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Nonprofiteer
← INDIANA UNIVERSITY HEALTH BEDFORD INC

Form 990 for tax year 2024

Filed by INDIANA UNIVERSITY HEALTH BEDFORD INC.

Totals

Total revenue
$112,122,163
Total expenses
$90,286,346
Contributions and grants received
$357,729
Grants paid
$0
Program service revenue
$104,213,949
Investment income
$7,442,520
Other revenue
$107,965
Total assets, end of year
$186,628,481
Total liabilities, end of year
$7,070,180
Net assets or fund balances, end of year
$179,558,301
Program services expenses (Part IX)
$86,817,617
Management and general expenses
$3,468,729
Fundraising expenses
$0
Program service expenses (Part III)
$86,817,617

Program services were 96.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $86,476

  • 1e · Government grants (contributions)

    $271,253

  • 2a · Program service revenue: Net Patient Service Revenue

    total $103,264,426 · related or exempt $103,264,426

  • 2b · Program service revenue: Shared Services

    total $121,396 · related or exempt $121,396

  • 2c · Program service revenue: Rent from Related 501(c)(3) Orgs.

    total $828,127 · related or exempt $828,127

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $7,332,751 · excluded $7,332,751

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $1,321,861 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $1,152,915 · other assets $59,177

  • 7c · Gain or loss

    securities $168,946 · other assets -$59,177

  • 7d · Net gain or loss

    total $109,769 · excluded $109,769

  • 11a · Other revenue: All Other Revenue

    total $104,965 · excluded $104,965

  • 11b · Other revenue: Gift Shop

    total $3,000 · excluded $3,000

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $107,965

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $409,485 · program services $395,678 · management and general $13,807

  • 7 · Other salaries and wages

    total $25,393,759 · program services $24,537,502 · management and general $856,257

  • 8 · Pension plan contributions

    total $875,844 · program services $846,311 · management and general $29,533

  • 9 · Other employee benefits

    total $3,419,689 · program services $3,304,380 · management and general $115,309

  • 10 · Payroll taxes

    total $1,698,801 · program services $1,641,519 · management and general $57,282

  • 11d · Fees: lobbying

    total $4,535 · management and general $4,535

  • 11f · Fees: investment management

    total $8,906 · management and general $8,906

  • 11g · Fees: other

    total $24,847,865 · program services $23,179,833 · management and general $1,668,032 · fundraising $0

  • 12 · Advertising and promotion

    total $2,583 · management and general $2,583

  • 13 · Office expenses

    total $194,039 · program services $181,013 · management and general $13,026

  • 14 · Information technology

    total $116,008 · program services $58,004 · management and general $58,004

  • 17 · Travel

    total $28,742 · program services $26,813 · management and general $1,929

  • 22 · Depreciation, depletion and amortization

    total $2,090,615 · program services $1,992,122 · management and general $98,493

  • 23 · Insurance

    total $449,007 · management and general $449,007

  • 24a · Other expenses: DRUGS AND MEDICAL SUPPLIES

    total $21,111,239 · program services $21,111,239

  • 24b · Other expenses: BAD DEBT

    total $1,191,732 · program services $1,191,732

  • 24c · Other expenses: HOSPITAL ASSESSMENT FEE

    total $6,515,345 · program services $6,515,345

  • 24d · Other expenses: Noncapitalized Equipment

    total $1,781,811 · program services $1,696,413 · management and general $85,398

  • 24e · All other expenses

    total $146,341 · program services $139,713 · management and general $6,628 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $139,182,409 · end of year $249,656

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $62,972

  • 4 · Accounts receivable

    beginning of year $10,162,612 · end of year $11,137,045

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $1,842,097 · end of year $2,197,374

  • 9 · Prepaid expenses and deferred charges

    beginning of year $198,445 · end of year $225,977

  • 10a · Land, buildings and equipment: cost or other basis

    $42,217,566

  • 10b · Land, buildings and equipment: accumulated depreciation

    $27,673,135

  • 10c · Land, buildings and equipment, net

    beginning of year $14,388,097 · end of year $14,544,431

  • 11 · Investments: publicly traded securities

    beginning of year $5,638,780 · end of year $6,425,257

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $151,785,769

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,694,717 · end of year $3,371,534

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $8,712,114 · end of year $3,698,646

  • 27 · Net assets without donor restrictions

    beginning of year $156,929,421 · end of year $179,482,113

  • 28 · Net assets with donor restrictions

    beginning of year $76,188 · end of year $76,188

Mission and programs · 2024

Mission

Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.

  • IU HEALTH BEDFORD HOSPITAL IS A MODERN, JOINT COMMISSION APPROVED RURAL HEALTH CARE FACILITY WHICH OFFERS UP-TO-DATE TECHNOLOGY AND MEDICAL PRACTICES. IT ALSO EMPLOYS A PHYSICIAN GROUP PRACTICE, IU HEALTH SOUTHERN INDIANA PHYSICIANS, WHICH IS A MULTI-SPECIALTY PRACTICE PROVIDING MEDICAL SERVICES IN INTERNAL MEDICINE, FAMILY PRACTICE, GENERAL SURGERY, ORTHOPEDICS, OBSTETRICS AND GYNECOLOGY, AND PEDIATRICS. NURSE PRACTITIONERS IN ADULT AND PEDIATRIC PRIMARY CARE HAVE BEEN ADDED TO EXPAND MEDICAL CARE.

    Expenses $86,026,597 · Revenue $103,264,426

  • RENT FROM RELATED 501(C)(3) ORGS.

    Expenses $689,889 · Revenue $828,127

  • IU HEALTH BEDFORD RECEIVES "SHARED SERVICES" REVENUE BY SHARING/PROVIDING SERVICES WITH INDIANA UNIVERSITY HEALTH, INC. ("IU HEALTH"), INDIANA UNIVERSITY HEALTH Bloomington, INC. ("IU HEALTH Bloomington"), AND INDIANA UNIVERSITY HEALTH PAOLI, INC. ("IU HEALTH PAOLI").

    Expenses $101,131 · Revenue $121,396

As filed on the 2024 return.

Listed in Part VII

  • Denzil Ross MD

    Director/President (SCR) (Part Year)

    Total calculated
    $801,975
    From this org
    $0
    From related orgs
    $660,820
    Other
    $141,155
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,818 related
    Bonus
    $0 + $100,420 related
    Other
    $0 + $136,582 related
    Deferred
    $0 + $91,274 related
    Nontaxable benefits
    $0 + $49,881 related
    Filer's total
    $0 + $801,975 related

  • Jack A Kenworthy

    DIRECTOR/CHAIR

    Total calculated
    $9,000
    From this org
    $0
    From related orgs
    $9,000
    Other
    $0
    Hours/week
    2 + 4 related

  • John Sparzo MD

    Director/President (Part Year)/CMO (SCR) (Part Year)

    Total calculated
    $584,994
    From this org
    $0
    From related orgs
    $521,174
    Other
    $63,820
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $426,785 related
    Bonus
    $0 + $92,067 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $14,503 related
    Nontaxable benefits
    $0 + $49,317 related
    Filer's total
    $0 + $584,994 related

  • Joyce B Poling

    DIRECTOR/SECRETARY

    Total calculated
    $8,000
    From this org
    $0
    From related orgs
    $8,000
    Other
    $0
    Hours/week
    2 + 4 related

  • Julie Minton

    DIRECTOR/Treasurer

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

  • Richard G Hendrickson MD

    DIRECTOR/Vice Chair

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    2 + 6 related

  • Bryan Hoff MD

    DIRECTOR

    Total calculated
    $741,136
    From this org
    $0
    From related orgs
    $658,320
    Other
    $82,816
    Hours/week
    2 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $434,536 related
    Bonus
    $0 + $222,542 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $69,016 related
    Filer's total
    $0 + $741,136 related

  • Corinna Repetto MD

    Director

    Total calculated
    $415,979
    From this org
    $0
    From related orgs
    $335,475
    Other
    $80,504
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $316,022 related
    Bonus
    $0 + $15,889 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $13,057 related
    Nontaxable benefits
    $0 + $67,447 related
    Filer's total
    $0 + $415,979 related

  • Daniel J Peterson

    Director

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Hojjat M Shamloo MD

    DIRECTOR

    Total calculated
    $762,793
    From this org
    $0
    From related orgs
    $696,410
    Other
    $66,383
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $525,904 related
    Bonus
    $0 + $166,942 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $52,583 related
    Filer's total
    $0 + $762,793 related

  • James J Laughlin MD

    DIRECTOR

    Total calculated
    $20,871
    From this org
    $0
    From related orgs
    $20,415
    Other
    $456
    Hours/week
    1 + 54 related

  • Janet F Perry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Kevin B Gebke MD

    DIRECTOR

    Total calculated
    $1,122,638
    From this org
    $0
    From related orgs
    $971,536
    Other
    $151,102
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $643,514 related
    Bonus
    $0 + $322,391 related
    Other
    $0 + $5,631 related
    Deferred
    $0 + $120,600 related
    Nontaxable benefits
    $0 + $30,502 related
    Filer's total
    $0 + $1,122,638 related

  • Lynn H Coyne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Mohan Shenoy MD

    Director

    Total calculated
    $838,650
    From this org
    $0
    From related orgs
    $773,403
    Other
    $65,247
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $595,853 related
    Bonus
    $0 + $176,740 related
    Other
    $0 + $810 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $51,447 related
    Filer's total
    $0 + $838,650 related

  • Vanessa McClary

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Michael L Craig

    VP & CFO (SCR)

    Total calculated
    $441,678
    From this org
    $0
    From related orgs
    $375,821
    Other
    $65,857
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $329,178 related
    Bonus
    $0 + $43,079 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $13,500 related
    Nontaxable benefits
    $0 + $52,357 related
    Filer's total
    $0 + $441,678 related

  • Alan W Biggs

    VP & COO (SCR) (PART YEAR)

    Total calculated
    $253,053
    From this org
    $0
    From related orgs
    $243,099
    Other
    $9,954
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $57,808 related
    Bonus
    $0 + $40,090 related
    Other
    $0 + $145,201 related
    Deferred
    $0 + $3,936 related
    Nontaxable benefits
    $0 + $6,018 related
    Filer's total
    $0 + $253,053 related

  • Brechin Newby MD

    Chief Physician Executive (SCR)

    Total calculated
    $484,327
    From this org
    $0
    From related orgs
    $457,578
    Other
    $26,749
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $418,210 related
    Bonus
    $0 + $38,558 related
    Other
    $0 + $810 related
    Deferred
    $0 + $13,046 related
    Nontaxable benefits
    $0 + $13,703 related
    Filer's total
    $0 + $484,327 related

  • Bruce R Wade

    VP - HUMAN RESOURCES (SCR)

    Total calculated
    $323,737
    From this org
    $0
    From related orgs
    $253,974
    Other
    $69,763
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,436 related
    Bonus
    $0 + $35,292 related
    Other
    $0 + $3,246 related
    Deferred
    $0 + $10,210 related
    Nontaxable benefits
    $0 + $59,553 related
    Filer's total
    $0 + $323,737 related

  • Cynthia R Herrington

    VP & CNO (SCR)

    Total calculated
    $394,907
    From this org
    $0
    From related orgs
    $343,081
    Other
    $51,826
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,921 related
    Bonus
    $0 + $66,838 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $7,107 related
    Nontaxable benefits
    $0 + $44,719 related
    Filer's total
    $0 + $394,907 related

  • Derek B Fields

    VP - Prof Services (SCR) (Part Year)

    Total calculated
    $292,791
    From this org
    $0
    From related orgs
    $259,467
    Other
    $33,324
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,205 related
    Bonus
    $0 + $46,636 related
    Other
    $0 + $12,626 related
    Deferred
    $0 + $10,548 related
    Nontaxable benefits
    $0 + $22,776 related
    Filer's total
    $0 + $292,791 related

  • Larry R Bailey

    COO (SCR) (PART YEAR)

    Total calculated
    $367,355
    From this org
    $299,844
    From related orgs
    $0
    Other
    $67,511
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $257,714
    Bonus
    $38,566
    Other
    $3,564
    Deferred
    $12,219
    Nontaxable benefits
    $55,292
    Filer's total
    $367,355

  • Alan F Smith MD

    CHIEF OF STAFF/PATHOLOGIST

    Total calculated
    $382,973
    From this org
    $323,360
    From related orgs
    $0
    Other
    $59,613
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $312,236
    Bonus
    $0
    Other
    $11,124
    Deferred
    $12,753
    Nontaxable benefits
    $46,860
    Filer's total
    $382,973

  • Amy A Little

    VP & CNO

    Total calculated
    $216,024
    From this org
    $201,796
    From related orgs
    $0
    Other
    $14,228
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $176,259
    Bonus
    $24,702
    Other
    $835
    Deferred
    $8,038
    Nontaxable benefits
    $6,190
    Filer's total
    $216,024

  • Jamie L Russell

    CLINICAL NURSE

    Total calculated
    $181,354
    From this org
    $156,094
    From related orgs
    $0
    Other
    $25,260
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $135,996
    Bonus
    $20,030
    Other
    $68
    Deferred
    $2,791
    Nontaxable benefits
    $22,469
    Filer's total
    $181,354

  • Julie Graber

    CLINICAL NURSE

    Total calculated
    $237,582
    From this org
    $188,805
    From related orgs
    $0
    Other
    $48,777
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $158,543
    Bonus
    $22,961
    Other
    $7,301
    Deferred
    $7,764
    Nontaxable benefits
    $41,013
    Filer's total
    $237,582

  • Tamara Killian

    CLINICAL NURSE

    Total calculated
    $187,575
    From this org
    $155,802
    From related orgs
    $0
    Other
    $31,773
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $128,036
    Bonus
    $18,418
    Other
    $9,348
    Deferred
    $6,346
    Nontaxable benefits
    $25,427
    Filer's total
    $187,575

  • Brian T Shockney

    FORMER OFFICER

    Total calculated
    $1,556,074
    From this org
    $0
    From related orgs
    $1,330,269
    Other
    $225,805
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $858,567 related
    Bonus
    $0 + $378,478 related
    Other
    $0 + $93,224 related
    Deferred
    $0 + $163,560 related
    Nontaxable benefits
    $0 + $62,245 related
    Filer's total
    $0 + $1,556,074 related

  • Paul M Calkins MD

    FORMER KEY EMPLOYEE

    Total calculated
    $408,179
    From this org
    $0
    From related orgs
    $355,971
    Other
    $52,208
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,784 related
    Bonus
    $0 + $75,758 related
    Other
    $0 + $3,429 related
    Deferred
    $0 + $11,833 related
    Nontaxable benefits
    $0 + $40,375 related
    Filer's total
    $0 + $408,179 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, 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

  • 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 Bedford's regional president is employed by IU Health, INC. IU HEALTH AND OTHER RELATED ORGANIZATIONS HAVE A PROCESS IN PLACE TO DETERMINE THE COMPENSATION FOR ITS 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 OFFICERS 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
Denzil Ross, Brian T. Shockney, AND KEVIN GEBKE 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 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 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: - BRIAN SHOCKNEY: $87,593
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

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.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • BALL OUTPATIENT SUR CTR LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • BELTWAY SURGERY CENTERS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • BOSC HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • BSC HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • IEC HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • INDIANA ENDOSCOPY CENTERS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • ROC SURGERY LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • ROCS HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • SENATE ST SURGERY CENTER LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • SSSC HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • IU Health Southwest Fort Wayne Ambulatory Surgery Center LLC

    Healthcare · IN

    Directly controlled by NA

  • IU Health Fort Wayne SW ASC Holdings LLC

    Healthcare · IN

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BMH MEDICAL PAVILION ASSOCIATION INC

    C Corporation · CONDO MANAGEMENT · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH 457(B) PLAN

    Trust · INVESTMENTS · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH ACO INC

    C Corporation · HEALTHCARE · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH BOARD DESIGNATED TRUST

    Trust · INVESTMENTS · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH PLANS INC

    C Corporation · HMO · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH RISK PURCHASING GROUP INC

    C Corporation · INSURANCE · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH RISK RETENTION GROUP INC

    C Corporation · INSURANCE · SC · controlled entity

    Directly controlled by NA

  • IUH ASSURANCE SPC LTD

    C Corporation · INSURANCE · CJ · controlled entity

    Directly controlled by NA

  • PROTEUO FUND LP

    C Corporation · INVESTMENTS · CJ · controlled entity

    Directly controlled by NA

  • CERBERUS RESIDENTIAL OPPORT INST LTD

    C Corporation · INVESTMENTS · CJ · controlled entity

    Directly controlled by NA

  • University Surgeons Inc

    C Corporation · Physician Services · IN · controlled entity

    Directly controlled by NA

  • Pediatric Surgical Associates Inc

    C Corporation · Physician Services · IN · controlled entity

    Directly controlled by NA

  • Cardiothoracic Surgeons Inc

    C Corporation · Physician Services · IN · controlled entity

    Directly controlled by NA

  • University Vascular Surgery Inc

    C Corporation · Physician Services · IN · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.1
Source object
202533179349308078

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