CASEY COUNTY HOSPITAL DISTRICT

EIN: 061705652 501(c)(3)

LIBERTY, KY

Total Revenue
$70,347,068
Total Expenses
$35,279,053
Total Assets
$141,182,841
Net Assets
$133,828,387
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1948
Legal Domicile
KY
Principal Officer
REX TUNGATE
Phone
6067876275
Tax Period
2024-07-01 to 2025-06-30

CASEY COUNTY HOSPITAL DISTRICT, founded in 1948, is a mid-sized nonprofit that reported $70.3M in total revenue in fiscal year 2024. The organization ran a surplus of $35.1M, a strong 50% operating margin.

Mission

THE TREATMENT AND CARE OF ILL OR INJURED MEMBERS OF THE LIBERTY, KY AREA AND ITS SURROUNDING GEOGRAPHIC REGION IS THE HOSPITAL'S EXEMPT PURPOSE. THE REVENUE GENERATED IS USED FOR PROVIDING THE COST OF THIS CARE. 7,359 DAYS OF INPATIENT CARE PROVIDED; 5,026 PATIENTS TREATED IN EMERGENCY ROOM; 7,256 PATIENTS RECEIVED OUTPATIENT CARE; AND 15,057 PATIENTS RECEIVED OUTPATIENT CARE AT THE RURAL HEALTH CLINICS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $67,238,661
Investment Income $0
Other Revenue $3,108,407
TOTAL REVENUE $70,347,068

Expense Breakdown

Grants Paid $0
Salaries & Benefits $24,970,464
Fundraising Expenses $0
Program Expenses $30,524,813
Other Expenses $10,308,589
TOTAL EXPENSES $35,279,053

Year-over-Year Comparison

2024 2023 Change
Revenue $70,347,068 $68,530,822 +0.0%
Expenses $35,279,053 $30,151,825 +0.2%
Net Income $35,068,015 $38,378,997 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
5
Employees
287
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HOUSAM I HADDAD MD PHYSICIAN N/A
Highest
$808,527 $0 $808,527
JARED WILSON MD PHYSICIAN N/A
Highest
$407,428 $0 $407,428
SHANE DESIMONE MD PHYISICIAN N/A
Highest
$321,387 $0 $321,387
JOHN SMART MD PHYSICIAN N/A
Highest
$321,048 $0 $321,048
MICHAEL SLONE PT PHYSICIAN N/A
Highest
$239,341 $0 $239,341
KAREN ATWOOD SECRETARY N/A
Director
$0 $0 $0
DAN JOHNSON TRUSTEE N/A
Director
$0 $0 $0
TAYLOR ROUSEY TRUSTEE N/A
Director
$0 $0 $0
EDWARD WESLEY TRUSTEE N/A
Director
$0 $0 $0
RONALD WRIGHT CHAIRPERSON N/A
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $70,347,068 $35,279,053 $141,182,841 $35,068,015
2024 $68,530,822 $30,151,825 $103,320,091 $38,378,997
2023 $44,200,889 $27,693,173 $69,708,751 $16,507,716
2022 $39,619,016 $26,172,699 $47,200,773 $13,446,317
2021 $36,850,203 $23,694,029 $35,270,180 $13,156,174
2020 $30,514,086 $20,256,717 $39,930,883 $10,257,369
2019 $19,923,623 $19,656,726 $26,762,340 $266,897
2018 $19,376,696 $19,049,881 $26,351,404 $326,815
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