVICES INC 975 EAST THIRD STREET CHATTANOOGA,TN37403 62-1214963	TO PROVIDE HEALTH AND WELLNESS SERVICES	TN	ERLANGER HEALTH	C	605,974	21,163,766	100.000 %		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) ............................

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) ............................

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

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

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

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

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

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2023

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:

1	Briefly describe the organization’s mission or most significant activities: TO BE A CENTER OF EXCELLENCE IN PROVIDING HIGH-QUALITY HEALTH CARE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	11
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	7,668
6	Total number of volunteers (estimate if necessary) .............	6	658
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	17,179
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	1,142

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........		13,039,035
9	Program service revenue (Part VIII, line 2g) .........		1,285,493,925
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....		8,932,139
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)		5,404,270
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)		1,312,869,369
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...		0
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)		635,042,774
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....		613,118,202
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)		1,248,160,976
19	Revenue less expenses. Subtract line 18 from line 12.......		64,708,393
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............		996,962,018
21	Total liabilities (Part X, line 26).............		525,057,428
22	Net assets or fund balances. Subtract line 21 from line 20.....		471,904,590

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 957,865,359 including grants of $ ) (Revenue $ 1,287,287,881 )
	ERLANGER HEALTH IS A TENNESSEE NON-PROFIT, PUBLIC BENEFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. ERLANGER HEALTH AND ITS AFFILIATES OWN AND OPERATE HOSPITALS AND OTHER HEALTH CARE FACILITIES KNOWN AS ERLANGER HEALTH (THE "HEALTH SYSTEM OR "ERLANGER") LOCATED PRIMARILY IN AND NEAR THE CITY OF CHATTANOOGA, TENNESSEE (THE "HOSPITAL FACILITIES"). PRIOR TO JULY 1, 2023, THE HOSPITAL FACILITIES WERE OWNED AND OPERATED BY THE CHATTANOOGA-HAMILTON COUNTY HOSPITAL AUTHORITY. ON JULY 1, 2023, THE HOSPITAL AUTHORITY TRANSFERRED THE HOSPITAL FACILITIES TO THE ERLANGER PURSUANT TO A MISSION AGREEMENT DATED AUGUST 29, 2022 AMONG THE HOSPITAL AUTHORITY, ERLANGER AND HAMILTON COUNTY, TENNESSEE. FOUNDED IN 1889 BY FRENCH NOBLEMAN, BARON FREDERIC EMILE D'ERLANGER, THE HOSPITAL OPENED IN 1899 WITH 72 BEDS. SOON AFTER OPENING, ERLANGER FORMED ONE OF THE STATE'S FIRST NURSING SCHOOLS AND DEVELOPED A PARTNERSHIP WITH CHATTANOOGA MEDICAL COLLEGE, NOW THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA. ERLANGER CONTINUES ITS COMMITMENT TO EXCELLENCE AS AN ACADEMIC MEDICAL CENTER AND PASSION FOR ADVANCING MEDICAL EDUCATION THROUGH A 50 YEAR PARTNERSHIP WITH THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER COLLEGE OF MEDICINE CHATTANOOGA. THE HEALTH SYSTEM IS THE LARGEST HEALTHCARE PROVIDER IN SOUTHEAST TENNESSEE, TREATING MORE THAN 1,000,000 PEOPLE ANNUALLY. ERLANGER HEALTH EMPLOYS OVER 6,800 PEOPLE IN ORDER TO OPERATE A TOTAL OF 930 LICENSED BEDS. NEARLY 700 VOLUNTEERS PROVIDE OVER 100,000 HOURS OF TIME TO THE HEALTH SYSTEM. THE HEALTH SYSTEM INCLUDES 6 HOSPITAL FACILITIES AND 28 PRIMARY CARE LOCATIONS TO PROVIDE A NUMBER OF SPECIALIZED CLINICAL SERVICES SUCH AS LEVEL I ADULT AND PEDIATRIC TRAUMA, LEVEL IV NEONATOLOGY SERVICES, KIDNEY TRANSPLANTATION, HEPATOBILIARY CANCER TREATMENT, THE COMPREHENSIVE STROKE CENTER OF EXCELLENCE, THE ORTHOPEDIC CENTER OF EXCELLENCE, A REGIONAL CANCER UNIT, OPEN-HEART SURGERY AND NEUROSURGERY, AS WELL AS A FULL-SERVICE CHILDREN'S HOSPITAL, ALL OF WHICH ARE SUPPORTED BY SIX "LIFE FORCE" AIR AMBULANCES COVERING A 100-MILE RADIUS AROUND CHATTANOOGA, TENNESSEE. ERLANGER HAS A MEDICAL STAFF CONSISTING OF ADULT AND PEDIATRIC SUBSPECIALTY PHYSICIANS AND A LARGE PRIMARY CARE NETWORK COVERING THE ERLANGER REGION. THE MEDICAL STAFF CONSISTS OF EMPLOYED PHYSICIANS AND PRIVATE ATTENDING PHYSICIANS MANY OF WHOM HAVE FACULTY APPOINTMENTS WITH UTHSC COLLEGE OF MEDICINE CHATTANOOGA. THE MAJORITY OF SPECIALISTS ARE LOCATED ON ONE OF THE CHATTANOOGA CAMPUSES.ERLANGER HEALTH IS THE REGION'S ONLY SAFETY NET HOSPITAL PROVIDING MEDICALLY NECESSARY HEALTHCARE TO ALL INDIVIDUALS, WHERE NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES REGARDLESS OF THE ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS. AT ERLANGER, DIVERSITY IS AN INDISPENSABLE COMPONENT OF HEALTHCARE EXCELLENCE. A COMMITMENT TO DIVERSITY MEANS A COMMITMENT TO THE INCLUSION, WELCOME, AND SUPPORT OF INDIVIDUALS FROM ALL GROUPS, ENCOMPASSING THE VARIOUS CHARACTERISTICS OF PERSONS IN OUR EMPLOYMENT AND COMMUNITY. THESE CHARACTERISTICS INCLUDE RACE, ETHNICITY, NATURAL ORIGIN, GENDER, AGE, SOCIOECONOMIC BACKGROUND, RELIGION, SEXUAL ORIENTATION, AND DISABILITY. AS WE EMBRACE THE POWER OF DIVERSITY, WE WILL PROVIDE OUR STAFF, VISITORS, PATIENTS, AND COMMUNITY WITH AN EXPERIENCE RICH IN OPPORTUNITIES AND PERSPECTIVES TO LEARN FROM EACH OTHER. THROUGH OUR EMPLOYEES, PHYSICIANS, AND CLINICIANS OUR HOSPITAL IS A WELCOMING PLACE FOR ALL AS WE EMBRACE THE POWER OF DIVERSITY. AT ERLANGER HEALTH, OUR VALUES DEFINE WHO WE ARE AND HOW WE ACT AS STAKEHOLDERS, INDIVIDUALLY AND COLLECTIVELY. WE BELIEVE VALUES IN ACTION CREATE THE CULTURE WE DESIRE: EXCELLENCE, RESPECT, LEADERSHIP, ACCOUNTABILITY, NURTURING, GENEROSITY, ETHICS, RECOGNITION. OUR VALUES REPRESENT WHO WE ARE, WHAT WE DO AND OUR ASPIRATIONS FOR THE FUTURE.

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 expenses957,865,359

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	19,181,484	0	338,618

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	3,851,305
e	Government grants (contributions)		1e	9,079,330

f	All other contributions, gifts, grants, and similar amounts not included above		1f	108,400

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

h Total. Add lines 1a-1f.......		13,039,035

		Business Code
2a	PATIENT SERVICE REVENUE	621400	1,204,246,242	1,204,246,242
b	OPERATING REVENUE	524292	54,372,393	54,372,393
c	OTHER OPERATING REVENUE	900099	26,875,290	26,875,290
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,285,493,925

3 Investment income (including dividends, interest, and othersimilar amounts) ......			9,216,228			9,216,228
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	3,593,135
b	Less: rental expenses	6b	0
c	Rental income or (loss)	6c	3,593,135
d	Net rental income or (loss).......			3,593,135			3,593,135
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b	119,859	164,230
c	Gain or (loss)	7c	-119,859	-164,230
d	Net gain or (loss).........			-284,089			-284,089
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	INCOME FROM PASSTHROUGH INVESTMEN		900003	1,305,172	1,305,172
b	INCOME FROM CYBERKNIFE OF CHATTAN		900003	488,784	488,784
c	INCOME FROM SUPPLY SALES		456199	17,179		17,179
d	All other revenue ....
e	Total. Add lines 11a–11d ......			1,811,135
12	Total revenue. See instructions.....			1,312,869,369	1,287,287,881	17,179	12,525,274

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	6,319,463	4,725,694	1,593,769
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	526,609,825	393,798,827	132,810,998
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	69,978,708	52,330,078	17,648,630
10	Payroll taxes ...........	32,134,778	24,030,387	8,104,391
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	4,135,372	3,092,431	1,042,941
c	Accounting ...........	213,122	159,373	53,749
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	1,889,014	1,412,605	476,409
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	223,893,101	167,427,261	56,465,840
12	Advertising and promotion ....	3,360,750	2,513,169	847,581
13	Office expenses .......
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	28,094,479	21,009,051	7,085,428
17	Travel ............	263,966	197,394	66,572
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........	11,893,586	8,894,024	2,999,562
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	47,040,353	35,176,776	11,863,577
23	Insurance ...	9,167,674	6,855,587	2,312,087
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	SUPPLIES	170,679,801	127,634,355	43,045,446
b	DRUG SUPPLIES	97,107,777	97,107,777
c	LICENSES AND FEES	7,510,577	5,616,409	1,894,168
d	PROFESSIONAL EDUCATION	3,036,359	2,270,589	765,770
e	All other expenses	4,832,271	3,613,572	1,218,699
25	Total functional expenses. Add lines 1 through 24e	1,248,160,976	957,865,359	290,295,617	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 ........				1	197,451,026
2	Savings and temporary cash investments .........				2	208,994,029
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............				4	182,911,405
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 ............				8	19,878,505
9	Prepaid expenses and deferred charges ......				9	15,555,134
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	938,402,020
b	Less: accumulated depreciation	10b	671,250,171	0	10c	267,151,849
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			0	15	105,020,070
16	Total assets. Add lines 1 through 15 (must equal line 33)...			0	16	996,962,018

17	Accounts payable and accrued expenses .....		17	154,686,906
18	Grants payable ...		18
19	Deferred revenue .........		19	2,903,591
20	Tax-exempt bond liabilities .........		20	153,082,329
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 ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	0	25	214,384,602
26	Total liabilities. Add lines 17 through 25..	0	26	525,057,428

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27	469,894,352
28	Net assets with donor restrictions ...........		28	2,010,238
	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 ...........	0	32	471,904,590
33	Total liabilities and net assets/fund balances ........	0	33	996,962,018