Indiana University Health Paoli Inc

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Phone

3179634842

Tax Period

2023-01-01 to 2023-12-31

Indiana University Health Paoli Inc, founded in 1999, is a mid-sized nonprofit in the Health Care sector that reported $37.3M in total revenue in fiscal year 2023.

Mission

Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.

Program Service Accomplishments

Program 1

Expenses: $24,410,938 Revenue: $25,043,294

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.

Program 2

Expenses: $9,688,014 Revenue: $9,938,978

The laboratories of IU Health offer some of the most comprehensive laboratory services in Indiana

Program 3

Expenses: $577,384 Revenue: $592,341

OUR NETWORK OF PHARMACIES OFFERS THE CONVENIENCE OF ONE-STOP SHOPPING. WE PROVIDE EXPERT CARE AND HELP PATIENTS MAKE THE BEST USE OF THEIR MEDICATIONS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $49,090

Program Service Revenue $35,607,751

Investment Income $1,656,179

Other Revenue $23,943

TOTAL REVENUE $37,336,963

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,065,772

Fundraising Expenses $0

Program Expenses $34,708,637

Other Expenses $21,256,677

TOTAL EXPENSES $36,322,449

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,336,963	$36,646,589	+0.0%
Expenses	$36,322,449	$34,176,970	+0.1%
Net Income	$1,014,514	$2,469,619	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

196

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,205,469

Total Directors

$4,923,843

Key Employees

$1,506,552

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	PRESIDENT (SCR) (Part Year)/SVP System Regional Operations	10.0	Officer Director	$0	$211,047	$1,247,272
N/A	DIRECTOR/CHAIR	2.0	Officer Director	$0	$0	$7,500
N/A	Director (Part Year)/President (Part Year)/VP-CMO (SCR)	10.0	Officer Director	$0	$65,730	$538,748
N/A	DIRECTOR/SECRETARY	2.0	Officer Director	$0	$0	$3,000
N/A	DIRECTOR/Treasurer	2.0	Officer Director	$0	$0	$5,000
N/A	DIRECTOR/Vice Chair	2.0	Officer Director	$0	$0	$3,600
N/A	Director	2.0	Director	$0	$79,171	$460,138
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$79,767	$729,452
N/A	DIRECTOR	1.0	Director	$0	$16,251	$219,390
N/A	DIRECTOR	2.0	Director	$0	$0	$48,000
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$144,075	$797,550
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	Director	2.0	Director	$0	$69,793	$864,193
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	VP & CFO (SCR)	10.0	Officer	$0	$66,441	$400,349
N/A	VP & COO (SCR)	10.0	Key Emp	$0	$52,742	$367,712
N/A	Chief Physician Executive (SCR)	35.0	Key Emp	$0	$26,086	$468,897
N/A	VP - HUMAN RESOURCES (SCR)	10.0	Key Emp	$0	$67,879	$313,355
N/A	VP & CNO (SCR)	10.0	Key Emp	$0	$47,047	$356,588
N/A	ANESTHETIST	50.0	Highest	$195,366	$28,186	$223,552
N/A	ANESTHETIST	50.0	Highest	$193,666	$8,808	$202,474
N/A	Physician	25.0	Highest	$153,754	$79,941	$382,951
N/A	Nurse Practitioner	50.0	Highest	$192,217	$64,016	$268,679
N/A	CNO	50.0	Highest	$232,520	$57,409	$289,929
N/A	FORMER Officer	0.0		$0	$66,171	$356,265
N/A	FORMER KEY EMPLOYEE	10.0		$0	$62,470	$634,457

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$37,336,963	$36,322,449	$49,878,050	$1,014,514
2022	$36,646,589	$34,176,970	$47,092,676	$2,469,619
2021	$42,940,426	$32,593,648	$48,484,265	$10,346,778
2020	$32,628,837	$30,387,156	$41,762,400	$2,241,681
2019	$28,340,521	$28,112,887	$32,082,286	$227,634
2018	$24,471,756	$26,029,508	$34,631,393	$-1,557,752