Nonprofit · EIN 31-0914919
NORTON HEALTHCARE FOUNDATION INC
Tax-exempt · LOUISVILLE, KY 40202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $14,814,328 | $11,462,640 | $3,351,688 | $68,908,165 | $2,413,571 | $66,494,594 |
| December 31, 2023 | 990 | $12,996,664 | $13,424,588 | -$427,924 | $63,915,894 | $2,432,119 | $61,483,775 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $11,007,949
- of which government grants
- $2,266,198
- Program service revenue
- $0
- Investment income
- $3,130,781
- Net gain from sales of assets
- $1,874,959
- Net income from fundraising events
- -$95,681
- Net income from gaming
- $26,496
- Net income from sales of inventory
- $744,783
- Other revenue
- $675,598
Expenses
- Grants and similar amounts paid
- $9,771,085
- Compensation of officers, directors and key employees
- $62,000
- Other salaries and wages
- $655,886
- Salaries, compensation and benefits (total)
- $1,031,171
- Professional fundraising fees
- $0
- Occupancy
- $69,088
- Travel
- $3,730
- Depreciation
- $2,951
- Program services (functional)
- $9,771,085
- Management and general (functional)
- $551,677
- Fundraising (functional)
- $1,139,878
Balance sheet and other
- Total assets, start of year
- $63,915,894
- Total assets, end of year
- $68,908,165
- Total liabilities, end of year
- $2,413,571
- Net assets, end of year
- $66,494,594
- Publicly traded securities
- $31,635,889
- Net assets without donor restrictions
- $3,758,764
- Net assets with donor restrictions
- $62,735,830
- Gross receipts
- $24,124,072
- Employees
- 9
- Volunteers
- 363
- Year formed
- 1977
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Russell F Cox | President & CEO Officer | 1 | $0 | $3,633,654 | $482,184 |
| Michael W Gough | Exec VP and COO (partial year) Officer | 1 | $0 | $3,200,723 | $16,296 |
| Adam Kempf | Sr VP & CFAO Officer | 1 | $0 | $1,418,297 | $241,646 |
| Robert B Azar | Sr VP Chief Legal Officer/Secretary Officer | 1 | $0 | $1,125,537 | $176,992 |
| Mary Lynn Meyer | Sr VP WCCP/ CDO Key employee | 6 | $60,000 | $731,650 | $128,645 |
| Matthew Ayers | Director / Sys VP, Associate Chief Hospital Officer Trustee or director | 1 | $0 | $627,189 | $116,793 |
| Brittany Frick | Director / System VP Women's Service Line Trustee or director | 1 | $0 | $390,649 | $70,602 |
| Heather Singleton | Sys Dir, Events/Community Relations Highest-paid employee | 8 | $52,655 | $210,618 | $33,299 |
| Adam Fields | Sys Dir, Planned Giving and Major Gifts Highest-paid employee | 20 | $110,403 | $110,403 | $18,484 |
| Susan Cohen | Dir, Grants Highest-paid employee | 7 | $36,239 | $108,717 | $14,887 |
| Amanda Current | Dir, Events and Internal Relations Highest-paid employee | 7 | $24,459 | $97,836 | $32,898 |
| Anne Cannon | Dir Events/Donor Relation Highest-paid employee | 7 | $25,126 | $100,503 | $15,153 |
| Jeffrey Cumberbatch | Board Chair Trustee or director, Officer | 1 | $2,000 | $0 | $0 |
| Charles Leanhart CPA | Board Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Holly Schroering | Board Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Angela Tafel | Director Trustee or director | 1 | $0 |
| Barbara Nichols | Director Trustee or director | 1 | $0 |
| Bruce White | Director Trustee or director | 1 | $0 |
| Chris Jaggers | Director (partial year) Trustee or director | 1 | $0 |
| Curt Royce | Director (partial year) Trustee or director | 1 | $0 |
| David Dafoe | Director Trustee or director | 1 | $0 |
| Gail Tway Burke | Director Trustee or director | 1 | $0 |
| George Bell | Director Trustee or director | 1 | $0 |
| Jackie Thurston | Director Trustee or director | 1 | $0 |
| Jane Riehl | Director Trustee or director | 1 | $0 |
| Janet Lively McCauley | Director Trustee or director | 1 | $0 |
| Jennifer Blair | Director Trustee or director | 1 | $0 |
| Jennifer Kramer | Director Trustee or director | 1 | $0 |
| Josie Neal Donis | Director (partial year) Trustee or director | 1 | $0 |
| Karen Hale | Director Trustee or director | 1 | $0 |
| Louis R Straub II | Director Trustee or director | 1 | $0 |
| Maureen Adams | Director Trustee or director | 1 | $0 |
| Meredith Koon | Director Trustee or director | 1 | $0 |
| Nicholas Dunigan | Director Trustee or director | 1 | $0 |
| Patricia F Kantlehner | Director Trustee or director | 1 | $0 |
| Scott Love | Director (partial year) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 35 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Russell F Cox | President & CEO Officer | 1 | $0 | $3,068,539 | $417,106 |
| Michael W Gough | Exec VP and COO Officer | 1 | $0 | $1,823,008 | $288,832 |
| Adam Kempf | Sr VP, CFO/Treasurer Officer | 1 | $0 | $1,141,705 | $223,063 |
| Robert B Azar | Sr VP Chief Legal Officer/Secretary Officer | 1 | $0 | $1,021,584 | $169,876 |
| Mary Lynn Meyer | Sr VP WCCP/ CDO Key employee | 6 | $0 | $700,811 | $125,097 |
| Matthew Ayers | Director / CAO Norton Hospital Trustee or director | 1 | $0 | $555,124 | $106,262 |
| Brittany Cook | Director / System VP NHI Trustee or director | 1 | $0 | $373,885 | $58,882 |
| Heather Singleton | Sys Dir Events/Community Relatons Highest-paid employee | 8 | $39,236 | $217,009 | $37,333 |
| Adam Fields | Sys Dir Planned Giving and Major Gifts Highest-paid employee | 20 | $82,376 | $129,504 | $18,970 |
| Susan Cohen | Dir Grants Highest-paid employee | 7 | $20,239 | $117,238 | $17,156 |
| Amanda Current | Dir, Events and Internal Relations Highest-paid employee | 7 | $15,555 | $97,739 | $36,109 |
| Anne Cannon | Dir Events/Donor Relation Highest-paid employee | 7 | $15,856 | $99,771 | $14,320 |
| Charles Leanhart CPA | Board Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Holly Schroering | Board Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jeffrey Cumberbatch | Board Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Angela Tafel | Director Trustee or director | 1 | $0 | $0 | $0 |
| Barbara Nichols | Director Trustee or director | 1 | $0 | $0 | $0 |
| Bruce White | Director Trustee or director | 1 | $0 | $0 | $0 |
| David Dafoe | Director Trustee or director | 1 | $0 | $0 | $0 |
| Doug Madison | Director Trustee or director | 1 | $0 | $0 | $0 |
| Gail Tway Burke | Director Trustee or director | 1 | $0 | $0 | $0 |
| George Bell | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jackie Thurston | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jane Riehl | Director Trustee or director | 1 | $0 | $0 | $0 |
| Janet Lively McCauley | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jennifer Blair | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jennifer Kramer | Director Trustee or director | 1 | $0 | $0 | $0 |
| Karen Hale | Director Trustee or director | 1 | $0 | $0 | $0 |
| Louis R Straub II | Director Trustee or director | 1 | $0 | $0 | $0 |
| Maureen Adams | Director Trustee or director | 1 | $0 | $0 | $0 |
| Meredith Koon | Director Trustee or director | 1 | $0 | $0 | $0 |
| Nicholas Dunigan | Director Trustee or director | 1 | $0 | $0 | $0 |
| Patricia F Kantlehner | Director Trustee or director | 1 | $0 | $0 | $0 |
| Peggy King | Director Trustee or director | 1 | $0 | $0 | $0 |
| Scott Love | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- ACCOUNTING 224 E BROADWAY 5TH FLOOR, LOUISVILLE, KY 40202-0000
- Principal officer (990 for 2024)
- RUSSELL F COX, 4967 US HIGHWAY 42 SUITE 100, LOUISVILLE, KY 40222
- Signed the 990
- Adam Kempf, CFO
- Phone
- (502) 629-3409
- Website
- WWW.NORTONHEALTHCARE.COM
- Return prepared by
- CROWE LLP
Mission
THROUGH THE GENEROSITY OF DONORS, THE NORTON HEALTHCARE FOUNDATION SUPPORTS PATIENT CARE, CAPITAL PROJECTS, EDUCATION AND RESEARCH FOR THE ADULT-SERVICE HOSPITALS AND AFFILIATED ORGANIZATIONS OF NORTON HEALTHCARE.
Program accomplishments
- The Norton Healthcare Foundation is the philanthropic arm of the not-for-profit Norton Healthcare's adult services and four adult-service hospitals: Norton Audubon Hospital, Norton Brownsboro Hospital, Norton Hospital and Norton Women's & Children's Hospital. The Norton Healthcare Foundation raises funds each year to improve programs, equipment and facilities, research and education, enabling the hospitals to stay up to date with medical advances, technology and maintaining the community's access to high-quality health care. The Foundation was able to fund the following programs in 2024: * Pastoral care chaplain residency program * Norton Cancer Institute breast health and cancer prevention and education programs * Infectious Disease support * Expressive therapists for the Norton Cancer Institute Pat Harrison Resource Center * Fellowship director for Norton Leatherman Spine * Heel, Dog, Heal facility dog program * Patient Financial AssistanceExpenses $4,924,565 · grants $4,924,565
- CAPITAL PROJECTS ARE ALSO FUNDED BY THE NORTON HEALTHCARE FOUNDATION. IN 2024, THE FOUNDATION PROVIDED FUNDING FOR THE FOLLOWING PROJECTS: *Norton West Louisville Hospital construction and equipment support *Parkinson's Center Focused Ultrasound Technology and support *NWCH Labor and Delivery room supportExpenses $4,846,520 · grants $4,846,520
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0914919
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E122)
- Assets (IRS master file)
- $68,908,165
- Income (IRS master file)
- $24,124,072
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $14,814,328 | $11,462,640 | $68,908,165 | XML |
| 990 | December 2023 | $12,996,664 | $13,424,588 | $63,915,894 | XML |
| 990 | December 2022 | $8,241,395 | $7,302,632 | $60,367,932 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0914919).
Questions about NORTON HEALTHCARE FOUNDATION INC
- What is the EIN of NORTON HEALTHCARE FOUNDATION INC?
- The employer identification number (EIN) of NORTON HEALTHCARE FOUNDATION INC is 31-0914919.
- Is NORTON HEALTHCARE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to NORTON HEALTHCARE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTON HEALTHCARE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTON HEALTHCARE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTON HEALTHCARE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NORTON HEALTHCARE FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names RUSSELL F COX.
- Who are the officers and directors of NORTON HEALTHCARE FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 36 people; 7 received compensation from the organization.
- How much revenue does NORTON HEALTHCARE FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $14,814,328, expenses of $11,462,640 and total assets of $68,908,165 at year end.
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