Skip to content
Nonprofiteer
← INDIANA UNIVERSITY HEALTH FRANKFORT INC

Form 990 for tax year 2022

Filed by INDIANA UNIVERSITY HEALTH FRANKFORT INC.

Totals

Total revenue
$30,741,238
Total expenses
$29,752,301
Contributions and grants received
$211,287
Grants paid
$1,984
Program services expenses (Part IX)
$28,344,433
Management and general expenses
$1,407,868
Fundraising expenses
$0
Program service expenses (Part III)
$28,344,433

Program services were 95.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID HUMMELS

    DIRECTOR/CHAIR (PART YEAR)

    Total calculated
    $1,500
    From this org
    $0
    From related orgs
    $1,500
    Other
    $0
    Hours/week
    2 + 4 related

  • GARY D HENRIOTT

    DIRECTOR/CHAIR (PART YEAR)

    Total calculated
    $6,750
    From this org
    $0
    From related orgs
    $6,750
    Other
    $0
    Hours/week
    2 + 5 related

  • AMANDA WHITLOCK

    DIRECTOR

    Total calculated
    $3,750
    From this org
    $0
    From related orgs
    $3,750
    Other
    $0
    Hours/week
    2 + 4 related

  • ERIKA UGIANSKIS MD

    DIRECTOR

    Total calculated
    $813,399
    From this org
    $0
    From related orgs
    $739,272
    Other
    $74,127
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $477,683 related
    Bonus
    $0 + $73,763 related
    Other
    $0 + $187,826 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $61,927 related
    Filer's total
    $0 + $813,399 related

  • JESSE MOORE

    DIRECTOR

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

  • MARION UNDERWOOD

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • MARK BUONO MD

    Director

    Total calculated
    $710,850
    From this org
    $0
    From related orgs
    $659,611
    Other
    $51,239
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $580,797 related
    Bonus
    $0 + $75,250 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $9,586 related
    Nontaxable benefits
    $0 + $41,653 related
    Filer's total
    $0 + $710,850 related

  • MICHELE S SAYSANA MD

    DIRECTOR

    Total calculated
    $589,708
    From this org
    $0
    From related orgs
    $569,965
    Other
    $19,743
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $515,754 related
    Bonus
    $0 + $51,401 related
    Other
    $0 + $2,810 related
    Deferred
    $0 + $4,333 related
    Nontaxable benefits
    $0 + $15,410 related
    Filer's total
    $0 + $589,708 related

  • RANDALL R MITCHELL

    DIRECTOR

    Total calculated
    $18,750
    From this org
    $0
    From related orgs
    $18,750
    Other
    $0
    Hours/week
    2 + 4 related

  • RANDY W PRICE

    DIRECTOR

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

  • REV KATE L WALKER

    DIRECTOR

    Total calculated
    $13,500
    From this org
    $0
    From related orgs
    $13,500
    Other
    $0
    Hours/week
    2 + 4 related

  • RUBAN NIRMALAN MD

    DIRECTOR

    Total calculated
    $866,286
    From this org
    $0
    From related orgs
    $806,165
    Other
    $60,121
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $328,044 related
    Bonus
    $0 + $462,032 related
    Other
    $0 + $16,089 related
    Deferred
    $0 + $10,958 related
    Nontaxable benefits
    $0 + $49,164 related
    Filer's total
    $0 + $866,287 related

  • SHAN SHERIDAN

    DIRECTOR

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

  • UMESH PATEL

    DIRECTOR (PART YEAR)

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

  • VICTOR L LECHTENBERG

    DIRECTOR (PART YEAR)

    Total calculated
    $1,500
    From this org
    $0
    From related orgs
    $1,500
    Other
    $0
    Hours/week
    2 + 4 related

  • WILLIAM Y LI MD

    DIRECTOR

    Total calculated
    $373,724
    From this org
    $0
    From related orgs
    $336,285
    Other
    $37,439
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,088 related
    Bonus
    $0 + $97,875 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $25,239 related
    Filer's total
    $0 + $373,724 related

  • ARTHUR VASQUEZ

    REGIONAL PRESIDENT (WCR)

    Total calculated
    $714,787
    From this org
    $0
    From related orgs
    $592,106
    Other
    $122,681
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,988 related
    Bonus
    $0 + $89,248 related
    Other
    $0 + $1,869 related
    Deferred
    $0 + $88,651 related
    Nontaxable benefits
    $0 + $34,029 related
    Filer's total
    $0 + $714,786 related

  • KRISTIN POST

    INTERIM PRESIDENT (PART YEAR)

    Total calculated
    $218,937
    From this org
    $0
    From related orgs
    $181,509
    Other
    $37,428
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,748 related
    Bonus
    $0 + $15,328 related
    Other
    $0 + $1,433 related
    Deferred
    $0 + $7,424 related
    Nontaxable benefits
    $0 + $30,004 related
    Filer's total
    $0 + $218,936 related

  • PHILIP LIST

    SECRETARY (WCR)

    Total calculated
    $229,679
    From this org
    $0
    From related orgs
    $183,142
    Other
    $46,537
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,687 related
    Bonus
    $0 + $18,161 related
    Other
    $0 + $294 related
    Deferred
    $0 + $7,651 related
    Nontaxable benefits
    $0 + $38,887 related
    Filer's total
    $0 + $229,680 related

  • TODD A WILLIAMS

    CFO/TREASURER (WCR)

    Total calculated
    $398,995
    From this org
    $0
    From related orgs
    $331,667
    Other
    $67,328
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,626 related
    Bonus
    $0 + $29,218 related
    Other
    $0 + $22,822 related
    Deferred
    $0 + $12,173 related
    Nontaxable benefits
    $0 + $55,155 related
    Filer's total
    $0 + $398,994 related

  • ALLISON SHUTTZ

    CNO (PART YEAR)

    Total calculated
    $501,432
    From this org
    $0
    From related orgs
    $450,214
    Other
    $51,218
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,295 related
    Bonus
    $0 + $24,469 related
    Other
    $0 + $204,450 related
    Deferred
    $0 + $10,131 related
    Nontaxable benefits
    $0 + $41,086 related
    Filer's total
    $0 + $501,432 related

  • CHRISTOPHER A MANSFIELD MD

    VP-CMO (WCR)

    Total calculated
    $586,259
    From this org
    $0
    From related orgs
    $519,089
    Other
    $67,170
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,881 related
    Bonus
    $0 + $122,976 related
    Other
    $0 + $8,232 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $54,970 related
    Filer's total
    $0 + $586,259 related

  • JEFFREY C ZEH

    COO (WCR)

    Total calculated
    $406,827
    From this org
    $0
    From related orgs
    $367,543
    Other
    $39,284
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,873 related
    Bonus
    $0 + $31,441 related
    Other
    $0 + $17,229 related
    Deferred
    $0 + $12,057 related
    Nontaxable benefits
    $0 + $27,227 related
    Filer's total
    $0 + $406,827 related

  • KISHAN PATEL MD

    VP-Chief Physician Executive (WCR) (Part Year)

    Total calculated
    $452,475
    From this org
    $0
    From related orgs
    $411,678
    Other
    $40,797
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,221 related
    Bonus
    $0 + $23,918 related
    Other
    $0 + $540 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $28,597 related
    Filer's total
    $0 + $452,475 related

  • KOREEN C KYHNELL

    VP - HUMAN RESOURCES (WCR)

    Total calculated
    $296,905
    From this org
    $0
    From related orgs
    $229,165
    Other
    $67,740
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,140 related
    Bonus
    $0 + $20,092 related
    Other
    $0 + $21,933 related
    Deferred
    $0 + $10,677 related
    Nontaxable benefits
    $0 + $57,064 related
    Filer's total
    $0 + $296,906 related

  • CHRISTEN N BARKER

    Clinical Nurse

    Total calculated
    $183,494
    From this org
    $147,055
    From related orgs
    $0
    Other
    $36,439
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $108,466
    Bonus
    $37,844
    Other
    $744
    Deferred
    $5,970
    Nontaxable benefits
    $30,469
    Filer's total
    $183,493

  • JAN EARLY

    Therapist-Respiratory Registered

    Total calculated
    $161,663
    From this org
    $139,879
    From related orgs
    $0
    Other
    $21,784
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $129,155
    Bonus
    $10,255
    Other
    $469
    Deferred
    $5,667
    Nontaxable benefits
    $16,117
    Filer's total
    $161,663

  • JERRY W DRUMMOND

    Technologist-Diagnostic Radiology Advanced

    Total calculated
    $205,764
    From this org
    $187,141
    From related orgs
    $0
    Other
    $18,623
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $129,051
    Bonus
    $58,091
    Other
    $0
    Deferred
    $7,449
    Nontaxable benefits
    $11,174
    Filer's total
    $205,765

  • MACEY PARKER

    CLINICAL NURSE

    Total calculated
    $171,692
    From this org
    $157,782
    From related orgs
    $0
    Other
    $13,910
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $109,717
    Bonus
    $46,259
    Other
    $1,806
    Deferred
    $4,183
    Nontaxable benefits
    $9,727
    Filer's total
    $171,692

  • TRACY MOORE

    Therapist-Respiratory Registered

    Total calculated
    $171,554
    From this org
    $135,272
    From related orgs
    $0
    Other
    $36,282
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $120,823
    Bonus
    $11,872
    Other
    $2,577
    Deferred
    $5,544
    Nontaxable benefits
    $30,738
    Filer's total
    $171,554

  • CARA L BREIDSTER

    FORMER OFFICER

    Total calculated
    $404,782
    From this org
    $0
    From related orgs
    $338,130
    Other
    $66,652
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,473 related
    Bonus
    $0 + $36,663 related
    Other
    $0 + $23,994 related
    Deferred
    $0 + $12,119 related
    Nontaxable benefits
    $0 + $54,533 related
    Filer's total
    $0 + $404,782 related

  • DANIEL E NEUFELDER

    FORMER OFFICER

    Total calculated
    $188,587
    From this org
    $0
    From related orgs
    $188,587
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $188,587 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $188,587 related

  • DEREK E EMPIE

    FORMER OFFICER

    Total calculated
    $373,304
    From this org
    $0
    From related orgs
    $311,467
    Other
    $61,837
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $285,471 related
    Bonus
    $0 + $24,754 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $49,637 related
    Filer's total
    $0 + $373,304 related

  • JAMES H PARSONS

    FORMER HIGHEST COMPENSATED EMPLOYEE

    Total calculated
    $238,209
    From this org
    $0
    From related orgs
    $192,093
    Other
    $46,116
    Hours/week
    10 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,618 related
    Bonus
    $0 + $18,096 related
    Other
    $0 + $378 related
    Deferred
    $0 + $8,209 related
    Nontaxable benefits
    $0 + $37,906 related
    Filer's total
    $0 + $238,208 related

  • LAWRENCE STAUFFER

    FORMER HCE

    Total calculated
    $208,576
    From this org
    $0
    From related orgs
    $161,728
    Other
    $46,848
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $144,112 related
    Bonus
    $0 + $12,386 related
    Other
    $0 + $5,231 related
    Deferred
    $0 + $6,763 related
    Nontaxable benefits
    $0 + $40,085 related
    Filer's total
    $0 + $208,576 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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 FRANKFORT'S REGIONAL PRESIDENT IS EMPLOYED BY IU HEALTH, INC. IU HEALTH, INC., IU HEALTH FRANKFORT, AND OTHER RELATED ENTITIES HAVE A PROCESS IN PLACE TO DETERMINE THE COMPENSATION FOR THE OTHER 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 OFFICER 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 4a Severance or change-of-control payment
ALLISON SHUTTZ ENTERED INTO A SEVERANCE AGREEMENT WITH IU HEALTH ARNETT DURING 2022. SHE RECEIVED SEVERANCE OF $203,980 DURING 2022.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ARTHUR VASQUEZ PARTICIPATES 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. ARTHUR VASQUEZ HAS AN AMOUNT INCLUDED IN COLUMN C, DEFERRED COMPENSATION, REPRESENTING THE CURRENT YEAR UNVESTED CONTRIBUTIONS MADE UNDER THE SUPPLEMENTAL RETIREMENT PLAN. NO AMOUNTS WERE ACTUALLY PAID TO THIS EXECUTIVE DURING THE YEAR.
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 TALENT MANAGEMENT AND EXECUTIVE COMPENSATION COMMITTEE 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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202333189349314488

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

The source document this was parsed from is served over the API, which is where bulk and document access live.