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Nonprofiteer
← INDIANA UNIVERSITY HEALTH JAY INC

Form 990 for tax year 2023

Filed by INDIANA UNIVERSITY HEALTH JAY INC.

Totals

Total revenue
$39,139,096
Total expenses
$44,942,806
Contributions and grants received
$215,326
Grants paid
$1,454
Program service revenue
$39,213,833
Investment income
-$358,298
Other revenue
$68,235
Total assets, end of year
$23,735,523
Total liabilities, end of year
$20,498,176
Net assets or fund balances, end of year
$3,237,347
Program services expenses (Part IX)
$42,920,688
Management and general expenses
$2,022,118
Fundraising expenses
$0
Program service expenses (Part III)
$42,920,688

Program services were 95.5% 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 (Part Year)

    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
    $1,157,390
    From this org
    $0
    From related orgs
    $985,198
    Other
    $172,192
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $603,910 related
    Bonus
    $0 + $263,314 related
    Other
    $0 + $117,973 related
    Deferred
    $0 + $121,200 related
    Nontaxable benefits
    $0 + $50,992 related
    Filer's total
    $0 + $1,157,389 related

  • JOHN D LITTLER

    DIRECTOR/CHAIR (Part Year)

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • PETER M VOSS MD

    DIRECTOR/VICE CHAIR

    Total calculated
    $554,413
    From this org
    $0
    From related orgs
    $490,221
    Other
    $64,192
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $424,351 related
    Bonus
    $0 + $62,306 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $50,992 related
    Filer's total
    $0 + $554,413 related

  • WILBUR R DAVIS

    Director/ Vice Chair

    Total calculated
    $1,000
    From this org
    $0
    From related orgs
    $1,000
    Other
    $0
    Hours/week
    2 + 4 related

  • CHANTILLE ALLEN

    DIRECTOR (Part Year)

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • CHARLES R ROUTH MD

    DIRECTOR

    Total calculated
    $349,621
    From this org
    $0
    From related orgs
    $282,146
    Other
    $67,475
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,698 related
    Bonus
    $0 + $98,590 related
    Other
    $0 + $6,858 related
    Deferred
    $0 + $11,501 related
    Nontaxable benefits
    $0 + $55,974 related
    Filer's total
    $0 + $349,621 related

  • Dea Bell

    Director (Part Year)

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

  • DERRON L BISHOP PHD

    DIRECTOR

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

  • GEOFFREY S MEARNS JD

    Director

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • JOAN V CASTOR

    DIRECTOR

    Total calculated
    $703,354
    From this org
    $0
    From related orgs
    $571,413
    Other
    $131,941
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,579 related
    Bonus
    $0 + $145,314 related
    Other
    $0 + $55,520 related
    Deferred
    $0 + $79,944 related
    Nontaxable benefits
    $0 + $51,997 related
    Filer's total
    $0 + $703,354 related

  • LORI A LUTHER

    COO (ECR) (Part Year)

    Total calculated
    $441,211
    From this org
    $0
    From related orgs
    $379,246
    Other
    $61,965
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,929 related
    Bonus
    $0 + $52,515 related
    Other
    $0 + $5,803 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $48,765 related
    Filer's total
    $0 + $441,211 related

  • MICHAEL J FISHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 7 related

  • PATRICK A CLEARY MD

    DIRECTOR

    Total calculated
    $8,000
    From this org
    $0
    From related orgs
    $8,000
    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
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    2 + 4 related

  • JONATHAN W VANATOR

    CFO (ECR)

    Total calculated
    $454,986
    From this org
    $0
    From related orgs
    $387,519
    Other
    $67,467
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,963 related
    Bonus
    $0 + $59,746 related
    Other
    $0 + $810 related
    Deferred
    $0 + $12,328 related
    Nontaxable benefits
    $0 + $55,139 related
    Filer's total
    $0 + $454,986 related

  • MICHELLE R ALTOBELLA

    VP-General Counsel, Asst Secretary (ECR)

    Total calculated
    $309,878
    From this org
    $0
    From related orgs
    $259,376
    Other
    $50,502
    Hours/week
    0 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,260 related
    Bonus
    $0 + $25,917 related
    Other
    $0 + $1,199 related
    Deferred
    $0 + $10,683 related
    Nontaxable benefits
    $0 + $39,818 related
    Filer's total
    $0 + $309,877 related

  • BRIAN REED

    VP-HUMAN RESOURCES (ECR)

    Total calculated
    $260,965
    From this org
    $0
    From related orgs
    $200,039
    Other
    $60,926
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,352 related
    Bonus
    $0 + $20,328 related
    Other
    $0 + $359 related
    Deferred
    $0 + $8,421 related
    Nontaxable benefits
    $0 + $52,504 related
    Filer's total
    $0 + $260,965 related

  • KREIGH COOK

    COO (ECR) (Part Year)

    Total calculated
    $267,600
    From this org
    $0
    From related orgs
    $230,105
    Other
    $37,495
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $186,851 related
    Bonus
    $0 + $15,839 related
    Other
    $0 + $27,415 related
    Deferred
    $0 + $9,407 related
    Nontaxable benefits
    $0 + $28,088 related
    Filer's total
    $0 + $267,600 related

  • MELISSA R HICKS

    VP & CNO (ECR)

    Total calculated
    $326,238
    From this org
    $0
    From related orgs
    $272,051
    Other
    $54,187
    Hours/week
    20 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,948 related
    Bonus
    $0 + $35,631 related
    Other
    $0 + $472 related
    Deferred
    $0 + $11,139 related
    Nontaxable benefits
    $0 + $43,048 related
    Filer's total
    $0 + $326,238 related

  • RYAN M JOHNSTON MD

    VP & CMO (ECR)

    Total calculated
    $518,672
    From this org
    $0
    From related orgs
    $441,485
    Other
    $77,187
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $384,347 related
    Bonus
    $0 + $55,896 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $63,987 related
    Filer's total
    $0 + $518,672 related

  • CHERI L KNAPKE

    Manager-Pharmacy

    Total calculated
    $197,888
    From this org
    $157,014
    From related orgs
    $0
    Other
    $40,874
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $147,755
    Bonus
    $9,139
    Other
    $120
    Deferred
    $6,699
    Nontaxable benefits
    $34,176
    Filer's total
    $197,889

  • CHRISTINA SCHEMENAUR

    VP - CNO - JAY

    Total calculated
    $205,338
    From this org
    $177,731
    From related orgs
    $0
    Other
    $27,607
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $155,070
    Bonus
    $22,192
    Other
    $468
    Deferred
    $7,093
    Nontaxable benefits
    $20,514
    Filer's total
    $205,338

  • Diane R Roessner

    Pharmacist

    Total calculated
    $173,635
    From this org
    $138,386
    From related orgs
    $0
    Other
    $35,249
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $136,726
    Bonus
    $1,540
    Other
    $120
    Deferred
    $5,782
    Nontaxable benefits
    $29,467
    Filer's total
    $173,635

  • Timothy D Dillingham

    Manager-Imaging Services

    Total calculated
    $171,953
    From this org
    $116,694
    From related orgs
    $0
    Other
    $55,259
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $110,386
    Bonus
    $6,033
    Other
    $276
    Deferred
    $4,504
    Nontaxable benefits
    $50,755
    Filer's total
    $171,953

  • Vickie L Liette

    Manager-Clinical Critical Access Hospital

    Total calculated
    $170,732
    From this org
    $102,638
    From related orgs
    $0
    Other
    $68,094
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $93,888
    Bonus
    $5,922
    Other
    $2,828
    Deferred
    $2,721
    Nontaxable benefits
    $65,373
    Filer's total
    $170,732

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

  • 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'S JAY'S REGIONAL PRESIDENT AND PRESIDENT ARE EMPLOYED BY INDIANA UNIVERSITY HEALTH, INC. IU HEALTH, IU HEALTH BALL MEMORIAL HOSPITAL, IU HEALTH JAY, 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
JEFFREY C. BIRD, M.D. AND JOAN V. CASTOR PARTICIPATE IN AN IU HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. PROVISIONS OF WHICH ARE DESIGNED TO RETAIN ITS CRITICAL EMPLOYEES. THE PLAN PROVIDES FOR AN ADDITIONAL RETIREMENT BENEFIT FOR SERVICES 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: -JEFFREY C. BIRD: $102,766 -JOAN V. CASTOR: $52,216
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 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 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

No itemized grants to organizations 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.

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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202423179349306552

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