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Nonprofiteer
← WHITLEY MEMORIAL HOSPITAL INC

Form 990 for tax year 2024

Filed by WHITLEY MEMORIAL HOSPITAL INC.

Totals

Total revenue
$128,890,158
Total expenses
$118,718,101
Contributions and grants received
$1,146,687
Grants paid
$48,603
Program service revenue
$123,506,600
Investment income
$3,826,799
Other revenue
$410,072
Total assets, end of year
$195,275,570
Total liabilities, end of year
$43,266,346
Net assets or fund balances, end of year
$152,009,224
Program services expenses (Part IX)
$97,041,725
Management and general expenses
$21,676,376
Fundraising expenses
$0
Program service expenses (Part III)
$97,041,725

Program services were 81.7% 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

    $166,835

  • 1e · Government grants (contributions)

    $979,852

  • 1g · Noncash contributions included above

    $1,625

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $121,334,471 · related or exempt $121,334,471

  • 2b · Program service revenue: INTERUNIT RENT

    total $1,104,940 · related or exempt $1,104,940

  • 2c · Program service revenue: EMS SUBSIDY

    total $1,059,303 · related or exempt $1,059,303

  • 2d · Program service revenue: MEAL VOUCHERS

    total $5,672 · related or exempt $5,672

  • 2e · Program service revenue: MASSAGE THERAPY CLINIC

    total $1,914 · related or exempt $1,914

  • 2f · All other program service revenue

    total $300 · related or exempt $300

  • 3 · Investment income

    total $1,360,883 · excluded $1,360,883

  • 6a · Gross rents

    real property $19,825

  • 6b · Less rental expenses

    real property $26,366

  • 6c · Rental income or loss

    real property -$6,541

  • 6d · Net rental income or loss

    total -$6,541 · excluded -$6,541

  • 7a · Gross sales of assets other than inventory

    securities $33,387,479 · other assets $4,700

  • 7b · Less cost or other basis and sales expenses

    securities $30,900,646 · other assets $25,617

  • 7c · Gain or loss

    securities $2,486,833 · other assets -$20,917

  • 7d · Net gain or loss

    total $2,465,916 · excluded $2,465,916

  • 11a · Other revenue: CAFETERIA

    total $393,965 · excluded $393,965

  • 11b · Other revenue: GIFT SHOP

    total $22,648 · excluded $22,648

  • 11e · Other revenue, total

    $416,613

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $48,603 · program services $48,603

  • 5 · Compensation of officers, directors and key employees

    total $1,202,988 · management and general $1,202,988

  • 7 · Other salaries and wages

    total $30,970,864 · program services $30,970,864

  • 9 · Other employee benefits

    total $10,638,466 · program services $10,638,466

  • 11f · Fees: investment management

    total $192,023 · management and general $192,023

  • 11g · Fees: other

    total $13,058,469 · program services $11,280,103 · management and general $1,778,366

  • 12 · Advertising and promotion

    total $1,873 · program services $750 · management and general $1,123

  • 13 · Office expenses

    total $2,818,804 · program services $2,735,971 · management and general $82,833

  • 14 · Information technology

    total $10,095 · program services $9,929 · management and general $166

  • 16 · Occupancy

    total $5,106,674 · program services $5,059,549 · management and general $47,125

  • 17 · Travel

    total $38,530 · program services $33,373 · management and general $5,157

  • 19 · Conferences, conventions and meetings

    total $12,385 · program services $3,085 · management and general $9,300

  • 20 · Interest

    total $36,693 · program services $36,693

  • 22 · Depreciation, depletion and amortization

    total $4,548,936 · program services $4,478,644 · management and general $70,292

  • 23 · Insurance

    total $197,046 · program services $133,842 · management and general $63,204

  • 24a · Other expenses: CORP SERVICE ALLOCATION

    total $18,166,183 · management and general $18,166,183

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $17,438,811 · program services $17,438,811

  • 24c · Other expenses: PH CLINICAL SUPPORT

    total $8,609,867 · program services $8,609,867

  • 24d · Other expenses: HOSPITAL ASSESSMENT FEE

    total $5,369,507 · program services $5,369,507

  • 24e · All other expenses

    total $251,284 · program services $193,668 · management and general $57,616

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,248 · end of year $3,448

  • 4 · Accounts receivable

    beginning of year $14,738,675 · end of year $22,024,152

  • 8 · Inventories for sale or use

    beginning of year $1,027,721 · end of year $1,565,832

  • 9 · Prepaid expenses and deferred charges

    beginning of year $149,763 · end of year $177,902

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

    $119,788,731

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

    $25,911,916

  • 10c · Land, buildings and equipment, net

    beginning of year $87,331,011 · end of year $93,876,815

  • 11 · Investments: publicly traded securities

    beginning of year $71,256,754 · end of year $76,257,679

  • 15 · Other assets

    beginning of year $984,075 · end of year $1,369,742

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,811,240 · end of year $5,227,558

  • 25 · Other liabilities

    beginning of year $30,268,256 · end of year $38,038,788

  • 27 · Net assets without donor restrictions

    beginning of year $140,411,751 · end of year $152,009,224

Mission and programs · 2024

Mission

WHITLEY MEMORIAL HOSPITAL, INC. WORKS TO IMPROVE THE HEALTH OF OUR COMMUNITIES AND PROVIDES QUALITY HEALTH SERVICES TO ALL WHO ENTRUST THEIR CARE TO US.

Activities or mission (Part I)

IMPROVE HEALTH & PROVIDE QUALITY HEALTH SERVICES TO ALL WHO ENTRUST THEIR CARE TO US.

  • WHITLEY MEMORIAL HOSPITAL, INC. IS A MEMBER OF PARKVIEW HEALTH SYSTEM, INC. THE LEGAL ENTITY INCLUDES FULL-SERVICE HOSPITALS IN WHITLEY COUNTY AND KOSCIUSKO COUNTY, DEDICATED TO IMPROVING AND INSPIRING THE HEALTH OF THE COMMUNITIES. THIS IS ACCOMPLISHED THROUGH DELIVERING WORLD-CLASS TEAMWORK AND EXCELLENT CARE. THE HOSPITALS PARTNER WITH PATIENTS AND OTHER COMMUNITY ORGANIZATIONS TO TAILOR PERSONALIZED HEALTH JOURNEYS. EXCELLENCE, INNOVATION, AND VALUE ARE IMPORTANT TO OUR PATIENTS AND TO US. CARE IS DELIVERED WHILE ALWAYS KEEPING IN MIND CONVENIENCE, COMPASSION, AND EXCELLENCE, BOTH IN COST AND IN QUALITY. WE DEVELOP AND VALUE RELATIONSHIPS WITH OUR PATIENTS AND OUR COMMUNITY.(SEE SCHEDULE O FOR CONTINUATION)

    Expenses $97,041,725 · Grants $48,603 · Revenue $123,506,600

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Greg Johnson

    DIRECTOR/REGIONAL MARKET PRESIDENT

    Total calculated
    $1,595,130
    From this org
    $0
    From related orgs
    $1,520,046
    Other
    $75,084
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $760,582 related
    Bonus
    $0 + $263,340 related
    Other
    $0 + $496,124 related
    Deferred
    $0 + $37,950 related
    Nontaxable benefits
    $0 + $37,134 related
    Filer's total
    $0 + $1,595,130 related

  • Svetlana Hagan

    DIRECTOR/PH PHYSICIAN

    Total calculated
    $359,900
    From this org
    $0
    From related orgs
    $301,683
    Other
    $58,217
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,643 related
    Bonus
    $0 + $38,121 related
    Other
    $0 + $30,919 related
    Deferred
    $0 + $27,282 related
    Nontaxable benefits
    $0 + $30,935 related
    Filer's total
    $0 + $359,900 related

  • Scott Gabriel

    DIRECTOR/MARKET PRESIDENT

    Total calculated
    $576,694
    From this org
    $446,779
    From related orgs
    $0
    Other
    $129,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,491
    Bonus
    $102,504
    Other
    $65,784
    Deferred
    $86,761
    Nontaxable benefits
    $43,154
    Filer's total
    $576,694

  • Cindy Baker

    DIRECTOR

    Total calculated
    $3,250
    From this org
    $3,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Torrey Bauer

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Bridget Dolohanty-Johnson

    DIRECTOR/VICE CHAIR

    Total calculated
    $4,500
    From this org
    $4,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Alan Grossnickle

    DIRECTOR

    Total calculated
    $3,250
    From this org
    $3,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Richard Haddad

    DIRECTOR

    Total calculated
    $3,250
    From this org
    $3,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Kathleen Heuer

    DIRECTOR

    Total calculated
    $3,250
    From this org
    $3,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Mark Johnson

    DIRECTOR

    Total calculated
    $4,500
    From this org
    $4,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • David Lieb

    DIRECTOR/PH CONTRACTED LABOR

    Total calculated
    $18,000
    From this org
    $0
    From related orgs
    $18,000
    Other
    $0
    Hours/week
    1 + 1 related

  • Dj Sigler Jr

    DIRECTOR/SECRETARY/TREASURER

    Total calculated
    $4,250
    From this org
    $4,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Angela Gakstatter-Tom

    DIRECTOR

    Total calculated
    $3,250
    From this org
    $3,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Brad Voelz

    DIRECTOR/CHAIR

    Total calculated
    $9,250
    From this org
    $6,500
    From related orgs
    $2,750
    Other
    $0
    Hours/week
    1 + 1 related

  • Jane Wear

    DIRECTOR/PARTIAL YR

    Total calculated
    $2,750
    From this org
    $2,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Christopher Wright

    DIRECTOR

    Total calculated
    $3,250
    From this org
    $3,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Jeanne' Wickens

    PH CHIEF FINANCIAL OFFICER/PRTL YR

    Total calculated
    $1,865,163
    From this org
    $0
    From related orgs
    $1,647,203
    Other
    $217,960
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $991,526 related
    Bonus
    $0 + $492,356 related
    Other
    $0 + $163,321 related
    Deferred
    $0 + $186,966 related
    Nontaxable benefits
    $0 + $30,994 related
    Filer's total
    $0 + $1,865,163 related

  • Stanton Risser

    PH ASSOCIATE CHIEF FINANCIAL OFFICER

    Total calculated
    $267,588
    From this org
    $0
    From related orgs
    $218,745
    Other
    $48,843
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,916 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $2,829 related
    Deferred
    $0 + $35,417 related
    Nontaxable benefits
    $0 + $13,426 related
    Filer's total
    $0 + $267,588 related

  • Jeffrey Rockett

    WMHOS VP OUTPATIENT CARE SVCS

    Total calculated
    $363,955
    From this org
    $244,653
    From related orgs
    $60,055
    Other
    $59,247
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $162,840 + $59,766 related
    Bonus
    $62,011
    Other
    $19,802 + $289 related
    Deferred
    $22,061 + $5,415 related
    Nontaxable benefits
    $25,509 + $6,262 related
    Filer's total
    $292,223 + $71,732 related

  • Ashley Wirges

    WMHOS VP PATIENT CARE SVCS

    Total calculated
    $289,071
    From this org
    $234,307
    From related orgs
    $0
    Other
    $54,764
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,112
    Bonus
    $50,957
    Other
    $10,238
    Deferred
    $16,701
    Nontaxable benefits
    $38,063
    Filer's total
    $289,071

  • Amanda Knowles

    WMHOS PHARMACY MGR

    Total calculated
    $329,021
    From this org
    $272,513
    From related orgs
    $0
    Other
    $56,508
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,645
    Bonus
    $30,668
    Other
    $1,200
    Deferred
    $30,209
    Nontaxable benefits
    $26,299
    Filer's total
    $329,021

  • Stacy Frank

    WMHOS NURSING SVCS MGR

    Total calculated
    $202,202
    From this org
    $173,387
    From related orgs
    $0
    Other
    $28,815
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,583
    Bonus
    $19,497
    Other
    $1,307
    Deferred
    $9,755
    Nontaxable benefits
    $19,060
    Filer's total
    $202,202

  • Peter Talati

    WMHOS REHAB MGR

    Total calculated
    $216,776
    From this org
    $171,748
    From related orgs
    $0
    Other
    $45,028
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,563
    Bonus
    $19,532
    Other
    $1,653
    Deferred
    $15,920
    Nontaxable benefits
    $29,108
    Filer's total
    $216,776

  • Angelia Ramirez

    WMHOS NURSING SVCS MGR

    Total calculated
    $218,584
    From this org
    $171,715
    From related orgs
    $0
    Other
    $46,869
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,110
    Bonus
    $15,161
    Other
    $1,444
    Deferred
    $20,885
    Nontaxable benefits
    $25,984
    Filer's total
    $218,584

  • Benjamin Maggard

    WMHOS PHARMACIST

    Total calculated
    $217,606
    From this org
    $166,199
    From related orgs
    $0
    Other
    $51,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,019
    Bonus
    $0
    Other
    $1,180
    Deferred
    $15,403
    Nontaxable benefits
    $36,004
    Filer's total
    $217,606

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)

PART I, LINE 3
RELATED ORGANIZATION, PARKVIEW HEALTH SYSTEM, INC., USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF WHITLEY MEMORIAL HOSPITAL, INC.'S CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE OF THE RELATED ORGANIZATION, PARKVIEW HEALTH SYSTEM, INC. INDEPENDENT COMPENSATION CONSULTANT FORM 990 OF OTHER ORGANIZATIONS COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF THE RELATED ORGANIZATION, PARKVIEW HEALTH SYSTEM, INC.
PART I, LINE 4B
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PAYMENTS THE FOLLOWING INDIVIDUALS PARTICIPATE IN SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLANS. BENEFITS EARNED UNDER THE PLANS WILL FUND THE EMPLOYEES' EVENTUAL RETIREMENT BENEFITS. THESE BENEFITS ARE PROVIDED IN EXCHANGE FOR THE EMPLOYEES' YEARS OF SERVICE TO THE ORGANIZATION, AND THE AMOUNT OF THE BENEFITS MAY VARY YEARLY. THE FOLLOWING INDIVIDUALS VESTED IN A PORTION OF THEIR DEFERRED COMPENSATION PLANS, WHICH IS TREATED AS TAXABLE INCOME TO THE INDIVIDUALS AT THE TIME OF VESTING. THESE AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III): SCOTT GABRIEL $62,552; GREG JOHNSON $488,600; JEANNE' WICKENS $125,575 THE FOLLOWING INDIVIDUALS HAVE AN AMOUNT INCLUDED IN SCHEDULE J, PART II, COLUMN (C) FOR AN AMOUNT EARNED BUT NOT YET VESTED UNDER ONE OF PARKVIEW'S DEFERRED COMPENSATION PLANS. THE AMOUNTS ARE AT RISK AND WILL NOT BE PAID UNLESS AND UNTIL EACH EMPLOYEE HAS PROVIDED SUBSTANTIAL FUTURE SERVICES TO THE ORGANIZATION. BENEFITS UNDER THE PLANS VEST AT THE TIME OUTLINED IN THE PLAN DOCUMENTS AND ARE FORFEITED IF THE EMPLOYEES TERMINATE EMPLOYMENT BEFORE SATISFYING THOSE PLAN CONDITIONS. DEFERRALS REPORTED IN SCHEDULE J, PART II, COLUMN (C) INCLUDE: SCOTT GABRIEL $48,811; STANTON RISSER $35,417; JEANNE' WICKENS $162,816
PART I, LINE 7
THE MANAGEMENT INCENTIVE COMPENSATION PLAN (MICP) IS AN ANNUAL INCENTIVE PROGRAM. THE COMPENSATION COMMITTEE OF THE RELATED ORGANIZATION, PARKVIEW HEALTH SYSTEM, INC., REVIEWS AND APPROVES THE PLAN DOCUMENT FOR MICP. AT THE CONCLUSION OF THE PLAN YEAR, THE PARKVIEW HEALTH SYSTEM, INC. EXECUTIVE COMMITTEE APPROVES THE FINAL PAYMENT.

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

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ORTHOPAEDIC HOSPITAL AT PARKVIEW NORTH LLC

    N/A · ORTHOPAEDIC HOSPITAL · IN

  • MANAGED CARE SERVICES LLC

    N/A · HEALTH PLAN ADMINISTRATION · IN

  • FOUNDATION SURGERY AFFILIATE OF FORT WAYNE LLC

    N/A · SURGICAL SERVICES · IN

  • COMMUNITY HOSPITALS AND WELLNESS CENTERS PAIN MANAGEMENT LLC

    N/A · MEDICAL SERVICES · OH

  • EXCEL SPORTS GROUP LLC

    N/A · SPORTS CAMPS & LEAGUES · IN

Related corporations and trusts

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

  • PARKVIEW PROFESSIONAL PROGRAMS INC

    C · REFERENCE LAB · IN

  • WOODLAND PLAZA MEDICAL PARK CONDO ASSOC INC

    C · PROPERTY OWNERS ASSOCIATION · IN

  • PARKVIEW HEALTH SYSTEM INC 457(B) PLAN

    T · TRUST - 457(B) PLAN 003 · IN

  • PARKVIEW HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN

    T · TRUST - SERP PLAN 004 · IN

  • PARKVIEW HEALTH SYSTEM INC 457(F) PLAN

    T · TRUST - 457(F) PLAN 005 · IN

  • PARKVIEW HEALTH SYSTEM SUPPLEMENTAL

    T · TRUST - SUPPLEMENTAL PLAN 008 · IN

  • PARKVIEW HEALTH SYSTEM EVPCEO

    T · TRUST - EVP/CEO PLAN 009 · IN

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202533109349304428

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