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Nonprofiteer
← Indiana University Health Morgan Inc

Form 990 for tax year 2022

Filed by Indiana University Health Morgan Inc.

Totals

Total revenue
$661,036
Total expenses
$929,034
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$874,565
Management and general expenses
$54,469
Fundraising expenses
$0
Program service expenses (Part III)
$874,565

Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRIAN T SHOCKNEY

    DIRECTOR/REGIONAL PRESIDENT (SCR)

    Total calculated
    $1,151,849
    From this org
    $0
    From related orgs
    $966,602
    Other
    $185,247
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $623,428 related
    Bonus
    $0 + $317,043 related
    Other
    $0 + $26,131 related
    Deferred
    $0 + $127,403 related
    Nontaxable benefits
    $0 + $57,844 related
    Filer's total
    $0 + $1,151,850 related

  • CAROLE KINDER

    DIRECTOR/SEC/TREAS (PART YEAR)

    Total calculated
    $900
    From this org
    $0
    From related orgs
    $900
    Other
    $0
    Hours/week
    2

  • RICHARD G HENDRICKSON

    DIRECTOR/CHAIR

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

  • TANA L LOBB

    Director/Secretary (Part Year)

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

  • GARRY B LINDBOE

    DIRECTOR

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

  • GERARD P MCGRATH

    DIRECTOR

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

  • RANDALL WOOD

    DIRECTOR

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

  • RYAN GOODWIN

    DIRECTOR

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

  • SHANNON KOHL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL L CRAIG

    VP & CFO (SCR)

    Total calculated
    $378,875
    From this org
    $0
    From related orgs
    $320,370
    Other
    $58,505
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $289,062 related
    Bonus
    $0 + $27,744 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $12,150 related
    Nontaxable benefits
    $0 + $46,355 related
    Filer's total
    $0 + $378,875 related

  • JASON M KING RN

    VP, COO/CNO-MORGAN

    Total calculated
    $230,170
    From this org
    $0
    From related orgs
    $199,911
    Other
    $30,259
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $161,616 related
    Bonus
    $0 + $37,783 related
    Other
    $0 + $512 related
    Deferred
    $0 + $9,191 related
    Nontaxable benefits
    $0 + $21,068 related
    Filer's total
    $0 + $230,170 related

  • LARRY R BAILEY

    FORMER PRESIDENT

    Total calculated
    $316,693
    From this org
    $0
    From related orgs
    $277,022
    Other
    $39,671
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $241,490 related
    Bonus
    $0 + $24,168 related
    Other
    $0 + $11,364 related
    Deferred
    $0 + $11,270 related
    Nontaxable benefits
    $0 + $28,401 related
    Filer's total
    $0 + $316,692 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

  • 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 MORGAN'S REGIONAL PRESIDENT IS EMPLOYED BY INDIANA UNIVERSITY 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
BRIAN T. SHOCKNEY PARTICIPATES 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. BRIAN T. SHOCKNEY 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 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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202333189349314683

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

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