INDIANA UNIVERSITY HEALTH INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA UNIVERSITY HEALTH INC (EIN 35-1955872)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349303128
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T10:27:33-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351955872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BROC L BUDDE | InCareOfNm |
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3179624575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 800 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER M ALVEY | PersonNm |
| Person Title | SVP & CFO | PersonTitleTxt |
| Phone | 3179624575 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENNIS M MURPHY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN ST STE 800 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,854,883,991 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://IUHEALTH.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | Improve the health of our patients and community through innovation and excellence in care, education, research and service. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 18028 | TotalEmployeeCnt |
| Total Volunteers | 1300 | TotalVolunteersCnt |
| Total Gross UBI | $29,256,103 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,454,203 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,590,559 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,061,823 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,921,228,378 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,100,204,590 | CYProgramServiceRevenueAmt |
| PY Investment Income | $92,003,496 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,366,472 | CYInvestmentIncomeAmt |
| PY Other Revenue | $35,232,190 | PYOtherRevenueAmt |
| CY Other Revenue | $47,474,027 | CYOtherRevenueAmt |
| PY Total Revenue | $3,065,054,623 | PYTotalRevenueAmt |
| CY Total Revenue | $3,214,106,912 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $26,602,082 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,991,549 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $915,443,840 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,018,305,004 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,581,685,116 | PYOtherExpensesAmt |
| CY Other Expenses | $1,686,907,031 | CYOtherExpensesAmt |
| PY Total Expenses | $2,523,731,038 | PYTotalExpensesAmt |
| CY Total Expenses | $2,724,203,584 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $541,323,585 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $489,903,328 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,936,254,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,419,380,634 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,068,800,066 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,272,287,312 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,867,454,318 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,147,093,322 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Improve the health of our patients and community through innovation and excellence in care, education, research and service. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,108,338,785 | ExpenseAmt |
| Grant | $18,991,549 | GrantAmt |
| Revenue | $3,140,578,210 | RevenueAmt |
| Desc | Indiana University Health, Inc. ("IU Health") is an academic health center comprised of IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children at IU Health (together referred to as "IU Health Academic Health Center"), IU Health Saxony Hospital, and IU Health Morgan. It also offers pharmacy, home care, outpatient, and emergency transport services throughout the central Indiana area. IU Health incorporates a unique partnership with Indiana University School of Medicine ("IU School of Medicine"), one of the nations leading medical schools, to give patients access to innovative treatments and therapies, all without regard to their ability to pay. IU Health is also the parent organization of the IU Health System, Indianas most comprehensive health care system. IU Health Methodist and IU Health University Hospitals IU Health Methodist and IU Health University Hospitals, located in Indianapolis, Indiana, are a 1,025-bed adult Academic Health Center in partnership with the IU School of Medicine. IU Health Methodist Hospital is designated as a Magnet hospital, recognized for excellence in nursing services and high-quality clinical outcomes for patients. IU Health University Hospital is a leading academic medical center with a commitment to disseminating research findings while improving the quality of life for people on a local, regional, national and international basis. IU Health Methodist Hospital and IU Health University Hospital both serve an adult population. These hospitals lead the way in community benefit initiatives. A substantial piece of community benefit is providing excellent care to patients, regardless of their ability to pay. Riley Hospital for Children at IU Health Riley Hospital for Children at IU Health, located in Indianapolis, Indiana, is 276-bed childrens hospital that is Indianas first and most comprehensive pediatric hospital. It is regularly ranked among the top childrens hospitals in the county by U.S. News & World Reports Best Childrens Hospitals. In addition to clinical expertise, Riley Hospital for Children at IU Healths partnership with the IU School of Medicine ensures that patients have access to the most innovative treatments and the latest research and technology. Riley Hospital for Children at IU Health provides comprehensive, family-centered care to more than 300,000 children annually through its statewide primary and specialty care offices, and inpatient and outpatient services at its flagship hospital. Pediatric patients and their families travel from all 92 Indiana counties, the region and the world to access the nationally recognized clinical programs of Riley Hospital for Children at IU Health. IU Health Saxony Hospital IU Health Saxony Hospital, located in Fishers, Indiana, is a 32-bed specialty care hospital primarily focusing on surgical services for cardiovascular, orthopedic and spine. It opened in 2011 and includes an intensive care unit; six technologically advanced operating suites, a full-service, 24/7 Emergency department; a helipad for medical transport and a medical office building. IU Health Morgan IU Health Morgan, located in Martinsville, Indiana, operated as a 71-bed hospital until it transitioned into a hospital outpatient department of the IU Health academic health center during 2015. As an outpatient department, it offers coverage in adult and pediatric care; specialty care; emergency and urgent care; diagnostic imaging including 3D mammography; lab testing; outpatient surgical services; cancer care, including medical and radiation oncology; cardiac, physical, speech and occupational therapies; sleep lab; and community health and wellness, including medical nutrition therapy and diabetes care. | Desc |
| Total Program Service Expenses | $2,108,338,785 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 678 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18028 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BROC L BUDDE | PersonNm |
| Phone | 3179624575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN ST STE 800 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANNE NOBLES | ||||||||||
| CHAIRMAN | 6.0 | 0.0 | Yes (X) | Yes (X) | $45,000 | $0 | $0 | |||
| RANDALL L TOBIAS | ||||||||||
| ELECTED VICE-CHAIR (PART. YR.) | 6.0 | 0.0 | Yes (X) | Yes (X) | $35,125 | $0 | $0 | |||
| JAY L HESS MD | ||||||||||
| EX-OFFICIO VICE-CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $37,750 | $0 | $0 | |||
| DANIEL F EVANS JR | ||||||||||
| DIRECTOR/CEO | 61.0 | 0.0 | Yes (X) | Yes (X) | $3,453,323 | $0 | $40,689 | |||
| HON SARAH EVANS BARKER | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BISHOP MICHAEL J COYNER | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| J SCOTT DAVISON | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $34,000 | $0 | $0 | ||||
| THOMAS V EASTERDAY | ||||||||||
| DIRECTOR | 6.0 | 5.0 | Yes (X) | $14,250 | $4,500 | $0 | ||||
| CHARLES E GOLDEN | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $47,500 | $0 | $0 | ||||
| DAVID W GOODRICH | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $45,000 | $0 | $0 | ||||
| KYLE L GRAZIER | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $45,250 | $0 | $0 | ||||
| JAMES E LINGEMAN MD | ||||||||||
| DIRECTOR | 6.0 | 55.0 | Yes (X) | $43,000 | $887,790 | $11,385 | ||||
| ANGELA BARRON MCBRIDE | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $38,125 | $0 | $0 | ||||
| MICHAEL A MCROBBIE | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $23,500 | $0 | $0 | ||||
| GENE E ROBBINS | ||||||||||
| DIRECTOR (PARTIAL YR.) | 6.0 | 0.0 | Yes (X) | $16,000 | $0 | $0 | ||||
| ZACHARY B SCOTT | ||||||||||
| DIRECTOR (PARTIAL YR.) | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RYAN C KITCHELL | ||||||||||
| TREASURER/EVP & CFO | 55.0 | 0.0 | Yes (X) | $1,040,853 | $0 | $196,776 | ||||
| MARY BETH CLAUS | ||||||||||
| SECRETARY/SVP & GENERAL COUNS. | 55.0 | 0.0 | Yes (X) | $535,433 | $0 | $94,407 | ||||
| DENNIS M MURPHY | ||||||||||
| PRESIDENT & COO | 55.0 | 0.0 | $1,419,668 | $0 | $431,277 | Yes (X) | ||||
| ERIC S WILLIAMS MD | ||||||||||
| EVP, ACADEMIC & MEDICAL AFF. | 25.0 | 25.0 | $232,680 | $156,342 | $152 | Yes (X) | ||||
| JONATHAN E GOTTLIEB MD | ||||||||||
| EVP & CME | 55.0 | 0.0 | $677,163 | $0 | $166,298 | Yes (X) | ||||
| MICHELLE A JANNEY RN | ||||||||||
| EVP & CNE | 55.0 | 0.0 | $608,855 | $0 | $94,717 | Yes (X) | ||||
| HERBERT C BUCHANAN JR | ||||||||||
| PRESIDENT (AHC ADULT) | 55.0 | 0.0 | $512,114 | $0 | $111,038 | Yes (X) | ||||
| JEFFREY L SPERRING MD | ||||||||||
| PRESIDENT (RH) (PARTIAL YR.) | 55.0 | 0.0 | $188,750 | $0 | $14,643 | Yes (X) | ||||
| PAUL R HAUT MD | ||||||||||
| INTERIM PRES./CMO (RILEY) | 0.0 | 55.0 | $0 | $301,748 | $6,601 | Yes (X) | ||||
| JONATHAN R GOBLE | ||||||||||
| PRESIDENT (SAXONY) | 55.0 | 0.0 | $564,643 | $0 | $117,314 | Yes (X) | ||||
| RONALD L STIVER | ||||||||||
| PRESIDENT, SYS. CLINICAL SVCS. | 55.0 | 0.0 | $572,153 | $0 | $111,311 | Yes (X) | ||||
| JONATHAN W CURTRIGHT MD | ||||||||||
| COO (AHC ADULT) | 55.0 | 0.0 | $326,087 | $0 | $32,906 | Yes (X) | ||||
| LINDA K CHASE RN | ||||||||||
| VP & CNO (AHC ADULT) | 55.0 | 0.0 | $308,215 | $0 | $27,697 | Yes (X) | ||||
| DAWN M MOORE-JEFFERSON | ||||||||||
| VP & CHIEF PHARMACY OFFICER | 55.0 | 0.0 | $257,545 | $0 | $24,775 | Yes (X) | ||||
| SHERIEE C LADD | ||||||||||
| SVP, HUMAN RESOURCES | 55.0 | 0.0 | $930,730 | $0 | $11,470 | Yes (X) | ||||
| MICHAEL E HALEY | ||||||||||
| PRESIDENT & CEO (BALL) | 55.0 | 0.0 | $778,435 | $0 | $36,839 | Yes (X) | ||||
| ALFONSO W GATMAITAN | ||||||||||
| PRESIDENT & CEO (ARNETT) | 55.0 | 0.0 | $585,770 | $0 | $110,975 | Yes (X) | ||||
| JAMES T PARKER | ||||||||||
| SVP, HEALTH PLANS | 55.0 | 0.0 | $558,725 | $0 | $107,719 | Yes (X) | ||||
| WILLIAM F MCCONNELL JR | ||||||||||
| SVP & CIO | 55.0 | 0.0 | $548,924 | $0 | $24,707 | Yes (X) | ||||
| KELLY L BRAVERMAN | ||||||||||
| FORMER INTERIM COO (UH) | 55.0 | 0.0 | $199,164 | $0 | $6,601 | Yes (X) | ||||
| RICHARD F GRAFFIS MD | ||||||||||
| FORMER EVP & CME | 0.0 | 55.0 | $0 | $267,349 | $31,688 | Yes (X) | ||||
| JOHN C KOHNE MD | ||||||||||
| FORMER INTERIM EVP & CME | 1.0 | 0.0 | $149,163 | $0 | $4,756 | Yes (X) | ||||
| JAMES G TERWILLIGER | ||||||||||
| FORMER PRESIDENT (MH/UH) | 0.0 | 0.0 | $275,547 | $0 | $5,868 | Yes (X) | ||||
| LINDA Q EVERETT RN | ||||||||||
| FORMER EVP & CNE | 0.0 | 0.0 | $204,400 | $0 | $4,002 | Yes (X) | ||||
| MARILYN L COX RN | ||||||||||
| FORMER SVP & CNO (RILEY) | 0.0 | 0.0 | $267,791 | $0 | $238,847 | Yes (X) | ||||
| RUSSELL D WILLIAMS | ||||||||||
| COO (RILEY) | 55.0 | 0.0 | $323,600 | $0 | $31,744 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $15,944,231 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,617,729 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,097,202 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1332 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IU HEALTH CARE ASSOCIATES INC | |||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | MEDICAL | $91,654,555 |
| EVOLENT HEALTH LLC | |||||
| 800 N GLEBE RD STE 500 | ARLINGTON | VA | 22203 | POPULATION HEALTH | $31,440,087 |
| CERNER CORPORATION | |||||
| 2800 ROCKCREEK PKWY | KANSAS CITY | MO | 64117 | HEALTH IT SOLUTIONS | $16,682,428 |
| HY CONNECT | |||||
| 142 E ONTARIO ST STE 13 | CHICAGO | IL | 60611 | ADVERTISING | $11,800,796 |
| MEDEFIS | |||||
| 10826 OLD MILL RD STE 101 | OMAHA | NE | 68154 | TEMPORARY STAFFING | $11,509,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 257 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $6,490,263 | RelatedOrganizationsAmt |
| Government Grants | $5,960,831 | GovernmentGrantsAmt |
| All Other Contributions | $8,610,729 | AllOtherContributionsAmt |
| Total Contributions | $21,061,823 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 621110 | $1,775,647,870 | $1,775,647,870 | $0 | $0 |
| REFERENCE LABORATORY | 621500 | $722,470,547 | $718,158,197 | $4,312,350 | |
| MEMBER PREMIUM REVENUE | 541900 | $257,682,755 | $257,682,755 | ||
| SHARED SERVICES | 900099 | $241,663,853 | $233,870,804 | $7,793,049 | |
| PHARMACY | 446110 | $61,211,139 | $48,740,885 | $12,470,254 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,528,426 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,711,102 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $817,324 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,100,204,590 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,509,125 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,373,620 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $28,135,505 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,133,150 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,729,761 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,403,389 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,403,389 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $172,065 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,231,324 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $604,805,944 | SecuritiesAmt |
| Other | $1,098,721 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $627,081,194 | SecuritiesAmt |
| Other | $1,966,124 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$22,275,250 | SecuritiesAmt |
| Other | -$867,403 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,142,653 | TotalRevenueColumnAmt |
| Exclusion | -$23,142,653 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA/FOOD SERVICE | 721110 | $6,489,302 | $6,489,302 |
| PARKING | 812930 | $1,832,038 | $1,832,038 |
| EDUCATION | 900099 | $1,350,079 | $1,350,079 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,399,219 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,691,061 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,708,158 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $44,070,638 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,214,106,912 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,115,185,233 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $29,256,103 | UnrelatedBusinessRevenueAmt |
| Exclusion | $48,603,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,891,549 | TotalAmt |
| Program Services | $18,891,549 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,585,830 | TotalAmt |
| Program Services | $8,864,116 | ProgramServicesAmt |
| Management And General | $3,721,714 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,763,351 | TotalAmt |
| Program Services | $1,241,916 | ProgramServicesAmt |
| Management And General | $521,435 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $846,610,120 | TotalAmt |
| Program Services | $596,261,862 | ProgramServicesAmt |
| Management And General | $250,348,258 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,961,664 | TotalAmt |
| Program Services | $28,144,733 | ProgramServicesAmt |
| Management And General | $11,816,931 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,715,708 | TotalAmt |
| Program Services | $42,057,375 | ProgramServicesAmt |
| Management And General | $17,658,333 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,668,331 | TotalAmt |
| Program Services | $40,615,421 | ProgramServicesAmt |
| Management And General | $17,052,910 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,056 | TotalAmt |
| Management And General | $633,056 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,254,096 | TotalAmt |
| Management And General | $3,254,096 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,761,160 | TotalAmt |
| Management And General | $1,761,160 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,376 | TotalAmt |
| Management And General | $528,376 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,573,700 | TotalAmt |
| Management And General | $5,573,700 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,661,882 | TotalAmt |
| Program Services | $172,839,256 | ProgramServicesAmt |
| Management And General | $113,822,626 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,342,310 | TotalAmt |
| Program Services | $2,804,962 | ProgramServicesAmt |
| Management And General | $17,537,348 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,999,597 | TotalAmt |
| Program Services | $7,829,243 | ProgramServicesAmt |
| Management And General | $21,170,354 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,761,140 | TotalAmt |
| Program Services | $12,011,120 | ProgramServicesAmt |
| Management And General | $62,750,020 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,052,083 | TotalAmt |
| Program Services | $71,082,952 | ProgramServicesAmt |
| Management And General | $17,969,131 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000,909 | TotalAmt |
| Program Services | $1,232,856 | ProgramServicesAmt |
| Management And General | $1,768,053 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,651 | TotalAmt |
| Program Services | $55,464 | ProgramServicesAmt |
| Management And General | $73,187 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,746,721 | TotalAmt |
| Program Services | $43,512,586 | ProgramServicesAmt |
| Management And General | $7,234,135 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,030,986 | TotalAmt |
| Program Services | $129,905,303 | ProgramServicesAmt |
| Management And General | $19,125,683 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,762,765 | TotalAmt |
| Program Services | $1,665,008 | ProgramServicesAmt |
| Management And General | $15,097,757 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DRUGS AND MEDICAL SUPPLIES | $530,706,140 | $530,706,140 | |
| HEALTH CLAIMS TO PROVIDERS | $268,799,047 | $268,799,047 | |
| BAD DEBT | $27,487,092 | $27,487,092 | |
| UBI TAX | $969,187 | $969,187 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,708,133 | TotalAmt |
| Program Services | $102,230,784 | ProgramServicesAmt |
| Management And General | $25,477,349 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,724,203,584 | TotalAmt |
| Program Services | $2,108,338,785 | ProgramServicesAmt |
| Management And General | $615,864,799 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,068 | BOYAmt |
| EOY | $180,641 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,112,022 | BOYAmt |
| EOY | $310,288,126 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,195,726 | BOYAmt |
| EOY | $2,652,297 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,768,250 | BOYAmt |
| EOY | $430,626,936 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761,241,420 | BOYAmt |
| EOY | $726,153,159 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,738,340 | BOYAmt |
| EOY | $47,161,368 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,198,402 | BOYAmt |
| EOY | $36,138,901 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,603,152,481 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,022,763,340 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,634,834,679 | BOYAmt |
| EOY | $1,580,389,141 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,530,214,004 | BOYAmt |
| EOY | $1,771,982,108 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $902,498,488 | BOYAmt |
| EOY | $1,207,032,830 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,455,335 | BOYAmt |
| EOY | $281,822,836 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,588,389 | BOYAmt |
| EOY | $8,839,628 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,230,261 | BOYAmt |
| EOY | $16,112,663 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,936,254,384 | BOYAmt |
| EOY | $6,419,380,634 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,810,200 | BOYAmt |
| EOY | $372,318,667 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,563,196 | BOYAmt |
| EOY | $27,950,296 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,381,749,440 | BOYAmt |
| EOY | $1,523,988,855 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,382,014 | BOYAmt |
| EOY | $121,719,834 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,003,295,216 | BOYAmt |
| EOY | $1,226,309,660 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,068,800,066 | BOYAmt |
| EOY | $3,272,287,312 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,862,566,037 | BOYAmt |
| EOY | $3,142,205,041 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,888,281 | BOYAmt |
| EOY | $4,888,281 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,867,454,318 | BOYAmt |
| EOY | $3,147,093,322 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,936,254,384 | BOYAmt |
| EOY | $6,419,380,634 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $489,903,328 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$54,423,090 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$155,841,234 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $458,721 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $69,655 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $528,376 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Lines 1b and g - Paid staff and direct contact | During 2015, IU Health spent a total of $458,721 in direct federal and state lobbying expenditures. During 2015, IU Health advocated before Congress on the following issues: - Healthcare Reform Legislation (in general) - Patient Protection and Affordable Care Act - Changes to Medicare/Medicaid reimbursement - Graduate Medical Education - Medicaid/Medicare Managed Care - Changes to OPPS/IPPS reimbursement - RAC Audits - NIH funding - Accountable Care Organizations - 340B program - Meaningful Use - Rare disease research (Pediatric & Adult) - Site-neutrality Payments - IRS Requirements for Charitable Hospitals - Critical Access and Rural Hospital Matters (Direct Supervision; Medicare Extenders) - Disproportionate Share Hospital Payments - Telemedicine/telehealth - Budget Matters During 2015, IU Health advocated at the State Level on the following issues: - Provider Reimbursements - Healthy Indiana Plan 2.0 - Medicaid Reimbursement Policies - Workers Compensation - Provider Licensure Matters - Workforce and Smoking Policies - Insurance Matters - Healthcare Reform - Medical Malpractice - Medicaid Managed Care - Telehealth/Telemedicine - Transportation - Public Safety - Regulation - Social Services - Domestic Violence - Patient Safety Matters - Access to Health Care - Upper Payment Limit Payments |
| Schedule C, Part II-B, Lines 1j - Other Activities | Several membership organizations notified IU Health during 2015 that a portion of the dues it paid would be used for lobbying purposes as follows: American Hospital Association: 22.80% or $16,345 Indiana Hospital Association: 5.05% or $11,237 Greater Indianapolis Chamber of Commerce: 5% or $2,500 Indiana Chamber of Commerce: 10% or $2,050 Healthcare Leadership Council: 45% or $11,250 National Association of Children's Hospital: 15% or $23,644 Safety Net Hospitals for Pharmaceutical Access: 8% or $2,118 Association of American Medical Colleges: 20% or $511 Total Portion of Dues Used for Lobbying Purposes: $69,655 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,888,281 | BeginningYearBalanceAmt |
| End Year Balance | $4,888,281 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,890,781 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $2,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,888,281 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,893,581 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $2,800 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,890,781 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,896,581 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $3,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,893,581 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,186,440 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $289,859 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,896,581 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $140,620,954 | OtherCostOrOtherBasisAmt |
| Book Value | $140,620,954 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,954,123,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $882,582,619 | DepreciationAmt |
| Book Value | $1,071,540,530 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,233,483 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,011,628 | DepreciationAmt |
| Book Value | $2,221,855 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,340,800,286 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,100,889,356 | DepreciationAmt |
| Book Value | $239,910,930 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $163,374,609 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,279,737 | DepreciationAmt |
| Book Value | $126,094,872 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,580,389,141 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $1,207,032,830 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,207,032,830 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLES (NET) | $1,032,749,034 |
| INTEREST RATE SWAP LIABILITIES | $111,887,090 |
| DUE TO THIRD-PARTY PAYORS | $47,195,852 |
| PENSION AND OTHER RET. LIAB. | $15,815,190 |
| ACCRUED INTEREST ON BONDS | $10,623,191 |
| ENVIRONMENTAL OBLIGATIONS | $5,074,385 |
| SELF-INSURANCE LIABILITIES | $2,964,918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,226,309,660 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 - Intended Uses of Org.'s Endowment Funds | Permanently restricted net assets are generally restricted for indigent and other patient care services, medical education and research programs, and medical supplies and equipment. |
| Schedule D, Part X, Line 2 - FIN 48 (ASC 740) Footnote | IU Health adopted FIN 48 in 2007. No disclosures were required in 2015 under GAAP as IU Health does not have any material tax contingencies that required disclosures in the footnotes. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Investments | N/A | $1,212,305,544 |
| Europe (Including Iceland and Greenland) | Investments | N/A | $11,962,150 |
| East Asia and the Pacific | Investments | N/A | $879,072 |
| North America | Investments | N/A | $640,747 |
| Central America and the Caribbean | Unrelated Trade or Business | N/A | $3,691,061 |
| Central America and the Caribbean | Program Services | SELF-INSURANCE | $5,780,173 |
| Central America and the Caribbean | Conduct board meetings | N/A | $9,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $1,235,268,543 | SubtotalSpentAmt |
| Total Spent | $1,235,268,543 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 - Activities per Region | FormAndLineReferenceDesc |
| Explanation | The amounts reported on Schedule F, Part I, Line 3 include the book values of foreign investments, insurance premiums paid directly to an off-shore captive and travel and meeting expenses paid to attend off-shore captive meetings. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 35864 | PersonsServedCnt |
| Total Community Benefit Expns | $78,221,100 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $78,221,100 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02860 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 121493 | PersonsServedCnt |
| Total Community Benefit Expns | $699,539,609 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $519,672,230 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $179,867,379 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06580 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 157357 | PersonsServedCnt |
| Total Community Benefit Expns | $777,760,709 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $519,672,230 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $258,088,479 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09440 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 28 | ActivitiesOrProgramsCnt |
| Persons Served | 109287 | PersonsServedCnt |
| Total Community Benefit Expns | $27,674,194 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,400 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $27,672,794 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01010 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 9 | ActivitiesOrProgramsCnt |
| Persons Served | 11659 | PersonsServedCnt |
| Total Community Benefit Expns | $77,117,964 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $14,931,307 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $62,186,657 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02280 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 8 | ActivitiesOrProgramsCnt |
| Persons Served | 6128 | PersonsServedCnt |
| Total Community Benefit Expns | $7,934,256 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,934,256 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00290 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 32 | PersonsServedCnt |
| Total Community Benefit Expns | $28,243,566 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $28,243,566 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01030 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 12 | ActivitiesOrProgramsCnt |
| Persons Served | 43516 | PersonsServedCnt |
| Total Community Benefit Expns | $13,122,934 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $13,122,934 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00480 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 59 | ActivitiesOrProgramsCnt |
| Persons Served | 170622 | PersonsServedCnt |
| Total Community Benefit Expns | $154,092,914 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $14,932,707 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $139,160,207 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05090 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 59 | ActivitiesOrProgramsCnt |
| Persons Served | 327979 | PersonsServedCnt |
| Total Community Benefit Expns | $931,853,623 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $534,604,937 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $397,248,686 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.14530 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 8080 | PersonsServedCnt |
| Total Community Benefit Expns | $970,872 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $970,872 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 8080 | PersonsServedCnt |
| Total Community Benefit Expns | $970,872 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $970,872 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04000 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $9,856,199 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $414,253,529 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $420,179,179 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$5,925,650 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (7 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.25569 | 0.0 | 0.74431 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.25752 | 0.0 | 0.74248 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.25905 | 0.0 | 0.74095 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.2601 | 0.0 | 0.7399 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.28963 | 0.0 | 0.71037 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.30304 | 0.0 | 0.69696 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.27403 | 0.0 | 0.72597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 N SENATE BLVD | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | HTTP://IUHEALTH.ORG/ | WebsiteAddressTxt |
| State License | 15-005051-1 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Childrens Hospital | Yes (X) | ChildrensHospitalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | SEE PART V, SECTION C FOR ADDITIONAL INFORMATION | OtherDesc |
| Facility Reporting Group | 1 | FacilityReportingGroupCd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 15 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART V, SECTION C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 15 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE PART V, SECTION C | StrategyWebsiteURLTxt |
| Strategy Attached | false | StrategyAttachedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400. | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART V, SECTION C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART V, SECTION C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| FAP Notice Displayed | Yes (X) | FAPNoticeDisplayedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section A, Line 1 Name, Address, and Website | IU Health operates several hospital locations under a single hospital license issued by the Indiana State Department of Health. The names, addresses, and primary website addresses for each of these locations are as follows: IU Health Methodist Hospital 1701 N. Senate Blvd. Indianapolis, IN 46202 http://iuhealth.org/methodist/ IU Health University Hospital 550 University Blvd. Indianapolis, IN 46202 http://iuhealth.org/university/ Riley Hospital for Children at IU Health 705 Riley Hospital Dr. Indianapolis, IN 46202 http://iuhealth.org/riley/ IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children at IU Health are collectively referred to as the IU Health Academic Health Center. IU Health Saxony Hospital 13000 E. 136th St. Fishers, IN 46037 http://iuhealth.org/saxony/ |
| Schedule H, Part V, Section B, Line 5 Input from Community | IU Health operates four hospital locations that are licensed as a single hospital by the Indiana State Department of Health. These hospital locations are as follows: - IU Health Methodist Hospital - IU Health University Hospital - Riley Hospital for Children at IU Health - IU Health Saxony Hospital IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children are located in Indianapolis, Marion County, Indiana and are referred to as the IU Health Academic Health Center. IU Health Saxony Hospital is located in Fishers, Hamilton County, Indiana. Although licensed as a single hospital, each of these facilities serve different, although sometimes overlapping, portions of the community which present their own unique health needs. In order to take into account all of these unique health needs, IU Health conducted separate Community Health Needs Assessments ("CHNAs") for each of its four hospital locations. In conducting each of its most recent CHNAs, IU Health took into account input from persons who represent the broad interests of the communities it serves by hosting several community conversation focus groups. These focus groups included public health officials and community leaders to discuss the healthcare needs of the service area and what role IU Health could play in addressing the identified needs. IU Health Academic Health Center Local leaders with a stake in the community's health were invited to attend a focus group session on May 15, 2015 at Saint Paul Episcopal Church in Indianapolis, IN. Focus group facilitators sent email invites, mailed letters and made follow-up telephone calls, paying special attention to including organizations that represent the interest of low-income, minority, and uninsured individuals. Attendees who participated in the focus group represented the following organizations: - All Senior Citizens Connect - Anthem - Clinical Translational Sciences Institute - Coburn Place - Community Alliance of the Far Eastside - Community Health Network - Domestic Violence Network - Families First - Father and Families - Immigrant Welcome Center - Indianapolis Housing - Julian Center - Life's TouchHome Health - Mapleton-Fall Creek Development Corporation - Marion County Prosecutor's Office - Martindale Brightwood Community Development Corporation - Phalen Leadership Academies - Repucare Incorporated - St. Francis Hospital - St. Vincent Hospital - Substance Abuse Counselor - Survivors of Violence Upon arrival to the focus group, participants were asked to list what each believed to be five top health needs for the Marion County community. Each table was then asked to aggregate and rank their top five needs into a comprehensive list of identified needs. These lists were then discussed by the group as a whole to share additional insights about and gain greater understanding of the needs identified. IU Health also solicited responses from the general public regarding the health of the people in the IU Health Academic Health Center community through a survey. The survey consisted of approximately 20 multiple choice and open-ended questions that assessed the community members' feedback regarding healthcare issues and barriers to access. A link was made available on the hospital's website via an electronic survey tool from December 2014 through June 2015. A paper version was distributed to local community centers, health clinics, community health fairs and events, as well as within some hospital patient waiting areas. Additionally, an estimated 25,000 surveys were e-mailed, direct-mailed, or sent via newsletter. In addition, focus group participants received email invitations so that they could distribute the survey further to their local community members. A total of 1,146 people from the IU Health Academic Health Center community participated in the survey. IU Health Saxony Hospital Local leaders with a stake in the community's health were invited to attend a focus group session held at the Hamilton County Fairgrounds. To obtain a more complete picture of the factors that play into the community's health, input from local health leaders was gathered through a focus group session lasting two hours. IU Health facilitators mailed letters and emailed invites and made follow-up telephone calls inviting public health officials and community leaders to attend the focus group discussion, paying special attention to including organizations that represent the interest of low-income, minority and uninsured individuals. Attendees who participated in the focus group represented the following organizations: - AFCF Indiana the Cherish Center - Alternatives Inc. (Domestic Violence services) - Aspire Indiana (Mental Health services) - Children's Bureau - CICOA (Aging & Older Adults) - Community Assistance Program Noblesville (Low Income) - Community Health Network - Community Health Behavioral Care - Covering Kids (Health Insurance) - Delaware Township Trustee (Low Income) - Fishers City Attorney - Franciscan St. Francis Health Carmel - Gleaners Food Bank of Indiana - Good Samaritan Network (Lower Income) - Hamilton County Area Neighborhood Development (HAND, Inc.) - Hamilton county Council on Alcohol and Other Drugs - Hamilton County Express (Transportation) - Hamilton County Health Department - Hamilton County Society for the Disabled - Hamilton County, Dept. of Child Protective Services - Heart and Soul Clinic - Janus Developmental - Mayor of Westfield - One Zone (Economic development, Carmel) - Partnership for a Healthy Hamilton County - Prevail Inc. (Domestic Violence services) - PrimeLife Enrichment (Aging and older adults) - Purdue Extension - Riverview Health - St. Vincent Carmel Hospital - The Legacy Fund (Philanthropy) - The Salvation Army (Low Income) - Trinity Free Clinic - United Way of Central Indiana - Wayne Township Trustee - West Link Consulting - Westfield Chamber of Commerce - Westfield Washington Township - White River Christian Church - White River Township Trustee - YMCA of Greater Indianapolis Upon arrival to the focus group, participants were asked to list their believed five prioritized health needs for the Hamilton County community. Each table was then asked to aggregate and rank their top five needs into a comprehensive list of identified needs to be further discussed later in the session by the group as a whole. Facilitators then lead a discussion to gain consensus as a group of the top five health needs in Hamilton County. |
| Schedule H, Part V, Section B, Line 6a CHNA Conducted with Other Hosp. | IU Health conducted the CHNA for its IU Health Academic Health Center location in conjunction and collaboration with two other hospital facilities, Community Health Network and St. Vincent Health. IU Health conducted the CHNA for its IU Health Saxony Hospital location in conjunction with five other hospital facilities, Community Health Network, Franciscan St. Francis Health-Carmel, St. Vincent Health, St. Vincent Health-Carmel, and Riverview Health. |
| Schedule H, Part V, Section B, Line 6b CHNA Conducted with Orgs. | IU Health conducted the CHNA for its IU Health Academic Health Center location in conjunction and collaboration with the following non-hospital facility organizations: - All Senior Citizens Connect - Anthem - Christamore House - City of Indianapolis-Office of Neighborhood Services - Community Alliance of the Far Eastside - Flanner House - HealthNet - Immigrant Welcome Center - Indiana Clinical Translation Sciences Institute - Indianapolis Housing Authority - La Plaza - Life's Touch Home Health - Mapleton-Fall Creek Development corporation - Marion County Public Health Department - Martindale Brightwood Community Development Corporation - Phalen Leadership Academies - Repucare Incorporated IU Health conducted the CHNA for its IU Health Saxony Hospital location in conjunction with the following non-hospital facility organizations: - Advocates for Children and Families (AFCF) - Alternatives, Inc. - Aspire Indiana - Cherish Center - Children's Bureau, Inc. - CICOA Aging and In-Home Solutions - Community Assistance Program - Covering Kids - Delaware Township Trustee - Fall Creek Township, Fishers - Gleaners Food Bank - Hamilton County Adult Protective Services - Hamilton County Council on Alcohol and Other Drugs - Hamilton County Department of Child Services - Hamilton County Express - Hamilton County Health Department - Hamilton County Society for the Disabled - HAND, Inc. - Heart & Soul Clinic - Janus Developmental Services, Inc. - Legacy Fund, Noblesville - Noblesville Township Trustee - OneZone - Prevail, Inc. - PrimeLife Enrichment, Inc. - Purdue Extension - The Salvation Army - Trinity Free Clinic - United Way of Central Indiana - Wayne Township Trustee - Westfield Chamber of Commerce - WestLink Consulting - White River Christian Church - YMCA of Greater Indianapolis |
| Schedule H, Part V, Section B, Line 7a CHNA Website | Copies of IU Health's CHNAs for its IU Health Academic Health Center and IU Health Saxony Hospital locations are available on its website at the following URL: http://iuhealth.org/about-iu-health/in-the-community/ |
| Schedule H, Part V, Section B, Line 10a Implementation Strategy Website | Copies of IU Healths CHNA implementation strategies for its IU Health Academic Health Center and IU Health Saxony Hospital locations are available on its website at the following URL: http://iuhealth.org/about-iu-health/in-the-community/ |
| Schedule H, Part V, Section B, Line 11 Addressing Identified Needs | IU Health prioritized and determined which of the community health needs identified in its most recently conducted CHNAs were most critical for it to address by using the Hanlon Method of prioritization. This method prioritizes identified needs based upon the prevalence and severity of the need and the effectiveness of interventions available to address the needs. IU Health Academic Health Center Based upon the Hanlon Method of prioritization, IU Health selected the following four needs to be addressed for the IU Health Academic Health Center: - Access to Healthcare - Nutrition and Healthy Weight - Behavioral Health and Substance Abuse - Community Revitalization Access to Healthcare IU Healths implementation strategy to address the identified need of access to healthcare includes the following: - Supporting extended hours of walk-in and urgent-care clinics - Collaborating with service providers on screenings, vaccinations, health insurance outreach and health literacy at community events Nutrition and Healthy Weight IU Healths implementation strategy to address the identified need of nutrition and healthy weight includes the following: - Providing educational materials and promoting healthy habits - Investing in food access initiatives including summer food programs, food pantries and community gardens - Increasing access to physical assets and community spaces that encourage physical activity and wellness Behavioral Health and Substance Abuse Objectives IU Healths implementation strategy to address the identified need of behavioral health and substance abuse includes the following: - Collaborating with nonprofits that provide behavioral health and substance abuse programs and services - Developing and executing a communication plan to inform underserved populations of programs and services - Providing training to care providers in the early identification of behavioral health issues and substance abuse, including referral processes Community Revitalization IU Healths implementation strategy to address the identified need of community revitalization includes the following: - Planning efforts and pilot strategies in targeted neighborhoods - Collaborating with organizations working to lower rates of violence and also with organizations providing at-risk youth and adult re-entry employment opportunities - Advocating and assisting with planning for activities that improve neighborhood safety - Identifying advocacy opportunities leading to improved housing and neighborhoods Also, based upon the Hanlon Method of prioritization, the following identified community health need was not amongst the needs chosen to be addressed: - Smoking and tobacco use The identified community need of tobacco prevention and cessation was reviewed and after completing a gap analysis, it was determined that, with the State of Indiana and Marion County Health Department tobacco efforts, including the free Quit Line and the smoke free ordinances, the best method to support tobacco prevention and cessation is to refer community members to these established resources. IU Health Saxony Hospital Based upon the Hanlon Method of prioritization, IU Health selected the following five needs to be addressed for IU Health Saxony Hospital: - Access to Health Services - Exercise, Nutrition, and Weight - Behavioral Health (including Mental Health & Substance abuse) - Older Adults & Aging - Transportation Access to Healthcare IU Health's implementation strategy to address the identified need of access to healthcare includes the following: - Providing operational and programmatic funding to support Trinity Free Clinic in Carmel and Heart & Soul Clinic in Westfield - Providing free community health screenings (BP, A1C, pediatric developmental, pulmonary function, etc.) at community events and through community partnerships - Providing an IU Health individual solutions coordinator to help individuals and families register for HIP 2.0 or other Marketplace insurance - Continuing to work with and providing financial support for the Partnership for a Healthy Hamilton County - Exploring a partnership with the Carmel Fire Department and its community paramedicine program Exercise, Nutrition, and Weight IU Health's implementation strategy to address the identified need of exercise, nutrition, and weight includes the following: - Supporting local farmers markets and advocating for WIC/SNAP programming at affiliated markets - Providing healthy cooking demonstrations at farmers markets using local produce - Partnering with local schools to provide additional fitness and nutrition resources and education (presentations by dieticians, pedometer/walking competitions, walking/running clubs) - Exploring Jump IN via United Way for local school intervention - Exploring and assisting with development of Hamilton County Parks and Recreation's BeneFIT program - Partnering with Fishers Parks & Recreation Department - Supporting dance camp scholarships for Junior Civic Theatre Behavioral Health (including Mental Health & Substance Abuse) IU Health's implementation strategy to address the identified need of behavioral health includes the following: - Exploring opportunities to support/fund Aspire Indiana, Inc., Indiana Chapter of American Foundation for Suicide Prevention, and Mental Health America of Hamilton County - Exploring opportunities to provide mental health awareness seminars and/or support groups in the community - Partnering with Chaucie's Place to offer community and staff education on preventing and recognizing child sexual abuse - Providing funding to Chaucie's Place to further child sexual abuse prevention programming in Hamilton County - Exploring appropriate partnerships with existing groups/agencies, including the Substance Abuse Task Force and local law enforcement Older Adults and Aging IU Health's implementation strategy to address the identified need of older adults and aging includes the following: - Exploring opportunities to support/fund Central Indiana Council on Aging (CICOA) in Hamilton County - Exploring volunteer networks/organizations to support patient transportation strategies - Providing free balance screenings for older adults - Exploring appropriate partnerships with existing groups/agencies Transportation IU Health's implementation strategy to address the identified need of transportation includes the following: - Participating in the Hamilton County Transit Forum and supporting the work of the group - Working with local agencies and organizations (Hamilton County Express and Janus Development) to explore opportunities to expand transportation services - Providing funding and political support for transportation initiatives when appropriate Also, based upon the Hanlon Method of prioritization, the following identified community health need was not amongst the needs chosen to be addressed: - Chronic disease The identified community need of chronic disease prevention was reviewed and after completing a gap analysis, it was determined that, with other community health resources available, the best method to support chronic disease prevention is to refer community members to these established resources. |
| Schedule H, Part V, Section B, Line 13b Income Level Other than FPG | In addition to FPG, IU Health may take into consideration a patients income and/or ability to pay in the calculation of a financial assistance award. |
| Schedule H, Part V, Section B, Line 13h Other FAP Eligibility Criteria | IU Health takes into consideration several other factors in determining patient eligibility for financial assistance. These factors include the following: 1. Alternate Sources of Assistance When technically feasible, a patient will be required to exhaust all other state and federal assistance programs prior to receiving an award from IU Healths 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 Healths 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 their insurance provider at the request of IU Health. Eligible patients who receive medical care from an IU Health facility 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 is entitled. Said patients may be asked to complete a financial assistance application. 2. Presumptive Financial Assistance Eligibility Patients who are deemed to be presumptively eligible for Financial Assistance will receive a Financial Adjustment to their final statement balance based on the patients individual scoring criteria. Patients are considered to be presumptively eligible for Financial Assistance if the financial need has been determined by the following third parties: Eskenazi Health, formerly Wishard Memorial Hospital, Project Health, Indiana Childrens Special Health Care Services, Medicaid, Out-of-State Medicaid, Healthy Indiana Plan, or Volunteers in Medicine. Patients are also considered to be presumptively eligible if they are pending Medicaid approval or have a hospital bill with a maximum balance to be determined by the Financial Assistance Committee and who meet certain risk segmentation scoring criteria. 3. Additional Considerations Financial Assistance may be granted to a deceased patients account if said patient is found to have no estate. Additionally, IU Health will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance application. A patients income and/or ability to pay may be taken into consideration in the calculation of a financial assistance award. |
| Schedule H, Part V, Section B, Line 16a FAP Website | A copy of IU Healths FAP is available on the following website: http://iuhealth.org/patients/my-iu-health/billing-services/financial-assis tance/ |
| Schedule H, Part V, Section B, Line 16b FAP Application Website | A copy of IU Healths FAP Application is available on the following website: http://iuhealth.org/patients/my-iu-health/billing-services/financial-assis tance/ |
| Schedule H, Part V, Section B, Line 16i Other Measures to Publicize | IU Health takes several other measures to broadly publicize its FAP within the community. These measures include the following: 1. Signs are posted in appropriate acute care settings such as emergency departments and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 2. IU Health includes a plain language description of its FAP with all patient bills and statements of services. 3. IU Health Revenue Cycle Services representatives are available via telephone Monday through Friday, excluding major holidays, from 8 a.m. to 7 p.m. (Eastern Time) to address questions related to Financial Assistance. 4. IU Health Revenue Cycle Services educates its patient facing team members of its FAP and the process for referring patients to the Program. |
| Schedule H, Part V, Section B, Line 22d Other Determination of Charges | IU Health limits the amounts charged for Emergency or other Medically Necessary Services provided to individuals eligible for assistance under its FAP to not more than amounts generally billed to individuals who have insurance coverage for such care. The basis for calculating the amount charged to all patients, including those who are eligible for Financial Assistance, is derived through the use of a chargemaster or physician fee schedule and are uniformly applied. All additional discounts required by insurance contract or IU Healths FAP are applied to the chargemaster or physician fee schedule calculated amount. IU Health does not use gross charges in the calculation of the amount to charge a Financial Assistance eligible patient. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 95 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (95 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| BALL OUTPATIENT SURGERY CENTER | ||||
| 2525 W UNIVERSITY AVE STE 200 | MUNCIE | IN | 47303 | AMBULATORY SURGERY |
| BELTWAY SURGERY CENTER | ||||
| 151 PENNSYLVANIA PKWY | INDIANAPOLIS | IN | 46280 | AMBULATORY SURGERY |
| BELTWAY SURGERY CENTER SPRING MILL | ||||
| 200 W 103RD ST STE 2400 | INDIANAPOLIS | IN | 46290 | AMBULATORY SURGERY |
| EAGLE HIGHLANDS SURGERY CENTER | ||||
| 6850 PARKDALE PL | INDIANAPOLIS | IN | 46254 | AMBULATORY SURGERY |
| GLEN LEHMAN ENDOSCOPY SUITE | ||||
| 550 N UNIVERSITY BLVD STE 4100 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| INDIANA ENDOSCOPY CENTERS | ||||
| 10967 ALLISONVILLE RD STE 100 | FISHERS | IN | 46038 | AMBULATORY SURGERY |
| INDIANA ENDOSCOPY CENTERS | ||||
| 1115 N RONALD REAGAN PKWY STE 3 | AVON | IN | 46123 | AMBULATORY SURGERY |
| INDIANA ENDOSCOPY CENTERS | ||||
| 1801 N SENATE BLVD STE 710 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| INDIANA HTS BELTWAY SURGERY CENTER | ||||
| 8501 HARCOURT RD | INDIANAPOLIS | IN | 46260 | AMBULATORY SURGERY |
| MERIDIAN SOUTH SURGERY CENTER | ||||
| 8830 S MERIDIAN ST | INDIANAPOLIS | IN | 46217 | AMBULATORY SURGERY |
| RILEY OUTPATIENT SURGERY CENTER | ||||
| 702 BARNHILL DR STE 0201 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| SAXONY SURGERY CENTER | ||||
| 13100 E 136TH ST STE 1100 | FISHERS | IN | 46037 | AMBULATORY SURGERY |
| SENATE STREET SURGERY CENTER | ||||
| 1801 N SENATE BLVD | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| CARDIO TESTING AT IU HEALTH METHODIST | ||||
| 1801 N SENATE BLVD STE 3100 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| CHARIS CENTER | ||||
| 6640 INTECH BLVD STE 195 | INDIANAPOLIS | IN | 46278 | DIAGNOSTIC AND OTHER OUTPATIENT |
| INDIANA CANCER PAVILION | ||||
| 535 N BARNHILL DR | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH ADULT DIALYSIS CENTER | ||||
| 2140 N CAPITOL ST | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH ARNETT HOSPITAL LAB | ||||
| 5165 MCCARTY LN | LAFAYETTE | IN | 47905 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BALL MEMORIAL HOSPITAL LAB | ||||
| 2401 UNIVERSITY AVE | MUNCIE | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BLACKFORD HOSPITAL LAB | ||||
| 410 PILGRIM BLVD | HARTFORD CITY | IN | 47348 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BLOOMINGTON HOSPITAL LAB | ||||
| 601 W 2ND ST | BLOOMINGTON | IN | 47402 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BRAIN TUMOR CLINIC | ||||
| 355 W 16TH ST STE 5400 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BROWNSBURG | ||||
| 1375 N GREEN ST STE 200 | BROWNSBURG | IN | 46112 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CANCER CENTERS - SPRING MILL | ||||
| 200 W 103RD ST | INDIANAPOLIS | IN | 46290 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC EAST | ||||
| 6845 RAMA DR | INDIANAPOLIS | IN | 46219 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC NORTH | ||||
| 10202 LANTERN RD | FISHERS | IN | 46038 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC CARMEL | ||||
| 11725 ILLINOIS ST STE 565 | CARMEL | IN | 46032 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC METHODIST | ||||
| 1701 N SENATE BLVD C6 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC WEST | ||||
| 1111 N RONALD REAGAN PKWY | AVON | IN | 46123 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH HOME DIALYSIS | ||||
| 8802 N MERIDIAN ST STE 150 | INDIANAPOLIS | IN | 46260 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH LAPORTE HOSPITAL LAB | ||||
| 1007 LINCOLNWAY | LAPORTE | IN | 46350 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH MEDICAL DIAGNOSTIC CENTER | ||||
| 550 N UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH MELVIN & BREN SIMON CANCER CTR | ||||
| 1030 W MICHIGAN ST | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST HOSPITAL OUTPT SVC | ||||
| 1701 N SENATE BLVD AG053 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST LIFECARE PROGRAM | ||||
| 1633 N CAPITAL AVE STE 300 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST MEDICAL PLAZA | ||||
| 151 PENNSYLVANIA PKWY | INDIANAPOLIS | IN | 46280 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST MEDICAL PLAZA | ||||
| 6850 PARKDALE PL | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST MEDICAL PLAZA EAST | ||||
| 9660 E WASHINGTON ST | INDIANAPOLIS | IN | 46229 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST MEDICAL PLAZA SOUTH | ||||
| 8830 S MERIDIAN ST | INDIANAPOLIS | IN | 46217 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST PROFESSIONAL CENTER | ||||
| 1801 N SENATE BLVD | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH MOORESVILLE | ||||
| 820 SAMUEL MOORE PKWY | MOORESVILLE | IN | 46158 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH NEUROSCIENCE CENTER | ||||
| 355 W 16TH ST | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH NEUROSCIENCE CTR NEUROPHYS | ||||
| 355 W 16TH ST STE 2100 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH NORTH HOSPITAL LAB | ||||
| 11700 N MICHIGAN ST | CARMEL | IN | 46032 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH OPTHALMOLOGY CENTER | ||||
| 1160 W MICHIGAN AVE | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH ORTHO RADIOLOGY AND REHAB | ||||
| 1801 N SENATE AVE STE 510 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH PAOLI HOSPITAL LAB | ||||
| 642 W HOSPITAL RD | PAOLI | IN | 47454 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH PATHOLOGY LAB | ||||
| 350 W 11TH ST | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH RADIOLOGY AT GEORGETOWN | ||||
| 4880 CENTURY PLAZA RD STE 155 | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH RADIOLOGY AT MOORESVILLE | ||||
| 820 SAMUEL MOORE PKWY | MOORESVILLE | IN | 46158 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH RENAL SERVICES | ||||
| 550 N UNIVERSITY BLVD RM 1115 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SAXONY HOSPITAL LAB | ||||
| 13000 E 136TH ST | FISHERS | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SAXONY HOSPITAL OR | ||||
| 13100 E 136TH ST STE 2100 | FISHERS | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SAXONY HOSPITAL SLEEP LAB | ||||
| 13100 E 136TH ST | FISHERS | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SLEEP DISORDERS CENTER | ||||
| 1411 W COUNTY LINE RD STE C | GREENWOOD | IN | 46142 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SLEEP DISORDERS CENTER | ||||
| 714 N SENATE AVE | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH TIPTON HOSPITAL LAB | ||||
| 1000 S MAIN ST | TIPTON | IN | 46072 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH TRANSPLANT | ||||
| 1701 N SENATE BLVD | INDIANAPOLIS | IN | 46206 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH UNIV HOSP ADULT OUTP CENTER | ||||
| 550 UNIVERSITY BLVD RM 4175 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH WEST HOSPITAL LAB | ||||
| 1111 RONALD REAGAN PKWY | AVON | IN | 46123 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH WHITE MEMORIAL HOSPITAL LAB | ||||
| 720 S 6TH ST | MONTICELLO | IN | 47960 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SAXONY HOSPITAL CARDIAC REHAB | ||||
| 13100 E 136TH ST | FISHERS | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| METHODIST MEDICAL PLAZA GEORGETOWN | ||||
| 4880 W CENTURY PLAZA RD | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC AND OTHER OUTPATIENT |
| METHODIST MEDICAL PLAZA GLENDALE | ||||
| 2620 KESSLER BLVD E DR | INDIANAPOLIS | IN | 46220 | DIAGNOSTIC AND OTHER OUTPATIENT |
| METHODIST MEDICAL TOWER | ||||
| 1633 N CAPITAL AVE | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| NEUROREHABILITATION AND ROBOTICS | ||||
| 355 W 16TH ST STE 1078 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| NEUROSCIENCE RADIOLOGY | ||||
| 355 W 16TH ST STE 0400 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| PULMONARY REHABILITATION | ||||
| 1633 N CAPITAL AVE STE 103 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| RILEY REHABILITATION SERVICES | ||||
| 705 RILEY HOSPITAL DR | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| RILEY REHABILITATION SERVICES (EAST) | ||||
| 9650 E WASHINGTON ST STE 250 | INDIANAPOLIS | IN | 46229 | DIAGNOSTIC AND OTHER OUTPATIENT |
| RILEY HOSPITAL HEMATOLOGYONCOLOGY | ||||
| 11725 ILLINOIS ST STE 01BD003-B6 | CARMEL | IN | 46032 | DIAGNOSTIC AND OTHER OUTPATIENT |
| RILEY HOSPITAL RENAL SERVICES | ||||
| 705 RILEY HOSPITAL DR ROC STE 12 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| SPRING MILL OFFICE BUILDING LABORATORY | ||||
| 200 W 103RD ST | INDIANAPOLIS | IN | 46290 | DIAGNOSTIC AND OTHER OUTPATIENT |
| THE SIMULATION CENTER AT FAIRBANKS HALL | ||||
| 340 W 10TH ST STE 4100 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH ADVANCED THERAPIES PHARMACY | ||||
| 355 W 16TH ST STE 1600 | INDIANAPOLIS | IN | 46202 | PHARMACY |
| METHODIST RETAIL PHARMACY | ||||
| 1801 N SENATE BLVD STE 105 | INDIANAPOLIS | IN | 46202 | PHARMACY |
| NORTH RETAIL PHARMACY | ||||
| 11700 N MERIDIAN ST STE B106 | CARMEL | IN | 46032 | PHARMACY |
| RILEY RETAIL PHARMACY | ||||
| 705 RILEY HOSPITAL DR ROC 1201 | INDIANAPOLIS | IN | 46202 | PHARMACY |
| SAXONY RETAIL PHARMACY | ||||
| 13100 E 136TH ST STE 1000 | FISHERS | IN | 46037 | PHARMACY |
| UNIVERSITY RETAIL PHARMACY | ||||
| 550 N UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | PHARMACY |
| WEST RETAIL PHARMACY | ||||
| 1111 N RONALD REAGAN PKWY | AVON | IN | 46123 | PHARMACY |
| IU HEALTH ARNETT HOME CARE | ||||
| 3900 MCCARTY LN STE 103 | LAFAYETTE | IN | 47905 | HOME HEALTH |
| IU HEALTH ARNETT SLEEP APNEA EDUC CTR | ||||
| 3900 MCCARTY LN STE 102 | LAFAYETTE | IN | 47905 | HOME HEALTH |
| IU HEALTH BALL MEMORIAL HOME CARE | ||||
| 2300 W GILBERT ST | MUNCIE | IN | 47303 | HOME HEALTH |
| IU HEALTH BEDFORD SLEEP APNEA EDUC CTR | ||||
| 1502 CLINIC DR | BEDFORD | IN | 47421 | HOME HEALTH |
| IU HEALTH HOME CARE | ||||
| 950 N MERIDIAN ST STE 700 | INDIANAPOLIS | IN | 46204 | HOME HEALTH |
| IU HEALTH SLEEP APNEA EDUCATION CENTER | ||||
| 1411 W COUNTY LINE RD STE C | GREENWOOD | IN | 46142 | HOME HEALTH |
| IU HEALTH SLEEP APNEA EDUCATION CENTER | ||||
| 714 N SENATE AVE STE 110 | INDIANAPOLIS | IN | 46202 | HOME HEALTH |
| IU HEALTH TIPTON HOME CARE | ||||
| 202 S WEST ST | TIPTON | IN | 46072 | HOME HEALTH |
| SLEEP APNEA EDUCATION CENTER AT SAXONY | ||||
| 13100 E 136TH ST STE 3200B | FISHERS | IN | 46037 | HOME HEALTH |
| SLEEP APNEA EDUCATION CENTER AT WEST | ||||
| 1115 N RONALD REAGAN PKWY STE 3 | AVON | IN | 46123 | HOME HEALTH |
| IU HEALTH BALL MEMORIAL HOSPICE | ||||
| 2401 W UNIVERSITY BLVD | MUNCIE | IN | 47303 | HOSPICE |
| IU HEALTH HOSPICE | ||||
| 1828 N ILLINOIS ST | INDIANAPOLIS | IN | 46202 | HOSPICE |
| IU HEALTH HOSPICE | ||||
| 950 N MERIDIAN ST STE 700 | INDIANAPOLIS | IN | 46204 | HOSPICE |
| IU HEALTH MORGAN | ||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | DIAGNOSTIC AND OTHER OUTPATIENT |
Supplemental Information Detail SupplementalInformationDetail (21 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part IV, Line 1(a) Name of Entity | Beltway Surgery Centers, LLC |
| Schedule H, Part IV, Line 2(a) Name of Entity | Eagle Highlands Surgery Center, LLC |
| Schedule H, Part IV, Line 3(a) Name of Entity | Senate Street Surgery Center, LLC |
| Schedule H, Part IV, Line 4(a) Name of Entity | Indiana Endoscopy Centers, LLC |
| Schedule H, Part IV, Line 5(a) Name of Entity | ROC Surgery, LLC |
| Schedule H, Part IV, Line 6(a) Name of Entity | Indiana University Health Saxony Surgery Center, LLC |
| Schedule H, Part IV, Line 7(a) Name of Entity | Ball Outpatient Surgery Center, LLC |
| Schedule H, Part I, Line 3c Other Factors Used in Determining Elig. | IU Health uses several factors other than Federal Poverty Guidelines ("FPGs") in determining eligibility for free or discounted care under its FAP. These factors include the following: 1. Indiana Residency Requirement IU Health only makes Financial Assistance available to residents of the State of Indiana. IU Health employs the same residency test as set forth in Indiana Code 6-3-1-12 to define as resident any individual who was domiciled in Indiana during the taxable year, or any individual who maintains a permanent place of residence in this state and spends more than one hundred eighty-three (183) days of the taxable year in Indiana. 2. Alternate Sources of Assistance When technically feasible, patients must exhaust all other state and federal assistance programs prior to receiving an award from IU Healths 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 form IU Healths 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 their insurance provider at the request of IU Health. Eligible patients who receive medical care from an IU Health facility 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 is entitled. Said patients may be asked to complete a financial assistance application. 3. Presumptive Financial Assistance Eligibility Patients who are deemed to be presumptively eligible for Financial Assistance will receive a Financial Adjustment to their final statement balance based on the patients individual scoring criteria. Patients are considered to be presumptively eligible if the financial need has been determined by the following third parties: Eskenazi Health, formerly Wishard Memorial Hospital, Project Health, Indiana Childrens Special Health Care Services, Medicaid, Out-of-State Medicaid, Healthy Indiana Plan, or Volunteers in Medicine. Patients may also be considered presumptively eligible if they are pending Medicaid approval or have a hospital bill with a maximum balance to be determined by the Financial Assistance Committee and who meet certain risk segmentation scoring criteria. 4. Additional Considerations Financial Assistance may be granted to a deceased patients account if said patient is found to have no estate. IU Health will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance Application. A patients income and/or ability to pay may be taken into consideration in the calculation of a financial assistance award. 5. Patient Assets IU Health will consider patient Assets in the calculation of a patients true financial burden. A patients primary residence and one (1) motor vehicle will be exempted from consideration in most cases. IU Health will apply the definitions set for in Indiana Administrative Code 405 IAC 2-3-15 to define a patients primary residence and motor vehicle. A patients primary residence is defined as the patients principal place of residence. The patients primary residence will be excluded from a patients extraordinary asset calculation so long as the patients equity is less than five-hundred thousand dollars ($500,000) and the home is not occupied by the patients spouse or child under twenty-one (21) years of age. One (1) motor vehicle, regardless of its fair market value, may be excluded in limited circumstances defined in Indiana Administrative Code 405 IAC 2-3-15(d)(6). IU Health reserves the right to adjust a patients Federal Poverty Level ("FPL") if the patient demonstrates a claim or clear title to any extraordinary Asset not excluded from consideration under the above guidance. IU Health will not seek the title to discovered Assets without the express authorization of the Financial Assistance Committee. |
| Schedule H, Part I, Line 7, Column (c) 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 excludes direct offsetting revenue, is 34.09%. |
| Schedule H, Part I, Line 7, Column (f) Percent of Total Expense | The amount of bad debt expense subtracted for purposes of calculating the percentage of total expense on Line 7, column (f) is $30,032,905. This amount includes the bad debt expense reported on Form 990, Part IX, Line 25, column (A), and IU Healths portion of the bad debt attributable to the joint ventures reported on Schedule H, Part IV. |
| Schedule H, Part I, Line 7g Subsidized Health Services | IU Health does not include any costs associated with physician clinics as subsidized health services. |
| Schedule H, Part II - Promotion of Health in Communities Served | 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 ("IU Health Statewide System") participate in a variety of community-building activities that address the social determinants of health in the communities it serves through investments in economic development efforts across the state, collaboration with like-minded organizations through coalitions that address key issues, and advocacy 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. Several examples include IU Healths support of the following organizations and initiatives that focus on some of the root causes of health issues, such as lack of education, employment and poverty: - Partnership for a Healthy Hamilton County - Aspire Indiana, Inc. - Starfish Initiative - Early Learning Indiana - United Way Additionally, through the IU Health Statewide Systems team member community benefit service program, "Strength That Cares", team members across the state make a difference in the lives of thousands of Hoosiers every year. |
| Schedule H, Part III, Line 2 Bad Debt Expense Methodology | The amount reported on line 2 as bad debt is reported at cost, as calculated using the cost to charge ratio methodology. |
| Schedule H, Part III, Line 4 Bad Debt Expense | The bad debt expense footnote in IU Health's consolidated financial statements is as follows: The provision for uncollectible accounts, for all payors, is recognized when services are provided based upon managements assessment of historical and expected net collections, taking into consideration business and economic conditions, changes and trends in health care coverage, and other collection indicators. Periodically, management assesses the adequacy of the allowance for uncollectible accounts based upon accounts receivable payor composition and aging, the significance of individual payors to outstanding accounts receivable balances, and historical write-off experience by payor category, as adjusted for collection indicators. The results of this review are then used to make any modifications to the provision for uncollectible accounts and the allowance for uncollectible accounts. In addition, the Indiana University Health System follows established guidelines for placing certain past due patient balances with collection agencies. Patient accounts that are uncollected, including those placed with collection agencies, are initially charged against the allowance for uncollectible accounts in accordance with collection policies of the Indiana University Health System and, in certain cases, are reclassified to charity care if deemed to otherwise meet financial assistance policies of the Indiana University Health System. |
| Schedule H, Part III, Line 8 Medicare Surplus or (Shortfall) | 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 Medicare Cost Report. "Allowable costs" for Medicare Cost Report purposes, however, are not reflective of all costs associated with IU Health'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's participation in Medicare programs would significantly increase the Medicare shortfall reported on Schedule H, Part III, Line 7. IU Health's Medicare shortfall is attributable to reimbursements that are less than the cost of providing patient care and services to Medicare beneficiaries and does not include any amounts that result from inefficiencies or poor management. IU Health 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. |
| Schedule H, Part III, Line 9b Written Debt Collection Policy | IU Healths FAP and Bad Debt Referral 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 must submit a Financial Assistance Application within twenty-one (21) days of receiving their first billing statement from IU Health. Individuals other than the patient, such as the patients physician, family members, community or religious groups, social services or hospital personnel may request a Financial Assistance Application to be mailed to a patients primary mailing address free of charge. IU Health keeps all applications and supporting documentation confidential. 2. Eligibility Determination IU Health informs 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 assistance and the patient or guarantor provides additional information for reconsideration, 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 may 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 will remain in effect for three-hundred-sixty-five (365) days from the date of receipt of a completed application. 3. Extraordinary Collection Actions IU Health only implements its "Bad Debt Referral Policyother Extraordinary Collection Action after it has made reasonable efforts to determine whether the patient account is eligible for assistance under its FAP. When it is necessary to engage in such action, IU Health, and its contracted third parties, will engage in fair, respectful and transparent collections activities. Patients or guarantors who have not applied for Financial Assistance and whose accounts have been engaged in Extraordinary Collection Actions may request Financial Assistance, complete an Application with requested documentation, and be considered for a reduction in their bill if it is within the two-hundred-forty (240) days of receiving their first billing statement. IU Health may also suspend collection activity on an account while an Application is being processed and considered. IU Health and its collection agencies will not provide assistance after an account has entered into legal proceedings without first obtaining written consent from its Financial Assistance Committee. The award of Financial Assistance may be subject to successful completion of a payment plan. In the event a patient or guarantor who is receiving Financial Assistance fails to complete the terms of their payment plan, IU Health reserves the right to submit the unadjusted account balance, less any amount previously paid by the patient, to an Extraordinary Collection Action. |
| Schedule H, Part VI, Line 2 Needs Assessment | Communities are multifaceted and so are their health needs. IU Health 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 assesses the health care needs of the communities it serves by conducting a CHNA for each of its hospital locations. These assessments include collaboration with other community organizations such as the Marion County Health Department, the Hamilton County Health Department, the Indiana State Department of Health and the United Way of Central Indiana. After completion of the CHNA, IU Health reviewed the information gathered from community leader focus groups, community input surveys and statistical data. The needs identified were analyzed and ranked using the Hanlon method of prioritization to determine the prevalence and severity of community health needs and which ones were most critical. Additionally, the effectiveness of an intervention for each need and IU Healths ability to impact positive change was evaluated. |
| Schedule H, Part VI, Line 3 Patient Education of Eligibility for Assist. | IU Health 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 has adopted a Financial Assistance Policy that provides Financial Assistance to eligible patients receiving Emergency or Medically-Necessary Services. This policy was developed and is utilized to determine a patients financial ability to pay for services. IU Health goes to great lengths to publicize its financial assistance policy and ensure that patients know they will be treated regardless of their ability to pay. IU Health shares financial assistance information with patients throughout their entire episode of care and beyond including the admissions process, billing process, and online. 1. Admissions Process IU Health educates all patient facing team members on its Financial Assistance Policy and the process for referring patients to the program. During the admissions process, opportunities for financial assistance are discussed with patients who are identified as self-pay (uninsured) or if they request assistance information. The patient is also provided with an Admissions Packet that outlines information regarding IU Healths financial assistance program. Financial counselors are onsite to assist with financial concerns or questions during the patients stay. Patient Financial Services Customer Service representatives are also available after the patients stay to help patients apply for financial assistance, understand their bills, explain what they can expect during the billing process, accept payment (if needed), update their insurance or payor information, and update their address or other demographic information. 2. Billing Process IU Health includes a plain language summary of its Financial Assistance Policy with all patient bills and statements of services. The plain language summary includes contact information allowing patients the ability to request financial assistance. Additionally, a Financial Assistance Application is mailed to all IU Health patients with a patient balance due after insurance. IU Health Revenue Cycle Services representatives are available via telephone Monday through Friday, excluding major holidays, from 8 a.m. to 7 p.m. (Eastern Time) to address questions related to Financial Assistance. Customer Service team members will also mail paper applications to a patient at their request. 3. Online IU Healths Financial Assistance Policy and Financial Assistance Application is available on its website at http://iuhealth.org/patients/my-iu-health/billing-services/financial-assis tance/. The website also includes contact information for customer service representatives to assist with the application process. |
| Schedule H, Part VI, Line 4 Community Information | IU Health serves a large geographic area in Central Indiana. In completing CHNAs for its IU Health Academic Health Center and IU Health Saxony Hospital locations, IU Health defined "community" as the county of residence for each hospital location. Each individual hospital location serves a unique subsection of the community for which details are included below: IU Health Academic Health Center The community for IU Health Academic Health Center's primary service area is defined as Marion County, the community where IU Health Academic Health Center is located. The secondary service areas are comprised of eight contiguous counties consisting of Boone, Hamilton, Hancock, Hendricks, Johnson, Madison, Morgan, and Shelby Counties. Approximately, 81% of inpatient discharges are from the primary service area and 19% from the secondary service area. Marion County includes zip codes within the towns of Beech Grove, Indianapolis, Lawrence, Southport, and Speedway, plus portions of Plainfield, which extends into Hendricks County. Based on the Census Bureau data for 2012, Marion County's population was 911,296 and 54% were female. The county's population estimates by race are 59.5% White non-Hispanic, 26.4% Black non-Hispanic, 9.3% Hispanic or Latino, 2.0% Asian, 0.5% American Indian or Alaska native, and 2.2% persons reporting two or more races. IU Health Saxony Hospital The community for IU Health Saxony Hospital's primary service area is defined as Hamilton County, the county were IU Health Saxony Hospital is located, plus Marion County. The secondary service area is comprised of five contiguous counties consisting of Boone, Hancock, Hendricks, Madison, and Tipton Counties. Approximately 54% of inpatient discharges originate from the primary service area with 23% from the secondary service area. Of inpatient discharges from 56 other Indiana counties, no one county accounted for more than 2.5%. Hamilton County includes ZIP codes within the towns of Arcadia, Atlanta, Carmel, Cicero, Fishers, Noblesville, Sheridan, and Westfield. Based on Census Bureau statistics for 2014, Hamilton County's population was 302,623. Just over half (51.2%) were female and 48.8% were male. The county's population estimates by race are 84.9% White non-Hispanic, 4.1% Black, 3.8% Hispanic or Latino, 5.6% Asian, 0.2% American Indian or Alaska Native, and 1.8% two or more races. A very small percentage of the population is ethnic groups other than those listed above. |
| Schedule H, Part VI, Line 5 Promotion of Community Health | A majority of IU Healths board of directors is comprised of independent community members who reside in IU Healths primary service areas. 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 Indiana University 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 Healths 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 Healths 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. This proposition advances IU Healths Mission Statement and recognizes core values that are crucial to its historic and current identity. IU Health is already seeing new and sustained initiatives based upon this statement. |
| Schedule H, Part VI, Line 6 Affiliated Health Care System | IU Health is part of the IU Health Statewide System. The IU Health Statewide System is Indianas most comprehensive healthcare system. A unique partnership with the IU School of Medicine, one of the nations leading medical schools, gives patients access to innovative treatments and therapies. IU Health is comprised of hospitals, physicians and allied services dedicated to providing preeminent care throughout Indiana and beyond. National Recognition - Six hospitals designated as Magnet by the American Nurses Credentialing Center recognizing excellence in nursing care. - Ten clinical programs ranked among the top 50 national programs in U.S. News & World Reports 2015-16 edition of Americas Best Hospitals. - Ten out of ten specialty programs at Riley Hospital for Children at IU Health ranked among the top 50 childrens 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. Research conducted by IU School of Medicine faculty gives IU Health physicians and patients access to the most leading-edge and comprehensive treatment options. Collaborative Strategic Research Initiative Conceived by IU Health and the IU School of Medicine in 2012, the Strategic Research Initiative aims to enhance the institutions joint capabilities in fundamental scientific investigation, translational research and clinical trials targeting innovative treatments for disease. The two organizations committed to invest $150 million over five years to this new research collaboration. Established in 2013, the Center for Innovation and Implementation Science is partially supported by the Strategic Research Initiative. The new center, launched by the IU School of Medicine and the Indiana Clinical and Translational Sciences Institute, focuses on increasing efficacy and reducing costs at IU Health. With oversight of four specialized research and discovery units managed by IU School of Medicine researchers, the center will address problems with the potential to reduce costs or generate new revenue estimated at $5 million per year or more. 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 Indianas 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 Goshen Hospital - IUHLP Liquidation, Inc. f/k/a IU Health La Porte Hospital - IU Health Morgan Hospital - IU Health North Hospital - IU Health Paoli Hospital - IU Health Starke 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 Indianas 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. Some ways we address our community health priorities as a system include: IU Health Day of Service The annual IU Health Day of Service is a high-impact, one-day event aimed at engaging IU Health team members in activities that address an identified community need. Tackling the issue of obesity in the communities IU Health serves, the seventh annual Day of Service in 2015 focused on leaving behind key physical assets to help meet a statewide need for more venues for physical activity and recreation. During the 2015 Day of Service: - More than 2,200 team members and 6,000 volunteer hours were dedicated by IU Health team members - Created 3 miles of walking trails - Revitalized 18 parks and trailheads - Mounted 7 swing sets - Distributed hundreds of bicycles and bicycle helmets to elementary schools Kindergarten Countdown As one of IU Healths signature programs and collaboration with United Way, Kindergarten Countdown helps hundreds of soon-to-be kindergartners improve their readiness for school. In addition to providing health screenings and vaccinations to students, the program offers assistance to parents in registering their kindergartners for school. Kindergarten Countdown summer camps are designed to provide at-risk youngsters the basic skills they need to succeed in their first year of school. From "Get Ready to Read" pre- and post-tests, campers in the IU Health camps achieved a 21 percent average increase in scores from the beginning of the four-week camp to the end. The program also creates positive impact by increasing awareness of kindergarten readiness, improving parent engagement and strengthening relationships between volunteers and team members at hospitals, schools and community organizations. IU Health recognizes that in some cases we dont have all the expertise or resources to address the needs of the community and other organizations are better suited to tackle some of the specific needs of the community. IU Health, therefore, provided financial support to like-minded non-profit organizations that are working to improve the health of the community in our identified priorities of need. Clinical Research Clinical trials are conducted at the following IU Health partners: - Methodist Cancer Center Research Group - IU Simon Cancer Center - Methodist Research Institute - Indiana Clinical and Translational Sciences Institute (Indiana CTSI) - IU Health Arnett Clinical Research - IU Health Arnett Cancer Care - IU Health Goshen Center for Cancer Care - IU Health Ball Memorial Cancer Center - IU Health Ball Memorial Hospital - IU Health Bloomington Hospital - Riley Hospital for Children at IU Health Methodist Research Institute ("MRI") The Biorepository at MRI, under IRB approval, collects human biological materials (blood, bone, tissue, urine) vital for medical research to provide the best way to study a variety of diseases and their potential treatments. Basic science researchers at MRI publish the results of their innovative grant-supported research in prestigious peer-reviewed journals. Their work has been recognized both nationally and internationally as they participate in system-wide collaborative efforts within IU Health as well as with the IU School of Medicine. 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 2015, 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. Examples of the types of programming and investment we make in community outreach areas include: Access to Healthcare One of the first steps to improved health outcomes is having access to healthcare resources. To show its commitment to providing affordable healthcare access, IU Health treats all patients regardless of their ability to pay. IU Health is also working to raise awareness and works to identify individuals within our communities that have barriers to care and connect these individuals with better access and consistency of healthcare resources to meet their needs. Some ways that these IU Health hospitals address Access to Healthcare include: - Public Assistance Enrollment - Veggies and Vaccines - Indiana University Student Outreach Clinic - Indianapolis Public Schools Student Athlete Physicals - Fishers Fire Department QR Code Magnet Program for Immediate Access to Patient Medical Records - Partnership for a Healthy Hamilton County Obesity Prevention To improve the lifestyle of Indiana residents, IU Health has utilized innovative and best practice methods to attack obesity in our communities. IU Health is working to improve access to nutritious foods and physical activity in low-income neighborhoods, in addition to providing traditional health education and public advocacy efforts. With these initiatives, IU Health strives to prevent chronic diseases such as obesity |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (34 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY SCHOOL OF MEDICINE | |||||||||
| 714 N SENATE AVE | INDIANAPOLIS | IN | 46202 | 356001673 | GOV'T ENTITY | $15,000,000 | N/A | N/A | RESEARCH/TRAINING |
| HEALTHNET INC | |||||||||
| 3401 RAYMOND ST | INDIANAPOLIS | IN | 46203 | 351579827 | 501(C)(3) | $1,037,158 | N/A | N/A | GENERAL SUPPORT |
| IN CONF OF THE UNITED METHODIST CHURCH | |||||||||
| 301 PENN PKWY | INDIANAPOLIS | IN | 46280 | 270264680 | 501(C)(3) | $500,000 | N/A | N/A | DISCIPLESHIP CENTER |
| METHODIST RESEARCH INSTITUTE INC | |||||||||
| 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 351007590 | 501(C)(3) | $494,578 | N/A | N/A | GENERAL SUPPORT |
| INDIANA HEALTH INFORMATION EXCHANGE INC | |||||||||
| 846 N SENATE AVE | INDIANAPOLIS | IN | 46202 | 364550324 | 501(C)(3) | $353,348 | N/A | N/A | GENERAL SUPPORT |
| UNITED WAY OF CENTRAL INDIANA INC | |||||||||
| PO BOX 88409 | INDIANAPOLIS | IN | 46208 | 351007590 | 501(C)(3) | $318,820 | N/A | N/A | GENERAL SUPPORT |
| METHODIST HEALTH FOUNDATION INC | |||||||||
| 1800 N CAPITOL AVE | INDIANAPOLIS | IN | 46202 | 356043086 | 501(C)(3) | $230,921 | N/A | N/A | GENERAL SUPPORT |
| INDIANA UNIVERSITY FOUNDATION | |||||||||
| 1110 W MICHIGAN ST | INDIANAPOLIS | IN | 46202 | 356018940 | 501(C)(3) | $130,000 | N/A | N/A | HEALTH/LAW SCHOOLS |
| PLAYWORKS EDUCATION ENERGIZED | |||||||||
| 380 WASHINGTON ST | OAKLAND | CA | 94607 | 943251867 | 501(C)(3) | $102,500 | N/A | N/A | PLAYWORKS INDIANA |
| ACTION FOR HEALTHY KIDS INC | |||||||||
| 600 W VAN BUREN | CHICAGO | IL | 60607 | 470902020 | 501(C)(3) | $83,500 | N/A | N/A | STRONG SCHOOLS |
| UNITED NEGRO COLLEGE FUND INC | |||||||||
| 3737 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | 131624241 | 501(C)(3) | $80,000 | N/A | N/A | SCHOLARSHIPS |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION | |||||||||
| 120 E WALNUT ST | INDIANAPOLIS | IN | 46204 | 311103966 | 501(C)(3) | $50,000 | N/A | N/A | IPS/PLAYWORKS |
| GLEANERS FOOD BANK OF INDIANA INC | |||||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | 351483868 | 501(C)(3) | $50,000 | N/A | N/A | GENERAL SUPPORT |
| MENTAL HEALTH ASSOCIATION IN INDIANA INC | |||||||||
| 1431 N DELAWARE ST | INDIANAPOLIS | IN | 46202 | 350896905 | 501(C)(3) | $45,469 | N/A | N/A | SUICIDE LINE |
| YOUNG MENS CHRISTIAN ASSOCIATION LAFAYETTE | |||||||||
| 19500 S 18TH ST | LAFAYETTE | IN | 47905 | 350868213 | 501(C)(3) | $39,460 | N/A | N/A | COUNSELING/ACCESS |
| SOCIAL HEALTH ASSOCIATION OF INDIANA INC | |||||||||
| 615 N ALABAMA ST | INDIANAPOLIS | IN | 46204 | 350869056 | 501(C)(3) | $38,100 | N/A | N/A | BULLYING PREVENTION |
| CICP FOUNDATION INC | |||||||||
| 111 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | 352065457 | 501(C)(3) | $35,000 | N/A | N/A | BIOCROSSROADS |
| 500 FESTIVAL INC | |||||||||
| 21 VIRGINIA AVE | INDIANAPOLIS | IN | 46204 | 351004320 | 501(C)(4) | $31,500 | N/A | N/A | GENERAL SUPPORT |
| FLANNER HOUSE OF INDIANAPOLIS INC | |||||||||
| 2424 DR MLK JR ST | INDIANAPOLIS | IN | 46208 | 350942628 | 501(C)(3) | $30,000 | N/A | N/A | QUALITY OF LIFE |
| INDIANA BLACK EXPO INC | |||||||||
| 3145 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | 351406245 | 501(C)(3) | $20,000 | N/A | N/A | HEALTH FOCUS |
| CENTER FOR LEADERSHIP DEVELOPMENT | |||||||||
| 2525 DR MLK JR ST | INDIANAPOLIS | IN | 46208 | 351389882 | 501(C)(3) | $17,500 | N/A | N/A | COLLEGE PREP./GEN. |
| INDIANAPOLIS PARKS FOUNDATION INC | |||||||||
| 615 N ALABAMA ST | INDIANAPOLIS | IN | 46204 | 351860468 | 501(C)(3) | $16,350 | N/A | N/A | CAMP/MOBILE FOOD |
| CROSSROADS COUNCIL BOYS SCOUTS OF AMERICA INC | |||||||||
| 7125 FALL CREEK RD | INDIANAPOLIS | IN | 46256 | 350867962 | 501(C)(3) | $15,500 | N/A | N/A | GENERAL SUPPORT |
| HORIZON HOUSE INC | |||||||||
| 1033 E WASH ST | INDIANAPOLIS | IN | 46202 | 351759503 | 501(C)(3) | $15,200 | N/A | N/A | WINTER READY PROG. |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||||
| 202 E MARKET ST | INDIANAPOLIS | IN | 46204 | 133030229 | 501(C)(3) | $15,000 | N/A | N/A | FOOD COUNCIL |
| INFORMATION AND REFERRAL NETWORK INC | |||||||||
| 3091 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | 311216792 | 501(C)(3) | $15,000 | N/A | N/A | STAFF TRAINING |
| STARFISH INC | |||||||||
| 6958 HILLSDALE CT | INDIANAPOLIS | IN | 46250 | 562442758 | 501(C)(3) | $15,000 | N/A | N/A | GENERAL SUPPORT |
| JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC | |||||||||
| 9449 PRIORITY WAY | INDIANAPOLIS | IN | 46240 | 351003695 | 501(C)(3) | $10,000 | N/A | N/A | CAREER SUCCESS |
| INDY HUNGER NETWORK INC | |||||||||
| 9080 DEWBERRY CT | INDIANAPOLIS | IN | 46260 | 454833492 | 501(C)(3) | $10,000 | N/A | N/A | NUTRITION EDUCATION |
| FREEWHEELIN' COMMUNITY BIKES INC | |||||||||
| 3355 N CENTRAL AVE | INDIANAPOLIS | IN | 46205 | 263748830 | 501(C)(3) | $10,000 | N/A | N/A | GENERAL SUPPORT |
| YMCA OF GREATER INDIANAPOLIS | |||||||||
| 615 N ALABAMA ST | INDIANAPOLIS | IN | 46204 | 350868211 | 501(C)(3) | $10,000 | N/A | N/A | HEALTH FOCUS |
| GENNESARET FREE CLINIC INC | |||||||||
| 615 N ALABAMA ST | INDIANAPOLIS | IN | 46204 | 351776518 | 501(C)(3) | $10,000 | N/A | N/A | HEALTH ACCESS |
| MENTAL HEALTH AMERICA OF TIPPECANOE COUNTY INC | |||||||||
| 914 SOUTH ST | LAFAYETTE | IN | 47901 | 383653969 | 501(C)(3) | $9,223 | N/A | N/A | SUICIDE PREVENTION |
| KINGSWAY COMMUNITY CARE CENTER | |||||||||
| 107 PARK PLACE BLVD | AVON | IN | 46123 | 830404310 | 501(C)(3) | $9,223 | N/A | N/A | HEALTH ACCESS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 33 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SEE PART IV | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $100,000 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 - Org.'s Proc. for Mon. the Use of Grant Funds | Although IU Health 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 III, Line 1 - Grants and Other Assistance to Individuals | The amount reported on Schedule I, Part III, Line 1 represents funds provided by IU Health to IU School of Medicine to support a management position. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL F EVANS JR | ||||||||||||||
| DIRECTOR/CEO | $1,180,633 | $0 | $399,186 | $0 | $1,873,504 | $0 | $26,786 | $0 | $13,903 | $0 | $3,494,012 | $0 | $1,575,000 | $0 |
| JAMES E LINGEMAN MD | ||||||||||||||
| DIRECTOR | $43,000 | $819,183 | $0 | $61,749 | $0 | $6,858 | $0 | $10,600 | $0 | $785 | $43,000 | $899,175 | $0 | $0 |
| RYAN C KITCHELL | ||||||||||||||
| TREASURER/EVP & CFO | $772,113 | $0 | $247,392 | $0 | $21,348 | $0 | $169,389 | $0 | $27,387 | $0 | $1,237,629 | $0 | $0 | $0 |
| MARY BETH CLAUS | ||||||||||||||
| SECRETARY/SVP & GENERAL COUNS. | $456,682 | $0 | $71,516 | $0 | $7,235 | $0 | $86,186 | $0 | $8,221 | $0 | $629,840 | $0 | $0 | $0 |
| DENNIS M MURPHY | ||||||||||||||
| PRESIDENT & COO | $1,068,468 | $0 | $327,200 | $0 | $24,000 | $0 | $408,100 | $0 | $23,177 | $0 | $1,850,945 | $0 | $0 | $0 |
| ERIC S WILLIAMS MD | ||||||||||||||
| EVP, ACADEMIC & MEDICAL AFF. | $232,680 | $127,390 | $0 | $24,494 | $0 | $4,458 | $0 | $0 | $0 | $152 | $232,680 | $156,494 | $0 | $0 |
| JONATHAN E GOTTLIEB MD | ||||||||||||||
| EVP & CME | $650,331 | $0 | $0 | $0 | $26,832 | $0 | $147,100 | $0 | $19,198 | $0 | $843,461 | $0 | $0 | $0 |
| MICHELLE A JANNEY RN | ||||||||||||||
| EVP & CNE | $385,399 | $0 | $201,456 | $0 | $22,000 | $0 | $89,640 | $0 | $5,077 | $0 | $703,572 | $0 | $0 | $0 |
| HERBERT C BUCHANAN JR | ||||||||||||||
| PRESIDENT (AHC ADULT) | $467,362 | $0 | $14,165 | $0 | $30,587 | $0 | $94,750 | $0 | $16,288 | $0 | $623,152 | $0 | $0 | $0 |
| JEFFREY L SPERRING MD | ||||||||||||||
| PRESIDENT (RH) (PARTIAL YR.) | $139,870 | $0 | $0 | $0 | $48,880 | $0 | $5,743 | $0 | $8,900 | $0 | $203,393 | $0 | $0 | $0 |
| PAUL R HAUT MD | ||||||||||||||
| INTERIM PRES./CMO (RILEY) | $0 | $248,164 | $0 | $52,420 | $0 | $1,164 | $0 | $6,601 | $0 | $0 | $0 | $308,349 | $0 | $0 |
| JONATHAN R GOBLE | ||||||||||||||
| PRESIDENT (SAXONY) | $472,004 | $0 | $84,386 | $0 | $8,253 | $0 | $93,623 | $0 | $23,691 | $0 | $681,957 | $0 | $0 | $0 |
| RONALD L STIVER | ||||||||||||||
| PRESIDENT, SYS. CLINICAL SVCS. | $461,223 | $0 | $108,482 | $0 | $2,448 | $0 | $90,628 | $0 | $20,683 | $0 | $683,464 | $0 | $0 | $0 |
| JONATHAN W CURTRIGHT MD | ||||||||||||||
| COO (AHC ADULT) | $308,626 | $0 | $16,651 | $0 | $810 | $0 | $10,600 | $0 | $22,306 | $0 | $358,993 | $0 | $0 | $0 |
| LINDA K CHASE RN | ||||||||||||||
| VP & CNO (AHC ADULT) | $293,519 | $0 | $12,415 | $0 | $2,281 | $0 | $10,549 | $0 | $17,148 | $0 | $335,912 | $0 | $0 | $0 |
| DAWN M MOORE-JEFFERSON | ||||||||||||||
| VP & CHIEF PHARMACY OFFICER | $246,670 | $0 | $10,355 | $0 | $520 | $0 | $10,295 | $0 | $14,480 | $0 | $282,320 | $0 | $0 | $0 |
| SHERIEE C LADD | ||||||||||||||
| SVP, HUMAN RESOURCES | $401,456 | $0 | $67,414 | $0 | $461,860 | $0 | $10,600 | $0 | $870 | $0 | $942,200 | $0 | $64,987 | $0 |
| MICHAEL E HALEY | ||||||||||||||
| PRESIDENT & CEO (BALL) | $516,190 | $0 | $148,735 | $0 | $113,510 | $0 | $10,600 | $0 | $26,239 | $0 | $815,274 | $0 | $0 | $0 |
| ALFONSO W GATMAITAN | ||||||||||||||
| PRESIDENT & CEO (ARNETT) | $447,428 | $0 | $130,462 | $0 | $7,880 | $0 | $86,531 | $0 | $24,444 | $0 | $696,745 | $0 | $0 | $0 |
| JAMES T PARKER | ||||||||||||||
| SVP, HEALTH PLANS | $408,257 | $0 | $143,228 | $0 | $7,240 | $0 | $78,376 | $0 | $29,343 | $0 | $666,444 | $0 | $0 | $0 |
| WILLIAM F MCCONNELL JR | ||||||||||||||
| SVP & CIO | $374,570 | $0 | $92,726 | $0 | $81,628 | $0 | $10,600 | $0 | $14,107 | $0 | $573,631 | $0 | $0 | $0 |
| KELLY L BRAVERMAN | ||||||||||||||
| FORMER INTERIM COO (UH) | $193,069 | $0 | $5,825 | $0 | $270 | $0 | $6,601 | $0 | $0 | $0 | $205,765 | $0 | $0 | $0 |
| RICHARD F GRAFFIS MD | ||||||||||||||
| FORMER EVP & CME | $0 | $240,974 | $0 | $15,251 | $0 | $11,124 | $0 | $10,526 | $0 | $21,162 | $0 | $299,037 | $0 | $0 |
| JOHN C KOHNE MD | ||||||||||||||
| FORMER INTERIM EVP & CME | $11,113 | $0 | $138,050 | $0 | $0 | $0 | $4,756 | $0 | $0 | $0 | $153,919 | $0 | $0 | $0 |
| JAMES G TERWILLIGER | ||||||||||||||
| FORMER PRESIDENT (MH/UH) | $0 | $0 | $0 | $0 | $275,547 | $0 | $0 | $0 | $5,868 | $0 | $281,415 | $0 | $0 | $0 |
| LINDA Q EVERETT RN | ||||||||||||||
| FORMER EVP & CNE | $41,181 | $0 | $108,196 | $0 | $55,023 | $0 | $1,684 | $0 | $2,318 | $0 | $208,402 | $0 | $0 | $0 |
| MARILYN L COX RN | ||||||||||||||
| FORMER SVP & CNO (RILEY) | $4,903 | $0 | $43,228 | $0 | $219,660 | $0 | $228,017 | $0 | $10,830 | $0 | $506,638 | $0 | $0 | $0 |
| RUSSELL D WILLIAMS | ||||||||||||||
| COO (RILEY) | $285,820 | $0 | $37,240 | $0 | $540 | $0 | $10,552 | $0 | $21,192 | $0 | $355,344 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Listed Benefits | First-class travel and personal services (security services) were provided to an officer and director listed in IU Healths Form 990, Part VII, Section A. The costs of the first-class travel and security services were not treated as taxable compensation because they were a business expense of IU Health rather than personal in nature. Temporary housing was provided to a key employee listed in IU Healths Form 990, Part VII, Section A. The cost of the arrangement was treated as taxable compensation. Personal services (executive physicals) were provided to two officers, a highest compensated employee, and two former key employees listed in IU Healths Form 990, Part VII, Section A. The executive physicals were not treated as taxable compensation. |
| Schedule J, Part I, Line 4a Severance Payments | James G. Terwilliger received severance of $275,379 from IU Health during 2015. This amount is included in column b (iii), other reportable compensation. Marilyn C. Cox received severance of $209,897 from IU Health during 2015. This amount is included in column b (iii), other reportable compensation. |
| Schedule J, Part I, Line 4b Supplemental Nonqualified Retirement Plan | Daniel F. Evans, Jr., Ryan C. Kitchell, Mary Beth Claus, Dennis M. Murphy, Jonathan E. Gottlieb, M.D., Michelle A. Janney, R.N., Herbert C. Buchanan, Jr., Jonathan R. Goble, Ronald L. Stiver, Sheriee C. Ladd, Michael E. Haley, Alfonso W. Gatmaitan, James T. Parker, William F. McConnell, Jr., and Linda Q. Everett, R.N. participate in a supplemental executive retirement plan, provisions of which are designed to retain these 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. The following executives have amounts included in column c, deferred compensation, representing the current year unvested contributions made under the supplemental executive retirement plan: - Ryan C. Kitchell - Mary Beth Claus - Dennis M. Murphy - Jonathan E. Gottlieb, M.D. - Michelle A. Janney, R.N. - Herbert C. Buchanan, Jr. - Jonathan R. Goble - Ronald L. Stiver - Alfonso W. Gatmaitan - James T. Parker No amounts were actually paid to these executives during the year. The following executives have amounts included in column b(iii), other reportable compensation, representing the current year vested amounts received under the supplemental executive retirement plan: - Daniel F. Evans, Jr. $235,552 - Sheriee C. Ladd $453,099 - Michael E. Haley $88,717 - William F. McConnell, Jr. $64,545 - Linda Q. Everett, R.N. $6,885 Sheriee C. Ladd also has $64,987 included in column F, compensation in column (B) reported as deferred on prior Form 990, representing prior year deferred amounts related to her supplemental executive retirement plan payout in 2015. Daniel F. Evans, Jr. has $1,575,000 included in column b(iii), other reportable compensation, representing the current year payment received under an additional retirement benefit arrangement. In 2008, IU Health's Personnel and Compensation Committee approved the lump sum payment of $1,575,000 to Daniel F. Evans, Jr., as President & CEO of IU Health, after reviewing the then-current compensation arrangement, including the then-current retirement benefit sources. This amount would be payable in a lump sum at the end of 2014 if he remained employed until the end of that year. If he were to voluntarily separate from employment or be involuntarily terminated with cause before the end of 2014, he would forfeit this benefit. If he were to die, become disabled or be involuntarily terminated without cause, he would receive this benefit in full. The specific amount was based on extensive analysis of the "replacement ratio" of all of the then-current sources of employer-provided retirement, with the intent to have this lump sum achieve a replacement rate that the Committee thought was appropriate for the length of service that he would have provided through 2014. This amount was always characterized in the analyses that the Committee reviewed as an "additional retirement benefit". The lump sum payment was paid to Daniel F. Evans, Jr. in 2015. Daniel F. Evans, Jr. also has $1,575,000 included in column F, compensation in column (B) reported as deferred on prior Form 990, representing the additional retirement benefit that was reported as deferred compensation on prior year Forms 990 and inadvertently reported in column (F) on the 2014 Form 990 along with his prior year supplemental nonqualified retirement plan unvested contributions of $3,857,189 that became vested in 2014. |
| 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 Committee on Personnel and Compensation and Board of Directors prior to any incentive payout. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING | ||||||||
| A | 351611409 | 45479RBL0 | 2006-09-14 | $387,109,760 | SERIES 2006B BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| B | 351602316 | 2013-11-26 | $18,783,695 | TAX-EXEMPT LEASE, 2010 | false | false | false | |
| INDIANA FINANCE AUTHORITY | ||||||||
| C | 351602316 | 45471AAD4 | 2011-04-19 | $228,195,000 | SERIES 2011A, B, C, D, AND E BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| D | 351602316 | 2014-08-25 | $138,110,000 | SERIES 2011H AND I BONDS | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $48,385,000 | $0 | $388,586,019 | $0 | $0 | $0 | $2,286,019 | $0 | $0 | $0 | $386,300,000 | $0 | 2006 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $18,783,695 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,783,695 | $0 | 2010 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $41,850,000 | $0 | $228,203,281 | $0 | $0 | $0 | $740,000 | $0 | $0 | $70,008,281 | $157,455,000 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $5,570,000 | $0 | $138,110,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $138,110,000 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0 | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0 | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||
| A | false | false | Yes (true) | false | false | false | Yes (true) | SEE PART VI | Yes (true) | false | Yes (true) |
| 0 | |||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||||
| C | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||||
| D | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Page 1a, Part I, Line A, Column (f) Description of Purpose | The Series 2006B Bonds were issued in order to refund the Series 1996B and C, 2000B and C, and 2003H and I Bonds. The Series 1996B and C, 2000B and C, and 2003H and I Bonds were issued on December 31, 1996, November 21, 2000, and August 12, 2003, respectively. |
| Schedule K, Page 1a, Part I, Line B, Column (f) Description of Purpose | The Tax-Exempt Lease, 2010, was modified and reissued on November 26, 2013. The original tax-exempt lease was entered into on April 9, 2010 and was used to provide funding for the purchase of critical care aircraft. |
| Schedule K, Page 1a, Part I, Line C, Column (f) Description of Purpose | The Series 2011A, B, C, D, and E Bonds were issued to provide funding for the new construction of buildings and structures and the purchase of equipment. Additionally, the Bonds were issued in order to refund the Series 2008A, C, and D Bonds and pay off a taxable line of credit that refunded the Series 2008B Bonds. The Series 2008A, B, C, and D Bonds were issued on September 11, 2008. |
| Schedule K, Page 1a, Part I, Line D, Column (f) Description of Purpose | The Series 2011H and I Bonds were issued in order to refund the Series 2005A, B, C, and D Bonds. The Series 2005A, B, C, and D Bonds were issued on November 15, 2005. On August 25, 2014, through the Indiana Finance Authority, IU Health reissued its Series 2011H and I bonds. The transaction was accounted for as a modification of debt. As part of the reissuance, the rate calculation methodology for each was amended resulting in a reduction to the rate applicable to each; the principal payment schedule was amended; and the bank purchase period was extended to November of 2017. As part of the reissuance, the Series 2011H and I Bonds were treated as being currently refunded on August 25, 2014. The original Series 2011H and I Bonds were issued on May 5, 2011. |
| Schedule K, Page 1a, Part II, Line 3 Total Proceeds of Issue | Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceeds: Column A Series 2006B Bonds: Issue Price: $387,109,760 Earnings: $1,476,259 Total Proceeds: $388,586,019 Column C Series 2011A,B,C,D,E Bonds: Issue Price: $228,195,000 Earnings: $8,281 Total Proceeds: $228,203,281 |
| Schedule K, Page 1b, Part I, Line A, Column (f) Description of Purpose | The Series 2011L and M Bonds were issued in order to provide funding for the new construction of buildings and structures and the purchase of equipment. |
| Schedule K, Page 1b, Part I, Line B, Column (f) Description of Purpose | The Series 2011N Bonds were issued in order to refund the Series 2011E bonds issued on April 19, 2011, refund the 2011F and G Bonds issued on May 5, 2011, and to pay off a portion of a taxable line of credit, which was used to provide funding for the new construction of buildings and structures and the purchase of equipment. Additionally, the Series 2011N Bonds were used to pay down a taxable line of credit used to purchase the Series 2006 Bonds of Indiana University Health Ball Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, which were issued on May 31, 2006; to refund the Series 2006 Bonds of Indiana University Health White Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, which were issued on October 26, 2006; and to refund the Series 1998B Bonds of Indiana University Health Bloomington Hospital, Inc., a related 501(c)(3) organization, which were issued on November 17, 1999. |
| Schedule K, Page 1b, Part I, Line C, Column (f) Description of Purpose | The Series 2014A Bonds were issued in order to advance refund the Series 2006 and Series 2009A Bonds of Indiana University Health Ball Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, and to pay certain expenses related to the issuance. The Series 2006 and Series 2009A Bonds were issued on May 31, 2006 and December 8, 2009, respectively. |
| Schedule K, Page 1b, Part I, Line D, Column (f) Description of Purpose | The Series 2015A Bonds were issued in order to refund the Series 2006A Bonds as well Taxable Bonds, Series 2011J and K. The Series 2006B Bonds were issued on January 24, 2006. The Series 2011J and K Bonds were issued on May 5, 2011. |
| Schedule K, Page 1b, Part II, Line 3 Total Proceeds of Issue | Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceeds: Column A Series 2011L and 2011M Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Column B Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068 |
| Schedule K, Page 1c, Part I, Line A, Column (f) Description of Purpose | The Series 2015B and C Bonds were issued in order to refund the Series 2006A Bonds. The Series 2006A Bonds were issued on January 24, 2006. |
| Schedule K, Page 2a, Part III, Lines 4, 5, and 6 P.B.U. Percentages | IU Health generally only finances a portion of each project with tax-exempt bonds. |
| Schedule K, Page 2b, Part III, Lines 4, 5, and 6 P.B.U. Percentages | IU Health generally only finances a portion of each project with tax-exempt bonds. |
| Schedule K, Page 3a, Part IV, Column A, Line 5 b & c Name/Term of GIC | GIC provided by Citigroup Financial Products, Inc. with a term of 0.3 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| INDIANA FINANCE AUTHORITY | ||||||||
| A | 351602316 | 2011-05-25 | $111,435,000 | SEIRES 2011L AND M BONDS | false | false | false | |
| INDIANA FINANCE AUTHORITY | ||||||||
| B | 351602316 | 2011-12-07 | $221,617,127 | SERIES 2011N BONDS | false | false | false | 45471AFX5 |
| INDIANA FINANCE AUTHORITY | ||||||||
| C | 351602316 | 2014-10-14 | $80,777,895 | SERIES 2014A BONDS | false | false | false | 45471ANR9 |
| INDIANA FINANCE AUTHORITY | ||||||||
| D | 351602316 | 2015-05-07 | $314,416,912 | SERIES 2015A BONDS | false | false | false | 45471ANY4 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $111,437,829 | $0 | $0 | $0 | $363,690 | $0 | $0 | $111,074,139 | $0 | $0 | 2012 | false | false | Yes (true) | Yes (true) |
| B | $54,920,000 | $0 | $221,624,068 | $0 | $0 | $0 | $2,148,553 | $0 | $0 | $24,728,315 | $194,747,200 | $0 | 2013 | Yes (true) | false | false | Yes (true) |
| C | $3,815,000 | $0 | $80,777,895 | $0 | $0 | $79,984,397 | $793,499 | $0 | $0 | $0 | $0 | $0 | 2014 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $0 | $0 | $314,416,912 | $0 | $0 | $0 | $2,122,523 | $0 | $0 | $0 | $312,294,389 | $0 | 2015 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0 | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0 | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) | |
| 0 | ||||||||||
| D | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 351602316 | BondIssuerEIN |
| Bond Issued | 2015-05-07 | BondIssuedDt |
| Issue Price | $193,675,000 | IssuePriceAmt |
| Purpose | SERIES 2015B AND C BONDS | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $193,675,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $171,759 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $193,503,241 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | Yes (true) | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (true) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (true) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (true) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE S GOODRICH RN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $51,868 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV, Columns (b) and (d) Relationships and Descriptions | FormAndLineReferenceDesc |
| Explanation | Jacqueline S. Goodrich, R.N., the daughter-in-law of David W. Goodrich, a member of IU Healths Board of Directors, served and was compensated as an employee of IU Health. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4b Name of Foreign Countries | In addition to the Cayman Islands, IU Health also has an interest in financial accounts in the following foreign countries: Canada Greece Hungary Indonesia Japan Mexico United Kingdom |
| Part VI, Section A, Line 2 Family or Business Relationships | Ryan C. Kitchell served as an Officer and on the Board of Directors of CHV Capital, Inc. ("CHV Capital"). Dennis M. Murphy, Jonathan E. Gottlieb, M.D., and Ronald L. Stiver also served on the Board of Directors of CHV Capital. No additional compensation was provided to these individuals for their service. Ryan C. Kitchell and James T. Parker served as Officers and on the Board of Directors of Indiana University Health Plans, Inc. ("IU Health Plans"). Dennis M. Murphy also served on the Board of Directors of IU Health Plans. No additional compensation was provided to these individuals for their service. Ryan C. Kitchell and James T. Parker served as Officers and on the Board of Directors of Indiana University Health Plans NFP, Inc. ("IU Health Plans NFP"). Dennis M. Murphy also served on the Board of Directors of IU Health Plans NFP. No additional compensation was provided to these individuals for their service. Ryan C. Kitchell, Dennis M. Murphy, Jonathan E. Gottlieb, M.D., and Michelle A. Janney, R.N. served on the Board of Directors of Indiana University Health ACO, Inc. No additional compensation was provided to these individuals for their service. Russell A. Williams served on the Board of Managers of ROC Surgery, LLC. Jeffrey R. Sperring, M.D. and Paul R. Haut, M.D. also served on the Board of Managers during different portions of the year. No additional compensation was provided to these individuals for their service. J. Scott Davison served as an Officer and on the Board of Directors of America United Mutual Insurance Holding Company. David W. Goodrich and Michael A. McRobbie also served on the Board of Directors of American United Mutual Insurance Holding Company. |
| Part VI, Section A, Line 4 Significant Changes to Gov. Doc. | As part of IU Health's succession plan for its top management official, the IU Health Board of Directors passed a resolution on August 27, 2015 in which the position of President & CEO would be temporarily split into two separate positions. Daniel F. Evans, Jr., the President & CEO, would continue to serve in the capacity as IU Health's CEO until his planned retirement in 2016. As CEO, Daniel F. Evans, Jr. would continue to exercise the ultimate authority and responsibility for the organization. Dennis M. Murphy, the EVP & COO, was named President and would serve as IU Health's President & COO until Daniel F. Evans, Jr.'s planned retirement in 2016, at which point he would be named President & CEO. |
| Part VI, Section A, Line 6, 7a and 7b Members or Stockholders | Line 6: There shall be two classes of members of the Corporation. One class, known as the University Class, shall consist of those persons serving from time to time as the Trustees of Indiana University. The other class, known as the Methodist Class, shall consist of the Members of the Methodist Health Group, Inc. Line 7a: Except as otherwise provided, the University Class shall have one vote (regardless of the number of persons in that class) on each matter submitted to a vote at an annual or special meeting of the members of the Corporation, and the Methodist Class shall have one vote (regardless of the number of persons in that class) on each matter submitted to a vote at an annual or special meeting of the members of the Corporation. With regard to the appointment of the Board of Directors of the Corporation, the directors, each of whom shall have one vote, will be selected as follows: (a) Eight (8) at-large directors shall be jointly elected by the affirmative vote of both member classes (the "At-Large Directors"). (b) Two (2) directors shall be appointed by the Methodist Class. (c) The President of Indiana University, the Dean of Indiana University School of Medicine (the "Dean"), and the Chair of the IU Board of Trustees or another IU Trustee designated by the Chair of the Board of Trustees, shall each be a standing director of the University Class, referred to collectively as "University Standing Directors". (d) The Bishop of the Indiana Area of the United Methodist Church (the "Bishop") shall be an ex officio director. If the Bishop determines that he/she is unable to serve as director for an upcoming year, the Bishop may name a designee to serve as a director by providing notification of such designee to the Corporation at or before the annual meeting of the Corporation. Directors named in (b) and (d) above are referred to collectively has "Methodist Standing Directors." (e) The President and Chief Executive Officer of the Corporation (the "President") shall be an ex officio director. No more than twenty percent (20%) of the directors shall be physicians who are providing professional services to the Corporation. Line 7b: Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the approval of the University Class prior to implementation: (a) Any sale, lease, transfer or other alienation of the Indiana University Hospitals real property, as defined in the Definitive Agreement, including any assignment of the University Hospital's lease by and between the Trustees of Indiana University and the Corporation, except as otherwise authorized by resolution or agreement of the Trustees of Indiana University. (b) Any proposal by the Corporation which conflicts with the following principle: the Corporation will continue to make all patients available for medical education unless otherwise requested by the patient or his/her family, as the major clinical teaching resource for the Indiana University School of Medicine. (c) Any change in the formula used to calculate the amount of support provided to the Indiana University School of Medicine, as referenced in the Articles of Incorporation. (d) Any proposed action regarding the operation of Indiana University Hospitals, including the James Whitcomb Riley Hospital for Children, which would conflict with or be contrary to the requirements set forth in the Trustees Resolutions. (e) Any sale or other alienation of all or substantially all of the assets or operations of the Corporation, and any merger, consolidation, change of voting control or other reorganization of the Corporation. (f) Amendment, alteration or repeal of the Articles of Incorporation (g) Any dissolution of the Corporation, except as otherwise required by law. (h) Any revision to, or modification or revocation of the Core Values. (i) Any transfer of the membership of either of the member classes. (j) Any amendment to the Definitive Agreement. Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the approval of the Methodist Class prior to implementation: (a) Any sale, lease, transfer or other alienation of the Methodist Hospital, Inc. ("MHI") Real Property, as defined in the Definitive Agreement, including any assignment of that certain MHI Lease by and between MHI and the Corporation, except as otherwise authorized by resolution or agreement of Methodist Health Group, Inc. (b) Any sale or other alienation of all or substantially all of the assets or operations of the Corporation, and any merger, consolidation, change of voting control, or other reorganization of the Corporation. (c) Amendment, alteration or repeal of the Articles of Incorporation. (d) Any dissolution of the Corporation, except as otherwise required by law. (e) Any revisions to, or modifications or revocation of the Core Values. (f) Any transfer of the membership of either of the member classes. (g) Any amendment to the Definitive Agreement. |
| Part VI, Section A, Line 11b Review of Form 990 | A thorough process was used by IU Health to review the Form 990 and related schedules prior to its filing. The Senior Vice President & Chief Financial Officer and Senior Vice President & General Counsel each reviewed and approved the Form 990 and related schedules. The Board of Directors Committee on Values, Ethics, Social Responsibility, and Pastoral Services reviewed and approved the following section of the Form 990: 1. Schedule H Hospitals The Board of Directors Committee on Personnel and Compensation reviewed and approved the following sections of the Form 990: 1. Part VI Governance, Management, and Disclosure 2. Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors 3. Schedule J Compensation Information 4. Schedule L Transactions with Interested Persons The Board of Directors Audit Committee was also provided with complete copy of the Form 990 and related schedules to review and approve. After the review and approval from the aforementioned individuals and committees, a complete copy of the Form 990 and related schedules was made available to each board member on a secure intranet site. Each member was also informed of the availability of the Tax Department to answer any questions. |
| Part VI, Section B, Line 12c Conflict of Interest Policy | 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 uses a thorough process to determine the compensation of its President and Chief Executive Officer, other officers, and key employees. The process includes the following: (1) The Board of Directors ("Board") has established a Committee on Personnel and Compensation ("Compensation Committee"), the purpose of which includes reviewing and making recommendations regarding executive compensation and benefits on an annual basis. The Compensation Committee is made up of members of the Board that are neither physicians nor employees and do not otherwise have a conflict of interest regarding any of IU Healths compensation arrangements. The Compensation Committee reviews an executives entire compensation package including base salary, short term and long term incentives, basic health and welfare benefits, qualified and nonqualified plans, as well as any additional fringe benefits. As deemed appropriate, the Committee on Finance, which is also made up of members of the Board, may also review executive compensation and benefits. (2) The Compensation Committee engages an independent compensation consulting firm on annual basis to conduct a compensation and benefits analysis for its executive group, which consists of employees at the level of senior vice president and above. The current compensation advisor is Hay Group. Hay Group performs its analysis in the form of a compensation and benefits survey ("survey") that includes relevant comparability data for 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. Hay Group then prepares a survey report and provides recommendations to the Compensation Committee, if deemed appropriate, on changes in executive compensation and benefits. A separate analysis using the same methodology is done for the President and Chief Executive Officer. (3) The Compensation Committee then reviews Hay Groups report and recommendations and, if appropriate, votes on whether to recommend any changes in executive compensation and benefits to the Board. The Compensation Committee will only recommend changes to the Board if they are consistent with its philosophy on compensation matters and are deemed reasonable based upon the independent analysis provided by Hay Group. The Compensation Committees review, discussion and vote are documented in the minutes for the meeting. There are no executives present during the final discussion and approval. (4) The Board then reviews the report prepared by Hay Group as well as the recommendations of the Compensation Committee as to any changes in executive compensation and benefits. As deemed appropriate, the Committee on Finance may also provide its review of the Compensation Committees recommendations on any changes in executive compensation and benefits. This review and discussion are documented in the minutes. (5) The Board then votes on whether to accept the Compensation Committees recommendations on any changes in executive compensation and benefits. Changes in executive compensation and benefits are only made if approved by the Compensation Committee and Board on an annual basis. The discussion and approval are documented in the minutes of the meeting. There are no executives present during the final discussion and approval. IU Healths General Counsel also prepares a formal written opinion reviewing the executive compensation and benefits approval process, comparing it to the Intermediate Sanctions Test of IRC Section 4958. If warranted, IU Healths General Counsel may also provide comments regarding the executive compensation and benefits approval process as it relates to meeting the requirements for a rebuttable presumption of reasonableness as provided in the Intermediate Sanctions Test. (6) After the end of each year, the Compensation 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 executives and the Board. These achievements may also be reviewed with the Committee on Finance. The Board, at its discretion, may approve bonus payments based upon the achievement of the goals and the compensation survey. The discussion and vote of the Compensation 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 Compensation Committee and Audit Committee also review Form 990 disclosures related to executive compensation and benefits as well as the organizations practices and approval processes prior to the filing of the Form 990 return with the Internal Revenue Service. |
| Part VI, Section C, Line 19 Public Disclosure | IU Healths Articles of Incorporation are available for public inspection through the Indiana Secretary of State's website. IU Health's conflict of interest procedures are disclosed on Form 990, Schedule O. IU Health's Consolidated Audited Financial Statements are available for public inspection through its bond filings and as an attachment to the Form 990. |
| Part XI, Line 9 Other Changes in Net Assets or Fund Balances | During 2015, IU Health recorded the following other changes in net assets or fund balances: Income/(Loss) Related 501(c)(3) Organizations: 13,029,383 Equity Transfer (Settlement of Debt): -174,606,169 Change in Pension Obligation: -2,871,835 Mark-to-Market on Interest Rate Swaps: -645,624 Equity Transfer (Transfer of Membership): 9,497,044 Transfer of Assets and Other: -244,033 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:XXX-XX-XXXX |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CCCG LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 203949966 | HEALTHCARE | IN | $0 | -$8,064 | IUH |
| CCSG LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 261921481 | HEALTHCARE | IN | $0 | -$984 | IUH |
| CLARIAN QUALITY PARTNERS LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 263603579 | HEALTHCARE | IN | $0 | $0 | IUH |
| CLARIAN SAXONY MEDICAL CENTER LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 262414219 | HEALTHCARE | IN | $0 | $0 | IUH |
| HEART PARTNERS OF INDIANA LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 201123537 | HEALTHCARE | IN | $33,594 | $255,113 | IUH |
| IU HEALTH MANAGEMENT LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 800141954 | MANAGEMENT | IN | $5,092,915 | $1 | IUH |
| IUH POPULATION HEALTH MANAGEMENT LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 463913461 | HEALTHCARE | IN | $22,135,928 | $10,597,617 | IUH |
| ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351348013 | HEALTHCARE | IN | $8,507,121 | $2,795,560 | IUH |
| SENATE HEALTH PLAN SOLUTIONS LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 273736054 | MANAGEMENT | IN | $3,718,209 | $4,897,634 | IUH |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (45 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Clarian Transplant Institute Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 134350599 | Healthcare | IN | 501(c)(3) | 9 | IUH | Yes (true) |
| Goshen Health System Inc | ||||||||||
| 200 High Park Ave | Goshen | IN | 46527 | 351974765 | Healthcare | IN | 501(c)(3) | 11 I | IUH | Yes (true) |
| Goshen Hospital Association Inc | ||||||||||
| 200 High Park Ave | Goshen | IN | 46527 | 356001540 | Healthcare | IN | 501(c)(3) | 3 | GHS | Yes (true) |
| HealthLINC Incorporated | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 263571507 | Healthcare | IN | 501(c)(3) | 9 | IUHB | Yes (true) |
| Indiana Health Info Exchange Inc | ||||||||||
| 846 N Senate Ave | Indianapolis | IN | 46202 | 364550324 | Healthcare | IN | 501(c)(3) | 11 I | NA | false |
| Indiana Radiology Partners Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 201017034 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Arnett Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 356079797 | Fundraising | IN | 501(c)(3) | 11 I | IUHA | Yes (true) |
| IU Health Arnett Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 263162145 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Ball Memorial Hospital Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 350867958 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Ball Memorial Physicians Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351925641 | Healthcare | IN | 501(c)(3) | 9 | IUHBMH | Yes (true) |
| IU Health Bedford Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 237042323 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Blackford Hospital Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 010646166 | Healthcare | IN | 501(c)(3) | 3 | IUHBMH | Yes (true) |
| IU Health Bloomington Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351720796 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health BMH Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 311111784 | Fundraising | IN | 501(c)(3) | 11 I | IUHBMH | Yes (true) |
| IU Health Care Associates Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351747218 | Healthcare | IN | 501(c)(3) | 9 | IUH | Yes (true) |
| IU Health Goshen Foundation Inc | ||||||||||
| 200 High Park Ave | Goshen | IN | 46527 | 462565300 | Fundraising | IN | 501(c)(3) | 11 I | GHS | Yes (true) |
| IUHLP Liquidation Inc | ||||||||||
| PO Box 250 | LaPorte | IN | 46352 | 351125434 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IUHLP-P Liquidation Inc | ||||||||||
| PO Box 250 | LaPorte | IN | 46352 | 311070868 | Healthcare | IN | 501(c)(3) | 3 | IUHLH | Yes (true) |
| IU Health Morgan Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 273533027 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health North Hospital Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351932442 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Paoli Hosp Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 310992486 | Fundraising | IN | 501(c)(3) | 9 | IUHP | Yes (true) |
| IU Health Paoli Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 352090919 | Healthcare | IN | 501(c)(3) | 3 | IUHB | Yes (true) |
| IU Health Plans NFP Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 463803873 | Insurance | IN | 501(c)(4) | N/A | IUH | Yes (true) |
| IU Health Tipton Hospital Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262772226 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health West Hospital Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351814660 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health White Mem Hosp Fndtn Inc | ||||||||||
| PO Box 952 | Monticello | IN | 47960 | 351671806 | Fundraising | IN | 501(c)(3) | 11 III-FI | IUHWMH | Yes (true) |
| IU Health White Memorial Hospital Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 273532963 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Medical Group Foundation Inc | ||||||||||
| 340 W 10th St No FS5100 | Indianapolis | IN | 46202 | 201093251 | Fundraising | IN | 501(c)(3) | 11 II | NA | false |
| LaPorte Hospital Foundation Inc | ||||||||||
| PO Box 250 | LaPorte | IN | 46352 | 310952775 | Fundraising | IN | 501(c)(3) | 11 I | NA | false |
| MDwise Marketplace Inc | ||||||||||
| 1200 Madison Ave | Indianapolis | IN | 46225 | 465270582 | Insurance | IN | 501(c)(4) | N/A | IUH | Yes (true) |
| MDwise Network Inc | ||||||||||
| 1200 Madison Ave | Indianapolis | IN | 46225 | 472619552 | Insurance | IN | 501(c)(4) | N/A | IUH | Yes (true) |
| Methodist Health Foundation Inc | ||||||||||
| 1800 N Capitol Ave | Indianapolis | IN | 46202 | 356043086 | Fundraising | IN | 501(c)(3) | 11 I | IUH | Yes (true) |
| Methodist Health Group Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 350876390 | Healthcare | IN | 501(c)(3) | 11 III-FI | NA | false |
| Methodist Medical Group Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351945384 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| Methodist Occup Health Centers Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351844176 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| Methodist Research Institute Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 352023710 | Healthcare | IN | 501(c)(3) | 11 I | IUH | Yes (true) |
| MH Healthcare Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351766531 | Healthcare | IN | 501(c)(3) | 3 | MMG | Yes (true) |
| Morgan Co Mem Hosp Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 352035162 | Fundraising | IN | 501(c)(3) | 11 II | IUHMH | Yes (true) |
| Morgan Co Mem Hosp Guild Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 310886844 | Fundraising | IN | 501(c)(3) | 11 III-FI | IUHMH | Yes (true) |
| Morgan Health Services Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351968564 | Healthcare | IN | 501(c)(3) | 3 | IUHMH | Yes (true) |
| Rehabilitation Hospital of Indiana Inc | ||||||||||
| 4141 Shore Dr | Indianapolis | IN | 46254 | 351786005 | Healthcare | IN | 501(c)(3) | 3 | MHH | Yes (true) |
| RHI Foundation Inc | ||||||||||
| 4141 Shore Dr | Indianapolis | IN | 46254 | 351932349 | Fundraising | IN | 501(c)(3) | 11 I | RHI | Yes (true) |
| The Cheer Guild of Riley Hos for Child | ||||||||||
| 705 Riley Hospital Dr | Indianapolis | IN | 46202 | 356018517 | Fundraising | IN | 501(c)(3) | 11 III-FI | NA | false |
| Tipton Co Health Care Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 311231905 | Fundraising | IN | 501(c)(3) | 11 I | IUHTH | Yes (true) |
| University Family Physicians Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 237427350 | Healthcare | IN | 501(c)(3) | 9 | IUHCA | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |||||||
| Bloomington Endo Center LLC | ||||||||||||||
| PO Box 550 | Bloomington | IN | 47402 | 352117943 | Healthcare | IN | NA | |||||||
| BOSC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454147343 | Healthcare | IN | IUH | RELATED | $1,953,862 | $8,865,633 | false | $0 | Yes (true) | 0.51000 |
| BSC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 452314634 | Healthcare | IN | IUH | RELATED | $21,731,335 | $54,312,887 | false | $0 | Yes (true) | 0.51000 |
| CHV Fund I LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262523206 | Venture Capital | IN | IUH | EXCLUDED | -$813,208 | $18,216,856 | false | $0 | false | 1.00000 |
| 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 | IUH | EXCLUDED | -$1,885 | $4,487,661 | false | $0 | false | 1.00000 |
| CHV Fund Management LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262523151 | Venture Capital | IN | NA | |||||||
| Clarian Health Network LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 352055030 | Healthcare | IN | NA | |||||||
| Eagle High Surg Center LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 352259204 | Healthcare | IN | NA | |||||||
| EHSC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454147879 | Healthcare | IN | IUH | RELATED | $4,373,378 | $3,889,306 | false | $0 | Yes (true) | 0.51000 |
| EWASC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 473087761 | Healthcare | IN | IUH | RELATED | -$109,052 | $251,576 | false | $0 | Yes (true) | 0.51000 |
| Health Venture Management LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 205740218 | Management | IN | IUH | UNRELATED | $1,518,620 | $3,423,038 | false | $1,120,592 | false | 0.99000 |
| IEC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454148032 | Healthcare | IN | IUH | RELATED | $3,271,216 | $3,594,061 | false | $0 | Yes (true) | 0.51000 |
| Indiana Endoscopy Centers LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 208398421 | Healthcare | IN | NA | |||||||
| IUH EWA Surgery Ctr LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 473102482 | Healthcare | IN | NA | |||||||
| IUH Saxony Surgery Ctr LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 275271091 | Healthcare | IN | NA | |||||||
| 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 | IUH | RELATED | $1,822,638 | $5,522,746 | false | $0 | Yes (true) | 0.51000 |
| Senate St Surgery Center LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 421709357 | Healthcare | IN | NA | |||||||
| SSC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 464472887 | Healthcare | IN | IUH | RELATED | $603,841 | $3,067,949 | false | $0 | Yes (true) | 0.51000 |
| SSSC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454148167 | Healthcare | IN | IUH | RELATED | $3,131,550 | $7,859,863 | false | $0 | Yes (true) | 0.51000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BMH Medical Pavilion Association Inc | |||||||||||||||||
| 2525 W University Ave | Muncie | IN | 47303 | 351858408 | Condo Management | IN | NA | C | Yes (true) | ||||||||
| Cardinal Health Ventures Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351611424 | Management | IN | NA | C | Yes (true) | ||||||||
| CHV Capital Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 260752507 | Venture Capital | IN | IUH | C | Yes (true) | $205,147 | $399,818 | 1.00000 | |||||
| IU Health 457(B) Plan | |||||||||||||||||
| 1100 N Market St | Wilmington | DE | 19890 | 476948347 | Investments | IN | IUH | T | Yes (true) | $0 | $0 | 1.00000 | |||||
| IU Health ACO Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454421020 | Healthcare | IN | IUH | C | Yes (true) | $0 | $0 | 1.00000 | |||||
| IU Health Board Designated Trust | |||||||||||||||||
| 400 Howard St | San Francisco | CA | 94105 | 306309021 | Investments | IN | IUH | T | Yes (true) | $15,556,658 | $312,538,893 | 1.00000 | |||||
| IU Health NTGI S&P500 Fund CF | |||||||||||||||||
| PO Box 804358 | Chicago | IL | 60680 | 306298263 | Investments | IN | IUH | T | Yes (true) | $16,288,744 | $363,010,456 | 1.00000 | |||||
| IU Health Plans Holding Company Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 463794815 | Insurance | IN | IUH | C | Yes (true) | $128,446,218 | $30,285,599 | 1.00000 | |||||
| IU Health Plans NFP Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 463803873 | Insurance | IN | NA | C | Yes (true) | ||||||||
| IU Health Plans Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262127080 | HMO | IN | IUH | C | Yes (true) | $28,055,151 | $22,990,233 | 1.00000 | |||||
| IU Health Risk Purchasing Group Inc | |||||||||||||||||
| 151 Meeting St Ste 301 | Charleston | SC | 29401 | 260202446 | Insurance | IN | IUH | C | Yes (true) | $0 | $0 | 1.00000 | |||||
| IU Health Risk Retention Group Inc | |||||||||||||||||
| 151 Meeting St Ste 301 | Charleston | SC | 29401 | 201107674 | Insurance | SC | IUH | C | Yes (true) | $0 | $0 | 1.00000 | |||||
| IU Health Southern IN Physicians Inc | |||||||||||||||||
| PO Box 1149 | Bloomington | IN | 47402 | 351913875 | Healthcare | IN | IUH | C | Yes (true) | $5,420,090 | $1,169,619 | 0.07692 | |||||
| IUH Assurance SPC Ltd | |||||||||||||||||
| 980395429 | Insurance | IUH | C | Yes (true) | $0 | $0 | 1.00000 | PO BOX 69 94 SOLARIS AVE | CAMANA BAY | GRAND CAYMAN | CJ | CJ | |||||
| Occ-Health Revenue Systems Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 203308057 | Work Comp PPO | IN | NA | C | Yes (true) | ||||||||
| Parkmor Drug Inc | |||||||||||||||||
| 1501 S Main St | Goshen | IN | 46526 | 131394980 | Pharmacy Sales | IN | NA | C | Yes (true) | ||||||||
| PILR Inc | |||||||||||||||||
| 200 High Park Ave | Goshen | IN | 46526 | 204294750 | Development | IN | NA | C | Yes (true) | ||||||||
| Proteuo Fund LP | |||||||||||||||||
| 981075227 | Investments | IUH | C | Yes (true) | $10,385,058 | $194,668,970 | 1.00000 | PO BOX 31106 89 NEXUS WAY | CAMANA BAY | GRAND CAYMAN | CJ | CJ | |||||
| Radiation Oncology Resources Inc | |||||||||||||||||
| 200 High Park Ave | Goshen | IN | 46526 | 262008424 | Healthcare | IN | NA | C | Yes (true) | ||||||||
| SCANS Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 453080392 | Healthcare | IN | NA | C | Yes (true) | ||||||||
| Univ Hlth (Shanghai) Mgt Con Co Ltd | |||||||||||||||||
| Management | NA | C | Yes (true) | 88 CENTURY AVE | SHANGHAI | CH | CH | ||||||||||
| University Health Management Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 272891143 | Management | IN | NA | C | Yes (true) | ||||||||
| University Health Mgmt (China) Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 273891311 | Management | IN | NA | C | Yes (true) | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (93 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IU HEALTH ARNETT INC | ||
| A | $12,463,804 | FMV |
| IU HEALTH BEDFORD INC | ||
| A | $34,565 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| A | $2,874,328 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| A | $1,388,681 | FMV |
| GOSHEN HOSPITAL ASSOCIATION INC | ||
| A | $1,162,514 | FMV |
| IU HEALTH PLANS INC | ||
| A | $172,065 | FMV |
| IUHLP Liquidation Inc | ||
| A | $21,414 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| A | $14,336,024 | FMV |
| REHABILITATION HOSPITAL OF INDIANA INC | ||
| A | $381 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| A | $859,932 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| A | $6,090,673 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||
| A | $1,141,305 | FMV |
| METHODIST RESEARCH INSTITUTE INC | ||
| B | $494,578 | FMV |
| EWASC HOLDINGS LLC | ||
| B | $336,600 | FMV |
| IU HEALTH PLANS HOLDING COMPANY INC | ||
| B | $39,500,000 | FMV |
| METHODIST HEALTH FOUNDATION INC | ||
| B | $230,921 | FMV |
| INDIANA RADIOLOGY PARTNERS INC | ||
| B | $704,959 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| B | $173,694,338 | FMV |
| UNIVERSITY FAMILY PHYSICIANS INC | ||
| B | $206,872 | FMV |
| METHODIST HEALTH FOUNDATION INC | ||
| C | $6,920,559 | FMV |
| IU HEALTH ARNETT INC | ||
| J | $294,011 | FMV |
| BELTWAY SURGERY CENTERS LLC | ||
| J | $725,791 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| J | $68,644 | FMV |
| EAGLE HIGHLANDS SURGERY CENTER LLC | ||
| J | $75,000 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| J | $4,579,701 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| J | $1,790,628 | FMV |
| ROC SURGERY LLC | ||
| J | $816,168 | FMV |
| IU HEALTH SOUTHERN INDIANA PHYSICIANS INC | ||
| J | $315,737 | FMV |
| SENATE STREET SURGERY CENTER LLC | ||
| J | $87,000 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| J | $410,039 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| K | $281,387 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| K | $284,511 | FMV |
| IU HEALTH ARNETT INC | ||
| L | $40,605,434 | FMV |
| IU HEALTH BEDFORD INC | ||
| L | $7,880,080 | FMV |
| IU HEALTH BLACKFORD INC | ||
| L | $1,119,091 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| L | $33,521,782 | FMV |
| IU HEALTH BALL MEMORIAL PHYSICIANS INC | ||
| L | $1,672,771 | FMV |
| BALL OUTPATIENT SURGERY CENTER LLC | ||
| L | $792,661 | FMV |
| BELTWAY SURGERY CENTER LLC | ||
| L | $4,115,785 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| L | $45,659,667 | FMV |
| CLARIAN TRANSPLANT INSTITUTE INC | ||
| L | $136,239 | FMV |
| EAGLE HIGHLANDS SURGERY CENTER LLC | ||
| L | $1,221,104 | FMV |
| GOSHEN HOSPITAL ASSOCIATION INC | ||
| L | $793,706 | FMV |
| INDIANA UNIVERSITY HEALTH PLANS INC | ||
| L | $344,432 | FMV |
| INDIANA ENDOSCOPY CENTERS LLC | ||
| L | $710,860 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| L | $30,146,944 | FMV |
| IUHLP Liquidation Inc | ||
| L | $1,740,704 | FMV |
| MDWISE NETWORK INC | ||
| L | $2,482,287 | FMV |
| IU HEALTH MORGAN INC | ||
| L | $1,436,996 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| L | $23,389,179 | FMV |
| IU HEALTH PAOLI INC | ||
| L | $3,821,170 | FMV |
| ROC SURGERY LLC | ||
| L | $1,175,076 | FMV |
| IU HEALTH SAXONY SURGERY CENTER LLC | ||
| L | $455,079 | FMV |
| SENATE STREET SURGERY CENTER LLC | ||
| L | $1,434,195 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| L | $5,663,367 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| L | $18,277,298 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||
| L | $2,966,157 | FMV |
| IU HEALTH ARNETT INC | ||
| M | $883,028 | FMV |
| IU HEALTH BALL MEMORIAL PHYSICIAN INC | ||
| M | $71,608 | FMV |
| CHV FUND I LLC | ||
| M | $500,000 | FMV |
| CHV FUND II LLC | ||
| L | $295,019 | FMV |
| CLARIAN TRANSPLANT INSTITUTE INC | ||
| M | $3,430,716 | FMV |
| HEALTHLINC INC | ||
| M | $74,850 | FMV |
| HEALTH VENTURE MANAGEMENT LLC | ||
| M | $3,698,396 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| M | $78,309,930 | FMV |
| METHODIST OCCUPATIONAL HEALTH CENTERS INC | ||
| M | $1,403,621 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| M | $523,270 | FMV |
| IU HEALTH SOUTHERN INDIANA PHYSICIANS INC | ||
| M | $436,087 | FMV |
| IU HEALTH ARNETT INC | ||
| O | $1,310,266 | FMV |
| IU HEALTH BEDFORD INC | ||
| O | $1,259,696 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| O | $1,527,730 | FMV |
| BELTWAY SURGERY CENTERS LLC | ||
| O | $294,915 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| O | $678,225 | FMV |
| IUH ASSURANCE SPC LTD | ||
| O | $506,250 | FMV |
| EAGLE HIGHLANDS SURGERY CENTER LLC | ||
| O | $121,749 | FMV |
| IU HEALTH PLANS INC | ||
| O | $122,208 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| O | $13,954,905 | FMV |
| IUHLP Liquidation Inc | ||
| O | $51,200 | FMV |
| IU HEALTH MORGAN INC | ||
| O | $259,259 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| O | $2,563,647 | FMV |
| IU HEALTH PAOLI INC | ||
| O | $90,698 | FMV |
| ROC SURGERY LLC | ||
| O | $122,067 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| O | $461,042 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| O | $618,053 | FMV |
| IUH ASSURANCE SPC LTD | ||
| R | $5,780,173 | FMV |
| IU HEALTH RISK RETENTION GROUP INC | ||
| R | $8,059,792 | FMV |
| BOSC HOLDINGS LLC | ||
| S | $2,184,840 | FMV |
| BSC HOLDINGS LLC | ||
| S | $14,194,968 | FMV |
| EHSC HOLDINGS LLC | ||
| S | $3,763,647 | FMV |
| IEC HOLDINGS LLC | ||
| S | $3,220,688 | FMV |
| ROCS HOLDINGS LLC | ||
| S | $1,618,740 | FMV |
| SSC HOLDINGS LLC | ||
| S | $781,786 | FMV |
| SSSC HOLDINGS LLC | ||
| S | $3,369,476 | FMV |
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