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Nonprofiteer
← INDIANA UNIVERSITY HEALTH BLOOMINGON INC

Form 990 for tax year 2023

Filed by INDIANA UNIVERSITY HEALTH BLOOMINGON INC.

Totals

Total revenue
$772,996,782
Total expenses
$779,648,435
Contributions and grants received
$9,245,311
Grants paid
$1,162,839
Program services expenses (Part IX)
$745,096,830
Management and general expenses
$34,551,605
Fundraising expenses
$0
Program service expenses (Part III)
$745,096,830

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

Listed in Part VII

  • BRIAN T SHOCKNEY

    PRESIDENT (SCR) (Part Year)/SVP System Regional Operations

    Total calculated
    $1,247,272
    From this org
    $0
    From related orgs
    $1,036,225
    Other
    $211,047
    Hours/week
    15 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $721,623 related
    Bonus
    $0 + $270,916 related
    Other
    $0 + $43,686 related
    Deferred
    $0 + $145,015 related
    Nontaxable benefits
    $0 + $66,031 related
    Filer's total
    $0 + $1,247,272 related

  • JACK A KENWORTHY

    DIRECTOR/CHAIR

    Total calculated
    $7,500
    From this org
    $0
    From related orgs
    $7,500
    Other
    $0
    Hours/week
    2 + 4 related

  • JOHN SPARZO MD

    Director (Part Year)/President (Part Year)/VP-CMO (SCR)

    Total calculated
    $538,748
    From this org
    $473,018
    From related orgs
    $0
    Other
    $65,730
    Hours/week
    25 + 30 related

    Schedule J breakdown matched by us

    Base
    $411,709
    Bonus
    $59,165
    Other
    $2,143
    Deferred
    $13,671
    Nontaxable benefits
    $52,059
    Filer's total
    $538,748

  • JOYCE B POLING

    DIRECTOR/SECRETARY

    Total calculated
    $3,000
    From this org
    $0
    From related orgs
    $3,000
    Other
    $0
    Hours/week
    2 + 4 related

  • JULIE MINTON

    DIRECTOR/Treasurer

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

  • RICHARD G HENDRICKSON

    DIRECTOR/Vice Chair

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

  • CORINNA REPETTO MD

    Director

    Total calculated
    $460,138
    From this org
    $380,967
    From related orgs
    $0
    Other
    $79,171
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $342,524
    Bonus
    $34,879
    Other
    $3,564
    Deferred
    $13,200
    Nontaxable benefits
    $65,971
    Filer's total
    $460,138

  • DANIEL J PETERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • HOJJAT M SHAMLOO MD

    DIRECTOR

    Total calculated
    $729,452
    From this org
    $649,685
    From related orgs
    $0
    Other
    $79,767
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $544,059
    Bonus
    $102,062
    Other
    $3,564
    Deferred
    $14,555
    Nontaxable benefits
    $65,211
    Filer's total
    $729,452

  • JAMES J LAUGHLIN MD

    DIRECTOR

    Total calculated
    $219,390
    From this org
    $203,139
    From related orgs
    $0
    Other
    $16,251
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $188,230
    Bonus
    $14,910
    Other
    $0
    Deferred
    $8,126
    Nontaxable benefits
    $8,126
    Filer's total
    $219,391

  • 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

  • KEVIN B GEBKE MD

    DIRECTOR

    Total calculated
    $797,550
    From this org
    $0
    From related orgs
    $653,475
    Other
    $144,075
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $576,771 related
    Bonus
    $0 + $73,353 related
    Other
    $0 + $3,351 related
    Deferred
    $0 + $114,073 related
    Nontaxable benefits
    $0 + $30,002 related
    Filer's total
    $0 + $797,550 related

  • LYNN H COYNE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Mohan Shenoy MD

    Director

    Total calculated
    $864,193
    From this org
    $794,400
    From related orgs
    $0
    Other
    $69,793
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $516,917
    Bonus
    $256,519
    Other
    $20,964
    Deferred
    $13,200
    Nontaxable benefits
    $56,593
    Filer's total
    $864,193

  • VANESSA MCCLARY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • MICHAEL L CRAIG

    VP & CFO (SCR)

    Total calculated
    $400,349
    From this org
    $0
    From related orgs
    $333,908
    Other
    $66,441
    Hours/week
    30 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,606 related
    Bonus
    $0 + $38,738 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $53,241 related
    Filer's total
    $0 + $400,348 related

  • ALAN W BIGGS

    VP & COO (SCR)

    Total calculated
    $367,712
    From this org
    $314,970
    From related orgs
    $0
    Other
    $52,742
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $276,239
    Bonus
    $36,409
    Other
    $2,322
    Deferred
    $12,686
    Nontaxable benefits
    $40,056
    Filer's total
    $367,712

  • Brechin Newby MD

    Chief Physician Executive (SCR)

    Total calculated
    $468,897
    From this org
    $442,811
    From related orgs
    $0
    Other
    $26,086
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $408,104
    Bonus
    $34,167
    Other
    $540
    Deferred
    $13,043
    Nontaxable benefits
    $13,043
    Filer's total
    $468,897

  • BRUCE R WADE

    VP - HUMAN RESOURCES (SCR)

    Total calculated
    $313,355
    From this org
    $0
    From related orgs
    $245,476
    Other
    $67,879
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,265 related
    Bonus
    $0 + $31,042 related
    Other
    $0 + $3,169 related
    Deferred
    $0 + $9,856 related
    Nontaxable benefits
    $0 + $58,023 related
    Filer's total
    $0 + $313,355 related

  • CYNTHIA R HERRINGTON

    VP & CNO (SCR)

    Total calculated
    $356,588
    From this org
    $309,541
    From related orgs
    $0
    Other
    $47,047
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $271,014
    Bonus
    $36,206
    Other
    $2,322
    Deferred
    $6,897
    Nontaxable benefits
    $40,150
    Filer's total
    $356,588

  • BRET J SPIER MD

    PHYSICIAN

    Total calculated
    $1,074,615
    From this org
    $1,027,690
    From related orgs
    $0
    Other
    $46,925
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $590,450
    Bonus
    $436,430
    Other
    $810
    Deferred
    $13,200
    Nontaxable benefits
    $33,725
    Filer's total
    $1,074,615

  • Bryan E McDonnell MD

    Physician

    Total calculated
    $1,170,707
    From this org
    $1,096,661
    From related orgs
    $0
    Other
    $74,046
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,031,201
    Bonus
    $60,778
    Other
    $4,682
    Deferred
    $13,200
    Nontaxable benefits
    $60,846
    Filer's total
    $1,170,707

  • BRYAN JACOB WOHLFELD MD

    PHYSICIAN

    Total calculated
    $1,033,518
    From this org
    $964,546
    From related orgs
    $0
    Other
    $68,972
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $870,344
    Bonus
    $92,165
    Other
    $2,037
    Deferred
    $13,200
    Nontaxable benefits
    $55,772
    Filer's total
    $1,033,518

  • JASON VOORHIES MD

    PHYSICIAN

    Total calculated
    $1,136,212
    From this org
    $1,066,591
    From related orgs
    $0
    Other
    $69,621
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $869,704
    Bonus
    $196,078
    Other
    $810
    Deferred
    $13,200
    Nontaxable benefits
    $56,421
    Filer's total
    $1,136,212

  • TODD EADS MD

    PHYSICIAN

    Total calculated
    $1,147,604
    From this org
    $1,083,991
    From related orgs
    $0
    Other
    $63,613
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $588,515
    Bonus
    $494,667
    Other
    $810
    Deferred
    $13,200
    Nontaxable benefits
    $50,413
    Filer's total
    $1,147,605

  • DEREK B FIELDS

    FORMER KEY EMPLOYEE

    Total calculated
    $255,558
    From this org
    $225,553
    From related orgs
    $0
    Other
    $30,005
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $195,402
    Bonus
    $18,800
    Other
    $11,351
    Deferred
    $9,190
    Nontaxable benefits
    $20,815
    Filer's total
    $255,558

  • LARRY R BAILEY

    FORMER KEY EMPLOYEE

    Total calculated
    $356,265
    From this org
    $0
    From related orgs
    $290,094
    Other
    $66,171
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,745 related
    Bonus
    $0 + $34,785 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $11,825 related
    Nontaxable benefits
    $0 + $54,345 related
    Filer's total
    $0 + $356,264 related

  • PAUL M CALKINS MD

    FORMER KEY EMPLOYEE

    Total calculated
    $634,457
    From this org
    $0
    From related orgs
    $571,987
    Other
    $62,470
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $511,890 related
    Bonus
    $0 + $53,240 related
    Other
    $0 + $6,858 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $49,270 related
    Filer's total
    $0 + $634,457 related

  • WENDY S HERNANDEZ

    FORMER KEY EMPLOYEE

    Total calculated
    $345,654
    From this org
    $0
    From related orgs
    $284,478
    Other
    $61,176
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,496 related
    Bonus
    $0 + $27,660 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $9,432 related
    Nontaxable benefits
    $0 + $51,744 related
    Filer's total
    $0 + $345,654 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'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 4b Supplemental nonqualified retirement plan
BRIAN SHOCKNEY AND KEVIN GEBKE 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 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: - BRIAN SHOCKNEY $38,055
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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202443179349305999

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