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Nonprofiteer
← INDIANA UNIVERSITY HEALTH TIPTON HOSPITAL INC

Form 990 for tax year 2022

Filed by INDIANA UNIVERSITY HEALTH TIPTON HOSPITAL INC.

Totals

Total revenue
$51,535,965
Total expenses
$46,977,300
Contributions and grants received
$299,368
Grants paid
$1,707
Program services expenses (Part IX)
$45,264,975
Management and general expenses
$1,712,325
Fundraising expenses
$0
Program service expenses (Part III)
$45,264,975

Program services were 96.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LINDA G JOINES

    DIRECTOR / SECRETARY

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    1

  • STEVEN A WERTZ

    DIRECTOR / CHAIR

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    1

  • BEN B HOBBS

    DIRECTOR

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    1

  • DAVID L VORIS

    DIRECTOR

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    1

  • DESTRY W LAMBERT MD

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    1

  • Michael E Harper MD

    DIRECTOR (PART YEAR)

    Total calculated
    $3,000
    From this org
    $0
    From related orgs
    $3,000
    Other
    $0
    Hours/week
    1

  • TAMERA N BROWN

    DIRECTOR

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    1

  • CARA L BREIDSTER

    REGIONAL CFO (ISR)

    Total calculated
    $404,782
    From this org
    $0
    From related orgs
    $338,130
    Other
    $66,652
    Hours/week
    10 + 45 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

  • KENNETH DOUG PUCKETT

    REGIONAL PRESIDENT (ISR)

    Total calculated
    $1,108,568
    From this org
    $0
    From related orgs
    $932,429
    Other
    $176,139
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $578,318 related
    Bonus
    $0 + $252,437 related
    Other
    $0 + $101,674 related
    Deferred
    $0 + $121,102 related
    Nontaxable benefits
    $0 + $55,037 related
    Filer's total
    $0 + $1,108,568 related

  • MICHAEL L HARLOWE

    PRESIDENT (PART YEAR)

    Total calculated
    $577,042
    From this org
    $322,619
    From related orgs
    $0
    Other
    $254,423
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $244,340
    Bonus
    $26,759
    Other
    $51,520
    Deferred
    $227,865
    Nontaxable benefits
    $26,558
    Filer's total
    $577,042

  • ATHANASIA SOULA BANICH

    VP, Regional COO (ISR)

    Total calculated
    $345,628
    From this org
    $0
    From related orgs
    $295,551
    Other
    $50,077
    Hours/week
    15 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,165 related
    Bonus
    $0 + $25,831 related
    Other
    $0 + $1,556 related
    Deferred
    $0 + $10,024 related
    Nontaxable benefits
    $0 + $40,053 related
    Filer's total
    $0 + $345,629 related

  • CARRIE WING

    VP-CNO (ISR) (Part Year)

    Total calculated
    $212,362
    From this org
    $0
    From related orgs
    $201,000
    Other
    $11,362
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $121,000 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $50,000 related
    Deferred
    $0 + $4,062 related
    Nontaxable benefits
    $0 + $7,301 related
    Filer's total
    $0 + $212,362 related

  • LISA A SPARKS

    REGIONAL CNO (ISR) (Part Year)

    Total calculated
    $339,605
    From this org
    $0
    From related orgs
    $281,144
    Other
    $58,461
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,938 related
    Bonus
    $0 + $24,884 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $11,604 related
    Nontaxable benefits
    $0 + $46,858 related
    Filer's total
    $0 + $339,605 related

  • TAMARAH D BROWNLEE

    REGIONAL VP-HR (ISR)

    Total calculated
    $270,934
    From this org
    $0
    From related orgs
    $215,065
    Other
    $55,869
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,301 related
    Bonus
    $0 + $19,135 related
    Other
    $0 + $4,629 related
    Deferred
    $0 + $9,211 related
    Nontaxable benefits
    $0 + $46,658 related
    Filer's total
    $0 + $270,934 related

  • ANGELA K MORGAN

    MANAGER - PHARMACY DEPT.

    Total calculated
    $215,806
    From this org
    $159,518
    From related orgs
    $0
    Other
    $56,288
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $149,374
    Bonus
    $4,770
    Other
    $5,373
    Deferred
    $6,831
    Nontaxable benefits
    $49,456
    Filer's total
    $215,805

  • CHRISTINE MARVIN

    CLINICAL NURSE

    Total calculated
    $196,545
    From this org
    $158,446
    From related orgs
    $0
    Other
    $38,099
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $114,205
    Bonus
    $31,636
    Other
    $12,605
    Deferred
    $6,550
    Nontaxable benefits
    $31,549
    Filer's total
    $196,545

  • MELISSA J BAXTER-STANDRIDGE

    Clinical Nurse-Shift Coordinator

    Total calculated
    $213,728
    From this org
    $194,348
    From related orgs
    $0
    Other
    $19,380
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $154,108
    Bonus
    $35,287
    Other
    $4,953
    Deferred
    $7,805
    Nontaxable benefits
    $11,576
    Filer's total
    $213,728

  • PAMELA RILEY

    CLINICAL NURSE

    Total calculated
    $219,380
    From this org
    $186,094
    From related orgs
    $0
    Other
    $33,286
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $117,168
    Bonus
    $68,785
    Other
    $141
    Deferred
    $6,077
    Nontaxable benefits
    $27,209
    Filer's total
    $219,380

  • SANDRA MOSBAUGH

    CLINICAL NURSE

    Total calculated
    $238,050
    From this org
    $193,555
    From related orgs
    $7,095
    Other
    $37,400
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $139,992 + $5,129 related
    Bonus
    $53,435 + $1,961 related
    Other
    $128 + $5 related
    Deferred
    $7,898 + $290 related
    Nontaxable benefits
    $28,178 + $1,034 related
    Filer's total
    $229,631 + $8,419 related

  • ARTHUR VASQUEZ

    FORMER KEY EMPLOYEE

    Total calculated
    $714,787
    From this org
    $0
    From related orgs
    $592,106
    Other
    $122,681
    Hours/week
    0 + 55 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

  • MELISSA R HICKS

    Former Highest Compensated Employee

    Total calculated
    $288,003
    From this org
    $0
    From related orgs
    $258,373
    Other
    $29,630
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,427 related
    Bonus
    $0 + $22,482 related
    Other
    $0 + $464 related
    Deferred
    $0 + $10,484 related
    Nontaxable benefits
    $0 + $19,146 related
    Filer's total
    $0 + $288,003 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

  • 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 TIPTON HOSPITAL'S REGIONAL PRESIDENT IS EMPLOYED BY IU HEALTH. IU HEALTH, IU HEALTH NORTH, IU HEALTH TIPTON, 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
MICHAEL HARLOWE ENTERED INTO A SEVERANCE AGREEMENT WITH IU HEALTH DURING 2022. SEVERANCE OF $49,466 THAT WAS RECEIVED DURING 2022 IS INCLUDED IN COLUMN B(III), OTHER REPORTABLE COMPENSATION. DEFERRED SEVERANCE OF $ 227,865 IS INCLUDED IN COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
KENNETH D. PUCKETT AND ARTHUR VASQUEZ PARTICIPATED IN AN IU HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN THESE CRITICAL EMPLOYEES. THE PLAN PROVIDES FOR AN ADDITIONAL RETIREMENT BENEFIT FOR SERVICES THROUGH NORMAL RETIREMENT OR OTHER KEY DATES. IF THIS EXECUTIVE LEAVES PRIOR TO RETIREMENT OR OTHER KEY DATES, THAT BENEFIT MAY BE FORFITED 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 RETIREMENT PLAN. THESE AMOUNTS WERE NOT PAID TO THESE 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: - KENNETH D. PUCKETT ($60,038)
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

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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202343189349316484

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

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