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Nonprofiteer
← ST ELIZABETH MEDICAL CENTER INC

Form 990 for tax year 2024

Filed by ST ELIZABETH MEDICAL CENTER INC.

Totals

Total revenue
$2,186,211,019
Total expenses
$1,993,136,014
Contributions and grants received
$11,643,756
Grants paid
$9,328,231
Program service revenue
$2,063,988,859
Investment income
$103,782,818
Other revenue
$6,795,586
Total assets, end of year
$3,365,327,819
Total liabilities, end of year
$840,477,830
Net assets or fund balances, end of year
$2,524,849,989
Program services expenses (Part IX)
$1,216,367,135
Management and general expenses
$773,695,399
Fundraising expenses
$3,073,480
Program service expenses (Part III)
$1,216,367,135

Program services were 61.0% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $14,224

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $5,757,035

  • 1f · All other contributions, gifts and grants

    $5,872,497

  • 1g · Noncash contributions included above

    $3,340,861

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $1,700,165,259 · related or exempt $1,700,165,259 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: OTHER RELATED REVENUE

    total $95,046,607 · related or exempt $95,046,607 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: PHARMACY

    total $145,043,318 · related or exempt $144,898,778 · unrelated business $144,540 · excluded $0

  • 2d · Program service revenue: LABORATORY

    total $123,733,675 · related or exempt $123,510,902 · unrelated business $222,773 · excluded $0

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $54,722,170 · unrelated business $277,846 · excluded $54,444,324

  • 4 · Income from investment of tax-exempt bond proceeds

    total $513 · excluded $513

  • 6a · Gross rents

    real property $3,976,551 · personal property $0

  • 6b · Less rental expenses

    real property $4,051,914 · personal property $0

  • 6c · Rental income or loss

    real property -$75,363 · personal property $0

  • 6d · Net rental income or loss

    total -$75,363 · excluded -$75,363

  • 7a · Gross sales of assets other than inventory

    securities $441,499,425 · other assets $3,934,291

  • 7b · Less cost or other basis and sales expenses

    securities $391,966,979 · other assets $4,406,602

  • 7c · Gain or loss

    securities $49,532,446 · other assets -$472,311

  • 7d · Net gain or loss

    total $49,060,135 · excluded $49,060,135

  • 8a · Fundraising events: gross income

    $451,534

  • 8a · Fundraising events: contributions included on line 1c

    $14,224

  • 8b · Fundraising events: direct expenses

    $402,930

  • 8c · Net income from fundraising events

    total $48,604 · excluded $48,604

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 11a · Other revenue: CAFETERIA

    total $4,674,717 · unrelated business $0 · excluded $4,674,717

  • 11b · Other revenue: GIFT SHOP

    total $2,074,029 · unrelated business $0 · excluded $2,074,029

  • 11c · Other revenue: VENDING

    total $73,599 · unrelated business $0 · excluded $73,599

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $6,822,345

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,328,231 · program services $9,328,231

  • 5 · Compensation of officers, directors and key employees

    total $10,695,108 · program services $7,962,550 · management and general $2,713,380 · fundraising $19,178

  • 6 · Compensation of disqualified persons

    total $44,243 · program services $44,243 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $633,059,585 · program services $471,304,029 · management and general $160,620,305 · fundraising $1,135,251

  • 8 · Pension plan contributions

    total $33,129,521 · program services $23,683,586 · management and general $9,388,974 · fundraising $56,961

  • 9 · Other employee benefits

    total $93,478,809 · program services $67,485,340 · management and general $25,825,263 · fundraising $168,206

  • 10 · Payroll taxes

    total $43,949,791 · program services $33,108,738 · management and general $10,765,172 · fundraising $75,881

  • 11a · Fees: management

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

  • 11b · Fees: legal

    total $653,696 · program services $56,837 · management and general $596,859 · fundraising $0

  • 11c · Fees: accounting

    total $455,325 · management and general $455,325

  • 11d · Fees: lobbying

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

  • 11e · Fees: professional fundraising services

    total $60,000 · fundraising $60,000

  • 11f · Fees: investment management

    total $13,167,459 · program services $0 · management and general $13,167,459 · fundraising $0

  • 11g · Fees: other

    total $379,947,716 · program services $132,629,555 · management and general $247,317,933 · fundraising $228

  • 12 · Advertising and promotion

    total $6,650,667 · program services $508,744 · management and general $5,683,861 · fundraising $458,062

  • 13 · Office expenses

    total $20,950,303 · program services $14,343,629 · management and general $6,397,701 · fundraising $208,973

  • 14 · Information technology

    total $32,837,530 · program services $3,402,079 · management and general $29,321,493 · fundraising $113,958

  • 15 · Royalties

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

  • 16 · Occupancy

    total $26,442,066 · program services $2,054,635 · management and general $24,386,548 · fundraising $883

  • 17 · Travel

    total $2,106,537 · program services $835,176 · management and general $1,097,308 · fundraising $174,053

  • 18 · Travel or entertainment for public officials

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

  • 19 · Conferences, conventions and meetings

    total $961,243 · program services $597,858 · management and general $355,233 · fundraising $8,152

  • 20 · Interest

    total $10,213,897 · program services $116,481 · management and general $10,097,416 · fundraising $0

  • 21 · Payments to affiliates

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

  • 22 · Depreciation, depletion and amortization

    total $94,813,338 · program services $0 · management and general $94,813,338 · fundraising $0

  • 23 · Insurance

    total $18,041,677 · program services $631 · management and general $18,041,046 · fundraising $0

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $438,766,181 · program services $430,656,915 · management and general $8,036,691 · fundraising $72,575

  • 24b · Other expenses: PROVIDER TAX

    total $69,033,279 · program services $0 · management and general $69,033,279 · fundraising $0

  • 24c · Other expenses: GENERAL SUPPLIES

    total $25,085,095 · program services $13,826,519 · management and general $10,770,319 · fundraising $488,257

  • 24d · Other expenses: MAINTENANCE AND REPAIRS

    total $22,232,129 · program services $4,159,080 · management and general $18,071,254 · fundraising $1,795

  • 24e · All other expenses

    total $7,032,588 · program services $262,279 · management and general $6,739,242 · fundraising $31,067

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,558,922 · end of year $3,558,922

  • 2 · Savings and temporary cash investments

    beginning of year $162,652,668 · end of year $223,187,495

  • 3 · Pledges and grants receivable

    beginning of year $6,098,062 · end of year $9,830,447

  • 4 · Accounts receivable

    beginning of year $155,272,876 · end of year $149,126,895

  • 5 · Loans and receivables from officers and key people

    beginning of year $18,153,063 · end of year $23,453,917

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $49,241,591 · end of year $59,444,511

  • 8 · Inventories for sale or use

    beginning of year $50,735,361 · end of year $51,310,224

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,845,400 · end of year $16,495,573

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

    $1,552,693,263

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

    $775,689,955

  • 10c · Land, buildings and equipment, net

    beginning of year $785,913,570 · end of year $777,003,308

  • 11 · Investments: publicly traded securities

    beginning of year $625,189,716 · end of year $620,606,349

  • 12 · Investments: other securities

    beginning of year $999,475,385 · end of year $1,159,658,212

  • 13 · Investments: program-related

    beginning of year $32,684,954 · end of year $31,705,773

  • 14 · Intangible assets

    beginning of year $8,511,131 · end of year $7,992,968

  • 15 · Other assets

    beginning of year $266,648,854 · end of year $231,953,225

  • 17 · Accounts payable and accrued expenses

    beginning of year $288,666,975 · end of year $272,744,068

  • 19 · Deferred revenue

    beginning of year $725,191 · end of year $400,560

  • 20 · Tax-exempt bond liabilities

    beginning of year $342,576,953 · end of year $331,155,745

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $232,257,730 · end of year $236,177,457

  • 27 · Net assets without donor restrictions

    beginning of year $2,274,692,221 · end of year $2,484,673,962

  • 28 · Net assets with donor restrictions

    beginning of year $38,062,483 · end of year $40,176,027

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0

Mission and programs · 2024

Mission

AS A CATHOLIC HEALTHCARE MINISTRY, WE PROVIDE COMPREHENSIVE AND COMPASSIONATE CARE THAT IMPROVES THE HEALTH OF THE PEOPLE WE SERVE.

  • St. Elizabeth Healthcare is one of the oldest, largest, and most respected medical providers in the Northern Kentucky, Southwestern Ohio and Southeastern Indiana areas. For more than 150 years, St. Elizabeth has been the heart and soul of healthcare in Northern Kentucky. Founded with one small hospital in 1861, St. Elizabeth Healthcare now operates six facilities throughout Northern Kentucky and Southeast Indiana: St. Elizabeth Covington, St. Elizabeth Edgewood, St. Elizabeth Florence, St. Elizabeth Ft. Thomas, St. Elizabeth Grant, and St. Elizabeth Dearborn. St. Elizabeth Healthcare is sponsored by the Diocese of Covington and provided approximately $49 million in uncompensated care and benefit to the community in 2024. Within our thriving, multi-faceted organization, some of the nation's top medical professionals are working together to deliver the best care available to these areas. Our mission is to provide comprehensive and compassionate care that improves the health of the people we serve. We accomplish this through state-of-the-art technology and our dedicated associates, led by a well-respected board and executive leadership team who love this organization and our community. St. Elizabeth Healthcare's state of the art technology includes a secure internal electronic medical records system that not only gives providers access to their patients' medical records at any St. Elizabeth Healthcare or St. Elizabeth Physicians facility, but also gives the patient faster, more convenient access to their personal medical records, test results, and healthcare providers through a web portal called "MyChart." St. Elizabeth Healthcare has invested in our community for generations. St. Elizabeth Healthcare believes that reaching out to help the underprivileged and improving the overall health of the community is the foundation of its mission to provide comprehensive and compassionate care to our neighborhood and our families. It is because of this belief that the St. Elizabeth Healthcare community benefit program helps others have access to St. Elizabeth Healthcare resources and services. It is St. Elizabeth Healthcare's intention to always balance financial viability with compassionate care and to stay true to its non-profit roots. During 2024, St. Elizabeth Healthcare had total admissions of 107,694, total patient days of 215,222, and total emergency room visits of 211,097.

    Expenses $1,216,367,135 · Grants $9,328,231 · Revenue $2,063,621,578

As filed on the 2024 return.

Listed in Part VII

  • Garren Colvin

    PRESIDENT/CEO

    Total calculated
    $1,709,972
    From this org
    $1,657,850
    From related orgs
    $0
    Other
    $52,122
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $1,306,811
    Bonus
    $309,649
    Other
    $41,390
    Deferred
    $19,800
    Nontaxable benefits
    $32,322
    Filer's total
    $1,709,972

  • AJ Schaeffer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • Bob Stevens

    TRUSTEE/CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Debbie Simpson

    TRUSTEE

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Donald Price MD

    TRUSTEE

    Total calculated
    $518,913
    From this org
    $0
    From related orgs
    $459,367
    Other
    $59,546
    Hours/week
    4 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,286 related
    Bonus
    $0 + $61,459 related
    Other
    $0 + $25,622 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $39,746 related
    Filer's total
    $0 + $518,913 related

  • Jackie Sweeney MD

    TRUSTEE

    Total calculated
    $648
    From this org
    $648
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Jason Jackman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • Jeanne Schroer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • Joe Koester

    TRUSTEE

    Total calculated
    $734
    From this org
    $734
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • John Hawkins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • Kris Knochelmann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • Kristi Nelson

    TRUSTEE/CHAIR-ELECT

    Total calculated
    $27,796
    From this org
    $27,796
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Marsha Ladenburger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • Michael Jones MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • Robert Moorhead

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • Sylvia Buxton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • Lisa Frey

    EXECUTIVE VP LEGAL SERVICES/GENERAL COUNSEL/CORPORATE SECRETARY

    Total calculated
    $741,662
    From this org
    $704,957
    From related orgs
    $0
    Other
    $36,705
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $527,564
    Bonus
    $146,797
    Other
    $30,596
    Deferred
    $19,800
    Nontaxable benefits
    $16,905
    Filer's total
    $741,662

  • Lori Ritchey-Baldwin

    EXECUTIVE VP/CFO/TREASURER

    Total calculated
    $878,579
    From this org
    $826,289
    From related orgs
    $0
    Other
    $52,290
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $568,122
    Bonus
    $221,009
    Other
    $37,158
    Deferred
    $19,800
    Nontaxable benefits
    $32,490
    Filer's total
    $878,579

  • Vera Hall

    EXECUTIVE VICE PRESIDENT & COO

    Total calculated
    $571,146
    From this org
    $547,148
    From related orgs
    $0
    Other
    $23,998
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $473,799
    Bonus
    $44,359
    Other
    $28,990
    Deferred
    $19,800
    Nontaxable benefits
    $4,198
    Filer's total
    $571,146

  • Bruce Henley

    SEP CFO/TREASURER

    Total calculated
    $419,669
    From this org
    $368,866
    From related orgs
    $0
    Other
    $50,803
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $312,068
    Bonus
    $24,921
    Other
    $31,877
    Deferred
    $19,800
    Nontaxable benefits
    $31,003
    Filer's total
    $419,669

  • Bruno Giacomuzzi

    COO FLO FT COV & SVP PROF SVCS

    Total calculated
    $315,867
    From this org
    $280,502
    From related orgs
    $0
    Other
    $35,365
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $125,242
    Bonus
    $146,300
    Other
    $8,960
    Deferred
    $19,800
    Nontaxable benefits
    $15,565
    Filer's total
    $315,867

  • Gene Barber

    SENIOR VP FACILITIES

    Total calculated
    $485,240
    From this org
    $469,593
    From related orgs
    $0
    Other
    $15,647
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $310,135
    Bonus
    $100,000
    Other
    $59,458
    Deferred
    $0
    Nontaxable benefits
    $15,647
    Filer's total
    $485,240

  • Harry Watson

    SENIOR VP FACILITIES

    Total calculated
    $275,064
    From this org
    $253,822
    From related orgs
    $0
    Other
    $21,242
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $164,231
    Bonus
    $84,027
    Other
    $5,564
    Deferred
    $19,800
    Nontaxable benefits
    $1,442
    Filer's total
    $275,064

  • Heidi Murley MD

    SEP PRESIDENT/CEO

    Total calculated
    $867,983
    From this org
    $805,218
    From related orgs
    $0
    Other
    $62,765
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $576,278
    Bonus
    $221,272
    Other
    $7,668
    Deferred
    $19,800
    Nontaxable benefits
    $42,965
    Filer's total
    $867,983

  • Jacob Bast

    SEP SENIOR VP/COO

    Total calculated
    $652,031
    From this org
    $594,321
    From related orgs
    $0
    Other
    $57,710
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $445,587
    Bonus
    $145,543
    Other
    $3,191
    Deferred
    $19,800
    Nontaxable benefits
    $37,910
    Filer's total
    $652,031

  • James Horn MD

    EXECUTIVE VP & CHIEF CLINICAL OFFICER

    Total calculated
    $591,214
    From this org
    $534,114
    From related orgs
    $0
    Other
    $57,100
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $384,797
    Bonus
    $121,673
    Other
    $27,644
    Deferred
    $19,800
    Nontaxable benefits
    $37,300
    Filer's total
    $591,214

  • Julie McGregor

    SENIOR VP HUMAN RESOURCES

    Total calculated
    $687,683
    From this org
    $628,277
    From related orgs
    $0
    Other
    $59,406
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $450,352
    Bonus
    $138,049
    Other
    $39,876
    Deferred
    $19,800
    Nontaxable benefits
    $39,606
    Filer's total
    $687,683

  • Kathy Jennings

    SVP PATIENT CARE/ONCOLOGY

    Total calculated
    $348,436
    From this org
    $304,600
    From related orgs
    $0
    Other
    $43,836
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $233,794
    Bonus
    $43,249
    Other
    $27,557
    Deferred
    $18,669
    Nontaxable benefits
    $25,167
    Filer's total
    $348,436

  • Kevin Gessner

    SVP SITE ADMINISTRATOR FTT COV & HVI

    Total calculated
    $357,118
    From this org
    $309,005
    From related orgs
    $0
    Other
    $48,113
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $153,587
    Bonus
    $131,475
    Other
    $23,943
    Deferred
    $19,800
    Nontaxable benefits
    $28,313
    Filer's total
    $357,118

  • LaRoy Kendall MD

    SENIOR VP CHIEF MEDICAL OFFICER

    Total calculated
    $617,537
    From this org
    $574,256
    From related orgs
    $0
    Other
    $43,281
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $432,741
    Bonus
    $111,428
    Other
    $30,087
    Deferred
    $19,800
    Nontaxable benefits
    $23,481
    Filer's total
    $617,537

  • Latonya Brown-Puryear MD

    VP CHIEF QUALITY OFFICER

    Total calculated
    $539,540
    From this org
    $406,134
    From related orgs
    $84,401
    Other
    $49,005
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $381,866 + $35,150 related
    Bonus
    $0 + $47,388 related
    Other
    $24,268 + $1,863 related
    Deferred
    $19,800
    Nontaxable benefits
    $26,716 + $2,489 related
    Filer's total
    $452,650 + $86,890 related

  • Sarah Giolando

    SVP/CHIEF STRATEGY OFFICER THRU 11/21/2024

    Total calculated
    $691,079
    From this org
    $634,241
    From related orgs
    $0
    Other
    $56,838
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $345,896
    Bonus
    $116,283
    Other
    $172,062
    Deferred
    $19,800
    Nontaxable benefits
    $37,038
    Filer's total
    $691,079

  • Mario Castillo-Sang MD

    PHYSICIAN

    Total calculated
    $1,336,975
    From this org
    $1,311,962
    From related orgs
    $0
    Other
    $25,013
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,153,680
    Bonus
    $132,012
    Other
    $26,270
    Deferred
    $19,800
    Nontaxable benefits
    $5,213
    Filer's total
    $1,336,975

  • Mark Jordan

    PHYSICIAN

    Total calculated
    $1,134,679
    From this org
    $1,074,480
    From related orgs
    $0
    Other
    $60,199
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $982,302
    Bonus
    $65,356
    Other
    $26,822
    Deferred
    $19,800
    Nontaxable benefits
    $40,399
    Filer's total
    $1,134,679

  • Saadeddine Dughman MD

    PHYSICIAN

    Total calculated
    $1,080,454
    From this org
    $1,057,366
    From related orgs
    $0
    Other
    $23,088
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $961,826
    Bonus
    $68,556
    Other
    $26,984
    Deferred
    $19,800
    Nontaxable benefits
    $3,288
    Filer's total
    $1,080,454

  • Saeb Khoury MD

    PHYSICIAN

    Total calculated
    $1,127,682
    From this org
    $1,068,633
    From related orgs
    $0
    Other
    $59,049
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $954,674
    Bonus
    $69,583
    Other
    $44,376
    Deferred
    $19,800
    Nontaxable benefits
    $39,249
    Filer's total
    $1,127,682

  • Stephen Schutzman MD

    PHYSICIAN

    Total calculated
    $1,171,836
    From this org
    $1,111,290
    From related orgs
    $0
    Other
    $60,546
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,018,044
    Bonus
    $65,356
    Other
    $27,890
    Deferred
    $19,800
    Nontaxable benefits
    $40,746
    Filer's total
    $1,171,836

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

  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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)

Schedule J, Part I, Line 1a Travel for companions
COMPANION TRAVEL WAS PROVIDED FOR SPOUSES OF BOARD MEMBERS AT ANNUAL EDUCATIONAL RETREAT FOR SIX (6) BOARD MEMBERS / EXECUTIVES AND WAS TREATED AS FULLY TAXABLE.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
PAYMENT FOR INSURANCE PREMIUMS FOR BRUNO GIACOMUZZI WHO RETIRED IN 2024 WAS GROSSED UP FOR FICA AND TREATED AS FULLY TAXABLE.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use
HOUSING ALLOWANCE PAYMENT WAS MADE PER EMPLOYMENT CONTRACT WITH ONE (1) PERSON LISTED.
Schedule J, Part I, Line 4a Severance or change-of-control payment
SARAH GIOLANDO RECEIVED SEVERANCE $142,716 IN 2024.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Certain individuals listed in Part VII participated in a split dollar life insurance plan. Please refer to Schedule L for participants, premiums and outstanding loan amounts.
Schedule J, Part I, Line 7 Non-fixed payments
Persons listed in Part VII received Board-approved bonuses, reported on Schedule J, Part II, Column B(ii). These are nonfixed payments, contingent on performance, subject to Committee discretion, and not guaranteed.

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

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ST ELIZABETH PHYSICIAN SERVICES

    PHYSICIAN MANAGEMENT SERVICES · KY · income $0 · assets $3,558,922

    Directly controlled by ST ELIZABETH MEDICAL CENTER INC

  • SEH Holdings Inc

    Holding Company · KY · income $116,777 · assets -$1,732,682

    Directly controlled by St Elizabeth Medical Center Inc

  • Next Daybreak Inc

    Physician Management Services · KY · income $0 · assets -$875,432

    Directly controlled by St Elizabeth Medical Center Inc

Related partnerships

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

  • Health Care Solutions Network LLC

    Related · PHO · OH · 90.29% owned · share of income $410,560 · share of assets $970,837 · general or managing partner

    Directly controlled by HSN

  • Bioskills Lab LLC

    Related · Bioskills Lab · KY · 65% owned · share of income $0 · share of assets $0 · general or managing partner

    Directly controlled by SEMC

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 · 100% owned · share of income $7,358,621 · share of assets $1,701,679 · controlled entity

    Directly controlled by St Elizabeth Medical Center Inc

  • Charitable Remainder Trust (3)

    Trust · Trust · KY

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.1
Source object
202513169349307126

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