Form 990 for tax year 2024
Filed by INDIANA UNIVERSITY HEALTH BALL MEMORIAL PHYSICIANS INC.
Totals
- Total revenue
- $136,848,531
- Total expenses
- $222,861,455
- Contributions and grants received
- $411,463
- Grants paid
- $0
- Program service revenue
- $136,401,901
- Investment income
- $0
- Other revenue
- $35,167
- Total assets, end of year
- $21,922,032
- Total liabilities, end of year
- $266,478,223
- Net assets or fund balances, end of year
- -$244,556,191
- Program services expenses (Part IX)
- $202,243,508
- Management and general expenses
- $20,617,950
- Fundraising expenses
- -$3
- Program service expenses (Part III)
- $202,243,508
Program services were 90.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
KREIGH COOK
Director/Vice Chair
- Total calculated
- $351,542
- From this org
- $0
- From related orgs
- $307,676
- Other
- $43,866
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $279,864 related
- Bonus
- $0 + $27,326 related
- Other
- $0 + $486 related
- Deferred
- $0 + $12,505 related
- Nontaxable benefits
- $0 + $31,361 related
- Filer's total
- $0 + $351,542 related
-
PETER M VOSS MD
DIRECTOR/CHAIR/PRESIDENT/CPE
- Total calculated
- $612,571
- From this org
- $51,629
- From related orgs
- $493,143
- Other
- $67,799
- Hours/week
- 10 + 45 related
Schedule J breakdown matched by us
- Base
- $15,437 + $433,139 related
- Bonus
- $36,192 + $56,440 related
- Other
- $0 + $3,564 related
- Deferred
- $1,324 + $13,800 related
- Nontaxable benefits
- $2,317 + $50,358 related
- Filer's total
- $55,270 + $557,301 related
-
ERIC L THARP
DIRECTOR/VP - CPO (ECR)
- Total calculated
- $337,663
- From this org
- $269,543
- From related orgs
- $0
- Other
- $68,120
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $235,695
- Bonus
- $31,614
- Other
- $2,234
- Deferred
- $7,881
- Nontaxable benefits
- $60,239
- Filer's total
- $337,663
-
RYAN M JOHNSTON MD
DIRECTOR / VP & CMO (ECR)
- Total calculated
- $525,363
- From this org
- $0
- From related orgs
- $446,201
- Other
- $79,162
- Hours/week
- 25 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $392,288 related
- Bonus
- $0 + $52,671 related
- Other
- $0 + $1,242 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $65,362 related
- Filer's total
- $0 + $525,363 related
-
CHARLES R ROUTH MD
DIRECTOR
- Total calculated
- $359,339
- From this org
- $296,767
- From related orgs
- $0
- Other
- $62,572
- Hours/week
- 49 + 6 related
Schedule J breakdown matched by us
- Base
- $177,352
- Bonus
- $112,557
- Other
- $6,858
- Deferred
- $11,923
- Nontaxable benefits
- $50,649
- Filer's total
- $359,339
-
DANIEL C LOPICCOLO MD
DIRECTOR
- Total calculated
- $561,800
- From this org
- $481,261
- From related orgs
- $0
- Other
- $80,539
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $382,813
- Bonus
- $94,884
- Other
- $3,564
- Deferred
- $13,800
- Nontaxable benefits
- $66,739
- Filer's total
- $561,800
-
DAVID W HEETER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL J FISHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 7 related
-
JONATHAN W VANATOR
CFO (ECR) (PART YEAR) / Treasurer
- Total calculated
- $533,905
- From this org
- $468,222
- From related orgs
- $0
- Other
- $65,683
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $335,594
- Bonus
- $131,818
- Other
- $810
- Deferred
- $11,803
- Nontaxable benefits
- $53,880
- Filer's total
- $533,905
-
MICHAEL L CRAIG
CFO (Part Year)
- Total calculated
- $441,678
- From this org
- $0
- From related orgs
- $375,821
- Other
- $65,857
- Hours/week
- 5 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $329,178 related
- Bonus
- $0 + $43,079 related
- Other
- $0 + $3,564 related
- Deferred
- $0 + $13,500 related
- Nontaxable benefits
- $0 + $52,357 related
- Filer's total
- $0 + $441,678 related
-
MICHELLE R ALTOBELLA
VP-General Counsel, Asst Secretary (ECR) (Part Year)
- Total calculated
- $327,645
- From this org
- $0
- From related orgs
- $274,361
- Other
- $53,284
- Hours/week
- 0 + 57 related
Schedule J breakdown matched by us
- Base
- $0 + $237,733 related
- Bonus
- $0 + $35,399 related
- Other
- $0 + $1,229 related
- Deferred
- $0 + $11,328 related
- Nontaxable benefits
- $0 + $41,956 related
- Filer's total
- $0 + $327,645 related
-
BRIAN REED
VP-Human Resources (ECR)
- Total calculated
- $274,794
- From this org
- $0
- From related orgs
- $211,282
- Other
- $63,512
- Hours/week
- 10 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $183,135 related
- Bonus
- $0 + $27,779 related
- Other
- $0 + $368 related
- Deferred
- $0 + $8,888 related
- Nontaxable benefits
- $0 + $54,624 related
- Filer's total
- $0 + $274,794 related
-
MELISSA R HICKS
VP & CNO (ECR)
- Total calculated
- $322,319
- From this org
- $0
- From related orgs
- $275,836
- Other
- $46,483
- Hours/week
- 10 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $243,839 related
- Bonus
- $0 + $31,515 related
- Other
- $0 + $482 related
- Deferred
- $0 + $11,225 related
- Nontaxable benefits
- $0 + $35,258 related
- Filer's total
- $0 + $322,319 related
-
ISA S CANAVATI MD
PHYSICIAN
- Total calculated
- $1,520,547
- From this org
- $1,450,603
- From related orgs
- $0
- Other
- $69,944
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $1,442,474
- Bonus
- $0
- Other
- $8,129
- Deferred
- $13,800
- Nontaxable benefits
- $56,144
- Filer's total
- $1,520,547
-
LOI K PHUONG MD
Physician
- Total calculated
- $1,922,252
- From this org
- $1,897,801
- From related orgs
- $0
- Other
- $24,451
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $1,896,229
- Bonus
- $980
- Other
- $592
- Deferred
- $13,800
- Nontaxable benefits
- $10,651
- Filer's total
- $1,922,252
-
MICHAEL KOELSCH MD
PHYSICIAN
- Total calculated
- $1,205,928
- From this org
- $1,126,692
- From related orgs
- $0
- Other
- $79,236
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $1,092,055
- Bonus
- $32,032
- Other
- $2,605
- Deferred
- $13,800
- Nontaxable benefits
- $65,436
- Filer's total
- $1,205,928
-
MOHAMMED E MADMANI MD
PHYSICIAN
- Total calculated
- $1,328,747
- From this org
- $1,268,651
- From related orgs
- $0
- Other
- $60,096
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $634,281
- Bonus
- $633,884
- Other
- $486
- Deferred
- $13,800
- Nontaxable benefits
- $46,296
- Filer's total
- $1,328,747
-
SHAHNAWAZ H QURESHI MD
Physician
- Total calculated
- $1,251,241
- From this org
- $1,192,747
- From related orgs
- $0
- Other
- $58,494
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $1,192,124
- Bonus
- $0
- Other
- $623
- Deferred
- $13,800
- Nontaxable benefits
- $44,694
- Filer's total
- $1,251,241
-
JEFFREY C BIRD MD
FORMER DIRECTOR/OFFICER
- Total calculated
- $1,181,445
- From this org
- $0
- From related orgs
- $1,005,128
- Other
- $176,317
- Hours/week
- 0 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $615,805 related
- Bonus
- $0 + $259,543 related
- Other
- $0 + $129,780 related
- Deferred
- $0 + $123,960 related
- Nontaxable benefits
- $0 + $52,357 related
- Filer's total
- $0 + $1,181,445 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
- 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 BALL MEMORIAL PHYSICIANS' PRESIDENT IS AN EMPLOYEE OF IU HEALTH BALL MEMORIAL HOSPITAL. IU HEALTH, IU HEALTH BALL MEMORIAL HOSPITAL, IU HEALTH BALL MEMORIAL PHYSICIANS 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
- JEFFREY C. BIRD, M.D., PARTICIPATEs IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN 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 EXECUTIVE(S) 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.
- 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
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.
-
INDIANA HEALTH INFO EXCHANGE INC
501(c)(3) · HEALTHCARE · IN
Directly controlled by NA
-
501(c)(3) · HEALTHCARE · IN
Directly controlled by NA
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
IU HEALTH BALL MEMORIAL HOSPITAL INC
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
IU HEALTH BLACKFORD HOSPITAL INC
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUHBMH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
INDIANA UNIVERSITY HEALTH FOUNDATION INC
501(c)(3) · FUNDRAISING · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN
Directly controlled by NA
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(4) · INSURANCE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
IU HEALTH WHITE MEMORIAL HOSPITAL INC
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUH
-
IU MEDICAL GROUP FOUNDATION INC
501(c)(3) · FUNDRAISING · IN
-
501(c)(3) · FUNDRAISING · IN
-
UNIVERSITY FAMILY PHYSICIANS INC
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by IUHCA
-
501(c)(3) · ECONOMIC DEVELOPMENT · IN
Directly controlled by NA
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.
-
HEALTHCARE · IN · income $8,920,941 · assets $8,701,391
Directly controlled by IUHBMP
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
HEALTHCARE · IN
Directly controlled by NA
-
HEALTHCARE · IN
Directly controlled by NA
-
HEALTHCARE · IN
Directly controlled by NA
-
HEALTHCARE · IN
Directly controlled by NA
-
HEALTHCARE · IN
Directly controlled by NA
-
HEALTHCARE · IN
Directly controlled by NA
-
HEALTHCARE · IN
Directly controlled by NA
-
HEALTHCARE · IN
Directly controlled by NA
-
HEALTHCARE · IN
Directly controlled by NA
-
IU Health Fort Wayne SW ASC Holdings LLC
HEALTHCARE · IN
Directly controlled by NA
-
HEALTHCARE · IN
Directly controlled by NA
-
IU Health Southwest Fort Wayne Ambulatory Surgery Center 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
-
Trust · INVESTMENTS · IN · controlled entity
Directly controlled by NA
-
C Corporation · HEALTHCARE · IN · controlled entity
Directly controlled by NA
-
IU HEALTH BOARD DESIGNATED TRUST
Trust · INVESTMENTS · IN · controlled entity
Directly controlled by NA
-
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
-
C Corporation · INSURANCE · CJ · controlled entity
Directly controlled by NA
-
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
-
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
-
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
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202513179349302031
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