FURP.ORG / PUBLIC DATA EXPLORER

INDIANA UNIVERSITY HEALTH INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
INDIANA UNIVERSITY HEALTH INC (EIN 35-1955872)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201433219349303708
Schema version
2013v3.1
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)
Return2014-11-17T10:27:23-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 4000AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351955872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA UNIVERSITY HEALTH INCBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% BROC BUDDEInCareOfNm
Business Name ControlINDIBusinessNameControlTxt
Phone3179624575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN STREET SUITE 800AddressLine1
Address Line2SuiteAddressLine2
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRYAN C KITCHELLPersonNm
Person TitleEVP & CFOPersonTitleTxt
Signature2014-11-17SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER D RHODERICKPreparerPersonNm
PTINP00395735PTIN
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANIEL F EVANS JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN ST STE 800AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$3,255,742,124GrossReceiptsAmt
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 Body14VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee17716TotalEmployeeCnt
Total Volunteers1335TotalVolunteersCnt
Total Gross UBI$28,662,169TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,794,707NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$14,662,575PYContributionsGrantsAmt
CY Contributions Grants$17,019,981CYContributionsGrantsAmt
PY Program Service Revenue$3,020,604,837PYProgramServiceRevenueAmt
CY Program Service Revenue$2,606,202,393CYProgramServiceRevenueAmt
PY Investment Income$59,613,927PYInvestmentIncomeAmt
CY Investment Income$108,097,463CYInvestmentIncomeAmt
PY Other Revenue$42,316,799PYOtherRevenueAmt
CY Other Revenue$33,348,549CYOtherRevenueAmt
PY Total Revenue$3,137,198,138PYTotalRevenueAmt
CY Total Revenue$2,764,668,386CYTotalRevenueAmt
PY Grants And Similar Paid$23,548,346PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$58,491,480CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,110,266,709PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$983,584,208CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,580,149,074PYOtherExpensesAmt
CY Other Expenses$1,487,063,108CYOtherExpensesAmt
PY Total Expenses$2,713,964,129PYTotalExpensesAmt
CY Total Expenses$2,529,138,796CYTotalExpensesAmt
PY Revenues Less Expenses$423,234,009PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$235,529,590CYRevenuesLessExpensesAmt
Total Assets BOY$4,994,322,961TotalAssetsBOYAmt
Total Assets EOY$5,247,801,615TotalAssetsEOYAmt
Total Liabilities BOY$2,689,261,531TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,751,787,096TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,305,061,430NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,496,014,519NetAssetsOrFundBalancesEOYAmt
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$2,095,334,667ExpenseAmt
Grant$58,491,480GrantAmt
Revenue$2,647,996,277RevenueAmt
DescIndiana University Health, Inc. ("IU Health") is Indiana's most comprehensive healthcare system. A unique partnership with Indiana University School of Medicine, one the nation's leading medical schools, gives patients access to innovative treatments and therapies, all without regard to their ability to pay. IU Health is comprised of hospitals, physicians and allied services dedicated to providing preeminent care throughout Indiana and beyond. See Schedule O for additional information on IU Health's 2013 program service accomplishments.Desc
Total Program Service Expenses$2,095,334,667TotalProgramServiceExpensesAmt
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 OfficeYes (true)ForeignOfficeInd
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 OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
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 OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document951IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee17716EmployeeCnt
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 Members14GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
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 BUDDEPersonNm
Phone3179624575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN STREET SUITE 800AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 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
V WILLIAM HUNT
CHAIRMAN6.00.0Yes (X)Yes (X)$0$0$0
THOMAS W CHAPMAN
ELECTED VICE-CHAIR6.00.0Yes (X)Yes (X)$24,500$0$0
D CRAIG BRATER MD
EX-OFFICIO VICE-CHAIR (PART.)6.00.0Yes (X)Yes (X)$18,875$0$0
JAY L HESS MD
EX-OFFICIO VICE CHAIR (PART.)6.00.0Yes (X)Yes (X)$7,375$0$0
DANIEL F EVANS JR
DIRECTOR/PRESIDENT & CEO55.00.0Yes (X)Yes (X)$1,468,119$0$562,967
JAMES E LINGEMAN MD
DIRECTOR6.055.0Yes (X)$19,750$937,832$17,850
DAVID W GOODRICH
DIRECTOR6.00.0Yes (X)$37,000$0$0
CHARLES E GOLDEN
DIRECTOR6.00.0Yes (X)$34,750$0$0
WILLIAM R CAST MD
DIRECTOR6.00.0Yes (X)$30,250$0$0
J SCOTT DAVISON
DIRECTOR6.00.0Yes (X)$28,250$0$0
ANNE NOBLES
DIRECTOR6.00.0Yes (X)$28,000$0$0
ANGELA BARRON MCBRIDE
DIRECTOR6.00.0Yes (X)$24,000$0$0
MICHAEL A MCROBBIE
DIRECTOR6.00.0Yes (X)$11,250$0$0
THE HON SARAH EVANS BARKER
DIRECTOR6.00.0Yes (X)$0$0$0
BISHOP MICHAEL J COYNER
DIRECTOR6.00.0Yes (X)$0$0$0
RYAN C KITCHELL
TREASURER/EVP & CFO55.00.0Yes (X)$783,290$0$165,028
MARY BETH CLAUS
SECRETARY/SVP, GC & CCO55.00.0Yes (X)$393,075$0$100,315
DENNIS M MURPHY
EVP & COO (PARTIAL YEAR)55.00.0$815,062$0$114,716Yes (X)
JAMES G TERWILLIGER
INTERIM EVP & COO55.00.0$615,536$0$134,459Yes (X)
RICHARD F GRAFFIS MD
EVP & CME (PARTIAL YEAR)55.00.0$192,890$0$18,496Yes (X)
JOHN C KOHNE MD
INTERIM EVP & CME37.018.0$409,579$199,255$47,891Yes (X)
LINDA Q EVERETT RN
EVP & CNE55.00.0$602,255$0$45,691Yes (X)
ERIC S WILLIAMS MD
EVP, ACADEMIC & MEDICAL AFF.25.025.0$247,619$121,374$4,210Yes (X)
JEFFREY L SPERRING MD
PRESIDENT & CEO (RH)55.00.0$450,840$0$115,384Yes (X)
JONATHAN R GOBLE
PRESIDENT & CEO (SAX)22.033.0$237,015$355,523$124,313Yes (X)
MARILYN L COX RN
SVP & CNO (RH)55.00.0$1,968,020$0$28,980Yes (X)
LINDA K CHASE RN
VP & CNO (MH)55.00.0$228,253$0$39,673Yes (X)
LORI L KNARR RN
VP & CNO (UH)55.00.0$226,196$0$25,682Yes (X)
DAWN MOORE-JEFFERSON
VP & CPO (PARTIAL YEAR)55.00.0$255,322$0$29,363Yes (X)
JAMES A JORGENSON
VP & CPO (PARTIAL YEAR)55.00.0$171,123$0$16,921Yes (X)
NATHAN D LAMBERT MD
STAFF PHYSICIAN (HPI)55.00.0$698,882$0$48,942Yes (X)
LAWRENCE S KLEIN MD
STAFF PHYSICIAN (HPI)55.00.0$671,939$0$41,685Yes (X)
BLAIR S MACPHAIL MD
STAFF PHYSICIAN (HPI)55.00.0$662,385$0$54,528Yes (X)
EDWARD A HARLAMERT MD
STAFF PHYSICIAN (HPI) (PART.)55.055.0$550,094$278,348$50,098Yes (X)
STEVEN L WANTZ
SVP, ADMIN. & COS55.00.0$515,344$0$122,474Yes (X)
MARVIN G PEMBER
SVP & CFO0.00.0$5,087,068$0$0Yes (X)
NORMAN G TABLER JR
SECRETARY/SVP, GC & CCO0.00.0$536,459$0$23,716Yes (X)
KELLY L BRAVERMAN
SENIOR EXECUTIVE55.00.0$224,884$0$16,777Yes (X)
DEBRA L UHL
COO (UH)0.00.0$295,634$0$5,319Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$18,570,883TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,892,332TotReportableCompRltdOrgAmt
Total Other Compensation$1,955,478TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K865IndivRcvdGreaterThan100KCnt
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/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
IU HEALTH CARE ASSOCIATES INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204MEDICAL$69,892,665
MESSERHARMON IV LLC
5158 FISHWICK DRCINCINNATIOH45216CONSTRUCTION$27,509,717
CERNER CORPORATION
2800 ROCKCREEK PKWYKANSAS CITYMO64117SOFTWARE MAINTENANCE$16,107,533
ERMCO INC
1625 W THOMPSON RDINDIANAPOLISIN46206CONSTRUCTION$13,214,942
UNIVERSITY PEDIATRIC ASSOCIATES IN
702 BARNHILL DRINDIANAPOLISIN46206MEDICAL$12,809,420
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K252CntrctRcvdGreaterThan100KCnt
Related Organizations$2,749,573RelatedOrganizationsAmt
Government Grants$6,185,259GovernmentGrantsAmt
All Other Contributions$8,085,149AllOtherContributionsAmt
Total Contributions$17,019,981TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
NET PATIENT SERVICE REVENUE621110$1,945,202,173$1,945,202,173$0$0
REFERENCE LABORATORY621500$275,952,494$273,615,927$2,336,567
MEMBER PREMIUM REVENUE541900$144,473,055$144,473,055
SHARED SERVICES900099$141,066,296$136,087,570$4,978,726
PHARMACY446110$62,044,904$47,673,583$14,371,321

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,463,471TotalRevenueColumnAmt
Related Or Exempt Func Income$36,818,688RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$644,783UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,606,202,393TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$66,619,427TotalRevenueColumnAmt
Related Or Exempt Func Income$41,793,884RelatedOrExemptFuncIncomeAmt
Exclusion$24,825,543ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$189,618TotalRevenueColumnAmt
Exclusion$189,618ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$13,025,193RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$13,434,376RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$409,183RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$409,183TotalRevenueColumnAmt
Unrelated Business Revenue$11,700UnrelatedBusinessRevenueAmt
Exclusion-$420,883ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$516,644,127SecuritiesAmt
Other$2,473,271OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$473,324,434SecuritiesAmt
Other$4,314,928OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$43,319,693SecuritiesAmt
Other-$1,841,657OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,478,036TotalRevenueColumnAmt
Exclusion$41,478,036ExclusionAmt

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$6,692,862$6,692,862
PARKING812930$1,805,809$1,805,809
TELEPHONE517000$1,578,384$1,578,384

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,491,059TotalRevenueColumnAmt
Unrelated Business Revenue$6,319,072UnrelatedBusinessRevenueAmt
Exclusion$17,171,987ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$33,568,114OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,764,668,386TotalRevenueColumnAmt
Related Or Exempt Func Income$2,625,664,880RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$28,662,169UnrelatedBusinessRevenueAmt
Exclusion$93,321,356ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$58,355,347TotalAmt
Program Services$58,355,347ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$136,133TotalAmt
Program Services$136,133ProgramServicesAmt

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$10,805,559TotalAmt
Program Services$8,580,886ProgramServicesAmt
Management And General$2,224,673ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$783,468,277TotalAmt
Program Services$622,166,041ProgramServicesAmt
Management And General$161,302,236ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$50,689,847TotalAmt
Program Services$46,522,253ProgramServicesAmt
Management And General$4,167,594ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$76,421,673TotalAmt
Program Services$44,259,171ProgramServicesAmt
Management And General$32,162,502ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$62,198,852TotalAmt
Program Services$47,921,006ProgramServicesAmt
Management And General$14,277,846ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$724,183TotalAmt
Management And General$724,183ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,535,163TotalAmt
Management And General$1,535,163ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,340,683TotalAmt
Management And General$1,340,683ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$613,175TotalAmt
Management And General$613,175ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,714,240TotalAmt
Management And General$4,714,240ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$249,907,946TotalAmt
Program Services$171,353,515ProgramServicesAmt
Management And General$78,554,431ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$18,927,509TotalAmt
Program Services$7,633,480ProgramServicesAmt
Management And General$11,294,029ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$34,393,159TotalAmt
Program Services$26,494,946ProgramServicesAmt
Management And General$7,898,213ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$54,945,245TotalAmt
Program Services$41,417,334ProgramServicesAmt
Management And General$13,527,911ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$95,735,860TotalAmt
Program Services$75,986,200ProgramServicesAmt
Management And General$19,749,660ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,212,227TotalAmt
Program Services$1,634,726ProgramServicesAmt
Management And General$577,501ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$75,767TotalAmt
Program Services$40,091ProgramServicesAmt
Management And General$35,676ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$53,283,060TotalAmt
Program Services$51,959,825ProgramServicesAmt
Management And General$1,323,235ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$133,232,244TotalAmt
Program Services$129,855,842ProgramServicesAmt
Management And General$3,376,402ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,760,717TotalAmt
Program Services$920,072ProgramServicesAmt
Management And General$16,840,645ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DRUGS AND MEDICAL SUPPLIES$463,264,071$463,264,071
HEALTH CLAIMS TO PROVIDERS$138,949,415$138,949,415
BAD DEBT$103,919,255$103,919,255
UBI TAX$1,029,147$1,029,147

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$110,500,042TotalAmt
Program Services$53,965,058ProgramServicesAmt
Management And General$56,534,984ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,529,138,796TotalAmt
Program Services$2,095,334,667ProgramServicesAmt
Management And General$433,804,129ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$304,494BOYAmt
EOY$537,760EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$458,160,388BOYAmt
EOY$289,762,828EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,221,606BOYAmt
EOY$1,437,158EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$333,416,470BOYAmt
EOY$338,392,503EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$14,663EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$764,231,885BOYAmt
EOY$722,281,966EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$46,198,194BOYAmt
EOY$40,711,166EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,916,532BOYAmt
EOY$22,323,305EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,512,826,575LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,825,774,506LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,666,045,768BOYAmt
EOY$1,687,052,069EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$871,699,522BOYAmt
EOY$1,210,688,555EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$583,477,431BOYAmt
EOY$690,850,118EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$230,183,402BOYAmt
EOY$227,104,463EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$11,184,845BOYAmt
EOY$10,386,617EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,282,424BOYAmt
EOY$6,258,444EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,994,322,961BOYAmt
EOY$5,247,801,615EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$352,794,354BOYAmt
EOY$389,986,093EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$33,302,336BOYAmt
EOY$34,246,735EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,364,411,661BOYAmt
EOY$1,333,807,558EOYAmt

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$358,474,167BOYAmt
EOY$321,329,077EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$580,279,013BOYAmt
EOY$672,417,633EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,689,261,531BOYAmt
EOY$2,751,787,096EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,300,167,849BOYAmt
EOY$2,491,123,738EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

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

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,893,581BOYAmt
EOY$4,890,781EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,305,061,430BOYAmt
EOY$2,496,014,519EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,994,322,961BOYAmt
EOY$5,247,801,615EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$235,529,590ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$72,841,333NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$117,417,834OtherChangesInNetAssetsAmt
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 OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$10,000GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$524,136DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$79,039OtherActivitiesAmt
Total Lobbying Expenditures$613,175TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Lines 1b and g - Paid staff and direct contactDuring 2013, Indiana University Health, Inc. ("IU Health") spent $524,136 in federal and state lobbying expenditures. During 2013, IU Health lobbied Congress on the following issues: - Healthcare reform legislation (in general) - Patient Protection and Affordable Care Act - Changes to Medicare/Medicaid reimbursement - Graduate medical education - Provider direct supervision - Changes to OPPS/IPPS reimbursement - Hospital Assessment Fees (provider taxes) - Sustainable growth rate - Compounding pharmacies - Site-neutrality payments - IRS requirements for charitable hospitals - Critical access and rural health matters (direct supervision; Medicare extenders) - Disproportionate share hospital payments - Telemedicine/telehealth - Budget matters - Partially hydrogenated oils During 2013, IU Health lobbied at the state level on the following issues: - Provider reimbursements - Medicaid expansion - Medicaid reimbursement policies - Workers compensation - Provider licensure matters - Physician order for scope of treatment - Workforce and smoking policies - Insurance matters - Healthcare reform - Hospital liens - Health insurance exchanges - Medicaid managed care - Telemedicine/telehealth
Schedule C, Part II-B, Lines 1f - Grants for lobbying purposesIndiana University Health, Inc. ("IU Health") made a contribution to Safety Net Hospitals for Pharmaceutical Access ("SNHFPA") during 2013 in the amount of $10,000. SNHFPA notified IU Health that 100% of this contribution would be used for lobbying expenditures.
Schedule C, Part II-B, Lines 1j - Other ActivitiesIndiana University Health, Inc. ("IU Health") paid institutional membership dues to the American Hospital Association ("AHA"), Indiana Hospital Association ("IHA"), U.S. Chamber of Commerce ("USCOC"), Healthcare Leadership Council ("HLC"), National Association of Children's Hospitals & Related Institutions ("NACHRI"), and Safety Net Hospitals for Pharmaceutical Access ("SNHFPA") during 2013 in the amount of $72,910, $240,162, $50,000, $25,000, $145,973, and $7,900, respectively. Each membership organization notified IU Health that a portion of the dues it paid were used for lobbying purposes. The AHA used 23.98%, or $17,484 of the 2013 membership dues paid by IU Health, for lobbying expenditures. The IHA used 5.26%, or $12,633 of the 2013 membership dues paid by IU Health, for lobbying expenditures. The USCOC used 50%, or $25,000 of the 2013 membership dues paid by IU Health, for lobbying expenditures. The HLC used 60%, or $15,000 of the 2013 membership dues paid by IU Health, for lobbying expenditures. The NACHRI used 5.30%, or $7,737 of the 2013 membership dues paid by IU Health, for lobbying expenditures. The SNHFPA used 15%, or $1,185 of the 2013 membership dues paid by IU Health, for lobbying expenditures. The total membership dues paid to these organizations by IU Health during 2013 that were attributable to lobbying expenditures was $79,039.

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$4,893,581BeginningYearBalanceAmt
Grants Or Scholarships$2,800GrantsOrScholarshipsAmt
End Year Balance$4,890,781EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,186,440BeginningYearBalanceAmt
Grants Or Scholarships$289,859GrantsOrScholarshipsAmt
End Year Balance$4,896,581EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,220,052BeginningYearBalanceAmt
Grants Or Scholarships$33,612GrantsOrScholarshipsAmt
End Year Balance$5,186,440EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$82,476,620BeginningYearBalanceAmt
Grants Or Scholarships$800,000GrantsOrScholarshipsAmt
Other Expenditures$76,244,118OtherExpendituresAmt
Administrative Expenses$212,450AdministrativeExpensesAmt
End Year Balance$5,220,052EndYearBalanceAmt
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$141,468,808OtherCostOrOtherBasisAmt
Book Value$141,468,808BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,796,641,258OtherCostOrOtherBasisAmt
Depreciation$772,315,861DepreciationAmt
Book Value$1,024,325,397BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,872,809OtherCostOrOtherBasisAmt
Depreciation$10,167,928DepreciationAmt
Book Value$6,704,881BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,260,397,397OtherCostOrOtherBasisAmt
Depreciation$1,011,245,468DepreciationAmt
Book Value$249,151,929BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$297,446,303OtherCostOrOtherBasisAmt
Depreciation$32,045,249DepreciationAmt
Book Value$265,401,054BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,687,052,069TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$690,850,118BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$690,850,118TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
INTERCOMPANY PAYABLES (NET)$485,753,899
INTEREST RATE SWAP LIABILITIES$137,445,776
ACCRUED INTEREST ON BONDS$16,256,429
DUE TO THIRD-PARTY PAYORS$13,706,074
PENSION AND OTHER RETIREMENT LIAB.$10,673,308
ENVIRONMENTAL OBLIGATIONS$4,731,071
SELF-INSURANCE LIABILITIES$3,846,109
ACCRUED LOAN GUARANTEES$4,967
FieldValueIRS element (for citing)
Total Liability$672,417,633TotalLiabilityAmt

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) FootnoteIndiana University Health, Inc. ("IU Health") adopted FIN 48 in 2007. No disclosures were required in 2013 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 (9 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCnt
Central America and the CaribbeanInvestmentsN/A$667,489,716
North AmericaInvestmentsN/A$29,226,880
Europe (Including Iceland and Greenland)InvestmentsN/A$8,362,980
Central America and the CaribbeanUnrelated Trade or BusinessN/A$6,319,072
Central America and the CaribbeanProgram ServicesSELF-INSURANCE$5,630,387
East Asia and the PacificInvestmentsN/A$2,188,042
East Asia and the PacificProgram ServicesDIABETES CLINIC$62,6671
Central America and the CaribbeanConduct board meetingsN/A$42,411
Europe (Including Iceland and Greenland)Conduct board meetingsN/A$11,218
FieldValueIRS element (for citing)
Subtotal Employees1SubtotalEmployeesCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$719,333,373SubtotalSpentAmt
Total Spent$719,333,373TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
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. During 2013, University Health Management (China), Inc. ("UHMC"), a subsidiary of Indiana University Health, Inc. ("IU Health"), collaborated with Zhejiang Hospital, in the Zhejiang province of China, in the management of several free-standing diabetes centers. As part of this collaboration, UHMC leased personnel from IU Health under a leased personnel services agreement, whereby an IU Health employee would provide services with regard to its agreement with Zhejiang Hospital. The amount reported on Schedule F represents the portion of the leased employee's salary that was paid by IU Health and reimbursed by UHMC.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

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Discounted Care Other650.DiscountedCareOtherPct
FieldValueIRS element (for citing)
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (true)ExpensesExceedBudgetInd
Unable To Provide CarefalseUnableToProvideCareInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Persons Served58308PersonsServedCnt
Total Community Benefit Expns$80,278,471TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$80,278,471NetCommunityBenefitExpnsAmt
Total Expense0.03270TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Persons Served123535PersonsServedCnt
Total Community Benefit Expns$601,570,874TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$510,877,664DirectOffsettingRevenueAmt
Net Community Benefit Expns$90,693,210NetCommunityBenefitExpnsAmt
Total Expense0.03700TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Persons Served181843PersonsServedCnt
Total Community Benefit Expns$681,849,345TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$510,877,664DirectOffsettingRevenueAmt
Net Community Benefit Expns$170,971,681NetCommunityBenefitExpnsAmt
Total Expense0.06970TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs38ActivitiesOrProgramsCnt
Persons Served589841PersonsServedCnt
Total Community Benefit Expns$27,782,041TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,669,272DirectOffsettingRevenueAmt
Net Community Benefit Expns$26,112,769NetCommunityBenefitExpnsAmt
Total Expense0.01060TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Persons Served2689PersonsServedCnt
Total Community Benefit Expns$74,776,477TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$16,200,605DirectOffsettingRevenueAmt
Net Community Benefit Expns$58,575,872NetCommunityBenefitExpnsAmt
Total Expense0.02390TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs6ActivitiesOrProgramsCnt
Persons Served3577PersonsServedCnt
Total Community Benefit Expns$10,018,484TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$32,654DirectOffsettingRevenueAmt
Net Community Benefit Expns$9,985,830NetCommunityBenefitExpnsAmt
Total Expense0.00410TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Persons Served9381PersonsServedCnt
Total Community Benefit Expns$73,066,236TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,100,140DirectOffsettingRevenueAmt
Net Community Benefit Expns$70,966,096NetCommunityBenefitExpnsAmt
Total Expense0.02890TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs10ActivitiesOrProgramsCnt
Persons Served35603PersonsServedCnt
Total Community Benefit Expns$4,981,258TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$4,981,258NetCommunityBenefitExpnsAmt
Total Expense0.00200TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs60ActivitiesOrProgramsCnt
Persons Served641091PersonsServedCnt
Total Community Benefit Expns$190,624,496TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$20,002,671DirectOffsettingRevenueAmt
Net Community Benefit Expns$170,621,825NetCommunityBenefitExpnsAmt
Total Expense0.06950TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs60ActivitiesOrProgramsCnt
Persons Served822934PersonsServedCnt
Total Community Benefit Expns$872,473,841TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$530,880,335DirectOffsettingRevenueAmt
Net Community Benefit Expns$341,593,506NetCommunityBenefitExpnsAmt
Total Expense0.13920TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$400,252TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$364,752DirectOffsettingRevenueAmt
Net Community Benefit Expns$35,500NetCommunityBenefitExpnsAmt

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Persons Served5PersonsServedCnt
Total Community Benefit Expns$3,157TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$3,157NetCommunityBenefitExpnsAmt

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Persons Served2200PersonsServedCnt
Total Community Benefit Expns$497,740TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$497,740NetCommunityBenefitExpnsAmt
Total Expense0.00020TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs6ActivitiesOrProgramsCnt
Persons Served3499PersonsServedCnt
Total Community Benefit Expns$901,149TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$364,752DirectOffsettingRevenueAmt
Net Community Benefit Expns$536,397NetCommunityBenefitExpnsAmt
Total Expense0.00020TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Bad Debt Expense$37,609,087BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$417,180,616ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$429,179,258CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$11,998,642MedicareSurplusOrShortfallAmt

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 (6 entries)

Primary ActivitiesPrimaryActivitiesTxtOrg Profit Or OwnershipOrgProfitOrOwnershipPctOfcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPctPhysicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
BSC LLC
AMBULATORY SURGERY CENTER0.258150.000000.74185
EHSC LLC
AMBULATORY SURGERY CENTER0.257520.000000.74248
SSSC LLC
AMBULATORY SURGERY CENTER0.264440.000000.73556
IEC LLC
AMBULATORY SURGERY CENTER0.260100.000000.73990
ROCS LLC
AMBULATORY SURGERY CENTER0.296970.000000.70303
BOSC LLC
AMBULATORY SURGERY CENTER0.286870.000000.71313
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 INCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11701 N SENATE BLVDAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46202ZIPCode
FieldValueIRS element (for citing)
Website AddressHTTP://IUHEALTH.ORG/WebsiteAddressTxt
State License13-005051-1StateLicenseNum
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 VI FOR ADDITIONAL INFORMATIONOtherDesc
Facility Reporting Group1FacilityReportingGroupCd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1INDIANA UNIVERSITY HEALTH INCBusinessNameLine1
FieldValueIRS element (for citing)
Facility1FacilityNum
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 Conducted13CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLHTTP://IUHEALTH.ORG/GETSTRONG/OwnWebsiteURLTxt
Rpt Available Upon RequestYes (X)RptAvailableUponRequestInd
Adopt Implementation StrategyYes (X)AdoptImplementationStrategyInd
Exec Implementation StrategyYes (X)ExecImplementationStrategyInd
Include Operational PlanYes (X)IncludeOperationalPlanInd
Adopt BudgetYes (X)AdoptBudgetInd
Prioritize Health NeedsYes (X)PrioritizeHealthNeedsInd
Prioritize ServicesYes (X)PrioritizeServicesInd
All Needs AddressedfalseAllNeedsAddressedInd
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Used Deter Elig Free CareYes (true)FPGUsedDeterEligFreeCareInd
FPG Family Incm Lmt Free Care200.FPGFamilyIncmLmtFreeCarePct
FPG Used Determ Elig Dscnt CareYes (true)FPGUsedDetermEligDscntCareInd
FPG Family Incm Lmt Dscnt Care650.FPGFamilyIncmLmtDscntCarePct
Explained BasisYes (true)ExplainedBasisInd
Income LevelYes (X)IncomeLevelInd
Asset LevelYes (X)AssetLevelInd
Medical IndigencyYes (X)MedicalIndigencyInd
Insurance StatusYes (X)InsuranceStatusInd
Uninsured DiscountYes (X)UninsuredDiscountInd
Medicaid MedicareYes (X)MedicaidMedicareInd
State RegulationYes (X)StateRegulationInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
Posted On WebsiteYes (X)PostedOnWebsiteInd
Posted In Emergency RoomYes (X)PostedInEmergencyRoomInd
Posted In Admission OfficeYes (X)PostedInAdmissionOfficeInd
Available On RequestYes (X)AvailableOnRequestInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
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
Average Negotiated RatesYes (X)AverageNegotiatedRatesInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3 - Input from CommunityIndiana University Health, Inc. ("IU Health") operates four hospital locations that are licensed as a single hospital by the Indiana State Department of Health. These hospital locations are as follows: - IU Health Methodist Hospital - IU Health University Hospital - Riley Hospital for Children at IU Health - IU Health Saxony Hospital IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children are located in Indianapolis, Marion County, Indiana and are considered to be part of 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 a separate Community Health Needs Assessments ("CHNA") 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. To obtain a more complete picture of the factors that play into the IU Health Academic Health Center's community's health, input from public health officials and community leaders in Marion County was gathered through two separate focus group sessions. Each live group session lasted two hours and was held at IU Health Methodist Hospital. IU Health facilitators mailed letters 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. The goal of soliciting these leaders' feedback was to gather insights into the quantitative data that may not be easily identified from the secondary statistical data alone. Attendees who participated in the focus group included: Cynthia Stone - Associate Professor, Indiana University School of Public Health - As an associate professor of Public Health, Ms. Stone understands the issues and obstacles involved in public health and ways to improve it. Orion Bell - President & CEO, CICOA Aging & In-Home Solutions - Mr. Bell is representative of a community perspective on senior health. As President of CICOA, he works to provide access to various services for seniors within the community. Paul Pfaff - Director, IU Health Enrollment Center - Mr. Pfaff is representative of a community perspective regarding underinsured/uninsured populations and access to care. As Director of the IU Health Enrollment Center, he works to provide information and services to uninsured and underinsured populations. Molly Chavers - Executive Director, IndyHub - Ms. Chavers is representative of a community perspective regarding education. As Executive Director of IndyHub, she has a passion for improving educational opportunities to young adults within the community. Chuck Bradenburg - Director of Special Projects and Grants, United Way - Mr. Bradenburg is representative of a community perspective regarding healthy living. As a Director at United Way, he works for an organization that believes in helping people learn more, earn more, and lead safe and healthy lives, as well as creates programs to assist in those goals, especially for the underserved populations. Stacey Chappell - Health Promotion Coordinator, HealthNet - As a health promotion coordinator, Ms. Chappell has a great understanding surrounding health issues and needs in the community, especially for the low-income/underserved populations. Dr. Lawrence Reed - Director, IU Health Methodist Hospital Trauma - Dr. Reed is representative of a perspective regarding community injury prevention and emergency room ("ER") use. As director of Trauma Services at IU Health Methodist Hospital, he has great knowledge surrounding ER admissions, the misuse of the ER, and the underserved population. Katie Jones - Director, Violence Prevention Program, Indiana State Department of Health - Ms. Jones is representative of a community perspective regarding injury prevention. As director of a violence prevention program, she has extensive knowledge surrounding potential causes of violent injuries, as well as how to prevent them. Morgan McGill - Director, Office of Women's Health - Ms. McGill is representative of minority populations, especially underserved women. As Director of the Office of Women's Health within the Indiana State Department of Health, she has extensive knowledge regarding the health of women, the issues surrounding it, and ways to improve it. Dr. Jay Gladden - Dean, IUPUI School of Physical Education and Tourism Management - Dr. Gladden is representative of a community perspective toward obesity prevention and promoting physical activity. As Dean of the IUPUI Physical Education program, he has extensive knowledge in healthcare issues particularly surrounding obesity prevention. Mary McKee - Director, Public Health Practice, Marion County Public Health Department ("MCPHD") - As director of the MCPHD, Ms. McKee has direct knowledge of public health needs in Marion County, including low income and underserved populations. Joenne Pope - Manager, After-School and Summer Programs, IndyParks - Ms. Pope is representative of a community perspective regarding children's health. As manager of after-school programs, she is knowledgeable of issues and factors that surround children's health outcomes and physical activity. Jenny Boyts - Community Coordinator, Challenge Foundation Academy - Ms. Boyts is representative of a community perspective regarding children's health and education. As community coordinator, she is knowledgeable in children's health and well-being within the community. Charlie Schlegal - Principal, Challenge Foundation Academy - Mr. Schlegal is representative of a community perspective regarding children's health and education. As a principal, he is knowledgeable of children's health and well-being within the community. Upon arrival to the focus group, participants were asked to list five health needs, which should be prioritized in their opinion, for the Marion County community served by IU Health Academic Health Center. These responses were collected and aggregated into a comprehensive list of identified needs to be further discussed later in the session and ranked for severity of need within the community. IU Health facilitators then provided participants with a presentation featuring the mission of IU Health, current outreach priorities, and local health data, including demographics, insurance information, poverty rates, county health rankings, causes of death, physical activity, chronic conditions, preventive behaviors, and community needs index. Upon completion of the data presentation, IU Health facilitated a discussion on the comprehensive list of identified needs from earlier in the session. The objective of this method was intended to inspire candid discussions prior to a second identification of five prioritized health needs by each participant. The votes on the five prioritized health needs were tallied and final input from the group was encouraged during this process in order to validate the previously identified needs. Following additional discussion, participants were also asked to address what they thought the role of the IU Health Academic Health Center could be in meeting the local health needs. To obtain a more complete picture of the factors that play into the IU Health Saxony Hospital community's health, input from local health leaders in Hamilton County was gathered through two separate focus group sessions. The first live group session lasted two hours and was held at IU Health North Hospital and the second session was held via conference call. IU Health facilitators mailed letters 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. The goal of soliciting these leaders' feedback was to gather insights into the quantitative data that may not be easily identified from the secondary statistical data alone. Attendees who participated in the focus group included: Mo Merhoff - President, Carmel Chamber of Commerce - Mr. Merhoff is representative of a community perspective toward healthy living. As President of the Chamber of Commerce, he lobbies for policies affecting the health and well-being of the community. Mark Hulett - Emergency Medical Services ("EMS") Division Chief, City
Schedule H, Part V, Section B, Line 4 - CHNA Conducted with Other Hosp.Indiana University Health, Inc. ("IU Health") conducted a Community Health Needs Assessment ("CHNA") for its IU Health Saxony Hospital location in conjunction and collaboration with Indiana University Health North Hospital, Inc. ("IU Health North Hospital"). IU Health Saxony Hospital and IU Health North Hospital are both located in Hamilton County and serve a community with similar and overlapping health needs.
Schedule H, Part V, Section B, Line 7 - Addressing Identified NeedsIndiana University Health, Inc. ("IU Health") prioritized and determined which of the community health needs identified in its most recently conducted Community Health Needs Assessments ("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. Based upon the Hanlon Method of prioritization, IU Health selected the following five needs to be addressed for the IU Health Academic Health Center and IU Health Saxony Hospital: - Access to Healthcare - Behavioral Health - Obesity Prevention - PreK-12 Education - Women's Health and Family Planning Also, based upon the Hanlon Method of prioritization, the following identified community health needs were not chosen as one of the needs to be addressed: - Tobacco Prevention and Cessation - Prenatal Care - Poverty - Health Literacy 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. The identified community need of prenatal care was reviewed and after completing a gap analysis, it was determined there are a number of local organizations working to address this community need such as the Nurse Family Partnership, HealthNet, and Indianapolis Healthy Start. Although IU Health has not selected poverty as one of the top five community health needs for it to address in its CHNA implementation strategy, IU Health does focus many of its community outreach efforts on those living in poverty. Additionally, the high quality care and assistance IU Health provides to patients and community members that are unable to pay also helps to serve individuals in need. Lastly, the goal of IU Health's focus on PreK-12 Education is to help future generations gain access to better education to prepare them to have a successful academic experience and improve their quality of life and health outcomes. While health literacy was not specifically chosen, IU Health is addressing health literacy through Access to Healthcare and PreK-12 Education initiatives. IU Health's Access to Healthcare initiatives and programs are designed for those with at least a 6th grade reading level and team members are using techniques like "teach back" to ensure community members clearly understand directions for improving their health. Additionally, improved health literacy will occur by improving education and student outcomes as community members increase their education level and health literacy.
Schedule H, Part V, Section B, Line 14g - Other Measures to PublicizeIndiana University Health, Inc. ("IU Health") goes to great lengths to ensure patients know that it treats all patients regardless of their ability to pay. Although a complete copy of the financial assistance policy is not attached to each patient statement, a plain language summary is included instead. Additionally, on the back of each patient statement is a telephone number that allows patients to ask any questions about the policy and request financial assistance.
FieldValueIRS element (for citing)
Facility69FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (69 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeFacilityFacilityTxt
BALL OUTPATIENT SURGERY CENTER
2525 W UNIVERSITY STE 200MUNCIEIN47303AMBULATORY SURGERY
BELTWAY ENDOSCOPY CENTER - SPRINGMILL
200 W 103RD ST STE 2400INDIANAPOLISIN46290AMBULATORY SURGERY
BELTWAY SURGERY CENTERS
151 N PENNSYLVANIA PKWYINDIANAPOLISIN46280AMBULATORY SURGERY
BELTWAY SURGERY CENTERS - SPRINGMILL
200 W 103RD STINDIANAPOLISIN46280AMBULATORY SURGERY
EAGLE HIGHLANDS SURGERY CENTER
6850 PARKDALE PLACEINDIANAPOLISIN46254AMBULATORY SURGERY
INDIANA ENDOSCOPY CENTERS
10967 ALLISONVILLE RD STE 100FISHERSIN46038AMBULATORY SURGERY
INDIANA ENDOSCOPY CENTERS
1115 RONALD REAGAN PKWY STE 347AVONIN46123AMBULATORY SURGERY
INDIANA ENDOSCOPY CENTERS
1801 N SENATE BLVD STE 401INDIANAPOLISIN46202AMBULATORY SURGERY
RILEY OUTPATIENT SURGERY CENTER
702 BARNHILL DR STE 0201INDIANAPOLISIN46202AMBULATORY SURGERY
SENATE STREET SURGERY CENTER
1801 N SENATE BLVDINDIANAPOLISIN46202AMBULATORY SURGERY
IU HEALTH BARIATRIC & MED WEIGHT LOSS
6640 INTECH BLVD STE 300INDIANAPOLISIN46278BARIATRIC AND MEDICAL WEIGHT LOSS
IU MEL & BREN SIMON CANCER CENTER
1030 W MICHIGAN STINDIANAPOLISIN46202CANCER CARE
IU HEALTH CARDIOVASCULAR TESTING
10967 ALLISONVILLE RD STE 240FISHERSIN46038CARDIOVASCULAR
IU HEALTH CARDIOVASCULAR TESTING
11725 ILLINOIS ST STE LL050CARMELIN46032CARDIOVASCULAR
IU HEALTH CARDIOVASCULAR TESTING
1210B MEDICAL ARTS BLVD STE 144ANDERSONIN46011CARDIOVASCULAR
IU HEALTH CARDIOVASCULAR TESTING
13100 E 136TH ST STE 300FISHERSIN46037CARDIOVASCULAR
IU HEALTH CARDIOVASCULAR TESTING
8075 N SHADELAND AVE STE 350INDIANAPOLISIN46250CARDIOVASCULAR
IU HEALTH CARDIOVASCULAR SURGEONS
1701 N SENATE BLVD STE 755INDIANAPOLISIN46202CARDIOVASCULAR
IU HEALTH CARDIOVASCULAR SURGEONS
707 W 2ND STBLOOMINGTONIN47401CARDIOVASCULAR
IU HEALTH CARDIOVASCULAR SURGEONS
637 S WALKER ST STE 2BLOOMINGTONIN47403CARDIOVASCULAR
EAST WASHINGTON TIMESHARE
9670 E WASHINGTON ST STE 110INDIANAPOLISIN46229DIAGNOSTIC AND OTHER MEDICAL
GEORGETOWN TIMESHARE
4880 CENTURY PLAZA RD STE 170INDIANAPOLISIN46254DIAGNOSTIC AND OTHER MEDICAL
IU HEALTH GEORGETOWN MEDICAL PLAZA
4880 CENTURY PLAZA RDINDIANAPOLISIN46254DIAGNOSTIC AND OTHER MEDICAL
IU HEALTH METHODIST MEDICAL PLAZA BBURG
1375 N GREEN ST STE 200BROWNSBURGIN46207DIAGNOSTIC AND OTHER MEDICAL
IU HEALTH METHODIST MEDICAL PLAZA EHGH
6850 PARKDALE PLINDIANAPOLISIN46254DIAGNOSTIC AND OTHER MEDICAL
IU HEALTH METHODIST MEDICAL PLAZA EAST
9660 E WASHINGTON STINDIANAPOLISIN46229DIAGNOSTIC AND OTHER MEDICAL
IU HEALTH METHODIST MEDICAL PLAZA NORTH
151 PENNSYLVANIA PKWYCARMELIN46280DIAGNOSTIC AND OTHER MEDICAL
IU HEALTH METHODIST MEDICAL PLAZA SOUTH
8820 S MERIDIAN STINDIANAPOLISIN46217DIAGNOSTIC AND OTHER MEDICAL
IU HEALTH METHODIST MEDICAL TOWER
1633 N CAPITOL AVEINDIANAPOLISIN46202DIAGNOSTIC AND OTHER MEDICAL
IU HEALTH SPRING MILL OUTPATIENT CENTER
200 W 103RD ST STE 1200INDIANAPOLISIN46290DIAGNOSTIC AND OTHER MEDICAL
METHODIST MEDICAL PLAZA - GLENDALE
2620 KESSLER BLVD EINDIANAPOLISIN46220DIAGNOSTIC AND OTHER MEDICAL
NORTH MERIDIAN TIMESHARE
201 PENNSYLVANIA PKWY STE 305INDIANAPOLISIN46280DIAGNOSTIC AND OTHER MEDICAL
SOUTH 31 TIMESHARE
8820 S MERIDIAN ST STE 230INDIANAPOLISIN46217DIAGNOSTIC AND OTHER MEDICAL
IU HEALTH DIALYSIS
2140 N CAPITOL AVEINDIANAPOLISIN46202DIALYSIS
IU HEALTH HOME DIALYSIS CENTER
8830 N MERIDIAN STINDIANAPOLISIN46260DIALYSIS
IU HEALTH CHARIS EATING DISORDER CLINIC
6640 INTECH BLVD STE 195INDIANAPOLISIN46278EATING DISORDERS
IU HEALTH HOME CARE
1411 W COUNTY LINE RDGREENWOODIN46142HOME HEALTH CARE
IU HEALTH HOME CARE
1828 N ILLINOIS STINDIANAPOLISIN46202HOME HEALTH CARE
IU HEALTH HOME CARE
202 S WEST STTIPTONIN46072HOME HEALTH CARE
IU HEALTH HOME CARE
702 N ILLINOIS STINDIANAPOLISIN46204HOME HEALTH CARE
CAPITAL NEUROLOGY
201 PENNSYLVANIA PKWY STE 300INDIANAPOLISIN46280NEUROLOGY
EAST RETAIL PHARMACY
9650 E WASHINGTON STINDIANAPOLISIN46229PHARMACY
GEORGETOWN RETAIL PHARMACY
4880 CENTURY PLAZA RD STE 150INDIANAPOLISIN46254PHARMACY
SOUTH RETAIL PHARMACY
8820 S MERIDIAN ST STE 105INDIANAPOLISIN46217PHARMACY
IU HEALTH FISHERS RADIOLOGY
10995 ALLISONVILLE RD STE 100BFISHERSIN46038RADIOLOGY
IU HEALTH BALL MEMORIAL HOSPITAL LAB
2401 W UNIVERSITY AVEMUNCIEIN47303REFERENCE LABORATORY
IU HEALTH REHABILITATION
6820 PARKDALE PL STE 120INDIANAPOLISIN46254REHABILITATION
IU HEALTH ARNETT SLEEP APNEA ED CENTER
3900 MCCARTY LN STE 102LAFAYETTEIN47909SLEEP DISORDERS
IU HEALTH BALL MEMORIAL SLEEP APNEA ED
6000 W KILGORE AVE STE AMUNCIEIN47304SLEEP DISORDERS
IU HEALTH BEDFORD SLEEP APNEA ED CENTER
1502 CLINIC DRBEDFORDIN47421SLEEP DISORDERS
IU HEALTH HOWARD SLEEP APNEA ED CENTER
829 N DIXON RDKOKOMOIN46901SLEEP DISORDERS
IU HEALTH SLEEP APNEA ED CTR AT INDPLS
714 N SENATE AVE STE 120INDIANAPOLISIN46202SLEEP DISORDERS
IU HEALTH SLEEP LAB
714 N SENATE AVE STE 120INDIANAPOLISIN46202SLEEP DISORDERS
SLEEP APNEA ED CTR AT IU HEALTH NORTH
11590 N MERIDIAN ST STE 410CARMELIN46032SLEEP DISORDERS
SLEEP APNEA ED CTR AT IU HEALTH WEST
1115 N RONALD REAGAN PKWY 371AVONIN46123SLEEP DISORDERS
SLEEP DISORDERS CTR AT IU HEALTH NORTH
11590 N MERIDIAN ST STE 410INDIANAPOLISIN46032SLEEP DISORDERS
IU HEALTH SPORTS PERFORMANCE
1402 CHASE CTCARMELIN46032SPORTS PERFORMANCE
IU HEALTH CHILDREN'S THERAPY CENTER
4935 W ARLINGTON RDBLOOMINGTONIN47408THERAPY
IU HEALTH MINUTE CLINIC
8766 E 96TH STFISHERSIN46038IMMEDIATE CARE
IU HEALTH NEUROSCIENCE CENTER
355 W 16TH STINDIANAPOLISIN46202NEUROSCIENCE CENTER OF EXCELLENCE
IU HEALTH OCCUPATIONAL SERVICES
1101 SOUTHEASTERN AVEINDIANAPOLISIN46202OCCUPATIONAL THERAPY
RILEY HOSPITAL SPECIALTY CARE
211 N EDDY STSOUTH BENDIN46617DIAGNOSTIC AND OTHER MEDICAL
BELTWAY SURGERY CENTERS - GLEN LEHMAN
550 N UNIVERSITY BLVD STE 4100INDIANAPOLISIN46202AMBULATORY SURGERY
IU HEALTH SAXONY SURGERY CENTER
13100 E 136TH STFISHERSIN46060AMBULATORY SURGERY
IU HEALTH NORTH HOSPITAL LAB
11700 N MERIDIAN STCARMELIN46032REFERENCE LABORATORY
IU HEALTH WEST HOSPITAL LAB
1111 N RONALD REAGAN PKWYAVONIN46123REFERENCE LABORATORY
IU HEALTH LAPORTE HOSPITAL LAB
1007 LINCOLNWAYLAPORTEIN46350REFERENCE LABORATORY
IU HEALTH ARNETT HOSPITAL LAB
5165 MCCARTY LNLAFAYETTEIN47905REFERENCE LABORATORY
IU HEALTH CARDIOVASCULAR TESTING
6920 PARKDALE PLINDIANAPOLISIN46254CARDIOVASCULAR

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part I, Line 3c - Other Factors Used in Determining Elig.Eligibility for financial assistance is determined based upon a patient's household income and number of members in the household. A patient is eligible for financial assistance, when the patient's: - Household income is equal to or less than 400% of the Federal Poverty Guidelines ("FPG"); or - Household income is greater than 400% of the FPG, the patient is an uninsured patient, and qualifies based on an established sliding scale. Patients in the following categories are presumed to be eligible for financial assistance, without a determination of household income: - Patients whose financial need has been determined by the following third parties: Wishard, Project Health, Children's Special Health Care Services, Medicaid, or Out-of-State Medicaid; - Patients who are pending Medicaid approval; - Homeless patients; and - Patients who have a hospital bill with a maximum balance to be determined by the Executive Director of Revenue Cycle Services and who meet credit scoring and asset determination criteria. Additional requirements for eligibility include: - For patients/guarantors who are otherwise eligible for Financial Assistance and whose hospital and/or physician liability is greater than $60,000, Indiana University Health, Inc. ("IU Health") may review available assets in determining eligibility and amount of Financial Assistance provided. This dollar threshold may be increased annually based on IU Health price increases and at the discretion of Revenue Cycle Leadership. - Financial assistance may be granted to patients/guarantors who qualify for government programs when funding has been delayed. If later government assistance is approved, the financial assistance awarded will be reversed. This includes, but is not limited to, when a patient's account is pending Medicaid approval. - Financial Assistance may be granted to a deceased patient whose estate has been determined to be without valuable assets. - Financial assistance will not be granted to non-consolidated patient statements of patients that have a physician bill with a balance less than $240.00. - IU Health will deny financial assistance for any patient/guarantor who falsifies any portion of an application. - All third party resources and non-hospital financial aid programs, including public assistance available through Medicaid, must be exhausted before financial assistance will be awarded.
Schedule H, Part I, Line 7, Column (f) - Bad Debt ExpenseThe amount of bad debt expense subtracted for purposes of calculating the percentage of total expense on Line 7, column (f) is $105,185,695. This amount includes the bad debt expense reported on Form 990, Part IX, Line 25, column (A), and Indiana University Health, Inc.'s portion of the bad debt attributable to the joint ventures reported on Schedule H, Part IV.
Schedule H, Part I, Line 7 - 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 does not include direct offsetting revenue, is 35.57%.
Schedule H, Part I, Line 7g - Subsidized Health ServicesIndiana University Health, Inc. does not include any costs associated with physician clinics as subsidized health services.
Schedule H, Part II - Promotion of Health in Communities ServedIndiana University Health, Inc. ("IU Health") participates in a variety of community-building activities that address the social determinants of health in the communities it serves. IU Health and its related hospital entities across the State of Indiana ("IU Health Statewide System") invest in economic development efforts across the state, collaborate with like-minded organizations through coalitions that address key issues, and advocate for improvements in the health status of vulnerable populations. This includes making contributions to community-building activities by providing investments and resources to local community initiatives that addressed economic development, community support and workforce development. Several examples include IU Health's 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: - College Mentors for Kids - Starfish Initiative - Teach for America - United Way Additionally, through the IU Health Statewide System's 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. For example, in 2013, almost 80 team members from IU Health gathered to help build a new home for a family as part of a Habitat for Humanity build event.
Schedule H, Part III, Line 2 - Methodology Used to Est. Bad Debt Exp.The bad debt expense of $37,609,087 reported on Schedule H, Part III, Line 2 is reported at cost, as calculated using the cost to charge ratio methodology.
Schedule H, Part III, Line 4 - Bad Debt ExpenseThe provision for uncollected patient accounts, for all payors, is recognized when services are provided based upon management's 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 the review are then used to make any modifications to the provision for uncollected patient accounts and the allowance for uncollectible accounts. In addition, Indiana University Health, Inc. ("IU Health") 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 IU Health and, in certain cases, are reclassified to charity care if deemed to otherwise meet financial assistance policies of IU Health.
Schedule H, Part III, Line 8 - Medicare ShortfallThe Medicare shortfall reported on Schedule H, Part III, Line 7 is calculated, in accordance with the Form 990 instructions, using "allowable costs" from the Indiana University Health, Inc. ("IU Health") Medicare Cost Report. "Allowable costs" for Medicare Cost Report purposes 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 the 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 PolicyIf a patient cannot satisfy standard payment expectations, a financial assistance screening process for alternative sources of balance resolution is completed. Those resolutions may include a discount on charges, Medicaid enrollment, interest-free loan or application for financial assistance. If a patient does not apply for financial assistance but otherwise meets the financial assistance guidelines established by Indiana University Health, Inc. ("IU Health"), IU Health will waive charges and treat the cost of services as financial assistance.
Schedule H, Part VI, Line 2 - Needs AssessmentCommunities are multifaceted and so are their health needs. Indiana University Health, Inc. ("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 Community Health Needs Assessment ("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, the Centers for Disease Control and Prevention and the United Way of Central Indiana.
Schedule H, Part VI, Line 3 - Patient Education of Eligibility for Assist.Indiana University Health, Inc. ("IU Health") goes to great lengths to ensure patients know that it treats all patients regardless of their ability to pay. IU Health shares financial assistance information with patients during the admission process, billing process, and online. Helping patients understand that financial support for their care is available is a part of IU Health's commitment to its mission. IU Health's financial assistance policy exists to serve those in need by providing financial relief to patients who ask for assistance after care has been provided. 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 Health's financial assistance program. Financial counselors are onsite to assist with financial concerns or questions during the patient's stay. Patient Financial Services Customer Service representatives are also available after the patient's 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. A plain language summary of the financial assistance policy is printed on the back of each patient statement, while the financial assistance application is mailed to all IU Health patients with a patient balance due after insurance. Additionally, on the back of each patient statement is a telephone number that allows patients the ability to request financial assistance. Uninsured patients are also made aware of this process at the time of registration. The IU Health website has a page (http://iuhealth.org/helpwithbills) dedicated to financial assistance and offers an online application and telephone numbers for customer service representatives to assist with the application process. IU Health has an expansive financial assistance policy which utilizes the federal poverty guidelines to determine eligibility. The goal is to make access to quality care within a patient's reach. The IU Health Financial Assistance policy provides the following support to patients that qualify: - Free care for those earning up to 200 percent of federal poverty guidelines; - Discounted care on a sliding scale for families earning from 200 to 400 percent of federal poverty guidelines; and - Discounted care on a sliding scale for uninsured families earning from 400 to 650 percent of federal poverty guidelines, and - Financial assistance to patients whose health insurance coverage, if any, does not provide full coverage for all of their medical expenses and whose medical expenses would make them indigent if they were forced to pay full charges. Patients are guided through their course of care with particular sensitivity, reviewing changing circumstances and allowing for financial assistance at any point during the relationship and billing process. For those inpatients that may qualify for the Medicaid program and have not applied, IU Health financial counselors will assist patients with the Medicaid application. If a patient does not apply for financial assistance, but meets the financial assistance guidelines established by IU Health, IU Health will waive charges and treat the cost of services as financial assistance.
Schedule H, Part VI, Line 4 - Community InformationIndiana University Health, Inc. ("IU Health") serves a large geographic area in Central Indiana. In completing a Community Health Needs Assessment ("CHNA") for each of its 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 Methodist Hospital Service Area Counties: Marion, Hendricks, Johnson, Morgan, Hamilton, Madison, Hancock, Shelby, and Boone. 75% of the inpatient discharge population resides in Marion (64%), Hendricks (4%), Johnson (3%), Morgan (2%), and Hamilton (2%) counties. 43% of community discharges were for patients with Medicare, 24% were for patients with Medicaid, 21% were for patients with commercial insurance, 8% for were for self-pay (uninsured) patients, and 4% was for other. IU Health University Hospital Service Area Counties: Marion, Hendricks, Hamilton, Johnson, Morgan, Delaware, Allen, Madison, Vigo, Tippecanoe, St. Joseph, Monroe, Bartholomew, Lake, Elkhart, Hancock, Grant, Howard, Vanderburgh, Wayne, Jackson, Henry, and Putnam. 32% of the inpatient discharge population resides in Marion County while the other 68% is distributed fairly evenly across 91 other counties in the state of Indiana. 39% of community discharges were for patients with Medicare, 35% were for patients with commercial insurance, 16% were for patients with Medicaid, 4% were for self-pay (uninsured) patients, and 6% was for other. Riley Hospital for Children at IU Health Service Area Counties: Marion, Johnson, Lake, Hendricks, Hamilton, Morgan, Madison, Delaware, St. Joseph, Tippecanoe, Allen, Elkhart, Bartholomew, Vanderburgh, Vigo, Hancock, Wayne, Monroe, Jackson, Shelby, and La Porte. 35% of the total inpatient discharge population resides in Marion County while the other 65% is distributed fairly evenly across 89 other counties in the state of Indiana. 59% of community discharges were for patients with Medicaid, 36% were for patients with commercial insurance, 3% were for self-pay (uninsured) patients, 1% was for patients with Medicare, and 1% was for other. IU Health Saxony Hospital Service Area Counties: Marion, Hamilton, Boone, Hendricks, Hancock, Madison, and Tipton. 80% of the IU Health Saxony inpatient discharge population resides in Hamilton (28%), Marion (24%), Madison (8%), Hancock (8%), Decatur (6%), and Boone (6%) counties. 57% of community discharges were for patients with Medicare, 32% were for patients with commercial insurance, 5% were for patients with Medicaid, 3% were for self-pay (uninsured) patients, and 3% was for other.
Schedule H, Part VI, Line 5 - Promotion of Community HealthAs an academic health center, Indiana University Health, Inc. ("IU Health") and the Indiana University School of Medicine work together to train physicians in an exceptional environment, blending breakthrough research and treatments with the highest quality of patient care. In 2013, more than 1,170 interns, residents and fellows received training in IU Health hospitals. IU Health is committed to improving the health and safety of the communities it serves across Indiana. From bike helmet fittings to cancer support groups to diabetes management, IU Health takes its unique and state-of-the-art resources beyond its hospital doors and onto the front steps of Indiana communities.
Schedule H, Part VI, Line 6 - Affiliated Health Care SystemIndiana University Health, Inc. ("IU Health") continues to broaden its reach and positive impact by expanding top quality health care throughout the state of Indiana. IU Health and its related hospital entities ("IU Health Statewide System") are Indiana's most comprehensive healthcare system. A unique partnership with the Indiana University School of Medicine ("IU School of Medicine"), one of the nation's 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. - Named to the 2013-2014 U.S. News & World Report's Best Hospitals Honor Roll, their highest distinction. - Eleven adult clinical programs ranked among the top 50 national programs in U.S. News & World Report - Ten pediatric clinical programs ranked among the top 50 national programs in the U.S. News & World Report 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 Indiana's most comprehensive academic health center and consists of IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital. Other hospitals in the IU Health Statewide System include the following: - IU Health Arnett Hospital - IU Health Ball Memorial Hospital - IU Health Bedford Hospital - IU Health Blackford Hospital - IU Health Bloomington Hospital - IU Health Goshen Hospital - 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 Indiana's overall health. A comprehensive community outreach strategy and community benefit plan is in place that encompasses the academic medical center downtown Indianapolis, suburban Indianapolis and statewide entities around priority areas that focus on health improvement efforts statewide. IU Health is keenly aware of the positive impact it can have on the communities of need in the state of Indiana by focusing on the most pressing needs in a systematic and strategic way. 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 outreach priority. Tackling the issue of obesity in the communities IU Health serves, the fifth annual Day of Service in 2013 focused on leaving behind key physical assets to help meet a statewide need for more venues for physical activity and recreation. During the 2013 Day of Service: - More than 1,500 IU Health team members gave their time to improve walking trails and park assets, which serve more than 63,000 residents across the state. - 19 community parks were enhanced; IU Health team members spread mulch around play equipment to help ensure safety; put fresh coats of paint on park structures; and improved landscaping to boost aesthetic appeal. - 40 fitness stations were installed to provide community members opportunities for fitness at parks. - 300 sports balls were inflated and donated to the Indiana Sports Corporation to give more children equipment to support play and physical activity. - IU Health Physicians also hosted a Day of Service called "Give Back Day," featuring 15 interactive stations located along a walking path that promoted fun, health-related family-friendly activities. Participants enjoyed "walk with a doc," yoga, volleyball, cardio drumming and Zumba. The event also featured a taste test of healthy snacks. Fifty-two team members from IU Health Physicians, including 27 physicians, volunteered their time to engage in healthy activities with fellow community members. Kindergarten Countdown As one of IU Health's 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. Clinical Research Clinical trials are conducted at the following IU Health locations: Academic Health Center (IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children at IU Health), IU Health Arnett Hospital, IU Health Bloomington Hospital, IU Health La Porte Hospital, IU Health North Hospital, IU Health Saxony Hospital and IU Health West Hospital. There were approximately 2,200 clinical trials conducted in 2013 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 2013, 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 the five 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: Veggies and Vaccines Leveraging existing partnerships from the successful IU Health Garden on the
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 Saxony Hospital 13000 E. 136th St. Fishers, IN 46037 http://iuhealth.org/saxony/

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
INDIANA UNIVERSITY SCHOOL OF MEDICINE
714 N SENATE AVEINDIANAPOLISIN46202356001673501(C)(3)$55,500,000$0N/AN/ARESEARCH SUPPORT
METHODIST RESEARCH INSTITUTE INC
950 N MERIDIAN STINDIANAPOLISIN46204351007590501(C)(3)$1,920,752$0N/AN/ARESEARCH SUPPORT
HEALTHNET INC
3401 RAYMOND STINDIANAPOLISIN46203351579827501(C)(3)$254,000$0N/AN/AGENERAL SUPPORT
METHODIST HEALTH FOUNDATION INC
1800 N CAPITOL AVEINDIANAPOLISIN46202356043086501(C)(3)$248,084$0N/AN/AGENERAL SUPPORT
UNITED METHODIST FOUNDATION OF INDIANA INC
8401 FISHERS CENTER DRFISHERSIN46038237258100501(C)(3)$102,500$0N/AN/AREJUVENATE PROGRAM
CENTRAL INDIANA CORPORATE PARTNERSHIP INC
111 MONUMENT CIRCLEINDIANAPOLISIN46204352065459501(C)(6)$60,000$0N/AN/AGENERAL SUPPORT
INDIANA UNIVERSITY FOUNDATION
1110 W MICHIGAN STINDIANAPOLISIN46202356018940501(C)(3)$25,000$0N/AN/ASEE PART IV
INDIANAPOLIS PARKS FOUNDATION INC
615 N ALABAMA STINDIANAPOLISIN46204351860468501(C)(3)$25,000$0N/AN/AGENERAL SUPPORT
INDIANAPOLIS MEDICAL SOCIETY FOUNDATION INC
631 E NEW YORK STINDIANAPOLISIN46202351810091501(C)(3)$25,000$0N/AN/APROJECT HEALTH
CROSSROADS COUNCIL BOY SCOUTS OF AMERICA INC
7125 FALL CREEK RDINDIANAPOLISIN46256350867962501(C)(3)$24,000$0N/AN/AGENERAL SUPPORT
UNITED WAY OF CENTRAL INDIANA INC
PO BOX 88409INDIANAPOLISIN46208351007590501(C)(3)$15,000$0N/AN/AGENERAL SUPPORT
INDIANAPOLIS DOWNTOWN INC
111 MONUMENT CIRCLEINDIANAPOLISIN46204351877771501(C)(3)$15,000$0N/AN/AGENERAL SUPPORT
ACTION FOR HEALTHY KIDS INC
600 W VAN BURENCHICAGOIL60607470902020501(C)(3)$10,000$0N/AN/AAWARD PROGRAM
HABITAT FOR HUMANITY OF GREATER INDIANAPOLIS INC
1011 E 22ND STINDIANAPOLISIN46202351715910501(C)(3)$10,000$0N/AN/APANEL BUILD/FLOORING
AMERICAN KIDNEY FUND INC
11921 ROCKVILLE PIKEROCKVILLEMD20852237124261501(C)(3)$10,000$0N/AN/AHIPP PROGRAM
TEACH FOR AMERICA INC
1630 N MERIDIAN STINDIANAPOLISIN46202133451913501(C)(3)$10,000$0N/AN/AGENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSEE PART IVGrantTypeTxt
Recipient2RecipientCnt
Cash Grant$133,333CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2 - Org.'s Proc. for Mon. the Use of Grant FundsAlthough Indiana University Health, Inc. does not monitor the use of grant funds once distributed, through due diligence the organization has reasonably confirmed that the entities to which the contributions are made are highly reputable in the community and use the funds for the purposes intended.
Schedule I, Part II, Line 7, Column (h) - Purpose of Grant or AssistanceIndiana University Health, Inc. ("IU Health") made a contribution to Indiana University Foundation ("IU Foundation"), the amount of which was used by IU Foundation to offset a portion of its expenses incurred for the retirement celebration held for D. Craig Brater, M.D., Dean of the Indiana University School of Medicine.
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 Indiana University Health, Inc. to Indiana University School of Medicine to support two management positions.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Payments For Use Of ResidenceYes (X)PaymentsForUseOfResidenceInd
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 (26 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/PRESIDENT & CEO$1,054,492$0$301,421$0$112,206$0$533,606$0$29,361$0$2,031,086$0$0$0
JAMES E LINGEMAN MD
DIRECTOR$19,750$908,560$0$10,000$0$19,272$0$17,850$0$0$19,750$955,682$0$0
RYAN C KITCHELL
TREASURER/EVP & CFO$635,049$0$104,128$0$44,113$0$135,683$0$29,345$0$948,318$0$0$0
MARY BETH CLAUS
SECRETARY/SVP, GC & CCO$389,921$0$0$0$3,154$0$91,220$0$9,095$0$493,390$0$0$0
DENNIS M MURPHY
EVP & COO (PARTIAL YEAR)$399,559$0$400,000$0$15,503$0$101,789$0$12,927$0$929,778$0$0$0
JAMES G TERWILLIGER
INTERIM EVP & COO$472,784$0$120,403$0$22,349$0$108,484$0$25,975$0$749,995$0$0$0
RICHARD F GRAFFIS MD
EVP & CME (PARTIAL YEAR)$173,973$0$0$0$18,917$0$13,171$0$5,325$0$211,386$0$0$0
JOHN C KOHNE MD
INTERIM EVP & CME$282,361$137,365$71,469$34,769$55,749$27,121$14,141$6,879$18,077$8,794$441,797$214,928$0$0
LINDA Q EVERETT RN
EVP & CNE$489,877$0$0$0$112,378$0$21,020$0$24,671$0$647,946$0$0$0
ERIC S WILLIAMS MD
EVP, ACADEMIC & MEDICAL AFF.$247,619$118,546$0$0$0$2,828$0$3,560$0$650$247,619$125,584$0$0
JEFFREY L SPERRING MD
PRESIDENT & CEO (RH)$398,360$0$49,222$0$3,258$0$92,806$0$22,578$0$566,224$0$0$0
JONATHAN R GOBLE
PRESIDENT & CEO (SAX)$175,493$263,240$53,704$80,555$7,818$11,728$36,322$54,483$13,403$20,105$286,740$430,111$0$0
MARILYN L COX RN
SVP & CNO (RH)$204,871$0$14,282$0$1,748,867$0$16,848$0$12,132$0$1,997,000$0$690,522$0
LINDA K CHASE RN
VP & CNO (MH)$226,447$0$0$0$1,806$0$19,105$0$20,568$0$267,926$0$0$0
LORI L KNARR RN
VP & CNO (UH)$205,435$0$10,875$0$9,886$0$0$0$25,682$0$251,878$0$0$0
DAWN MOORE-JEFFERSON
VP & CPO (PARTIAL YEAR)$217,094$0$28,802$0$9,426$0$19,057$0$10,306$0$284,685$0$0$0
JAMES A JORGENSON
VP & CPO (PARTIAL YEAR)$49,602$0$0$0$121,521$0$3,068$0$13,853$0$188,044$0$0$0
NATHAN D LAMBERT MD
STAFF PHYSICIAN (HPI)$678,828$0$20,000$0$54$0$21,020$0$27,922$0$747,824$0$0$0
LAWRENCE S KLEIN MD
STAFF PHYSICIAN (HPI)$652,752$0$0$0$19,187$0$21,020$0$20,665$0$713,624$0$0$0
BLAIR S MACPHAIL MD
STAFF PHYSICIAN (HPI)$643,079$0$0$0$19,306$0$21,020$0$33,508$0$716,913$0$0$0
EDWARD A HARLAMERT MD
STAFF PHYSICIAN (HPI) (PART.)$548,890$260,246$0$0$1,204$18,102$21,020$0$18,225$10,853$589,339$289,201$0$0
STEVEN L WANTZ
SVP, ADMIN. & COS$390,793$0$97,157$0$27,394$0$92,966$0$29,508$0$637,818$0$0$0
MARVIN G PEMBER
FORMER SVP & CFO$0$0$0$0$5,087,068$0$0$0$0$0$5,087,068$0$3,806,817$0
NORMAN G TABLER JR
FORMER SECRETARY/SVP, GC & CCO$36,486$0$97,211$0$402,762$0$3,487$0$20,229$0$560,175$0$368,267$0
KELLY L BRAVERMAN
SENIOR EXECUTIVE$209,592$0$14,925$0$367$0$16,777$0$0$0$241,661$0$0$0
DEBRA L UHL
FORMER COO (UH)$0$0$0$0$295,634$0$0$0$5,319$0$300,953$0$283,587$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a - Travel, Housing, and Bus. Use of ResidenceIndiana University Health, Inc. ("IU Health") provided two executives listed on Form 990, Part VII, Section 1, Line 1a with charter flights for certain trips that were justified by business need. The travel was not treated as taxable compensation as the flights were business related. Charter travel was made available to certain executives and employees on a limited basis for a demonstrated business need. IU Health provided for security services at the personal residence of Daniel F. Evans, Jr. The cost was not treated as taxable compensation as the services were determined to be a business expense of IU Health rather than personal in nature. IU Health provided for temporary housing arrangements that served as a personal residence for Dennis M. Murphy. The cost of the arrangements was included as taxable compensation.
Schedule J, Part I, Line 4a - Severance or Change-of-Control PaymentsNorman G. Tabler, Jr. received 2013 severance of $368,267 from Indiana University Health, Inc. ("IU Health"). This amount is included in column b (iii), other reportable compensation. James A. Jorgenson received 2013 severance of $119,673 from IU Health. This amount is included in column b (iii), other reportable compensation. Debra L. Uhl received 2013 severance of $293,828 from IU Health. 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, James G. Terwilliger, Richard F. Graffis, M.D., John C. Kohne, M.D., Linda Q. Everett, R.N., Jeffrey L. Sperring, M.D., Jonathan R. Goble, Marilyn L. Cox, R.N., Steven L. Wantz, and Marvin G. Pember 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. With the exception of Richard F. Graffis, M.D., John C. Kohne, M.D., Linda Q. Everett, R.N., Marilyn L. Cox, R.N., and Marvin G. Pember, each of these executives has an amount included in column c, deferred compensation, representing the current year increase in the accrued benefit and/or current year contributions. No amount was actually paid to these executives during the year. For Richard F. Graffis, M.D., John C. Kohne, M.D., Linda Q. Everett, R.N., Marilyn L. Cox, R.N., and Marvin G. Pember, $12,516, $77,536, $84,088, $1,703,446, and $5,087,068, respectively, is included in column b(iii), other reportable compensation, representing the amount received under their vested supplemental executive retirement plan.
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 J, Part III - Daniel F. Evans, Jr. - 2009 through 2013 Forms W-2cIndiana University Health, Inc. ("IU Health") issued 2009, 2010, 2011, 2012, and 2013 Forms W-2c to Daniel F. Evans, Jr. in order to include previously excluded premiums it paid on a life insurance policy, in which Daniel F. Evans, Jr. was the insured party and a family member was the beneficiary, as taxable compensation. Furthermore, IU Health amended its 2010, 2011, and 2012 Forms 990 to reflect the changes in Daniel F. Evans, Jr.'s taxable compensation.

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
A35161140945479RAH02006-01-24$325,003,005SERIES 2006A BONDSfalsefalsefalse
INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
B35161140945479RBL02006-09-14$387,109,760SERIES 2006B BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
C3516023162013-11-26$18,783,695TAX-EXEMPT LEASE, 2010falsefalsefalse
INDIANA FINANCE AUTHORITY
D35160231645471AEB42011-04-19$228,195,000SERIES 2011A, B, C, D, AND E 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$0$0$348,013,874$0$29,904,769$0$1,947,719$0$0$316,161,386$0$02007falsefalseYes (true)Yes (true)
B$37,155,000$0$388,586,019$0$0$0$2,286,019$0$0$0$386,300,000$0Yes (true)falseYes (true)Yes (true)
C$0$0$18,783,695$0$0$0$0$0$0$18,783,695$0$02010Yes (true)falseYes (true)Yes (true)
D$31,375,000$0$228,203,281$0$0$0$740,000$0$0$70,008,281$157,455,000$02012Yes (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 OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond 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)0.000000.000000.00000falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (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/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd
0
AfalsefalsefalseYes (true)falsefalsefalse0Yes (true)Yes (true)
0
BfalsefalseYes (true)falsefalsefalseYes (true)SEE PART VIfalseYes (true)Yes (true)
0
CfalseYes (true)falsefalsefalsefalsefalse0falseYes (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 2006A bonds were issued in order to provide funding for the new construction of buildings and structures and the purchase of equipment.
Schedule K, Page 1a, Part I, Line B, 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 C, 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 D, 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 2008A, B, C, and D Bonds were issued on September 11, 2008.
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 2006A Bonds: Issue Price: $325,003,005 Earnings: $23,010,869 Total Proceeds: $348,013,874 Column B Series 2006B Bonds: Issue Price: $387,109,760 Earnings: $1,476,259 Total Proceeds: $388,586,019 Column D 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 2011F, G, H, 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.
Schedule K, Page 1b, Part I, Line B, Column (f) - Description of PurposeThe Series 2011 L 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 C, 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 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 2011F,G,H,I Bonds: Issue Price: $274,815,000 Earnings: $39 Total Proceeds: $274,815,039 Column B Series 2011L,M Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Column C Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068
Schedule K, Page 2a, Part III, Lines 4, 5, and 6 - P.B.U. PercentagesIndiana University Health, Inc. generally only finances a portion of each project with tax-exempt bonds.
Schedule K, Page 2a, Part IV, Column A, Line 2c - Date of Rebate Comp.January 24, 2011
Schedule K, Page 2b, Part III, Lines 4, 5, and 6 - P.B.U. PercentagesIndiana University Health, Inc. generally only finances a portion of each project with tax-exempt bonds.
Schedule K, Page 3a, Part IV, Column A, Line 6 - Available Temp. PeriodAny gross proceeds invested beyond the temporary period were yield restricted.
Schedule K, Page 3a, Part IV, Column B, Line 5 b & c - Name/Term of GICGIC provided by Citigroup Financial Products, Inc. with a term of 0.3 years.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
INDIANA FINANCE AUTHORITY
A35160231645471AED02011-05-05$274,815,000SERIES 2011F, G, H AND I BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
B3516023162011-05-25$111,435,000SEIRES 2011 L AND M BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
C35160231645471AFX52011-12-07$221,617,127SERIES 2011 N BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$133,250,000$0$274,815,039$0$0$0$890,000$0$0$0$273,925,039$0Yes (true)falseYes (true)Yes (true)
B$0$0$111,437,350$0$0$0$363,690$0$0$111,073,660$0$0falsefalseYes (true)Yes (true)2012
C$25,765,000$0$221,624,068$0$0$0$2,148,553$0$0$24,728,315$194,747,200$0Yes (true)falsefalseYes (true)2013

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond 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)0.000000.000000.00000falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)
0
BfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)
0
CfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonNATHAN D LAMBERT MDPersonNm
Relationship With OrgSEE PART VRelationshipWithOrgTxt
Loan PurposeSEE PART VLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$50,000OriginalPrincipalAmt
Balance Due$14,663BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$14,663TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
IU HEALTH PLANS INC
SEE PART V$87,773,862SEE PART Vfalse
IU HEALTH RISK RETENTION GROUPINC
SEE PART V$9,948,693SEE PART Vfalse
IUH ASSURANCE LTD
SEE PART V$5,880,387SEE PART Vfalse
HILL-ROM HOLDINGS INC
SEE PART V$5,525,896SEE PART Vfalse
HEALTH VENTURE MANAGEMENT LLC
SEE PART V$3,233,680SEE PART Vfalse
SENATE STREET SURGERY CENTER LLC
SEE PART V$1,656,743SEE PART Vfalse
ROC SURGERY LLC
SEE PART V$1,525,832SEE PART Vfalse
CHV FUND I LLC
SEE PART V$677,079SEE PART Vfalse
CHV CAPITAL INC
SEE PART V$177,930SEE PART Vfalse
RACHEL PORTER SMITH
SEE PART V$98,424SEE PART Vfalse

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule L, Part II, Columns (b) and (C) - Relationship and PurposeHeart Partners of Indiana, LLC, a disregarded entity of Indiana University Health, Inc., entered into a promissory note with Nathan D. Lambert, M.D. in 2011 as part of his employment agreement.
Schedule L, Part IV, Columns (b) and (d) - Relationships and DescriptionsRyan C. Kitchell and James G. Terwilliger served on the board of directors of Indiana University Health Plans, Inc. Indiana University Health, Inc. ("IU Health") performed services for Indiana University Health Plans, Inc. and was compensated for such services, the value of which was determined on an arm's length basis. Additionally, IU Health received rent and capitated payments from Indiana University Health Plans, Inc., the value of which was determined on an arm's length basis. Mary Beth Claus served on the board of directors of IU Health Risk Retention Group, Inc. IU Health performed services for IU Health Risk Retention Group, Inc. and was compensated for such services, the value of which was determined on an arm's length basis. Additionally, IU Health purchased insurance from IU Health Risk Retention Group, Inc., the value of which was determined on an arm's length basis. Mary Beth Claus served on the board of directors of IUH Assurance, Ltd. IU Health performed services for IUH Assurance, Ltd. and was compensated for such services, the value of which was determined on an arm's length basis. Additionally, IU Health purchased insurance from IUH Assurance, Ltd., the value of which was determined on an arm's length basis. Charles E. Golden served on the board of directors of Hill-Rom Holdings, Inc. From time to time, IU Health purchased products from various subsidiaries of Hill-Rom Holdings, Inc. during the ordinary course of business, the value of which was determined on an arm's length basis. John C. Kohne, M.D. served on the board of managers of Health Venture Management, LLC. IU Health performed services for Health Venture Management, LLC and was compensated for such services, the value of which was determined on an arm's length basis. Additionally, Health Venture Management, LLC performed services for IU Health and was compensated for such services, the value of which was determined on an arm's length basis. John C. Kohne, M.D. and Linda Q. Everett, R.N. served on the board of managers of Senate Street Surgery Center, LLC. IU Health performed services for Senate Street Surgery Center, LLC and was compensated for such services, the value of which was determined on an arm's length basis. Jeffrey L. Sperring, M.D. served on the board of managers of ROC Surgery, LLC. IU Health performed services for ROC Surgery, LLC and was compensated for such services, the value of which was determined on an arm's length basis. Daniel F. Evans, Jr. served on the board of directors of CHV Fund I, LLC. CHV Fund I, LLC performed investment management services for IU Health and was compensated for such services, the value of which was determined on an arm's length basis. Daniel F. Evans, Jr. served as Chairman of the board of directors of CHV Capital, Inc. IU Health performed services for CHV Capital, Inc. and was compensated for such services on an arm's length basis. Additionally, IU Health received rent from CHV Capital, Inc., the value of which was determined on an arm's length basis. Furthermore, CHV Capital, Inc. performed services for IU Health and was compensated for such services, the value of which was determined on an arm's length basis. Rachel Porter Smith, the sister of Dawn Moore-Jefferson, a key employee of IU Health, served and was compensated as an employee of IU Health.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 4a - Statement of Program Service AccomplishmentsIndiana University Health System Indiana University Health ("IU Health") is the state's largest and most comprehensive health system. With eighteen hospitals in fifteen Indiana communities, and nearly 25,500 team members, IU Health enjoys a unique partnership with Indiana University School of Medicine ("IUSOM"), one of the nation's leading medical schools, which gives patients access to innovative treatments and therapies. Millions of people annually, from across Indiana and beyond, receive nationally recognized, patient-centered care at IU Health. In 2013, the IU Health system provided care to patients through 136,731 inpatient admissions and more than 2.5 million outpatient visits. Indiana University Health, Inc. The parent organization of the IU Health System is Indiana University Health, Inc. Our Mission IU Health's mission is to improve the health of our patients and communities through innovation and excellence in care, education, research and service. Our Values At IU Health, we value: - Total patient care, including mind, body and spirit - Excellence in education for healthcare providers - Quality of care and respect for life - Charity, equality and justice in healthcare - Leadership in health promotion and wellness - Excellence in research - An internal community of mutual trust and respect Our Vision IU Health strives to be a preeminent leader in clinical care, education, research and service. Our excellence is measured by objective evidence and established best practices. Exemplary levels of respect and dignity are given to patients and their families, while professionalism and collegiality mark relationships between employees and physicians. IU Health continues to focus on innovation and excellence through collaboration among its partner hospitals and its affiliation with Indiana University School of Medicine. Statewide Community Benefit Summary As a leading statewide health system, IU Heath has far-reaching impact. Every day, thousands of Hoosiers experience high-quality, patient-focused care in IU Health hospitals and healthcare facilities across the state. This commitment also extends to improving the health of communities through coordinated outreach efforts designed to meet pressing community health needs. In 2013, the IU Health system invested nearly $525 million in community benefit and over $712 million in community investment. In total, these contributions served more than 1.7 million people across the state. 2013 Community Benefit Needs and Priorities To gain a better understanding of the most critical health needs in Indiana, the IU Health system conducted a comprehensive Community Health Needs Assessment ("CHNA") in every community we serve. The CHNA process identified four common priority needs across the state. These four needs were endorsed by the IU Health Board of Directors and will shape the organization's community outreach priorities through 2015: 1. Access to healthcare 2. Obesity prevention 3. Pre-K - 12 education 4. Behavioral health
Part III, Line 4a - Statement of Program Service Accomplishments (cont'd.)Helping to Improve Access to Healthcare In nearly every Indiana community, there are people unable to access quality, affordable healthcare for themselves and their families. Many factors contribute to this lack of access, including poverty, unemployment, and the limited availability of low-cost healthcare options, such as free clinics and federally qualified health centers. IU Health is committed to helping those in need get necessary care, which includes treating all patients regardless of their ability to pay. Every hospital in the IU Health system has on-site financial counselors to help patients identify and access programs that provide financial assistance for medical care. To ensure those in need across Indiana were able to receive quality care, in 2013, IU Health delivered more than $319 million in free or reduced-care to approximately 150,000 patients. We determine eligibility for this assistance by federal poverty guidelines. Most IU Health hospitals follow these general guidelines: - Free care for those earning up to 200 percent of federal poverty guidelines. - Free care to patients whose health insurance does not cover all medical expenses and whose medical expenses would make them indigent if forced to pay all costs. - Discounted care on a sliding scale for families earning 200 to 400 percent of federal poverty guidelines, which is approximately $47,100 to $94,200 for a family of four. Shouldering the Financial Burden As part of its financial assistance commitment, IU Health absorbs unreimbursed costs from government-sponsored healthcare programs that are based on income level, including Medicaid, the Children's Health Insurance Program ("CHIP"), and other state and local government programs. IU Health provided care in 2013 to more than 251,000 patients with coverage through Medicaid and other income-based programs, resulting in more than $170 million in unreimbursed costs. Unreimbursed costs from Medicare patient visits exceeded $100 million, though Medicare reimbursement shortfalls do not meet the federal definition of community benefit because Medicare is not based on an applicant's ability to pay. Additionally, IU Health served nearly 28,000 people through other subsidized health services, which totaled more than a $19 million investment. Meeting the Needs of Healthcare in the Community Promoting Wellness - Leveraging existing partnerships from the successful IU Health Garden on the Go mobile produce program, IU Health conducted a seasonal flu vaccination campaign, which it dubbed "Veggies and Vaccines", for two weeks in October and November 2013. IU Health provided free flu vaccinations at most Garden on the Go stops. Students from the Indiana University and Marion University Schools of Nursing administered the vaccines under the supervision of an IU Health nurse. IU Health provided nearly 275 flu vaccinations free of charge through a partnership with the Marion County Health Department. Expanding Access to Primary Care - Based on a community health needs assessment, IU Health White Memorial Hospital learned that many residents in the Monticello, Ind., area have difficulty accessing primary care. As a result, the hospital expanded hours at its primary care offices and also added immediate care services through a walk-in clinic to provide access to physician services outside of traditional office hours. In 2013, there were 6,433 visits to the new walk-in clinic. About one-third of the visits were for patients who did not have a primary care provider. Emphasizing the Importance of "Knowing Your Numbers" - Understanding the risk factors for serious chronic diseases, such as diabetes, cancer and heart disease, is an important part of good preventive care and wellness. To promote this understanding and awareness, IU Health hospitals across Indiana provided health screenings to more than 19,000 community members in 2013. These health screenings alerted many people to potential health issues and they were referred to specialists for further evaluation. Preventive screenings help identify health problems early, when treatment is most effective. Here are a few screening "success stories" from 2013: - A woman in Bloomington, Ind., found out through an IU Health screening event that her A1C level was high, signaling the possibility of prediabetes. IU Health team members directed her to appropriate resources, including a free diabetes prevention class, and also counseled her on how to find a primary care doctor and sign up for insurance through the new health exchanges. - IU Health West Hospital provided free cholesterol, blood pressure and A1C screenings at the Hendricks County PrimeTime Senior Expo. Nearly one-third of those screened were determined to be at risk for various conditions and were referred for follow up. - IU Health La Porte Hospital offered free heart screenings to area high school students. As a result of the screenings, 23 of the students were referred to cardiologists for evaluation, and one student received open heart surgery after doctors diagnosed a serious congenital heart defect. Providing Support Every Step of the Way: End-of-Life Care IU Health offers palliative care services, which focus on alleviating pain and other symptoms, for people with life-threatening and terminal illnesses. Both IU Health Methodist Hospital and IU Health Southern Indiana Physicians have comprehensive palliative care programs. In 2013, 1,272 people received palliative care through IU Health.
Part III, Line 4a - Statement of Program Service Accomplishments (cont'd.)Preventing and Reducing Obesity Obesity has become an epidemic in communities across the nation, including those in Indiana. Nationally, Indiana ranks eighth in its percentage of obese adults, based on findings released by the U.S. Centers for Disease Control and Prevention. IU Health works to promote good health and reduce obesity by: - Improving access to healthy foods - Creating healthier school environments - Increasing access to safe places for community members to be physically active Tackling Obesity through Targeted Outreach Ensuring Access to Nutritious Foods - Diets rich in fruits and vegetables may reduce the risk of chronic diseases such as diabetes, heart disease, stroke and cancer. Yet less than 25 percent of Hoosiers report eating the recommended daily servings of fruits and vegetables. By developing its own award winning Garden on the Go program, IU Health is helping to address chronic diseases through root cause - diet. Garden on the Go, launched in May 2011, is a year-round, mobile, fresh produce market that delivers high-quality, affordable fruits and vegetables directly into the hands of Marion County residents living in disadvantaged, underserved neighborhoods. - Garden on the Go received national recognition as one of the 10 Hospital Charitable Service Award Programs of Excellence. Over 175 other programs were nominated for this award. The honor recognizes distinction in community impact, collaboration and innovation. A monetary award of $10,000 accompanied the recognition, which will help expand the program's reach. Since its 2011 launch, Garden on the Go has evolved into a robust operation that runs year-round, five days a week, bringing mini farmers' markets to 22 community-partner locations in Indianapolis. - In its first two years, Garden on the Go completed nearly 35,000 sales transactions, distinguishing it as one of the most successful mobile produce programs in the nation. - In the Indianapolis area, IU Health joined with the YMCA of Greater Indianapolis, Indy Parks and the Greenwood Parks Department to provide five certified instructor-led walking groups at five park locations, serving 178 community members. - IU Health Paoli Hospital sponsored walking groups in Orleans, French Lick, and Paoli, Ind. A total of 43 people participated in the groups. Walking Toward Better Health (http://iuhealth.org/getwalking) - Walking is one of the best ways to improve physical fitness. It helps people manage their weight and live healthier lives. Throughout Indiana, IU Health hospitals have encouraged the healthy habit of walking by founding and/or supporting walking groups in its communities. In 2013, IU Health hospitals reached nearly 1,100 community members who logged hundreds of minutes and miles through these coordinated walking initiatives. - IU Health Ball Memorial Hospital in Muncie, Ind., sponsored Walk Indiana, a walking event in September 2013 that attracted 700 participants. The event offered various distances, spanning from a 5K to a full marathon. To promote walking for fitness and the Walk Indiana event, the hospital also hosted monthly "Walk with a Doc" events on Saturday mornings and provided free blood pressure checks, nutrition education and monthly training events. - IU Health Arnett launched two free "Get Strong" walking groups in 2013. Approximately 50 participants met weekly from July through October. IU Health Arnett supported certified walking instructors from the Greater Lafayette YMCA, and physicians and wellness coordinators conducted health screenings and connected participants to additional health resources. - The "I Am Not a Runner" walking group started in Bloomington in May 2013 through the cooperative efforts of IU Health Bloomington Hospital Community Health, the City of Bloomington Parks and Recreation and the Indiana Running Company. Approximately 170 walkers participated in the program. Volunteering a Day of Service - The yearly IU Health Day of Service is the system's signature volunteer event, aimed at engaging as many team member volunteers as possible in activities that address an identified community outreach priority. The fifth annual Day of Service in 2013 focused on helping to meet a statewide need for more venues for physical activity and recreation, in an effort to tackle the issue of obesity in the communities IU Health serves. - More than 1,500 team members gave their time to improve walking trails and park assets, which serve more than 365,645 residents across the state. - During the 2013 Day of Service, IU Health team members enhanced 19 community parks and installed 40 fitness stations to provide community members with opportunities for exercise and fitness. Team members spread mulch, painted park structures, and improved landscaping. - IU Health Physicians also hosted a Day of Service called "Give Back Day", featuring 15 interactive stations located along a walking path that promoted fun and health-related, family-friendly activities. Participants enjoyed "Walk with a Doc", yoga, volleyball, cardio drumming and Zumba. The event also featured a taste test of healthy snacks. A total of 52 team members from IU Health Physicians, including 27 physicians, volunteered their time to engage in healthy activities with fellow community members. Educating Fairgoers About Health Lifestyles - IU Health sponsored a day at the Indiana State Fair with the goal of promoting healthy eating and physical activity. In addition to enjoying free samples of fruits and vegetables, community members participated in various activities and learned about IU Health initiatives such as Garden on the Go, Change the Play, and the IU Health "My Healthy Habits" smartphone app. - Using four spin bikes, hundreds of community members biked a total of 600 miles in 12 hours, the equivalent of a trip to the nation's capital. - IU Health team members collected nearly 800 "Get Strong Trail to Better Health" passports from community members, indicating they visited at least six of the 12 interactive IU Health stations along the Get Strong Trail to Better Health. - More than 500 community members participated in the "Indy Urban Acres: Plant a Seed and Watch it Grow" activity station to grow a healthy vegetable at home. Supporting Area Farmers' Markets - IU Health West Hospital is a strong supporter of local farmers' markets to improve residents' access to fresh, locally grown produce. IU Health West Hospital partners with four of the five markets serving Hendricks County (Brownsburg, Danville, Pittsboro, and Plainfield, Ind.). - "Families at the Farmers' Market" is an IU Health Ball Memorial Hospital program that helps community members learn the importance of including fresh fruits and vegetables in their diet. Seventeen local families from two community centers took part in the pilot program in 2013. The monthly education sessions featured a trip to a local farmers' market and tips and techniques for shopping for and preparing fruits and vegetables. Based on a post-program survey, 100 percent of participants reported increased knowledge about ways to eat healthier and are now more likely to purchase fresh fruits and vegetables when shopping. Sixty percent reported an increase in the number of days per week their family consumed fresh fruits and vegetables. Establishing Health Habits Early - "Run the Halls", a program sponsored by IU Health Goshen Hospital, involves students staying after school to run laps in the halls during the winter months. The program is hosted in schools in the Elkhart County regions, including Middlebury, Elkhart, Warsaw, and Goshen, Ind. In 2013, nearly 2,065 students participated, with a total running distance of 14,000 miles. Over the duration of the program, students increased the number of laps they could run by almost 87 percent. - IU Health La Porte Hospital and The Foundation in Support of Indiana University Health La Porte Hospital hosted the Lil' F.I.S.H. (Feel Important, Stay Healthy) Club in La Porte and Starke counties. The goal of Lil' F.I.S.H. is to give children the tools to make positive health and lifestyle decisions. The program targets fourth-grade students in 18 local elementary schools. The club promotes healthy behaviors and increases awareness of health issues through a series of monthly educational modules. More than 1,100 students participated in the 2013-2014 school year.
Part III, Line 4a - Statement of Program Service Accomplishments (cont'd.)Promoting Pre-K - 12 education Understanding the strong connection between education and healthy communities, IU Health has focused efforts on strengthening Pre-K-12 education to address a fundamental need identified by the local communities that IU Health services. Providing a Good Start Preparing Children for Success in School - Responding to the fact that more than 40 percent of children are not adequately prepared for success in kindergarten, IU Health joined with the Indiana Association of United Ways in 2011 to launch Kindergarten Countdown camps through the state. This successful program has continued, and in 2013, Kindergarten Countdown offered intensive educational programming for more than 400 high-risk children from nine counties. - 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. Playing to Learn - In the fall of 2013, IU Health became the Founding Indianapolis City Partner of Playworks, a nationally recognized program that uses the power of play to enhance classroom learning and encourage kids to be physically active. Playworks was implemented in six Indianapolis-area schools in the fall of 2013. The schools included: Challenge Foundation Academy, KIPP Academy, SENSE Charter School, Greenbriar Elementary, Fox Hill Elementary and Indianapolis Public School 58. Because the Indianapolis-area programs were launched in late 2013, data is not yet available; however, nationally, Playworks has achieved tremendous success. Eighty-nine percent of staff members in Playworks schools report an increase in students' abilities to focus on class activities, and 88 percent of staff have seen an increased in students' level of participation in academic activities. Highlights of Playworks include: - Less bullying - Better recess behavior and readiness for class - More time for teaching - Safer schools - Satisfied teachers Supporting Education Innovation - IU Health supports programs and initiatives aimed at developing and implementing innovative learning models with the goal of improving student achievement, especially in disadvantaged communities. In 2013, IU Health provided financial support for innovative charter schools such as the Phalen Leadership Academy and Carpe Diem High School, for the Indianapolis affiliate of Teach for America and for the nationally recognized education innovation incubator, The Mind Trust.
Part III, Line 4a - Statement of Program Service Accomplishments (cont'd.)Supporting Behavioral Health Behavioral health covers a range of conditions from depression, anxiety, and other psychological disorders to issues related to substance abuse and chemical dependency. Many Indiana communities report a shortage of behavioral health providers and a need to improve access to behavioral health services. Some examples of how IU Health supports behavioral health include: - The IU Health Behavioral Health program includes a wide range of services designed to support patients with behavioral, psychiatric, and psychological needs. Multidisciplinary teams at IU Health work to improve the overall health and well-being of all patients. IU Health provided behavioral health services during more than 12,000 patient visits in 2013. - The IU Health Bloomington Hospital Alzheimer's Resource Service offers support and services to families and professional caregivers of people suffering from Alzheimer's diseases and other dementias. The services are provided at no cost to caregivers through generous funding from the Bloomington Hospital Foundation. - Financial support to the following behavioral health initiatives in 2013: The IU Health academic health center contributed to Coburn Place, a transitional housing program meeting the needs of women and children who have experienced domestic violence. Mental Health of America of Greater Indianapolis received funding from IU Health to support the organization's behavioral health mission. Back on My Feet, an organization dedicated to homeless and underserved populations, used a financial contribution from IU health for financial aid, education and financial literacy classes for the people it serves. - IU Health North Hospital provided financial support to Aspire, a nonprofit organization providing mental health services, and the American Foundation for Suicide Prevention. - IU Health West Hospital provided funding to Mental Health America of Hendricks County, and supported Cummins Mental Health screening and counseling for residents of Sheltering Wings domestic violence shelter. - IU Health La Porte Hospital participated in the Drug-Free Task Force, which helps people overcome behavioral and mental health issues related to substance abuse. The hospital also financially supported other local organizations with behavioral health programming, including Worthy Women Recovery Home, CASA of La Porte County, Reins of Life, Youth Service Bureau, and the Alzheimer's/Dementia Association.
Part III, Line 4a - Statement of Program Service Accomplishments (cont'd.)Health Professions Education IU Health is a committed partner with IUSOM in educating and preparing the next generation of healthcare professionals. For those already practicing in the field, IU Health offers programs designed to improve and sharpen skills, knowledge, and expertise. In 2013, IU Health invested more than $70 million in these endeavors, funding educational initiatives for thousands of health professionals statewide. Advancing Knowledge: Providing Education to Health Professionals Supporting New Nurses - The IU Health Nurse Residency Program is designed to support new graduate nurses in direct-care roles in the acute care hospital setting. Approximately 150 nurses from IU Health Ball Memorial, Bloomington, Methodist, University and West Hospitals and Riley Hospital for Children at IU Health participated in the program in 2013. As healthcare undergoes significant changes, nurses need the strongest possible preparation to care for complex cases, to coordinate care across the continuum and participate in the evolution of team-based care delivery. The IU Health Nurse Residency Program was created to provide nurses with the superior critical thinking and analytical skills that are required. Residency cohorts meet every other month for a total of five sessions. Topics pertinent to direct care include: communication, delegation, self-care, end-of-life care, and prioritization. While sessions are guided by experienced nurses, peer-to-peer networking and unit-level management are integrated. A Tradition of Teaching Excellence - Founded in 1929, IU Health Ball Memorial Hospital, a teaching hospital and regional tertiary referral center, is instrumental in educating future healthcare professionals. In 2013, 850 physicians, medical students, nurses, and other health professionals participated in classroom study and continuing medical education there. Learning by Doing - The Simulation Center at Fairbanks Hall, jointly operating by IUSOM, Indiana University School of Nursing, and IU Health, brings Indiana's current and future doctors, nurses, and technicians together in collaborative practice in a variety of clinical settings. Together, these interdisciplinary teams immerse themselves in computer-simulated surgery and react to complicated emergency room dramas by practicing on mannequins that respond like real patients. Research Innovation and Discovery: Advancing Healthcare Treatment and Care Part of the IU Health mission is to support innovative research that advances medical knowledge and the development of new treatment innovations. The goal is to improve patient outcomes and enhance quality of life for those affected by disease and chronic health conditions. In 2013, IU Health provided $74 million for research to IUSOM, enabling more than 16,000 community members to benefit from studies and 2,160 clinical trials statewide. In addition, IU Health research results in the development of new drugs and vaccines, medical devices, and new ways of using existing treatments, were used to benefit patients. IU Health/IUSOM Strategic Research Initiative Developed by IU Health and IUSOM in 2012, the Strategic Research Initiative ("SRI") aims to enhance both institutions' joint capabilities in fundamental scientific investigation, translational research and clinical trials. The SRI targets innovative treatments for diseases in three priority clinical service lines - cancer, cardiovascular disease, and neuroscience. The two organizations committed to invest $150 million over five years for this new research collaboration. The SRI is already significantly enhancing the joint capabilities of IU Health and IUSOM in the three clinical areas, providing patients with access to internationally renowned physicians and leading-edge therapies derived from translational research. SRI funds have also increased opportunities for patients across the state to participate in clinical trials for new medicines not available elsewhere in Indiana and the nation. Among the projects supported with SRI funds in 2013 is the new Center for Innovation and Implementation Science ("CIIS"). The CIIS, launched by IUSOM and the Indiana Clinical and Translational Sciences Institute, focuses on applying evidence-based best clinical practices in order to increase efficacy and reduce costs at IU Health and other healthcare providers around the state. Breakthrough in Brain Tumor Treatment Researchers at IUSOM and the neuro-oncology program at IU Health Simon Cancer Center are working with the nation's leading researchers to translate the latest discoveries into breakthroughs to treat glioblastoma multiforme, or GBM - the most common and lethal of all primary brain tumors. With a median survival rate of just 15 months and high recurrence rates, many clinicians have traditionally taken a palliative care, and not curative, approach to treatment. Research underway at IU Health is helping to uncover new treatment approaches and opportunities for patients with GBM. ed IU Health Arnett Aging Brain Care Program To better serve the community and help reduce healthcare costs, IU Health Arnett launched the Aging Brain Care (ABC) program. The ABC program is grant-funded and focuses on the care of dementia and late-life depression populations. The program delivered better health and better care at lower costs for 500 patients and their family members in 2013. One patient in poor health was able to see her primary care doctor sooner, and avoided likely hospitalization, due to a visit from an ABC representative who made the appropriate calls on the patient's behalf.
Part III, Line 4a - Statement of Program Service Accomplishments (cont'd.)Delivering on the IU Health Promise to the Community IU Health considers community benefit to include environmental stewardship. The IU Health Environmental Stewardship Council was formed to monitor IU Health environmental programs and recommended initiatives to help the system reduce the impact of our operations on the environment. As a result of focused efforts to reduce consumption of natural resources, IU Health has cut our energy consumption by more than $6 million across the system. Other IU Health efforts to minimize our environmental impact include efforts by the surgical team at Riley Hospital for children at IU Health to recycle some surgical materials; the creation of a partnership with a third-party vendor to implement medical device reprocessing; and targeted efforts to reduce hazardous medical waste. Most recently, IU Health supported Indianapolis and state efforts to bring electric vehicles and bike-sharing programs to communities. IU Health has a large fleet of electric vehicles that deliver laboratory samples and other materials to and from our facilities and local physician offices. Strengthening Communities: Giving Back and Making Impact More than 37,600 people benefited from IU Health community-building efforts in 2013, with the healthcare system contributing more than $1.3 million to help support these endeavors. Strength That Cares Strength That Cares is the IU Health team member volunteer program. IU Health created it to provide an opportunity for team members to give back to the community. Strength That Cares promotes and encourages team member volunteerism, and serves as a "one-stop shop" for identifying IU Health-sponsored and community-based opportunities, recruiting volunteers, and facilitating event logistics. In 2013, more than 2,500 IU Health team members, including more than 100 physicians, participated in Strength That Cares programming. From serving warm meals and smiles at the Ronald McDonald House to providing "goodie bags" at the Ruth Lilly Salvation Army Women and Children's Center to children facing life after domestic violence, Strength That Cares volunteers impact the lives of Indiana residents throughout the state. Here are just a few highlights: Habitat for Humanity build - The IU Health academic health center sponsored a Habitat for Humanity panel build in partnership with Fox 59 News and PNC Bank. More than 40 IU Health team members worked with other volunteers to help build the frame of a new home. Indy Do Day - Team members from the IU Health academic health center participated in two projects during Indy Do Day, a citywide initiative to engage all Indianapolis residents in volunteering and giving back to their community. Salvation Army "Red Kettle" Bell Ringing - A favorite way for IU Health Bloomington Hospital team members to give back is by ringing the bells for the Salvation Army during the holiday season. In 2013, 36 team members donated an hour each to ring the bell outside a local grocery store to help families in need.
Part V, Line 4b - Name of Foreign CountriesIn addition to the Cayman Islands, Indiana University Health, Inc. also has an interest in financial accounts in the following foreign countries: Canada Czech Republic Denmark Greece Hungary Indonesia Israel Japan Malaysia Mexico South Korea Turkey United Kingdom
Part VI, Section A, Line 2 - Family or Business RelationshipsJohn C. Kohne, M.D. and Linda Q. Everett, R.N. served on the board of managers of Senate Street Surgery Center, LLC. No additional compensation was provided to each individual for their service. Ryan C. Kitchell and James G. Terwilliger served on the board of directors of Indiana University Health Plans, Inc. No additional compensation was provided to each individual for their service. D. Craig Brater, M.D., Michael A. McRobbie, and Daniel F. Evans, Jr. served on the board of directors of BioCrossroads. J. Scott Davison served as the President and CEO of, and Michael A. McRobbie and David W. Goodrich served on the board of directors of, America United Mutual Insurance Holding Company.
Part VI, Section A, Lines 6, 7a and 7b - Members or StockholdersLine 6: Indiana University Health, Inc. ("IU Health") has two classes of members. 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: 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, nine (9) to ten (10) "at-large directors" shall be jointly elected by the affirmative vote of both member classes. One (1) director shall be elected by the University Class. One (1) director shall be elected by the Methodist Class following a nomination by the Leadership Council of the Methodist Medical Group, Inc., an Indiana nonprofit corporation. In the event that Methodist Medical Group, Inc. or its Leadership Council ceases to exist or is no longer predominantly composed of physicians who utilize Methodist Hospital as their primary hospital, the Methodist Class shall designate another Methodist Hospital-based physician organization to nominate this director. If an appropriate physician organization does not exist, the Methodist Class shall elect a physician, giving preference to one who is Methodist Hospital-based. Additionally, the Dean of Indiana University School of Medicine, Bishop of the Indiana Area of the United Methodist Church, and the President and Chief Executive Officer of the Corporation shall be ex-officio directors. Line 7b: Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the approval of the University Class prior to implementation: - 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 IU Health, except as otherwise authorized by resolution or agreement of the Trustees of Indiana University. - Any proposal by IU Health which conflicts with the following principle: IU Health 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. - Any change in the financial support to the Indiana School of Medicine, as referenced in the Articles of Incorporation. - 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. - Any sale or other alienation of all or substantially all of the assets or operations of IU Health, and any merger, consolidation, change of voting control or other reorganization of IU Health. - Amendment, alteration or repeal of the Articles of Incorporation - Any dissolution of IU Health, except as otherwise required by law. - Any revision to, or modification or revocation of the Core Values. - Any transfer of the membership of either of the member classes. - 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: - 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 IU Health, except as otherwise authorized by resolution or agreement of Methodist Health Group, Inc. - Any sale or other alienation of all or substantially all of the assets or operations of IU Health, and any merger, consolidation, change of voting control, or other reorganization of IU Health. - Amendment, alteration or repeal of the Articles of Incorporation. - Any dissolution of IU Health, except as otherwise required by law. - Any revisions to, or modifications or revocation of the Core Values. - Any transfer of the membership of either of the member classes. - Any amendment to the Definitive Agreement.
Part VI, Section A, Line 11b - Form 990 Provided to Governing BodyIndiana University Health, Inc. ("IU Health") used a thorough process for the review of the Form 990 and related schedules before it was filed. The Executive 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 & Pastoral Services reviewed and approved the following sections of the Form 990: 1. Schedule H - Hospitals The Board of Directors' Committee on Personnel & Compensation reviewed and approved the following section 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 PolicyIndiana University Health, Inc. ("IU Health") has a Conflict of Interest Policy, the purpose of which is to protect IU Health's interests when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer, director, or employee. Each employee that is manager level or above, including officers and directors, is required to annually sign a statement which affirms that such person (1) has received a copy of the conflict of interest policy; (2) has read and understands the policy; (3) has agreed to comply with the policy; and (4) understands and acknowledges that the Corporation is a tax-exempt organization and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. If an interest is disclosed, the form requires that the discloser's supervisor sign the form to indicate his or her knowledge and approval of the interest. The form is then submitted to Corporate Compliance for review. If the disclosure is by the President & CEO, it is reviewed by the Chairman of the Board of Directors for approval. If the disclosure is by a member of the Board of Directors, the General Counsel and Chief Compliance Officer reviews the disclosures and determines whether to consent. Breach of the Conflict of Interest Policy, including failure to complete and update the questionnaire, and failure to disclose an interest that should be disclosed, may subject an individual to disciplinary action, including dismissal.
Part VI, Section B, Line 15 - Process for Determining Compensation1. The Board of Directors has established a Committee on Personnel and Compensation. The individuals on this Committee are made up of individuals who are on the Board and who do not have a conflict of interest with Indiana University Health, Inc. ("IU Health"). There are no physicians or employees on this Committee. This Committee develops and reviews annually the executive compensation philosophy, market analysis as to comparability and reasonableness. One of the purposes of this Committee is to review, approve and make recommendations regarding executive compensation and benefits to the IU Health Board. As deemed appropriate, this Committee also reviews the same detail with the Committee on Finance. The Committee on Finance is represented by certain members of the Board as well. 2. Each year the Committee on Personnel and Compensation engages an outside compensation consulting firm to conduct a compensation and benefits study for all senior vice presidents and above. The current compensation advisor is the Hay Group. Hay Group performs an independent compensation survey. The relevant comparability data includes: compensation and benefit levels paid by similarly situated organizations (both governmental and tax exempt) for functionally comparable positions as well as the availability of similar services in the geographic area. The Committee reviews the entire compensation package including: base compensation, short term and long term incentive plans, basic health and welfare benefits, qualified and nonqualified plans as well as any additional fringe benefits. Further, Hay Group will provide recommendations based upon the reasonable compensation information as it relates to salary increases, bonuses and benefits that are consistent with the compensation philosophy of the Committee. A separate analysis using the same methodology is done for the Chief Executive Officer. 3. The Committee reviews the salary survey and, if appropriate, makes recommendations on increases in salary and any changes in bonuses or benefits. The Committee's goal is to ensure that the total compensation and benefits package is reasonable based upon the independent data provided by Hay Group. The Committee votes on any changes in compensation or benefits. This review, discussion and vote are documented in the minutes for the meeting. There are no executives present during the final discussion and approval of compensation. 4. The Board reviews the report prepared by the Hay Group as well as the recommendations of the Committee on Personnel and Compensation as to changes in compensation approved by the Committee. As requested, the Committee on Finance also provides its review of recommendations on changes in executive compensation and benefits. This review, discussion and vote are documented in the minutes. 5. The Board then reviews the recommendations provided by the Committee on Personnel and Compensation and votes on the changes as well. No additional compensation or benefits are paid to the executives until the changes have been approved by the Committee and the Board. The discussion and approval are documented in the minutes of the meeting. There are no executives present during the final discussion and approval of compensation. The General Counsel prepares a formal written opinion reviewing the compensation and benefits approval process, comparing that process to the Intermediate Sanctions Test of IRC Section 4958 and, if the facts warrant, provides comments regarding the compensation and benefits approval process as this relates to meeting the requirements for a rebuttable presumption of reasonableness as provided in the Intermediate Sanctions Test. 6. After the end of each year, the Committee and Board also reviews the achievements of the executive group as it relates to the long-term and short-term shared and individual goals developed by the executive and the Board. These achievements may also be reviewed with the Committee on Finance. The Board, at its discretion, may approve bonus payments based upon the achievement of the goals and the compensation survey. The discussion and vote of the Committee and Board is documented in the minutes for each such meeting. The bonuses are not paid until approval is made by the Board. 7. The Committee on Personnel and Compensation and Audit Committee also review the required Form 990 disclosures related to executive compensation and benefits as well as compensation practices and approval processes prior to the filing of the Form 990 return with the Internal Revenue Service.
Part VI, Section C, Line 19 - Public DisclosureIndiana University Health, Inc.'s ("IU Health") Articles of Incorporation are available for public inspection through the Indiana Secretary of State's web-site. IU Health's conflict of interest procedures are disclosed on the 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 VII, Section A, Line 1a, Column (B) - Average hours per weekDuring part of 2013, Edward A. Harlamert, M.D. devoted 55 hours per week as a Staff Physician of Heart Partners of Indiana, LLC, a disregarded entity of Indiana University Health, Inc., and part of 2013 as a Staff Physician of Indiana University Healthcare Associates, Inc., a related entity.
Part XI, Line 9 - Other Changes in Net Assets or Fund BalancesDuring 2013, Indiana University Health, Inc. recorded the following other changes in net assets or fund balances: Change in Pension Obligation: $12,389,253 Change in Defined Benefit SERP Obligation: $124,099 Other: $5,000 Mark-to-Market on Interest Rate Swaps: -$719,412 Income/(Loss) - Related 501(c)(3) Organizations: -$4,599,139 Equity Transfers (Settlement of Debt): -$124,617,635

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (11 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
CCCG LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204203949968HEALTHCAREIN$35,750$34,210IUH
CCSG LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204261921481HEALTHCAREIN$276,605$0IUH
CLARIAN QUALITY PARTNERS LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204263603579HEALTHCAREIN$245$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$4,008,090$0IUH
IU HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204800141954MANAGEMENTIN$4,508,789$0IUH
IU HEALTH SAXONY SURGERY CENTER LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204275271091HEALTHCAREIN$4,079,625$7,997,540IUH
SENATE HEALTH PLANS SOLUTIONS LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204273736054MANAGEMENTIN$13,042,211$4,846,739IUH
ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351348013HEALTHCAREIN$10,379,968$3,137,010IUH
IUH POPULATION HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204463913461HEALTHCAREIN$0$0IUH
CHV FUND II LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204800902337VENTURE CAP.IN$250,000$0IUH

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (41 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled 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 INC
714 S ROGERS STBLOOMINGTONIN47403263571507HEALTHCAREIN501(C)(3)9IUHBYes (true)
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
2900 W 16TH STBEDFORDIN47421237042323HEALTHCAREIN501(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 LAPORTE HOSPITAL INC
PO BOX 250LAPORTEIN46352351125434HEALTHCAREIN501(C)(3)3IUHYes (true)
IU HEALTH LAPORTE PHYSICIANS INC
PO BOX 250LAPORTEIN46352311070868HEALTHCAREIN501(C)(3)3IUHLHYes (true)
IU HEALTH MORGAN HOSPITAL INC
2209 JOHN R WOODEN DRMARTINSVILLEIN46151273533027HEALTHCAREIN501(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)11 III-0IUHPYes (true)
IU HEALTH PAOLI INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204352090919HEALTHCAREIN501(C)(3)3IUHBYes (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 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
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
2209 JOHN R WOODEN DRMARTINSVILLEIN46151352035162FUNDRAISINGIN501(C)(3)11 IIIUHMHYes (true)
MORGAN CO MEM HOSP GUILD INC
2209 JOHN R WOODEN DRMARTINSVILLEIN46151310886844FUNDRAISINGIN501(C)(3)11 III-FIIUHMHYes (true)
MORGAN HEALTH SERVICES INC
1949 HOSPITAL DRMARTINSVILLEIN46151351968564HEALTHCAREIN501(C)(3)3IUHMHYes (true)
IU HEALTH WHITE MEMORIAL FOUNDATION
PO BOX 952MONTICELLOIN47960351671806FUNDRAISINGIN501(C)(3)11 III-0IUHWMHYes (true)
UNIVERSITY FAMILY PHYSICIANS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204237427350HEALTHCAREIN501(C)(3)9IUHCAYes (true)
REHABILITATION HOSPITAL OF INDIANA INC
411 SHORE DRINDIANAPOLISIN46254351786005HEALTHCAREIN501(C)(3)3MHHYes (true)
RHI FOUNDATION INC
4141 SHORE DRINDIANAPOLISIN46254351932349FUNDRAISINGIN501(C)(3)11 IRHIYes (true)
IU HEALTH GOSHEN FOUNDATION INC
200 HIGH PARK AVEGOSHENIN46527462565300FUNDRAISINGIN501(C)(3)11 IGHSYes (true)
LAPORTE HOSPITAL FOUNDATION INC
PO BOX 250LAPORTEIN46352310952775FUNDRAISINGIN501(C)(3)11 INAfalse
THE CHEER GUILD OF RILEY HOSP FOR CHILD
705 RILEY HOSPITAL DRINDIANAPOLISIN46202356018517FUNDRAISINGIN501(C)(3)11 III-FINAfalse
INDIANA HEALTH INFO EXCHANGE INC
846 N SENATE AVEINDIANAPOLISIN46202364550324HEALTHCAREIN501(C)(3)11 INAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (19 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
BALL OUTPATIENT SURGERY CENTER LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244270275794HEALTHCAREINBOSCHN/A$0$0false$0false0.00000
BELTWAY SURGERY CENTERS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244352072586HEALTHCAREINBSCHN/A$0$0false$0false0.00000
BLOOMINGTON ENDOSCOPY CENTERS LLC
PO BOX 1149BLOOMINGTONIN47402352117943HEALTHCAREINIUHBN/A$0$0false$0false0.00000
BOSC HOLDINGS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244454147343HEALTHCAREINIUHRELATED$1,643,385$6,234,422false$0false0.51000
CARDINAL HEALTH INITIATIVES LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204300102702PURCHASINGINIUHBMHN/A$0$0false$0false0.00000
CHV FUND I LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204262523206VENTURE CAPITALINIUHEXCLUDED-$308,597$18,752,550false$0false1.00000
CHV FUND MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204262523151VENTURE CAPITALINCHVN/A$0$0false$0false0.00000
CLARIAN HEALTH NETWORK LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204352055030HEALTHCAREINIUHRELATED$0$0false$0false0.66700
EAGLE HIGHLANDS SURGERY CENTER LLC
3000 RIVERCHASE GALLERIA STE 500BIRGMINGHAMAL35244352259204HEALTHCAREINEHSCHN/A$0$0false$0false0.00000
EHSC HOLDINGS LLC
3000 RIVERCHASE GALLERIA STE 500BIRGMINGHAMAL35244454147879HEALTHCAREINIUHRELATED$2,409,443$4,412,428false$0false0.51000
HEALTH VENTURE MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204205740218MANAGEMENTINIUHUNRELATED$737,904$1,428,885false$532,856false0.99000
IEC HOLDINGS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244454148032HEALTHCAREINIUHRELATED$3,520,717$4,142,738false$0false0.51000
INDIANA ENDOSCOPY CENTERS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244208398421HEALTHCAREINIECHN/A$0$0false$0false0.00000
BSC HOLDINGS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244452314634HEALTHCAREINIUHRELATED$19,224,285$23,868,124false$0false0.51000
ROC SURGERY LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244271497960HEALTHCAREINROCSHN/A$0$0false$0false0.00000
ROCS HOLDINGS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244454148369HEALTHCAREINIUHRELATED$1,475,164$3,153,136false$0false0.51000
SENATE STREET SURGERY CENTER LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244421709357HEALTHCAREINSSSCHN/A$0$0false$0false0.00000
SSSC HOLDINGS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244454148167HEALTHCAREINIUHRELATED$3,404,677$4,214,907false$0false0.51000
CARDINAL HEALTH ALLIANCE LLC
2401 W UNIVERSITY AVEMUNCIEIN47303351966281MANAGED CAREINIUHBMHN/A$0$0false$0false0.00000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityProvince Or StateForeignAddress/ProvinceOrStateCountryForeignAddress/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
BMH MEDICAL PAVILION ASSOCIATION INC
2525 W UNIVERSITY AVEMUNCIEIN47303351858408CONDO MANAGEMENTINIUHBMHC$0$00.00000
CARDINAL HEALTH VENTURES INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351611424MANAGEMENTINIUHBMHC$0$00.00000Yes (true)
CHV CAPITAL INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204260752507VENTURE CAPITALINIUHC$1,179,229$109,0681.00000Yes (true)
IU HEALTH ACO INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204454421020HEALTHCAREINIUHC$0$01.00000Yes (true)
IU HEALTH BOARD DESIGNATED TRUST
400 HOWARD STSAN FRANCISCOCA94105306309021INVESTMENTSINIUHT$11,649,185$172,974,9711.00000Yes (true)
IU HEALTH NTGI S&P500 FUND CF
PO BOX 804358CHICAGOIL60680306298263INVESTMENTSINIUHT$0$217,352,8021.00000Yes (true)
IU HEALTH PLANS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204262127080HMOINIUHC$98,253,375$9,031,2421.00000Yes (true)
IU HEALTH RISK PURCHASING GROUP INC
151 MEETING ST STE 301CHARLESTONSC29401260202446INSURANCEINIUHC$0$01.00000Yes (true)
IU HEALTH RISK RETENTION GROUP INC
151 MEETING ST STE 301CHARLESTONSC29401201107674INSURANCESCIUHC$2,679,224$55,440,6370.97000Yes (true)
IU HEALTH SOUTHERN IN PHYSICIANS INC
PO BOX 1149BLOOMINGTONIN47402351913875HEALTHCAREINIUHBC$0$00.00000Yes (true)
IUH ASSURANCE LTD
980395429INSURANCEIUHC$9,232,620$92,874,7241.00000Yes (true)PO BOX 69SOLARIS AVE.GRAND CAYMANCJCJ
OCC-HEALTH REVENUE SYSTEMS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204203308057WORK COMP PPOINMOHCC$0$00.00000Yes (true)
PARKMOR DRUG INC
1501 S MAIN STGOSHENIN46526131394980PHARMACY SALESINGHSC$0$00.00000Yes (true)
PILR INC
200 HIGH PARK AVEGOSHENIN46526204294750DEVELOPMENTINGHSC$0$00.00000Yes (true)
RADIATION ONCOLOGY RESOURCES INC
200 HIGH PARK AVEGOSHENIN46526262008424HEALTHCAREINGHSC$0$00.00000Yes (true)
SCANS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204453080392HEALTHCAREINCHVF1C$0$00.00000Yes (true)
UNIVERSITY HEALTH MANAGEMENT INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204272891143MANAGEMENTINCHVC$0$00.00000Yes (true)
UNIVERSITY HEALTH MGMT (CHINA) INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204273891311MANAGEMENTINCHVC$0$00.00000Yes (true)
PROTEUO FUND LP
981075227INVESTMENTSIUHC$10,511,193$163,603,9651.00000Yes (true)PO BOX 3110689 NEXUS WAYGRAND CAYMANCJCJ
IU HEALTH PLANS HOLDING COMPANY INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204463794815INSURANCEINIUHC$0$01.00000Yes (true)
IU HEALTH PLANS NFP INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204463803873INSURANCEINPHCC$0$00.00000Yes (true)
UNIV HLTH (SHANGHAI) MGT CON CO LTD
MANAGEMENTUHMCC$0$00.00000Yes (true)88 CENTURY AVESHANGHAICHCH
GUGGENHEIM HIGH-YIELD PLUS FUND SPC
INVESTMENTSIUHC$3,720,661$00.73270Yes (true)PO BOX 309 UGLAND HOUSEGRAND CAYMANCJCJ
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 OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
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 (84 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
IU HEALTH ARNETT INC
A$12,916,614FMV
IU HEALTH BEDFORD INC
A$173,990FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
A$533,194FMV
IU HEALTH BLOOMINGTON INC
A$1,520,886FMV
CHV CAPITAL INC
A$62,040FMV
GOSHEN HOSPITAL ASSOCIATION INC
A$1,734,625FMV
IU HEALTH LAPORTE HOSPITAL INC
A$1,432,878FMV
IU HEALTH NORTH HOSPITAL INC
A$14,962,041FMV
IU HEALTH TIPTON HOSPITAL INC
A$936,310FMV
IU HEALTH WEST HOSPITAL INC
A$6,409,329FMV
IU HEALTH WHITE MEMORIAL HOSPITAL INC
A$1,173,793FMV
METHODIST RESEARCH INSTITUTE INC
B$1,920,752FMV
EHSC HOLDINGS LLC
B$520,200FMV
INDIANA UNIVERSITY HEALTH PLANS INC
B$1,000,000FMV
METHODIST HEALTH FOUNDATION INC
B$248,084FMV
METHODIST HEALTH FOUNDATION INC
C$2,749,573FMV
IU HEALTH ARNETT INC
J$294,011FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
J$264,156FMV
BELTWAY SURGERY CENTERS LLC
J$442,193FMV
IU HEALTH BLOOMINGTON INC
J$139,126FMV
EAGLE HIGHLANDS SURGERY CENTER LLC
J$172,655FMV
IU HEALTH CARE ASSOCIATES INC
J$4,408,615FMV
IU HEALTH LAPORTE HOSPITAL INC
J$94,491FMV
METHODIST OCCUPATIONAL HEALTH CENTERS INC
J$270,818FMV
IU HEALTH NORTH HOSPITAL INC
J$1,783,347FMV
ROC SURGERY LLC
J$677,357FMV
IU HEALTH WEST HOSPITAL INC
J$410,039FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
K$579,996FMV
IU HEALTH CARE ASSOCIATES INC
K$154,729FMV
IU HEALTH NORTH HOSPITAL INC
K$266,755FMV
IU HEALTH ARNETT INC
L$29,325,964FMV
IU HEALTH BEDFORD INC
L$868,038FMV
IU HEALTH BLACKFORD INC
L$377,879FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
L$31,841,326FMV
IU HEALTH BALL MEMORIAL PHYSICIANS INC
L$1,764,526FMV
BALL OUTPATIENT SURGERY CENTER LLC
L$767,665FMV
BELTWAY SURGERY CENTER LLC
L$4,399,835FMV
IU HEALTH BLOOMINGTON INC
L$1,484,596FMV
CLARIAN TRANSPLANT INSTITUTE INC
L$143,712FMV
EAGLE HIGHLANDS SURGERY CENTER LLC
L$1,354,031FMV
GOSHEN HOSPITAL ASSOCIATION INC
L$806,498FMV
INDIANA UNIVERSITY HEALTH PLANS INC
L$363,325FMV
INDIANA ENDOSCOPY CENTERS LLC
L$788,428FMV
INDIANA RADIOLOGY PARTNERS INC
L$4,827,583FMV
IU HEALTH CARE ASSOCIATES INC
L$25,696,097FMV
IU HEALTH LAPORTE HOSPITAL INC
L$1,781,318FMV
METHODIST OCCUPATIONAL HEALTH CENTERS INC
L$1,396,465FMV
IU HEALTH MORGAN HOSPITAL INC
L$833,063FMV
IU HEALTH NORTH HOSPITAL INC
L$19,274,144FMV
ROC SURGERY LLC
L$1,503,237FMV
IU HEALTH RISK RETENTION GROUP INC
L$1,453,500FMV
SENATE STREET SURGERY CENTER LLC
L$1,639,723FMV
IU HEALTH TIPTON HOSPITAL INC
L$540,457FMV
IU HEALTH WEST HOSPITAL INC
L$16,593,763FMV
IU HEALTH WHITE MEMORIAL HOSPITAL INC
L$285,928FMV
CHV FUND I LLC
M$677,079FMV
CLARIAN TRANSPLANT INSTITUTE INC
M$3,028,279FMV
HEALTH VENTURE MANAGEMENT LLC
M$3,195,999FMV
INDIANA RADIOLOGY PARTNERS INC
M$285,262FMV
IU HEALTH CARE ASSOCIATES INC
M$65,006,531FMV
METHODIST OCCUPATIONAL HEALTH CENTERS INC
M$1,265,604FMV
IU HEALTH NORTH HOSPITAL INC
M$678,206FMV
IU HEALTH ARNETT INC
O$1,090,555FMV
IU HEALTH BEDFORD INC
O$387,617FMV
IU HEALTH BLACKFORD HOSPITAL INC
O$646,705FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
O$1,208,977FMV
IU HEALTH BLOOMINGTON INC
O$263,458FMV
IUH ASSURANCE LTD
O$250,000FMV
IU HEALTH PLANS INC
O$123,886FMV
IU HEALTH CARE ASSOCIATES INC
O$5,639,107FMV
IU HEALTH MORGAN HOSPITAL INC
O$284,716FMV
IU HEALTH NORTH HOSPITAL INC
O$1,164,593FMV
IU HEALTH SOUTHERN INDIANA PHYSICIANS INC
O$100,235FMV
IU HEALTH TIPTON HOSPITAL INC
O$316,459FMV
IU HEALTH WEST HOSPITAL INC
O$398,474FMV
INDIANA RADIOLOGY PARTNERS INC
O$619,179FMV
IUH ASSURANCE LTD
R$5,630,387FMV
IU HEALTH RISK RETENTION GROUP INC
R$8,495,193FMV
BOSC HOLDINGS LLC
S$1,661,580FMV
BSC HOLDINGS LLC
S$16,802,720FMV
EHSC HOLDINGS LLC
S$2,067,795FMV
IEC HOLDINGS LLC
S$3,330,581FMV
ROCS HOLDINGS LLC
S$1,454,520FMV
SSSC HOLDINGS LLC
S$3,177,300FMV