What the amendment changed
Compared with the return it replaced , filed 13 May 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $1,274,552,208
- Total expenses
- $1,233,337,212
- Contributions and grants received
- $936,369
- Grants paid
- $1,120,534
- Program services expenses (Part IX)
- $922,931,107
- Management and general expenses
- $310,406,105
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $922,931,107
Program services were 74.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
LOUANN ATLAS
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
LOUIS I WATERMAN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
PRAVEEN ARLA MD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ARTHUR MALKANI MD
MEMBER
- Total calculated
- $1,427,239
- From this org
- $0
- From related orgs
- $1,397,740
- Other
- $29,499
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,254,750 related
- Bonus
- $0 + $137,446 related
- Other
- $0 + $5,544 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $12,999 related
- Filer's total
- $0 + $1,427,239 related
-
RICHARD A SCHULTZ
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JEFFREY STIDAM MD
MEMBER
- Total calculated
- $913,436
- From this org
- $0
- From related orgs
- $850,264
- Other
- $63,172
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $778,821 related
- Bonus
- $0 + $69,511 related
- Other
- $0 + $1,932 related
- Deferred
- $0 + $39,000 related
- Nontaxable benefits
- $0 + $24,172 related
- Filer's total
- $0 + $913,436 related
-
GERALD D TEMES MD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BILL WAGNER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RUSSELL A WILLIAMS MD
MEMBER
- Total calculated
- $710,216
- From this org
- $0
- From related orgs
- $668,417
- Other
- $41,799
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $652,039 related
- Bonus
- $0 + $10,834 related
- Other
- $0 + $5,544 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $25,299 related
- Filer's total
- $0 + $710,216 related
-
THOMAS D MILLER
CEO, UOFL HEALTH
- Total calculated
- $1,750,207
- From this org
- $0
- From related orgs
- $1,708,193
- Other
- $42,014
- Hours/week
- 23 + 23 related
Schedule J breakdown matched by us
- Base
- $0 + $1,124,237 related
- Bonus
- $0 + $573,288 related
- Other
- $0 + $10,668 related
- Deferred
- $0 + $19,175 related
- Nontaxable benefits
- $0 + $22,839 related
- Filer's total
- $0 + $1,750,207 related
-
RODRIGO CAVALLAZZI MD
MEMBER (END FYE 2024)
- Total calculated
- $403,886
- From this org
- $0
- From related orgs
- $403,376
- Other
- $510
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $126,782 related
- Bonus
- $0 + $276,288 related
- Other
- $0 + $306 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $510 related
- Filer's total
- $0 + $403,886 related
-
KEN MARSHALL
COO, UOFL HEALTH
- Total calculated
- $1,044,292
- From this org
- $0
- From related orgs
- $999,858
- Other
- $44,434
- Hours/week
- 23 + 23 related
Schedule J breakdown matched by us
- Base
- $0 + $659,253 related
- Bonus
- $0 + $335,061 related
- Other
- $0 + $5,544 related
- Deferred
- $0 + $41,675 related
- Nontaxable benefits
- $0 + $2,759 related
- Filer's total
- $0 + $1,044,292 related
-
MICHAEL DOUZUK JR
CFO, UOFL HEALTH (END 2023)
- Total calculated
- $731,947
- From this org
- $0
- From related orgs
- $705,824
- Other
- $26,123
- Hours/week
- 23 + 23 related
Schedule J breakdown matched by us
- Base
- $0 + $373,024 related
- Bonus
- $0 + $322,817 related
- Other
- $0 + $9,983 related
- Deferred
- $0 + $11,021 related
- Nontaxable benefits
- $0 + $15,102 related
- Filer's total
- $0 + $731,947 related
-
MELISSA ADKINS
CEO MARY & ELIZABETH
- Total calculated
- $725,118
- From this org
- $0
- From related orgs
- $672,110
- Other
- $53,008
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $443,450 related
- Bonus
- $0 + $226,728 related
- Other
- $0 + $1,932 related
- Deferred
- $0 + $42,689 related
- Nontaxable benefits
- $0 + $10,319 related
- Filer's total
- $0 + $725,118 related
-
JASON SMITH MD
CMO - UOFL HEALTH
- Total calculated
- $273,150
- From this org
- $0
- From related orgs
- $272,085
- Other
- $1,065
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $271,347 related
- Bonus
- $0
- Other
- $0 + $738 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $1,065 related
- Filer's total
- $0 + $273,150 related
-
JOHN WALSH
CEO - JEWISH HOSPITAL
- Total calculated
- $753,253
- From this org
- $0
- From related orgs
- $719,876
- Other
- $33,377
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $471,543 related
- Bonus
- $0 + $244,721 related
- Other
- $0 + $3,612 related
- Deferred
- $0 + $19,175 related
- Nontaxable benefits
- $0 + $14,202 related
- Filer's total
- $0 + $753,253 related
-
SHARI KRETZSCHMER
CNO - UOFL HEALTH
- Total calculated
- $620,900
- From this org
- $0
- From related orgs
- $559,493
- Other
- $61,407
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $366,629 related
- Bonus
- $0 + $187,387 related
- Other
- $0 + $5,477 related
- Deferred
- $0 + $40,966 related
- Nontaxable benefits
- $0 + $20,441 related
- Filer's total
- $0 + $620,900 related
-
STEPHEN TAYLOR MD
CMO - PEACE HOSPITAL
- Total calculated
- $170,124
- From this org
- $0
- From related orgs
- $158,424
- Other
- $11,700
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $157,276 related
- Bonus
- $0
- Other
- $0 + $1,148 related
- Deferred
- $0 + $7,902 related
- Nontaxable benefits
- $0 + $3,798 related
- Filer's total
- $0 + $170,124 related
-
MARY MARSHMAN
CNO - JEWISH HOSPITAL
- Total calculated
- $340,585
- From this org
- $0
- From related orgs
- $320,271
- Other
- $20,314
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $254,546 related
- Bonus
- $0 + $63,336 related
- Other
- $0 + $2,389 related
- Deferred
- $0 + $17,922 related
- Nontaxable benefits
- $0 + $2,392 related
- Filer's total
- $0 + $340,585 related
-
KIRK STRACK
CFO, UOFL HEALTH
- Total calculated
- $669,268
- From this org
- $0
- From related orgs
- $611,197
- Other
- $58,071
- Hours/week
- 23 + 23 related
Schedule J breakdown matched by us
- Base
- $0 + $425,599 related
- Bonus
- $0 + $183,714 related
- Other
- $0 + $1,884 related
- Deferred
- $0 + $41,675 related
- Nontaxable benefits
- $0 + $16,396 related
- Filer's total
- $0 + $669,268 related
-
SHANE FITZGERALD
VP - OPERATIONS (M&E)
- Total calculated
- $349,328
- From this org
- $0
- From related orgs
- $309,089
- Other
- $40,239
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $260,143 related
- Bonus
- $0 + $48,360 related
- Other
- $0 + $586 related
- Deferred
- $0 + $13,928 related
- Nontaxable benefits
- $0 + $26,311 related
- Filer's total
- $0 + $349,328 related
-
AUNDREA L LEWIS
VP - PATIENT SERVICES (PEACE HOSPITAL)
- Total calculated
- $389,699
- From this org
- $0
- From related orgs
- $364,536
- Other
- $25,163
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $262,769 related
- Bonus
- $0 + $100,466 related
- Other
- $0 + $1,301 related
- Deferred
- $0 + $12,831 related
- Nontaxable benefits
- $0 + $12,332 related
- Filer's total
- $0 + $389,699 related
-
MARY D SHELBURNE
VP - OPERATIONS (UMC)
- Total calculated
- $430,006
- From this org
- $0
- From related orgs
- $409,114
- Other
- $20,892
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $271,438 related
- Bonus
- $0 + $136,287 related
- Other
- $0 + $1,389 related
- Deferred
- $0 + $16,083 related
- Nontaxable benefits
- $0 + $4,809 related
- Filer's total
- $0 + $430,006 related
-
PAMELA AKINS
VP - PATIENT CARE SERVICES (M&E)
- Total calculated
- $375,629
- From this org
- $0
- From related orgs
- $350,235
- Other
- $25,394
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $284,666 related
- Bonus
- $0 + $65,000 related
- Other
- $0 + $569 related
- Deferred
- $0 + $16,622 related
- Nontaxable benefits
- $0 + $8,772 related
- Filer's total
- $0 + $375,629 related
-
KIMBERLY A RALLIS
EXEC. DIR. TRANSPLANT PROGRAM
- Total calculated
- $124,313
- From this org
- $0
- From related orgs
- $109,065
- Other
- $15,248
- Hours/week
- 40
-
ABBEY ROACH
DIRECTOR - REHAB
- Total calculated
- $145,166
- From this org
- $0
- From related orgs
- $134,999
- Other
- $10,167
- Hours/week
- 40
-
KATHRYN A BROGAN
DIR CLINICAL PHARMACY SERVICES
- Total calculated
- $136,123
- From this org
- $0
- From related orgs
- $119,209
- Other
- $16,914
- Hours/week
- 40
-
JAMES BYRNES
IMMUNOLOGIST
- Total calculated
- $204,161
- From this org
- $0
- From related orgs
- $177,844
- Other
- $26,317
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $177,606 related
- Bonus
- $0
- Other
- $0 + $238 related
- Deferred
- $0 + $10,945 related
- Nontaxable benefits
- $0 + $15,372 related
- Filer's total
- $0 + $204,161 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- THERE IS A SHORT TERM INCENTIVE PLAN THAT ELGIBLE UOFL HEALTH- LOUISVILLE, INC. EMPLOYEES MAY RECEIVE BASED ON MEETING CERTAIN BENCHMARKS. THE PLAN IS BASED ON MEETING FINANCIAL GOALS, DESIRED PATIENT QUALITY OUTCOMES, PATIENT SATISFACTION SCORES AND IS CONSISTENT WITH MARKET PRACTICES AND THE ORGANIZATION'S COMPENSATION PHILOSOPHY.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
UNIVERSITY OF LOUISVILLE FOUNDATION
$134,333
PROGRAM SERVICES
-
JEFFERSON COUNTY PUBLIC SCHOOLS
$50,000
PROGRAM SERVICES
-
$25,250
PROGRAM SERVICES
-
$20,000
PROGRAM SERVICES
-
$15,000
PROGRAM SERVICES
-
$15,000
PROGRAM SERVICES
-
PROGRAM SERVICES
-
PROGRAM SERVICES
-
$10,400
OPERATIONAL SUPPORT OF THE UNIVERSITY
-
$10,300
PROGRAM SERVICES
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · EDUCATION · KY
-
UNIVERSITY OF LOUISVILLE PHYSICIANS LLC
501(C)(3) · MEDICAL SERVICES · KY
Directly controlled by U OF L HEALTH INC
-
501(C)(3) · HOSPITAL · KY
Directly controlled by U OF L HEALTH INC
-
501(C)(3) · SUPPORTING ORG · KY
-
U OF L HEALTH - SHELBYVILLE INC
501(C)(3) · HOSPITAL · KY
Directly controlled by U OF L HEALTH INC
-
501(C)(3) · SUPPORTING ORG · KY
Directly controlled by UNIVERSITY MEDICAL CENTER
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 3 November 2025
- IRS schema version
- 2023v6.0
- Source object
- 202533089349300348
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.