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Nonprofiteer
← INDIANA UNIVERSITY HEALTH NORTH HOSPITAL INC

Form 990 for tax year 2023

Filed by INDIANA UNIVERSITY HEALTH NORTH HOSPITAL INC.

Totals

Total revenue
$487,188,764
Total expenses
$338,536,431
Contributions and grants received
$144,568
Grants paid
$185
Program services expenses (Part IX)
$326,398,140
Management and general expenses
$12,138,291
Fundraising expenses
$0
Program service expenses (Part III)
$326,398,140

Program services were 96.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KENNETH DOUG PUCKETT

    DIRECTOR / PRESIDENT (ISR)

    Total calculated
    $1,084,751
    From this org
    $0
    From related orgs
    $901,248
    Other
    $183,503
    Hours/week
    33 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $617,426 related
    Bonus
    $0 + $197,863 related
    Other
    $0 + $85,959 related
    Deferred
    $0 + $125,376 related
    Nontaxable benefits
    $0 + $58,127 related
    Filer's total
    $0 + $1,084,751 related

  • MARSHA A WURSTER

    DIRECTOR/CHAIR

    Total calculated
    $11,250
    From this org
    $0
    From related orgs
    $11,250
    Other
    $0
    Hours/week
    2 + 2 related

  • MICHELE M KAWIECKI

    Director/Vice Chair

    Total calculated
    $10,000
    From this org
    $0
    From related orgs
    $10,000
    Other
    $0
    Hours/week
    2 + 2 related

  • CHARLES E SCHALLIOL

    Director

    Total calculated
    $8,500
    From this org
    $0
    From related orgs
    $8,500
    Other
    $0
    Hours/week
    2 + 2 related

  • CLAUDIA J SOMES MD

    DIRECTOR

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

  • JAY L HESS MD

    DIRECTOR

    Total calculated
    $44,500
    From this org
    $0
    From related orgs
    $44,500
    Other
    $0
    Hours/week
    2 + 10 related

  • KEVIN L SMITH MD

    DIRECTOR (Part Year)

    Total calculated
    $618,398
    From this org
    $0
    From related orgs
    $582,698
    Other
    $35,700
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,124 related
    Bonus
    $0 + $57,057 related
    Other
    $0 + $32,517 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $22,500 related
    Filer's total
    $0 + $618,398 related

  • MARK R BENSON DO

    DIRECTOR (Part Year)

    Total calculated
    $3,750
    From this org
    $0
    From related orgs
    $3,750
    Other
    $0
    Hours/week
    2 + 2 related

  • MATT MURPHY

    DIRECTOR

    Total calculated
    $7,000
    From this org
    $0
    From related orgs
    $7,000
    Other
    $0
    Hours/week
    2 + 2 related

  • MEGAN CRITTENDON MD

    DIRECTOR

    Total calculated
    $393,934
    From this org
    $0
    From related orgs
    $363,805
    Other
    $30,129
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,435 related
    Bonus
    $0 + $68,810 related
    Other
    $0 + $8,560 related
    Deferred
    $0 + $7,629 related
    Nontaxable benefits
    $0 + $22,500 related
    Filer's total
    $0 + $393,934 related

  • TONY PEARSON

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    2 + 2 related

  • CARA L BREIDSTER

    CFO (ISR)

    Total calculated
    $403,690
    From this org
    $0
    From related orgs
    $339,481
    Other
    $64,209
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,825 related
    Bonus
    $0 + $27,333 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $12,229 related
    Nontaxable benefits
    $0 + $51,980 related
    Filer's total
    $0 + $403,690 related

  • JENNIFER GIROD

    Secretary

    Total calculated
    $193,245
    From this org
    $0
    From related orgs
    $176,547
    Other
    $16,698
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,897 related
    Bonus
    $0 + $12,437 related
    Other
    $0 + $19,213 related
    Deferred
    $0 + $7,060 related
    Nontaxable benefits
    $0 + $9,638 related
    Filer's total
    $0 + $193,245 related

  • ATHANASIA SOULA BANICH

    VP, COO (ISR)

    Total calculated
    $352,619
    From this org
    $298,930
    From related orgs
    $0
    Other
    $53,689
    Hours/week
    30 + 25 related

    Schedule J breakdown matched by us

    Base
    $274,060
    Bonus
    $24,330
    Other
    $540
    Deferred
    $12,128
    Nontaxable benefits
    $41,561
    Filer's total
    $352,619

  • CARRIE WING

    VP-CNO (ISR)

    Total calculated
    $298,895
    From this org
    $0
    From related orgs
    $264,751
    Other
    $34,144
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,179 related
    Bonus
    $0 + $28,793 related
    Other
    $0 + $780 related
    Deferred
    $0 + $10,773 related
    Nontaxable benefits
    $0 + $23,372 related
    Filer's total
    $0 + $298,895 related

  • Harpreetinder Singh MD

    VP-CMO (ISR)

    Total calculated
    $552,948
    From this org
    $455,278
    From related orgs
    $21,560
    Other
    $76,110
    Hours/week
    30 + 35 related

    Schedule J breakdown matched by us

    Base
    $396,525 + $18,829 related
    Bonus
    $57,566 + $2,676 related
    Other
    $1,187 + $55 related
    Deferred
    $13,438 + $625 related
    Nontaxable benefits
    $59,291 + $2,756 related
    Filer's total
    $528,007 + $24,941 related

  • TAMARAH D BROWNLEE

    REGIONAL VP-HR (ISR)

    Total calculated
    $304,184
    From this org
    $0
    From related orgs
    $245,872
    Other
    $58,312
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,639 related
    Bonus
    $0 + $19,460 related
    Other
    $0 + $773 related
    Deferred
    $0 + $10,527 related
    Nontaxable benefits
    $0 + $47,785 related
    Filer's total
    $0 + $304,184 related

  • JANICE M VADAS

    DIRECTOR-ALLIED SERVICES

    Total calculated
    $238,152
    From this org
    $221,265
    From related orgs
    $0
    Other
    $16,887
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $197,718
    Bonus
    $22,257
    Other
    $1,290
    Deferred
    $8,757
    Nontaxable benefits
    $8,129
    Filer's total
    $238,151

  • Kathleen Y Warshawsky

    Pharmacist

    Total calculated
    $205,378
    From this org
    $143,215
    From related orgs
    $0
    Other
    $62,163
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $140,633
    Bonus
    $1,789
    Other
    $792
    Deferred
    $6,208
    Nontaxable benefits
    $55,955
    Filer's total
    $205,378

  • Patricia Bowling

    Director-Surgical Services

    Total calculated
    $221,273
    From this org
    $174,422
    From related orgs
    $0
    Other
    $46,851
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $161,169
    Bonus
    $10,234
    Other
    $3,019
    Deferred
    $7,102
    Nontaxable benefits
    $39,749
    Filer's total
    $221,272

  • SUN RIEHM

    Pharmacist

    Total calculated
    $219,376
    From this org
    $169,710
    From related orgs
    $0
    Other
    $49,666
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $168,694
    Bonus
    $500
    Other
    $516
    Deferred
    $6,616
    Nontaxable benefits
    $43,050
    Filer's total
    $219,377

  • Tyler Havens

    Director - Facilities

    Total calculated
    $210,497
    From this org
    $167,628
    From related orgs
    $0
    Other
    $42,869
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $142,931
    Bonus
    $24,401
    Other
    $296
    Deferred
    $6,873
    Nontaxable benefits
    $35,996
    Filer's total
    $210,497

  • ALLISON EMHARDT

    Former Officer

    Total calculated
    $221,662
    From this org
    $0
    From related orgs
    $181,746
    Other
    $39,916
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,809 related
    Bonus
    $0 + $14,979 related
    Other
    $0 + $1,957 related
    Deferred
    $0 + $7,516 related
    Nontaxable benefits
    $0 + $32,400 related
    Filer's total
    $0 + $221,662 related

  • ARTHUR VASQUEZ

    FORMER KEY EMPLOYEE

    Total calculated
    $897,813
    From this org
    $0
    From related orgs
    $742,860
    Other
    $154,953
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,742 related
    Bonus
    $0 + $186,249 related
    Other
    $0 + $1,869 related
    Deferred
    $0 + $110,400 related
    Nontaxable benefits
    $0 + $44,553 related
    Filer's total
    $0 + $897,813 related

  • CHAD A DILLEY

    FORMER Highest Compensated Employee

    Total calculated
    $247,989
    From this org
    $0
    From related orgs
    $209,782
    Other
    $38,207
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,898 related
    Bonus
    $0 + $17,510 related
    Other
    $0 + $373 related
    Deferred
    $0 + $8,577 related
    Nontaxable benefits
    $0 + $29,630 related
    Filer's total
    $0 + $247,989 related

  • DEREK E EMPIE

    FORMER OFFICER

    Total calculated
    $397,581
    From this org
    $0
    From related orgs
    $335,206
    Other
    $62,375
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,110 related
    Bonus
    $0 + $31,854 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $49,175 related
    Filer's total
    $0 + $397,581 related

  • DIANE L HESSON

    FORMER Highest Compensated Employee

    Total calculated
    $252,751
    From this org
    $0
    From related orgs
    $193,019
    Other
    $59,732
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,576 related
    Bonus
    $0 + $15,992 related
    Other
    $0 + $2,451 related
    Deferred
    $0 + $7,537 related
    Nontaxable benefits
    $0 + $52,195 related
    Filer's total
    $0 + $252,751 related

  • LISA A SPARKS

    Former Key Employee

    Total calculated
    $296,839
    From this org
    $0
    From related orgs
    $283,785
    Other
    $13,054
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $52,984 related
    Bonus
    $0
    Other
    $0 + $230,801 related
    Deferred
    $0 + $2,226 related
    Nontaxable benefits
    $0 + $10,829 related
    Filer's total
    $0 + $296,839 related

  • MICHAEL L HARLOWE

    Former Highest Compensated Employee

    Total calculated
    $256,032
    From this org
    $0
    From related orgs
    $256,032
    Other
    $0
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $256,032 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $256,032 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
    0 + 55 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

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 NORTH HOSPITAL'S REGIONAL PRESIDENT IS EMPLOYED BY IU HEALTH. IU HEALTH, IU HEALTH NORTH HOSPITAL, AND OTHER RELATED ENTITIES HAVE A PROCESS IN PLACE TO DETERMINE THE COMPENSATION FOR THE OTHER 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 OFFICER 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
KENNETH D. PUCKETT AND ARTHUR VASQUEZ PARTICIPATE IN AN IU HEALTH 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, THAT BENEFIT MAY BE FORFEITED OR REDUCED. THE EXECUTIVES LISTED ABOVE HAVE AN AMOUNT INCLUDED IN COLUMN C, DEFERRED COMPENSATION, REPRESENTING THE CURRENT YEAR UNVESTED CONTRIBUTIONS MADE UNDER THE SUPPLEMENTAL RETIREMENT PLAN. THESE AMOUNTS WERE NOT PAID TO THESE 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: - KENNETH D. PUCKETT $76,458
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 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

No itemized grants to organizations 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
202423179349306187

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