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Nonprofiteer
← INDIANA UNIVERSITY HEALTH BLOOMINGON INC

Form 990 for tax year 2022

Filed by INDIANA UNIVERSITY HEALTH BLOOMINGON INC.

Totals

Total revenue
$705,118,442
Total expenses
$750,090,037
Contributions and grants received
$13,509,224
Grants paid
$1,245,061
Program service revenue
$688,682,109
Investment income
$1,561,228
Other revenue
$1,365,881
Total assets, end of year
$894,799,494
Total liabilities, end of year
$158,170,668
Net assets or fund balances, end of year
$736,628,826
Program services expenses (Part IX)
$716,998,031
Management and general expenses
$33,092,006
Fundraising expenses
$0
Program service expenses (Part III)
$716,998,031

Program services were 95.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $6,438,111

  • 1e · Government grants (contributions)

    $6,975,674

  • 1f · All other contributions, gifts and grants

    $95,439

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $675,034,907 · related or exempt $675,034,907

  • 2b · Program service revenue: SHARED SERVICES

    total $8,810,902 · related or exempt $8,810,902

  • 2c · Program service revenue: PHARMACY

    total $3,488,019 · related or exempt $3,187,994 · unrelated business $300,025

  • 2d · Program service revenue: INCOME (LOSS) FROM PASS-THROUGH ENTITIES

    total $1,316,392 · related or exempt $1,316,392

  • 2e · Program service revenue: RENT FROM RELATED 501(C)(3) ORGS.

    total $31,889 · related or exempt $31,889

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $5,637,547 · excluded $5,637,547

  • 6a · Gross rents

    real property $727,993

  • 6c · Rental income or loss

    real property $727,993 · personal property $0

  • 6d · Net rental income or loss

    total $727,993 · excluded $727,993

  • 7a · Gross sales of assets other than inventory

    securities $48,225,813

  • 7b · Less cost or other basis and sales expenses

    securities $52,235,385 · other assets $66,748

  • 7c · Gain or loss

    securities -$4,009,572 · other assets -$66,748

  • 7d · Net gain or loss

    total -$4,076,319 · excluded -$4,076,319

  • 11a · Other revenue: EDUCATION

    total $37,156 · excluded $37,156

  • 11d · All other revenue

    total $600,732 · related or exempt $0 · unrelated business $0 · excluded $600,732

  • 11e · Other revenue, total

    $637,888

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,245,061 · program services $1,245,061

  • 5 · Compensation of officers, directors and key employees

    total $3,121,742 · program services $3,026,021 · management and general $95,721

  • 6 · Compensation of disqualified persons

    total $762,509 · program services $739,129 · management and general $23,380

  • 7 · Other salaries and wages

    total $292,290,969 · program services $283,328,578 · management and general $8,962,391

  • 8 · Pension plan contributions

    total $10,284,666 · program services $9,969,312 · management and general $315,354

  • 9 · Other employee benefits

    total $30,340,994 · program services $29,410,661 · management and general $930,333

  • 10 · Payroll taxes

    total $18,900,235 · program services $18,320,705 · management and general $579,530

  • 11d · Fees: lobbying

    total $18,566 · management and general $18,566

  • 11f · Fees: investment management

    total $399,460 · management and general $399,460

  • 11g · Fees: other

    total $172,622,953 · program services $161,659,797 · management and general $10,963,156 · fundraising $0

  • 12 · Advertising and promotion

    total $485,265 · management and general $485,265

  • 13 · Office expenses

    total $177,734 · program services $166,446 · management and general $11,288

  • 16 · Occupancy

    total $21,077,369 · program services $21,077,369

  • 17 · Travel

    total $373,089 · program services $349,394 · management and general $23,695

  • 19 · Conferences, conventions and meetings

    total $5,595 · program services $5,240 · management and general $355

  • 22 · Depreciation, depletion and amortization

    total $33,204,184 · program services $31,364,364 · management and general $1,839,820

  • 23 · Insurance

    total $6,019,593 · management and general $6,019,593

  • 24a · Other expenses: DRUGS AND MEDICAL SUPPLIES

    total $108,412,254 · program services $108,412,254

  • 24b · Other expenses: BAD DEBT

    total $14,263,822 · program services $14,263,822

  • 24c · Other expenses: Noncapitalized Equipment

    total $3,884,168 · program services $1,942,084 · management and general $1,942,084

  • 24d · Other expenses: Education and Research Support

    total $502,961 · program services $502,961

  • 24e · All other expenses

    total $31,696,848 · program services $31,214,833 · management and general $482,015 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $3,141,029 · end of year $2,712,996

  • 3 · Pledges and grants receivable

    beginning of year $869,967 · end of year $3,646,693

  • 4 · Accounts receivable

    beginning of year $70,275,757 · end of year $66,881,733

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $2,167,586 · end of year $2,656,607

  • 8 · Inventories for sale or use

    beginning of year $13,980,782 · end of year $11,231,299

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,876,337 · end of year $12,470,612

  • 10a · Land, buildings and equipment: cost or other basis

    $800,658,522

  • 10b · Land, buildings and equipment: accumulated depreciation

    $240,574,967

  • 10c · Land, buildings and equipment, net

    beginning of year $565,217,674 · end of year $560,083,555

  • 11 · Investments: publicly traded securities

    beginning of year $233,216,822 · end of year $212,684,570

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $1,093,144 · end of year $1,386,238

  • 14 · Intangible assets

    beginning of year $6,185,521 · end of year $5,439,473

  • 15 · Other assets

    beginning of year $83,941,718 · end of year $15,605,718

  • 17 · Accounts payable and accrued expenses

    beginning of year $158,944,475 · end of year $121,440,173

  • 19 · Deferred revenue

    beginning of year $1,500,000 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $27,051,136 · end of year $36,730,495

  • 27 · Net assets without donor restrictions

    beginning of year $803,470,726 · end of year $736,628,826

  • 28 · Net assets with donor restrictions

    beginning of year $0

Mission and programs · 2022

Mission

Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.

  • INDIANA UNIVERSITY HEALTH BLOOMINGTON, INC. ("IU HEALTH BLOOMINGTON") IS A 185-BED FULL SERVICE HOSPITAL THAT OFFERS A BROAD RANGE OF SERVICES TO CARE FOR ITS PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. BASED UPON THE VALUES OF TRUST, EXCELLENCE, ACCOUNTABILITY, AND MUTUAL RESPECT, IU HEALTH BLOOMINGTON ENHANCES THE HEALTH OF ITS PATIENTS AND COMMUNITY IN SOUTH-CENTRAL INDIANA BY ADVANCING THE ART AND SCIENCE OF MEDICINE THROUGH THE USE OF NEW TECHNOLOGIES, PROCEDURES, AND CARE.

    Expenses $702,789,710 · Grants $1,245,061 · Revenue $675,034,907

  • IU Health Bloomington provides services to related tax-exempt organizations and one related government entity. IU Health entities facilitates efforts and shared services on behalf of and for the benefit of IU Health and its affiliates, certain costs related to providing these shared services are allocated out or charged to the affiliates. Facilitating these efforts and services allows IU Health and its affiliates to better carry out their exempt functions by reducing costs, having standardized practices and procedures, and creating economies of scale.

    Expenses $9,173,172 · Revenue $8,810,902

  • Our network of pharmacies offers the ease of "one-stop" shopping. With services designed to meet your needs, we will provide expert care and help patients make the best use of their medications.

    Expenses $3,631,432 · Revenue $3,488,019

  • Income (Loss) from Pass-Through Entities (900099)

    Expenses $1,370,517 · Revenue $1,316,392

  • Rent from Related 501(c)(3) Organization.

    Expenses $33,200 · Revenue $31,889

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

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
    33 + 22 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

  • Daniel J Peterson

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Jack A Kenworthy

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Joyce B Poling

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Blake A Dye

    DIRECTOR (PART YEAR)

    Total calculated
    $924,472
    From this org
    $0
    From related orgs
    $873,979
    Other
    $50,493
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,453 related
    Bonus
    $0 + $223,938 related
    Other
    $0 + $347,589 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $38,293 related
    Filer's total
    $0 + $924,472 related

  • Corinna Repetto MD

    Director

    Total calculated
    $479,714
    From this org
    $403,218
    From related orgs
    $0
    Other
    $76,496
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $323,009
    Bonus
    $56,145
    Other
    $24,064
    Deferred
    $12,200
    Nontaxable benefits
    $64,296
    Filer's total
    $479,715

  • Hojjat M Shamloo MD

    DIRECTOR

    Total calculated
    $728,928
    From this org
    $654,432
    From related orgs
    $0
    Other
    $74,496
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $412,475
    Bonus
    $217,894
    Other
    $24,064
    Deferred
    $12,200
    Nontaxable benefits
    $62,296
    Filer's total
    $728,929

  • James J Laughlin MD

    DIRECTOR

    Total calculated
    $293,312
    From this org
    $270,773
    From related orgs
    $0
    Other
    $22,539
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $222,806
    Bonus
    $44,117
    Other
    $3,851
    Deferred
    $10,677
    Nontaxable benefits
    $11,862
    Filer's total
    $293,311

  • James Ridge MD

    DIRECTOR

    Total calculated
    $48,000
    From this org
    $0
    From related orgs
    $48,000
    Other
    $0
    Hours/week
    2 + 14 related

  • Janet Farlow Perry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Julie Minton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Kevin B Gebke MD

    DIRECTOR (PART YEAR)

    Total calculated
    $562,950
    From this org
    $0
    From related orgs
    $488,828
    Other
    $74,122
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $425,073 related
    Bonus
    $0 + $61,659 related
    Other
    $0 + $2,096 related
    Deferred
    $0 + $47,122 related
    Nontaxable benefits
    $0 + $27,000 related
    Filer's total
    $0 + $562,951 related

  • Lynn H Coyne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Mohan Shenoy MD

    Director

    Total calculated
    $701,855
    From this org
    $640,491
    From related orgs
    $0
    Other
    $61,364
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $468,260
    Bonus
    $92,185
    Other
    $80,045
    Deferred
    $12,200
    Nontaxable benefits
    $49,164
    Filer's total
    $701,855

  • Richard G Hendrickson

    DIRECTOR

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

  • Vanessa McClary

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Michael L Craig

    VP & CFO (SCR)

    Total calculated
    $378,875
    From this org
    $0
    From related orgs
    $320,370
    Other
    $58,505
    Hours/week
    30 + 25 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

  • Alan W Biggs

    COO (SCR)

    Total calculated
    $360,835
    From this org
    $310,622
    From related orgs
    $0
    Other
    $50,213
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $269,604
    Bonus
    $36,076
    Other
    $4,942
    Deferred
    $12,903
    Nontaxable benefits
    $37,310
    Filer's total
    $360,835

  • Bruce R Wade

    VP - HUMAN RESOURCES (SCR)

    Total calculated
    $288,096
    From this org
    $0
    From related orgs
    $233,705
    Other
    $54,391
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $189,323 related
    Bonus
    $0 + $20,771 related
    Other
    $0 + $23,611 related
    Deferred
    $0 + $9,537 related
    Nontaxable benefits
    $0 + $44,854 related
    Filer's total
    $0 + $288,096 related

  • Cynthia R Herrington

    VP & CNO (SCR)

    Total calculated
    $344,243
    From this org
    $295,235
    From related orgs
    $0
    Other
    $49,008
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $249,185
    Bonus
    $25,372
    Other
    $20,678
    Deferred
    $11,646
    Nontaxable benefits
    $37,361
    Filer's total
    $344,243

  • John Sparzo MD

    VP-CMO (SCR) (Part Year)

    Total calculated
    $212,855
    From this org
    $190,997
    From related orgs
    $0
    Other
    $21,858
    Hours/week
    10 + 20 related

    Schedule J breakdown matched by us

    Base
    $148,132
    Bonus
    $35,000
    Other
    $7,865
    Deferred
    $7,862
    Nontaxable benefits
    $13,996
    Filer's total
    $212,855

  • Paul M Calkins MD

    VP & CMO (SCR)(Part Year)

    Total calculated
    $610,952
    From this org
    $0
    From related orgs
    $550,676
    Other
    $60,276
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $471,446 related
    Bonus
    $0 + $42,413 related
    Other
    $0 + $36,818 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $48,076 related
    Filer's total
    $0 + $610,952 related

  • Bret J Spier MD

    PHYSICIAN

    Total calculated
    $910,191
    From this org
    $869,554
    From related orgs
    $0
    Other
    $40,637
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $574,207
    Bonus
    $275,037
    Other
    $20,310
    Deferred
    $12,200
    Nontaxable benefits
    $28,437
    Filer's total
    $910,191

  • Bryan Jacob Wohlfeld MD

    PHYSICIAN

    Total calculated
    $979,789
    From this org
    $912,487
    From related orgs
    $0
    Other
    $67,302
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $847,333
    Bonus
    $27,884
    Other
    $37,269
    Deferred
    $12,200
    Nontaxable benefits
    $55,102
    Filer's total
    $979,789

  • Fred Y Wu MD

    PHYSICIAN

    Total calculated
    $874,777
    From this org
    $842,077
    From related orgs
    $0
    Other
    $32,700
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $498,000
    Bonus
    $344,077
    Other
    $0
    Deferred
    $12,200
    Nontaxable benefits
    $20,500
    Filer's total
    $874,777

  • Jason Voorhies MD

    PHYSICIAN

    Total calculated
    $960,501
    From this org
    $896,219
    From related orgs
    $0
    Other
    $64,282
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $851,349
    Bonus
    $23,830
    Other
    $21,040
    Deferred
    $12,200
    Nontaxable benefits
    $52,082
    Filer's total
    $960,501

  • Todd Eads MD

    PHYSICIAN

    Total calculated
    $1,185,948
    From this org
    $1,119,178
    From related orgs
    $0
    Other
    $66,770
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $569,456
    Bonus
    $526,682
    Other
    $23,040
    Deferred
    $12,200
    Nontaxable benefits
    $54,570
    Filer's total
    $1,185,947

  • Derek B Fields

    FORMER KEY EMPLOYEE

    Total calculated
    $245,159
    From this org
    $218,002
    From related orgs
    $0
    Other
    $27,157
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $192,082
    Bonus
    $19,861
    Other
    $6,059
    Deferred
    $9,159
    Nontaxable benefits
    $17,999
    Filer's total
    $245,159

  • Larry R Bailey

    FORMER KEY EMPLOYEE

    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

  • Wendy S Hernandez

    FORMER KEY EMPLOYEE

    Total calculated
    $344,023
    From this org
    $0
    From related orgs
    $277,950
    Other
    $66,073
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,502 related
    Bonus
    $0 + $31,206 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $12,790 related
    Nontaxable benefits
    $0 + $53,283 related
    Filer's total
    $0 + $344,023 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, 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

  • 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 3 Arrangement used to establish the top management official's compensation
IU HEALTH'S BLOOMINGTON'S REGIONAL PRESIDENT IS EMPLOYED BY IU HEALTH. 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 4a Severance or change-of-control payment
BLAKE DYE ENTERED INTO A SEVERANCE AGREEMENT WITH IU HEALTH, INC. DURING 2022. SEVERANCE OF $284,138 THAT WAS RECEIVED DURING 2022 IS INCLUDED IN COLUMN B(III), OTHER REPORTABLE COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
BRIAN T. SHOCKNEY, Kevin Gebke and Blake A. Dye 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. BRIAN T. SHOCKNEY and Kevin Gebke Have 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. THE FOLLOWING EXECUTIVE HAS AN AMOUNT INCLUDED IN COLUMN B (III), OTHER REPORTABLE COMPENSATION, REPRESENTING THE CURRENT YEAR VESTED AMOUNTS RECEIVED UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: - BLAKE DYE $55,819
Schedule J, Part I, Line 7 Non-fixed payments
AMOUNTS DISCLOSED IN COLUMN (II) INCLUDE INCENTIVES FOR CERTAIN EXECUTIVES. AS PART OF IU HEALTH BLOOMINGTON'S EXECUTIVE COMPENSATION PLAN, ANNUAL GOALS ARE SET FOR EACH MEMBER OF THE SENIOR LEADERSHIP GROUP WITH EACH MEMBERS' ANNUAL INCENTIVE DETERMINED UPON THE DEGREE OF SUCCESSFUL COMPLETION OF HIS OR HER SET GOALS. ANY INCENTIVE PAYOUTS ARE MADE IN THE FORM OF A LUMP SUM PAYMENT AND DO NOT AFFECT THE EXECUTIVE'S BASE PAY. ALTERNATIVELY, THE EXECUTIVE MAY ELECT TO DEFER ANY OR ALL OF THE INCENTIVE COMPENSATION THROUGH IU HEALTH BLOOMINGTON'S 457(F) PLAN, SUBJECT TO ANY PLAN RESTRICTIONS. ANY INCENTIVE AMOUNTS FOR THE PRESIDENT MUST RECEIVE APPROVAL FROM THE COMPENSATION COMMITTEE. ALL OTHER INCENTIVE AMOUNTS MUST RECEIVE APPROVAL FROM THE PRESIDENT AND THE COMPENSATION COMMITTEE.

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BLOOMINGTON ENDOSCOPY CENTER LLC

    HEALTHCARE · IN · income $6,430,531 · assets $9,236,398

    Directly controlled by IUHB

  • IU HEALTH SOUTHERN INDIANA PHYSICIANS LLC

    HEALTHCARE · IN · income $150,832,713 · assets -$139,073,185

    Directly controlled by IUHB

  • ORTHOPEDICS OF SOUTH CENTRAL INDIANA LL

    HEALTHCARE · IN · income $0 · assets $0

    Directly controlled by IUHSIP

  • SOUTHERN INDIANA PEDIATRICS LLC

    HEALTHCARE · IN · income $0 · assets $0

    Directly controlled by IUHSIP

Related partnerships

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

  • BELTWAY SURGERY CENTERS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • BOSC HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • BSC HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • HEALTH VENTURE MANAGEMENT LLC

    MANAGEMENT · IN

    Directly controlled by NA

  • IEC HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • INDIANA ENDOSCOPY CENTERS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • ROC SURGERY LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • ROCS HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • SENATE ST SURGERY CENTER LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • SSSC HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • BALL OUTPATIENT SUR CTR LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • IU Health Southwest Fort Wayne Ambulatory Surgery Center LLC

    Healthcare · IN

    Directly controlled by NA

  • IU Health Fort Wayne SW ASC Holdings LLC

    HEALTHCARE · IN

    Directly controlled by NA

Related corporations and trusts

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

  • CERBERUS RESIDENTIAL OPPORT INST LTD

    C Corporation · INVESTMENTS · CJ · controlled entity

    Directly controlled by NA

  • IU HEALTH 457(B) PLAN

    Trust · INVESTMENTS · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH ACO INC

    C Corporation · HEALTHCARE · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH BOARD DESIGNATED TRUST

    Trust · INVESTMENTS · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH PLANS INC

    C Corporation · HMO · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH RISK PURCHASING GROUP INC

    C Corporation · INSURANCE · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH RISK RETENTION GROUP INC

    C Corporation · INSURANCE · SC · controlled entity

    Directly controlled by NA

  • IUH ASSURANCE SPC LTD

    C Corporation · INSURANCE · CJ · controlled entity

    Directly controlled by NA

  • PROTEUO FUND LP

    C Corporation · INVESTMENTS · CJ · controlled entity

    Directly controlled by NA

  • BMH MEDICAL PAVILION ASSOCIATION INC

    C Corporation · CONDO MANAGEMENT · IN · controlled entity

    Directly controlled by NA

  • University Surgeons Inc

    C Corporation · Physician Services · IN · controlled entity

    Directly controlled by NA

  • Pediatric Surgical Associates Inc

    C Corporation · Physician Services · IN · controlled entity

    Directly controlled by NA

  • Cardiothoracic Surgeons Inc

    C Corporation · Physician Services · IN · controlled entity

    Directly controlled by NA

  • University Vascular Surgery Inc

    C Corporation · Physician Services · IN · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202333189349314083

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