2019-11-14T17:53:54-06:00 2018-12-31 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990 2018-01-01 350867958 INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL INC % CRAIG J JONES INDI 3179634842 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 46204 JONATHAN W VANATOR CFO 3179634842 2019-11-15 JENNIFER D RHODERICK P00395735 3176817000 162.1.129.128 35198520193185000017 2019-11-14 P E86E71EDF6F7DFE9336F32ED7F8459C58967F52A EDBC7A9300E18FC3AE89303A319F5354A19FC7EF 2018 2020-01-14 16:20:31Z JEFFREY C BIRD MD 950 N MERIDIAN ST STE 300 INDIANAPOLIS IN 46204 474798946 false X SEE SCHEDULE O X 1926 IN Improve the health of our patients and community through innovation and excellence in care, education, research and service. 18 12 2914 498 6204474 0 3264979 2263304 428732149 456995149 844940 4076845 9663647 9436301 442505715 472771599 1501099 1257409 0 0 139474355 141659098 0 0 0 236623198 268716022 377598652 411632529 64907063 61139070 452641515 544825909 121243094 106169123 331398421 438656786 X IMPROVE THE HEALTH OF OUR PATIENTS AND COMMUNITY THROUGH INNOVATION AND EXCELLENCE IN CARE, EDUCATION, RESEARCH AND SERVICE. false false 314760093 1257409 433669956 Indiana University Health Ball Memorial Hospital, Inc. ("IU Health Ball Memorial Hospital"), located in Muncie, Indiana, is a 384-bed acute-care and teaching hospital that offers a comprehensive range of services to care for its patients without regard to their ability to pay. IU Health Ball Memorial Hospital is a preferred healthcare facility for residents of East Central Indiana. The hospital was founded in 1929 as both a teaching hospital and regional referral center for Muncie, Indiana, and surrounding counties. IU Health Ball Memorial Hospital offers 45 medical specialties, including cancer care, cardiology, orthopedics and specialized services for women and children. The IU Health Ball Memorial Hospital Medical Education department is home to three residencies (family medicine, internal medicine and a transitional year), as well as a research department. More than 60 resident physicians are trained every year at IU health Ball Memorial Hospital Family Medicine and Internal Medicine facilities. They conduct more than 25,000 patient visits annually. 11303663 0 15573954 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. 3996951 0 5506917 IU Health Ball Memorial Hospital provides services to related tax-exempt organizations. 252617 0 348050 Clinical Research 1334263 0 1838320 Rent from Related 501(c)(3) Organizations 0 0 45210 INCOME (LOSS) FROM PASS-THRU ENTITIES 42063 0 12742 All other program service revenue/expense 1628943 0 2244322 331689650 true true false true false false false false false false true false false true true true false true false false false false false false false false true true true false true false false false false false false false false false false false false true true true true false false true 95 0 true 2914 true true true false false false false false false false false false false false X 18 12 true false false false true true true true true false false true true true true true true false true true true IN X CRAIG J JONES 3179634842 950 N MERIDIAN STREET SUITE 300 INDIANAPOLIS IN 46204 X JOHN D LITTLER DIRECTOR/CHAIRMAN (ECR) 5.0 10.0 X X 0 0 0 WILBUR R DAVIS DIRECTOR/VICE CHAIRMAN (ECR) 5.0 0.0 X X 0 0 0 PETER M VOSS MD DIRECTOR/VICE CHAIRMAN (ECR) 5.0 50.0 X X 330706 0 38786 TERRY L WALKER VICE CHAIRMAN (ECR)(Part Year) 5.0 0.0 X X 0 0 0 JEFFREY C BIRD MD DIRECTOR/PRESIDENT (ECR) 25.0 30.0 X X 0 504350 119309 TERRY W BAILEY DIRECTOR (ECR) 2.0 0.0 X 0 0 0 PATRICK A CLEARY MD DIRECTOR (ECR) 2.0 53.0 X 0 389578 37041 MICHAEL J FISHER DIRECTOR (ECR) 2.0 0.0 X 0 0 0 JEFFREY A HEAVILON MD DIRECTOR (ECR) 2.0 0.0 X 0 0 0 JOHN K JACKSON DIRECTOR (ECR) 2.0 5.0 X 0 0 0 J STEVEN RHEA DIRECTOR/SECRETARY/TREAS (ECR) 5.0 0.0 X X 0 0 0 CHARLES R ROUTH MD DIRECTOR (ECR) 2.0 53.0 X 0 277340 32793 K ALICIA SCHULHOF DIRECTOR (ECR) (PARTIAL YEAR) 2.0 53.0 X 0 493179 109185 KIRK W SHAFER DIRECTOR (ECR) 2.0 0.0 X 0 0 0 STEVEN J WEST DIRECTOR/PRESIDENT (Part Year) 5.0 50.0 X X 139889 0 9675 Damon Elmore JD DIRECTOR (ECR) (PARTIAL YEAR) 2.0 0.0 X 0 0 0 William Hinkle DIRECTOR (ECR) (PARTIAL YEAR) 2.0 5.0 X 0 0 0 David A Littler DIRECTOR (ECR) (PARTIAL YEAR) 2.0 5.0 X 0 3600 0 Geoffrey S Mearns JD DIRECTOR (ECR) 2.0 0.0 X 0 0 0 David W Hyatt DIRECTOR/PRESIDENT (Part Year) 5.0 50.0 X X 244175 0 35391 Joan V Castor DIRECTOR (ECR) (PARTIAL YEAR) 2.0 53.0 X 0 389324 82356 JONATHAN VANATOR CFO 25.0 30.0 X 0 299849 36685 LORI A LUTHER COO 5.0 50.0 X 369530 0 31132 CARLA C COX RN VP & CNO 35.0 20.0 X 246684 0 34123 TERRY A PENCE VP, Operations 55.0 0.0 X 231941 0 37620 ANN M MCGUIRE VP, HR (ECR) 25.0 20.0 X 0 217811 14710 Max E Barnhart Admin Dir-Retail Pharmacy Ops 55.0 0.0 X 190562 6628 39980 ALVIS E FOSTER SENIOR RADIATION PHYSICIST 55.0 0.0 X 212286 0 40691 JOSEPH R BUTTS RADIATION PHYSICIST 55.0 0.0 X 197377 0 16190 Alexis Neal Service Line Leader 55.0 0.0 X 182937 0 10069 JUDITH L COLEMAN FORMER OFFICER 0.0 55.0 X 0 297648 33403 DANIEL F EVANS JR FORMER OFFICER 0.0 55.0 X 0 269477 27379 MICHAEL E HALEY FORMER OFFICER 0.0 55.0 X 0 695108 42848 2346087 3843892 829366 92 true true false HAGERMAN INCHARMON CONST JOINT VE 10315 ALLISONVILLE ROAD FISHERS IN 46038 CONSTRUCTION 8493716 UNITED HOSPITAL SERVICES LLC 9948 PARK DAVIS DR INDIANAPOLIS IN 46235 LAUNDRY SERVICES 1650048 MERIDIAN HEALTH SERVICES 240 N TILLOTSON AVENUE MUNCIE IN 47304 MGMT/LEASED EMP 1951027 CENTRAL INDIANA ORTHOPEDICS PC 3600 W Bethel Ave MUNCIE IN 47304 Medical 697830 HEALOGICS WOUND CARE PO BOX 551187 JACKSONVILLE FL 32255 CONSTRUCTION 595167 27 2055145 208159 2263304 NET PATIENT SERVICE REVENUE 622110 433669956 433669956 PHARMACY 446110 15573954 9522292 6051662 SHARED SERVICES 541900 5506917 5399315 107602 RENT FROM RELATED 501(C)(3) ORGS. 532000 1838320 1838320 CLINICAL RESEARCH 541700 348050 348050 57952 12742 45210 456995149 3813528 3813528 0 0 2400691 2400691 0 2400691 2400691 2047387 243277 2027347 20040 243277 263317 263317 0 0 0 0 0 0 0 0 0 CAFETERIA/FOOD SERVICE 721110 1983540 1983540 GIFT SHOP 453220 443008 443008 VENDING 900099 42281 42281 4566781 4566781 7035610 472771599 450790675 6204474 13513146 X 1257409 1257409 0 0 0 1749652 1532084 217568 0 109474560 95402112 14072448 4575029 3986930 588099 17895687 15595279 2300408 7964170 6940413 1023757 1165320 42887 1122433 10465 5824 4641 9167 9167 12775 12775 0 29084 29084 93378477 39183295 54195182 0 68385 1640 66745 1658872 1295197 363675 949641 729371 220270 0 13736059 13434881 301178 155949 113233 42716 0 27745 13014 14731 2447700 2447700 0 20552983 19805485 747498 3097982 49 3097933 DRUGS AND MEDICAL SUPPLIES 85513136 85513136 BAD DEBT 24002888 24002888 HOSPITAL ASSESSMENT FEE 18952696 18952696 INSTITUTIONAL DUES/LICENSES 215917 96888 119029 2730781 1337239 1393542 411632529 331689650 79942879 0 15100 0 172175611 192573306 0 0 53903627 53331912 0 0 0 0 115165 45000 7920545 8516920 2347532 2326914 500925685 301650820 196942984 199274865 15633204 15006926 0 0 3479783 3806190 0 40008 107964 69903868 452641515 544825909 28874419 25379518 0 0 400039 14252 0 0 0 0 0 0 21725 9544 0 0 91946911 80765809 121243094 106169123 X 331398421 438656786 0 0 0 0 331398421 438656786 452641515 544825909 X 61139070 -828372 -949394 47897061 X false true X true false X false false false false false false false false true 12775 12775 false Schedule C, Part II-B, Lines 1i - Other Activities IU Health Ball Memorial Hospital paid institutional membership dues to the American Hospital Association ("AHA") and Indiana Hospital Association ("IHA") during 2018 in the amount of $44,438 and $36,002 respectively. Each membership organization notified IU Health Ball Memorial Hospital that a portion of the dues it paid were used for lobbying purposes. The AHA used 22.98%, or $10,212 of 2018 membership dues paid by IU Health Ball Memorial Hospital, for lobbying expenditures. The IHA used 7.12%, or $2,563 of the 2018 membership dues paid by IU Health Ball Memorial Hospital, for lobbying expenditures. Total membership dues paid to these organizations by IU Health Ball Memorial Hospital during 2018 that were attributable to lobbying expenditures was $12,775. 3467983 3467983 322055321 180265075 141790246 291980 270656 21324 153917127 116783460 37133667 21193274 4331629 16861645 199274865 INTERCOMPANY RECEIVABLES (NET) 69797125 ALL OTHER ASSETS 106743 69903868 0 DUE TO THIRD-PARTY PAYERS 8951830 INTEREST RATE SWAP LIABILITIES 208027 SELF-INSURANCE LIABILITIES 578318 INTERCOMPANY PAYABLES (NET) 71027634 80765809 X Schedule D, Part X, Line 2 - FIN 48 (ASC 740) Footnote IU Health Ball Memorial Hospital is a subsidiary in IU Health's Consolidated Audited Financial Statements. The Internal Revenue Service (IRS) has determined that IU Health and certain of its affiliated entities are tax-exempt organizations as defined in Section 501(c)(3) of the Internal Revenue Code (IRC). IU Health and its tax-exempt affiliates are, however, subject to federal and state income taxes on unrelated business income under the provision of IRC Section 511. THE TAX CUTS AND JOBS ACT (TCJA) WAS ENACTED ON DECEMBER 22, 2017. FOR TAX-EXEMPT ENTITIES, TCJA REQUIRES ORGANIZATIONS TO CATEGORIZE CERTAIN FRINGE BENEFIT EXPENSES AS A SOURCE OF UNRELATED BUSINESS INCOME SUBJECT TO TAX, PAY AN EXCISE TAX ON COMPENSATION ABOVE CERTAIN THRESHOLDS, AND RECORD INCOME OR LOSSES FOR TAX DETERMINATION PURPOSES FROM UNRELATED BUSINESS ACTIVITIES ON AN ACTIVITY-BY-ACTIVITY BASIS, AMONG OTHER PROVISIONS. REGULATIONS NECESSARY TO IMPLEMENT CERTAIN ASPECTS OF TCJA ARE EXPECTED TO BE PROMULGATED BY THE IRS IN 2019. AS OF AND FOR THE YEAR ENDED DECEMBER 31, 2018, INDIANA UNIVERSITY HEALTH HAS MADE REASONABLE ESTIMATES OF THE PROVISION FOR INCOME TAXES, THE COMPENSATION EXCISE TAX, AND THE EFFECTS, IF ANY, ON EXISTING DEFERRED TAX BALANCES BASED ON ACCOUNTING GUIDANCE INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. INDIANA UNIVERSITY HEALTH WILL CONTINUE TO REFINE ITS CALCULATIONS IN FUTURE PERIODS, AS ADDITIONAL REGULATIONS AND GUIDANCE ARE ISSUED BY THE IRS. DEFERRED INCOME TAXES, WHICH AS OF DECEMBER 31, 2018 AND 2017, 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 AMOUNT USED FOR INCOME TAX PURPOSES. AS OF DECEMBER 31, 2018 AND 2017, THE INDIANA UNIVERSITY HEALTH SYSTEM HAD GROSS DEFERRED TAX ASSETS OF $119,965,000 AND $93,794,000, RESPECTIVELY, PRIMARILY RELATING TO NET OPERATING LOSS CARRYOVERS. MANAGEMENT DETERMINED THAT A FULL VALUATION ALLOWANCE AT BOTH DECEMBER 31, 2018 AND 2017 WAS NECESSARY TO REDUCE THE DEFERRED TAX ASSETS TO THE AMOUNT THAT WOULD MORE LIKELY THAN NOT BE REALIZED. ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, REQUIRES A VALUATION ALLOWANCE TO REDUCE THE DEFERRED TAX ASSETS REPORTED IF, BASED ON THE WEIGHT OF THE EVIDENCE, IT IS MORE LIKELY THAN NOT THAT SOME PORTION OR ALL OF THE DEFERRED TAX ASSETS WILL NOT BE REALIZED. THE CHANGE IN VALUATION ALLOWANCE FOR THE CURRENT YEAR IS $26,171,000. AT DECEMBER 31, 2018, THE INDIANA UNIVERSITY HEALTH SYSTEM HAS AVAILABLE NET OPERATING LOSS CARRYFORWARDS OF $482,349,000. NET OPERATING LOSSES GENERATED FROM 1999 THROUGH 2017 WILL EXPIRE BETWEEN 2019 AND 2037. NET OPERATING LOSSES GENERATED DURING 2018 DO NOT EXPIRE. Certain subsidiaries of IU Health are taxable entities. The tax expense and liabilities of these subsidiaries are not material to the consolidated financial statements. true true X true X false true true true false true true 5984 8243390 8243390 0.02130 8198 84271089 71449118 12821971 0.03310 14182 92514479 71449118 21065361 0.05440 29 79634 2544543 39263 2505280 0.00650 4 2487 15216485 3900139 11316346 0.02920 1 299 1743207 332500 1410707 0.00360 2 5741 927600 1280 926320 0.00240 36 88161 20431835 4273182 16158653 0.04170 36 102343 112946314 75722300 37224014 0.09610 2 260 62647 640 62007 0.00020 1 124 7404 7404 1 3865 111584 111584 0.00030 2 350 6909 6909 1 224 672956 672956 0.00170 7 4823 861500 640 860860 0.00220 false 4665822 130751509 130082396 669113 X true true 1 1 IU HEALTH BALL MEMORIAL HOSPITAL 2401 UNIVERSITY AVE MUNCIE IN 47303 SEE PART V, SECTION C 18-005079-1 X X X X X IU HEALTH BALL MEMORIAL HOSPITAL 1 false false true X X X X X X X X X 18 true false false true X SEE PART V, SECTION C X true 19 true SEE PART V, SECTION C false true X 200. 0. X X X X X X true true X X X true X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 5 - Input from Community In conducting its most recent Community Health Needs Assessment ("CHNA") IU Health Ball Memorial Hospital took into account input from persons who represent the broad interests of the communities it serves. Primary data were gathered in three different methodologies for this assessment: Community Meetings, Key Stakeholder Interviews, and a Community Survey. For purposes of this CHNA, IU Health Ball Memorial Hospitals community is defined as Delaware, Jay, and Randolph Counties, Indiana. These three counties accounted for 80.9 percent of the hospitals inpatient cases in 2016. Community Meetings Delaware County On May 10, 2018, two meetings of community representatives were held at the IU Health Ball Memorial Hospital in Muncie, the county seat of Delaware County. The first meeting was attended by 23 community members, and the second meeting was attended by 14 community members. The community members were invited by IU Health because they represent important community organizations and sectors such as: local health departments, non-profit organizations, local business, health care providers, and schools. Through this meeting, IU Health sought a breadth of perspectives on the communitys health needs. The specific organizations represented at the meetings are listed below. - Alpha Center - BY5 - Ball State University - Bethel Point Rehab - Bridges Community Services - Boys and Girls Club of Muncie - Building Better Communities/Ball State University - Cancer Services of East Central Indiana - City of Muncie - Delaware County Government - Delaware County Health Department - Delaware County Senior Center - IU Health Ball Memorial Hospital - IU Health East Central Region - Meridian Health Services - Muncie/Delaware County Chamber of Commerce - Open Door Health Services - Purdue Extension - Second Harvest Food Bank - Transition Resources Corporation Head Start - Westminster Village - YWCA of Muncie - Youth Opportunity Center The meeting began with a presentation that discussed the goals and status of the CHNA process and the purpose of the community meetings. Then, secondary data were presented, along with a summary of the most unfavorable community health indicators. For Delaware County, those indicators were (in alphabetical order): - Adult smoking - Housing problems in Delaware County - Infant mortality and low birth weight births - Mental health and supply of mental health providers - Physical inactivity and access to healthy food - Poverty rates and children in poverty - Supply of primary care physicians and dentists Participants then were asked to discuss whether the identified, unfavorable indicators accurately identified the most significant community health issues and were encouraged to add issues that they believed were significant. Several issues were added at the meetings, such as: chronic disease, cancer, services for the elderly, adverse childhood experiences, social associations/ connectedness, obesity, health literacy, addictions, access to specialty physicians, built environment, lead problems, and supply of primary care physicians and dentists. In addition, physical inactivity and access to healthy food were split into their own line items, instead of being combined. During the meetings, a range of other topics was discussed, including: - Differences in secondary data for mental health indicators - Inter-relatedness of needs - Services for the elderly - Difference between obesity, physical activity, and access to healthy food After discussing the needs identified through secondary data and adding others to the list, each participant was asked through a voting process to identify "three to five" they consider to be most significant. From this process, the groups identified the following needs as most significant for Delaware County: The results from the first meeting were as follows: - Mental health and supply of mental health providers - Poverty rates and children in poverty - Obesity - Tied for fourth: Adult smoking and adverse childhood experiences The results from the second meeting were as follows: - Addictions - Physical activity/obesity - Access to healthy foods - Adult smoking - Infant mortality Interviews Delaware County An interview was also conducted with a representative of the Delaware county health department. The interview was conducted to assure that appropriate and additional input was received from governmental public health officials. The results of the community meetings were discussed and insights were sought regarding significant community health needs, why such needs are present, and how they can be addressed. The interview was guided by a structured protocol. The interview was guided by a structured protocol that focused on opinions regarding significant community health needs, describing why such needs are present, and seeking ideas for how to address them. The interviewee confirmed that some of the top needs identified by the community meeting group were some of the most significant in the community. These needs were: - Mental health, addictions, and supply of mental health providers (including rehabilitation and addiction services) - Poverty rates and children in poverty - Obesity - Physical inactivity - Access to healthy foods Drug addiction was identified as a major issue, and it was believed that receiving long-term treatment is not an option for many seeking treatment. Few resources were believed to exist in the county, and resources outside of the county were thought to have long wait lists. Poverty is a significant issue, with Delaware County ranking as one of the highest poverty counties in the state. The community was thought to be in a difficult period after the decline of industry in the region, with issues stemming from this including: - Losing population and tax base - Poor infrastructure, particularly for roads - Failure to attract employers to the area due to infrastructure concerns - Failure to retain a locally-educated population from the local Ball State University Access to healthy food was identified as a key contributor to the significant obesity issue, exacerbated by poverty and the growing rate of fast food restaurants in the county. While healthy options were thought to exist on a smaller scale, cheaper unhealthy food is more readily accessible. A lack of regular exercise was also identified as a main contributor to the issue of obesity, particularly among poorer communities. Many neighborhoods did not have a built environment to support regular exercise, with issues such as crime, lack of sidewalks, heavy traffic, and others contributing to an unsafe physical environment. Infant mortality was identified as a significant issue, with a lack of parent education on child safety (such as infants sleeping in the same bed as parents or other children) contributing. A lack of social associations, connectedness, and support systems was thought to play a role in many of the county issues, particularly with mental health and addiction problems. Communicable diseases, particularly Hepatitis C and HIV, are increasingly common due to intravenous drug use in the community. The need for a central resource to refer residents with mental health, behavioral health, and addiction needs was identified as a significant need. The need for more public outreach and education programs on nutrition and physical activity, in places other than a clinical setting, was identified. Adult smoking and resultant chronic diseases were also identified as issues. Community Meetings Jay County On May 23, 2018, two meetings of community representatives were held at the IU Health Jay Hospital in Portland, the county seat of Jay County. The meetings were attended by 28 community members invited by IU Health because they represent important community organizations and sectors such as: local health departments, police/ fire departments, non-profit organizations, local business, health care providers, local policymakers, faith-based organizations, and schools. Through the meetings, IU Health sought a breadth of perspectives on the communitys health needs. The specific organizations represented at the meetings are listed below. - Community & Family Services - Crown Pointe Senior Living - First Merchants Bank - Fort Recovery Industries - Geneva Town Council - IU Health Jay Hospital - Jay-Randolph Developmental Services, Inc. - Jay County Chamber - Jay County Child Services - Jay County Community Development - Jay County Council - Jay County Health Department - Jay County Ministerial Association - Jay County Tourism - Jay Schools - John Jay Center for Learning - Life Stream - Meridian Health Services - Pennville Town Council - Persimmon Ridge Rehab - Portland Fire Department - Portland Foundation - Portland Police Department - Swiss Village, Inc. - United Way of Jay The meeting began with a presentation that discussed the goals and status of the CHNA process and the purpose of the community meetings. Then, secondary d Schedule H, Part V, Section B, Line 7a - CHNA Website A copy of IU Health Ball Memorial Hospitals CHNA is available on its website at the following URL: https://iuhealth.org/about-iu-health/in-the-community/ Schedule H, Part V, Section B, Line 10a - Implementation Strategy Website A copy of IU Health Ball Memorial Hospitals CHNA implementation strategy is available on its website at the following URL: https://iuhealth.org/about-iu-health/in-the-community/ Schedule H, Part V, Section B, Line 11 - Addressing Identified Needs In conjunction with the CHNA, IU Health Ball Memorial Hospitals Board adopted an implementation strategy in April 2019 related to the 2018 CHNA. IU Health Ball Memorial Hospital prioritized and determined which of the community health needs identified in its most recently conducted CHNA were most critical for it to address. IU Health Ball Memorial Hospital will address the following community health needs between 2019 and 2021: - Access to Healthcare Services - Drug and Substance Abuse (including Opioids and Alcohol) - Food Insecurity and Healthy Eating - Mental Health - Obesity, Diabetes, and Physical Inactivity - Smoking and Tobacco Usage - Social Determinants of Health IU Health uses the term "Behavioral Health" to refer to Mental Health and Drug and Substance Abuse (including Opioids and Alcohol). Access to Healthcare IU Health Ball Memorial Hospitals implementation strategy to address the identified need of Access to Healthcare includes the following: - Recruit new primary care, obstetric and mental health medical doctors to practice in East Central Region. - Utilize IU Healths internal recruitment resources. - Leverage IU Health Ball Memorial Residency Programs for potential recruits. - Maintain and update facilities plan and initiatives to support incoming practices. - Provide two family medicine directors and a resident rotation at a subsidized rate to local federally qualified health center (FQHC) Open Door Health Services to expand obstetrics capacity to serve low-income residents. - Collaborate with Ball State University regarding health improvement initiatives at Muncie Community Schools. - Form work groups around identified health needs for region. - Composition of work groups to include identified Ball State University stakeholders and other relevant community partners. - Develop collaboration plan to support/enhance/expand IU Health Ball Memorial Hospital Community Health Needs Assessment strategies around identified health needs. Behavioral Health (includes Drug & Substance Abuse and Mental Health) IU Health Ball Memorial Hospitals implementation strategy to address the identified need of Behavioral Health includes the following: - Provide structured therapeutic recovery program. - Apply for grant funding to expand virtual IOP to serve other East Central Region facilities. - Assist in the establishment of a community network of existing substance use disorders (SUD) related concerns. - Employ peer recovery coaches in the IU Health Ball Memorial Hospital Emergency Department (ED). - Apply for Health Resources and Services Administration (HRSA) grant funding for a full time psychologist and postdoctoral fellow to be placed in the internal medicine residency. - Provide Screening, Brief Intervention, and Referral to Treatment (SBIRT) process for family medicine clinic patients. - Provide prescription medication disposal kiosks at IU Health East Central Region facilities. - Provide Perinatal Coordinator to facilitate and collaborate within the hospital and with outside physician offices and community agencies to enhance efforts to decrease infant mortality in the IU Health East Central Region. - Collaborate with Ball State University regarding health improvement initiatives at Muncie Community Schools. - Form work groups around identified health needs for region. - Composition of work groups to include identified Ball State University stakeholders and other relevant community partners. - Develop collaboration plan to support/enhance/expand IU Health Ball Memorial Hospital Community Health Needs Assessment strategies around identified health needs. Food Insecurity and Healthy Eating IU Health Ball Memorial Hospitals implementation strategy to address the identified need of Food Insecurity and Healthy Eating includes the following: - Support communication, organization and facilitation of local collaboration to advance new food policy, food waste reduction, and food access. - Facilitate organization recruitment and engagement using the collective impact model around improved nutrition, increased physical activity and tobacco cessation. - Organize workgroups and develop partner tools for audience engagement. - Build and maintain Healthy Community Alliance (HCA) website and other communication tools to support partner engagement. - Engage local organizations to recruit low-income families to participate. - Provide opportunities for families to learn about nutrition value of fresh produce, physical activity and tobacco cessation. - Offer IU Health Bucks to participants so they may fully engage in farmers market experience. - Collaborate with Ball State University regarding health improvement initiatives at Muncie Community Schools. - Form work groups around identified health needs for region. - Composition of work groups to include identified Ball State University stakeholders and other relevant community partners. - Develop collaboration plan to support/enhance/expand IU Health Ball Memorial Hospital Community Health Needs Assessment strategies around identified health needs. Obesity, Diabetes, and Physical Inactivity IU Health Ball Memorial Hospitals implementation strategy to address the identified need of Obesity, Diabetes, and Physical Inactivity include the following: - Support communication, organization and facilitation of local collaboration to advance new food policy, food waste reduction, and food access. - Facilitate organization recruitment and engagement using the collective impact model around improved nutrition, increased physical activity and tobacco cessation. - Organize workgroups and develop partner tools for audience engagement. - Build and maintain Healthy Community Alliance (HCA) website and other communication tools to support partner engagement. - Engage local organizations to recruit low-income families to participate. - Provide opportunities for families to learn about nutrition value of fresh produce, physical activity and tobacco cessation. - Offer IU Health Bucks to participants so they may fully engage in farmers market experience. - Collaborate with Ball State University regarding health improvement initiatives at Muncie Community Schools. - Form work groups around identified health needs for region. - Composition of work groups to include identified Ball State University stakeholders and other relevant community partners. - Develop collaboration plan to support/enhance/expand IU Health Ball Memorial Hospital Community Health Needs Assessment strategies around identified health needs. Smoking and Tobacco Usage IU Health Ball Memorial Hospitals implementation strategy to address the identified need of Smoking and Tobacco Usage include the following: - Facilitate organization recruitment and engagement using the collective impact model around improved nutrition, increased physical activity and tobacco cessation. - Organize workgroups and develop partner tools for audience engagement. - Build and maintain Healthy Community Alliance (HCA) website and other communication tools to support partner engagement. - Engage local organizations to recruit low-income families to participate. - Provide opportunities for families to learn about nutrition value of fresh produce, physical activity and tobacco cessation. - Offer IU Health Bucks to participants so they may fully engage in farmers market experience. - Educate staff regarding "Ask, Advise, Refer" process to refer patients and family members to the Indiana Tobacco Quitline. - Provide Perinatal Coordinator to facilitate and collaborate within the hospital and with outside physician offices and community agencies to enhance efforts to decrease infant mortality in the IU Health East Central Region. - Collaborate with Ball State University regarding health improvement initiatives at Muncie Community Schools. - Form work groups around identified health needs for region. - Composition of work groups to include identified Ball State University stakeholders and other relevant community partners. - Develop collaboration plan to support/enhance/expand IU Health Ball Memorial Hospital Community Health Needs Assessment strategies around identified health needs. Social Determinants of Health IU Health Ball Memorial Hospitals implementation strategy to address the identified need of Social Determinants of Health include the following: - Support communication, organization and facilitation of local collaboration to advance new food policy, food waste reduction, and food access. - Collaborate with local laundromat to offer coupon program. - Offer coupons to those experiencing homelessness and low-income audiences in conjunction with local food pantry program. - Investigate potential partnership levels and investments with community-building activities related to food access, housing, and employment for underserved audiences. - Collaborate with Ball State University regarding health improvement initiatives at Muncie Community Schools. - Form work groups around iden Schedule H, Part V, Section B, Line 13b - Income Level Other than FPG In addition to FPG, IU Health Ball Memorial Hospital may take into consideration a patient's income and/or ability to pay in calculation of a financial assistance award. Schedule H, Part V, Section B, Line 13h - Other FAP Factors IU Health Ball Memorial Hospital takes into consideration several other factors in determining patient eligibility for financial assistance. These factors include the following: 1. IU Health Ball Memorial Hospital's Individual Solutions Department Prior to seeking Financial Assistance under the FAP, all patients or their guarantors must consult with a member of IU Health Ball Memorial Hospital's Individual Solutions department to determine if healthcare coverage may be obtained from a government insurance/assistance product or from the Health Insurance Exchange Marketplace. 2. Alternate Sources of Assistance When technically feasible, a patient will exhaust all other state and federal assistance programs prior to receiving an award from IU Health Ball Memorial Hospitals Financial Assistance Program. Patients who may be eligible for coverage under an applicable insurance policy, including, but not limited to, health, automobile, and homeowners, must exhaust all insurance benefits prior to receiving an award from IU Health Ball Memorial Hospitals Financial Assistance Program. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. Patients may be asked to show proof that such a claim was properly submitted to the proper insurance provider at the request of IU Health Ball Memorial Hospital. Eligible patients who receive medical care from IU Health Ball Memorial Hospital as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award to which IU Health Ball Memorial Hospital is entitled. In the event a Financial Assistance Award has already been granted in such circumstances, IU Health Ball Memorial Hospital reserves the right to reverse the award in an amount equal to the amount IU Health Ball Memorial Hospital would be entitled to receive had no Financial Assistance been awarded. 3. Alternate Methods of Eligibility Determination IU Health Ball Memorial Hospital will conduct a quarterly review of all accounts placed with a collection agency partner for a period of no less than one hundred and twenty (120) days after the account is eligible for an Extraordinary Collection Action ("ECA"). Said accounts may be eligible for assistance under the FAP based on the patients individual scoring criteria. To ensure all patients potentially eligible for Financial Assistance under the FAP may receive Financial Assistance, IU Health Ball Memorial Hospital will deem patients/guarantors to be presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs, received emergency or direct admit care, and satisfied his/her required co-pay/deductible: - Indiana Childrens Special Health Care Services - Medicaid - Healthy Indiana Plan - Patients who are awarded Hospital Presumptive Eligibility (HPE) - Enrolled in a state and/or federal program that verifies the patient's gross household income is less than or equal to 200% of the Federal Poverty Level 4. Additional Considerations Financial Assistance may be granted to a deceased patients account if said patient is found to have no estate. Additionally, IU Health Ball Memorial Hospital will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance application. 5. Non-Emergent Services Down Payment Uninsured Patients presenting for scheduled or other non-emergent services will not be charged more than the Amounts Generally Billed ("AGB") for their services. Patients will receive an estimated AGB cost of their care prior to IU Health Ball Memorial Hospital rendering the services and will be asked to pay a down-payment percentage of the AGB adjusted cost prior to receiving services. In the event a patient is unable to fulfill the down-payment, their service may be rescheduled for a later date as medically prudent and in accordance with all applicable federal and state laws and/or regulations. 6. Emergency Services Non-Refundable Deposit This section will be implemented with a strict adherence to EMTALA and IU Health Policy ADM 1.32, Screening and Transfer of Emergency or Unstable Patients. Amount of Non-Refundable Deposit All Uninsured Patients presenting for services at IU Health Ball Memorial Hospitals Emergency Department, via transfer from another hospital facility, or direct admission, will be responsible for a one-hundred dollar ($100.00) non-refundable deposit for services rendered. Patients/guarantors will be responsible for any copays and/or deductibles required by their plan prior to full Financial Assistance being applied. Uninsured Patients wishing to make an application for Financial Assistance greater than the AGB must fulfill their non-refundable deposit prior to IU Health Ball Memorial Hospital processing said application. Uninsured Patients making payments toward their outstanding non-refundable deposit balance will have said payments applied to their oldest application on file, if applicable. Schedule H, Part V, Section B, Line 16a - FAP Website A copy of IU Health Ball Memorial Hospitals FAP is available at the following URL: https://iuhealth.org/pay-a-bill/financial-assistance Schedule H, Part V, Section B, Line 16b - FAP Application Website A copy of IU Health Ball Memorial Hospitals FAP Application is available at the following URL: https://iuhealth.org/pay-a-bill/financial-assistance Schedule H, Part V, Section B, Line 16c - FAP PLS Website A plain language summary of the FAP, including translated copies, is available on the following website: https://iuhealth.org/pay-a-bill/financial-assistance Schedule H, Part V, Section B, Line 16j - Other Measures to Publicize IU Health Ball Memorial Hospital takes several other measures to publicize its FAP within the community. These measures include the following: 1. Conspicuous public displays will be posted in appropriate acute care settings such as the emergency department and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 2. IU Health Ball Memorial Hospital will include a conspicuous written notice on all patient billing statements that notifies the patient about the availability of this Policy, and the telephone number of its Customer Service Department which can assist patients with any questions they may have regarding this Policy. 3. IU Health Ball Memorial Hospital Customer Service representatives will be available via telephone Monday through Friday, excluding major holidays, from 8:00 a.m. to 7:00 p.m. Eastern Time to address questions related to this Policy. 4. IU Health Ball Memorial Hospital will broadly communicate this Policy as part of its general outreach efforts. 5. IU Health Ball Memorial Hospital will educate its patient facing team members of the FAP and the process for referring patients to the Program. SCHEDULE H, PART V, SECTION B, LINE 3E - PRIORITIZED HEALTH NEEDS IU Health Ball Memorial Hospitals 2018 Community Health Needs Assessment (CHNA) Report includes a prioritized description of significant health needs in the community. The CHNA report identified the following seven needs as priorities for IU Health Ball Memorial Hospital: - Access to Health Care Services - Drug and Substance Abuse - Food Insecurity and Healthy Eating - Mental Health - Obesity, Diabetes, and Lack of Physical Activity - Smoking and Tobacco Usage - Social Determinants of Health Schedule H, Part V, Section A, Line 1 Primary Website Address https://iuhealth.org/find-locations/iu-health-ball-memorial-hospital 16 BALL CANCER CENTER 2200 FOREST RIDGE RD STE 120 NEW CASTLE IN 47362 DIAGNOSTIC AND OTHER OUTPATIENT BALL MEMORIAL HOSPITAL SLEEP LAB 6000 W KILGORE AVE MUNCIE IN 47304 DIAGNOSTIC AND OTHER OUTPATIENT BREAST CENTER SERVICE 2598 W WHITE RIVER MUNCIE IN 47303 DIAGNOIST AND OTHER OUTPATIENT CANCER CENTER AT JAY COUNTY HOSPITAL 510 W VOTAW ST STE A PORTLAND IN 47371 DIAGNOSTIC AND OTHER OUTPATIENT IUH BALL MEM HOSP RADIOLOGY YORKTOWN 1420 S PILGRM BLVD YORKTOWN IN 47396 DIAGNOSTIC AND OTHER OUTPATIENT IUH BALL MEM HOSP REHABILITATION SVCS 3600 W BETHEL AVE MUNCIE IN 47303 DIAGNOSTIC AND OTHER OUTPATIENT BMH PEDIATRIC REHABILITATION CENTER 205 N TILLOTSON AVE MUNCIE IN 47304 DIAGNOSTIC AND OTHER OUTPATIENT PAIN MGMT CTR & FAM HEALTHCARE PHARM 5501 W BETHEL AVE MUNCIE IN 47304 DIAGNOSITC AND OTHER OUTPATIENT WOUND HEALING CENTER & BARIATRIC CENTER 2901 W JACKSON ST MUNCIE IN 47303 DIAGNOSITC AND OTHER OUTPATIENT BALL STATE HEALTHCENTER PHARMACY 1500 NEELY AVE MUNCIE IN 47303 PHARMACY BLACKFORD COMMUNITY HEALTHCARE PHARMACY 400 PILGRIM BLVD HARTFORD CITY IN 47348 PHARMACY PAVILION COMMUNITY PHARMACY 2401 W UNIVERSITY AVE OMP 1635 MUNCIE IN 47303 PHARMACY SOUTHWAY HEALTHCARE PHARMACY 3813 S MADISON ST MUNCIE IN 47302 PHARMACY YORKTOWN HEALTHCARE PHARMACY 1420 S PILGRIM BLVD YORKTOWN IN 47396 PHARMACY BMH REHABILITATION SERVICES 3300 W COMMUNITY DR MUNCIE IN 47304 DIAGNOSTIC AND OTHER OUTPATIENT East Central Radiology 2598 W White River Blvd Muncie IN 47303 DIAGNOSTIC AND OTHER OUTPATIENT Schedule H, Part I, Line 3c - Other Factors Used in Determining Elig. IU Health Ball Memorial Hospital uses several factors other than Federal Poverty Guidelines ("FPGs") in determining eligibility for free care under its FAP. These factors include the following: 1. Indiana Residency Requirement Financial Assistance will only be made available to residents of the State of Indiana and those eligible for assistance under 42 U.S.C.A. 1396b(v). IU Health Ball Memorial Hospital will employ the same residency test as set forth in Indiana Code 6-3-1-12 to define an Indiana resident. The term Resident includes any individual who was domiciled in Indiana during the taxable year, or any individual who maintains a permanent place of residence in Indiana and spends more than one hundred eight-three (183) days of the taxable year in Indiana. Patients residing in the state of Indiana while attending an institution of higher education may be eligible for assistance under the FAP if they meet the aforementioned residency test and are not claimed as a dependent on a parents or guardian's federal income tax return. 2. IU Health Ball Memorial Hospital's Individual Solutions Department Prior to seeking Financial Assistance under the FAP, all patients or their guarantors must consult with a member of IU Health Ball Memorial Hospital's Individual Solutions department to determine if healthcare coverage may be obtained from a government insurance/assistance product or from the Health Insurance Exchange Marketplace. 3. Uninsured Patients All Uninsured Patients presenting for services at IU health Ball Memorial Hospital eligible under the FAP will not be charged more than the AGB as described in the FAP. 4. Services Rendered by Individual Providers The FAP does not cover services rendered by individual providers. A full listing of providers and services not covered by the FAP is available at HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE and is updated on a quarterly basis. 5. Alternate Sources of Assistance When technically feasible, a patient will exhaust all other state and federal assistance programs prior to receiving an award from IU Health Ball Memorial Hospitals Financial Assistance Program. Patients who may be eligible for coverage under an applicable insurance policy, including, but not limited to, health, automobile, and homeowners, must exhaust all insurance benefits prior to receiving an award from IU Health Ball Memorial Hospitals Financial Assistance Program. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. Patients may be asked to show proof that such a claim was properly submitted to the proper insurance provider at the request of IU Health Ball Memorial Hospital. Eligible patients who receive medical care from IU Health Ball Memorial Hospital as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award to which IU Health Ball Memorial Hospital is entitled. In the event a Financial Assistance Award has already been granted in such circumstances, IU Health Ball Memorial Hospital reserves the right to reverse the award in an amount equal to the amount IU Health Ball Memorial Hospital would be entitled to receive had no Financial Assistance been awarded. 6. Alternate Methods of Eligibility Determination IU Health Ball Memorial Hospital will conduct a quarterly review of all accounts placed with a collection agency partner for a period of no less than one hundred and twenty (120) days after the account is eligible for an ECA. Said accounts may be eligible for assistance under the FAP based on the patients individual scoring criteria. To ensure all patients potentially eligible for Financial Assistance under the FAP may receive Financial Assistance, IU Health Ball Memorial Hospital will deem patients/guarantors to be presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs, received emergency or direct admit care, and satisfied his/her required co-pay/deductible: - Indiana Childrens Special Health Care Services - Medicaid - Healthy Indiana Plan - Patients who are awarded Hospital Presumptive Eligibility (HPE) - Enrolled in a state and/or federal program that verifies the patients gross household income is less than or equal to 200% of the Federal Poverty Level. 7. Additional Considerations Financial Assistance may be granted to a deceased patients account if said patient is found to have no estate. Additionally, IU Health Ball Memorial Hospital will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance application. 8. Patient Assets IU Health Ball Memorial Hospital may consider patient/guarantor Assets in the calculation of a patient's true financial burden. A patient's/guarantor's primary residence and one (1) motor vehicle will be exempted from consideration in most cases. A patient's primary residence is defined as the patient's principal place of residence and will be excluded from a patient's extraordinary asset calculation so long as the patient's equity is less than five-hundred thousand dollars ($500,000) and the home is occupied by the patient/guarantor, patient's/guarantor's spouse or child under twenty-one (21) years of age. One (1) motor vehicle may be excluded as long as the patient's equity in the vehicle is less than fifty-thousand dollars ($50,000). IU Health Ball Memorial Hospital reserves the right to request a list of all property owned by the patient/guarantor and adjust a patient's award of Financial Assistance if the patient demonstrates a claim or clear title to any extraordinary Asset not excluded from consideration under the above guidance. 9. Non-Emergent Services Down Payment Uninsured Patients presenting for scheduled or other non-emergent services will not be charged more than the AGB for their services. Patients will receive an estimated AGB cost of their care prior to IU Health Ball Memorial Hospital rendering the services and will be asked to pay a down-payment percentage of the AGB adjusted cost prior to receiving services. In the event a patient is unable to fulfill the down-payment, their service may be rescheduled for a later date as medically prudent and in accordance with all applicable federal and state laws and/or regulations. 10. Emergency Services Non-Refundable Deposit This section will be implemented with a strict adherence to EMTALA and IU Health Policy ADM 1.32, Screening and Transfer of Emergency or Unstable Patients. Amount of Non-Refundable Deposit All Uninsured Patients presenting for services at IU Health Ball Memorial Hospitals Emergency Department, via transfer from another hospital facility, or direct admission, will be responsible for a one-hundred dollar ($100.00) non-refundable deposit for services rendered. Patients/guarantors will be responsible for any copays and/or deductibles required by their plan prior to full Financial Assistance being applied. Uninsured Patients wishing to make an application for Financial Assistance greater than the AGB must fulfill their non-refundable deposit prior to IU Health Ball Memorial Hospital processing said application. Uninsured Patients making payments toward their outstanding non-refundable deposit balance will have said payments applied to their oldest application on file, if applicable. Schedule H, Part I, Line 6a - C.B. Report Prepared by a Related Org. IU Health Ball Memorial Hospitals community benefit and other investments, encompassing its total community investment, are included in the IU Health Community Benefit Report which is prepared on behalf of and includes IU Health and its related hospital entities in the State of Indiana ("IU Health Statewide System"). The IU Health Community Benefit Report is made available to the public on IU Healths website at: https://iuhealth.org/in-the-community The IU Health Community Benefit Report is also distributed to numerous key organizations throughout the State of Indiana in order to broadly share the IU Health Statewide Systems community benefit efforts. It is also available by request through the Indiana State Department of Health or IU Health. Schedule H, Part I, Line 7, Column (f) - Bad Debt Expense The amount of bad debt expense included on Form 990, Part IX, Line 25, column (A), but subtracted for purposes of calculating the percentage of total expense on Line 7, column (f) is $24,002,888. Bad debt expense is reported at cost based on the cost-to-charge ratio derived from Worksheet 2, Ratio of Patient Care Cost-to-Charges. Schedule H, Part I, Line 7 - Total Community Benefit Expense Schedule H, Part I, Line 7, Column (f), Percent of Total Expense, is based on column (e) Net Community Benefit Expense. The percent of total expense based on column (c) Total Community Benefit Expense, which does not include direct offsetting revenue, is 29.14%. Schedule H, Part III, Line 2 - Methodology Used to Est. Bad Debt Exp. The bad debt expense of $4,665,822 reported on Schedule H, Part III, Line 2 is reported at cost, as calculated using the cost to charge ratio methodology. SCHEDULE H, PART III, LINE 3 - EST. BAD DEBT ATTR. TO PATIENTS UNDER FAP AN UNINSURED PATIENT AND/OR GUARANTOR WHO WAS ADMITTED THROUGH AN ELIGIBLE FACILITY'S EMERGENCY DEPARTMENT VIA A DIRECT ADMISSION FROM A PHYSICIAN'S OFFICE, OR TRANSFER FROM ANOTHER HOSPITAL FACILITY, AND WHOSE HOUSEHOLD INCOME IS LESS THAN OR EQUAL TO 200% OF THE FEDERAL POVERTY LEVEL MAY BE ELIGIBLE FOR FULL CHARITY ASSISTANCE AFTER THE SUCCESSFUL COMPLETION OF THE FINANCIAL ASSISTANCE APPLICATION AND SATISFACTION OF HIS/HER NON-REFUNDABLE DEPOSIT. TO CAPTURE ALL PATIENTS WHO ARE POTENTIALLY ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THE IU HEALTH FINANCIAL ASSISTANCE POLICY, IU HEALTH WILL DEEM PATIENTS/GUARANTORS TO BE PRESUMPTIVELY ELIGIBLE FOR FINANCIAL ASSISTANCE IF THEY ARE FOUND TO BE ELIGIBLE FOR ONE OF THE FOLLOWING PROGRAMS, RECEIVED EMERGENCY OR DIRECT ADMIT CARE, AND SATISFIED THE REQUIRED CO-PAY/DEDUCTIBLE: 1. INDIANA CHILDREN'S SPECIAL HEALTH CARE SERVICES 2. MEDICAID 3. HEALTHY INDIANA PLAN 4. PATIENTS WHO ARE AWARDED HOSPITAL PRESUMPTIVE ELIGIBILITY 5. ENROLLED IN A STATE AND/OR FEDERAL PROGRAM THAT VERIFIES THE PATIENT'S GROSS HOUSEHOLD INCOME IS LESS THAN OR EQUAL TO 200% OF THE FEDERAL POVERTY LEVEL (FPL). IU HEALTH ALSO CONDUCTS A QUARTERLY REVIEW OF ALL ACCOUNTS PLACED WITH A COLLECTION AGENCY PARTNER FOR A PERIOD OF NO LESS THAN ONE HUNDRED AND TWENTY (120) DAYS AFTER THE ACCOUNT IS ELIGIBLE FOR AN EXTRAORDINARY COLLECTION ACTIONS. SAID ACCOUNTS MAY BE ELIGIBLE FOR ASSISTANCE UNDER THE FINANCIAL ASSISTANCE POLICY BASED ON THE PATIENT'S INDIVIDUAL SCORING CRITERIA AND ARE NOT INCLUDED IN BAD DEBT. DUE TO THIS COMPREHENSIVE METHODOLOGY, IU HEALTH DOES NOT BELIEVE ANY AMOUNT OF BAD DEBT IS ATTRIBUTABLE TO PATIENTS WHO MAY BE ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY AND NO PORTION OF BAD DEBT IS INCLUDED AS COMMUNITY BENEFIT. Schedule H, Part III, Line 4 - Bad Debt Expense IU Health's consolidated financial statements, Footnote 4, addresses bad debt expense as follows: The Indiana University Health System does not require collateral or other security from its patients, substantially all of whom are residents of the State, for the delivery of health care services. However, consistent with industry practice, the Indiana University Health System routinely obtains assignment of (or is otherwise entitled to receive) patients benefits payable under their health insurance programs, plans or policies (e.g., Medicare, Medicaid, managed care payers, and commercial insurance policies). The Indiana University Health System uses a portfolio approach to account for categories of patient contracts as a collective group, rather than recognizing revenue on an individual contract basis. The portfolios consist of major payer classes for inpatient revenue and outpatient revenue. Based on the historical collection trends and other analysis, the Indiana University Health System believes that revenue recognized by utilizing the portfolio approach approximates the revenue that would have been recognized if an individual contract approach were used. In support of its mission, the Indiana University Health System provides care to uninsured and underinsured patients. The Indiana University Health System provides charity care to patients who lack financial resources and are deemed to be medically indigent. Under its financial assistance policy, the Indiana University Health System provides medically necessary care to uninsured patients with inadequate financial resources at charitable discounts equivalent to the amounts generally billed, and it provides eligibility for full charity for emergent encounters for uninsured patients who earn less than 200% of the federal poverty level and who meet application criteria. Patients whose liability is deemed catastrophic relative to their annual household income are also eligible for reduced charges. Since the Indiana University Health System does not pursue collection of these amounts, the discounted amounts are not reported as patient service revenue. The Indiana University Health System uses presumptive eligibility screening procedures for free care and recognizes net patient service revenue on services provided to self-pay patients at the discounted rate at the time services are rendered. The estimated cost of charity care, using the consolidated cost to charge ratio, was $94,886,000 and $85,295,000 in 2018 and 2017, respectively. Schedule H, Part III, Line 8 - Medicare Shortfall IU Health Ball Memorial Hospital did not have a Medicare shortfall for 2018. IU Health Ball Memorial Hospital's Medicare reimbursements, however, are less than the cost of providing patient care and services to Medicare beneficiaries and do not include any amounts that result from inefficiencies or poor management in 2018. IU Health Ball Memorial Hospital accepts all Medicare patients knowing that there may be shortfalls; therefore it has taken the position that any shortfall should be counted as part of its community benefit. Additionally, it is implied in Internal Revenue Service Revenue Ruling 69-545 that treating Medicare patients is a community benefit. Revenue Ruling 69-545, which established the community benefit standard for nonprofit hospitals, states that if a hospital serves patients with governmental health benefits, including Medicare, then this is an indication that the hospital operates to promote the health of the community. The amount reported on Schedule H, Part III, Line 6 is calculated, in accordance with the Form 990 instructions, using "allowable costs" from the IU Health Ball Memorial Hospital Medicare Cost Report. "Allowable costs" for Medicare Cost Report purposes, however, are not reflective of all costs associated with IU Health Ball Memorial Hospital's participation in Medicare programs. For example, the Medicare Cost Report excludes certain costs such as billed physician services, the costs of Medicare Parts C and D, fee schedule reimbursed services, and durable medical equipment services. Inclusion of all costs associated with IU Health Ball Memorial Hospital participation in Medicare programs would significantly reduce the Medicare surplus reported on Schedule H, Part III, Line 7. Schedule H, Part III, Line 9b - Written Debt Collection Policy IU Health Ball Memorial Hospitals FAP and Written Debt Collection Policy describe the collection practices applicable to patients, including those who may qualify for financial assistance. 1. Financial Assistance Application Patients or their guarantors wishing to apply for Financial Assistance are encouraged to submit a Financial Assistance Application within ninety (90) days of their discharge. Patients or their guarantors may submit an application up to two-hundred and forty (240) days from the date of their first billing statement from IU Health, however, accounts may be subject to ECA as soon as one hundred and twenty (120) days after having received their first billing statement. Patients or their guarantors submitting an incomplete application will receive written notification of the applications deficiency upon discovery by IU health. The application will be pended for a period of forty-five (45) days from the date the notification is mailed. IU Health will suspend any ECA until the application is complete, or the patient fails to cure any deficiencies in their application in the allotted period. Patients with limited English proficiency may request to have a copy of the FAP, a FAP Application, and FAP Plain Language Summary in one of the below languages: - Arabic - Burmese - Burmese-Falam - Burmese-Hakha Chin - Mandarin/Chinese - Spanish The patient, and/or their representative, such as the patients physician, family members, legal counsel, community or religious groups, social services or hospital personnel may request a FAP Application to be mailed to a patients primary mailing address free of charge. IU Health Ball Memorial Hospital keeps all applications and supporting documentation confidential. Patients applying for assistance under the FAP will be required to complete a Financial Assistance Application. Patients must include the following documentation with their Financial Assistance Application: - All sources of Income for the last three (3) months; - Most recent three (3) months of pay stubs or Supplemental Security Income via Social Security; - Most recent three (3) statements from checking and savings accounts, certificates of deposit, stocks, bonds and money market accounts; - Most recent state and Federal Income Tax forms including schedules C, D, E, and F. In the event a patients and/or guarantors income does not warrant the filing of a federal tax return, the patient may submit a notarized affidavit attesting to the foregoing; - Most recent W-2 statement; - For patients or members of the Household who are currently unemployed, Wage Inquiry from WorkOne; and - If applicable, divorce/dissolution decrees and child custody order 2. Eligibility Determination IU Health Ball Memorial Hospital will inform patients or guarantors of the results of their application by providing the patient or guarantor with a Financial Assistance Determination within ninety (90) days of receiving a completed Application and all requested documentation. If a patient or guarantor is granted less than full charity assistance and the patient or guarantor provides additional information for reconsideration, IU Health Revenue Cycle Services may amend a prior Financial Assistance Determination. If a patient or guarantor seeks to appeal the Financial Assistance Determination further, a written request must be submitted, along with the supporting documentation, to the Financial Assistance Committee for additional review/reconsideration. All decisions of the Financial Assistance Committee are final. A patients Financial Assistance Application and eligibility determination are specific to each individual date(s) of service and related encounters. 3. Extraordinary Collection Actions IU Health Ball Memorial Hospital may refer delinquent patient accounts to a third-party collection agency after utilizing reasonable efforts to determine a patients eligibility for assistance under the FAP. IU Health Ball Memorial Hospital and its third-party collection agencies may initiate ECA against a patient or their guarantor in accordance with this Policy and 26 C.F.R. 1.501(r). Said ECA may include the following: - Selling a patients or their guarantors outstanding financial responsibility to a third party. - Reporting adverse information about the patient or their guarantor to consumer credit reporting agencies or credit bureaus. - Deferring or denying, or requiring a payment before providing, medically necessary care because of a patients or their guarantors nonpayment of one or more bills for previously provided care covered under the FAP. - Actions requiring a legal or judicial process, including but not limited to placing a lien on patients or their guarantors property, foreclosing on a patients or their guarantors real property attaching or seizing a patients or their guarantors bank account or other personal property, commencing a civil action against a patient or their guarantor, causing a patient or guarantors arrest, causing a patient and/or guarantor to be subject to a writ of body attachment, and garnishing a patient or guarantors wages. When it is necessary to engage in such action, IU Health Ball Memorial Hospital and its third party collection agencies, will engage in fair, respectful and transparent collections activities. Patients or guarantors currently subject to an ECA who have not previously applied for Financial Assistance may apply for assistance up to two-hundred and forty (240) days of the date of their first billing statement from IU Health Ball Memorial Hospital. IU Health Ball Memorial Hospital and their third-party collection agencies will suspend any ECA engaged on a patient or their guarantor while an Application is being processed and considered. 4. Refunds Patients eligible for assistance under the FAP who remitted payment to IU Health Ball Memorial Hospital in excess of their patient responsibility will be alerted to the overpayment as promptly after discovery as is reasonable given the nature of the overpayment. Patients with an outstanding account balance on a separate account not eligible for assistance under the FAP will have their refund applied to the outstanding balance. Patients without an outstanding account balance described above will be issued a refund check for their overpayment as soon as technically feasible. Schedule H, Part VI, Line 2 - Needs Assessment Communities are multifaceted and so are their health needs. IU Health Ball Memorial Hospital understands that the health of individuals and communities are shaped by various social and environmental factors, along with health behaviors and additional influences. IU HEALTH Ball MEMORIAL HOSPITAL ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES BY CONDUCTING A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). FOR THE 2018 CHNA, IU HEALTH Ball MEMORIAL HOSPITAL CONDUCTED THE COMMUNITY SURVEY DATA COLLECTION IN COLLABORATION WITH INDIANA UNIVERSITY, UNIVERSITY OF EVANSVILLE AND AN INDIANA HOSPITAL COLLABORATIVE, INCLUDING COMMUNITY HEALTH NETWORK, FRANCISCAN ALLIANCE, ST. VINCENT HEALTH AND OTHER HOSPITAL PARTNERS. AFTER COMPLETION OF THE CHNA, IU HEALTH Ball MEMORIAL HOSPITAL REVIEWED SECONDARY DATA, FINDINGS FROM OTHER COMMUNITY HEALTH ASSESSMENTS OF AREAS SERVED BY THE HOSPITAL, INPUT OBTAINED FROM INDIVIDUALS WHO PARTICIPATED IN COMMUNITY MEETINGS, INPUT OBTAINED FROM KEY STAKEHOLDERS, AND A COMMUNITY SURVEY TO IDENTIFY AND ANALYZE THE NEEDS IDENTIFIED BY EACH SOURCE. THE TOP HEALTH NEEDS OF THE IU HEALTH Ball MEMORIAL HOSPITAL COMMUNITY ARE THOSE THAT ARE SUPPORTED BY MULTIPLE DATA SOURCES. ADDITIONALLY, THE EFFECTIVENESS OF AN INTERVENTION FOR EACH NEED AND IU HEALTH'S ABILITY TO IMPACT POSITIVE CHANGE WAS EVALUATED. Schedule H, Part VI, Line 3 - Patient Education of Eligibility for Assist. IU Health Ball Memorial Hospital is committed to serving the healthcare needs of all of its patients regardless of their ability to pay for such services. To assist in meeting those needs, IU Health Ball Memorial Hospital has established a FAP to provide Financial Assistance to Uninsured Patients. IU Health Ball Memorial Hospital is committed to ensuring its patients are compliant with all provisions of the Patient Protection & Affordable Care Act. To that end, IU Health Ball Memorial Hospital will make a good faith effort to locate and obtain health insurance coverage for patients prior to considering patients for coverage under the FAP. IU Health Ball Memorial Hospital takes several measures to inform its patients of the FAP and FAP-eligibilty. These measures include the following: 1. Conspicuous public displays will be posted in appropriate acute care settings such as the emergency department and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 2. IU Health Ball Memorial Hospital will include a conspicuous written notice on all patient billing statements that notifies the patient about the availability of this Policy, and the telephone number of its Customer Service Department which can assist patients with any questions they may have regarding this Policy. 3. IU Health Customer Service representatives will be available via telephone Monday through Friday, excluding major holidays, from 8:00 a.m. to 7:00 p.m. Eastern Time to address questions related to this Policy. 4. IU Health Ball Memorial Hospital will broadly communicate this Policy as part of its general outreach efforts. 5. IU Health Ball Memorial Hospital will educate its patient facing team members of the FAP and the process for referring patients to the Program. Schedule H, Part VI, Line 4 - Community Information IU Health Ball Memorial Hospital is located in Delaware County, Indiana, a county located in central Indiana. Delaware County includes ZIP codes within the towns of Muncie, Eaton, Gaston, Selma, Albany, Daleville and Yorktown. Based on the most recent Census Bureau (2018) statistics, Delaware Countys population is 114,772 persons with approximately 51.7% being female and 48.3% male. The countys population estimates by race are 86.7% White, 2.6% Hispanic or Latino, 7.2% Black, 1.4% Asian, 0.3% American Indian or Alaska Native, and 2.3% persons reporting two or more races. Delaware County has relatively low levels of educational attainment. The level of education most of the population has achieved is a high school degree (89.5%). As of 2018, 23.9% of the population had a bachelors degree or higher. Schedule H, Part VI, Line 5 - Promotion of Community Health IU Health Ball Memorial Hospital is a subsidiary of Indiana University Health, Inc., a tax-exempt healthcare organization, whose Board of Directors is composed of members, of which substantially all are independent community members. IU HEALTH BALL MEMORIAL HOSPITAL SERVES AS THE BACKBONE ORGANIZATION PROVIDING RESOURCES TO OPERATE A THREE-COUNTY HEALTH COALITION FOCUSED ON OBESITY PREVENTION AND TOBACCO CESSATION AS A MEANS TO REDUCE THE IMPACT OF CHRONIC DISEASE INCLUDING CANCER AND HEART DISEASE. MORE THAN 135 organizations are partners in the "Healthy Community Alliance of East Central Indiana" Coalition and each pledges to influence audiences to MAKE POSITIVE CHOICES REGARDING IMPROVED NUTRITION, INCREASED PHYSICAL ACTIVITY OR TOBACCO CESSATION. COALITION PARTNERS REPORT A COLLECTIVE TOTAL AUDIENCE SIZE OF MORE THAN 50,000 PEOPLE. IN 2018, THE HOSPITAL PARTICIPATED IN THE FORMATION AND FACILITATION OF A LOCAL FOOD COUNCIL WHICH BRINGS COLLABORATIVE PARTNERS TOGETHER AROUND IMPROVEMENTS IN FOOD POLICY, FOOD WASTE AND FOOD ACCESS. AS AN ADDITIONAL OBESITY PREVENTION INITIATIVE, IU HEALTH BALL MEMORIAL HOSPITAL PARTNERS WITH MUNCIE'S MINNETRISTA FARMERS MARKET AND NEARLY TEN OTHER COMMUNITY PARTNERS TO OFFER "FAMILIES AT THE FARMERS MARKET." THIS PROGRAM CONSISTS OF THREE MONTHLY SATURDAY WORKSHOPS THAT OFFER A WELLNESS-BASED PRESENTATION ON UTILIZING TASTY NATURAL HERBS, IDEAL HEALTHY RECIPES FOR CHILDREN, OR A DIABETES COMPONENT. GROCERY SHOPPING TIPS ARE OFTEN A PART OF THE EDUCATIONAL LECTURES, INCLUDING A BETTER UNDERSTANDING OF NUTRITIONAL LABELS AND FOOD STORAGE. PARTICIPATING families also receive free "IU Health Bucks" to shop for produce in the FARMERS MARKET. IN 2018, MORE THAN 75 FAMILIES, MOSTLY FROM UNDERSERVED AREAS OF THE COMMUNITY PARTICIPATED IN THE PROGRAM. ADDITIONALLY, TO ASSIST WITH THE COMMUNITY ACCESSING HEALTHCARE, IU HEALTH BALL MEMORIAL HOSPITAL OFFERS COMPREHENSIVE CERVICAL CANCER SCREENINGS FREE OF CHARGE. IN 2018, SCREENERS PERFORMED 71 CERVICAL EXAMS. BECAUSE THE AVERAGE ADULT SMOKING RATE IS NEARLY 25% AND PEAKS AT OVER 40% IN SOME AREAS OF THE COMMUNITY SERVED, THE HOSPITAL ALSO OFFERS A LOW COST LUNG CANCER SCREENING FOR HEAVY SMOKERS INTENDED TO IDENTIFY CANCER AT AN EARLY STAGE. 284 PERSONS WERE SCREENED IN 2018. IN 2018, IU HEALTH BALL MEMORIAL HOSPITAL PARTNERED WITH BALL STATE UNIVERSITY, THE PURDUE EXTENSION, HARVEST CHURCH AND THE WHITELY NEIGHBORHOOD ASSOCIATION TO OFFER A UNIQUE COMMUNITY BASED PHYSICAL ACTIVITY AND NUTRITION EDUCATION PROGRAM. THE FREE PROGRAM IS OFFERED 2 NIGHTS A WEEK AND IS CENTERED IN A LOW INCOME AREA OF THE COMMUNITY ALSO KNOWN FOR HIGH DIABETES RATES, FOOD DESERTS AND OBESITY RATES. IU HEALTH EXTENDS MEDICAL PRIVILEGES TO ALL PHYSICIANS WHO MEET THE CREDENTIALING QUALIFICATIONS NECESSARY FOR APPOINTMENT TO ITS MEDICAL STAFF. IU HEALTH DOES NOT DENY APPOINTMENT ON THE BASIS OF GENDER, RACE, CREED, OR NATIONAL ORIGIN. IU HEALTH, IN CONJUNCTION WITH THE IU SCHOOL OF MEDICINE, TRAINS THE NEXT GENERATION OF PHYSICIANS IN AN EXCEPTIONAL ENVIRONMENT, BLENDING BREAKTHROUGH RESEARCH AND TREATMENTS WITH THE HIGHEST QUALITY OF PATIENT CARE. IU HEALTH'S FIVE YEAR STRATEGIC PLANNING PROCESS WAS RENEWED DURING 2014 RESULTING IN MISSION-CRITICAL FOCUSING AND RE-FOCUSING OF INVESTMENTS, BOTH PEOPLE AND FINANCIAL RESOURCES, TO FUND IMPROVEMENTS IN PATIENT CARE, MEDICAL EDUCATION, AND RESEARCH. ONE OF THE MOST CRUCIAL ELEMENTS IN THAT PROCESS WAS THE STATEMENT OF IU HEALTH'S VALUE PROPOSITION: IU HEALTH WILL BE A LEADER IN: - MANAGING THE HEALTH OF POPULATIONS IT SERVES, LEVERAGING ALL ASPECTS OF ITS TRIPARTITE MISSION; - PROVIDING CARE FOR PATIENTS WITH COMPLEX ILLNESSES, WHILE SERVING AS A DESTINATION REFERRAL CENTER IN SELECT AREAS. - IU HEALTH WILL COMPETE ON EXCELLENCE AND INNOVATION TO DRIVE OUTCOMES AND VALUE. Schedule H, Part VI, Line 6 - Affiliated Health Care System IU Health Ball Memorial Hospital is part of the IU Health Statewide System. The IU Health Statewide system is Indiana's most comprehensive healthcare system. With hospitals, physician offices and allied services, IU Health provides access to a full range of specialty and primary care services for adults and children. A unique partnership with Indiana University School of Medicine - one of the nation's leading medical schools - gives patients access to groundbreaking research and innovative treatments to complement high-quality care. National Recognition - Eight hospitals designated as Magnet by the American Nurses Credentialing Center recognizing excellence in nursing care - Indiana University Health Medical Center is honored to be nationally ranked by U.S. News & World Report for the 21st year in a row. That means IU Health continues to be ranked among the best healthcare systems in the nation and the top healthcare system in Indiana. This ranking recognizes the exceptional care, unmatched expertise and continued excellence of our entire team of caregivers, while giving you confidence that you made the right choice in trusting IU Health with your care. - IU Health Medical Center was among the 4 percent of U.S. hospitals to earn a national ranking and has the most nationally ranked specialties in Indiana. - Nine out of ten specialty programs at Riley Hospital for Children at IU Health ranked among the top 50 children's hospitals in the nation Education and Research As an academic health center, IU Health works in partnership with the IU School of Medicine to train physicians, blending breakthrough research and treatments with the highest quality of patient care. Each year, more than 1,000 residents and fellows receive training in IU Health hospitals. Research conducted by IU School of Medicine faculty gives IU Health physicians and patients access to the most leading-edge and comprehensive treatment options. IN 2012, IU HEALTH COMMITTED TO A STRATEGIC RESEARCH INITIATIVE TO SUPPORT RATABLY FOR A FIVE-YEAR PERIOD ENDED DECEMBER 31, 2016, CERTAIN BASIC, CLINICAL, AND TRANSLATIONAL RESEARCH PROGRAMS OF THE IU SCHOOL OF MEDICINE. THE TOTAL COMMITMENT AGGREGATED $75,000,000. IN 2017, A NEW FIVE-YEAR TERM OF $55,000,000 WAS AGREED UPON EFFECTIVE JULY 1, 2017 THROUGH JUNE 30, 2022. FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017, THE INDIANA UNIVERSITY HEALTH SYSTEM EXPENSED $11,000,000 AND $5,000,000, RESPECTIVELY, UNDER THESE AGREEMENTS WITHIN SUPPLIES, DRUGS, PURCHASED SERVICES, AND OTHER EXPENSES IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS, OF WHICH $25,652,000 AND $32,875,000 WAS ACCRUED RELATED TO THESE AGREEMENTS WITHIN ACCOUNTS PAYABLE AND ACCRUED EXPENSES AT DECEMBER 31, 2018 AND 2017, RESPECTIVELY. The three target research areas represent research strengths at IU School of Medicine, key strategic service lines for IU Health, and important medical needs in a time of an aging population and rising healthcare costs: - Cancer: One of the initiative's primary goals is to enable the IU Health Melvin and Bren Simon Cancer Center to attain the National Cancer Institute's top status of "comprehensive," which would recognize it as one of the top-tier cancer centers in the nation. - Neuroscience: The neurosciences research program will tackle a broad range of brain injuries, neurodegenerative disorders and neurodevelopmental disorders. - Cardiovascular: The cardiovascular research initiative will develop a comprehensive program for the study and treatment of heart failure, from newborns to older adults. A top priority is developing a cardiovascular genetics program. The Strategic Research Initiative will provide patients with access to internationally renowned physicians and to new therapies developed through translational research and clinical trials, and will make use of the latest genetic tools to develop personalized therapies that are more effective for individuals and efficient for healthcare providers. IU Health Statewide System IU Health is a part of the IU Health Statewide System which continues to broaden its reach and positive impact throughout the state of Indiana. IU Health is Indiana's most comprehensive academic health center and consists of IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital. Other hospitals in the IU Health Statewide System include the following: - IU Health Arnett Hospital - IU Health Ball Memorial Hospital - IU Health Bedford Hospital - IU Health Blackford Hospital - IU Health Bloomington Hospital - IU Health Frankfort Hospital - IU Health Jay Hospital - IU Health North Hospital - IU Health Paoli Hospital - IU Health Tipton Hospital - IU Health West Hospital - IU Health White Memorial Hospital Although each hospital in the IU Health Statewide System prepares and submits its own community benefits plan relative to the local community, the IU Health Statewide System considers its community benefit plan as part of an overall vision for strengthening Indiana's overall health. A comprehensive community outreach strategy and community benefit plan is in place that encompasses the academic medical center downtown Indianapolis, suburban Indianapolis and statewide entities around priority areas that focus on health improvement efforts statewide. IU Health is keenly aware of the positive impact it can have on the communities of need in the state of Indiana by focusing on the most pressing needs in a systematic and strategic way. In 2018, IU Health provided more than $711 million in total community benefit and served more than one million individuals. Some ways we address our community health priorities as a system include: IU Health Day of Service The annual IU Health Days of Service is a high-impact event aimed at engaging IU Health team members in activities that address an identified community priority. In 2018, more than 2,848 IU Health team members dedicated more than 9,694 volunteer hours in their communities. Community Health Initiatives With investments in high-quality and impactful initiatives to address community health needs statewide, IU Health is helping Indiana residents improve their health and their quality of life. In 2018, IU Health impacted many people statewide through presentations, health risk screenings, health education programs, and additional health educational opportunities made available to the community, especially to our community members in the greatest need of such services. The Indiana University Health Board of Directors also approved Community Health Improvement Grants. With these grants, nearly $750,000 will fund projects that address IU Health priorities - behavioral health/substance abuse, obesity, tobacco use, and infant mortality - as well as community-specific needs. The grants, administered by the Indiana University Health Foundation, were awarded to the following: - Family Vitality Initiative development and implementation, IU Health South Central Region, $230,000 over two years. By bringing together existing healthcare providers, social workers and researchers, this integrated program will take a holistic approach to addressing substance-related healthcare issues, especially among the most vulnerable populations of women and children. The South Central Region has seen alarming increases in the numbers of infants who test positive for opiates at birth, opioid-related encounters in each emergency department, and mothers struggling with addiction including smoking. - Hope Healthcare Services Program, IU Health West, $203,000 over two years. Hope Healthcare Services in Avon is the only entity in Hendricks County that provides primary medical and dental care to uninsured patients. It is staffed entirely by volunteer clinicians, many of them IU Health team members, and helps more than 900 patients a year out of nearly 15,000 uninsured adults in Hendricks County. This grant will fund the clinic's first-ever employee, a nurse practitioner, allowing for consistent operating hours, and behavioral health services on-site and via tele-health. With this staffed clinic, they anticipate seeing more than 4,000 patients per year. - Perinatal Coordinator to address infant mortality, IU Health East Central Region, $124,000 over two years. This grant funds a new staff member who will focus on infants and children in Delaware, Blackford and Jay counties. This includes facilitating inter-professional collaboration, educating hospital staff, increasing collaboration with supporting agencies involved with bereavement, safe sleep, tobacco-free and addiction programs, and tracking outcomes in the areas of birthweight, birth defects and mortality. - Continuum of Mental Health Care Program, IU Health West Central Region, $85,247 for one year. In terms of mental illness and access to mental health care, Indiana ranks 48th out of 51 states. In its pilot year, this project will i Schedule H, Part II - Promotion of Health in Communities Served IU HEALTH BALL MEMORIAL HOSPITAL IS A SUBSIDIARY OF IU HEALTH. IU HEALTH PARTICIPATES IN A VARIETY OF COMMUNITY-BUILDING ACTIVITIES THAT ADDRESS THE SOCIAL DETERMINANTS OF HEALTH IN THE COMMUNITIES IT SERVES. IU HEALTH AND ITS RELATED HOSPITAL ENTITIES ACROSS THE STATE OF INDIANA INVEST IN ECONOMIC DEVELOPMENT EFFORTS ACROSS THE STATE, COLLABORATE WITH LIKE-MINDED ORGANIZATIONS THROUGH COALITIONS THAT ADDRESS KEY ISSUES, AND ADVOCATE FOR IMPROVEMENTS IN THE HEALTH STATUS OF VULNERABLE POPULATIONS. THIS INCLUDES MAKING CONTRIBUTIONS TO COMMUNITY-BUILDING ACTIVITIES BY PROVIDING INVESTMENTS AND RESOURCES TO LOCAL COMMUNITY INITIATIVES THAT ADDRESSED ECONOMIC DEVELOPMENT, COMMUNITY SUPPORT AND WORKFORCE DEVELOPMENT. IU HEALTH BALL MEMORIAL HOSPITAL PARTNERS WITH THE FOLLOWING ORGANIZATIONS AND INITIATIVES THAT FOCUS ON SOME OF THE ROOT CAUSES OF HEALTH ISSUES, SUCH AS LACK OF EDUCATION, EMPLOYMENT AND POVERTY: - UNITED WAY - TOBACCO FREE COALITION OF DELAWARE COUNTY - MUNCIE ACTION PLAN - HOSTING OF MEDICAL EXPLORER PROGRAM FOR YOUTH - CAREER FAIRS AT INDIANA COLLEGES AND UNIVERSITIES - WHITELY NEIGHBORHOOD ASSOCIATION - MUNCIE-DELAWARE COUNTY CHAMBER OF COMMERCE - ECONOMIC DEVELOPMENT ALLIANCE - PURDUE EXTENSION - BALL STATE UNIVERSITY - IVY TECH COLLEGE - THE ARC OF INDIANA - MUNCIE DRUG TASK FORCE - SECOND HARVEST FOOD BANK - YOUTH OPPORTUNITY CENTER - HILLCROFT SERVICES - ROSS COMMUNITY CENTER ADDITIONALLY, THROUGH THE IU HEALTH STATEWIDE SYSTEM'S TEAM MEMBER COMMUNITY BENEFIT SERVICE PROGRAM, "IU HEALTH SERVES", TEAM MEMBERS ACROSS THE STATE MAKE A DIFFERENCE IN THE LIVES OF THOUSANDS OF HOOSIERS EVERY YEAR. true ARC OF INDIANA 107 N PENN ST INDIANAPOLIS IN 46204 351075886 501(C)(3) 600000 SEE PART IV BALL STATE UNIVERSITY FOUNDATION 2800 BETHEL AVE MUNCIE IN 47304 356024566 501(C)(3) 30700 GENERAL SUPPORT YOUTH OPPORTUNITY CENTER 3700 W KILGORE AVE MUNCIE IN 47304 351805697 501(C)(3) 300000 GENERAL SUPPORT HILLCROFT SERVICES 114 E STREETER AVE MUNCIE IN 47303 351041919 501(C)(3) 250000 GENERAL SUPPORT Little Red Door Cancer Agency 2311 W Jackson St Muncie IN 47303 350914096 501(C)(3) 10000 GENERAL SUPPORT DELAWARE ADVANCEMENT CORPORATION PO BOX 842 MUNCIE IN 47308 311111841 501(C)(3) 30000 GENERAL SUPPORT East Central Indiana Regional Partnership PO Box 1912 Muncie IN 47308 204381437 501(C)(3) 15000 GENERAL SUPPORT Arts Place Inc PO Box 804 Portland IN 47371 351379424 501(C)(3) 12500 GENERAL SUPPORT NAACP PO Box 466 Muncie IN 47308 131084135 501(C)(3) 7000 GENERAL SUPPORT 9 Schedule I, Part I, Line 2 - Org.'s Procedures for Monit. the Use of Grant Although IU Health Ball Memorial Hospital does not monitor the use of grant funds once distributed, through due diligence the organization has reasonably confirmed that the entities to which the contributions are made are highly reputable in the community and use the funds for the purposes intended. Schedule I, Part II, Line 1(h) Purpose of Grant or Assistance Grants and other assistance made to The Arc of Indiana are for a training institute to create job training and employment opportunities for individuals with disabilities. The training program, the first of its kind in the county, provides people with disabilities postsecondary educational opportunities and specific IU Health training to lead to greater self-sufficiency. The institute provides training in supply chain, patient transport, dietary, guest relations, and environmental services at IU Health Ball Memorial Hospital. X true true false true false false false false false true false PETER M VOSS MD DIRECTOR/VICE CHAIRMAN (ECR) 300743 0 9141 0 20822 0 13700 0 25086 0 369492 0 0 0 JEFFREY C BIRD MD DIRECTOR/PRESIDENT (ECR) 0 438120 0 54794 0 11436 0 92002 0 27307 0 623659 0 0 PATRICK A CLEARY MD DIRECTOR (ECR) 0 309475 0 55937 0 24166 0 13700 0 23341 0 426619 0 0 CHARLES R ROUTH MD DIRECTOR (ECR) 0 217276 0 38642 0 21422 0 13814 0 18979 0 310133 0 0 K ALICIA SCHULHOF DIRECTOR (ECR) (PARTIAL YEAR) 0 311176 0 161429 0 20574 0 76951 0 32234 0 602364 0 0 LORI A LUTHER COO 304696 0 42770 0 22064 0 13700 0 17432 0 400662 0 0 0 JONATHAN VANATOR CFO 0 265067 0 34242 0 540 0 13700 0 22985 0 336534 0 0 CARLA C COX RN VP & CNO 211792 0 31800 0 3092 0 12262 0 21861 0 280807 0 0 0 TERRY A PENCE VP, Operations 199126 0 29928 0 2887 0 11546 0 26074 0 269561 0 0 0 ANN M MCGUIRE VP, HR (ECR) 0 167230 0 37981 0 12600 0 6083 0 8627 0 232521 0 0 Max E Barnhart Admin Dir-Retail Pharmacy Ops 165347 5751 18544 645 6671 232 9854 343 28782 1001 229198 7972 0 0 ALVIS E FOSTER SENIOR RADIATION PHYSICIST 211494 0 0 0 792 0 11106 0 29585 0 252977 0 0 0 JOSEPH R BUTTS RADIATION PHYSICIST 197197 0 0 0 180 0 10107 0 6083 0 213567 0 0 0 JUDITH L COLEMAN FORMER OFFICER 0 242034 0 53304 0 2310 0 13691 0 19712 0 331051 0 0 David W Hyatt DIRECTOR/PRESIDENT (Part Year) 213747 0 14000 0 16428 0 11762 0 23629 0 279566 0 0 0 Joan V Castor DIRECTOR (ECR) (PARTIAL YEAR) 0 269144 0 117961 0 2219 0 62026 0 20330 0 471680 0 0 Alexis Neal Service Line Leader 157541 0 23416 0 1980 0 8975 0 1094 0 193006 0 0 0 DANIEL F EVANS JR FORMER OFFICER 0 232502 0 0 0 36975 0 12854 0 14525 0 296856 0 0 MICHAEL E HALEY FORMER OFFICER 0 529660 0 41543 0 123905 0 13700 0 29148 0 737956 0 0 SCHEDULE J, PART I, LINE 1A - LISTED BENEFITS A HOUSING STIPEND WAS PROVIDED TO AN OFFICER LISTED IN IU HEALTH BALL MEMORIAL HOSPITAL'S FORM 990, PART VII, SECTION A. THE HOUSING STIPEND WAS TREATED AS TAXABLE COMPENSATION AND WAS GROSSED-UP FOR TAXES. Schedule J, Part I, Line 3 - Comp. of the Org.'s CEO/Executive Director IU HEALTH BALL MEMORIAL HOSPITAL'S PRESIDENT IS EMPLOYED BY IU HEALTH. IU HEALTH'S PROCESS FOR DETERMINING COMPENSATION INCLUDES THE USE OF A COMPENSATION SURVEY/STUDY CONDUCTED BY AN INDEPENDENT COMPENSATION CONSULTANT WITH REVIEW AND APPROVAL BY THE COMMITTEE ON PERSONNEL AND COMPENSATION AND THE BOARD OF DIRECTORS. PLEASE SEE SCHEDULE O FOR ADDITIONAL DETAILS. Schedule J, Part I, Line 4b - Supplemental Nonqualified Retirement Plan MICHAEL E. HALEY, JEFFREY C. BIRD, M.D., K. ALICIA SCHULHOF, AND Joan V. Castor PARTICIPATE IN AN IU HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, 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. JEFFREY C. BIRD, M.D., K. ALICIA SCHULHOF, AND Joan V. Castor 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. THE FOLLOWING EXECUTIVES HAVE AN AMOUNT INCLUDED IN COLUMN B(III), OTHER REPORTABLE COMPENSATION, REPRESENTING THE CURRENT YEAR VESTED AMOUNTS RECEIVED UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: - Michael E. Haley ($96,662) 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. Part VI, Section A, Line 2 - Family or Business Relationships Peter M. Voss, M.D., Jeffrey C. Bird, M.D., Wilbur R. Davis, John D. Littler and J. Steven Rhea served on the board of directors of Cardinal Health Ventures, Inc. Additionally, Wilbur R. Davis and Jeffrey C. Bird, M.D. served as officers. Part VI, Section A, Lines 6, 7a and 7b - Members or Stockholders Line 6: IU Health Ball Memorial Hospital has one class of membership and the sole member is IU Health. Line 7a: IU Health elects one more than one-half of the total number of Directors. Immediately following such election the remainder are elected by the Directors, excluding those whose terms are set to expire. Line 7b: Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the written approval of IU Health prior to implementation: - Authorization for the establishment or acquisition of any subsidiaries, affiliates or joint venture arrangements or acquisition of all or substantially all of the assets of any other business or entity; - Approval or amendment to any operating or capital budget; - Authorization of any unbudgeted operating or capital budget items or deviations, including any issuance or guarantee of any unbudgeted debt, greater than the budgeted amount by $1 million for any individual item or $3 million per fiscal year in the aggregate; - Authorization of any agreement to act as primary obligor, or to serve as a guarantor, surety or co-obligor with respect to the indebtedness of any other party, to borrow amounts from third-party lenders, or to loan money to any person or entity; - Approval of strategic plans and amendments, which will be integrated with IU Health's strategic plan; - Amendment or repeal of the Corporation's or an Affiliate's articles of incorporation or bylaws (or other corresponding organizational documents of an Affiliate that is not a corporation); - Authorization of any merger, consolidation, reorganization, sale or transfer of all or substantially all of the Corporation's assets; - Authorization of any voluntary declaration of bankruptcy, plan of dissolution, any liquidating distribution of assets or other action related to its dissolution or liquidation; - Authorization of any pledge of, or grant any security interest or mortgage in, or otherwise encumber, any tangible assets of the Corporation in excess of $2,000,000, other than in the ordinary course of business or pursuant to a budget or strategic plan approved by IU Health; - Approval of any management agreement for the management of all or a substantial part of the Corporation's operations; or - Appointment or removal of any of the Corporation's Directors with or without cause. Part VI, Section A, Line 11b - Review of Form 990 The CFO reviewed and approved the Form 990. Following their review and approval, a complete copy of the Form 990 was made available to each board member prior to its filing. Each member was also informed of the availability of IU Healths Tax Department to answer any questions. Part VI, Section B, Lines 12, 13, 14, and 16b - Policies IU Health Ball Memorial Hospital is part of the IU Health system. As the sole member and controlling parent of IU Health Ball Memorial Hospital, IU Health and its Board of Directors have mandated that certain policies be followed to ensure greater standardization throughout the system. Thus, IU Health Ball Memorial Hospitals Board of Directors was not required to separately adopt a conflict of interest, whistleblower, document retention and destruction and joint venture policies because IU Healths Board of Directors had already adopted and required these policies to be followed by its subsidiaries. Part VI, Section B, Line 12c - Conflict of Interest Policy IU Health Ball Memorial Hospital follows IU Healths Conflict of Interest Policy. IU Healths 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 Representatives 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 supervisors 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. Part VI, Section B, Line 15 - Process for Determining Compensation IU Health Ball Memorial Hospital's President is employed by IU Health. IU Health's process for determining compensation is as follows: (1) The Board of Directors has established a Committee on Personnel and Compensation. The individuals on this Committee are made up of individuals who are on the Board and who do not have a conflict of interest with IU Health. There are no physicians or employees on this Committee. This Committee develops and reviews annually the executive compensation philosophy, market analysis as to comparability and reasonableness. One of the purposes of this Committee is to review, approve and make recommendations regarding executive compensation and benefits to the IU Health Board. As deemed appropriate, this Committee also reviews the same detail with the Committee on Finance. The Committee on Finance is represented by certain members of the Board as well. (2) Each year the Committee on Personnel and Compensation engages an outside compensation consulting firm to conduct a compensation and benefits study for all senior vice presidents and above. The current compensation advisor is SullivanCotter. SullivanCotter performs an independent compensation survey. The relevant comparability data includes: compensation and benefit 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. The Committee reviews the entire compensation package including: base compensation, short term and long term incentive plans, basic health and welfare benefits, qualified and nonqualified plans as well as any additional fringe benefits. Further, SullivanCotter will provide recommendations based upon the reasonable compensation information as it relates to salary increases, bonuses and benefits that are consistent with the compensation philosophy of the Committee. A separate analysis using the same methodology is done for the Chief Executive Officer. (3) The Committee reviews the salary survey and, if appropriate, makes recommendations on increases in salary and any changes in bonuses or benefits. The Committee's goal is to ensure that the total compensation and benefits package is reasonable based upon the independent data provided by SullivanCotter. The Committee votes on any changes in compensation or benefits. This review, discussion and vote are documented in the minutes for the meeting. There are no executives present during the final discussion and approval of compensation. (4) The Board reviews the report prepared by SullivanCotter as well as the recommendations of the Committee on Personnel and Compensation as to changes in compensation approved by the Committee. As requested, the Committee on Finance also provides its review of recommendations on changes in executive compensation and benefits. This review, discussion and vote are documented in the minutes. (5) The Board then reviews the recommendations provided by the Committee on Personnel and Compensation and votes on the changes as well. No additional compensation or benefits are paid to the executives until the changes have been approved by the Committee and the Board. The discussion and approval are documented in the minutes of the meeting. There are no executives present during the final discussion and approval of compensation. The General Counsel prepares a formal written opinion reviewing the compensation and benefits approval process, comparing that process to the Intermediate Sanctions Test of IRC Section 4958 and, if the facts warrant, provides comments regarding the compensation and benefits approval process as this 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 Committee 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 executive 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 and the compensation survey. The discussion and vote of the Committee 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 Committee on Personnel and Compensation and Audit Committee also review the required Form 990 disclosures related to executive compensation and benefits as well as compensation practices and approval processes prior to the filing of the Form 990 return with the Internal Revenue Service. IU Health Ball Memorial Hospital has a process in place to determine the compensation for the other officers and key employees. IU Health Ball Memorial Hospital uses an independent compensation consultant who utilizes a variety of methods and procedures to obtain compensation ranges for comparable officer and employee positions. The independent compensation consultant provides IU Health Ball Memorial Hospital with recommended compensation ranges for its officers and other employees, which are then used as a guide for setting reasonable compensation by management. Management decisions with regard to determining compensation are subject to the review and approval of the Compensation Committee and Board of Directors. Part VI, Section C, Line 19 - Public Disclosure IU Health Ball Memorial Hospitals Articles of Incorporation are available for public inspection through the Indiana Secretary of State's web-site. IU Health Ball Memorial Hospital's conflict of interest procedures are disclosed on the Form 990, Schedule O. IU Health Ball Memorial Hospital is a subsidiary in IU Health's Consolidated Audited Financial Statements. IU Health's Consolidated Audited Financial Statements are available for public inspection through its bond filings and as an attachment to IU Health's Form 990. Part XI, Line 8 - Prior period adjustments EAST CENTRAL RADIOLOGY, LLC became a disregarded entity of IU Health Ball Memorial Hospital in 2017. The amount reported on Part XI, Line 8 reflects East Central Radiology's net assets as of 12/31/2017. Part XI, Line 9 - Other Changes in Net Assets or Fund Balances During 2018, IU Health Ball Memorial Hospital recorded the following other changes in net assets or fund balances: Equity Transfers (Settlement of Debt): -36,289,956 Transfer of Pension Obligation (IUH, Inc): 84,187,017 Total: 47,897,061 Form 990, Part VII - ACRONYM DESCRIPTION THE ACRONYM FOR EAST CENTRAL REGION (ECR) IS USED THROUGHOUT FORM 990, MOST NOTABLY IN PART VII AND IN SCHEDULE J. Page 1, Line J Web Site: https://iuhealth.org/find-locations/iu-health-ball-memorial-hospital FORM 990 PART IX LINE 11G DESCRIPTION:SHARED SERVICES/PROF. FEES TOTAL FEES:93378477 EAST CENTRAL RADIOLOGY LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 351907818 HEALTHCARE IN 5930559 2741189 IUHBMH Clarian Transplant Institute Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 134350599 Healthcare IN 501(c)(3) 10 IUH true HealthLINC Incorporated 950 N Meridian St Ste 800 Indianapolis IN 46204 263571507 Healthcare IN 501(c)(3) 10 IUHB true Indiana Health Info Exchange Inc 846 N Senate Ave Indianapolis IN 46202 364550324 Healthcare IN 501(c)(3) 12 I NA false Indiana University Health Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351955872 Healthcare IN 501(c)(3) 3 NA false IU Health Arnett Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 263162145 Healthcare IN 501(c)(3) 3 IUH true IU Health Ball Memorial Physicians Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351925641 Healthcare IN 501(c)(3) 10 IUHBMH true IU Health Bedford Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 237042323 Healthcare IN 501(c)(3) 3 IUH true IU Health Blackford Hospital Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 010646166 Healthcare IN 501(c)(3) 3 IUHBMH true IU Health Bloomington Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351720796 Healthcare IN 501(c)(3) 3 IUH true IU Health BMH Foundation Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 311111784 Fundraising IN 501(c)(3) 12 I IUHBMH true IU Health Care Associates Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351747218 Healthcare IN 501(c)(3) 10 IUH true IU Health Frankfort Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 815174295 Healthcare IN 501(c)(3) 3 IUH true IU Health Jay Foundation Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 351809127 fundraising IN 501(c)(3) 12 I IUH true IU Health Jay Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 822736786 Healthcare IN 501(c)(3) 3 IUH true IU Health Morgan Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 273533027 Healthcare IN 501(c)(3) 10 IUH true IU Health North Hospital Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351932442 Healthcare IN 501(c)(3) 3 IUH true IU Health Paoli Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 352090919 Healthcare IN 501(c)(3) 3 IUH true IU Health Plans NFP Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 463803873 Insurance IN 501(c)(4) N/A IUH true IU Health Tipton Hospital Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 262772226 Healthcare IN 501(c)(3) 3 IUH true IU Health West Hospital Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351814660 Healthcare IN 501(c)(3) 3 IUH true IU Health White Memorial Hospital Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 273532963 Healthcare IN 501(c)(3) 3 IUH true IU Medical Group Foundation Inc 340 W 10th St No FS5100 Indianapolis IN 46202 201093251 Fundraising IN 501(c)(3) 12 II NA false IUHLP Liquidation Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 351125434 Healthcare IN 501(c)(3) 10 IUH true IUHLP-P Liquidation Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 311070868 Healthcare IN 501(c)(3) 10 IUHLP true LaPorte Hospital Foundation Inc PO Box 250 LaPorte IN 46352 310952775 Fundraising IN 501(c)(3) 12 I NA false MDwise Marketplace Inc 1200 Madison Ave Indianapolis IN 46225 465270582 Insurance IN 501(c)(4) N/A IUH true MDwise Network Inc 1200 Madison Ave Indianapolis IN 46225 472619552 Insurance IN 501(c)(4) N/A IUH true IU Health Foundation Inc 1800 N Capitol Ave Indianapolis IN 46202 356043086 Fundraising IN 501(c)(3) 12 I IUH true Methodist Health Group Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 350876390 Healthcare IN 501(c)(3) 12 III-FI NA false Methodist Occup Health Centers Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351844176 Healthcare IN 501(c)(3) 3 IUH true Rehabilitation Hospital of Indiana Inc 4141 Shore Dr Indianapolis IN 46254 351786005 Healthcare IN 501(c)(3) 3 IUH true RHI Foundation Inc 4141 Shore Dr Indianapolis IN 46254 351932349 Fundraising IN 501(c)(3) 12 I RHI true The Cheer Guild of Riley Hos for Child 705 Riley Hospital Dr Indianapolis IN 46202 356018517 Fundraising IN 501(c)(3) 12 III-FI NA false University Family Physicians Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 237427350 Healthcare IN 501(c)(3) 10 IUHCA true 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 IU HEALTH FORT WAYNE LLC 950 N Meridian St Ste 800 INDIANAPOLIS IN 46204 831224627 Healthcare IN NA BMH Medical Pavilion Association Inc 2525 W University Ave Muncie IN 47303 351858408 Condo Management IN NA C true Cardinal Health Ventures Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 351611424 Management IN NA C true CHV Capital Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 260752507 Venture Capital IN NA C true IU Health 457(B) Plan 1100 N Market St Wilmington DE 19890 476948347 Investments DE NA T true IU Health ACO Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 454421020 Healthcare IN NA C true IU Health Board Designated Trust 400 Howard St San Francisco CA 94105 306309021 Investments CA NA T true IU Health NTGI S&P500 Fund CF PO Box 804358 Chicago IL 60680 306298263 Investments IL NA T true IU Health Plans Holding Company Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 463794815 Insurance IN NA C true IU Health Plans Insurance Company 950 N Meridian St Ste 800 Indianapolis IN 46204 811097215 Insurance IN NA C true IU Health Plans Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 262127080 HMO IN NA C true IU Health Risk Purchasing Group Inc 151 Meeting St Ste 301 Charleston SC 29401 260202446 Insurance IN NA C true IU Health Risk Retention Group Inc 151 Meeting St Ste 301 Charleston SC 29401 201107674 Insurance SC NA C true IU Health Southern IN Physicians Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351913875 Healthcare IN NA C true IUH Assurance SPC Ltd PO BOX 69 94 SOLARIS AVE CAMANA BAY GRAND CAYMAN CJ 980395429 Insurance CJ NA C true Proteuo Fund LP PO BOX 31106 89 NEXUS WAY CAMANA BAY GRAND CAYMAN CJ 981075227 Investments CJ NA C true SCANS Inc 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 453080392 Healthcare IN NA C true false false true false false false false false false true true true true false true false false true true IUH BALL MEMORIAL HOSPITAL FOUNDATION INC C 2318975 FMV IU HEALTH BALL MEMORIAL PHYSICIANS INC J 1516904 FMV BALL OUTPATIENT SURGERY CENTER LLC J 760467 FMV IUH BALL MEMORIAL HOSPITAL FOUNDATION INC K 1046492 FMV IU HEALTH BLACKFORD HOSPITAL INC L 3541875 FMV IU HEALTH BALL MEMORIAL PHYSICIANS INC L 506764 FMV BALL OUTPATIENT SURGERY CENTER INC L 389142 FMV IU HEALTH BALL MEMORIAL PHYSICIANS INC M 18396877 FMV IU HEALTH CARE ASSOCIATES INC M 5537651 FMV METHODIST OCCUPATIONAL HEALTH CENTERS INC M 371827 FMV REHABILITATION HOSPITAL OF INDIANA INC M 273668 FMV IU HEALTH BLACKFORD HOSPITAL INC O 192610 FMV IU HEALTH RISK RETENTION GROUP INC R 1729462 FMV IUH ASSURANCE SPC LTD R 895748 FMV IU HEALTH BALL MEMORIAL PHYSICIANS INC R 36075448 FMV HEALTH VENTURE MANAGEMENT LLC S 64964 FMV CARDINAL HEALTH VENTURES INC S 282742 FMV IU HEALTH JAY INC L 1007547 FMV