Nonprofit · EIN 35-2090919
INDIANA UNIVERSITY HEALTH PAOLI INC
Tax-exempt · INDIANAPOLIS, IN 46204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $38,968,593 | $35,785,416 | $3,183,177 | $50,030,715 | $4,234,988 | $45,795,727 |
| December 31, 2023 | 990 | $37,336,963 | $36,322,449 | $1,014,514 | $49,878,050 | $7,963,373 | $41,914,677 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $30,577
- of which government grants
- $718
- Program service revenue
- $36,612,785
- Investment income
- $1,813,577
- Net rental income
- $22,188
- Net gain from sales of assets
- $333,747
- Other revenue
- $511,654
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $428,414
- Salaries, compensation and benefits (total)
- $15,562,066
- Professional fundraising fees
- $0
- Occupancy
- $1,179,474
- Travel
- $18,707
- Depreciation
- $1,107,025
- Program services (functional)
- $34,147,043
- Management and general (functional)
- $1,638,373
Balance sheet and other
- Total assets, start of year
- $49,878,050
- Total assets, end of year
- $50,030,715
- Total liabilities, end of year
- $4,234,988
- Net assets, end of year
- $45,795,727
- Land, buildings and equipment
- $10,337,669
- Publicly traded securities
- $12,692,848
- Net assets without donor restrictions
- $45,795,727
- Gross receipts
- $41,246,133
- Employees
- 197
- Volunteers
- 24
- Year formed
- 1999
- 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 | 35 | $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 |
| JEROME B SNEED MD | Physician Highest-paid employee | 25 | $182,174 | $110,788 | $80,425 |
| LARRY R BAILEY | COO (SCR) (PART YEAR) Key employee | 10 | $0 | $299,844 | $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 |
| MICHELE RIDGE | VP - COO / CNO Highest-paid employee | 50 | $239,235 | $0 | $43,275 |
| ALAN W BIGGS | VP & COO (SCR) (PART YEAR) Key employee | 10 | $0 | $243,099 | $9,954 |
| PAMELLA J BOND | MANAGER-PHARMACY Highest-paid employee | 50 | $199,219 | $0 | $52,470 |
| ANGELA M CONKLIN HIGGS | ANESTHETIST Highest-paid employee | 50 | $222,208 | $0 | $28,823 |
| FRANKLIN R FRAZIER | ANESTHETIST Highest-paid employee | 50 | $219,898 | $0 | $9,645 |
| 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 | 35 | $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 |
| Jerome B Sneed MD | Physician Highest-paid employee | 25 | $153,754 | $149,256 | $79,941 |
| 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 | FORMER Officer Former | 0 | $0 | $290,094 | $66,171 |
| BRUCE R WADE | VP - HUMAN RESOURCES (SCR) Key employee | 10 | $0 | $245,476 | $67,879 |
| MICHELE RIDGE | CNO Highest-paid employee | 50 | $232,520 | $0 | $57,409 |
| JULIE A MAUDLIN | Nurse Practitioner Highest-paid employee | 50 | $192,217 | $12,446 | $64,016 |
| ANGELA M (CONKLIN) HIGGS | ANESTHETIST Highest-paid employee | 50 | $195,366 | $0 | $28,186 |
| JAMES J LAUGHLIN MD | DIRECTOR Trustee or director | 1 | $0 | $203,139 | $16,251 |
| FRANKLIN R FRAZIER | ANESTHETIST Highest-paid employee | 50 | $193,666 | $0 | $8,808 |
| 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 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
- INDIANA UNIVERSITY HEALTH PAOLI, INC. ("IU HEALTH PAOLI") IS A 24-BED CRITICAL ACCESS HOSPITAL THAT OFFERS A BROAD RANGE OF MEDICAL SPECIALTIES AND SERVICES TO CARE FOR ITS PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. IU HEALTH PAOLI SPECIALIZES IN RURAL, COMMUNITY-BASED SERVICES TO SERVE SOUTH CENTRAL INDIANA THROUGH ITS 24-HOUR EMERGENCY ROOM WITH AIR TRANSPORT AVAILABILITY, OB SERVICES, COMMUNITY OUTREACH PROGRAMS AND VISITING SPECIALIST SERVICES.Expenses $33,597,385 · revenue $36,023,436
- OUR NETWORK OF PHARMACIES OFFERS THE CONVENIENCE OF ONE-STOP SHOPPING. WE PROVIDE EXPERT CARE AND HELP PATIENTS MAKE THE BEST USE OF THEIR MEDICATIONSExpenses $518,218 · revenue $555,638
- Rent from Related 501(c)(3) OrganizationsExpenses $27,236 · revenue $29,203
- IU HEALTH PAOLI RECEIVES "SHARED SERVICES" REVENUE BY SHARING/PROVIDING SERVICES WITH IU Health Bloomington and INDIANA UNIVERSITY HEALTH CARE ASSOCIATES, INC. ("IU HEALTH PHYSICIANS")Expenses $4,204 · revenue $4,508
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
- 35-2090919
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E20)
- Assets (IRS master file)
- $50,030,715
- Income (IRS master file)
- $41,246,133
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $38,968,593 | $35,785,416 | $50,030,715 | IRS |
| 990 | December 2023 | $37,336,963 | $36,322,449 | $49,878,050 | XML |
| 990 | December 2022 | $36,646,589 | $34,176,970 | $47,092,676 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 35-2090919).
Questions about INDIANA UNIVERSITY HEALTH PAOLI INC
- What is the EIN of INDIANA UNIVERSITY HEALTH PAOLI INC?
- The employer identification number (EIN) of INDIANA UNIVERSITY HEALTH PAOLI INC is 35-2090919.
- Is INDIANA UNIVERSITY HEALTH PAOLI INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to INDIANA UNIVERSITY HEALTH PAOLI INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INDIANA UNIVERSITY HEALTH PAOLI 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 PAOLI 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 PAOLI 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 PAOLI INC?
- The 990 for the year ended December 31, 2024 names BRIAN SHOCKNEY.
- Who are the officers and directors of INDIANA UNIVERSITY HEALTH PAOLI INC?
- The 990 for the year ended December 31, 2024 lists 30 people; 5 received compensation from the organization.
- How much revenue does INDIANA UNIVERSITY HEALTH PAOLI INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $38,968,593, expenses of $35,785,416 and total assets of $50,030,715 at year end.
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