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Nonprofiteer
← INDIANA HOSPITAL ASSOCIATION INC

Form 990 for tax year 2022

Filed by INDIANA HOSPITAL ASSOCIATION INC.

Totals

Total revenue
$20,685,495
Total expenses
$19,254,601
Contributions and grants received
$9,872,165
Grants paid
$8,531,556
Program service revenue
$7,791,554
Investment income
-$80,068
Other revenue
$3,101,844
Total assets, end of year
$15,389,062
Total liabilities, end of year
$4,905,924
Net assets or fund balances, end of year
$10,483,138
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 1e · Government grants (contributions)

    $9,872,165

  • 2a · Program service revenue: DUES & ASSESSMENTS

    total $6,660,189 · related or exempt $6,660,189

  • 2b · Program service revenue: DATA SERVICES AND RELATED FEES

    total $817,804 · related or exempt $817,804

  • 2c · Program service revenue: EDUCATIONAL PROGRAMS

    total $313,561 · related or exempt $313,561

  • 3 · Investment income

    total $18,104 · excluded $18,104

  • 7a · Gross sales of assets other than inventory

    securities $5,070,691

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

    securities $5,168,863

  • 7c · Gain or loss

    securities -$98,172

  • 7d · Net gain or loss

    total -$98,172 · excluded -$98,172

  • 11a · Other revenue: IHA SOLUTIONS

    total $2,411,981 · unrelated business $2,411,981

  • 11b · Other revenue: ADMIN BILLING REVENUE

    total $286,446 · related or exempt $286,446

  • 11c · Other revenue: CONSULTING REVENUE

    total $246,885 · related or exempt $246,885

  • 11d · All other revenue

    total $156,532 · related or exempt $32,149 · unrelated business $89,865 · excluded $34,518

  • 11e · Other revenue, total

    $3,101,844

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,531,556

  • 5 · Compensation of officers, directors and key employees

    total $1,430,210

  • 7 · Other salaries and wages

    total $3,158,185

  • 8 · Pension plan contributions

    total $378,322

  • 9 · Other employee benefits

    total $473,571

  • 10 · Payroll taxes

    total $275,719

  • 11b · Fees: legal

    total $225,919

  • 11c · Fees: accounting

    total $38,990

  • 11f · Fees: investment management

    total $40,396

  • 11g · Fees: other

    total $1,755,004

  • 12 · Advertising and promotion

    total $44,399

  • 13 · Office expenses

    total $117,653

  • 16 · Occupancy

    total $202,509

  • 17 · Travel

    total $366,657

  • 22 · Depreciation, depletion and amortization

    total $105,770

  • 23 · Insurance

    total $40,949

  • 24a · Other expenses: DATA SERVICES

    total $634,473

  • 24b · Other expenses: EDUCATION PROGRAM EXPEN

    total $556,852

  • 24c · Other expenses: ENDORSED BUSINESS PARTN

    total $442,955

  • 24d · Other expenses: TAXES

    total $385,444

  • 24e · All other expenses

    total $49,068

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,545,146 · end of year $613,257

  • 2 · Savings and temporary cash investments

    beginning of year $3,960,624 · end of year $1,828,231

  • 3 · Pledges and grants receivable

    beginning of year $637,504 · end of year $807,880

  • 4 · Accounts receivable

    beginning of year $752,671 · end of year $711,127

  • 9 · Prepaid expenses and deferred charges

    beginning of year $226,319 · end of year $227,063

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

    $2,642,109

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

    $793,786

  • 10c · Land, buildings and equipment, net

    beginning of year $488,530 · end of year $1,848,323

  • 11 · Investments: publicly traded securities

    beginning of year $6,550,916 · end of year $9,341,004

  • 15 · Other assets

    beginning of year $55,563 · end of year $12,177

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,147,125 · end of year $1,214,992

  • 19 · Deferred revenue

    beginning of year $95,212 · end of year $27,950

  • 21 · Escrow or custodial account liability

    beginning of year $1,784,306 · end of year $2,059,813

  • 25 · Other liabilities

    beginning of year $574,657 · end of year $1,603,169

  • 27 · Net assets without donor restrictions

    beginning of year $10,615,973 · end of year $10,483,138

Mission and programs · 2022

Mission

THE MISSION OF INDIANA HOSPITAL ASSOCIATION, INC. IS TO PROVIDE LEADERSHIP, REPRESENTATION, AND SERVICES IN THE COMMON BEST INTERESTS OF ITS MEMBERS AS THEY PROMOTE THE IMPROVEMENT OF COMMUNITY HEALTH STATUS.

  • DATA - MEMBER HOSPITALS, LAWMAKERS AND THE MEDIA ALL DEPEND ON IHA FOR DESCRIPTIVE AGGREGATE STATISTICS. IHA PREPARES PATIENT DISCHARGE STUDIES, AMBULATORY SURGERY STUDIES, AND TREND REPORTS THAT ENABLE HOSPITALS TO COMPARE LOCAL EXPERIENCES WITH NATIONAL AND STATE STATISTICS.

  • EDUCATION - IHA PROVIDES MEMBERS WITH WEEKLY MAILINGS OF CURRENT IHA NEWS ITEMS, REGULATORY REPORTS, AND EDUCATIONAL OPPORTUNITIES. ALSO, IHA SPONSORS SEVERAL EDUCATIONAL MEETINGS THROUGHOUT THE YEAR. IHA HOSTS AN ANNUAL MEETING FOR HOSPITAL MEMBERS AND AFFILIATED SOCIETIES.

  • ADVOCACY - IHA PROVIDES A BROAD ARRAY OF ADVOCACY SERVICES TO ASSIST THE INDUSTRY AND TO HELP MEMBERS TO COMPLY WITH FEDERAL AND STATE REGULATIONS. MEMBERS REGULARLY RECEIVE BULLETINS ON NATIONAL AND STATE REGULATORY ISSUES. IHA INTERPRETS PROPOSED AND FINAL REGULATIONS, AND ADVISES MEMBERS ON HOW TO COMPLY.

  • FINANCIAL - TO BETTER ENSURE ADEQUATE FINANCIAL DATA FOR MEMBERS, IHA COMMUNICATES AND INTERPRETS FINANCIAL DATA FOR EXISTING MEMBERS FOR REGULATORY CHANGES AND UPDATES PROGRAMS AND OTHER SERVICES TO ITS MEMBERS.

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

Listed in Part VII

  • BRIAN C TABOR

    PRESIDENT

    Total calculated
    $1,000,451
    From this org
    $959,206
    From related orgs
    $0
    Other
    $41,245
    Hours/week
    37.5 + 3 related

    Schedule J breakdown matched by us

    Base
    $686,850
    Bonus
    $0
    Other
    $272,356
    Deferred
    $39,190
    Nontaxable benefits
    $2,055
    Filer's total
    $1,000,451

  • TERRY COLE

    SENIOR VP FINANCE

    Total calculated
    $429,758
    From this org
    $365,568
    From related orgs
    $0
    Other
    $64,190
    Hours/week
    37.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $362,004
    Bonus
    $0
    Other
    $3,564
    Deferred
    $39,190
    Nontaxable benefits
    $25,000
    Filer's total
    $429,758

  • MATTHEW BROWNING

    SENIOR VP MEMBER SOLUTIONS

    Total calculated
    $319,885
    From this org
    $260,366
    From related orgs
    $0
    Other
    $59,519
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $259,556
    Bonus
    $0
    Other
    $810
    Deferred
    $33,221
    Nontaxable benefits
    $26,298
    Filer's total
    $319,885

  • TRENT FOX

    VP GOVERNMENT RELATIONS

    Total calculated
    $269,730
    From this org
    $214,781
    From related orgs
    $0
    Other
    $54,949
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $214,391
    Bonus
    $0
    Other
    $390
    Deferred
    $27,249
    Nontaxable benefits
    $27,700
    Filer's total
    $269,730

  • ANDREW VANZEE

    VP REGULATORY & OPERATIONS

    Total calculated
    $263,639
    From this org
    $213,723
    From related orgs
    $0
    Other
    $49,916
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $213,263
    Bonus
    $0
    Other
    $460
    Deferred
    $26,601
    Nontaxable benefits
    $23,315
    Filer's total
    $263,639

  • KARIN KENNEDY

    VP QUALITY & PATIENT SAFETY

    Total calculated
    $254,651
    From this org
    $198,292
    From related orgs
    $0
    Other
    $56,359
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $197,439
    Bonus
    $0
    Other
    $853
    Deferred
    $24,916
    Nontaxable benefits
    $31,443
    Filer's total
    $254,651

  • LAURA MCCAFFREY

    PUBLIC AFFAIRS & COMMUNICATION

    Total calculated
    $224,579
    From this org
    $191,628
    From related orgs
    $0
    Other
    $32,951
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $191,343
    Bonus
    $0
    Other
    $285
    Deferred
    $22,937
    Nontaxable benefits
    $10,014
    Filer's total
    $224,579

  • BRAD SMITH

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • CAROL DOZIER

    CHAIRMAN-ELECT

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • DENNIS MURPHY

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • STEVEN M HOLMAN

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • JAMES CALLAGHAN MD

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • THOMAS CASSADY JR

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • JASON FAHRLANDER

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • DONALD P FESKO

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • ROOPAM HARSHAWAT

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • STEPHANIE HILTON-SIEBERT

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • CHRIS KARAM

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • STEVEN LONG

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • SHAWN MCCOY

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • JANICE RYBA

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • KEVIN SPEER JD

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • TERRANCE E WILSON

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • LEO CORREA

    DISTRICT PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • ERIC FISH MD

    DISTRICT PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • BRIAN HERWIG

    DISTRICT PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • STEPHANIE LONG

    DISTRICT PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • REX MCKINNEY

    DISTRICT PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • MARY MINIER

    DISTRICT PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • BRENDA REETZ

    DISTRICT PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • SCOTT SMITH MD

    DISTRICT PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • LARRY TRACY

    DISTRICT PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • SETH WARREN

    DISTRICT PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • KREG GRUBER

    EX-OFFICIO AHA DELEGATES

    Total calculated
    $0
    Hours/week
    2

  • JONATHAN NALLI

    EX-OFFICIO AHA DELEGATES

    Total calculated
    $0
    Hours/week
    2

  • JOHN BOWEN

    DIRECTOR AT LARGE (BEG 6/27/22)

    Total calculated
    $0
    Hours/week
    2

  • PERRY GAY

    DIRECTOR AT LARGE (BEG)

    Total calculated
    $0
    Hours/week
    2

  • BRIAN RING

    DIRECTOR AT LARGE (BEG 3/9/22)

    Total calculated
    $0
    Hours/week
    2

  • BEN MILES

    DIRECTOR AT LARGE (END 1/28/22)

    Total calculated
    $0
    Hours/week
    2

  • SCOTT TEFFETELLER

    DIRECTOR AT LARGE (END 11/4/22)

    Total calculated
    $0
    Hours/week
    2

  • DAVID HYATT

    DISTRICT PRESIDENT (END 1/15/22)

    Total calculated
    $0
    Hours/week
    2

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
THE PRESIDENT'S SOCIAL CLUB DUES WERE PAID FOR BY IHA; THIS BENEFIT WAS NOT INCLUDED IN TAXABLE COMPENSATION TO THE INDIVIDUAL.
PART I, LINE 4B
BRIAN TABOR PARTICIPATED IN A 457F SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. TAXABLE COMPENSATION WAS RECOGNIZED DURING THE YEAR IN WHICH A PAYMENT IS MADE. HIS COMPENSATION FOR 2022 INCLUDES A DEFERRED PAYOUT OF $271,546 WHICH ALSO INCLUDES INTEREST.

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.

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.

  • IHA SOLUTIONS LLC

    HOSPITAL MEMBER CENTRALIZED SERVICES · IN · income $2,411,981 · assets $3,027,716

    Directly controlled by INDIANA HOSPITAL ASSOCIATION INC

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202323189349315762

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