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Nonprofit · EIN 31-1506378

BAPTIST HEALTH RICHMOND FOUNDATION INC

Tax-exempt · LOUISVILLE, KY 40299

Financials

$976K$1.3M2022$1.8M$1.6M2023$1.2M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of BAPTIST HEALTH RICHMOND FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$1,168,347$1,322,129-$153,782$9,434,780$38,904$9,395,876
August 31, 2024990$1,822,260$1,620,491$201,769$8,945,380$78,941$8,866,439
August 31, 2023990$975,830$1,286,768-$310,938$7,787,956$93,742$7,694,214
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$1,052,906
of which government grants
$217,255
Program service revenue
$0
Investment income
$166,777
Net gain from sales of assets
$83,355
Net income from fundraising events
-$51,336
Other revenue
-$51,336

Expenses

Grants and similar amounts paid
$1,019,725
Other salaries and wages
$178,173
Salaries, compensation and benefits (total)
$210,164
Professional fundraising fees
$0
Travel
$325
Program services (functional)
$1,135,315
Management and general (functional)
$100,413
Fundraising (functional)
$86,401

Balance sheet and other

Total assets, start of year
$8,945,380
Total assets, end of year
$9,434,780
Total liabilities, end of year
$38,904
Net assets, end of year
$9,395,876
Publicly traded securities
$4,839,658
Net assets without donor restrictions
$7,116,466
Net assets with donor restrictions
$2,279,410
Gross receipts
$1,278,897
Employees
2
Volunteers
35
Year formed
1999
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Richard F CarricoTreasurer
Officer
1$0$1,615,014$51,104
Janet NortonSecretary
Officer
1$0$1,211,941$40,610
Greg GerardPresident & Director
Trustee or director, Officer
1$0$483,340$48,056
Karl LainhartAsst Treasurer
Officer
1$0$237,742$37,063
Kari Lyons MartinVice President
Officer
40$0$97,903$17,035
Catherine HolbrookDirector
Trustee or director
1$0$0$0
Chad AldridgeDirector
Trustee or director
1$0$0$0
Colleen ChaneyDirector
Trustee or director
1$0$0$0
Colleen SchneckDirector (Effective 7/1/25)
Trustee or director
1$0$0$0
Douglass Owen MDDirector
Trustee or director
1$0$0$0
Jane ClouseDirector
Trustee or director
1$0$0$0
Laura Stocker SteidleDirector (Through 12/31/24)
Trustee or director
1$0$0$0
Lee Anne BrowderDirector
Trustee or director
1$0$0$0
Lindsey ArnoldDirector
Trustee or director
1$0$0$0
Mendi GobleDirector
Trustee or director
1$0$0$0
10 more people on this return
NameTitleHours / weekCompensation
Mike ParkDirector (Effective 7/1/25)
Trustee or director
1$0
Otis D BallardDirector
Trustee or director
1$0
Rev Mitch BrownVice Chair & Director
Trustee or director, Officer
1$0
Ronda TaylorDirector
Trustee or director
1$0
Schuronda MortonDirector
Trustee or director
1$0
Sharon SwitalskiDirector
Trustee or director
1$0
Sucheta MohantyChair & Director
Trustee or director, Officer
1$0
Tammy HillDirector
Trustee or director
1$0
Tyler FrazierDirector
Trustee or director
1$0
Vickie MoberlyDirector
Trustee or director
1$0
990 for the year ended August 31, 2024: 26 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Janet NortonSecretary
Officer
1$0$1,070,881$38,654
Richard CarricoTreasurer
Officer
1$0$883,091$30,778
Greg GerardPresident & Director
Trustee or director, Officer
1$0$413,461$45,610
Stephen R OglesbyFormer Treasurer (Through 1/6/23)
Former
0$0$336,248$7,196
Karl LainhartAsst Treasurer
Officer
1$0$210,810$38,710
Kari Lyons MartinVice President
Officer
40$0$83,503$24,943
Jackson DavenportAsst Secretary (Through 2/20/24)
Officer
40$0$46,745$1,092
Catherine HolbrookDirector
Trustee or director
1$0$0$0
Chad AldridgeDirector (Effective 1/1/24)
Trustee or director
1$0$0$0
Colleen ChaneyDirector
Trustee or director
1$0$0$0
David W SmithDirector (Through 12/31/23)
Trustee or director
1$0$0$0
Douglass Owen MDDirector
Trustee or director
1$0$0$0
Jane ClouseDirector
Trustee or director
1$0$0$0
Laura Stocker SteidleDirector
Trustee or director
1$0$0$0
Lee Anne BrowderDirector
Trustee or director
1$0$0$0
Lindsey ArnoldDirector
Trustee or director
1$0$0$0
Mendi GobleDirector
Trustee or director
1$0$0$0
Otis D BallardDirector
Trustee or director
1$0$0$0
Rev Mitch BrownVice Chair & Director
Trustee or director, Officer
1$0$0$0
Ronda TaylorDirector
Trustee or director
1$0$0$0
Schuronda MortonDirector
Trustee or director
1$0$0$0
Sharon SwitalskiDirector
Trustee or director
1$0$0$0
Sucheta MohantyChair & Director
Trustee or director, Officer
1$0$0$0
Tammy HillDirector (Effective 1/1/24)
Trustee or director
1$0$0$0
Tyler FrazierDirector
Trustee or director
1$0$0$0
Vickie MoberlyDirector
Trustee or director
1$0$0$0
990 for the year ended August 31, 2023: 30 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Stephen R OglesbyTreasurer (Through 1/6/23)
Officer
1$0$1,445,051$42,974
Janet NortonSecretary
Officer
1$0$1,039,221$43,714
Greg GerardPresident & Director
Trustee or director, Officer
1$0$401,408$42,974
Karl LainhartAsst Treasurer
Officer
1$0$206,154$36,824
Kari Lyons MartinVice President
Officer
40$0$82,254$15,710
Jackson DavenportAsst Secretary
Officer
40$0$24,311$83
Alex FassasDirector (Through 12/31/22)
Trustee or director
1$0$0$0
Catherine HolbrookDirector (Effective 1/1/23)
Trustee or director
1$0$0$0
Colleen ChaneyDirector
Trustee or director
1$0$0$0
David W SmithDirector
Trustee or director
1$0$0$0
Douglass Owen MDDirector (Effective 1/1/23)
Trustee or director
1$0$0$0
Dr Paula MaionchiChair & Dir (Through 12/31/22)
Trustee or director, Officer
1$0$0$0
Jane ClouseDirector (Effective 1/1/23)
Trustee or director
1$0$0$0
Jason MorganDirector (Through 12/31/22)
Trustee or director
1$0$0$0
Jim CaldwellDirector (Through 12/31/22)
Trustee or director
1$0$0$0
Laura MeliusVice Chair & Dir (Through 12/31/22)
Trustee or director, Officer
1$0$0$0
Laura Stocker SteidleDirector
Trustee or director
1$0$0$0
Lee Anne BrowderDirector
Trustee or director
1$0$0$0
Lindsey ArnoldDirector (Effective 8/24/22)
Trustee or director
1$0$0$0
Sucheta MohantyChair & Director
Trustee or director, Officer
1$0$0$0
Mendi GobleDirector (Effective 1/1/23)
Trustee or director
1$0$0$0
Otis D BallardDirector
Trustee or director
1$0$0$0
Rev Mary Lou StephensDirector (Through 12/31/22)
Trustee or director
1$0$0$0
Rev Mitch BrownVice Chair & Director
Trustee or director, Officer
1$0$0$0
Ronda TaylorDirector (Effective 1/1/23)
Trustee or director
1$0$0$0
Schuronda MortonDirector (Effective 1/1/23)
Trustee or director
1$0$0$0
Sharon SwitalskiDirector
Trustee or director
1$0$0$0
Tyler FrazierDirector
Trustee or director
1$0$0$0
Vickie MoberlyDirector
Trustee or director
1$0$0$0
Richard CarricoTreasurer (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
% KARL LAINHART
Principal officer (990 for 2024)
Greg Gerard, 801 Eastern Bypass, Richmond, KY 40475
Signed the 990
Richard F Carrico, Treasurer
Phone
(502) 896-5000

Mission

The mission of Baptist Health Foundation Richmond is to serve as an instrument to assist, advance and strengthen Baptist Health Richmond hospital in its mission and ministry of healing, in its service as a health center for the community, in its mission to provide for the best education possible for students in various health fields, and in all related health and humanitarian endeavors. Baptist Health Foundation Richmond will encourage, solicit, receive and administer gifts, bequests, donations, and benefactions made to or for the benefit of Baptist Health Richmond hospital and Baptist Healthcare System, Inc. and will further the mission and ministry of our Christian heritage of service by enhancing the health of the people and communities we serve.

990 for the year ended August 31, 2025

Program accomplishments

  • The primary purpose of Baptist Health Foundation Richmond is to foster philanthropy and charitable giving that will provide resources to assist, advance and strengthen Baptist Health Richmond Hospital in fulfilling its mission, and the mission of Baptist Healthcare System, Inc. to address the region's healthcare needs. Baptist Health Foundation Richmond provides greater continuity and uniformity in the control, management, and distributions of gifts, bequests, donations, and benefactions received for the benefit of Baptist Health Richmond hospital and Baptist Healthcare System, Inc. Baptist Health Richmond 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 Richmond are used exclusively to support patient care, education and the capital needs of Baptist Health Richmond Hospital.
    Expenses $1,135,315 · grants $1,019,725

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 yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
31-1506378
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
1997
Accounting year ends
August
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P30Z)
Assets (IRS master file)
$9,434,780
Income (IRS master file)
$1,278,897

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$1,168,347$1,322,129$9,434,780XML
990August 2024$1,822,260$1,620,491$8,945,380XML
990August 2023$975,830$1,286,768$7,787,956XML
990August 2022$1,485,034$567,482$7,269,961IRS
990August 2021–––IRS
990August 2020–––IRS
990August 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 31-1506378).

Questions about BAPTIST HEALTH RICHMOND FOUNDATION INC

What is the EIN of BAPTIST HEALTH RICHMOND FOUNDATION INC?
The employer identification number (EIN) of BAPTIST HEALTH RICHMOND FOUNDATION INC is 31-1506378.
Is BAPTIST HEALTH RICHMOND FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to BAPTIST HEALTH RICHMOND FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does BAPTIST HEALTH RICHMOND 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 BAPTIST HEALTH RICHMOND FOUNDATION 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 RICHMOND FOUNDATION 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 RICHMOND FOUNDATION INC?
The 990 for the year ended August 31, 2025 names Greg Gerard.
Who are the officers and directors of BAPTIST HEALTH RICHMOND FOUNDATION INC?
The 990 for the year ended August 31, 2025 lists 25 people; 0 received compensation from the organization.
How much revenue does BAPTIST HEALTH RICHMOND FOUNDATION INC have?
On its 990 for the year ended August 31, 2025 it reported revenue of $1,168,347, expenses of $1,322,129 and total assets of $9,434,780 at year end.

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