INDIANA UNIVERSITY HEALTH FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA UNIVERSITY HEALTH FOUNDATION INC (EIN 35-6043086)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-08
- IRS object ID
- 201323129349300202
- Schema version
- 2012v2.1
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-08T08:13:30-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 Brownsboro Road | AddressLine1 |
| Address Line2 | Suite 400 | AddressLine2 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 402411122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356043086 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST HEALTH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | METH | NameControl |
| Phone | 3179621777 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 North Capitol Avenue | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH TRAEGER | Name |
| Title | VP FINANCE AND OPERATIONS | Title |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RACHEL SPURLOCK | Name |
| PTIN | P00520729 | PTIN |
| Phone | 5023263996 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN ARMSTRONG | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 North Capitol Avenue | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 51349340 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.METHODISTHEALTHFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | METHODIST HEALTH FOUNDATION PROVIDES NECESSARY FUNDING FOR INDIANA UNIVERSITY HEALTH METHODIST HOSPITAL AND COMMUNITY-BASED HEALTH CARE PROGRAMS, PHYSICIAN AND NURSING ENDOWMENTS, RESEARCH AND INNOVATIVE MEDICAL PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 15 | TotalNbrEmployees |
| Total Nbr Volunteers | 170 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3573338 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6468645 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5626461 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5257437 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4420056 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6730343 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 222629 | OtherRevenuePriorYear |
| Other Revenue Current Year | 199404 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13842484 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18655829 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 20501666 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9681768 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1452703 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1556775 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 85394 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 22663 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 893575 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 808703 | OtherExpensePriorYear |
| Other Expenses Current Year | 773257 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22848466 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12034463 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9005982 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6621366 | RevenuesLessExpensesCY |
| Total Assets BOY | 115672162 | TotalAssetsBOY |
| Total Assets EOY | 130032327 | TotalAssetsEOY |
| Total Liabilities BOY | 5605398 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5204622 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 110066764 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 124827705 | NetAssetsOrFundBalancesEOY |
| Mission Description | THROUGH FUNDRAISING, METHODIST HEALTH FOUNDATION CHAMPIONS THE MISSION OF INDIANA UNIVERSITY HEALTH METHODIST HOSPITAL - IMPROVING THE HEALTH OF PATIENTS AND COMMUNITY THROUGH INNOVATION AND EXCELLENCE IN CARE, EDUCATION, RESEARCH AND SERVICE. THE HOSPITAL HAS A RICH HERITAGE OF DELIVERING CRITICAL CARE - ADVANCED, SPECIALIZED AND HIGHLY EFFECTIVE TREATMENTS - TO CRITICALLY ILL AND INJURED PATIENTS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4521429 | Expense |
| Grants | 4521429 | Grants |
| Revenue | 4563601 | Revenue |
| Description | METHODIST HEALTH FOUNDATION (MHF) SUPPORTS RESEARCH CONDUCTED BY THE METHODIST RESEARCH INSTITUTE (MRI), A RESEARCH INSTITUTE NATIONALLY AND INTERNATIONALLY RENOWNED, WHICH CONDUCTS BASIC, CLINICAL, AND OUTCOMES RESEARCH AIMED AT IMPROVING HOSPITAL PATIENT CARE. MRI CONDUCTS RESEARCH IN CARDIOVASCULAR DISEASE, NEUROLOGIC DISEASE, CANCER, MOLECULAR NUTRITION, ORGAN TRANSPLANTATION, AND HYPOTHERMIC TISSUE PRESERVATION. THE MRI BIOREPOSITORY COLLECTS SPECIMENS FROM PATIENTS FOR RESEARCH DESIGNED TO IDENTIFY AND EVALUATE NOVEL BIOLOGICAL MARKERS IN A VARIETY OF DISEASES. THE REGISTERED NURSES OF MRI'S CLINICAL RESEARCH GROUP COORDINATE AND MANAGE THE ADMINISTRATIVE AND CLINICAL ASPECTS OF PHARMACEUTICAL AND DEVICE TRIALS FOR PRINCIPAL INVESTIGATORS AFFILIATED WITH INDIANA UNIVERSITY HEALTH METHODIST HOSPITAL. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1838595 | Expense |
| Grants | 1838595 | Grants |
| Revenue | 498276 | Revenue |
| Description | MEDICAL EDUCATION: METHODIST HEALTH FOUNDATION FUNDS PHYSICIAN FELLOWSHIPS, PROFESSIONAL DEVELOPMENT AND OTHER TYPES OF MEDICAL EDUCATION AT IU HEALTH METHODIST HOSPITAL. THIS ALLOWS EXPERIENCED SPECIALISTS AND LESS TENURED PHYSICIANS TO WORK TOGETHER WHILE PROVIDING OPPORTUNITES FOR RESEARCH, RECRUITMENT, MULTI-SPECIALTY COLLABORATION AND NATIONAL EXPOSURE. THE FELLOWSHIP PROGRAM BUILDS ON THE STRONG TRADITION OF MEDICAL EDUCATION EXCELLENCE AT IU HEALTH METHODIST HOSPITAL. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1000000 | Expense |
| Grants | 1000000 | Grants |
| Revenue | 0 | Revenue |
| Description | GRANT TO HEALTHNET NORTHEAST, PART OF THE AVONDALE MEADOWS NEIGHBORHOOD REDEVELOPMENT PROJECT. HEALTHNET NORTHEAST IS PART OF A 70,000 SQUARE-FOOT HEALTH AND WELLNESS CENTER, PARTNERING WITH THE YMCA, THAT ALLOWS CONVENIENT MULTI-PURPOSE ACCESS TO NEIGHBORHOOD RESIDENTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2674723 | Expense |
| Grants | 2321744 | Grants |
| Revenue | 296623 | Revenue |
| Description | METHODIST HEALTH FOUNDATION OBTAINS, ADMINISTERS, AND ALLOCATES FUNDS TO IU HEALTH METHODIST HOSPITAL FOR MANY PROGRAMS. SOME SPECIFIC PURPOSES INCLUDE ENHANCING THE QUALITY OF PATIENT CARE, HEALTH CARE RESEARCH, PURCHASE OF CLINICAL EQUIPMENT, AND CONDUCTING HEALTH EDUCATION. THE FOUNDATION IS AUTHORIZED TO SOLICIT CONTRIBUTIONS ON THE HOSPITAL'S BEHALF FOR THE VARIOUS PURPOSES OUTLINED ABOVE. IN ABSENCE OF DONOR RESTRICTIONS, THE FOUNDATION, IN CONCURRENCE WITH ITS BOARD OF DIRECTORS, WILL DECIDE HOW THESE FUNDS ARE TO BE DISTRIBUTED. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2674723 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 2321744 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 296623 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 10034747 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 56 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 15 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph Traeger | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3179621838 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 N Capitol Ave | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| AL WURSTER | |||||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |||
| BETTY STILWELL | |||||||||
| PRESIDENT (PARTIAL YEAR) | 60.00 | X | X | 96060 | 0 | 9062 | |||
| DAVID RESNICK | |||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |||
| KEVIN ARMSTRONG | |||||||||
| PRESIDENT | 60.00 | X | X | 219562 | 0 | 29281 | |||
| KRIS ALTICE | |||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |||
| OTTO FRENZEL | |||||||||
| CHAIR | 3.00 | X | X | 0 | 0 | 0 | |||
| ANGELA BARRON MCBRIDE | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 29750 | 0 | ||||
| ANNE GILBERT | |||||||||
| BOARD MEMBER | 10.00 | X | 40000 | 316512 | 18945 | 45.00 | |||
| ART COFFEY | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 714590 | 33226 | 55.00 | |||
| BILL SHREWSBERRY | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| CATHERINE ROSS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| CINDY SIMON SKJODT | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| DAN EVANS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 1413834 | 865442 | 55.00 | |||
| DAVID FRICK | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| DEBORAH LILLY | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| DENNIS SPONSEL | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| GARY BRACKETT | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| GORDON WISHARD | |||||||||
| CHAIR (PARTIAL YEAR) | 3.00 | X | 0 | 0 | 0 | ||||
| GREG GIBSON | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN TANSELLE | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JULIE DAVIS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MARY WYNNE COX | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL FISHER | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MIKE NIEMEIER | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 381879 | 45457 | 55.00 | |||
| MYRTA PULLIAM | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| NANCY HUNT | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| RAFAEL SANCHEZ | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| RALPH NOWAK | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| ROSE MAYS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| SARAH MCNAUGHT | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| SUSAN TOLBERT | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| TIM BELOAT | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| TIM PASHLEY | |||||||||
| BOARD MEMBER (PARTIAL YEAR) | 1.00 | X | 0 | 0 | 0 | ||||
| VIVIAN CINTRON | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JOSEPH TRAEGER | |||||||||
| VP FINANCE AND OPERATIONS | 50.00 | X | 190005 | 0 | 16366 | ||||
| KATHRYN CANTOR | |||||||||
| VP DEVELOPMENT | 50.00 | 168073 | 0 | 13123 | X | ||||
| LAURA KING | |||||||||
| DIRECTOR MARKETING & COMMUNICATIONS | 50.00 | 124440 | 0 | 22028 | X | ||||
| MICHAEL AULT | |||||||||
| DIRECTOR CORPORATE RELATIONS AND SPECIAL EVENTS | 50.00 | 109271 | 0 | 20609 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 947411 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2856565 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1073539 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FAIRBANKS CENTER FOR MEDICAL ETHICS | |||||
| 1800 N CAPITOL AVE SUITE E120 | INDIANAPOLIS | IN | 46202 | COUNSELING SERVICES | 318907 |
| HARMON CONSTRUCTION | |||||
| 1004 W TROY AVE | INDIANAPOLIS | IN | 46225 | CONSTRUCTION ENGINEERING | 259847 |
| IU SCHOOL OF MEDICINE | |||||
| 340 WEST 10TH STREET SUITE 6200 | INDIANAPOLIS | IN | 462023082 | CLINICAL RESEARCH | 243500 |
| INDIANA UNIVERSITY HEALTH PHYSICIANS | |||||
| 340 W 10TH ST | INDIANAPOLIS | IN | 46202 | PHYSICIAN SERVICES | 171743 |
| INDIANA UNIVERSITY | |||||
| 340 W 10TH ST | INDIANAPOLIS | IN | 46202 | PHYSICIAN SERVICES AND RESEARCH | 136645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Membership Dues | 5260 | MembershipDues |
| Fundraising Events | 217400 | FundraisingEvents |
| All Other Contributions | 6245985 | AllOtherContributions |
| Noncash Contributions | 61750 | NoncashContributions |
| Total Contributions | 6468645 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESEARCH AND EDUCATION | 900099 | 4822413 | 4822413 |
| REGISTRATION FEES | 900099 | 435024 | 435024 |
| 0 | |||
| 0 | |||
| 0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5257437 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2748062 | TotalRevenueColumn |
| Exclusion | $2,748,062 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 36519030 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32536749 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3982281 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3982281 | TotalRevenueColumn |
| Exclusion | $3,982,281 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 111397 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 217400 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 156762 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -45365 | TotalRevenueColumn |
| Exclusion | -$45,365 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| MANAGEMENT FEES-GIFT SHOP | 900099 | 143706 | $143,706 | |
| REBATES | 900099 | 97155 | 97155 | |
| OTHER INCOME | 900099 | 3908 | 3908 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 244769 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18655829 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5358500 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,828,684 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9681768 | Total |
| Program Services | 9681768 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 741531 | Total |
| Program Services | 168105 | ProgramServices |
| Management And General | 245002 | ManagementAndGeneral |
| Fundraising | 328424 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 649913 | Total |
| Program Services | 147394 | ProgramServices |
| Management And General | 214740 | ManagementAndGeneral |
| Fundraising | 287779 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28430 | Total |
| Program Services | 6445 | ProgramServices |
| Management And General | 9393 | ManagementAndGeneral |
| Fundraising | 12592 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59943 | Total |
| Program Services | 13589 | ProgramServices |
| Management And General | 19805 | ManagementAndGeneral |
| Fundraising | 26549 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76958 | Total |
| Program Services | 17446 | ProgramServices |
| Management And General | 25427 | ManagementAndGeneral |
| Fundraising | 34085 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49000 | Total |
| Management And General | 49000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22663 | Total |
| Fundraising | 22663 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 402044 | Total |
| Management And General | 402044 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6272 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 6272 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45529 | Total |
| Management And General | 45529 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27449 | Total |
| Management And General | 27449 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46138 | Total |
| Management And General | 46138 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9447 | Total |
| Management And General | 9447 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising |
|---|---|---|
| COMMUNITY RELATIONS | 60714 | 60714 |
| FUNDRAISING APPEALS | 52778 | 52778 |
| DONOR RECOGNITION | 33199 | 33199 |
| CAPITAL CAMPAIGN | 20735 | 20735 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19952 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 5895 | ManagementAndGeneral |
| Fundraising | 14057 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12034463 | Total |
| Program Services | 10034747 | ProgramServices |
| Management And General | 1106141 | ManagementAndGeneral |
| Fundraising | 893575 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244817 | BOY |
| EOY | 326099 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12476647 | BOY |
| EOY | 17876126 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2878767 | BOY |
| EOY | 5132677 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 294385 | BOY |
| EOY | 258830 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 401578 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 371953 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33863 | BOY |
| EOY | 29625 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90696836 | BOY |
| EOY | 96867743 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9046847 | BOY |
| EOY | 9541227 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115672162 | BOY |
| EOY | 130032327 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1340503 | BOY |
| EOY | 1235165 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4983 | BOY |
| EOY | 8500 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3578249 | BOY |
| EOY | 3280116 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 681663 | BOY |
| EOY | 680841 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5605398 | BOY |
| EOY | 5204622 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48523543 | BOY |
| EOY | 56675510 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22918974 | BOY |
| EOY | 28746804 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38624247 | BOY |
| EOY | 39405391 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110066764 | BOY |
| EOY | 124827705 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115672162 | BOY |
| EOY | 130032327 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6621366 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4784215 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 3355360 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351955872 | EIN |
| Type Of Organization | 3 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $9,647,768 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 9647768 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39520067 | BeginningOfYearBalance |
| Contributions | 332536 | Contributions |
| Investment Earnings Or Losses | 4370005 | InvestmentEarningsOrLosses |
| Other Expenditures | 2355840 | OtherExpenditures |
| End Of Year Balance | 41866768 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39622362 | BeginningOfYearBalance |
| Contributions | 829938 | Contributions |
| Investment Earnings Or Losses | -37934 | InvestmentEarningsOrLosses |
| Other Expenditures | 894299 | OtherExpenditures |
| End Of Year Balance | 39520067 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 40313253 | BeginningOfYearBalance |
| Contributions | 1393542 | Contributions |
| Investment Earnings Or Losses | -918674 | InvestmentEarningsOrLosses |
| Other Expenditures | 1165759 | OtherExpenditures |
| End Of Year Balance | 39622362 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 40156743 | BeginningOfYearBalance |
| Contributions | 2043773 | Contributions |
| Investment Earnings Or Losses | -630122 | InvestmentEarningsOrLosses |
| Other Expenditures | 1257141 | OtherExpenditures |
| End Of Year Balance | 40313253 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35267486 | BeginningOfYearBalance |
| Contributions | 4262861 | Contributions |
| Investment Earnings Or Losses | 2136626 | InvestmentEarningsOrLosses |
| Other Expenditures | 1510230 | OtherExpenditures |
| End Of Year Balance | 40156743 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.74330 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.25670 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 296896 | OtherCostOrOtherBasis |
| Depreciation | 271059 | Depreciation |
| Book Value | 25837 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 104682 | OtherCostOrOtherBasis |
| Depreciation | 100894 | Depreciation |
| Book Value | 3788 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 29625 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS | 905648 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 8286328 |
| ACCRUED INTEREST RECEIVABLE | 261292 |
| CSV OF LIFE INSURANCE POLICY | 87959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 9541227 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE ON SPLIT INTEREST AGREEMENTS | Description |
| Amount | $680,841 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 680841 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 23768122 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4784215 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 184000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 637066 | OtherRevenues |
| Revenue Not Rptd F990 | 5605281 | RevenueNotRptdF990 |
| Revenue Subtotal | 18162841 | RevenueSubtotal |
| Investment Expenses Not Included | 402044 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 90944 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 492988 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18655829 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12007181 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 184000 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 190762 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 374762 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11632419 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 402044 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 402044 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12034463 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of escrow agreement | Schedule D, Part IV, Line 2b | THE FOUNDATION HOLDS CERTAIN RESTRICTED ASSETS AS AN AGENT FOR INDIANA UNIVERSITY HEALTH OF $3,280,116. |
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE RESEARCH, EDUCATION PROGRAMS AND EQUIPMENT OF INDIANA UNIVERSITY METHODIST HOSPITAL WHICH WILL ENABLE IT TO CONTINUE PROVIDING INNOVATIVE AND BEST PRACTICE PROCEDURES TO PATIENTS. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME. THE FOUNDATION IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION. TWENTYFIVE HAS ELECTED TO BE TREATED AS AN ASSOCIATION TAXABLE AS A CORPORATION. CURRENT ACCOUNTING STANDARDS REQUIRE THE FOUNDATION TO DISCLOSE THE AMOUNT OF POTENTIAL BENEFIT OR OBLIGATION TO BE REALIZED AS A RESULT OF AN EXAMINATION PERFORMED BY A TAXING AUTHORITY. FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011, MANAGEMENT HAS DETERMINED THAT THE FOUNDATION DOES NOT HAVE ANY TAX POSITIONS THAT RESULT IN ANY UNCERTAINTIES REGARDING THE POSSIBLE IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2009. THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE FOUNDATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE FOUNDATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT DECEMBER 31, 2012 AND 2011. |
| Other revenues in audited financial statements not in form 990 | Schedule D, Part XI, Line 2d | SPECIAL EVENTS EXPENSE - 190762; CHANGE IN VALUE OF SPLIT INTEREST TRUST AGREEMENTS - 446304; |
| Other revenues in form 990 not in audited financial statements | Schedule D, Part XI, Line 4b | UNCOLLECTIBLE PLEDGES - 90944; |
| Other expenses in audited financial statements not in form 990 | Schedule D, Part XII, Line 2d | SPECIAL EVENTS EXPENSE - 190762; |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| HEATON SMITH GROUP LLC | ||||||||
| 1380 W PACES FERRY RD NW STE 1100 | ATLANTA | GA | 30327 | PLANNED GIVING | false | 0 | 15000 | 15000 |
| CORPORATE DEVELOPMINT | ||||||||
| 4000 FABER PLACE DR SUITE 130 | CHARLESTON | SC | 294058585 | CAPITAL CAMPAIGN | false | 0 | 7663 | 7663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 0 | TotalGrossReceipts |
| Total Retained By Contractors | 22663 | TotalRetainedByContractors |
| Total Net To Organization | 22663 | TotalNetToOrganization |
| Licensed States | IN | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ART & ANTIQUE SHOW | NameOfEvent1 |
| Gross Receipts Event1 | 186159 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 134400 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 51759 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 34433 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 22796 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 43042 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SILENT AUCTION | NameOfEvent2 |
| Gross Receipts Event2 | 77636 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 40100 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 37536 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 40100 | NonCashPrizesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 65002 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 42900 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 22102 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 10160 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 6231 | FoodAndBeverageOtherEvents |
| Gross Receipts Total | 328797 | GrossReceiptsTotal |
| Charitable Contributions Total | 217400 | CharitableContributionsTotal |
| Gross Revenue Total Events | 111397 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 40100 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 44593 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 29027 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 43042 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 156762 | DirectExpenseSummaryEvents |
| Net Income Summary | -45365 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Describe the custody or control arrangement. | Identifier |
| Return Reference | Schedule G, Part I, Line 2b | ReturnReference |
| Explanation | HEATON SMITH GROUP, LLC-N/A;CORPORATE DEVELOPMINT-N/A; | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY HEALTH | ||||||||||
| 340 W 10TH ST | INDIANAPOLIS | IN | 46202 | 351955872 | 501(C)(3) | 9647768 | 0 | N/A | N/A | HOSPITAL PROGRAMS |
| UNITED WAY OF CENTRAL INDIANA INC | ||||||||||
| PO BOX 88409 | INDIANAPOLIS | IN | 462080409 | 351007590 | 501(C)(3) | 34000 | 0 | N/A | N/A | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | METHODIST HEALTH FOUNDATION IS ORGANIZED AS THE SUPPORTING ORGANIZATION FOR INDIANA UNIVERSITY HEALTH. THE FOUNDATION MAKES GRANTS TO IU HEALTH FOR CHARITABLE PURPOSES. THE FOUNDATION REQUIRES CHARITABLE SUBSTANTIATION (USUALLY AN INVOICE OR VENDOR RECEIPT) FROM IU HEALTH FOR EACH INDIVIDUAL GRANT REQUEST BEFORE GRANTING THE MONEY. RECIPIENTS ARE REQUIRED TO REPORT THE PATIENT AND COMMUNITY BENEFIT ATTAINED WITH THE GRANT. ADDITIONALLY, METHODIST HEALTH FOUNDATION SERVED AS AN AGENT OF MONIES CONTRIBUTED TO THE UNITED WAY OF CENTRAL INDIANA. THE FUNDS WERE RAISED BY THE EMPLOYEES OF INDIANA UNIVERSITY HEALTH TO SUPPORT THE EXEMPT PURPOSES OF THE UNITED WAY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MIKE NIEMEIER | ||||||||||||||
| BOARD MEMBER | 0 | 363589 | 0 | 0 | 0 | 18290 | 0 | 17500 | 0 | 27957 | 0 | 427336 | 0 | 0 |
| KEVIN ARMSTRONG | ||||||||||||||
| PRESIDENT | 219451 | 0 | 0 | 0 | 111 | 0 | 18092 | 0 | 11189 | 0 | 248843 | 0 | 0 | 0 |
| DAN EVANS | ||||||||||||||
| BOARD MEMBER | 0 | 1043576 | 0 | 313408 | 0 | 56850 | 0 | 838555 | 0 | 26887 | 0 | 2279276 | 0 | 0 |
| ART COFFEY | ||||||||||||||
| BOARD MEMBER | 0 | 696960 | 0 | 0 | 0 | 17630 | 0 | 13353 | 0 | 19873 | 0 | 747816 | 0 | 0 |
| JOSEPH TRAEGER | ||||||||||||||
| VP FINANCE AND OPERATIONS | 187686 | 0 | 0 | 0 | 2319 | 0 | 14826 | 0 | 1540 | 0 | 206371 | 0 | 0 | 0 |
| KATHRYN CANTOR | ||||||||||||||
| VP DEVELOPMENT | 167815 | 0 | 0 | 0 | 258 | 0 | 12423 | 0 | 700 | 0 | 181196 | 0 | 0 | 0 |
| ANNE GILBERT | ||||||||||||||
| BOARD MEMBER | 40000 | 297632 | 0 | 17074 | 0 | 1806 | 0 | 9197 | 0 | 9748 | 40000 | 335457 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental nonqualified retirement plan | Identifier |
| Return Reference | Schedule J, Part I, Line 4b | ReturnReference |
| Explanation | DANIEL F. EVANS JR. PARTICIPATES IN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN OF INDIANA UNIVERSITY HEALTH, INC., PROVISIONS OF WHICH ARE DESIGNED TO RETAIN 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. THIS EXECUTIVE 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 THIS EXECUTIVE DURING THE YEAR. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WURSTER CONSTRUCTION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | ENTITY MORE THE 35% OWNED BY AL WURSTER, BOARD MEMBER | Relationship |
| Amount Of Transaction | 493380 | AmountOfTransaction |
| Description Of Transaction | CONSTRUCTION WORK | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 21650 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUCTION ITEMS | Description |
| Number Of Contributions | 253 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 40100 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 9 |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line other=AUCTION ITEMS |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Delegate broad authority to a committee | Form 990, Part VI, Section A, Line 1a | THE ORGANIZATION'S EXECUTIVE COMMITTEE SHALL CONSIST OF NO LESS THAN 5 AND NO MORE THAN 9 MEMBERS OF THE GOVERNING BODY. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE POWERS OF THE BOARD OF DIRECTORS. |
| Classes of members or stockholders | Form 990, Part VI, Section A, Line 6 | INDIANA UNIVERSITY HEALTH, A TAX-EXEMPT CHARITABLE ORGANIZATION, IS THE SOLE MEMBER OF METHODIST HEALTH FOUNDATION. IU HEALTH APPROVES THE APPOINTMENT OF ALL MEMBERS OF THE BOARD OF DIRECTORS AND APPROVES SIGNIFICANT DECISIONS OF THE BOARD. |
| Members or stockholders electing members of governing body | Form 990, Part VI, Section A, Line 7a | INDIANA UNIVERSITY HEALTH, A TAX-EXEMPT CHARITABLE ORGANIZATION, IS THE SOLE MEMBER OF METHODIST HEALTH FOUNDATION. INDIANA UNIVERSITY HEALTH CAN DESIGNATE AN OFFICER, DIRECTOR, OR OTHER PERSON TO VOTE OR OTHERWISE ACT ON ITS BEHALF AS THE SOLE MEMBER. WHEN VACANCIES OCCUR ON THE BOARD OF DIRECTORS, THE NOMINATING COMMITTEE OF THE FOUNDATION SHALL NOMINATE CANDIDATES AND THE MEMBER OF THE FOUNDATION ELECTS THEM INTO OFFICE. |
| Decisions requiring approval by members or stockholders | Form 990, Part VI, Section A, Line 7b | INDIANA UNIVERSITY HEALTH MUST APPROVE THE FOLLOWING DECISIONS: 1. THE ARTICLES OF INCORPORATION MAY BE ALTERED, AMENDED OR REPEALED ONLY UPON THE AFFIRMATIVE VOTE OF THE MEMBER. 2. IF THE FOUNDATION IS DISSOLVED, ITS ASSETS MUST BE TRANSFERRED OR CONVEYED FOR CHARITABLE HEALTH CARE RELATED PURPOSES TO ONE OR MORE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE SELECTED BY THE MEMBER. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | THE FINANCE COMMITTEE REVIEWS A DRAFT OF THE THE FORM 990 AND ADDRESSES ANY QUESTIONS WITH MANAGEMENT AND THE INDEPENDENT TAX PREPARERS. A FINAL COPY OF THE FORM 990 IS EMAILED TO EVERY VOTING MEMBER OF THE GOVERNING BODY BEFORE IT IS FILED WITH THE IRS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | EVERY INTERESTED PERSON IS REQUIRED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST SURVEY. POTENTIAL CONFLICTS ARE REVIEWED AND INVESTIGATED BY THE EXECUTIVE COMMITTEE, WHICH IS MADE UP OF BOARD MEMBERS. THE EXECUTIVE COMMITTEE IS CHARGED WITH ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AT BOARD MEETINGS AND ENSURES THAT AN INDIVIDUAL BOARD MEMBER WITH A POTENTIAL CONFLICT RECUSE THEMSELVES FROM THE VOTE. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | THE HUMAN RESOURCE COMMITTEE, WHICH CONSISTS OF BOARD MEMBERS, OBTAINS A CUSTOM COMPENSATION SURVEY FROM AN INDEPENDENT AGENCY. THIS SURVEY AS WELL AS COMPARISON DATA FOR LIKE POSITIONS IN THE LOCAL MARKET ARE USED TO DETERMINE COMPENSATION OF ALL POSITIONS. THE DECISION IS DOCUMENTED IN THE COMMITTEE MINUTES AND WAS LAST COMPLETED IN OCTOBER 2012. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | THE HUMAN RESOURCE COMMITTEE, WHICH CONSISTS OF BOARD MEMBERS, OBTAINS A CUSTOM COMPENSATION SURVEY FROM AN INDEPENDENT AGENCY. THIS SURVEY AS WELL AS COMPARISON DATA FOR LIKE POSITIONS IN THE LOCAL MARKET ARE USED TO DETERMINE COMPENSATION OF ALL POSITIONS. FOR GENERAL WAGE INCREASES, THE COMMITTEES REVIEWS THE PERCENT INCREASE WITH COST OF LIVING AND LOCAL MARKET RATES IN MIND. THE DECISION IS DOCUMENTED IN THE COMMITTEE MINUTES AND WAS LAST COMPLETED IN DECEMBER 2012. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. |
| Other changes in net assets or fund balances | Form 990 , Part XI, Line 9 | CHANGE IN VALUE OF SPLIT INTEREST TRUSTS - 446304; LOSS ON UNCOLLECTIBLE PLEDGES - -90944; GRANTS FROM IU HEALTH - 3000000; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 W 10TH ST | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOSPITAL | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 3 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TWENTYFIVE LLC | |||||||||||||
| 1800 N CAPITOL AVENUE | INDIANAPOLIS | IN | 46202 | 200847580 | RETAIL GIFT SHOP | IN | NA | C CORPORATION | 0 | 0 | 1 | true | |
| CHARITABLE REMAINDER TRUST - 1 | |||||||||||||
| TRUST | NV | TRUST | N/A | ||||||||||
| CHARITABLE REMAINDER TRUSTS - 5 | |||||||||||||
| TRUST | IN | TRUST | N/A | ||||||||||
| PERPETUAL TRUSTS - 5 | |||||||||||||
| TRUST | IN | TRUST | N/A | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Comments