Methodist Occupational Health Centers Inc: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- Methodist Occupational Health Centers Inc (EIN 35-1844176)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202143139349300844
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T11:03:58-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351844176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Methodist Occupational Health Centers Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | METH | BusinessNameControlTxt |
| Phone | 3179634842 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID R KOGAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2021-11-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID R | PersonFirstNm |
| Person Last | KOGAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID R KOGAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,298,120 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://IUHEALTH.ORG/BUSINESS-SOLUTIONS | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE OCCUPATIONAL HEALTH CARE TO THE WORK FORCE THROUGH A BROAD SPECTRUM OF SERVICES IN ORDER TO PROMOTE HEALTHIER AND MORE PRODUCTIVE EMPLOYEES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 158 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,604,659 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,153,083 | CYProgramServiceRevenueAmt |
| PY Investment Income | $382,921 | PYInvestmentIncomeAmt |
| CY Investment Income | $143,217 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,854 | PYOtherRevenueAmt |
| CY Other Revenue | $1,820 | CYOtherRevenueAmt |
| PY Total Revenue | $13,000,434 | PYTotalRevenueAmt |
| CY Total Revenue | $12,298,120 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,296,680 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,973,732 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,933,195 | PYOtherExpensesAmt |
| CY Other Expenses | $7,554,162 | CYOtherExpensesAmt |
| PY Total Expenses | $14,229,875 | PYTotalExpensesAmt |
| CY Total Expenses | $14,527,894 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,229,441 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,229,774 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,280,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,548,606 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,613,786 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,111,453 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,666,927 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,437,153 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE OCCUPATIONAL HEALTH CARE TO THE WORK FORCE THROUGH A BROAD SPECTRUM OF PREVENTIVE, DIAGNOSTIC, TREATMENT, AND THERAPEUTIC SERVICES IN ORDER TO PROMOTE HEALTHIER AND MORE PRODUCTIVE EMPLOYEES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,783,696 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,510,343 | RevenueAmt |
| Desc | METHODIST OCCUPATIONAL HEALTH CENTERS, INC. ("METHODIST OCCUPATIONAL HEALTH CENTERS") DELIVERS EFFECTIVE ON-SITE EMPLOYEE HEALTH SERVICES TO EMPLOYERS PRIMARILY THROUGH ITS DISREGARDED ENTITY, WORKPLACE HEALTH SERVICES, LLC D/B/A IU HEALTH BUSINESS SOLUTIONS ("IU HEALTH BUSINESS SOLUTIONS"). IU Health Business Solutions brings more than 40 years of experience providing a broad range of occupational health services designed to meet specific business needs. IU HEALTH BUSINESS SOLUTIONS DELIVERS COST EFFECTIVE HEALTHCARE SOLUTIONS AT OR NEAR YOUR WORKPLACE. ON-SITE CLINICS PROVIDE DEDICATED PREVENTIVE AND PRIMARY CARE SERVICES TO EMPLOYEES AND THEIR DEPENDENTS, LOWERING HEALTHCARE COSTS BY IMPROVING THE HEALTH OF YOUR EMPLOYEES. IN EVERY IU HEALTH ON-SITE CLINIC, YOUR EMPLOYEES WILL RECEIVE HEALTHCARE BUILT ON THE EXCELLENCE OF INDIANA UNIVERSITY HEALTH. As an academic health center, IU Health works in partnership with IU School of Medicine to train physicians, blending breakthrough research and high-quality patient care. AS A PROVIDER OF OCCUPATIONAL HEALTH SERVICES, THE MAJORITY OF ITS REVENUE IS EITHER RECEIVED DIRECTLY FROM THE EMPLOYERS IT CONTRACTS WITH OR THROUGH THE EMPLOYERS' WORKERS' COMPENSATION INSURANCE. ACCORDINGLY, EMPLOYEES THAT RECEIVE SERVICES ARE NOT DIRECTLY RESPONSIBLE FOR PAYMENT FOR THEIR CARE. THUS, THE NEED FOR IU HEALTH BUSINESS SOLUTIONS TO PROVIDE FINANCIAL ASSISTANCE IS VIRTUALLY NONEXISTENT. WHEN MEDICALLY INDICATED, IU HEALTH BUSINESS SOLUTIONS WILL REFER PATIENTS TO THE INDIANA UNIVERSITY HEALTH CARE SYSTEM, WHERE FINANCIAL ASSISTANCE IS PROVIDED, SHOULD IT BE NECESSARY. ALSO IN FURTHERANCE OF ITS EXEMPT PURPOSE, IU HEALTH BUSINESS SOLUTIONS IS INVOLVED IN COMMUNITY EDUCATIONAL PROGRAMS AND IS COMMITTED TO OCCUPATIONAL HEALTH TRAINING AND PREVENTIVE CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,331,709 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,642,740 | RevenueAmt |
| Desc | METHODIST OCCUPATIONAL HEALTH CENTERS RECEIVES SHARED SERVICES REVENUE BY PROVIDING THE FOLLOWING SERVICES: - PROVIDE OCCUPATIONAL HEALTH CARE TO THE WORK FORCE THROUGH A BROAD SPECTRUM OF PREVENTIVE, DIAGNOSTIC, TREATMENT, AND THERAPEUTIC SERVICES IN ORDER TO PROMOTE HEALTHIER AND MORE PRODUCTIVE EMPLOYEES - DELIVER OCCUPATIONAL HEALTH CARE SERVICES IN A TIMELY, EFFICIENT, COST-EFFECTIVE MANNER TO THE SATISFACTION OF THE EMPLOYEE PATIENTS THAT RECEIVE THE SERVICES AS WELL AS THE EMPLOYER CLIENTS THAT PAY FOR SUCH SERVICES, EITHER THROUGH WORKERS' COMPENSATION INSURANCE COMPANIES OR BY THE EMPLOYERS DIRECTLY - EMPLOY AND CONTRACT WITH PHYSICIANS, OTHER HEALTH CARE PROVIDERS, AND OTHERS RELATED TO HEALTH CARE TO PROVIDE DIAGNOSIS AND TREATMENT OF WORK RELATED INJURIES AND ILLNESSES AND OTHER HEALTH CARE AND RELATED SERVICES NEEDED BY EMPLOYEES AND EMPLOYERS - PROMOTES THE GENERAL HEALTH OF THE COMMUNITY BY PROVIDING EDUCATIONAL AND WELLNESS PROGRAMS TO EMPLOYEE PATIENTS AND EMPLOYER CLIENTS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,115,405 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 158 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG J JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3179634842 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID R KOGAN | |||||||||
| DIRECTOR/PRESIDENT/CEO | 2.0 | 53.0 | Yes (X) | Yes (X) | $0 | $455,131 | $47,389 | ||
| ERIN R LEWIS | |||||||||
| DIRECTOR/SECRETARY | 2.0 | 53.0 | Yes (X) | Yes (X) | $0 | $777,666 | $147,078 | ||
| RONALD L STIVER | |||||||||
| DIRECTOR/VICE PRESIDENT/SECRETARY | 2.0 | 53.0 | Yes (X) | Yes (X) | $0 | $1,154,498 | $173,557 | ||
| SCOTT M BLACK | |||||||||
| TREASURER | 2.0 | 53.0 | Yes (X) | Yes (X) | $0 | $473,685 | $41,731 | ||
| ANGELA MASSEY-JENKINS | |||||||||
| MANAGER-CLINICAL | 40.0 | 0 | $110,618 | $0 | $2,637 | Yes (X) | |||
| LEEANN MEYER | |||||||||
| CLINICAL NURSE-OUTPATIENT | 40.0 | 0 | $122,731 | $0 | $28,853 | Yes (X) | |||
| LOUANN BERRY | |||||||||
| CLINICAL NURSE-OUTPATIENT | 40.0 | 0 | $111,478 | $0 | $25,812 | Yes (X) | |||
| MELISSA A CASH | |||||||||
| ADMINISTRATIVE DIRECTOR-SERVICE LINE | 40.0 | 0 | $121,719 | $0 | $33,319 | Yes (X) | |||
| TARA B STROUP | |||||||||
| ADMINISTRATIVE DIRECTOR-SERVICE LINE | 40.0 | 0 | $114,029 | $0 | $14,660 | Yes (X) | |||
| CLARK DAY | |||||||||
| FORMER DIRECTOR & OFFICER | 0.0 | 55.0 | $0 | $309,186 | $16,589 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $580,576 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,170,166 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $531,625 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IU HEALTH URGENT CARE CTRS LLC | |||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | MEDICAL | $277,733 |
| TOTAL WELLNESS | |||||
| 9320 H COURT | OMAHA | NE | 68127 | MEDICAL | $190,376 |
| CLINICAL REFERENCE LABORATORY | |||||
| 8433 QUIVIRA ROAD | LENEXA | KS | 66215 | LABORATORY | $146,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 622110 | $8,510,343 | $8,510,343 |
| SHARED SERVICES | 900099 | $3,642,740 | $3,642,740 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,153,083 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,217 | TotalRevenueColumnAmt |
| Exclusion | $143,217 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recovery of bad debt | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,820 | TotalRevenueColumnAmt |
| Exclusion | $1,820 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,820 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,298,120 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,153,083 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $145,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,557,184 | TotalAmt |
| Program Services | $4,034,180 | ProgramServicesAmt |
| Management And General | $1,523,004 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,614 | TotalAmt |
| Program Services | $163,070 | ProgramServicesAmt |
| Management And General | $31,544 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,986 | TotalAmt |
| Program Services | $680,886 | ProgramServicesAmt |
| Management And General | $151,100 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,948 | TotalAmt |
| Program Services | $323,436 | ProgramServicesAmt |
| Management And General | $66,512 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,161,310 | TotalAmt |
| Program Services | $3,538,312 | ProgramServicesAmt |
| Management And General | $1,622,998 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,325 | TotalAmt |
| Program Services | $28,825 | ProgramServicesAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,096 | TotalAmt |
| Program Services | $90,559 | ProgramServicesAmt |
| Management And General | $13,537 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,759 | TotalAmt |
| Program Services | $100,759 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,084 | TotalAmt |
| Program Services | $217,084 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,486 | TotalAmt |
| Program Services | $82,521 | ProgramServicesAmt |
| Management And General | $965 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,798 | TotalAmt |
| Program Services | $1,798 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,942 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,942 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DRUGS & MEDICAL SUPPLIES | Desc |
| Total | $1,846,344 | TotalAmt |
| Program Services | $1,846,542 | ProgramServicesAmt |
| Management And General | -$198 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18 | TotalAmt |
| Program Services | $7,433 | ProgramServicesAmt |
| Management And General | -$7,415 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,527,894 | TotalAmt |
| Program Services | $11,115,405 | ProgramServicesAmt |
| Management And General | $3,412,489 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,491,857 | BOYAmt |
| EOY | $20,572,546 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,386,243 | BOYAmt |
| EOY | $1,744,569 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,036 | BOYAmt |
| EOY | $41,623 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $500,473 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $310,605 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,577 | BOYAmt |
| EOY | $189,868 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,280,713 | BOYAmt |
| EOY | $22,548,606 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,837 | BOYAmt |
| EOY | $1,120,614 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,729,949 | BOYAmt |
| EOY | $9,990,839 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,613,786 | BOYAmt |
| EOY | $11,111,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,666,927 | BOYAmt |
| EOY | $11,437,153 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,666,927 | BOYAmt |
| EOY | $11,437,153 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,280,713 | BOYAmt |
| EOY | $22,548,606 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,229,774 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $0 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $132,549 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,549 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,004 | OtherCostOrOtherBasisAmt |
| Depreciation | $110,136 | DepreciationAmt |
| Book Value | $189,868 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,920 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,920 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $189,868 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLES (NET) | $9,788,730 |
| OPERATING LEASE LIABILITIES | $202,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,990,839 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | Methodist Occupational Health Centers is a subsidiary in IU Health's consolidated audited financial statement. The Internal Revenue Service (IRS) has determined that Indiana University Health and certain of its affiliated entities are tax-exempt organizations as defined in Section 501(c)(3) of the Internal Revenue Code (IRC). Indiana University Health and its tax-exempt affiliates are, however, subject to federal and state income taxes on unrelated business income under the provisions of IRC Section 511. Deferred income taxes that, as of December 31, 2020 and 2019, have no net carrying value reflect the net tax effect of temporary differences between the carrying amounts of assets and liabilities for financial reporting and the amounts used for income tax purposes. As of December 31, 2020 and 2019, the Indiana University Health System had gross deferred tax assets of $135,889,000 and $143,157,000 respectively, primarily relating to net operating loss carryovers. Management determined that a full valuation allowance at December 31, 2020 and 2019, was necessary to reduce the deferred tax assets to the amount that would more likely than not be realized. Based on the weight of the evidence, if it is more likely than not that some portion or all of the deferred tax assets will not be realized, a valuation allowance to reduce the deferred tax assets is recorded. The decrease in the valuation allowance for the current year was $7,264,000. At December 31, 2020, the Indiana University Health System has available net operating loss carryforwards of $546,376,000. Net operating losses generated from 2000 through 2017 will expire between 2021 and 2037. Net operating losses generated after 2017 do not expire. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLARK DAY | ||||||||||||||
| FORMER DIRECTOR & OFFICER | $0 | $222,824 | $0 | $33,454 | $0 | $52,907 | $0 | $16,229 | $0 | $360 | $0 | $325,775 | $0 | $0 |
| RONALD L STIVER | ||||||||||||||
| DIRECTOR/VICE PRESIDENT/SECRETARY | $0 | $660,608 | $0 | $471,546 | $0 | $22,344 | $0 | $140,803 | $0 | $32,754 | $0 | $1,328,055 | $0 | $0 |
| ERIN R LEWIS | ||||||||||||||
| DIRECTOR/SECRETARY | $0 | $577,968 | $0 | $196,853 | $0 | $2,844 | $0 | $114,170 | $0 | $32,909 | $0 | $924,744 | $0 | $0 |
| DAVID R KOGAN | ||||||||||||||
| DIRECTOR/PRESIDENT/CEO | $0 | $329,067 | $0 | $85,561 | $0 | $40,504 | $0 | $18,265 | $0 | $29,124 | $0 | $502,520 | $0 | $0 |
| SCOTT M BLACK | ||||||||||||||
| TREASURER | $0 | $306,890 | $0 | $106,915 | $0 | $59,880 | $0 | $18,400 | $0 | $23,331 | $0 | $515,416 | $0 | $0 |
| MELISSA A CASH | ||||||||||||||
| ADMINISTRATIVE DIRECTOR-SERVICE LINE | $105,480 | $0 | $12,419 | $0 | $3,820 | $0 | $8,069 | $0 | $25,250 | $0 | $155,038 | $0 | $0 | $0 |
| LEEANN MEYER | ||||||||||||||
| CLINICAL NURSE-OUTPATIENT | $119,836 | $0 | $2,289 | $0 | $607 | $0 | $7,438 | $0 | $21,416 | $0 | $151,584 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | RONALD L. STIVER AND ERIN R. LEWIS PARTICIPATE IN AN IU HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN ITS 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 EXECUTIVES 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 AND SHORT-TERM INCENTIVE FOR CERTAIN EXECUTIVES AND SHORT-TERM INCENTIVE FOR OTHER EMPLOYEES. 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 BOARD OF DIRECTORS PRIOR TO ANY INCENTIVE PAYOUT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 13 PART VI, LINES 12, 13, 14, AND 16B - POLICIES | METHODIST OCCUPATIONAL HEALTH CENTERS IS PART OF THE IU HEALTH SYSTEM. AS THE SOLE MEMBER AND CONTROLLING PARENT OF METHODIST OCCUPATIONAL HEALTH CENTERS, IU HEALTH AND ITS BOARD OF DIRECTORS HAVE MANDATED THAT CERTAIN POLICIES BE FOLLOWED TO ENSURE GREATER STANDARDIZATION THROUGHOUT THE SYSTEM. THUS, METHODIST OCCUPATIONAL HEALTH CENTERS' BOARD OF DIRECTORS WAS NOT REQUIRED TO SEPARATELY ADOPT A CONFLICT OF INTEREST, WHISTLE BLOWER, DOCUMENT RETENTION AND DESTRUCTION AND JOINT VENTURE POLICIES BECAUSE IU HEALTH'S BOARD OF DIRECTORS HAD ALREADY ADOPTED AND REQUIRED THESE POLICIES TO BE FOLLOWED BY ITS SUBSIDIARIES. |
| Form 990, Part VI, Line 15 PROCESS FOR DETERMINING COMPENSATION | METHODIST OCCUPATIONAL HEALTH CENTERS' PRESIDENT & CEO IS EMPLOYED BY IU HEALTH. IU HEALTH'S PROCESS FOR DETERMINING COMPENSATION IS AS FOLLOWS: (1) THE BOARD OF DIRECTORS ("BOARD") HAS ESTABLISHED A TALENT MANAGEMENT AND EXECUTIVE COMPENSATION COMMITTEE ("TMECC"), THE PURPOSE OF WHICH INCLUDES REVIEWING AND MAKING RECOMMENDATIONS REGARDING EXECUTIVE PAY AND BENEFITS (COLLECTIVELY REFERRED TO AS "COMPENSATION") ON AN ANNUAL BASIS. THE TMECC IS MADE UP OF MEMBERS OF THE BOARD THAT ARE NEITHER PHYSICIANS NOR EMPLOYEES AND DO NOT OTHERWISE HAVE A CONFLICT OF INTEREST REGARDING ANY OF IU HEALTH'S COMPENSATION ARRANGEMENTS. THE TMECC REVIEWS AN EXECUTIVE'S ENTIRE COMPENSATION PACKAGE INCLUDING BASE SALARY, SHORT-TERM AND LONG-TERM INCENTIVES, HEALTH AND WELFARE BENEFITS, QUALIFIED AND NON QUALIFIED RETIREMENT PLANS, AS WELL AS ANY ADDITIONAL FRINGE BENEFITS. AS DEEMED APPROPRIATE, THE COMMITTEE ON FINANCE, WHICH IS ALSO MADE UP OF MEMBERS OF THE BOARD, MAY ALSO REVIEW EXECUTIVE COMPENSATION AND BENEFITS. (2) THE TMECC ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM ON AN ANNUAL BASIS TO CONDUCT A COMPENSATION ANALYSIS FOR ITS EXECUTIVE GROUP, WHICH CONSISTS OF EMPLOYEES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. THE CURRENT COMPENSATION ADVISER IS SULLIVAN COTTER. SULLIVANCOTTER PERFORMS ITS ANALYSIS IN THE FORM OF A COMPENSATION SURVEY ("SURVEY") THAT INCLUDES RELEVANT COMPARABILITY DATA FOR COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH GOVERNMENTAL AND TAX EXEMPT) FOR FUNCTIONALLY COMPARABLE POSITIONS AS WELL AS THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA. SULLIVANCOTTER THEN PREPARES A SURVEY REPORT AND PROVIDES RECOMMENDATIONS TO THE TMECC, IF DEEMED APPROPRIATE, ON CHANGES IN EXECUTIVE COMPENSATION. A SEPARATE ANALYSIS USING THE SAME METHODOLOGY IS DONE FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. (3) THE TMECC THEN REVIEWS SULLIVANCOTTER'S REPORT AND RECOMMENDATIONS AND, IF APPROPRIATE, VOTES ON WHETHER TO RECOMMEND ANY CHANGES IN EXECUTIVE COMPENSATION TO THE BOARD. THE TMECC WILL ONLY RECOMMEND CHANGES TO THE BOARD IF THEY ARE CONSISTENT WITH THE BOARD'S PHILOSOPHY ON COMPENSATION MATTERS AND ARE DEEMED REASONABLE BASED UPON THE INDEPENDENT ANALYSIS PROVIDED BY SULLIVANCOTTER. THE TMECC'S REVIEW, DISCUSSION AND VOTE ARE DOCUMENTED IN THE MINUTES FOR THE MEETING. THERE ARE NO EXECUTIVES PRESENT DURING THE FINAL DISCUSSION AND APPROVAL. (4) THE BOARD THEN REVIEWS THE REPORT PREPARED BY SULLIVANCOTTER AS WELL AS THE RECOMMENDATIONS OF THE TMECC AS TO ANY CHANGES IN EXECUTIVE COMPENSATION. AS DEEMED APPROPRIATE, THE COMMITTEE ON FINANCE MAY ALSO PROVIDE ITS REVIEW OF THE TMECC'S RECOMMENDATIONS ON ANY CHANGES IN EXECUTIVE COMPENSATION. THIS REVIEW AND DISCUSSION ARE DOCUMENTED IN THE MINUTES. (5) THE BOARD THEN VOTES ON WHETHER TO ACCEPT THE TMECC'S RECOMMENDATIONS ON ANY CHANGES IN EXECUTIVE COMPENSATION. CHANGES IN EXECUTIVE COMPENSATION ARE MADE IF APPROVED BY THE TMECC AND BOARD ON AN ANNUAL BASIS, OR AS NECESSARY THROUGHOUT THE YEAR. THE DISCUSSION AND APPROVAL ARE DOCUMENTED IN THE MINUTES OF THE MEETING. THERE ARE NO EXECUTIVES PRESENT DURING THE FINAL DISCUSSION AND APPROVAL. IU HEALTH'S GENERAL COUNSEL ALSO PREPARES A FORMAL WRITTEN OPINION REVIEWING THE EXECUTIVE COMPENSATION APPROVAL PROCESS, COMPARING IT TO THE INTERMEDIATE SANCTIONS TEST OF IRC SECTION 4958. IF WARRANTED, IU HEALTH'S GENERAL COUNSEL MAY ALSO PROVIDE COMMENTS REGARDING THE EXECUTIVE COMPENSATION APPROVAL PROCESS AS IT RELATES TO MEETING THE REQUIREMENTS FOR A REBUTTABLE PRESUMPTION OF REASONABLENESS AS PROVIDED IN THE INTERMEDIATE SANCTIONS TEST. (6) AFTER THE END OF EACH YEAR, THE TMECC AND BOARD ALSO REVIEW THE ACHIEVEMENTS OF THE EXECUTIVE GROUP AS IT RELATES TO THE LONG-TERM AND SHORT-TERM SHARED AND INDIVIDUAL GOALS DEVELOPED BY THE EXECUTIVES AND THE BOARD. THESE ACHIEVEMENTS MAY ALSO BE REVIEWED WITH THE COMMITTEE ON FINANCE. THE BOARD, AT ITS DISCRETION, MAY APPROVE BONUS PAYMENTS BASED UPON THE ACHIEVEMENT OF THE GOALS. THE DISCUSSION AND VOTE OF THE TMECC AND BOARD IS DOCUMENTED IN THE MINUTES FOR EACH SUCH MEETING. THE BONUSES ARE NOT PAID UNTIL APPROVAL IS MADE BY THE BOARD. (7) THE TMECC AND AUDIT COMMITTEE ALSO REVIEW FORM 990 DISCLOSURES RELATED TO EXECUTIVE COMPENSATION AS WELL AS THE ORGANIZATION'S PRACTICES AND APPROVAL PROCESSES PRIOR TO THE FILING OF THE FORM 990 RETURN WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE SOLE MEMBER OF METHODIST OCCUPATIONAL HEALTH CENTERS, IS IU HEALTH, A 501(C)(3) TAX-EXEMPT HOSPITAL. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE CONTROL AND MANAGEMENT OF THE AFFAIRS OF METHODIST OCCUPATIONAL HEALTH CENTERS IS VESTED IN A BOARD OF DIRECTORS OF NOT LESS THAN THREE (3) NOR MORE THAN NINE (9) DIRECTORS WHOM ARE ELECTED BY IU HEALTH, AS THE SOLE MEMBER OF THE ORGANIZATION. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | NOTWITHSTANDING ANY OTHER PROVISIONS OF THE ARTICLES OF INCORPORATION OR ANY PROVISION OF METHODIST OCCUPATIONAL HEALTH CENTERS' BYLAWS, THE FOLLOWING MATTERS REQUIRE THE APPROVAL OF IU HEALTH, AS THE SOLE MEMBER, PRIOR TO IMPLEMENTATION: - ANY AMENDMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS OF METHODIST OCCUPATIONAL HEALTH CENTERS; - ADOPTION OR REVISION OF ANY OPERATING OR CAPITAL BUDGET OF METHODIST OCCUPATIONAL HEALTH CENTERS; - A MERGER OR CONSOLIDATION OF METHODIST OCCUPATIONAL HEALTH CENTERS; - ANY SALE, LEASE, EXCHANGE, CONVEYANCE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF A SUBSTANTIAL PORTION OF THE PROPERTY, ASSETS OR INTERESTS OF METHODIST OCCUPATIONAL HEALTH CENTERS, OTHER THAN PURSUANT TO A BUDGET APPROVED BY IU HEALTH, AS SOLE MEMBER; - ANY INCURRENCE OF DEBT BY, OR THE CREATION OF ANY LIEN UPON THE PROPERTY OR REVENUES OF, METHODIST OCCUPATIONAL HEALTH CENTERS OTHER THAN IN THE ORDINARY COURSE OF BUSINESS OR PURSUANT TO A BUDGET APPROVED BY IU HEALTH, AS SOLE MEMBER. NOTWITHSTANDING ANY OTHER PROVISIONS OF THE ARTICLES OF INCORPORATION, OR ANY PROVISION OF METHODIST OCCUPATIONAL HEALTH CENTERS' BYLAWS, IU HEALTH, AS THE SOLE MEMBER, SHALL HAVE THE POWER TO DIRECT THE BOARD OF METHODIST OCCUPATIONAL HEALTH CENTERS TO DO ANY OF THE FOLLOWING: - TRANSFER PROPERTY OF METHODIST OCCUPATIONAL HEALTH CENTERS IN AMOUNTS SUFFICIENT TO PAY THE PRINCIPAL AND INTEREST OF ANY OBLIGATION OF IU HEALTH, AS SOLE MEMBER; AND - TAKE SUCH ACTIONS AS ARE REQUIRED IN ORDER FOR METHODIST OCCUPATIONAL HEALTH CENTERS TO COMPLY WITH THE COVENANTS CONTAINED IN ANY FINANCING DOCUMENT TO WHICH IU HEALTH, AS SOLE MEMBER, IS A PARTY OR UNDER WHICH IU HEALTH IS BOUND. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE PRESIDENT REVIEWED AND APPROVED THE FORM 990. |
| Form 990, Part VI, Line 12c Conflict of interest policy | METHODIST OCCUPATIONAL HEALTH CENTERS FOLLOWS IU HEALTH'S CONFLICT OF INTEREST POLICY. IU HEALTH'S CONFLICT OF INTEREST POLICY INCLUDES THE FOLLOWING PROVISIONS: ALL IU HEALTH EMPLOYEES, ASSOCIATES, COLLEAGUES AND CONTRACTED PERSONNEL, INCLUDING EMPLOYED PHYSICIANS AND PAID MEDICAL DIRECTORS ("IU HEALTH REPRESENTATIVES") ARE COVERED BY AND SUBJECT TO ITS CONFLICT OF INTEREST POLICY. IU HEALTH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH THE FOLLOWING PROCEDURES: (A) ON AN ANNUAL BASIS, EACH IU HEALTH REPRESENTATIVE AT THE LEVEL OF MANAGER OR ABOVE, TOGETHER WITH EVERY OTHER PERSON DESIGNATED BY THE CORPORATE COMPLIANCE DEPARTMENT ("DEPARTMENT"), MUST COMPLETE, SIGN AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE ("QUESTIONNAIRE") TO THE DEPARTMENT. GOVERNING BOARD MEMBERS, COMMITTEE MEMBERS, CORPORATE OFFICERS, MEDICAL STAFF AND RESEARCHERS MUST COMPLY WITH THE ADMINISTRATIVE REQUIREMENTS NOTED IN THE RESPECTIVE POLICIES AND PROCEDURES RELATIVE TO THOSE AREAS. (B) AN IU HEALTH REPRESENTATIVE MUST SUPPLEMENT A QUESTIONNAIRE IN WRITING, IF AFTER COMPLETION OF THE ORIGINAL QUESTIONNAIRE, A SITUATION ARISES, OR MAY REASONABLY BE EXPECTED TO ARISE, THAT WOULD CHANGE ANY ANSWER OR INFORMATION ON THE ORIGINAL QUESTIONNAIRE IF THE SITUATION HAD EXISTED OR BEEN ANTICIPATED AT THE TIME OF COMPLETION OF THE ORIGINAL QUESTIONNAIRE. (C) IF A FULLY AND PROPERLY COMPLETED QUESTIONNAIRE REVEALS FACTS OR OTHER INFORMATION THAT MIGHT REASONABLY INDICATE A CONFLICT OF INTEREST OR VIOLATION OF THE POLICY, THE IU HEALTH REPRESENTATIVE COMPLETING THE QUESTIONNAIRE MUST SECURE APPROVAL BY HIS/HER SUPERVISOR, EVIDENCED IN WRITING. (D) THE DEPARTMENT WILL REVIEW EACH QUESTIONNAIRE AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, WHETHER AND HOW IT SHOULD OR MAY BE ELIMINATED, AVOIDED OR MANAGED IN ORDER TO COMPLY WITH THE SPIRIT OF THE POLICY AND WITH THE BEST INTERESTS OF IU HEALTH AND ITS PATIENTS. IN MAKING THE DETERMINATION, THE CORPORATE COMPLIANCE DEPARTMENT MAY CONSULT WITH THE IU HEALTH REPRESENTATIVE'S SUPERVISOR AND OTHER APPROPRIATE INDIVIDUALS AND GROUPS. (E) THE SCOPE OF THE POLICY IS NOT LIMITED TO THOSE WHO ARE REQUIRED TO COMPLETE QUESTIONNAIRES. IF AN IU HEALTH REPRESENTATIVE IS INVOLVED IN A SITUATION OR RELATIONSHIP THAT WOULD CONSTITUTE A VIOLATION OF THE POLICY IN THE ABSENCE OF DISCLOSURE AND APPROVAL AS DESCRIBED ABOVE, THEN THE IU HEALTH REPRESENTATIVE MUST DISCLOSE THE MATTER TO HIS/HER SUPERVISOR, SECURE HIS/HER SUPERVISOR'S APPROVAL IN WRITING, AND DISCLOSE THE MATTER TO THE DEPARTMENT. OTHERWISE, THE IU HEALTH REPRESENTATIVE IS IN VIOLATION OF THE POLICY AND SUBJECT TO CORRECTIVE ACTION, UP TO AND INCLUDING TERMINATION. (F) THE CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH ONSITE COMPLIANCE PERSONNEL, MAY FROM TIME TO TIME APPOINT STANDING OR AD HOC COMMITTEES TO ASSIST IN RESOLVING ISSUES THAT ARISE UNDER PROVISIONS OF THE POLICY. |
| Form 990, Part VI, Line 19 Required documents available to the public | METHODIST OCCUPATIONAL HEALTH CENTERS ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC THROUGH THE INDIANA SECRETARY OF STATE'S WEBSITE. METHODIST OCCUPATIONAL HEALTH CENTERS' CONFLICT OF INTEREST POLICY IS DESCRIBED ON FORM 990, SCHEDULE O. METHODIST OCCUPATIONAL HEALTH CENTERS IS A CONSOLIDATED SUBSIDIARY IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR IU HEALTH. THE CONSOLIDATED FINANCIAL STATEMENTS FOR IU HEALTH ARE AVAILABLE TO THE PUBLIC THROUGH ITS BOND FILINGS. |
| Form 990, Part IX, Line 11g Other Fees | SHARED SERVICES/PROF. FEES - Total Expense: 5161310, Program Service Expense: 3538312, Management and General Expenses: 1622998, Fundraising Expenses: ; |
| Schedule A, Part I, Line 3 REASON FOR PUBLIC CHARITY STATUS | METHODIST OCCUPATIONAL HEALTH CENTERS, INC. QUALIFIES AS A HOSPITAL UNDER IRC 170(B)(1)(A)(III); HOWEVER DOES NOT OPERATE A HOSPITAL FACILITY, THUS IS NOT REQUIRED TO FILE A SCHEDULE H. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORKPLACE HEALTH SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN ST STE 800 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200994452 | EIN |
| Primary Activities | HEALTHCARE | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Total Income | $8,470,618 | TotalIncomeAmt |
| End Of Year Assets | $820,609 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLARIAN TRANSPLANT INSTITUTE INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 800 | INDIANAPOLIS | IN | 46204 | 134350599 | HEALTHCARE | IN | 501(c)(3) | 10 | IUH | Yes (true) | |
| INDIANA HEALTH INFO EXCHANGE INC | ||||||||||||
| 846 N SENATE AVE | INDIANAPOLIS | IN | 46202 | 364550324 | HEALTHCARE | IN | 501(c)(3) | Type I | NA | false | ||
| INDIANA UNIVERSITY HEALTH INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 351955872 | HEALTHCARE | IN | 501(c)(3) | 3 | NA | false | |
| IU HEALTH ARNETT INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 263162145 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 350867958 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | |
| IU HEALTH BALL MEMORIAL PHYSICIANS INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 351925641 | HEALTHCARE | IN | 501(c)(3) | 10 | IUHBMH | Yes (true) | |
| IU HEALTH BEDFORD INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 237042323 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | |
| IU HEALTH BLACKFORD HOSPITAL INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 010646166 | HEALTHCARE | IN | 501(c)(3) | 3 | IUHBMH | Yes (true) | |
| IU HEALTH BLOOMINGTON INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 351720796 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | |
| IU HEALTH BMH FOUNDATION INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 800 | INDIANAPOLIS | IN | 46204 | 311111784 | FUNDRAISING | IN | 501(c)(3) | Type I | IUHBMH | Yes (true) | |
| IU HEALTH CARE ASSOCIATES INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 351747218 | HEALTHCARE | IN | 501(c)(3) | 10 | IUH | Yes (true) | |
| IUHLP LIQUIDATION INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 800 | INDIANAPOLIS | IN | 46204 | 351125434 | HEALTHCARE | IN | 501(c)(3) | 10 | IUH | Yes (true) | |
| IU HEALTH MORGAN INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 800 | INDIANAPOLIS | IN | 46204 | 273533027 | HEALTHCARE | IN | 501(c)(3) | 10 | IUH | Yes (true) | |
| IU HEALTH NORTH HOSPITAL INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 351932442 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | |
| IU HEALTH PAOLI INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 352090919 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | |
| IU HEALTH PLANS NFP INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 800 | INDIANAPOLIS | IN | 46204 | 463803873 | INSURANCE | IN | 501(c)(4) | IUH | Yes (true) | ||
| IU HEALTH TIPTON HOSPITAL INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 262772226 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | |
| IU HEALTH WEST HOSPITAL INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 351814660 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 273532963 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | |
| IU MEDICAL GROUP FOUNDATION INC | ||||||||||||
| 340 W 10TH ST NO FS5100 | INDIANAPOLIS | IN | 46202 | 201093251 | FUNDRAISING | IN | 501(c)(3) | Type I | NA | false | ||
| MDWISE MARKETPLACE INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 800 | INDIANAPOLIS | IN | 46204 | 465270582 | INSURANCE | IN | 501(c)(4) | IUH | Yes (true) | ||
| MDWISE NETWORK INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 800 | INDIANAPOLIS | IN | 46204 | 472619552 | INSURANCE | IN | 501(c)(4) | IUH | Yes (true) | ||
| INDIANA UNIVERSITY HEALTH FOUNDATION INC | ||||||||||||
| 1633 N CAPITOL AVE | SUITE 1200 | INDIANAPOLIS | IN | 46202 | 356043086 | FUNDRAISING | IN | 501(c)(3) | Type I | IUH | Yes (true) | |
| METHODIST HEALTH GROUP INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 800 | INDIANAPOLIS | IN | 46204 | 350876390 | HEALTHCARE | IN | 501(c)(3) | Type III-FI | false | N/A | |
| RILEY CHEER GUILD INC | ||||||||||||
| 705 RILEY HOSPITAL DR | INDIANAPOLIS | IN | 46202 | 356018517 | FUNDRAISING | IN | 501(c)(3) | Type III-FI | false | N/A | ||
| UNIVERSITY FAMILY PHYSICIANS INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 800 | INDIANAPOLIS | IN | 46204 | 237427350 | HEALTHCARE | IN | 501(c)(3) | 10 | IUHCA | Yes (true) | |
| IU HEALTH FRANKFORT INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 815174295 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | |
| IU HEALTH JAY INC | ||||||||||||
| 950 N MERIDIAN STREET | Suite 300 | INDIANAPOLIS | IN | 46204 | 822736786 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | |
| 16 Tech Community Corporation | ||||||||||||
| 120 Waterway Blvd | Indianapolis | IN | 46202 | 810853467 | ECONOMIC DEVELOPMENT | IN | 501(c)(3) | Type I | NA | false | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| BALL OUTPATIENT SUR CTR LLC | |||||||
| 569 BROOKWOOD VILLAGE STE 901 | BIRMINGHAM | AL | 35244 | 270275794 | HEALTHCARE | IN | NA |
| BELTWAY SURGERY CENTERS LLC | |||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 352072586 | HEALTHCARE | IN | NA |
| BOSC HOLDINGS LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 454147343 | HEALTHCARE | IN | NA |
| BSC HOLDINGS LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 452314634 | HEALTHCARE | IN | NA |
| CHV FUND I LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 262523206 | VENTURE CAPITAL | IN | NA |
| CHV FUND II MANAGEMENT LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 371717823 | VENTURE CAPITAL | IN | NA |
| CHV FUND II LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 800902337 | VENTURE CAPITAL | IN | NA |
| CHV FUND MANAGEMENT LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 262523151 | VENTURE CAPITAL | IN | NA |
| HEALTH VENTURE MANAGEMENT LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 205740218 | MANAGEMENT | IN | NA |
| IEC HOLDINGS LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 454148032 | HEALTHCARE | IN | NA |
| INDIANA ENDOSCOPY CENTERS LLC | |||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 208398421 | HEALTHCARE | IN | NA |
| ROC SURGERY LLC | |||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 271497960 | HEALTHCARE | IN | NA |
| ROCS HOLDINGS LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 454148369 | HEALTHCARE | IN | NA |
| SENATE ST SURGERY CENTER LLC | |||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 421709357 | HEALTHCARE | IN | NA |
| SSSC HOLDINGS LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 454148167 | HEALTHCARE | IN | NA |
| SSC HOLDINGS LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 464472887 | HEALTHCARE | IN | NA |
| EAGLE HIGH SURG CENTER LLC | |||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 352259204 | HEALTHCARE | IN | NA |
| EHSC HOLDINGS LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 454147879 | HEALTHCARE | IN | NA |
| EWASC HOLDINGS LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 473087761 | HEALTHCARE | IN | NA |
| IUH EWA SURGERY CTR LLC | |||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 473102482 | HEALTHCARE | IN | NA |
| IUH SAXONY SURGERY CTR LLC | |||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 275271091 | HEALTHCARE | IN | NA |
| IU HEALTH FORT WAYNE LLC | |||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 831224627 | HEALTHCARE | IN | NA |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | CityForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BMH MEDICAL PAVILION ASSOCIATION INC | ||||||||||||||||
| 2525 W UNIVERSITY AVE | MUNCIE | IN | 47303 | 351858408 | CONDO MANAGEMENT | IN | NA | C Corporation | Yes (true) | |||||||
| CHV CAPITAL INC | ||||||||||||||||
| 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 260752507 | VENTURE CAPITAL | IN | NA | C Corporation | Yes (true) | SUITE 800 | ||||||
| IU HEALTH 457(B) PLAN | ||||||||||||||||
| 1100 N MARKET ST | WILMINGTON | DE | 19890 | 476948347 | INVESTMENTS | IN | NA | Trust | Yes (true) | |||||||
| IU HEALTH ACO INC | ||||||||||||||||
| 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 454421020 | HEALTHCARE | IN | NA | C Corporation | Yes (true) | SUITE 800 | ||||||
| IU HEALTH BOARD DESIGNATED TRUST | ||||||||||||||||
| 400 HOWARD ST | SAN FRANCISCO | CA | 94105 | 306309021 | INVESTMENTS | IN | NA | Trust | Yes (true) | |||||||
| IU HEALTH NTGI S&P500 FUND CF | ||||||||||||||||
| PO BOX 804358 | CHICAGO | IL | 60680 | 306298263 | INVESTMENTS | IN | NA | Trust | Yes (true) | |||||||
| IU HEALTH PLANS HOLDING COMPANY INC | ||||||||||||||||
| 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 463794815 | INSURANCE | IN | NA | C Corporation | Yes (true) | SUITE 800 | ||||||
| IU HEALTH PLANS INC | ||||||||||||||||
| 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 262127080 | HMO | IN | NA | C Corporation | Yes (true) | SUITE 800 | ||||||
| IU HEALTH RISK PURCHASING GROUP INC | ||||||||||||||||
| 151 MEETING ST | CHARLESTON | SC | 29401 | 260202446 | INSURANCE | IN | NA | C Corporation | Yes (true) | SUITE 301 | ||||||
| IU HEALTH RISK RETENTION GROUP INC | ||||||||||||||||
| 151 MEETING ST | CHARLESTON | SC | 29401 | 201107674 | INSURANCE | SC | NA | C Corporation | Yes (true) | SUITE 301 | ||||||
| IUH ASSURANCE SPC LTD | ||||||||||||||||
| 980395429 | INSURANCE | NA | C Corporation | Yes (true) | PO BOX 69 94 SOLARIS AVE | CAMANA BAY | GRAND CAYMAN | CJ | CJ | |||||||
| PROTEUO FUND LP | ||||||||||||||||
| 981075227 | INVESTMENTS | NA | C Corporation | Yes (true) | PO BOX 69 94 SOLARIS AVE | CAMANA BAY | GRAND CAYMAN | CJ | CJ | |||||||
| IU HEALTH PLANS INSURANCE COMPANY | ||||||||||||||||
| 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 811097215 | INSURANCE | IN | NA | C Corporation | Yes (true) | SUITE 800 | ||||||
| CERBERUS RESIDENTIAL OPPORT INST LTD | ||||||||||||||||
| INVESTMENTS | NA | C Corporation | Yes (true) | 190 ELGIN AVENUE | GRAND CAYMAN | CJ | CJ | GEORGE TOWN | ||||||||
| University Surgeons Inc | ||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 202981280 | Physician Services | IN | NA | C Corporation | Yes (true) | |||||||
| Pediatric Surgical Associates Inc | ||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 352122922 | Physician Services | IN | NA | C Corporation | Yes (true) | |||||||
| Cardiothoracic Surgeons Inc | ||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351416173 | Physician Services | IN | NA | C Corporation | Yes (true) | |||||||
| University Vascular Surgery Inc | ||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351832370 | Physician Services | IN | NA | C Corporation | Yes (true) | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IU HEALTH CARE ASSOCIATES INC | ||
| L | $712,518 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| L | $490,877 | FMV |
| IU HEALTH ARNETT INC | ||
| L | $367,055 | FMV |
| IU HEALTH NORTH HOSPITAL | ||
| L | $162,093 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL | ||
| L | $132,894 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| M | $2,094,893 | FMV |
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