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Nonprofiteer
← INDIANA UNIVERSITY HEALTH FOUNDATION INC

Form 990 for tax year 2024

Filed by INDIANA UNIVERSITY HEALTH FOUNDATION INC.

Totals

Total revenue
$60,691,203
Total expenses
$34,546,658
Contributions and grants received
$38,168,447
Grants paid
$33,667,633
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$33,685,154
Management and general expenses
$479,136
Fundraising expenses
$382,368
Program service expenses (Part III)
$33,685,154

Program services were 97.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AMAN BRAR

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CRYSTAL H MILLER

    PRESIDENT/SECRETARY

    Total calculated
    $760,138
    From this org
    $0
    From related orgs
    $627,799
    Other
    $132,339
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $451,238 related
    Bonus
    $0 + $172,180 related
    Other
    $0 + $4,381 related
    Deferred
    $0 + $87,510 related
    Nontaxable benefits
    $0 + $44,829 related
    Filer's total
    $0 + $760,138 related

  • GARY D HENRIOTT

    DIRECTOR/CHAIR

    Total calculated
    $9,000
    From this org
    $0
    From related orgs
    $9,000
    Other
    $0
    Hours/week
    1 + 6 related

  • ALAN HENDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BROWNSYNE TUCKER EDMONDS MD

    DIRECTOR

    Total calculated
    $672,034
    From this org
    $0
    From related orgs
    $638,235
    Other
    $33,799
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $517,201 related
    Bonus
    $0 + $120,224 related
    Other
    $0 + $810 related
    Deferred
    $0 + $10,604 related
    Nontaxable benefits
    $0 + $23,195 related
    Filer's total
    $0 + $672,034 related

  • DEBORAH F TOBIAS

    Director

    Total calculated
    $0
    Hours/week
    1

  • DENNIS M MURPHY

    DIRECTOR

    Total calculated
    $5,720,461
    From this org
    $0
    From related orgs
    $4,720,244
    Other
    $1,000,217
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,100,546 related
    Bonus
    $0 + $1,822,571 related
    Other
    $0 + $797,127 related
    Deferred
    $0 + $939,516 related
    Nontaxable benefits
    $0 + $60,701 related
    Filer's total
    $0 + $5,720,461 related

  • DENNY SPONSEL

    Director

    Total calculated
    $0
    Hours/week
    1

  • GINA GIACONE

    Director

    Total calculated
    $0
    Hours/week
    1

  • JAMES A DAVLIN V

    Director

    Total calculated
    $37,500
    From this org
    $0
    From related orgs
    $37,500
    Other
    $0
    Hours/week
    1 + 6 related

  • JIM MARCUCCILLI

    Director

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL J FISHER

    Director

    Total calculated
    $0
    Hours/week
    1 + 8 related

  • MITESH SHAH MD

    Director

    Total calculated
    $1,296,182
    From this org
    $0
    From related orgs
    $1,260,660
    Other
    $35,522
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,260,660 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,882 related
    Nontaxable benefits
    $0 + $31,640 related
    Filer's total
    $0 + $1,296,182 related

  • SHELLY SCHWARZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN MOORE MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HAROLD BERFIEND

    TREASURER

    Total calculated
    $560,733
    From this org
    $0
    From related orgs
    $484,090
    Other
    $76,643
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $424,384 related
    Bonus
    $0 + $57,384 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $62,843 related
    Filer's total
    $0 + $560,733 related

  • HEATHER PERDUE

    Vice President, Campaigns and Philanthropy

    Total calculated
    $232,951
    From this org
    $0
    From related orgs
    $202,180
    Other
    $30,771
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $174,009 related
    Bonus
    $0 + $27,798 related
    Other
    $0 + $373 related
    Deferred
    $0 + $8,290 related
    Nontaxable benefits
    $0 + $22,481 related
    Filer's total
    $0 + $232,951 related

  • JAMI MARSH

    Vice President, Strategy and Philanthropy

    Total calculated
    $236,038
    From this org
    $0
    From related orgs
    $196,323
    Other
    $39,715
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $170,494 related
    Bonus
    $0 + $25,002 related
    Other
    $0 + $827 related
    Deferred
    $0 + $7,997 related
    Nontaxable benefits
    $0 + $31,718 related
    Filer's total
    $0 + $236,038 related

  • WENDY MEHRINGER

    VICE PRESIDENT, OPERATIONS

    Total calculated
    $331,743
    From this org
    $0
    From related orgs
    $268,683
    Other
    $63,060
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $231,540 related
    Bonus
    $0 + $36,344 related
    Other
    $0 + $799 related
    Deferred
    $0 + $10,982 related
    Nontaxable benefits
    $0 + $52,078 related
    Filer's total
    $0 + $331,743 related

  • LAURA PICKETT

    FORMER OFFICER

    Total calculated
    $390,162
    From this org
    $0
    From related orgs
    $331,803
    Other
    $58,359
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $288,115 related
    Bonus
    $0 + $43,202 related
    Other
    $0 + $486 related
    Deferred
    $0 + $8,641 related
    Nontaxable benefits
    $0 + $49,718 related
    Filer's total
    $0 + $390,162 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, 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4b Supplemental nonqualified retirement plan
DENNIS M. MURPHY AND CRYSTAL H. MILLER PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN 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. 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: - DENNIS M. MURPHY: $776,247 Dennis M. Murphy has a retention agreement which was signed in 2019. The anticipated vesting and payout date of the retention bonus is 1/1/25.
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 TALENT MANAGEMENT AND EXECUTIVE COMPENSATION COMMITTEE 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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.1
Source object
202543179349308149

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