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Nonprofiteer
← INDIANA UNIVERSITY HEALTH BLOOMINGON INC

Form 990 for tax year 2024

Filed by INDIANA UNIVERSITY HEALTH BLOOMINGON INC.

Totals

Total revenue
$780,071,792
Total expenses
$800,252,361
Contributions and grants received
$11,126,717
Grants paid
$780,349
Program services expenses (Part IX)
$766,184,561
Management and general expenses
$34,067,800
Fundraising expenses
$0
Program service expenses (Part III)
$766,184,561

Program services were 95.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DENZIL ROSS MD

    Director/President (SCR) (Part Year)

    Total calculated
    $801,975
    From this org
    $0
    From related orgs
    $660,820
    Other
    $141,155
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,818 related
    Bonus
    $0 + $100,420 related
    Other
    $0 + $136,582 related
    Deferred
    $0 + $91,274 related
    Nontaxable benefits
    $0 + $49,881 related
    Filer's total
    $0 + $801,975 related

  • JACK A KENWORTHY

    DIRECTOR/CHAIR

    Total calculated
    $9,000
    From this org
    $0
    From related orgs
    $9,000
    Other
    $0
    Hours/week
    2 + 4 related

  • JOHN SPARZO MD

    Director/President (Part Year)/CMO (SCR) (Part Year)

    Total calculated
    $584,994
    From this org
    $521,174
    From related orgs
    $0
    Other
    $63,820
    Hours/week
    25 + 30 related

    Schedule J breakdown matched by us

    Base
    $426,785
    Bonus
    $92,067
    Other
    $2,322
    Deferred
    $14,503
    Nontaxable benefits
    $49,317
    Filer's total
    $584,994

  • JOYCE B POLING

    DIRECTOR/SECRETARY

    Total calculated
    $8,000
    From this org
    $0
    From related orgs
    $8,000
    Other
    $0
    Hours/week
    2 + 4 related

  • JULIE MINTON

    DIRECTOR/Treasurer

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    2 + 4 related

  • RICHARD G HENDRICKSON MD

    DIRECTOR/Vice Chair

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    2 + 6 related

  • BRYAN HOFF MD

    DIRECTOR

    Total calculated
    $741,136
    From this org
    $658,320
    From related orgs
    $0
    Other
    $82,816
    Hours/week
    2 + 4 related

    Schedule J breakdown matched by us

    Base
    $434,536
    Bonus
    $222,542
    Other
    $1,242
    Deferred
    $13,800
    Nontaxable benefits
    $69,016
    Filer's total
    $741,136

  • CORINNA REPETTO MD

    Director

    Total calculated
    $415,979
    From this org
    $335,475
    From related orgs
    $0
    Other
    $80,504
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $316,022
    Bonus
    $15,889
    Other
    $3,564
    Deferred
    $13,057
    Nontaxable benefits
    $67,447
    Filer's total
    $415,979

  • DANIEL J PETERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • HOJJAT M SHAMLOO MD

    DIRECTOR

    Total calculated
    $762,793
    From this org
    $692,410
    From related orgs
    $4,000
    Other
    $66,383
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $521,904 + $4,000 related
    Bonus
    $166,942
    Other
    $3,564
    Deferred
    $13,800
    Nontaxable benefits
    $52,583
    Filer's total
    $758,793 + $4,000 related

  • JAMES J LAUGHLIN MD

    DIRECTOR

    Total calculated
    $20,871
    From this org
    $20,415
    From related orgs
    $0
    Other
    $456
    Hours/week
    53 + 2 related

  • JANET F PERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • KEVIN B GEBKE MD

    DIRECTOR

    Total calculated
    $1,122,638
    From this org
    $0
    From related orgs
    $971,536
    Other
    $151,102
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $643,514 related
    Bonus
    $0 + $322,391 related
    Other
    $0 + $5,631 related
    Deferred
    $0 + $120,600 related
    Nontaxable benefits
    $0 + $30,502 related
    Filer's total
    $0 + $1,122,638 related

  • LYNN H COYNE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • MOHAN SHENOY MD

    Director

    Total calculated
    $838,650
    From this org
    $768,403
    From related orgs
    $5,000
    Other
    $65,247
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $590,853 + $5,000 related
    Bonus
    $176,740
    Other
    $810
    Deferred
    $13,800
    Nontaxable benefits
    $51,447
    Filer's total
    $833,650 + $5,000 related

  • VANESSA MCCLARY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • MICHAEL L CRAIG

    VP & CFO (SCR)

    Total calculated
    $441,678
    From this org
    $0
    From related orgs
    $375,821
    Other
    $65,857
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $329,178 related
    Bonus
    $0 + $43,079 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $13,500 related
    Nontaxable benefits
    $0 + $52,357 related
    Filer's total
    $0 + $441,678 related

  • ALAN W BIGGS

    VP & COO (SCR) (PART YEAR)

    Total calculated
    $253,053
    From this org
    $243,099
    From related orgs
    $0
    Other
    $9,954
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $57,808
    Bonus
    $40,090
    Other
    $145,201
    Deferred
    $3,936
    Nontaxable benefits
    $6,018
    Filer's total
    $253,053

  • BRECHIN NEWBY MD

    Chief Physician Executive (SCR)

    Total calculated
    $484,327
    From this org
    $457,578
    From related orgs
    $0
    Other
    $26,749
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $418,210
    Bonus
    $38,558
    Other
    $810
    Deferred
    $13,046
    Nontaxable benefits
    $13,703
    Filer's total
    $484,327

  • BRUCE R WADE

    VP - HUMAN RESOURCES (SCR)

    Total calculated
    $323,737
    From this org
    $0
    From related orgs
    $253,974
    Other
    $69,763
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,436 related
    Bonus
    $0 + $35,292 related
    Other
    $0 + $3,246 related
    Deferred
    $0 + $10,210 related
    Nontaxable benefits
    $0 + $59,553 related
    Filer's total
    $0 + $323,737 related

  • CYNTHIA R HERRINGTON

    VP & CNO (SCR)

    Total calculated
    $394,907
    From this org
    $343,081
    From related orgs
    $0
    Other
    $51,826
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $273,921
    Bonus
    $66,838
    Other
    $2,322
    Deferred
    $7,107
    Nontaxable benefits
    $44,719
    Filer's total
    $394,907

  • DEREK B FIELDS

    VP - Prof Services (SCR) (Part Year) / COO (PART YEAR)

    Total calculated
    $292,791
    From this org
    $259,467
    From related orgs
    $0
    Other
    $33,324
    Hours/week
    50 + 10 related

    Schedule J breakdown matched by us

    Base
    $200,205
    Bonus
    $46,636
    Other
    $12,626
    Deferred
    $10,548
    Nontaxable benefits
    $22,776
    Filer's total
    $292,791

  • LARRY R BAILEY

    COO (SCR) (PART YEAR)

    Total calculated
    $367,355
    From this org
    $0
    From related orgs
    $299,844
    Other
    $67,511
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $257,714 related
    Bonus
    $0 + $38,566 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $12,219 related
    Nontaxable benefits
    $0 + $55,292 related
    Filer's total
    $0 + $367,355 related

  • BRET J SPIER MD

    PHYSICIAN

    Total calculated
    $1,099,824
    From this org
    $1,050,508
    From related orgs
    $0
    Other
    $49,316
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $588,773
    Bonus
    $460,925
    Other
    $810
    Deferred
    $13,800
    Nontaxable benefits
    $35,516
    Filer's total
    $1,099,824

  • BRYAN E MCDONNELL MD

    Physician

    Total calculated
    $1,129,763
    From this org
    $1,054,763
    From related orgs
    $0
    Other
    $75,000
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $788,789
    Bonus
    $259,116
    Other
    $6,858
    Deferred
    $12,718
    Nontaxable benefits
    $62,282
    Filer's total
    $1,129,763

  • JASON VOORHIES MD

    PHYSICIAN

    Total calculated
    $1,368,562
    From this org
    $1,296,732
    From related orgs
    $0
    Other
    $71,830
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $869,522
    Bonus
    $426,400
    Other
    $810
    Deferred
    $13,800
    Nontaxable benefits
    $58,030
    Filer's total
    $1,368,562

  • JONATHAN W SURDAM MD

    PHYSICIAN

    Total calculated
    $1,020,694
    From this org
    $961,050
    From related orgs
    $0
    Other
    $59,644
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $732,204
    Bonus
    $227,604
    Other
    $1,242
    Deferred
    $13,800
    Nontaxable benefits
    $45,844
    Filer's total
    $1,020,694

  • TODD EADS MD

    PHYSICIAN

    Total calculated
    $1,324,106
    From this org
    $1,274,090
    From related orgs
    $0
    Other
    $50,016
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $593,163
    Bonus
    $680,117
    Other
    $810
    Deferred
    $13,800
    Nontaxable benefits
    $36,216
    Filer's total
    $1,324,106

  • BRIAN T SHOCKNEY

    FORMER OFFICER

    Total calculated
    $1,556,074
    From this org
    $0
    From related orgs
    $1,330,269
    Other
    $225,805
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $858,567 related
    Bonus
    $0 + $378,478 related
    Other
    $0 + $93,224 related
    Deferred
    $0 + $163,560 related
    Nontaxable benefits
    $0 + $62,245 related
    Filer's total
    $0 + $1,556,074 related

  • PAUL M CALKINS MD

    FORMER KEY EMPLOYEE

    Total calculated
    $408,179
    From this org
    $0
    From related orgs
    $355,971
    Other
    $52,208
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,784 related
    Bonus
    $0 + $75,758 related
    Other
    $0 + $3,429 related
    Deferred
    $0 + $11,833 related
    Nontaxable benefits
    $0 + $40,375 related
    Filer's total
    $0 + $408,179 related

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 — 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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
IU HEALTH'S BLOOMINGTON'S REGIONAL PRESIDENT IS EMPLOYED BY IU HEALTH. IU HEALTH AND OTHER RELATED ORGANIZATIONS HAVE A PROCESS IN PLACE TO DETERMINE THE COMPENSATION FOR ITS OFFICERS AND KEY EMPLOYEES. IU HEALTH HUMAN RESOURCES USES MARKET DATA FROM MULTIPLE COMPENSATION EXPERTS/VENDORS WHO UTILIZE A VARIETY OF METHODS AND PROCEDURES TO OBTAIN COMPENSATION RANGES FOR COMPARABLE OFFICERS AND EMPLOYEE POSITIONS. THIS MARKET DATA AND MULTIPLE OTHER FACTORS (INCLUDING MARKET PAY BENCHMARKS, INTERNAL EQUITY, CANDIDATE/EMPLOYEE QUALIFICATIONS & PERFORMANCE, AND BUSINESS NEEDS) ARE USED TO RECOMMEND COMPENSATION RANGES FOR ITS OFFICERS AND OTHER EMPLOYEES, WHICH ARE THEN USED AS A GUIDE FOR SETTING REASONABLE COMPENSATION BY MANAGEMENT. PLEASE SEE SCHEDULE O FOR ADDITIONAL DETAILS.
Schedule J, Part I, Line 4a Severance or change-of-control payment
Alan Biggs received severance payment of $144,844.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Denzil Ross, Brian T. Shockney, AND KEVIN GEBKE PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN THESE CRITICAL EMPLOYEES. THE PLAN PROVIDES FOR AN ADDITIONAL RETIREMENT BENEFIT FOR SERVICE THROUGH NORMAL RETIREMENT OR OTHER KEY DATES. IF THE EXECUTIVE LEAVES PRIOR TO RETIREMENT OR OTHER KEY DATES, THE BENEFIT MAY BE FORFEITED OR REDUCED. EACH OF THE EXECUTIVES LISTED ABOVE HAVE AN AMOUNT INCLUDED IN COLUMN C, DEFERRED COMPENSATION, REPRESENTING THE CURRENT YEAR UNVESTED CONTRIBUTIONS MADE UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THESE AMOUNTS WERE NOT PAID TO THE EXECUTIVES DURING THE YEAR. THE FOLLOWING EXECUTIVE HAS AN AMOUNT INCLUDED IN COLUMN B (III), OTHER REPORTABLE COMPENSATION, REPRESENTING THE CURRENT YEAR VESTED AMOUNTS RECEIVED UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: - BRIAN SHOCKNEY: $87,593
Schedule J, Part I, Line 7 Non-fixed payments
AMOUNTS DISCLOSED IN COLUMN B(II) INCLUDE A LONG TERM INCENTIVE FOR CERTAIN EXECUTIVES. ALTHOUGH THESE PLANS ARE BASED ON A FIXED FORMULA THAT HAS BEEN APPROVED BY THE BOARD OF DIRECTORS BASED UPON CERTAIN QUALITATIVE AND QUANTITATIVE FACTORS AND GOALS, ALL DISCRETIONARY INCENTIVE PLANS MUST BE APPROVED BY THE COMMITTEE ON PERSONNEL AND COMPENSATION AND BOARD OF DIRECTORS PRIOR TO ANY INCENTIVE PAYOUT.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.1
Source object
202523179349308147

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