Nonprofit · EIN 20-0292291
BAPTIST HEALTH FOUNDATION GREATER LOUISVILLE INC
Tax-exempt · LOUISVILLE, KY 40299
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $4,457,120 | $6,218,743 | -$1,761,623 | $20,903,262 | $144,278 | $20,758,984 |
| August 31, 2024 | 990 | $4,527,315 | $3,652,450 | $874,865 | $21,594,164 | $110,940 | $21,483,224 |
| August 31, 2023 | 990 | $4,010,105 | $2,047,358 | $1,962,747 | $18,915,674 | $129,530 | $18,786,144 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $4,156,355
- Program service revenue
- $0
- Investment income
- $277,051
- Net gain from sales of assets
- $145,806
- Net income from fundraising events
- $23,714
- Other revenue
- $23,714
Expenses
- Grants and similar amounts paid
- $5,547,352
- Other salaries and wages
- $354,617
- Salaries, compensation and benefits (total)
- $451,395
- Professional fundraising fees
- $0
- Travel
- $522
- Program services (functional)
- $5,547,352
- Management and general (functional)
- $278,027
- Fundraising (functional)
- $393,364
Balance sheet and other
- Total assets, start of year
- $21,594,164
- Total assets, end of year
- $20,903,262
- Total liabilities, end of year
- $144,278
- Net assets, end of year
- $20,758,984
- Publicly traded securities
- $7,993,885
- Net assets without donor restrictions
- $7,800,662
- Net assets with donor restrictions
- $12,958,322
- Gross receipts
- $4,545,586
- Employees
- 4
- Volunteers
- 40
- 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 F Carrico | Treasurer Officer | 1 | $0 | $1,615,014 | $51,104 |
| Janet Norton | Secretary Officer | 1 | $0 | $1,211,941 | $40,610 |
| Jonathan Velez MD | President & Director Trustee or director, Officer | 1 | $0 | $719,986 | $41,763 |
| Clint Kaho | VP & Director (Through 7/1/25) Trustee or director, Officer | 1 | $0 | $581,862 | $47,238 |
| Justin Leighty | Asst. Secr (Through 2/14/24) Former | 0 | $0 | $196,785 | $39,698 |
| Larry Gray | Pres & Dir (Through 8/31/23) Former | 0 | $0 | $70,067 | $0 |
| Robert L Hook Jr | Director Trustee or director | 1 | $0 | $3,000 | $0 |
| Agnes Houseal | Director (Through 12/31/24) Trustee or director | 1 | $0 | $0 | $0 |
| Andrew Pellino | Vice Chair & Director Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Andy Powell | Chair & Director Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Bob Stopher | Director (Effective 7/1/25) Trustee or director | 1 | $0 | $0 | $0 |
| Carl Thomas | Director (Effective 7/1/25) Trustee or director | 1 | $0 | $0 | $0 |
| Chris Morris | Director Trustee or director | 1 | $0 | $0 | $0 |
| Chris O'Bryan | Director Trustee or director | 1 | $0 | $0 | $0 |
| Danny McMahan | Director Trustee or director | 1 | $0 | $0 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Deborah Reiss | Director Trustee or director | 1 | $0 |
| Edith Wells | Director Trustee or director | 1 | $0 |
| Guthrie Zaring | Director Trustee or director | 1 | $0 |
| Jerry Greenwell | Director (Through 7/1/25) Trustee or director | 1 | $0 |
| Jerry Hall | Director (1/1/25 through 7/1/25) Trustee or director | 1 | $0 |
| Jerry Simms | Director Trustee or director | 1 | $0 |
| John Crockett | Director (Through 12/31/24) Trustee or director | 1 | $0 |
| John Dadds | Director Trustee or director | 1 | $0 |
| Kellie Watson | Director (Effective 7/1/25) Trustee or director | 1 | $0 |
| Kimberly Bunton | Director Trustee or director | 1 | $0 |
| Maggie Keith | Director (Through 12/31/24) Trustee or director | 1 | $0 |
| Mary Broecker | Director (Through 7/1/25) Trustee or director | 1 | $0 |
| Nancy Laird | Director (Effective 1/1/25) Trustee or director | 1 | $0 |
| Ramsey Nassar MD | Director Trustee or director | 1 | $0 |
| Rick Robey | Director Trustee or director | 1 | $0 |
| Stephen Gibson | Director (Through 7/1/25) Trustee or director | 1 | $0 |
| Susan Stout Tamme | Director Trustee or director | 1 | $0 |
| William Roby Jr | Director Trustee or director | 1 | $0 |
| William Summers | Director Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 31 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 |
| Larry Gray | Pres & Dir (Through 8/31/23) Former | 0 | $0 | $771,959 | $30,301 |
| Clint Kaho | VP & Director Trustee or director, Officer | 1 | $0 | $507,414 | $44,890 |
| Stephen R Oglesby | Treasurer (Through 1/6/23) Former | 0 | $0 | $336,248 | $7,196 |
| Jonathan Velez MD | Pres & Dir (Effective 9/1/23) Trustee or director, Officer | 1 | $0 | $227,032 | $11,854 |
| Justin Leighty | Asst. Secr (Through 2/14/24) Officer | 40 | $0 | $190,407 | $37,650 |
| Robert L Hook Jr | Director Trustee or director | 1 | $0 | $3,000 | $0 |
| Agnes Houseal | Director (Through 12/31/24) Trustee or director | 1 | $0 | $0 | $0 |
| Andrew Pellino | Vice Chair (Effective 1/1/24) & Dir Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Andy Powell | Chair (Effective 1/1/24) & Dir Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Chris Morris | Director (Effective 1/1/24) Trustee or director | 1 | $0 | $0 | $0 |
| Chris O'Bryan | Director Trustee or director | 1 | $0 | $0 | $0 |
| Danny McMahan | Director Trustee or director | 1 | $0 | $0 | $0 |
| Deborah Reiss | Director Trustee or director | 1 | $0 | $0 | $0 |
| Edith Wells | Director Trustee or director | 1 | $0 | $0 | $0 |
| Guthrie Zaring | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ideisha Bellamy | Director (Through 5/8/24) Trustee or director | 1 | $0 | $0 | $0 |
| Jerry Greenwell | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jerry Simms | Director Trustee or director | 1 | $0 | $0 | $0 |
| John Crockett | Director Trustee or director | 1 | $0 | $0 | $0 |
| John Dadds | Director (Effective 1/1/24) Trustee or director | 1 | $0 | $0 | $0 |
| Kimberly Bunton | Director Trustee or director | 1 | $0 | $0 | $0 |
| Maggie Keith | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mary Broecker | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ramsey Nassar MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Rick Robey | Director Trustee or director | 1 | $0 | $0 | $0 |
| Stephen Gibson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Susan Stout Tamme | Chair (through 12/31/23) & Dir Trustee or director, Officer | 1 | $0 | $0 | $0 |
| William Roby | Director Trustee or director | 1 | $0 | $0 | $0 |
| William Summers | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 32 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 |
| Larry Gray | Pres & Dir (Through 8/31/2023) Trustee or director, Officer | 1 | $0 | $805,763 | $34,685 |
| Clint Kaho | VP & Director Trustee or director, Officer | 1 | $0 | $534,400 | $42,320 |
| Justin Leighty | Asst. Secretary Officer | 40 | $0 | $182,985 | $35,772 |
| Robert L Hook Jr | Director Trustee or director | 1 | $0 | $3,000 | $0 |
| Agnes Houseal | Director (Effective 8/29/23) Trustee or director | 1 | $0 | $0 | $0 |
| Andrew Pellino | Director Trustee or director | 1 | $0 | $0 | $0 |
| Andy Powell | Vice Chairman & Director Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Chris O'Bryan | Director Trustee or director | 1 | $0 | $0 | $0 |
| Danny McMahan | Director (Through 12/31/22) Trustee or director | 1 | $0 | $0 | $0 |
| Deborah Reiss | Director Trustee or director | 1 | $0 | $0 | $0 |
| Edith Wells | Director (Through 12/31/22) Trustee or director | 1 | $0 | $0 | $0 |
| Guthrie Zaring | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ideisha Bellamy | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jerry Greenwell | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jerry Simms | Director Trustee or director | 1 | $0 | $0 | $0 |
| Joan Zink | Director (Through 12/31/22) Trustee or director | 1 | $0 | $0 | $0 |
| John Crockett | Director Trustee or director | 1 | $0 | $0 | $0 |
| Kimberly Bunton | Director (Effective 1/1/23) Trustee or director | 1 | $0 | $0 | $0 |
| Maggie Keith | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mary Broecker | Director (Effective 1/1/23) Trustee or director | 1 | $0 | $0 | $0 |
| Mary Snook PHD | Director (Through 12/31/22) Trustee or director | 1 | $0 | $0 | $0 |
| Ramsey Nassar MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Rick Robey | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sara Lose | Director Trustee or director | 1 | $0 | $0 | $0 |
| Stephen Gibson | Director (Effective 1/1/23) Trustee or director | 1 | $0 | $0 | $0 |
| Susan Stout Tamme | Chairman & Director Trustee or director, Officer | 1 | $0 | $0 | $0 |
| William Roby | Director Trustee or director | 1 | $0 | $0 | $0 |
| William Summers | Director Trustee or director | 1 | $0 | $0 | $0 |
| Woodford Hoagland | Director (Through 11/9/22) 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
- % JAMES MORRIS
- Principal officer (990 for 2024)
- Jonathan Velez MD, 4000 Kresge Way, Louisville, KY 40207
- Signed the 990
- Richard F Carrico, Treasurer
- Phone
- (502) 896-7495
- Website
- WWW.SUPPORTBAPTISTHEALTH.ORG
- Return prepared by
- Ernst & Young US LLP
Mission
Baptist Health Foundation Greater Louisville is a nonprofit, non-stock corporation that promotes philanthropy and charitable giving to provide resources that assist, advance, and strengthen Baptist Health Louisville, a hospital owned and operated by Baptist Healthcare System, Inc. The Foundation supports Baptist Health's mission and ministry of healing in its role as a trusted community health center, provides educational opportunities for students in health-related fields, and supports other related health and humanitarian endeavors. Baptist Healthcare System, Inc. is recognized as a tax-exempt organization under Section 501(c)(3) and classified as a public charity under Section 509(a)(1). The Foundation operates exclusively for the benefit of Baptist Healthcare System, Inc., to perform its functions and carry out its mission and purposes.
Program accomplishments
- The primary purpose of Baptist Health Foundation Greater Louisville is to encourage, solicit, receive and administer gifts, bequests, donations and benefactions made to the Foundation for the benefit of Baptist Health Louisville Hospital and to provide greater continuity and uniformity in the control, management and distribution of gifts, bequests, donations and benefactions. Baptist Health Foundation Greater Louisville works to further the missions of Baptist Health Louisville Hospital and Baptist Healthcare System, Inc. Baptist Health Louisville 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 Greater Louisville are used to support patient care, provide educational assistance and fund capital needs of Baptist Health Louisville Hospital.Expenses $5,547,352 · grants $5,547,352
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
- 20-0292291
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2004
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $20,903,262
- Income (IRS master file)
- $4,545,586
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $4,457,120 | $6,218,743 | $20,903,262 | XML |
| 990 | August 2024 | $4,527,315 | $3,652,450 | $21,594,164 | XML |
| 990 | August 2023 | $4,010,105 | $2,047,358 | $18,915,674 | XML |
| 990 | August 2022 | $4,869,667 | $1,201,993 | $15,505,915 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | 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 20-0292291).
Questions about BAPTIST HEALTH FOUNDATION GREATER LOUISVILLE INC
- What is the EIN of BAPTIST HEALTH FOUNDATION GREATER LOUISVILLE INC?
- The employer identification number (EIN) of BAPTIST HEALTH FOUNDATION GREATER LOUISVILLE INC is 20-0292291.
- Is BAPTIST HEALTH FOUNDATION GREATER LOUISVILLE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to BAPTIST HEALTH FOUNDATION GREATER LOUISVILLE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does BAPTIST HEALTH FOUNDATION GREATER LOUISVILLE 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 GREATER LOUISVILLE 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 GREATER LOUISVILLE 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 GREATER LOUISVILLE INC?
- The 990 for the year ended August 31, 2025 names Jonathan Velez MD.
- Who are the officers and directors of BAPTIST HEALTH FOUNDATION GREATER LOUISVILLE INC?
- The 990 for the year ended August 31, 2025 lists 34 people; 0 received compensation from the organization.
- How much revenue does BAPTIST HEALTH FOUNDATION GREATER LOUISVILLE INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $4,457,120, expenses of $6,218,743 and total assets of $20,903,262 at year end.
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