Totals
- Total revenue
- $11,724,250
- Total expenses
- $8,748,196
- Contributions and grants received
- $0
- Grants paid
- $59,600
- Program service revenue
- $5,235,563
- Investment income
- $6,483,538
- Other revenue
- $5,149
- Total assets, end of year
- $313,973,465
- Total liabilities, end of year
- $294,712,204
- Net assets or fund balances, end of year
- $19,261,261
- Program services expenses (Part IX)
- $6,382,240
- Management and general expenses
- $2,365,956
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,382,240
Program services were 73.0% 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
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$0
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue: INTERCOMPANY SHARED SERVICES REVENUE
total $5,235,563 · related or exempt $5,235,563 · unrelated business $0 · excluded $0
-
2b · Program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
2c · Program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
2d · Program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
2e · Program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $6,511,038 · related or exempt $0 · unrelated business $0 · excluded $6,511,038
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6a · Gross rents
real property $0 · personal property $0
-
6b · Less rental expenses
real property $0 · personal property $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
7a · Gross sales of assets other than inventory
securities $0 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $27,500 · other assets $0
-
7c · Gain or loss
securities -$27,500 · other assets $0
-
7d · Net gain or loss
total -$27,500 · related or exempt $0 · unrelated business $0 · excluded -$27,500
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0 · unrelated business $0 · excluded $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11a · Other revenue: OTHER INCOME
total $5,149 · related or exempt $0 · unrelated business $0 · excluded $5,149
-
11b · Other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11c · Other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$5,149
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $41,600 · program services $41,600
-
2 · Grants to domestic individuals
total $18,000 · program services $18,000
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $2,735,887 · program services $2,354,591 · management and general $381,296 · fundraising $0
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $1,082,850 · program services $931,935 · management and general $150,915 · fundraising $0
-
8 · Pension plan contributions
total -$342,687 · program services -$294,927 · management and general -$47,760 · fundraising $0
-
9 · Other employee benefits
total -$222,821 · program services -$191,767 · management and general -$31,054 · fundraising $0
-
10 · Payroll taxes
total $191,244 · program services $164,591 · management and general $26,653 · fundraising $0
-
11a · Fees: management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $908,330 · program services $0 · management and general $908,330 · fundraising $0
-
11c · Fees: accounting
total $56,500 · program services $0 · management and general $56,500 · fundraising $0
-
11d · Fees: lobbying
total $0 · program services $0 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $0 · fundraising $0
-
11f · Fees: investment management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11g · Fees: other
total $1,324,119 · program services $1,030,653 · management and general $293,466 · fundraising $0
-
12 · Advertising and promotion
total $617,402 · program services $480,566 · management and general $136,836 · fundraising $0
-
13 · Office expenses
total $1,089,305 · program services $847,881 · management and general $241,424 · fundraising $0
-
14 · Information technology
total $26,105 · program services $20,319 · management and general $5,786 · fundraising $0
-
15 · Royalties
total $0 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $553,467 · program services $430,801 · management and general $122,666 · fundraising $0
-
17 · Travel
total $14,662 · program services $11,412 · management and general $3,250 · fundraising $0
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $74,020 · program services $57,615 · management and general $16,405 · fundraising $0
-
20 · Interest
total $206,179 · program services $179,003 · management and general $27,176 · fundraising $0
-
21 · Payments to affiliates
total $0 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $40,532 · program services $40,379 · management and general $153 · fundraising $0
-
23 · Insurance
total $70,589 · program services $54,944 · management and general $15,645 · fundraising $0
-
24a · Other expenses: DUES
total $105,723 · program services $82,291 · management and general $23,432 · fundraising $0
-
24b · Other expenses: PHYSICIAN RECRUITMENT
total $137,030 · program services $106,660 · management and general $30,370 · fundraising $0
-
24c · Other expenses: ADMINISTRATION MISCELLANEOUS
total $20,160 · program services $15,693 · management and general $4,467 · fundraising $0
-
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 $0 · end of year $400
-
2 · Savings and temporary cash investments
beginning of year $141,473,938 · end of year $190,773,942
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year -$16,706 · end of year -$565,825
-
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
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $962,195 · end of year $1,209,300
-
10a · Land, buildings and equipment: cost or other basis
$1,101,178
-
10b · Land, buildings and equipment: accumulated depreciation
$1,095,904
-
10c · Land, buildings and equipment, net
beginning of year $10,106,516 · end of year $5,274
-
11 · Investments: publicly traded securities
beginning of year $107,499,472 · end of year $114,426,543
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $223,555 · end of year $190,490
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $123,035 · end of year $7,933,341
-
17 · Accounts payable and accrued expenses
beginning of year $5,572,725 · end of year $5,783,196
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $33,010,856 · end of year $123,978,280
-
21 · Escrow or custodial account liability
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
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $209,205,631 · end of year $164,950,728
-
27 · Net assets without donor restrictions
beginning of year $12,582,793 · end of year $19,261,261
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2024
Mission
EPHRAIM MCDOWELL HEALTH IS COMMITTED TO HELPING PEOPLE LIVE HEALTHIER THROUGH QUALITY HEALTH CARE, TRUSTING RELATIONSHIPS, AND PROVIDING VALUE TO THE PEOPLE WE SERVE.
-
THE EPHRAIM MCDOWELL HEALTH SYSTEM IS A COMPREHENSIVE, INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT SERVICES MORE THAN 119,000 RESIDENTS FROM SIX COUNTIES IN CENTRAL KENTUCKY. OUR COMPREHENSIVE RANGE OF MEDICAL SERVICES INCLUDES THE REGION'S MOST ADVANCED TECHNOLOGY AND SKILLED HEALTH CARE PROVIDERS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.
Expenses $6,382,240 · Grants $59,600 · Revenue $5,235,563
As filed on the 2024 return.
Listed in Part VII
-
Chris WhitworthCHRIS WHITWORTH
TREASURER
- Total calculated
- $4,350
- From this org
- $4,350
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 16.5 related
-
Daniel McKayDANIEL MCKAY
PRESIDENT & CEO
- Total calculated
- $978,052
- From this org
- $915,838
- From related orgs
- $0
- Other
- $62,214
- Hours/week
- 20 + 40 related
Schedule J breakdown matched by us
- Base
- $675,229
- Bonus
- $211,094
- Other
- $29,515
- Deferred
- $27,600
- Nontaxable benefits
- $34,614
- Filer's total
- $978,052
-
David GrigsonDAVID GRIGSON
CHAIR
- Total calculated
- $3,300
- From this org
- $3,300
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 9 related
-
David Montgomery MDDAVID MONTGOMERY MD
MEDICAL STAFF VICE PRESIDENT
- Total calculated
- $11,300
- From this org
- $11,300
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 9 related
-
Eric Guerrant MDERIC GUERRANT MD
VICE CHAIR
- Total calculated
- $6,150
- From this org
- $6,150
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 9 related
-
Justin Lande MDJUSTIN LANDE MD
BOARD MEMBER
- Total calculated
- $601,061
- From this org
- $0
- From related orgs
- $548,249
- Other
- $52,812
- Hours/week
- 5 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $242,032 related
- Bonus
- $0 + $266,282 related
- Other
- $0 + $39,935 related
- Deferred
- $0 + $23,000 related
- Nontaxable benefits
- $0 + $29,812 related
- Filer's total
- $0 + $601,061 related
-
Rebecca Chatham MDREBECCA CHATHAM MD
MEDICAL STAFF PRESIDENT
- Total calculated
- $3,300
- From this org
- $3,300
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 4.5 related
-
Scott BottomsSCOTT BOTTOMS
PAST CHAIR
- Total calculated
- $3,300
- From this org
- $3,300
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 9 related
-
Tiffany YeastTIFFANY YEAST
VICE CHAIR
- Total calculated
- $3,300
- From this org
- $3,300
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 15 related
-
Brian LittleBRIAN LITTLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 3.5 related
-
Chris DavisCHRIS DAVIS
EM HEALTH CARE FOUNDATION CHAIR
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 7.5 related
-
David MeadeDAVID MEADE
BOARD MEMBER
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 3.5 related
-
James DunnJAMES DUNN
BOARD MEMBER
- Total calculated
- $5,100
- From this org
- $5,100
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 8 related
-
Jeremy Tarter MDJEREMY TARTER MD
BOARD MEMBER
- Total calculated
- $3,300
- From this org
- $3,300
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 3.5 related
-
Joetta WickliffeJOETTA WICKLIFFE
BOARD MEMBER
- Total calculated
- $5,250
- From this org
- $5,250
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 8 related
-
Linda TillmanLINDA TILLMAN
BOARD MEMBER
- Total calculated
- $3,300
- From this org
- $3,300
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 3.5 related
-
Mike TaylorMIKE TAYLOR
BOARD MEMBER
- Total calculated
- $2,550
- From this org
- $2,550
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 3.5 related
-
Shawn MarkhamSHAWN MARKHAM
BOARD MEMBER
- Total calculated
- $4,050
- From this org
- $4,050
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 8 related
-
Shay PendygraftSHAY PENDYGRAFT
BOARD MEMBER
- Total calculated
- $1,950
- From this org
- $1,950
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 7.5 related
-
Thomas HagerTHOMAS HAGER
BOARD MEMBER
- Total calculated
- $3,300
- From this org
- $3,300
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 3.5 related
-
Woods AdamsWOODS ADAMS
BOARD MEMBER
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 3.5 related
-
Amanda KinmanAMANDA KINMAN
CFO
- Total calculated
- $399,262
- From this org
- $355,157
- From related orgs
- $0
- Other
- $44,105
- Hours/week
- 40 + 20 related
Schedule J breakdown matched by us
- Base
- $296,924
- Bonus
- $54,855
- Other
- $3,378
- Deferred
- $23,011
- Nontaxable benefits
- $21,094
- Filer's total
- $399,262
-
Libby MayesLIBBY MAYES
ASSISTANT VP COMMUNITY ENGAGEMENT
- Total calculated
- $270,947
- From this org
- $229,788
- From related orgs
- $0
- Other
- $41,159
- Hours/week
- 40 + 20 related
Schedule J breakdown matched by us
- Base
- $181,329
- Bonus
- $32,622
- Other
- $15,837
- Deferred
- $18,743
- Nontaxable benefits
- $22,416
- Filer's total
- $270,947
-
Nicholas SpoonmoreNICHOLAS SPOONMORE
VP STRATEGIC INITIATIVES
- Total calculated
- $364,399
- From this org
- $323,513
- From related orgs
- $0
- Other
- $40,886
- Hours/week
- 40 + 20 related
Schedule J breakdown matched by us
- Base
- $265,677
- Bonus
- $45,760
- Other
- $12,076
- Deferred
- $23,093
- Nontaxable benefits
- $17,793
- Filer's total
- $364,399
-
Rickey JansenRICKEY JANSEN
VP SYSTEM OPERATIONS
- Total calculated
- $193,241
- From this org
- $170,770
- From related orgs
- $0
- Other
- $22,471
- Hours/week
- 40 + 20 related
Schedule J breakdown matched by us
- Base
- $165,321
- Bonus
- $0
- Other
- $5,449
- Deferred
- $8,390
- Nontaxable benefits
- $14,081
- Filer's total
- $193,241
-
Tammy EnsslinTAMMY ENSSLIN
CHIEF LEGAL OFFICER
- Total calculated
- $384,325
- From this org
- $324,412
- From related orgs
- $0
- Other
- $59,913
- Hours/week
- 40 + 22 related
Schedule J breakdown matched by us
- Base
- $261,755
- Bonus
- $47,515
- Other
- $15,142
- Deferred
- $26,611
- Nontaxable benefits
- $33,302
- Filer's total
- $384,325
-
Jeremy CocanougherJEREMY COCANOUGHER
DIRECTOR MARKETING
- Total calculated
- $135,608
- From this org
- $95,724
- From related orgs
- $0
- Other
- $39,884
- Hours/week
- 40
-
Marilyn PetersonMARILYN PETERSON
DIRECTOR RISK MANAGEMENT
- Total calculated
- $115,596
- From this org
- $104,263
- From related orgs
- $0
- Other
- $11,333
- Hours/week
- 40
-
William StaplesWILLIAM STAPLES
DIRECTOR RISK / LEGAL
- Total calculated
- $182,505
- From this org
- $144,338
- From related orgs
- $0
- Other
- $38,167
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,002
- Bonus
- $0
- Other
- $9,336
- Deferred
- $8,299
- Nontaxable benefits
- $29,868
- Filer's total
- $182,505
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 6a · Pay contingent on this organization's net earnings
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
- 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 6A COMPENSATION CONTINGENT ON NET EARNINGS OF THE ORGANIZATION
- EPHRAIM MCDOWELL HEALTH, INC. AND ITS AFFILIATES HAVE MANAGEMENT INCENTIVE PLANS FOR CORPORATE OFFICERS, SENIOR VICE-PRESIDENTS, VICE-PRESIDENTS, AND DIRECTORS. ANNUAL PAYOUTS RELATED TO THESE INCENTIVE PLANS HAVE TWO COMPONENTS. 30% OF THE ANNUAL PAYOUT IS BASED ON NET OPERATING INCOME GOALS COMPARED TO BUDGET. THE OTHER 70% IS BASED ON QUALITY MEASURES, PATIENT SATISFACTION GOALS, ASSOCIATE SATISFACTION GOALS, AND SAFETY MEASURES.
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.
-
501(C)(3) · CRITICAL HOSP · KY
Directly controlled by EM HEALTH
-
EPHRAIM MCDOWELL HEALTH RESOURCE INC
501(C)(3) · HEALTHCARE · KY
Directly controlled by EM HEALTH
-
EPHRAIM MCDOWELL HEALTH CARE FOUNDATION
501(C)(3) · FUNDRAISING · KY
Directly controlled by EM HEALTH
-
EPHRAIM MCDOWELL REGIONAL MEDICAL CENTER
501(C)(3) · ACUTE HOSP · KY
Directly controlled by EM HEALTH
-
MCDOWELL HOME HEALTH AGENCY INC
501(C)(3) · HOME HEALTH · KY
Directly controlled by EM HEALTH
-
JAMES B HAGGIN MEMORIAL HOSPITAL
501(C)(3) · CIRITCAL HOSP · KY
Directly controlled by EM HEALTH
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.
-
CTRL KY SURGERY CTR
RELATED · MEDICAL SERVICES · KY · share of income $0 · share of assets $0
Directly controlled by EM REG MED CTR
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
COOPERATIVECARE INC
C CORPORATION · CONTRACTING · KY · 100% owned · share of income -$5,441 · share of assets $20,405
Directly controlled by EMH
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 August 2026
- IRS schema version
- 2024v5.1
- Source object
- 202602229349300345
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