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Nonprofiteer
← INDIANA UNIVERSITY HEALTH BALL MEMORIAL PHYSICIANS INC

Form 990 for tax year 2022

Filed by INDIANA UNIVERSITY HEALTH BALL MEMORIAL PHYSICIANS INC.

Totals

Total revenue
$105,039,038
Total expenses
$156,721,018
Contributions and grants received
$2,702,955
Grants paid
$0
Program service revenue
$101,921,968
Investment income
$0
Other revenue
$414,115
Total assets, end of year
$15,938,853
Total liabilities, end of year
$105,200,039
Net assets or fund balances, end of year
-$89,261,186
Program services expenses (Part IX)
$149,010,719
Management and general expenses
$7,710,299
Fundraising expenses
$0
Program service expenses (Part III)
$149,010,719

Program services were 95.1% 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

    $279,484

  • 1e · Government grants (contributions)

    $2,423,471

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $71,204,744 · related or exempt $71,204,744

  • 2b · Program service revenue: SHARED SERVICES

    total $30,427,320 · related or exempt $30,427,320

  • 2c · Program service revenue: PHARMACY

    total $289,904 · related or exempt $114,328 · unrelated business $175,576

  • 2f · All other program service revenue

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

  • 6a · Gross rents

    real property $6,367

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $6,367 · personal property $0

  • 6d · Net rental income or loss

    total $6,367 · excluded $6,367

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $407,748 · related or exempt $0 · unrelated business $0 · excluded $407,748

  • 11e · Other revenue, total

    $407,748

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,934,431 · program services $1,875,117 · management and general $59,314

  • 6 · Compensation of disqualified persons

    total $861,274 · program services $834,865 · management and general $26,409

  • 7 · Other salaries and wages

    total $107,358,742 · program services $104,066,847 · management and general $3,291,895

  • 8 · Pension plan contributions

    total $3,269,325 · program services $3,169,079 · management and general $100,246

  • 9 · Other employee benefits

    total $8,898,588 · program services $8,625,734 · management and general $272,854

  • 10 · Payroll taxes

    total $4,709,435 · program services $4,565,032 · management and general $144,403

  • 11g · Fees: other

    total $17,584,458 · program services $16,467,682 · management and general $1,116,776 · fundraising $0

  • 12 · Advertising and promotion

    total -$1,932 · management and general -$1,932

  • 13 · Office expenses

    total $167,456 · program services $156,821 · management and general $10,635

  • 14 · Information technology

    total $108,894 · program services $54,447 · management and general $54,447

  • 16 · Occupancy

    total $3,136,804 · program services $3,136,804

  • 17 · Travel

    total $87,667 · program services $82,099 · management and general $5,568

  • 19 · Conferences, conventions and meetings

    total $67 · program services $63 · management and general $4

  • 20 · Interest

    total $1,498 · management and general $1,498

  • 22 · Depreciation, depletion and amortization

    total $651,888 · program services $615,767 · management and general $36,121

  • 23 · Insurance

    total $2,484,592 · management and general $2,484,592

  • 24a · Other expenses: Bad Debt

    total $2,154,384 · program services $2,154,384

  • 24b · Other expenses: Drugs and Medical Supplies

    total $2,993,462 · program services $2,993,462

  • 24c · Other expenses: Recruitment

    total $186,306 · program services $93,153 · management and general $93,153

  • 24d · Other expenses: Maintenance and repairs

    total $21,463 · program services $21,463

  • 24e · All other expenses

    total $112,216 · program services $97,900 · management and general $14,316 · fundraising $0

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $6,854,939 · end of year $7,637,711

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $4,213,063 · end of year $4,164,923

  • 8 · Inventories for sale or use

    beginning of year $48,469 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,103,127 · end of year $1,191,603

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

    $7,145,169

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

    $4,282,365

  • 10c · Land, buildings and equipment, net

    beginning of year $2,926,468 · end of year $2,862,804

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $81,812 · end of year $81,812

  • 15 · Other assets

    beginning of year $34,178 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,036,175 · end of year $10,578,014

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $42,386,483 · end of year $94,622,025

  • 27 · Net assets without donor restrictions

    beginning of year -$38,160,602 · end of year -$89,261,186

Mission and programs · 2022

Mission

LEAD THE TRANSFORMATION OF HEALTHCARE THROUGH QUALITY, INNOVATION & EDUCATION, AND MAKE INDIANA ONE OF THE NATION'S HEALTHIEST STATES.

  • INDIANA UNIVERSITY HEALTH BALL MEMORIAL PHYSICIANS IS COMPOSED OF PRIMARY CARE AND SPECIALTY PHYSICIANS COMMITTED TO PROVIDING HIGH QUALITY PATIENT-CENTERED CARE, PLACING THE HIGHEST PRIORITY ON THE NEEDS OF THE PATIENT AND THEIR FAMILIES, WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY. IU HEALTH BALL MEMORIAL PHYSICIANS HAS MULTIPLE CONVENIENT LOCATIONS THROUGHOUT EAST CENTRAL INDIANA, MANY OF WHICH INCLUDE AN ON-SITE PHARMACY, IMAGING, AND PHYSICAL THERAPY SERVICES.

    Expenses $104,281,536 · Revenue $71,204,744

  • IU HEALTH BALL MEMORIAL PHYSICIANS, INC. PROVIDES SERVICES, WHICH INCLUDE COORDINATED ACTIVITIES AND POLICES, TO RELATED TAX-EXEMPT ORGANIZATIONS DESIGNED TO MEET THE MISSION OF THE INDIANA UNIVERSITY HEALTH SYSTEM.

    Expenses $44,561,745 · Revenue $30,427,320

  • OUR NETWORK OF PHARMACIES OFFERS THE CONVENIENCE OF ONE-STOP SHOPPING. WE PROVIDE EXPERT CARE AND HELP PATIENTS MAKE THE BEST USE OF THEIR MEDICATIONS.

    Expenses $167,438 · Revenue $289,904

As filed on the 2022 return.

Listed in Part VII

  • Lori A Luther

    DIRECTOR/VICE CHAIR

    Total calculated
    $453,439
    From this org
    $0
    From related orgs
    $386,574
    Other
    $66,865
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,409 related
    Bonus
    $0 + $33,877 related
    Other
    $0 + $47,288 related
    Deferred
    $0 + $11,979 related
    Nontaxable benefits
    $0 + $54,886 related
    Filer's total
    $0 + $453,439 related

  • Peter M Voss MD

    DIRECTOR/CHAIR/PRESIDENT

    Total calculated
    $518,506
    From this org
    $0
    From related orgs
    $455,476
    Other
    $63,030
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $390,525 related
    Bonus
    $0 + $40,887 related
    Other
    $0 + $24,064 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $50,830 related
    Filer's total
    $0 + $518,506 related

  • Charles R Routh MD

    DIRECTOR

    Total calculated
    $319,657
    From this org
    $253,832
    From related orgs
    $0
    Other
    $65,825
    Hours/week
    49 + 6 related

    Schedule J breakdown matched by us

    Base
    $152,342
    Bonus
    $80,990
    Other
    $20,500
    Deferred
    $11,765
    Nontaxable benefits
    $54,060
    Filer's total
    $319,658

  • Daniel C Lopiccolo MD

    DIRECTOR

    Total calculated
    $513,154
    From this org
    $438,484
    From related orgs
    $0
    Other
    $74,670
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $393,083
    Bonus
    $41,836
    Other
    $3,564
    Deferred
    $12,200
    Nontaxable benefits
    $62,470
    Filer's total
    $513,153

  • David W Heeter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael J Fisher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 7 related

  • Paul B Stewart MD

    DIRECTOR

    Total calculated
    $819,201
    From this org
    $745,896
    From related orgs
    $0
    Other
    $73,305
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $553,082
    Bonus
    $173,982
    Other
    $18,832
    Deferred
    $12,200
    Nontaxable benefits
    $61,105
    Filer's total
    $819,202

  • Ryan M Johnston MD

    DIRECTOR

    Total calculated
    $495,681
    From this org
    $0
    From related orgs
    $420,646
    Other
    $75,035
    Hours/week
    25 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,681 related
    Bonus
    $0 + $52,579 related
    Other
    $0 + $27,386 related
    Deferred
    $0 + $13,911 related
    Nontaxable benefits
    $0 + $61,124 related
    Filer's total
    $0 + $495,681 related

  • Jonathan W Vanator

    CFO (ECR) / Treasurer

    Total calculated
    $416,822
    From this org
    $0
    From related orgs
    $358,131
    Other
    $58,691
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,908 related
    Bonus
    $0 + $31,413 related
    Other
    $0 + $810 related
    Deferred
    $0 + $12,154 related
    Nontaxable benefits
    $0 + $46,537 related
    Filer's total
    $0 + $416,822 related

  • Terry A Pence

    SECRETARY

    Total calculated
    $293,067
    From this org
    $0
    From related orgs
    $251,789
    Other
    $41,278
    Hours/week
    2 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,142 related
    Bonus
    $0 + $21,444 related
    Other
    $0 + $6,204 related
    Deferred
    $0 + $9,999 related
    Nontaxable benefits
    $0 + $31,279 related
    Filer's total
    $0 + $293,067 related

  • Eric L Tharp

    VP & CHIEF PRACTICE OFFICER

    Total calculated
    $282,419
    From this org
    $215,097
    From related orgs
    $0
    Other
    $67,322
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $179,733
    Bonus
    $18,966
    Other
    $16,398
    Deferred
    $10,018
    Nontaxable benefits
    $57,304
    Filer's total
    $282,419

  • Glenn Carlos MD

    PHYSICIAN

    Total calculated
    $825,785
    From this org
    $772,559
    From related orgs
    $0
    Other
    $53,226
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $679,167
    Bonus
    $74,412
    Other
    $18,980
    Deferred
    $12,200
    Nontaxable benefits
    $41,026
    Filer's total
    $825,785

  • Hamza Ansari MD

    PHYSICIAN

    Total calculated
    $935,725
    From this org
    $875,855
    From related orgs
    $0
    Other
    $59,870
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $572,493
    Bonus
    $271,266
    Other
    $32,096
    Deferred
    $12,200
    Nontaxable benefits
    $47,670
    Filer's total
    $935,725

  • Joseph Landwehr Jr MD

    PHYSICIAN

    Total calculated
    $851,232
    From this org
    $773,672
    From related orgs
    $0
    Other
    $77,560
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $733,622
    Bonus
    $25,650
    Other
    $14,400
    Deferred
    $12,200
    Nontaxable benefits
    $65,360
    Filer's total
    $851,233

  • Mark Pajeau MD

    PHYSICIAN

    Total calculated
    $932,451
    From this org
    $858,324
    From related orgs
    $0
    Other
    $74,127
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $387,523
    Bonus
    $468,479
    Other
    $2,322
    Deferred
    $12,200
    Nontaxable benefits
    $61,927
    Filer's total
    $932,451

  • Mohammed Eid Madmani MD

    PHYSICIAN

    Total calculated
    $918,465
    From this org
    $885,549
    From related orgs
    $0
    Other
    $32,916
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $519,284
    Bonus
    $345,279
    Other
    $20,986
    Deferred
    $12,200
    Nontaxable benefits
    $20,716
    Filer's total
    $918,465

  • Jeffrey C Bird MD

    FORMER DIRECTOR/OFFICER

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

    Schedule J breakdown matched by us

    Base
    $0 + $548,667 related
    Bonus
    $0 + $239,923 related
    Other
    $0 + $187,809 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $54,679 related
    Filer's total
    $0 + $1,043,278 related

  • Judith L Coleman

    FORMER OFFICER

    Total calculated
    $388,632
    From this org
    $0
    From related orgs
    $325,877
    Other
    $62,755
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,768 related
    Bonus
    $0 + $28,866 related
    Other
    $0 + $25,243 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $50,555 related
    Filer's total
    $0 + $388,632 related

  • Michelle R Altobella

    FORMER OFFICER

    Total calculated
    $295,719
    From this org
    $0
    From related orgs
    $253,953
    Other
    $41,766
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,959 related
    Bonus
    $0 + $19,817 related
    Other
    $0 + $1,177 related
    Deferred
    $0 + $10,321 related
    Nontaxable benefits
    $0 + $31,445 related
    Filer's total
    $0 + $295,719 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

  • 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 BALL MEMORIAL PHYSICIANS' PRESIDENT IS AN EMPLOYEE OF IU HEALTH BALL MEMORIAL HOSPITAL. IU HEALTH, IU HEALTH BALL MEMORIAL HOSPITAL, IU HEALTH BALL MEMORIAL PHYSICIANS 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
Jeffrey C. Bird, M.D., PARTICIPATES IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN 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. 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: - JEFFREY C. BIRD: $147,927
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.

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.

  • IUH FORT WAYNE PHYSICIANS LLC

    HEALTHCARE · IN · income -$7,363 · assets $835,904

    Directly controlled by IUHBMP

Related partnerships

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

  • 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

  • HEALTH VENTURE MANAGEMENT LLC

    MANAGEMENT · 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 Fort Wayne SW ASC Holdings LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • BALL OUTPATIENT SUR CTR LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • IU Health Southwest Fort Wayne Ambulatory Surgery Center LLC

    HEALTHCARE · IN

    Directly controlled by na

Related corporations and trusts

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

  • CERBERUS RESIDENTIAL OPPORT INST LTD

    C Corporation · INVESTMENTS · CJ · 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

  • BMH MEDICAL PAVILION ASSOCIATION INC

    C Corporation · CONDO MANAGEMENT · IN · 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
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323199349303602

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