Baptist Healthcare System Inc Workers Compensation Trust
EIN 61-6145328 Louisville, KY
- Revenue 2022
- $4,138,216
- Expenses 2022
- $4,148,479
Program services were 95.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Street
- 1901 Campus Place
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2022
Mission
The sole purpose for establishment of the Trust was to enable Baptist Healthcare System, Inc.(61-0444707),a 501(c)(3) corporation, to provide workers compensation benefits, as required by KY statute, directly through self-insurance & through excess insurance policies.
Activities or mission (Part I)
To provide workers compensation benefits through a self-funded trust and excess insurance.
-
The Workers Compensation Trust provides workers compensation benefits to numerous related organizations. Payments are made to various healthcare providers for medical services and to employees for lost wages.
Expenses $3,940,451 · Revenue $4,128,667
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2022
As listed in Part VII of the 2022 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Gerard J Colman
CEO & Director
- Total calculated
- $3,563,038
- From this org
- $0
- From related orgs
- $3,233,092
- Other
- $329,946
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,440,569 related
- Bonus
- $0 + $1,773,891 related
- Other
- $0 + $18,632 related
- Deferred
- $0 + $298,326 related
- Nontaxable benefits
- $0 + $31,620 related
- Filer's total
- $0 + $3,563,038 related
-
Aaron Thompson PHD
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Bonnie Stith
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Dr Terry T Lester
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Dwain Morris
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Glenn Leveridge
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Kerry Stemler
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Linda J Thomas PHD
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Ramsey Nassar MD
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Jenny Oldham
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Robert Hook Jr
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Tammy Zimmerman
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Victoria D Buster
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Peter E Locken III MD
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
William B Shircliff
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
William Jeffrey Fultz
Director
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Stephen R Oglesby
CFO, VP, Treasurer
- Total calculated
- $1,665,241
- From this org
- $0
- From related orgs
- $1,627,181
- Other
- $38,060
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $687,277 related
- Bonus
- $0 + $459,500 related
- Other
- $0 + $480,404 related
- Deferred
- $0 + $8,700 related
- Nontaxable benefits
- $0 + $29,360 related
- Filer's total
- $0 + $1,665,241 related
-
Janet M Norton
VP & Secretary
- Total calculated
- $1,128,468
- From this org
- $0
- From related orgs
- $1,089,048
- Other
- $39,420
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $583,644 related
- Bonus
- $0 + $394,044 related
- Other
- $0 + $111,360 related
- Deferred
- $0 + $8,700 related
- Nontaxable benefits
- $0 + $30,720 related
- Filer's total
- $0 + $1,128,468 related
-
William G Sisson
Vice President
- Total calculated
- $992,018
- From this org
- $0
- From related orgs
- $969,533
- Other
- $22,485
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $645,201 related
- Bonus
- $0 + $292,796 related
- Other
- $0 + $31,536 related
- Deferred
- $0 + $8,700 related
- Nontaxable benefits
- $0 + $13,785 related
- Filer's total
- $0 + $992,018 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. Earlier years are each on their own filing page.
Filings
-
2022
- Revenue
- $4,138,216
- Expenses
- $4,148,479
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $6,805,562
- Expenses
- $6,809,037
- Assets (EOY)
- $962,738
-
2020 · 990
- Revenue
- $7,183,145
- Expenses
- $7,157,013
- Assets (EOY)
- $966,213
-
2019 · 990
- Revenue
- $4,646,255
- Expenses
- $5,649,624
- Assets (EOY)
- $940,081
-
2018 · 990
- Revenue
- $7,312,856
- Expenses
- $6,363,835
- Assets (EOY)
- $1,943,450
-
2017 · 990
- Revenue
- $5,973,241
- Expenses
- $6,806,543
- Assets (EOY)
- $994,429
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2022 return
-
Baptist Health Medical Group Inc
501(c)(3) · Physician Services · KY · controlled entity
-
Mercy Regional Emergency Medical Systems
501(c)(3) · Ambulance Service · KY · controlled entity
-
Baptist Health Foundation Richmond Inc
501(c)(3) · Fundraising · KY · controlled entity
-
Baptist Health Foundation Corbin Inc
501(c)(3) · Fundraising · KY · controlled entity
-
Baptist Health Foundation Lexington Inc
501(c)(3) · Fundraising · KY · controlled entity
-
Baptist Health Foundation Paducah Inc
501(c)(3) · Fundraising · KY · controlled entity
-
Baptist Health Foundation Greater Louisville Inc
501(c)(3) · Fundraising · KY · controlled entity
-
Baptist Healthcare Foundation Inc
501(c)(3) · Fundraising · KY · controlled entity
-
Pattie A Clay Hospital Auxiliary
501(c)(3) · Hospital Support · KY
-
501(c)(3) · Hospital · KY
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related partnerships on its 2022 return
-
Baptist East Milestone Fitness Center
N/A · Fitness Center · KY
-
Baptist Physicians Surgery Center
N/A · Ambulatory Surgery Center · KY
-
Medical Associates of Middletown
N/A · Medical Office Building · KY
-
Cumberland Valley Surgical Center LLC
N/A · Ambulatory Surgery Center · KY
Related corporations and trusts on its 2022 return
-
Baptist Health Assurance Group LTD
T · Captive Insurance Company · CJ · controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2022, the newest we have parsed for this organization.