2025-05-15T11:15:18-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 264736971 KENTUCKY MEDICAL LOGISTICS INC KENT 8774075368 425 22ND STREET ASHLAND KY 41101 AUTUMN MCFANN TREASURER 8774075368 2025-05-14 1 1 KERRI N BOGDA CPA P00760402 7177404863 2025-05-14 2023 2025-03-06 01:10:19Z KING'S DAUGHTERS MEDICAL TRANSPORT SARA MARKS 2201 LEXINGTON AVENUE ASHLAND KY 41101 4568384 0 X KINGSDAUGHTERSHEALTH.COM/SERVICES/MEDICAL-TRANSPO X 2009 KY TO PROVIDE COMMUNITY HEALTHCARE SERVICES AND ENSURE THAT EMERGENCY AND NON-EMERGENCY AMBULANCE SERVICE WILL BE AVAILABLE TO ALL THOSE IN NEED. 10 10 0 11 0 0 0 0 3424840 4565665 3000 -5281 0 0 3427840 4560384 0 35 0 0 2472018 3195257 0 0 0 1620887 1955744 4092905 5151036 -665065 -590652 2959673 2583022 1842432 2056433 1117241 526589 X TO PROVIDE COMMUNITY HEALTHCARE SERVICES AND ENSURE THAT EMERGENCY AND NON-EMERGENCY AMBULANCE SERVICES WILL BE AVAILABLE TO ALL THOSE IN NEED. 0 0 5024072 35 4565665 KING'S DAUGHTERS MEDICAL TRANSPORT (KDMT) AIMS TO CONTINUOUSLY IMPROVE PRE- AND POST-HOSPITAL HEALTHCARE TO ALL SERVICE AREAS WHILE ENSURING THAT EMERGENCY AND NON-EMERGENCY AMBULANCE SERVICES ARE AVAILABLE TO THOSE IN NEED. THE EQUIPMENT IS MODERN, STATE OF THE ART, WELL-MAINTAINED, AND EFFICIENT. RESPONSE TIMES ARE MONITORED AND MAINTAINED WITHIN INDUSTRY -ACCEPTED PARAMETERS. KDMT ALSO ADHERES TO CURRENT AND LOCAL MEDICAL PROTOCOLS AND UTILIZATION STANDARDS.KDMT IS COMMITTED TO PROVIDING COMPREHENSIVE TRAINING FOR EMS PERSONNEL, ON-GOING TRAINING, AND HIGH-QUALITY COMMUNITY HEALTH SERVICES. IN 2024, KDMT TRANSPORTED 9,378 PATIENTS VIA AMBULANCES AND 9,425 VIA WHEELCHAIR TRANSPORT. OUR ORGANIZATION OFFERS EMERGENCY AND NON-EMERGENCY AMBULANCE SERVICES TO GREENUP COUNTY, KENTUCKY; BOYD COUNTY, KENTUCKY; AND LAWRENCE AND SCIOTO COUNTIES IN OHIO. KDMT ALSO PROVIDES MUTUAL AID SERVICES TO OTHER ORGANIZATIONS IN THE PRIMARY SERVICE AREAS.DURING THE PAST FISCAL YEAR, KDMT PARTICIPATED IN 23 PUBLIC HEALTH AND EDUCATION EVENTS. IN 2024, THE ORGANIZATION ENGAGED IN VARIOUS COMMUNITY EVENTS, INCLUDING CAREER DAYS FOR LOCAL SCHOOLS, EDUCATING CHILDREN ABOUT EMS AND EQUIPMENT USED. THE TEAM PROVIDED MEDICAL STANDBY COVERAGE WITH EMT'S AND PARAMEDICS AT COMMUNITY EVENTS SUCH AS GREENUP COUNTY HIGH SCHOOL FOOTBALL GAMES, TOUCH A TRUCK EVENTS, AND MASS CASUALTY RESPONSE DRILLS IN COLLABORATION WITH THE EMERGENCY MANAGEMENT OFFICE. THESE SERVICES WERE PROVIDED FREE OF CHARGE AS PART OF KDMT'S COMMUNITY BENEFIT MISSION. 5024072 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 KY X LAURIE STEWART CONTROLLER 6064089640 2201 LEXINGTON AVENUE ASHLAND KY 41101 DAVID JONES CHAIRMAN, BOARD OF DIRECTORS 0.25 4.00 X X 0 0 0 CRAIG COLLINS BOARD OF DIRECTORS 0.25 2.25 X 0 0 0 ERIC MONDAY BOARD OF DIRECTORS 0.25 2.25 X 0 0 0 GINA DUGAS BOARD OF DIRECTORS 0.25 2.25 X 0 0 0 JOHN STEWART BOARD OF DIRECTORS 0.25 2.25 X 0 0 0 MARK BIRDWHISTELL BOARD OF DIRECTORS 0.25 2.25 X 0 0 0 PENNY COX BOARD OF DIRECTORS 0.25 2.25 X 0 0 0 ROBERT DIPAOLA BOARD OF DIRECTORS 0.25 2.25 X 0 0 0 STEPHEN ADDINGTON BOARD OF DIRECTORS 0.25 2.25 X 0 0 0 TOM BURNETTE BOARD OF DIRECTORS 0.25 2.25 X 0 0 0 STEVEN CLIFTON SECRETARY 0.25 4.00 X 0 0 0 AMY SAUNDERS ASSISTANT SECRETARY 0.25 44.00 X 0 250853 20545 AUTUMN MCFANN TREASURER 1.25 60.25 X 0 881584 136203 SARA MARKS PRESIDENT/CEO 1.25 60.25 X 0 979730 136985 CHARLES CONLEY KML MEDICAL DIRECTOR, PHYSICIAN 1.00 51.00 X 6250 583598 38968 PATRICIA LEWIS EXECUTIVE DIRECTOR KML 35.00 20.00 X 0 139255 23347 6250 2835020 356048 0 0 1 0 0 NET PATIENT SERV REV 621910 4565665 4565665 4565665 2719 8000 -5281 -5281 -5281 4560384 4565665 0 -5281 35 35 2736090 2633067 103023 250943 247617 3326 208224 200384 7840 228798 224075 4723 10934 10522 412 122010 119713 2297 17496 16837 659 445337 445337 110980 110980 BAD DEBT EXPENSE 510726 510726 FUEL EXPENSE 199696 199696 REPAIRS & MAINTENANCE 171378 171378 SUPPLIES 110405 106247 4158 27984 27458 526 5151036 5024072 126964 0 196639 206289 492405 386231 12059 11630 41370 16303 2532903 641264 2095906 1891639 121294 70930 2959673 2583022 1080839 1485900 711875 570533 49718 0 1842432 2056433 X 1117241 526589 1117241 526589 2959673 2583022 -590652 0 X 0 1 X 1 0 X 58918 58918 2438734 3175612 4569724 3421678 4565665 18171413 2497652 3175612 4569724 3421678 4565665 18230331 0 0 0 18230331 2497652 3175612 4569724 3421678 4565665 18230331 1.00000 1.00000 0.00000 X SCHEDULE A, PAGE 3, PART III KENTUCKY MEDICAL LOGISTICS, INC. FILED A SHORT YEAR RETURN FOR FISCAL YEAR END JUNE 30, 2023. 2532903 641264 1891639 1891639 0 1 0 0 0 0 0 1 0 SARA MARKS PRESIDENT/CEO 0 661283 0 294512 0 23935 0 114850 0 22135 0 1116715 0 0 AUTUMN MCFANN TREASURER 0 596476 0 260000 0 25108 0 114850 0 21353 0 1017787 0 0 CHARLES CONLEY KML MEDICAL DIRECTOR, PHYSICIAN 6250 582231 0 150 0 1217 9900 0 29068 0 45218 583598 0 0 AMY SAUNDERS ASSISTANT SECRETARY 0 226715 0 23062 0 1076 0 11403 0 9142 0 271398 0 0 PATRICIA LEWIS EXECUTIVE DIRECTOR KML 0 125397 0 12488 0 1370 0 6276 0 17071 0 162602 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO IS DETERMINED BY ASHLAND HOSPITAL CORPORATION (RELATED ORGANIZATION) USING THE FOLLOWING METHODS: INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD. PART I, LINE 4B THE FOLLOWING EMPLOYEES RECEIVED PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: - AUTUMN MCFANN: $23,848 - SARA MARKS: $22,381 THE CEO AND CERTAIN VICE PRESIDENTS, WHOSE BENEFIT IN THE QUALIFIED TAX SHELTERED ANNUITY PLAN IS LIMITED DUE TO THE IRS COMPENSATION AND BENEFIT LIMITS, RECEIVE A BENEFIT RESTORATION CONTRIBUTION UNDER THE DEFERRED ANNUITY PLAN THAT IS PAID AS A TAXABLE DISTRIBUTION TO THE PARTICIPANT ANNUALLY. 1 EMPLOYEE PARTICIPATED IN A CAPITAL ACCUMULATION PLAN: - SARA MARKS PREMIUM PAYMENT $34,615. ALL OF THESE PAYMENTS WERE MADE BY AHC. THE ORGANIZATION SPONSORS SPECIFIC WELFARE BENEFIT PLANS FOR EACH OF THE INTERESTED PERSONS LISTED ABOVE, THAT AUTHORIZE THE PURCHASE OF LIFE INSURANCE POLICIES AS A MEANS OF PROVIDING POST-EMPLOYMENT BENEFITS. EACH PREMIUM CONTRIBUTION PAID ON BEHALF OF THE INTERESTED PERSON IS TREATED FOR TAX, LEGAL AND FINANCIAL PURPOSES AS A LONG-TERM LOAN RECEIVABLE. AS SUCH THE ORGANIZATION RETAINS A PERMANENT AND PRIMARY IRREVOCABLE INTEREST IN THE DEATH BENEFIT OF THE LIFE INSURANCE POLICIES THAT WILL PROVIDE FULL REPAYMENT OF THE ACCUMULATED LOAN RECEIVABLE AT THE DEATH OF THE INTERESTED PERSON. PART I, LINE 7 NONFIXED PAYMENTS ARE MADE AS A PART OF THE MEDICAL CENTER'S TEAM INCENTIVE AWARD (TIA) PLAN. ALL TEAM MEMBERS ARE ELIGIBLE FOR THE TIA. THE TIA IS PAID OUT BASED UPON SUCCESSFUL COMPLETION OF BOTH QUANTITATIVE AND QUALITATIVE STRATEGIC GOALS, SET ANNUALLY BY THE MEDICAL CENTER LEADERSHIP TEAM AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART V, LINE 2: THERE ARE NO EMPLOYEES OF KENTUCKY MEDICAL LOGISTICS, INC. ("KML"). SALARIES REPORTED ON PART IX, LINE 7 REPRESENT THE ALLOCATED PAYROLL EXPENSE FOR THE TIME SPENT ON KML BY ASHLAND HOSPITAL CORPORATION ("AHC") EMPLOYEES. KML REIMBURSES KDMC FOR THIS APPORTIONED TIME. ALL PAYROLL FILINGS ARE COMPLETED BY AHC UNDER EIN 61-0444716. AHC IS THE PARENT ORGANIZATION OF KML. FORM 990, PART V, LINE 1A: THERE IS NO SEPARATE FORM 1096 FILED FOR KENTUCKY MEDICAL LOGISTICS INC. ALL THE PAYMENTS ARE MADE BY ASHLAND HOSPITAL CORPORATION AN AFFILIATE ENTITY, UNDER ITS EIN 61-0444716. FORM 990, PART VI, SECTION A, LINE 6 ASHLAND HOSPITAL CORPORATION (AHC) IS THE SOLE CORPORATE MEMBER OF KENTUCKY MEDICAL LOGISTICS INC. (KML). AHC, A 501(C)(3) ENTITY, IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTHCARE DELIVERY SYSTEM. FORM 990, PART VI, SECTION A, LINE 7A THE KML BOARD IS FOLDED INTO THE MAIN BOARD OF TRUSTEES OF AHC'S PARENT CORPORATION. THE BUSINESS OF KML IS INCORPORATED INTO THE BUSINESS OF THE FULL BOARD INDEPENDENTLY, OR THROUGH ITS COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE CFO AND CONTROLLER BEFORE IT IS FILED WITH THE IRS. THE 990 WILL BE KEPT ON FILE AND AVAILABLE FOR REVIEW BY BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C KING'S DAUGHTERS MEDICAL CENTER REQUIRES ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO COMPLY WITH ITS CONFLICTS OF INTEREST POLICY, WHICH TRACKS THE IRS' RECOMMENDED POLICY WITH RESPECT TO SUCH OFFICERS AND DIRECTORS. MEMBERS OF THE MEDICAL CENTER'S BOARD OF DIRECTORS MUST ANNUALLY IDENTIFY, IN WRITING, ANY INTEREST THAT COULD GIVE RISE TO A CONFLICT, SUCH AS A LEADERSHIP POSITION IN A CONFLICTING ORGANIZATION; DISCLOSURE IS NOT LIMITED TO FINANCIAL CONFLICTS. LEADERSHIP EMPLOYEES MUST ANNUALLY CERTIFY, IN WRITING, THAT THEY KNOW OUR CONFLICTS OF INTEREST POLICY AND PROCEDURE AND HAVE NO CONFLICTS OF INTEREST. IN ADDITION, EMPLOYEES OF THE MEDICAL CENTER CERTIFY THAT NO CONFLICTS OF INTEREST EXIST OR OBTAIN AN ADVANCE WAIVER OF ANY CONFLICTS. THE MEDICAL CENTER'S HUMAN RESOURCES AND CORPORATE COMPLIANCE DEPARTMENTS MAINTAIN ALL RELEVANT DISCLOSURES AND SIGNATURES. ALL EMPLOYEES PROVIDE ANNUAL CONFLICT CHECKS. IF A CONFLICT OF INTEREST IS REPORTED, THE VICE PRESIDENT TO WHOM THE REPORTING EMPLOYEE DIRECTLY OR INDIRECTLY REPORTS, TOGETHER WITH THE CEO, CORPORATE COMPLIANCE OFFICER AND GENERAL COUNSEL, DETERMINES IF A CONFLICT EXISTS. IF THE REPORTING EMPLOYEE IS A VICE PRESIDENT, THE CEO, IN CONSULTATION WITH THE GENERAL COUNSEL, DETERMINES IF A CONFLICT EXISTS. ANNUALLY, BOARD MEMBERS DISCLOSE PERSONAL AND PROFESSIONAL RELATIONSHIPS TO THE SECRETARY OF THE BOARD. IF A POTENTIAL CONFLICT EXISTS, THE BOARD SECRETARY OR A BOARD MEMBER WILL IDENTIFY THE CONFLICT, OR POTENTIAL CONFLICT, AND THE BOARD MEMBER WILL BE REMOVED FROM ANY PART OF THE DECISION-MAKING PROCESS, AND HAS NO ROLE IN THE INSTANCE IN WHICH THE CONFLICT EXISTS. A BOARD MEMBER WHO HAS A CONFLICT OF INTEREST MUST ABSTAIN FROM ANY RELEVANT DISCUSSION OR VOTE. IF A CONFLICT OF INTEREST IS DISCOVERED AFTER THE FACT, THE CEO AND VICE PRESIDENT, TOGETHER WITH THE GENERAL COUNSEL, IF APPROPRIATE, REVIEW THE INSTANCE IN WHICH THE CONFLICT OCCURRED. THOSE LEADERS DETERMINE WHETHER THE CONFLICTED INDIVIDUAL INFLUENCED THE DECISION-MAKING OR PROFITED FROM THE CONFLICT. THE CONFLICTED INDIVIDUAL IS REMOVED FROM ANY FURTHER INVOLVEMENT. IN ADDITION, ANY FAILURE TO REPORT CONFLICTS OF INTEREST VIOLATES THE MEDICAL CENTER'S POLICY AND COULD RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION OF EMPLOYMENT OR REMOVAL FROM THE MEDICAL CENTER'S BOARD OF DIRECTORS. MEDICAL STAFF MEMBERS ARE REQUIRED BY THE MEDICAL STAFF BYLAWS TO DISCLOSE CONFLICTS OF INTEREST. ONCE DISCLOSED, THE MEDICAL STAFF MEMBER IS REMOVED FROM ANY DISCUSSION, DECISION-MAKING, AND/OR VOTE ON ANY RELATED ISSUE. FORM 990, PART VI, SECTION B, LINE 15 AT THE DIRECTION OF THE BOARD OF DIRECTORS, KDMC SET COMPENSATION FOR THE TEAM MEMBERS AND LEADERS USING LOCAL, REGIONAL AND NATIONAL SALARY INFORMATION PROVIDED THROUGH SURVEY DATA. THE PRIMARY OBJECTIVE OF KING'S DAUGHTERS COMPENSATION PHILOSOPHY IS TO HAVE COMPENSATION AND BENEFITS SET THAT REFLECT OTHER SIMILAR INDEPENDENT NOT FOR PROFIT HEALTHCARE SERVICES AS WELL AS THE WORK PERFORMANCE OF THE ORGANIZATION. MERCER, AN INDEPENDENT COMPENSATION EXPERT, PERIODICALLY PERFORMS A REVIEW OF EXECUTIVE COMPENSATION AND BENEFITS. SULLIVAN COTTER, AN INDEPENDENT COMPENSATION EXPERT, PROVIDES ANNUAL MARKET SURVEY DATA FOR PHYSICIAN COMPENSATION AND BENEFITS WHICH IS USED FOR DETERMINATION OF FAIR MARKET VALUE. FORM 990, PART VI, SECTION C, LINE 19 ON A QUARTERLY BASIS, THE FINANCIAL STATEMENTS ARE REPORTED TO THE MUNICIPAL SECURITIES RULEMAKING BOARD AND MADE AVAILABLE ON THEIR WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. ASHLAND HOSPITAL CORPORATION 2201 LEXINGTON AVENUE ASHLAND KY 41101 610444716 HEALTHCARE KY 501(C)(3) LINE 3 ROYAL BLUE HEALTH LLC 0 ASHLAND NURSING HOME CORPORATION 2500 STATE ROUTE 5 ASHLAND KY 41102 611386016 NURSING HOME KY 501(C)(3) LINE 10 ASHLAND HOSPITAL CORPORATION 0 KENTUCKY HEART INSTITUTE INC 2201 LEXINGTON AVENUE ASHLAND KY 41101 611255904 PHYSICIANS KY 501(C)(3) LINE 10 ASHLAND HOSPITAL CORPORATION 0 PORTSMOUTH HOSPITAL CORPORATION 1901 ARGONNE AVENUE PORTSMOUTH OH 45662 453215312 HEALTHCARE OH 501(C)(3) LINE 3 ROYAL BLUE HEALTH LLC 0 KENTUCKY HEART FOUNDATION INC 2201 LEXINGTON AVENUE ASHLAND KY 41101 260791997 MEDICAL RESEARCH KY 501(C)(3) LINE 7 ASHLAND HOSPITAL CORPORATION 0 CHILD DEVELOPMENT CENTER CORPORATION 2201 LEXINGTON AVENUE ASHLAND KY 41101 010560598 DAYCARE KY 501(C)(3) LINE 10 ASHLAND HOSPITAL CORPORATION 0 KING'S DAUGHTERS MEDICAL SPECIALTIES INC 2201 LEXINGTON AVENUE ASHLAND KY 41101 264183569 PHYSICIANS KY 501(C)(3) LINE 10 ASHLAND HOSPITAL CORPORATION 0 ROYAL BLUE HEALTH LLC 2201 LEXINGTON AVENUE ASHLAND KY 41101 862993817 HEALTHCARE KY 501(C)(3) LINE 12B, II N/A 0 ASHLAND MEDICAL PROPERTIES INC 2201 LEXINGTON AVENUE ASHLAND KY 41101 611079090 RENTALS KY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1