2024-11-12T07:35:04+00:00 2023-12-31 350921680 CROWE LLP 9600 Brownsboro Road Suite 400 Louisville KY 402413902 990 2023-01-01 350895832 NORTON - KING'S DAUGHTERS' HEALTH INC NORT 5026298263 1373 EAST STATE ROAD 62 PO BOX 447 MADISON IN 47250 Adam Kempf CFO 5026298263 2024-11-12 true Kim Scifres P01316095 5023263996 2024-11-12 2023 2024-10-15 13:58:12Z KING'S DAUGHTERS' HEALTH RUSSELL F COX 4967 US HIGHWAY 42 SUITE 100 LOUISVILLE KY 40222 187400634 false X WWW.KDHMADISON.ORG X 1899 IN NORTON - KING'S DAUGHTERS' HEALTH, INC.'S PURPOSE IS TO PROVIDE QUALITY HEALTH CARE TO ALL THOSE WE SERVE, IN A MANNER THAT RESPONDS TO THE NEEDS OF OUR COMMUNITIES AND HONORS OUR FAITH HERITAGE. 13 8 1046 7 48307 37326 2028192 376404 123299593 137560298 20415919 5276191 616728 886707 146360432 144099600 28462 212432 0 67688143 77213999 0 126936 73380346 86580347 141096951 164006778 5263481 -19907178 337254827 331711555 379963394 379907018 -42708567 -48195463 NORTON-KING'S DAUGHTERS' HEALTH'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 HERTIAGE. false false 133665588 212432 138067527 NORTON-KING'S DAUGHTERS' HEALTH, INC. (NKDH) IS A NOT-FOR-PROFIT, ACUTE CARE HOSPITAL LOCATED IN MADISON, INDIANA. NKDH IS ORGANIZED FOR THE PURPOSE OF PROVIDING HEALTH CARE SERVICES TO THE RESIDENTS OF JEFFERSON COUNTY AND THE SURROUNDING AREA. NKDH INCLUDES AN 86-LICENSED BED ACUTE CARE HOSPITAL, PHYSICIAN PRACTICE GROUPS, AND HOME HEALTH/HOSPICE SERVICES. DURING 2023, NKDH SERVED 2,315 INPATIENTS, 75,573 OUTPATIENTS, AND SAW 18,773 EMERGENCY DEPARTMENT ROOM VISITS AND 1,737 OBSERVATION CASES. IN ADDITION, NKDH'S OPERATING ROOMS CARED FOR 719 INPATIENT SURGICAL PATIENTS AND 2,344 SURGICAL OUTPATIENTS. ADDITIONALLY, 364 DELIVERIES WERE PERFORMED AT NKDH. NKDH'S PHYSICIAN PRACTICE GROUPS SAW 133,084 VISITS. NKDH'S HOME CARE SERVICES SAW 7,308 VISITS. UNDER ITS CHARITY PROGRAM, NKDH PROVIDED FREE CARE TO 506 PATIENTS TOTALING $1,284,134 IN GROSS CHARGES. ALSO, NKDH GRANTS A DISCOUNT FROM BILLED CHARGES TO ANY PATIENTS THAT HAVE NO ACCESS TO PRIVATE HEALTH INSURANCE OR DO NOT QUALIFY FOR GOVERNMENT ASSISTANCE OR CHARITY CARE. UNDER THIS PROGRAM, 3,555 PATIENTS WERE PROVIDED CARE AT DISCOUNTED RATES TOTALING $4,965,932 IN DISCOUNTS. 133665588 true true false true false false false false true true true false false true false false true false false false false false false true false true true true false true false false false false false false true false false false false false false true false false false true X 73 0 true 1046 true true true false false false false true true false false false false false false X 13 8 false false false false true true true true true false false false true true true true true true true false IN X DAWN NUNAN 8128010800 1373 E SR 62 PO BOX 447 MADISON IN 47250 Adam Kempf Board Treasurer 1.0 49.0 X X 0 1141705 223063 Robert B Azar Board Secretary 1.0 49.0 X X 0 1021584 169876 Annie Schroeder Board Member 1.0 0 X 0 0 0 Bonnie Colen Board Member 1.0 0 X 0 0 0 Darleen Connolly Board Chairperson 1.0 0 X 0 0 0 Joe Craig Board Vice Chairperson 1.0 4.5 X 2000 0 0 Jonathan Hanson MD Physician/Board Member 40.0 0 X 462809 0 32487 Kevin Turner Board Member (until 5/8/23) 1.0 0 X 0 0 0 Mary Bette Voyles Board Member 1.0 0 X 0 0 0 Mary Kay McCubbin Board Member 1.0 0 X 0 0 0 Michael Israel MD Physician/Board Member 40.0 0 X 435657 0 24723 Scott Watkins Board Member 1.0 50.0 X 0 764256 158271 Sharyn Whitman Board Member 1.0 0 X 0 0 0 Susan Ohlendorf Board Member 1.0 0 X 0 0 0 Carol Dozier President/CEO 40.0 0 X 549777 0 88360 Denine Fallis-Hallgarth VP Physician Services 40.0 0 X 193734 0 12847 John Price CFO - NKDH 40.0 0.0 X 294058 0 61472 George Alcorn MD Physician 40.0 0 X 718206 0 32560 Kenneth Mackinlay MD Physician 40.0 0 X 860854 0 31816 Nathan Polley MD Physician 40.0 0 X 1440738 0 32419 Raymonda Stevens MD Physician 40.0 0 X 886857 0 14318 Thomas Eckert MD Physician 40.0 0 X 641086 0 20501 6485776 2927545 902713 71 false true false MEDICAL SOLUTIONS LLP PO BOX 850737 MINNEAPOLIS MN 554850737 CONTRACTED STAFFING 5909679 EMCARE INC 7032 COLLECTION CENTER DRIVE CHICAGO IL 60693 CONTRACTED PHYSICIAN AND MIDLEVEL PROVIDER SERVICES 5191153 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 753972633 CONTRACTED PHYSICIAN AND MIDLEVEL PROVIDER SERVICES 1832652 ARUP LABORATORIES INC PO BOX 27964 SALT LAKE CITY UT 84127 LABORATORY TESTING SERVICES 1033195 SOLITUDE ANESTHESIA SOLUTIONS PLLC 1105 EVONDALE WAY GOSHEN KY 40026 CONTRACTED PHYSICIAN AND MIDLEVEL PROVIDER SERVICES 748510 31 27738 348666 376404 NET PATIENT SERVICE REVENUE 621110 137560298 137523534 36764 0 0 0 0 137560298 3569074 3569074 90285 90285 0 90285 90285 44984105 0 43270448 6540 1713657 -6540 1707117 1707117 28113 0 24046 4067 4067 CAFETERIA REVENUE 722310 327104 327104 465251 453708 11543 0 792355 144099600 138067527 48307 5607362 X 212432 212432 1162255 955675 206580 14610 14610 60537326 50676952 9777488 82886 1828735 1519837 306711 2187 9574376 7709735 1853694 10947 4096697 3401663 690223 4811 292502 292502 553993 553993 26077308 19393966 6679076 4266 147960 147960 1132746 447991 684528 227 1550413 1550413 2028254 1394240 634014 103506 92752 10554 200 1732708 1162592 570116 10854721 7603788 3250933 1648282 1403714 244568 MEDICAL SUPPLIES & DRUGS 26361943 25660110 701833 INDIANA MEDICAID ASSESSMENT FEE 9595250 9595250 REPAIRS & MAINTENANCE 3634713 1913281 1714131 7301 Physician Recruiting 249376 249376 616672 373650 228911 14111 164006778 133665588 30214254 126936 9950 7873 23867845 14390845 0 0 21311887 11386513 0 0 0 0 457591 196875 3541029 2963074 738178 536627 108066053 17179488 92082069 90886565 120326561 121043848 67293686 85349290 0 0 0 7626031 4950045 337254827 331711555 8192386 14582371 0 0 0 0 0 0 0 0 0 0 460556 186937 0 0 371310452 365137710 379963394 379907018 X -43451453 -48840015 742886 644552 0 0 0 0 0 0 -42708567 -48195463 337254827 331711555 X -19907178 14546730 -126448 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 14021 14021 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY AMERICAN HOSPITAL ASSOCIATION DUES AND INDIANA HOSPITAL ASSOCIATION DUES ATTRIBUTABLE TO LOBBYING EXPENSES AS DISCLOSED ON THE DUES NOTICES OF THE RESPECTIVE ASSOCIATIONS. AHA DUES $28,532 X LOBBYING PERCENTAGE OF 32.00% = $9,130 IHA DUES $45,375 X LOBBYING PERCENTAGE OF 10.78% = $4,891 742886 192572 290906 644552 20687 742886 0 0 20687 0 742886 20555 3656 0 0 3524 0 20687 13121 15965 0 0 8531 0 20555 12850 4035 0 0 3764 0 13121 0.0 0.031 0.969 false false 5291875 5291875 84925086 11924015 73001071 17849092 5255473 12593619 90886565 PRIVATE EQUITY MASTER TRUST UNITS 16905114 F ALTERNATIVE INVESTMENT MASTER TRUST UNITS 52320466 F REAL ESTATE MASTER TRUST UNITS 16123710 F 85349290 DEFERRED COMPENSATION LIFE INSURANCE POLICIES 408792 OTHER MISCELLANEOUS LIABILITIES THIRD PARTY PAYABLES OTHER INTER-COMPANY PAYABLES 364066770 INSURANCE LIABILITY 662148 365137710 Schedule D, Part V, Line 4 Intended uses of endowment funds NORTON-KING'S DAUGHTERS' HEALTH, INC. UTILIZES INCOME GENERATED FROM ENDOWMENT FUNDS TO SUPPORT VARIOUS PROGRAMS, SERVICES AND CAPITAL PROJECTS. Golf Benefit 20698 20698 1353 7923 9289 972 Run the Falls Event 7415 7415 3205 285 1019 0 28113 28113 4558 8208 9289 1991 24046 4067 true true X true X 350 false false true true false false 397594 0 397594 0.0024 36489454 18682356 17807098 0.1086 0 0.0 0 0 36887048 18682356 18204692 0.1110 482336 71327 411009 0.0025 232223 78525 153698 0.0009 2972248 2607883 364365 0.0022 0 0.0 0 0.0 0 0 3686807 2757735 929072 0.0057 0 0 40573855 21440091 19133764 0.1167 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 true 0 0 21804881 27200578 -5395697 X true true 1 1 NORTON-KING'S DAUGHTERS' HEALTH INC 1373 EAST STATE ROAD 62 PO BOX 447 MADISON IN 47250 https://nortonkdh.com/ 22-005063-1 X X X NORTON-KING'S DAUGHTERS' HEALTH INC 1 false false true X X X X X X X X X 23 true false true true X https://live-nkdh.pantheonsite.io/wp-content/uploads/2023/09/2023-nkdh-commuity-health-needs-assessm X true 23 true https://nortonkdh.com/wp-content/uploads/2024/08/CHNA-2022-Strategies-2023-updates.pdf false true X 350.0 X X X X X true true X X X true X nortonhealthcare.com/wp-content/uploads/2024/01/Norton-Healthcare-Financial-Assistance-Policy X nortonhealthcare.com/wp-content/uploads/2024/03/NORTON-HEALTHCARE-APPLICATION-FOR-FINANCIAL X nortonhealthcare.com/wp-content/uploads/2024/01/Norton-Healthcare-Financial-Assistance-Policy X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY WHICH ARE IDENTIFIED THROUGH CHNA. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - NORTON-KING'S DAUGHTERS' HEALTH, INC.. NORTON KING'S DAUGHTERS' HEALTH CONDUCTED A COMMUNITYWIDE SURVEY TO OBTAIN FEEDBACK FROM THE GENERAL PUBLIC REGARDING HEALTH NEEDS AND PERCEPTIONS. THE COMMUNITY SURVEY WAS MADE AVAILABLE IN ENGLISH AND SPANISH THROUGH ONLINE AND PAPER SURVEYING METHODS. THERE WERE 551 SURVEYS COLLECTED. SURVEYS THAT FELL OUTSIDE OF THE TRI-COUNTY COMMUNITY OR WERE MISSING THE ZIP CODE, AGE, GENDER, RACE AND EDUCATIONAL ATTAINMENT DEMOGRAPHIC INFORMATION WERE EXCLUDED FROM THE RESULTS LEAVING 480 SURVEYS TO BE USED FOR THE ASSESSMENT. IN ADDITION, NORTON KING'S DAUGHTERS' HEALTH OBTAINED INPUT FROM 23 VARIOUS COMMUNITY STAKEHOLDERS, INCLUDING 7 NORTON KING'S DAUGHTERS' HEALTH EMPLOYED PHYSICIANS, 16 COMMUNITY LEADERS IN JEFFERSON COUNTY AND NINE LEADERS FROM AREAS SURROUNDING JEFFERSON COUNTY THROUGH VIRTUAL MEETINGS. COMMUNITY LEADERS REPRESENT AREAS OF PUBLIC HEALTH, MAJOR EMPLOYERS, PUBLIC SCHOOLS, SOCIAL SERVICES ORGANIZATIONS AND COMMUNITY HEALTH DEPARTMENTS. SALVATION ARMY, RUTH HAVEN, MADISON CONSOLIDATED HIGH SCHOOL, MORGAN-NAY FUNERAL CENTER/JEFFERSON COUNTY, HANOVER BAPTIST CHURCH, MADISON CONSOLIDATED SCHOOLS, SUPER ATV, TRIMBLE COUNTY HEALTH DEPARTMENT, JEFFERSON COUNTY HEALTH DEPARTMENT, IVY TECH, GIRLS INCORPORATED, CENTERSTONE COMMUNITY FOUNDATION, JEFFERSON COUNTY JUDGE CITY, OF HANOVER CITY COUNCIL, AND CASA AMIGA REPRESENTATIVES WERE ALL INCLUDED AS PART OF THE PROCESS TO INTERVIEW PEOPLE WHO REPRESENT THE COMMUNITY, THESE INTERVIEWS FOCUSED ON THE FOLLOWING FOUR KEY AREAS: PRESSING PROBLEMS IN HEALTH CARE, BARRIERS TO HEALTH CARE, HEALTH CARE ENGAGEMENT AND GLOBAL OR UNIVERSAL ISSUES INVOLVING HEALTH CARE. TO ENSURE THE MEDICALLY UNDERSERVED WERE REPRESENTED IN THIS CHNA, MEDIAN HOUSEHOLD INCOMES IN NEIGHBORHOODS THROUGHOUT THE TRI-COUNTY AREA WERE COMPARED TO IDENTIFY AREAS WITH A LOWER MEDIAN INCOME. Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - OTHER ORGANIZATONS. Norton King's Daughters' Health collaborated with a variety of partners ranging from local social services organizations to the Madison County Public School system and other community organizations. Norton Healthcare conducted a community wide survey to obtain feedback from the general public regarding health needs and perceptions. The community survey was made available in English and Spanish, through online and paper surveying methods. Community input also was obtained through key stakeholder interviews of 23 community leaders and health care providers. To ensure the medically underserved were represented in this CHNA, interviews were conducted with representatives from the Salvation Army, Madison County Public Schools as well as agencies providing services related to mental health, food insecurities and recent immigration to the United States. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - NORTON-KING'S DAUGHTERS' HEALTH, INC.. SUBSTANCE USE HEALTHY COMMUNITIES INITIATIVES ARE LED BY NORTON KING'S DAUGHTERS' HEALTH (NKDH) AND INCLUDES STAFF AND COMMUNITY MEMBERS. IN 2023 HEALTHY COMMUNITY INITIATIVES HOSTED A RALLY FOR RECOVERY EVENT INCLUDING THE SHOWING OF THE MOVIE THE ADDICTS WAKE. NORTON KING'S DAUGHTERS' HEALTH SUPPORTED THE LOCAL RECOVERY CAFE, A SUBSTANCE ABUSE SUPPORT FACILITY. NKDH WORKED WITH THE LOCAL HEALTH DEPARTMENT TO HOST A DRUG DROP OFF EVENT FOR EXPIRED/UNUSED MEDICATIONS AND SYRINGES. MENTAL HEALTH/ SUICIDE HEALTHY COMMUNITIES INITIATIVE (HCI) OF JEFFERSON COUNTY FOCUSES ON BRINGING COMMUNITY MEMBERS TOGETHER TO ADDRESS THE MAJOR HEALTH NEEDS OF THE COMMUNITY. THE SUICIDE RATE FOR JEFFERSON COUNTY SURPASSES STATE AND LOCAL AVERAGES, AND JEFFERSON COUNTY HAS BEEN DESIGNATED A MENTAL HEALTH PROFESSIONAL SHORTAGE AREA BY THE STATE OF INDIANA. NORTON KING'S DAUGHTERS' HEALTH IN PARTNERHIP WITH COMMUNITY MEMBERS HAVE DEVELOPED A ZERO SUICIDE PLAN FOR JEFFERSON COUNTY. KEY COMPONENTS OF THE ZERO SUICIDE PLAN INCLUDE TRAINING - THIS INCLUDES PROVIDING MENTAL HEALTH AND SUICIDE AWARENESS TRAINING FOR THE COMMUNITY, UTILIZING SUCH TOOLS AS APPLIED SUICIDE INTERVENTION SKILLS TRAINING (ASIST), QUESTION, PERSUADE AND REFER (QPR) AND MENTAL HEALTH FIRST AID TRAINING. COMMUNITY AWARENESS / BREAKING THE STIGMA - RAISING AWARENESS IN THE COMMUNITY TO DISCUSS MENTAL HEALTH ISSUES, INCLUDING SUICIDE, SO THAT THE COMMUNITY UNDERSTANDS THAT MENTAL HEALTH WELLNESS IS JUST AS IMPORTANT AS PHYSICAL HEALTH WELLNESS. COMMUNICATION / RESOURCE GUIDE - PROMOTING THE VARIOUS WAYS TO SEEK HELP IN AND OUTSIDE THE COMMUNITY, INCLUDING THE RESOURCE PAGE AVAILABLE ON THE CLEARINGHOUSE WEBSITE. REDUCE LETHAL MEANS - ENCOURAGING PEOPLE TO PUT GUN LOCKS ON THEIR WEAPONS (AVAILABLE FROM NKDH AND LOCAL LAW ENFORCEMENT) AND TO PROPERLY DISPOSE OF UNUSED MEDICATIONS THROUGH FREE DROP-OFF PROGRAMS. COPING SKILLS / BUILDING RESILIENCY - HELPING THE COMMUNITY TO BUILD RESILIENCY THROUGH THE USE OF MINDFULNESS PROGRAMS, MEDITATION AND PROMOTION OF "SEIZE THE AWKWARD" CAMPAIGN THROUGH THE AMERICAN FOUNDATION FOR SUICIDE PREVENTION. EDUCATION / BEST DEMONSTRATED PRACTICES / DATA - PARTICIPATION IN STATE AND NATIONAL PROGRAMS SUCH AS NAMI (NATIONAL ALLIANCE ON MENTAL ILLNESS), MENTAL HEALTH AMERICA - INDIANA, AND THE INDIANA SUICIDE PREVENTION NETWORK. THE TEAM HAS PARTNERED WITH MADISON CONSOLIDATED SCHOOLS (MCS) ON A COUNSELING INITIATIVE GRANT AWARDED BY THE LILLY ENDOWMENT. THIS GRANT PROVIDES ADDITIONAL SUICIDE PREVENTION TRAINING FOR THE STUDENTS AND TEACHERS/FACULTY FOR ALL JEFFERSON COUNTY SCHOOLS AND PARENTS/CAREGIVERS. RECOGNIZED MENTAL HEALTH AWARENESS MONTH AND SUICIDE AWARENESS MONTH. HOSTED A YOUTH WORKER CAFE TRAINING. DISTRIBUTED GUN LOCKS FOR SUICIDE AND ACCIDENTAL DEATH PREVENTION AT A COMMUNITY EVENT. HELPED TO PROMOTE THE OUT OF THE DARKNESS SUICIDE AWARENESS WALK. NKDH HOSTS A QUARTERLY ART SHOW FOR THE MADISON ALT CLUB. VARIOUS PAINTINGS ARE ON DISPLAY IN THE HOSPITAL CAFE AS PART OF THE ON-GOING ART OF HEALING EXHIBIT. OBESITY THE WELLNESS COORDINATOR COMPLETED 40 COMMUNITY SPEAKING ENGAGEMENTS IN 2023. THESE FOCUSED ON WELLNESS AND DISEASE PREVENTION TOPICS SUCH AS; NUTRITION, HEART DISEASE, STRESS MANAGEMENT, SUN SAFETY, PHYSICAL ACTIVITY, SELF-DEFENSE, ETC. HEALTHY LIFESTYLES TEAM, AS PART OF NORTON KING'S DAUGHTERS' HEALTH HEALTHY COMMUNITY INITIATIVES, HOSTED A LARGE COMMUNITY HEALTH FAIR IN 2023 WHICH INCLUDED 17 BOOTHS OFFERING HEALTH INFORMATION AND RESOURCES. IN ADDITION, FREE HEALTH SCREENS, HEALTHY SNACKS, AND DOOR PRIZES WERE PROVIDED. HOSTED A HEALTHY YOUTH TAILGATE PARTY. THIS EVENT SERVED OVER 250 YOUTH AND GUARDIANS. A TOTAL OF 17 AGENCIES AND 50 VOLUNTEERS OFFERED GAMES AND ACTIVITIES THAT OFFERED HEALTH RESOURCES AND HEALTH EDUCATION. PHYSICAL INACTIVITY NOH RUN THE FALLS 5K WALK/RUN WAS HOSTED BY NORTON KING'S DAUGHTERS' HEALTH IN 2023 AND HAD 243 WALKERS AND RUNNERS PARTICIPATED IN THIS COMMUNITY 5K IN 2023. NORTON KING'S DAUGHTERS' HEALTH PROVIDED TWO WOMEN'S SAFE AND SELF-DEFENSE WORKSHOPS IN 2023. TOBACCO USE INCLUDING VAPING NORTON KING'S DAUGHTERS' HEALTH EMPLOYS A FULL TIME STATE GRANT FUNDED TOBACCO COORDINATOR. IN 2023 THERE WERE 1,181 ELECTRONIC PATIENT REFERRALS TO THE INDIANA QUITLINE. PHYSICIANS WERE PROVIDED OFFICES WITH FOLDERS FOR PATIENTS THAT INCLUDE CESSATION RESOURCES AND STAFF WERE TRAINED TO MAKE QUITLINE REFERRALS. NORTON KING'S DAUGHTERS' HEALTH MOTHER BABY SERVICES PROVIDED TOBACCO FREE CESSATION EDUCATION TO NEW MOMS WITH RESOURCES AND INCENTIVES. NORTON KING'S DAUGHTERS' HEALTH CANCER TREATMENT CENTER PROVIDES TOBACCO RESOURCES FOR CANCER PATIENTS AND HAS A TOBACCO TREATMENT SPECIALIST ON STAFF. NORTON KING'S DAUGHTERS' HEALTH COLLABORATED WITH SOUTHWESTERN SCHOOL CORPORATION TO START A VOICE PROGRAM. VOICE IS A YOUTH-LED TOBACCO INITIATIVE, WHICH EDUCATES YOUTH ON TOBACCO MARKETING AND DANGERS OF TOBACCO. IN ADDITION, WORK IS TAKING PLACE WITH THE SCHOOL ON POLICY CHANGE AND PROGRAMS TO ASSIST YOUTH WHEN THEY ARE CAUGHT WITH TOBACCO PRODUCTS. - PROVIDED TOBACCO RESOURCES TO LOW INCOME MOTHERS WORKING WITH COUNTY WIC SERVICES AND LIFE CHOICES CLINIC (PREGNANCY CRISIS CLINIC). THE NORTON KING'S DAUGHTERS' CANCER CENTER PROVIDED TOBACCO QUIT RESOURCE KITS TO A LOCAL EMPLOYER, THE SALVATION ARMY, AND THE HOUSE OF HOPE FOOD PANTRY DURING THE GREAT AMERICAN SMOKEOUT. NORTON KING'S DAUGHTERS' HOSTED A HIDDEN IN PLAIN SIGHT BACKPACK TRAINING FOR YOUTH SERVING ORGANIZATIONS. HIDDEN IN PLAIN SIGHT BACKPACKS IS A TOOL USED TO TRAIN WHAT PRODUCTS LOOK LIKE, SIGNS OF SUBSTANCE USE, AND HOW TO START A CONVERSATION WITH YOUTH. NORTON KING'S DAUGHTERS' HOSTED A COMMUNITY CONVERSATION TO REVIEW THE RESULTS OF THE 2022 YOUTH TOBACCO SURVEY. NUTRITIONAL NEEDS A WELLNESS COORDINATOR FROM NORTON KING'S DAUGHTERS' HEALTH ATTENDED A HIGH SCHOOL GIRLS WELLNESS FAIR, OFFERING EDUCATION INFORMATION FOR TEENS AND NUTRITION. FIT KIDS PROGRAM IS AN INTERACTIVE HEALTH EDUCATION PROGRAM FOR AREA 5TH GRADE CLASSROOMS. ALL FOUR LESSONS INCLUDE TAKE HOME CHALLENGES AND GUARDIAN INFORMATION FOCUSED ON EXERCISE AND HEALTHY EATING. NORTON KING'S DAUGHTERS' HEALTH OFFERED THE PROGRAM TO 5 SCHOOL SYSTEMS AND REACHED 15 DIFFERENT 5TH GRADE CLASSES (346 TOTAL STUDENTS AND TEACHERS). HEALTH LITERACY NORTON KING'S DAUGHTERS' HEALTH PROVIDES COMMUNITY-BASED EDUCATION OPPORTUNITIES TO IMPROVE ACCESS AND AWARENESS OF HEALTH INFORMATION THROUGH COMMUNITY OUTREACH SUCH AS HEALTH FAIRS AND COMMUNITY SPEAKING ENGAGEMENTS ON HEALTHY LIVING. NORTON KING'S DAUGHTERS' HEALTH AND NORTON CANCER INSTITUTE-MADISON HOSTED A NO-COST SKIN CANCER SCREENING. DURING THE EVENT THEY SCREENED 115 PEOPLE. EDUCATION MATERIAL AND SUNSCREEN WERE ALSO DISTRIBUTED. 324 EXPECTING MOTHERS PARTICIPATED IN AN EDUCATIONAL PREP VISIT PRIOR TO DELIVERY AT NORTON KING'S DAUGHTERS' HEALTH. IN ADDITION, EIGHT COUPLES ATTENDED THE CHILDBIRTH CLASS SERIES. SIXTEEN MOTHERS PARTICIPATED IN BREASTFEEDING CONSULTATIONS AND ONE CAME TO A BREAST PUMPING EDUCATION CLASS. NKDH SERVES AS AN AHA PROVIDER SITE HOSTING A VARIETY OF TRAININGS FOR EMPLOYEES AND COMMUNITY MEMBERS. TRAINING INCLUDE: ACLS, INSTRUCTOR AND PROVIDER BLS, INSTRUCTOR AND PROVIDER HEARTSAVER, CPR AED, FIRST AID, K-12 SCHOOLS, INSTRUCTOR, AND PEDIATRIC - PALS; INSTRUCTOR AND PROVIDER. IN 2023, A TOTAL OF 1,054 PEOPLE RECEIVED TRAINING AND AN E-COMPLETION CARD. NORTON KING'S DAUGHTERS' HEALTH OFFERED FREE COLORECTAL SCREENING KITS AT PROVIDER OFFICES AND THE CANCER CENTER DURING THE MONTH OF MARCH. A TOTAL OF 224 HIGH SCHOOL AND COLLEGE STUDENTS WERE HOSTED FOR JOB SHADOW OPPORTUNITIES OR STRUCTURED INTERNSHIPS AT NKDH IN 2023. IN ADDITION, 10 HIGH SCHOOL STUDENTS PARTICIPATE IN THE NKDH HOSTED MEDICAL EXPLORERS PROGRAM. HEALTH EDUCATION INFORMATION WAS PROVIDED BY NKDH AT THE JEFFERSON COUNTY 4-H FAIR. NORTON KING'S DAUGHTERS' HEALTH OFFERED BLOOD PRESSURE CHECKS AT THE HOUSE OF HOPE FOOD PANTRY QUARTERLY IN 2023. AVERAGED 25 PARTICIPANTS AT EACH EVENT. A WELLNESS COORDINATOR FROM NORTON KING'S DAUGHTERS' HEALTH PROVIDING PRE/POST-NATAL EDUCATION AT A COMMUNITY BABY SHOWER EVENT FOR NEW MOMS. PARTICIPATED IN A MILITARY APPRECIATION EVENT in 2023 OFFERING WELLNESS AND TOBACCO EDUCATION INFORMATION. OVER 100 VETERAN'S AND SPOUSES ATTENDED. BLOOD PRESSURE CHECKS WERE OFFERED. NORTON KING'S DAUGHTERS' HEALTH OFFERED A MONTHLY "TO YOUR HEALTH" PODCAST 30-MINUTE EDUCATION PODCAST WITH VARIOUS HEALTH TOPICS WAS OFFERED MONTHLY ON A LOCAL RADIO STATION AND AVAILABLE TO LISTEN ON THE HOSPITALS' WEBSITE. A CORPORATE FLU SHOT CLINIC WAS HELD IN 2023. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - NORTON-KING'S DAUGHTERS' HEALTH, INC.. 13h Additional Criteria - (1) The patient does not qualify for subsidized coverage of government assistance such as Disproportionate Share Hospital, Children's Health Insurance Program, Medicaid, Medicaid Managed Care Organization, or Hoosier Healthcare. (2) To be eligible for assistance for non-emergent Medically Necessary Care, a patient (or that patient's guarantor) must be a resident of Kentucky, Indiana, Tennessee, Ohio, or Illinois. This residency requirement does not apply to emergency care. 8 REHABILITATION CENTER AND HOME CARE 2670 N MICHIGAN ROAD MADISON IN 47250 OUTPATIENT REHABILITATION CENTER AND HOME CARE SERVICES DOWNTOWN MEDICAL OFFICE BUILDING 630 NORTH BROADWAY MADISON IN 47250 PHYSICIAN MEDICAL OFFICE AND HOSPITAL STAFF CARROLLTON MEDICAL OFFICE BUILDING 205 MARWILL DRIVE CARROLLTON KY 41008 PHYSICIAN MEDICALL OFFICE TRIMBLE COUNTY MEDICAL OFFICE BUILDING 10235 US HIGHWAY 421 MILTON KY 40045 PHYSICIAN MEDICAL OFFICE CONVENIENT CARE CENTER 445 CLIFTY DRIVE MADISON IN 47250 CONVENIENT CARE CENTER HANOVER MEDICAL OFFICE BUILDING 36 MEDICAL PLAZA HANOVER IN 47243 PHYSICIAN MEDICAL OFFICE SWITZERLAND COUNTY MEDICAL OFFICE BUILDING 1190 WEST MAIN STREET VEVAY IN 47043 PHYSICIAN MEDICAL OFFICE VERSAILLES MEDICAL OFFICE BUILDING 206 W TYSON STREET VERSAILLES IN 47042 PHYSICIAN MEDICAL OFFICE Schedule H, Part III, Line 8 THE MEDICARE COST REPORT WAS THE SOURCE OF INFORMATION REPORTED ON PART III LINE 6. Schedule H, Part I, Line 6a NORTON-KING'S DAUGHTERS' HEALTH DOES NOT PREPARE A FORMAL COMMUNITY BENEFIT REPORT. HOWEVER, CERTAIN COMMUNITY BENEFIT INFORMATION IS PROVIDED TO THE STATE OF INDIANA ON THE "HOSPITAL FISCAL REPORT STATE FORM 49520" WHICH IS FILED ANNUALLY. Schedule H, Part V, Section B, Line 11 CHILD ABUSE/NEGLECT - NORTON KING'S DAUGHTERS' HEALTH STAFF CONTINUED TO SUPPORT THE RESILIENT JEFFERSON COUNTY EFFORT TO MAKE JEFFERSON COUNTY A TRAUMA-INFORMED COMMUNITY THROUGH THE DEVELOPMENT OF EDUCATION FOR HEALTH CARE PROVIDERS AND THE COMMUNITY. NORTON KING'S DAUGHTERS' HEALTH HOSTED A CONFERENCE FOR RESILIENT JEFFERSON COUNTY. THIS PROJECT FOCUSES ON THE ADVERSE CHILDHOOD EXPERIENCES (ACES) INITIATIVE. AN ACE TRAINING WAS ALSO HELD. RESILIENT JEFFERSON COUNTY IS A COALITION OF COMMUNITY MEMBERS AND THEIR MISSION IS TO TRANSFORM THE COMMUNITY AND THE HEALTH OF FUTURE GENERATIONS BY BECOMING TRAUMA-INFORMED AND PREVENTING ADVERSE CHILDHOOD EXPERIENCES (ACES). OTHER NEEDS - NORTON KING'S DAUGHTERS' HEALTH COMMUNITY HEALTH NEEDS ASSESSMENT INCLUDED A PRIORITIZATION PROCESS TO RANK IDENTIFIED NEEDS AND ISSUES BASED ON PERCEPTION OF THE COMMUNITY, SECONDARY RESEARCH AND HOW THE ISSUES ALIGN WITH NHC'S MISSION, VISION, VALUES AND STRATEGIC PRIORITIES. IDENTIFIED NEEDS WERE CATEGORIZED INTO FOUR CATEGORIES: HEALTH CONDITIONS, ACCESS TO CARE, BEHAVIORAL CONDITIONS AND SOCIOECONOMIC/ DEMOGRAPHIC NEEDS. NORTON KING'S DAUGHTERS' HEALTH EXECUTIVE LEADERSHIP AND THE BOARD OF TRUSTEES IDENTIFIED AREAS IN THE BEHAVIORAL AND SOCIOECONOMIC CATEGORIES WHERE NORTON KING'S DAUGHTERS' HEALTH CAN MOST EFFECTIVELY FOCUS ITS RESOURCES TO HAVE SIGNIFICANT IMPACT. THOSE AREAS OF FOCUS ARE: SUBSTANCE USE, MENTAL HEALTH, OBESITY, PHYSICAL INACTIVITY, TOBACCO USE, NUTRITIONAL NEEDS, LACK OF HEALTH LITERACY, AND CHILD ABUSE/NEGLECT. NEEDS THAT WERE IDENTIFIED BUT ARE CURRENTLY NOT AN AREA OF FOCUS FOR NHC ARE DISTRACTED DRIVING, TRANSPORTATION, AND POVERTY LEVELS. NORTON KING'S DAUGHTERS' HEALTH CONTINUES TO HAVE A COMPREHENSIVE CHARITY CARE POLICY HOWEVER, THEY ARE NOT CURRENTLY IN A POSITION TO SIGNIFICANTLY INFLUENCE THE POVERTY LEVELS OR TRANSPORTATION CONCERNS THAT EXIST IN THE POPULATION THAT THEY SERVE. THESE FALL OUTSIDE OF THE CURRENT CORE COMPETENCIES OF THE ORGANIZATION AND THEREFORE ARE NOT ADDRESSED DIRECTLY IN OUR COMMUNITY HEALTH NEEDS IMPLEMENTATION STRATEGIES. NORTON KING'S DAUGHTERS' HEALTH HAS A DESIRE TO CONTINUE PROVIDING CLINICAL PROGRAMS AND SERVICES TO MEET COMMUNITY NEEDS WHILE ALSO PURSUING CONTINUOUS IMPROVEMENT IN EXISTING AND FUTURE PROGRAMS TO IMPROVE THE OVERALL HEALTH OF THE COMMUNITY WE SERVE. Schedule H, Part V, Section B, Line 13 Eligibility Criteria Explained in FAP NORTON-KING'S DAUGHTERS' HEALTH, INC. HAS A POLICY WHERE WE DISCOUNT CHARGES FOR ALL SELF-PAY PATIENTS WITH NO INSURANCE COVERAGE REGARDLESS OF INCOME QUALIFICATIONS. BECAUSE OF THIS POLICY, WE LEFT LINE 13A "FPG FAMILY INCOME LIMIT FOR ELIGIBILITY FOR DISCOUNTED CARE" BLANK. Schedule H, Part I, Line 7g Subsidized Health Services NO COSTS ATTRIBUTABLE TO A PHYSICIAN CLINIC WERE INCLUDED ON LINE 7G. Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance IF COSTS COULD BE DIRECTLY IDENTIFIED TO A PARTICULAR LINE, THAN THOSE DIRECT COSTS WERE UTILIZED. IF COSTS COULD NOT BE DIRECTLY IDENTIFIED, THEN A COST-TO-CHARGE RATIO WAS UTILIZED. Schedule H, Part II Community Building Activities NORTON KING'S DAUGHTERS' HEALTH SUPPORTED OVER 19 COMMUNITY ORGANIZATIONS WITH ACTIVE ATTENDANCE AND PARTICIPATION IN THE FOLLOWING COMMUNITY COALITIONS/GROUPS: JEFFERSON COUNTY JUSTICE TREATMENT AND PREVENTION COALITION (JCJTAP), JEFFERSON COUNTY UNITED WAY BOARD, MADISON CONSOLIDATED SCHOOLS WELLNESS COMMITTEE, PURDUE EXTENSION HEALTH AND HUMAN SERVICES BOARD, PURDUE EXTENSION ADVISORY BOARD, PREVENT CHILD ABUSE OF JEFFERSON COUNTY BOARD, COURT APPOINTED SPECIAL ADVOCATES OF JEFFERSON COUNTY BOARD (CASA), INDIANA HOSPITAL ASSOCIATION BOARD, TRILOGY HEALTH CAMPUS ADVISORY BOARD LOCAL EMERGENCY PLANNING COMMITTEE, 911 ADVISORY BOARD, EMERGENCY MANAGEMENT ASSOCIATION BOARD, DISTRICT 9 HEALTHCARE COALITION, ADVISORY BOARD FOR HANOVER COLLEGE'S DPT PROGRAM, IVY TECH MEDICAL ASSISTANT ADVISORY BOARD, IVY TECH ADVISORY BOARD, JEFFERSON COUNTY SART , JEFFERSON COUNTY CHILD'S ADVOCACY CENTER (CAC) CASE REVIEW COMMITTEE, AND A PARTNER AND HOST SITE FOR THE LEADERSHIP JEFFERSON COUNTY PROGRAM. THIS COMMUNITY INVOLVEMENT HELPED IMPROVE ACCESS TO HEALTH SERVICES, ENHANCED THE HEALTH OF THE COMMUNITY, ADVANCED MEDICAL AND HEALTH CARE KNOWLEDGE, AND RELIEVED OR REDUCED THE BURDEN OF GOVERNMENT OR COMMUNITY EFFORT. NORTON KING'S DAUGHTERS' HEALTH PURPOSE IS TO PROVIDE QUALITY HEALTH CARE TO ALL THOSE WE SERVE, IN A MANNER THAT RESPONDS TO THE NEEDS OF OUR COMMUNITIES AND HONORS OUR FAITH HERITAGE. OUR COMMUNITY BENEFIT INITIATIVE ALIGNS WITH OUR MISSION TO PROMOTE THE HEALTH OF THE COMMUNITY THROUGH SERVICE ON LOCAL BOARDS, ADVISORY COUNCILS AND VOLUNTEERING. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount IN ACCORDANCE WITH ACCOUNTING GUIDANCE, BAD DEBT IS NO LONGER AN EXPENSE, BUT IS INCLUDED AS A REDUCTION IN NET PATIENT SERVICE REVENUE. THE FOLLOWING PARAGRAPH PER THE CONSOLIDATED, AUDITED FINANCIAL STATEMENTS FOR NORTON HEALTHCARE, INC. (PAGE 19, FIRST PARAGRAPH) DISCUSSES THE HANDLING OF PATIENT DEDUCTIBLE AND COINSURANCE NOT PAID BY PATIENTS: "GENERALLY, PATIENTS WHO ARE COVERED BY THIRD-PARTY PAYORS ARE RESPONSIBLE FOR PATIENT RESPONSIBILITY BALANCES, INCLUDING DEDUCTIBLES AND COINSURANCE, WHICH VARY IN AMOUNT. THE CORPORATION ESTIMATES THE TRANSACTION PRICE FOR PATIENTS WITH DEDUCTIBLES AND COINSURANCE BASED ON HISTORICAL EXPERIENCE AND CURRENT MARKET CONDITIONS. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY EXPLICIT PRICE CONCESSIONS, DISCOUNTS, AND/OR IMPLICIT PRICE CONCESSIONS. SUBSEQUENT CHANGES TO THE ESTIMATE OF THE TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO NET PATIENT SERVICE REVENUE IN THE PERIOD OF CHANGE. ADJUSTMENTS ARISING FROM A CHANGE IN THE TRANSACTION PRICE WERE NOT MATERIAL TO NET PATIENT SERVICE REVENUE FOR EITHER PERIOD". Schedule H, Part III, Line 3 Bad Debt Expense Methodology THE HOSPITAL HAS A DETAILED FINANCIAL ASSISTANCE POLICY WHICH STATES THAT TO PARTICIPATE, CANDIDATES MUST COOPERATE FULLY. IN ADDITION, THE HOSPITAL EDUCATES PATIENTS WITH LIMITED ABILITY TO PAY REGARDING FINANCIAL ASSISTANCE. FOR THIS REASON, THE ORGANIZATION BELIEVES THAT IT ACCURATELY CAPTURES FINANCIAL ASSISTANCE PROGRAM DEDUCTIONS AND THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FAP POLICY IS NEGLIGIBLE. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote IN ACCORDANCE WITH ACCOUNTING GUIDANCE, BAD DEBT IS NO LONGER AN EXPENSE, BUT IS INCLUDED AS A REDUCTION IN NET PATIENT SERVICE REVENUE. THE FOLLOWING PARAGRAPH PER THE CONSOLIDATED, AUDITED FINANCIAL STATEMENTS FOR NORTON HEALTHCARE, INC. (PAGE 19, FIRST PARAGRAPH) DISCUSSES THE HANDLING OF PATIENT DEDUCTIBLE AND COINSURANCE NOT PAID BY PATIENTS: "GENERALLY, PATIENTS WHO ARE COVERED BY THIRD-PARTY PAYORS ARE RESPONSIBLE FOR PATIENT RESPONSIBILITY BALANCES, INCLUDING DEDUCTIBLES AND COINSURANCE, WHICH VARY IN AMOUNT. THE CORPORATION ESTIMATES THE TRANSACTION PRICE FOR PATIENTS WITH DEDUCTIBLES AND COINSURANCE BASED ON HISTORICAL EXPERIENCE AND CURRENT MARKET CONDITIONS. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY EXPLICIT PRICE CONCESSIONS, DISCOUNTS, AND/OR IMPLICIT PRICE CONCESSIONS. SUBSEQUENT CHANGES TO THE ESTIMATE OF THE TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO NET PATIENT SERVICE REVENUE IN THE PERIOD OF CHANGE. ADJUSTMENTS ARISING FROM A CHANGE IN THE TRANSACTION PRICE WERE NOT MATERIAL TO NET PATIENT SERVICE REVENUE FOR EITHER PERIOD". Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs PART III LINE 6 - THE COSTING METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COST WAS BASED ON THE MEDICARE PRINCIPLES USED IN COMPLETING THE MEDICARE COST REPORT. ALL COST REPORTED CAME FROM THE MEDICARE COST REPORT. PART III LINE 7 - THE HOSPITAL ACCEPTS ALL MEDICARE PATIENTS WITH THE KNOWLEDGE THAT THERE MAY BE SHORTFALLS AND OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY. THE HOSPTIAL BELIEVES THAT ANY MEDICARE SHORTFALLS SHOULD BE TREATED AS COMMUNITY BENEFIT BECAUSE MEDICARE DOES NOT TYPICALLY FULLY COMPENSATE FOR THE COST OF PROVIDING HEALTHCARE TO MEDICARE BENEFICIARIES. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance AFTER THE PATIENT'S INITIAL SCREENING FOR FINANCIAL ASSISTANCE AND IT IS BELIEVED THAT THE PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE, THEN NORTON-KING'S DAUGHTERS' HEALTH, INC. WILL NOT START COLLECTION EFFORTS PENDING THE PATIENT SUBMITTING THE NECESSARY INFORMATION TO DOCUMENT MEETING THE FINANCIAL ASSISTANCE QUALIFICATIONS. IF THE PATIENT SUBMITS THE NECESSARY DOCUMENTATION WITHIN A REASONABLE TIME PERIOD, THEN THERE WILL BE NO COLLECTION EFFORTS MADE TO COLLECT ANY AMOUNT FROM THE PATIENT. THE PATIENT MAY RECEIVE A STATEMENT/BILL REFLECTING THE AMOUNT DUE THROUGH THE FINANCIAL ASSISTANCE APPLICATION PROCESS PENDING THE PATIENT'S FINANCIAL ASSISTANCE APPLICATION, BUT THERE WILL BE NO COLLECTION EFFORTS. ONLY AFTER AN ATTEMPT IS MADE TO CONTACT THE PATIENT TO OBTAIN THE NECESSARY DOCUMENTATION FOR COMPLETING THE FINANCIAL ASSISTANCE APPLICATION AND THE PATIENT NOT RESPONDING WILL COLLECTION EFFORTS BEGIN. THERE IS ONGOING EFFORT THROUGHOUT THE COLLECTION PROCESS TO SCREEN FOR MEDICAID ELIGIBILITY AND THE NEED FOR PROVIDING FINANCIAL ASSISTANCE APPLICATIONS TO PATIENTS. WHEN A PATIENT IS APPROVED FOR FINANCIAL ASSISTANCE, THEIR ACCOUNT BALANCE IS WRITTEN OFF Schedule H, Part V, Section B, Line 16a FAP website - NORTON-KING'S DAUGHTERS' HEALTH, INC.: Line 16a URL: nortonhealthcare.com/wp-content/uploads/2024/01/Norton-Healthcare-Financial-Assistance-Policy; Schedule H, Part V, Section B, Line 16b FAP Application website - NORTON-KING'S DAUGHTERS' HEALTH, INC.: Line 16b URL: nortonhealthcare.com/wp-content/uploads/2024/03/NORTON-HEALTHCARE-APPLICATION-FOR-FINANCIAL; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - NORTON-KING'S DAUGHTERS' HEALTH, INC.: Line 16c URL: nortonhealthcare.com/wp-content/uploads/2024/01/Norton-Healthcare-Financial-Assistance-Policy; Schedule H, Part VI, Line 2 Needs assessment NORTON KING'S DAUGHTERS' HEALTH REGULARLY AND CONSISTENTLY EVALUATES WORKFORCE AND COMMUNITY HEALTH CARE NEEDS THROUGH PARTNERSHIPS WITH LOCAL HEALTH DEPARTMENTS, EMERGENCY MEDICAL SERVICES, AND LOCAL UNIVERSITIES. PARTNERSHIPS WITH THESE ORGANIZATIONS, ALONG WITH NOT-FOR-PROFIT HEALTH CARE ORGANIZATIONS SUCH AS THE AMERICAN CANCER SOCIETY, AMERICAN HEART ASSOCIATION AND OTHERS, ALSO PROVIDE NHI IMPORTANT STATISTICS AND DATA TO USE IN EVALUATING COMMUNITY ACCESS TO HEALTH CARE SERVICES AND HEALTH CARE DISPARITIES. ADDITIONALLY, NORTON KING'S DAUGHTERS' HEALTH ACCESSES DATA FROM ORGANIZATIONS SUCH AS THE CENTER FOR DISEASE CONTROL AND THE UNITED STATES CENSUS BUREAU TO ASSESS AREAS OF GREATEST ANTICIPATED POPULATION GROWTH AND LOW-INCOME AREAS, BOTH OF WHICH MAY BE IN GREATEST NEED FOR PREVENTION EDUCATION, FREE SCREENINGS AND ACCESS TO HEALTH CARE. NORTON HEALTHCARE, INC. (NHC), THE PARENT COMPANY OF NORTON KING'S DAUGHTERS' HEALTH, CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) FOR NORTON KING'S DAUGHTERS' HEALTH. THE CHNA DEFINED THE PATIENT SERVICE AREA BY PATIENT ORIGIN FOR INPATIENT STAYS, DEMOGRAPHIC, SOCIOECONOMIC, POPULATION, AND OTHER HEALTH RELATED INDICATORS UTILIZED TO PROVIDE INFORMATION ON THE HEALTH STATUS OF THE COMMUNITY. COMMUNITY INPUT WAS PROVIDED THROUGH PROVIDER AND COMMUNITY INTERVIEWS, TARGETED FOCUS GROUPS AND A COMMUNITY HEALTH SURVEY. HEALTH NEEDS WERE PRIORITIZED AND ADDRESSED BASED ON HEALTH STATUS FINDINGS AND COMMUNITY INPUT. THE CHNA IS A COMPONENT OF THE ORGANIZATIONS STRATEGIC PLANNING PROCESS AS RESOURCES ARE NECESSARY TO IMPLEMENT STRATEGIES OUTLINED FOR PRIORITIES IDENTIFIED. THE NORTON KING'S DAUGHTERS' HEALTH'S BOARD OF TRUSTEES AS WELL AS THE LEADERSHIP OF NORTON KING'S DAUGHTERS' HEALTH, AND THE HOSPITAL CHIEF ADMINSTRATIVE OFFICER HAVE APPROVED THE ASSESSMENT AND IMPLEMENTATION PLAN. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Signage is posted in all Norton Healthcare, Inc. (NHC) hospital facilities, including the admission area and emergency room, providing information on the ability to apply for financial assistance and to seek help in paying your bill. The signage at Norton-King's Daughters' Health, Inc. is translated into two languages and are contained on the same poster. The languages are English and Spanish. At the time of registration, the Patient Access/Registration department discusses with the patient the financial assistance/charity options, guidelines, and provides assistance as needed in filling out a financial assistance application and answering questions. Additional questions from the patient/guarantor can be facilitated through the NHC Single Billing Office (SBO) area, Customer Service, and NHC vendors. NHC has created a number of different options for the patient/guarantor to supply the information/application for financial assistance to NHC. Those various methods of delivery include: in person, by mail, by fax, on-line application submission via the website, and by specific email address. These various options are publicized and made known to the patient. In 2023 statements mailed to the guarantors by Norton Hospitals, Inc. (NHI) contained information to start the financial assistance application process Norton-King's Daughters' Health, Inc. employs an outside eligibility vendor, ClaimAid. All self-pay accounts for the facilities are placed for eligibility screening with ClaimAid. They screen for NHC financial assistance, Medicaid, Medicaid Managed Care organizations, presumptive eligibility. In addition, they may provide education and referral assistance to the appropriate county/state departments for food stamps, rent assistance, heating assistance, etc. The process of completing the application is often performed by ClaimAid. They protect filing deadlines by submitting the appropriate forms to the state/county. They follow up to with a state caseworker as needed. All of the services provided by ClaimAid are at no cost to the patient. Cost to the hospitals for these eligibility and enrollment services was in excess of $253,000 in 2023. NHC has a staff of 11 full-time employees including a supervisor that are dedicated to performing the following functions: processing, reviewing, and approving the hundreds of financial assistance applications received each week. Additionally, some of those employees make out-bound calls to solicit financial assistance information needed to process the patient's application. Financial assistance for Norton financial assistance is not limited to the self-pay population. Even patients with insurance coverage are encouraged to apply for assistance so their deductible, co-payments, and co-insurance amounts are covered under the various assistance programs. Financial counselors/social workers at the facilities are educated and trained to assist with counseling patients to determine and explain our financial assistance programs. They continue to receive on-going education throughout the entire year regarding eligibility changes and additions for Norton financial assistance, DSH/KCHIP, Medicaid, Medicaid Managed Care organization, presumptive eligibility, etc. Charity information was provided on the back of the SBO statement. NHI ensures that all patients were made aware of financial assistance regardless of where the patient's account may have been in the collection cycle. Even if the patient/guarantor had not previously availed themselves of the opportunity to apply for financial assistance and decided they will now cooperate, NKDH then allowed the patient/guarantor to apply and be approved if they met the qualifications. Financial assistance notifications and applications were made available to the patient/guarantor via telephone, face to face meetings, website, mail, electronically, etc. Primary collection agencies chosen by NHI include with their initial placement letter an insert of a copy of a financial assistance application for the guarantor to complete. Calls resulting from notification correspondence sent by the collection agencies may be routed to Spanish-speaking Customer Service representatives or patient/guarantors may also request an interpreter service to assist in facilitating information regarding financial assistance. NHI has translated the full financial assistance policy, financial assistance applications, billing and collection policy and the plain language summary into five languages: English, Spanish, Vietnamese, Croatian, and Arabic. NHI's Customer Service department routinely instructs and screens patients in the protocol regarding financial assistance through the Norton financial assistance program. Since 2023, NHI has offered at the time of final billing all true hospital self-pay patients a significant discount off of the total charges that were reflected on their monthly statements and the amount due. Contracted collection agencies are required to solicit financial assistance applications when the patient/guarantor indicates "cannot pay". The statement provided by NHI in 2023 included the link to the NHC website to allow the patient/guarantor to learn more about financial assistance The statement backer also included a QR code that connects the patient to our financial assistance webpage where the patient can apply online or download an application. The statement backer also provided instructions on where the patient can send their completed application; options include mailing, faxing, or bringing the application directly to the facilities, or emailing the form to PFS. The statement also included a phone number to call to learn more about the application process and discuss financial assistance options. Schedule H, Part VI, Line 4 Community information PRIMARY SERVICE AREA - NORTON KING'S DAUGHTERS' HEALTH'S (NKDH) PRIMARY SERVICE AREA POPULATION IS OVER 95,000 AND EXPECTED TO INCREASE 2% BETWEEN 2024 AND 2029. THE PRIMARY SERVICE AREA INCLUDES AN AREA INCLUSIVE OF 5 COUNTIES, 2 OF WHICH ARE LOCATED ALONG THE OHIO RIVER BORDER IN KENTUCKY, 2 BORDER THE RIVER IN INDIANA, AND INCLUDES 1 ADDITIONAL INDIANA COUNTY THAT DOES NOT BORDER THE OHIO RIVER. APPROXIMATELY 35% OF THE POPULATION IS OVER 55 YEARS OLD; COMPARED TO 30% IN THE USA. THIS PORTION OF THE POPULATION TENDS TO USE ADDITIONAL HEALTHCARE SERVICES. THE PEDIATRIC POPULATION IN 2024 WAS ESTIMATED AT 21,048 AND IS EXPECTED TO DECREASE TO 20,689 WITHIN 5 YEARS AND REPRESENTS 21% OF THE POPULATION. THE NUMBER OF HOUSEHOLDS IN THE PRIMARY SERVICE AREA WAS ESTIMATED AT 37,514 IN 2024 AND IS EXPECTED TO INCREASE 2% BY 2029. THE UNEMPLOYMENT RATE IS APPROXIMATELY 3%. CURRENTLY 12% OF THE ADULT POPULATION DOES NOT HAVE A HIGH SCHOOL DEGREE AND 18% HAVE A HOUSEHOLD INCOME THAT IS LESS THAN $25,000 A YEAR; THE MEDIAN HOUSEHOLD INCOME IS $68,163 COMPARED TO $74,580 FOR THE UNITED STATES. NKDH'S PRIMARY SERVICE AREA'S POPULATION IS 31% URBAN AND 69% RURAL. TWO AREAS WITHIN JEFFERSON COUNTY HAVE BEEN DESIGNATED AS MEDICALLY UNDERSERVED AREAS BY THE HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA). THE HRSA IS THE PRIMARY FEDERAL AGENCY FOR IMPROVING HEALTH CARE FOR PEOPLE WHO ARE ECONOMICALLY AND MEDICALLY VULNERABLE. IT WORKS WITH STATE PARTNERS TO DETERMINE AREAS WITH TOO FEW PRIMARY CARE, DENTAL AND MENTAL HEALTH PROVIDERS AND SERVICES. THERE ARE LIMITED FEDERAL RESOURCES, SO THE DESIGNATION HELPS TO PRIORITIZE AND FOCUS RESOURCES TO AREAS WITH THIS DESIGNATION. SECONDARY SERVICE AREA - NORTON KING'S DAUGHTERS' HEALTH'S SECONDARY SERVICE AREA INCLUDES 5 COUNTIES. NKDH's SECONDARY SERVICE AREA POPULATION WAS 195,148 IN 2024 AND IS EXPECTED TO INCREASE 4 % BETWEEN 2024 AND 2029. THE SECONDARY SERVICE AREA SPREADS ACROSS 1 KENTUCKY COUNTY AND 4 INDIANA COUNTIES. THE 55+ AGE COHORT REPRESENTS 32% OF THE SECONDARY SERVICE AREA POPULATION AND IS ABOVE THE 30% 55+ PERCENTAGE IN THE UNITED STATES. THE PEDIATRIC POPULATION IN 2024 WAS ESTIMATED AT 43,291 AND EXPECTED TO SLIGHTLY INCREASE TO 43,367 BY 2029. ALTHOUGH THE PEDIATRIC POPULATION IS EXPECTED TO REMAIN RELATIVELY FLAT (LESS THAN 1% GROWTH), THERE IS A NEED FOR CHILDREN TO HAVE APPROPRIATE ACCESS TO CARE IN THE RURAL AREAS OF KENTUCKY. THE NUMBER OF HOUSEHOLDS IN THE SECONDARY SERVICE AREA WAS ESTIMATED AT 77,926 IN 2024 AND IS EXPECTED TO INCREASE 4.1% BY 2029. ALMOST 15,000 ADULTS IN THIS SERVICE AREA DO NOT HAVE A HIGH SCHOOL EDUCATION AND THE AVERAGE HOUSEHOLD INCOME IS UNDER $25,000 FOR 16% OF THE POPULATION. THE UNEMPLOYMENT RATE IS APPROXIMATELY 3%. THE MEDIAN HOUSEHOLD INCOME IS 67,078, 2% LESS THAN THE PRIMARY SERVICE AREA AVERAGE HOUSEHOLD INCOME. NKDH'S SECONDARY SERVICE AREA'S POPULATION IS 58% SUBURBAN AND 42% RURAL. Schedule H, Part VI, Line 5 Promotion of community health THE MAJORITY OF HOSPITAL'S BOARD OF DIRECTORS IS COMPRISED OF INDIVIDUALS WHO LIVE AND WORK IN THE HOSPITAL SERVICES AREA. THE MAJORITY OF THESE INDIVIDUALS ARE NEITHER EMPLOYEES, NOR CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS THEREOF. THE HOSPITAL EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY FOR SOME OR ALL OF ITS DEPARTMENTS. THE ORGANIZATION ALSO APPLIES A PORTION OF SURPLUS FUNDS TO IMPROVEMENTS IN PATIENT CARE. HISTORICALLY, THE HOSPITAL HAS EMPLOYED A FULL TIME COMMUNITY WELLNESS COORDINATOR. THIS POSITION PROVIDES OUTREACH SERVICES IN AREAS OF NEED TO THE COMMUNITIES WE SERVE. IN ADDITION TO THESE SERVICES, THE HOSPITAL ALSO SERVES AS THE FISCAL AGENT FOR VARIOUS GRANTS. ALL OF THESE SERVICES HELP US MEET THE IDENTIFIED NEEDS OF THE COMMUNITIES WE SERVE. PARTICIPATION IN THE BELOW COMMUNITY ORGANIZATIONS IS PART OF THE HOSPITAL'S INDIANA STATE DEPARTMENT OF HEALTH COMMUNITY BENEFIT PLAN AND GOALS. 2023 NORTON-KING'S DAUGHTERS' HEALTH OVERVIEW OF COMMUNITY BENEFIT ACTIVITIES - (1) HEALTH SCREENS / FAIRS - Screened 115 people at a free skin cancer screen held in May. Education material and sunscreen were also distributed. Offered free colorectal screening kits at provider offices and the cancer center during the month of March. Participated in the Jefferson County 4-H Fair. Health education information was provided. Offered blood pressure checks at the House of Hope food pantry quarterly in 2023. Averaged 25 participants at each event. Attended a community baby shower event for new moms, providing pre/post-natal education. Attended a high school girls Wellness fair, offering education information for teens and nutrition. Participated in a Military Appreciation event offering Wellness and Tobacco education information. Over 100 Veteran's and spouses attended. Blood pressure checks were offered. (2) CORPORATE FLU SHOTS - One corporate flu shot clinic was held in 2023. (3) COMMUNITY HEALTH EDUCATION OPPORTUNITIES/CLASSES/SPECIAL EVENTS: HEALTH/WELLNESS SPEAKING ENGAGEMENTS - The Wellness Coordinator completed 40 community speaking engagements in 2023. These focused on Wellness and disease prevention topics such as; nutrition, heart disease, stress management, sun safety, physical activity, self-defense, etc. (4) FIT KIDS PROGRAM - Interactive health education program for area 5th grade classrooms. All four lessons include take home challenges and guardian information focused on exercise and healthy eating. Offered the program to 5 school systems and reached 15 different 5th grade classes (346 total students and teachers). (5) SELF-DEFENSE - Provided two women's safe and self-defense workshops. (6) TOBACCO CESSATION & EDUCATION - Norton King's Daughters' Health employs a full time state grant funded Tobacco Coordinator. 2023 accomplishments include: 1,181 electronic patient referrals to the IN Quitline in 2023; NKDH Mother Baby services provided tobacco free cessation education to new moms with resources and incentives; NKDH Cancer Treatment Center provides tobacco resources for cancer patients and has a Tobacco Treatment Specialist on staff; Provided physician offices with folders for patients that include cessation resources and staff were trained to make Quitline referrals; Collaborated with Southwestern School Corporation to start a Voice program. Voice is a youth-led tobacco initiative, which educates youth on tobacco marketing and dangers of tobacco. In addition, work is taking place with the school on policy change and programs to assist youth when they are caught with tobacco products.; Provided tobacco resources to low income mothers working with county WIC services and Life Choices Clinic (pregnancy crisis clinic).; Partnered with the NKDH Cancer Center to provide tobacco quit resource kits to a local employer, the Salvation Army, and the House of Hope food pantry during the Great American Smokeout; Hosted a Hidden in Plain Sight Backpack training for youth serving organizations; Hosted a Community Conversation to review the results of the 2022 Youth Tobacco Survey. (7) CPR AND FIRST AID CLASSES - NKDH serves as an AHA provider site hosting a variety of trainings for employees and community members. Training included ACLS/Instructor and Provider; BLS/Instructor and Provider; Heartsaver/CPR AED, First Aid, K-12 schools, Instructor, and Pediatric ; PALS/Instructor and Provider . In 2023, a total of 1,054 people received training and an e-completion card. (8) PRENATAL EDUCATION - OB Prep Program - 324 expecting mothers participated in an educational prep visit prior to delivery. In addition, eight couples attended the childbirth class series. Sixteen mothers participated in breastfeeding consultations and one came to a breast pumping education class. (9) MONTHLY "TO YOUR HEALTH" PODCAST - 30-minute education podcast with various health topics was offered monthly on a local radio station and available to listen on the hospitals' website. (10)NKDH RUN THE FALLS 5K WALK/RUN - 243 walkers and runners participated in this community 5K hosted by NKDH. (11) CANCER SUPPORT ACTIVITES - Hosted a Cancer Survivorship Seminar in September with approximately 50 people in attendance. Provided free sunscreen to golfers and volunteers at the Norton KDH golf benefit event. Provided free sunscreen to local music festival attendees. (12) EMPLOYEE HEALTH OPPORTUNITIES FOR NKDH STAFF - Wellness newsletters and calendars provided to staff. Employee Assistance Program available free for staff and dependents. Free Nicotine Replacement Therapy products for staff when requested. Stress management information provided to all staff. (13) COMMUNITY SERVICE ACTIVITIES: ACTIVE ATTENDANCE AND PARTICIPATION IN THE FOLLOWING COMMUNITY COALITIONS/GROUPS - Jefferson County Justice Treatment and Prevention Coalition (JCJTaP); Jefferson County United Way Board; Madison Consolidated Schools Wellness Committee; Purdue Extension Health and Human Services Board Purdue Extension Advisory Board; Prevent Child Abuse of Jefferson County Board; Court Appointed Special Advocates of Jefferson County Board (CASA); Indiana Hospital Association Board; Trilogy Health Campus Advisory Board; Local Emergency Planning Committee; 911 Advisory Board; Emergency Management Association Board; District 9 Healthcare Coalition; Advisory Board for Hanover College's DPT program; Ivy Tech Medical Assistant Advisory Board; Ivy Tech Advisory Board; Jefferson County SART; Jefferson County Child's Advocacy Center (CAC) Case Review Committee; Partner and host site for the Leadership Jefferson County program (14) EMS STAND-BY AT VARIOUS COMMUNITY ACTIVITIES - EMS provides stand-by coverage at a variety of populated Jefferson County activities. (15) ATHLETIC TRAINING/REHAB SERVICES - Sports medicine services were provided to three Jefferson County schools. (16) SUPPORT TO VARIOUS AREA SCHOOLS WITH INTERNSHIPS - A total of 224 high school and college students were hosted for job shadow opportunities or structured Internships in 2023. In addition, 10 high school students participate in the NKDH hosted Medical Explorers program. (17) ART OF HEALING EXHIBIT - Host a quarterly art show for the Madison Art Club. Various paintings are on display in the hospital Cafe as part of the on-going Art of Healing Exhibit. (18) HEALTHY COMMUNITIES INITIATIVE (HCI): Efforts are led by Norton King's Daughters' Health which include a paid coordinator funded by the NKDH Foundation. HCI is comprised of three teams which include NKDH staff and community members. 2023 HCI Team Accomplishments - Substance Abuse Team: - Hosted a Rally for Recovery event including the showing of the movie The Addicts Wake; Supported the local Recovery Cafe, a substance abuse support facility; Maintained a resource list for substance abuse recovery meetings in the community; Worked with the local health department to host a drug drop off event for expired/unused medications and syringes. Mental Health/Zero Suicide Team: - Recognized Mental Health Awareness Month and Suicide Awareness Month; Hosted a Youth Worker Cafe training; Distributed gun locks for suicide and accidental death prevention at a community event; Helped to promote the Out of the Darkness suicide awareness walk; Hosted a conference for Resilient Jefferson County. This project focuses on the Adverse Childhood Experiences (ACEs) initiative. An ACE training was also held. Healthy Lifestyles Team: (Overweight/Obesity, Tobacco, Chronic Disease) - Hosted a large Community Health Fair which included 17 booths offering health information and resources. In addition, free health screens, healthy snacks, and door prizes were provided.; Hosted a Healthy Youth Tailgate Party( over 250 youth and guardians). A total of 17 agencies and 50 volunteers offered games/activities that offered health resources and education. Schedule H, Part VI, Line 6 Affiliated health care system NORTON HEALTHCARE, INC. (THE CONTROLLING COMPANY) AND ITS AFFILIATES, INCLUDING NORTON HOSPITALS, INC., NORTON PROPERTIES, INC., COMMUNITY MEDICAL ASSOCIATES, INC., NORTON PHARMACIES, PLLC, THE CHILDREN'S HOSPITAL FOUNDATION, INC., NORTON HEALTHCARE FOUNDATION, INC., AND NORTON ENTERPRISES, INC. OPERATE IN THE LOUISVILLE, KENTUCKY METROPOLITAN AREA AND THE OPERATIONS OF THE AFFILIATED HEALTHCARE SYSTEM INCLUDE 1,907 LICENSED BEDS, OVER 300 PHYSICIAN PRACTICE LOCATIONS, AND 18 NORTON IMMEDIATE CARE CENTER LOCATIONS, AND OTHER ANCILLARY HEALTH CARE SERVICES. Norton Healthcare - Indiana, Inc. is an affiliate of NHC and operates Norton King's Daughters' Hospital in Madison IN, Norton Clark Hospital in Jeffersonville, IN, and Norton Scott Hospital in Scottsburg, IN. Norton King's Daughters' Hospital has 86 licensed beds and 8 physician practice and other ancillary health care service locations. Norton Clark Hospital has 236 licensed beds and includes two medical office buildings and an outpatient surgery center. Norton Scott Hospital is a 25 bed critical access hospital. true IHA HOSPITAL ASSISTANCE FOUNDATION 500 NORTH MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46204 455573749 501 (C)(3) 5558 GENERAL DONATION TO SUPPORT THE FOUNDATION - TO AID INDIANA HOSPITALS IN IMPROVING ACCESS TO QUALITY HEALTH CARE FOR INDIVIDUALS WHO ARE POOR, UNINSURED OR ENROLLED IN THE MEDICAID OR MEDICARE PROGRAMS 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. FUNDS ARE NOT GRANTED BUT ARE DONATED. DONATIONS ARE DETERMINED ON A DISCRETIONARY BASIS. X true true false true false false false false false true false Robert B Azar Board Secretary 0 630680 0 266833 0 124071 0 150278 0 19598 0 1191460 0 0 Adam Kempf Board Treasurer 0 755209 0 281470 0 105026 0 175860 0 47203 0 1364768 0 63188 Jonathan Hanson MD Physician/Board Member 234665 0 225460 0 2684 0 13200 0 19287 0 495296 0 0 0 Michael Israel MD Physician/Board Member 248274 0 184911 0 2472 0 13200 0 11523 0 460380 0 0 0 Scott Watkins Board Member 0 467995 0 200053 0 96208 0 125791 0 32480 0 922527 0 52800 Carol Dozier President/CEO 426629 0 40000 0 83148 0 83400 0 4960 0 638137 0 0 0 Denine Fallis-Hallgarth VP Physician Services 169674 0 0 0 24060 0 7032 0 5815 0 206581 0 0 0 John Price CFO - NKDH 270131 0 20000 0 3927 0 47819 0 13653 0 355530 0 0 0 George Alcorn MD Physician 279185 0 431243 0 7778 0 13200 0 19360 0 750766 0 0 0 Thomas Eckert MD Physician 422627 0 211819 0 6640 0 13200 0 7301 0 661587 0 0 0 Kenneth Mackinlay MD Physician 637111 0 200095 0 23648 0 13200 0 18616 0 892670 0 0 0 Nathan Polley MD Physician 617853 0 818231 0 4654 0 13200 0 19219 0 1473157 0 0 0 Raymonda Stevens MD Physician 443458 0 442295 0 1104 0 13200 0 1118 0 901175 0 0 0 Schedule J, Part I, Line 1a Discretionary spending account THE INTERESTED PERSON LISTED BELOW RECEIVED THE BENEFIT OF A DISCRETIONARY SPENDING ACCOUNT IN 2023: Carol Dozier Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The President/CEO, Vice President of Finance/CFO, and Vice President of Inpatient Services/Chief Nursing Officer are paid by a related organization, Norton Healthcare Inc. Norton Healthcare, Inc. (NHC) engages an outside independent compensation consultant, Gallagher, to provide comparability data on total compensation for similar positions at health systems and hospital organizations similar in size, scope of services, and circumstances, including review of other health systems and hospital organizations that have filed Form 990s. In addition, Norton Healthcare, Inc. participates in third party surveys which provide aggregate, comparative compensation data for officers and key employees in similar positions at similar organizations. Compensation for the Vice-President on Physician Services is paid by Norton-King's Daughters' Health, Inc. The pay rate is established by a related organization, Norton Healthcare Inc. (NHC). Norton Healthcare, Inc. (NHC) engages an outside independent compensation consultant, Gallagher, to provide comparability data on total compensation for similar positions at health systems and hospital organizations similar in size, scope of services, and circumstances, including review of other health systems and hospital organizations that have filed Form 990s. In addition, Norton Healthcare, Inc. participates in third party surveys which provide aggregate, comparative compensation data for officers and key employees in similar positions at similar organizations. 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. 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 Carol Dozier - $63,600 Robert Azar - $127,409 Adam Kempf - $153,943 Scott Watkins - $92,427 THE "PAYMENT RECEIVED" OUTLINED BELOW REPRESENTS CASH PAYMENTS THAT THE EMPLOYEE RECEIVED DURING 2023 AND CAN BE COMPRISED OF Current and or PRIOR YEARS EMPLOYEE AND EMPLOYER CONTRIBUTIONS. NAME - PAYMENT RECEIVED Robert Azar - $68,880 Adam Kempf - $63,188 Scott Watkins - $52,800 Schedule J, Part I, Line 7 Non-fixed payments PHYSICIANS ARE ELIGIBLE FOR INCENTIVE COMPENSATION. THE PHYSICIAN IS COMPENSATED FOR EACH WORK RVU PERFORMED DURING THE CALENDAR YEAR IN EXCESS OF THE PHYSICIAN'S WORK RVU INCENTIVE THRESHOLD FOR THE CALENDAR YEAR MULTIPLIED BY THE INCENTIVE RVU PAYMENT. NON-PHYSICIAN BONUS COMPENSATION IS DISCRETIONARY, SOLEY UP TO THE BOARD OF MANAGERS, AND THE CALCULATION FOR SAID BONUS COMPENSATION VARIES FROM YEAR TO YEAR. SUSON LYONS FAMILY MEMBER OF KEY EMPLOYEE DENINE FALLIS-HALLGARTH 14610 EMPLOYMENT COMPENSATION false Form 990, Part V, Line 1a VENDORS REPORTED ON FORM 1096 NORTON HEALTHCARE, INC. (NHC) EIN 61-1028725 IS THE COMMON PAYING AGENT FOR Norton King's Daughters' Health (NKDH) AND THEREFORE, ALL VENDORS, INCLUDING INDEPENDENT CONTRACTORS ARE PAID BY NHC ON BEHALF OF NKDH FOR PURPOSES OF PART V, LINE 1, THE NUMBER OF 1099S REPORTED AND FILED FOR 2023 BY NHC FOR NKDH WAS 73. NKDH HAS 31 INDEPENDENT CONTRACTORS EXCEEDING $100,000 FOR 2023. Form 990, Part VI, Line 6 Classes of members or stockholders BETHANY HOLDING, LLC., AN INDIANA LIMITED LIABILITY COMPANY, IS THE SOLE MEMBER OF THE CORPORATION (THE "CORPORATE MEMBER"). NOTWITHSTANDING THE FOREGOING, ALL RIGHTS, POWER AND AUTHORITY OF BETHANY HOLDING, LLC IN ITS CAPACITY AS THE MEMBER OF THE CORPORATION, WHETHER SET FORTH IN THE ARTICLES OF INCORPORATION, THESE BYLAWS, OR UNDER LAW, SHALL BE VESTED IN, AND EXCLUSIVELY EXERCISED BY, NORTON HEALTHCARE - INDIANA, INC, AN INDIANA NONPROFIT CORPORATION WHICH IS THE SOLE MEMBER OF BETHANY HOLDING, LLC. NORTON HEALTHCARE, INC., A KENTUCKY NONPROFIT CORPORATION IS THE SOLE CORPORATE MEMBER OF NORTON HEALTHCARE - INDIANA, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD OF TRUSTEES OF NORTON HEALTHCARE - INDIANA, INC. SHALL APPOINT ALL TRUSTEES. IN ADDITION, THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION SHALL SERVE AS AN EX-OFFICIO MEMBER OF THE BOARD OF TRUSTEES. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER SHALL HAVE VOTING RIGHTS IN THAT PERSON'S CAPACITY AS A MEMBER OF THE BOARD OF TRUSTEES AND ANY COMMITTEE ON WHICH THEY SERVE. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders NOT WITHSTANDING ANY OTHER PROVISION OF THE BYLAWS, THE FOLLOWING POWERS ARE RESERVED TO THE NORTON-HEALTHCARE, INDIANA, INC., IN ITS CAPACITY AS THE SOLE MEMBER OF BETHANY HOLDING LLC, AND MAY BE EXERCISED EXCLUSIVELY BY NORTON HEALTHCARE-INDIANA, INC. AND MAY NOT BE TAKEN BY THE CORPORATION WITHOUT THE PRIOR CONSENT OF NORTON HEALTHCARE-INDIANA, INC.: A. ADOPTING ANY AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OF THE CORPORATION, INCLUDING TO MODIFY THE POWERS OF OR TO ELIMININATE IN ENTIRETY THE BOARD OF TRUSTEES B. ADOPTING ANY AMENDMENT OR RESTATEMENT OF THESE BYLAWS C. DETERMINING THE CORPORATION'S VISION, MISSION AND GOALS D. ADOPTING OR MODIFYING THE STRATEGIC PLAN OF THE CORPORATION E. APPOINTING AND REMOVING TRUSTEES F. APPOINTING AND REMOVING THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, THE SECRETARY AND THE TREASURER OF THE CORPORATION AND ESTABLISHING THEIR COMPENSATION AND OTHER TERMS OF EMPLOYMENT BY THE CORPORATION, SUBJECT TO THE TERMS OF THE AFFILIATION AGREEMENT AND THE EMPLOYMENT AGREEMENT WITH SUCH INDIVIDUAL, IF ANY. G. ADOPTING THE ANNUAL OPERATING AND CAPITAL PLANS AND BUDGETS OF THE CORPORATION, SUBJECT TO THE TERMS OF THE AFFILIATION AGREEMENT WITH RESPECT THERETO, AND EXPENDITURE IN EXCESS OF CURRENT BUDGETS H. THE CORPORATION ENTERING INTO, AMENDING, OR TERMINATING, ANY TRANSACTIONS THAT (i) WILL RESULT IN THE ACQUISITION, RENOVATION OR IMPROVEMENT OF AN ASSET, OR THE SALE, LEASE, ENCUMBRANCE OR DISPOSAL OF AN ASSET WHERE (ii) THE AMOUNT OF SUCH TRANSACTION EXCEEDS $100,000, SUBJECT TO TERMS OF THE AFFILIATION AGREEMENT WITH RESPECT THERETO I. THE CORPORATION ESTABLISHING ORGANIZATIONL RELATIONSHIPS, INCLUDING WITHOUT LIMITATION, PARTNERSHIPS OR JOINT VENTURES, AND THE DISSOLUTION OF ANY SUCH ORGANIZATIONAL RELATIONSHIPS J. ENTERING INTO ANY AGREEMENT WITH RESPECT TO A MERGER, CONSOLIDATION, DISSOULTIONS OR OTHER FUNDAMENTAL CORPORATE REORGANIZATION OF THE CORPORATION K. INCURRENCE OF DEBT BY THE CORPORATION L. ANY MATTER THAT MAY ADVERSELY IMPACT THE TAX EXEMPT STATUS OF THE CORPORATION OR OF NORTON HEALTHCARE-INDIANA, INC. OR ANY OF ITS AFFILIATES IN THE SOLE DISCRETION OF NORTON HEALTHCARE-INDIANA, INC. M. ANY MATTER FOR WHICH THE BOARD IS AUTHORIZED TO MAKE RECOMMENDATIONS TO NORTON HEALTHCARE-INDIANA, INC. AS SET FORTH IN SECTION 4.1 OF THE BYLAWS. SUCH RECOMMENDATIONS INCLUDE THE FOLLOWING: * NUMBER OF TRUSTEE POSITIONS * APPOINTMENT OF MEMBERS TO THE BOARD OF TRUSTEES * APPROVAL OF OPERATING AND CAPITAL BUDGETS * AMENDING/ALTERING/ REPEALING/RESTATING THE ARTICLES OF INCORPORATION OR BYLAWS * APPROVING THE ACQUISITION OF SUBSTANTIALLY ALL OF THE ASSETS OF ANOTHER ORGANIZATION * ADOPTING A PLAN OF MERGER OR PLAN OF CONSOLIDATION, AUTHORIZING THE SALE/LEASE/EXCHANGE/MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION, AUTHORIZING THE VOLUNTARY DISSOLTION OF THE CORPORATION, ADOPT A PLAN FOR THE DISTRIBUTION OF THE ASSETS OF THE CORPORATION OR ANY SIMILAR TRANSACTION Form 990, Part VI, Line 11b Review of form 990 by governing body NORTON-KING'S DAUGHTERS' HEALTH, INC.'S FORM 990 WAS REVIEWED BY ITS PARENT COMPANY'S BOARD OF TRUSTEES AND FINANCE COMMITTEE. AT THE OCTOBER 3, 2024 NORTON HEALTHCARE, INC. (NHC) FINANCE COMMITTEE MEETING AND AT THE OCTOBER 17, 2024 NHC BOARD OF TRUSTEES MEETING, THE 990S WERE DISCUSSED AND COMMITTEE MEMBERS AND TRUSTEES HAD AN OPPORTUNITY TO ASK QUESTIONS. COINCIDING WITH THE FINANCE COMMITTEE MEETING, ELECTRONIC COPIES OF THE 990S WERE MADE AVAILABLE TO ALL MEMBERS OF THE FINANCE COMMITTEE AND BOARD OF TRUSTEES THROUGH THE DIRECTORS PORTAL SITE, PRIOR TO THE FILING WITH THE IRS. NHC IS THE PARENT OF COMMUNITY MEDICAL ASSOCIATES, INC., NORTON HOSPITALS, INC. , NORTON PROPERTIES, INC., NORTON HEALTHCARE FOUNDATION, INC., THE CHILDREN'S HOSPITAL FOUNDATION, INC., NORTON KING'S DAUGHTERS' HEALTH, INC. AND NORTON HEALTHCARE-INDIANA, INC. Form 990, Part VI, Line 12c Conflict of interest policy NORTON-KING'S DAUGHTERS' HEALTH, INC. HAS A FORMAL CONFLICT OF INTEREST POLICY. THIS POLICY REQIRES EACH MEMBER OF THE BOARD OF DIRECTORS TO ANNUALLY DISCLOSE INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICT. THE PURPOSE OF THIS CONFLICT OF INTEREST POLICY IS TO PROTECT NORTON - KING'S DAUGHTERS' HEALTH, INC.'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR TRUSTEE OF THE CORPORATION. AFTER DISCLOSURE OF THE INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THEN THE PROCEDURES UNDER C. (WHICH FOLLOWS), SHALL BE FOLLOWED. IF THE BOARD OR COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST DOES NOT EXIST, THE TRUSTEE MAY PARTICIPATE IN CONSIDERATION OF THE MATTER AS USUAL. THE PROCEDURE FOR ADDRESSING THE CONFLICT OF INTEREST IS - A. THE CHAIR OF THE BOARD OF TRUSTEES OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. B. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF TRUSTEES OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. C. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE, THE BOARD OF TRUSTEES OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION, AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. Form 990, Part VI, Line 15a Process to establish compensation of top management official The President/CEO, Vice President of Finance/CFO, and the Vice President of Inpatient Services/Chief Nursing Officer are paid by a related organization, Norton Healthcare Inc. Norton Healthcare, Inc. (NHC) engages an outside independent compensation consultant, Gallagher, to provide comparability data on total compensation for similar positions at health systems and hospital organizations similar in size, scope of services, and circumstances, including review of other health systems and hospital organizations that have filed Form 990s. In addition, Norton Healthcare, Inc. participates in third party surveys which provide aggregate, comparative compensation data for officers and key employees in similar positions at similar organizations. Compensation for the Vice-President on Physician Services is determined by Norton-King's Daughters' Health, Inc. and is established by the use of compensation survey data. Form 990, Part VI, Line 15b Process to establish compensation of other employees See narrative for line 15a above. 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 (E) Board Member Stipend Payments Norton Healthcare, Inc. (NHC) and Affiliates (Norton Hospitals, Inc., Community Medical Associates, Inc., Norton Properties, Inc., Norton Healthcare Foundation, Inc., The Children's Hospital Foundation, Inc., Norton King's Daughters' Health, Inc., and Norton Healthcare-Indiana, Inc.) encourages and facilitates Board member attendance at educational programs and conferences on subjects relevant to NHC. NHC's travel policy for Board of Trustees provides that for each Trustee that attends at least one out of town educational conference, a lump sum stipend will be paid to cover unreimbursed travel expense and other miscellaneous expenses associated with conference preparation, attendance or follow up. In compliance with IRS Regulations, NHC provides a Form 1099 to any Trustee that receives a stipend. These amounts have been reported in Part VII on the Form 990 as reportable compensation to the Trustee receiving stipends in 2023. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Total Revenue: 465251, Related or Exempt Function Revenue: 453708, Unrelated Business Revenue: 11543, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees CONTRACT LABOR - Total Expense: 8939573, Program Service Expense: 7033270, Management and General Expenses: 1902037, Fundraising Expenses: 4266; PROFESSIONAL FEES - Total Expense: 3318967, Program Service Expense: 3318967, Management and General Expenses: , Fundraising Expenses: ; FEES & SPECIAL SERVICES - Total Expense: 13818768, Program Service Expense: 9041729, Management and General Expenses: 4777039, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Other Changes in Temporarily Restricted Net Assets - -126448; NORTON HEALTHCARE INC ACCOUNTING 224 E BROADWAY 5TH FLOOR LOUISVILLE KY 40202 611028725 PROVIDE ADMINISTRATIVE AND SUPPORT SERVICES KY 501(c)(3) Type II NA false NORTON HOSPITALS INC ACCOUNTING 224 E BROADWAY 5TH FLOOR LOUISVILLE KY 40202 610703799 PROVIDE HOSPITAL SERVICES KY 501(c)(3) 3 NORTON HEALTHCARE INC false COMMUNITY MEDICAL ASSOCIATES INC ACCOUNTING 224 E BROADWAY 5TH FLOOR LOUISVILLE KY 40202 611276316 OPERATES A NETWORK OF PHYSICIAN PRACTICES KY 501(c)(3) 10 NORTON HEALTHCARE INC false NORTON PROPERTIES INC ACCOUNTING 224 E BROADWAY 5TH FLOOR LOUISVILLE KY 40202 611028724 MAINTAINS OFFICE AND PARKING FACILITIES KY 501(c)(3) Type I NORTON HEALTHCARE INC false THE CHILDREN'S HOSPITAL FOUNDATION INC ACCOUNTING 224 E BROADWAY 5TH FLOOR LOUISVILLE KY 40202 616027530 GENERATE FUNDS TO SUPPORT PROGRAMS AND SERVICES KY 501(c)(3) 7 NORTON HEALTHCARE INC false NORTON HEALTHCARE FOUNDATION INC ACCOUNTING 224 E BROADWAY 5TH FLOOR LOUISVILLE KY 40202 310914919 GENERATE FUNDS TO SUPPORT PROGRAMS AND SERVICES KY 501(c)(3) 7 NORTON HEALTHCARE INC false NORTON HEALTHCARE - INDIANA INC ACCOUNTING 224 E BROADWAY 5TH FLOOR LOUISVILLE KY 40202 850513259 OPERATE HOSPITAL AND OTHER HEALTHCARE FACILITIES IN 501(c)(3) 10 NORTON HEALTHCARE INC false NORTON ENTERPRISES INC (61-1054301) 224 E BROADWAY 5TH FLOOR LOUISVILLE KY 402022025 611054301 INVEST IN PARTNERSHIPS KY NORTON HEALTHCARE INC C Corporation false false false false false false false false false false true false false false false true false false true false