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Nonprofiteer
← BAPTIST HEALTH FOUNDATION GREATER LOUISVILLE INC

Form 990 for tax year 2024

Filed by BAPTIST HEALTH FOUNDATION GREATER LOUISVILLE INC.

Totals

Total revenue
$4,457,120
Total expenses
$6,218,743
Contributions and grants received
$4,156,355
Grants paid
$5,547,352
Program service revenue
$0
Investment income
$277,051
Other revenue
$23,714
Total assets, end of year
$20,903,262
Total liabilities, end of year
$144,278
Net assets or fund balances, end of year
$20,758,984
Program services expenses (Part IX)
$5,547,352
Management and general expenses
$278,027
Fundraising expenses
$393,364
Program service expenses (Part III)
$5,547,352

Program services were 89.2% 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 & Director

    Total calculated
    $0
    Hours/week
    1

  • Andy Powell

    Chair & Director

    Total calculated
    $0
    Hours/week
    1

  • Bob Stopher

    Director (Effective 7/1/25)

    Total calculated
    $0
    Hours/week
    1

  • Carl Thomas

    Director (Effective 7/1/25)

    Total calculated
    $0
    Hours/week
    1

  • Chris Morris

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chris O'Bryan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Clint Kaho

    VP & Director (Through 7/1/25)

    Total calculated
    $629,100
    From this org
    $0
    From related orgs
    $581,862
    Other
    $47,238
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $390,926 related
    Bonus
    $0 + $180,776 related
    Other
    $0 + $10,160 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $33,438 related
    Filer's total
    $0 + $629,100 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

  • Jerry Greenwell

    Director (Through 7/1/25)

    Total calculated
    $0
    Hours/week
    1

  • Jerry Hall

    Director (1/1/25 through 7/1/25)

    Total calculated
    $0
    Hours/week
    1

  • Jerry Simms

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Crockett

    Director (Through 12/31/24)

    Total calculated
    $0
    Hours/week
    1

  • John Dadds

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Velez MD

    President & Director

    Total calculated
    $761,749
    From this org
    $0
    From related orgs
    $719,986
    Other
    $41,763
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $534,692 related
    Bonus
    $0 + $182,652 related
    Other
    $0 + $2,642 related
    Deferred
    $0 + $9,195 related
    Nontaxable benefits
    $0 + $32,568 related
    Filer's total
    $0 + $761,749 related

  • Kellie Watson

    Director (Effective 7/1/25)

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Bunton

    Director

    Total calculated
    $0
    Hours/week
    1

  • Maggie Keith

    Director (Through 12/31/24)

    Total calculated
    $0
    Hours/week
    1

  • Mary Broecker

    Director (Through 7/1/25)

    Total calculated
    $0
    Hours/week
    1

  • Nancy Laird

    Director (Effective 1/1/25)

    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 + 1 related

  • Stephen Gibson

    Director (Through 7/1/25)

    Total calculated
    $0
    Hours/week
    1

  • Susan Stout Tamme

    Director

    Total calculated
    $0
    Hours/week
    1

  • William Roby Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • William Summers

    Director

    Total calculated
    $0
    Hours/week
    1

  • Janet Norton

    Secretary

    Total calculated
    $1,252,551
    From this org
    $0
    From related orgs
    $1,211,941
    Other
    $40,610
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $663,360 related
    Bonus
    $0 + $425,349 related
    Other
    $0 + $123,232 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $26,810 related
    Filer's total
    $0 + $1,252,551 related

  • Richard F Carrico

    Treasurer

    Total calculated
    $1,666,118
    From this org
    $0
    From related orgs
    $1,615,014
    Other
    $51,104
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $849,088 related
    Bonus
    $0 + $487,888 related
    Other
    $0 + $278,038 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $37,304 related
    Filer's total
    $0 + $1,666,118 related

  • Larry Gray

    Pres & Dir (Through 8/31/23)

    Total calculated
    $70,067
    From this org
    $0
    From related orgs
    $70,067
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $70,067 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $70,067 related

  • Justin Leighty

    Asst. Secr (Through 2/14/24)

    Total calculated
    $236,483
    From this org
    $0
    From related orgs
    $196,785
    Other
    $39,698
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,241 related
    Bonus
    $0
    Other
    $0 + $544 related
    Deferred
    $0 + $6,030 related
    Nontaxable benefits
    $0 + $33,668 related
    Filer's total
    $0 + $236,483 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: Janet Norton $99,734 Richard F. Carrico $254,540

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
2024
Filed
15 July 2026
IRS schema version
2024v5.5
Source object
202621969349302692

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