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← KENTUCKY HEART FOUNDATION INC

Form 990 for tax year 2023

Filed by KENTUCKY HEART FOUNDATION INC.

Totals

Total revenue
$0
Total expenses
$110,590
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$569,431
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$569,431
Program services expenses (Part IX)
$110,590
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$110,590

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID JONES

    CHAIRMAN, BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    0.25 + 4 related

  • CRAIG COLLINS

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • ERIC MONDAY

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • GINA DUGAS

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • JOHN STEWART

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • MARK BIRDWHISTELL

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • PENNY COX

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • ROBERT DIPAOLA

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • STEPHEN ADDINGTON

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • TOM BURNETTE

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • STEVEN CLIFTON

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25 + 4 related

  • AMY SAUNDERS

    ASSISTANT SECRETARY

    Total calculated
    $271,398
    From this org
    $0
    From related orgs
    $250,853
    Other
    $20,545
    Hours/week
    0.25 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,715 related
    Bonus
    $0 + $23,062 related
    Other
    $0 + $1,076 related
    Deferred
    $0 + $11,403 related
    Nontaxable benefits
    $0 + $9,142 related
    Filer's total
    $0 + $271,398 related

  • AUTUMN MCFANN

    TREASURER

    Total calculated
    $1,017,787
    From this org
    $0
    From related orgs
    $881,584
    Other
    $136,203
    Hours/week
    1.25 + 60.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $596,476 related
    Bonus
    $0 + $260,000 related
    Other
    $0 + $25,108 related
    Deferred
    $0 + $114,850 related
    Nontaxable benefits
    $0 + $21,353 related
    Filer's total
    $0 + $1,017,787 related

  • SARA MARKS

    PRESIDENT/CEO

    Total calculated
    $1,116,715
    From this org
    $0
    From related orgs
    $979,730
    Other
    $136,985
    Hours/week
    1.25 + 60.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $661,283 related
    Bonus
    $0 + $294,512 related
    Other
    $0 + $23,935 related
    Deferred
    $0 + $114,850 related
    Nontaxable benefits
    $0 + $22,135 related
    Filer's total
    $0 + $1,116,715 related

  • CHARBEL SALEM

    KHF MEDICAL DIRECTOR, PHYSICIAN

    Total calculated
    $955,218
    From this org
    $0
    From related orgs
    $857,834
    Other
    $97,384
    Hours/week
    10 + 40.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $826,383 related
    Bonus
    $0
    Other
    $0 + $31,451 related
    Deferred
    $0 + $64,850 related
    Nontaxable benefits
    $0 + $32,534 related
    Filer's total
    $0 + $955,218 related

  • PATRICIA CORBITT

    EXECUTIVE DIRECTOR KHF

    Total calculated
    $277,994
    From this org
    $0
    From related orgs
    $244,754
    Other
    $33,240
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,644 related
    Bonus
    $0 + $18,650 related
    Other
    $0 + $61,460 related
    Deferred
    $0 + $12,956 related
    Nontaxable benefits
    $0 + $20,284 related
    Filer's total
    $0 + $277,994 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, and on a Form 990-PF Part VIII's — 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

  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 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 INDIVIDUALS 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.

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

No itemized grants to organizations on this return.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202521359349306912

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