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Nonprofiteer
← INDIANA UNIVERSITY HEALTH ARNETT INC

Form 990 for tax year 2022

Filed by INDIANA UNIVERSITY HEALTH ARNETT INC.

Totals

Total revenue
$585,823,463
Total expenses
$592,400,396
Contributions and grants received
$1,464,610
Grants paid
$805,855
Program services expenses (Part IX)
$566,190,717
Management and general expenses
$26,209,679
Fundraising expenses
$0
Program service expenses (Part III)
$566,190,717

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

  • DAVID HUMMELS

    DIRECTOR/CHAIR (PART YEAR)

    Total calculated
    $1,500
    From this org
    $0
    From related orgs
    $1,500
    Other
    $0
    Hours/week
    2 + 4 related

  • GARY D HENRIOTT

    DIRECTOR/CHAIR (PART YEAR)

    Total calculated
    $6,750
    From this org
    $0
    From related orgs
    $6,750
    Other
    $0
    Hours/week
    2 + 5 related

  • AMANDA WHITLOCK

    DIRECTOR

    Total calculated
    $3,750
    From this org
    $0
    From related orgs
    $3,750
    Other
    $0
    Hours/week
    2 + 4 related

  • ERIKA UGIANSKIS MD

    DIRECTOR

    Total calculated
    $813,399
    From this org
    $739,272
    From related orgs
    $0
    Other
    $74,127
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $477,683
    Bonus
    $73,763
    Other
    $187,826
    Deferred
    $12,200
    Nontaxable benefits
    $61,927
    Filer's total
    $813,399

  • JESSE MOORE

    DIRECTOR

    Total calculated
    $9,000
    From this org
    $0
    From related orgs
    $9,000
    Other
    $0
    Hours/week
    2 + 4 related

  • MARION UNDERWOOD

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • MARK BUONO MD

    DIRECTOR

    Total calculated
    $710,850
    From this org
    $659,611
    From related orgs
    $0
    Other
    $51,239
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $580,797
    Bonus
    $75,250
    Other
    $3,564
    Deferred
    $9,586
    Nontaxable benefits
    $41,653
    Filer's total
    $710,850

  • MICHELE S SAYSANA MD

    DIRECTOR

    Total calculated
    $589,708
    From this org
    $0
    From related orgs
    $569,965
    Other
    $19,743
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $515,754 related
    Bonus
    $0 + $51,401 related
    Other
    $0 + $2,810 related
    Deferred
    $0 + $4,333 related
    Nontaxable benefits
    $0 + $15,410 related
    Filer's total
    $0 + $589,708 related

  • RANDALL R MITCHELL

    DIRECTOR

    Total calculated
    $18,750
    From this org
    $0
    From related orgs
    $18,750
    Other
    $0
    Hours/week
    2 + 4 related

  • RANDY W PRICE

    DIRECTOR

    Total calculated
    $9,000
    From this org
    $0
    From related orgs
    $9,000
    Other
    $0
    Hours/week
    2 + 4 related

  • REV KATE L WALKER

    DIRECTOR

    Total calculated
    $13,500
    From this org
    $0
    From related orgs
    $13,500
    Other
    $0
    Hours/week
    2 + 4 related

  • RUBAN NIRMALAN MD

    DIRECTOR

    Total calculated
    $866,286
    From this org
    $806,165
    From related orgs
    $0
    Other
    $60,121
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $328,044
    Bonus
    $462,032
    Other
    $16,089
    Deferred
    $10,958
    Nontaxable benefits
    $49,164
    Filer's total
    $866,287

  • SHAN SHERIDAN

    DIRECTOR

    Total calculated
    $9,000
    From this org
    $0
    From related orgs
    $9,000
    Other
    $0
    Hours/week
    2 + 4 related

  • UMESH PATEL

    DIRECTOR (PART YEAR)

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

  • VICTOR L LECHTENBERG

    DIRECTOR (PART YEAR)

    Total calculated
    $1,500
    From this org
    $0
    From related orgs
    $1,500
    Other
    $0
    Hours/week
    2 + 4 related

  • WILLIAM Y LI MD

    DIRECTOR

    Total calculated
    $373,724
    From this org
    $336,285
    From related orgs
    $0
    Other
    $37,439
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $236,088
    Bonus
    $97,875
    Other
    $2,322
    Deferred
    $12,200
    Nontaxable benefits
    $25,239
    Filer's total
    $373,724

  • ARTHUR VASQUEZ

    REGIONAL PRESIDENT (WCR)

    Total calculated
    $714,787
    From this org
    $0
    From related orgs
    $592,106
    Other
    $122,681
    Hours/week
    33 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,988 related
    Bonus
    $0 + $89,248 related
    Other
    $0 + $1,869 related
    Deferred
    $0 + $88,651 related
    Nontaxable benefits
    $0 + $34,029 related
    Filer's total
    $0 + $714,786 related

  • PHILIP LIST

    SECRETARY (WCR)

    Total calculated
    $229,679
    From this org
    $0
    From related orgs
    $183,142
    Other
    $46,537
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,687 related
    Bonus
    $0 + $18,161 related
    Other
    $0 + $294 related
    Deferred
    $0 + $7,651 related
    Nontaxable benefits
    $0 + $38,887 related
    Filer's total
    $0 + $229,680 related

  • TODD A WILLIAMS

    CFO/TREASURER (WCR)

    Total calculated
    $398,995
    From this org
    $0
    From related orgs
    $331,667
    Other
    $67,328
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,626 related
    Bonus
    $0 + $29,218 related
    Other
    $0 + $22,822 related
    Deferred
    $0 + $12,173 related
    Nontaxable benefits
    $0 + $55,155 related
    Filer's total
    $0 + $398,994 related

  • ALLISON SHUTTZ

    CNO (PART YEAR)

    Total calculated
    $501,432
    From this org
    $450,214
    From related orgs
    $0
    Other
    $51,218
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $221,295
    Bonus
    $24,469
    Other
    $204,450
    Deferred
    $10,131
    Nontaxable benefits
    $41,086
    Filer's total
    $501,432

  • CHRISTOPHER A MANSFIELD MD

    VP-CMO (WCR)

    Total calculated
    $586,259
    From this org
    $519,089
    From related orgs
    $0
    Other
    $67,170
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $387,881
    Bonus
    $122,976
    Other
    $8,232
    Deferred
    $12,200
    Nontaxable benefits
    $54,970
    Filer's total
    $586,259

  • JEFFREY C ZEH

    COO (WCR)

    Total calculated
    $406,827
    From this org
    $367,543
    From related orgs
    $0
    Other
    $39,284
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $318,873
    Bonus
    $31,441
    Other
    $17,229
    Deferred
    $12,057
    Nontaxable benefits
    $27,227
    Filer's total
    $406,827

  • KISHAN PATEL MD

    VP-Chief Physician Executive (WCR) (Part Year)

    Total calculated
    $452,475
    From this org
    $411,678
    From related orgs
    $0
    Other
    $40,797
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $387,221
    Bonus
    $23,918
    Other
    $540
    Deferred
    $12,200
    Nontaxable benefits
    $28,597
    Filer's total
    $452,475

  • KOREEN C KYHNELL

    VP - HUMAN RESOURCES (WCR)

    Total calculated
    $296,905
    From this org
    $0
    From related orgs
    $229,165
    Other
    $67,740
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,140 related
    Bonus
    $0 + $20,092 related
    Other
    $0 + $21,933 related
    Deferred
    $0 + $10,677 related
    Nontaxable benefits
    $0 + $57,064 related
    Filer's total
    $0 + $296,906 related

  • GARRETT JACKSON MD

    PHYSICIAN

    Total calculated
    $1,438,607
    From this org
    $1,377,737
    From related orgs
    $0
    Other
    $60,870
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,028,897
    Bonus
    $324,854
    Other
    $23,986
    Deferred
    $12,200
    Nontaxable benefits
    $48,670
    Filer's total
    $1,438,607

  • JOSEPH E HUBBARD MD

    PHY. DEPT. CHAIR

    Total calculated
    $1,138,259
    From this org
    $1,071,534
    From related orgs
    $0
    Other
    $66,725
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $687,729
    Bonus
    $382,995
    Other
    $810
    Deferred
    $12,200
    Nontaxable benefits
    $54,525
    Filer's total
    $1,138,259

  • PETER SEYMOUR

    Director-Chief of Surgery Regional

    Total calculated
    $853,273
    From this org
    $783,066
    From related orgs
    $0
    Other
    $70,207
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $512,786
    Bonus
    $269,038
    Other
    $1,242
    Deferred
    $12,200
    Nontaxable benefits
    $58,007
    Filer's total
    $853,274

  • RAYHAN JALAL MD

    PHYSICIAN

    Total calculated
    $868,795
    From this org
    $797,961
    From related orgs
    $0
    Other
    $70,834
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $481,241
    Bonus
    $316,180
    Other
    $540
    Deferred
    $12,124
    Nontaxable benefits
    $58,710
    Filer's total
    $868,795

  • STANTON M REGAN MD

    PHYSICIAN

    Total calculated
    $1,094,261
    From this org
    $1,027,649
    From related orgs
    $0
    Other
    $66,612
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $729,888
    Bonus
    $276,220
    Other
    $21,540
    Deferred
    $8,793
    Nontaxable benefits
    $57,820
    Filer's total
    $1,094,261

  • CARA L BREIDSTER

    FORMER OFFICER

    Total calculated
    $404,782
    From this org
    $0
    From related orgs
    $338,130
    Other
    $66,652
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,473 related
    Bonus
    $0 + $36,663 related
    Other
    $0 + $23,994 related
    Deferred
    $0 + $12,119 related
    Nontaxable benefits
    $0 + $54,533 related
    Filer's total
    $0 + $404,782 related

  • DANIEL E NEUFELDER

    FORMER OFFICER

    Total calculated
    $188,587
    From this org
    $0
    From related orgs
    $188,587
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $188,587 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $188,587 related

  • DEREK E EMPIE

    FORMER OFFICER

    Total calculated
    $373,304
    From this org
    $0
    From related orgs
    $311,467
    Other
    $61,837
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $285,471 related
    Bonus
    $0 + $24,754 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $49,637 related
    Filer's total
    $0 + $373,304 related

  • JAMES H PARSONS

    FORMER KEY EMPLOYEE

    Total calculated
    $238,209
    From this org
    $192,093
    From related orgs
    $0
    Other
    $46,116
    Hours/week
    35 + 10 related

    Schedule J breakdown matched by us

    Base
    $173,618
    Bonus
    $18,096
    Other
    $378
    Deferred
    $8,209
    Nontaxable benefits
    $37,906
    Filer's total
    $238,208

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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 ARNETT'S REGIONAL PRESIDENT IS EMPLOYED BY IU HEALTH, INC. IU HEALTH, INC., IU HEALTH ARNETT, AND OTHER RELATED ENTITIES HAVE A PROCESS IN PLACE TO DETERMINE THE COMPENSATION FOR THE OTHER 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 OFFICER 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 4a Severance or change-of-control payment
ALLISON SHUTTZ ENTERED INTO A SEVERANCE AGREEMENT WITH IU HEALTH ARNETT DURING 2022. SHE RECEIVED SEVERANCE OF $203,980 DURING 2022.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ARTHUR VASQUEZ PARTICIPATES 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 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. ARTHUR VASQUEZ HAS AN AMOUNT INCLUDED IN COLUMN C, DEFERRED COMPENSATION, REPRESENTING THE CURRENT YEAR UNVESTED CONTRIBUTIONS MADE UNDER THE SUPPLEMENTAL RETIREMENT PLAN. NO AMOUNTS WERE ACTUALLY PAID TO THESE EXECUTIVES DURING THE YEAR.
Schedule J, Part I, Line 7 Non-fixed payments
AMOUNTS DISCLOSED IN COLUMN B(II) INCLUDE A LONG-TERM AND SHORT-TERM INCENTIVE FOR CERTAIN EXECUTIVES AND SHORT-TERM INCENTIVE FOR OTHER EMPLOYEES. 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 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

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
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323199349302287

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