Skip to content
Nonprofiteer
← NORTON HEALTHCARE-INDIANA INC

Form 990 for tax year 2024

Filed by NORTON HEALTHCARE-INDIANA INC.

Totals

Total revenue
$197,595,790
Total expenses
$257,337,001
Contributions and grants received
$69,700
Grants paid
$0
Program service revenue
$196,288,771
Investment income
$229,568
Other revenue
$1,007,751
Total assets, end of year
$185,055,822
Total liabilities, end of year
$250,498,898
Net assets or fund balances, end of year
-$65,443,076
Program services expenses (Part IX)
$252,646,305
Management and general expenses
$4,690,696
Fundraising expenses
$0
Program service expenses (Part III)
$252,646,305

Program services were 98.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $69,700

  • 2a · Program service revenue: Net Patient Revenue

    total $196,288,771 · related or exempt $196,288,771

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $229,568 · excluded $229,568

  • 6a · Gross rents

    real property $132,340

  • 6c · Rental income or loss

    real property $132,340 · personal property $0

  • 6d · Net rental income or loss

    total $132,340 · related or exempt $132,340

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: Cafeteria Income

    total $477,860 · excluded $477,860

  • 11b · Other revenue: Call Services

    total $206,063 · related or exempt $206,063

  • 11c · Other revenue: Miscellaneous Revenue

    total $133,678 · related or exempt $133,678

  • 11d · All other revenue

    total $57,810 · related or exempt $57,810 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $875,411

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $658,563 · program services $658,563

  • 7 · Other salaries and wages

    total $83,775,671 · program services $83,775,671

  • 8 · Pension plan contributions

    total $4,157,602 · program services $4,157,602

  • 9 · Other employee benefits

    total $9,923,091 · program services $9,923,091

  • 10 · Payroll taxes

    total $5,969,852 · program services $5,969,852

  • 11b · Fees: legal

    total $141,254 · program services $141,254

  • 11c · Fees: accounting

    total $297,723 · program services $297,723

  • 11g · Fees: other

    total $44,718,152 · program services $44,718,152 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $3,036,327 · program services $3,036,327

  • 16 · Occupancy

    total $5,791,585 · program services $5,791,585

  • 17 · Travel

    total $65,460 · program services $65,460

  • 20 · Interest

    total $140,503 · program services $140,503

  • 22 · Depreciation, depletion and amortization

    total $8,046,673 · program services $8,046,673

  • 24a · Other expenses: Medical supplies

    total $36,019,198 · program services $36,019,198

  • 24b · Other expenses: Allocated support

    total $31,271,306 · program services $26,580,610 · management and general $4,690,696

  • 24c · Other expenses: Provider tax expense

    total $13,611,014 · program services $13,611,014

  • 24d · Other expenses: Repairs and maintenance

    total $8,078,547 · program services $8,078,547

  • 24e · All other expenses

    total $1,634,480 · program services $1,634,480 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,953,364 · end of year $46,160,521

  • 4 · Accounts receivable

    beginning of year $35,292,681 · end of year $45,505,982

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $4,546,821 · end of year $4,176,291

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,869,085 · end of year $1,672,060

  • 10a · Land, buildings and equipment: cost or other basis

    $89,381,444

  • 10b · Land, buildings and equipment: accumulated depreciation

    $7,296,445

  • 10c · Land, buildings and equipment, net

    beginning of year $48,913,681 · end of year $82,084,999

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $2,483,131 · end of year $0

  • 15 · Other assets

    beginning of year $12,605,906 · end of year $5,455,969

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,510,578 · end of year $4,971,143

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $107,855,956 · end of year $245,527,755

  • 27 · Net assets without donor restrictions

    beginning of year -$5,701,865 · end of year -$65,498,765

  • 28 · Net assets with donor restrictions

    end of year $55,689

Mission and programs · 2024

Mission

Norton Healthcare-Indiana, Inc.'s purpose is to provide quality health care to all those we serve, in a manner that responds to the needs of our communities and honors our faith heritage.

  • Norton Healthcare-Indiana, Inc. (NHC-IN) was formed to: I) provide on a tax-exempt basis, hospital or health care facilities and services for the care and treatment of ill and injured persons and those who otherwise require medical care and related services and the kind customarily furnished most effectively by hospitals or health care facilities; II) conduct educational activities related to rendering care to the sick and injured; III) promote and conduct scientific research related to the care of the sick and injured; IV) operate programs for the prevention of health care services. NHC-IN has a total of 261 licensed beds, Norton Clark Hospital, LLC - 236 beds and Norton Scott Hospital, LLC - 25 beds. These hospitals operate twenty-four (24) hours a day, seven (7) days a week. For the year ended December 31, 2024, NHC-IN's hospitals served 8,605 inpatients, 77,917 outpatients, 51,252 emergency department visits, and 4,278 observation cases. In addition, NHC-IN's operating rooms cared for 1,077 inpatient surgical patients and 3,244 outpatient surgical patients. Additionally, 936 deliveries were performed at NHC-IN.

    Expenses $252,646,305 · Revenue $196,818,662

As filed on the 2024 return.

Listed in Part VII

  • Russell F Cox

    President & CEO/Trustee

    Total calculated
    $4,115,838
    From this org
    $0
    From related orgs
    $3,633,654
    Other
    $482,184
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,857,038 related
    Bonus
    $0 + $953,295 related
    Other
    $0 + $823,321 related
    Deferred
    $0 + $449,244 related
    Nontaxable benefits
    $0 + $32,940 related
    Filer's total
    $0 + $4,115,838 related

  • Barry Pennybaker

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 3.5 related

  • Craig D Grant

    Vice Chair

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 4.5 related

  • Donald H Robinson

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 6.5 related

  • Edie Nixon

    Chair

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 15.5 related

  • G Hunt Rounsavall Sr

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 6.5 related

  • Gail Lyttle

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 3.5 related

  • Gary L Stewart

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 6.5 related

  • Gregory E Mayes

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 5.5 related

  • James L Sublett MD

    Trustee (PARTIAL YEAR)

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 3.5 related

  • Joe Craig

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 4.5 related

  • Judge Denise Clayton

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 3.5 related

  • Lee K Garlove

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 3.5 related

  • Maria Hampton

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 3.5 related

  • Maria L Bouvette

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 3.5 related

  • Martha K Heyburn MD

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 3.5 related

  • Richard R Ivey

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 3.5 related

  • Ronald Lehocky MD

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 5.5 related

  • Sue Davis EdD RN

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 5.5 related

  • Adam Kempf

    Sr VP & CFAO

    Total calculated
    $1,659,943
    From this org
    $0
    From related orgs
    $1,418,297
    Other
    $241,646
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $925,300 related
    Bonus
    $0 + $363,283 related
    Other
    $0 + $129,714 related
    Deferred
    $0 + $212,195 related
    Nontaxable benefits
    $0 + $29,451 related
    Filer's total
    $0 + $1,659,943 related

  • Michael W Gough

    Exec VP and COO (partial year)

    Total calculated
    $3,217,019
    From this org
    $0
    From related orgs
    $3,200,723
    Other
    $16,296
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $719,698 related
    Bonus
    $0 + $554,516 related
    Other
    $0 + $1,926,509 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $16,296 related
    Filer's total
    $0 + $3,217,019 related

  • Robert B Azar

    Sr VP Chief Legal Officer/Secretary

    Total calculated
    $1,302,529
    From this org
    $0
    From related orgs
    $1,125,537
    Other
    $176,992
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $692,567 related
    Bonus
    $0 + $303,986 related
    Other
    $0 + $128,984 related
    Deferred
    $0 + $162,205 related
    Nontaxable benefits
    $0 + $14,787 related
    Filer's total
    $0 + $1,302,529 related

  • Kathleen Exline

    Chief Administrative Officer

    Total calculated
    $658,563
    From this org
    $562,695
    From related orgs
    $0
    Other
    $95,868
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $366,968
    Bonus
    $122,238
    Other
    $73,489
    Deferred
    $76,890
    Nontaxable benefits
    $18,978
    Filer's total
    $658,563

  • Benjamin Bjerke MD

    Physician

    Total calculated
    $1,069,006
    From this org
    $1,056,893
    From related orgs
    $0
    Other
    $12,113
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,055,238
    Bonus
    $0
    Other
    $1,655
    Deferred
    $0
    Nontaxable benefits
    $12,113
    Filer's total
    $1,069,006

  • Brent Walz MD

    Physician

    Total calculated
    $776,925
    From this org
    $775,744
    From related orgs
    $0
    Other
    $1,181
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $745,226
    Bonus
    $0
    Other
    $30,518
    Deferred
    $0
    Nontaxable benefits
    $1,181
    Filer's total
    $776,925

  • Christoph Fuchs MD

    Physician

    Total calculated
    $1,168,051
    From this org
    $1,166,015
    From related orgs
    $0
    Other
    $2,036
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,099,584
    Bonus
    $0
    Other
    $66,431
    Deferred
    $0
    Nontaxable benefits
    $2,036
    Filer's total
    $1,168,051

  • Michelle England

    VP, Patient Care Service

    Total calculated
    $210,624
    From this org
    $209,443
    From related orgs
    $0
    Other
    $1,181
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $206,771
    Bonus
    $0
    Other
    $2,672
    Deferred
    $0
    Nontaxable benefits
    $1,181
    Filer's total
    $210,624

  • Tiffany Hannigan

    NCMH Medical Director

    Total calculated
    $280,882
    From this org
    $279,105
    From related orgs
    $0
    Other
    $1,777
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $277,911
    Bonus
    $0
    Other
    $1,194
    Deferred
    $0
    Nontaxable benefits
    $1,777
    Filer's total
    $280,882

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
NORTON HEALTHCARE INC. (NHC) EIN 61-1028725 IS THE PARENT ORGANIZATION FOR NORTON HEALTHCARE-INDIANA, INC. AND THEREFORE ESTABLISHES COMPENSATION FOR THE CEO, OFFICERS AND KEY EMPLOYEES THROUGH ENGAGING WITH THE EXECUTIVE COMMITTEE OF NHC; AN INDEPENDENT COMPENSATION CONSULTANT; REVIEW OF OTHER ORGANIZATION'S FORM 990; WRITTEN EMPLOYMENT AGREEMENTS; THIRD PARTY COMPENSATION SURVEYS AND APPROVAL BY THE EXECUTIVE COMMITTEE AND BOARD. SEE NARRATIVE IN SCHEDULE O, REFERENCING PART VI, LINE 15 WHICH FURTHER DESCRIBES THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING INTERESTED PERSONS PARTICIPATED IN OR RECEIVED PAYMENT FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS AS DESCRIBED IN IRC SECTION 457(F). THE INTERESTED PERSONS BELOW MAY HAVE PARTICIPATED IN ONE OR MORE OF THE FOLLOWING PLANS: THE EXECU-PLUS BENEFIT PLAN, DEFINED BENEFIT AND DEFINED CONTRIBUTION RESTORATION PLANS, AND THE PHYSICIAN DEFERRED PLAN. THE "PAY CREDIT" OUTLINED BELOW REPRESENTS A REASONABLE ESTIMATE OF THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLANS; AND THEREFORE, REPRESENTS THE ORGANIZATION'S CONTRIBUTION TO THE VALUE OF THE BENEFITS. NAME - PAY CREDIT Russell F. Cox - $410,065 Michael W. Gough - $219,544 Robert Azar - $136,740 Adam Kempf - $187,984 THE "PAYMENT RECEIVED" OUTLINED BELOW REPRESENTS CASH PAYMENTS THAT THE EMPLOYEE RECEIVED DURING 2024 AND CAN BE COMPRISED OF Current and or PRIOR YEARS EMPLOYEE AND EMPLOYER CONTRIBUTIONS. NAME - PAYMENT RECEIVED Russell F. Cox - $251,451 Michael W. Gough - $206,074 Robert Azar - $96,040 Adam Kempf - $107,772
Schedule J, Part I, Line 7 Non-fixed payments
Norton Healthcare, Inc. (NHC) has in place a Variable Compensation Plan for Executives, eligibility under which extended to employees holding a full-time position as Senior Officer, Officer, System Director or other designated Director level position. Under the plan, a variable compensation pool amount is approved by the Board of Trustees. Each participant's performance is evaluated relative to the goals and objectives documented as part of the participant's plan; and an award is determined for the participant, based on achievement of the goals and objectives, subject to the funding of the variable compensation pool. At the end of each year, the Committee on Executive Compensation and Benefits determines an appropriate award for the NHC's President & Chief Executive Officer, and the President & Chief Executive Officer recommends appropriate awards for other senior executives to the Committee on Executive Compensation and Benefits for its review and approval.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Norton Clark Hospital LLC

    Provide hospital services · IN · income $152,124,957 · assets $160,044,681

    Directly controlled by The Regional Health Network of Kentucky and Southern Indiana LLC

  • Norton Clark Physician Practices LLC

    Provide physician services · IN · income $8,625,849 · assets $14,763,520

    Directly controlled by The Regional Health Network of Kentucky and Southern Indiana LLC

  • Norton Scott Hospital LLC

    Provide hospital services · IN · income $15,604,965 · assets $10,062,445

    Directly controlled by The Regional Health Network of Kentucky and Southern Indiana LLC

  • Norton Scott Physician Practices LLC

    Provide physician services · IN · income $137,851 · assets $185,175

    Directly controlled by The Regional Health Network of Kentucky and Southern Indiana LLC

  • The Regional Health Network of Kentucky and Southern Indiana LLC

    Provide hospital and physician practice services · IN · income $0 · assets $0

    Directly controlled by Norton Healthcare-Indiana Inc

  • Norton Holding LLC

    Provide hospital services · IN · income $0 · assets $0

    Directly controlled by Norton Healthcare-Indiana Inc

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Norton Enterprises Inc

    C Corporation · Invests in Partnerships that Provide Medical Services · KY

    Directly controlled by Norton Healthcare Inc

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.1
Source object
202523109349303377

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.