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Nonprofiteer
← NORTON - KINGS DAUGHTERS HEALTH INC

Form 990 for tax year 2023

Filed by NORTON - KINGS DAUGHTERS HEALTH INC.

Totals

Total revenue
$144,099,600
Total expenses
$164,006,778
Contributions and grants received
$376,404
Grants paid
$212,432
Program services expenses (Part IX)
$133,665,588
Management and general expenses
$30,214,254
Fundraising expenses
$126,936
Program service expenses (Part III)
$133,665,588

Program services were 81.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Adam Kempf

    Board Treasurer

    Total calculated
    $1,364,768
    From this org
    $0
    From related orgs
    $1,141,705
    Other
    $223,063
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $755,209 related
    Bonus
    $0 + $281,470 related
    Other
    $0 + $105,026 related
    Deferred
    $0 + $175,860 related
    Nontaxable benefits
    $0 + $47,203 related
    Filer's total
    $0 + $1,364,768 related

  • Robert B Azar

    Board Secretary

    Total calculated
    $1,191,460
    From this org
    $0
    From related orgs
    $1,021,584
    Other
    $169,876
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $630,680 related
    Bonus
    $0 + $266,833 related
    Other
    $0 + $124,071 related
    Deferred
    $0 + $150,278 related
    Nontaxable benefits
    $0 + $19,598 related
    Filer's total
    $0 + $1,191,460 related

  • Annie Schroeder

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Bonnie Colen

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Darleen Connolly

    Board Chairperson

    Total calculated
    $0
    Hours/week
    1

  • Joe Craig

    Board Vice Chairperson

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 4.5 related

  • Jonathan Hanson MD

    Physician/Board Member

    Total calculated
    $495,296
    From this org
    $462,809
    From related orgs
    $0
    Other
    $32,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,665
    Bonus
    $225,460
    Other
    $2,684
    Deferred
    $13,200
    Nontaxable benefits
    $19,287
    Filer's total
    $495,296

  • Kevin Turner

    Board Member (until 5/8/23)

    Total calculated
    $0
    Hours/week
    1

  • Mary Bette Voyles

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mary Kay McCubbin

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Michael Israel MD

    Physician/Board Member

    Total calculated
    $460,380
    From this org
    $435,657
    From related orgs
    $0
    Other
    $24,723
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,274
    Bonus
    $184,911
    Other
    $2,472
    Deferred
    $13,200
    Nontaxable benefits
    $11,523
    Filer's total
    $460,380

  • Scott Watkins

    Board Member

    Total calculated
    $922,527
    From this org
    $0
    From related orgs
    $764,256
    Other
    $158,271
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $467,995 related
    Bonus
    $0 + $200,053 related
    Other
    $0 + $96,208 related
    Deferred
    $0 + $125,791 related
    Nontaxable benefits
    $0 + $32,480 related
    Filer's total
    $0 + $922,527 related

  • Sharyn Whitman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Susan Ohlendorf

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Carol Dozier

    President/CEO

    Total calculated
    $638,137
    From this org
    $549,777
    From related orgs
    $0
    Other
    $88,360
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $426,629
    Bonus
    $40,000
    Other
    $83,148
    Deferred
    $83,400
    Nontaxable benefits
    $4,960
    Filer's total
    $638,137

  • Denine Fallis-Hallgarth

    VP Physician Services

    Total calculated
    $206,581
    From this org
    $193,734
    From related orgs
    $0
    Other
    $12,847
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,674
    Bonus
    $0
    Other
    $24,060
    Deferred
    $7,032
    Nontaxable benefits
    $5,815
    Filer's total
    $206,581

  • John Price

    CFO - NKDH

    Total calculated
    $355,530
    From this org
    $294,058
    From related orgs
    $0
    Other
    $61,472
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,131
    Bonus
    $20,000
    Other
    $3,927
    Deferred
    $47,819
    Nontaxable benefits
    $13,653
    Filer's total
    $355,530

  • George Alcorn MD

    Physician

    Total calculated
    $750,766
    From this org
    $718,206
    From related orgs
    $0
    Other
    $32,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,185
    Bonus
    $431,243
    Other
    $7,778
    Deferred
    $13,200
    Nontaxable benefits
    $19,360
    Filer's total
    $750,766

  • Kenneth Mackinlay MD

    Physician

    Total calculated
    $892,670
    From this org
    $860,854
    From related orgs
    $0
    Other
    $31,816
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $637,111
    Bonus
    $200,095
    Other
    $23,648
    Deferred
    $13,200
    Nontaxable benefits
    $18,616
    Filer's total
    $892,670

  • Nathan Polley MD

    Physician

    Total calculated
    $1,473,157
    From this org
    $1,440,738
    From related orgs
    $0
    Other
    $32,419
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $617,853
    Bonus
    $818,231
    Other
    $4,654
    Deferred
    $13,200
    Nontaxable benefits
    $19,219
    Filer's total
    $1,473,157

  • Raymonda Stevens MD

    Physician

    Total calculated
    $901,175
    From this org
    $886,857
    From related orgs
    $0
    Other
    $14,318
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $443,458
    Bonus
    $442,295
    Other
    $1,104
    Deferred
    $13,200
    Nontaxable benefits
    $1,118
    Filer's total
    $901,175

  • Thomas Eckert MD

    Physician

    Total calculated
    $661,587
    From this org
    $641,086
    From related orgs
    $0
    Other
    $20,501
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $422,627
    Bonus
    $211,819
    Other
    $6,640
    Deferred
    $13,200
    Nontaxable benefits
    $7,301
    Filer's total
    $661,587

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

  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 1a Discretionary spending account
THE INTERESTED PERSON LISTED BELOW RECEIVED THE BENEFIT OF A DISCRETIONARY SPENDING ACCOUNT IN 2023: Carol Dozier
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
The President/CEO, Vice President of Finance/CFO, and Vice President of Inpatient Services/Chief Nursing Officer are paid by a related organization, Norton Healthcare Inc. Norton Healthcare, Inc. (NHC) engages an outside independent compensation consultant, Gallagher, to provide comparability data on total compensation for similar positions at health systems and hospital organizations similar in size, scope of services, and circumstances, including review of other health systems and hospital organizations that have filed Form 990s. In addition, Norton Healthcare, Inc. participates in third party surveys which provide aggregate, comparative compensation data for officers and key employees in similar positions at similar organizations. Compensation for the Vice-President on Physician Services is paid by Norton-King's Daughters' Health, Inc. The pay rate is established by a related organization, Norton Healthcare Inc. (NHC). Norton Healthcare, Inc. (NHC) engages an outside independent compensation consultant, Gallagher, to provide comparability data on total compensation for similar positions at health systems and hospital organizations similar in size, scope of services, and circumstances, including review of other health systems and hospital organizations that have filed Form 990s. In addition, Norton Healthcare, Inc. participates in third party surveys which provide aggregate, comparative compensation data for officers and key employees in similar positions at similar organizations.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING INTERESTED PERSONS PARTICIPATED IN OR RECEIVED PAYMENT FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS AS DESCRIBED IN IRC SECTION 457(F). THE INTERESTED PERSONS BELOW MAY HAVE PARTICIPATED IN ONE OR MORE OF THE FOLLOWING PLANS: THE EXECU-PLUS BENEFIT PLAN, DEFINED BENEFIT AND DEFINED CONTRIBUTION RESTORATION PLANS. THE "PAY CREDIT" OUTLINED BELOW REPRESENTS A REASONABLE ESTIMATE OF THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLANS; AND THEREFORE, REPRESENTS THE ORGANIZATION'S CONTRIBUTION TO THE VALUE OF THE BENEFITS. NAME - PAY CREDIT Carol Dozier - $63,600 Robert Azar - $127,409 Adam Kempf - $153,943 Scott Watkins - $92,427 THE "PAYMENT RECEIVED" OUTLINED BELOW REPRESENTS CASH PAYMENTS THAT THE EMPLOYEE RECEIVED DURING 2023 AND CAN BE COMPRISED OF Current and or PRIOR YEARS EMPLOYEE AND EMPLOYER CONTRIBUTIONS. NAME - PAYMENT RECEIVED Robert Azar - $68,880 Adam Kempf - $63,188 Scott Watkins - $52,800
Schedule J, Part I, Line 7 Non-fixed payments
PHYSICIANS ARE ELIGIBLE FOR INCENTIVE COMPENSATION. THE PHYSICIAN IS COMPENSATED FOR EACH WORK RVU PERFORMED DURING THE CALENDAR YEAR IN EXCESS OF THE PHYSICIAN'S WORK RVU INCENTIVE THRESHOLD FOR THE CALENDAR YEAR MULTIPLIED BY THE INCENTIVE RVU PAYMENT. NON-PHYSICIAN BONUS COMPENSATION IS DISCRETIONARY, SOLEY UP TO THE BOARD OF MANAGERS, AND THE CALCULATION FOR SAID BONUS COMPENSATION VARIES FROM YEAR TO YEAR.

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

  • IHA HOSPITAL ASSISTANCE FOUNDATION

    $5,558

    GENERAL DONATION TO SUPPORT THE FOUNDATION - TO AID INDIANA HOSPITALS IN IMPROVING ACCESS TO QUALITY HEALTH CARE FOR INDIVIDUALS WHO ARE POOR, UNINSURED OR ENROLLED IN THE MEDICAID OR MEDICARE PROGRAMS

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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202403179349301120

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