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Nonprofiteer
← INDIANA UNIVERSITY HEALTH BLACKFORD HOSPITAL INC

Form 990 for tax year 2024

Filed by INDIANA UNIVERSITY HEALTH BLACKFORD HOSPITAL INC.

Totals

Total revenue
$2,137,812
Total expenses
$3,471,362
Contributions and grants received
$70,273
Grants paid
$0
Program services expenses (Part IX)
$3,213,592
Management and general expenses
$257,770
Fundraising expenses
$0
Program service expenses (Part III)
$3,213,592

Program services were 92.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL E BORGENHEIMER

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • J STEVEN RHEA

    Director/Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • JEFFREY C BIRD MD

    DIRECTOR/PRESIDENT (ECR)

    Total calculated
    $1,181,445
    From this org
    $0
    From related orgs
    $1,005,128
    Other
    $176,317
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $615,805 related
    Bonus
    $0 + $259,543 related
    Other
    $0 + $129,780 related
    Deferred
    $0 + $123,960 related
    Nontaxable benefits
    $0 + $52,357 related
    Filer's total
    $0 + $1,181,445 related

  • PETER M VOSS MD

    DIRECTOR/VICE CHAIR

    Total calculated
    $612,571
    From this org
    $0
    From related orgs
    $544,772
    Other
    $67,799
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $448,576 related
    Bonus
    $0 + $92,632 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $15,124 related
    Nontaxable benefits
    $0 + $52,675 related
    Filer's total
    $0 + $612,571 related

  • WILBUR R DAVIS

    DIRECTOR/VICE CHAIR

    Total calculated
    $3,000
    From this org
    $0
    From related orgs
    $3,000
    Other
    $0
    Hours/week
    2 + 4 related

  • CHARLES R ROUTH MD

    DIRECTOR

    Total calculated
    $359,339
    From this org
    $0
    From related orgs
    $296,767
    Other
    $62,572
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $177,352 related
    Bonus
    $0 + $112,557 related
    Other
    $0 + $6,858 related
    Deferred
    $0 + $11,923 related
    Nontaxable benefits
    $0 + $50,649 related
    Filer's total
    $0 + $359,339 related

  • DEA BELL

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    2 + 4 related

  • DERRON L BISHOP PHD

    DIRECTOR

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

  • DONALD J ENGEL

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • GEOFFREY S MEARNS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • JOAN V CASTOR

    DIRECTOR

    Total calculated
    $781,469
    From this org
    $0
    From related orgs
    $644,641
    Other
    $136,828
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,981 related
    Bonus
    $0 + $200,279 related
    Other
    $0 + $60,381 related
    Deferred
    $0 + $82,880 related
    Nontaxable benefits
    $0 + $53,948 related
    Filer's total
    $0 + $781,469 related

  • KEVIN D WOODGETT

    DIRECTOR (PART YEAR)

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

  • MICHAEL J FISHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 7 related

  • PATRICK A CLEARY MD

    DIRECTOR

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

  • TERRY W BAILEY

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    2 + 4 related

  • WILLIAM W HINKLE

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    2 + 4 related

  • JONATHAN W VANATOR

    CFO (ECR) (PART YEAR)

    Total calculated
    $533,905
    From this org
    $0
    From related orgs
    $468,222
    Other
    $65,683
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,594 related
    Bonus
    $0 + $131,818 related
    Other
    $0 + $810 related
    Deferred
    $0 + $11,803 related
    Nontaxable benefits
    $0 + $53,880 related
    Filer's total
    $0 + $533,905 related

  • MICHAEL L CRAIG

    CFO (Part Year)

    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

  • MICHELLE R ALTOBELLA

    VP-General Counsel, Asst Secretary (ECR)

    Total calculated
    $327,645
    From this org
    $0
    From related orgs
    $274,361
    Other
    $53,284
    Hours/week
    0 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,733 related
    Bonus
    $0 + $35,399 related
    Other
    $0 + $1,229 related
    Deferred
    $0 + $11,328 related
    Nontaxable benefits
    $0 + $41,956 related
    Filer's total
    $0 + $327,645 related

  • BRIAN REED

    VP-HUMAN RESOURCES (ECR)

    Total calculated
    $274,794
    From this org
    $0
    From related orgs
    $211,282
    Other
    $63,512
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,135 related
    Bonus
    $0 + $27,779 related
    Other
    $0 + $368 related
    Deferred
    $0 + $8,888 related
    Nontaxable benefits
    $0 + $54,624 related
    Filer's total
    $0 + $274,794 related

  • KREIGH COOK

    COO (ECR)

    Total calculated
    $351,542
    From this org
    $0
    From related orgs
    $307,676
    Other
    $43,866
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,864 related
    Bonus
    $0 + $27,326 related
    Other
    $0 + $486 related
    Deferred
    $0 + $12,505 related
    Nontaxable benefits
    $0 + $31,361 related
    Filer's total
    $0 + $351,542 related

  • MELISSA R HICKS

    VP & CNO (ECR)

    Total calculated
    $322,319
    From this org
    $0
    From related orgs
    $275,836
    Other
    $46,483
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,839 related
    Bonus
    $0 + $31,515 related
    Other
    $0 + $482 related
    Deferred
    $0 + $11,225 related
    Nontaxable benefits
    $0 + $35,258 related
    Filer's total
    $0 + $322,319 related

  • RYAN M JOHNSTON MD

    VP & CMO (ECR)

    Total calculated
    $525,363
    From this org
    $0
    From related orgs
    $446,201
    Other
    $79,162
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $392,288 related
    Bonus
    $0 + $52,671 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $65,362 related
    Filer's total
    $0 + $525,363 related

  • HELEN A BORGENHEIMER MD

    FORMER Highest Compensated EMployee

    Total calculated
    $323,890
    From this org
    $0
    From related orgs
    $262,660
    Other
    $61,230
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $171,543 related
    Bonus
    $0 + $84,259 related
    Other
    $0 + $6,858 related
    Deferred
    $0 + $8,787 related
    Nontaxable benefits
    $0 + $52,443 related
    Filer's total
    $0 + $323,890 related

  • JAN B MCMILLAN

    FORMER Highest Compensated EMployee

    Total calculated
    $212,635
    From this org
    $0
    From related orgs
    $174,093
    Other
    $38,542
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $153,037 related
    Bonus
    $0 + $20,366 related
    Other
    $0 + $690 related
    Deferred
    $0 + $7,137 related
    Nontaxable benefits
    $0 + $31,405 related
    Filer's total
    $0 + $212,635 related

  • KEVIN W SCHREIBER MD

    FORMER HIGHEST COMPENSATED EMPLOYEE

    Total calculated
    $463,204
    From this org
    $0
    From related orgs
    $390,128
    Other
    $73,076
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $368,661 related
    Bonus
    $0 + $20,657 related
    Other
    $0 + $810 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $59,276 related
    Filer's total
    $0 + $463,204 related

  • THOMAS D STEWART MD

    FORMER Highest compensated employee

    Total calculated
    $477,718
    From this org
    $0
    From related orgs
    $399,206
    Other
    $78,512
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,494 related
    Bonus
    $0 + $135,854 related
    Other
    $0 + $6,858 related
    Deferred
    $0 + $12,331 related
    Nontaxable benefits
    $0 + $66,181 related
    Filer's total
    $0 + $477,718 related

  • THOMAS M LEE MD

    FORMER Highest Compensated EMployee

    Total calculated
    $423,052
    From this org
    $0
    From related orgs
    $355,022
    Other
    $68,030
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,755 related
    Bonus
    $0 + $159,143 related
    Other
    $0 + $11,124 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $54,230 related
    Filer's total
    $0 + $423,052 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 BLACKFORD'S REGIONAL PRESIDENT IS EMPLOYED BY IU HEALTH, INC. IU HEALTH, IU HEALTH BALL AND OTHER RELATED ORGANIZATIONS HAVE A PROCESS IN PLACE FOR DETERMINING THE COMPENSATION FOR THE 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 POSITONS. THIS MARKET DATA AND MULTIPLE OTHER FACTORS (INCLUDE MARKET PAY BENCHMARKS, INTERNAL EQUITY, CANDIDATE/EMPLOYEE QUALIFICATIONS AND PERFORMANCE, AND OTHER 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. AND JOAN V. CASTOR 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 SERVICES 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 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: JOAN V. CASTOR: $56,550
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.

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.1
Source object
202533179349302033

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

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