Form 990 for tax year 2024
Filed by INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL INC.
Totals
- Total revenue
- $581,000,304
- Total expenses
- $556,049,657
- Contributions and grants received
- $7,548,190
- Grants paid
- $805,128
- Program services expenses (Part IX)
- $531,811,183
- Management and general expenses
- $24,238,474
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $531,811,183
Program services were 95.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DANIEL E BORGENHEIMER
DIRECTOR/CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
J STEVEN RHEA
Director/Secretary/Treasurer
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
JEFFREY C BIRD MD
DIRECTOR/PRESIDENT (ECR)
- Total calculated
- $1,181,445
- From this org
- $0
- From related orgs
- $1,005,128
- Other
- $176,317
- Hours/week
- 35 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $615,805 related
- Bonus
- $0 + $259,543 related
- Other
- $0 + $129,780 related
- Deferred
- $0 + $123,960 related
- Nontaxable benefits
- $0 + $52,357 related
- Filer's total
- $0 + $1,181,445 related
-
PETER M VOSS MD
DIRECTOR/VICE CHAIR
- Total calculated
- $612,571
- From this org
- $493,143
- From related orgs
- $51,629
- Other
- $67,799
- Hours/week
- 25 + 30 related
Schedule J breakdown matched by us
- Base
- $433,139 + $15,437 related
- Bonus
- $56,440 + $36,192 related
- Other
- $3,564
- Deferred
- $13,800 + $1,324 related
- Nontaxable benefits
- $50,358 + $2,317 related
- Filer's total
- $557,301 + $55,270 related
-
WILBUR R DAVIS
DIRECTOR/VICE CHAIR
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 2 + 4 related
-
CHARLES R ROUTH MD
DIRECTOR
- Total calculated
- $359,339
- From this org
- $0
- From related orgs
- $296,767
- Other
- $62,572
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $177,352 related
- Bonus
- $0 + $112,557 related
- Other
- $0 + $6,858 related
- Deferred
- $0 + $11,923 related
- Nontaxable benefits
- $0 + $50,649 related
- Filer's total
- $0 + $359,339 related
-
DEA BELL
DIRECTOR
- Total calculated
- $6,000
- From this org
- $0
- From related orgs
- $6,000
- Other
- $0
- Hours/week
- 2 + 4 related
-
DERRON L BISHOP PHD
DIRECTOR
- Total calculated
- $2,000
- From this org
- $0
- From related orgs
- $2,000
- Other
- $0
- Hours/week
- 2 + 4 related
-
DONALD J ENGEL
DIRECTOR (PART YEAR)
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
GEOFFREY S MEARNS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
JOAN V CASTOR
DIRECTOR
- Total calculated
- $781,469
- From this org
- $0
- From related orgs
- $644,641
- Other
- $136,828
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $383,981 related
- Bonus
- $0 + $200,279 related
- Other
- $0 + $60,381 related
- Deferred
- $0 + $82,880 related
- Nontaxable benefits
- $0 + $53,948 related
- Filer's total
- $0 + $781,469 related
-
KEVIN D WOODGETT
DIRECTOR (PART YEAR)
- Total calculated
- $4,000
- From this org
- $0
- From related orgs
- $4,000
- Other
- $0
- Hours/week
- 2 + 4 related
-
MICHAEL J FISHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 7 related
-
PATRICK A CLEARY MD
DIRECTOR
- Total calculated
- $4,000
- From this org
- $0
- From related orgs
- $4,000
- Other
- $0
- Hours/week
- 2 + 4 related
-
TERRY W BAILEY
DIRECTOR
- Total calculated
- $6,000
- From this org
- $0
- From related orgs
- $6,000
- Other
- $0
- Hours/week
- 2 + 4 related
-
WILLIAM W HINKLE
DIRECTOR
- Total calculated
- $6,000
- From this org
- $0
- From related orgs
- $6,000
- Other
- $0
- Hours/week
- 2 + 4 related
-
JONATHAN W VANATOR
CFO (ECR) (PART YEAR)
- Total calculated
- $533,905
- From this org
- $0
- From related orgs
- $468,222
- Other
- $65,683
- Hours/week
- 33 + 22 related
Schedule J breakdown matched by us
- Base
- $0 + $335,594 related
- Bonus
- $0 + $131,818 related
- Other
- $0 + $810 related
- Deferred
- $0 + $11,803 related
- Nontaxable benefits
- $0 + $53,880 related
- Filer's total
- $0 + $533,905 related
-
MICHAEL L CRAIG
CFO (Part Year)
- 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
-
MICHELLE R ALTOBELLA
VP-General Counsel, Asst Secretary (ECR)
- Total calculated
- $327,645
- From this org
- $0
- From related orgs
- $274,361
- Other
- $53,284
- Hours/week
- 2 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $237,733 related
- Bonus
- $0 + $35,399 related
- Other
- $0 + $1,229 related
- Deferred
- $0 + $11,328 related
- Nontaxable benefits
- $0 + $41,956 related
- Filer's total
- $0 + $327,645 related
-
BRIAN REED
VP-HUMAN RESOURCES (ECR)
- Total calculated
- $274,794
- From this org
- $0
- From related orgs
- $211,282
- Other
- $63,512
- Hours/week
- 20 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $183,135 related
- Bonus
- $0 + $27,779 related
- Other
- $0 + $368 related
- Deferred
- $0 + $8,888 related
- Nontaxable benefits
- $0 + $54,624 related
- Filer's total
- $0 + $274,794 related
-
KREIGH COOK
COO (ECR)
- Total calculated
- $351,542
- From this org
- $307,676
- From related orgs
- $0
- Other
- $43,866
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $279,864
- Bonus
- $27,326
- Other
- $486
- Deferred
- $12,505
- Nontaxable benefits
- $31,361
- Filer's total
- $351,542
-
MELISSA R HICKS
VP & CNO (ECR)
- Total calculated
- $322,319
- From this org
- $275,836
- From related orgs
- $0
- Other
- $46,483
- Hours/week
- 10 + 45 related
Schedule J breakdown matched by us
- Base
- $243,839
- Bonus
- $31,515
- Other
- $482
- Deferred
- $11,225
- Nontaxable benefits
- $35,258
- Filer's total
- $322,319
-
RYAN M JOHNSTON MD
VP & CMO (ECR)
- Total calculated
- $525,363
- From this org
- $446,201
- From related orgs
- $0
- Other
- $79,162
- Hours/week
- 10 + 45 related
Schedule J breakdown matched by us
- Base
- $392,288
- Bonus
- $52,671
- Other
- $1,242
- Deferred
- $13,800
- Nontaxable benefits
- $65,362
- Filer's total
- $525,363
-
ALVIS FOSTER
Physicist-Radiation Medicine
- Total calculated
- $324,990
- From this org
- $253,549
- From related orgs
- $0
- Other
- $71,441
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $246,952
- Bonus
- $5,073
- Other
- $1,524
- Deferred
- $10,349
- Nontaxable benefits
- $61,092
- Filer's total
- $324,990
-
CHRISTOPHER GAMBLE MD
Associate CMO
- Total calculated
- $431,611
- From this org
- $371,637
- From related orgs
- $0
- Other
- $59,974
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $338,135
- Bonus
- $32,692
- Other
- $810
- Deferred
- $9,095
- Nontaxable benefits
- $50,879
- Filer's total
- $431,611
-
JOSEPH BUTTS
RADIATION PHYSICIST
- Total calculated
- $282,267
- From this org
- $244,865
- From related orgs
- $0
- Other
- $37,402
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $244,589
- Bonus
- $0
- Other
- $276
- Deferred
- $9,817
- Nontaxable benefits
- $27,585
- Filer's total
- $282,267
-
JULIE M PAINTER
PHYSICAL THERAPIST
- Total calculated
- $253,007
- From this org
- $232,130
- From related orgs
- $0
- Other
- $20,877
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $105,763
- Bonus
- $13,689
- Other
- $112,678
- Deferred
- $4,992
- Nontaxable benefits
- $15,885
- Filer's total
- $253,007
-
REBECCA A CLARK
VP & CNO
- Total calculated
- $296,244
- From this org
- $246,766
- From related orgs
- $0
- Other
- $49,478
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $181,994
- Bonus
- $64,195
- Other
- $577
- Deferred
- $10,253
- Nontaxable benefits
- $39,225
- Filer's total
- $296,244
-
DAVID A SCHWARTZ
Former Highest Compensated Employee
- Total calculated
- $275,038
- From this org
- $0
- From related orgs
- $253,586
- Other
- $21,452
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $237,983 related
- Bonus
- $0 + $14,393 related
- Other
- $0 + $1,210 related
- Deferred
- $0 + $10,123 related
- Nontaxable benefits
- $0 + $11,329 related
- Filer's total
- $0 + $275,038 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
- 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
- IU Health Ball Memorial Hospital's Regional President is employed by IU Health. IU Health, IU Health Ball 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 4b Supplemental nonqualified retirement plan
- JOAN V. CASTOR PARTICIPATEs 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. THE EXECUTIVE LISTED ABOVE has 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(S) HAVE AN AMOUNT INCLUDED IN COLUMN B (III), OTHER REPORTABLE COMPENSATION, REPRESENTING THE CURRENT YEAR VESTED AMOUNTS RECEIVED UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: - JOAN V. CASTOR: $56,550
- 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
-
$700,000
Community Benefit
-
$105,128
Community Benefit
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.
-
INDIANA HEALTH INFO EXCHANGE INC
501(c)(3) · HEALTHCARE · IN
-
IU HEALTH BALL MEMORIAL PHYSICIANS INC
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUHBMH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
INDIANA UNIVERSITY HEALTH FOUNDATION INC
501(c)(3) · FUNDRAISING · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN
Directly controlled by NA
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(4) · INSURANCE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
IU HEALTH WHITE MEMORIAL HOSPITAL INC
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
IU MEDICAL GROUP FOUNDATION INC
501(c)(3) · FUNDRAISING · IN
-
501(c)(3) · FUNDRAISING · IN
-
UNIVERSITY FAMILY PHYSICIANS INC
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUHCA
-
IU HEALTH BLACKFORD HOSPITAL INC
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUHBMH
-
501(c)(3) · Economic Development · IN
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202543179349302029
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