Form 990 for tax year 2024
Filed by INDIANA UNIVERSITY HEALTH PLANS NFP INC.
Totals
- Total revenue
- $250,993,892
- Total expenses
- $223,021,023
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $215,879,539
- Management and general expenses
- $7,141,484
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $215,879,539
Program services were 96.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
RONALD L STIVER
DIRECTOR/Chair
- Total calculated
- $1,740,650
- From this org
- $0
- From related orgs
- $1,526,456
- Other
- $214,194
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $767,600 related
- Bonus
- $0 + $378,209 related
- Other
- $0 + $380,647 related
- Deferred
- $0 + $150,495 related
- Nontaxable benefits
- $0 + $63,699 related
- Filer's total
- $0 + $1,740,650 related
-
STEPHANIE L MOTTER
DIRECTOR/PRESIDENT
- Total calculated
- $1,163,079
- From this org
- $0
- From related orgs
- $991,158
- Other
- $171,921
- Hours/week
- 25 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $637,841 related
- Bonus
- $0 + $350,878 related
- Other
- $0 + $2,439 related
- Deferred
- $0 + $129,630 related
- Nontaxable benefits
- $0 + $42,291 related
- Filer's total
- $0 + $1,163,079 related
-
ARTHUR VASQUEZ
DIRECTOR
- Total calculated
- $1,018,917
- From this org
- $0
- From related orgs
- $848,653
- Other
- $170,264
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $591,884 related
- Bonus
- $0 + $254,900 related
- Other
- $0 + $1,869 related
- Deferred
- $0 + $116,832 related
- Nontaxable benefits
- $0 + $53,432 related
- Filer's total
- $0 + $1,018,917 related
-
DAVID BURTON
DIRECTOR
- Total calculated
- $568,693
- From this org
- $0
- From related orgs
- $489,922
- Other
- $78,771
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $427,551 related
- Bonus
- $0 + $61,129 related
- Other
- $0 + $1,242 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $64,971 related
- Filer's total
- $0 + $568,693 related
-
GREGORY C KIRAY MD
DIRECTOR
- Total calculated
- $1,138,600
- From this org
- $0
- From related orgs
- $986,385
- Other
- $152,215
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $538,115 related
- Bonus
- $0 + $321,599 related
- Other
- $0 + $126,671 related
- Deferred
- $0 + $121,499 related
- Nontaxable benefits
- $0 + $30,716 related
- Filer's total
- $0 + $1,138,600 related
-
JENNIFER M ALVEY
DIRECTOR
- Total calculated
- $2,092,865
- From this org
- $0
- From related orgs
- $1,820,915
- Other
- $271,950
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $1,155,318 related
- Bonus
- $0 + $501,519 related
- Other
- $0 + $164,078 related
- Deferred
- $0 + $211,251 related
- Nontaxable benefits
- $0 + $60,699 related
- Filer's total
- $0 + $2,092,865 related
-
NICHOLE WILSON
DIRECTOR
- Total calculated
- $476,721
- From this org
- $0
- From related orgs
- $434,037
- Other
- $42,684
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $365,486 related
- Bonus
- $0 + $67,741 related
- Other
- $0 + $810 related
- Deferred
- $0 + $11,499 related
- Nontaxable benefits
- $0 + $31,185 related
- Filer's total
- $0 + $476,721 related
-
DOUGLAS R FAUTH
Secretary
- Total calculated
- $222,993
- From this org
- $0
- From related orgs
- $183,892
- Other
- $39,101
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $167,576 related
- Bonus
- $0 + $14,336 related
- Other
- $0 + $1,980 related
- Deferred
- $0 + $7,454 related
- Nontaxable benefits
- $0 + $31,647 related
- Filer's total
- $0 + $222,993 related
-
SCOTT M BLACK
TREASURER
- Total calculated
- $545,963
- From this org
- $0
- From related orgs
- $469,536
- Other
- $76,427
- Hours/week
- 2 + 51 related
Schedule J breakdown matched by us
- Base
- $0 + $390,711 related
- Bonus
- $0 + $75,261 related
- Other
- $0 + $3,564 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $62,627 related
- Filer's total
- $0 + $545,963 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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 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 PLAN NFP'S PRESIDENT WAS EMPLOYED BY RELATED PARTY AND PARENT ORGANIZATION, IU HEALTH, INC. IU HEALTH'S PROCESS FOR DETERMINING COMPENSATION INCLUDES THE USE OF A COMPENSATION SURVEY/STUDY CONDUCTED BY AN INDEPENDENT COMPENSATION CONSULTANT WITH REVIEW AND APPROVAL BY THE TALENT MANAGEMENT AND EXECUTIVE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS. PLEASE SEE SCHEDULE O FOR ADDITIONAL DETAILS.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- JENNIFER M. ALVEY, RONALD L. STIVER, GREGORY C. KIRAY, M.D., STEPHANIE L. MOTTER, AND ARTHUR VASQUEZ PARTICIPATE 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 HAS 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 EXECUTIVES HAVE AN AMOUNT INCLUDED IN COLUMN B (III), OTHER REPORTABLE COMPENSATION, REPRESENTING THE CURRENT YEAR VESTED AMOUNTS RECEIVED UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: - JENNIFER M. ALVEY: $158,657 - RON STIVER: $377,296 - GREGORY KIRAY: $111,464
- 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.
-
INDIANA HEALTH INFO EXCHANGE INC
501(c)(3) · HEALTHCARE · IN
Directly controlled by NA
-
501(c)(3) · HEALTHCARE · IN
Directly controlled by NA
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
IU HEALTH BALL MEMORIAL HOSPITAL INC
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
IU HEALTH BALL MEMORIAL PHYSICIANS INC
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUHBMH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
IU HEALTH BLACKFORD HOSPITAL INC
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUHBMH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
IU HEALTH WHITE MEMORIAL HOSPITAL INC
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
IU MEDICAL GROUP FOUNDATION INC
501(c)(3) · FUNDRAISING · IN
Directly controlled by NA
-
INDIANA UNIVERSITY HEALTH FOUNDATION INC
501(c)(3) · FUNDRAISING · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN
Directly controlled by NA
-
501(c)(3) · FUNDRAISING · IN
Directly controlled by NA
-
UNIVERSITY FAMILY PHYSICIANS INC
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUHCA
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · Economic Development · IN
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202533179349308503
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