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Nonprofiteer
← INDIANA UNIVERSITY HEALTH ARNETT INC

Form 990 for tax year 2023

Filed by INDIANA UNIVERSITY HEALTH ARNETT INC.

Totals

Total revenue
$641,512,534
Total expenses
$622,302,384
Contributions and grants received
$889,257
Grants paid
$453,552
Program service revenue
$634,874,693
Investment income
$4,946,613
Other revenue
$801,971
Total assets, end of year
$378,909,781
Total liabilities, end of year
$62,757,180
Net assets or fund balances, end of year
$316,152,601
Program services expenses (Part IX)
$596,632,753
Management and general expenses
$25,669,631
Fundraising expenses
$0
Program service expenses (Part III)
$596,632,753

Program services were 95.9% 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
    $804,572
    From related orgs
    $0
    Other
    $78,474
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

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

  • 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
    $703,508
    From related orgs
    $0
    Other
    $74,353
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

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

  • MICHELE S SAYSANA MD

    DIRECTOR

    Total calculated
    $608,071
    From this org
    $0
    From related orgs
    $578,808
    Other
    $29,263
    Hours/week
    51 + 4 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
    $869,811
    From related orgs
    $0
    Other
    $67,389
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

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

  • 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
    $169,140
    From related orgs
    $0
    Other
    $27,951
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

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

  • ARTHUR VASQUEZ

    PRESIDENT (WCR)

    Total calculated
    $897,813
    From this org
    $0
    From related orgs
    $742,860
    Other
    $154,953
    Hours/week
    33 + 22 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
    35 + 20 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
    35 + 20 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
    $565,399
    From related orgs
    $0
    Other
    $68,153
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

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

  • JEFFREY C ZEH

    COO (Part Year) (WCR)

    Total calculated
    $525,750
    From this org
    $484,867
    From related orgs
    $0
    Other
    $40,883
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

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

  • KISHAN PATEL MD

    VP-Chief Physician Executive (WCR)

    Total calculated
    $521,276
    From this org
    $453,323
    From related orgs
    $0
    Other
    $67,953
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

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

  • 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
    35 + 20 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
    $324,171
    From related orgs
    $0
    Other
    $49,858
    Hours/week
    35 + 30 related

    Schedule J breakdown matched by us

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

  • JOSEPH E HUBBARD MD

    PHY. DEPT. CHAIR

    Total calculated
    $1,199,164
    From this org
    $1,131,892
    From related orgs
    $0
    Other
    $67,272
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $702,991
    Bonus
    $428,091
    Other
    $810
    Deferred
    $13,200
    Nontaxable benefits
    $54,072
    Filer's total
    $1,199,163

  • Joshua A Nepute MD

    Physician

    Total calculated
    $941,556
    From this org
    $871,450
    From related orgs
    $0
    Other
    $70,106
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $465,580
    Bonus
    $71,120
    Other
    $334,750
    Deferred
    $13,200
    Nontaxable benefits
    $56,906
    Filer's total
    $941,557

  • Mark C Arvin MD

    Physician

    Total calculated
    $866,080
    From this org
    $795,224
    From related orgs
    $0
    Other
    $70,856
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $458,130
    Bonus
    $1,020
    Other
    $336,074
    Deferred
    $13,200
    Nontaxable benefits
    $57,656
    Filer's total
    $866,080

  • Matthew Orton MD

    Medical Director

    Total calculated
    $906,487
    From this org
    $836,205
    From related orgs
    $0
    Other
    $70,282
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $497,605
    Bonus
    $338,060
    Other
    $540
    Deferred
    $13,200
    Nontaxable benefits
    $57,082
    Filer's total
    $906,487

  • STANTON M REGAN MD

    PHYSICIAN

    Total calculated
    $1,216,327
    From this org
    $1,148,799
    From related orgs
    $0
    Other
    $67,528
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $800,419
    Bonus
    $347,840
    Other
    $540
    Deferred
    $9,043
    Nontaxable benefits
    $58,485
    Filer's total
    $1,216,326

  • 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 KEY EMPLOYEE

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

    Schedule J breakdown matched by us

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

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 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 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 COMMITTEE ON PERSONNEL AND COMPENSATION 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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ARNETT CLINIC LLC

    HEALTHCARE · IN · income -$96,865,577 · assets -$157,813,003

    Directly controlled by IUHA

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
202413179349305991

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