Nonprofit · EIN 23-7042323
INDIANA UNIVERSITY HEALTH BEDFORD INC
Tax-exempt · INDIANAPOLIS, IN 46204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $112,122,163 | $90,286,346 | $21,835,817 | $186,628,481 | $7,070,180 | $179,558,301 |
| December 31, 2023 | 990 | $113,965,486 | $90,346,883 | $23,618,603 | $171,412,440 | $14,406,831 | $157,005,609 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $357,729
- of which government grants
- $271,253
- Program service revenue
- $104,213,949
- Investment income
- $7,442,520
- Net gain from sales of assets
- $109,769
- Other revenue
- $107,965
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $409,485
- Other salaries and wages
- $25,393,759
- Salaries, compensation and benefits (total)
- $31,797,578
- Professional fundraising fees
- $0
- Travel
- $28,742
- Depreciation
- $2,090,615
- Program services (functional)
- $86,817,617
- Management and general (functional)
- $3,468,729
Balance sheet and other
- Total assets, start of year
- $171,412,440
- Total assets, end of year
- $186,628,481
- Total liabilities, end of year
- $7,070,180
- Net assets, end of year
- $179,558,301
- Land, buildings and equipment
- $14,544,431
- Publicly traded securities
- $6,425,257
- Net assets without donor restrictions
- $179,482,113
- Net assets with donor restrictions
- $76,188
- Gross receipts
- $113,334,255
- Employees
- 439
- Volunteers
- 14
- Year formed
- 1967
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN T SHOCKNEY | FORMER OFFICER Former | 10 | $0 | $1,330,269 | $225,805 |
| KEVIN B GEBKE MD | DIRECTOR Trustee or director | 1 | $0 | $971,536 | $151,102 |
| MOHAN SHENOY MD | Director Trustee or director | 2 | $0 | $773,403 | $65,247 |
| DENZIL ROSS MD | Director/President (SCR) (Part Year) Trustee or director, Officer | 15 | $0 | $660,820 | $141,155 |
| HOJJAT M SHAMLOO MD | DIRECTOR Trustee or director | 1 | $0 | $696,410 | $66,383 |
| BRYAN HOFF MD | DIRECTOR Trustee or director | 2 | $0 | $658,320 | $82,816 |
| JOHN SPARZO MD | Director/President (Part Year)/CMO (SCR) (Part Year) Trustee or director, Officer | 10 | $0 | $521,174 | $63,820 |
| BRECHIN NEWBY MD | Chief Physician Executive (SCR) Key employee | 10 | $0 | $457,578 | $26,749 |
| MICHAEL L CRAIG | VP & CFO (SCR) Officer | 5 | $0 | $375,821 | $65,857 |
| CORINNA REPETTO MD | Director Trustee or director | 2 | $0 | $335,475 | $80,504 |
| PAUL M CALKINS MD | FORMER KEY EMPLOYEE Former | 10 | $0 | $355,971 | $52,208 |
| CYNTHIA R HERRINGTON | VP & CNO (SCR) Key employee | 10 | $0 | $343,081 | $51,826 |
| ALAN F SMITH MD | CHIEF OF STAFF/PATHOLOGIST Highest-paid employee | 50 | $323,360 | $0 | $59,613 |
| LARRY R BAILEY | COO (SCR) (PART YEAR) Key employee | 20 | $299,844 | $0 | $67,511 |
| BRUCE R WADE | VP - HUMAN RESOURCES (SCR) Key employee | 10 | $0 | $253,974 | $69,763 |
15 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DEREK B FIELDS | VP - Prof Services (SCR) (Part Year) Key employee | 5 | $0 | $259,467 | $33,324 |
| ALAN W BIGGS | VP & COO (SCR) (PART YEAR) Key employee | 10 | $0 | $243,099 | $9,954 |
| JULIE GRABER | CLINICAL NURSE Highest-paid employee | 50 | $188,805 | $0 | $48,777 |
| AMY A LITTLE | VP & CNO Highest-paid employee | 50 | $201,796 | $0 | $14,228 |
| TAMARA KILLIAN | CLINICAL NURSE Highest-paid employee | 50 | $155,802 | $0 | $31,773 |
| JAMIE L RUSSELL | CLINICAL NURSE Highest-paid employee | 50 | $156,094 | $0 | $25,260 |
| JAMES J LAUGHLIN MD | DIRECTOR Trustee or director | 1 | $0 | $20,415 | $456 |
| JACK A KENWORTHY | DIRECTOR/CHAIR Trustee or director, Officer | 2 | $0 | $9,000 | $0 |
| JOYCE B POLING | DIRECTOR/SECRETARY Trustee or director, Officer | 2 | $0 | $8,000 | $0 |
| JULIE MINTON | DIRECTOR/Treasurer Trustee or director, Officer | 2 | $0 | $5,000 | $0 |
| RICHARD G HENDRICKSON MD | DIRECTOR/Vice Chair Trustee or director, Officer | 2 | $0 | $3,600 | $0 |
| DANIEL J PETERSON | Director Trustee or director | 2 | $0 | $0 | $0 |
| JANET F PERRY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LYNN H COYNE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| VANESSA MCCLARY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN T SHOCKNEY | PRESIDENT (SCR) (Part Year)/SVP System Regional Operations Trustee or director, Officer | 10 | $0 | $1,036,225 | $211,047 |
| Mohan Shenoy MD | Director Trustee or director | 2 | $0 | $794,400 | $69,793 |
| KEVIN B GEBKE MD | DIRECTOR Trustee or director | 1 | $0 | $653,475 | $144,075 |
| HOJJAT M SHAMLOO MD | DIRECTOR Trustee or director | 1 | $0 | $649,685 | $79,767 |
| PAUL M CALKINS MD | FORMER KEY EMPLOYEE Former | 10 | $0 | $571,987 | $62,470 |
| JOHN SPARZO MD | Director (Part Year)/President (Part Year)/VP-CMO (SCR) Trustee or director, Officer | 10 | $0 | $473,018 | $65,730 |
| Brechin Newby MD | Chief Physician Executive (SCR) Key employee | 10 | $0 | $442,811 | $26,086 |
| CORINNA REPETTO MD | Director Trustee or director | 2 | $0 | $380,967 | $79,171 |
| MICHAEL L CRAIG | VP & CFO (SCR) Officer | 10 | $0 | $333,908 | $66,441 |
| ALAN F SMITH MD | CHIEF OF STAFF/PATHOLOGIST Highest-paid employee | 50 | $318,782 | $0 | $56,964 |
| ALAN W BIGGS | VP & COO (SCR) Key employee | 10 | $0 | $314,970 | $52,742 |
| CYNTHIA R HERRINGTON | VP & CNO (SCR) Key employee | 10 | $0 | $309,541 | $47,047 |
| LARRY R BAILEY | COO Highest-paid employee | 50 | $290,094 | $0 | $66,171 |
| WENDY S HERNANDEZ | Former Key Employee Former | 0 | $0 | $284,478 | $61,176 |
| BRUCE R WADE | VP - HUMAN RESOURCES (SCR) Key employee | 10 | $0 | $245,476 | $67,879 |
| KIMBERLY D JACOBS | CLINICAL NURSE Highest-paid employee | 50 | $204,190 | $0 | $21,939 |
| JAMES J LAUGHLIN MD | DIRECTOR Trustee or director | 1 | $0 | $203,139 | $16,251 |
| JULIE GRABER | CLINICAL NURSE Highest-paid employee | 50 | $171,070 | $0 | $43,390 |
| Amy A Little | VP & CNO Highest-paid employee | 50 | $195,931 | $0 | $18,059 |
| JAMES RIDGE MD | DIRECTOR Trustee or director | 2 | $0 | $48,000 | $0 |
| JACK A KENWORTHY | DIRECTOR/CHAIR Trustee or director, Officer | 2 | $0 | $7,500 | $0 |
| JULIE MINTON | DIRECTOR/Treasurer Trustee or director, Officer | 2 | $0 | $5,000 | $0 |
| RICHARD G HENDRICKSON | DIRECTOR/Vice Chair Trustee or director, Officer | 2 | $0 | $3,600 | $0 |
| JOYCE B POLING | DIRECTOR/SECRETARY Trustee or director, Officer | 2 | $0 | $3,000 | $0 |
| DANIEL J PETERSON | Director Trustee or director | 2 | $0 | $0 | $0 |
| JANET FARLOW PERRY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LYNN H COYNE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| VANESSA MCCLARY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 950 N MERIDIAN ST STE 1200, INDIANAPOLIS, IN 46204-1011
- In care of
- % CRAIG J JONES
- Principal officer (990 for 2024)
- BRIAN T SHOCKNEY, 950 N MERIDIAN STREET 1200, INDIANAPOLIS, IN 46204
- Signed the 990
- MICHAEL L CRAIG, VP & CFO
- Phone
- (317) 963-4842
Mission
Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.
Program accomplishments
- IU HEALTH BEDFORD HOSPITAL IS A MODERN, JOINT COMMISSION APPROVED RURAL HEALTH CARE FACILITY WHICH OFFERS UP-TO-DATE TECHNOLOGY AND MEDICAL PRACTICES. IT ALSO EMPLOYS A PHYSICIAN GROUP PRACTICE, IU HEALTH SOUTHERN INDIANA PHYSICIANS, WHICH IS A MULTI-SPECIALTY PRACTICE PROVIDING MEDICAL SERVICES IN INTERNAL MEDICINE, FAMILY PRACTICE, GENERAL SURGERY, ORTHOPEDICS, OBSTETRICS AND GYNECOLOGY, AND PEDIATRICS. NURSE PRACTITIONERS IN ADULT AND PEDIATRIC PRIMARY CARE HAVE BEEN ADDED TO EXPAND MEDICAL CARE.Expenses $86,026,597 · revenue $103,264,426
- RENT FROM RELATED 501(C)(3) ORGS.Expenses $689,889 · revenue $828,127
- IU HEALTH BEDFORD RECEIVES "SHARED SERVICES" REVENUE BY SHARING/PROVIDING SERVICES WITH INDIANA UNIVERSITY HEALTH, INC. ("IU HEALTH"), INDIANA UNIVERSITY HEALTH Bloomington, INC. ("IU HEALTH Bloomington"), AND INDIANA UNIVERSITY HEALTH PAOLI, INC. ("IU HEALTH PAOLI").Expenses $101,131 · revenue $121,396
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7042323
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E20Z)
- Assets (IRS master file)
- $186,628,481
- Income (IRS master file)
- $113,334,255
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $112,122,163 | $90,286,346 | $186,628,481 | IRS |
| 990 | December 2023 | $113,965,486 | $90,346,883 | $171,412,440 | XML |
| 990 | December 2022 | $98,044,745 | $82,575,407 | $148,288,811 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7042323).
Questions about INDIANA UNIVERSITY HEALTH BEDFORD INC
- What is the EIN of INDIANA UNIVERSITY HEALTH BEDFORD INC?
- The employer identification number (EIN) of INDIANA UNIVERSITY HEALTH BEDFORD INC is 23-7042323.
- Is INDIANA UNIVERSITY HEALTH BEDFORD INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to INDIANA UNIVERSITY HEALTH BEDFORD INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INDIANA UNIVERSITY HEALTH BEDFORD INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDIANA UNIVERSITY HEALTH BEDFORD INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDIANA UNIVERSITY HEALTH BEDFORD INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INDIANA UNIVERSITY HEALTH BEDFORD INC?
- The 990 for the year ended December 31, 2024 names BRIAN T SHOCKNEY.
- Who are the officers and directors of INDIANA UNIVERSITY HEALTH BEDFORD INC?
- The 990 for the year ended December 31, 2024 lists 30 people; 6 received compensation from the organization.
- How much revenue does INDIANA UNIVERSITY HEALTH BEDFORD INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $112,122,163, expenses of $90,286,346 and total assets of $186,628,481 at year end.
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