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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-15T10:27:33-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 4000AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351955872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA UNIVERSITY HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BROC L BUDDEInCareOfNm
Business Name ControlINDIBusinessNameControlTxt
Phone3179624575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN STREET SUITE 800AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER M ALVEYPersonNm
Person TitleSVP & CFOPersonTitleTxt
Phone3179624575PhoneNum
Signature2016-11-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER D RHODERICKPreparerPersonNm
PTINP00395735PTIN
Phone3176817000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDENNIS M MURPHYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN ST STE 800AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,854,883,991GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://IUHEALTH.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionImprove the health of our patients and community through innovation and excellence in care, education, research and service.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee18028TotalEmployeeCnt
Total Volunteers1300TotalVolunteersCnt
Total Gross UBI$29,256,103TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,454,203NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$16,590,559PYContributionsGrantsAmt
CY Contributions Grants$21,061,823CYContributionsGrantsAmt
PY Program Service Revenue$2,921,228,378PYProgramServiceRevenueAmt
CY Program Service Revenue$3,100,204,590CYProgramServiceRevenueAmt
PY Investment Income$92,003,496PYInvestmentIncomeAmt
CY Investment Income$45,366,472CYInvestmentIncomeAmt
PY Other Revenue$35,232,190PYOtherRevenueAmt
CY Other Revenue$47,474,027CYOtherRevenueAmt
PY Total Revenue$3,065,054,623PYTotalRevenueAmt
CY Total Revenue$3,214,106,912CYTotalRevenueAmt
PY Grants And Similar Paid$26,602,082PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$18,991,549CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$915,443,840PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,018,305,004CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,581,685,116PYOtherExpensesAmt
CY Other Expenses$1,686,907,031CYOtherExpensesAmt
PY Total Expenses$2,523,731,038PYTotalExpensesAmt
CY Total Expenses$2,724,203,584CYTotalExpensesAmt
PY Revenues Less Expenses$541,323,585PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$489,903,328CYRevenuesLessExpensesAmt
Total Assets BOY$5,936,254,384TotalAssetsBOYAmt
Total Assets EOY$6,419,380,634TotalAssetsEOYAmt
Total Liabilities BOY$3,068,800,066TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,272,287,312TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,867,454,318NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,147,093,322NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionImprove the health of our patients and community through innovation and excellence in care, education, research and service.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,108,338,785ExpenseAmt
Grant$18,991,549GrantAmt
Revenue$3,140,578,210RevenueAmt
DescIndiana 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$2,108,338,785TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document678IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee18028EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBROC L BUDDEPersonNm
Phone3179624575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN ST STE 800AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ANNE NOBLES
CHAIRMAN6.00.0Yes (X)Yes (X)$45,000$0$0
RANDALL L TOBIAS
ELECTED VICE-CHAIR (PART. YR.)6.00.0Yes (X)Yes (X)$35,125$0$0
JAY L HESS MD
EX-OFFICIO VICE-CHAIR6.00.0Yes (X)Yes (X)$37,750$0$0
DANIEL F EVANS JR
DIRECTOR/CEO61.00.0Yes (X)Yes (X)$3,453,323$0$40,689
HON SARAH EVANS BARKER
DIRECTOR6.00.0Yes (X)$0$0$0
BISHOP MICHAEL J COYNER
DIRECTOR6.00.0Yes (X)$0$0$0
J SCOTT DAVISON
DIRECTOR6.00.0Yes (X)$34,000$0$0
THOMAS V EASTERDAY
DIRECTOR6.05.0Yes (X)$14,250$4,500$0
CHARLES E GOLDEN
DIRECTOR6.00.0Yes (X)$47,500$0$0
DAVID W GOODRICH
DIRECTOR6.00.0Yes (X)$45,000$0$0
KYLE L GRAZIER
DIRECTOR6.00.0Yes (X)$45,250$0$0
JAMES E LINGEMAN MD
DIRECTOR6.055.0Yes (X)$43,000$887,790$11,385
ANGELA BARRON MCBRIDE
DIRECTOR6.00.0Yes (X)$38,125$0$0
MICHAEL A MCROBBIE
DIRECTOR6.00.0Yes (X)$23,500$0$0
GENE E ROBBINS
DIRECTOR (PARTIAL YR.)6.00.0Yes (X)$16,000$0$0
ZACHARY B SCOTT
DIRECTOR (PARTIAL YR.)6.00.0Yes (X)$0$0$0
RYAN C KITCHELL
TREASURER/EVP & CFO55.00.0Yes (X)$1,040,853$0$196,776
MARY BETH CLAUS
SECRETARY/SVP & GENERAL COUNS.55.00.0Yes (X)$535,433$0$94,407
DENNIS M MURPHY
PRESIDENT & COO55.00.0$1,419,668$0$431,277Yes (X)
ERIC S WILLIAMS MD
EVP, ACADEMIC & MEDICAL AFF.25.025.0$232,680$156,342$152Yes (X)
JONATHAN E GOTTLIEB MD
EVP & CME55.00.0$677,163$0$166,298Yes (X)
MICHELLE A JANNEY RN
EVP & CNE55.00.0$608,855$0$94,717Yes (X)
HERBERT C BUCHANAN JR
PRESIDENT (AHC ADULT)55.00.0$512,114$0$111,038Yes (X)
JEFFREY L SPERRING MD
PRESIDENT (RH) (PARTIAL YR.)55.00.0$188,750$0$14,643Yes (X)
PAUL R HAUT MD
INTERIM PRES./CMO (RILEY)0.055.0$0$301,748$6,601Yes (X)
JONATHAN R GOBLE
PRESIDENT (SAXONY)55.00.0$564,643$0$117,314Yes (X)
RONALD L STIVER
PRESIDENT, SYS. CLINICAL SVCS.55.00.0$572,153$0$111,311Yes (X)
JONATHAN W CURTRIGHT MD
COO (AHC ADULT)55.00.0$326,087$0$32,906Yes (X)
LINDA K CHASE RN
VP & CNO (AHC ADULT)55.00.0$308,215$0$27,697Yes (X)
DAWN M MOORE-JEFFERSON
VP & CHIEF PHARMACY OFFICER55.00.0$257,545$0$24,775Yes (X)
SHERIEE C LADD
SVP, HUMAN RESOURCES55.00.0$930,730$0$11,470Yes (X)
MICHAEL E HALEY
PRESIDENT & CEO (BALL)55.00.0$778,435$0$36,839Yes (X)
ALFONSO W GATMAITAN
PRESIDENT & CEO (ARNETT)55.00.0$585,770$0$110,975Yes (X)
JAMES T PARKER
SVP, HEALTH PLANS55.00.0$558,725$0$107,719Yes (X)
WILLIAM F MCCONNELL JR
SVP & CIO55.00.0$548,924$0$24,707Yes (X)
KELLY L BRAVERMAN
FORMER INTERIM COO (UH)55.00.0$199,164$0$6,601Yes (X)
RICHARD F GRAFFIS MD
FORMER EVP & CME0.055.0$0$267,349$31,688Yes (X)
JOHN C KOHNE MD
FORMER INTERIM EVP & CME1.00.0$149,163$0$4,756Yes (X)
JAMES G TERWILLIGER
FORMER PRESIDENT (MH/UH)0.00.0$275,547$0$5,868Yes (X)
LINDA Q EVERETT RN
FORMER EVP & CNE0.00.0$204,400$0$4,002Yes (X)
MARILYN L COX RN
FORMER SVP & CNO (RILEY)0.00.0$267,791$0$238,847Yes (X)
RUSSELL D WILLIAMS
COO (RILEY)55.00.0$323,600$0$31,744Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$15,944,231TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,617,729TotReportableCompRltdOrgAmt
Total Other Compensation$2,097,202TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1332IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
IU HEALTH CARE ASSOCIATES INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204MEDICAL$91,654,555
EVOLENT HEALTH LLC
800 N GLEBE RD STE 500ARLINGTONVA22203POPULATION HEALTH$31,440,087
CERNER CORPORATION
2800 ROCKCREEK PKWYKANSAS CITYMO64117HEALTH IT SOLUTIONS$16,682,428
HY CONNECT
142 E ONTARIO ST STE 13CHICAGOIL60611ADVERTISING$11,800,796
MEDEFIS
10826 OLD MILL RD STE 101OMAHANE68154TEMPORARY STAFFING$11,509,716
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K257CntrctRcvdGreaterThan100KCnt
Related Organizations$6,490,263RelatedOrganizationsAmt
Government Grants$5,960,831GovernmentGrantsAmt
All Other Contributions$8,610,729AllOtherContributionsAmt
Total Contributions$21,061,823TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
NET PATIENT SERVICE REVENUE621110$1,775,647,870$1,775,647,870$0$0
REFERENCE LABORATORY621500$722,470,547$718,158,197$4,312,350
MEMBER PREMIUM REVENUE541900$257,682,755$257,682,755
SHARED SERVICES900099$241,663,853$233,870,804$7,793,049
PHARMACY446110$61,211,139$48,740,885$12,470,254

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,528,426TotalRevenueColumnAmt
Related Or Exempt Func Income$40,711,102RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$817,324UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,100,204,590TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$68,509,125TotalRevenueColumnAmt
Related Or Exempt Func Income$40,373,620RelatedOrExemptFuncIncomeAmt
Exclusion$28,135,505ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$15,133,150RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$11,729,761RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$3,403,389RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,403,389TotalRevenueColumnAmt
Unrelated Business Revenue$172,065UnrelatedBusinessRevenueAmt
Exclusion$3,231,324ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$604,805,944SecuritiesAmt
Other$1,098,721OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$627,081,194SecuritiesAmt
Other$1,966,124OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$22,275,250SecuritiesAmt
Other-$867,403OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$23,142,653TotalRevenueColumnAmt
Exclusion-$23,142,653ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFETERIA/FOOD SERVICE721110$6,489,302$6,489,302
PARKING812930$1,832,038$1,832,038
EDUCATION900099$1,350,079$1,350,079

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,399,219TotalRevenueColumnAmt
Unrelated Business Revenue$3,691,061UnrelatedBusinessRevenueAmt
Exclusion$30,708,158ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$44,070,638OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,214,106,912TotalRevenueColumnAmt
Related Or Exempt Func Income$3,115,185,233RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$29,256,103UnrelatedBusinessRevenueAmt
Exclusion$48,603,753ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$18,891,549TotalAmt
Program Services$18,891,549ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$100,000TotalAmt
Program Services$100,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$12,585,830TotalAmt
Program Services$8,864,116ProgramServicesAmt
Management And General$3,721,714ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,763,351TotalAmt
Program Services$1,241,916ProgramServicesAmt
Management And General$521,435ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$846,610,120TotalAmt
Program Services$596,261,862ProgramServicesAmt
Management And General$250,348,258ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$39,961,664TotalAmt
Program Services$28,144,733ProgramServicesAmt
Management And General$11,816,931ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$59,715,708TotalAmt
Program Services$42,057,375ProgramServicesAmt
Management And General$17,658,333ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$57,668,331TotalAmt
Program Services$40,615,421ProgramServicesAmt
Management And General$17,052,910ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$633,056TotalAmt
Management And General$633,056ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,254,096TotalAmt
Management And General$3,254,096ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,761,160TotalAmt
Management And General$1,761,160ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$528,376TotalAmt
Management And General$528,376ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,573,700TotalAmt
Management And General$5,573,700ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$286,661,882TotalAmt
Program Services$172,839,256ProgramServicesAmt
Management And General$113,822,626ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$20,342,310TotalAmt
Program Services$2,804,962ProgramServicesAmt
Management And General$17,537,348ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$28,999,597TotalAmt
Program Services$7,829,243ProgramServicesAmt
Management And General$21,170,354ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$74,761,140TotalAmt
Program Services$12,011,120ProgramServicesAmt
Management And General$62,750,020ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$89,052,083TotalAmt
Program Services$71,082,952ProgramServicesAmt
Management And General$17,969,131ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,000,909TotalAmt
Program Services$1,232,856ProgramServicesAmt
Management And General$1,768,053ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$128,651TotalAmt
Program Services$55,464ProgramServicesAmt
Management And General$73,187ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$50,746,721TotalAmt
Program Services$43,512,586ProgramServicesAmt
Management And General$7,234,135ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$149,030,986TotalAmt
Program Services$129,905,303ProgramServicesAmt
Management And General$19,125,683ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,762,765TotalAmt
Program Services$1,665,008ProgramServicesAmt
Management And General$15,097,757ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement 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

FieldValueIRS element (for citing)
Total$127,708,133TotalAmt
Program Services$102,230,784ProgramServicesAmt
Management And General$25,477,349ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,724,203,584TotalAmt
Program Services$2,108,338,785ProgramServicesAmt
Management And General$615,864,799ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$179,068BOYAmt
EOY$180,641EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$412,112,022BOYAmt
EOY$310,288,126EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,195,726BOYAmt
EOY$2,652,297EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$359,768,250BOYAmt
EOY$430,626,936EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$761,241,420BOYAmt
EOY$726,153,159EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$40,738,340BOYAmt
EOY$47,161,368EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$36,198,402BOYAmt
EOY$36,138,901EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,603,152,481LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,022,763,340LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,634,834,679BOYAmt
EOY$1,580,389,141EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,530,214,004BOYAmt
EOY$1,771,982,108EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$902,498,488BOYAmt
EOY$1,207,032,830EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$238,455,335BOYAmt
EOY$281,822,836EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$9,588,389BOYAmt
EOY$8,839,628EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,230,261BOYAmt
EOY$16,112,663EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,936,254,384BOYAmt
EOY$6,419,380,634EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$365,810,200BOYAmt
EOY$372,318,667EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$29,563,196BOYAmt
EOY$27,950,296EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,381,749,440BOYAmt
EOY$1,523,988,855EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$288,382,014BOYAmt
EOY$121,719,834EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,003,295,216BOYAmt
EOY$1,226,309,660EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,068,800,066BOYAmt
EOY$3,272,287,312EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,862,566,037BOYAmt
EOY$3,142,205,041EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,888,281BOYAmt
EOY$4,888,281EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,867,454,318BOYAmt
EOY$3,147,093,322EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,936,254,384BOYAmt
EOY$6,419,380,634EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$489,903,328ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$54,423,090NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$155,841,234OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$458,721DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$69,655OtherActivitiesAmt
Total Lobbying Expenditures$528,376TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Lines 1b and g - Paid staff and direct contactDuring 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 ActivitiesSeveral 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

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,888,281BeginningYearBalanceAmt
End Year Balance$4,888,281EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,890,781BeginningYearBalanceAmt
Grants Or Scholarships$2,500GrantsOrScholarshipsAmt
End Year Balance$4,888,281EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,893,581BeginningYearBalanceAmt
Grants Or Scholarships$2,800GrantsOrScholarshipsAmt
End Year Balance$4,890,781EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,896,581BeginningYearBalanceAmt
Grants Or Scholarships$3,000GrantsOrScholarshipsAmt
End Year Balance$4,893,581EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,186,440BeginningYearBalanceAmt
Grants Or Scholarships$289,859GrantsOrScholarshipsAmt
End Year Balance$4,896,581EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$140,620,954OtherCostOrOtherBasisAmt
Book Value$140,620,954BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,954,123,149OtherCostOrOtherBasisAmt
Depreciation$882,582,619DepreciationAmt
Book Value$1,071,540,530BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,233,483OtherCostOrOtherBasisAmt
Depreciation$2,011,628DepreciationAmt
Book Value$2,221,855BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,340,800,286OtherCostOrOtherBasisAmt
Depreciation$1,100,889,356DepreciationAmt
Book Value$239,910,930BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$163,374,609OtherCostOrOtherBasisAmt
Depreciation$37,279,737DepreciationAmt
Book Value$126,094,872BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,580,389,141TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$1,207,032,830BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,207,032,830TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$1,226,309,660TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 - Intended Uses of Org.'s Endowment FundsPermanently 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) FootnoteIU 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)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestmentsN/A$1,212,305,544
Europe (Including Iceland and Greenland)InvestmentsN/A$11,962,150
East Asia and the PacificInvestmentsN/A$879,072
North AmericaInvestmentsN/A$640,747
Central America and the CaribbeanUnrelated Trade or BusinessN/A$3,691,061
Central America and the CaribbeanProgram ServicesSELF-INSURANCE$5,780,173
Central America and the CaribbeanConduct board meetingsN/A$9,796
FieldValueIRS element (for citing)
Subtotal Spent$1,235,268,543SubtotalSpentAmt
Total Spent$1,235,268,543TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 - Activities per RegionFormAndLineReferenceDesc
ExplanationThe 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

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Persons Served35864PersonsServedCnt
Total Community Benefit Expns$78,221,100TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$78,221,100NetCommunityBenefitExpnsAmt
Total Expense0.02860TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Persons Served121493PersonsServedCnt
Total Community Benefit Expns$699,539,609TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$519,672,230DirectOffsettingRevenueAmt
Net Community Benefit Expns$179,867,379NetCommunityBenefitExpnsAmt
Total Expense0.06580TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Persons Served157357PersonsServedCnt
Total Community Benefit Expns$777,760,709TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$519,672,230DirectOffsettingRevenueAmt
Net Community Benefit Expns$258,088,479NetCommunityBenefitExpnsAmt
Total Expense0.09440TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs28ActivitiesOrProgramsCnt
Persons Served109287PersonsServedCnt
Total Community Benefit Expns$27,674,194TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,400DirectOffsettingRevenueAmt
Net Community Benefit Expns$27,672,794NetCommunityBenefitExpnsAmt
Total Expense0.01010TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs9ActivitiesOrProgramsCnt
Persons Served11659PersonsServedCnt
Total Community Benefit Expns$77,117,964TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$14,931,307DirectOffsettingRevenueAmt
Net Community Benefit Expns$62,186,657NetCommunityBenefitExpnsAmt
Total Expense0.02280TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs8ActivitiesOrProgramsCnt
Persons Served6128PersonsServedCnt
Total Community Benefit Expns$7,934,256TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,934,256NetCommunityBenefitExpnsAmt
Total Expense0.00290TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Persons Served32PersonsServedCnt
Total Community Benefit Expns$28,243,566TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$28,243,566NetCommunityBenefitExpnsAmt
Total Expense0.01030TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs12ActivitiesOrProgramsCnt
Persons Served43516PersonsServedCnt
Total Community Benefit Expns$13,122,934TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$13,122,934NetCommunityBenefitExpnsAmt
Total Expense0.00480TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs59ActivitiesOrProgramsCnt
Persons Served170622PersonsServedCnt
Total Community Benefit Expns$154,092,914TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$14,932,707DirectOffsettingRevenueAmt
Net Community Benefit Expns$139,160,207NetCommunityBenefitExpnsAmt
Total Expense0.05090TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs59ActivitiesOrProgramsCnt
Persons Served327979PersonsServedCnt
Total Community Benefit Expns$931,853,623TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$534,604,937DirectOffsettingRevenueAmt
Net Community Benefit Expns$397,248,686NetCommunityBenefitExpnsAmt
Total Expense0.14530TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Persons Served8080PersonsServedCnt
Total Community Benefit Expns$970,872TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$970,872NetCommunityBenefitExpnsAmt
Total Expense0.04000TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Persons Served8080PersonsServedCnt
Total Community Benefit Expns$970,872TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$970,872NetCommunityBenefitExpnsAmt
Total Expense0.04000TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Bad Debt Expense$9,856,199BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$414,253,529ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$420,179,179CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$5,925,650MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (7 entries)

Primary ActivitiesPrimaryActivitiesTxtOrg Profit Or OwnershipOrgProfitOrOwnershipPctOfcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPctPhysicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
SEE PART VI
AMBULATORY SURGERY CENTER0.255690.00.74431
SEE PART VI
AMBULATORY SURGERY CENTER0.257520.00.74248
SEE PART VI
AMBULATORY SURGERY CENTER0.259050.00.74095
SEE PART VI
AMBULATORY SURGERY CENTER0.26010.00.7399
SEE PART VI
AMBULATORY SURGERY CENTER0.289630.00.71037
SEE PART VI
AMBULATORY SURGERY CENTER0.303040.00.69696
SEE PART VI
AMBULATORY SURGERY CENTER0.274030.00.72597
FieldValueIRS element (for citing)
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA UNIVERSITY HEALTH INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11701 N SENATE BLVDAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd
FieldValueIRS element (for citing)
Website AddressHTTP://IUHEALTH.ORG/WebsiteAddressTxt
State License15-005051-1StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Childrens HospitalYes (X)ChildrensHospitalInd
Teaching HospitalYes (X)TeachingHospitalInd
Research FacilityYes (X)ResearchFacilityInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd
OtherSEE PART V, SECTION C FOR ADDITIONAL INFORMATIONOtherDesc
Facility Reporting Group1FacilityReportingGroupCd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1INDIANA UNIVERSITY HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Information GapsYes (X)InformationGapsInd
CHNA Conducted15CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (true)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE PART V, SECTION COwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt15ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLSEE PART V, SECTION CStrategyWebsiteURLTxt
Strategy AttachedfalseStrategyAttachedInd
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Other CriteriaYes (X)OtherCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSEE PART V, SECTION CFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE PART V, SECTION CFAPAppAvailableOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
FAP Notice DisplayedYes (X)FAPNoticeDisplayedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
FAP Notified Upon AdmissionYes (X)FAPNotifiedUponAdmissionInd
FAP Notified Before DischargeYes (X)FAPNotifiedBeforeDischargeInd
FAP Notified All PatientsYes (X)FAPNotifiedAllPatientsInd
Documented Elig DeterminationYes (X)DocumentedEligDeterminationInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Other Method UsedYes (X)OtherMethodUsedInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section A, Line 1 Name, Address, and WebsiteIU 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 CommunityIU 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 WebsiteCopies 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 WebsiteCopies 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 NeedsIU 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 FPGIn 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 CriteriaIU 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 WebsiteA 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 WebsiteA 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 PublicizeIU 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 ChargesIU 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.
FieldValueIRS element (for citing)
Facility95FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (95 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
BALL OUTPATIENT SURGERY CENTER
2525 W UNIVERSITY AVE STE 200MUNCIEIN47303AMBULATORY SURGERY
BELTWAY SURGERY CENTER
151 PENNSYLVANIA PKWYINDIANAPOLISIN46280AMBULATORY SURGERY
BELTWAY SURGERY CENTER SPRING MILL
200 W 103RD ST STE 2400INDIANAPOLISIN46290AMBULATORY SURGERY
EAGLE HIGHLANDS SURGERY CENTER
6850 PARKDALE PLINDIANAPOLISIN46254AMBULATORY SURGERY
GLEN LEHMAN ENDOSCOPY SUITE
550 N UNIVERSITY BLVD STE 4100INDIANAPOLISIN46202AMBULATORY SURGERY
INDIANA ENDOSCOPY CENTERS
10967 ALLISONVILLE RD STE 100FISHERSIN46038AMBULATORY SURGERY
INDIANA ENDOSCOPY CENTERS
1115 N RONALD REAGAN PKWY STE 3AVONIN46123AMBULATORY SURGERY
INDIANA ENDOSCOPY CENTERS
1801 N SENATE BLVD STE 710INDIANAPOLISIN46202AMBULATORY SURGERY
INDIANA HTS BELTWAY SURGERY CENTER
8501 HARCOURT RDINDIANAPOLISIN46260AMBULATORY SURGERY
MERIDIAN SOUTH SURGERY CENTER
8830 S MERIDIAN STINDIANAPOLISIN46217AMBULATORY SURGERY
RILEY OUTPATIENT SURGERY CENTER
702 BARNHILL DR STE 0201INDIANAPOLISIN46202AMBULATORY SURGERY
SAXONY SURGERY CENTER
13100 E 136TH ST STE 1100FISHERSIN46037AMBULATORY SURGERY
SENATE STREET SURGERY CENTER
1801 N SENATE BLVDINDIANAPOLISIN46202AMBULATORY SURGERY
CARDIO TESTING AT IU HEALTH METHODIST
1801 N SENATE BLVD STE 3100INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
CHARIS CENTER
6640 INTECH BLVD STE 195INDIANAPOLISIN46278DIAGNOSTIC AND OTHER OUTPATIENT
INDIANA CANCER PAVILION
535 N BARNHILL DRINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH ADULT DIALYSIS CENTER
2140 N CAPITOL STINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH ARNETT HOSPITAL LAB
5165 MCCARTY LNLAFAYETTEIN47905DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH BALL MEMORIAL HOSPITAL LAB
2401 UNIVERSITY AVEMUNCIEIN46037DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH BLACKFORD HOSPITAL LAB
410 PILGRIM BLVDHARTFORD CITYIN47348DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH BLOOMINGTON HOSPITAL LAB
601 W 2ND STBLOOMINGTONIN47402DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH BRAIN TUMOR CLINIC
355 W 16TH ST STE 5400INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH BROWNSBURG
1375 N GREEN ST STE 200BROWNSBURGIN46112DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH CANCER CENTERS - SPRING MILL
200 W 103RD STINDIANAPOLISIN46290DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH CICC EAST
6845 RAMA DRINDIANAPOLISIN46219DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH CICC NORTH
10202 LANTERN RDFISHERSIN46038DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH CICC CARMEL
11725 ILLINOIS ST STE 565CARMELIN46032DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH CICC METHODIST
1701 N SENATE BLVD C6INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH CICC WEST
1111 N RONALD REAGAN PKWYAVONIN46123DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH HOME DIALYSIS
8802 N MERIDIAN ST STE 150INDIANAPOLISIN46260DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH LAPORTE HOSPITAL LAB
1007 LINCOLNWAYLAPORTEIN46350DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH MEDICAL DIAGNOSTIC CENTER
550 N UNIVERSITY BLVDINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH MELVIN & BREN SIMON CANCER CTR
1030 W MICHIGAN STINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST HOSPITAL OUTPT SVC
1701 N SENATE BLVD AG053INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST LIFECARE PROGRAM
1633 N CAPITAL AVE STE 300INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST MEDICAL PLAZA
151 PENNSYLVANIA PKWYINDIANAPOLISIN46280DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST MEDICAL PLAZA
6850 PARKDALE PLINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST MEDICAL PLAZA EAST
9660 E WASHINGTON STINDIANAPOLISIN46229DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST MEDICAL PLAZA SOUTH
8830 S MERIDIAN STINDIANAPOLISIN46217DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST PROFESSIONAL CENTER
1801 N SENATE BLVDINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH MOORESVILLE
820 SAMUEL MOORE PKWYMOORESVILLEIN46158DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH NEUROSCIENCE CENTER
355 W 16TH STINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH NEUROSCIENCE CTR NEUROPHYS
355 W 16TH ST STE 2100INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH NORTH HOSPITAL LAB
11700 N MICHIGAN STCARMELIN46032DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH OPTHALMOLOGY CENTER
1160 W MICHIGAN AVEINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH ORTHO RADIOLOGY AND REHAB
1801 N SENATE AVE STE 510INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH PAOLI HOSPITAL LAB
642 W HOSPITAL RDPAOLIIN47454DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH PATHOLOGY LAB
350 W 11TH STINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH RADIOLOGY AT GEORGETOWN
4880 CENTURY PLAZA RD STE 155INDIANAPOLISIN46254DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH RADIOLOGY AT MOORESVILLE
820 SAMUEL MOORE PKWYMOORESVILLEIN46158DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH RENAL SERVICES
550 N UNIVERSITY BLVD RM 1115INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH SAXONY HOSPITAL LAB
13000 E 136TH STFISHERSIN46037DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH SAXONY HOSPITAL OR
13100 E 136TH ST STE 2100FISHERSIN46037DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH SAXONY HOSPITAL SLEEP LAB
13100 E 136TH STFISHERSIN46037DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH SLEEP DISORDERS CENTER
1411 W COUNTY LINE RD STE CGREENWOODIN46142DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH SLEEP DISORDERS CENTER
714 N SENATE AVEINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH TIPTON HOSPITAL LAB
1000 S MAIN STTIPTONIN46072DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH TRANSPLANT
1701 N SENATE BLVDINDIANAPOLISIN46206DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH UNIV HOSP ADULT OUTP CENTER
550 UNIVERSITY BLVD RM 4175INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH WEST HOSPITAL LAB
1111 RONALD REAGAN PKWYAVONIN46123DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH WHITE MEMORIAL HOSPITAL LAB
720 S 6TH STMONTICELLOIN47960DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH SAXONY HOSPITAL CARDIAC REHAB
13100 E 136TH STFISHERSIN46037DIAGNOSTIC AND OTHER OUTPATIENT
METHODIST MEDICAL PLAZA GEORGETOWN
4880 W CENTURY PLAZA RDINDIANAPOLISIN46254DIAGNOSTIC AND OTHER OUTPATIENT
METHODIST MEDICAL PLAZA GLENDALE
2620 KESSLER BLVD E DRINDIANAPOLISIN46220DIAGNOSTIC AND OTHER OUTPATIENT
METHODIST MEDICAL TOWER
1633 N CAPITAL AVEINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
NEUROREHABILITATION AND ROBOTICS
355 W 16TH ST STE 1078INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
NEUROSCIENCE RADIOLOGY
355 W 16TH ST STE 0400INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
PULMONARY REHABILITATION
1633 N CAPITAL AVE STE 103INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
RILEY REHABILITATION SERVICES
705 RILEY HOSPITAL DRINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
RILEY REHABILITATION SERVICES (EAST)
9650 E WASHINGTON ST STE 250INDIANAPOLISIN46229DIAGNOSTIC AND OTHER OUTPATIENT
RILEY HOSPITAL HEMATOLOGYONCOLOGY
11725 ILLINOIS ST STE 01BD003-B6CARMELIN46032DIAGNOSTIC AND OTHER OUTPATIENT
RILEY HOSPITAL RENAL SERVICES
705 RILEY HOSPITAL DR ROC STE 12INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
SPRING MILL OFFICE BUILDING LABORATORY
200 W 103RD STINDIANAPOLISIN46290DIAGNOSTIC AND OTHER OUTPATIENT
THE SIMULATION CENTER AT FAIRBANKS HALL
340 W 10TH ST STE 4100INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH ADVANCED THERAPIES PHARMACY
355 W 16TH ST STE 1600INDIANAPOLISIN46202PHARMACY
METHODIST RETAIL PHARMACY
1801 N SENATE BLVD STE 105INDIANAPOLISIN46202PHARMACY
NORTH RETAIL PHARMACY
11700 N MERIDIAN ST STE B106CARMELIN46032PHARMACY
RILEY RETAIL PHARMACY
705 RILEY HOSPITAL DR ROC 1201INDIANAPOLISIN46202PHARMACY
SAXONY RETAIL PHARMACY
13100 E 136TH ST STE 1000FISHERSIN46037PHARMACY
UNIVERSITY RETAIL PHARMACY
550 N UNIVERSITY BLVDINDIANAPOLISIN46202PHARMACY
WEST RETAIL PHARMACY
1111 N RONALD REAGAN PKWYAVONIN46123PHARMACY
IU HEALTH ARNETT HOME CARE
3900 MCCARTY LN STE 103LAFAYETTEIN47905HOME HEALTH
IU HEALTH ARNETT SLEEP APNEA EDUC CTR
3900 MCCARTY LN STE 102LAFAYETTEIN47905HOME HEALTH
IU HEALTH BALL MEMORIAL HOME CARE
2300 W GILBERT STMUNCIEIN47303HOME HEALTH
IU HEALTH BEDFORD SLEEP APNEA EDUC CTR
1502 CLINIC DRBEDFORDIN47421HOME HEALTH
IU HEALTH HOME CARE
950 N MERIDIAN ST STE 700INDIANAPOLISIN46204HOME HEALTH
IU HEALTH SLEEP APNEA EDUCATION CENTER
1411 W COUNTY LINE RD STE CGREENWOODIN46142HOME HEALTH
IU HEALTH SLEEP APNEA EDUCATION CENTER
714 N SENATE AVE STE 110INDIANAPOLISIN46202HOME HEALTH
IU HEALTH TIPTON HOME CARE
202 S WEST STTIPTONIN46072HOME HEALTH
SLEEP APNEA EDUCATION CENTER AT SAXONY
13100 E 136TH ST STE 3200BFISHERSIN46037HOME HEALTH
SLEEP APNEA EDUCATION CENTER AT WEST
1115 N RONALD REAGAN PKWY STE 3AVONIN46123HOME HEALTH
IU HEALTH BALL MEMORIAL HOSPICE
2401 W UNIVERSITY BLVDMUNCIEIN47303HOSPICE
IU HEALTH HOSPICE
1828 N ILLINOIS STINDIANAPOLISIN46202HOSPICE
IU HEALTH HOSPICE
950 N MERIDIAN ST STE 700INDIANAPOLISIN46204HOSPICE
IU HEALTH MORGAN
2209 JOHN R WOODEN DRMARTINSVILLEIN46151DIAGNOSTIC AND OTHER OUTPATIENT

Supplemental Information Detail SupplementalInformationDetail (21 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part IV, Line 1(a) Name of EntityBeltway Surgery Centers, LLC
Schedule H, Part IV, Line 2(a) Name of EntityEagle Highlands Surgery Center, LLC
Schedule H, Part IV, Line 3(a) Name of EntitySenate Street Surgery Center, LLC
Schedule H, Part IV, Line 4(a) Name of EntityIndiana Endoscopy Centers, LLC
Schedule H, Part IV, Line 5(a) Name of EntityROC Surgery, LLC
Schedule H, Part IV, Line 6(a) Name of EntityIndiana University Health Saxony Surgery Center, LLC
Schedule H, Part IV, Line 7(a) Name of EntityBall 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 ExpenseSchedule 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 ExpenseThe 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 ServicesIU Health does not include any costs associated with physician clinics as subsidized health services.
Schedule H, Part II - Promotion of Health in Communities ServedIU 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 MethodologyThe 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 ExpenseThe 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 PolicyIU 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 AssessmentCommunities 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 InformationIU 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 HealthA 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 SystemIU 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (34 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
INDIANA UNIVERSITY SCHOOL OF MEDICINE
714 N SENATE AVEINDIANAPOLISIN46202356001673GOV'T ENTITY$15,000,000N/AN/ARESEARCH/TRAINING
HEALTHNET INC
3401 RAYMOND STINDIANAPOLISIN46203351579827501(C)(3)$1,037,158N/AN/AGENERAL SUPPORT
IN CONF OF THE UNITED METHODIST CHURCH
301 PENN PKWYINDIANAPOLISIN46280270264680501(C)(3)$500,000N/AN/ADISCIPLESHIP CENTER
METHODIST RESEARCH INSTITUTE INC
950 N MERIDIAN STINDIANAPOLISIN46204351007590501(C)(3)$494,578N/AN/AGENERAL SUPPORT
INDIANA HEALTH INFORMATION EXCHANGE INC
846 N SENATE AVEINDIANAPOLISIN46202364550324501(C)(3)$353,348N/AN/AGENERAL SUPPORT
UNITED WAY OF CENTRAL INDIANA INC
PO BOX 88409INDIANAPOLISIN46208351007590501(C)(3)$318,820N/AN/AGENERAL SUPPORT
METHODIST HEALTH FOUNDATION INC
1800 N CAPITOL AVEINDIANAPOLISIN46202356043086501(C)(3)$230,921N/AN/AGENERAL SUPPORT
INDIANA UNIVERSITY FOUNDATION
1110 W MICHIGAN STINDIANAPOLISIN46202356018940501(C)(3)$130,000N/AN/AHEALTH/LAW SCHOOLS
PLAYWORKS EDUCATION ENERGIZED
380 WASHINGTON STOAKLANDCA94607943251867501(C)(3)$102,500N/AN/APLAYWORKS INDIANA
ACTION FOR HEALTHY KIDS INC
600 W VAN BURENCHICAGOIL60607470902020501(C)(3)$83,500N/AN/ASTRONG SCHOOLS
UNITED NEGRO COLLEGE FUND INC
3737 N MERIDIAN STINDIANAPOLISIN46208131624241501(C)(3)$80,000N/AN/ASCHOLARSHIPS
INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION
120 E WALNUT STINDIANAPOLISIN46204311103966501(C)(3)$50,000N/AN/AIPS/PLAYWORKS
GLEANERS FOOD BANK OF INDIANA INC
3737 WALDEMERE AVEINDIANAPOLISIN46241351483868501(C)(3)$50,000N/AN/AGENERAL SUPPORT
MENTAL HEALTH ASSOCIATION IN INDIANA INC
1431 N DELAWARE STINDIANAPOLISIN46202350896905501(C)(3)$45,469N/AN/ASUICIDE LINE
YOUNG MENS CHRISTIAN ASSOCIATION LAFAYETTE
19500 S 18TH STLAFAYETTEIN47905350868213501(C)(3)$39,460N/AN/ACOUNSELING/ACCESS
SOCIAL HEALTH ASSOCIATION OF INDIANA INC
615 N ALABAMA STINDIANAPOLISIN46204350869056501(C)(3)$38,100N/AN/ABULLYING PREVENTION
CICP FOUNDATION INC
111 MONUMENT CIRCLEINDIANAPOLISIN46204352065457501(C)(3)$35,000N/AN/ABIOCROSSROADS
500 FESTIVAL INC
21 VIRGINIA AVEINDIANAPOLISIN46204351004320501(C)(4)$31,500N/AN/AGENERAL SUPPORT
FLANNER HOUSE OF INDIANAPOLIS INC
2424 DR MLK JR STINDIANAPOLISIN46208350942628501(C)(3)$30,000N/AN/AQUALITY OF LIFE
INDIANA BLACK EXPO INC
3145 N MERIDIAN STINDIANAPOLISIN46208351406245501(C)(3)$20,000N/AN/AHEALTH FOCUS
CENTER FOR LEADERSHIP DEVELOPMENT
2525 DR MLK JR STINDIANAPOLISIN46208351389882501(C)(3)$17,500N/AN/ACOLLEGE PREP./GEN.
INDIANAPOLIS PARKS FOUNDATION INC
615 N ALABAMA STINDIANAPOLISIN46204351860468501(C)(3)$16,350N/AN/ACAMP/MOBILE FOOD
CROSSROADS COUNCIL BOYS SCOUTS OF AMERICA INC
7125 FALL CREEK RDINDIANAPOLISIN46256350867962501(C)(3)$15,500N/AN/AGENERAL SUPPORT
HORIZON HOUSE INC
1033 E WASH STINDIANAPOLISIN46202351759503501(C)(3)$15,200N/AN/AWINTER READY PROG.
LOCAL INITIATIVES SUPPORT CORPORATION
202 E MARKET STINDIANAPOLISIN46204133030229501(C)(3)$15,000N/AN/AFOOD COUNCIL
INFORMATION AND REFERRAL NETWORK INC
3091 N MERIDIAN STINDIANAPOLISIN46208311216792501(C)(3)$15,000N/AN/ASTAFF TRAINING
STARFISH INC
6958 HILLSDALE CTINDIANAPOLISIN46250562442758501(C)(3)$15,000N/AN/AGENERAL SUPPORT
JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC
9449 PRIORITY WAYINDIANAPOLISIN46240351003695501(C)(3)$10,000N/AN/ACAREER SUCCESS
INDY HUNGER NETWORK INC
9080 DEWBERRY CTINDIANAPOLISIN46260454833492501(C)(3)$10,000N/AN/ANUTRITION EDUCATION
FREEWHEELIN' COMMUNITY BIKES INC
3355 N CENTRAL AVEINDIANAPOLISIN46205263748830501(C)(3)$10,000N/AN/AGENERAL SUPPORT
YMCA OF GREATER INDIANAPOLIS
615 N ALABAMA STINDIANAPOLISIN46204350868211501(C)(3)$10,000N/AN/AHEALTH FOCUS
GENNESARET FREE CLINIC INC
615 N ALABAMA STINDIANAPOLISIN46204351776518501(C)(3)$10,000N/AN/AHEALTH ACCESS
MENTAL HEALTH AMERICA OF TIPPECANOE COUNTY INC
914 SOUTH STLAFAYETTEIN47901383653969501(C)(3)$9,223N/AN/ASUICIDE PREVENTION
KINGSWAY COMMUNITY CARE CENTER
107 PARK PLACE BLVDAVONIN46123830404310501(C)(3)$9,223N/AN/AHEALTH ACCESS
FieldValueIRS element (for citing)
Total501c3 Org33Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSEE PART IVGrantTypeTxt
Recipient1RecipientCnt
Cash Grant$100,000CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2 - Org.'s Proc. for Mon. the Use of Grant FundsAlthough 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 IndividualsThe 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Listed BenefitsFirst-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 PaymentsJames 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 PlanDaniel 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 PaymentsAmounts 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
A35161140945479RBL02006-09-14$387,109,760SERIES 2006B BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
B3516023162013-11-26$18,783,695TAX-EXEMPT LEASE, 2010falsefalsefalse
INDIANA FINANCE AUTHORITY
C35160231645471AAD42011-04-19$228,195,000SERIES 2011A, B, C, D, AND E BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
D3516023162014-08-25$138,110,000SERIES 2011H AND I BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$48,385,000$0$388,586,019$0$0$0$2,286,019$0$0$0$386,300,000$02006Yes (true)falseYes (true)Yes (true)
B$0$0$18,783,695$0$0$0$0$0$0$0$18,783,695$02010Yes (true)falseYes (true)Yes (true)
C$41,850,000$0$228,203,281$0$0$0$740,000$0$0$70,008,281$157,455,000$02012Yes (true)falseYes (true)Yes (true)
D$5,570,000$0$138,110,000$0$0$0$0$0$0$0$138,110,000$02014Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalseYes (true)falsefalsefalseYes (true)SEE PART VIYes (true)falseYes (true)
0
BfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
CfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)
0
DfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Page 1a, Part I, Line A, Column (f) Description of PurposeThe 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 PurposeThe 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 PurposeThe 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 PurposeThe 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 IssueTotal 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 PurposeThe 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 PurposeThe 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 PurposeThe 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 PurposeThe 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 IssueTotal 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 PurposeThe 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. PercentagesIU 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. PercentagesIU 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 GICGIC provided by Citigroup Financial Products, Inc. with a term of 0.3

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
INDIANA FINANCE AUTHORITY
A3516023162011-05-25$111,435,000SEIRES 2011L AND M BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
B3516023162011-12-07$221,617,127SERIES 2011N BONDSfalsefalsefalse45471AFX5
INDIANA FINANCE AUTHORITY
C3516023162014-10-14$80,777,895SERIES 2014A BONDSfalsefalsefalse45471ANR9
INDIANA FINANCE AUTHORITY
D3516023162015-05-07$314,416,912SERIES 2015A BONDSfalsefalsefalse45471ANY4

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$111,437,829$0$0$0$363,690$0$0$111,074,139$0$02012falsefalseYes (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$02013Yes (true)falsefalseYes (true)
C$3,815,000$0$80,777,895$0$0$79,984,397$793,499$0$0$0$0$02014falseYes (true)Yes (true)Yes (true)
D$0$0$314,416,912$0$0$0$2,122,523$0$0$0$312,294,389$02015Yes (true)Yes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
CfalseYes (true)falsefalsefalsefalse0falseYes (true)
0
DfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1INDIANA FINANCE AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN351602316BondIssuerEIN
Bond Issued2015-05-07BondIssuedDt
Issue Price$193,675,000IssuePriceAmt
PurposeSERIES 2015B AND C BONDSPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$193,675,000TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$171,759IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$0CapitalExpendituresAmt
Other Spent Proceeds$193,503,241OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2015SubstantialCompletionYr
Current RefundingfalseCurrentRefundingInd
Advance RefundingYes (true)AdvanceRefundingInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsYes (true)AnyResearchAgreementsInd
Engage Bond Counsel ResearchYes (true)EngageBondCounselResearchInd
Private Bus Use By Others0PrivateBusUseByOthersPct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonJACQUELINE S GOODRICH RNPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSEE PART VRelationshipDescriptionTxt
Transaction$51,868TransactionAmt
TransactionSEE PART VTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV, Columns (b) and (d) Relationships and DescriptionsFormAndLineReferenceDesc
ExplanationJacqueline 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4b Name of Foreign CountriesIn 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 RelationshipsRyan 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 StockholdersLine 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 990A 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 PolicyAll 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 CompensationIU 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 DisclosureIU 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 BalancesDuring 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 11GDESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:XXX-XX-XXXX

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CCCG LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204203949966HEALTHCAREIN$0-$8,064IUH
CCSG LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204261921481HEALTHCAREIN$0-$984IUH
CLARIAN QUALITY PARTNERS LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204263603579HEALTHCAREIN$0$0IUH
CLARIAN SAXONY MEDICAL CENTER LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204262414219HEALTHCAREIN$0$0IUH
HEART PARTNERS OF INDIANA LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204201123537HEALTHCAREIN$33,594$255,113IUH
IU HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204800141954MANAGEMENTIN$5,092,915$1IUH
IUH POPULATION HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204463913461HEALTHCAREIN$22,135,928$10,597,617IUH
ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351348013HEALTHCAREIN$8,507,121$2,795,560IUH
SENATE HEALTH PLAN SOLUTIONS LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204273736054MANAGEMENTIN$3,718,209$4,897,634IUH

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (45 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Clarian Transplant Institute Inc
950 N Meridian St Ste 800IndianapolisIN46204134350599HealthcareIN501(c)(3)9IUHYes (true)
Goshen Health System Inc
200 High Park AveGoshenIN46527351974765HealthcareIN501(c)(3)11 IIUHYes (true)
Goshen Hospital Association Inc
200 High Park AveGoshenIN46527356001540HealthcareIN501(c)(3)3GHSYes (true)
HealthLINC Incorporated
950 N Meridian St Ste 800IndianapolisIN46204263571507HealthcareIN501(c)(3)9IUHBYes (true)
Indiana Health Info Exchange Inc
846 N Senate AveIndianapolisIN46202364550324HealthcareIN501(c)(3)11 INAfalse
Indiana Radiology Partners Inc
950 N Meridian St Ste 800IndianapolisIN46204201017034HealthcareIN501(c)(3)3IUHYes (true)
IU Health Arnett Foundation Inc
950 N Meridian St Ste 800IndianapolisIN46204356079797FundraisingIN501(c)(3)11 IIUHAYes (true)
IU Health Arnett Inc
950 N Meridian St Ste 800IndianapolisIN46204263162145HealthcareIN501(c)(3)3IUHYes (true)
IU Health Ball Memorial Hospital Inc
950 N Meridian St Ste 800IndianapolisIN46204350867958HealthcareIN501(c)(3)3IUHYes (true)
IU Health Ball Memorial Physicians Inc
950 N Meridian St Ste 800IndianapolisIN46204351925641HealthcareIN501(c)(3)9IUHBMHYes (true)
IU Health Bedford Inc
950 N Meridian St Ste 800IndianapolisIN46204237042323HealthcareIN501(c)(3)3IUHYes (true)
IU Health Blackford Hospital Inc
950 N Meridian St Ste 800IndianapolisIN46204010646166HealthcareIN501(c)(3)3IUHBMHYes (true)
IU Health Bloomington Inc
950 N Meridian St Ste 800IndianapolisIN46204351720796HealthcareIN501(c)(3)3IUHYes (true)
IU Health BMH Foundation Inc
950 N Meridian St Ste 800IndianapolisIN46204311111784FundraisingIN501(c)(3)11 IIUHBMHYes (true)
IU Health Care Associates Inc
950 N Meridian St Ste 800IndianapolisIN46204351747218HealthcareIN501(c)(3)9IUHYes (true)
IU Health Goshen Foundation Inc
200 High Park AveGoshenIN46527462565300FundraisingIN501(c)(3)11 IGHSYes (true)
IUHLP Liquidation Inc
PO Box 250LaPorteIN46352351125434HealthcareIN501(c)(3)3IUHYes (true)
IUHLP-P Liquidation Inc
PO Box 250LaPorteIN46352311070868HealthcareIN501(c)(3)3IUHLHYes (true)
IU Health Morgan Inc
950 N Meridian St Ste 800IndianapolisIN46204273533027HealthcareIN501(c)(3)3IUHYes (true)
IU Health North Hospital Inc
950 N Meridian St Ste 800IndianapolisIN46204351932442HealthcareIN501(c)(3)3IUHYes (true)
IU Health Paoli Hosp Foundation Inc
950 N Meridian St Ste 800IndianapolisIN46204310992486FundraisingIN501(c)(3)9IUHPYes (true)
IU Health Paoli Inc
950 N Meridian St Ste 800IndianapolisIN46204352090919HealthcareIN501(c)(3)3IUHBYes (true)
IU Health Plans NFP Inc
950 N Meridian St Ste 800IndianapolisIN46204463803873InsuranceIN501(c)(4)N/AIUHYes (true)
IU Health Tipton Hospital Inc
950 N Meridian St Ste 800IndianapolisIN46204262772226HealthcareIN501(c)(3)3IUHYes (true)
IU Health West Hospital Inc
950 N Meridian St Ste 800IndianapolisIN46204351814660HealthcareIN501(c)(3)3IUHYes (true)
IU Health White Mem Hosp Fndtn Inc
PO Box 952MonticelloIN47960351671806FundraisingIN501(c)(3)11 III-FIIUHWMHYes (true)
IU Health White Memorial Hospital Inc
950 N Meridian St Ste 800IndianapolisIN46204273532963HealthcareIN501(c)(3)3IUHYes (true)
IU Medical Group Foundation Inc
340 W 10th St No FS5100IndianapolisIN46202201093251FundraisingIN501(c)(3)11 IINAfalse
LaPorte Hospital Foundation Inc
PO Box 250LaPorteIN46352310952775FundraisingIN501(c)(3)11 INAfalse
MDwise Marketplace Inc
1200 Madison AveIndianapolisIN46225465270582InsuranceIN501(c)(4)N/AIUHYes (true)
MDwise Network Inc
1200 Madison AveIndianapolisIN46225472619552InsuranceIN501(c)(4)N/AIUHYes (true)
Methodist Health Foundation Inc
1800 N Capitol AveIndianapolisIN46202356043086FundraisingIN501(c)(3)11 IIUHYes (true)
Methodist Health Group Inc
950 N Meridian St Ste 800IndianapolisIN46204350876390HealthcareIN501(c)(3)11 III-FINAfalse
Methodist Medical Group Inc
950 N Meridian St Ste 800IndianapolisIN46204351945384HealthcareIN501(c)(3)3IUHYes (true)
Methodist Occup Health Centers Inc
950 N Meridian St Ste 800IndianapolisIN46204351844176HealthcareIN501(c)(3)3IUHYes (true)
Methodist Research Institute Inc
950 N Meridian St Ste 800IndianapolisIN46204352023710HealthcareIN501(c)(3)11 IIUHYes (true)
MH Healthcare Inc
950 N Meridian St Ste 800IndianapolisIN46204351766531HealthcareIN501(c)(3)3MMGYes (true)
Morgan Co Mem Hosp Foundation Inc
950 N Meridian St Ste 800IndianapolisIN46204352035162FundraisingIN501(c)(3)11 IIIUHMHYes (true)
Morgan Co Mem Hosp Guild Inc
950 N Meridian St Ste 800IndianapolisIN46204310886844FundraisingIN501(c)(3)11 III-FIIUHMHYes (true)
Morgan Health Services Inc
950 N Meridian St Ste 800IndianapolisIN46204351968564HealthcareIN501(c)(3)3IUHMHYes (true)
Rehabilitation Hospital of Indiana Inc
4141 Shore DrIndianapolisIN46254351786005HealthcareIN501(c)(3)3MHHYes (true)
RHI Foundation Inc
4141 Shore DrIndianapolisIN46254351932349FundraisingIN501(c)(3)11 IRHIYes (true)
The Cheer Guild of Riley Hos for Child
705 Riley Hospital DrIndianapolisIN46202356018517FundraisingIN501(c)(3)11 III-FINAfalse
Tipton Co Health Care Foundation Inc
950 N Meridian St Ste 800IndianapolisIN46204311231905FundraisingIN501(c)(3)11 IIUHTHYes (true)
University Family Physicians Inc
950 N Meridian St Ste 800IndianapolisIN46204237427350HealthcareIN501(c)(3)9IUHCAYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
Ball Outpatient Sur Ctr LLC
569 Brookwood Village Ste 901BirminghamAL35244270275794HealthcareINNA
Beltway Surgery Centers LLC
569 Brookwood Village Ste 901BirminghamAL35244352072586HealthcareINNA
Bloomington Endo Center LLC
PO Box 550BloomingtonIN47402352117943HealthcareINNA
BOSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454147343HealthcareINIUHRELATED$1,953,862$8,865,633false$0Yes (true)0.51000
BSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204452314634HealthcareINIUHRELATED$21,731,335$54,312,887false$0Yes (true)0.51000
CHV Fund I LLC
950 N Meridian St Ste 800IndianapolisIN46204262523206Venture CapitalINIUHEXCLUDED-$813,208$18,216,856false$0false1.00000
CHV Fund II Management LLC
950 N Meridian St Ste 800IndianapolisIN46204371717823Venture CapitalINNA
CHV Fund II LLC
950 N Meridian St Ste 800IndianapolisIN46204800902337Venture CapitalINIUHEXCLUDED-$1,885$4,487,661false$0false1.00000
CHV Fund Management LLC
950 N Meridian St Ste 800IndianapolisIN46204262523151Venture CapitalINNA
Clarian Health Network LLC
950 N Meridian St Ste 800IndianapolisIN46204352055030HealthcareINNA
Eagle High Surg Center LLC
569 Brookwood Village Ste 901BirminghamAL35244352259204HealthcareINNA
EHSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454147879HealthcareINIUHRELATED$4,373,378$3,889,306false$0Yes (true)0.51000
EWASC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204473087761HealthcareINIUHRELATED-$109,052$251,576false$0Yes (true)0.51000
Health Venture Management LLC
950 N Meridian St Ste 800IndianapolisIN46204205740218ManagementINIUHUNRELATED$1,518,620$3,423,038false$1,120,592false0.99000
IEC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454148032HealthcareINIUHRELATED$3,271,216$3,594,061false$0Yes (true)0.51000
Indiana Endoscopy Centers LLC
569 Brookwood Village Ste 901BirminghamAL35244208398421HealthcareINNA
IUH EWA Surgery Ctr LLC
569 Brookwood Village Ste 901BirminghamAL35244473102482HealthcareINNA
IUH Saxony Surgery Ctr LLC
569 Brookwood Village Ste 901BirminghamAL35244275271091HealthcareINNA
ROC Surgery LLC
569 Brookwood Village Ste 901BirminghamAL35244271497960HealthcareINNA
ROCS Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454148369HealthcareINIUHRELATED$1,822,638$5,522,746false$0Yes (true)0.51000
Senate St Surgery Center LLC
569 Brookwood Village Ste 901BirminghamAL35244421709357HealthcareINNA
SSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204464472887HealthcareINIUHRELATED$603,841$3,067,949false$0Yes (true)0.51000
SSSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454148167HealthcareINIUHRELATED$3,131,550$7,859,863false$0Yes (true)0.51000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
BMH Medical Pavilion Association Inc
2525 W University AveMuncieIN47303351858408Condo ManagementINNACYes (true)
Cardinal Health Ventures Inc
950 N Meridian St Ste 800IndianapolisIN46204351611424ManagementINNACYes (true)
CHV Capital Inc
950 N Meridian St Ste 800IndianapolisIN46204260752507Venture CapitalINIUHCYes (true)$205,147$399,8181.00000
IU Health 457(B) Plan
1100 N Market StWilmingtonDE19890476948347InvestmentsINIUHTYes (true)$0$01.00000
IU Health ACO Inc
950 N Meridian St Ste 800IndianapolisIN46204454421020HealthcareINIUHCYes (true)$0$01.00000
IU Health Board Designated Trust
400 Howard StSan FranciscoCA94105306309021InvestmentsINIUHTYes (true)$15,556,658$312,538,8931.00000
IU Health NTGI S&P500 Fund CF
PO Box 804358ChicagoIL60680306298263InvestmentsINIUHTYes (true)$16,288,744$363,010,4561.00000
IU Health Plans Holding Company Inc
950 N Meridian St Ste 800IndianapolisIN46204463794815InsuranceINIUHCYes (true)$128,446,218$30,285,5991.00000
IU Health Plans NFP Inc
950 N Meridian St Ste 800IndianapolisIN46204463803873InsuranceINNACYes (true)
IU Health Plans Inc
950 N Meridian St Ste 800IndianapolisIN46204262127080HMOINIUHCYes (true)$28,055,151$22,990,2331.00000
IU Health Risk Purchasing Group Inc
151 Meeting St Ste 301CharlestonSC29401260202446InsuranceINIUHCYes (true)$0$01.00000
IU Health Risk Retention Group Inc
151 Meeting St Ste 301CharlestonSC29401201107674InsuranceSCIUHCYes (true)$0$01.00000
IU Health Southern IN Physicians Inc
PO Box 1149BloomingtonIN47402351913875HealthcareINIUHCYes (true)$5,420,090$1,169,6190.07692
IUH Assurance SPC Ltd
980395429InsuranceIUHCYes (true)$0$01.00000PO BOX 69 94 SOLARIS AVECAMANA BAYGRAND CAYMANCJCJ
Occ-Health Revenue Systems Inc
950 N Meridian St Ste 800IndianapolisIN46204203308057Work Comp PPOINNACYes (true)
Parkmor Drug Inc
1501 S Main StGoshenIN46526131394980Pharmacy SalesINNACYes (true)
PILR Inc
200 High Park AveGoshenIN46526204294750DevelopmentINNACYes (true)
Proteuo Fund LP
981075227InvestmentsIUHCYes (true)$10,385,058$194,668,9701.00000PO BOX 31106 89 NEXUS WAYCAMANA BAYGRAND CAYMANCJCJ
Radiation Oncology Resources Inc
200 High Park AveGoshenIN46526262008424HealthcareINNACYes (true)
SCANS Inc
950 N Meridian St Ste 800IndianapolisIN46204453080392HealthcareINNACYes (true)
Univ Hlth (Shanghai) Mgt Con Co Ltd
ManagementNACYes (true)88 CENTURY AVESHANGHAICHCH
University Health Management Inc
950 N Meridian St Ste 800IndianapolisIN46204272891143ManagementINNACYes (true)
University Health Mgmt (China) Inc
950 N Meridian St Ste 800IndianapolisIN46204273891311ManagementINNACYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (93 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
IU HEALTH ARNETT INC
A$12,463,804FMV
IU HEALTH BEDFORD INC
A$34,565FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
A$2,874,328FMV
IU HEALTH BLOOMINGTON INC
A$1,388,681FMV
GOSHEN HOSPITAL ASSOCIATION INC
A$1,162,514FMV
IU HEALTH PLANS INC
A$172,065FMV
IUHLP Liquidation Inc
A$21,414FMV
IU HEALTH NORTH HOSPITAL INC
A$14,336,024FMV
REHABILITATION HOSPITAL OF INDIANA INC
A$381FMV
IU HEALTH TIPTON HOSPITAL INC
A$859,932FMV
IU HEALTH WEST HOSPITAL INC
A$6,090,673FMV
IU HEALTH WHITE MEMORIAL HOSPITAL INC
A$1,141,305FMV
METHODIST RESEARCH INSTITUTE INC
B$494,578FMV
EWASC HOLDINGS LLC
B$336,600FMV
IU HEALTH PLANS HOLDING COMPANY INC
B$39,500,000FMV
METHODIST HEALTH FOUNDATION INC
B$230,921FMV
INDIANA RADIOLOGY PARTNERS INC
B$704,959FMV
IU HEALTH CARE ASSOCIATES INC
B$173,694,338FMV
UNIVERSITY FAMILY PHYSICIANS INC
B$206,872FMV
METHODIST HEALTH FOUNDATION INC
C$6,920,559FMV
IU HEALTH ARNETT INC
J$294,011FMV
BELTWAY SURGERY CENTERS LLC
J$725,791FMV
IU HEALTH BLOOMINGTON INC
J$68,644FMV
EAGLE HIGHLANDS SURGERY CENTER LLC
J$75,000FMV
IU HEALTH CARE ASSOCIATES INC
J$4,579,701FMV
IU HEALTH NORTH HOSPITAL INC
J$1,790,628FMV
ROC SURGERY LLC
J$816,168FMV
IU HEALTH SOUTHERN INDIANA PHYSICIANS INC
J$315,737FMV
SENATE STREET SURGERY CENTER LLC
J$87,000FMV
IU HEALTH WEST HOSPITAL INC
J$410,039FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
K$281,387FMV
IU HEALTH NORTH HOSPITAL INC
K$284,511FMV
IU HEALTH ARNETT INC
L$40,605,434FMV
IU HEALTH BEDFORD INC
L$7,880,080FMV
IU HEALTH BLACKFORD INC
L$1,119,091FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
L$33,521,782FMV
IU HEALTH BALL MEMORIAL PHYSICIANS INC
L$1,672,771FMV
BALL OUTPATIENT SURGERY CENTER LLC
L$792,661FMV
BELTWAY SURGERY CENTER LLC
L$4,115,785FMV
IU HEALTH BLOOMINGTON INC
L$45,659,667FMV
CLARIAN TRANSPLANT INSTITUTE INC
L$136,239FMV
EAGLE HIGHLANDS SURGERY CENTER LLC
L$1,221,104FMV
GOSHEN HOSPITAL ASSOCIATION INC
L$793,706FMV
INDIANA UNIVERSITY HEALTH PLANS INC
L$344,432FMV
INDIANA ENDOSCOPY CENTERS LLC
L$710,860FMV
IU HEALTH CARE ASSOCIATES INC
L$30,146,944FMV
IUHLP Liquidation Inc
L$1,740,704FMV
MDWISE NETWORK INC
L$2,482,287FMV
IU HEALTH MORGAN INC
L$1,436,996FMV
IU HEALTH NORTH HOSPITAL INC
L$23,389,179FMV
IU HEALTH PAOLI INC
L$3,821,170FMV
ROC SURGERY LLC
L$1,175,076FMV
IU HEALTH SAXONY SURGERY CENTER LLC
L$455,079FMV
SENATE STREET SURGERY CENTER LLC
L$1,434,195FMV
IU HEALTH TIPTON HOSPITAL INC
L$5,663,367FMV
IU HEALTH WEST HOSPITAL INC
L$18,277,298FMV
IU HEALTH WHITE MEMORIAL HOSPITAL INC
L$2,966,157FMV
IU HEALTH ARNETT INC
M$883,028FMV
IU HEALTH BALL MEMORIAL PHYSICIAN INC
M$71,608FMV
CHV FUND I LLC
M$500,000FMV
CHV FUND II LLC
L$295,019FMV
CLARIAN TRANSPLANT INSTITUTE INC
M$3,430,716FMV
HEALTHLINC INC
M$74,850FMV
HEALTH VENTURE MANAGEMENT LLC
M$3,698,396FMV
IU HEALTH CARE ASSOCIATES INC
M$78,309,930FMV
METHODIST OCCUPATIONAL HEALTH CENTERS INC
M$1,403,621FMV
IU HEALTH NORTH HOSPITAL INC
M$523,270FMV
IU HEALTH SOUTHERN INDIANA PHYSICIANS INC
M$436,087FMV
IU HEALTH ARNETT INC
O$1,310,266FMV
IU HEALTH BEDFORD INC
O$1,259,696FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
O$1,527,730FMV
BELTWAY SURGERY CENTERS LLC
O$294,915FMV
IU HEALTH BLOOMINGTON INC
O$678,225FMV
IUH ASSURANCE SPC LTD
O$506,250FMV
EAGLE HIGHLANDS SURGERY CENTER LLC
O$121,749FMV
IU HEALTH PLANS INC
O$122,208FMV
IU HEALTH CARE ASSOCIATES INC
O$13,954,905FMV
IUHLP Liquidation Inc
O$51,200FMV
IU HEALTH MORGAN INC
O$259,259FMV
IU HEALTH NORTH HOSPITAL INC
O$2,563,647FMV
IU HEALTH PAOLI INC
O$90,698FMV
ROC SURGERY LLC
O$122,067FMV
IU HEALTH TIPTON HOSPITAL INC
O$461,042FMV
IU HEALTH WEST HOSPITAL INC
O$618,053FMV
IUH ASSURANCE SPC LTD
R$5,780,173FMV
IU HEALTH RISK RETENTION GROUP INC
R$8,059,792FMV
BOSC HOLDINGS LLC
S$2,184,840FMV
BSC HOLDINGS LLC
S$14,194,968FMV
EHSC HOLDINGS LLC
S$3,763,647FMV
IEC HOLDINGS LLC
S$3,220,688FMV
ROCS HOLDINGS LLC
S$1,618,740FMV
SSC HOLDINGS LLC
S$781,786FMV
SSSC HOLDINGS LLC
S$3,369,476FMV

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