INDIANA UNIVERSITY HEALTH INC Charity Report

Public IRS 990 nonprofit record

INDIANA UNIVERSITY HEALTH INC

EIN 35-1955872 · Health Care (E220)

What they do

Lead The Transformation of Healthcare Through Quality, Innovation & Education, and Make Indiana One of The Nations Healthiest States.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $95.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders30 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

83.87%of revenue went to mission work95.3% of expenses · Program services

$87.99spent for every $100 of revenueRevenue covered expenses this year.

4.12%of revenue went to management and office costs4.7% of expenses

$2.39in assets for every $1 spent this yearSome assets cannot be spent right away.

0.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $5,720,461 for DENNIS M MURPHY (DIRECTOR/PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$6,079,560,656

Mission workProgram services$5,098,655,57983.87% of revenue95.3% of expenses

ManagementOffice and general costs$250,511,5294.12% of revenue4.7% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$730,393,54812.01% of revenueShown in gray on the chart

Total expenses$5,349,167,10887.99% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 95.3% mission · 4.7% management · 0.0% fundraisingTotal expenses: 87.99% of revenue

2023Expense mix: 95.2% mission · 4.8% management · 0.0% fundraisingTotal expenses: 86.41% of revenue

2022Expense mix: 94.9% mission · 5.1% management · 0.0% fundraisingTotal expenses: 93.87% of revenue

2021Expense mix: 95.2% mission · 4.8% management · 0.0% fundraisingTotal expenses: 92.01% of revenue

2020Expense mix: 69.3% mission · 30.5% management · 0.2% fundraisingTotal expenses: 77.99% of revenue

2019Expense mix: 71.9% mission · 27.9% management · 0.2% fundraisingTotal expenses: 86.39% of revenue

2018Expense mix: 73.9% mission · 26.0% management · 0.2% fundraisingTotal expenses: 84.21% of revenue

2017Expense mix: 82.8% mission · 17.2% management · 0.0% fundraisingTotal expenses: 82.60% of revenue

Money in and money out

Revenue$6,079,560,656

Expenses$5,349,167,108

Annual surplus $730,393,548 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$5,098,655,579 · 95.3% of expenses

Management and office costs$250,511,529 · 4.7% of expenses

See all reported dollar amounts

Revenue$6,079,560,656

Expenses$5,349,167,108

Assets$12,792,763,812

Income$9,467,196,246

Contributions$44,119,616

Mission work (program services)$5,098,655,579

Grants given$766,067,667

Average grant$2,393,961

Management and general$250,511,529

Executive compensation (total)$9,996,035

Stocks and bonds$4,110,697,713

Accounting fees$2,960,130

Investing fees$9,789,699

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DENNIS M MURPHYDIRECTOR/PRESIDENT & CEO · 60 hrs/week $5,720,461Base $4,720,244 · Other $1,000,217

JENNIFER M ALVEYTREASURER/SVP & CFO · 53 hrs/week $2,092,865Base $1,820,915 · Other $271,950

RONALD L STIVERSVP SYSTEM HEALTHCARE OPERATIONS · 53 hrs/week $1,740,650Base $1,526,456 · Other $214,194

ERIN R LEWISSECRETARY/EVP/CAO & GEN. COUNSEL · 54 hrs/week $1,706,038Base $1,465,223 · Other $240,815

BRIAN T SHOCKNEYSVP SYSTEM REGIONAL OPERATIONS · 5 hrs/week $1,556,074Base $1,330,269 · Other $225,805

JOSEPH MEYERSVP SYSTEM OPERATIONS · 55 hrs/week $1,544,179Base $1,411,253 · Other $132,926

NICOLE PAULKSVP CHIEF STRATEGY OFFICER · 55 hrs/week $1,226,011Base $1,029,348 · Other $196,663

KENNETH D PUCKETTSVP - ENTERPRISE GROWTH AND ACTIVATION · 20 hrs/week $1,194,795Base $1,000,489 · Other $194,306

JEFFREY C BIRD MDPRESIDENT (ECR) $1,181,445Base $1,005,128 · Other $176,317

JASON H GILBERT RNEVP & CNE · 55 hrs/week $1,177,255Base $972,595 · Other $204,660

GIL PERIPRESIDENT (RILEY) · 55 hrs/week $1,091,496Base $1,037,420 · Other $54,076

MICHELLE A JANNEY RNFORMER KEY EMPLOYEE · 53 hrs/week $694,690Base $688,731 · Other $5,959

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (30)

DENNIS M MURPHYDIRECTOR/PRESIDENT & CEO

JENNIFER M ALVEYTREASURER/SVP & CFO

RONALD L STIVERSVP SYSTEM HEALTHCARE OPERATIONS

ERIN R LEWISSECRETARY/EVP/CAO & GEN. COUNSEL

BRIAN T SHOCKNEYSVP SYSTEM REGIONAL OPERATIONS

JOSEPH MEYERSVP SYSTEM OPERATIONS

NICOLE PAULKSVP CHIEF STRATEGY OFFICER

KENNETH D PUCKETTSVP - ENTERPRISE GROWTH AND ACTIVATION

JEFFREY C BIRD MDPRESIDENT (ECR)

JASON H GILBERT RNEVP & CNE

GIL PERIPRESIDENT (RILEY)

MICHELLE A JANNEY RNFORMER KEY EMPLOYEE

PAUL M CALKINS MDFORMER KEY EMPLOYEE

DAVID A INGRAM MDEVP & CME

RYAN D NAGY MDPRESIDENT (AAHC)

LARRY H STEVENS MDDIRECTOR

THOMAS V EASTERDAYBOARD CHAIR/DIRECTOR

JAY L HESS MDDIRECTOR

KYLE L GRAZIERDIRECTOR

MAUREEN BISOGNANODIRECTOR

JAMES A DAVLIN VDIRECTOR

ROBERT A PALMERDIRECTOR

ALICIA D MONROE MDDIRECTOR

JEFFREY A HARRISONDIRECTOR

QUINN BUCKNERDIRECTOR

KRISTIN MAYS-CORBITTDIRECTOR

BISHOP JULIUS C TRIMBLEDIRECTOR/VICE-CHAIR (PART YEAR)

BISHOP TRACY S MALONEDIRECTOR/VICE-CHAIR (PART YEAR)

JEFFREY N SIMMONSDIRECTOR

PAMELA WHITTENDIRECTOR/VICE-CHAIR

About this charity

Recognized since: January 1995
Location: 950 N MERIDIAN ST STE 1200, INDIANAPOLIS, IN 46204-1011
County: Marion
In care of: % CRAIG J JONES
Primary officer: Jennifer M Alvey, Treasurer/SVP & CFO

How to reach them

Phone(317) 963-4842

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: ERNST & YOUNG US LLP
NTEE classification: Health Care (E220)
IRS tax category: General Medical and Surgical Hospitals
Grant-giving organization: Yes