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Nonprofiteer
← INDIANA UNIVERSITY HEALTH INC

Form 990 for tax year 2022

Filed by INDIANA UNIVERSITY HEALTH INC.

Totals

Total revenue
$4,969,270,261
Total expenses
$4,664,586,372
Contributions and grants received
$34,574,004
Grants paid
$25,502,967
Program services expenses (Part IX)
$4,426,654,585
Management and general expenses
$237,931,787
Fundraising expenses
$0
Program service expenses (Part III)
$4,426,654,585

Program services were 94.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BISHOP JULIUS C TRIMBLE

    DIRECTOR/VICE-CHAIR

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6 + 1 related

  • DENNIS M MURPHY

    DIRECTOR/PRESIDENT & CEO

    Total calculated
    $4,982,844
    From this org
    $4,034,072
    From related orgs
    $0
    Other
    $948,772
    Hours/week
    60 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,870,984
    Bonus
    $1,536,618
    Other
    $626,470
    Deferred
    $892,932
    Nontaxable benefits
    $55,840
    Filer's total
    $4,982,844

  • J SCOTT DAVISON

    BOARD CHAIR (PART YEAR) / DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • Pamela Whitten

    DIRECTOR/VICE-CHAIR

    Total calculated
    $0
    Hours/week
    6

  • THOMAS V EASTERDAY

    BOARD CHAIR (PART YEAR)/DIRECTOR

    Total calculated
    $46,750
    From this org
    $46,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • Alicia D Monroe MD

    DIRECTOR

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • ANNE NOBLES

    DIRECTOR

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6 + 1 related

  • JAMES A DAVLIN V

    DIRECTOR

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • JAY L HESS MD

    DIRECTOR

    Total calculated
    $43,500
    From this org
    $43,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6 + 6 related

  • Kristin Mays-Corbitt

    DIRECTOR

    Total calculated
    $36,250
    From this org
    $36,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • KYLE L GRAZIER

    DIRECTOR

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • LARRY H STEVENS MD

    DIRECTOR

    Total calculated
    $754,779
    From this org
    $40,500
    From related orgs
    $674,581
    Other
    $39,698
    Hours/week
    6 + 49 related

    Schedule J breakdown matched by us

    Base
    $40,500 + $553,695 related
    Bonus
    $0 + $33,422 related
    Other
    $0 + $87,464 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $27,498 related
    Filer's total
    $40,500 + $714,279 related

  • MAUREEN BISOGNANO

    DIRECTOR

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • Quinn Buckner

    DIRECTOR

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • ROBERT A PALMER

    DIRECTOR

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • ERIN R LEWIS

    SECRETARY/SVP & GEN. COUNSEL

    Total calculated
    $1,189,459
    From this org
    $1,010,980
    From related orgs
    $0
    Other
    $178,479
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $746,258
    Bonus
    $258,801
    Other
    $5,921
    Deferred
    $133,635
    Nontaxable benefits
    $44,844
    Filer's total
    $1,189,459

  • JENNIFER M ALVEY

    TREASURER/SVP & CFO

    Total calculated
    $1,738,076
    From this org
    $1,505,106
    From related orgs
    $0
    Other
    $232,970
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $987,703
    Bonus
    $363,926
    Other
    $153,477
    Deferred
    $177,801
    Nontaxable benefits
    $55,170
    Filer's total
    $1,738,077

  • DAVID A INGRAM MD

    EVP & CME

    Total calculated
    $1,353,669
    From this org
    $0
    From related orgs
    $1,141,215
    Other
    $212,454
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $771,222 related
    Bonus
    $0 + $364,362 related
    Other
    $0 + $5,631 related
    Deferred
    $0 + $185,454 related
    Nontaxable benefits
    $0 + $27,000 related
    Filer's total
    $0 + $1,353,669 related

  • Gil Peri

    President (Riley)

    Total calculated
    $1,190,252
    From this org
    $996,169
    From related orgs
    $0
    Other
    $194,083
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $714,985
    Bonus
    $256,894
    Other
    $24,289
    Deferred
    $136,645
    Nontaxable benefits
    $57,438
    Filer's total
    $1,190,252

  • Jason Gilbert RN

    EVP & CNE

    Total calculated
    $818,955
    From this org
    $655,316
    From related orgs
    $0
    Other
    $163,639
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $445,410
    Bonus
    $181,192
    Other
    $28,714
    Deferred
    $111,952
    Nontaxable benefits
    $51,687
    Filer's total
    $818,955

  • MICHELLE A JANNEY RN

    EVP & COO

    Total calculated
    $2,048,091
    From this org
    $1,999,181
    From related orgs
    $0
    Other
    $48,910
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,093,187
    Bonus
    $647,531
    Other
    $258,463
    Deferred
    $12,200
    Nontaxable benefits
    $36,710
    Filer's total
    $2,048,092

  • RYAN D NAGY MD

    PRESIDENT (AAHC)

    Total calculated
    $1,153,194
    From this org
    $0
    From related orgs
    $989,720
    Other
    $163,474
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $707,614 related
    Bonus
    $0 + $279,668 related
    Other
    $0 + $2,439 related
    Deferred
    $0 + $142,701 related
    Nontaxable benefits
    $0 + $20,773 related
    Filer's total
    $0 + $1,153,194 related

  • BRIAN T SHOCKNEY

    PRESIDENT (SCR)

    Total calculated
    $1,151,849
    From this org
    $966,602
    From related orgs
    $0
    Other
    $185,247
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $623,428
    Bonus
    $317,043
    Other
    $26,131
    Deferred
    $127,403
    Nontaxable benefits
    $57,844
    Filer's total
    $1,151,850

  • JEFFREY C BIRD MD

    PRESIDENT (ECR)

    Total calculated
    $1,043,278
    From this org
    $976,399
    From related orgs
    $0
    Other
    $66,879
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $548,667
    Bonus
    $239,923
    Other
    $187,809
    Deferred
    $12,200
    Nontaxable benefits
    $54,679
    Filer's total
    $1,043,278

  • KENNETH DOUG PUCKETT

    PRESIDENT (ISR)

    Total calculated
    $1,108,568
    From this org
    $932,429
    From related orgs
    $0
    Other
    $176,139
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

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

  • KEVIN R ARMSTRONG

    Chief Mission & Values Officer

    Total calculated
    $1,261,566
    From this org
    $1,201,452
    From related orgs
    $0
    Other
    $60,114
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $410,466
    Bonus
    $233,930
    Other
    $557,055
    Deferred
    $12,200
    Nontaxable benefits
    $47,914
    Filer's total
    $1,261,566

  • RONALD L STIVER

    PRESIDENT (SHS)

    Total calculated
    $1,688,041
    From this org
    $1,488,098
    From related orgs
    $0
    Other
    $199,943
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $711,443
    Bonus
    $384,522
    Other
    $392,133
    Deferred
    $143,603
    Nontaxable benefits
    $56,339
    Filer's total
    $1,688,041

  • JONATHAN E GOTTLIEB MD

    Former Key Employee

    Total calculated
    $153,699
    From this org
    $153,699
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $153,699
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $153,699

  • PAUL M CALKINS MD

    FORMER KEY EMPLOYEE

    Total calculated
    $610,952
    From this org
    $550,676
    From related orgs
    $0
    Other
    $60,276
    Hours/week
    25 + 30 related

    Schedule J breakdown matched by us

    Base
    $471,446
    Bonus
    $42,413
    Other
    $36,818
    Deferred
    $12,200
    Nontaxable benefits
    $48,076
    Filer's total
    $610,952

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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 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 1a Tax indemnification and gross-up payments
Tax gross ups were provided to one director/officer, two highest compensated employees, and one former key employee listed on IU Health's Form 990. The tax gross ups were treated as taxable compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Dennis M. Murphy, Michelle A. Janney, R.N., Ronald L. Stiver, Jennifer M. Alvey, Kevin R. Armstrong, Ryan D. Nagy, M.D., Erin R. Lewis, David A. Ingram, M.D., Jason Gilbert, R.N., Brian T. Shockney, Gil Peri, Doug Puckett and Jeffrey C. Bird, M.D., 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, with the exception of Michelle A. Janney, R.N., Kevin R. Armstrong, and Jeffrey C. Bird, M.D., 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 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: - Dennis M. Murphy ($592,283) - Michelle A. Janney, R.N. ($211,326) - Jennifer M. Alvey ($129,626) - Ronald L. Stiver ($370,168) - Kevin R. Armstrong ($495,046) - Doug Puckett ($60,038) - Jeffrey C. Bird ($147,927) Dennis M. Murphy has a retention agreement which was signed in 2019. The anticipated vesting and payout date of the retention bonus is 1/1/25.
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 COMMITTEE ON Talent Management and Executive 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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202343199349301824

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

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