Skip to content
Nonprofiteer
← INDIANA UNIVERSITY HEALTH JAY INC

Form 990 for tax year 2024

Filed by INDIANA UNIVERSITY HEALTH JAY INC.

Totals

Total revenue
$44,932,459
Total expenses
$46,639,202
Contributions and grants received
$448,364
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$44,637,257
Management and general expenses
$2,001,945
Fundraising expenses
$0
Program service expenses (Part III)
$44,637,257

Program services were 95.7% 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
    20 + 35 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

  • CHANTEL S WILLMANN

    NURSE PRACTITIONER

    Total calculated
    $162,641
    From this org
    $138,655
    From related orgs
    $0
    Other
    $23,986
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $131,973
    Bonus
    $5,890
    Other
    $792
    Deferred
    $5,048
    Nontaxable benefits
    $18,938
    Filer's total
    $162,641

  • CHERI L KNAPKE

    Manager-Pharmacy

    Total calculated
    $197,414
    From this org
    $159,147
    From related orgs
    $0
    Other
    $38,267
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $151,116
    Bonus
    $7,911
    Other
    $120
    Deferred
    $6,801
    Nontaxable benefits
    $31,466
    Filer's total
    $197,414

  • CHRISTINA SCHEMENAUR

    VP - CNO - JAY

    Total calculated
    $222,646
    From this org
    $191,944
    From related orgs
    $0
    Other
    $30,702
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $171,348
    Bonus
    $20,067
    Other
    $529
    Deferred
    $7,659
    Nontaxable benefits
    $23,043
    Filer's total
    $222,646

  • DIANE R ROESSNER

    Pharmacist

    Total calculated
    $177,675
    From this org
    $141,436
    From related orgs
    $0
    Other
    $36,239
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $140,276
    Bonus
    $1,040
    Other
    $120
    Deferred
    $5,889
    Nontaxable benefits
    $30,350
    Filer's total
    $177,675

  • ZINA SPAHR

    CLINICAL NURSE

    Total calculated
    $160,448
    From this org
    $125,396
    From related orgs
    $0
    Other
    $35,052
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $123,904
    Bonus
    $714
    Other
    $778
    Deferred
    $5,178
    Nontaxable benefits
    $29,874
    Filer's total
    $160,448

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'S JAY'S REGIONAL PRESIDENT AND PRESIDENT ARE EMPLOYED BY INDIANA UNIVERSITY HEALTH, INC. IU HEALTH, IU HEALTH BALL MEMORIAL HOSPITAL, IU HEALTH JAY, 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
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 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.

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.1
Source object
202533179349308083

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.