ESKENAZI MEDICAL GROUP INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ESKENAZI MEDICAL GROUP INC (EIN 35-1693695)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201343199349308279
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T14:42:11-06:00 | 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 | 3815 River Crossing Parkway | AddressLine1 |
| Address Line2 | Suite 300 | AddressLine2 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 462400977 | 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 | 351693695 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IU HEALTH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IUHE | NameControl |
| Phone | 3178718811 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8910 Purdue Road | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 462686100 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAN SELLERS | Name |
| Title | TREASURER | Title |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rachel Spurlock | Name |
| PTIN | P00520729 | PTIN |
| Phone | 3175698989 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESKENAZI MEDICAL GROUP | BusinessNameLine1 |
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR JOHN KUNZER | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8910 Purdue Road | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 462686100 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 43259128 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IUMG.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | ESKENAZI MEDICAL GROUP WAS FORMED IN 1986 AS A NOT-FOR-PROFIT CORPORATION FOR THE PURPOSE OF PROVIDING A PATIENT BASE AND CLINICAL SETTING FOR THE EDUCATION OF MEDICAL STUDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 1 | NbrIndependentVotingMembers |
| Total Nbr Employees | 428 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1110000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 277500 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 50080795 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 40638384 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1099263 | InvestmentIncomePriorYear |
| Investment Income Current Year | 452237 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 482954 | OtherRevenuePriorYear |
| Other Revenue Current Year | 247338 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 52773012 | TotalRevenuePriorYear |
| Total Revenue Current Year | 41615459 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 43501798 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 32375929 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10122430 | OtherExpensePriorYear |
| Other Expenses Current Year | 6381547 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 53630728 | TotalExpensesPriorYear |
| Total Expenses Current Year | 38757976 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -857716 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2857483 | RevenuesLessExpensesCY |
| Total Assets BOY | 27912418 | TotalAssetsBOY |
| Total Assets EOY | 30294816 | TotalAssetsEOY |
| Total Liabilities BOY | 8673160 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17308511 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19239258 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12986305 | NetAssetsOrFundBalancesEOY |
| Mission Description | ESKENAZI MEDICAL GROUP PROVIDES FACULTY AND PROVIDER SERVICES TO THE WISHARD/ESKENZI HEALTH SYSTEM. THE HEALTH SYSTEM AND OUR FACULTY PROVIDE A PATIENT BASE AND CLINICAL SETTING NEEDED FOR THE EDUCATION OF MEDICAL STUDENTS AND RESIDENTS. ESKENAZI MEDICAL GROUP RECEIVES CAPITATION REVENUE, FEES FOR MEDICAL SERVICES PROVIDED, CO-PAYMENTS, AND OTHER REVENUES WHICH IN TURN ARE USED TO PAY FOR THE COST OF MAKING THESE SERVICES. ESKENAZI MEDICAL GROUP FACULTY PROVIDES APPROXIMATELY 3,000 CLASSROOM HOURS TEACHING INDIANA UNIVERSITY SCHOOL OF MEDICINE (IUSOM) STUDENTS. IN ADDITION, OVER 155 IUSOM RESIDENTS AND OVER 600 MEDICAL STUDENTS ARE TRAINED BY ESKENAZI MEDICAL GROUP FACULTY IN WISHARD/ESKENAZI HEALTH SYSTEM PRACTICES. ESKENAZI MEDICAL GROUP FACULTY HOST OVER 45 RESEARCH STUDIES AND PROVIDED OVER 14,500 RESEARCH SUBJECTS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 32190429 | Expense |
| Grants | 500 | Grants |
| Revenue | 40885722 | Revenue |
| Description | ESKENAZI MEDICAL GROUP (EMG) PROVIDES A PATIENT BASE AND CLINICAL SETTING NEEDED FOR THE EDUCATION OF MEDICAL STUDENTS AND RESIDENTS. EMG RECEIVES CAPITATION REVENUE, FEES FOR MEDICAL SERVICES PROVIDED, CO-PAYMENTS, AND OTHER REVENUES WHICH IN TURN ARE USED TO PAY FOR THE COST OF MAKING THESE SERVICES. EMG FACULTY PROVIDES OVER 3,000 CLASSROOM HOURS TEACHING INDIANA UNIVERSITY SCHOOL OF MEDICINE (IUSOM) STUDENTS. IN ADDITION, OVER 155 IUSOM RESIDENTS AND OVER 600 MEDICAL STUDENTS ARE TRAINED BY IUMG-PC FACULTY IN IUMG-PC PRACTICES. EMG FACULTY HOST OVER 45 RESEARCH STUDIES AND PROVIDED OVER 14,500 RESEARCH SUBJECTS. | Description |
| Total Program Service Expense | 32190429 | 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 | false | CreditCounseling |
| Term Or Permanent Endowments | false | 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 | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | 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 | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | 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 | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | 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 | false | 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 | 53 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 428 | 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 | false | QuidProQuoContributions |
| 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 | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 1 | 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 | DAN SELLERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3176396671 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 Eskenazi Ave | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DEANNA WILLIS | |||||||
| CQO, BOARD OF DIRECTORS (PARTIAL YEAR) | 10.00 | X | X | 0 | 116913 | 0 | |
| GREG KIRAY | |||||||
| CHIEF MED OFFIER, BOARD OF MEMBERS (PARTIAL YEAR) | 20.00 | X | X | 0 | 50000 | 0 | |
| JOHN FITZGERALD | |||||||
| BOARD OF MEMBERS | 2.00 | X | X | 0 | 44462 | 0 | |
| JOHN KUNZER | |||||||
| CHIEF MEDICAL OFFICER, PRESIDENT, CEO, BOARD OF MEMBERS | 32.00 | X | X | 281910 | 0 | 38811 | |
| ANN ZERR | |||||||
| DIRECTOR | 1.00 | X | 75280 | 63465 | 11612 | ||
| BETTY ROUTLEDGE | |||||||
| DIRECTOR | 1.00 | X | 101037 | 0 | 6062 | ||
| CHRIS STEINMETZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 85000 | 0 | ||
| CURTIS WRIGHT | |||||||
| DIRECTOR | 1.00 | X | 231147 | 0 | 9709 | ||
| DAWN HAUT | |||||||
| DIRECTOR | 1.00 | X | 147182 | 0 | 10690 | ||
| DEBORAH KIRKPATRICK | |||||||
| DIRECTOR | 1.00 | X | 0 | 40000 | 0 | ||
| DONALD CRAIG BRATER | |||||||
| BOARD OF MEMBERS | 1.00 | X | 0 | 403653 | 0 | ||
| GREGORY SACHS | |||||||
| DIRECTOR | 1.00 | X | 0 | 130000 | 0 | ||
| JAMES MINER | |||||||
| BOARD OF MEMBERS | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN GEBKE | |||||||
| DIRECTOR | 1.00 | X | 0 | 206543 | 0 | ||
| LEE LEARMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 271823 | 0 | ||
| LISA HARRIS | |||||||
| CEO WISHARD, BOARD OF MEMBERS | 1.00 | X | 0 | 348382 | 0 | ||
| MARYELLEN GUSIC | |||||||
| DIRECTOR | 1.00 | X | 0 | 318119 | 0 | ||
| MATTHEW GUTWEIN | |||||||
| BOARD OF MEMBERS | 1.00 | X | 0 | 324453 | 0 | ||
| PHILLIP MERK | |||||||
| DIRECTOR | 1.00 | X | 82504 | 0 | 4950 | ||
| STEVE DOWNS | |||||||
| DIRECTOR | 1.00 | X | 0 | 70000 | 0 | ||
| STEVEN GERKE | |||||||
| DIRECTOR | 1.00 | X | 222536 | 0 | 30223 | ||
| THOMAS KLAUSMEIER | |||||||
| DIRECTOR | 1.00 | X | 191138 | 0 | 30316 | ||
| VIRGINIA CAINE | |||||||
| DIRECTOR | 1.00 | X | 0 | 314954 | 0 | ||
| WILLIAM WOODEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 50000 | 0 | ||
| CELIA SURFACE-BRUDER | |||||||
| COO/CFO (PARTIAL YEAR) | 40.00 | X | 71596 | 0 | 8953 | ||
| DAN SELLERS | |||||||
| TREASURER | 1.00 | X | 0 | 197546 | 0 | ||
| DIXIE WILLIAMS | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 94791 | 0 | 12893 | ||
| NANCY BUXSER | |||||||
| CHIEF OPERATING OFFICE, SECRETARY | 8.00 | X | 46486 | 117322 | 10582 | ||
| BRIAN T ROBINSON | |||||||
| PHYSICIAN | 40.00 | 253849 | 0 | 28307 | X | ||
| FERNANDO MONTOYA | |||||||
| PHYSICIAN | 40.00 | 255242 | 0 | 44198 | X | ||
| JANE TURNER | |||||||
| PHYSICIAN | 40.00 | 244028 | 0 | 36338 | X | ||
| ROBERT BOND | |||||||
| PHYSICIAN | 40.00 | 293913 | 0 | 44558 | X | ||
| TIMOTHY BRADY | |||||||
| PHYSICIAN | 40.00 | 248732 | 0 | 28085 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2841371 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3152635 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 356287 | TotalOtherCompensation |
| Number Individuals GT100 K | 82 | 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 |
|---|---|---|---|---|---|
| INDIANA UNIVERSITY HEALTH INC | |||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | PURCHASED STAFF SERVICES | 1539067 |
| UNIVERSITY MEDICAL DIAG ASSOC | |||||
| 550 N MERIDIAN STREET SUITE 114 | INDIANAPOLIS | IN | 462440994 | PURCHASED PHYSICIAN SERVICES | 754064 |
| UNIVERSITY PEDIATRICS ASSOC INC | |||||
| 702 BARNHILL DR ROOM 5900 | INDIANAPOLIS | IN | 462025225 | PURCHASED PHYSICIAN SERVICES | 637938 |
| IU HEALTH CARE ASSOC INC | |||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | STAFF, RENT, INFO SYSTEMS | 568931 |
| NETLOGX | |||||
| 212 W 10TH STREET | INDIANAPOLIS | IN | 46202 | CONTRACTED IT CONSULTING SERVICES | 440120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| All Other Contributions | 277500 | AllOtherContributions |
| Total Contributions | 277500 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FEES-FOR-SERVICE | 621110 | 7653679 | 7653679 |
| SERVICES PROVIDED FOR AFFILIATES | 561000 | 11586005 | 11586005 |
| REIMBURSEMENT INCOME | 621110 | 20225447 | 20225447 |
| PREMIUMS | 621110 | 1173253 | 1173253 |
| 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 | 40638384 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 428251 | TotalRevenueColumn |
| Exclusion | $428,251 | 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 | 1667655 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1643669 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23986 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23986 | TotalRevenueColumn |
| Exclusion | $23,986 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| UHC PATRONAGE PAYMENTS AND HSIP BONUS | 900099 | 125853 | 125853 |
| RECOVERIES OF BAD DEBT | 900099 | 93893 | 93893 |
| OTHER INCOME | 900099 | 27592 | 27592 |
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 | 247338 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41615459 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40885722 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $452,237 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500 | Total |
| Program Services | 500 | 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 | 0 | Total |
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 | 32375929 | Total |
| Program Services | 28448419 | ProgramServices |
| Management And General | 3927510 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 33285 | Total |
| Management And General | 33285 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121266 | Total |
| Management And General | 121266 | 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 | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44719 | Total |
| Management And General | 44719 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1875716 | Total |
| Program Services | 1708370 | ProgramServices |
| Management And General | 167346 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8812 | Total |
| Program Services | 2988 | ProgramServices |
| Management And General | 5824 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367750 | Total |
| Program Services | 98490 | ProgramServices |
| Management And General | 269260 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 925569 | Total |
| Program Services | 24562 | ProgramServices |
| Management And General | 901007 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 638264 | Total |
| Program Services | 222020 | ProgramServices |
| Management And General | 416244 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19922 | Total |
| Program Services | 7769 | ProgramServices |
| Management And General | 12153 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543591 | Total |
| Program Services | 482011 | ProgramServices |
| Management And General | 61580 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60146 | Total |
| Management And General | 60146 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122938 | Total |
| Program Services | 34881 | ProgramServices |
| Management And General | 88057 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 578112 | Total |
| Program Services | 442667 | ProgramServices |
| Management And General | 135445 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 293469 | 281764 | 11705 |
| BAD DEBT EXPENSE | 747988 | 747988 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38757976 | Total |
| Program Services | 32502429 | ProgramServices |
| Management And General | 6255547 | ManagementAndGeneral |
| Fundraising | 0 | 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 | 863831 | BOY |
| EOY | 3308716 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 643765 | BOY |
| EOY | 717568 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5354739 | BOY |
| EOY | 3000706 | 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 |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 687363 | BOY |
| EOY | 378985 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2781270 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2631020 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 789838 | BOY |
| EOY | 150250 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12765879 | BOY |
| EOY | 11656187 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| 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 | 6807003 | BOY |
| EOY | 11082404 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27912418 | BOY |
| EOY | 30294816 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4384049 | BOY |
| EOY | 13003387 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185247 | BOY |
| EOY | 987134 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41164 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4062700 | BOY |
| EOY | 3317990 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8673160 | BOY |
| EOY | 17308511 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19239258 | BOY |
| EOY | 12986305 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19239258 | BOY |
| EOY | 12986305 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27912418 | BOY |
| EOY | 30294816 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2857483 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 533977 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -9644413 | 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 Separate | X | FinancialStatementSeparate |
| 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 Type2 | X | SupportingOrg509a3Type2 |
| 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 (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| INDIANA UNIVERSITY SCHOOL OF MEDICINE | |||||
| 356001673 | 6 | true | true | true | $0 |
| HEALTH AND HOSPITAL CORPORATION | |||||
| 356005697 | 6 | true | true | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | 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
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) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2781270 | OtherCostOrOtherBasis |
| Depreciation | 2631020 | Depreciation |
| Book Value | 150250 | 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 | 150250 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| 457(B) DEFERRED COMPENSATION PLAN ASSETS | 3115866 |
| RECEIVABLE FROM RELATED PARTY | 7966538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 11082404 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| 457(B) DEFERRED COMPENSATION PLAN LIABILITY | $3,115,866 |
| PAYABLES TO RELATED PARTIES | $202,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3317990 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 (ASC 740) footnote | Identifier |
| Return Reference | Schedule D, Part X, Line 2 | ReturnReference |
| Explanation | THE COMPANY IS A NOT-FOR-PROFIT CORPORATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE AND CORRESPONDING STATE TAX PROVISIONS. U.S. GAAP REQUIRES THAT A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. DUE TO ITS TAX-EXEMPT STATUS, THE COMPANY IS NOT SUBJECT TO U.S. FEDERAL INCOME TAX OR STATE INCOME TAX. THE COMPANY'S FORM 990 HAS NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF INDIANA FOR THE LAST THREE YEARS. THE COMPANY DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE COMPANY RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE COMPANY DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT DECEMBER 31, 2012 OR 2011. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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 (20 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN KUNZER | ||||||||||||||
| CHIEF MEDICAL OFFICER, PRESIDENT, CEO, BOARD OF MEMBERS | 256895 | 0 | 25015 | 0 | 0 | 0 | 17324 | 0 | 21487 | 0 | 320721 | 0 | 0 | 0 |
| KEVIN GEBKE | ||||||||||||||
| DIRECTOR | 0 | 146543 | 0 | 0 | 0 | 60000 | 0 | 0 | 0 | 0 | 0 | 206543 | 0 | 0 |
| VIRGINIA CAINE | ||||||||||||||
| DIRECTOR | 0 | 314954 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 314954 | 0 | 0 |
| THOMAS KLAUSMEIER | ||||||||||||||
| DIRECTOR | 161476 | 0 | 29662 | 0 | 0 | 0 | 15453 | 0 | 14863 | 0 | 221454 | 0 | 0 | 0 |
| ANN ZERR | ||||||||||||||
| DIRECTOR | 48999 | 63465 | 26281 | 0 | 0 | 0 | 4517 | 0 | 7095 | 0 | 86892 | 63465 | 0 | 0 |
| LEE LEARMAN | ||||||||||||||
| DIRECTOR | 0 | 221823 | 0 | 0 | 0 | 50000 | 0 | 0 | 0 | 0 | 0 | 271823 | 0 | 0 |
| MATTHEW GUTWEIN | ||||||||||||||
| BOARD OF MEMBERS | 0 | 324453 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 324453 | 0 | 0 |
| CURTIS WRIGHT | ||||||||||||||
| DIRECTOR | 226147 | 0 | 5000 | 0 | 0 | 0 | 9709 | 0 | 0 | 0 | 240856 | 0 | 0 | 0 |
| NANCY BUXSER | ||||||||||||||
| CHIEF OPERATING OFFICE, SECRETARY | 46486 | 117322 | 0 | 0 | 0 | 0 | 6978 | 0 | 3604 | 0 | 57068 | 117322 | 0 | 0 |
| LISA HARRIS | ||||||||||||||
| CEO WISHARD, BOARD OF MEMBERS | 0 | 172333 | 0 | 0 | 0 | 176049 | 0 | 0 | 0 | 0 | 0 | 348382 | 0 | 0 |
| STEVEN GERKE | ||||||||||||||
| DIRECTOR | 221536 | 0 | 1000 | 0 | 0 | 0 | 8601 | 0 | 21622 | 0 | 252759 | 0 | 0 | 0 |
| DAWN HAUT | ||||||||||||||
| DIRECTOR | 147182 | 0 | 0 | 0 | 0 | 0 | 10690 | 0 | 0 | 0 | 157872 | 0 | 0 | 0 |
| MARYELLEN GUSIC | ||||||||||||||
| DIRECTOR | 0 | 238119 | 0 | 0 | 0 | 80000 | 0 | 0 | 0 | 0 | 0 | 318119 | 0 | 0 |
| ROBERT BOND | ||||||||||||||
| PHYSICIAN | 293913 | 0 | 0 | 0 | 0 | 0 | 23276 | 0 | 21282 | 0 | 338471 | 0 | 0 | 0 |
| BRIAN T ROBINSON | ||||||||||||||
| PHYSICIAN | 253849 | 0 | 0 | 0 | 0 | 0 | 21212 | 0 | 7095 | 0 | 282156 | 0 | 0 | 0 |
| TIMOTHY BRADY | ||||||||||||||
| PHYSICIAN | 188827 | 0 | 59905 | 0 | 0 | 0 | 20990 | 0 | 7095 | 0 | 276817 | 0 | 0 | 0 |
| FERNANDO MONTOYA | ||||||||||||||
| PHYSICIAN | 252559 | 0 | 2683 | 0 | 0 | 0 | 22576 | 0 | 21622 | 0 | 299440 | 0 | 0 | 0 |
| JANE TURNER | ||||||||||||||
| PHYSICIAN | 244028 | 0 | 0 | 0 | 0 | 0 | 21270 | 0 | 15068 | 0 | 280366 | 0 | 0 | 0 |
| DONALD CRAIG BRATER | ||||||||||||||
| BOARD OF MEMBERS | 0 | 315480 | 0 | 0 | 0 | 88173 | 0 | 0 | 0 | 0 | 0 | 403653 | 0 | 0 |
| DAN SELLERS | ||||||||||||||
| TREASURER | 0 | 197546 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 197546 | 0 | 0 |
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 EXECUTIVE COMMITTEE SHALL CONSIST OF NOT LESS THAN 5 DIRECTORS AND SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE CORPORATION IN THE INTERIM PERIOD BETWEEN BOARD MEETINGS. THE EXECUTIVE SHALL ENDEAVOR TO REGULARLY MEET ON A MONTHLY BASIS. |
| Classes of members or stockholders | Form 990, Part VI, Section A, Line 6 | ESKENAZI MEDICAL GROUP HAS TWO GOVERNING BODIES, THE BOARD OF MEMBERS AND THE BOARD OF DIRECTORS. THE MEMBERS OF ESKENAZI MEDICAL GROUP'S GOVERNING BODY DO NOT ALL HAVE THE SAME VOTING RIGHTS. BELOW OUTLINES THE RIGHTS OF BOTH THE BOARD OF DIRECTORS AND THE BOARD OF MEMBERS. VOTING RIGHTS OF THE BOARD OF DIRECTORS: 1. THE BUSINESS, PROPERTY AND AFFAIRS OF THE CORPORATION SHALL BE MANAGED AND CONTROLLED UNDER THE DIRECTION OF THE BOARD OF DIRECTORS AS FROM TIME TO TIME CONSTITUTED (THE "BOARD"). 2. THE BOARD SHALL EXERCISE ALL THE POWERS OF THE CORPORATION, SUBJECT TO THE RESTRICTIONS IMPOSED BY LAW, THE ARTICLES OF INCORPORATION AND THE CODE OF BY-LAWS. VOTING RIGHTS OF THE BOARD OF MEMBERS: 1. RATIFICATION OF THE CLASS A DIRECTORS WHO ARE ELECTED BY THE DELEGATES; 2. ELECTION OF THE CLASS B DIRECTORS WHO REPRESENT THE INDIANAPOLIS METROPOLITAN AREA BUSINESS COMMUNITY; 3. REMOVAL OF THE PRESIDENT OF THE CORPORATION; 4. APPROVAL ON AN ANNUAL BASIS OF THE CERTIFIED PUBLIC ACCOUNTING FIRM THAT AUDITS THE CORPORATION'S FINANCIAL BOOKS AND RECORDS; 5. THE APPROVAL OF, AND ONE OR MORE MATERIAL CHANGES IN, THE MISSION STATEMENT OR THE LONG-TERM STRATEGIC BUSINESS PLAN OF THE CORPORATION; 6. APPROVAL OF THE ANNUAL BUDGET OF THE CORPORATION; 7. APPROVAL OF THE SALE, LEASE, EXCHANGE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, OR THE MERGER, CONSOLIDATION OR STRATEGIC JOINT VENTURE OF THE CORPORATION WITH ANY OTHER ENTITY; AND 8. AMENDMENT, ALTERATION, OR REPEAL OF THE ARTICLES OF INCORPORATION OR THE CODE OF BY-LAWS OF THE CORPORATION. |
| Members or stockholders electing members of governing body | Form 990, Part VI, Section A, Line 7a | AS OUTLINED ABOVE, THE RIGHTS OF THE MEMBERS DO INCLUDE THE ELECTION OF MEMBERS TO THE GOVERNING BODY. |
| Decisions requiring approval by members or stockholders | Form 990, Part VI, Section A, Line 7b | THE ORGANIZATION HAS A GOVERNING BODY MADE UP OF MEMBERS CALLED THE BOARD OF MEMBERS. CERTAIN DECISIONS ARE SUBJECT TO THE APPROVAL OF THE BOARD OF MEMBERS, AS OUTLINED BELOW: 1. RATIFICATION OF THE CLASS A DIRECTORS WHO ARE ELECTED BY THE DELEGATES; 2. ELECTION OF THE CLASS B DIRECTORS WHO REPRESENT THE INDIANAPOLIS METROPOLITAN AREA BUSINESS COMMUNITY; 3. REMOVAL OF THE PRESIDENT OF THE CORPORATION; 4. APPROVAL ON AN ANNUAL BASIS OF THE CERTIFIED PUBLIC ACCOUNTING FIRM THAT AUDITS THE CORPORATION'S FINANCIAL BOOKS AND RECORDS; 5. THE APPROVAL OF, AND ONE OR MORE MATERIAL CHANGES IN, THE MISSION STATEMENT OR THE LONG-TERM STRATEGIC BUSINESS PLAN OF THE CORPORATION; 6. APPROVAL OF THE ANNUAL BUDGET OF THE CORPORATION; 7. APPROVAL OF THE SALE, LEASE, EXCHANGE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, OR THE MERGER, CONSOLIDATION OR STRATEGIC JOINT VENTURE OF THE CORPORATION WITH ANY OTHER ENTITY; AND 8. AMENDMENT, ALTERATION, OR REPEAL OF THE ARTICLES OF INCORPORATION OR THE CODE OF BY-LAWS OF THE CORPORATION. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | THE TAX RETURN IS PREPARED BY CROWE HORWATH LLP. THE FORM 990 IS REVIEWED BY THE CFO AND A COPY IS SENT TO EVERY VOTING MEMBER OF THE GOVERNING BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | IN ACCORDANCE WITH ESKENAZI MEDICAL GROUP'S (EMG) CONFLICT OF INTEREST POLICY, ALL EMG PROVIDERS, EMPLOYEES, OFFICERS, AND MEMBERS OF THE BOARD OF MEMBERS, BOARD OF DIRECTORS, FINANCE COMMITTEE AND COMPENSATION COMMITTEE HAVE A DUTY TO DISCLOSE ALL FACTS MATERIAL FOR A REVIEW OF THE POTENTIAL CONFLICT. ANNUALLY, ALL OF EMG'S MEMBERS, OFFICERS, DIRECTORS AND BOARD COMMITTEE MEMBERS MUST COMPLETE A WRITTEN DISCLOSURE FORM, ALONG WITH THE DUTY TO UPDATE THE FORM AS NECESSARY IF ANY NEW INTERESTS OR CHANGES IN PREVIOUSLY REPORTED INTERESTS DEVELOP. ANY SITUATION THAT COULD GIVE RISE TO A POTENTIAL CONFLICT OF INTEREST IS REVIEWED BY A DISINTERESTED EMG OFFICER, OR THE OFFICERS AS A GROUP, OR THE EMG EXECUTIVE COMMITTEE OR THE BOARD OF DIRECTORS. THE REVIEW SHALL DETERMINE WHETHER EMG, WITH REASONABLE EFFORT, SHOULD OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF SUCH A TRANSACTION OR ARRANGEMENT CAN NOT REASONABLY BE ATTAINED, THEN THE REVIEWER SHALL DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, AND IS FAIR AND REASONABLE TO EMG. IF AN ISSUE INVOLVING A POTENTIAL CONFLICT IS BROUGHT TO THE TABLE AT A BOARD MEETING, THE PERSON WITH THE POTENTIAL CONFLICT WOULD ABSTAIN FROM VOTING ON THE ISSUE. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | ANNUALLY, THE COMPENSATION OF THE CEO IS REVIEWED BY THE ESKENAZI MEDICAL GROUP COMPENSATION COMMITTEE. THE COMMITTEE IS COMPRISED OF MEMBERS FROM THE FINANCE COMMITTEE WHO ARE INDEPENDENT FROM THE MANAGEMENT OF ESKENAZI MEDICAL GROUP. THE COMPENSATION COMMITTEE USES COMPENSATION STUDIES TO ENSURE THE COMPENSATION OF THE CEO IS REASONABLE. THE DECISIONS AND DELIBERATIONS ARE DOCUMENTED IN THE COMMITTEE MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN 2012. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | ANNUALLY, THE COMPENSATION OF OTHER OFFICERS IS REVIEWED BY THE ESKENAZI MEDICAL GROUP COMPENSATION COMMITTEE. THE COMMITTEE IS COMPRISED OF MEMBERS FROM THE FINANCE COMMITTEE WHO ARE INDEPENDENT FROM THE MANAGEMENT OF ESKENAZI MEDICAL GROUP. THE COMPENSATION COMMITTEE USES COMPENSATION STUDIES TO ENSURE THE COMPENSATION IS REASONABLE. THE DECISIONS AND DELIBERATIONS ARE DOCUMENTED IN THE COMMITTEE MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN 2012. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Other changes in net assets or fund balances | Form 990 , Part XI, Line 9 | ASSET DISTRIBUTION FROM IU HEALTH TO IUHP AND IU FOUNDATION - -9644413; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 340 WEST 10TH STREET STE 6200 | INDIANAPOLIS | IN | 46202 | MED SCHOOL | IN | N/A | NA | false |
| HEALTH AND HOSPITAL | ||||||||
| 3838 NORTH RURAL STREET | INDIANAPOLIS | IN | 46205 | PUBLIC HEALTH | IN | N/A | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | 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 | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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