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← Healthcare Advocates of Northern Kentucky Inc

Form 990 for tax year 2023

Filed by Healthcare Advocates of Northern Kentucky Inc.

Totals

Total revenue
$5,935
Total expenses
$66,877
Contributions and grants received
$5,935
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$591,140
Total liabilities, end of year
$15
Net assets or fund balances, end of year
$591,125
Program services expenses (Part IX)
$66,877
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$66,877

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

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $5,935

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $5,935 · program services $5,935

  • 22 · Depreciation, depletion and amortization

    total $60,942 · program services $60,942

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $500 · end of year $500

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $851,838

  • 10b · Land, buildings and equipment: accumulated depreciation

    $261,198

  • 10c · Land, buildings and equipment, net

    beginning of year $651,582 · end of year $590,640

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $15 · end of year $15

  • 27 · Net assets without donor restrictions

    beginning of year $652,067 · end of year $591,125

Mission and programs · 2023

Mission

To advance healthcare quality and availability in Northern Kentucky for all of its citizens.

  • Healthcare Advocates of Norther Kentucky, Inc. was founded to advance healthcare quality and availability in Northern Kentucky for all its citizens.

    Expenses $66,877

As filed on the 2023 return.

Listed in Part VII

  • Garren Colvin

    PRESIDENT

    Total calculated
    $1,427,146
    From this org
    $0
    From related orgs
    $1,378,100
    Other
    $49,046
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,221,751 related
    Bonus
    $0 + $128,297 related
    Other
    $0 + $28,052 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $30,746 related
    Filer's total
    $0 + $1,427,146 related

  • Gary Blank

    Vice President

    Total calculated
    $840,777
    From this org
    $0
    From related orgs
    $791,131
    Other
    $49,646
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $648,753 related
    Bonus
    $0 + $109,571 related
    Other
    $0 + $32,807 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $31,346 related
    Filer's total
    $0 + $840,778 related

  • Lisa Frey

    Secretary

    Total calculated
    $667,413
    From this org
    $0
    From related orgs
    $632,591
    Other
    $34,822
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,605 related
    Bonus
    $0 + $108,512 related
    Other
    $0 + $27,473 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $16,522 related
    Filer's total
    $0 + $667,412 related

  • Lori Ritchey-Baldwin

    Treasurer

    Total calculated
    $898,704
    From this org
    $0
    From related orgs
    $849,058
    Other
    $49,646
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $620,758 related
    Bonus
    $0 + $195,146 related
    Other
    $0 + $33,154 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $31,346 related
    Filer's total
    $0 + $898,705 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)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Certain individuals listed in Part VII participated in a split dollar life insurance plan provided by the parent company, St. Elizabeth Medical Center, Inc. The outstanding loan balances on the split-dollar life insurance are reported below: Gary Blank - $2,420,742 Garren Colvin - $6,597,224 Lisa Frey - $774,771 Lori Ritchey-Baldwin - $1,129,383

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 partnerships

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

  • Healthcare Solutions Network LLC

    N/A · PHO · OH

    Directly controlled by NA

  • Preferred Lab Partners LLC

    N/A · LABORATORY · KY

    Directly controlled by NA

  • BIOSKILLS LAB LLC

    N/A · BIOSKILLS LAB · KY

    Directly controlled by NA

Related corporations and trusts

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

  • ST ELIZABETH PROVIDER NETWORK INC

    C Corporation · PHYSICIAN HOSPITAL ORG. · KY

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
22 August 2024
IRS schema version
2023v5.1
Source object
202412359349300611

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