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Nonprofiteer
← INDIANA UNIVERSITY HEALTH CARE ASSOCIATES INC

Form 990 for tax year 2024

Filed by INDIANA UNIVERSITY HEALTH CARE ASSOCIATES INC.

Totals

Total revenue
$1,433,924,467
Total expenses
$1,866,008,993
Contributions and grants received
$2,961,490
Grants paid
$13,591,766
Program services expenses (Part IX)
$1,778,161,834
Management and general expenses
$87,847,159
Fundraising expenses
$0
Program service expenses (Part III)
$1,778,161,834

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

  • DAVID ARONOFF MD

    Director/Chair

    Total calculated
    $603,352
    From this org
    $589,550
    From related orgs
    $0
    Other
    $13,802
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $585,198
    Bonus
    $0
    Other
    $4,352
    Deferred
    $13,800
    Nontaxable benefits
    $2
    Filer's total
    $603,352

  • KARL BILIMORIA

    Director/Vice Chair

    Total calculated
    $892,108
    From this org
    $855,308
    From related orgs
    $0
    Other
    $36,800
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $775,000
    Bonus
    $0
    Other
    $80,308
    Deferred
    $13,800
    Nontaxable benefits
    $23,000
    Filer's total
    $892,108

  • BRIAN T SHOCKNEY

    Director

    Total calculated
    $1,556,074
    From this org
    $0
    From related orgs
    $1,330,269
    Other
    $225,805
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $858,567 related
    Bonus
    $0 + $378,478 related
    Other
    $0 + $93,224 related
    Deferred
    $0 + $163,560 related
    Nontaxable benefits
    $0 + $62,245 related
    Filer's total
    $0 + $1,556,074 related

  • JAMIE B DIMOND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAY L HESS MD

    DIRECTOR

    Total calculated
    $46,500
    From this org
    $0
    From related orgs
    $46,500
    Other
    $0
    Hours/week
    2 + 10 related

  • KENNETH D PUCKETT

    DIRECTOR

    Total calculated
    $1,194,795
    From this org
    $0
    From related orgs
    $1,000,489
    Other
    $194,306
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $631,564 related
    Bonus
    $0 + $258,569 related
    Other
    $0 + $110,356 related
    Deferred
    $0 + $128,220 related
    Nontaxable benefits
    $0 + $66,086 related
    Filer's total
    $0 + $1,194,795 related

  • NATHAN LAMBERT MD

    Director

    Total calculated
    $871,854
    From this org
    $804,860
    From related orgs
    $0
    Other
    $66,994
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $476,846
    Bonus
    $300,909
    Other
    $27,105
    Deferred
    $9,218
    Nontaxable benefits
    $57,776
    Filer's total
    $871,854

  • DAVID A INGRAM MD

    Interim President (Part Year)

    Total calculated
    $1,744,226
    From this org
    $1,515,736
    From related orgs
    $0
    Other
    $228,490
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

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

  • JUDITH L COLEMAN

    CFO (PART Year)

    Total calculated
    $351,001
    From this org
    $0
    From related orgs
    $294,493
    Other
    $56,508
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $235,721 related
    Bonus
    $0 + $56,004 related
    Other
    $0 + $2,768 related
    Deferred
    $0 + $11,935 related
    Nontaxable benefits
    $0 + $44,573 related
    Filer's total
    $0 + $351,001 related

  • MICHELE S SAYSANA MD

    President (Part Year)

    Total calculated
    $659,104
    From this org
    $629,341
    From related orgs
    $0
    Other
    $29,763
    Hours/week
    49 + 6 related

    Schedule J breakdown matched by us

    Base
    $557,155
    Bonus
    $70,619
    Other
    $1,567
    Deferred
    $6,373
    Nontaxable benefits
    $23,390
    Filer's total
    $659,104

  • TODD A WILLIAMS

    CFO (Part Year)

    Total calculated
    $506,669
    From this org
    $0
    From related orgs
    $440,215
    Other
    $66,454
    Hours/week
    25 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $378,983 related
    Bonus
    $0 + $58,910 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $13,176 related
    Nontaxable benefits
    $0 + $53,278 related
    Filer's total
    $0 + $506,669 related

  • MELISSA HOCKADAY

    COO/CNO

    Total calculated
    $455,867
    From this org
    $390,603
    From related orgs
    $0
    Other
    $65,264
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $332,003
    Bonus
    $57,790
    Other
    $810
    Deferred
    $10,225
    Nontaxable benefits
    $55,039
    Filer's total
    $455,867

  • BRADLEY N BOHNSTEDT MD

    PHYSICIAN

    Total calculated
    $2,172,855
    From this org
    $2,135,395
    From related orgs
    $0
    Other
    $37,460
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $932,340
    Bonus
    $0
    Other
    $1,203,055
    Deferred
    $13,800
    Nontaxable benefits
    $23,660
    Filer's total
    $2,172,855

  • MARK W TURRENTINE MD

    DIVISION CHIEF

    Total calculated
    $1,626,435
    From this org
    $1,582,135
    From related orgs
    $0
    Other
    $44,300
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,498,986
    Bonus
    $70,407
    Other
    $12,742
    Deferred
    $13,800
    Nontaxable benefits
    $30,500
    Filer's total
    $1,626,435

  • PETER T ZAVISLAK MD

    PHYSICIAN

    Total calculated
    $1,443,632
    From this org
    $1,395,208
    From related orgs
    $0
    Other
    $48,424
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,283,845
    Bonus
    $110,877
    Other
    $486
    Deferred
    $13,800
    Nontaxable benefits
    $34,624
    Filer's total
    $1,443,632

  • RYAN D NAGY MD

    PRESIDENT (AAHC)

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

    Schedule J breakdown matched by us

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

  • XIAOTAO F QIAN MD

    Physician

    Total calculated
    $1,926,651
    From this org
    $1,853,619
    From related orgs
    $0
    Other
    $73,032
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,778,761
    Bonus
    $68,000
    Other
    $6,858
    Deferred
    $13,800
    Nontaxable benefits
    $59,232
    Filer's total
    $1,926,651

  • BRIAN D KREMER

    FORMER KEY EMPLOYEE

    Total calculated
    $501,589
    From this org
    $0
    From related orgs
    $429,810
    Other
    $71,779
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $351,650 related
    Bonus
    $0 + $77,350 related
    Other
    $0 + $810 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $57,979 related
    Filer's total
    $0 + $501,589 related

  • HIMANSHU SHAH MD

    FORMER OFFICER

    Total calculated
    $505,138
    From this org
    $460,838
    From related orgs
    $0
    Other
    $44,300
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $440,435
    Bonus
    $16,396
    Other
    $4,007
    Deferred
    $13,800
    Nontaxable benefits
    $30,500
    Filer's total
    $505,138

  • JEFFREY F PEIPERT MD

    FORMER DIRECTOR AND OFFICER

    Total calculated
    $147,469
    From this org
    $128,340
    From related orgs
    $0
    Other
    $19,129
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $126,832
    Bonus
    $0
    Other
    $1,508
    Deferred
    $5,077
    Nontaxable benefits
    $14,052
    Filer's total
    $147,469

  • RICHARD C ZELLARS MD

    FORMER OFFICER

    Total calculated
    $410,686
    From this org
    $367,313
    From related orgs
    $0
    Other
    $43,373
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $363,749
    Bonus
    $0
    Other
    $3,564
    Deferred
    $12,871
    Nontaxable benefits
    $30,502
    Filer's total
    $410,686

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 CARE ASSOCIATES 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
DAVID A. INGRAM, M.D., KENNETH D. PUCKETT, RYAN NAGY, M.D., AND BRIAN SHOCKNEY PARTICIPATE IN AN IU HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN ITS 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: - KENNETH D. PUCKETT: $100,855 -BRIAN SHOCKNEY: $87,593 -DAVID INGRAM, M.D.: $141,019 -RYAN NAGY, M.D.: $210,670
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

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
13 November 2025
IRS schema version
2024v5.1
Source object
202523179349308367

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