Skip to content
Nonprofiteer
← INDIANA UNIVERSITY HEALTH INC

Form 990 for tax year 2024

Filed by INDIANA UNIVERSITY HEALTH INC.

Totals

Total revenue
$6,079,560,656
Total expenses
$5,349,167,108
Contributions and grants received
$44,119,616
Grants paid
$76,055,009
Program services expenses (Part IX)
$5,098,655,579
Management and general expenses
$250,511,529
Fundraising expenses
$0
Program service expenses (Part III)
$5,098,655,579

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

  • BISHOP JULIUS C TRIMBLE

    Director/Vice-Chair (Part Year)

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • BISHOP TRACY S MALONE

    Director/Vice-Chair (Part Year)

    Total calculated
    $8,750
    From this org
    $8,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • DENNIS M MURPHY

    DIRECTOR/PRESIDENT & CEO

    Total calculated
    $5,720,461
    From this org
    $4,720,244
    From related orgs
    $0
    Other
    $1,000,217
    Hours/week
    60 + 1 related

    Schedule J breakdown matched by us

    Base
    $2,100,546
    Bonus
    $1,822,571
    Other
    $797,127
    Deferred
    $939,516
    Nontaxable benefits
    $60,701
    Filer's total
    $5,720,461

  • PAMELA WHITTEN

    DIRECTOR/VICE-CHAIR

    Total calculated
    $0
    Hours/week
    6

  • THOMAS V EASTERDAY

    BOARD CHAIR/DIRECTOR

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • ALICIA D MONROE MD

    DIRECTOR

    Total calculated
    $35,625
    From this org
    $35,625
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • JAMES A DAVLIN V

    DIRECTOR

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6 + 1 related

  • JAY L HESS MD

    DIRECTOR

    Total calculated
    $46,500
    From this org
    $46,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6 + 6 related

  • JEFFREY A HARRISON

    DIRECTOR

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • JEFFREY N SIMMONS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • KRISTIN MAYS-CORBITT

    DIRECTOR

    Total calculated
    $28,125
    From this org
    $28,125
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • KYLE L GRAZIER

    DIRECTOR

    Total calculated
    $43,750
    From this org
    $43,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • LARRY H STEVENS MD

    DIRECTOR

    Total calculated
    $741,446
    From this org
    $43,500
    From related orgs
    $653,646
    Other
    $44,300
    Hours/week
    6 + 49 related

    Schedule J breakdown matched by us

    Base
    $43,500 + $486,039 related
    Bonus
    $0 + $64,815 related
    Other
    $0 + $102,792 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $30,500 related
    Filer's total
    $43,500 + $697,946 related

  • MAUREEN BISOGNANO

    DIRECTOR

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • QUINN BUCKNER

    DIRECTOR

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • ROBERT A PALMER

    DIRECTOR

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • ERIN R LEWIS

    Secretary/EVP/CAO & Gen. Counsel

    Total calculated
    $1,706,038
    From this org
    $1,465,223
    From related orgs
    $0
    Other
    $240,815
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $945,715
    Bonus
    $400,117
    Other
    $119,391
    Deferred
    $189,043
    Nontaxable benefits
    $51,772
    Filer's total
    $1,706,038

  • JENNIFER M ALVEY

    TREASURER/SVP & CFO

    Total calculated
    $2,092,865
    From this org
    $1,820,915
    From related orgs
    $0
    Other
    $271,950
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,155,318
    Bonus
    $501,519
    Other
    $164,078
    Deferred
    $211,251
    Nontaxable benefits
    $60,699
    Filer's total
    $2,092,865

  • DAVID A INGRAM MD

    EVP & CME

    Total calculated
    $1,744,226
    From this org
    $0
    From related orgs
    $1,515,736
    Other
    $228,490
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $895,956 related
    Bonus
    $0 + $473,130 related
    Other
    $0 + $146,650 related
    Deferred
    $0 + $197,990 related
    Nontaxable benefits
    $0 + $30,500 related
    Filer's total
    $0 + $1,744,226 related

  • GIL PERI

    President (Riley)

    Total calculated
    $1,091,496
    From this org
    $1,037,420
    From related orgs
    $0
    Other
    $54,076
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $234,103
    Bonus
    $235,992
    Other
    $567,325
    Deferred
    $13,208
    Nontaxable benefits
    $40,868
    Filer's total
    $1,091,496

  • JASON H GILBERT RN

    EVP & CNE

    Total calculated
    $1,177,255
    From this org
    $972,595
    From related orgs
    $0
    Other
    $204,660
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $629,398
    Bonus
    $340,758
    Other
    $2,439
    Deferred
    $146,457
    Nontaxable benefits
    $58,203
    Filer's total
    $1,177,255

  • RONALD L STIVER

    SVP System Healthcare Operations

    Total calculated
    $1,740,650
    From this org
    $1,526,456
    From related orgs
    $0
    Other
    $214,194
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $767,600
    Bonus
    $378,209
    Other
    $380,647
    Deferred
    $150,495
    Nontaxable benefits
    $63,699
    Filer's total
    $1,740,650

  • RYAN D NAGY MD

    PRESIDENT (AAHC)

    Total calculated
    $1,584,035
    From this org
    $0
    From related orgs
    $1,404,883
    Other
    $179,152
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $771,644 related
    Bonus
    $0 + $420,130 related
    Other
    $0 + $213,109 related
    Deferred
    $0 + $155,784 related
    Nontaxable benefits
    $0 + $23,368 related
    Filer's total
    $0 + $1,584,035 related

  • BRIAN T SHOCKNEY

    SVP System Regional Operations

    Total calculated
    $1,556,074
    From this org
    $1,330,269
    From related orgs
    $0
    Other
    $225,805
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $858,567
    Bonus
    $378,478
    Other
    $93,224
    Deferred
    $163,560
    Nontaxable benefits
    $62,245
    Filer's total
    $1,556,074

  • JEFFREY C BIRD MD

    PRESIDENT (ECR)

    Total calculated
    $1,181,445
    From this org
    $1,005,128
    From related orgs
    $0
    Other
    $176,317
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $615,805
    Bonus
    $259,543
    Other
    $129,780
    Deferred
    $123,960
    Nontaxable benefits
    $52,357
    Filer's total
    $1,181,445

  • JOSEPH MEYER

    SVP System Operations

    Total calculated
    $1,544,179
    From this org
    $1,411,253
    From related orgs
    $0
    Other
    $132,926
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $499,508
    Bonus
    $265,240
    Other
    $646,505
    Deferred
    $102,253
    Nontaxable benefits
    $30,673
    Filer's total
    $1,544,179

  • KENNETH D PUCKETT

    SVP - Enterprise Growth and Activation

    Total calculated
    $1,194,795
    From this org
    $1,000,489
    From related orgs
    $0
    Other
    $194,306
    Hours/week
    20 + 35 related

    Schedule J breakdown matched by us

    Base
    $631,564
    Bonus
    $258,569
    Other
    $110,356
    Deferred
    $128,220
    Nontaxable benefits
    $66,086
    Filer's total
    $1,194,795

  • NICOLE PAULK

    SVP Chief Strategy Officer

    Total calculated
    $1,226,011
    From this org
    $1,029,348
    From related orgs
    $0
    Other
    $196,663
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $725,771
    Bonus
    $297,946
    Other
    $5,631
    Deferred
    $142,320
    Nontaxable benefits
    $54,343
    Filer's total
    $1,226,011

  • MICHELLE A JANNEY RN

    FORMER KEY EMPLOYEE

    Total calculated
    $694,690
    From this org
    $688,731
    From related orgs
    $0
    Other
    $5,959
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $45,838
    Bonus
    $642,893
    Other
    $0
    Deferred
    $1,834
    Nontaxable benefits
    $4,125
    Filer's total
    $694,690

  • PAUL M CALKINS MD

    FORMER KEY EMPLOYEE

    Total calculated
    $408,179
    From this org
    $355,971
    From related orgs
    $0
    Other
    $52,208
    Hours/week
    25 + 30 related

    Schedule J breakdown matched by us

    Base
    $276,784
    Bonus
    $75,758
    Other
    $3,429
    Deferred
    $11,833
    Nontaxable benefits
    $40,375
    Filer's total
    $408,179

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 · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 1a Tax indemnification and gross-up payments
Tax gross ups were provided to one director/officer and two highest compensated employees, listed on IU Health's Form 990. The tax gross ups were treated as taxable compensation.
Schedule J, Part I, Line 4a Severance or change-of-control payment
Gil Peri received severance payments of $569,703. Joseph Meyer received severance payments of $592,400.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
DENNIS M. MURPHY, JENNIFER M. ALVEY, RONALD L. STIVER, DAVID A. INGRAM, M.D., ERIN R. LEWIS, JOSEPH F. MEYER, RYAN D. NAGY, M.D., BRIAN T. SHOCKNEY, GIL PERI, KENNETH D. PUCKETT, JEFFREY C. BIRD, M.D., JASON H. GILBERT, R.N., AND MICHELLE A. JANNEY, R.N., PARTICIPATE 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. 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: - DENNIS M. MURPHY: $776,247 - JENNIFER M. ALVEY: $158,657 - RONALD L. STIVER: $377.296 - DAVID INGRAM, M.D.: $141,019 - ERIN R. LEWIS: $116,040 - JOSEPH F. MEYER: $377,296 - RYAN D. NAGY, M.D.: $210,670 - BRIAN T. SHOCKNEY: $87,593 - KENNETH D. PUCKETT: $100,855 - JEFFREY C. BIRD M.D.: $114,573 DENNIS M. MURPHY HAS A RETENTION AGREEMENT WHICH WAS SIGNED IN 2019. THE ANTICIPATED VESTING AND PAYOUT DATE OF THE RETENTION BONUS IS 1/1/2025.
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

The 10 largest by cash amount. The API serves every itemized grant.

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
2024
Filed
16 November 2025
IRS schema version
2024v5.1
Source object
202523209349300732

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.