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Nonprofiteer
← INDIANA UNIVERSITY HEALTH INC

Form 990 for tax year 2023

Filed by INDIANA UNIVERSITY HEALTH INC.

Totals

Total revenue
$5,752,062,837
Total expenses
$4,970,388,034
Contributions and grants received
$32,681,739
Grants paid
$17,981,887
Program services expenses (Part IX)
$4,732,884,844
Management and general expenses
$237,503,190
Fundraising expenses
$0
Program service expenses (Part III)
$4,732,884,844

Program services were 95.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BISHOP JULIUS C TRIMBLE

    DIRECTOR/VICE-CHAIR

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

  • DENNIS M MURPHY

    DIRECTOR/PRESIDENT & CEO

    Total calculated
    $4,970,039
    From this org
    $3,987,200
    From related orgs
    $0
    Other
    $982,839
    Hours/week
    60 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,988,320
    Bonus
    $1,396,065
    Other
    $602,815
    Deferred
    $920,584
    Nontaxable benefits
    $62,255
    Filer's total
    $4,970,039

  • Pamela Whitten

    DIRECTOR/VICE-CHAIR

    Total calculated
    $0
    Hours/week
    6

  • THOMAS V EASTERDAY

    BOARD CHAIR/DIRECTOR

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • Alicia D Monroe MD

    DIRECTOR

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • JAMES A DAVLIN V

    DIRECTOR

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

  • JAY L HESS MD

    DIRECTOR

    Total calculated
    $44,500
    From this org
    $44,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6 + 6 related

  • JEFFREY A HARRISON

    DIRECTOR

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • JEFFREY N SIMMONS

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    6

  • Kristin Mays-Corbitt

    DIRECTOR

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

  • KYLE L GRAZIER

    DIRECTOR

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

  • LARRY H STEVENS MD

    DIRECTOR

    Total calculated
    $648,032
    From this org
    $43,500
    From related orgs
    $561,387
    Other
    $43,145
    Hours/week
    6 + 49 related

    Schedule J breakdown matched by us

    Base
    $43,500 + $482,293 related
    Bonus
    $0 + $41,298 related
    Other
    $0 + $37,796 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $29,945 related
    Filer's total
    $43,500 + $604,532 related

  • MAUREEN BISOGNANO

    DIRECTOR

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

  • Quinn Buckner

    DIRECTOR

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • ROBERT A PALMER

    DIRECTOR

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

  • ERIN R LEWIS

    Secretary/EVP/CAO & Gen. Counsel

    Total calculated
    $1,338,252
    From this org
    $1,118,037
    From related orgs
    $0
    Other
    $220,215
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $827,122
    Bonus
    $287,565
    Other
    $3,351
    Deferred
    $168,867
    Nontaxable benefits
    $51,349
    Filer's total
    $1,338,252

  • JENNIFER M ALVEY

    TREASURER/SVP & CFO

    Total calculated
    $1,865,924
    From this org
    $1,601,621
    From related orgs
    $0
    Other
    $264,303
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,080,062
    Bonus
    $379,971
    Other
    $141,588
    Deferred
    $204,900
    Nontaxable benefits
    $59,403
    Filer's total
    $1,865,924

  • DAVID A INGRAM MD

    EVP & CME

    Total calculated
    $1,491,229
    From this org
    $0
    From related orgs
    $1,269,571
    Other
    $221,658
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $797,645 related
    Bonus
    $0 + $350,418 related
    Other
    $0 + $121,508 related
    Deferred
    $0 + $191,658 related
    Nontaxable benefits
    $0 + $30,000 related
    Filer's total
    $0 + $1,491,229 related

  • Gil Peri

    President (Riley)

    Total calculated
    $1,307,459
    From this org
    $1,086,927
    From related orgs
    $0
    Other
    $220,532
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $793,048
    Bonus
    $293,150
    Other
    $729
    Deferred
    $157,200
    Nontaxable benefits
    $63,332
    Filer's total
    $1,307,458

  • Jason H Gilbert RN

    EVP & CNE

    Total calculated
    $913,649
    From this org
    $733,124
    From related orgs
    $0
    Other
    $180,525
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $522,047
    Bonus
    $208,639
    Other
    $2,439
    Deferred
    $123,613
    Nontaxable benefits
    $56,912
    Filer's total
    $913,649

  • MICHELLE A JANNEY RN

    EVP & COO

    Total calculated
    $2,262,216
    From this org
    $1,961,448
    From related orgs
    $0
    Other
    $300,768
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,185,573
    Bonus
    $509,512
    Other
    $266,363
    Deferred
    $261,000
    Nontaxable benefits
    $39,768
    Filer's total
    $2,262,217

  • RYAN D NAGY MD

    PRESIDENT (AAHC)

    Total calculated
    $1,360,271
    From this org
    $0
    From related orgs
    $1,187,403
    Other
    $172,868
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $738,463 related
    Bonus
    $0 + $282,051 related
    Other
    $0 + $166,890 related
    Deferred
    $0 + $150,000 related
    Nontaxable benefits
    $0 + $22,868 related
    Filer's total
    $0 + $1,360,271 related

  • BRIAN T SHOCKNEY

    PRESIDENT (SCR) (Part Year)/SVP System Regional Operations

    Total calculated
    $1,247,272
    From this org
    $1,036,225
    From related orgs
    $0
    Other
    $211,047
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $721,623
    Bonus
    $270,916
    Other
    $43,686
    Deferred
    $145,015
    Nontaxable benefits
    $66,031
    Filer's total
    $1,247,272

  • JEFFREY C BIRD MD

    PRESIDENT (ECR)

    Total calculated
    $1,157,390
    From this org
    $985,198
    From related orgs
    $0
    Other
    $172,192
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $603,910
    Bonus
    $263,314
    Other
    $117,973
    Deferred
    $121,200
    Nontaxable benefits
    $50,992
    Filer's total
    $1,157,389

  • KENNETH DOUG PUCKETT

    PRESIDENT (ISR)

    Total calculated
    $1,084,751
    From this org
    $901,248
    From related orgs
    $0
    Other
    $183,503
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $617,426
    Bonus
    $197,863
    Other
    $85,959
    Deferred
    $125,376
    Nontaxable benefits
    $58,127
    Filer's total
    $1,084,751

  • RONALD L STIVER

    PRESIDENT (SHS)

    Total calculated
    $1,564,484
    From this org
    $1,351,039
    From related orgs
    $0
    Other
    $213,445
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $745,488
    Bonus
    $279,296
    Other
    $326,255
    Deferred
    $148,542
    Nontaxable benefits
    $64,903
    Filer's total
    $1,564,485

  • Timothy A Tarnowski

    SVP & CIO

    Total calculated
    $1,044,268
    From this org
    $954,939
    From related orgs
    $0
    Other
    $89,329
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $341,713
    Bonus
    $220,490
    Other
    $392,736
    Deferred
    $75,238
    Nontaxable benefits
    $14,092
    Filer's total
    $1,044,268

  • PAUL M CALKINS MD

    FORMER KEY EMPLOYEE

    Total calculated
    $634,457
    From this org
    $571,987
    From related orgs
    $0
    Other
    $62,470
    Hours/week
    25 + 30 related

    Schedule J breakdown matched by us

    Base
    $511,890
    Bonus
    $53,240
    Other
    $6,858
    Deferred
    $13,200
    Nontaxable benefits
    $49,270
    Filer's total
    $634,457

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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 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 1a Tax indemnification and gross-up payments
Tax gross ups were provided to one director/officer and two highest compensated employees, listed on IU Health's Form 990. The tax gross ups were treated as taxable compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
DENNIS M. MURPHY, MICHELLE A. JANNEY, R.N., JENNIFER M. ALVEY, RONALD L. STIVER, DAVID A. INGRAM, M.D., RYAN D. NAGY, M.D., ERIN R. LEWIS, GIL PERI, BRIAN T. SHOCKNEY, JEFFREY C. BIRD, M.D., KENNETH D. PUCKETT, TIMOTHY A. TARNOWSKI, AND JASON H. GILBERT, R.N., 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 EXECUTIVES HAVE 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: $586,627 - MICHELLE A. JANNEY, R.N. $251,156 - JENNIFER M. ALVEY: $134,097 - RONALD L. STIVER: $322,904 - DAVID INGRAM, M.D.: $115,877 - RYAN D. NAGY, M.D.: $164,450 - BRIAN T. SHOCKNEY: $38,055 - JEFFREY C. BIRD M.D.: $102,766 - KENNETH D. PUCKETT: $76,458 - TIMOTHY A. TARNOWSKI $385,048 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 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349310559

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

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