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Nonprofiteer
← INDIANA UNIVERSITY HEALTH PAOLI INC

Form 990 for tax year 2023

Filed by INDIANA UNIVERSITY HEALTH PAOLI INC.

Totals

Total revenue
$37,336,963
Total expenses
$36,322,449
Contributions and grants received
$49,090
Grants paid
$0
Program services expenses (Part IX)
$34,708,637
Management and general expenses
$1,613,812
Fundraising expenses
$0
Program service expenses (Part III)
$34,708,637

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

  • BRIAN T SHOCKNEY

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

    Total calculated
    $1,247,272
    From this org
    $0
    From related orgs
    $1,036,225
    Other
    $211,047
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $721,623 related
    Bonus
    $0 + $270,916 related
    Other
    $0 + $43,686 related
    Deferred
    $0 + $145,015 related
    Nontaxable benefits
    $0 + $66,031 related
    Filer's total
    $0 + $1,247,272 related

  • JACK A KENWORTHY

    DIRECTOR/CHAIR

    Total calculated
    $7,500
    From this org
    $0
    From related orgs
    $7,500
    Other
    $0
    Hours/week
    2 + 4 related

  • JOHN SPARZO MD

    Director (Part Year)/President (Part Year)/VP-CMO (SCR)

    Total calculated
    $538,748
    From this org
    $0
    From related orgs
    $473,018
    Other
    $65,730
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,709 related
    Bonus
    $0 + $59,165 related
    Other
    $0 + $2,143 related
    Deferred
    $0 + $13,671 related
    Nontaxable benefits
    $0 + $52,059 related
    Filer's total
    $0 + $538,748 related

  • JOYCE B POLING

    DIRECTOR/SECRETARY

    Total calculated
    $3,000
    From this org
    $0
    From related orgs
    $3,000
    Other
    $0
    Hours/week
    2 + 4 related

  • JULIE MINTON

    DIRECTOR/Treasurer

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

  • RICHARD G HENDRICKSON

    DIRECTOR/Vice Chair

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    2 + 6 related

  • CORINNA REPETTO MD

    Director

    Total calculated
    $460,138
    From this org
    $0
    From related orgs
    $380,967
    Other
    $79,171
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $342,524 related
    Bonus
    $0 + $34,879 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $65,971 related
    Filer's total
    $0 + $460,138 related

  • DANIEL J PETERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • HOJJAT M SHAMLOO MD

    DIRECTOR

    Total calculated
    $729,452
    From this org
    $0
    From related orgs
    $649,685
    Other
    $79,767
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $544,059 related
    Bonus
    $0 + $102,062 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $14,555 related
    Nontaxable benefits
    $0 + $65,211 related
    Filer's total
    $0 + $729,452 related

  • JAMES J LAUGHLIN MD

    DIRECTOR

    Total calculated
    $219,390
    From this org
    $0
    From related orgs
    $203,139
    Other
    $16,251
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,230 related
    Bonus
    $0 + $14,910 related
    Other
    $0
    Deferred
    $0 + $8,126 related
    Nontaxable benefits
    $0 + $8,126 related
    Filer's total
    $0 + $219,391 related

  • JAMES RIDGE MD

    DIRECTOR

    Total calculated
    $48,000
    From this org
    $0
    From related orgs
    $48,000
    Other
    $0
    Hours/week
    2 + 14 related

  • JANET FARLOW PERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • KEVIN B GEBKE MD

    DIRECTOR

    Total calculated
    $797,550
    From this org
    $0
    From related orgs
    $653,475
    Other
    $144,075
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $576,771 related
    Bonus
    $0 + $73,353 related
    Other
    $0 + $3,351 related
    Deferred
    $0 + $114,073 related
    Nontaxable benefits
    $0 + $30,002 related
    Filer's total
    $0 + $797,550 related

  • LYNN H COYNE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Mohan Shenoy MD

    Director

    Total calculated
    $864,193
    From this org
    $0
    From related orgs
    $794,400
    Other
    $69,793
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $516,917 related
    Bonus
    $0 + $256,519 related
    Other
    $0 + $20,964 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $56,593 related
    Filer's total
    $0 + $864,193 related

  • VANESSA MCCLARY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • MICHAEL L CRAIG

    VP & CFO (SCR)

    Total calculated
    $400,349
    From this org
    $0
    From related orgs
    $333,908
    Other
    $66,441
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,606 related
    Bonus
    $0 + $38,738 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $53,241 related
    Filer's total
    $0 + $400,348 related

  • ALAN W BIGGS

    VP & COO (SCR)

    Total calculated
    $367,712
    From this org
    $0
    From related orgs
    $314,970
    Other
    $52,742
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,239 related
    Bonus
    $0 + $36,409 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $12,686 related
    Nontaxable benefits
    $0 + $40,056 related
    Filer's total
    $0 + $367,712 related

  • Brechin Newby MD

    Chief Physician Executive (SCR)

    Total calculated
    $468,897
    From this org
    $0
    From related orgs
    $442,811
    Other
    $26,086
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $408,104 related
    Bonus
    $0 + $34,167 related
    Other
    $0 + $540 related
    Deferred
    $0 + $13,043 related
    Nontaxable benefits
    $0 + $13,043 related
    Filer's total
    $0 + $468,897 related

  • BRUCE R WADE

    VP - HUMAN RESOURCES (SCR)

    Total calculated
    $313,355
    From this org
    $0
    From related orgs
    $245,476
    Other
    $67,879
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,265 related
    Bonus
    $0 + $31,042 related
    Other
    $0 + $3,169 related
    Deferred
    $0 + $9,856 related
    Nontaxable benefits
    $0 + $58,023 related
    Filer's total
    $0 + $313,355 related

  • CYNTHIA R HERRINGTON

    VP & CNO (SCR)

    Total calculated
    $356,588
    From this org
    $0
    From related orgs
    $309,541
    Other
    $47,047
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,014 related
    Bonus
    $0 + $36,206 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $6,897 related
    Nontaxable benefits
    $0 + $40,150 related
    Filer's total
    $0 + $356,588 related

  • ANGELA M (CONKLIN) HIGGS

    ANESTHETIST

    Total calculated
    $223,552
    From this org
    $195,366
    From related orgs
    $0
    Other
    $28,186
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $194,746
    Bonus
    $500
    Other
    $120
    Deferred
    $5,682
    Nontaxable benefits
    $22,504
    Filer's total
    $223,552

  • FRANKLIN R FRAZIER

    ANESTHETIST

    Total calculated
    $202,474
    From this org
    $193,666
    From related orgs
    $0
    Other
    $8,808
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $192,986
    Bonus
    $500
    Other
    $180
    Deferred
    $6,542
    Nontaxable benefits
    $2,266
    Filer's total
    $202,474

  • Jerome B Sneed MD

    Physician

    Total calculated
    $382,951
    From this org
    $153,754
    From related orgs
    $149,256
    Other
    $79,941
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $144,982 + $139,691 related
    Bonus
    $8,177 + $8,918 related
    Other
    $594 + $648 related
    Deferred
    $5,902 + $6,436 related
    Nontaxable benefits
    $32,337 + $35,265 related
    Filer's total
    $191,993 + $190,957 related

  • JULIE A MAUDLIN

    Nurse Practitioner

    Total calculated
    $268,679
    From this org
    $192,217
    From related orgs
    $12,446
    Other
    $64,016
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $122,592 + $8,234 related
    Bonus
    $65,870 + $3,985 related
    Other
    $3,755 + $227 related
    Deferred
    $5,924 + $358 related
    Nontaxable benefits
    $54,440 + $3,293 related
    Filer's total
    $252,581 + $16,098 related

  • MICHELE RIDGE

    CNO

    Total calculated
    $289,929
    From this org
    $232,520
    From related orgs
    $0
    Other
    $57,409
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $202,532
    Bonus
    $28,080
    Other
    $1,908
    Deferred
    $9,476
    Nontaxable benefits
    $47,933
    Filer's total
    $289,929

  • LARRY R BAILEY

    FORMER Officer

    Total calculated
    $356,265
    From this org
    $0
    From related orgs
    $290,094
    Other
    $66,171
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,745 related
    Bonus
    $0 + $34,785 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $11,825 related
    Nontaxable benefits
    $0 + $54,345 related
    Filer's total
    $0 + $356,264 related

  • PAUL M CALKINS MD

    FORMER KEY EMPLOYEE

    Total calculated
    $634,457
    From this org
    $0
    From related orgs
    $571,987
    Other
    $62,470
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $511,890 related
    Bonus
    $0 + $53,240 related
    Other
    $0 + $6,858 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $49,270 related
    Filer's total
    $0 + $634,457 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
  • 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 PAOLI'S REGIONAL PRESIDENT IS EMPLOYED BY INDIANA UNIVERSITY HEALTH, INC. IU HEALTH, IU HEALTH PAOLI, 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
BRIAN T. SHOCKNEY AND KEVIN GEBKE 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 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: - BRIAN SHOCKNEY: $38,055
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 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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202433179349306453

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

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