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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T10:27:23-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351955872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BROC BUDDE | InCareOfNm |
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3179624575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 800 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN C KITCHELL | PersonNm |
| Person Title | EVP & CFO | PersonTitleTxt |
| Signature | 2014-11-17 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL F EVANS JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN ST STE 800 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,255,742,124 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://IUHEALTH.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | Improve the health of our patients and community through innovation and excellence in care, education, research and service. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 17716 | TotalEmployeeCnt |
| Total Volunteers | 1335 | TotalVolunteersCnt |
| Total Gross UBI | $28,662,169 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,794,707 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,662,575 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,019,981 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,020,604,837 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,606,202,393 | CYProgramServiceRevenueAmt |
| PY Investment Income | $59,613,927 | PYInvestmentIncomeAmt |
| CY Investment Income | $108,097,463 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,316,799 | PYOtherRevenueAmt |
| CY Other Revenue | $33,348,549 | CYOtherRevenueAmt |
| PY Total Revenue | $3,137,198,138 | PYTotalRevenueAmt |
| CY Total Revenue | $2,764,668,386 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,548,346 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $58,491,480 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,110,266,709 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $983,584,208 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,580,149,074 | PYOtherExpensesAmt |
| CY Other Expenses | $1,487,063,108 | CYOtherExpensesAmt |
| PY Total Expenses | $2,713,964,129 | PYTotalExpensesAmt |
| CY Total Expenses | $2,529,138,796 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $423,234,009 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $235,529,590 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,994,322,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,247,801,615 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,689,261,531 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,751,787,096 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,305,061,430 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,496,014,519 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Improve the health of our patients and community through innovation and excellence in care, education, research and service. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,095,334,667 | ExpenseAmt |
| Grant | $58,491,480 | GrantAmt |
| Revenue | $2,647,996,277 | RevenueAmt |
| Desc | Indiana 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 | $2,095,334,667 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 951 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 17716 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BROC BUDDE | PersonNm |
| Phone | 3179624575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 800 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| V WILLIAM HUNT | ||||||||||
| CHAIRMAN | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| THOMAS W CHAPMAN | ||||||||||
| ELECTED VICE-CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $24,500 | $0 | $0 | |||
| D CRAIG BRATER MD | ||||||||||
| EX-OFFICIO VICE-CHAIR (PART.) | 6.0 | 0.0 | Yes (X) | Yes (X) | $18,875 | $0 | $0 | |||
| JAY L HESS MD | ||||||||||
| EX-OFFICIO VICE CHAIR (PART.) | 6.0 | 0.0 | Yes (X) | Yes (X) | $7,375 | $0 | $0 | |||
| DANIEL F EVANS JR | ||||||||||
| DIRECTOR/PRESIDENT & CEO | 55.0 | 0.0 | Yes (X) | Yes (X) | $1,468,119 | $0 | $562,967 | |||
| JAMES E LINGEMAN MD | ||||||||||
| DIRECTOR | 6.0 | 55.0 | Yes (X) | $19,750 | $937,832 | $17,850 | ||||
| DAVID W GOODRICH | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $37,000 | $0 | $0 | ||||
| CHARLES E GOLDEN | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $34,750 | $0 | $0 | ||||
| WILLIAM R CAST MD | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $30,250 | $0 | $0 | ||||
| J SCOTT DAVISON | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $28,250 | $0 | $0 | ||||
| ANNE NOBLES | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $28,000 | $0 | $0 | ||||
| ANGELA BARRON MCBRIDE | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $24,000 | $0 | $0 | ||||
| MICHAEL A MCROBBIE | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $11,250 | $0 | $0 | ||||
| THE HON SARAH EVANS BARKER | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BISHOP MICHAEL J COYNER | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RYAN C KITCHELL | ||||||||||
| TREASURER/EVP & CFO | 55.0 | 0.0 | Yes (X) | $783,290 | $0 | $165,028 | ||||
| MARY BETH CLAUS | ||||||||||
| SECRETARY/SVP, GC & CCO | 55.0 | 0.0 | Yes (X) | $393,075 | $0 | $100,315 | ||||
| DENNIS M MURPHY | ||||||||||
| EVP & COO (PARTIAL YEAR) | 55.0 | 0.0 | $815,062 | $0 | $114,716 | Yes (X) | ||||
| JAMES G TERWILLIGER | ||||||||||
| INTERIM EVP & COO | 55.0 | 0.0 | $615,536 | $0 | $134,459 | Yes (X) | ||||
| RICHARD F GRAFFIS MD | ||||||||||
| EVP & CME (PARTIAL YEAR) | 55.0 | 0.0 | $192,890 | $0 | $18,496 | Yes (X) | ||||
| JOHN C KOHNE MD | ||||||||||
| INTERIM EVP & CME | 37.0 | 18.0 | $409,579 | $199,255 | $47,891 | Yes (X) | ||||
| LINDA Q EVERETT RN | ||||||||||
| EVP & CNE | 55.0 | 0.0 | $602,255 | $0 | $45,691 | Yes (X) | ||||
| ERIC S WILLIAMS MD | ||||||||||
| EVP, ACADEMIC & MEDICAL AFF. | 25.0 | 25.0 | $247,619 | $121,374 | $4,210 | Yes (X) | ||||
| JEFFREY L SPERRING MD | ||||||||||
| PRESIDENT & CEO (RH) | 55.0 | 0.0 | $450,840 | $0 | $115,384 | Yes (X) | ||||
| JONATHAN R GOBLE | ||||||||||
| PRESIDENT & CEO (SAX) | 22.0 | 33.0 | $237,015 | $355,523 | $124,313 | Yes (X) | ||||
| MARILYN L COX RN | ||||||||||
| SVP & CNO (RH) | 55.0 | 0.0 | $1,968,020 | $0 | $28,980 | Yes (X) | ||||
| LINDA K CHASE RN | ||||||||||
| VP & CNO (MH) | 55.0 | 0.0 | $228,253 | $0 | $39,673 | Yes (X) | ||||
| LORI L KNARR RN | ||||||||||
| VP & CNO (UH) | 55.0 | 0.0 | $226,196 | $0 | $25,682 | Yes (X) | ||||
| DAWN MOORE-JEFFERSON | ||||||||||
| VP & CPO (PARTIAL YEAR) | 55.0 | 0.0 | $255,322 | $0 | $29,363 | Yes (X) | ||||
| JAMES A JORGENSON | ||||||||||
| VP & CPO (PARTIAL YEAR) | 55.0 | 0.0 | $171,123 | $0 | $16,921 | Yes (X) | ||||
| NATHAN D LAMBERT MD | ||||||||||
| STAFF PHYSICIAN (HPI) | 55.0 | 0.0 | $698,882 | $0 | $48,942 | Yes (X) | ||||
| LAWRENCE S KLEIN MD | ||||||||||
| STAFF PHYSICIAN (HPI) | 55.0 | 0.0 | $671,939 | $0 | $41,685 | Yes (X) | ||||
| BLAIR S MACPHAIL MD | ||||||||||
| STAFF PHYSICIAN (HPI) | 55.0 | 0.0 | $662,385 | $0 | $54,528 | Yes (X) | ||||
| EDWARD A HARLAMERT MD | ||||||||||
| STAFF PHYSICIAN (HPI) (PART.) | 55.0 | 55.0 | $550,094 | $278,348 | $50,098 | Yes (X) | ||||
| STEVEN L WANTZ | ||||||||||
| SVP, ADMIN. & COS | 55.0 | 0.0 | $515,344 | $0 | $122,474 | Yes (X) | ||||
| MARVIN G PEMBER | ||||||||||
| SVP & CFO | 0.0 | 0.0 | $5,087,068 | $0 | $0 | Yes (X) | ||||
| NORMAN G TABLER JR | ||||||||||
| SECRETARY/SVP, GC & CCO | 0.0 | 0.0 | $536,459 | $0 | $23,716 | Yes (X) | ||||
| KELLY L BRAVERMAN | ||||||||||
| SENIOR EXECUTIVE | 55.0 | 0.0 | $224,884 | $0 | $16,777 | Yes (X) | ||||
| DEBRA L UHL | ||||||||||
| COO (UH) | 0.0 | 0.0 | $295,634 | $0 | $5,319 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,570,883 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,892,332 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,955,478 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 865 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IU HEALTH CARE ASSOCIATES INC | |||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | MEDICAL | $69,892,665 |
| MESSERHARMON IV LLC | |||||
| 5158 FISHWICK DR | CINCINNATI | OH | 45216 | CONSTRUCTION | $27,509,717 |
| CERNER CORPORATION | |||||
| 2800 ROCKCREEK PKWY | KANSAS CITY | MO | 64117 | SOFTWARE MAINTENANCE | $16,107,533 |
| ERMCO INC | |||||
| 1625 W THOMPSON RD | INDIANAPOLIS | IN | 46206 | CONSTRUCTION | $13,214,942 |
| UNIVERSITY PEDIATRIC ASSOCIATES IN | |||||
| 702 BARNHILL DR | INDIANAPOLIS | IN | 46206 | MEDICAL | $12,809,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 252 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,749,573 | RelatedOrganizationsAmt |
| Government Grants | $6,185,259 | GovernmentGrantsAmt |
| All Other Contributions | $8,085,149 | AllOtherContributionsAmt |
| Total Contributions | $17,019,981 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 621110 | $1,945,202,173 | $1,945,202,173 | $0 | $0 |
| REFERENCE LABORATORY | 621500 | $275,952,494 | $273,615,927 | $2,336,567 | |
| MEMBER PREMIUM REVENUE | 541900 | $144,473,055 | $144,473,055 | ||
| SHARED SERVICES | 900099 | $141,066,296 | $136,087,570 | $4,978,726 | |
| PHARMACY | 446110 | $62,044,904 | $47,673,583 | $14,371,321 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,463,471 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,818,688 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $644,783 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,606,202,393 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,619,427 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,793,884 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $24,825,543 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $189,618 | TotalRevenueColumnAmt |
| Exclusion | $189,618 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,025,193 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,434,376 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$409,183 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$409,183 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $11,700 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$420,883 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $516,644,127 | SecuritiesAmt |
| Other | $2,473,271 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $473,324,434 | SecuritiesAmt |
| Other | $4,314,928 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,319,693 | SecuritiesAmt |
| Other | -$1,841,657 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,478,036 | TotalRevenueColumnAmt |
| Exclusion | $41,478,036 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA/FOOD SERVICE | 721110 | $6,692,862 | $6,692,862 |
| PARKING | 812930 | $1,805,809 | $1,805,809 |
| TELEPHONE | 517000 | $1,578,384 | $1,578,384 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,491,059 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,319,072 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,171,987 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $33,568,114 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,764,668,386 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,625,664,880 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $28,662,169 | UnrelatedBusinessRevenueAmt |
| Exclusion | $93,321,356 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,355,347 | TotalAmt |
| Program Services | $58,355,347 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,133 | TotalAmt |
| Program Services | $136,133 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,805,559 | TotalAmt |
| Program Services | $8,580,886 | ProgramServicesAmt |
| Management And General | $2,224,673 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $783,468,277 | TotalAmt |
| Program Services | $622,166,041 | ProgramServicesAmt |
| Management And General | $161,302,236 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,689,847 | TotalAmt |
| Program Services | $46,522,253 | ProgramServicesAmt |
| Management And General | $4,167,594 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,421,673 | TotalAmt |
| Program Services | $44,259,171 | ProgramServicesAmt |
| Management And General | $32,162,502 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,198,852 | TotalAmt |
| Program Services | $47,921,006 | ProgramServicesAmt |
| Management And General | $14,277,846 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,183 | TotalAmt |
| Management And General | $724,183 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,535,163 | TotalAmt |
| Management And General | $1,535,163 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,340,683 | TotalAmt |
| Management And General | $1,340,683 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $613,175 | TotalAmt |
| Management And General | $613,175 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,714,240 | TotalAmt |
| Management And General | $4,714,240 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,907,946 | TotalAmt |
| Program Services | $171,353,515 | ProgramServicesAmt |
| Management And General | $78,554,431 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,927,509 | TotalAmt |
| Program Services | $7,633,480 | ProgramServicesAmt |
| Management And General | $11,294,029 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,393,159 | TotalAmt |
| Program Services | $26,494,946 | ProgramServicesAmt |
| Management And General | $7,898,213 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,945,245 | TotalAmt |
| Program Services | $41,417,334 | ProgramServicesAmt |
| Management And General | $13,527,911 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,735,860 | TotalAmt |
| Program Services | $75,986,200 | ProgramServicesAmt |
| Management And General | $19,749,660 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,212,227 | TotalAmt |
| Program Services | $1,634,726 | ProgramServicesAmt |
| Management And General | $577,501 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,767 | TotalAmt |
| Program Services | $40,091 | ProgramServicesAmt |
| Management And General | $35,676 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,283,060 | TotalAmt |
| Program Services | $51,959,825 | ProgramServicesAmt |
| Management And General | $1,323,235 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,232,244 | TotalAmt |
| Program Services | $129,855,842 | ProgramServicesAmt |
| Management And General | $3,376,402 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,760,717 | TotalAmt |
| Program Services | $920,072 | ProgramServicesAmt |
| Management And General | $16,840,645 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,500,042 | TotalAmt |
| Program Services | $53,965,058 | ProgramServicesAmt |
| Management And General | $56,534,984 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,529,138,796 | TotalAmt |
| Program Services | $2,095,334,667 | ProgramServicesAmt |
| Management And General | $433,804,129 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,494 | BOYAmt |
| EOY | $537,760 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,160,388 | BOYAmt |
| EOY | $289,762,828 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,221,606 | BOYAmt |
| EOY | $1,437,158 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,416,470 | BOYAmt |
| EOY | $338,392,503 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $14,663 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $764,231,885 | BOYAmt |
| EOY | $722,281,966 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,198,194 | BOYAmt |
| EOY | $40,711,166 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,916,532 | BOYAmt |
| EOY | $22,323,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,512,826,575 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,825,774,506 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,666,045,768 | BOYAmt |
| EOY | $1,687,052,069 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871,699,522 | BOYAmt |
| EOY | $1,210,688,555 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,477,431 | BOYAmt |
| EOY | $690,850,118 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,183,402 | BOYAmt |
| EOY | $227,104,463 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,184,845 | BOYAmt |
| EOY | $10,386,617 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,282,424 | BOYAmt |
| EOY | $6,258,444 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,994,322,961 | BOYAmt |
| EOY | $5,247,801,615 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,794,354 | BOYAmt |
| EOY | $389,986,093 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,302,336 | BOYAmt |
| EOY | $34,246,735 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,364,411,661 | BOYAmt |
| EOY | $1,333,807,558 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,474,167 | BOYAmt |
| EOY | $321,329,077 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,279,013 | BOYAmt |
| EOY | $672,417,633 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,689,261,531 | BOYAmt |
| EOY | $2,751,787,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,300,167,849 | BOYAmt |
| EOY | $2,491,123,738 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,893,581 | BOYAmt |
| EOY | $4,890,781 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,305,061,430 | BOYAmt |
| EOY | $2,496,014,519 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,994,322,961 | BOYAmt |
| EOY | $5,247,801,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $235,529,590 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $72,841,333 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$117,417,834 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $10,000 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $524,136 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $79,039 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $613,175 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Lines 1b and g - Paid staff and direct contact | During 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 purposes | Indiana 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 Activities | Indiana 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,893,581 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $2,800 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,890,781 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,896,581 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $3,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,893,581 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,186,440 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $289,859 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,896,581 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,220,052 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $33,612 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,186,440 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,476,620 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $800,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $76,244,118 | OtherExpendituresAmt |
| Administrative Expenses | $212,450 | AdministrativeExpensesAmt |
| End Year Balance | $5,220,052 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $141,468,808 | OtherCostOrOtherBasisAmt |
| Book Value | $141,468,808 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,796,641,258 | OtherCostOrOtherBasisAmt |
| Depreciation | $772,315,861 | DepreciationAmt |
| Book Value | $1,024,325,397 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,872,809 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,167,928 | DepreciationAmt |
| Book Value | $6,704,881 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,260,397,397 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,011,245,468 | DepreciationAmt |
| Book Value | $249,151,929 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $297,446,303 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,045,249 | DepreciationAmt |
| Book Value | $265,401,054 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,687,052,069 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $690,850,118 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $690,850,118 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $672,417,633 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 - Intended Uses of Org.'s Endowment Funds | Permanently restricted net assets are generally restricted for indigent and other patient care services, medical education and research programs, and medical supplies and equipment. |
| Schedule D, Part X, Line 2 - FIN 48 (ASC 740) Footnote | Indiana 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)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt |
|---|---|---|---|---|
| Central America and the Caribbean | Investments | N/A | $667,489,716 | |
| North America | Investments | N/A | $29,226,880 | |
| Europe (Including Iceland and Greenland) | Investments | N/A | $8,362,980 | |
| Central America and the Caribbean | Unrelated Trade or Business | N/A | $6,319,072 | |
| Central America and the Caribbean | Program Services | SELF-INSURANCE | $5,630,387 | |
| East Asia and the Pacific | Investments | N/A | $2,188,042 | |
| East Asia and the Pacific | Program Services | DIABETES CLINIC | $62,667 | 1 |
| Central America and the Caribbean | Conduct board meetings | N/A | $42,411 | |
| Europe (Including Iceland and Greenland) | Conduct board meetings | N/A | $11,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $719,333,373 | SubtotalSpentAmt |
| Total Spent | $719,333,373 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 - Activities per Region | FormAndLineReferenceDesc |
| Explanation | The amounts reported on Schedule F, Part I, Line 3 include the book values of foreign investments, insurance premiums paid directly to an off-shore captive and travel and meeting expenses paid to attend off-shore captive meetings. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 650. | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 58308 | PersonsServedCnt |
| Total Community Benefit Expns | $80,278,471 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $80,278,471 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03270 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 123535 | PersonsServedCnt |
| Total Community Benefit Expns | $601,570,874 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $510,877,664 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $90,693,210 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03700 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 181843 | PersonsServedCnt |
| Total Community Benefit Expns | $681,849,345 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $510,877,664 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $170,971,681 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06970 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 38 | ActivitiesOrProgramsCnt |
| Persons Served | 589841 | PersonsServedCnt |
| Total Community Benefit Expns | $27,782,041 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,669,272 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $26,112,769 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01060 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 2689 | PersonsServedCnt |
| Total Community Benefit Expns | $74,776,477 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $16,200,605 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $58,575,872 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02390 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 6 | ActivitiesOrProgramsCnt |
| Persons Served | 3577 | PersonsServedCnt |
| Total Community Benefit Expns | $10,018,484 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $32,654 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,985,830 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00410 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 9381 | PersonsServedCnt |
| Total Community Benefit Expns | $73,066,236 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,100,140 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $70,966,096 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02890 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 10 | ActivitiesOrProgramsCnt |
| Persons Served | 35603 | PersonsServedCnt |
| Total Community Benefit Expns | $4,981,258 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $4,981,258 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00200 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 60 | ActivitiesOrProgramsCnt |
| Persons Served | 641091 | PersonsServedCnt |
| Total Community Benefit Expns | $190,624,496 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,002,671 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $170,621,825 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06950 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 60 | ActivitiesOrProgramsCnt |
| Persons Served | 822934 | PersonsServedCnt |
| Total Community Benefit Expns | $872,473,841 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $530,880,335 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $341,593,506 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.13920 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $400,252 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $364,752 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $35,500 | NetCommunityBenefitExpnsAmt |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 5 | PersonsServedCnt |
| Total Community Benefit Expns | $3,157 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,157 | NetCommunityBenefitExpnsAmt |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 2200 | PersonsServedCnt |
| Total Community Benefit Expns | $497,740 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $497,740 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 6 | ActivitiesOrProgramsCnt |
| Persons Served | 3499 | PersonsServedCnt |
| Total Community Benefit Expns | $901,149 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $364,752 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $536,397 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $37,609,087 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $417,180,616 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $429,179,258 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$11,998,642 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (6 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| BSC LLC | |||
| AMBULATORY SURGERY CENTER | 0.25815 | 0.00000 | 0.74185 |
| EHSC LLC | |||
| AMBULATORY SURGERY CENTER | 0.25752 | 0.00000 | 0.74248 |
| SSSC LLC | |||
| AMBULATORY SURGERY CENTER | 0.26444 | 0.00000 | 0.73556 |
| IEC LLC | |||
| AMBULATORY SURGERY CENTER | 0.26010 | 0.00000 | 0.73990 |
| ROCS LLC | |||
| AMBULATORY SURGERY CENTER | 0.29697 | 0.00000 | 0.70303 |
| BOSC LLC | |||
| AMBULATORY SURGERY CENTER | 0.28687 | 0.00000 | 0.71313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 N SENATE BLVD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | HTTP://IUHEALTH.ORG/ | WebsiteAddressTxt |
| State License | 13-005051-1 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Childrens Hospital | Yes (X) | ChildrensHospitalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | SEE PART VI FOR ADDITIONAL INFORMATION | OtherDesc |
| Facility Reporting Group | 1 | FacilityReportingGroupCd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 13 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | HTTP://IUHEALTH.ORG/GETSTRONG/ | OwnWebsiteURLTxt |
| Rpt Available Upon Request | Yes (X) | RptAvailableUponRequestInd |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Exec Implementation Strategy | Yes (X) | ExecImplementationStrategyInd |
| Include Operational Plan | Yes (X) | IncludeOperationalPlanInd |
| Adopt Budget | Yes (X) | AdoptBudgetInd |
| Prioritize Health Needs | Yes (X) | PrioritizeHealthNeedsInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| All Needs Addressed | false | AllNeedsAddressedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (true) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 200. | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (true) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 650. | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Asset Level | Yes (X) | AssetLevelInd |
| Medical Indigency | Yes (X) | MedicalIndigencyInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Uninsured Discount | Yes (X) | UninsuredDiscountInd |
| Medicaid Medicare | Yes (X) | MedicaidMedicareInd |
| State Regulation | Yes (X) | StateRegulationInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| Posted On Website | Yes (X) | PostedOnWebsiteInd |
| Posted In Emergency Room | Yes (X) | PostedInEmergencyRoomInd |
| Posted In Admission Office | Yes (X) | PostedInAdmissionOfficeInd |
| Available On Request | Yes (X) | AvailableOnRequestInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Collection Activities | false | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Average Negotiated Rates | Yes (X) | AverageNegotiatedRatesInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 3 - Input from Community | Indiana 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 Needs | Indiana 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 Publicize | 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. 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 69 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (69 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| BALL OUTPATIENT SURGERY CENTER | ||||
| 2525 W UNIVERSITY STE 200 | MUNCIE | IN | 47303 | AMBULATORY SURGERY |
| BELTWAY ENDOSCOPY CENTER - SPRINGMILL | ||||
| 200 W 103RD ST STE 2400 | INDIANAPOLIS | IN | 46290 | AMBULATORY SURGERY |
| BELTWAY SURGERY CENTERS | ||||
| 151 N PENNSYLVANIA PKWY | INDIANAPOLIS | IN | 46280 | AMBULATORY SURGERY |
| BELTWAY SURGERY CENTERS - SPRINGMILL | ||||
| 200 W 103RD ST | INDIANAPOLIS | IN | 46280 | AMBULATORY SURGERY |
| EAGLE HIGHLANDS SURGERY CENTER | ||||
| 6850 PARKDALE PLACE | INDIANAPOLIS | IN | 46254 | AMBULATORY SURGERY |
| INDIANA ENDOSCOPY CENTERS | ||||
| 10967 ALLISONVILLE RD STE 100 | FISHERS | IN | 46038 | AMBULATORY SURGERY |
| INDIANA ENDOSCOPY CENTERS | ||||
| 1115 RONALD REAGAN PKWY STE 347 | AVON | IN | 46123 | AMBULATORY SURGERY |
| INDIANA ENDOSCOPY CENTERS | ||||
| 1801 N SENATE BLVD STE 401 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| RILEY OUTPATIENT SURGERY CENTER | ||||
| 702 BARNHILL DR STE 0201 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| SENATE STREET SURGERY CENTER | ||||
| 1801 N SENATE BLVD | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| IU HEALTH BARIATRIC & MED WEIGHT LOSS | ||||
| 6640 INTECH BLVD STE 300 | INDIANAPOLIS | IN | 46278 | BARIATRIC AND MEDICAL WEIGHT LOSS |
| IU MEL & BREN SIMON CANCER CENTER | ||||
| 1030 W MICHIGAN ST | INDIANAPOLIS | IN | 46202 | CANCER CARE |
| IU HEALTH CARDIOVASCULAR TESTING | ||||
| 10967 ALLISONVILLE RD STE 240 | FISHERS | IN | 46038 | CARDIOVASCULAR |
| IU HEALTH CARDIOVASCULAR TESTING | ||||
| 11725 ILLINOIS ST STE LL050 | CARMEL | IN | 46032 | CARDIOVASCULAR |
| IU HEALTH CARDIOVASCULAR TESTING | ||||
| 1210B MEDICAL ARTS BLVD STE 144 | ANDERSON | IN | 46011 | CARDIOVASCULAR |
| IU HEALTH CARDIOVASCULAR TESTING | ||||
| 13100 E 136TH ST STE 300 | FISHERS | IN | 46037 | CARDIOVASCULAR |
| IU HEALTH CARDIOVASCULAR TESTING | ||||
| 8075 N SHADELAND AVE STE 350 | INDIANAPOLIS | IN | 46250 | CARDIOVASCULAR |
| IU HEALTH CARDIOVASCULAR SURGEONS | ||||
| 1701 N SENATE BLVD STE 755 | INDIANAPOLIS | IN | 46202 | CARDIOVASCULAR |
| IU HEALTH CARDIOVASCULAR SURGEONS | ||||
| 707 W 2ND ST | BLOOMINGTON | IN | 47401 | CARDIOVASCULAR |
| IU HEALTH CARDIOVASCULAR SURGEONS | ||||
| 637 S WALKER ST STE 2 | BLOOMINGTON | IN | 47403 | CARDIOVASCULAR |
| EAST WASHINGTON TIMESHARE | ||||
| 9670 E WASHINGTON ST STE 110 | INDIANAPOLIS | IN | 46229 | DIAGNOSTIC AND OTHER MEDICAL |
| GEORGETOWN TIMESHARE | ||||
| 4880 CENTURY PLAZA RD STE 170 | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH GEORGETOWN MEDICAL PLAZA | ||||
| 4880 CENTURY PLAZA RD | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH METHODIST MEDICAL PLAZA BBURG | ||||
| 1375 N GREEN ST STE 200 | BROWNSBURG | IN | 46207 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH METHODIST MEDICAL PLAZA EHGH | ||||
| 6850 PARKDALE PL | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH METHODIST MEDICAL PLAZA EAST | ||||
| 9660 E WASHINGTON ST | INDIANAPOLIS | IN | 46229 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH METHODIST MEDICAL PLAZA NORTH | ||||
| 151 PENNSYLVANIA PKWY | CARMEL | IN | 46280 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH METHODIST MEDICAL PLAZA SOUTH | ||||
| 8820 S MERIDIAN ST | INDIANAPOLIS | IN | 46217 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH METHODIST MEDICAL TOWER | ||||
| 1633 N CAPITOL AVE | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH SPRING MILL OUTPATIENT CENTER | ||||
| 200 W 103RD ST STE 1200 | INDIANAPOLIS | IN | 46290 | DIAGNOSTIC AND OTHER MEDICAL |
| METHODIST MEDICAL PLAZA - GLENDALE | ||||
| 2620 KESSLER BLVD E | INDIANAPOLIS | IN | 46220 | DIAGNOSTIC AND OTHER MEDICAL |
| NORTH MERIDIAN TIMESHARE | ||||
| 201 PENNSYLVANIA PKWY STE 305 | INDIANAPOLIS | IN | 46280 | DIAGNOSTIC AND OTHER MEDICAL |
| SOUTH 31 TIMESHARE | ||||
| 8820 S MERIDIAN ST STE 230 | INDIANAPOLIS | IN | 46217 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH DIALYSIS | ||||
| 2140 N CAPITOL AVE | INDIANAPOLIS | IN | 46202 | DIALYSIS |
| IU HEALTH HOME DIALYSIS CENTER | ||||
| 8830 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | DIALYSIS |
| IU HEALTH CHARIS EATING DISORDER CLINIC | ||||
| 6640 INTECH BLVD STE 195 | INDIANAPOLIS | IN | 46278 | EATING DISORDERS |
| IU HEALTH HOME CARE | ||||
| 1411 W COUNTY LINE RD | GREENWOOD | IN | 46142 | HOME HEALTH CARE |
| IU HEALTH HOME CARE | ||||
| 1828 N ILLINOIS ST | INDIANAPOLIS | IN | 46202 | HOME HEALTH CARE |
| IU HEALTH HOME CARE | ||||
| 202 S WEST ST | TIPTON | IN | 46072 | HOME HEALTH CARE |
| IU HEALTH HOME CARE | ||||
| 702 N ILLINOIS ST | INDIANAPOLIS | IN | 46204 | HOME HEALTH CARE |
| CAPITAL NEUROLOGY | ||||
| 201 PENNSYLVANIA PKWY STE 300 | INDIANAPOLIS | IN | 46280 | NEUROLOGY |
| EAST RETAIL PHARMACY | ||||
| 9650 E WASHINGTON ST | INDIANAPOLIS | IN | 46229 | PHARMACY |
| GEORGETOWN RETAIL PHARMACY | ||||
| 4880 CENTURY PLAZA RD STE 150 | INDIANAPOLIS | IN | 46254 | PHARMACY |
| SOUTH RETAIL PHARMACY | ||||
| 8820 S MERIDIAN ST STE 105 | INDIANAPOLIS | IN | 46217 | PHARMACY |
| IU HEALTH FISHERS RADIOLOGY | ||||
| 10995 ALLISONVILLE RD STE 100B | FISHERS | IN | 46038 | RADIOLOGY |
| IU HEALTH BALL MEMORIAL HOSPITAL LAB | ||||
| 2401 W UNIVERSITY AVE | MUNCIE | IN | 47303 | REFERENCE LABORATORY |
| IU HEALTH REHABILITATION | ||||
| 6820 PARKDALE PL STE 120 | INDIANAPOLIS | IN | 46254 | REHABILITATION |
| IU HEALTH ARNETT SLEEP APNEA ED CENTER | ||||
| 3900 MCCARTY LN STE 102 | LAFAYETTE | IN | 47909 | SLEEP DISORDERS |
| IU HEALTH BALL MEMORIAL SLEEP APNEA ED | ||||
| 6000 W KILGORE AVE STE A | MUNCIE | IN | 47304 | SLEEP DISORDERS |
| IU HEALTH BEDFORD SLEEP APNEA ED CENTER | ||||
| 1502 CLINIC DR | BEDFORD | IN | 47421 | SLEEP DISORDERS |
| IU HEALTH HOWARD SLEEP APNEA ED CENTER | ||||
| 829 N DIXON RD | KOKOMO | IN | 46901 | SLEEP DISORDERS |
| IU HEALTH SLEEP APNEA ED CTR AT INDPLS | ||||
| 714 N SENATE AVE STE 120 | INDIANAPOLIS | IN | 46202 | SLEEP DISORDERS |
| IU HEALTH SLEEP LAB | ||||
| 714 N SENATE AVE STE 120 | INDIANAPOLIS | IN | 46202 | SLEEP DISORDERS |
| SLEEP APNEA ED CTR AT IU HEALTH NORTH | ||||
| 11590 N MERIDIAN ST STE 410 | CARMEL | IN | 46032 | SLEEP DISORDERS |
| SLEEP APNEA ED CTR AT IU HEALTH WEST | ||||
| 1115 N RONALD REAGAN PKWY 371 | AVON | IN | 46123 | SLEEP DISORDERS |
| SLEEP DISORDERS CTR AT IU HEALTH NORTH | ||||
| 11590 N MERIDIAN ST STE 410 | INDIANAPOLIS | IN | 46032 | SLEEP DISORDERS |
| IU HEALTH SPORTS PERFORMANCE | ||||
| 1402 CHASE CT | CARMEL | IN | 46032 | SPORTS PERFORMANCE |
| IU HEALTH CHILDREN'S THERAPY CENTER | ||||
| 4935 W ARLINGTON RD | BLOOMINGTON | IN | 47408 | THERAPY |
| IU HEALTH MINUTE CLINIC | ||||
| 8766 E 96TH ST | FISHERS | IN | 46038 | IMMEDIATE CARE |
| IU HEALTH NEUROSCIENCE CENTER | ||||
| 355 W 16TH ST | INDIANAPOLIS | IN | 46202 | NEUROSCIENCE CENTER OF EXCELLENCE |
| IU HEALTH OCCUPATIONAL SERVICES | ||||
| 1101 SOUTHEASTERN AVE | INDIANAPOLIS | IN | 46202 | OCCUPATIONAL THERAPY |
| RILEY HOSPITAL SPECIALTY CARE | ||||
| 211 N EDDY ST | SOUTH BEND | IN | 46617 | DIAGNOSTIC AND OTHER MEDICAL |
| BELTWAY SURGERY CENTERS - GLEN LEHMAN | ||||
| 550 N UNIVERSITY BLVD STE 4100 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| IU HEALTH SAXONY SURGERY CENTER | ||||
| 13100 E 136TH ST | FISHERS | IN | 46060 | AMBULATORY SURGERY |
| IU HEALTH NORTH HOSPITAL LAB | ||||
| 11700 N MERIDIAN ST | CARMEL | IN | 46032 | REFERENCE LABORATORY |
| IU HEALTH WEST HOSPITAL LAB | ||||
| 1111 N RONALD REAGAN PKWY | AVON | IN | 46123 | REFERENCE LABORATORY |
| IU HEALTH LAPORTE HOSPITAL LAB | ||||
| 1007 LINCOLNWAY | LAPORTE | IN | 46350 | REFERENCE LABORATORY |
| IU HEALTH ARNETT HOSPITAL LAB | ||||
| 5165 MCCARTY LN | LAFAYETTE | IN | 47905 | REFERENCE LABORATORY |
| IU HEALTH CARDIOVASCULAR TESTING | ||||
| 6920 PARKDALE PL | INDIANAPOLIS | IN | 46254 | CARDIOVASCULAR |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 Expense | The 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 Expense | Schedule H, Part I, Line 7, Column (f), Percent of Total Expense, is based on column (e) Net Community Benefit Expense. The percent of total expense based on column (c) Total Community Benefit Expense, which does not include direct offsetting revenue, is 35.57%. |
| Schedule H, Part I, Line 7g - Subsidized Health Services | Indiana 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 Served | Indiana 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 Expense | The 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 Shortfall | The 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 Policy | If 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 Assessment | Communities 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 Information | Indiana 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 Health | As 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 System | Indiana 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 Website | IU Health operates several hospital locations under a single hospital license issued by the Indiana State Department of Health. The names, addresses, and primary website addresses for each of these locations are as follows: IU Health Methodist Hospital 1701 N. Senate Blvd. Indianapolis, IN 46202 http://iuhealth.org/methodist/ IU Health University Hospital 550 University Blvd. Indianapolis, IN 46202 http://iuhealth.org/university/ Riley Hospital for Children at IU Health 705 Riley Hospital Dr. Indianapolis, IN 46202 http://iuhealth.org/riley/ IU Health Saxony Hospital 13000 E. 136th St. Fishers, IN 46037 http://iuhealth.org/saxony/ |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY SCHOOL OF MEDICINE | ||||||||||
| 714 N SENATE AVE | INDIANAPOLIS | IN | 46202 | 356001673 | 501(C)(3) | $55,500,000 | $0 | N/A | N/A | RESEARCH SUPPORT |
| METHODIST RESEARCH INSTITUTE INC | ||||||||||
| 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 351007590 | 501(C)(3) | $1,920,752 | $0 | N/A | N/A | RESEARCH SUPPORT |
| HEALTHNET INC | ||||||||||
| 3401 RAYMOND ST | INDIANAPOLIS | IN | 46203 | 351579827 | 501(C)(3) | $254,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| METHODIST HEALTH FOUNDATION INC | ||||||||||
| 1800 N CAPITOL AVE | INDIANAPOLIS | IN | 46202 | 356043086 | 501(C)(3) | $248,084 | $0 | N/A | N/A | GENERAL SUPPORT |
| UNITED METHODIST FOUNDATION OF INDIANA INC | ||||||||||
| 8401 FISHERS CENTER DR | FISHERS | IN | 46038 | 237258100 | 501(C)(3) | $102,500 | $0 | N/A | N/A | REJUVENATE PROGRAM |
| CENTRAL INDIANA CORPORATE PARTNERSHIP INC | ||||||||||
| 111 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | 352065459 | 501(C)(6) | $60,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| INDIANA UNIVERSITY FOUNDATION | ||||||||||
| 1110 W MICHIGAN ST | INDIANAPOLIS | IN | 46202 | 356018940 | 501(C)(3) | $25,000 | $0 | N/A | N/A | SEE PART IV |
| INDIANAPOLIS PARKS FOUNDATION INC | ||||||||||
| 615 N ALABAMA ST | INDIANAPOLIS | IN | 46204 | 351860468 | 501(C)(3) | $25,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| INDIANAPOLIS MEDICAL SOCIETY FOUNDATION INC | ||||||||||
| 631 E NEW YORK ST | INDIANAPOLIS | IN | 46202 | 351810091 | 501(C)(3) | $25,000 | $0 | N/A | N/A | PROJECT HEALTH |
| CROSSROADS COUNCIL BOY SCOUTS OF AMERICA INC | ||||||||||
| 7125 FALL CREEK RD | INDIANAPOLIS | IN | 46256 | 350867962 | 501(C)(3) | $24,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| UNITED WAY OF CENTRAL INDIANA INC | ||||||||||
| PO BOX 88409 | INDIANAPOLIS | IN | 46208 | 351007590 | 501(C)(3) | $15,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| INDIANAPOLIS DOWNTOWN INC | ||||||||||
| 111 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | 351877771 | 501(C)(3) | $15,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| ACTION FOR HEALTHY KIDS INC | ||||||||||
| 600 W VAN BUREN | CHICAGO | IL | 60607 | 470902020 | 501(C)(3) | $10,000 | $0 | N/A | N/A | AWARD PROGRAM |
| HABITAT FOR HUMANITY OF GREATER INDIANAPOLIS INC | ||||||||||
| 1011 E 22ND ST | INDIANAPOLIS | IN | 46202 | 351715910 | 501(C)(3) | $10,000 | $0 | N/A | N/A | PANEL BUILD/FLOORING |
| AMERICAN KIDNEY FUND INC | ||||||||||
| 11921 ROCKVILLE PIKE | ROCKVILLE | MD | 20852 | 237124261 | 501(C)(3) | $10,000 | $0 | N/A | N/A | HIPP PROGRAM |
| TEACH FOR AMERICA INC | ||||||||||
| 1630 N MERIDIAN ST | INDIANAPOLIS | IN | 46202 | 133451913 | 501(C)(3) | $10,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SEE PART IV | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $133,333 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 - Org.'s Proc. for Mon. the Use of Grant Funds | Although 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 Assistance | Indiana 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 Individuals | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL F EVANS JR | ||||||||||||||
| DIRECTOR/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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a - Travel, Housing, and Bus. Use of Residence | Indiana 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 Payments | Norman 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 Plan | Daniel 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 Payments | Amounts disclosed in Column B(ii) include a long-term and short-term incentive for certain executives and short-term incentive for other employees. Although these plans are based on a fixed formula that has been approved by the Board of Directors based upon certain qualitative and quantitative factors and goals, all discretionary incentive plans must be approved by the Committee on Personnel and Compensation and Board of Directors prior to any incentive payout. |
| Schedule J, Part III - Daniel F. Evans, Jr. - 2009 through 2013 Forms W-2c | Indiana 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING | ||||||||
| A | 351611409 | 45479RAH0 | 2006-01-24 | $325,003,005 | SERIES 2006A BONDS | false | false | false |
| INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING | ||||||||
| B | 351611409 | 45479RBL0 | 2006-09-14 | $387,109,760 | SERIES 2006B BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| C | 351602316 | 2013-11-26 | $18,783,695 | TAX-EXEMPT LEASE, 2010 | false | false | false | |
| INDIANA FINANCE AUTHORITY | ||||||||
| D | 351602316 | 45471AEB4 | 2011-04-19 | $228,195,000 | SERIES 2011A, B, C, D, AND E BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $348,013,874 | $0 | $29,904,769 | $0 | $1,947,719 | $0 | $0 | $316,161,386 | $0 | $0 | 2007 | false | false | Yes (true) | Yes (true) |
| B | $37,155,000 | $0 | $388,586,019 | $0 | $0 | $0 | $2,286,019 | $0 | $0 | $0 | $386,300,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| C | $0 | $0 | $18,783,695 | $0 | $0 | $0 | $0 | $0 | $0 | $18,783,695 | $0 | $0 | 2010 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $31,375,000 | $0 | $228,203,281 | $0 | $0 | $0 | $740,000 | $0 | $0 | $70,008,281 | $157,455,000 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | Yes (true) | Yes (true) | |
| 0 | |||||||||||
| B | false | false | Yes (true) | false | false | false | Yes (true) | SEE PART VI | false | Yes (true) | Yes (true) |
| 0 | |||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||||
| D | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Page 1a, Part I, Line A, Column (f) - Description of Purpose | The Series 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 Purpose | The Series 2006B Bonds were issued in order to refund the Series 1996B and C, 2000B and C, and 2003H and I Bonds. The Series 1996B and C, 2000B and C, and 2003H and I Bonds were issued on December 31, 1996, November 21, 2000, and August 12, 2003, respectively. |
| Schedule K, Page 1a, Part I, Line C, Column (f) - Description of Purpose | The Tax-Exempt Lease, 2010, was modified and reissued on November 26, 2013. The original tax-exempt lease was entered into on April 9, 2010 and was used to provide funding for the purchase of critical care aircraft. |
| Schedule K, Page 1a, Part I, Line D, Column (f) - Description of Purpose | The Series 2011A, B, C, D, and E Bonds were issued to provide funding for the new construction of buildings and structures and the purchase of equipment. Additionally, the Bonds were issued in order to refund the Series 2008A, C, and D Bonds and pay off a taxable line of credit that refunded the Series 2008B Bonds. The 2008A, B, C, and D Bonds were issued on September 11, 2008. |
| Schedule K, Page 1a, Part II, Line 3 - Total Proceeds of Issue | Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceeds: Column A Series 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 Purpose | The 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 Purpose | The 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 Purpose | The Series 2011N Bonds were issued in order to refund the Series 2011E bonds issued on April 19, 2011, refund the 2011F and G Bonds issued on May 5, 2011, and to pay off a portion of a taxable line of credit, which was used to provide funding for the new construction of buildings and structures and the purchase of equipment. Additionally, the Series 2011N Bonds were used to pay down a taxable line of credit used to purchase the Series 2006 Bonds of Indiana University Health Ball Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, which were issued on May 31, 2006; to refund the Series 2006 Bonds of Indiana University Health White Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, which were issued on October 26, 2006; and to refund the Series 1998B Bonds of Indiana University Health Bloomington Hospital, Inc., a related 501(c)(3) organization, which were issued on November 17, 1999. |
| Schedule K, Page 1b, Part II, Line 3 - Total Proceeds of Issue | Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceeds: Column A Series 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. Percentages | Indiana 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. Percentages | Indiana 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. Period | Any 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 GIC | GIC provided by Citigroup Financial Products, Inc. with a term of 0.3 years. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| INDIANA FINANCE AUTHORITY | ||||||||
| A | 351602316 | 45471AED0 | 2011-05-05 | $274,815,000 | SERIES 2011F, G, H AND I BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| B | 351602316 | 2011-05-25 | $111,435,000 | SEIRES 2011 L AND M BONDS | false | false | false | |
| INDIANA FINANCE AUTHORITY | ||||||||
| C | 351602316 | 45471AFX5 | 2011-12-07 | $221,617,127 | SERIES 2011 N BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $133,250,000 | $0 | $274,815,039 | $0 | $0 | $0 | $890,000 | $0 | $0 | $0 | $273,925,039 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $0 | $0 | $111,437,350 | $0 | $0 | $0 | $363,690 | $0 | $0 | $111,073,660 | $0 | $0 | false | false | Yes (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 | $0 | Yes (true) | false | false | Yes (true) | 2013 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATHAN D LAMBERT MD | PersonNm |
| Relationship With Org | SEE PART V | RelationshipWithOrgTxt |
| Loan Purpose | SEE PART V | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $50,000 | OriginalPrincipalAmt |
| Balance Due | $14,663 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $14,663 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| IU HEALTH PLANS INC | |||
| SEE PART V | $87,773,862 | SEE PART V | false |
| IU HEALTH RISK RETENTION GROUPINC | |||
| SEE PART V | $9,948,693 | SEE PART V | false |
| IUH ASSURANCE LTD | |||
| SEE PART V | $5,880,387 | SEE PART V | false |
| HILL-ROM HOLDINGS INC | |||
| SEE PART V | $5,525,896 | SEE PART V | false |
| HEALTH VENTURE MANAGEMENT LLC | |||
| SEE PART V | $3,233,680 | SEE PART V | false |
| SENATE STREET SURGERY CENTER LLC | |||
| SEE PART V | $1,656,743 | SEE PART V | false |
| ROC SURGERY LLC | |||
| SEE PART V | $1,525,832 | SEE PART V | false |
| CHV FUND I LLC | |||
| SEE PART V | $677,079 | SEE PART V | false |
| CHV CAPITAL INC | |||
| SEE PART V | $177,930 | SEE PART V | false |
| RACHEL PORTER SMITH | |||
| SEE PART V | $98,424 | SEE PART V | false |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule L, Part II, Columns (b) and (C) - Relationship and Purpose | Heart 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 Descriptions | Ryan 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4a - Statement of Program Service Accomplishments | Indiana 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 Countries | In 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 Relationships | John 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 Stockholders | Line 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 Body | Indiana 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 Policy | Indiana 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 Compensation | 1. The Board of Directors has established a Committee on Personnel and Compensation. The individuals on this Committee are made up of individuals who are on the Board and who do not have a conflict of interest with 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 Disclosure | Indiana 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 week | During 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 Balances | During 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| CCCG LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 203949968 | HEALTHCARE | IN | $35,750 | $34,210 | IUH |
| CCSG LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 261921481 | HEALTHCARE | IN | $276,605 | $0 | IUH |
| CLARIAN QUALITY PARTNERS LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 263603579 | HEALTHCARE | IN | $245 | $0 | IUH |
| CLARIAN SAXONY MEDICAL CENTER LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 262414219 | HEALTHCARE | IN | $0 | $0 | IUH |
| HEART PARTNERS OF INDIANA LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 201123537 | HEALTHCARE | IN | $4,008,090 | $0 | IUH |
| IU HEALTH MANAGEMENT LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 800141954 | MANAGEMENT | IN | $4,508,789 | $0 | IUH |
| IU HEALTH SAXONY SURGERY CENTER LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 275271091 | HEALTHCARE | IN | $4,079,625 | $7,997,540 | IUH |
| SENATE HEALTH PLANS SOLUTIONS LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 273736054 | MANAGEMENT | IN | $13,042,211 | $4,846,739 | IUH |
| ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351348013 | HEALTHCARE | IN | $10,379,968 | $3,137,010 | IUH |
| IUH POPULATION HEALTH MANAGEMENT LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 463913461 | HEALTHCARE | IN | $0 | $0 | IUH |
| CHV FUND II LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 800902337 | VENTURE CAP. | IN | $250,000 | $0 | IUH |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (41 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CLARIAN TRANSPLANT INSTITUTE INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 134350599 | HEALTHCARE | IN | 501(C)(3) | 9 | IUH | Yes (true) |
| GOSHEN HEALTH SYSTEM INC | ||||||||||
| 200 HIGH PARK AVE | GOSHEN | IN | 46527 | 351974765 | HEALTHCARE | IN | 501(C)(3) | 11 I | IUH | Yes (true) |
| GOSHEN HOSPITAL ASSOCIATION INC | ||||||||||
| 200 HIGH PARK AVE | GOSHEN | IN | 46527 | 356001540 | HEALTHCARE | IN | 501(C)(3) | 3 | GHS | Yes (true) |
| HEALTHLINC INC | ||||||||||
| 714 S ROGERS ST | BLOOMINGTON | IN | 47403 | 263571507 | HEALTHCARE | IN | 501(C)(3) | 9 | IUHB | Yes (true) |
| INDIANA RADIOLOGY PARTNERS INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 201017034 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | Yes (true) |
| IU HEALTH ARNETT FOUNDATION INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 356079797 | FUNDRAISING | IN | 501(C)(3) | 11 I | IUHA | Yes (true) |
| IU HEALTH ARNETT INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 263162145 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | Yes (true) |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 350867958 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | Yes (true) |
| IU HEALTH BALL MEMORIAL PHYSICIANS INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351925641 | HEALTHCARE | IN | 501(C)(3) | 9 | IUHBMH | Yes (true) |
| IU HEALTH BEDFORD INC | ||||||||||
| 2900 W 16TH ST | BEDFORD | IN | 47421 | 237042323 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | Yes (true) |
| IU HEALTH BLACKFORD HOSPITAL INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 010646166 | HEALTHCARE | IN | 501(C)(3) | 3 | IUHBMH | Yes (true) |
| IU HEALTH BLOOMINGTON INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351720796 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | Yes (true) |
| IU HEALTH BMH FOUNDATION INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 311111784 | FUNDRAISING | IN | 501(C)(3) | 11 I | IUHBMH | Yes (true) |
| IU HEALTH CARE ASSOCIATES INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351747218 | HEALTHCARE | IN | 501(C)(3) | 9 | IUH | Yes (true) |
| IU HEALTH LAPORTE HOSPITAL INC | ||||||||||
| PO BOX 250 | LAPORTE | IN | 46352 | 351125434 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | Yes (true) |
| IU HEALTH LAPORTE PHYSICIANS INC | ||||||||||
| PO BOX 250 | LAPORTE | IN | 46352 | 311070868 | HEALTHCARE | IN | 501(C)(3) | 3 | IUHLH | Yes (true) |
| IU HEALTH MORGAN HOSPITAL INC | ||||||||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | 273533027 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | Yes (true) |
| IU HEALTH NORTH HOSPITAL INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351932442 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | Yes (true) |
| IU HEALTH PAOLI HOSP FOUNDATION INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 310992486 | FUNDRAISING | IN | 501(C)(3) | 11 III-0 | IUHP | Yes (true) |
| IU HEALTH PAOLI INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 352090919 | HEALTHCARE | IN | 501(C)(3) | 3 | IUHB | Yes (true) |
| IU HEALTH TIPTON HOSPITAL INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 262772226 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | Yes (true) |
| IU HEALTH WEST HOSPITAL INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351814660 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | Yes (true) |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 273532963 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | Yes (true) |
| IU MEDICAL GROUP FOUNDATION INC | ||||||||||
| 340 W 10TH ST NO FS5100 | INDIANAPOLIS | IN | 46202 | 201093251 | FUNDRAISING | IN | 501(C)(3) | 11 II | NA | false |
| METHODIST HEALTH FOUNDATION INC | ||||||||||
| 1800 N CAPITOL AVE | INDIANAPOLIS | IN | 46202 | 356043086 | FUNDRAISING | IN | 501(C)(3) | 11 I | IUH | Yes (true) |
| METHODIST HEALTH GROUP INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 350876390 | HEALTHCARE | IN | 501(C)(3) | 11 III-FI | NA | false |
| METHODIST MEDICAL GROUP INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351945384 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | Yes (true) |
| METHODIST OCCUP HEALTH CENTERS INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351844176 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | Yes (true) |
| METHODIST RESEARCH INSTITUTE INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 352023710 | HEALTHCARE | IN | 501(C)(3) | 11 I | IUH | Yes (true) |
| MH HEALTHCARE INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351766531 | HEALTHCARE | IN | 501(C)(3) | 3 | MMG | Yes (true) |
| MORGAN CO MEM HOSP FOUNDATION INC | ||||||||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | 352035162 | FUNDRAISING | IN | 501(C)(3) | 11 II | IUHMH | Yes (true) |
| MORGAN CO MEM HOSP GUILD INC | ||||||||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | 310886844 | FUNDRAISING | IN | 501(C)(3) | 11 III-FI | IUHMH | Yes (true) |
| MORGAN HEALTH SERVICES INC | ||||||||||
| 1949 HOSPITAL DR | MARTINSVILLE | IN | 46151 | 351968564 | HEALTHCARE | IN | 501(C)(3) | 3 | IUHMH | Yes (true) |
| IU HEALTH WHITE MEMORIAL FOUNDATION | ||||||||||
| PO BOX 952 | MONTICELLO | IN | 47960 | 351671806 | FUNDRAISING | IN | 501(C)(3) | 11 III-0 | IUHWMH | Yes (true) |
| UNIVERSITY FAMILY PHYSICIANS INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 237427350 | HEALTHCARE | IN | 501(C)(3) | 9 | IUHCA | Yes (true) |
| REHABILITATION HOSPITAL OF INDIANA INC | ||||||||||
| 411 SHORE DR | INDIANAPOLIS | IN | 46254 | 351786005 | HEALTHCARE | IN | 501(C)(3) | 3 | MHH | Yes (true) |
| RHI FOUNDATION INC | ||||||||||
| 4141 SHORE DR | INDIANAPOLIS | IN | 46254 | 351932349 | FUNDRAISING | IN | 501(C)(3) | 11 I | RHI | Yes (true) |
| IU HEALTH GOSHEN FOUNDATION INC | ||||||||||
| 200 HIGH PARK AVE | GOSHEN | IN | 46527 | 462565300 | FUNDRAISING | IN | 501(C)(3) | 11 I | GHS | Yes (true) |
| LAPORTE HOSPITAL FOUNDATION INC | ||||||||||
| PO BOX 250 | LAPORTE | IN | 46352 | 310952775 | FUNDRAISING | IN | 501(C)(3) | 11 I | NA | false |
| THE CHEER GUILD OF RILEY HOSP FOR CHILD | ||||||||||
| 705 RILEY HOSPITAL DR | INDIANAPOLIS | IN | 46202 | 356018517 | FUNDRAISING | IN | 501(C)(3) | 11 III-FI | NA | false |
| INDIANA HEALTH INFO EXCHANGE INC | ||||||||||
| 846 N SENATE AVE | INDIANAPOLIS | IN | 46202 | 364550324 | HEALTHCARE | IN | 501(C)(3) | 11 I | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (19 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BALL OUTPATIENT SURGERY CENTER LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 270275794 | HEALTHCARE | IN | BOSCH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| BELTWAY SURGERY CENTERS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 352072586 | HEALTHCARE | IN | BSCH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| BLOOMINGTON ENDOSCOPY CENTERS LLC | ||||||||||||||
| PO BOX 1149 | BLOOMINGTON | IN | 47402 | 352117943 | HEALTHCARE | IN | IUHB | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| BOSC HOLDINGS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 454147343 | HEALTHCARE | IN | IUH | RELATED | $1,643,385 | $6,234,422 | false | $0 | false | 0.51000 |
| CARDINAL HEALTH INITIATIVES LLC | ||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 300102702 | PURCHASING | IN | IUHBMH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| CHV FUND I LLC | ||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 262523206 | VENTURE CAPITAL | IN | IUH | EXCLUDED | -$308,597 | $18,752,550 | false | $0 | false | 1.00000 |
| CHV FUND MANAGEMENT LLC | ||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 262523151 | VENTURE CAPITAL | IN | CHV | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| CLARIAN HEALTH NETWORK LLC | ||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 352055030 | HEALTHCARE | IN | IUH | RELATED | $0 | $0 | false | $0 | false | 0.66700 |
| EAGLE HIGHLANDS SURGERY CENTER LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRGMINGHAM | AL | 35244 | 352259204 | HEALTHCARE | IN | EHSCH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| EHSC HOLDINGS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRGMINGHAM | AL | 35244 | 454147879 | HEALTHCARE | IN | IUH | RELATED | $2,409,443 | $4,412,428 | false | $0 | false | 0.51000 |
| HEALTH VENTURE MANAGEMENT LLC | ||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 205740218 | MANAGEMENT | IN | IUH | UNRELATED | $737,904 | $1,428,885 | false | $532,856 | false | 0.99000 |
| IEC HOLDINGS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 454148032 | HEALTHCARE | IN | IUH | RELATED | $3,520,717 | $4,142,738 | false | $0 | false | 0.51000 |
| INDIANA ENDOSCOPY CENTERS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 208398421 | HEALTHCARE | IN | IECH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| BSC HOLDINGS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 452314634 | HEALTHCARE | IN | IUH | RELATED | $19,224,285 | $23,868,124 | false | $0 | false | 0.51000 |
| ROC SURGERY LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 271497960 | HEALTHCARE | IN | ROCSH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| ROCS HOLDINGS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 454148369 | HEALTHCARE | IN | IUH | RELATED | $1,475,164 | $3,153,136 | false | $0 | false | 0.51000 |
| SENATE STREET SURGERY CENTER LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 421709357 | HEALTHCARE | IN | SSSCH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| SSSC HOLDINGS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 454148167 | HEALTHCARE | IN | IUH | RELATED | $3,404,677 | $4,214,907 | false | $0 | false | 0.51000 |
| CARDINAL HEALTH ALLIANCE LLC | ||||||||||||||
| 2401 W UNIVERSITY AVE | MUNCIE | IN | 47303 | 351966281 | MANAGED CARE | IN | IUHBMH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BMH MEDICAL PAVILION ASSOCIATION INC | |||||||||||||||||
| 2525 W UNIVERSITY AVE | MUNCIE | IN | 47303 | 351858408 | CONDO MANAGEMENT | IN | IUHBMH | C | $0 | $0 | 0.00000 | ||||||
| CARDINAL HEALTH VENTURES INC | |||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351611424 | MANAGEMENT | IN | IUHBMH | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| CHV CAPITAL INC | |||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 260752507 | VENTURE CAPITAL | IN | IUH | C | $1,179,229 | $109,068 | 1.00000 | Yes (true) | |||||
| IU HEALTH ACO INC | |||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 454421020 | HEALTHCARE | IN | IUH | C | $0 | $0 | 1.00000 | Yes (true) | |||||
| IU HEALTH BOARD DESIGNATED TRUST | |||||||||||||||||
| 400 HOWARD ST | SAN FRANCISCO | CA | 94105 | 306309021 | INVESTMENTS | IN | IUH | T | $11,649,185 | $172,974,971 | 1.00000 | Yes (true) | |||||
| IU HEALTH NTGI S&P500 FUND CF | |||||||||||||||||
| PO BOX 804358 | CHICAGO | IL | 60680 | 306298263 | INVESTMENTS | IN | IUH | T | $0 | $217,352,802 | 1.00000 | Yes (true) | |||||
| IU HEALTH PLANS INC | |||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 262127080 | HMO | IN | IUH | C | $98,253,375 | $9,031,242 | 1.00000 | Yes (true) | |||||
| IU HEALTH RISK PURCHASING GROUP INC | |||||||||||||||||
| 151 MEETING ST STE 301 | CHARLESTON | SC | 29401 | 260202446 | INSURANCE | IN | IUH | C | $0 | $0 | 1.00000 | Yes (true) | |||||
| IU HEALTH RISK RETENTION GROUP INC | |||||||||||||||||
| 151 MEETING ST STE 301 | CHARLESTON | SC | 29401 | 201107674 | INSURANCE | SC | IUH | C | $2,679,224 | $55,440,637 | 0.97000 | Yes (true) | |||||
| IU HEALTH SOUTHERN IN PHYSICIANS INC | |||||||||||||||||
| PO BOX 1149 | BLOOMINGTON | IN | 47402 | 351913875 | HEALTHCARE | IN | IUHB | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| IUH ASSURANCE LTD | |||||||||||||||||
| 980395429 | INSURANCE | IUH | C | $9,232,620 | $92,874,724 | 1.00000 | Yes (true) | PO BOX 69 | SOLARIS AVE. | GRAND CAYMAN | CJ | CJ | |||||
| OCC-HEALTH REVENUE SYSTEMS INC | |||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 203308057 | WORK COMP PPO | IN | MOHC | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| PARKMOR DRUG INC | |||||||||||||||||
| 1501 S MAIN ST | GOSHEN | IN | 46526 | 131394980 | PHARMACY SALES | IN | GHS | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| PILR INC | |||||||||||||||||
| 200 HIGH PARK AVE | GOSHEN | IN | 46526 | 204294750 | DEVELOPMENT | IN | GHS | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| RADIATION ONCOLOGY RESOURCES INC | |||||||||||||||||
| 200 HIGH PARK AVE | GOSHEN | IN | 46526 | 262008424 | HEALTHCARE | IN | GHS | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| SCANS INC | |||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 453080392 | HEALTHCARE | IN | CHVF1 | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| UNIVERSITY HEALTH MANAGEMENT INC | |||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 272891143 | MANAGEMENT | IN | CHV | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| UNIVERSITY HEALTH MGMT (CHINA) INC | |||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 273891311 | MANAGEMENT | IN | CHV | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| PROTEUO FUND LP | |||||||||||||||||
| 981075227 | INVESTMENTS | IUH | C | $10,511,193 | $163,603,965 | 1.00000 | Yes (true) | PO BOX 31106 | 89 NEXUS WAY | GRAND CAYMAN | CJ | CJ | |||||
| IU HEALTH PLANS HOLDING COMPANY INC | |||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 463794815 | INSURANCE | IN | IUH | C | $0 | $0 | 1.00000 | Yes (true) | |||||
| IU HEALTH PLANS NFP INC | |||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 463803873 | INSURANCE | IN | PHC | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| UNIV HLTH (SHANGHAI) MGT CON CO LTD | |||||||||||||||||
| MANAGEMENT | UHMC | C | $0 | $0 | 0.00000 | Yes (true) | 88 CENTURY AVE | SHANGHAI | CH | CH | |||||||
| GUGGENHEIM HIGH-YIELD PLUS FUND SPC | |||||||||||||||||
| INVESTMENTS | IUH | C | $3,720,661 | $0 | 0.73270 | Yes (true) | PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | CJ | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (84 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IU HEALTH ARNETT INC | ||
| A | $12,916,614 | FMV |
| IU HEALTH BEDFORD INC | ||
| A | $173,990 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| A | $533,194 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| A | $1,520,886 | FMV |
| CHV CAPITAL INC | ||
| A | $62,040 | FMV |
| GOSHEN HOSPITAL ASSOCIATION INC | ||
| A | $1,734,625 | FMV |
| IU HEALTH LAPORTE HOSPITAL INC | ||
| A | $1,432,878 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| A | $14,962,041 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| A | $936,310 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| A | $6,409,329 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||
| A | $1,173,793 | FMV |
| METHODIST RESEARCH INSTITUTE INC | ||
| B | $1,920,752 | FMV |
| EHSC HOLDINGS LLC | ||
| B | $520,200 | FMV |
| INDIANA UNIVERSITY HEALTH PLANS INC | ||
| B | $1,000,000 | FMV |
| METHODIST HEALTH FOUNDATION INC | ||
| B | $248,084 | FMV |
| METHODIST HEALTH FOUNDATION INC | ||
| C | $2,749,573 | FMV |
| IU HEALTH ARNETT INC | ||
| J | $294,011 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| J | $264,156 | FMV |
| BELTWAY SURGERY CENTERS LLC | ||
| J | $442,193 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| J | $139,126 | FMV |
| EAGLE HIGHLANDS SURGERY CENTER LLC | ||
| J | $172,655 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| J | $4,408,615 | FMV |
| IU HEALTH LAPORTE HOSPITAL INC | ||
| J | $94,491 | FMV |
| METHODIST OCCUPATIONAL HEALTH CENTERS INC | ||
| J | $270,818 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| J | $1,783,347 | FMV |
| ROC SURGERY LLC | ||
| J | $677,357 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| J | $410,039 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| K | $579,996 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| K | $154,729 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| K | $266,755 | FMV |
| IU HEALTH ARNETT INC | ||
| L | $29,325,964 | FMV |
| IU HEALTH BEDFORD INC | ||
| L | $868,038 | FMV |
| IU HEALTH BLACKFORD INC | ||
| L | $377,879 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| L | $31,841,326 | FMV |
| IU HEALTH BALL MEMORIAL PHYSICIANS INC | ||
| L | $1,764,526 | FMV |
| BALL OUTPATIENT SURGERY CENTER LLC | ||
| L | $767,665 | FMV |
| BELTWAY SURGERY CENTER LLC | ||
| L | $4,399,835 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| L | $1,484,596 | FMV |
| CLARIAN TRANSPLANT INSTITUTE INC | ||
| L | $143,712 | FMV |
| EAGLE HIGHLANDS SURGERY CENTER LLC | ||
| L | $1,354,031 | FMV |
| GOSHEN HOSPITAL ASSOCIATION INC | ||
| L | $806,498 | FMV |
| INDIANA UNIVERSITY HEALTH PLANS INC | ||
| L | $363,325 | FMV |
| INDIANA ENDOSCOPY CENTERS LLC | ||
| L | $788,428 | FMV |
| INDIANA RADIOLOGY PARTNERS INC | ||
| L | $4,827,583 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| L | $25,696,097 | FMV |
| IU HEALTH LAPORTE HOSPITAL INC | ||
| L | $1,781,318 | FMV |
| METHODIST OCCUPATIONAL HEALTH CENTERS INC | ||
| L | $1,396,465 | FMV |
| IU HEALTH MORGAN HOSPITAL INC | ||
| L | $833,063 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| L | $19,274,144 | FMV |
| ROC SURGERY LLC | ||
| L | $1,503,237 | FMV |
| IU HEALTH RISK RETENTION GROUP INC | ||
| L | $1,453,500 | FMV |
| SENATE STREET SURGERY CENTER LLC | ||
| L | $1,639,723 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| L | $540,457 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| L | $16,593,763 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||
| L | $285,928 | FMV |
| CHV FUND I LLC | ||
| M | $677,079 | FMV |
| CLARIAN TRANSPLANT INSTITUTE INC | ||
| M | $3,028,279 | FMV |
| HEALTH VENTURE MANAGEMENT LLC | ||
| M | $3,195,999 | FMV |
| INDIANA RADIOLOGY PARTNERS INC | ||
| M | $285,262 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| M | $65,006,531 | FMV |
| METHODIST OCCUPATIONAL HEALTH CENTERS INC | ||
| M | $1,265,604 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| M | $678,206 | FMV |
| IU HEALTH ARNETT INC | ||
| O | $1,090,555 | FMV |
| IU HEALTH BEDFORD INC | ||
| O | $387,617 | FMV |
| IU HEALTH BLACKFORD HOSPITAL INC | ||
| O | $646,705 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| O | $1,208,977 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| O | $263,458 | FMV |
| IUH ASSURANCE LTD | ||
| O | $250,000 | FMV |
| IU HEALTH PLANS INC | ||
| O | $123,886 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| O | $5,639,107 | FMV |
| IU HEALTH MORGAN HOSPITAL INC | ||
| O | $284,716 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| O | $1,164,593 | FMV |
| IU HEALTH SOUTHERN INDIANA PHYSICIANS INC | ||
| O | $100,235 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| O | $316,459 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| O | $398,474 | FMV |
| INDIANA RADIOLOGY PARTNERS INC | ||
| O | $619,179 | FMV |
| IUH ASSURANCE LTD | ||
| R | $5,630,387 | FMV |
| IU HEALTH RISK RETENTION GROUP INC | ||
| R | $8,495,193 | FMV |
| BOSC HOLDINGS LLC | ||
| S | $1,661,580 | FMV |
| BSC HOLDINGS LLC | ||
| S | $16,802,720 | FMV |
| EHSC HOLDINGS LLC | ||
| S | $2,067,795 | FMV |
| IEC HOLDINGS LLC | ||
| S | $3,330,581 | FMV |
| ROCS HOLDINGS LLC | ||
| S | $1,454,520 | FMV |
| SSSC HOLDINGS LLC | ||
| S | $3,177,300 | FMV |