Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
Norton Healthcare Inc
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
ACCOUNTING 224 E BROADWAY 5TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Louisville, KY402022025
D Employer identification number

61-1028725
E Telephone number

G Gross receipts $ 1,220,571,600
F Name and address of principal officer:
RUSSELL F COX
4967 US HIGHWAY 42 SUITE 100
Louisville,KY40222
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.NORTONHEALTHCARE.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1983
M State of legal domicile: KY
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Norton Healthcare's purpose is to provide quality health care to all those we serve, in a manner that responds to the needs of our communities and honors our faith heritage.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 18
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 17
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 5,716
6 Total number of volunteers (estimate if necessary) ............. 6 1
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -694,276
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 252,562
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 11,642,911 4,670,810
9 Program service revenue (Part VIII, line 2g) ......... 545,625,743 592,291,987
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 53,769,555 112,410,264
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -3,936,117 49,992,565
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 607,102,092 759,365,626
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,443,803 51,377,832
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) 270,691,164 322,980,399
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).... 306,984,619 360,111,716
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 580,119,586 734,469,947
19 Revenue less expenses. Subtract line 18 from line 12....... 26,982,506 24,895,679
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,403,379,569 2,604,396,769
21 Total liabilities (Part X, line 26)............. 2,195,789,381 2,331,085,105
22 Net assets or fund balances. Subtract line 21 from line 20..... 207,590,188 273,311,664
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: Norton Healthcare's purpose is to provide quality health care to all those we serve, in a manner that responds to the needs of our communities and honors our faith heritage.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 620,065,679 including grants of $ 51,377,832 ) (Revenue $ 755,389,092 )
Norton Healthcare Inc. is a not-for-profit corporation serving adult and pediatric patients from throughout Greater Louisville, Southern Indiana, the commonwealth of Kentucky and beyond. The not-for-profit hospital and health care system has six Louisville-based hospitals and three hospitals in Southern Indiana. Norton Healthcare expanded services in 2024 with the addition of Norton West Louisville Hospital. This new hospital adds to the recent additions of Norton King's Daughters Health in 2022 and Norton Clark Hospital and Norton Scott Hospital in 2023. Norton West Louisville Hospital opened in November 2024. The hospital offers comprehensive services, including adult and pediatric primary care physician offices, emergency department services, inpatient services and outpatient functions. Imaging services, including X-rays and CT scans, are available, along with specialty services such as women's health, cardiology, neurology and endocrinology. Some physician offices offer evening hours as well. (Continued on Schedule O)
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses620,065,679
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
1,659
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
3
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
5,716
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
18
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
No
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
KY
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
Helena SchulzAccounting 224 E BROADWAY 5th Fl   LOUISVILLE,KY402022025 (502) 629-8263
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

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

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

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Russell F Cox......................................................................
President & CEO/Trustee
 30.0
.................
20.0 		X   X       3,633,654 0 482,184
(2) Barry Pennybaker......................................................................
Trustee
 1.0
.................
3.5 		X           2,000 0 0
(3) Craig D Grant......................................................................
Vice Chair
 2.0
.................
3.5 		X           2,000 0 0
(4) Donald H Robinson......................................................................
Trustee
 4.0
.................
3.5 		X           0 0 0
(5) Edie Nixon......................................................................
Chair
 13.0
.................
3.5 		X           2,000 0 0
(6) G Hunt Rounsavall Sr......................................................................
Trustee
 4.0
.................
3.5 		X           2,000 0 0
(7) Gail Lyttle......................................................................
Trustee
 1.0
.................
3.5 		X           2,000 0 0
(8) Gary L Stewart......................................................................
Trustee
 4.0
.................
3.5 		X           2,000 0 0
(9) Gregory E Mayes......................................................................
Trustee
 3.0
.................
3.5 		X           2,000 0 0
(10) James L Sublett MD......................................................................
Trustee (PARTIAL YEAR)
 1.0
.................
3.5 		X           2,000 0 0
(11) Joe Craig......................................................................
Trustee
 1.0
.................
4.5 		X           0 2,000 0
(12) Judge Denise Clayton......................................................................
Trustee
 1.0
.................
3.5 		X           2,000 0 0
(13) Lee K Garlove......................................................................
Trustee
 1.0
.................
3.5 		X           2,000 0 0
(14) Maria Hampton......................................................................
Trustee
 1.0
.................
3.5 		X           2,000 0 0
(15) Maria L Bouvette......................................................................
Trustee
 1.0
.................
3.5 		X           2,000 0 0
(16) Martha K Heyburn MD......................................................................
Trustee
 1.0
.................
3.5 		X           2,000 0 0
(17) Richard R Ivey......................................................................
Trustee
 1.0
.................
3.5 		X           2,000 0 0
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Ronald Lehocky MD........................................................................
Trustee
 3.0
.......................3.5 		X           2,000 0 0
(19) Sue Davis EdD RN........................................................................
Trustee
 3.0
.......................3.5 		X           2,000 0 0
(20) Adam Kempf........................................................................
Sr VP & CFAO
 30.0
.......................20.0 		    X       1,418,297 0 241,646
(21) Michael W Gough........................................................................
Exec VP and COO (partial year)
 30.0
.......................20.0 		    X       3,200,723 0 16,296
(22) Robert B Azar........................................................................
Sr VP Chief Legal Officer/Secretary
 30.0
.......................20.0 		    X       1,125,537 0 176,992
(23) Charlotte Ipsan........................................................................
Senior VP & Chief Hospital Officer
 21.0
.......................29.0 		      X     1,044,527 0 185,407
(24) Douglas Winkelhake........................................................................
Sys VP Norton Neurology Institute tho
 50.0
.......................0 		      X     942,990 0 170,319
(25) James Frazier MD........................................................................
Sys VP & Chief Medical Office
 50.0
.......................0 		      X     864,617 0 152,220
(26) Jim Meyers........................................................................
Sys VP, Revenue Cycle
 50.0
.......................0 		      X     610,820 0 120,479
(27) John Hammond........................................................................
Senior VP & Chief Human Resources Officer
 50.0
.......................0 		      X     719,020 0 149,007
(28) Kimberly Tharp-Barrie........................................................................
Sr VP, CNO
 50.0
.......................0 		      X     801,010 0 149,505
(29) Laura Chandler........................................................................
SRVP Administration & Governance and Chief of Staff
 50.0
.......................0 		      X     494,326 0 1,075
(30) Mark Kircher........................................................................
Division VP, Finance
 50.0
.......................0 		      X     538,726 0 103,368
(31) Mary Lynn Meyer........................................................................
Sr VP WCCP/ CDO
 32.0
.......................18.0 		      X     536,938 254,712 128,645
(32) Renee Murphy........................................................................
Sr VP, Chief Marketing & Communications Officer
 50.0
.......................0 		      X     707,522 0 119,308
(33) Scott Watkins........................................................................
Senior VP & Chief Integration and Performance Officer
 49.0
.......................1.0 		      X     851,210 0 180,750
(34) Shelley Gast........................................................................
Senior VP & Chief Revenue Officer
 50.0
.......................0 		      X     631,613 0 106,182
(35) Steve Ready........................................................................
Sr VP & CIO
 50.0
.......................0 		      X     1,083,319 0 213,455
(36) Steven Heilman MD........................................................................
Sys VP & Chief Medical Information Officer
 50.0
.......................0 		      X     801,186 0 144,189
(37) Steven Hester MD........................................................................
Senior VP & Chief Clinical and Strategy Office
 50.0
.......................0 		      X     1,641,761 0 307,880
(38) Tammy McClanahan........................................................................
SYS VP Cancer & Hospital Outpatient Service Line
 50.0
.......................0 		      X     490,139 0 105,610
(39) Vanessa Garrett........................................................................
SYS VP Chief Audit, Compliance & Privacy Officer
 50.0
.......................0 		      X     485,902 0 101,476
(40) Andrew McCarthy........................................................................
Sys VP, Facilities Management
 50.0
.......................0 		        X   590,016 0 107,655
(41) Helena Schulz........................................................................
Sys VP, Treasurer
 50.0
.......................0 		        X   500,763 0 99,024
(42) Mark McDonald........................................................................
Sys VP Pediatric Medical Affairs
 50.0
.......................0 		        X   624,887 0 3,681
(43) Mark Moussette........................................................................
Sys VP, Chief Technology Officer
 50.0
.......................0 		        X   505,162 0 99,264
(44) Stephen Wyatt MD........................................................................
Chief Research Executive
 50.0
.......................0 		        X   598,075 0 33,911
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 25,474,740 256,712 3,699,528
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 924
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Impact Advisors LLC

PO Box 735842
Chicago,IL60673 		Consulting 11,468,632
Technical Youth LLC

PO Box 201265
Dallas,TX75320 		Consulting 9,318,191
Firstsource Solutions USA LLC

10400 Linn Station Rd
Suite 100
Louisville,KY40223 		Patient Financial Services 7,848,273
The CSI Companies Inc

PO Box 890841
Charlotte,NC282890841 		Consulting 7,725,448
Allegis Group Holdings Inc

PO Box 198568
Atlanta,GA303848568 		Contract Labor 6,290,311
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 113
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 4,670,810
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 4,670,810
Program Service RevenueAmt Business Code
2a Management fees 900099 494,751,799 494,751,799    
b Net Patient Revenue 621999 77,472,124 77,472,124    
c Clinical Research Trials 541715 19,864,266 19,864,266    
d Education Programs 624190 203,798 203,798    
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ..... 592,291,987
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 89,502,552 90,515,950 -1,013,398  
4 Income from investment of tax-exempt bond proceeds 4,642,390 4,642,390    
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c 0 0
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 479,471,296  
b Less: cost or other basis and sales expenses 7b 461,205,974  
c Gain or (loss) 7c 18,265,322 0
d Net gain or (loss)......... 18,265,322 18,265,322    
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.. 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a Insurance Reimbursement 621999 7,500,000 7,500,000    
b FEMA Reimbursement 921190 31,006,077 31,006,077    
c FICA Reimbursement 921190 6,025,646 6,025,646    
d All other revenue .... 5,460,842 5,141,720 319,122 0
e Total. Add lines 11a–11d ...... 49,992,565
12 Total revenue. See instructions..... 759,365,626 755,389,092 -694,276 0
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 51,166,237 51,166,237
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 211,595 211,595
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 ........... 25,833,050 13,453,657 12,379,393 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 1,221,174 1,037,998 183,176  
7 Other salaries and wages........ 236,080,289 202,547,219 33,533,070  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 12,441,878 10,575,596 1,866,282  
9 Other employee benefits ....... 29,087,589 24,724,451 4,363,138  
10 Payroll taxes ........... 18,316,419 15,568,956 2,747,463  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 5,288,773 4,495,457 793,316  
c Accounting ........... 909,996 773,496 136,500  
d Lobbying ........... 132,000 112,200 19,800  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 7,228,097 7,228,097    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 104,181,232 88,554,047 15,627,185 0
12 Advertising and promotion .... 6,110,545 5,193,963 916,582  
13 Office expenses ....... 5,695,595 4,841,256 854,339  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 10,869,468 9,239,048 1,630,420  
17 Travel ............ 989,846 841,369 148,477  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 42,443,088 36,076,625 6,366,463  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 26,371,030 22,415,375 3,955,655  
23 Insurance ... 14,906,229 12,669,295 2,236,934  
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 Equipment Rental and Repair 94,773,427 80,557,413 14,216,014  
b Pharmacy Drugs 71,935,978 61,145,581 10,790,397  
c Sponsorship 2,578,688 2,160,146 418,542  
d Bad Debt 1,275,979 1,084,582 191,397  
e All other expenses -35,578,255 -36,607,980 1,029,725 0
25 Total functional expenses. Add lines 1 through 24e 734,469,947 620,065,679 114,404,268 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 181,090,199 1 34,508,695
2 Savings and temporary cash investments ......... 60,991,240 2 162,822,344
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 45,027,129 4 62,933,335
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 5,423,861 8 6,625,970
9 Prepaid expenses and deferred charges ...... 76,587,219 9 88,514,822
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 390,485,662
b Less: accumulated depreciation 10b 290,304,332 108,882,982 10c 100,181,330
11 Investments—publicly traded securities . 1,218,987,918 11 1,402,548,141
12 Investments—other securities. See Part IV, line 11 ..... 623,750,070 12 629,565,881
13 Investments—program-related. See Part IV, line 11 .. 21,775,973 13 21,775,973
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 60,862,978 15 94,920,278
16 Total assets. Add lines 1 through 15 (must equal line 33)... 2,403,379,569 16 2,604,396,769
Liabilities 17 Accounts payable and accrued expenses ..... 268,537,578 17 323,720,421
18 Grants payable ... 8,391,701 18 6,510,566
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 1,584,870,046 20 1,534,891,636
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 333,990,056 25 465,962,482
26 Total liabilities. Add lines 17 through 25.. 2,195,789,381 26 2,331,085,105
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 198,579,847 27 264,770,907
28 Net assets with donor restrictions ........... 9,010,341 28 8,540,757
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 207,590,188 32 273,311,664
33 Total liabilities and net assets/fund balances ........ 2,403,379,569 33 2,604,396,769
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
759,365,626
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
734,469,947
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
24,895,679
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
207,590,188
5
Net unrealized gains (losses) on investments ...............
5
35,810,688
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
5,015,109
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
273,311,664
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
Norton Healthcare Inc
 
Employer identification number

61-1028725
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................6
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) NORTON HOSPITALS INC
  		610703799 3 Yes   0 2,875,517,394
(B) COMMUNITY MEDICAL ASSOCIATES INC
  		611276316 9   No 0 661,606,058
(C) NORTON HEALTHCARE FOUNDATION INC
  		310914919 7   No 0 923,212
(D) THE CHILDREN'S HOSPITAL FOUNDATION INC
  		616027530 7   No 0 26,321,925
(E) Norton Healthcare - Indiana Inc
  		850513259 3   No 0 95,445,923
(F) NORTON KING'S DAUGHTERS' HEALTH INC
  		350895832 3   No 0 24,985,992
Total
6
 0 3,684,800,504
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. 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—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
No
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
Yes
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
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
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
No
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 2024 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-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, 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 2024. 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 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
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, Part I, Line 12g(vi) Type of other support Other support includes administration overhead and direct support of operations for all supported organizations.
Schedule A, Part IV, Section A, Line 1 Norton Hospitals, Inc. is named as a supported organization in the Articles of Incorporation of Norton Healthcare, Inc. and the other four supported organizations are identified by class or purpose. Specifically, the Articles of Incorporation of Norton Healthcare, Inc. provide that the organization will support (in addition to Norton Hospitals, Inc.) the operations and activities of other affiliated publicly supported organization that are operated to promote the general health of the community in conjunction with Norton Hospitals.
Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name Norton Hospitals, Inc. is named as supported organizations in the Articles of Incorporation of Norton Healthcare, Inc., and the other five supported organizations are identified by class or purpose. Specifically, the Articles of Incorporation of Norton Healthcare, Inc. provide that the organization will support (in addition to Norton Hospitals, Inc.) the operations and activities of other affiliated publicly supported organizations that are operated to promote the general health of the community in conjunction with Norton Hospitals.
Schedule A, Part IV, Section C, Line 1 Majority director detail As a supporting organization, Norton Healthcare, Inc. is supervised or controlled in connection with the supported organizations, and therefore, is designated as a Type II supporting organization. Norton Healthcare, Inc. meets this classification because the management of Norton Healthcare, Inc. is vested in the same persons that control and manage the supported organizations. Specifically, the organizations share the same President/Chief Executive Officer, Chief Legal Officer, Executive Vice President/Chief Operating Officer, and Chief Financial Officer. This common control allows Norton Healthcare, Inc. and its four supported organizations to function collectively as a health system, with Norton Healthcare, Inc. providing management and administrative support to the supported organizations. The fact that the core leadership team of each of the supported organizations is also the core leadership team of Norton Healthcare, Inc. assures that Norton Healthcare, Inc. is responsive to the needs and demands of the supported organizations and that Norton Healthcare, Inc. constitutes an integral part of and maintains a significant involvement in the operations of the supported organizations.
Schedule A (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Norton Healthcare Inc
 
Employer identification number

61-1028725
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 ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Norton Healthcare Inc
  		Employer identification number
61-1028725
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Norton Healthcare Inc
  		Employer identification number

61-1028725
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Norton Healthcare Inc
  		Employer identification number

61-1028725
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 (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE C
(Form 990)

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

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Norton Healthcare Inc
 
Employer identification number

61-1028725
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2021 (b) 2022 (c) 2023 (d) 2024 (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) 2024


Schedule C (Form 990) 2024
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
132,000
j
Total. Add lines 1c through 1i ....................................................................................................
132,000
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 Description of the activities reported on lines 1A through 1i Part II-B, line 1(i) other lobbying activities: Payments made to the following entities for government affairs representation to focus on goals and priorities to advocate, educate and promote the interest of Norton Healthcare, Inc. and registered as appropriate with the legislative and/or executive branch ethics commission as agents/lobbyists: Rotunda Group LLC totaling $132,000.
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Employees and contractors of Norton Healthcare, Inc. are engaged at the state level to lobby the Executive and Legislative branch of Kentucky and Indiana state government
Schedule C (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Norton Healthcare Inc
 
Employer identification number

61-1028725
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   2,524,221 2,524,221
b Buildings ....   37,491,171 1,038,072 36,453,099
c Leasehold improvements        
d Equipment ....   347,380,032 289,266,260 58,113,772
e Other .....   3,090,238   3,090,238
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 100,181,330
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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) Closely-held equity interests		    

(B) Financial derivatives		    

(C) ALTERNATIVE INVESTMENTS MASTER TRUST UNITS		 358,251,720 F

(D) REAL ESTATE MASTER TRUST UNITS		 108,731,682 F

(E) Private Equity Master Trust		 162,582,479 F
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 629,565,881
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
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  
Federal Income Taxes  
PAYABLE TO AFFILIATES 205,819,546
SELF INSURANCE TRUST 99,813,050
OTHER LIABILITIES 29,515,269
OTHER INSURANCE 3,311,049
Pension 38,983,935
457(b) plan liabilities 88,519,633


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 465,962,482
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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 0
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1.................. 3 0
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 0
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 0
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 0
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 0
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 0
c Add lines 4a and 4b..................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 0
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Norton Healthcare Inc
 
Employer identification number

61-1028725
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Investments   401,643,503
Europe (Including Iceland and Greenland) 0 0 Investments   48,815,329
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 450,458,832
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 450,458,832
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1




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Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Norton Healthcare Inc
 
Employer identification number
61-1028725
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Norton WLH Real Estate Inc
224 E Broadway
Suite 500
Louisville,KY40202 		33-1241700 501(c)(3) 49,111,429 49,111,429 FMV Building HOSPITAL BUILDING
(2) JEFFERSON PUBLIC SCHOOL
PO BOX 34020
LOUISVILLE,KY40232 		61-6001316 GOV 510,000       Program support to ensure that trainers and sports medicine experts are available and support of baseline concussion testing.
(3) UNIVERSITY OF KENTUCKYPHARM
800 ROSE ST RM H213
LEXINGTON,KY40508 		61-6001218 GOV 200,000       Support University Pharmacy college programs and support UK leadership program for annual graduate student scholarship
(4) Bellarmine University
2001 NEWBURG RD
LOUISVILLE,KY40205 		61-0482955 501(c)(3) 150,000       General program support for student education
(5) Hanover College
517 BALL DR
HANOVER,IN47243 		35-0868096 501(c)(3) 75,000       Clinical services and financial support of Sports Med
(6) LEADERSHIP LOUISVILLE FOUNDATION
707 W MAIN ST
LOUISVILLE,KY40202 		31-0958491 501(c)(3) 57,350       Support for leadership development program
(7) Christian Academy of Lou
700 SOUTH ENGLISH STATION RD
LOUISVILLE,KY40245 		61-0907309 501(c)(3) 55,000       Athletic training services
(8) NCSL-NATL Conference State Legislation
7700 E FIRST PL
DENVER,CO80230 		84-0772595 GOV 50,000       NCSL Legislative Summit Louisville, Kentucky 2024
(9) Habitat for Humanity
1620 BANK ST
LOUISVILLE,KY40203 		58-1735528 501(c)(3) 50,000       Funding for a home build project
(10) METRO UNITED WAY OF KENTUCKY
DEPT 52860
PO BOX 950148
LOUISVILLE,KY40295 		61-0444680 501(c)(3) 50,000       Support the engagement of the community to give, advocate and volunteer
(11) Christian Academy of IND
1000 ACADEMY DR
NEW ALBANY,IN47150 		06-1686237 501(c)(3) 45,000       Athletic training services
(12) Louisville Chamber of Commerce
101 SOUTH 5th STREET
LOUISVILLE,KY40202 		61-0434089 501(c)(6) 41,500       2024 GLIDE & Capitol Connection Sponsorships
(13) Catholic Education Foundation
401 West main Street
Suite 806
Louisville,KY40202 		61-1294640 501(c)(3) 37,000       Supporting the growth and vitality of Catholic parishes and schools in the Archdiocese of Louisville, Kentucky
(14) WHAS CRUSADE FOR CHILDREN INC
520 W CHESTNUT ST
LOUISVILLE,KY40202 		23-7075524 501(c)(3) 35,000       Supporting children in community
(15) Community Medical Associates Inc
224 E BROADWAY 5TH FLOOR
LOUISVILLE,KY40202 		61-1276316 501(C)(3) 34,058       Support of a nurse practitioner for the Bellarmine student health clinic and support local public schools for telemedicine services
(16) FUND FOR THE ARTS
623 W MAIN ST
LOUISVILLE,KY40202 		61-0479626 501(c)(3) 32,500       Supporting the arts
(17) Mercy Academy
5801 FEGENBUSH LN
LOUISVILLE,KY40228 		61-1116388 501(c)(3) 30,000       Athletic training services
(18) Sacred Heart Schools
3115 LEXINGTON RD
LOUISVILLE,KY40206 		61-1181710 501(c)(3) 30,000       Athletic training services
(19) KY Country Day
4100 SPRING DRIVE
LOUISVILLE,KY40205 		61-0731998 501(c)(3) 30,000       Athletic training services
(20) ASSUMPTION HIGH SCHOOL
2170 TYLER LN
LOUISVILLE,KY40205 		61-1133759 501(c)(3) 30,000       Athletic training services
(21) Louisville Downtown Partnership
315 GUTHRIE ST STE 300
LOUISVILLE,KY40202 		31-0992627 501(c)(3) 30,000       Supporting Safety, cleanlinee and safety programs for the Downtown Louisville area redevelopment and planning for downtown district
(22) One Southern Indiana
4100 CHARLESTOWN RD
NEW ALBANY,IN47150 		20-4176026 501(c)(6) 30,000       Economic Development Support
(23) INDIANA UNIVERSITY
4201 GRANTLINE RD
NEW ALBANY,IN47150 		35-6001673 GOV 30,000       Athletic training services
(24) GREATER LOUISVILLE SPORTS COMM
401 W MAIN ST STE 2200
LOUISVILLE,KY40202 		61-1365860 501(c)(3) 25,000       Title Sponsorship 2023 Norton Sports Health 4Miler
(25) BIG BROTHERS BIG SISTERS OF KENTUCKIANA
1519 GARDINER LN STE B
LOUISVILLE,KY40218 		61-6057856 501(c)(3) 22,500       Support for all children to reach their potential through professionall supported 1:1 relationships with volunteer mentors
(26) KENTUCKY PHYSICIANS HLTH FOUND
9000 WESSEX PL STE 305
LOUISVILLE,KY40222 		61-1242062 501(c)(3) 22,000       Support identification, evaluation, treatment reentry and advocacy for professionals and students attending medical school.
(27) THE COMM FDTN OF LOUISVILLE IN
325 W MAIN ST 1110
LOUISVILLE,KY40202 		31-0997017 501(c)(3) 20,000       Mobilizing people, networks, and capital to spark change in and beyond Louisville
(28) American Cancer Society
PO BOX 681405
INDIANAPOLIS,IN46268 		13-1788491 501(c)(3) 19,500       Support elimination of cancer
(29) Alliance of Cummunity Hospices & Pallative Care
6200 DUTCHMANS LN STE 102
LOUISVILLE,KY40205 		61-0921718 501(c)(3) 17,500       Kourageous Kids/DWOSIS Sponsorship
(30) Friend for Life Cancer support
4003 Kresge Way
LOUISVILLE,KY40207 		61-1139410 501(c)(3) 15,000       Supporting emotional support for people facing cancer
(31) The Healing Place
1020 W MARKET ST
LOUISVILLE,KY40202 		61-1164775 501(c)(3) 15,000       Support services to men and women in detoxification and shelter programs.
(32) JUNIOR ACHIEVEMENT
1401 W MUHAMMAD ALI BLVD
LOUISVILLE,KY40203 		61-0476694 501(c)(3) 11,700       Sponsorship and Dues empowers today's youth to succeed through k-12 programming, including work readiness, entrepreneurship, and financial literacy.
(33) AMERICAN LUNG ASSOCIATION
10168 LINN STATION RD STE 100
LOUISVILLE,KY40223 		13-1632521 501(c)(3) 10,000       Improving lung health and preventing lung disease through education, advocacy and research
(34) TELUGU ASSOC of KY
18725 WEATHERFORD CIR
LOUISVILLE,KY40245 		03-0528530 501(c)(3) 10,000       Support of telugu people in the community
(35) MOLO Village CDC
PO BOX 2846
LOUISVILLE,KY40201 		27-5347893 501(c)(3) 10,000       Support culture and youth, in Louisville's Russell neighborhood.
(36) Brain Injury Alliance of KY
7321 NEW LAGRANGE RD STE 100
LOUISVILLE,KY40222 		61-1128496 501(c)(3) 10,000       Support critical initiatives aimed at outreach, prevention, education, and continued care for individuals affected by traumatic brain injuries
(37) SPINA BIFIDA ASSOCIATION OF KY
982 EASTERN PKWY BOX 18
LOUISVILLE,KY40217 		31-1081176 501(c)(3) 10,000       Direct Program Support pediatric programs to help individuals with spina bifida
(38) National Multiple Sclerosis
1201 STORY AVE STE 200
LOUISVILLE,KY40206 		13-5661935 501(c)(3) 10,000       Support education and resources related to multiple sclerosis
(39) Neighborhood House
201 N 25TH ST
LOUISVILLE,KY40212 		61-0445842 501(c)(3) 10,000       Support children and families
(40) Young Adult Development
800 S PRESTON ST
LOUISVILLE,KY40203 		61-1374470 501(c)(3) 10,000       Support offering education, job, training and leadership programs to low-income youth and young adults
(41) KENTUCKY DANCE COUNCIL INC
315 E MAIN ST
LOUISVILLE,KY40202 		61-6033779 501(c)(3) 10,000       Louisville Ballet supporting arts
(42) Hildegard House
PO BOX 5613
LOUISVILLE,KY40255 		46-5555742 501(c)(3) 10,000       Support end of life care for individuals without housing.
(43) Leukemia and Lymphoma Society
1201 15th Street N W Suite 410
Washington,DC20005 		13-5644916 501(c)(3) 10,000       Support to change lives with better blood cancer treatment, access, and care
(44) MARCH OF DIMES FOUNDATION
DONATIONS PROCESSING CENTER
Atlanta,GA30305 		13-1846366 501(c)(3) 9,000       Outreach, education and support for families with premature babies
(45) JDRF Int
PO BOX 6810
HAGERSTOWN,MD21741 		23-1907729 501(c)(3) 9,000       Pearl Sponsorhsip
(46) GILDA'S CLUB KENTUCKIANA
2440 GRINSTEAD DR
LOUISVILLE,KY40204 		20-1635170 501(c)(3) 9,000       Supporting uplifting and strengthening people impacted by cancer by providing support, fostering compassionate communities, and breaking down barriers to care.
(47) AMERICAN RED CROSS
520 E CHESTNUT
LOUISVILLE,KY40202 		53-0196605 501(c)(3) 8,000       Supporting lifesaving mission and raising funds to support programs and services
(48) KY Pride Foundation
PO BOX 32216
LOUISVILLE,KY40232 		26-2217567 501(c)(3) 8,000       Support inclusion and unity for all
(49) Amplify
819 E market Street
Suite 201
Louisville,KY40206 		83-4402051 501(c)(3) 8,000       Derby Pitch Event
(50) Shively Area Ministries
4415 DIXIE HWY
LOUISVILLE,KY40216 		61-1134579 501(c)(3) 7,500       Program support funding medical and housing emergency assistance
(51) Epilepsy Foundation KY
982 EASTERN PARKWAY
LOUISVILLE,KY40217 		61-1314540 501(c)(3) 7,500       Support individuals and their loved ones/caregivers affected by epilespy
(52) CHOOSE WELL COMMUNITIES INC
PO Box 2906
LOUISVILLE,KY40201 		47-2822055 501(c)(3) 7,500       Direct support to families navigating fragmented health and social services systems
(53) KY & Southern IN Stroke Assoc
3425 STONY SPRING CIR 102
LOUISVILLE,KY40220 		61-1335267 501(c)(3) 7,200       Support the prevention of stroke through education and awareness
(54) National Kidney FND of KY
12468 LAGRANGE RD
207
LOUISVILLE,KY40245 		61-0673518 501(c)(3) 7,000       Supporting americans with kidney disease
(55) SOS International
1500 ARLINGTON AVE
LOUISVILLE,KY40206 		27-2624272 501(c)(3) 6,700       Support partners with hospitals and other medical institutions to recover surplus medical supplies
(56) Cerebral Palsy Kids Center
982 Eastern parkway
Louisville,KY40217 		61-0492378 501(c)(3) 6,700       Program Support to improve and innovate, providing most appropriate and current therapeautic interventions
(57) Kids Cancer Alliance
PO BOX 24337
LOUISVILLE,KY40224 		61-1256743 501(c)(3) 6,700       Support pediatric cancer patients
(58) UP for Women and Children
425 2nd St
LOUISVILLE,KY40202 		82-3049204 501(c)(3) 6,700       Community Initiatives helping women and children experiencing homelessness
(59) CENTER FOR WOMEN AND FAMILIES
PO BOX 2048
LOUISVILLE,KY40201 		61-0444846 501(c)(3) 6,500       Supporting survivors of intimate partner and sexual assualt
(60) LEADERSHIP SOUTHERN INDIANA
8204 HWY 311
SELLERSBURG,IN47172 		35-1644080 501(c)(3) 6,200       Support for leadership development program
(61) Cystic Fibrosis Foundation
4550 Montgomery Ave Suite 1100N
BETHESDA,MD20814 		13-1930701 501(c)(3) 5,700       Supporting patients and families affected by cystic fibrosis
(62) Leadership of Kentuckiana
464 CHENAULT RD
FRANKFORT,KY40601 		31-1096215 501(c)(3) 5,700       General donation to sustain LKY programs
(63) St Elizabeth Catholic Charities
702 E Market St
NEW ALBANY,IN47150 		35-1827682 501(c)(3) 5,600       General education support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
61
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) Employee Emergency Relief funds to employees in need of assistance due to extraordinary circumstances 93 211,595      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds ALL GRANT APPLICANTS ARE REQUIRED TO SUBMIT A GRANT APPLICATION TO THE MANAGER OF STEWARDSHIP. THE GRANT IS REVIEWED AND APPROVED BY NORTON HEALTHCARE MANAGEMENT. ALL GRANT REQUESTS GREATER THAN $100,000 REQUIRE THE APPROVAL OF THE NORTON HEALTHCARE FOUNDATION, INC. BOARD OF DIRECTORS OR THE CHILDREN'S HOSPITAL FOUNDATION BOARD OF TRUSTEES. SELECTION CRITERIA INCLUDES APPROPRIATENESS OF THE REQUEST, LEVEL OF NEED AND WHETHER THE REQUEST IS IN ALIGNMENT WITH THE ORGANIZATION'S GOALS AND OBJECTIVES. UPON APPROVAL, THE GRANT IS ENTERED INTO THE GRANT DATABASE AND THE FINANCIAL SYSTEM. THE ORGANIZATION REQUIRES THAT A PROGRESS REPORT BE SUBMITTED MIDWAY THROUGH THE PROJECT, AND A FINAL REPORT IS REQUIRED AT THE END OF THE PROJECT FOR WHICH FUNDING IS RECEIVED. GRANT REPORT DEADLINES AND GUIDELINES THAT EXPLAIN WHAT TO INCLUDE IN REPORTS WILL BE SENT TO THE PROJECT DIRECTOR/GRANTEE UPON GRANT AWARD NOTIFICATION. GRANT REPORTS MUST INCLUDE AN ACCOUNTING OF FUNDS EXPENDED AND ENCUMBERED, INCLUDING SUPPORTING DOCUMENTATION. GRANT RECIPIENTS WHO FAIL TO SUBMIT REPORTS OR ACCOUNT FOR THE EXPENSE OF GRANT FUNDS WILL NOT BE ALLOWED TO APPLY FOR FUTURE FUNDING UNTIL THE REPORTING REQUIREMENTS ARE MET.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Schedule J
(Form 990)
(Rev. January 2025)
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
Open to Public Inspection
Name of the organization
Norton Healthcare Inc
 
Employer identification number

61-1028725
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Russell F Cox
President & CEO/Trustee 		(i)

(ii)		 1,857,038
-------------
0 		953,295
-------------
0 		823,321
-------------
0 		449,244
-------------
0 		32,940
-------------
0 		4,115,838
-------------
0 		124,221
-------------
0
2Robert B Azar
Sr VP Chief Legal Officer/Secretary 		(i)

(ii)		 692,567
-------------
0 		303,986
-------------
0 		128,984
-------------
0 		162,205
-------------
0 		14,787
-------------
0 		1,302,529
-------------
0 		0
-------------
0
3Michael W Gough
Exec VP and COO (partial year) 		(i)

(ii)		 719,698
-------------
0 		554,516
-------------
0 		1,926,509
-------------
0 		0
-------------
0 		16,296
-------------
0 		3,217,019
-------------
0 		1,734,253
-------------
0
4Adam Kempf
Sr VP & CFAO 		(i)

(ii)		 925,300
-------------
0 		363,283
-------------
0 		129,714
-------------
0 		212,195
-------------
0 		29,451
-------------
0 		1,659,943
-------------
0 		0
-------------
0
5Laura Chandler
SRVP Administration & Governance and Chief of Staff 		(i)

(ii)		 310,857
-------------
0 		133,593
-------------
0 		49,876
-------------
0 		0
-------------
0 		1,075
-------------
0 		495,401
-------------
0 		0
-------------
0
6James Frazier MD
Sys VP & Chief Medical Office 		(i)

(ii)		 593,096
-------------
0 		188,669
-------------
0 		82,852
-------------
0 		120,753
-------------
0 		31,467
-------------
0 		1,016,837
-------------
0 		0
-------------
0
7Vanessa Garrett
SYS VP Chief Audit, Compliance & Privacy Officer 		(i)

(ii)		 401,771
-------------
0 		33,753
-------------
0 		50,378
-------------
0 		75,775
-------------
0 		25,701
-------------
0 		587,378
-------------
0 		0
-------------
0
8Shelley Gast
Senior VP & Chief Revenue Officer 		(i)

(ii)		 448,997
-------------
0 		122,318
-------------
0 		60,298
-------------
0 		85,967
-------------
0 		20,215
-------------
0 		737,795
-------------
0 		0
-------------
0
9John Hammond
Senior VP & Chief Human Resources Officer 		(i)

(ii)		 496,738
-------------
0 		197,872
-------------
0 		24,410
-------------
0 		112,599
-------------
0 		36,408
-------------
0 		868,027
-------------
0 		0
-------------
0
10Steven Heilman MD
Sys VP & Chief Medical Information Officer 		(i)

(ii)		 480,459
-------------
0 		227,609
-------------
0 		93,118
-------------
0 		113,028
-------------
0 		31,161
-------------
0 		945,375
-------------
0 		0
-------------
0
11Steven Hester MD
Senior VP & Chief Clinical and Strategy Office 		(i)

(ii)		 1,049,339
-------------
0 		444,885
-------------
0 		147,537
-------------
0 		276,350
-------------
0 		31,530
-------------
0 		1,949,641
-------------
0 		0
-------------
0
12Charlotte Ipsan
Senior VP & Chief Hospital Officer 		(i)

(ii)		 582,608
-------------
0 		236,341
-------------
0 		225,578
-------------
0 		156,081
-------------
0 		29,326
-------------
0 		1,229,934
-------------
0 		0
-------------
0
13Mark Kircher
Division VP, Finance 		(i)

(ii)		 361,847
-------------
0 		98,356
-------------
0 		78,523
-------------
0 		78,725
-------------
0 		24,643
-------------
0 		642,094
-------------
0 		6,826
-------------
0
14Tammy McClanahan
SYS VP Cancer & Hospital Outpatient Service Line 		(i)

(ii)		 328,400
-------------
0 		108,163
-------------
0 		53,576
-------------
0 		88,840
-------------
0 		16,770
-------------
0 		595,749
-------------
0 		0
-------------
0
15Mary Lynn Meyer
Sr VP WCCP/ CDO 		(i)

(ii)		 271,969
-------------
221,314 		214,873
-------------
0 		50,096
-------------
33,398 		51,061
-------------
76,592 		397
-------------
595 		588,396
-------------
331,899 		0
-------------
0
16Jim Meyers
Sys VP, Revenue Cycle 		(i)

(ii)		 419,438
-------------
0 		129,720
-------------
0 		61,662
-------------
0 		90,554
-------------
0 		29,925
-------------
0 		731,299
-------------
0 		0
-------------
0
17Renee Murphy
Sr VP, Chief Marketing & Communications Officer 		(i)

(ii)		 467,364
-------------
0 		180,736
-------------
0 		59,422
-------------
0 		92,292
-------------
0 		27,016
-------------
0 		826,830
-------------
0 		0
-------------
0
18Steve Ready
Sr VP & CIO 		(i)

(ii)		 674,661
-------------
0 		300,209
-------------
0 		108,449
-------------
0 		183,116
-------------
0 		30,339
-------------
0 		1,296,774
-------------
0 		0
-------------
0
19Kimberly Tharp-Barrie
Sr VP, CNO 		(i)

(ii)		 498,819
-------------
0 		206,220
-------------
0 		95,971
-------------
0 		124,592
-------------
0 		24,913
-------------
0 		950,515
-------------
0 		0
-------------
0
20Scott Watkins
Senior VP & Chief Integration and Performance Officer 		(i)

(ii)		 520,111
-------------
0 		231,965
-------------
0 		99,134
-------------
0 		149,446
-------------
0 		31,304
-------------
0 		1,031,960
-------------
0 		0
-------------
0
21Douglas Winkelhake
Sys VP Norton Neurology Institute tho 		(i)

(ii)		 522,890
-------------
0 		294,415
-------------
0 		125,685
-------------
0 		142,678
-------------
0 		27,641
-------------
0 		1,113,309
-------------
0 		0
-------------
0
22Andrew McCarthy
Sys VP, Facilities Management 		(i)

(ii)		 420,688
-------------
0 		111,907
-------------
0 		57,421
-------------
0 		78,285
-------------
0 		29,370
-------------
0 		697,671
-------------
0 		0
-------------
0
23Mark McDonald
Sys VP Pediatric Medical Affairs 		(i)

(ii)		 495,289
-------------
0 		112,465
-------------
0 		17,133
-------------
0 		0
-------------
0 		3,681
-------------
0 		628,568
-------------
0 		0
-------------
0
24Mark Moussette
Sys VP, Chief Technology Officer 		(i)

(ii)		 343,278
-------------
0 		105,653
-------------
0 		56,231
-------------
0 		71,776
-------------
0 		27,488
-------------
0 		604,426
-------------
0 		0
-------------
0
25Helena Schulz
Sys VP, Treasurer 		(i)

(ii)		 334,678
-------------
0 		111,166
-------------
0 		54,919
-------------
0 		78,424
-------------
0 		20,600
-------------
0 		599,787
-------------
0 		0
-------------
0
26Stephen Wyatt MD
Chief Research Executive 		(i)

(ii)		 474,544
-------------
0 		106,884
-------------
0 		16,647
-------------
0 		29,102
-------------
0 		4,809
-------------
0 		631,986
-------------
0 		11,313
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a Discretionary spending account DISCRETIONARY SPENDING ACCOUNTS ARE TREATED AS TAXABLE COMPENSATION. THE ORGANIZATION PROVIDES A DISCRETIONARY SPENDING ACCOUNT FOR ELIGIBLE NORTON HEALTHCARE, Inc. EXECUTIVES, EFFECTIVE OCTOBER 1, 2007. NORTON HEALTHCARE PROVIDES BENEFITS TO ITS IDENTIFIED EXECUTIVE STAFF TO PROVIDE A TOTAL COMPENSATION PACKAGE THAT IS COMPETITIVE WITH THE MARKET AND WHICH CONFORMS TO THE PHILOSOPHY AND GUIDELINES SET OUT BY THE BOARD OF TRUSTEES, THROUGH THE EXECUTIVE COMPENSATION PHILOSOPHY AND PROGRAMS. THROUGH THE DISCRETIONARY SPENDING ACCOUNT POLICY, EXECUTIVES ARE FREE TO CHOOSE WHATEVER BENEFITS THEY FIND MOST USEFUL OR IMPORTANT TO THEM AND NORTON HEALTHCARE DOES NOT REIMBURSE FOR THE COST OF THOSE BENEFITS, AS THEY ARE PART OF THE DISCRETIONARY SPENDING ACCOUNT. THE INTERESTED PERSONS LISTED BELOW RECEIVED THE BENEFIT OF A DISCRETIONARY SPENDING ACCOUNT IN 2024: Russell F. Cox Michael G. Gough Steven Hester Adam Kempf Robert B. Azar Steve Ready Charlotte Ipsan Douglas Winkelhake Scott Watkins James Frazier Mary Lynn Meyer Kimberl Tharp-Barrie Steve Heilman John Hammond Renee Murphy Shelly Gast Jim Meyers Andrew McCarthy Mark Kircher Mark McDonald Mark Moussette Helena Schulz Tammy McClanahan Vanessa Garrett Laura Chandler
Schedule J, Part I, Line 4a Severance or change-of-control payment Severance payment was received during 2024 for Former Key Employee, Gladys Abarca-Lopez in the amount of $225,464. Other compensation included in Schedule J Column B(iii)
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING INTERESTED PERSONS PARTICIPATED IN OR RECEIVED PAYMENT FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS AS DESCRIBED IN IRC SECTION 457(F). THE INTERESTED PERSONS BELOW MAY HAVE PARTICIPATED IN ONE OR MORE OF THE FOLLOWING PLANS: THE EXECU-PLUS BENEFIT PLAN, DEFINED BENEFIT AND DEFINED CONTRIBUTION RESTORATION PLANS, AND THE PHYSICIAN DEFERRED PLAN. THE "PAY CREDIT" OUTLINED BELOW REPRESENTS A REASONABLE ESTIMATE OF THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLANS; AND THEREFORE, REPRESENTS THE ORGANIZATION'S CONTRIBUTION TO THE VALUE OF THE BENEFITS. NAME - PAY CREDIT Russell F. Cox - $410,065 Michael W. Gough - $219,544 Steven Hester - $241,348 Adam Kempf - $187,984 Robert Azar - $136,740 Steve Ready - $146,558 Charlotte Ipsan - $121,249 Douglas Winkelhake - $100,351 Scott Watkins - $107,813 James Frazier - $99,013 Mary Lynn Meyer - $91,801 Kimberly Tharp-Barrie - $92,733 Steven Heilman - $91,282 John Hammond - $92,682 Renee Murphy - $75,042 Shelly Gast - $63,669 Jim Meyers - $64,571 Andrew McCarthy - $57,585 Mark Kircher - $52,080 Stephen Wyatt - $11,852 Mark Moussette - $48,179 Helena Schulz - $47,698 Tammy McClanahan - $48,197 Vanessa Garrett - $55,075 THE "PAYMENT RECEIVED" OUTLINED BELOW REPRESENTS CASH PAYMENTS THAT THE EMPLOYEE RECEIVED DURING 2024 AND CAN BE COMPRISED OF CURRENT AND OR PRIOR YEARS EMPLOYEE AND EMPLOYER CONTRIBUTIONS. NAME - PAYMENT RECEIVED Russell F. Cox - $251,451 Michael W. Gough - $206,074 Steven Hester - $122,835 Adam Kempf - $107,772 Robert Azar - $96,040 Steve Ready - $87,707 Charlotte Ipsan - $195,331 Douglas Winkelhake - $104,965 Scott Watkins - $74,635 James Frazier - $66,369 Mary Lynn Meyer - $57,633 Kimberly Tharp-Barrie - $68,604 Steven Heilman - $72,668 Renee Murphy - $42,215 Shelly Gast - $43,580 Jim Meyers - $46,489 Andrew McCarthy - $39,966 Mark Kircher - $44,078 Mark Moussette - $42,667 Helena Schulz - $41,310 Tammy McClanahan - $36,944 Vanessa Garrett - $35,567 Laura Chandler - $30,971 Gladys Abarca-Lopez - $92,640
Schedule J, Part I, Line 7 Non-fixed payments In 2024, Norton Healthcare, Inc. (NHC) had in place a Variable Compensation Plan for Executives, eligibility under which extended to employees holding a full-time position as Senior Officer, Officer, System Director or other designated Director level position. Under the plan, a variable compensation pool amount is approved by the Board of Trustees. Each participant's performance is evaluated relative to the goals and objectives documented as part of the participant's plan; and an award is determined for the participant, based on achievement of the goals and objectives, subject to the funding of the variable compensation pool. At the end of each year, the Committee on Executive Compensation and Benefits determines an appropriate award for the NHC's President & Chief Executive Officer, and the President & Chief Executive Officer recommends appropriate awards for other senior executives to the Committee on Executive Compensation and Benefits for its review and approval.
Schedule J (Form 990) (Rev. 1-2025)

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Norton Healthcare Inc
 
Employer identification number
61-1028725
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A LOUISVILLEJEFFERSON COUNTY METRO GOVERNMENT
  		32-0049006 54659LAL8 08-10-2011 75,000,000 SEE SUPPLEMENTAL INFORMATION   X   X   X
B LOUISVILLEJEFFERSON COUNTY METRO GOVERNMENT
  		32-0049006 54659LAW4 09-26-2013 200,000,887 SEE SUPPLEMENTAL INFORMATION   X   X   X
C LouisvilleJefferson County Metro Government
  		32-0049006 54659LBV5 08-11-2016 612,775,838 SEE SUPPLEMENTAL INFORMATION   X   X   X
D LouisvilleJefferson County Metro Government
  		32-0049006 54659LCE2 03-10-2020 478,988,828 SEE SUPPLEMENTAL INFORMATION   X   X   X
Indiana Finance Authority
  		35-1602316 000000000 03-03-2022 82,810,000 SEE SUPPLEMENTAL INFORMATION   X   X   X
LouisvilleJefferson County Metro Government
  		32-0049006 54659LDB7 08-03-2023 285,869,774 SEE SUPPLEMENTAL INFORMATION   X   X   X
LouisvilleJefferson County Metro Government
  		32-0049006 54659LDE1 08-03-2023 166,135,000 SEE SUPPLEMENTAL INFORMATION   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 12,030,000 154,580,000 45,285,000 125,000,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 75,000,300 200,060,571 616,547,762 479,492,394
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 2,490,756 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 953,000 0 0 0
8 Credit enhancement from proceeds ............. 2,000 0 0 0
9 Working capital expenditures from proceeds ............. 0 31,048 4,580,985 35,022,965
10 Capital expenditures from proceeds ............. 74,045,259 200,029,523 300,912,044 444,469,429
11 Other spent proceeds ............. 41 0 308,563,977  
12 Other unspent proceeds ............. 0 0 0  
13 Year of substantial completion ............. 2011 2014 2019 2023
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		  X   X X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 2.11 % 0.87 % 0.76 % 0.91 %
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 ......... 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 2.11 % 0.87 % 0.76 % 0.91 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0 % 0 % 0 % 0 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X X  
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X     X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X     X   X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge ......... 0 % 0 % 0 % 0 %
d Was the hedge superintegrated? ......   X   X   X   X
e Was the hedge terminated? ........   X   X   X   X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... NONE
  		NONE
UANCES The Toronto-Dominion Bank 		 
  		 
 
c Term of GIC ......... 0 % 0 % 0 % 0 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........   X   X   X   X
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW A: 2011AB BOND ISSUES - TO REIMBURSE THE CORPORATION FOR THE COSTS OF CONSTRUCTING AND EQUIPPING THE NORTON CANCER INSTITUTE DOWNTOWN RADIATION CENTER, CONSTRUCTING AND EQUIPPING A PEDIATRIC AMBULATORY CARE CENTER (NORTON CHILDREN'S MEDICAL CENTER - BROWNSBORO) AND RENOVATING, EXPANDING AND EQUIPPING OTHER PATIENT CARE RELATED PROJECTS AND HOSPITAL PROJECTS AND ITS AFFILIATES AND PAY CERTAIN COSTS OF ISSUANCE OF THE BONDS.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW B: 2013AC BOND ISSUES - TO REIMBURSE THE CORPORATION FOR THE COSTS OF (I) RENOVATIONS AND EQUIPMENT TO CONVERT NORTON SUBURBAN HOSPITAL TO A WOMEN'S AND CHILDREN'S HOSPITAL, (II) RENOVATIONS AND EQUIPMENT FOR NORTON CHILDREN'S HOSPITAL, (III) RENOVATION AND EXPANSION OF VARIOUS PATIENT CARE AREAS AND THE ACQUISITION OF HOSPITAL EQUIPMENT, INCLUDING BUT NOT LIMITED TO SOFTWARE, MEDICAL AND SURGICAL EQUIPMENT, IMAGING EQUIPMENT AND MONITORING EQUIPMENT AT THE FACILITIES OF THE OBLIGATED GROUP MEMBERS AND (IV) RENOVATING, EXPANDING AND EQUIPPING OTHER PATIENT CARE RELATED PROJECTS AND HOSPITAL PROJECTS AT ITS AFFILIATES.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW C: 2016A BOND ISSUE - TO REIMBURSE THE CORPORATION FOR COSTS OF (i) EXPANSION AND MAJOR RENOVATION OF NORTON AUDUBON HOSPITAL (ii) ACQUISITION OF TWO PARCELS OF LAND, (iii) BUILDING, RENOVATION, REPAIR AND OTHER PATIENT CARE RELATED PROJECTS AND/OR EQUIPMENT RELATED TO THE CORPORATION (INCLUDING SOFTWARE). NORTON HOSPITALS AND/OR AFFILIATES OF THE CORPORATION, (iv) CERTAIN COSTS OF ISSUANCE AND (v) CURRENT REFUNDING OF THE LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT HEALTH SYSTEM REVENUE BONDS, SERIES 2006 (NORTON HEALTHCARE, INC.)
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW D: 2020ABCD BOND ISSUES - TO PAY OR REIMBURSE THE CORPORATION FOR THE COST OF (i) various projects consisting of the construction, planning, renovation, expansion, equipping and acquiring patient care related projects and/or equipment related to the Corporation including but not limited to, the expansion of Norton Brownsboro Hospital, the purchase of a pediatric medical office building in Louisville, Kentucky, master plan improvements at the downtown campus, renovations and improvements at the System's campuses and improvements supporting various service lines. (ii) to fund interest on all or a portion of the Bonds during the construction of the New Money Project
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW A2: 2022 BOND ISSUE - The Bonds are being issued to (i) acquire an acute care hospital and a community and medical arts center located in Madison, Indiana (the "Project") via the refinancing of all of the Indiana Finance Authority Hospital Revenue Bonds, Series 2010 (The King's Daughters' Hospital and Health Services) (the "Refinanced Bonds"), which were used for the purpose of financing costs of the acquisition, construction, renovation and equipping of the Project on behalf of Norton-King's Daughters' Health, Inc. (Formerly, The Bethany Circle of King's Daughters' of Madison, Indiana, Inc.), a nonprofit corporation organized under the laws of the State of Indiana ("KDH"), and (ii) pay certain expenses incurred in connection with the issuance of the Bonds by the Issuer.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW B2: 2023AB BOND ISSUES: The Bonds are being issued to (i) refund on a current basis all of the Issuer's Health System Revenue Bonds, Series 2013A (Norton Healthcare, Inc.) (the "Series 2013A Bonds"), currently outstanding in the aggregate principal amount of $154,580,000, (ii) refund on a current basis all of the Issuer's Health System Revenue Bonds (Norton Healthcare, Inc.), Series 2020B (the "Series 2020B Bonds together with the Series 2013A Bonds, the "Prior Bonds"), currently outstanding in the aggregate principal amount of $125,000,000, and (iii) pay certain costs of issuing the Bonds.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW C2: 2023CD BOND ISSUES: being used to pay or reimburse the Obligated Group Members and/or their Affiliates for the costs of the acquisition, construction, improvement, renovation and equipping of hospital and other health care and support facilities owned and/or operated by the Obligated Group Members and their affiliates, including but not limited to, the construction of the Norton West Louisville Hospital, the purchase or renovation of medical office and administrative buildings, the costs of information technology software integration, renovations and expansions of the System's Louisville area ambulatory care sites, and the purchase of certain hospital equipment.
Schedule K, Part II, Line 1 AMOUNT OF BONDS RETIRED COLUMN B2: 2023A BOND ISSUE - WITH THE ISSUANCE OF THE 2023A BOND ISSUANCE THE 2013A BONDS WERE REFUNDED IN FULL FOR AN ORIGINAL ISSUANCE PRICE OF $154,580,000
Schedule K, Part II, Line 1 AMOUNT OF BONDS RETIRED COLUMN C2: 2023B 2ND BOND ISSUE - WITH THE ISSUANCE OF THE 2023B BOND ISSUANCE THE 2020B THREE YEAR PUT BONDS WERE REFUNDED FOR AN ORIGINAL ISSUANCE PRICE OF $125,000,000
Schedule K, Part IV, Line 2c ARBITRAGE REBATE COLUMN D: 2020ACD BOND ISSUES: NEXT REBATE CALCULATION NOT DUE UNTIL 2025.
Schedule K, Part IV, Line 2c ARBITRAGE REBATE COLUMN A2: 2022 BOND ISSUE: NEXT REBATE CALCULATION NOT DUE UNTIL 2027.
Schedule K, Part IV, Line 2c ARBITRAGE REBATE COLUMN B2: 2023AB BOND ISSUES: NEXT REBATE CALCULATION NOT DUE UNTIL 2028.
Schedule K, Part IV, Line 2c ARBITRAGE REBATE COLUMN C2: 2023CD BOND ISSUES. NEXT REBATE CALCULATION NOT DUE UNTIL 2028.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN A: 2011AB BOND ISSUES - DIFFERENCE BETWEEN SERIES 2011 ISSUE PRICE (ISSUE DATE 8/10/11) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN B: 2013AC BOND ISSUES - DIFFERENCE BETWEEN SERIES 2013 ISSUE PRICE (ISSUE DATE 8/10/13) AND TOTAL PROCEEDS OF ISSUE IN PART ii, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN C: 2016A BOND ISSUE - DIFFERENCE BETWEEN SERIES 2016A ISSUE PRICE (ISSUE DATE 8/11/16) AND TOTAL PROCEEDS OF ISSUE IN PART ii, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN D: 2020ABCD BOND ISSUES - DIFFERENCE BETWEEN SERIES 2020 ISSUE PRICE (ISSUE DATE 3/10/20) AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN A2: 2022 BOND ISSUE - DIFFERENCE BETWEEN SERIES 2022 ISSUE PRICE (ISSUE DATE 3/3/22) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 DOES NOT EQUAL ISSUANCE COSTS FROM PROCEEDS PART II, LINE 7, PLUS CAPITAL EXPENDITURES FROM PROCEEDS, PART II, LINE 10 BECAUSE OTHER SPENT PROCEEDS, PART II, LINE 11 WERE USED TO REFINANCE ALL OF THE INDIANA FINANCE AUTHORITY HOSPITAL REVENUE BONDS, SERIES 2010 (THE KING'S DAUGHTERS' HOSPITAL AND HEALTH SERVICES) (THE "REFINANCED BONDS") IN PART II, LINE 11.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN B2: 2023AB BOND ISSUES - DIFFERENCE BETWEEN SERIES 2023A/B ISSUE PRICE (ISSUE DATE 8/3/23) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN C2: 2023CD BOND ISSUES - DIFFERENCE BETWEEN SERIES 2023CD ISSUE PRICE (ISSUE DATE 8/3/23) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 7 ISSUANCE COSTS FROM PROCEEDS COLUMN B: 2013AC BOND ISSUES - ALL ISSUANCE COSTS FOR THE 2013AC BOND ISSUE WERE PAID FOR WITH CASH FROM NORTON'S EQUITY. NO BOND PROCEEDS WERE USED TO PAY FOR COST OF ISSUANCE.
Schedule K, Part II, Line 7 ISSUANCE COSTS FROM PROCEEDS COLUMN C: 2016A BOND ISSUE - ALL ISSUANCE COSTS FOR THE 2016A BOND ISSUE WERE PAID FOR WITH CASH FROM NORTON'S EQUITY. NO BOND PROCEEDS WERE USED TO PAY FOR COST OF ISSUANCE.
Schedule K, Part II, Line 7 ISSUANCE COSTS FROM PROCEEDS COLUMN D: 2020ABCD BOND ISSUES - ALL ISSUANCE COSTS FOR THE 2020ABCD BOND ISSUE WERE PAID FOR WITH CASH FROM NORTON'S EQUITY. NO BOND PROCEEDS WERE USED TO PAY FOR COST OF ISSUANCE.
Schedule K, Part IV, Line 3 IS BOND ISSUE VARIABLE RATE ISSUE COLUMN A: 2011AB BOND ISSUES. BOTH ISSUES ARE VARIABLE RATE ISSUANCES.
Schedule K, Part IV, Line 3 IS BOND ISSUE VARIABLE RATE ISSUE COLUMN B: 2013AC BOND ISSUES - 2013A BOND ISSUE IS FIXED RATE DEBT AND 2013C BOND ISSUE IS VARIABLE RATE DEBT. PROCEEDS FROM BOTH BOND ISSUES WERE REPORTED ON ONE IRS FORM 8038 AND COMBINED INTO ONE PROJECT ACCOUNT WITH THE TRUSTEE.
Schedule K, Part IV, Line 3 IS BOND ISSUE VARIABLE RATE ISSUE COLUMN D: 2020ABCD 2020A BOND ISSUE IS FIXED RATE DEBT AND 2020BCD BOND ISSUES ARE PUT BONDS.
Schedule K, Part IV, Line 3 IS BOND ISSUE VARIABLE RATE ISSUE COLUMN C2: 2023CD BOND ISSUES. BOTH ISSUES ARE VARIABLE RATE ISSUANCES.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT The calculation for computing no rebate due was performed on 08/10/2021
Schedule K, Part IV, Line 2c COLUMN B Issuer name: LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT The calculation for computing no rebate due was performed on 09/26/2023
Schedule K, Part IV, Line 2c COLUMN C Issuer name: Louisville/Jefferson County Metro Government The calculation for computing no rebate due was performed on 08/10/2021
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Norton Healthcare Inc
 
Employer identification number
61-1028725
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A LOUISVILLEJEFFERSON COUNTY METRO GOVERNMENT
  		32-0049006 54659LAL8 08-10-2011 75,000,000 SEE SUPPLEMENTAL INFORMATION   X   X   X
B LOUISVILLEJEFFERSON COUNTY METRO GOVERNMENT
  		32-0049006 54659LAW4 09-26-2013 200,000,887 SEE SUPPLEMENTAL INFORMATION   X   X   X
C LouisvilleJefferson County Metro Government
  		32-0049006 54659LBV5 08-11-2016 612,775,838 SEE SUPPLEMENTAL INFORMATION   X   X   X
D LouisvilleJefferson County Metro Government
  		32-0049006 54659LCE2 03-10-2020 478,988,828 SEE SUPPLEMENTAL INFORMATION   X   X   X
Indiana Finance Authority
  		35-1602316 000000000 03-03-2022 82,810,000 SEE SUPPLEMENTAL INFORMATION   X   X   X
LouisvilleJefferson County Metro Government
  		32-0049006 54659LDB7 08-03-2023 285,869,774 SEE SUPPLEMENTAL INFORMATION   X   X   X
LouisvilleJefferson County Metro Government
  		32-0049006 54659LDE1 08-03-2023 166,135,000 SEE SUPPLEMENTAL INFORMATION   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 12,030,000 154,580,000 45,285,000 125,000,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 75,000,300 200,060,571 616,547,762 479,492,394
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 2,490,756 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 953,000 0 0 0
8 Credit enhancement from proceeds ............. 2,000 0 0 0
9 Working capital expenditures from proceeds ............. 0 31,048 4,580,985 35,022,965
10 Capital expenditures from proceeds ............. 74,045,259 200,029,523 300,912,044 444,469,429
11 Other spent proceeds ............. 41 0 308,563,977  
12 Other unspent proceeds ............. 0 0 0  
13 Year of substantial completion ............. 2011 2014 2019 2023
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		  X   X X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 2.11 % 0.87 % 0.76 % 0.91 %
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 ......... 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 2.11 % 0.87 % 0.76 % 0.91 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0 % 0 % 0 % 0 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X X  
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X     X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X     X   X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge ......... 0 % 0 % 0 % 0 %
d Was the hedge superintegrated? ......   X   X   X   X
e Was the hedge terminated? ........   X   X   X   X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... NONE
  		NONE
UANCES The Toronto-Dominion Bank 		 
  		 
 
c Term of GIC ......... 0 % 0 % 0 % 0 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........   X   X   X   X
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW A: 2011AB BOND ISSUES - TO REIMBURSE THE CORPORATION FOR THE COSTS OF CONSTRUCTING AND EQUIPPING THE NORTON CANCER INSTITUTE DOWNTOWN RADIATION CENTER, CONSTRUCTING AND EQUIPPING A PEDIATRIC AMBULATORY CARE CENTER (NORTON CHILDREN'S MEDICAL CENTER - BROWNSBORO) AND RENOVATING, EXPANDING AND EQUIPPING OTHER PATIENT CARE RELATED PROJECTS AND HOSPITAL PROJECTS AND ITS AFFILIATES AND PAY CERTAIN COSTS OF ISSUANCE OF THE BONDS.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW B: 2013AC BOND ISSUES - TO REIMBURSE THE CORPORATION FOR THE COSTS OF (I) RENOVATIONS AND EQUIPMENT TO CONVERT NORTON SUBURBAN HOSPITAL TO A WOMEN'S AND CHILDREN'S HOSPITAL, (II) RENOVATIONS AND EQUIPMENT FOR NORTON CHILDREN'S HOSPITAL, (III) RENOVATION AND EXPANSION OF VARIOUS PATIENT CARE AREAS AND THE ACQUISITION OF HOSPITAL EQUIPMENT, INCLUDING BUT NOT LIMITED TO SOFTWARE, MEDICAL AND SURGICAL EQUIPMENT, IMAGING EQUIPMENT AND MONITORING EQUIPMENT AT THE FACILITIES OF THE OBLIGATED GROUP MEMBERS AND (IV) RENOVATING, EXPANDING AND EQUIPPING OTHER PATIENT CARE RELATED PROJECTS AND HOSPITAL PROJECTS AT ITS AFFILIATES.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW C: 2016A BOND ISSUE - TO REIMBURSE THE CORPORATION FOR COSTS OF (i) EXPANSION AND MAJOR RENOVATION OF NORTON AUDUBON HOSPITAL (ii) ACQUISITION OF TWO PARCELS OF LAND, (iii) BUILDING, RENOVATION, REPAIR AND OTHER PATIENT CARE RELATED PROJECTS AND/OR EQUIPMENT RELATED TO THE CORPORATION (INCLUDING SOFTWARE). NORTON HOSPITALS AND/OR AFFILIATES OF THE CORPORATION, (iv) CERTAIN COSTS OF ISSUANCE AND (v) CURRENT REFUNDING OF THE LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT HEALTH SYSTEM REVENUE BONDS, SERIES 2006 (NORTON HEALTHCARE, INC.)
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW D: 2020ABCD BOND ISSUES - TO PAY OR REIMBURSE THE CORPORATION FOR THE COST OF (i) various projects consisting of the construction, planning, renovation, expansion, equipping and acquiring patient care related projects and/or equipment related to the Corporation including but not limited to, the expansion of Norton Brownsboro Hospital, the purchase of a pediatric medical office building in Louisville, Kentucky, master plan improvements at the downtown campus, renovations and improvements at the System's campuses and improvements supporting various service lines. (ii) to fund interest on all or a portion of the Bonds during the construction of the New Money Project
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW A2: 2022 BOND ISSUE - The Bonds are being issued to (i) acquire an acute care hospital and a community and medical arts center located in Madison, Indiana (the "Project") via the refinancing of all of the Indiana Finance Authority Hospital Revenue Bonds, Series 2010 (The King's Daughters' Hospital and Health Services) (the "Refinanced Bonds"), which were used for the purpose of financing costs of the acquisition, construction, renovation and equipping of the Project on behalf of Norton-King's Daughters' Health, Inc. (Formerly, The Bethany Circle of King's Daughters' of Madison, Indiana, Inc.), a nonprofit corporation organized under the laws of the State of Indiana ("KDH"), and (ii) pay certain expenses incurred in connection with the issuance of the Bonds by the Issuer.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW B2: 2023AB BOND ISSUES: The Bonds are being issued to (i) refund on a current basis all of the Issuer's Health System Revenue Bonds, Series 2013A (Norton Healthcare, Inc.) (the "Series 2013A Bonds"), currently outstanding in the aggregate principal amount of $154,580,000, (ii) refund on a current basis all of the Issuer's Health System Revenue Bonds (Norton Healthcare, Inc.), Series 2020B (the "Series 2020B Bonds together with the Series 2013A Bonds, the "Prior Bonds"), currently outstanding in the aggregate principal amount of $125,000,000, and (iii) pay certain costs of issuing the Bonds.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE - ISSUER NAME ROW C2: 2023CD BOND ISSUES: being used to pay or reimburse the Obligated Group Members and/or their Affiliates for the costs of the acquisition, construction, improvement, renovation and equipping of hospital and other health care and support facilities owned and/or operated by the Obligated Group Members and their affiliates, including but not limited to, the construction of the Norton West Louisville Hospital, the purchase or renovation of medical office and administrative buildings, the costs of information technology software integration, renovations and expansions of the System's Louisville area ambulatory care sites, and the purchase of certain hospital equipment.
Schedule K, Part II, Line 1 AMOUNT OF BONDS RETIRED COLUMN B2: 2023A BOND ISSUE - WITH THE ISSUANCE OF THE 2023A BOND ISSUANCE THE 2013A BONDS WERE REFUNDED IN FULL FOR AN ORIGINAL ISSUANCE PRICE OF $154,580,000
Schedule K, Part II, Line 1 AMOUNT OF BONDS RETIRED COLUMN C2: 2023B 2ND BOND ISSUE - WITH THE ISSUANCE OF THE 2023B BOND ISSUANCE THE 2020B THREE YEAR PUT BONDS WERE REFUNDED FOR AN ORIGINAL ISSUANCE PRICE OF $125,000,000
Schedule K, Part IV, Line 2c ARBITRAGE REBATE COLUMN D: 2020ACD BOND ISSUES: NEXT REBATE CALCULATION NOT DUE UNTIL 2025.
Schedule K, Part IV, Line 2c ARBITRAGE REBATE COLUMN A2: 2022 BOND ISSUE: NEXT REBATE CALCULATION NOT DUE UNTIL 2027.
Schedule K, Part IV, Line 2c ARBITRAGE REBATE COLUMN B2: 2023AB BOND ISSUES: NEXT REBATE CALCULATION NOT DUE UNTIL 2028.
Schedule K, Part IV, Line 2c ARBITRAGE REBATE COLUMN C2: 2023CD BOND ISSUES. NEXT REBATE CALCULATION NOT DUE UNTIL 2028.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN A: 2011AB BOND ISSUES - DIFFERENCE BETWEEN SERIES 2011 ISSUE PRICE (ISSUE DATE 8/10/11) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN B: 2013AC BOND ISSUES - DIFFERENCE BETWEEN SERIES 2013 ISSUE PRICE (ISSUE DATE 8/10/13) AND TOTAL PROCEEDS OF ISSUE IN PART ii, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN C: 2016A BOND ISSUE - DIFFERENCE BETWEEN SERIES 2016A ISSUE PRICE (ISSUE DATE 8/11/16) AND TOTAL PROCEEDS OF ISSUE IN PART ii, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN D: 2020ABCD BOND ISSUES - DIFFERENCE BETWEEN SERIES 2020 ISSUE PRICE (ISSUE DATE 3/10/20) AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN A2: 2022 BOND ISSUE - DIFFERENCE BETWEEN SERIES 2022 ISSUE PRICE (ISSUE DATE 3/3/22) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 DOES NOT EQUAL ISSUANCE COSTS FROM PROCEEDS PART II, LINE 7, PLUS CAPITAL EXPENDITURES FROM PROCEEDS, PART II, LINE 10 BECAUSE OTHER SPENT PROCEEDS, PART II, LINE 11 WERE USED TO REFINANCE ALL OF THE INDIANA FINANCE AUTHORITY HOSPITAL REVENUE BONDS, SERIES 2010 (THE KING'S DAUGHTERS' HOSPITAL AND HEALTH SERVICES) (THE "REFINANCED BONDS") IN PART II, LINE 11.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN B2: 2023AB BOND ISSUES - DIFFERENCE BETWEEN SERIES 2023A/B ISSUE PRICE (ISSUE DATE 8/3/23) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE COLUMN C2: 2023CD BOND ISSUES - DIFFERENCE BETWEEN SERIES 2023CD ISSUE PRICE (ISSUE DATE 8/3/23) IN PART I, COLUMN E AND TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 IS INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
Schedule K, Part II, Line 7 ISSUANCE COSTS FROM PROCEEDS COLUMN B: 2013AC BOND ISSUES - ALL ISSUANCE COSTS FOR THE 2013AC BOND ISSUE WERE PAID FOR WITH CASH FROM NORTON'S EQUITY. NO BOND PROCEEDS WERE USED TO PAY FOR COST OF ISSUANCE.
Schedule K, Part II, Line 7 ISSUANCE COSTS FROM PROCEEDS COLUMN C: 2016A BOND ISSUE - ALL ISSUANCE COSTS FOR THE 2016A BOND ISSUE WERE PAID FOR WITH CASH FROM NORTON'S EQUITY. NO BOND PROCEEDS WERE USED TO PAY FOR COST OF ISSUANCE.
Schedule K, Part II, Line 7 ISSUANCE COSTS FROM PROCEEDS COLUMN D: 2020ABCD BOND ISSUES - ALL ISSUANCE COSTS FOR THE 2020ABCD BOND ISSUE WERE PAID FOR WITH CASH FROM NORTON'S EQUITY. NO BOND PROCEEDS WERE USED TO PAY FOR COST OF ISSUANCE.
Schedule K, Part IV, Line 3 IS BOND ISSUE VARIABLE RATE ISSUE COLUMN A: 2011AB BOND ISSUES. BOTH ISSUES ARE VARIABLE RATE ISSUANCES.
Schedule K, Part IV, Line 3 IS BOND ISSUE VARIABLE RATE ISSUE COLUMN B: 2013AC BOND ISSUES - 2013A BOND ISSUE IS FIXED RATE DEBT AND 2013C BOND ISSUE IS VARIABLE RATE DEBT. PROCEEDS FROM BOTH BOND ISSUES WERE REPORTED ON ONE IRS FORM 8038 AND COMBINED INTO ONE PROJECT ACCOUNT WITH THE TRUSTEE.
Schedule K, Part IV, Line 3 IS BOND ISSUE VARIABLE RATE ISSUE COLUMN D: 2020ABCD 2020A BOND ISSUE IS FIXED RATE DEBT AND 2020BCD BOND ISSUES ARE PUT BONDS.
Schedule K, Part IV, Line 3 IS BOND ISSUE VARIABLE RATE ISSUE COLUMN C2: 2023CD BOND ISSUES. BOTH ISSUES ARE VARIABLE RATE ISSUANCES.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT The calculation for computing no rebate due was performed on 08/10/2021
Schedule K, Part IV, Line 2c COLUMN B Issuer name: LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT The calculation for computing no rebate due was performed on 09/26/2023
Schedule K, Part IV, Line 2c COLUMN C Issuer name: Louisville/Jefferson County Metro Government The calculation for computing no rebate due was performed on 08/10/2021
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1

Schedule L
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Norton Healthcare Inc
 
Employer identification number

61-1028725
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ............... $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) (Rev. 1-2025)
Schedule L (Form 990) (Rev. 1-2025)
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Cindy DiGenova
  		Family member of Shelley Gast, Key Employee 187,677 Compensation   No
(2) Kaycee Nickell
  		Family member of Kimberly Tharp-Barrie, Key Employee 185,896 Compensation   No
(3) Erin Frazier
  		Family member of James Frazier, Key Employee 179,838 Compensation   No
(4) Tiffany Rieser Heilman
  		Family member of Steve Heilman, Key Employee 148,255 Compensation   No
(5) Brandon Freiberger
  		Family member of Charlotte Ipsan, Key Employee 103,423 Compensation   No
(6) Jessica Lloyd
  		Family member of Adam Kempf, Officer 92,828 Compensation   No
(7) Jeffrey Nickell
  		Family member of Kimberly Tharp-Barrie, Key Employee 92,509 Compensation   No
(8) Henry Winkelhake
  		Family member of Doug Winkelhake, Key Employee 73,506 Compensation   No
(9) Delaney Vittitoe
  		Family member of Tammy McClanahan, Key Employee 73,250 Compensation   No
(10) Craig Kircher
  		family member of Mark Kircher, Key Employee 58,030 Compensation   No
(11) Justin Garrett
  		Family member of Vanessa Garrett, Key Employee 25,962 Compensation   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE O
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Norton Healthcare Inc
 
Employer identification number

61-1028725
Return Reference Explanation
Form 990, Part III, Line 4a Program Service Accomplishment #2 In 2024, Norton Healthcare, through its affiliates, Norton Hospitals Inc. and Norton Healthcare - Indiana Inc., had a total of 2,254 licensed beds: Norton Audubon Hospital, 432 beds; Norton Brownsboro Hospital, 197 beds; Norton Children's Hospital, 300 beds; Norton Hospital, 585 beds; Norton West Louisville Hospital, 20 beds; Norton Women's & Children's Hospital, 373 beds; Norton Kings' Daughters' Health, 86 beds; Norton Clark Hospital, 236 beds; Norton Scott Hospital, 25 beds. These nine hospitals operate 24 hours a day, seven days a week. Norton Pharmacies PLLC, a disregarded entity of Norton Healthcare Inc., operates five retail pharmacies and one specialty pharmacy that dispense medications for the convenience of Norton Healthcare's patients and employees. In 2024, Norton Healthcare, through its affiliate, Community Medical Associates Inc., had approximately 3.7 million patient encounters. Norton Healthcare's hospitals, diagnostic centers and Norton Cancer Institute served 82,503 inpatients and 916,733 outpatients, and saw 335,785 emergency department patients. In addition, Norton Healthcare hospitals' operating rooms cared for 19,157 inpatient surgical patients and 48,059 outpatient surgical patients. Additionally, 9,439 babies were delivered at Norton Healthcare birthing facilities. Norton Healthcare's commitment to the community Norton Healthcare is committed to improving the health of our community and provides funding for a wide array of lifesaving and life-enhancing services that benefit the communities we serve. In 2024, under its charity care program, Norton Healthcare provided free care to 11,860 patients at a cost of $15.7 million. Norton Healthcare also grants a discount from billed charges to any patients who have no access to private health insurance or do not qualify for government assistance or charity care. Under this program, 17,715 patients were provided care at discounted rates. Another contribution to the community was educational support of $98.3 million, primarily to the University of Louisville (UofL) School of Medicine. Community health improvement services totaled $49.7 million, and contributions to community groups were $2.2 million. Norton Healthcare employees donated more than 231,000 hours of community service, a benefit valued at more than $1.6 million in salaries. In addition, many employees self-reported personal volunteer activities. Contributions to the community Norton Healthcare employees and physicians gave $807,239.90 in the 2024-2025 Combined Giving Campaign to help support nonprofit organizations that also are committed to improving the health and well-being of community residents. Supported organizations include WHAS Crusade for Children, Metro United Way, Fund for the Arts, and our own Norton Children's Hospital Foundation and Norton Healthcare Foundation. In 2024, 115 employees helped "raise the roof" on Norton Healthcare's 19th Habitat for Humanity home at 765 John Little St. in Louisville, Kentucky. In 2024, an estimated 1,250 Norton Healthcare employees donated time and funds to plan, purchase and deliver gifts, food and clothing for the Caring Tree program. The program assisted 745 employees and their 1,609 children by providing for their families at Christmas. Norton West Louisville Hospital expanded service in the metro Louisville area. Between Nov. 11, 2024, and December 31, 2025, there were 2,574 emergency department visits. Between Nov. 11, 2024, and December 31, 2024, there were 62 patients admitted to the hospital and 29 outpatient surgeries performed. Belonging & Health Equity Norton Healthcare supports, advises and advocates for our patients, and employees to create a more inclusive environment that reflects our mission, vision, and values. By focusing on psychological safety, intersectionality, and diversity of thought, Norton strives to create an atmosphere where our patients staffs' authenticity is accepted regardless of a person's: * Age * Disability * Gender identity * National origin * Race * Religion * Sexual orientation Workforce development and community education As one of Kentucky's largest health care systems, Norton Healthcare has established a culture of continual, lifelong learning. Opportunities are available through our human resources department's workforce development team and Norton Healthcare Institute for Education & Development. The workforce development team encourages continuing education, offers programs to improve career pathways and provides financial assistance for educational programs, for employees and nonemployees, aimed toward key areas of workforce need within the organization. Norton Healthcare encourages and supports the career goals of employees, their dependents and nonemployees by providing tuition assistance and scholarships, as well as other advancement opportunities. Established in the early 2000s, workforce development has assisted more than 6,000 students with tuition assistance. In 2024, workforce development financially supported over 970 students with over $11.2 million in educational assistance programs. In 2024, the workforce development team provided over 1,500 career coaching sessions to employees and students. Each program participant worked directly with a career coach. Coaches offer services in resume writing, career and education exploration, financial assistance opportunities, and interviewing skills. The Norton Healthcare Scholars Program, a forgivable loan program for employees and nonemployees, provides educational funding to students interested in pursuing health care-related degrees in key areas of workforce need. It is an affiliation between Norton Healthcare and over 100 colleges and universities nationally. Since 2014, this program has assisted more than 2,800 graduates start or continue their careers with Norton Healthcare. The Student Nurse Apprenticeship Program is a 12- to 18-month apprentice model led by the Norton Healthcare Center for Nursing Practice, a part of Norton Healthcare Institute for Education & Development. Student nurses in the program engage in hands-on learning with an experienced nurse while living the mission of Norton Healthcare. In 2018, Norton Healthcare was one of the founding partners in Jefferson County Public Schools' Academies of Louisville, a strategic pipeline development program established in conjunction with the local public school system. Jefferson County Public Schools created an academy model in which students have the opportunity to select career-focused education and earn industry-recognized credentials while in high school. Norton Healthcare transformed its summer program and previous high school scholarship offerings into a comprehensive internship program for students who are interested starting their health care pathway. This program continued to operate through all of 2024. In 2019, Norton Healthcare announced a strategic partnership program with UPS and its Metropolitan College program. Norton Healthcare-UPS Health Care Career Tracks provides a two-plus-two method, splitting a four-year bachelor's degree into two parts. This program continued to operate through all of 2024. In 2019, Norton Healthcare also launched the Surgical Technologist Apprenticeship Program and the Respiratory Therapy Apprentice Program, which allow students to work and learn with tuition assistance as they grow their careers with Norton Healthcare. The Medical Assistant Training Program launched in 2020 with a goal of offering internal training programs to produce medical assistants to introduce into the Norton Healthcare workforce. Several apprenticeship cohorts run throughout each year. This program continued to operate through all of 2024. In 2022, Norton Healthcare Center for Nursing Practice, a part of Norton Healthcare Institute for Education & Development, created the student healthcare assistant employment opportunity. College students enrolled in a health care discipline have the opportunity to learn about providing direct patient care while enrolled in their academic program, with emphasis on schedule flexibility and clinical experience. This program continued to operate through all of 2024.
Form 990, Part III, Line 4a Program Service Accomplishment #3 Norton Healthcare Institute for Education & Development provides inclusive, forward-thinking learning experiences to enhance both the professional and personal growth of employees and students. With programming that spans from clinical onboarding to executive leadership, the institute ensures team members at every level are equipped to succeed. The institute is structured across six centers, each contributing to Norton Healthcare's strategic priorities around workforce development, clinical readiness and retention. Centers: 1. Center for Allied Health Education - Develops and delivers onboarding, clinical skills training and continuing education for systemwide allied health professionals across diagnostics, respiratory therapy, imaging, pharmacy, lab, and other key services 2. Center for System Nursing & Ancillary Education - Centralizes clinical onboarding and competency education for bedside nurses, nursing support staff and ancillary clinical roles to ensure consistency, quality and clinical preparedness across all facilities 3. Center for Professional Growth - Oversees all leadership development programming, from front-line leader training to the Norton Healthcare Executive Fellowship. Offers tailored tracks, mentoring and coaching to promote internal career mobility and succession planning 4. Center for eLearning & Clinical Documentation Support - Develops and deploys system wide digital learning assets, hybrid education modules and electronic medical record support resources. This team ensures access, usability and consistency in online learning delivery 5. Center for Nurse Residency & Clinical Advancement - Manages the transition-to-practice program for new registered nurses and oversees the clinical ladder program to recognize, retain and develop experienced nurses through professional advancement pathways 6. Center for Nursing Practice - Focusesd on student role development; this center leads: * Student Nurse Apprenticeship Program - This is a 12- to 18-month hybrid experience that develops students across culture, clinical and confidence tiers. * Student healthcare assistant role - For students in health care disciplines, this employment pathway provides flexible, competency-based clinical exposure across 13 disciplines, directly supporting Norton Healthcare's staffing needs. Norton Faith & Health Ministries Norton Faith & Health Ministries partners with faith communities to weave together health and wellness promotion with intentional care of the spirit. Mentoring, educational resources and networking opportunities are provided to assist health ministry coordinators and faith community nurses in their ministry. In 2024, the department engaged in 163 events with faith partners. Initiatives included: * Promoting whole-person health and wellness, providing health education tools, offering health screenings and providing one-on-one health ministry mentoring * Coordinating an annual faith leader conference * Sponsoring health ministry networking programs on Social Security and crimes against older adults, as well as holding a special remembrance lunch for faith partners * Partnering with the Kentucky Heart Disease Stroke Prevention Task Force to provide cardiovascular assessments, risk-reduction information and education on the blood pressure awareness program The department continued to serve as a trusted source for health and wellness information by coordinating subject matter experts and speakers for a variety of health topics. It also distributed electronic correspondence to a network of health ministries, Norton Healthcare employees and more. Pastoral care department The pastoral care department provides spiritual, religious and emotional care and support for patients, families and staff throughout the system, 24 hours a day, seven days a week. Chaplains made more than 33,000 visits to patients and their families in 2024. Chaplains care for people regardless of their religious or spiritual background or beliefs and seek to help them strengthen the emotional, relational and spiritual resources that they have in order to cope and to thrive. One unique aspect of the integration of chaplains into the Norton Healthcare system is in decedent care. When there is a body unclaimed or there is difficulty in locating the next of kin, the chaplains make sure that a dignified disposition is done as soon as possible. Here are other important aspects of chaplain care: * Providing spiritual care, comfort and conversation with patients who are lonely, afraid, conflicted, struggling or celebrating good news * Grief support and facilitation of decision-making at the time of death * Family support for pediatric trauma patients * Conversations about end-of-life decisions and goals of care * Education about advance directives * Offering religious rituals and literature * Discussing ethical dilemmas In addition to caring for patients and families, the chaplains of Norton Healthcare provide care every day to the organization's employees through individual counseling, sharing prayers and other rituals, debriefing stressful events on units, comforting a department when a co-worker dies or blessing a new or renovated unit. Through teaching, committee involvement, ethics consults and many other ways, chaplains are fully integrated into the life of the system. Norton Heart & Vascular Institute Norton Heart & Vascular Institute is a regional leader in cardiovascular disease prevention and treatment. Each year, Norton Heart & Vascular Institute provides diagnostic, medical, interventional and surgical care for thousands of patients from Kentucky and Southern Indiana. A team of specialists treats patients at Norton Healthcare's adult-service hospitals and numerous diagnostic outpatient and specialty centers throughout the region. Four hospitals are accredited by the American College of Cardiology as Chest Pain Centers. Three of them - Norton Audubon Hospital, Norton Brownsboro Hospital and Norton Hospital - serve as American Heart Association award-winning regional percutaneous coronary intervention (PCI) receiving centers. Norton Audubon Hospital has been recognized year after year with the American College of Cardiology's HeartCare Center: National Distinction of Excellence accreditation. It is the only hospital in Louisville with this distinction. Norton Heart & Vascular Institute offers a nationally recognized advanced heart failure and recovery program, with expertise in the management of end-stage heart failure, mechanical circulatory support implantation and support of patients who require heart transplantation. The Norton Heart & Vascular Institute Heart Rhythm Center provides state-of-the-art monitoring and a comprehensive suite of treatment options for all types of heart arrhythmias. Our experienced team of cardiothoracic and vascular surgeons provides surgical capabilities that include ventricular assist device implantation; minimally invasive treatments for atrial fibrillation, cardiac valve repair and valve replacement; and repair of life-threatening vascular conditions. Vascular surgeons treat the spectrum of arterial and venous disease with both endovascular and open surgical procedures. More information is available at NortonHeartAndVascularInstitute.com. Norton Orthopedic Institute Norton Orthopedic Institute provides advanced orthopedic care for all bones and joints, and for people of all ages. Norton Orthopedic Institute is made up of board-certified physicians - many of whom are fellowship trained - who work together with therapists, physical rehabilitation specialists, primary care physicians, neurologists, certified athletic trainers and other care providers to offer a full range of multidisciplinary orthopedic services. These specialists practice a team approach in the diagnosis, treatment and rehabilitation of bone and joint conditions and injuries. Norton Orthopedic Institute's hip and knee replacement program has been certified as an Orthopedic Center of Excellence by DNV, as meeting guidelines of the American Academy of Orthopedic Surgeons and the American Association of Hip and Knee Surgeons. With locations throughout Greater Louisville, including Southern Indiana, Norton Orthopedic Institute offers several specialty centers focused on providing expertise in general orthopedics, joint replacement, injuries, trauma, pediatrics, oncology, spinal conditions and sports health. More information is available at NortonOrthopedicInstitute.com.
Form 990, Part III, Line 4a Program Service Accomplishment #4 Norton Women's Care Norton Women's Care offers a complete range of services with an emphasis on caring for the whole person - mind, body and spirit. Services focus on the health and wellness at all stages of life - adolescence, prepregnancy, pregnancy, motherhood, midlife and beyond. More patients choose Norton Women's Care at Norton Hospital and Norton Women's & Children's Hospital to deliver their babies than any other facility in the region. Specialty services include full gynecologic care; a pelvic health program; obstetrics, including high-risk pregnancy care; cardio-obstetrics; support from certified nurse midwives and doulas; newborn care with access to Level III and IV neonatal intensive care units; cancer prevention and treatment, including a comprehensive breast health program; a dedicated women's heart and vascular care, education and support program; a bone health program addressing osteoporosis, rheumatology and prevention of other orthopedic diseases; and Norton Women's Mental Health Services for evaluation and treatment of issues including depression, premenstrual dysphoric disorder, infertility and menopause. Norton Women's Care also offers a variety of educational wellness programs through the Marshall Women's Health & Education Center on the Norton Healthcare - St. Matthews campus. More information is available at NortonWomensCare.com. In 2024, Norton Women's Care birthing facilities at Norton Hospital, Norton Women's & Children's Hospital and Norton Kings' Daughters' Health provided care and medical services for 9,439 deliveries. In 2023, Norton Women's Care was recognized as High Performing in Adult Maternity Care (Uncomplicated Pregnancy) by U.S. News & World Report. Norton Prevention & Wellness Norton Prevention & Wellness is supported in part by the Norton Healthcare Foundation, which raises funds exclusively for Norton Healthcare's adult-service hospitals and services. In 2024, Norton Prevention & Wellness staff provided preventive screenings aboard the Norton Prevention & Wellness Mobile Prevention Center in collaboration with various community partners. Mammograms and wellness exams, including cervical cancer screenings, were provided to several women. Of those, over 10% had not been screened in the past five years and some had never had a mammogram. Of the over 100 Mobile Prevention Center events, over half took place in underserved communities, and over 50% of patients came from medically underserved areas. Education on cardiovascular health, effects of smoking, prostate health, breast health and women's health, colon health and more was provided to numerous community members at various events, such as health fairs and presentations. If eligible and interested, participants were offered referrals for a colonoscopy or given an at-home testing kit that they could mail to the lab and later receive their results. Colonoscopy referrals were made for patients, and several people received at-home testing kits. To help eliminate barriers to care, Norton Prevention & Wellness implemented a dedicated phone number, (502) 446-9355 (WELL), that links eligible patients to colonoscopy scheduling or requesting of in-home tests. In collaboration with many community partners, staff provided health screenings (blood pressure, body mass index, glucose and cholesterol levels) for numerous participants in multiple locations throughout Jefferson County and surrounding counties, including in Southern Indiana. A1C level screening is now available for participants with abnormal glucose levels. Each participant received education on healthy lifestyle choices, such as diet and exercise. Norton Prevention & Wellness conducted American Lung Association Freedom From Smoking classes in 2024. Nearly half of the attendees reported being tobacco-free. In 2024, Norton Prevention & Wellness offered Hands-Only CPR classes in the community in collaboration with community partners. * Norton Prevention & Wellness was the primary coordinator for the Hispanic Health Fair and the Get Healthy Walking Club Expo, bringing together many vendors and services in one location to serve all ages. All participants who had abnormal results from any of our health screening events also received navigation assistance with a registered nurse to connect them to healthcare resources, and assist them in overcoming barriers to access care. Norton Children's Prevention & Wellness Norton Children's Prevention & Wellness is supported by the Norton Children's Hospital Foundation, which raises funds exclusively for the not-for-profit Norton Children's Hospital and its sister facilities. Through donations, volunteerism and community support, the foundation is able to provide funding for equipment, new technologies, clinical research, child advocacy and health education for patients, families, medical staff and the community along with the services listed below. Child passenger safety technicians check car and booster seats and also provide car and booster seats at free checkup clinics statewide. In 2024, virtual and in-person car seat checks were completed. Additionally, new child passenger safety technicians were certified on how to properly install car seats. Several third and fourth graders across Kentucky learned about bicycle safety through the Norton Children's Hospital Bike Safety Rodeo in 2024. The Safety City program welcomed over second-grade students to learn about bike and pedestrian safety. In a virtual program, kindergarten students participated in the Building Health Superheroes virtual field trip. Building Healthy Superheroes is designed to teach healthy and safe lifestyle choices for children. This superhero-themed virtual option provides teachers with resources to administer the course, and students graduate as a "healthy superhero" at the conclusion of the class. Norton Children's Food Pantries served individuals with food insecurity needs. These pantries also provided jars of baby food and 1,418 boxes of diapers and wipes. Norton Children's Prevention & Wellness provided in-person education and supplies to community members. Virtual classes in 2024 served individuals with prevention and wellness programming. Events included cooking workshops, child safety classes and safe grandparenting classes. The Norton Children's Safety Care-a-van program distributed pieces of safety equipment and educational materials to families, more than five times the number distributed 2023. In exchange, Safety Surveys were collected to help Norton Children's Prevention & Wellness tailor programming to community need. Through a collaboration with Louisville Metro Police Department, unused and expired medications were collected during the National Prescription Drug Take Back Day to promote medication safety. The "Just for Kids" Transport Team transports babies and children from across the region to Norton Children's Hospital. Transportation is provided by helicopter and five specially equipped ambulances known as mobile intensive care units. In 2024, 2,904 transportation trips were completed. Kentucky Poison Control Center of Norton Children's Hospital In 2024, the center managed individual cases from calls and provided continued assistance through follow-up calls to concerned families in all 120 counties in Kentucky, as well as to physicians and other health care providers from every health care facility in the state. The primary mission of the Kentucky Poison Control Center of Norton Children's Hospital is to reduce illness and death from poisoning in Kentucky. The center provides 24/7 free and confidential access to specially trained nurses, pharmacists and physicians who are certified in toxicology. They are specialists in communicating advice to health care professionals, first responders, patients, parents, family members, the general public and the media. Some of the more common calls received involve medications, tobacco products, household cleaning products, plants and personal care items. Calls also are answered about work-related exposures in farming and industry, food poisoning, insect bites and snakebites, and a variety of other potential hazards. On average , the poison control center's hotline at (800) 222-1222 receives more than 30,000 calls annually, 24 hours a day, 365 days a year. Three of every four patients from those calls are successfully managed safely and inexpensively at home, reducing unnecessary emergency room visits and/or shortening hospital stays. More information is available at KYPoisonControl.com.
Form 990, Part III, Line 4a Program Service Accomplishment #5 Norton Neuroscience Institute Established in early 2009, Norton Neuroscience Institute is the region's leading provider of neurologic care. The multidisciplinary comprehensive program has more than 120 subspecialty fellowship-trained neurosurgeons, neurologists, neuropsychologists and advanced practice providers. These specialists are trained to provide patients and their families with advanced treatment for complex neurologic disorders, including ALS; aneurysms; brain tumors; epilepsy; headache and concussion; memory and dementia disorders; movement disorders, including Parkinson's disease; multiple sclerosis; pediatric neurosurgery; spinal injuries and disorders; stroke; and more. Patients also have access to Norton Neuroscience Institute Cressman Neurological Rehabilitation, which offers advanced technology and specialized services in one location. Norton Neuroscience Institute provides leadership for a regional stroke care network. Four of Norton Healthcare's adult-service hospitals in Louisville are certified by DNV, with Norton Brownsboro Hospital designated as a Comprehensive Stroke Center, representing the highest level of stroke care. In addition, Norton Hospital and Norton Brownsboro Hospital received 2024 American Heart Association Get With the Guidelines - Stroke designations. Norton Brownsboro Hospital received Gold Plus designation, the highest possible award. Norton Neuroscience Institute is a leader in the region for providing innovative surgery technology, such as NeuroPace, NeuroBlate, focused ultrasound and ROSA (a robotic surgical assistant) and leading-edge treatment for brain tumors, including TruBeam and Optune therapies. As part of the comprehensive care provided by Norton Neuroscience Institute, patients and their families have access to support resources to manage their diagnoses through two Norton Neuroscience Institute Resource Centers. The resource centers offer dedicated patient navigators, support groups, exercise programs and extensive educational resources. Norton Community Medical Associates With more than 50 locations across Louisville, Southern Indiana and surrounding areas, Norton Community Medical Associates provides trusted primary care for adults and children with a focus on prevention, wellness and personalized support. Experienced providers partner with patients to manage both short- and long-term health needs, offering services such as annual physicals, vaccines, full-body checkups, treatment for minor illnesses and injuries, and care coordination for chronic conditions. Patients also benefit from integrated mental health support through Norton Behavioral Medicine, access to specialists at Wendy Novak Diabetes Institute, nutrition and weight loss guidance, and on-site lab work and diagnostic testing. In addition to individualized care, our providers are active in promoting community wellness through medical screenings, education and outreach programs that support early intervention and healthier communities. Norton Research Institute Norton Healthcare guides one of the largest portfolios of clinical research of any community health care system in the United States. Originally opened in 2001 as Norton Healthcare Research Office, Norton Research Institute is dedicated to conducting high-quality, cutting-edge research that brings new treatments to those who need it most. The institute supports Norton Healthcare's community's medical providers who are at the leading edge of advancements and discoveries. Norton Research Institute includes over 300 clinical research professionals providing support for active studies, including translational research, device studies, health outcome studies, biorepository and bench lab research, data collection and Phase 1, Phase 2 and Phase 3 clinical trials. Our portfolio of 750 studies stretches over more than 30 specialties across the spectrum of adult and pediatric care. Norton Research Institute is focused on conducting research in a manner that protects the rights and well-being of all who participate in clinical trials and is dedicated to upholding ethical standards in our research practices. * Areas of clinical research focus include pediatrics, oncology, cardiology, orthopedics and spine, infectious diseases, neurology, neurosurgery, and pulmonology. * The pediatric research portfolio through Norton Children's Research Institute, affiliated with the UofL School of Medicine, is critical to the mission of Norton Children's Hospital, the only pediatric hospital in our service area. * Norton Healthcare invests significantly in clinical research to benefit our community and patients, and to support clinical science by participating in the development of new clinical interventions (drugs, devices, procedures) that will become generalized and shared with a wide number of patient populations and medical professionals. These new, innovative treatments expand the medical community's knowledge and potentially improve the quality of medical care now and in the future. * In 2023, Norton Healthcare started building research capacity and infrastructure (including a research laboratory) to address Parkinson's disease, movement disorders and memory disorders. The laboratory was completed and opened in 2024. * In 2024, Norton Healthcare initiated efforts to build a 1,500-square-foot lab to house an islet clinical transplant program. The lab, one of only 11 in the country, will allow the team to isolate and prepare the cells for transplant, pioneer new islet treatments and lead clinical studies. Norton Cancer Institute As the leading provider of cancer care in Louisville and Southern Indiana, Norton Cancer Institute's mission is to blend comprehensive treatment and services with compassion, hope and healing for patients and their families. Leading pioneering research, our subspecialized oncologists serve as principal investigators on studies that drive the development of innovative treatments now shaping cancer care nationwide. Through a multidisciplinary approach, its team offers patients the latest in treatments and technology focused on cancer prevention, diagnosis, care and survivorship. The institute's specialists cover a broad range of tumor-specific subspecialties in medical, radiation and surgical oncology in the following areas: breast, dermatology, gastrointestinal, genitourinary, gynecologic, head and neck, hematology, neurologic, orthopedic, sarcoma and connective tissue, and thoracic oncology. Our specialists also provide care in behavioral oncology, cancer genetics and hematology. Norton Cancer Institute offers state-of-the-art medical, surgical and radiation therapies, including minimally invasive robotic surgery, stereotactic radiosurgery and advanced brachytherapy. Extensive educational, physical and emotional support services, including support groups, seminars, art and music therapy, massage therapy, yoga and nutritional counseling are available through five Norton Cancer Institute Resource Centers. Norton Cancer Institute is designated by the American College of Surgeons Commission on Cancer as the only accredited Integrated Network Cancer Program in Kentucky. More information is available at NortonCancerInstitute.com. Community support from the Norton Hospital and Children's Hospital foundations In 2024, Norton Children's Hospital Foundation and Norton Healthcare Foundation raised over $32 million to support the mission of Norton Healthcare. Grants were invested to supporting a wide range of initiatives to expand workforce, enhance facilities, establish new programs and provide facility advancements. Additional funds were set aside in restricted funds for future use. This support made possible: * MRI-guided high-frequency focused ultrasound procedure to treat essential tremor * Community room and services at Norton West Louisville Hospital * The Heel, Dog, Heal facility dog program across Norton Healthcare facilities, including 10 trained dogs and their handlers * Wendy Novak Diabetes Institute Perinatal Program * Creation of Norton Neuroscience Institute Cressman Parkinson's Research program * Equipment to expand breast cancer surgery capabilities at Norton Brownsboro Hospital * Norton eCare School Telehealth * Expressive therapists for Norton Cancer Institute Pat Harrison Resource Center * Norton Women's Doula Program
Form 990, Part V, Line 1a COMMON PAYING AGENT FORMS 1099 NORTON HEALTHCARE, INC. (NHC), EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NHC, NORTON HOSPITALS, INC., COMMUNITY MEDICAL ASSOCIATES, INC., NORTON PROPERTIES, INC., NORTON HEALTHCARE FOUNDATION, INC. AND THE CHILDREN'S HOSPITAL FOUNDATION INC. THEREFORE, ALL VENDORS, INCLUDING INDEPENDENT CONTRACTORS, ARE PAID AND REPORTED BY NHC. ON BEHALF OF THESE NAMED ENTITIES. FOR PURPOSES OF PART V, LINE 1, THE NUMBER OF 1099S REPORTED AND FILED FOR 2024 BY NHC WAS 1,659. NHC HAS 113 INDEPENDENT CONTRACTORS EXCEEDING $100,000 FOR 2024. NHC, THE COMMON PAYING AGENT, REPORTED 1,659 VENDORS ON FORM 1096 FOR 2024.
Form 990, Part V, Line 1b W-2 G COMMON PAYING AGENT NORTON HEALTHCARE INC., AS THE COMMON PAYING AGENT, FILED FOUR FORM W-2Gs ON BEHALF OF THE CHILDREN'S HOSPITAL FOUNDATION, INC. AND FILED TWO FORM W-2G ON BEHALF OF NORTON HEALTHCARE FOUNDATION, INC in 2024.
Form 990, Part V, Line 1c COMMON PAYING AGENT FOR VENDORS NORTON HEALTHCARE, INC. (NHC), EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NHC AND ALL AFFILIATES. NHC REQUIRES THAT ALL VENDORS PROVIDE AN ACCURATE TAXPAYER IDENTIFICATION NUMBER ON A FORM W-9, AS REQUIRED BY LAW, PRIOR TO ASSURANCE OF ANY PAYMENT.
Form 990, Part V, Line 2a COMMON PAYING AGENT FOR EMPLOYEES NORTON HEALTHCARE, INC. (NHC) EIN 61-1028725 IS THE COMMON PAYING AGENT FOR NORTON HOSPITALS, INC., NORTON PROPERTIES, INC., COMMUNITY MEDICAL ASSOCIATES, INC., NORTON HEALTHCARE FOUNDATION, INC., NORTON KING'S DAUGHTERS' HOSPITAL, NORTON HEALTHCARE - INDIANA, INC., AND THE CHILDREN'S HOSPITAL FOUNDATION, INC. THEREFORE, ALL APPLICABLE IRS TAX COMPLIANCE FILINGS ARE REPORTED BY NHC. ON BEHALF OF THESE NAMED ENTITIES. NHC HAS APPROXIMATELY 5,716 EMPLOYEES. NHC, THE COMMON PAYING AGENT, REPORTED ___ EMPLOYEES ON FORM W-3 FOR 2024.
Form 990, Part VI, Line 1a Delegate broad authority to a committee he Executive Committee shall possess and may exercise all the powers and authority of the Board of Trustees in the management and direction of the business and affairs of the Corporation. However, the Executive Committee does not possess the authority to do the following: a) fill vacancies on the Board; b) change the membership of the Executive Committee; c) make decisions to merge, liquidate, or otherwise make decisions outside of the normal course of business; d) make final determinations of long-term policy; e)hire or fire the Chief Executive Officer; and f)amend the Articles of Incorporation or Bylaws
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons James Frazier, Steve Heilman, Douglas Winkelhake - Business relationship, Russell F. Cox, Michael W. Gough, Robert B. Azar, ADAM D. KEMPF (Officers, Norton Enterprise, Inc.) - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body At the October 2025 Norton Healthcare, Inc. (NHC) Finance Committee meeting and at the October 2025 NHC Board of Trustees meeting, the Forms 990 and Supplemental Schedules were discussed and Committee Members and Trustees had an opportunity to ask questions. Coinciding with the Finance Committee meeting, electronic copies of the Forms 990 and Supplemental Schedules were made available to all members of the Finance Committee and the Board of Trustees through the Director's Portal site, prior to the filing with the IRS. NHC is the parent of Community Medical Associates, Inc., Norton Hospitals, Inc., Norton Properties, Inc., Norton Healthcare Foundation, Inc., The Children's Hospital Foundation, Inc., Norton King's Daughters' Health, Inc., and Norton Healthcare-Indiana, Inc.
Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ANNUALLY DISTRIBUTING A QUESTIONNAIRE THAT REQUIRES OFFICERS, TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE INTERESTS THAT MAY GIVE RISE TO CONFLICTS. IF A CONFLICT ARISES, THE POLICY PROVIDES PROCEDURES FOR ADDRESSING CONFLICTS TO ENSURE DECISIONS ARE MADE IN THE BEST INTEREST OF THE ORGANIZATION.
Form 990, Part VI, Line 15a Process to establish compensation of top management official Please see explanation provided for Form 990, Part VI, Line 15b.
Form 990, Part VI, Line 15b Process to establish compensation of other employees The organization takes all necessary steps to ensure that compensation for all officers, directors and key employees is reasonable and appropriate for the services provided to the organization. The organization provides a total compensation package that is on par with compensation provided by similar organizations and which conforms to the policies and guidelines set out by the Board of Trustees. Norton Healthcare, Inc. (NHC) engages an outside independent compensation consultant, Gallagher, to provide comparability data, including review of other health systems and hospital organizations that have filed Form 990s, for NHC's officers and key employees on total compensation for similar positions at health systems and hospital organizations similar in size, scope of services, and circumstances. In addition, the organization participates in third party surveys which provide aggregate, comparative compensation data for officers and key employees in similar positions at similar organizations. Gallagher consultants presented and discussed this comparability data in 2023 for the 2024 compensation review and met in 2024 for the 2025 compensation review with the Executive Committee of the Board of Trustees (Board). The Committee reviewed the executive compensation and benefits program, determined total compensation for the CEO, and approved compensation for other officers and key employees. The Committee reviewed NHC's variable compensation program and determined appropriate awards for performance relative to goals set for the year. After the Committee determined appropriate compensation and benefits for officers and key employees, the Board approved their total compensation.
Form 990, Part VI, Line 19 Required documents available to the public CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE HERE: HTTPS://NORTONHEALTHCARE.COM/ABOUT-US/FINANCIAL-INFORMATION/. GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE FORM 990 TAX RETURN IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
Form 990, Part VII, Section A, Line 1a, Column (D) Board Member Stipend Payments Norton Healthcare, Inc. (NHC) and Affiliates (Norton Hospitals, Inc., Community Medical Associates, Inc., Norton Properties, Inc., Norton Healthcare Foundation, Inc., The Children's Hospital Foundation, Inc., Norton King's Daughters' Health, Inc., and Norton Healthcare-Indiana, Inc.) encourages and facilitates Board member attendance at educational programs and conferences on subjects relevant to NHC. NHC's travel policy for Board of Trustees provides that for each Trustee that attends at least one out of town educational conference, a lump sum stipend will be paid to cover unreimbursed travel expense and other miscellaneous expenses associated with conference preparation, attendance or follow up. In compliance with IRS Regulations, NHC provides a Form 1099 to any Trustee that receives a stipend. These amounts have been reported in Part VII on the Form 990 as reportable compensation to the Trustee receiving stipends in 2024.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue CREDIT CARD REBATE - Total Revenue: 1809283, Related or Exempt Function Revenue: 1809283, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; EMPLOYEE EMERGENCY FUND - Total Revenue: 146146, Related or Exempt Function Revenue: 146146, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; MISCELLANEOUS INCOME - Total Revenue: 3505413, Related or Exempt Function Revenue: 3186291, Unrelated Business Revenue: 319122, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11g Other Fees Credit Card Fees - Total Expense: 3227396, Program Service Expense: 2743287, Management and General Expenses: 484109, Fundraising Expenses: ; Bank Fees - Total Expense: 1265899, Program Service Expense: 1076014, Management and General Expenses: 189885, Fundraising Expenses: ; Other Purchased Services - Total Expense: 99687937, Program Service Expense: 84734746, Management and General Expenses: 14953191, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances SWAP MARK TO MARKET ADJUSTMENT - 1152907; CHANGE IN MINIMUM PENSION LIABILITY - 6979451; CHANGE IN NET PERIODIC PENSION COST - -2409603; OTHER - -707646; Total - 5015109;
Form 990, Part XI, Line 9 Other changes in Net Assets or Fund Balance In March 2017, the FASB issued ASU 2017-07 Compensation -Retirement Benefits (Topic 715): Improving the Presentation of Net Periodic Pension Cost and Net Periodic Postretirement Benefit Cost (ASU 2017-07), which changes how employers that sponsor defined benefit pension present the net periodic benefit cost in the statement of operations. ASU 2017-07 requires employers to present the service cost component of net periodic benefit cost in the same statement of operations line items as other employee compensation costs arising from services rendered during the period. Employers are to present the other components of net periodic benefit cost separately from the line item that includes the service cost and outside of any subtotal of operating income, if one is presented. Employers will have to disclose the lines used to present the other components of net periodic benefit cost, if the components are not presented separately in the statement of operations. The corporation elected to adopt the provisions of ASU 2017-07 as of January 1, 2017. The non-contribution defined benefit pension plan was frozen effective January 1, 2010. As a result no service cost was incurred during the year ended December 31, 2024. The other components of net periodic pension cost was $2.4 million for year ended December 31, 2024.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE R
(Form 990)
(Rev. January 2025)
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
Open to Public Inspection
Name of the organization
Norton Healthcare Inc
 
Employer identification number

61-1028725
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) Norton Pharmacies PLLC
224 E Broadway 5th FL
Louisville,KY40202
83-1832543 		Pharmacy KY 91,906,600 16,826,012 Norton Healthcare Inc
 










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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


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

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)NORTON HOSPITALS INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR

LOUISVILLE,KY40202
61-0703799 		PROVIDE HOSPITAL SERVICES KY 501(c)(3) 3 Norton Healthcare Inc
 
Yes
 
(2)COMMUNITY MEDICAL ASSOCIATES INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR

LOUISVILLE,KY40202
61-1276316 		OPERATES A NETWORK OF PHYSICIAN PRACTICES KY 501(c)(3) 10 Norton Healthcare Inc
 
Yes
 
(3)NORTON PROPERTIES INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR

LOUISVILLE,KY40202
61-1028724 		MAINTAINS OFFICE AND PARKING FACILITIES KY 501(c)(3) Type I Norton Healthcare Inc
 
Yes
 
(4)THE CHILDREN'S HOSPITAL FOUNDATION INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR

LOUISVILLE,KY40202
61-6027530 		GENERATE FUNDS TO SUPPORT PROGRAMS AND SERVICES KY 501(c)(3) 7 Norton Healthcare Inc
 
Yes
 
(5)NORTON HEALTHCARE FOUNDATION INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR

LOUISVILLE,KY40202
31-0914919 		GENERATE FUNDS TO SUPPORT PROGRAMS AND SERVICES KY 501(c)(3) 7 Norton Healthcare Inc
 
Yes
 
(6)NORTON HEALTHCARE - INDIANA INC
ACCOUNTING 224 E BROADWAY 5TH FLOOR

LOUISVILLE,KY40202
85-0513259 		OPERATE HOSPITAL AND OTHER HEALTHCARE FACILITIES IN 501(c)(3) 10 Norton Healthcare Inc
 
Yes
 
(7)Norton King's Daughters' Health Inc
Accounting 224 E Broadway

Louisville,KY40202
35-0895832 		Provide Hospital Services IN 501(c)(3) 3 Norton Healthcare - Indiana Inc
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No












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

224 E BROADWAY 5TH FLOOR
LOUISVILLE,KY40202
61-1054301 		Invests in Partnerships that provide medical services KY Norton Healthcare Inc
  		C Corporation     100 % Yes  












Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Norton Hospital Inc

 Q 560,627,549 FMV
(2) Norton Hospitals Inc

 R 2,875,517,394 FMV
(3) Norton Hospitals Inc

 S 1,702,619,297 FMV
(4) Community Medical Associates Inc

 Q 184,443,489 FMV
(5) Community Medical Associates Inc

 R 661,606,058 FMV
(6) Community Medical Associates Inc

 S 737,614,360 FMV
(7) Norton Properties Inc

 K 10,843,991 FMV
(8) Norton Properties Inc

 Q 6,672,952 FMV
(9) Norton Properties Inc

 R 3,367,895 FMV
(10) Norton Properties Inc

 S 74,101,341 FMV
(11) The Children's Hospital Foundation Inc

 C 1,801,593 FMV
(12) The Children's Hospital Foundation Inc

 Q 310,026 FMV
(13) The Children's Hospital Foundation Inc

 R 26,321,925 FMV
(14) The Children's Hospital Foundation Inc

 S 5,386,078 FMV
(15) Norton Healthcare Foundation Inc

 C 2,869,217 FMV
(16) Norton Healthcare Foundation Inc

 Q 128,355 FMV
(17) Norton Healthcare Foundation Inc

 R 923,212 FMV
(18) Norton Healthcare Foundation Inc

 S 2,350,185 FMV
(19) Norton Healthcare - Indiana Inc

 Q 45,990,696 FMV
(20) Norton Healthcare - Indiana Inc

 R 95,445,923 FMV
(21) Norton Healthcare - Indiana Inc

 S 169,714,638 FMV
(22) Norton King's Daughters' Health Inc

 Q 50,952,652 FMV
(23) Norton King's Daughters' Health Inc

 R 24,985,992 FMV
(24) Norton King's Daughters' Health Inc

 S 28,591,901 FMV
(25) Norton Enterprises Inc

 R 725,738 FMV
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




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






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1