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Nonprofiteer
← BAPTIST HEALTH FOUNDATION GREATER LOUISVILLE INC

Form 990 for tax year 2023

Filed by BAPTIST HEALTH FOUNDATION GREATER LOUISVILLE INC.

Totals

Total revenue
$4,527,315
Total expenses
$3,652,450
Contributions and grants received
$4,303,035
Grants paid
$2,910,302
Program service revenue
$0
Investment income
$219,151
Other revenue
$5,129
Total assets, end of year
$21,594,164
Total liabilities, end of year
$110,940
Net assets or fund balances, end of year
$21,483,224
Program services expenses (Part IX)
$2,910,302
Management and general expenses
$322,319
Fundraising expenses
$419,829
Program service expenses (Part III)
$2,910,302

Program services were 79.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Agnes Houseal

    Director (Through 12/31/24)

    Total calculated
    $0
    Hours/week
    1

  • Andrew Pellino

    Vice Chair (Effective 1/1/24) & Dir

    Total calculated
    $0
    Hours/week
    1

  • Andy Powell

    Chair (Effective 1/1/24) & Dir

    Total calculated
    $0
    Hours/week
    1

  • Chris Morris

    Director (Effective 1/1/24)

    Total calculated
    $0
    Hours/week
    1

  • Chris O'Bryan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Clint Kaho

    VP & Director

    Total calculated
    $552,304
    From this org
    $0
    From related orgs
    $507,414
    Other
    $44,890
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $378,606 related
    Bonus
    $0 + $118,248 related
    Other
    $0 + $10,560 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $31,690 related
    Filer's total
    $0 + $552,304 related

  • Danny McMahan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Deborah Reiss

    Director

    Total calculated
    $0
    Hours/week
    1

  • Edith Wells

    Director

    Total calculated
    $0
    Hours/week
    1

  • Guthrie Zaring

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ideisha Bellamy

    Director (Through 5/8/24)

    Total calculated
    $0
    Hours/week
    1

  • Jerry Greenwell

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jerry Simms

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Crockett

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Dadds

    Director (Effective 1/1/24)

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Velez MD

    Pres & Dir (Effective 9/1/23)

    Total calculated
    $238,886
    From this org
    $0
    From related orgs
    $227,032
    Other
    $11,854
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $219,384 related
    Bonus
    $0 + $6,619 related
    Other
    $0 + $1,029 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,854 related
    Filer's total
    $0 + $238,886 related

  • Kimberly Bunton

    Director

    Total calculated
    $0
    Hours/week
    1

  • Maggie Keith

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mary Broecker

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ramsey Nassar MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rick Robey

    Director

    Total calculated
    $0
    Hours/week
    1

  • Robert L Hook Jr

    Director

    Total calculated
    $3,000
    From this org
    $0
    From related orgs
    $3,000
    Other
    $0
    Hours/week
    1

  • Stephen Gibson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Susan Stout Tamme

    Chair (through 12/31/23) & Dir

    Total calculated
    $0
    Hours/week
    1

  • William Roby

    Director

    Total calculated
    $0
    Hours/week
    1

  • William Summers

    Director

    Total calculated
    $0
    Hours/week
    1

  • Janet Norton

    Secretary

    Total calculated
    $1,109,535
    From this org
    $0
    From related orgs
    $1,070,881
    Other
    $38,654
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $642,490 related
    Bonus
    $0 + $307,860 related
    Other
    $0 + $120,531 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $25,454 related
    Filer's total
    $0 + $1,109,535 related

  • Justin Leighty

    Asst. Secr (Through 2/14/24)

    Total calculated
    $228,057
    From this org
    $0
    From related orgs
    $190,407
    Other
    $37,650
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $189,579 related
    Bonus
    $0
    Other
    $0 + $828 related
    Deferred
    $0 + $5,841 related
    Nontaxable benefits
    $0 + $31,809 related
    Filer's total
    $0 + $228,057 related

  • Richard Carrico

    Treasurer

    Total calculated
    $913,869
    From this org
    $0
    From related orgs
    $883,091
    Other
    $30,778
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $711,974 related
    Bonus
    $0 + $155,891 related
    Other
    $0 + $15,226 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $30,778 related
    Filer's total
    $0 + $913,869 related

  • Larry Gray

    Pres & Dir (Through 8/31/23)

    Total calculated
    $802,260
    From this org
    $0
    From related orgs
    $771,959
    Other
    $30,301
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $562,415 related
    Bonus
    $0 + $191,955 related
    Other
    $0 + $17,589 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $17,101 related
    Filer's total
    $0 + $802,260 related

  • Stephen R Oglesby

    Treasurer (Through 1/6/23)

    Total calculated
    $343,444
    From this org
    $0
    From related orgs
    $336,248
    Other
    $7,196
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $277,805 related
    Bonus
    $0 + $49,875 related
    Other
    $0 + $8,568 related
    Deferred
    $0 + $6,511 related
    Nontaxable benefits
    $0 + $685 related
    Filer's total
    $0 + $343,444 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

  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
Baptist Healthcare System, a related organization of Baptist Health Foundation Greater Louisville, Inc., uses the following to establish the compensation of the organization's CEO: - Compensation committee, - Independent compensation consultant, - Form 990 of other organizations, - Written employment contract, - Compensation survey or study, and - Approval by the Board or Compensation committee
Part I, Line 4b
The following individuals received a payout from the Supplemental Executive Retirement Plan, a nonqualified deferred compensation plan, as they are fully vested in the plan: Janet Norton $97,033 Stephen R. Oglesby $6,163

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

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2023
Filed
15 July 2025
IRS schema version
2023v6.0
Source object
202511969349302121

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