Skip to content
Nonprofiteer
← UOFL HEALTH-SHELBYVILLE INC

Form 990 for tax year 2023

Filed by UOFL HEALTH-SHELBYVILLE INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 3 November 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$36,933,052
Total expenses
$42,556,616
Contributions and grants received
$0
Grants paid
$43,758
Program service revenue
$36,738,602
Investment income
$0
Other revenue
$194,450
Total assets, end of year
$14,790,348
Total liabilities, end of year
$6,997,578
Net assets or fund balances, end of year
$7,792,770
Program services expenses (Part IX)
$34,791,206
Management and general expenses
$7,765,410
Fundraising expenses
$0
Program service expenses (Part III)
$34,791,206

Program services were 81.8% 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.

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $36,738,602 · related or exempt $36,738,602

  • 6a · Gross rents

    real property $90,175

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $90,175

  • 6d · Net rental income or loss

    total $90,175 · excluded $90,175

  • 10a · Gross sales of inventory

    $3,925

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $3,925 · excluded $3,925

  • 11a · Other revenue: GENERAL PRODUCT SAFETY REG REVENU

    total $68,826 · related or exempt $68,826

  • 11b · Other revenue: EARNINGS IN KMRRRG

    total $15,123 · excluded $15,123

  • 11c · Other revenue: CONTRACTED SERVICES

    total $2,464 · related or exempt $2,464

  • 11d · All other revenue

    total $13,937 · related or exempt $13,937

  • 11e · Other revenue, total

    $100,350

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $43,758 · program services $43,758

  • 7 · Other salaries and wages

    total $15,133,272 · program services $12,914,206 · management and general $2,219,066

  • 8 · Pension plan contributions

    total $569,858 · program services $320,919 · management and general $248,939

  • 9 · Other employee benefits

    total $1,822,093 · program services $1,026,123 · management and general $795,970

  • 10 · Payroll taxes

    total $1,020,291 · program services $574,583 · management and general $445,708

  • 11b · Fees: legal

    total $900 · management and general $900

  • 11c · Fees: accounting

    total $519 · management and general $519

  • 11g · Fees: other

    total $9,194,093 · program services $7,094,373 · management and general $2,099,720

  • 12 · Advertising and promotion

    total $9,680 · program services $2,706 · management and general $6,974

  • 13 · Office expenses

    total $353,301 · program services $351,983 · management and general $1,318

  • 16 · Occupancy

    total $482,810 · program services $189,672 · management and general $293,138

  • 17 · Travel

    total $6,959 · program services $1,945 · management and general $5,014

  • 19 · Conferences, conventions and meetings

    total $3,769 · program services $1,054 · management and general $2,715

  • 22 · Depreciation, depletion and amortization

    total $1,587,673 · program services $954,493 · management and general $633,180

  • 23 · Insurance

    total $392,013 · program services $109,578 · management and general $282,435

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $5,812,031 · program services $5,812,031

  • 24b · Other expenses: CORPORATE ALLOCATION EX

    total $3,463,334 · program services $3,463,334

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $1,391,640 · program services $827,318 · management and general $564,322

  • 24d · Other expenses: PROVIDER TAX

    total $1,038,923 · program services $1,038,923

  • 24e · All other expenses

    total $229,699 · program services $64,207 · management and general $165,492

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $5,592,052 · end of year $5,399,130

  • 8 · Inventories for sale or use

    beginning of year $779,900 · end of year $793,436

  • 9 · Prepaid expenses and deferred charges

    beginning of year $22,575 · end of year $47,652

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

    $12,397,768

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

    $4,997,485

  • 10c · Land, buildings and equipment, net

    beginning of year $7,767,234 · end of year $7,400,283

  • 15 · Other assets

    beginning of year $1,254,182 · end of year $1,149,847

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,117,081 · end of year $4,257,793

  • 19 · Deferred revenue

    beginning of year $2,505,908 · end of year $2,505,908

  • 25 · Other liabilities

    beginning of year $1,222,182 · end of year $233,877

  • 27 · Net assets without donor restrictions

    beginning of year $8,570,772 · end of year $7,792,770

Mission and programs · 2023

Mission

TO OPERATE AND MAINTAIN A HOSPITAL AFFILIATED WITH THE UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE AND TO PROVIDE CARE FOR THE PEOPLE WHO ARE IN NEED OF THOSE, OR RELATED, MEDICAL SERVICES.

  • U OF L HEALTH - SHELBYVILLE, INC. OWNS AND OPERATES A 70-BED HOSPITAL LOCATED AT 727 HOSPITAL DRIVE IN SHELBYVILLE, KENTUCKY. FOR MORE THAN A CENTURY, SHELBYVILLE HOSPITAL HAS SERVED THE PEOPLE OF SHELBY AND SURROUNDING COUNTIES WITH HIGH-QUALITY HEALTH CARE. THE HOSPITAL SERVES RESIDENTS OF SHELBY, HENRY, AND SPENCER COUNTIES. THE HOSPITAL OFFERS A FULL COMPLEMENT OF INPATIENT AND OUTPATIENT CARE, INCLUDING: 24/7 EMERGENCY CARE, INTENSIVE CARE UNIT, INPATIENT CARE (MEDICAL/SURGICAL), DIAGNOSTIC IMAGING: MRI, CT, PET/CT, NUCLEAR CARDIOLOGY, ULTRASOUND, 3D MAMMOGRAPHY, BONE DENSITY, GENERAL AND SPECIALIZED SURGERY: ENDOSCOPY, ENT GASTROENTEROLOGY, ORTHOPEDICS, PODIATRY, UROLOGY, VASCULAR SURGERY, PAIN MANAGEMENT, CARDIOLOGY, CARDIAC REHAB/HEALTHY LIFESTYLE CENTER, SLEEP MEDICINE, FRAZIER REHAB INSTITUTE - PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, DIABETES AND NUTRITION COUNSELING, OUTPATIENT INFUSION SERVICES, CLINICAL LABORATORY AND PHARMACY.

    Expenses $34,791,206 · Grants $43,758 · Revenue $36,823,829

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Thomas D Miller

    CEO UOFL HEALTH/SECRETARY

    Total calculated
    $1,750,207
    From this org
    $0
    From related orgs
    $1,708,193
    Other
    $42,014
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,124,237 related
    Bonus
    $0 + $573,288 related
    Other
    $0 + $10,668 related
    Deferred
    $0 + $19,175 related
    Nontaxable benefits
    $0 + $22,839 related
    Filer's total
    $0 + $1,750,207 related

  • Ken Marshall

    COO UOFL HEALTH

    Total calculated
    $1,044,292
    From this org
    $0
    From related orgs
    $999,858
    Other
    $44,434
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $659,253 related
    Bonus
    $0 + $335,061 related
    Other
    $0 + $5,544 related
    Deferred
    $0 + $41,675 related
    Nontaxable benefits
    $0 + $2,759 related
    Filer's total
    $0 + $1,044,292 related

  • Andrew Duffee MD

    VICE CHAIR

    Total calculated
    $797,445
    From this org
    $0
    From related orgs
    $753,742
    Other
    $43,703
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $752,482 related
    Bonus
    $0
    Other
    $0 + $1,260 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $27,203 related
    Filer's total
    $0 + $797,445 related

  • Michael Douzuk Jr

    CFO UOFL HEALTH (END 2023)

    Total calculated
    $731,947
    From this org
    $0
    From related orgs
    $705,824
    Other
    $26,123
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,024 related
    Bonus
    $0 + $322,817 related
    Other
    $0 + $9,983 related
    Deferred
    $0 + $11,021 related
    Nontaxable benefits
    $0 + $15,102 related
    Filer's total
    $0 + $731,947 related

  • Kirk Strack

    CFO UOFL HEALTH

    Total calculated
    $669,268
    From this org
    $0
    From related orgs
    $611,197
    Other
    $58,071
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $425,599 related
    Bonus
    $0 + $183,714 related
    Other
    $0 + $1,884 related
    Deferred
    $0 + $41,675 related
    Nontaxable benefits
    $0 + $16,396 related
    Filer's total
    $0 + $669,268 related

  • Timothy Aaron Garofola

    CEO SHELBYVILLE HOSPITAL

    Total calculated
    $513,557
    From this org
    $0
    From related orgs
    $471,377
    Other
    $42,180
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $309,691 related
    Bonus
    $0 + $160,983 related
    Other
    $0 + $703 related
    Deferred
    $0 + $16,877 related
    Nontaxable benefits
    $0 + $25,303 related
    Filer's total
    $0 + $513,557 related

  • Valerie Briones-Pryor MD

    BOARD MEMBER

    Total calculated
    $429,301
    From this org
    $0
    From related orgs
    $387,015
    Other
    $42,286
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $386,025 related
    Bonus
    $0
    Other
    $0 + $990 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $25,786 related
    Filer's total
    $0 + $429,301 related

  • Greg Pfister MD

    MEMBER

    Total calculated
    $382,817
    From this org
    $0
    From related orgs
    $361,368
    Other
    $21,449
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $360,681 related
    Bonus
    $0
    Other
    $0 + $687 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $4,949 related
    Filer's total
    $0 + $382,817 related

  • Annessa Baker

    COO/CNO

    Total calculated
    $234,368
    From this org
    $0
    From related orgs
    $214,845
    Other
    $19,523
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $171,258 related
    Bonus
    $0 + $42,047 related
    Other
    $0 + $1,540 related
    Deferred
    $0 + $11,617 related
    Nontaxable benefits
    $0 + $7,906 related
    Filer's total
    $0 + $234,368 related

  • Kenneth Gardner MD

    MEMBER

    Total calculated
    $220,984
    From this org
    $0
    From related orgs
    $189,638
    Other
    $31,346
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,094 related
    Bonus
    $0 + $14,972 related
    Other
    $0 + $4,572 related
    Deferred
    $0 + $9,486 related
    Nontaxable benefits
    $0 + $21,860 related
    Filer's total
    $0 + $220,984 related

  • James Bose

    DIRECTOR - IMAGING SERVICES

    Total calculated
    $179,163
    From this org
    $0
    From related orgs
    $148,700
    Other
    $30,463
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $128,955 related
    Bonus
    $0 + $19,517 related
    Other
    $0 + $228 related
    Deferred
    $0 + $6,558 related
    Nontaxable benefits
    $0 + $23,905 related
    Filer's total
    $0 + $179,163 related

  • Kelly Nolan

    DIRECTOR - NURSING

    Total calculated
    $176,168
    From this org
    $0
    From related orgs
    $161,224
    Other
    $14,944
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $143,633 related
    Bonus
    $0 + $17,506 related
    Other
    $0 + $85 related
    Deferred
    $0 + $8,388 related
    Nontaxable benefits
    $0 + $6,556 related
    Filer's total
    $0 + $176,168 related

  • Amy Capps

    DIRECTOR - NURSING

    Total calculated
    $166,144
    From this org
    $0
    From related orgs
    $134,318
    Other
    $31,826
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $116,534 related
    Bonus
    $0 + $17,587 related
    Other
    $0 + $197 related
    Deferred
    $0 + $8,029 related
    Nontaxable benefits
    $0 + $23,797 related
    Filer's total
    $0 + $166,144 related

  • Michelle H Ledger

    DIRECTOR - LABRATORY

    Total calculated
    $152,027
    From this org
    $0
    From related orgs
    $123,472
    Other
    $28,555
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $106,451 related
    Bonus
    $0 + $16,537 related
    Other
    $0 + $484 related
    Deferred
    $0 + $7,421 related
    Nontaxable benefits
    $0 + $21,134 related
    Filer's total
    $0 + $152,027 related

  • Emily Miracle

    DIRECTOR - QUALITY PATIENT SAFETY

    Total calculated
    $121,518
    From this org
    $0
    From related orgs
    $110,106
    Other
    $11,412
    Hours/week
    40

  • Pat Hargadon

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ron Caughron

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ray Leathers

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gary Walls

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Janice Harris

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Steve Meador

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Troy Rawlins

    MEMBER

    Total calculated
    $0
    Hours/week
    1

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

  • 7 · Other non-fixed payments

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
  • 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)

PART I, LINE 7
THERE IS A SHORT TERM INCENTIVE PLAN THAT ELIGIBLE UOFL HEALTH - SHELBYVILLE INC. EMPLOYEES MAY RECEIVE BASED ON MEETING CERTAIN BENCHMARKS. THE PLAN IS BASED ON MEETING FINANCIAL GOALS, DESIRED PATIENT QUALITY OUTCOMES, PATIENT SATISFACTION SCORES AND IS CONSISTENT WITH MARKET PRACTICES AND THE ORGANIZATION'S COMPENSATION PHILOSOPHY.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202531299349302323

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.