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Nonprofiteer
← INDIANA UNIVERSITY HEALTH FOUNDATION INC

Form 990 for tax year 2023

Filed by INDIANA UNIVERSITY HEALTH FOUNDATION INC.

Totals

Total revenue
$45,780,231
Total expenses
$25,645,860
Contributions and grants received
$29,594,647
Grants paid
$24,830,095
Program services expenses (Part IX)
$24,836,158
Management and general expenses
$356,721
Fundraising expenses
$452,981
Program service expenses (Part III)
$24,836,158

Program services were 96.8% 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
    $627,521
    From this org
    $0
    From related orgs
    $510,649
    Other
    $116,872
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $399,473 related
    Bonus
    $0 + $107,834 related
    Other
    $0 + $3,342 related
    Deferred
    $0 + $83,400 related
    Nontaxable benefits
    $0 + $33,472 related
    Filer's total
    $0 + $627,521 related

  • GARY D HENRIOTT

    DIRECTOR/CHAIR

    Total calculated
    $7,500
    From this org
    $0
    From related orgs
    $7,500
    Other
    $0
    Hours/week
    1 + 6 related

  • ALAN HENDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BROWNSYNE TUCKER EDMONDS MD

    DIRECTOR

    Total calculated
    $600,349
    From this org
    $0
    From related orgs
    $567,534
    Other
    $32,815
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $402,797 related
    Bonus
    $0 + $163,927 related
    Other
    $0 + $810 related
    Deferred
    $0 + $10,120 related
    Nontaxable benefits
    $0 + $22,695 related
    Filer's total
    $0 + $600,349 related

  • DEBORAH F TOBIAS

    Director

    Total calculated
    $0
    Hours/week
    1

  • DENNIS M MURPHY

    DIRECTOR

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

    Schedule J breakdown matched by us

    Base
    $0 + $1,988,320 related
    Bonus
    $0 + $1,396,065 related
    Other
    $0 + $602,815 related
    Deferred
    $0 + $920,584 related
    Nontaxable benefits
    $0 + $62,255 related
    Filer's total
    $0 + $4,970,039 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
    $1,246,215
    From this org
    $0
    From related orgs
    $1,211,352
    Other
    $34,863
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,210,852 related
    Bonus
    $0 + $500 related
    Other
    $0
    Deferred
    $0 + $3,723 related
    Nontaxable benefits
    $0 + $31,140 related
    Filer's total
    $0 + $1,246,215 related

  • SHELLY SCHWARZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN MOORE MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM R RINGO

    Director

    Total calculated
    $0
    Hours/week
    1

  • JOHN HUESING

    TREASURER

    Total calculated
    $522,521
    From this org
    $0
    From related orgs
    $444,336
    Other
    $78,185
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,901 related
    Bonus
    $0 + $43,113 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $64,985 related
    Filer's total
    $0 + $522,521 related

  • Heather Perdue

    Vice President, Campaigns and Philanthropy

    Total calculated
    $220,766
    From this org
    $0
    From related orgs
    $187,629
    Other
    $33,137
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $168,124 related
    Bonus
    $0 + $19,142 related
    Other
    $0 + $363 related
    Deferred
    $0 + $7,774 related
    Nontaxable benefits
    $0 + $25,363 related
    Filer's total
    $0 + $220,766 related

  • JAMI MARSH

    Vice President, Strategy and Philanthropy

    Total calculated
    $220,341
    From this org
    $0
    From related orgs
    $184,580
    Other
    $35,761
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $166,203 related
    Bonus
    $0 + $17,570 related
    Other
    $0 + $806 related
    Deferred
    $0 + $7,546 related
    Nontaxable benefits
    $0 + $28,216 related
    Filer's total
    $0 + $220,341 related

  • WENDY MEHRINGER

    VICE PRESIDENT, OPERATIONS

    Total calculated
    $294,597
    From this org
    $0
    From related orgs
    $247,221
    Other
    $47,376
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $231,047 related
    Bonus
    $0 + $15,654 related
    Other
    $0 + $520 related
    Deferred
    $0 + $10,247 related
    Nontaxable benefits
    $0 + $37,129 related
    Filer's total
    $0 + $294,597 related

  • LAURA PICKETT

    FORMER OFFICER

    Total calculated
    $371,005
    From this org
    $0
    From related orgs
    $314,654
    Other
    $56,351
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,808 related
    Bonus
    $0 + $30,361 related
    Other
    $0 + $486 related
    Deferred
    $0 + $9,668 related
    Nontaxable benefits
    $0 + $46,683 related
    Filer's total
    $0 + $371,006 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

  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 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 ($586,627) 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.

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
12 November 2024
IRS schema version
2023v5.1
Source object
202403179349306220

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

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