Skip to content
Nonprofiteer
← INDIANA UNIVERSITY HEALTH FRANKFORT INC

Form 990 for tax year 2023

Filed by INDIANA UNIVERSITY HEALTH FRANKFORT INC.

Totals

Total revenue
$28,230,863
Total expenses
$32,364,224
Contributions and grants received
$1,192
Grants paid
$4,500
Program services expenses (Part IX)
$30,979,565
Management and general expenses
$1,384,659
Fundraising expenses
$0
Program service expenses (Part III)
$30,979,565

Program services were 95.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • GARY D HENRIOTT

    DIRECTOR/CHAIR

    Total calculated
    $7,500
    From this org
    $0
    From related orgs
    $7,500
    Other
    $0
    Hours/week
    2 + 5 related

  • AMANDA WHITLOCK

    DIRECTOR

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

  • Ben Harpenau

    Director (Part Year)

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

  • ERIKA UGIANSKIS MD

    DIRECTOR

    Total calculated
    $883,046
    From this org
    $0
    From related orgs
    $804,572
    Other
    $78,474
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $520,200 related
    Bonus
    $0 + $1,540 related
    Other
    $0 + $282,832 related
    Deferred
    $0 + $13,487 related
    Nontaxable benefits
    $0 + $64,987 related
    Filer's total
    $0 + $883,046 related

  • JESSE MOORE

    DIRECTOR

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

  • Johnny Park

    Director (Part Year)

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    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
    $777,861
    From this org
    $0
    From related orgs
    $703,508
    Other
    $74,353
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $657,722 related
    Bonus
    $0 + $39,422 related
    Other
    $0 + $6,364 related
    Deferred
    $0 + $9,369 related
    Nontaxable benefits
    $0 + $64,985 related
    Filer's total
    $0 + $777,861 related

  • MICHELE S SAYSANA MD

    DIRECTOR

    Total calculated
    $608,071
    From this org
    $0
    From related orgs
    $578,808
    Other
    $29,263
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $517,830 related
    Bonus
    $0 + $59,736 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $6,373 related
    Nontaxable benefits
    $0 + $22,890 related
    Filer's total
    $0 + $608,071 related

  • RANDALL R MITCHELL

    DIRECTOR (Part Year)

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

  • RANDY W PRICE

    DIRECTOR (Part Year)

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

  • REV KATE L WALKER

    DIRECTOR (Part Year)

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

  • RUBAN NIRMALAN MD

    DIRECTOR

    Total calculated
    $937,200
    From this org
    $0
    From related orgs
    $869,811
    Other
    $67,389
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,330 related
    Bonus
    $0 + $449,672 related
    Other
    $0 + $810 related
    Deferred
    $0 + $12,409 related
    Nontaxable benefits
    $0 + $54,980 related
    Filer's total
    $0 + $937,200 related

  • SHAN SHERIDAN

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    2 + 4 related

  • UMESH PATEL

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    2 + 4 related

  • WILLIAM Y LI MD

    DIRECTOR

    Total calculated
    $197,091
    From this org
    $0
    From related orgs
    $169,140
    Other
    $27,951
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,318 related
    Bonus
    $0 + $11,500 related
    Other
    $0 + $4,322 related
    Deferred
    $0 + $6,835 related
    Nontaxable benefits
    $0 + $21,116 related
    Filer's total
    $0 + $197,090 related

  • ARTHUR VASQUEZ

    PRESIDENT (WCR)

    Total calculated
    $897,813
    From this org
    $0
    From related orgs
    $742,860
    Other
    $154,953
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,742 related
    Bonus
    $0 + $186,249 related
    Other
    $0 + $1,869 related
    Deferred
    $0 + $110,400 related
    Nontaxable benefits
    $0 + $44,553 related
    Filer's total
    $0 + $897,813 related

  • PHILIP LIST

    SECRETARY (WCR)

    Total calculated
    $270,847
    From this org
    $0
    From related orgs
    $223,505
    Other
    $47,342
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,758 related
    Bonus
    $0 + $14,973 related
    Other
    $0 + $3,774 related
    Deferred
    $0 + $9,193 related
    Nontaxable benefits
    $0 + $38,150 related
    Filer's total
    $0 + $270,848 related

  • TODD A WILLIAMS

    CFO/TREASURER (WCR)

    Total calculated
    $431,825
    From this org
    $0
    From related orgs
    $365,618
    Other
    $66,207
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,667 related
    Bonus
    $0 + $52,629 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $53,007 related
    Filer's total
    $0 + $431,826 related

  • CHRISTOPHER A MANSFIELD MD

    CMO / COO (Part Year) (WCR)

    Total calculated
    $633,552
    From this org
    $0
    From related orgs
    $565,399
    Other
    $68,153
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $481,422 related
    Bonus
    $0 + $83,168 related
    Other
    $0 + $810 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $54,953 related
    Filer's total
    $0 + $633,553 related

  • JEFFREY C ZEH

    COO (Part Year) (WCR)

    Total calculated
    $525,750
    From this org
    $0
    From related orgs
    $484,867
    Other
    $40,883
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,217 related
    Bonus
    $0 + $44,753 related
    Other
    $0 + $171,897 related
    Deferred
    $0 + $12,526 related
    Nontaxable benefits
    $0 + $28,357 related
    Filer's total
    $0 + $525,750 related

  • KISHAN PATEL MD

    VP-Chief Physician Executive (WCR)

    Total calculated
    $521,276
    From this org
    $0
    From related orgs
    $453,323
    Other
    $67,953
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,968 related
    Bonus
    $0 + $53,545 related
    Other
    $0 + $810 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $54,753 related
    Filer's total
    $0 + $521,276 related

  • KOREEN C KYHNELL

    VP - HUMAN RESOURCES (WCR)

    Total calculated
    $317,083
    From this org
    $0
    From related orgs
    $248,166
    Other
    $68,917
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,757 related
    Bonus
    $0 + $30,211 related
    Other
    $0 + $3,198 related
    Deferred
    $0 + $8,010 related
    Nontaxable benefits
    $0 + $60,907 related
    Filer's total
    $0 + $317,083 related

  • ROXANNE WICKLUND

    CNO (WCR)

    Total calculated
    $374,029
    From this org
    $0
    From related orgs
    $324,171
    Other
    $49,858
    Hours/week
    10 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,215 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $3,957 related
    Deferred
    $0 + $12,998 related
    Nontaxable benefits
    $0 + $36,860 related
    Filer's total
    $0 + $374,029 related

  • AMANDA JAKES

    PHARMACIST

    Total calculated
    $169,927
    From this org
    $134,557
    From related orgs
    $0
    Other
    $35,370
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $126,656
    Bonus
    $7,804
    Other
    $96
    Deferred
    $5,994
    Nontaxable benefits
    $29,376
    Filer's total
    $169,927

  • Brett R Broviak

    Manager - Respiratory Care Services

    Total calculated
    $169,966
    From this org
    $129,429
    From related orgs
    $0
    Other
    $40,537
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $116,425
    Bonus
    $8,541
    Other
    $4,463
    Deferred
    $5,309
    Nontaxable benefits
    $35,227
    Filer's total
    $169,965

  • MARY E MINIER

    COO (Frankfort and White)

    Total calculated
    $312,438
    From this org
    $0
    From related orgs
    $264,098
    Other
    $48,340
    Hours/week
    20 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,474 related
    Bonus
    $0 + $34,529 related
    Other
    $0 + $6,094 related
    Deferred
    $0 + $8,572 related
    Nontaxable benefits
    $0 + $39,768 related
    Filer's total
    $0 + $312,438 related

  • Rachel L Schlene

    Supervisor - House

    Total calculated
    $162,292
    From this org
    $119,685
    From related orgs
    $7,422
    Other
    $35,185
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $111,844 + $6,957 related
    Bonus
    $5,239 + $311 related
    Other
    $2,602 + $154 related
    Deferred
    $4,963 + $294 related
    Nontaxable benefits
    $28,253 + $1,675 related
    Filer's total
    $152,901 + $9,391 related

  • RENEA SMITH

    CNO (Frankfort and White)

    Total calculated
    $186,720
    From this org
    $0
    From related orgs
    $175,448
    Other
    $11,272
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,272 related
    Bonus
    $0 + $26,724 related
    Other
    $0 + $451 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,272 related
    Filer's total
    $0 + $186,720 related

  • CARA L BREIDSTER

    FORMER OFFICER

    Total calculated
    $403,690
    From this org
    $0
    From related orgs
    $339,481
    Other
    $64,209
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,825 related
    Bonus
    $0 + $27,333 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $12,229 related
    Nontaxable benefits
    $0 + $51,980 related
    Filer's total
    $0 + $403,690 related

  • DEREK E EMPIE

    FORMER OFFICER

    Total calculated
    $397,581
    From this org
    $0
    From related orgs
    $335,206
    Other
    $62,375
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,110 related
    Bonus
    $0 + $31,854 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $49,175 related
    Filer's total
    $0 + $397,581 related

  • JAMES H PARSONS

    FORMER HIGHEST COMPENSATED EMPLOYEE

    Total calculated
    $235,434
    From this org
    $0
    From related orgs
    $184,526
    Other
    $50,908
    Hours/week
    10 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,256 related
    Bonus
    $0 + $21,819 related
    Other
    $0 + $450 related
    Deferred
    $0 + $7,672 related
    Nontaxable benefits
    $0 + $43,235 related
    Filer's total
    $0 + $235,434 related

  • KRISTIN POST

    Former Officer

    Total calculated
    $237,104
    From this org
    $0
    From related orgs
    $198,113
    Other
    $38,991
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,153 related
    Bonus
    $0 + $28,645 related
    Other
    $0 + $315 related
    Deferred
    $0 + $6,949 related
    Nontaxable benefits
    $0 + $32,041 related
    Filer's total
    $0 + $237,104 related

  • LAWRENCE STAUFFER

    FORMER Highest Compensated Employee

    Total calculated
    $236,995
    From this org
    $0
    From related orgs
    $187,915
    Other
    $49,080
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $162,501 related
    Bonus
    $0 + $19,443 related
    Other
    $0 + $5,971 related
    Deferred
    $0 + $7,665 related
    Nontaxable benefits
    $0 + $41,415 related
    Filer's total
    $0 + $236,995 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 FRANKFORT'S REGIONAL PRESIDENT IS EMPLOYED BY IU HEALTH, INC. IU HEALTH, INC., IU HEALTH FRANKFORT, 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 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. 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.
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 TALENT MANAGEMENT AND EXECUTIVE COMPENSATION COMMITTEE 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

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
202413179349306511

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

The source document this was parsed from is served over the API, which is where bulk and document access live.