INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL INC (EIN 35-0867958)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-10
- IRS object ID
- 201133149349302533
- Schema version
- 2010v3.4
- 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 H
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-10T13:58:23-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350867958 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH BALL MEMORIAL | BusinessNameLine1 |
| Business Name Line2 | HOSPITAL INC F/K/A BALL MEM HOSP INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INDI | NameControl |
| Phone | 7657512795 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 800 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL E SEALS | Name |
| Title | CFO | Title |
| Date Signed | 2011-11-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNIFER RHODERICK | Name |
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL E HALEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 W UNIVERSITY AVENUE | AddressLine1 |
| City | MUNCIE | City |
| State | IN | State |
| ZIP Code | 47303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 326355390 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IUHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH CARE IN EAST CENTRAL INDIANA THROUGH PATIENT CARE, HEALTH EDUCATION AND MEDICAL RESEARCH | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2956 | TotalNbrEmployees |
| Total Nbr Volunteers | 660 | TotalNbrVolunteers |
| Total Gross UBI | 11303894 | TotalGrossUBI |
| Contributions Grants Prior Year | 1181740 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3566619 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 274316414 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 310846468 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3530262 | InvestmentIncomePriorYear |
| Investment Income Current Year | 733268 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 10654647 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7835807 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 282622539 | TotalRevenuePriorYear |
| Total Revenue Current Year | 322982162 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 120841675 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 124192961 | 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 | 170096089 | OtherExpensePriorYear |
| Other Expenses Current Year | 183084559 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 290937764 | TotalExpensesPriorYear |
| Total Expenses Current Year | 307277520 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -8315225 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 15704642 | RevenuesLessExpensesCY |
| Total Assets BOY | 297470086 | TotalAssetsBOY |
| Total Assets EOY | 296215938 | TotalAssetsEOY |
| Total Liabilities BOY | 208873484 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 203764491 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 88596602 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 92451447 | NetAssetsOrFundBalancesEOY |
| Mission Description | IU Health BALL MEMORIAL HOSPITAL WILL PROMOTE WELLNESS AND IMPROVE THE HEALTH STATUS OF THE PEOPLE OF EAST CENTRAL INDIANA AND SURROUNDING AREAS THROUGH PATIENT CARE, HEALTH EDUCATION AND MEDICAL RESEARCH. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 286226972 | Expense |
| Revenue | 317578487 | Revenue |
| Description | IU Health BALL MEMORIAL HOSPITAL, INC. OPERATES A 396 BED FULL SERVICE HOSPITAL FOR PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE STAFF OF MORE THAN 400 PHYSICIANS REPRESENTS OVER 45 MEDICAL SPECIALTIES. IU Health BALL MEMORIAL HOSPITAL, INC. PROVIDES TOP-QUALITY CARE AND INCLUDES ONE OF THE LARGEST PHYSICIAN-TEACHING PROGRAMS IN INDIANA WITH FOUR RESIDENCY PROGRAMS AND 62 PHYSICIANS IN TRAINING. THE TRAINING CLINICS PROVIDE LOW COST MEDICAL CARE FOR 25,000 PATIENT VISITS EACH YEAR. | Description |
| Total Program Service Expense | 286226972 | 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 | true | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | false | FinancialStmtAttached |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | 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 | 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 | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 190 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2956 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | 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 | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| 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 | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CARA BREIDSTER | NamePerson |
| Telephone Number | 3179624597 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 800 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL E HALEY | |||||||||
| PRES & CEO | 55.0 | X | X | 493023 | 0 | 130596 | |||
| DANIEL F EVANS JR | |||||||||
| CHAIRMAN | 5.0 | X | X | 0 | 1252646 | 828133 | |||
| PETER M VOSS MD | |||||||||
| VICE-CHAIRMAN | 5.0 | X | X | 2205 | 0 | 0 | |||
| TERRY L WALKER | |||||||||
| VICE-CHAIRMAN | 5.0 | X | X | 0 | 0 | 0 | |||
| JAMES FISHER | |||||||||
| VICE-CHAIRMAN | 5.0 | X | X | 0 | 0 | 0 | |||
| MICHAEL L COX | |||||||||
| SECRETARY/TREASURER | 5.0 | X | X | 0 | 0 | 0 | |||
| PATRICK A CLEARY MD PHD | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| GORDON D COX | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| WILBUR R DAVIS | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| MARY L DOLLISON | |||||||||
| DIRECTOR (JAN-DEC 2010) | 5.0 | X | 0 | 0 | 0 | ||||
| CHRISTINA C DRUMMOND MD | |||||||||
| DIRECTOR | 5.0 | X | 0 | 306792 | 45105 | ||||
| MICHAEL B GALLIHER | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| JO ANN M GORA PHD | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| BRUCE M GRAHAM MD | |||||||||
| DIRECTOR | 5.0 | X | 20000 | 0 | 0 | ||||
| JOHN K JACKSON | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| JOHN D LITTLER | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| ELIZABETH P MARSHALL | |||||||||
| DIRECTOR (JAN-DEC 2010) | 5.0 | X | 0 | 0 | 0 | ||||
| TERRI E MATCHETT | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| J STEVEN RHEA | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| D KAYE WHITEHEAD | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| JEFFREY A HEAVILON MD | |||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | ||||
| HAROLD L BERFIEND | |||||||||
| CFO | 55.0 | X | 240784 | 0 | 51063 | ||||
| DOREEN C JOHNSON RN | |||||||||
| CHEIF NURSING OFFICER | 55.0 | 174820 | 0 | 33908 | X | ||||
| RICHARD HELSPER | |||||||||
| COO (Jan-Aug 2010) | 55.0 | 268049 | 1620 | 8620 | X | ||||
| TERRY PENCE | |||||||||
| VP CLINICAL SERVICES | 55.0 | 143808 | 0 | 18369 | X | ||||
| ALVIS E FOSTER | |||||||||
| SENIOR RAD PHYSICIST | 55.0 | 187095 | 0 | 15245 | X | ||||
| JOSEPH R BUTTS | |||||||||
| SENIOR RAD PHYSICIST | 55.0 | 166438 | 0 | 23052 | X | ||||
| CHARLES SANDERS MD | |||||||||
| PHYSICIAN | 55.0 | 249053 | 0 | 49559 | X | ||||
| DAVID A SCHWARTZ | |||||||||
| REGISTERED NURSE | 55.0 | 159245 | 0 | 6370 | X | ||||
| MICHELLE R ALTOBELLA | |||||||||
| VP GENERAL COUNSEL | 55.0 | 149979 | 0 | 31352 | X | ||||
| BRENT L BATMAN | |||||||||
| PRESIDENT | 0.0 | 400795 | 0 | 3030 | X | ||||
| ROBERT E GILDERSLEEVE | |||||||||
| FINANCE OFFICER | 0.0 | 322845 | 10691 | X | |||||
| KELLY N STANLEY | |||||||||
| CHAIRMAN/CEO | 0.0 | 825016 | 0 | 6859 | X | ||||
| TERRY ALLEN | |||||||||
| SENIOR VP HUMAN RESOURCES | 0.0 | 414987 | 0 | 2113 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4218142 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1561058 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1264065 | TotalOtherCompensation |
| Number Individuals GT100 K | 55 | NumberIndividualsGT100K |
| Formers Listed | true | 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 |
|---|---|---|---|---|---|
| LAB CORP OF AMERICA HOLDING | |||||
| PO BOX 12140 | BURLINGTON | NC | 272162140 | LABORATORY SERVICE | 3695408 |
| UNITED HOSPITAL SERVICES | |||||
| 3005 RELIABLE PARKWAY | CHICAGO | IL | 606860001 | LAUNDRY SERVICES | 569533 |
| EXECUTIVE HEALTH RESOURCES | |||||
| PO BOX 822688 | PHILADELPHIA | PA | 191822688 | PHYSICIAN ADVISORS | 510385 |
| MUNCIE MEDICAL ASSOCIATES CORP | |||||
| 5301 W PINERIDGE ROAD | MUNCIE | IN | 47304 | PERFUSIONIST SERVICE | 494886 |
| REHABCARE GROUP INC | |||||
| PO BOX 502096 | ST LOUIS | MO | 631502096 | POST-ACUTE SERVICES | 470450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 26 | NumberOfContractorsGT100K |
| Related Organizations | 3187086 | RelatedOrganizations |
| Government Grants | 379533 | GovernmentGrants |
| Total Contributions | 3566619 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| NET PATIENT SERVICE | 621110 | 274189522 | 274189522 | |
| SUPPORT SERVICES | 541900 | 14445010 | 13302308 | 1142702 |
| CARELINE EMERGENCY SERVICES | 624210 | 324921 | 324921 | |
| PHARMACY | 446110 | 21887015 | 12134183 | 9752832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 310846468 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 686416 | TotalRevenueColumn |
| Exclusion | $686,416 | 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 |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3119603 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2506336 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 613267 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 613267 | TotalRevenueColumn |
| Exclusion | $613,267 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19632 | Securities |
| Other | 426874 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 399654 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19632 | Securities |
| Other | 27220 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46852 | TotalRevenueColumn |
| Exclusion | $46,852 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 309666 | GrossSalesOfInventory |
| Cost Of Goods Sold | 467238 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -157572 | TotalRevenueColumn |
| Exclusion | -$157,572 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| CAFETERIA REVENUE | 722210 | 1700829 | $1,700,829 | ||
| FITNESS CENTER | 900099 | 65625 | $65,625 | ||
| INCOME FROM JOINT VENTURES | 900099 | 4971091 | 4562731 | 408360 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 642567 | TotalRevenueColumn |
| Exclusion | $642,567 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7380112 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 322982162 | TotalRevenueColumn |
| Related Or Exempt Function Income | 304513665 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 11303894 | UnrelatedBusinessRevenue |
| Exclusion | $3,597,984 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 1201511 | Total |
| Program Services | 1167077 | ProgramServices |
| Management And General | 34434 | ManagementAndGeneral |
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 | 96254965 | Total |
| Program Services | 93496412 | ProgramServices |
| Management And General | 2758553 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6846662 | Total |
| Program Services | 6650445 | ProgramServices |
| Management And General | 196217 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12686958 | Total |
| Program Services | 12323365 | ProgramServices |
| Management And General | 363593 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7202865 | Total |
| Program Services | 6996439 | ProgramServices |
| Management And General | 206426 | ManagementAndGeneral |
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 | 1750301 | Total |
| Management And General | 1750301 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 494068 | Total |
| Program Services | 52800 | ProgramServices |
| Management And General | 441268 | 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 | 300035 | Total |
| Program Services | 300035 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38577163 | Total |
| Program Services | 29562604 | ProgramServices |
| Management And General | 9014559 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375232 | Total |
| Program Services | 374377 | ProgramServices |
| Management And General | 855 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1278256 | Total |
| Program Services | 1213227 | ProgramServices |
| Management And General | 65029 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8199349 | Total |
| Program Services | 6273438 | ProgramServices |
| Management And General | 1925911 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11060434 | Total |
| Program Services | 8983322 | ProgramServices |
| Management And General | 2077112 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232074 | Total |
| Program Services | 147815 | ProgramServices |
| Management And General | 84259 | 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 | 1213 | Total |
| Program Services | 593 | ProgramServices |
| Management And General | 620 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5897771 | Total |
| Program Services | 5895191 | ProgramServices |
| Management And General | 2580 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19451534 | Total |
| Program Services | 19440734 | ProgramServices |
| Management And General | 10800 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1001130 | Total |
| Program Services | 482172 | ProgramServices |
| Management And General | 518958 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES & EQUIPMENT | 61118800 | 61118800 | |
| BAD DEBT | 27413792 | 27404205 | 9587 |
| RECRUITING | 480705 | 69003 | 411702 |
| BANK/CREDIT CARD FEES | 183346 | 10522 | 172824 |
| UBI TAX EXPENSE | -855870 | -855870 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6125226 | Total |
| Program Services | 4264396 | ProgramServices |
| Management And General | 1860830 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307277520 | Total |
| Program Services | 286226972 | ProgramServices |
| Management And General | 21050548 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 709701 | BOY |
| EOY | 14329 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9549068 | BOY |
| EOY | 23607463 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31690489 | BOY |
| EOY | 30142285 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1274000 | BOY |
| EOY | 318500 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 854617 | BOY |
| EOY | 2280354 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6129997 | BOY |
| EOY | 6188468 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2766125 | BOY |
| EOY | 1024799 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 413811932 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 232180019 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195349773 | BOY |
| EOY | 181631913 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25210715 | BOY |
| EOY | 26529934 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1509018 | BOY |
| EOY | 1353757 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19722958 | BOY |
| EOY | 19802457 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39948 | BOY |
| EOY | 27666 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2663677 | BOY |
| EOY | 3294013 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297470086 | BOY |
| EOY | 296215938 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32110538 | BOY |
| EOY | 29412548 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 3144316 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107830825 | BOY |
| EOY | 104261673 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6010311 | BOY |
| EOY | 6224113 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62921810 | BOY |
| EOY | 60721841 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208873484 | BOY |
| EOY | 203764491 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77053232 | BOY |
| EOY | 80908077 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11543370 | BOY |
| EOY | 11543370 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88596602 | BOY |
| EOY | 92451447 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297470086 | BOY |
| EOY | 296215938 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 15704642 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -11849797 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2580410 | OtherCostOrOtherBasis |
| Book Value | 2580410 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 251465656 | OtherCostOrOtherBasis |
| Depreciation | 106044779 | Depreciation |
| Book Value | 145420877 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2103740 | OtherCostOrOtherBasis |
| Depreciation | 1599548 | Depreciation |
| Book Value | 504192 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 152602250 | OtherCostOrOtherBasis |
| Depreciation | 123530186 | Depreciation |
| Book Value | 29072064 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5059876 | OtherCostOrOtherBasis |
| Depreciation | 1005506 | Depreciation |
| Book Value | 4054370 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 181631913 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| RANDOLPH COUNTY HOSPITAL | 2499305 | C |
| CARDINAL HEALTH ALLIANCE | 2439858 | C |
| BMH OUTPATIENT SURGERY SERVICE | 0 | C |
| THE BMH FOUNDATION, INC. | 11543370 | C |
| BMH AUXILIARY, INC. | 549 | C |
| BALL OUTPATIENT SURGERY CENTER | 3319375 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 19802457 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LT LIABILITY - CONDITIONAL ASSET OBLIGATIONS | $598,200 |
| PAYABLE TO RELATED ENTITIES | $972,060 |
| SELF INSURANCE LIABILITY | $361,266 |
| PENSION LIABILITY | $54,166,773 |
| DUE TO/FROM M-CARE | $4,623,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 60721841 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART X | Identifier |
| Return Reference | OTHER LIABILITIES | ReturnReference |
| Explanation | BALL MEMORIAL HOSPITAL, INC. AND SUBSIDIARIES ADOPTED FIN 48 IN 2007. NO DISCLOSURES WERE REQUIRED UNDER GAAP AS BALL MEMORIAL HOSPITAL, INC. AND SUBSIDIARIES DO NOT HAVE ANY MATERIAL TAX CONTINGENCIES THAT REQUIRED DISCLOSURES IN THE FOOTNOTES. | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 14336019 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 14336019 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05000 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 46304174 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 30771764 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 15532410 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05420 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 60640193 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 30771764 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 29868429 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.10420 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 36 | NumberOfActivitiesOrPrograms |
| Persons Served | 14913 | PersonsServed |
| Total Community Benefit Expense | 350007 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6453 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 343554 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00120 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 5 | NumberOfActivitiesOrPrograms |
| Persons Served | 2647 | PersonsServed |
| Total Community Benefit Expense | 9668676 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 2201002 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 7467674 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02610 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 390 | PersonsServed |
| Total Community Benefit Expense | 225614 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 40535 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 185079 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00060 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 6 | NumberOfActivitiesOrPrograms |
| Persons Served | 8761 | PersonsServed |
| Total Community Benefit Expense | 103963 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 30000 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 73963 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 48 | NumberOfActivitiesOrPrograms |
| Persons Served | 26711 | PersonsServed |
| Total Community Benefit Expense | 10348260 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 2277990 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 8070270 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02820 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 48 | NumberOfActivitiesOrPrograms |
| Persons Served | 26711 | PersonsServed |
| Total Community Benefit Expense | 70988453 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 33049754 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 37938699 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.13240 | PercentOfTotalExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 20 | PersonsServed |
| Total Community Building Expense | 2151 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 2151 | NetCommunityBuildingExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 410 | PersonsServed |
| Total Community Building Expense | 7706 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 7706 | NetCommunityBuildingExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 321 | PersonsServed |
| Total Community Building Expense | 11933 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 11933 | NetCommunityBuildingExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 59 | PersonsServed |
| Total Community Building Expense | 1676 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 1676 | NetCommunityBuildingExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2 | NumberOfActivitiesOrPrograms |
| Persons Served | 2333 | PersonsServed |
| Total Community Building Expense | 25457 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 50 | DirectOffsettingRevenue |
| Net Community Building Expense | 25407 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 6 | NumberOfActivitiesOrPrograms |
| Persons Served | 3143 | PersonsServed |
| Total Community Building Expense | 48923 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 50 | DirectOffsettingRevenue |
| Net Community Building Expense | 48873 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReported |
| Bad Debt Expense | $8,732,344 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 103716945 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 114091711 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -10374766 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV (2 entries)
| Description Ent Primary ActivityDescriptionEntPrimaryActivity | Organization Profit Or OwnershipOrganizationProfitOrOwnership | Officers Etc Profit Or OwnershipOfficersEtcProfitOrOwnership | Physicans Profit Or OwnershipPhysicansProfitOrOwnership |
|---|---|---|---|
| BALL OUTPT SURG CTR | |||
| AMBULATORY SURGERY CENTER | 0.52941 | 0.02941 | 0.44118 |
| BMH OUTPT SURG SVCS | |||
| AMBULATORY SURGERY CENTER | 0.51535 | 0.02750 | 0.45715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ball Memorial Hospital Inc | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 West University Avenue | AddressLine1 |
| City | Muncie | City |
| State | IN | State |
| ZIP Code | 47303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Teaching Hospital | X | TeachingHospital |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ball Memorial Hospital Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 17 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (17 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| The Cancer Center at IU Health Ball | ||||
| 200 FOREST RIDGE PARK SUITE 120 | NEW CASTLE | IN | 47362 | CANCER CENTER |
| IU Health Ball Wound Healing Center | ||||
| 2901 W JACKSON STREET | MUNCIE | IN | 47303 | WOUND HEALING/REHABILITATION |
| KENMORE HEALTHCARE PHARMACY | ||||
| 205 N TILLOSTON AVENUE STE 201 | MUNCIE | IN | 47304 | RETAIL PHARMACY |
| SOUTHWAY HEALTHCARE PHARMACY | ||||
| 3813 SOUTH MADISON STREET | MUNCIE | IN | 47302 | RETAIL PHARMACY |
| BMH REHAB SRVCS & UPLAND HLTHCARE PHARM | ||||
| 1809 S MAIN STREET | UPLAND | IN | 46989 | REHABILITATION & RETAIL PHARMACY |
| BLACKFORD COMMUNITY HEALTHCARE PHARMACY | ||||
| 400 PILGRIM BOULEVARD | HARTFORD CITY | IN | 47348 | RETAIL PHARMACY |
| ALBANY HEALTHCARE PHARMACY | ||||
| 349 W 1ST STREET | ALBANY | IN | 47320 | RETAIL PHARMACY |
| PAIN MGMT CTRFAMILY HLTH CARE PHARMACY | ||||
| 5501 W BETHEL AVENUE | MUNCIE | IN | 47304 | PAIN MANAGEMENT CENTER RETAIL PHARMACY |
| BMH REHABYORKTOWN PHARMACY | ||||
| 1420 S PILGRIM BOULEVARD | YORKTOWN | IN | 47396 | REHABILITATION RETAIL PHARMACY |
| BALL STATE HEALTHCENTER PHARMACY | ||||
| 1500 NEELY AVENUE | MUNCIE | IN | 47306 | RETAIL PHARMACY |
| FAMILY PRACTICE CLINIC | ||||
| 221 N CELIA | MUNCIE | IN | 47303 | FAMILY CLINIC |
| BREAST CENTER SERVICE | ||||
| 2598 W WHITE RIVER | MUNCIE | IN | 47303 | IMAGING CENTER |
| BMH PEDIATRIC REHABILITATOIN CENTER | ||||
| 205 N TILLOTSON AVENUE | MUNCIE | IN | 47304 | PEDIATRIC REHABILIATION CTR |
| BMH REHABILITATION SERVICES | ||||
| 3300 WEST COMMUNITY DRIVE | MUNCIE | IN | 47304 | REHABILITATION CENTER |
| BMH OUTPATIENT CT SERVICES | ||||
| 800 SOUTH TILLOTSON AVENUE STE A | MUNCIE | IN | 47304 | IMAGING CENTER |
| BMH REHABILITATION SERVICES | ||||
| 3600 WEST BETHEL AVENUE | MUNCIE | IN | 47303 | REHABILITATION CENTER |
| BMH SLEEP LAB | ||||
| 6000 WEST KILGORE AVENUE | MUNCIE | IN | 47304 | SLEEP LAB |
Form990 Schedule H Part VI Form990ScheduleHPartVI (15 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FINANCIAL ASSISTANCE | PART I, LINE 3C: | N/A |
| COMMUNITY BENEFIT REPORT | PART I, LINE 6A: | The Ball Memorial Hospital, Inc. d/b/a IU Health Ball Memorial Hospital ("IU Health Ball Memorial")community benefit investments are included in the Indiana Univeristy Health, Inc. ("IU Health") Community Benefit Report that is made available to the public on its website at iuhealth.org. The Community Benefit Report is also distributed to numerous key organizations throughout the state of Indiana to broadly share IU Health's community benefit efforts and investments statewide. |
| SUBSIDIZED HEALTH SERVICES | PART I, LINE 7G: | IU HEALTH BALL MEMORIAL DOES NOT INCLUDE ANY COSTS ASSOCIATED WITH PHYSICIAN CLINICS AS SUBSIDIZED HEALTH SERVICES. |
| BAD DEBT EXPENSE | PART I, LINE 7, COLUMN F: | THE BAD DEBT EXPENSE OF $27,413,792 IS INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT IS SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE OF TOTAL EXPENSES. |
| GROSS COMMUNITY BENEFIT EXPENSE | PART I, LINE 7: | PERCENTAGE OF TOTAL EXPENSES LISTED ON SCHEDULE H, PART I, LINE 7, COLUMN (F) IS CALCULATED BASED ON NET COMMUNITY BENEFIT EXPENSE. THE PERCENTAGE OF TOTAL EXPENSES CALCULATED BASED ON TOTAL COMMUNITY BENEFIT EXPENSE IS 26.28% |
| COMMUNITY BUILDING ACTIVITIES | PART II: | In 2010, IU Health Ball Memorial Hospital provided expertise and resources to local community initiatives that addressed economic development, community health improvement, and workforce development. Outreach activities included job fairs and interview seminars; participation in an economic development council and chamber of commerce; and collaborative partnerships to improve community health. IU Health Ball Memorial Hospital collaborated with other community groups to implement Walk Indiana, a community-wide health improvement initiative that engaged local residents in an ongoing walking program, culminating in a day-long walking marathon with participation by over 400 individuals. As a part of a large-scale initiative to improve access to healthy food and safe places for physical activity, IU Health built three community gardens, enhanced 13 community parks and built a 2,500 square foot KaBOOM! playground in IU Health communities across the state during the 2010 Day of Community Service. As part of the IU Health system, IU Health Ball Memorial leaders participate in a wide array of community-building activities that address the underlying quality of life in the communities IU Health serves. Hospitals throughout the IU Health system invest in economic development efforts in their communities which results in collaborations through coalitions across the state, with like-minded organizations that address key issues, and advocates for improvements in the health status of vulnerable populations. In 2010, IU Health as a system spent over a million dollars on community-building activities that served over 50,000 individuals in need. Specifically, IU Health Ball Memorial invested over $48,000 serving over 3,100 people in the Muncie community. |
| BAD DEBT FOOTNOTE AND COSTING METHODOLOGY | PART III, LINE 4: | THE BAD DEBT EXPENSE REPORTED ON LINE 2 IS CALCULATED UNDER THE COST TO CHARGE RATIO METHODOLOGY. IU HEALTH BALL MEMORIAL PROVIDES HEALTH CARE SERVICES THROUGH VARIOUS PROGRAMS THAT ARE DESIGNED, AMONG OTHER MATTERS, TO ENHANCE THE HEALTH OF THE COMMUNITY AND IMPROVE THE HEALTH OF LOW-INCOME PATIENTS. IN ADDITION, IU HEALTH BALL MEMORIAL PROVIDES SERVICES INTENDED TO BENEFIT THE POOR AND UNDERSERVED, INCLUDING THOSE PERSONS WHO CANNOT AFFORD HEALTH INSURANCE BECAUSE OF INADEQUATE RESOURCES OR ARE UNINSURED OR UNDERINSURED. FINANCIAL STATEMENT FOOTNOTE The Ball Memorial System does not require collateral or other security for the delivery of healthcare services from its patients, substantially all of whom are residents of Muncie, Indiana, and the surrounding communities. However, assignment of benefit payments payable under patients' health insurance programs and plans (e.g., Medicare, Medicaid, health maintenance organizations, and commercial insurance policies) is routinely obtained, consistent with industry practice. The provision for uncollected patient accounts is based upon management's assessment of historical and expected net collections considering business and economic conditions, changes and trends in health care coverage, and other collection indicators. Periodically, management assesses the adequacy of the allowance for uncollectible accounts based upon accounts receivable payor composition and aging, the significance of individual payors to outstanding accounts receivable balances, and historical write-off experience by payor category, as adjusted for collection indicators. The results of this review are then used to make any modifications to the provision for uncollected patient accounts and the allowance for uncollectible accounts. In addition, the Ball Memorial System follows established guidelines for placing certain past due patient balances with collection agencies. Patient accounts that are uncollected, including those placed with collection agencies, are initially charged against the allowance for uncollectible accounts in accordance with collection policies of the Ball Memorial System and, in certain cases, are reclassified to charity care if deemed to otherwise meet financial assistance policies of the Ball Memorial System. |
| MEDICARE | PART III, LINE 8: | Substantial shortfalls arise from payments that are less than the cost to provide the care or services and do not include any amounts that result from inefficiencies or poor management. IU Health Ball Memorial accepts all Medicare patients knowing that there may be shortfalls; therefore it has taken the position that they should be counted as part of the community benefit. Additionally, it is implied in Internal Revenue Service Revenue Ruling 69-545 that treating Medicare patients is a community benefit. Revenue Ruling 69-545, which established the community benefit standard for nonprofit hospitals, states that if a hospital serves patients with governmental health benefits, including medicare, then this is an indication that the hospital operates to promote the health of the community. The Medicare costs disclosed in Part III, Line 6 do not represent the total amount of IU Health Ball Memorial's cost of providing care to Medicare patients. The allowable costs in Part III, Line 6 do not include various costs, including but not limited to managed care, noncovered charges, and non-reimbursable cost centers. |
| COLLECTION PRACTICES | PART III, LINE 9B: | If a patient cannot satisfy standard payment expectations, financial assistance screening for alternative sources of balance resolution are completed. Those resolutions may include: a discount on charges; Medicaid enrollment, interest-free loan or application for charity care. If a patient does not apply for charity care but meets the charity care guidelines established by IU Health Ball Memorial, IU Health Ball Memorial will waive charges and treat the costs of services as charity care. |
| NEEDS ASSESSMENT | PART VI, LINE 2: | Communities are multifaceted and so are their health needs. IU Health Ball Memorial understands that the health of individuals and communities are shaped by various social and environmental factors, along with health behaviors and additional influences. IU Health Ball Memorial assessed the healthcare needs of the areas it serves by utilizing the detailed community needs assessments undertaken by organizations such as the Delaware County Health Department, the Indiana State Department of Health, the Centers for Disease Control and Prevention and the United Way. |
| FINANCIAL ASSISTANCE POLICY | PART VI, LINE 3: | IU Health Ball Memorial goes to great lengths to ensure patients know that IU Health Ball Memorial treats all patients regardless of their ability to pay. IU Health Ball Memorial shares financial assistance information with patients during the admission process, billing process and online. Helping patients understand that financial support for their care is a part of IU Health Ball Memorial's commitment to its mission. IU Health Ball Memorial's financial assistance policy exists to serve those in need by providing financial relief to patients who ask for assistance after care has been provided. During the admissions process, opportunities for financial assistance are discussed with patients who are identified as a self-pay patient, or requests assistance information. The patient is also provided with an Admissions Packet that provides information regarding IU Health Ball Memorial's financial assistance program. Financial counselors are onsite to assist with financial concerns or questions during the patient's stay. Patient Financial Services - Customer Service representatives can help patients apply for financial assistance, understand their bills, explain what they can expect during the billing process, accept payment (if needed), update their insurance or payor information, and update their address or other demographics. A summary of the financial assistance policy is printed on the back of each patient statement, while the financial assistance application is mailed to all uninsured IU Health Ball Memorial patients at the conclusion of their treatment along with a summary of the incurred charges. Additionally, on the back of each patient statement is a phone number that will allow patients the ability to request financial assistance. Uninsured patients are also made aware of this process at the time of registration. The IU Health statewide system website (iuhealth.org) has a page dedicated to financial assistance and offers and online application and phone numbers for customer service representatives to assist with the application process. IU Health Ball Memorial has an expansive financial assistance policy, which aligns with the IU Health's policy, which utilizes the federal poverty guidelines to determine eligibility; making access to quality care within a patient's reach. The IU Health Financial Assistance policy provides the following support to patients that qualify. * Free care for those earning up to 200 percent of federal poverty guidelines; * Discounted care on a sliding scale for families earning from 200 to 400 percent of federal poverty guidelines, and * Financial assistance to patients whose health insurance coverage, if any, does not provide full coverage for all of their medical expenses and whose medical expenses would make them indigent if they were forced to pay full charges. Patients are guided through their course of care with particular sensitivity, reviewing changing circumstances and allowing for financial assistance at any point during the relationship and billing process with the patient. For those inpatients that may qualify for the Medicaid program and have not applied, IU Health financial counselors will assist patients with the Medicaid application. If a patient does not apply for financial assistance, but meets the charity care guidelines established by IU Health Ball Memorial, IU Health Ball Memorial will waive charges and treat the cost of services as charity care. |
| COMMUNITY INFORMATION | PART VI, LINE 4: | Located in Muncie, Indiana, IU Health Ball Memorial serves a seven-county geographic area including inpatients from Delaware County (66.7%) and the surrounding counties of Blackford, Grant, Henry, Jay, Madison & Randolph (29.6%), while 3.6% of inpatients came from other geographical areas. IU Health Ball Memorial also monitors and classifies its cases by age, gender & race. Overall, 57% and 43% of Ball Memorial Hospital inpatients were female & male, respectively. In addition, the race of IU Health Ball Memorial inpatients was White (92%), Black (6%), Hispanic (0.5%), Asian (0.2%), Native American (0.1%), or Other (0.9%). |
| PROMOTION OF COMMUNITY HEALTH | PART VI, LINE 5: | IU Health Ball Memorial's Board of Directors is composed of 19 members, of which substantially all are community members. A majority of the board resides in IU Health Ball Memorial's primary service area. IU Health Ball Memorial also extends medical staff privileges to all qualified physicians in the community. One of the ways IU Health Ball Memorial strives to improve quality is by conducting medical research. Medical research conducted 103 clinical trials in 2010 at IU Health Ball Memorial, exploring new methodologies and treatments in the fields of urology, nephrology, surgery, pain management, radiation oncology and general medicine with ultimate goal of improving the quality and cost-effectiveness of medical care. IU Health Ball Memorial is also home to the largest graduate medical education teaching program in Indiana outside of Indianapolis. More than 60 physicians received training at IU Health Ball Memorial, and clinics staffed by family medicine and internal medicine residents provided low-cost medical care for 2,000 patient visits in 2010. |
| AFFILIATED HEALTH CARE SYSTEM | PART VI, LINE 6: | IU Health Ball Memorial is a part of the IU Health statewide healthcare system which continues to broaden its reach and positive impact throughout the state of Indiana. IU Health is Indiana's most comprehensive academic medical center and consists of IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, IU Health West Hospital, IU Health North Hospital, IU Health Ball Memorial, IU Health Blackford Hospital, IU Health Bloomington Hospital, IU Health Paoli Hospital, IU Health Bedford Hospital, IU Health Tipton Hospital, IU Health La Porte Hospital, IU Health Starke Hospital and IU Health Goshen Hospital. Although each IU Health hospital prepares and submits its own community benefits plan relative to the local community, IU Health considers its community benefit plan as part of an overall vision for strengthening Indiana's overall health. A comprehensive three-prong community outreach strategy and community benefit plan is in place that encompasses the academic medical center downtown Indianapolis, suburban Indianapolis and statewide entities around priority areas that focus on health improvement efforts statewide. IU Health is keenly aware of the positive impact it can have on the communities of need in the state of Indiana by focusing on the most pressing needs in a systematic and strategic way. After taking a careful look at the communities we serve, and by utilizing the detailed community needs assessments undertaken by public health officials and community partners, IU Health identified the following community health needs. Access to Affordable Healthcare One of the first steps to improved health outcomes is having access to healthcare resources. A recent study out of Oregon indicated that people with health insurance were 25% more likely to report their health as good or excellent, 60% more likely to have a mammogram, 20% more likely to have their cholesterol checked and 25% less likely to have a bill sent to a collection agency than those without insurance. To show its commitment to providing affordable healthcare access, IU Health Ball Memorial treats all patients regardless of their ability to pay. IU Health Ball Memorial is also working to raise awareness and working to identify individuals within our communities that have barriers to care and connect these individuals with better access and consistency of healthcare resources to meet their needs. To help meet the needs in the community and further its mission, IU Health Ball Memorial partners with the Gateway Health Clinic, which provides free care to patients that meet eligibility requirements who could not otherwise afford quality health care. Obesity Prevention To improve the lifestyle of Indiana residents, IU Health has utilized best practice methods to attack obesity in our communities. IU Health is working to improve access to nutritious foods and physical activity in low-income neighborhoods, in addition to providing traditional health education and public advocacy efforts. With these initiatives, IU Health strives to prevent chronic diseases such as obesity and diabetes and increase the awareness of the importance of making healthy choices, since thirty-six percent of Hoosier adults are overweight and 29.5% are obese, costing the nation billions of dollars each year to treat these chronic health conditions. Thousands of uninsured families benefited from receiving primary medical care no-charge, physical examinations and immunizations at the clinic last year. Additionally, more than 400 residents reaped the rewards of participating in the WALK Indiana program. The motivating walking program encouraged Muncie community members to establish a healthy and active lifestyle through monthly walks, community-based health screenings and a non-competitive marathon event. The program kicked off at the Muncie Mall last April and provided monthly walks on the Cardinal Greenway in Muncie to instill healthy habits and prepare participants for a noncompetitive walking marathon in September. Throughout the training walks, participants received weight, blood pressure and other health checks to track progress and success. Most of the participants had not walked more than a few miles consecutively and were very eager to meet the ambitious goal of walking an entire marathon! Walk Indiana would not have been possible without the strong collaboration of the Star Press, local universities, bus system, the Cardinal Greenway, IU Health Ball Memorial and other community partners. Injury Prevention IU Health strives to create safe communities by helping to reduce preventable injuries such as bicycle, motor vehicle, and fall related injuries, as injuries are the leading cause of death for people 1 - 44 years old. The CDC reports 160,000 people die and 50 million people are injured each year, costing over $80 billion in medical costs. IU Health works to provide the necessary to tools, such as helmets and education to communities of need to prevent injuries for youth and adults. Additionally, IU Health supports the advocacy of policies, such as the texting while driving ban, to help provide infrastructure to instill the awareness of injury prevention in our communities. IU Health Ball Memorial also recognized that it can extend its impact farther by strategically supporting the efforts of community partners who share IU Health's mission of improving the health and well-being of our neighbors and our neighborhoods. In 2010, IU Health Ball Memorial directly invested in partners to carry out such diverse activities as providing access to healthy foods to school children, and offering health education, and providing free care to patients that need it most. |
| STATE FILING OF COMMUNITY BENEFIT REPORT | 990 SCHEDULE H, PART VI | IN, |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | true | 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 (16 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRENT L BATMAN | |||||||||||||
| 0 | 0 | 0 | 0 | 400795 | 0 | 0 | 0 | 3030 | 0 | 403825 | 0 | 400795 | 0 |
| MICHAEL E HALEY | |||||||||||||
| 457743 | 0 | 0 | 0 | 35280 | 0 | 104050 | 0 | 26546 | 0 | 623619 | 0 | 0 | 0 |
| ROBERT E GILDERSLEEVE | |||||||||||||
| 0 | 0 | 322845 | 0 | 10691 | 333536 | 322845 | |||||||
| HAROLD L BERFIEND | |||||||||||||
| 230809 | 0 | 0 | 0 | 9975 | 0 | 43210 | 0 | 7853 | 0 | 291847 | 0 | 0 | 0 |
| KELLY N STANLEY | |||||||||||||
| 127106 | 0 | 0 | 0 | 697910 | 0 | 0 | 0 | 6859 | 0 | 831875 | 0 | 361152 | 0 |
| DANIEL F EVANS JR | |||||||||||||
| 0 | 981359 | 0 | 215358 | 0 | 55929 | 0 | 804785 | 0 | 23348 | 0 | 2080779 | 0 | 0 |
| CHRISTINA C DRUMMOND MD | |||||||||||||
| 0 | 282042 | 0 | 300 | 0 | 24450 | 0 | 21296 | 0 | 23809 | 0 | 351897 | 0 | 0 |
| DOREEN C JOHNSON RN | |||||||||||||
| 164426 | 0 | 0 | 0 | 10394 | 0 | 21224 | 0 | 12684 | 0 | 208728 | 0 | 0 | 0 |
| RICHARD HELSPER | |||||||||||||
| 218665 | 1500 | 0 | 0 | 49384 | 120 | 7909 | 546 | 165 | 0 | 276123 | 2166 | 0 | 0 |
| ALVIS E FOSTER | |||||||||||||
| 182773 | 0 | 0 | 0 | 4322 | 0 | 7496 | 0 | 7749 | 0 | 202340 | 0 | 0 | 0 |
| TERRY ALLEN | |||||||||||||
| 44616 | 0 | 0 | 0 | 370371 | 0 | 0 | 0 | 2113 | 0 | 417100 | 0 | 190300 | 0 |
| JOSEPH R BUTTS | |||||||||||||
| 159510 | 0 | 0 | 0 | 6928 | 0 | 6838 | 0 | 16214 | 0 | 189490 | 0 | 0 | 0 |
| TERRY PENCE | |||||||||||||
| 142938 | 0 | 0 | 0 | 870 | 0 | 6023 | 0 | 12346 | 0 | 162177 | 0 | 0 | 0 |
| CHARLES SANDERS MD | |||||||||||||
| 231508 | 0 | 0 | 0 | 17545 | 0 | 42073 | 0 | 7486 | 0 | 298612 | 0 | 0 | 0 |
| DAVID A SCHWARTZ | |||||||||||||
| 159245 | 0 | 0 | 0 | 0 | 0 | 6370 | 0 | 0 | 0 | 165615 | 0 | 0 | 0 |
| MICHELLE R ALTOBELLA | |||||||||||||
| 149700 | 0 | 0 | 0 | 279 | 0 | 21881 | 0 | 9471 | 0 | 181331 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part I | Line 3 | Michael E. Haley, CEO of IU Health Ball Memorial Hospital, Inc. was compensated by Indiana University Health, Inc. for his services at Ball Memorial Hospital, Inc. Indiana University Health, Inc. has a process in place to determine the compensation of IU Health Ball Memorial Hospital, Inc.'s CEO. The process includes a compensation survey or study conducted by an independent compensation consultant, review by the compensation committee, a written employment contract, and approval by the board. |
| Line 4A & 4B | Line 4A - Severance Payment or Change-of-Control Payment Brent L. Batman, Robert Gildersleeve, Kelly Stanley, Terry Allen, and Richard Helsper received severance payments from Ball Memorial Hospital, Inc. in the amounts of $400,795, $322,845, $361,152, $190,300, and $1,500 respectively. These amounts are included in column b (iii), other reportable compensation. Line 4B - Supplemental Nonqualified Retirement Plan Harold Berfiend, Doreen Johnson, and Michele Altobella are participants in a IU Health Ball Memorial Hospital, Inc. 457(f) executive supplemental benefit plan, provisions of which are designed to retain critical employees. The plan provides for additional benefits 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. Daniel F. Evans, Jr. and Michael Haley participate in a Indiana University Health, Inc. supplemental executive retirement plan, provisions of which are designed to retain critical employees. Included in column c, deferred compensation, is an amount that represents the current year increase in the accrued benefit and/or current year deposits. 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. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Hospital Authority of Delaware County Indiana | |||||||
| 351836279 | 245834CA2 | 2006-05-31 | 77763463 | 2006 Term Bonds - See Part V | false | false | false |
| Hospital Authority of Delaware County Indiana | |||||||
| 351836279 | 245834cl8 | 2009-12-08 | 24257961 | 2009A Term Bonds - See Part V | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount RetiredAmountRetired |
|---|---|---|---|---|---|---|---|---|---|
| 82499359 | 6826250 | 937213 | 74735894 | 2009 | false | false | true | true | |
| 24257961 | 2470000 | 456086 | true | false | true | true | 2630000 |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | true | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | true | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | false |
| false | false | false | false | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule K, Part I: | Identifier |
| Return Reference | Lines A and B, Column (F) | ReturnReference |
| Explanation | Line A, Column (F) - 2006 Series Bond - The 2006 Series bond was issued in order to provide funding for new construction of buildings and structures and purchase of equipment. Line B, Column (F) - 2009A Series Bond - The 2009A seried bond was issued in order to refund the 1998 series bond. The 1998 series bond was issued on March 11, 1998. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BALL OUTPT SGRY CTR | NamePerson |
| Purpose Of Loan | LINE OF CREDIT | PurposeOfLoan |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $1,274,000 | OriginalPrincipalAmount |
| Balance Due | 318500 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 318500 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| OLD NATIONAL TRUST | |||
| SEE PART V | 389484 | SEE PART V | false |
| MEDICAL CONSULTANTS PC | |||
| SEE PART V | 341846 | SEE PART V | false |
| MERIDIAN SERVICES CORPORATION | |||
| SEE PART V | 866863 | SEE PART V | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV | Identifier |
| Return Reference | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | ReturnReference |
| Explanation | Kelly N. Stanley is the former CEO of Ball Memorial Hospital, Inc. and during 2010 served as chairman of the board of Old National Trust. Old National Trust provided investment advisory and management services for Ball Memorial Hospital, Inc.'s investment portfolio. Bruce M. Graham, M.D. serves on the board of directors of Ball Memorial Hospital, Inc. and serves on the board of directors of Medical Consultants, PC. Ball Memorial Hospital, Inc. and Medical Consultants, PC have agreements for Medical Consultants, PC to provide various medical and management services such as a Hospitalist employee lease, Cancer Program Medical Director, and Hospitalist billing. Terri E. Matchett serves on the board of directors of Ball Memorial Hospital, Inc. and serves on the board of Meridian Services Corporation. Ball Memorial Hospital, Inc. and Meridian Services Corporation have agreements for Meridian Services Corporation to use space within Ball Memorial Hospital and provide psychiatric services for patients of Ball Memorial Hospital, Inc. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part VI, Section A - Governing Body and Management | LINE 2 - FAMILY OR BUSINESS RELATIONSHIPS | Daniel F. Evans, Jr. is an Officer of and serves on the board of directors of Indiana University Health, Inc. Richard Helsper is a former key employee of Indiana University Health, Inc. Harold Berfiend and Richard Helsper serve on the board of directors of Cardinal Health Initiatives, LLC. No additional compensation is provided. Michael L. Cox, Michael E. Haley, John D. Littler, and Harold Berfiend serve on the board of directors for Cardinal Health Ventures, Inc. No additional compensation is provided. |
| Part VI, Section A - Governing Body and Management | Line 4 - Significant Changes to Organizational Documents | Indiana University Health Ball Memorial Hospital, Inc. filed Articles of Amendment to the Articles of Incorporation with the Indiana Secretary of State's Office effective November 1, 2011 to change the legal name of the organization from "Ball Memorial Hospital, Inc." to "Indiana University Health Ball Memorial Hospital, Inc." See attached Articles of Amendment. |
| Part VI, Section A - Governing Body and Management | Line 6, 7a, and 7b - Members or Stockholders | Line 6: IU Health Ball Memorial Hospital, Inc. has one class of membership and the sole member is Indiana University Health, Inc. ("IU Health") Line 7a: IU Health elects one more than one-half of the total number of Directors. Immediately following such election the remainder are elected by the Directors, excluding those whose terms are set to expire. Line 7b: Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the written approval of IU Health prior to implementation: -Authorization for the establishment or acquisition of any subsidiaries, affiliates or joint venture arrangements or acquisition of all or substantially all of the assets of any other business or entity; -Approval or amendment to any operating or capital budget; -Authorization of any unbudgeted operating or capital budget items or deviations, including any issuance or guarantee of any unbudgeted debt, greater than the budgeted amount by $1 million for any individual item or $3 million per fiscal year in the aggregate; -Authorization of any agreement to act as primary obligor, or to serve as a guarantor, surety or co-obligor with respect to the indebtedness of any other party, to borrow amounts from third-party lenders, or to loan money to any person or entity; -Approval of strategic plans and amendments, which will be integrated with IU Health's strategic plan; -Amendment or repeal of the Corporation's or an Affiliate's articles of incorporation or bylaws (or other corresponding organizational documents of an Affiliate that is not a corporation); -Authorization of any merger, consolidation, reorganization, sale or transfer of all or substantially all of the Corporation's assets; -Authorization of any voluntary declaration of bankruptcy, plan of dissolution, any liquidating distribution of assets or other action related to its dissolution or liquidation; -Authorization of any pledge of, or grant any security interest or mortgage in, or otherwise encumber, any tangible assets of the Corporation in excess of $2,000,000, other than in the ordinary course of business or pursuant to a budget or strategic plan approved by IU Health; -Approval of any management agreement for the management of all or a substantial part of the Corporation's operations; or -Appointment or removal of any of the Corporation's Directors with or without cause. |
| Part VI, Section A - Governing Body and Management | Line 11B - Form 990 Provided to Governing Body | IU Health Ball Memorial Hospital, Inc. has established the following process for reviewing the Form 990: The Form 990 and related schedules are reviewed by the Chief Financial Officer and General Counsel. After the Chief Financial Officer and General Counsel approve the Form 990 and related schedules, a finalized complete Form 990 is made available to each board member on a protected intranet site prior to filing the form with the IRS. Each member is informed of the availability of the tax department to answer any questions. |
| Part VI, Section B - Policies | LINE 12, 13, 14 AND 16B | Indiana University Health Ball Memorial Hospital, Inc. is part of the Indiana University Health, Inc. system. As the sole member and controlling parent of Indiana University Health Ball Memorial Hospital, Inc., Indiana University Health, Inc. and its board of directors have mandated that certain policies be followed to ensure greater standardization throughout the system. Thus, Indiana University Health Ball Memorial Hospital, Inc.'s board of directors was not required to separately approve the conflict of interest, whistleblower, document retention and destruction and joint venture policies because Indiana University Health's board had already approved and required these policies to be followed by subsidiaries. |
| Part VI, Section B - Policies | Line 12c - Conflict of Interest Policy | IU Health Ball Memorial Hospital, Inc. has a Conflict of Interest Policy, the purpose of which is, to protect IU Health Ball Memorial Hospital, Inc.'s interests and integrity when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer, director, or employee. Each employee that is manager level or above, as well as officers and directors are required to annually sign a statement which affirms that such person (1) has received a copy of the conflict of interest policy; (2) has read and understands the policy; (3) has agreed to comply with the policy; and (4) understands and acknowledges that the Corporation is a tax-exempt organization and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. If an interest is disclosed, the form requires that the discloser's supervisor sign the form to indicate his/her knowledge and approval of the interest. The IU Health Ball Memorial Hospital Compliance Officer and the Indiana University Health, Inc., Corporate Compliance Department (collectively the "Department") will review the form and determine how the conflict should be managed in order to comply with the spirit of the policy. The Department, in consultation with the Chief Compliance Officer of Indiana University Health, Inc. may appoint standing or ad hoc committees to assist in resolving issues that arise under the provisions of the policy. Breach of the conflict of interest policy, including failure to complete and update the questionnaire and failure to disclose interest that should be disclosed, may subject an individual to disciplinary action, including dismissal. |
| Part VI, Section B - Policies | Line 15 - Process for Determining Compensation | The CEO/top management official for IU Health Ball Memorial Hospital, Inc. is employed by Indiana University Health, Inc, whom has the following process for determining compensation. 1. The Board of Directors has established a Committee on Personnel and Compensation. The individuals on this Committee are made up of individuals who are on the Board and who do not have a conflict of interest with Indiana University Health, Inc. ("IU Health"). There are no physicians or employees on this Committee. This Committee develops and reviews annually the executive compensation philosophy, market analysis as to comparability and reasonableness. One of the purposes of this Committee is to review, approve and make recommendations regarding executive compensation and benefits to the IU Health Board. As deemed appropriate, this Committee also reviews the same detail with the Committee on Finance, Planning and Human Resources. The Committee on Finance, Planning and Human Resources is represented by certain members of the Board as well. 2. Each year the Committee on Personnel and Compensation engages an outside compensation consulting firm to conduct a compensation and benefits study for all senior vice presidents and above. The current compensation advisor is the Hay Group. Hay Group performs an independent compensation survey. The relevant comparability data includes: compensation and benefit levels paid by similarly situated organizations (both taxable and tax exempt) for functionally comparable positions as well as the availability of similar services in the geographic area. The Committee reviews the entire compensation package including: base compensation, short term and long term incentive plans, basic health and welfare benefits, qualified and nonqualified plans as well as any additional fringe benefits. Further, Hay Group will provide recommendations based upon the reasonable compensation information as it relates to salary increases, bonuses and benefits that are consistent with the compensation philosophy of the Committee. A separate analysis using the same methodology is done for the Chief Executive Officer. 3. The Committee reviews the salary survey and, if appropriate, makes recommendations on increases in salary and any changes in bonuses or benefits. The Committee's goal is to ensure that the total compensation and benefits package is reasonable based upon the independent data provided by Hay Group. The Committee votes on any changes in compensation or benefits. This review, discussion and vote are documented in the minutes for the meeting. There are no executives present during the final discussion and approval of compensation. 4. The Board reviews the report prepared by the Hay Group as well as the recommendations of the Committee on Personnel and Compensation along with the President and Chief Executive Officer's recommendations for all Senior Vice Presidents and Executive Vice Presidents as to changes in compensation that are within the ranges approved by the Committee. The Committee may also review its recommendation with the Committee on Finance, Planning and Human Resources as to any changes to the President and Chief Executive Officer's compensation and benefits. As requested, the Finance, Planning and Human Resources Committee also provides its review of recommendations on changes in executive compensation and benefits. This review, discussion and vote are documented in the minutes. 5. The Board then reviews the recommendations provided by the Committee on Personnel and Compensation and votes on the changes as well. No additional compensation or benefits are paid to the executives until the changes have been approved by the Committee and the Board. The discussion and approval are documented in the minutes of the meeting. There are no executives present during the final discussion and approval of compensation. The General Counsel prepares a formal written opinion reviewing the compensation and benefits approval process, comparing that process to the Intermediate Sanctions Test of IRC Section 4958 and, if the facts warrant, provides comments regarding the compensation and benefits approval process as this relates to meeting the requirements for a rebuttable presumption of reasonableness as provided in the Intermediate Sanctions Test. 6. After the end of each year, the Committee and Board also review the achievements of the executive group as it relates to the long-term and short-term shared and individual goals developed by the executive and the Board. These achievements may also be reviewed with the Committee on Finance, Planning and Human Resources. The Board, at its discretion, may approve bonus payments based upon the achievement of the goals and the compensation survey. The discussion and vote of the Committee and Board is documented in the minutes for each such meeting. The bonuses are not paid until approval is made by the Board. 7. The Committee on Personnel and Compensation and Audit Committee also review the required Form 990 disclosures related to executive compensation and benefits as well as compensation practices and approval processes prior to the filing of the Form 990 return with the Internal Revenue Service. IU Health Ball Memorial Hospital, Inc. also has a process in place to determine the compensation for its other officers and key employees. IU Health Ball Memorial Hospital, Inc. uses an independent compensation consultant who utilizes a variety of methods and procedures to obtain compensation ranges for comparable officer and employee positions. The independent compensation consultant provides IU Health Ball Memorial Hospital, Inc. with recommended compensation ranges for its officers and other employees, which are then used as a guide for setting reasonable compensation by management. Management decisions with regard to determining compensation are subject to the review and approval of the Board of Directors, Compensation Committee, and/or Corporate member. |
| Part VI, Section C - Disclosure | Line 19 - Public Disclosure | IU Health Ball Memorial Hospital, Inc.'s Articles of Incorporation are available for public inspection through the Indiana Secretary of State's web-site. IU Health Ball Memorial Hospital, Inc.'s conflict of interest procedures are disclosed on the Form 990, Schedule O. IU Health Ball Memorial Hospital, Inc. consolidated financial statements are available to the public through its bond filings. |
| Part VII, Section A | Line 1a, column(b) - Estimated Average Hours per Week | Daniel F. Evans, Jr. is the President & CEO for Indiana University Health, Inc. and devotes 55 hours per week. Christina C. Drummond, M.D. is a physician for Emergency Medical Group, Inc. and devotes 45 hours per week. |
| Part XI - Reconciliation of Net Assets | Line 5 - Other changes in net assets | Other changes in Net Assets of $(11,849,797) includes: -Partnership income book/tax difference $(1,082,745) -Unrealized gain/loss on investments $( 10,997) -Change in pension obligation $(6,900,722) -Net asset transfer to affiliate $(3,855,333) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (29 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Indiana University Health Inc | |||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351955872 | Healthcare | IN | 501(C)(3) | 3 | NA |
| IU Health Arnett Inc | |||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 263162145 | Healthcare | IN | 501(C)(3) | 3 | IU Health |
| Clarian Transplant Institute Inc | |||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 134350599 | HEALTHCARE | IN | 501(C)(3) | 9 | IU Health |
| Emergency Medical Group Inc | |||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351932442 | HEALTHCARE | IN | 501(C)(3) | 3 | IU Health |
| Indiana Radiology Partners Inc | |||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 201017034 | HEALTHCARE | IN | 501(C)(3) | 3 | IU Health |
| Methodist Health Foundation Inc | |||||||||
| 1800 North Capital Avenue | Indianapolis | IN | 46202 | 356043086 | Fundraising | IN | 501(C)(3) | 11 I | IU Health |
| Methodist Health Group Inc | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 350876390 | HEALTHCARE | IN | 501(C)(3) | 11 III-FI | NA |
| Methodist Medical Group Physicians Inc | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351814660 | HEALTHCARE | IN | 501(C)(3) | 3 | Meth Med Grp |
| Methodist Medical Group Inc | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351945384 | HEALTHCARE | IN | 501(C)(3) | 3 | IU Health |
| Methodist Occupational Health Ctrs Inc | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 47303 | 351844176 | HEALTHCARE | IN | 501(C)(3) | 3 | IU Health |
| Methodist Research Institute Inc | |||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 352023710 | HEALTHCARE | IN | 501(C)(3) | 11 I | IU Health |
| MH Healthcare Inc | |||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351766531 | HEALTHCARE | IN | 501(C)(3) | 3 | Meth Med Grp |
| IU Health Bedford Inc | |||||||||
| 2900 West 16th Street | Bedford | IN | 47421 | 237042323 | HEALTHCARE | IN | 501(C)(3) | 3 | IU Health |
| Goshen Health System Inc | |||||||||
| 200 High Park Avenue | Goshen | IN | 46527 | 351974765 | HEALTHCARE | IN | 501(C)(3) | 11 I | IU Health |
| Goshen Hospital Association Inc | |||||||||
| 200 High Park Avenue | Goshen | IN | 46527 | 356001540 | HEALTHCARE | IN | 501(C)(3) | 3 | Gosh Hlh Sys |
| IU Health LaPorte Hospital Inc | |||||||||
| 1007 LINCOLNWAY | LAPORTE | IN | 46350 | 351125434 | HEALTHCARE | IN | 501(C)(3) | 3 | IU Health |
| IU Health LaPorte Physicians Inc | |||||||||
| 1007 LINCOLNWAY | LAPORTE | IN | 46350 | 311070868 | HEALTHCARE | IN | 501(C)(3) | 3 | Lap Hlth Sys |
| IU Health Tipton Hospital Inc | |||||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 262772226 | Healthcare | IN | 501(C)(3) | 3 | IU Health |
| IU Health Blackford Hospital Inc | |||||||||
| 410 Pilgrim Boulevard | Hartford City | IN | 47348 | 010646166 | HEALTHCARE | IN | 501(C)(3) | 3 | Ball Mem Hsp |
| IU Health Paoli Inc | |||||||||
| PO Box 499 | Paoli | IN | 47454 | 352090919 | HEALTHCARE | IN | 501(C)(3) | 3 | Bloom Hosp |
| IU Health Bloomington Inc | |||||||||
| PO Box 1149 | Bloomington | IN | 47402 | 351720796 | HEALTHCARE | IN | 501(C)(3) | 3 | IU Health |
| Ball Memorial Hospital Auxiliary Inc | |||||||||
| 2401 West University Avenue | Muncie | IN | 47303 | 356025400 | HEALTHCARE | IN | 501(C)(3) | 11 III-FI | Ball Mem Hsp |
| IU Health Ball Memorial Physicians Inc | |||||||||
| 2401 West University Avenue | Muncie | IN | 47303 | 351925641 | HEALTHCARE | IN | 501(C)(3) | 9 | Ball Mem Hsp |
| Indiana University Healthcare Associates | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351747218 | HEALTHCARE | IN | 501(C)(3) | 9 | IU Health |
| Midwest Health Strategies Inc | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 611415688 | HEALTHCARE | IN | 501(C)(3) | 3 | Ball Mem Hsp |
| IU Health Ball Memorial Hosp Foundation | |||||||||
| 2401 West University Avenue | Muncie | IN | 47303 | 311111784 | Fundraising | IN | 501(C)(3) | 11 I | Ball Mem Hsp |
| Healthlinc INc | |||||||||
| 200 HIGH PARK AVENUE | GOSHEN | IN | 46527 | 263571507 | HEALTHCARE | IN | 501(C)(3) | 3 | Gosh Hlh Sys |
| IU HEALTH MORGAN HOSPITAL INC | |||||||||
| 2209 JOHN R WOODEN DRIVE | MARTINSVILLE | IN | 46151 | 273533027 | HEALTHCARE | IN | 501(C)(3) | 3 | IU Health |
| IU HEALTH WHITE HOSPITAL INC | |||||||||
| 720 SOUTH SIXTH STREET | MONTICELLO | IN | 47960 | 273532963 | HEALTHCARE | IN | 501(C)(3) | 3 | IU Health |
Form990 Schedule R Part III Form990ScheduleRPartIII (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Clarian Health Network LLC | ||||||||||||||
| 950 N Meridian Street Ste 800 | Indianapolis | IN | 46204 | 352055030 | Healthcare | IN | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| Clarian Health North LLC | ||||||||||||||
| 11700 North Meridian Street | Carmel | IN | 46032 | 431980602 | HEALTHCARE | IN | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| CHV Fund I LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262523206 | Venture Capital | IN | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| Clarian Health West LLC | ||||||||||||||
| 1111 North Ronald Reagan Parkway | Avon | IN | 46123 | 431980611 | HEALTHCARE | IN | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| Health Venture Management LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 205740216 | Mgmt Services | IN | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| Indiana Endoscopy Centers LLC | ||||||||||||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | 208398421 | Healthcare | IN | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| IN Lakes Managed Care Org LLC | ||||||||||||||
| 310 S Main Street | Goshen | IN | 46526 | 351946663 | HEALTHCARE | IN | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| Senate Street Surgery Center LLC | ||||||||||||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | 421709357 | Healthcare | IN | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| The Healthcare Group LLC | ||||||||||||||
| 8802 N Meridian St Ste 100 | INDIANAPOLIS | IN | 46260 | 352067373 | Managed Care | IN | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| Ball Outpatient Surgery Center LLC | ||||||||||||||
| 2401 West University Avenue | Muncie | IN | 47303 | 270275794 | HEALTHCARE | IN | BMH | Related | 2790461 | 5811422 | false | $0 | false | 0.52941 |
| Cardinal Health Initiatives LLC | ||||||||||||||
| 2401 West University Avenue | Muncie | IN | 47303 | 300102702 | Purchasing | IN | Ball Mem Hosp | Related | 1189655 | 791399 | false | $299,960 | false | 0.90250 |
| Mid-America Surgery Center LLC | ||||||||||||||
| 2401 West University Avenue | Munci | IN | 47303 | 352002953 | Healthcare | IN | BMH | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| BMH Outpatient Surgery Services LLC | ||||||||||||||
| 2401 West University Avenue | Muncie | IN | 47303 | 204567998 | HEALTHCARE | IN | BMH | Related | -31752 | 201681 | false | $0 | false | 0.63257 |
| CHV FUND MANAGEMENT LLC | ||||||||||||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | 262523151 | Venture Capital | IN | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| ROC SURGERY LLC | ||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 271497960 | HEALTHCARE | IN | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (15 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 | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BMH MEDICAL PAVILION ASSOCIATION INC | |||||||||||||||
| 2525 WEST UNIVERSITY AVENUE | MUNCIE | IN | 47303 | 351858408 | CONDO MGMT | IN | NA | C CORP | 0 | 0 | 0.56100 | ||||
| CARDINAL HEALTH VENTURES INC | |||||||||||||||
| 2401 WEST UNIVERSITY AVENUE | MUNCIE | IN | 47303 | 351611424 | MGMT | IN | NA | C CORP | 0 | 0 | 0.00000 | ||||
| IUH ASSURANCE LTD | |||||||||||||||
| 980396429 | INSURANCE | IN | NA | C CORP | 0 | 0 | 0.00000 | 3RD FLOOR BARCLAYS HOUSE | GEORGETOWN | GRAND CAYMAN | CJ | ||||
| IU HEALTH PLANS INC | |||||||||||||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | 262127080 | HMO | IN | NA | C CORP | 0 | 0 | 0.00000 | ||||
| CHV CAPITAL INC | |||||||||||||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | 260752507 | VENTURE CAP. | IN | NA | C CORP | 0 | 0 | 0.00000 | ||||
| CLARIAN HEALTH RISK RETENTION GROUP | |||||||||||||||
| 151 MEETING STREET SUITE 301 | CHARLESTON | SC | 29401 | 201107674 | INSURANCE | IN | NA | C CORP | 0 | 0 | 0.00000 | ||||
| M-PLAN INC | |||||||||||||||
| 1776 N MERIDIAN STREET SUITE 300 | INDIANAPOLIS | IN | 46202 | 351772506 | HMO | IN | NA | C CORP | 0 | 0 | 0.00000 | ||||
| OCC-HEALTH REVENUE SYSTEMS INC | |||||||||||||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | 203308057 | WORK COMP PPO | IN | NA | C CORP | 0 | 0 | 0.00000 | ||||
| PARKMOR DRUG INC | |||||||||||||||
| 1501 SOUTH MAIN STREET | GOSHEN | IN | 46526 | 131394980 | PHARM SALES | IN | NA | C CORP | 0 | 0 | 0.00000 | ||||
| PILR INC | |||||||||||||||
| 200 HIGH PARK AVENUE | GOSHEN | IN | 46527 | 204294750 | DEVELOPMENT | IN | NA | C CORP | 0 | 0 | 0.00000 | ||||
| IU Health Sothern Indiana Phys Inc | |||||||||||||||
| PO BOX 1149 | BLOOMINGTON | IN | 47402 | 351913875 | HEALTHCARE | IN | NA | C CORP | 0 | 0 | 0.00000 | ||||
| CLARIAN RISK PUR GRP INC | |||||||||||||||
| 151 MEETING STREET SUITE 301 | CHARLESTON | SC | 29401 | 201107674 | INSURANCE | IN | NA | C CORP | 0 | 0 | 0.00000 | ||||
| RADIATION ONCOLOGY RESOURCES INC | |||||||||||||||
| 200 HIGH PARK AVENUE | GOSHEN | IN | 46527 | 262008424 | HEALTHCARE | IN | NA | C CORP | 0 | 0 | 0.00000 | ||||
| UNIVERSITY HEALTH MGMT INC | |||||||||||||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | 272891143 | MGMT | IN | NA | C CORP | 0 | 0 | 0.00000 | ||||
| UNIVERSITY HEALTH MGMT (CHINA) INC | |||||||||||||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | 273891311 | MGMT | IN | NA | C CORP | 0 | 0 | 0.00000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| 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 | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (14 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| IU HEALTH BLACKFORD HOSPITAL INC | |
| K | 1959598 |
| IU HEALTH BLACKFORD HOSPITAL INC | |
| N | 1026517 |
| IU HEALTH BALL MEMORIAL HOSP FOUNDATION | |
| C | 2172003 |
| IU HEALTH BALL MEMORIAL HOSP FOUNDATION | |
| J | 1253660 |
| IU HEALTH BALL MEMORIAL HOSP FOUNDATION | |
| K | 182229 |
| BALL OUTPATIENT SURGERY CENTER LLC | |
| A | 6573 |
| BALL OUTPATIENT SURGERY CENTER LLC | |
| D | 1194375 |
| BALL OUTPATIENT SURGERY CENTER LLC | |
| I | 697973 |
| BALL OUTPATIENT SURGERY CENTER LLC | |
| K | 925979 |
| BALL OUTPATIENT SURGERY CENTER LLC | |
| N | 1632587 |
| CARDINAL HEALTH PARTNERS INC | |
| I | 172236 |
| CARDINAL HEALTH PARTNERS INC | |
| J | 65537 |
| CARDINAL HEALTH PARTNERS INC | |
| K | 375135 |
| CARDINAL HEALTH VENTURES INC | |
| K | 126088 |
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