Nonprofit · EIN 61-1480774
BAPTIST HEALTH FOUNDATION LEXINGTON INC
Tax-exempt · LOUISVILLE, KY 40299
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $5,029,507 | $2,303,637 | $2,725,870 | $9,316,887 | $1,087 | $9,315,800 |
| August 31, 2024 | 990 | $2,614,482 | $2,494,216 | $120,266 | $6,258,968 | $37,176 | $6,221,792 |
| August 31, 2023 | 990 | $1,749,427 | $2,558,123 | -$808,696 | $5,639,801 | $61,974 | $5,577,827 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $4,924,875
- of which government grants
- $183,855
- Program service revenue
- $0
- Investment income
- $104,632
- Net gain from sales of assets
- $59,208
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,791,238
- Other salaries and wages
- $342,903
- Salaries, compensation and benefits (total)
- $441,613
- Professional fundraising fees
- $0
- Travel
- $9,007
- Program services (functional)
- $1,791,238
- Management and general (functional)
- $314,643
- Fundraising (functional)
- $197,756
Balance sheet and other
- Total assets, start of year
- $6,258,968
- Total assets, end of year
- $9,316,887
- Total liabilities, end of year
- $1,087
- Net assets, end of year
- $9,315,800
- Publicly traded securities
- $2,559,623
- Net assets without donor restrictions
- $1,919,622
- Net assets with donor restrictions
- $7,396,178
- Gross receipts
- $5,029,507
- Employees
- 3
- Volunteers
- 30
- Year formed
- 2003
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Richard Carrico | Treasurer Officer | 1 | $0 | $1,615,014 | $51,104 |
| Janet Norton | Secretary Officer | 1 | $0 | $1,211,941 | $40,610 |
| Christopher Roty | President & Director Trustee or director, Officer | 1 | $0 | $949,823 | $48,056 |
| Stephanie Doom | Asst Treasurer Officer | 1 | $0 | $301,451 | $24,119 |
| Karen Hutson | Asst Secr (Through 1/15/25) Officer | 40 | $0 | $45,848 | $23,168 |
| Akasha Hira | Director (Through 12/31/24) Trustee or director | 1 | $0 | $0 | $0 |
| Bryan Fuller | Director Trustee or director | 1 | $0 | $0 | $0 |
| Dave Baker | Director (Effective 7/1/25) Trustee or director | 1 | $0 | $0 | $0 |
| Debbie Sutherland-Comley | Director Trustee or director | 1 | $0 | $0 | $0 |
| Herbert A Miller Jr | Director (Effective 7/1/25) Trustee or director | 1 | $0 | $0 | $0 |
| Jim Allison | Director (Through 12/31/24) Trustee or director | 1 | $0 | $0 | $0 |
| Kristi Lykins | Director Trustee or director | 1 | $0 | $0 | $0 |
| Lee Carter | Director Trustee or director | 1 | $0 | $0 | $0 |
| Lisa Tomassoni | Director (Through 12/31/24) Trustee or director | 1 | $0 | $0 | $0 |
| Marc Taylor | Director Trustee or director | 1 | $0 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mike Edwards | Director Trustee or director | 1 | $0 |
| Mike Towles | Vice Chairman & Director Trustee or director, Officer | 1 | $0 |
| Mollie Brennan | Director Trustee or director | 1 | $0 |
| Patty Smith | Chairman & Director Trustee or director, Officer | 1 | $0 |
| Randall Vaughn | Director (Effective 7/1/25) Trustee or director | 1 | $0 |
| Randy Shelley | Director Trustee or director | 1 | $0 |
| Ron Turner | Director (Through 1/17/25) Trustee or director | 1 | $0 |
| Rufus Friday | Director (Effective 7/1/25) Trustee or director | 1 | $0 |
| Sammy Leslie | Director Trustee or director | 1 | $0 |
| Stephen M Manella | Director Trustee or director | 1 | $0 |
| Trish Takacs Golibersuch DMD | Director (Effective 1/1/25) Trustee or director | 1 | $0 |
| William Craig Turner | Director (Effective 7/1/25) Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Janet Norton | Secretary Officer | 1 | $0 | $1,070,881 | $38,654 |
| Richard Carrico | Treasurer Officer | 1 | $0 | $883,091 | $30,778 |
| Christopher Roty | President & Director Trustee or director, Officer | 1 | $0 | $834,183 | $45,611 |
| Amanda Henson | Former VP (Through 8/1/19) Former | 0 | $0 | $413,067 | $21,055 |
| Stephen R Oglesby | Former Treasurer (Through 1/6/23) Former | 0 | $0 | $336,248 | $7,196 |
| Stephanie Doom | Asst Treasurer Officer | 1 | $0 | $256,065 | $22,139 |
| James Borders MD | Former VP (Through 1/26/22) Former | 0 | $0 | $199,906 | $3,915 |
| Karen Hutson | Assistant Secretary Officer | 40 | $0 | $44,377 | $22,208 |
| Akasha Hira | Director Trustee or director | 1 | $0 | $0 | $0 |
| Brett Setzer | Director (Through 12/31/23) Trustee or director | 1 | $0 | $0 | $0 |
| Bryan Fuller | Director (Effective 1/1/24) Trustee or director | 1 | $0 | $0 | $0 |
| C Joseph Beavin | Director (Through 12/31/23) Trustee or director | 1 | $0 | $0 | $0 |
| Christine Stanley | Director (Through 12/31/23) Trustee or director | 1 | $0 | $0 | $0 |
| Debbie Sutherland-Comley | Director Trustee or director | 1 | $0 | $0 | $0 |
| Dr James E Miller | Director (Through 12/31/23) Trustee or director | 1 | $0 | $0 | $0 |
| Jim Allison | Director Trustee or director | 1 | $0 | $0 | $0 |
| Kristi Lykins | Director (Effective 3/26/24) Trustee or director | 1 | $0 | $0 | $0 |
| Lee Carter | Chair (Through 12/31/23) & Dir Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Lisa Tomassoni | Director Trustee or director | 1 | $0 | $0 | $0 |
| Marc Taylor | Director Trustee or director | 1 | $0 | $0 | $0 |
| Marta S Hayne MD | Director (Through 12/31/23) Trustee or director | 1 | $0 | $0 | $0 |
| Mike Edwards | Director (Effective 1/1/24) Trustee or director | 1 | $0 | $0 | $0 |
| Mike Towles | Vice Chair (Effective 1/1/24) & Dir Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Mollie Brennan | Director (Effective 1/1/24) Trustee or director | 1 | $0 | $0 | $0 |
| Patricia E Takacs DMD | Director (Through 12/31/23) Trustee or director | 1 | $0 | $0 | $0 |
| Patty Smith | Chair (Effective 1/1/24) & Dir Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Randy Shelley | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ron Turner | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sammy Leslie | Director Trustee or director | 1 | $0 | $0 | $0 |
| Stephen M Manella | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Stephen R Oglesby | Treasurer (Through 1/6/23) Officer | 1 | $0 | $1,445,051 | $42,974 |
| Janet Norton | Secretary Officer | 1 | $0 | $1,039,221 | $43,714 |
| Christopher Roty | President & Director Trustee or director, Officer | 1 | $0 | $813,276 | $42,945 |
| James Borders MD | Former VP (Through 1/26/22) Former | 0 | $0 | $451,888 | $30,026 |
| Amanda Henson | Former VP (Through 8/19) Former | 0 | $0 | $394,787 | $32,217 |
| Stephanie Doom | Asst Treasurer Officer | 1 | $0 | $246,665 | $21,485 |
| Karen Hutson | Asst Secretary Officer | 40 | $0 | $38,261 | $19,957 |
| Akasha Hira | Director Trustee or director | 1 | $0 | $0 | $0 |
| Becky Reinhold | Director (Through 4/12/23) Trustee or director | 1 | $0 | $0 | $0 |
| Brett Setzer | Director Trustee or director | 1 | $0 | $0 | $0 |
| C Joseph Beavin | Director Trustee or director | 1 | $0 | $0 | $0 |
| Christine Stanley | Director Trustee or director | 1 | $0 | $0 | $0 |
| Debbie Sutherland-Comley | Director Trustee or director | 1 | $0 | $0 | $0 |
| Doug Hacker | Vice Chair & Dir (Through 12/31/22) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Dr James E Miller | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jeffrey Fraley | Director (Through 12/31/22) Trustee or director | 1 | $0 | $0 | $0 |
| Jim Allison | Director (Effective 1/1/23) Trustee or director | 1 | $0 | $0 | $0 |
| Lee Carter | Chairman & Director Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Lisa Tomassoni | Director Trustee or director | 1 | $0 | $0 | $0 |
| Marc Taylor | Director (Effective 1/1/23) Trustee or director | 1 | $0 | $0 | $0 |
| Marta S Hayne MD | Director Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Mike Towles | Director (Effective 1/1/23) Trustee or director | 1 | $0 | $0 | $0 |
| Patricia E Takacs DMD | Director Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Patty Smith | Vice Chair & Dir (Effective 1/1/22) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Randy Shelley | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ron Turner | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sammy Leslie | Director (Effective 1/1/23) Trustee or director | 1 | $0 | $0 | $0 |
| Stephen M Manella | Director Trustee or director | 1 | $0 | $0 | $0 |
| Terri J Jones | Director (Through 12/31/22) Trustee or director | 1 | $0 | $0 | $0 |
| Richard Carrico | Treasurer (Effective 2/6/23) Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1901 CAMPUS PL, LOUISVILLE, KY 40299-2308
- In care of
- % JOHN FRANKE
- Principal officer (990 for 2024)
- Christopher Roty, 1740 Nicholasville Rd, Lexington, KY 40503
- Signed the 990
- Richard F Carrico, Treasurer
- Phone
- (859) 260-6105
- Website
- www.supportbaptisthealth.org
Mission
Baptist Health Foundation Lexington is a non-profit, non-stock corporation which operates to promote philanthropy and charitable giving to provide resources to assist, advance, and strengthen Baptist Health Lexington, a hospital owned and operated by Baptist Healthcare System, Inc. in fulfilling the mission of the hospital and Baptist Healthcare System, Inc. to provide quality healthcare services to meet the region's health needs. Baptist Healthcare System, Inc. is described under Section 501(C)(3) and is classified under Section 509(A)(1) as a public charity. The foundation is operated exclusively for the benefit of, to perform the functions of, and to carry out the mission and purposes of Baptist Healthcare System, Inc.
Program accomplishments
- The primary purpose of Baptist Health Foundation Lexington is to promote philanthropy and charitable giving to provide resources to assist, advance, and strengthen Baptist Health Lexington, a hospital owned and operated by Baptist Healthcare System, Inc., in fulfilling the mission of the hospital and Baptist Healthcare System, Inc. providing for the region's health needs. Baptist Health Lexington Hospital provides medically necessary care to all patients regardless of race, religion, sex, national origin, disability, age or ability to pay. Donations made to Baptist Health Foundation Lexington are used to support patient care and capital needs of Baptist Health Lexington Hospital.Expenses $1,791,238 · grants $1,791,238
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 61-1480774
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2005
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E112)
- Assets (IRS master file)
- $9,316,887
- Income (IRS master file)
- $5,029,507
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $5,029,507 | $2,303,637 | $9,316,887 | XML |
| 990 | August 2024 | $2,614,482 | $2,494,216 | $6,258,968 | XML |
| 990 | August 2023 | $1,749,427 | $2,558,123 | $5,639,801 | XML |
| 990 | August 2022 | $4,760,030 | $894,701 | $6,030,860 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 61-1480774).
Questions about BAPTIST HEALTH FOUNDATION LEXINGTON INC
- What is the EIN of BAPTIST HEALTH FOUNDATION LEXINGTON INC?
- The employer identification number (EIN) of BAPTIST HEALTH FOUNDATION LEXINGTON INC is 61-1480774.
- Is BAPTIST HEALTH FOUNDATION LEXINGTON INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to BAPTIST HEALTH FOUNDATION LEXINGTON INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does BAPTIST HEALTH FOUNDATION LEXINGTON 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 BAPTIST HEALTH FOUNDATION LEXINGTON INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BAPTIST HEALTH FOUNDATION LEXINGTON INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of BAPTIST HEALTH FOUNDATION LEXINGTON INC?
- The 990 for the year ended August 31, 2025 names Christopher Roty.
- Who are the officers and directors of BAPTIST HEALTH FOUNDATION LEXINGTON INC?
- The 990 for the year ended August 31, 2025 lists 27 people; 0 received compensation from the organization.
- How much revenue does BAPTIST HEALTH FOUNDATION LEXINGTON INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $5,029,507, expenses of $2,303,637 and total assets of $9,316,887 at year end.
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