2025-11-06T15:17:27+00:00 2024-12-31 350921680 CROWE LLP 4801 Olympia Park Plaza Suite 4000 Louisville KY 402412098 990 2024-01-01 850513259 NORTON HEALTHCARE-INDIANA INC NORT 5026293409 ACCOUNTING 224 E BROADWAY 5TH FLOOR LOUISVILLE KY 402022025 Adam Kempf SRVP & CFO 5026298263 2025-11-06 true true RACHEL SPURLOCK P00520729 5023263996 2025-11-06 2024 2025-03-06 01:10:19Z Russell Cox 4967 US Highway 42 Suite 100 Louisville KY 40222 197595790 false X WWW.NORTONHEALTHCARE.COM X 2020 KY Norton Healthcare-Indiana, 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. 18 17 1881 41 0 69700 48396386 196288771 229568 569356 1007751 48965742 197595790 0 0 25667997 104484779 0 0 28999610 152852222 54667607 257337001 -5701865 -59741211 113664669 185055822 119366534 250498898 -5701865 -65443076 Norton Healthcare-Indiana, 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. false false 252646305 0 196818662 Norton Healthcare-Indiana, Inc. (NHC-IN) was formed to: I) provide on a tax-exempt basis, hospital or health care facilities and services for the care and treatment of ill and injured persons and those who otherwise require medical care and related services and the kind customarily furnished most effectively by hospitals or health care facilities; II) conduct educational activities related to rendering care to the sick and injured; III) promote and conduct scientific research related to the care of the sick and injured; IV) operate programs for the prevention of health care services. NHC-IN has a total of 261 licensed beds, Norton Clark Hospital, LLC - 236 beds and Norton Scott Hospital, LLC - 25 beds. These hospitals operate twenty-four (24) hours a day, seven (7) days a week. For the year ended December 31, 2024, NHC-IN's hospitals served 8,605 inpatients, 77,917 outpatients, 51,252 emergency department visits, and 4,278 observation cases. In addition, NHC-IN's operating rooms cared for 1,077 inpatient surgical patients and 3,244 outpatient surgical patients. Additionally, 936 deliveries were performed at NHC-IN. 252646305 true true false true false false false false false false true false false false true false false true false false false false false false false false true true false false true false false false false false false false false false false false false false false true true true false false false true 34 0 true 1881 true false false false false false false false false false false false false X 18 17 true false false false true true true true true false false false true true true true true true true true false false KY X Helena Schulz 5026298263 Accounting 224 E BROADWAY 5TH FL LOUISVILLE KY 402022025 Russell F Cox President & CEO/Trustee 1.0 49.0 X X 0 3633654 482184 Barry Pennybaker Trustee 1.0 3.5 X 0 2000 0 Craig D Grant Vice Chair 1.0 4.5 X 0 2000 0 Donald H Robinson Trustee 1.0 6.5 X 0 0 0 Edie Nixon Chair 1.0 15.5 X 0 2000 0 G Hunt Rounsavall Sr Trustee 1.0 6.5 X 0 2000 0 Gail Lyttle Trustee 1.0 3.5 X 0 2000 0 Gary L Stewart Trustee 1.0 6.5 X 0 2000 0 Gregory E Mayes Trustee 1.0 5.5 X 0 2000 0 James L Sublett MD Trustee (PARTIAL YEAR) 1.0 3.5 X 0 2000 0 Joe Craig Trustee 1.0 4.5 X 0 2000 0 Judge Denise Clayton Trustee 1.0 3.5 X 0 2000 0 Lee K Garlove Trustee 1.0 3.5 X 0 2000 0 Maria Hampton Trustee 1.0 3.5 X 0 2000 0 Maria L Bouvette Trustee 1.0 3.5 X 0 2000 0 Martha K Heyburn MD Trustee 1.0 3.5 X 0 2000 0 Richard R Ivey Trustee 1.0 3.5 X 0 2000 0 Ronald Lehocky MD Trustee 1.0 5.5 X 0 2000 0 Sue Davis EdD RN Trustee 1.0 5.5 X 0 2000 0 Adam Kempf Sr VP & CFAO 1.0 49.0 X 0 1418297 241646 Michael W Gough Exec VP and COO (partial year) 1.0 49.0 X 0 3200723 16296 Robert B Azar Sr VP Chief Legal Officer/Secretary 1.0 49.0 X 0 1125537 176992 Kathleen Exline Chief Administrative Officer 50.0 0 X 562695 0 95868 Benjamin Bjerke MD Physician 50.0 0 X 1056893 0 12113 Brent Walz MD Physician 50.0 0 X 775744 0 1181 Christoph Fuchs MD Physician 50.0 0 X 1166015 0 2036 Michelle England VP, Patient Care Service 50.0 0 X 209443 0 1181 Tiffany Hannigan NCMH Medical Director 50.0 0 X 279105 0 1777 4049895 9412211 1031274 193 false true false Ready Electric Company Inc 3300 Gilmore Industrial Blvd Louisville KY 40213 Electrical Work 3899798 Parallon Business Performance Group 1100 Dr MLK Jr Blvd Suite 1600 Nashville TN 37203 Consulting 2960011 Infinity Teleradiology LLC 17365 Lookout Dr Chagrin Falls OH 44023 Radiology Consulting 2612785 One Anesthesia PLLC PO Box 70354 Louisville KY 40270 Anesthesia Services 2592375 HHS Environmental Services LLC PO Box 734367 Dallas TX 753734367 Cleaning Services 2060566 56 69700 69700 Net Patient Revenue 621110 196288771 196288771 0 0 0 0 196288771 229568 229568 132340 132340 0 132340 132340 0 0 0 Cafeteria Income 722310 477860 477860 Call Services 621110 206063 206063 Miscellaneous Revenue 900099 133678 133678 57810 57810 0 0 875411 197595790 196818662 0 707428 X 658563 658563 83775671 83775671 4157602 4157602 9923091 9923091 5969852 5969852 141254 141254 297723 297723 44718152 44718152 0 0 3036327 3036327 5791585 5791585 65460 65460 140503 140503 8046673 8046673 Medical supplies 36019198 36019198 Allocated support 31271306 26580610 4690696 Provider tax expense 13611014 13611014 Repairs and maintenance 8078547 8078547 1634480 1634480 0 0 257337001 252646305 4690696 0 7953364 46160521 35292681 45505982 0 0 0 0 4546821 4176291 1869085 1672060 89381444 7296445 48913681 82084999 0 0 2483131 0 12605906 5455969 113664669 185055822 11510578 4971143 0 0 107855956 245527755 119366534 250498898 X -5701865 -65498765 55689 -5701865 -65443076 113664669 185055822 -59741211 0 X false true true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 15140 15140 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Norton Healthcare-Indiana, Inc. pays dues to the Indiana Hospital Association and to the American Hospital Association. A portion of these dues in the amount of $15,140 was spent by the Indiana Hospital Association and the American Hospital Association on lobbying. 3447787 3447787 40254348 2009801 38244547 39448046 5259243 34188803 6231263 27401 6203862 82084999 Federal Income Taxes Payable to Affiliate 239004407 Lease liabilities 3218076 Cost report payables 3305272 245527755 true true X true X 350 false 1508246 0 1508246 0.00586 8914710 7130257 1784453 0.00693 0 0.0 0 0 10422956 7130257 3292699 0.01280 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 0 0 10422956 7130257 3292699 0.01280 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 false 0 0 30833192 53804745 -22971553 X true true 2 2 Norton Clark Hospital 1220 Missouri Ave Jeffersonville IN 47130 https://nortonhealthcare.com/location/loc0000191946/ 24-005009-1 X X X A 1 Norton Scott Hospital 1451 N Gardner St Scottsburg IN 47170 https://nortonhealthcare.com/location/loc0000192177/ 23-004788-1 X X X A A 2 false true false false true X 350.0 0 X X X X X true true X X X true X www.nortonhealthcare.com/fap X www.nortonhealthcare.com/fap X www.nortonhealthcare.com/fap X X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 2 Norton Healthcare, Inc. (NHC) acquired Norton Clark Hospital (Clark) and Norton Scott Hospital (Scott) effective 9/29/2023. Clark and Scott were purchased from Lifepoint Health, which is a for-profit health system. Thus, Clark and Scott have transitioned to not-for-profit hospitals, consistent with all other NHC entities. Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - All Hospitals. Other eligibility criteria in addition to the criteria answered above would include as described in the financial assistance policy. *The patient does not qualify for subsidized coverage of government assistance such as Disproportionate Share Hospital, Children's Health Insurance Program, Medicaid, Medicaid Managed Care Organization, or Hoosier Healthcare. *To be eligible for assistance for non-emergent medically necessary care, a patient (or that patient's guarantor) mush be a resident of Kentucky, Indiana, Tennessee, Ohio, or Illinois. This residency requirement does not apply to emergency care. Schedule H, Part V, Section B, Line 16 Facility A, 1 Facility A, 1 - All Hospitals. See response to Part VI, Line 3: Patient Education of Eligibility for Assistance. 4 Norton Community Medical Associates - Endocrinology 130 Hunter Station Way Suite 101 Sellersburg IN 47172 Other Health Care Facility - Physician's Office Norton Community Medical Associates - Scottsburg 1461 N Gardner St Scottsburg IN 47170 Other Health Care Facility - Physician's Office Norton Rural Health Clinic 1465 N Gardner St Scottsburg IN 47170 Other Health Care Facility - Rural Health Clinic Norton Community Medical Associates - Jeffersonville Commons 2021 Mercy Way Suite 102 Jeffersonville IN 47130 Other Health Care Facility - Physician's Office Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care NORTON HEALTHCARE-INDIANA, INC. HAS A POLICY WHERE WE DISCOUNT CHARGES FOR ALL SELF-PAY PATIENTS WITH NO INSURANCE COVERAGE REGARDLESS OF INCOME QUALIFICATIONS. BECAUSE OF THIS POLICY, WE RESPONDED "NO" TO LINE 3B IN THAT WE DO NOT UTILIZE FEDERAL POVERTY GUIDELINES FOR PROVIDING DISCOUNTED CARE. Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance IF COSTS COULD BE DIRECTLY IDENTIFIED TO A PARTICULAR LINE, THEN THOSE DIRECT COSTS WERE UTILIZED. IF COSTS COULD NOT BE DIRECTLY IDENTIFIED, THEN A COST-TO-CHARGE RATIO WAS UTILIZED. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount In accordance with accounting guidance, bad debt is not presented as an expense, but is included as a reduction in net patient service revenue. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote In accordance with accounting guidance, bad debt is no longer an expense, but is included as a reduction in net patient service revenue. The following paragraph per the audited financial statements (page 19, Third paragraph) discusses the handling of patient deductible and coinsurance not paid by patients; "Generally, patients who are covered by third-party payors are responsible for patient responsibility balances, including deductibles and coinsurance, which vary in amount. The Corporation estimates the transaction price for patients with deductibles and coinsurance based on historical experience and current market conditions. The initial estimate of the transaction price is determined by reducing the standard charge by any explicit price concessions, discounts, and /or implicit price concessions. Subsequent changes to the estimate of the transaction price are generally recorded as adjustments to net patient service revenue in the period of change." Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The costing methodology used to determine the Medicare allowable cost was based on the Medicare principles used in completing the Medicare cost report. All cost reported came from the audited trial balance for the period of Norton Healthcare, Inc.'s ownership. Norton Healthcare-Indiana, Inc. (NHC-IN) accepts all Medicare patients with the knowledge that there may be shortfalls and operates to promote the Health of the community. NHC-IN believes that any Medicare shortfall should be treated as a Community Benefit because Medicare does not typically fully compensate NHC-IN for the cost of providing hospital care to Medicare beneficiaries. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance After the patient's initial screening for financial assistance, if it is believed that the patient qualifies for financial assistance; Norton Healthcare-Indiana, Inc. will not start collection efforts pending the patient submitting the necessary information to document meeting the financial assistance qualifications. If the patient submits the necessary documentation within a reasonable time period, then there will not be any collection efforts made to collect any amount from the patient. The patient may receive a statement/bill reflecting the amount due through the financial assistance application process pending the patient's financial assistance application, but there will be no collection efforts. Only after an attempt is made to contact the patient to obtain the necessary documentation for completing the financial assistance application and the patient not responding will collection efforts begin. There is ongoing effort throughout the collection process to screen for Medicaid eligibility, Disproportionate Share Hospital, and the need for providing financial assistance applications to patients. When a patient is approved for financial assistance, their account balance is written off. Schedule H, Part V, Section B, Line 16a FAP website A - Norton Clark Hospital: Line 16a URL: www.nortonhealthcare.com/fap; Schedule H, Part V, Section B, Line 16b FAP Application website A - Norton Clark Hospital: Line 16b URL: www.nortonhealthcare.com/fap; Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - Norton Clark Hospital: Line 16c URL: www.nortonhealthcare.com/fap; Schedule H, Part VI, Line 2 Needs assessment NORTON HEALTHCARE, INC. (NHC), THE PARENT COMPANY OF NORTON HEALTHCARE-INDIANA, INC. BEGAN CONDUCTING A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) FOR THE TWO INDIANA AREA HOSPITALS SHORTLY AFTER THEY WERE AQUIRED IN LATE 2023 TO BE PUBLISHED IN 2025. 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 HAS BEEN PROVIDED THROUGH PROVIDER AND COMMUNITY INTERVIEWS AND A COMMUNITY HEALTH SURVEY. HEALTH NEEDS WILL BE PRIORITIZED AND ADDRESSED BASED ON HEALTH STATUS FINDINGS AND COMMUNITY INPUT IN EARLY 2025. THE CHNA IS A COMPONENT OF THE ORGANIZATIONS STRATEGIC PLANNING PROCESS AS RESOURCES ARE NECESSARY TO IMPLEMENT STRATEGIES OUTLINED FOR PRIORITIES IDENTIFIED. THE LEADERSHIP OF NHC AND HOSPITAL CHIEF ADMINSTRATIVE OFFICER WILL APPROVE THE ASSESSMENT AND IMPLEMENTATION PLAN ONCE IT IS COMPLETED. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Signage is posted in all Norton Healthcare-Indiana, Inc. hospital facilities, including the admission area and emergency room, providing information on the ability to apply for financial assistance and to seek help in paying your bill. The signage is translated in five languages and all languages are contained on the same poster. The languages are: English, Spanish, Vietnamese, Croatian, and Arabic. At the time of registration, the Patient Access/Registration department discusses with the patient the financial assistance/charity options, guidelines, and provides assistance as needed in filling out a financial assistance application and answering questions. Additional questions from the patient/guarantor can be facilitated through the Norton Healthcare, Inc. (NHC) Billing Office and Customer Service. 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. Norton Clark Hospital (Clark) and Norton Scott (Scott) Hospital utilize internal staff to screen all uninsured patients 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 internal staff. They protect filing deadlines by submitting the appropriate forms to the state/county. They follow up with a state caseworker as needed. NHC has staff that is dedicated to performing the following functions: processing, reviewing, and approving financial assistance applications received. Additionally, some of those employees make out-bound calls to solicit financial assistance information needed to process the patient's application. Financial assistance for NHC 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 NHC financial assistance, Medicaid, Medicaid Managed Care organization, presumptive eligibility, etc. Charity information was provided on the front of the billing statement. NHC 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, NHC 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 NHC 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. NHC's Customer Service department routinely instructs and screens patients in the protocol regarding financial assistance through the NHC financial assistance program. NHC 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 Clark and Scott statement provided in 2024 included the link to the website to allow the patient/guarantor to learn more about financial assistance and information on how to apply. Schedule H, Part VI, Line 4 Community information PRIMARY SERVICE AREA NORTON HEALTHCARE-INDIANA, INC'S (NHC-IN) PRIMARY SERVICE AREA POPULATION IS ALMOST 241,000 AND EXPECTED TO INCREASE 4% BETWEEN 2025 AND 2030. THE PRIMARY SERVICE AREA INCLUDES AN AREA INCLUSIVE OF 3 COUNTIES, 2 OF WHICH ARE LOCATED ALONG THE OHIO RIVER BORDER IN INDIANA AND 1 ADDITIONAL INDIANA COUNTY THAT DOES NOT BORDER THE OHIO RIVER. APPROXIMATELY 32% 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 2025 WAS ESTIMATED AT 51,041 AND IS EXPECTED TO INCREASE TO 51,186 WITHIN 5 YEARS AND REPRESENTS 21% OF THE POPULATION. THE NUMBER OF HOUSEHOLDS IN THE PRIMARY SERVICE AREA WAS ESTIMATED AT 96,987 IN 2025 AND IS EXPECTED TO INCREASE 4% BY 2030. THE UNEMPLOYMENT RATE IS APPROXIMATELY 2.3%. CURRENTLY 9% OF THE ADULT POPULATION DOES NOT HAVE A HIGH SCHOOL DEGREE AND 13% HAVE A HOUSEHOLD INCOME THAT IS LESS THAN $25,000 A YEAR; THE MEDIAN HOUSEHOLD INCOME IS $74,746 COMPARED TO $80,610 FOR THE UNITED STATES. NHC-IN'S PRIMARY SERVICE AREA'S POPULATION IS 75% URBAN AND 25% RURAL. THE SCOTT SERVICE AREA WITHIN SCOTT COUNTY HAS BEEN DESIGNATED AS A MEDICALLY UNDERSERVED AREA 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 NHC-IN'S SECONDARY SERVICE AREA INCLUDES 3 COUNTIES. NHC-IN'S SECONDARY SERVICE AREA POPULATION WAS 96,040 IN 2025 AND IS EXPECTED TO INCREASE 2% BETWEEN 2025 AND 2030. THE SECONDARY SERVICE AREA SPREADS ACROSS 3 INDIANA COUNTIES. THE 55+ AGE COHORT REPRESENTS 35% OF THE SECONDARY SERVICE AREA POPULATION AND IS ABOVE THE 30% 55+ PERCENTAGE IN THE UNITED STATES. THE PEDIATRIC POPULATION IN 2025 WAS ESTIMATED AT 20,548 AND EXPECTED TO DECREASE TO 20,127 BY 2030. ALTHOUGH THE PEDIATRIC POPULATION IS EXPECTED TO REMAIN RELATIVELY FLAT (LESS THAN 1% REDUCTION), THERE IS A NEED FOR CHILDREN TO HAVE APPROPRIATE ACCESS TO CARE IN THE RURAL AREAS OF INDIANA. THE NUMBER OF HOUSEHOLDS IN THE SECONDARY SERVICE AREA WAS ESTIMATED AT 37,869 IN 2025 AND IS EXPECTED TO INCREASE 2% BY 2030. OVER 7,600 ADULTS IN THIS SERVICE AREA DO NOT HAVE A HIGH SCHOOL EDUCATION AND THE AVERAGE HOUSEHOLD INCOME IS UNDER $25,000 FOR 15% OF THE POPULATION. THE UNEMPLOYMENT RATE IS APPROXIMATELY 2%. THE MEDIAN HOUSEHOLD INCOME IS 69,990, 6% LESS THAN THE PRIMARY SERVICE AREA AVERAGE HOUSEHOLD INCOME. NHC-IN'S SECONDARY SERVICE AREA'S POPULATION IS 25% URBAN AND 75% RURAL. Schedule H, Part VI, Line 5 Promotion of community health Norton Healthcare Inc. (NHC) 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. In 2023, NHC further expanded into Indiana with two additional hospitals through a wholly-owned affiliate, Norton Healthcare-Indiana, Inc. (NHC-IN): Norton Clark Hospital (Clark) in Jeffersonville and Norton Scott Hospital (Scott) in Scottsburg. Clark is a 236-bed acute care facility located on a 22-acre campus that also includes two medical office buildings and an outpatient surgery center. Scott is a 25-bed critical access hospital with a 24-hour physician-staffed emergency department and a comprehensive list of inpatient and outpatient services. NHC-IN extends medical privileges to all physicians in the community who meet the credentialing qualifications necessary for appointment to its medical staff by specialty. The organization applies surplus funds to improvements in facilities and equipment, patient care, medical training, educations, and research. NHC Board of Trustees includes representatives from the community and largest employers in the region that live and work in the NHC-IN's primary service area. Members are neither employees of nor independent contractors with the organization, nor family members thereof. Schedule H, Part VI, Line 6 Affiliated health care system Norton Healthcare, Inc. (the controlling company) (NHC) and its affiliates, including Norton Hospitals, Inc., Norton Properties, Inc., Community Medical Associates, Inc., The Children's Hospital Foundation, Inc., Norton Healthcare Foundation, Inc., and Norton Enterprises, Inc. operate in the Louisville, Kentucky metropolitan area and the operations of the affiliated healthcare system include 1,907 licensed beds, over 300 physician practice locations, and 19 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 (NKDH) in Madison IN, Norton Clark Hospital (Clark) in Jeffersonville, IN, and Norton Scott Hospital (Scott) in Scottsburg, IN. NKDH has 86 licensed beds and 8 physician practices and other ancillary health care service locations. Clark has 236 licensed beds and includes two medical office buildings and an outpatient surgery center. Scott is a 25 bed critical access hospital. false true false false false false false true false Russell F Cox President & CEO/Trustee 0 1857038 0 953295 0 823321 0 449244 0 32940 0 4115838 0 124221 Robert B Azar Sr VP Chief Legal Officer/Secretary 0 692567 0 303986 0 128984 0 162205 0 14787 0 1302529 0 0 Michael W Gough Exec VP and COO (partial year) 0 719698 0 554516 0 1926509 0 0 0 16296 0 3217019 0 1734253 Adam Kempf Sr VP & CFAO 0 925300 0 363283 0 129714 0 212195 0 29451 0 1659943 0 0 Kathleen Exline Chief Administrative Officer 366968 0 122238 0 73489 0 76890 0 18978 0 658563 0 0 0 Benjamin Bjerke MD Physician 1055238 0 0 0 1655 0 0 0 12113 0 1069006 0 0 0 Michelle England VP, Patient Care Service 206771 0 0 0 2672 0 0 0 1181 0 210624 0 0 0 Christoph Fuchs MD Physician 1099584 0 0 0 66431 0 0 0 2036 0 1168051 0 0 0 Tiffany Hannigan NCMH Medical Director 277911 0 0 0 1194 0 0 0 1777 0 280882 0 0 0 Brent Walz MD Physician 745226 0 0 0 30518 0 0 0 1181 0 776925 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation NORTON HEALTHCARE INC. (NHC) EIN 61-1028725 IS THE PARENT ORGANIZATION FOR NORTON HEALTHCARE-INDIANA, INC. AND THEREFORE ESTABLISHES COMPENSATION FOR THE CEO, OFFICERS AND KEY EMPLOYEES THROUGH ENGAGING WITH THE EXECUTIVE COMMITTEE OF NHC; AN INDEPENDENT COMPENSATION CONSULTANT; REVIEW OF OTHER ORGANIZATION'S FORM 990; WRITTEN EMPLOYMENT AGREEMENTS; THIRD PARTY COMPENSATION SURVEYS AND APPROVAL BY THE EXECUTIVE COMMITTEE AND BOARD. SEE NARRATIVE IN SCHEDULE O, REFERENCING PART VI, LINE 15 WHICH FURTHER DESCRIBES THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION. Schedule J, Part I, Line 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 Robert Azar - $136,740 Adam Kempf - $187,984 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 Robert Azar - $96,040 Adam Kempf - $107,772 Schedule J, Part I, Line 7 Non-fixed payments Norton Healthcare, Inc. (NHC) has 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. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee shall possess and may exercise all the powers and authority of the Board of Trustees in the management and direction of the business and affairs of the Corporation. However, the Executive Committee does not possess the authority to do the following: A) Fill vacancies on the Board; B) Change the membership of the Executive Committee; C) Make decisions to merge, liquidate, or otherwise make decisions outside of the normal course of business: D) Make final determinations of long-term policy; E) Hire 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 Russell F. Cox, Robert B. Azar, Adam D. Kempf, and Michael W. Gough (Officers, Norton Enterprises, Inc.) - Business Relationship - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders Norton Healthcare, Inc. (EIN 61-1028725) is the sole member of Norton Healthcare - Indiana, Inc. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Board of Trustees of Norton Healthcare, Inc. appoints the trustees of the organization. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders According to the Articles of Incorporation of the organization, Norton Healthcare, Inc. (NHC), the sole member, possesses all of the rights granted to a member pursuant to law, including the right to elect trustees or directors and approve amendments to the Articles of Incorporation of the organization. NHC also possesses the right to require the organization to (I) provide contributions of funds of the organization to pay all to a portion of the principle of, interest on, and all other payments to become due and owing with respect to any and all indebtedness incurred by NHC, and (II) provide security for such indebtedness. Form 990, Part VI, Line 11b Review of form 990 by governing body At the October 2025 Norton Healthcare, Inc. (NHC) Finance Committee meeting and at the October 2025 NHC Board of Trustees meeting, the Forms 990 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 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., Norton Healthcare-Indiana, Inc., and Norton WLH Real Estate, 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 The Top Management Official is paid by a related organization. Please see the explanation provided for Form 990, Part VI, Line 15B. Form 990, Part VI, Line 15b Process to establish compensation of other employees The Organization takes all necessary steps to ensure that compensation for all Officers, Directors, and Key Employees is reasonable and appropriate for the services provided to the organization. The Organization provides a total compensation package that is on par with compensation provided by similar organizations and which conforms to the policies and guidelines set out by the Board of Trustees. Norton Healthcare, Inc. (NHC) engages an outside independent compensation consultant, Gallagher, to provide comparability data, including review of other health systems and hospital organizations that have filed Form 990s. For NHC's Officers and Key Employees on total compensation for similar positions at Health Systems and Hospital Organizations similar in size, scope of services, and circumstances. In addition, the Organization participates in third party surveys which provide aggregate, comparative compensation data for Officers and Key Employees in similar positions and similar organizations. Gallagher consultants presented and discussed this comparability data in 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. 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 2024. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Clinical Services - Total Revenue: 57810, Related or Exempt Function Revenue: 57810, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Contract labor - Total Expense: 8356939, Program Service Expense: 8356939, Management and General Expenses: , Fundraising Expenses: ; Professional fees - Total Expense: 12410066, Program Service Expense: 12410066, Management and General Expenses: , Fundraising Expenses: ; Fees and special services - Total Expense: 23951147, Program Service Expense: 23951147, Management and General Expenses: , Fundraising Expenses: ; Norton Clark Hospital LLC Accounting 224 E Broadway 5th Floor Louisville KY 40202 474000401 Provide hospital services IN 152124957 160044681 The Regional Health Network of Kentucky and Southern Indiana LLC Norton Clark Physician Practices LLC Accounting 2224 E Broadway 5th Floor Louisville KY 40202 611764853 Provide physician services IN 8625849 14763520 The Regional Health Network of Kentucky and Southern Indiana LLC Norton Scott Hospital LLC Accounting 224 E Broadway 5th Floor Louisville KY 40202 461113518 Provide hospital services IN 15604965 10062445 The Regional Health Network of Kentucky and Southern Indiana LLC Norton Scott Physician Practices LLC Accounting 224 E Broadway 5th Floor Louisville KY 40202 371705734 Provide physician services IN 137851 185175 The Regional Health Network of Kentucky and Southern Indiana LLC The Regional Health Network of Kentucky and Southern Indiana LLC Accounting 224 E Broadway 5th Floor Louisville KY 40202 800835692 Provide hospital and physician practice services IN 0 0 Norton Healthcare-Indiana Inc Norton Holding LLC Accounting 224 E Broadway 5th Floor Louisville KY 40202 862618173 Provide hospital services IN 0 0 Norton Healthcare-Indiana Inc Norton Healthcare Inc Accounting 224 E Broadway 5th Floo 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 Floo 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 Floo 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 Floo Louisville KY 40202 611028724 Maintain 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 Floo 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 Floo Louisville KY 40202 310914919 Generate funds to support programs and services KY 501(c)(3) 7 Norton Healthcare Inc false Norton King's Daughters' Health Inc Accounting 224 E Broadway 5th Floo Louisville KY 40202 350895832 Provide Hospital Services IN 501(c)(3) 3 Norton Healthcare-Indiana Inc true Norton Enterprises Inc Accounting 224 E Broadway 5th Floor Louisville KY 40202 611054301 Invests in Partnerships that Provide Medical Services KY Norton Healthcare Inc C Corporation false false false true false false false false false false false false false false false true true false true true