Skip to content
Nonprofiteer
← INDIANA UNIVERSITY HEALTH BLACKFORD HOSPITAL INC

Form 990 for tax year 2023

Filed by INDIANA UNIVERSITY HEALTH BLACKFORD HOSPITAL INC.

Totals

Total revenue
$18,700,705
Total expenses
$23,774,787
Contributions and grants received
$65,703
Grants paid
$26,822
Program services expenses (Part IX)
$22,586,328
Management and general expenses
$1,188,459
Fundraising expenses
$0
Program service expenses (Part III)
$22,586,328

Program services were 95.0% 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 (Part Year)

    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
    $1,157,390
    From this org
    $0
    From related orgs
    $985,198
    Other
    $172,192
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $603,910 related
    Bonus
    $0 + $263,314 related
    Other
    $0 + $117,973 related
    Deferred
    $0 + $121,200 related
    Nontaxable benefits
    $0 + $50,992 related
    Filer's total
    $0 + $1,157,389 related

  • JOHN D LITTLER

    DIRECTOR/CHAIR (Part Year)

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • PETER M VOSS MD

    DIRECTOR/VICE CHAIR

    Total calculated
    $554,413
    From this org
    $0
    From related orgs
    $490,221
    Other
    $64,192
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $424,351 related
    Bonus
    $0 + $62,306 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $50,992 related
    Filer's total
    $0 + $554,413 related

  • WILBUR R DAVIS

    DIRECTOR/VICE CHAIR

    Total calculated
    $1,000
    From this org
    $0
    From related orgs
    $1,000
    Other
    $0
    Hours/week
    2 + 4 related

  • CHANTILLE ALLEN

    DIRECTOR (Part Year)

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • CHARLES R ROUTH MD

    DIRECTOR

    Total calculated
    $349,621
    From this org
    $0
    From related orgs
    $282,146
    Other
    $67,475
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,698 related
    Bonus
    $0 + $98,590 related
    Other
    $0 + $6,858 related
    Deferred
    $0 + $11,501 related
    Nontaxable benefits
    $0 + $55,974 related
    Filer's total
    $0 + $349,621 related

  • Dea Bell

    Director (Part Year)

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    2 + 4 related

  • DERRON L BISHOP PHD

    DIRECTOR

    Total calculated
    $8,000
    From this org
    $0
    From related orgs
    $8,000
    Other
    $0
    Hours/week
    2 + 4 related

  • GEOFFREY S MEARNS JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • JOAN V CASTOR

    DIRECTOR

    Total calculated
    $703,354
    From this org
    $0
    From related orgs
    $571,413
    Other
    $131,941
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,579 related
    Bonus
    $0 + $145,314 related
    Other
    $0 + $55,520 related
    Deferred
    $0 + $79,944 related
    Nontaxable benefits
    $0 + $51,997 related
    Filer's total
    $0 + $703,354 related

  • MICHAEL J FISHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 7 related

  • PATRICK A CLEARY MD

    DIRECTOR

    Total calculated
    $8,000
    From this org
    $0
    From related orgs
    $8,000
    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
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    2 + 4 related

  • JONATHAN W VANATOR

    CFO (ECR)

    Total calculated
    $454,986
    From this org
    $0
    From related orgs
    $387,519
    Other
    $67,467
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,963 related
    Bonus
    $0 + $59,746 related
    Other
    $0 + $810 related
    Deferred
    $0 + $12,328 related
    Nontaxable benefits
    $0 + $55,139 related
    Filer's total
    $0 + $454,986 related

  • MICHELLE R ALTOBELLA

    VP-General Counsel, Asst Secretary (ECR)

    Total calculated
    $309,878
    From this org
    $0
    From related orgs
    $259,376
    Other
    $50,502
    Hours/week
    0 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,260 related
    Bonus
    $0 + $25,917 related
    Other
    $0 + $1,199 related
    Deferred
    $0 + $10,683 related
    Nontaxable benefits
    $0 + $39,818 related
    Filer's total
    $0 + $309,877 related

  • BRIAN REED

    VP-HUMAN RESOURCES (ECR)

    Total calculated
    $260,965
    From this org
    $0
    From related orgs
    $200,039
    Other
    $60,926
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,352 related
    Bonus
    $0 + $20,328 related
    Other
    $0 + $359 related
    Deferred
    $0 + $8,421 related
    Nontaxable benefits
    $0 + $52,504 related
    Filer's total
    $0 + $260,965 related

  • KREIGH COOK

    COO (ECR) (Part Year)

    Total calculated
    $267,600
    From this org
    $0
    From related orgs
    $230,105
    Other
    $37,495
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $186,851 related
    Bonus
    $0 + $15,839 related
    Other
    $0 + $27,415 related
    Deferred
    $0 + $9,407 related
    Nontaxable benefits
    $0 + $28,088 related
    Filer's total
    $0 + $267,600 related

  • LORI A LUTHER

    COO (ECR) (Part Year)

    Total calculated
    $441,211
    From this org
    $0
    From related orgs
    $379,246
    Other
    $61,965
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,929 related
    Bonus
    $0 + $52,515 related
    Other
    $0 + $5,803 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $48,765 related
    Filer's total
    $0 + $441,211 related

  • MELISSA R HICKS

    VP & CNO (ECR)

    Total calculated
    $326,238
    From this org
    $0
    From related orgs
    $272,051
    Other
    $54,187
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,948 related
    Bonus
    $0 + $35,631 related
    Other
    $0 + $472 related
    Deferred
    $0 + $11,139 related
    Nontaxable benefits
    $0 + $43,048 related
    Filer's total
    $0 + $326,238 related

  • RYAN M JOHNSTON MD

    VP & CMO (ECR)

    Total calculated
    $518,672
    From this org
    $0
    From related orgs
    $441,485
    Other
    $77,187
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $384,347 related
    Bonus
    $0 + $55,896 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $63,987 related
    Filer's total
    $0 + $518,672 related

  • HELEN A BORGENHEIMER MD

    PHYSICIAN

    Total calculated
    $329,519
    From this org
    $265,618
    From related orgs
    $4,000
    Other
    $59,901
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $175,930 + $2,670 related
    Bonus
    $86,176 + $1,278 related
    Other
    $3,512 + $52 related
    Deferred
    $8,694 + $129 related
    Nontaxable benefits
    $50,331 + $747 related
    Filer's total
    $324,644 + $4,876 related

  • JAN BLAKE MCMILLAN

    VP - CNO - BLACKFORD HOSP

    Total calculated
    $223,967
    From this org
    $164,786
    From related orgs
    $12,004
    Other
    $47,177
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $137,296 + $9,988 related
    Bonus
    $26,821 + $1,966 related
    Other
    $669 + $49 related
    Deferred
    $6,830 + $501 related
    Nontaxable benefits
    $37,125 + $2,722 related
    Filer's total
    $208,741 + $15,226 related

  • MONICA R GAITHER

    Supervisor-House

    Total calculated
    $209,079
    From this org
    $158,740
    From related orgs
    $29,258
    Other
    $21,081
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $90,986 + $17,030 related
    Bonus
    $8,732 + $1,576 related
    Other
    $59,023 + $10,653 related
    Deferred
    $4,380 + $791 related
    Nontaxable benefits
    $13,477 + $2,432 related
    Filer's total
    $176,598 + $32,481 related

  • THOMAS D STEWART MD

    PHYSICIAN

    Total calculated
    $448,877
    From this org
    $330,745
    From related orgs
    $42,124
    Other
    $76,008
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $232,072 + $29,956 related
    Bonus
    $92,567 + $11,415 related
    Other
    $6,105 + $753 related
    Deferred
    $10,264 + $1,266 related
    Nontaxable benefits
    $57,399 + $7,078 related
    Filer's total
    $398,409 + $50,467 related

  • THOMAS M LEE MD

    PHYSICIAN

    Total calculated
    $385,859
    From this org
    $319,083
    From related orgs
    $0
    Other
    $66,776
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $184,936
    Bonus
    $123,023
    Other
    $11,124
    Deferred
    $12,721
    Nontaxable benefits
    $54,055
    Filer's total
    $385,859

  • KEVIN W SCHREIBER MD

    FORMER HIGHEST COMPENSATED EMPLOYEE

    Total calculated
    $477,182
    From this org
    $0
    From related orgs
    $405,497
    Other
    $71,685
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $288,975 related
    Bonus
    $0 + $115,712 related
    Other
    $0 + $810 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $58,485 related
    Filer's total
    $0 + $477,182 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 BLACKFORD'S REGIONAL PRESIDENT / PRESIDENT (PART YEAR), JEFFREY C. BIRD, IS EMPLOYED BY IU HEALTH, INC. IU HEALTH BLACKFORD'S PRESIDENT (PART YEAR), DAVID W. HYATT, WAS EMPLOYED BY IU HEALTH BALL MEMORIAL HOSPITAL. 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: JEFFREY C. BIRD: $102,766 JOAN V. CASTOR: $52,216
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

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
202413179349306316

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.