INDIANA UNIVERSITY HEALTH INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: INDIANA UNIVERSITY HEALTH INC (EIN 35-1955872)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202443209349310559
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule H
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T11:24:29+00:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 MONUMENT CIR STE 4000	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46204	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	351955872	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Indiana University Health Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	INDI	BusinessNameControlTxt
Phone	3179634842	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	950 N MERIDIAN STREET 1200	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46204	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Jennifer M Alvey	PersonNm
Person Title	Treasurer/SVP & CFO	PersonTitleTxt
Phone	3179634842	PhoneNum
Signature	2024-11-15	SignatureDt
Discuss With Paid Preparer	false	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JENNIFER D Rhoderick	PreparerPersonNm
PTIN	P00395735	PTIN
Phone	3176817000	PhoneNum
Preparation	2024-11-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DENNIS M MURPHY	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	950 N MERIDIAN STREET 1200	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46204	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$9,146,853,117	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	HTTPS://IUHEALTH.ORG/	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1995	FormationYr
Legal Domicile State	IN	LegalDomicileStateCd
Activity Or Mission	Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	23282	TotalEmployeeCnt
Total Volunteers	1756	TotalVolunteersCnt
Total Gross UBI	$87,943,013	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$13,352,196	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$34,574,004	PYContributionsGrantsAmt
CY Contributions Grants	$32,681,739	CYContributionsGrantsAmt
PY Program Service Revenue	$4,877,905,867	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,379,979,956	CYProgramServiceRevenueAmt
PY Investment Income	$35,234,986	PYInvestmentIncomeAmt
CY Investment Income	$290,300,471	CYInvestmentIncomeAmt
PY Other Revenue	$21,555,404	PYOtherRevenueAmt
CY Other Revenue	$49,100,671	CYOtherRevenueAmt
PY Total Revenue	$4,969,270,261	PYTotalRevenueAmt
CY Total Revenue	$5,752,062,837	CYTotalRevenueAmt
PY Grants And Similar Paid	$25,502,967	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$17,981,887	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,881,943,086	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,842,555,722	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,757,140,319	PYOtherExpensesAmt
CY Other Expenses	$3,109,850,425	CYOtherExpensesAmt
PY Total Expenses	$4,664,586,372	PYTotalExpensesAmt
CY Total Expenses	$4,970,388,034	CYTotalExpensesAmt
PY Revenues Less Expenses	$304,683,889	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$781,674,803	CYRevenuesLessExpensesAmt
Total Assets BOY	$9,941,042,603	TotalAssetsBOYAmt
Total Assets EOY	$11,659,974,071	TotalAssetsEOYAmt
Total Liabilities BOY	$3,849,785,323	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$4,670,964,576	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$6,091,257,280	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$6,989,009,495	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$2,511,776,297	ExpenseAmt
Grant	$17,981,887	GrantAmt
Revenue	$2,856,650,345	RevenueAmt
Desc	NET PATIENT SERVICE REVENUE: INDIANA UNIVERSITY HEALTH, INC. ("IU HEALTH") IS AN ACADEMIC HEALTH CENTER COMPRISED OF IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN AT IU HEALTH (TOGETHER REFERRED TO AS "IU HEALTH ACADEMIC HEALTH CENTER"), IU HEALTH SAXONY HOSPITAL, AND IU HEALTH MORGAN. IT ALSO OFFERS PHARMACY, HOME CARE, OUTPATIENT, AND EMERGENCY TRANSPORT SERVICES THROUGHOUT THE CENTRAL INDIANA AREA. IU HEALTH INCORPORATES A UNIQUE PARTNERSHIP WITH INDIANA UNIVERSITY SCHOOL OF MEDICINE ("IU SCHOOL OF MEDICINE"), ONE OF THE NATION'S LEADING MEDICAL SCHOOLS, TO GIVE PATIENTS ACCESS TO INNOVATIVE TREATMENTS AND THERAPIES, ALL WITHOUT REGARD TO THEIR ABILITY TO PAY. IU HEALTH IS ALSO THE PARENT ORGANIZATION OF THE IU HEALTH SYSTEM, INDIANA'S MOST COMPREHENSIVE HEALTH CARE SYSTEM. IU HEALTH METHODIST AND IU HEALTH UNIVERSITY HOSPITALS IU HEALTH METHODIST AND IU HEALTH UNIVERSITY HOSPITALS, LOCATED IN INDIANAPOLIS, INDIANA, ARE A 1,025-BED ADULT ACADEMIC HEALTH CENTER IN PARTNERSHIP WITH THE IU SCHOOL OF MEDICINE. IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL ARE DESIGNATED AS MAGNET HOSPITALS, RECOGNIZED FOR EXCELLENCE IN NURSING SERVICES AND HIGH-QUALITY CLINICAL OUTCOMES FOR PATIENTS. IU HEALTH UNIVERSITY HOSPITAL IS A LEADING ACADEMIC MEDICAL CENTER WITH A COMMITMENT TO DISSEMINATING RESEARCH FINDINGS WHILE IMPROVING THE QUALITY OF LIFE FOR PEOPLE ON A LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL BASIS. IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL BOTH SERVE AN ADULT POPULATION. THESE HOSPITALS LEAD THE WAY IN COMMUNITY BENEFIT INITIATIVES. A SUBSTANTIAL PIECE OF COMMUNITY BENEFIT IS PROVIDING EXCELLENT CARE TO PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH RILEY HOSPITAL FOR CHILDREN AT IU HEALTH, LOCATED IN INDIANAPOLIS, INDIANA, IS A 276-BED CHILDREN'S HOSPITAL THAT IS INDIANA'S LARGEST AND MOST COMPREHENSIVE PEDIATRIC HOSPITAL. IT IS REGULARLY RANKED AMONG THE TOP CHILDREN'S HOSPITALS IN THE COUNTY BY U.S. NEWS & WORLD REPORT'S BEST CHILDREN'S HOSPITALS. IN ADDITION TO CLINICAL EXPERTISE, RILEY HOSPITAL FOR CHILDREN AT IU HEALTH'S PARTNERSHIP WITH THE IU SCHOOL OF MEDICINE ENSURES THAT PATIENTS HAVE ACCESS TO THE MOST INNOVATIVE TREATMENTS AND THE LATEST RESEARCH AND TECHNOLOGY. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH PROVIDES COMPREHENSIVE, FAMILY-CENTERED CARE TO MORE THAN 250,000 CHILDREN ANNUALLY THROUGH ITS STATEWIDE PRIMARY AND SPECIALTY CARE OFFICES, AND INPATIENT AND OUTPATIENT SERVICES AT ITS FLAGSHIP HOSPITAL. PEDIATRIC PATIENTS AND THEIR FAMILIES TRAVEL FROM ALL 92 INDIANA COUNTIES, THE REGION AND THE WORLD TO ACCESS THE NATIONALLY RECOGNIZED CLINICAL PROGRAMS OF RILEY HOSPITAL FOR CHILDREN AT IU HEALTH. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH IS ALSO DESIGNATED AS A MAGNET HOSPITAL, RECOGNIZED FOR EXCELLENCE IN NURSING SERVICES AND HIGH-QUALITY CLINICAL OUTCOMES FOR PATIENTS. IU HEALTH SAXONY HOSPITAL IU HEALTH SAXONY HOSPITAL, LOCATED IN FISHERS, INDIANA, IS A 32-BED SPECIALTY CARE HOSPITAL PRIMARILY FOCUSING ON SURGICAL SERVICES FOR CARDIOVASCULAR AND ORTHOPEDICS. IT OPENED IN 2011 AND INCLUDES SIX OPERATING ROOMS, A FULL EMERGENCY DEPARTMENT, A HELIPAD FOR MEDICAL TRANSPORT AND A MEDICAL OFFICE COMPLEX. IU HEALTH SAXONY HOSPITAL IS ALSO HOME TO THE INDIANA UNIVERSITY HEALTH HIP AND KNEE CENTER. HERE, THE TEAM OF FELLOWSHIP TRAINED SURGEONS PERFORM MORE HIP AND KNEE REPLACEMENTS THAN ANY OTHER IU HEALTH FACILITY IN THE STATE. IU HEALTH MORGAN IU HEALTH MORGAN, AN OUTPATIENT DEPARTMENT OF THE IU HEALTH ACADEMIC HEALTH CENTER LOCATED IN MARTINSVILLE, INDIANA, OFFERS COVERAGE IN ADULT AND PEDIATRIC CARE; SPECIALTY CARE; EMERGENCY AND URGENT CARE; DIAGNOSTIC IMAGING INCLUDING 3D MAMMOGRAPHY; LAB TESTING; OUTPATIENT SURGICAL SERVICES; CANCER CARE, INCLUDING MEDICAL AND RADIATION ONCOLOGY; CARDIAC, PHYSICAL, SPEECH AND OCCUPATIONAL THERAPIES; SLEEP LAB; AND COMMUNITY HEALTH AND WELLNESS, INCLUDING MEDICAL NUTRITION THERAPY AND DIABETES CARE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$710,835,872	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$808,435,665	RevenueAmt
Desc	LABORATORY SERVICES: The laboratories of IU Health offer some of the most comprehensive laboratory services in Indiana. Open 24 hours a day, seven days a week, the laboratories perform more than 19 million tests a year. In addition to IU Health, laboratory testing services are provided to hospitals and physicians across the country.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$527,510,145	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$599,938,792	RevenueAmt
Desc	SHARED SERVICES REVENUE: AS THE PARENT OF THE INDIANA UNIVERSITY HEALTH SYSTEM, IU HEALTH FACILITATES EFFORTS AND SHARED SERVICES ON BEHALF OF AND FOR THE BENEFIT OF IU Health AND ITS AFFILIATES. CERTAIN COSTS RELATED TO PROVIDING THESE SHARED SERVICES ARE ALLOCATED OUT OR CHARGED TO THE AFFILIATES. FACILITATING THESE EFFORTS AND SERVICES ALLOWS IU Health AND ITS AFFILIATES TO BETTER CARRY OUT THEIR EXEMPT FUNCTIONS BY REDUCING COSTS, HAVING STANDARDIZED PRACTICES AND PROCEDURES, AND CREATING ECONOMIES OF SCALE.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmt	GrantGrantAmt	RevenueRevenueAmt	DescDesc
$514,610,937	$0	$585,268,487	MEMBER PREMIUM REVENUE: The Indiana University Health System has agreements to provide medical services to subscribing participants or members that generally provide for predefined payments (on a per member, per month basis), regardless of services actually performed. The cost to provide health care services under these agreements is accrued in the period in which the health care services are provided to a member based, in part, on estimates, including an accrual for medical services provided but not yet reported.
$422,910,904	$0	$480,977,777	PHARMACY SERVICES: Our network of pharmacies offers the ease of "one-stop" shopping. With services designed to meet your needs, we will provide expert care and help patients make the best use of their medications.
$45,240,689	$0	$51,452,365	ALL OTHER PROGRAMS, SUCH AS RENT FROM RELATED 501(c)(3) ORGANIZATIONS, INCOME FROM PASS-THROUGH ENTITIES

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$982,762,530	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$1,117,698,629	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$4,732,884,844	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	Yes (true)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	4022	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	23282	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CRAIG J JONES	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3179634842	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	950 N MERIDIAN STREET SUITE 800	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46204	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BISHOP JULIUS C TRIMBLE
DIRECTOR/VICE-CHAIR	6.0	1.0	Yes (X)	Yes (X)	$37,500	$0	$0
DENNIS M MURPHY
DIRECTOR/PRESIDENT & CEO	60.0	1.0	Yes (X)	Yes (X)	$3,987,200	$0	$982,839
Pamela Whitten
DIRECTOR/VICE-CHAIR	6.0	0	Yes (X)	Yes (X)	$0	$0	$0
THOMAS V EASTERDAY
BOARD CHAIR/DIRECTOR	6.0	0	Yes (X)	Yes (X)	$50,000	$0	$0
Alicia D Monroe MD
DIRECTOR	6.0	0	Yes (X)		$35,000	$0	$0
JAMES A DAVLIN V
DIRECTOR	6.0	1.0	Yes (X)		$37,500	$0	$0
JAY L HESS MD
DIRECTOR	6.0	6.0	Yes (X)		$44,500	$0	$0
JEFFREY A HARRISON
DIRECTOR	6.0	0	Yes (X)		$35,000	$0	$0
JEFFREY N SIMMONS
DIRECTOR (PART YEAR)	6.0	0	Yes (X)		$0	$0	$0
Kristin Mays-Corbitt
DIRECTOR	6.0	0	Yes (X)		$37,500	$0	$0
KYLE L GRAZIER
DIRECTOR	6.0	0	Yes (X)		$37,500	$0	$0
LARRY H STEVENS MD
DIRECTOR	6.0	49.0	Yes (X)		$43,500	$561,387	$43,145
MAUREEN BISOGNANO
DIRECTOR	6.0	0	Yes (X)		$37,500	$0	$0
Quinn Buckner
DIRECTOR	6.0	0	Yes (X)		$35,000	$0	$0
ROBERT A PALMER
DIRECTOR	6.0	0	Yes (X)		$37,500	$0	$0
ERIN R LEWIS
Secretary/EVP/CAO & Gen. Counsel	54.0	1.0		Yes (X)	$1,118,037	$0	$220,215
JENNIFER M ALVEY
TREASURER/SVP & CFO	53.0	2.0		Yes (X)	$1,601,621	$0	$264,303
DAVID A INGRAM MD
EVP & CME	52.0	3.0			$0	$1,269,571	$221,658	Yes (X)
Gil Peri
President (Riley)	55.0	0			$1,086,927	$0	$220,532	Yes (X)
Jason H Gilbert RN
EVP & CNE	55.0	0			$733,124	$0	$180,525	Yes (X)
MICHELLE A JANNEY RN
EVP & COO	53.0	2.0			$1,961,448	$0	$300,768	Yes (X)
RYAN D NAGY MD
PRESIDENT (AAHC)	54.0	1.0			$0	$1,187,403	$172,868	Yes (X)
BRIAN T SHOCKNEY
PRESIDENT (SCR) (Part Year)/SVP System Regional Operations	0.0	55.0			$1,036,225	$0	$211,047		Yes (X)
JEFFREY C BIRD MD
PRESIDENT (ECR)	0.0	55.0			$985,198	$0	$172,192		Yes (X)
KENNETH DOUG PUCKETT
PRESIDENT (ISR)	0.0	55.0			$901,248	$0	$183,503		Yes (X)
RONALD L STIVER
PRESIDENT (SHS)	53.0	2.0			$1,351,039	$0	$213,445		Yes (X)
Timothy A Tarnowski
SVP & CIO	55.0	0			$954,939	$0	$89,329		Yes (X)
PAUL M CALKINS MD
FORMER KEY EMPLOYEE	25.0	30.0			$571,987	$0	$62,470			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$16,756,994	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$3,018,362	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,538,838	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2855	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
AYA HEALTHCARE INC
5930 Cornerstone Court West Ste 300	San Diego	CA	92121	Contract labor	$303,868,571
Wilhelm-Gilbane A Joint Venture
3914 Prospect St	INDIANAPOLIS	IN	46203	CONSTRUCTION	$207,319,596
TRIMEDX LLC
5451 LAKEVIEW PKWY S DR	INDIANAPOLIS	IN	46268	CLINICAL ENGINEERING	$56,898,620
MESSER CONSTRUCTION
643 W COURT ST	CINCINNATI	OH	45203	CONSTRUCTION	$54,792,510
CURIS Design LLC
8831 Keystone Crossing	Indianapolis	IN	46240	Architectural services	$49,103,998

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1181	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$13,428,520	RelatedOrganizationsAmt
Government Grants	$7,279,764	GovernmentGrantsAmt
All Other Contributions	$11,973,455	AllOtherContributionsAmt
Noncash Contributions	$0	NoncashContributionsAmt
Total Contributions	$32,681,739	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Net Patient Service Revenue	622110	$2,856,650,345	$2,856,650,345	$0	$0
Shared Services	900099	$599,938,792	$588,822,260	$11,116,532	$0
Pharmacy	446110	$480,977,777	$433,352,279	$47,625,498	$0
Reference Laboratory	621500	$808,435,665	$794,442,993	$13,992,672	$0
Member Premium Revenue	524298	$585,268,487	$585,268,487	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$48,708,890	TotalRevenueColumnAmt
Related Or Exempt Func Income	$48,079,940	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$628,950	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,379,979,956	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$106,957,300	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,743,475	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$104,213,825	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$19,815,862	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$17,321,697	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$2,494,165	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,494,165	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$95,035	UnrelatedBusinessRevenueAmt
Exclusion	$2,399,130	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$3,546,327,428	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,377,468,583	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$168,858,845	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$183,343,171	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$14,484,326	UnrelatedBusinessRevenueAmt
Exclusion	$168,858,845	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$0	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
All Other	900099	$42,585,930	$0	$0	$42,585,930
Parking	812930	$1,821,095	$0	$0	$1,821,095
Education	900099	$1,746,746	$0	$0	$1,746,746

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$452,735	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$452,735	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$46,606,506	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,752,062,837	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,309,359,779	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$87,943,013	UnrelatedBusinessRevenueAmt
Exclusion	$322,078,306	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$17,981,887	TotalAmt
Program Services	$17,981,887	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$13,347,197	TotalAmt
Program Services	$12,946,781	ProgramServicesAmt
Management And General	$400,416	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$696,970	TotalAmt
Program Services	$676,061	ProgramServicesAmt
Management And General	$20,909	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,507,995,750	TotalAmt
Program Services	$1,457,147,368	ProgramServicesAmt
Management And General	$50,848,382	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$47,392,305	TotalAmt
Program Services	$45,794,275	ProgramServicesAmt
Management And General	$1,598,030	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$181,006,805	TotalAmt
Program Services	$174,903,404	ProgramServicesAmt
Management And General	$6,103,401	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$92,116,695	TotalAmt
Program Services	$89,010,595	ProgramServicesAmt
Management And General	$3,106,100	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$3,032,392	TotalAmt
Management And General	$3,032,392	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$991,091	TotalAmt
Program Services	$495,546	ProgramServicesAmt
Management And General	$495,545	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$2,868,464	TotalAmt
Program Services	$1,434,232	ProgramServicesAmt
Management And General	$1,434,232	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$698,394	TotalAmt
Management And General	$698,394	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$8,912,526	TotalAmt
Management And General	$8,912,526	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$466,976,391	TotalAmt
Program Services	$435,628,358	ProgramServicesAmt
Management And General	$31,348,033	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$19,674,725	TotalAmt
Management And General	$19,674,725	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$31,731,283	TotalAmt
Program Services	$29,601,168	ProgramServicesAmt
Management And General	$2,130,115	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$145,488,850	TotalAmt
Program Services	$72,744,425	ProgramServicesAmt
Management And General	$72,744,425	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$96,718,155	TotalAmt
Program Services	$96,718,155	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$3,262,303	TotalAmt
Program Services	$3,043,305	ProgramServicesAmt
Management And General	$218,998	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$684	TotalAmt
Program Services	$638	ProgramServicesAmt
Management And General	$46	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$55,048,667	TotalAmt
Program Services	$55,048,667	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$175,665,945	TotalAmt
Program Services	$167,390,015	ProgramServicesAmt
Management And General	$8,275,930	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$22,312,580	TotalAmt
Management And General	$22,312,580	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Drugs and Medical Supplies	$1,284,669,957	$1,284,669,957
Health Claims Paid to Providers	$531,249,556	$531,249,556
Bad Debt	$105,807,919	$105,807,919
Unrelated Business Income Tax Expense	$518,610		$518,610

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$154,221,933	TotalAmt
Program Services	$150,592,532	ProgramServicesAmt
Management And General	$3,629,401	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,970,388,034	TotalAmt
Program Services	$4,732,884,844	ProgramServicesAmt
Management And General	$237,503,190	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$96,790	BOYAmt
EOY	$91,812	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$328,564,070	BOYAmt
EOY	$995,606,029	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$588,906	BOYAmt
EOY	$7,209,495	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$602,185,990	BOYAmt
EOY	$748,964,312	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$74,985,170	BOYAmt
EOY	$60,768,292	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$98,568,148	BOYAmt
EOY	$99,611,209	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$167,014,807	BOYAmt
EOY	$170,926,226	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,474,162,174	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,859,499,149	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,125,239,967	BOYAmt
EOY	$2,614,663,025	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,581,219,183	BOYAmt
EOY	$3,898,265,131	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,643,020,000	BOYAmt
EOY	$2,716,825,000	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$296,978,372	BOYAmt
EOY	$326,617,461	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,852,193	BOYAmt
EOY	$7,852,193	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$14,729,007	BOYAmt
EOY	$12,573,886	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$9,941,042,603	BOYAmt
EOY	$11,659,974,071	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$603,978,620	BOYAmt
EOY	$683,653,111	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$9,363,342	BOYAmt
EOY	$5,866,927	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,430,693,000	BOYAmt
EOY	$2,073,278,000	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$329,647,266	BOYAmt
EOY	$150,053,041	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,476,103,095	BOYAmt
EOY	$1,758,113,497	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,849,785,323	BOYAmt
EOY	$4,670,964,576	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,089,401,416	BOYAmt
EOY	$6,987,153,630	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,855,864	BOYAmt
EOY	$1,855,865	EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,091,257,280	BOYAmt
EOY	$6,989,009,495	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,941,042,603	BOYAmt
EOY	$11,659,974,071	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$781,674,803	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$504,133,343	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$69,013,329	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$457,069,260	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$579,778	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$118,616	OtherActivitiesAmt
Total Lobbying Expenditures	$698,394	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule C, Part II-B, Line 1i OTHER ACTIVITIES

Several membership organizations notified IU Health during 2023 that a portion of the dues it paid would be used for lobbying purposes as follows: 340B Health: 7% or $1,000.40 American Hospital Association: 26.47% or $14,786.00 Association of American Medical College (AAMC): 1.47% or $328.70 Children's Hospital Association: 16.55% or $31,226.54 Indiana Hospital Association: 10.78% or $37,807.00 NAACOS: 15% or $1,575.00 America's Essential Hospitals: 10% or $14,075.00 Greater Indianapolis Chamber of Commerce: 5% or $12,500.00 Indiana Chamber of Commerce: 9% or $5,317.50 Total Portion of Dues Used for Lobbying Purposes: $118,616.00

Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY

During 2023, IU Health spent a total of $579,778 in direct federal and state lobbying expenditures. During 2023, IU Health advocated before our federal legislative and executive branches on the following issues: - Federal COVID waivers - Healthcare Reform Legislation (in general) - Pricing Transparency/Surprise Billing/Good Faith Pricing Estimates - Changes to Medicare/Medicaid reimbursement - Graduate Medical Education - Medicaid/Medicare Managed Care - Changes to OPPS/IPPS reimbursement - Accountable Care Organizations - 340B program - Critical Access and Rural Hospital Matters - Disproportionate Share Hospital Payments - Telemedicine/Telehealth - Electronic Health Records Interoperability - Organ Transplant Allocation and Regulatory Oversight - CMS Regulatory Requirements - Budget Matters - Billing and Reimbursement - Provider Workforce Matters - Provider Safety During 2023, IU Health advocated before our state legislative branch on the following issues: - Provider Reimbursements - Medicaid Reimbursement Policies - Provider Licensure Matters - Insurance Matters - Cost of Healthcare - Medicaid Managed Care - Telehealth/Telemedicine - Public Safety - Pricing Transparency/Surprise Bills/Good Faith Pricing Estimates - Health Care Regulation - Social Services - Patient Safety Matters - Access to Health Care - Opioids/Addictions Services - Graduate Medical Education - Budget Allocations - Provider Workforce Matters - Transgender Care - Maternal Care - Infant Mortality

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,855,864	BeginningYearBalanceAmt
End Year Balance	$1,855,864	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,855,864	BeginningYearBalanceAmt
End Year Balance	$1,855,864	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,855,864	BeginningYearBalanceAmt
End Year Balance	$1,855,864	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,855,864	BeginningYearBalanceAmt
End Year Balance	$1,855,864	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,855,864	BeginningYearBalanceAmt
End Year Balance	$1,855,864	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	1.0	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.0	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$359,312,188	OtherCostOrOtherBasisAmt
Book Value	$359,312,188	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,508,370,159	OtherCostOrOtherBasisAmt
Depreciation	$642,085,014	DepreciationAmt
Book Value	$866,285,145	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$61,538,735	OtherCostOrOtherBasisAmt
Depreciation	$32,756,302	DepreciationAmt
Book Value	$28,782,433	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,772,110,234	OtherCostOrOtherBasisAmt
Depreciation	$1,482,009,740	DepreciationAmt
Book Value	$290,100,494	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,772,830,858	OtherCostOrOtherBasisAmt
Depreciation	$702,648,093	DepreciationAmt
Book Value	$1,070,182,765	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,614,663,025	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	ALTERNATIVE INVESTMENTS	Desc
Book Value	$2,716,825,000	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$2,716,825,000	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$2,772,317	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
DUE TO THIRD-PARTY PAYERS	$110,995,255
ENVIRONMENTAL OBLIGATIONS	$6,949,492
ACCRUED INTEREST ON BONDS	$14,936,696
SELF-INSURANCE LIABILITIES	$2,369,016
LEASE LIABILITIES - OPERATING	$52,453,573
Intercompany Payable	$1,567,637,148

Field	Value	IRS element (for citing)
Total Liability	$1,758,113,497	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule D, Part V, Line 4 Intended uses of endowment funds

PERMANENTLY RESTRICTED NET ASSETS ARE GENERALLY RESTRICTED FOR INDIGENT AND OTHER PATIENT CARE SERVICES, MEDICAL EDUCATION AND RESEARCH PROGRAMS, AND MEDICAL SUPPLIES AND EQUIPMENT.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

The Internal Revenue Service has determined that Indiana University Health and certain of its affiliated entities are tax-exempt organizations as defined in Section 501(c)(3) of the Internal Revenue Code (IRC). Indiana University Health and its tax-exempt affiliates are, however, subject to federal and state income taxes on unrelated business income under the provisions of IRC Section 511. Deferred income taxes that, as of December 31, 2023 and 2022, have no net carrying value reflect the net tax effect of temporary differences between the carrying amounts of assets and liabilities for financial reporting and the amounts used for income tax purposes. As of December 31, 2023 and 2022, the Indiana University Health System had gross deferred tax assets of $141,386,000 and $145,194,000, respectively, primarily relating to net operating loss carryovers. Management determined that a full valuation allowance at December 31, 2023 and 2022, was necessary to reduce the deferred tax assets to the amount that would more likely than not be realized. Based on the weight of the evidence, if it is more likely than not that some portion or all of the deferred tax assets will not be realized, a valuation allowance to reduce the deferred tax assets is recorded. At December 31, 2023, Indiana University Health System has available net operating loss carryforwards of $571,690,000. Net operating losses generated from 2001 through 2017 will expire between 2024 and 2037. Net operating losses generated after 2017 do not expire.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	0	Investments	N/A	$1,922,471,109
North America (Canada & Mexico only)	0	Investments	N/A	$41,309,358
Central America and the Caribbean	0	Unrelated Business Activities,UNRELATED TRADE/BUS.	N/A	$70,916
Central America and the Caribbean	2	Program Services	SELF-INSURANCE	$12,786,008
Central America and the Caribbean	24	Speaking engagements,Conference Travel	Conferences or continuing education	$16,052
East Asia and the Pacific	5	Speaking engagements,Conference Travel	Presenting at conference	$9,793
Europe (Including Iceland and Greenland)	59	Speaking engagements,Conference Travel	Conferences or continuing education	$108,696
Europe (Including Iceland and Greenland)	8	Program Services	Transplant and Destination Services Collaboration	$13,709
Middle East and North Africa	7	Speaking engagements,Conference Travel	CONFERENCE OR CONTINUING EDUCATION	$12,763
Middle East and North Africa	19	Program Services	Transplant and Destination Services Collaboration	$159,782
North America (Canada & Mexico only)	81	Speaking engagements,Conference Travel	CONFERNCES OR CONTINUING EDUCATION	$76,108
South America	8	Speaking engagements,Conference Travel	CONFERENCES OR CONTINUING EDUCATION	$16,928
Sub-Saharan Africa	1	Speaking engagements,Conference Travel	CONFERENCES OR CONTINUING EDUCATION	$2,846
Europe (Including Iceland and Greenland)	0	Investments	N/A	$13,147,795
East Asia and the Pacific	0	Investments	N/A	$46,600,465
North America (Canada & Mexico only)	12	Program Services	Transplant and Destination Services Collaboration	$10,447
South America	3	Program Services	Transplant and Destination Services Collaboration	$7,283
Sub-Saharan Africa	15	Program Services	Transplant and Destination Services Collaboration	$19,856

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	226	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	18	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	244	TotalEmployeeCnt
Subtotal Spent	$2,036,812,775	SubtotalSpentAmt
Continuation Spent	$27,139	ContinuationSpentAmt
Total Spent	$2,036,839,914	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	FormAndLineReferenceDesc
Explanation	CENTRAL AMERICA AND THE CARIBBEAN-Cash,Accrual; EAST ASIA AND THE PACIFIC-Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash; MIDDLE EAST AND NORTH AFRICA-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Cash; SOUTH AMERICA-Cash; SUB-SAHARAN AFRICA-Cash	ExplanationTxt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	300	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	false	FPGReferenceDiscountedCareInd
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (true)	ExpensesExceedBudgetInd
Unable To Provide Care	false	UnableToProvideCareInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	33384	PersonsServedCnt
Total Community Benefit Expns	$60,721,713	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$60,721,713	NetCommunityBenefitExpnsAmt
Total Expense	0.0123	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	143136	PersonsServedCnt
Total Community Benefit Expns	$1,459,709,462	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$960,299,353	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$499,410,109	NetCommunityBenefitExpnsAmt
Total Expense	0.1015	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	176520	PersonsServedCnt
Total Community Benefit Expns	$1,520,431,175	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$960,299,353	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$560,131,822	NetCommunityBenefitExpnsAmt
Total Expense	0.1139	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	11	ActivitiesOrProgramsCnt
Persons Served	129486	PersonsServedCnt
Total Community Benefit Expns	$36,826,715	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$8,306,528	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$28,520,187	NetCommunityBenefitExpnsAmt
Total Expense	0.0058	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Activities Or Programs	4	ActivitiesOrProgramsCnt
Persons Served	5856	PersonsServedCnt
Total Community Benefit Expns	$81,741,463	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$20,910,771	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$60,830,692	NetCommunityBenefitExpnsAmt
Total Expense	0.0124	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	2	ActivitiesOrProgramsCnt
Persons Served	40314	PersonsServedCnt
Total Community Benefit Expns	$28,460,836	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$18,903,743	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$9,557,093	NetCommunityBenefitExpnsAmt
Total Expense	0.0019	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	4	ActivitiesOrProgramsCnt
Persons Served	123072	PersonsServedCnt
Total Community Benefit Expns	$7,552,952	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,553,166	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$5,999,786	NetCommunityBenefitExpnsAmt
Total Expense	0.0012	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	21	ActivitiesOrProgramsCnt
Persons Served	298728	PersonsServedCnt
Total Community Benefit Expns	$154,581,966	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$49,674,208	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$104,907,758	NetCommunityBenefitExpnsAmt
Total Expense	0.0213	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	21	ActivitiesOrProgramsCnt
Persons Served	475248	PersonsServedCnt
Total Community Benefit Expns	$1,675,013,141	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,009,973,561	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$665,039,580	NetCommunityBenefitExpnsAmt
Total Expense	0.1352	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Persons Served	1	PersonsServedCnt
Total Community Benefit Expns	$1,750,000	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,750,000	NetCommunityBenefitExpnsAmt
Total Expense	0.0004	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$150,000	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$150,000	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Persons Served	4	PersonsServedCnt
Total Community Benefit Expns	$4,874	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$4,874	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Activities Or Programs	2	ActivitiesOrProgramsCnt
Persons Served	4725	PersonsServedCnt
Total Community Benefit Expns	$94,417	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$94,417	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	5	ActivitiesOrProgramsCnt
Persons Served	4730	PersonsServedCnt
Total Community Benefit Expns	$1,999,291	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,999,291	NetCommunityBenefitExpnsAmt
Total Expense	0.0004	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$39,077,222	BadDebtExpenseAmt
Bad Debt Expense Attributable	$0	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$344,777,845	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$423,392,186	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$78,614,341	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (6 entries)

Primary ActivitiesPrimaryActivitiesTxt	Org Profit Or OwnershipOrgProfitOrOwnershipPct	Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
BELTWAY SURGERY CENTERS LLC
AMBULATORY SURGERY CENTER	0.2591	0.4881
SENATE STREET SURGERY CENTER LLC
AMBULATORY SURGERY CENTER	0.2621	0.4861
INDIANA ENDOSCOPY CENTERS LLC
AMBULATORY SURGERY CENTER	0.2601	0.246
ROC SURGERY LLC
AMBULATORY SURGERY CENTER	0.297	0.4177
BALL OUTPATIENT SURGERY CENTER LLC
AMBULATORY SURGERY CENTER	0.2818	0.3258
IU Health SW Fort Wayne ASC LLC
AMBULATORY SURGERY CENTER	0.2955	0.4516

Field	Value	IRS element (for citing)
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INDIANA UNIVERSITY HEALTH	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1701 N SENATE BLVD	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46202	ZIPCd

Field	Value	IRS element (for citing)
Website Address	HTTPS://IUHEALTH.ORG/	WebsiteAddressTxt
State License	23-005051-1	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Childrens Hospital	Yes (X)	ChildrensHospitalInd
Teaching Hospital	Yes (X)	TeachingHospitalInd
Research Facility	Yes (X)	ResearchFacilityInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd
Other	SEE PART V, SECTION C FOR ADDITIONAL INFORMATION	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	INDIANA UNIVERSITY HEALTH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	21	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	false	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	false	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	HTTPS://IUHEALTH.ORG/IN-THE-COMMUNITY/COMMUNITY-BENEFIT	OwnWebsiteURLTxt
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	22	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	HTTPS://IUHEALTH.ORG/IN-THE-COMMUNITY/COMMUNITY-BENEFIT	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	300.0	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	0.0	FPGFamilyIncmLmtDscntCarePct
Income Level Criteria	Yes (X)	IncomeLevelCriteriaInd
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Residency Criteria	Yes (X)	ResidencyCriteriaInd
Other Criteria	Yes (X)	OtherCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
Other Publicity	Yes (X)	OtherPublicityInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicare Private	Yes (X)	LookBackMedicarePrivateInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (17 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3E	IU HEALTH'S 2021 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) REPORTS INCLUDE PRIORITIZED DESCRIPTIONS OF SIGNIFICANT HEALTH NEEDS IN THE COMMUNITY. THE CHNA REPORTS IDENTIFIED THE FOLLOWING NEEDS TO BE ADDRESSED: - ACCESS TO HEALTH CARE SERVICES - Chronic disease and chronic disease management - DRUG AND SUBSTANCE ABUSE - Food insecurity and healthy eating - Health education and navigation - Maternal and infant health and child well-being - MENTAL HEALTH - Obesity, diabetes and physical inactivity - Smoking, tobacco use and exposure to secondhand smoke - SOCIAL DETERMINANTS OF HEALTH - Aging population and needs of seniors
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children. IU Health operates four hospital locations that are licensed as a single hospital by the Indiana State Department of Health. These hospital locations are as follows: - IU Health Methodist Hospital - IU Health University Hospital - Riley Hospital for Children at IU Health - IU Health Saxony Hospital IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children are located in Indianapolis, Marion County, Indiana and are referred to as the IU Health Academic Health Center. IU Health Saxony Hospital is located in Fishers, Hamilton County, Indiana. Although licensed as a single hospital, each of these facilities serve different, although sometimes overlapping, portions of the community which present their own unique health needs. In order to take into account all of these unique health needs, IU Health conducted separate Community Health Needs Assessments ("CHNAs") for each of its four hospital locations. In conducting each of its most recent CHNAs from January 2021 through December 2021, IU Health took into account input from persons who represent the broad interests of the communities it serves by hosting four community focus groups and conducting interviews. These focus groups engaged public health officials and community-based organizations that provide services and/or reflect community members who are medically underserved, low-income, or of a minority subpopulation to discuss the health needs of the service area and what role IU Health could play in addressing the identified needs. IU Health Academic Health Center The defined community per the most recent CHNA is Marion County, where the hospital resides. Marion County - Community Meetings and Interviews In collaboration with other local health systems - Ascension St. Vincent (Indianapolis) and Community Health Network - four virtual, community meetings were held May 25-27, 2021, to receive input from stakeholders regarding the health needs in Marion County. In total, the meetings were attended by 53 community organizations that provide services and/or reflect community residents who are under or uninsured; with undocumented status; older; Limited English Proficient; low-income; use or inject drugs; experience homelessness; Black, Indigenous, and people of color; LGBTQ; and populations impacted greatly by non-medical barriers of health such as poverty, food access and affordable housing. * Allen Chapel AME Church * Anthem Medicaid * Broadway United Methodist Church * City-County Council staff * City of Indianapolis, Division of Community Nutrition and Food Policy * Coalition for Our Immigrant Neighbors * Concerned Clergy of Indianapolis * Connections IN Health, Indiana Clinical and Translational Sciences Institute (CTSI), Indiana University School of Medicine * Covering Kids & Families of Indiana * Crossroads AME Church/Common Grounds Institute * First Baptist Church North Indianapolis * Gennesaret Free Clinic * Gleaners Food Bank of Indiana * Habitat for Humanity of Greater Indianapolis * Health by Design * Horizon House * Immigrant Welcome Center * Indiana Legal Services * Indiana Native American Indian Affairs Commission * Indiana Public Health Association * Indiana Department of Health * Indiana University Richard M. Fairbanks School of Public Health * Indianapolis City Council * Indianapolis Neighborhood Housing Partnership * Indianapolis Urban League * Indy Go * Indy Hunger Network * Jump IN for Healthy Kids * Marian University/College of Osteopathic Medicine * Marion County Public Health Department * Managed Health Services (MHS) Neighborhood Christian Legal Clinic * Nine13sports * Nurse Family Partnership of Goodwill of Central and Southern Indiana * Pathway to Recovery * Playworks * Raphael Health Center, Inc. * Richard M. Fairbanks Foundation * The Julian Center * United States Congress, Representative Andre Carson (staff) * University of Indianapolis * YMCA of Greater Indianapolis/Top 10 Coalition
Schedule H, Part V, Section B, Line 5 Facility , 2	Facility , 2 - IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children(continued). Secondary data and a preliminary list of community health need priorities were presented at the meetings. Each group was then asked questions about the preliminary list, including their reactions, additions to the proposed needs, thoughts regarding the causes of the needs, impacts of the COVID-19 pandemic and others. After this discussion, participants were given the opportunity to make additional comments before being asked to vote on what they believed were the most significant needs in the county. Participants were asked to choose three to five significant health needs via an online poll during and after the meeting. Preliminary needs identified include a wide-array of topics, including the COVID-19 pandemic, food insecurity, maternal and child health, racial and ethnic disparities, mental health and access to mental health providers, obesity and physical inactivity, poverty, educational achievement, housing, crime and community safety, public health funding and others. In addition to these topics, participants focused discussion around substance abuse and treatment, transportation barriers, culturally appropriate care and services (including language barriers), affordability of healthy food, smoking and tobacco use, access to and cost of primary care, health insurance, preventive health services, lack of providers within high-need areas, childcare, chronic conditions (including diabetes and hypertension), navigating existing resources, dental health needs, child health, job opportunities and trainings, technology barriers and digital-divide, post incarceration resources and social connectedness. For those unable to attend community meetings, a separate survey was distributed to receive their input on the most significant needs. These findings were combined with those of the community meeting participants. From this process, participants identified the following needs as most significant for Marion County: RACIAL AND ETHNIC HEALTH DISPARITIES OBESITY CONTINUES TO BE AN ISSUE, AS WELL AS DIABETES, WITH RATES INCREASING FOR ADULTS. INFANT AND MATERNAL MORTALITY ARE SIGNIFICANT ISSUES, WITH SOCIAL DETERMINANTS OF HEALTH IMPACTING ACCESS TO PRENATAL CARE AND OTHER NEEDED SERVICES. HIV (HUMAN IMMUNODEFICIENCY VIRUS) IS STILL A CONCERN, WITH SOME HOPE THAT THE DISEASE CAN BE ERADICATED WITHIN THE NEXT DECADE THROUGH MODERN MEDICINE AND PREVENTION STRATEGIES SUCH AS PREP (PRE-EXPOSURE PROPHYLAXIS). TOBACCO AND VAPING ARE ISSUES, WITH A LOW CIGARETTE TAX IN INDIANA HELPING PERPETUATE ITS USE. ENVIRONMENTAL HEALTH - INCLUDING OLD HOUSING AND AIR POLLUTION - IS LEADING TO POOR HEALTH, INCLUDING LEAD POISONING, ARSENIC POISONING AND PEDIATRIC ASTHMA. THE NEED FOR SAFE AND STABLE HOUSING IS SIGNIFICANT. HEALTH LITERACY IS A NEED, PARTICULARLY AFFECTING HISPANIC (OR LATINO) POPULATIONS DUE TO LANGUAGE BARRIERS. EDUCATION DISPARITIES AROUND HEALTH ARE ALSO LEADING TO GENERATIONAL PERSISTENCE OF HEALTH DISPARITIES FOR RACIAL AND ETHNIC MINORITY POPULATIONS. ACCESS TO MENTAL AND BEHAVIORAL HEALTH SERVICES FOOD INSECURITY AND ACCESS TO AFFORDABLE, HEALTHY FOOD ACCESS TO SAFE AND AFFORDABLE HOUSING MENTAL HEALTH POVERTY AND ASSOCIATED COMMUNITY NEED A survey was also issued to internal providers at IU Health Methodist Hospital, asking them to identify priority needs among the patients they serve. Among 12 responses, the following issues were identified as the most significant: * Food insecurity and nutrition * Health disparities, particularly for racial and ethnic minority populations * Mental health * Poverty and income inequality The survey also asked about the impacts of the COVID-19 pandemic. Issues most often selected as significant impacts include: * Social isolation and loneliness * Health disparities * Digital divide (lack of internet or device access) * Economic disparities * Housing (inability to stay sheltered or pay rent/mortgage) Two additional interviews were conducted in May 2021 with representatives of the county public health department and minority health organization to obtain subject-matter expertise into the health needs in Marion County. The following issues were discussed as significant: * Poverty is a significant issue and impacts almost all areas of wellbeing, including housing, accessing health services, nutrition, stress and mental health, chronic disease, transportation and others. The need for a living wage for all residents is significant. * Health disparities are significant, including large disparities in social determinants of health for racial and ethnic minority populations. * Health insurance is a significant barrier to optimal health, with restrictions in coverage leading to a lack of preventive health. * Mental health is a significant issue, with depression and anxiety both widespread. Self-medication through substance abuse is common. * Obesity continues to be an issue, as well as diabetes, with rates increasing for adults. * Infant and maternal mortality are significant issues, with social determinants of health impacting access to prenatal care and other needed services. * HIV (human immunodeficiency virus) is still a concern, with some hope that the disease can be eradicated within the next decade through modern medicine and prevention strategies such as PrEP (pre-exposure prophylaxis). * Tobacco and vaping are issues, with a low cigarette tax in Indiana helping perpetuate its use. Environmental health - including old housing and air pollution - is leading to poor health, including lead poisoning, arsenic poisoning and pediatric asthma. The need for safe and stable housing is significant. * Health literacy is a need, particularly affecting Hispanic (or Latino) populations due to language barriers. Education disparities around health are also leading to generational persistence of health disparities for racial and ethnic minority populations. * Food insecurity is significant, and food pantries may have irregular hours and face huge demand. * Education needs better funding, including adequate teacher compensation. * More community collaboration is needed with health systems and social service providers to identify community improvement and planned interventions.
Schedule H, Part V, Section B, Line 5 Facility , 3	Facility , 3 - IU Health Saxony Hospital. In regard to the COVID-19 pandemic, a wide array of impacts was noted, including: Testing was a large challenge at the beginning of the COVID-19 pandemic, due to inadequate federal resources and other limits. * The COVID-19 pandemic highlighted the impact of social determinants of health, as people experiencing homelessness faced huge concerns due to the inability to socially distance in shelters and access care. Hotels were turned into isolation areas for patients with COVID-19. Racial and ethnic disparities in testing, treatment and outcomes were highlighted by the COVID-19 pandemic. Elderly Black residents were particularly affected. * Care was delayed for a lot of individuals due to fear of going to a provider and being exposed to the virus, leading to unmet needs and emergency situations. * Community collaboration among providers led to a better response, including health systems offering testing and other aid to public health organizations. More collaboration and coordination will be needed in the future. * Vaccination disparities are evident, with Black populations disproportionately unable to access the vaccine if desired. * The need for better health information sharing (including the identification of health disparities) between organizations. IU Health Saxony Hospital The defined community per the most recent CHNA is Marion, Hamilton, Hancock and Madison Counties. The hospital resides in Hamilton County. Marion County - Community Meetings and Interviews (See above information) Hamilton County - Community Meetings and Interviews In collaboration with other local health systems - Ascension St. Vincent, Community Health Network and Riverview Health - two community meetings were held on May 20 (morning and afternoon), 2021, to receive input from stakeholders regarding the health needs in Hamilton County. The meetings were attended by 82 community organizations that provide services and/or reflect community residents who are under or uninsured; with undocumented status; older; Limited English Proficient; low-income; use or inject drugs; experience homelessness; Black, Indigenous, and people of color; LGBTQ; and populations impacted greatly by non-medical barriers of health such as poverty, food access and affordable housing. * Allen Chapel AME Church * Anthem Medicaid * Ascension St. Vincent * Aspire Indiana Health * Breathe Easy Hamilton County * Broadway United Methodist Church * Carmel Clay Schools * Central Indiana Council on Aging (CICOA) * City-County Council staff City of Indianapolis * City of Indianapolis, Division of Community Nutrition and Food Policy * City of Noblesville * Coalition for Our Immigrant Neighbors * Community Health Network * Concerned Clergy of Indianapolis * Connections IN Health, Indiana Clinical and Translational Sciences Institute (CTSI), Indiana University School of Medicine * Covering Kids & Families of Indiana * Crossroads AME Church/Common Grounds Institute * First Baptist Church North Indianapolis * Fishers Health Department * Gennesaret Free Clinic * Gleaners Food Bank of Indiana * Good Samaritan Network of Hamilton County * Habitat for Humanity of Greater Indianapolis * Hamilton County Community Foundation * Hamilton County Council on Alcohol and Other Drugs * Hamilton County Government * Hamilton County Harvest Food Bank * Hamilton County Head Start * Hamilton County Health Department * Hamilton County Meals on Wheels * Hancock County Health Department * Hancock Regional Hospital HAND, Inc. * Health by Design * Heart and Soul Free Clinic * HOPE Family Care Center * Horizon House * Immigrant Welcome Center * Indiana Legal Services * Indiana Native American Indian Affairs Commission * Indiana Public Health Association * Indiana Department of Health * Indiana University Richard M. Fairbanks School of Public Health * Indianapolis City Council Indianapolis Neighborhood Housing Partnership * Indianapolis Urban League * Indy Go * Indy Hunger Network * IU Health * IU Health Indy Suburban Region * IU Health Methodist Hospital * IU Health North Hospital * IU Health Saxony Hospital * IU Health University Hospital * Jump IN for Healthy Kids * Madison County Health Department * Marian University/College of Osteopathic Medicine * Marion County Public Health Department * Managed Health Services (MHS) * Neighborhood Christian Legal Clinic * Nine13sports * Noblesville Chamber of Commerce * Noblesville Schools * Noblesville Town Council * Nurse Family Partnership of Goodwill of Central and Southern Indiana * Pathway to Recovery * Playworks Prevail, Inc. * Prime Life Enrichment Purdue Extension * Raphael Health Center, Inc. * Richard M. Fairbanks Foundation * Riverview Health * Shepherd's Center of Hamilton County * Sheridan Community Schools * St. Elizabeth Seton Parish * The Julian Center * The Villages Health Families * Trinity Free Clinic * United States Congress, Representative Andre Carson (staff) * University of Indianapolis * YMCA of Greater Indianapolis/Top 10 Coalition Secondary data and a preliminary list of community health need priorities was presented at both meetings. Each group was then asked questions about the preliminary list, including their reactions, additions to the proposed needs, thoughts regarding the causes of the needs, impacts of the COVID-19 pandemic and others. After this discussion, participants were given the opportunity to make additional comments before being asked to vote on what they believed were the most significant needs in the county. Participants were asked to choose three to five significant health needs via an online poll during and after the meeting. Preliminary needs identified include several topics, including the COVID-19 pandemic, alcohol abuse, immunization rates, elderly needs, smoking and tobacco use, access to mental health services and statewide issues, such as health disparities and obesity. In addition to these topics, participants focused discussion on substance abuse and overdoses, mental health concerns, access to care disparities for various segments of the population, aging in place resources, transportation, limited clinical hours of providers, limited mental health providers, a continuum of care between various health services and food insecurity.
Schedule H, Part V, Section B, Line 5 Facility , 4	Facility , 4 - IU Health Saxony Hospital (continued). From this process, participants identified the following needs as most significant for Hamilton County: * Access to and supply of mental health providers, particularly for low-income populations Needs of a growing senior population, including aging in place and cognitive care * Mental health * Alcohol use and excessive drinking * Access to care disparities, particularly for low-income populations A survey was also issued to internal providers at IU Health that serve Hamilton County, asking them to identify priority needs among the patients they serve. The following issues were identified as the most significant: * Healthcare and services for elderly residents * Mental health * Substance abuse * Access to healthcare services * Obesity Access to behavioral health services, including mental health and substance abuse The survey also asked about the impacts of the COVID-19 pandemic. Issues most often selected as significant impacts include: * Loss of health insurance * Social isolation and loneliness * Health disparities Two additional interviews were conducted with representatives of local public health departments to obtain subject-matter expertise into the health needs in Hamilton County. The following issues were discussed as significant: * Access to behavioral health services - both mental health and substance abuse - is a significant need, with few providers in the area and primary care physicians not often integrating behavioral health checks into care (a large increase in population has led to an undersupply of providers) * Mental health concerns are widespread, including an increase in child mental health needs (youth struggle with high expectations and stress in school) * Substance abuse and overdoses are significant concerns, with opioid usage being widespread (alcohol abuse is also common) * Transportation is a barrier in the community, with limited public options and routes * Insurance barriers are significant, with uninsured populations having few options and providers not accepting certain plans, such as Medicaid (while free and low-cost clinics exist, they cannot keep up with demand) * Food insecurity and access to healthy food is challenging for some groups, exacerbated by poverty and transportation (low-income housing is also limited) * The working poor often are vulnerable as they do not qualify for many programs but still live paycheck to paycheck (while Hamilton County compares well for poverty, the needs of low-income populations are often overlooked due to this, creating pockets of need) * Prevention is not a priority for most, and more programs and access to preventive health are needed * Sexually transmitted infections are an issue, particularly chlamydia * Cultural differences led to unmet needs for several immigrant communities including language barriers * LGBTQ+ populations are also underserved, often feeling uncomfortable going to available providers * Public health funding is limited, and service levels are impacted due to financial constraints * Time is a big barrier to optimal health, as parents are often too busy with work and children to pursue healthy living measures * More collaboration is needed between health systems, health departments, providers and social service organizations In regard to the COVID-19 pandemic, a wide array of impacts was noted, including: * A lack of resources at local health departments - both funding and staff - led to difficulties throughout the pandemic, and many other services were foregone to focus on the pandemic (a need for a more robust public health infrastructure is highlighted) * The politicization of public health was widespread, and many guidelines and measures were met with criticism * Mental health issues worsened due to isolation, with children at particular risk * STI rates rose substantially * The pandemic highlighted the need for accurate health information, and providers need to focus on maintaining communication after COVID-19 Hancock County - Interview An interview was conducted with representatives of a local public health department to obtain subject-matter expertise into the health needs in Hancock County. Participants were asked to comment on a list of unfavorable health indicators, add other needs to significant indicators and discuss barriers and resources. The following issues were discussed as significant: * Participants were not surprised about the unfavorable secondary data indicators, including drunk-driving deaths, transportation, STIs, lack of social associations, obesity and access to mental health providers (in particular, a lack of mental health providers has been a consistent issue) * While there are areas to exercise, the built environment makes them difficult to access, including a lack of sidewalks and a high number of cycling accidents * Cost of healthcare is a significant issue, as well as the cost to access exercise opportunities * Mental health, obesity and physical inactivity, substance abuse, STIs and cost of healthcare services were identified as priority areas * A lack of knowledge of available resources is a barrier, as well as intrinsic motivation to improve one's health (navigation resources are needed) * Transportation is a significant barrier in the community, with limited access to public options and most traveling outside the county for work * Mental health stigma, while improving, is still a barrier * Health education, particularly for youth, is a significant need and could improve many health issues, such as obesity, mental health, substance abuse and chronic disease Madison County - Community Meeting and Interviews In collaboration with local health systems - Ascension St. Vincent and Community Health Network - a community meeting was held in June 10, 2021, to receive input from stakeholders regarding the health needs in Madison County. Secondary data and a preliminary list of community health need priorities was presented at the meeting. Each group was then asked questions about the preliminary list, including their reactions, additions to the proposed needs, thoughts regarding the causes of the needs, impacts of the COVID-19 pandemic and others. After this discussion, participants were given the opportunity to make additional comments before being asked to vote on what they believed were the most significant needs in the county. Participants were asked to choose three to five significant health needs via an online poll during and after the meeting. Preliminary needs identified include COVID-19, food insecurity, maternal and child health, mental health and suicide, elderly needs, obesity and physical inactivity, tobacco use, poverty, educational opportunities, housing, racial and ethnic health disparities statewide, air pollution and substance abuse. In addition to these topics, participants focused discussion on access to affordable healthy foods and nutrition knowledge, access to behavioral health providers (including mental health and substance abuse), vaping, homelessness, child abuse and trauma, transportation, walkability, childcare, chronic disease and health education needs. From this process, participants identified the following needs as most significant for Madison County: Mental health and suicide Access to healthy food, nutrition and knowledge of healthy eating practices Substance abuse Transportation and walkability Poverty Racial and ethnic health disparities
Schedule H, Part V, Section B, Line 5 Facility , 5	Facility , 5 - IU Health Saxony Hospital (continued). An additional interview was conducted with a representative of a local public health department to obtain subject-matter expertise into the health needs in Madison County. The following issues were discussed as significant: * Obesity is a significant issue, with food insecurity and a lack of grocery stores contributing * Smoking is still an issue, largely tied into Madison County's culture and identity as an older, factory area * Low birthweight is a significant issue (while a problem for all mothers, clear racial disparities exist for Black infants and relatedly, prenatal care is an issue) * More health education is needed, particularly for youth * Providers and social service organizations need better collaboration and efforts to go into the community rather than expect residents to come to them (coordination is often lacking) * Transportation is a significant barrier, with few public transportation options outside of Anderson * Health inequities and disparities are prevalent, particularly for Black and Hispanic (or Latino) residents (cultural and language barriers are present for Hispanic populations) * Access to mental health care is difficult despite an adequate number of providers due to other barriers and a lack of continuum of care * Navigation of resources is difficult, with residents often unsure of where to go to meet needs In regard to the COVID-19 pandemic, several impacts were noted, including: * Disparities in vaccine coverage and uptake are clear, particularly among Black residents * All services from the health department needed to focus on the pandemic, meaning a temporary halt of others was necessary * Some business closures and issues with unemployment resulted * More focus is needed on public information dissemination as many look to the local health departments for guidance (departments need to make sure they are seen in the community and maintain communication with all partners)
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - IU Health Methodist Hospital and IU Health University Hospital. IU Health Inc. includes IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital. The first three hospitals make up the Academic Health Center (AHC). Along with the CHNA for each hospital listed above, IU Health Inc.'s Board adopted an implementation strategy in April 2022 for each hospital in response to the 2021 CHNAs (the most recently conducted CHNA). The 2022-2024 implementation strategy outlines how each hospital plans to address the significant needs identified in its respective CHNA, including initiatives, strategies, internal/external collaborators, anticipated impact, and hospital resources. IU Health Methodist Hospital and IU Health University Hospital - Significant Needs Hospital Will Address Below is the progress of the hospitals' implementation strategy by significant need and its respective initiative(s). The hospitals are addressing the following significant needs between 2022 and 2024: access to healthcare services; behavioral health; chronic disease and chronic disease management; smoking, tobacco use and exposure to secondhand smoke; and social determinants of health. Access to Healthcare Services * Provide vaccine clinics in under-resourced communities. In 2023, IU Health joined 91 community events hosted by 82 different community organizations to provide 160 updated COVID-19 vaccines, 33 flu shots, and over 3,500 screenings for blood pressure, cholesterol, and social needs to community members. IU Health worked with community-based organizations, sometimes on multiple events, to promote and provide screenings and vaccines to community members who are underserved by healthcare resources, under/uninsured, from different racial and ethnic groups, and low-income. * Support community members accessing healthcare services regardless of their ability to pay. IU Health Methodist and University Hospital provides financial assistance to patients each year that includes discounts, full charity, and personal hardship reductions. IU Health Patient Financial Counselors are certified Indiana Navigators. They can assist patients and families with information and help them with applications for various health coverage programs. In 2023, the counselors served 264 people at IU Health University Hospital and 1,286 people at IU Health Methodist Hospital. * Support community-based organizations that help community members with lower incomes access healthcare services. In 2023, the community benefit grant program provided funding to Gennesaret Free Clinic to provide access to healthcare services. Additional funding went to Indianapolis Urban League and New Direction Church to provide health education to community members in Marion County. The Indiana Youth Group was provided funding to purchase three Automated External Defibrillators (AEDs). All these organizations provide support to children or adults who are under/uninsured, from different racial and ethnic groups, or low-income. Behavioral Health * Further develop and implement Behavioral Health services into varied clinical settings. Following a year of pause, IU Health's Zero Suicide program relaunched under a new model in November 2023. The program is now live in all 92 IU Health Primary Care Practices around the state, as well as in the Bloomington Emergency Department. After going live, six patients were enrolled in the program by the end of 2023 (2 IU Health Physicians, 2 South Central Region, 2 West Central Region). There were 316,162 patients screened for suicidal ideation, and IU Health team members completed 10,353 trainings on suicide prevention over the course of 2023. Virtual Integrated Behavioral Health (VIBH) expanded behavioral health access to patients and providers across the state. VIBH provided urgent psychiatric assessment for patients experiencing behavioral health crises, such as suicidal ideation, homicidal ideation, psychosis, and substance abuse disorders. A team of behavioral health professionals provided consultation through iPad carts located in emergency departments, urgent care, and ambulatory care locations. In 2023, there were over 11,000 visits of which 1,093 visits included patients seeking care at IU Health Methodist and Riley emergency departments and IU Health Physicians ambulatory clinics. VIBH also provided brief behavioral health therapy and consultation for medication management to primary care patients aged 18 and older experiencing depression, anxiety, and other mood disorders. A team of behavioral health professionals provided problem solving treatment, cognitive behavioral therapy, and other evidence-based interventions. In 2023, there were over 6,000 visits of which 2,248 were provided to patients seeking help through IU Health Physicians ambulatory clinics. The Virtual Peer Recovery Coach program was discontinued in February 2023 as IU Health continues to assess and evolve its behavioral health services based on the needs of patients and the communities it serves. Since 2018, this program had served 15 IU Health and two non-IU Health emergency department patients struggling with substance use disorder through support to aid in recovery. IU Health continues to serve patients with a need for this service through the Virtual Behavioral Health team. * Support community-based organizations that help community members access behavioral health services. In 2023, the community benefit grant program awarded funding to community-based organizations including Reach for Youth and Central Indiana Community Foundation (CICF) to provide behavioral health services to community members in Marion County. These organizations provide services to children or adults who are under/uninsured, from different racial and ethnic groups, or low-income. Chronic Disease and Chronic Disease Management * Plan and implement cardiovascular health initiative that focuses on reducing hypertension, including health disparities in hypertension. The Indianapolis Health Equity, Access, outReach and Treatment (iHEART) collaborative screening initiative has assessed 500 patrons for blood pressure within the iHEART program, totaling 2,049 screenings overall. In addition, 486 individuals from the iHEART zip codes were screened for social determinants of health (SDOH), with a total of 1,154 screenings completed by December 2023. A total of 486 individuals enrolled in the CHECK-IT program with an average decrease of 6mmHg in systolic blood pressure and 4mmHg in diastolic blood pressure. About 20% of CHECK-IT enrollees are from iHEART zip codes. Furthermore, 267 blood pressure screenings were conducted at barbershop settings, with about 83% of patrons identified as at risk (with readings above 130/80 mmHg). Of those at risk, 64% were unaware of their blood pressure risk prior to the screening. Patrons with return visits and screenings at the barbershop saw a 5mmHG systolic blood pressure and 9mmHG diastolic blood pressure average reduction in their blood pressures.
Schedule H, Part V, Section B, Line 11 Facility , 2	Facility , 2 - IU Health Methodist Hospital and IU Health University Hospital (Continued). Smoking, Tobacco Use and Exposure to Secondhand Smoke * Further implement the Centralized Tobacco Treatment Program (CTTP) (provides patients access to evidence-based tobacco treatment). The CTTP program is free to IU Health Primary Care patients. Once a patient's level of care is assessed, they are provided evidence-based tobacco cessation treatment with a trained Tobacco Treatment Specialist (TTSs). Patients had access to Clickotine, a digital cessation app, and support from an Advance Practice Provider (APP) to evaluate and prescribe medication assisted therapy (MAT) for nicotine replacement. Education and support were provided to PCP offices which helped to expand services. Cross-functional teams worked together including the West Central Region TTSs for case conferencing and training. The goal to increase access to Specialty Care patients is on hold until budget allows for additional staffing. The 2023 focus was on improving internal efficiencies to maximize resources and improve patient experience including data collection and reporting enhancements. An additional focus was on improving access and patient experience with medication management. CTTP improved patient tobacco treatment medication support by integrating systems and processes with a dedicated APP resource. They improved documentation to accurately report MAT, demonstrating 70% of patients used NRT/medication to quit. There was a 30% increase in scheduled medication management appointments compared to 2022. The team focused on care continuation, care coordination (TTS/APP), scheduling patient follow-up appointments, and monitoring adherence or complications. These tactics also improved the engagement rate - 78% of scheduled medication management appointments were completed. The above focus on improving patient experience resulted in strong and consistent quit rates of 31% of active patients and harm reduction (patients who reduced use of tobacco) of 54% (July 2022-December 2023). The team received frequent testimonials of lives changed and gratitude for a supportive, compassionate partner. In 2023, CTTP received 1,149 referrals, scheduled 75% of them and completed at least one session with 82% of those scheduled. Additionally, 44% of patients seen completed 2 or more sessions. Over the program's life, CTTP has received 2,678 patient referrals (this information cannot be separated by hospital or region at this time). * Support community-based organizations that help community members quit smoking. In 2023, the community benefit grant program provided funding to the IU Health Simon Cancer Center to support the Rethink Tobacco Indiana initiative including training for Tobacco Treatment Specialists (TTS). * Monitor state tobacco related policies. The IU Health Office of Government and External Affairs monitored state tobacco related policies introduced in the 2023 session of the Indiana General Assembly though significant progress was not made with legislation. Social Determinants of Health * Implement Medical-Legal Partnership (MLP) (collaborative intervention between hospital and legal aid professionals to assist patients and their families). In 2023, IU Health participated in a free legal clinic. Multiple IU Health staff participated in the planning and training for this event. Ten people were helped at the clinic. Case types included identity theft, driver's license issues, eviction, fraud, food stamps, Social Security and disability assistance. * Launch the Mosaic Center for Work, Life and Learning as part of the Health District Initiative. The Mosaic Center for Work, Life + Learning engaged more than 600 individuals in a wide range of programs and services including integrated coaching, the IU Health High School Fellowship and Medical Assistant Certification Programs, and a series of workshops/webinars on topics related to workforce readiness and financial stability. The Center enrolled 143 individuals in our full suite of services, helping members to achieve 13 job placements, six job advancements, and five wage increases. An additional 29 accessed barrier-buster funds, while 49 were referred to partners for services, including one new homeowner. The team designed and launched a new Sterile Processing Work-Based Learning Program in partnership with Wayne Township Adult Education, hiring four new IU Health trainees and cultivating a new pipeline of qualified individuals entering the workforce. In addition, we reached a major milestone and secured space for the physical Mosaic Center development in Wesley Place, a mixed-use facility inclusive of affordable housing and located within the Health District. We anticipate a late 2024 grand opening. * Host the Crispus Attucks Career Development Program as part of the Health District Initiative. The IU Health High School Fellowship (previously the Crispus Attucks Career Development Program), a program of the Mosaic Center, concluded the year with eighty (80) high school fellows from Crispus Attucks High School continuing to progress through the program curriculum and experiences. Forty-seven (47) completed internships during the summer and 18 seniors received CNA certifications and are exploring post-secondary plans that include continuing their education and an interest in healthcare. Each has qualified for seamless admission to Indiana University-Indianapolis and are preparing for graduation in May. Currently, 15 seniors in Cohort 1 began Medical Assistant externships in January and three are completing their studies toward an Academic Honors Diploma. Our 26 junior fellows (Cohort 2) will complete CNA clinical experiences this spring, while our 34 sophomores (Cohort 3) begin preparation for their first summer internships with IU Health. Across all three of our cohorts, we see high family engagement and participation in Center for Leadership Development (CLD) programming. * Support affordable housing initiatives as part of the Health District Initiative. IU Health invested staff time (through education, advocacy, and strategic partnerships) in the development of housing initiatives to bring affordable and diverse housing options to IU Health employees and community residents. Efforts focused on residential/commercial developments. * Support community-based organizations helping community members who are food insecure. In 2023, the community benefit grant program awarded funding to community-based organizations including Brightwood Community Center, Ivy Endowment, Inc., Gleaners, Mackida Lovela & TRIP, Meet Me Under the Bridge, The Emerging Pearls Foundation, and Light of the World Christian Church to provide food to individuals and families. All these organizations provide services to children or adults who are under/uninsured, from different racial and ethnic groups, and/or low-income. * Screen and connect patients to resources that address social needs. Staff effort has been spent identifying and incorporating a social determinants of health assessment tool into patient workflows and community outreach. In 2023, the Protocol for Responding to and Assessing Patients' Assets, Risks, and Experiences (PRAPARE) was launched in 14 Primary Care clinics across the state (eight (8) of which were in Marion County). PRAPARE targets 18+ year old Medicaid, dual-eligible Medicare/Medicaid, and uninsured IU Health patients. The PRAPARE screener will launch in all IU Health Primary Care practices across Indiana in 2024. While screening inpatient social needs is regulated by the Centers for Medicare and Medicaid Services, screening for social needs in the outpatient space is not. IU Health is committed to prioritizing social needs screening in both the inpatient and the outpatient spaces. The PRAPARE screener helps IU Health team members identify patient social needs, at which point the patients are oftentimes connected to the findhelp platform. Work has been done to increase patient and staff utilization of IU Health's findhelp.org platform, which provides access to free and reduced-cost programs that meet a variety of social needs. In 2023, there were 804 patient/community users in Marion County who completed 2,485 searches for resources. That same year saw 2,528 IU Health team member users in Marion County complete 18,035 searches. The top needs researched on IU Health's findhelp.org by all searchers were food, housing, help to pay utilities, and transportation for healthcare.
Schedule H, Part V, Section B, Line 11 Facility , 3	Facility , 3 - IU Health Methodist Hospital and IU Health University Hospital (Continued). * Launch Integrated Social Work Initiative in IU Health clinical settings. Integrated Social Work (ISW) virtually assists providers and patients with urgent complex situations such as abuse and neglect concerns, domestic violence, housing insecurity and social barriers to care. This team of licensed social workers is skilled in assessing and identifying social determinants of health (SDOH), providing resources and making recommendations that are unique to the patient and their circumstances. ISW provides urgent medical social work services through an iPad cart to all primary care and pediatric primary care clinics throughout the system. The SDOH screener PRAPARE was launched via Twistle in 14 primary care clinics in 2023. ISW provides resources and support to patients with urgent needs identified in the screener. There were 4,853 referrals made to ISW that included patients seen at IU Health Methodist and IU Health University Hospitals. * Further implement the Congregation Care Network (CCN) (a program that connects patients to a congregation and community volunteers to provide companionship and other resources). CCN partners with congregations to address social isolation in the community. CCN works with individuals of all faiths, including those who do not have a faith community. Congregation volunteers, called connectors, attend training to learn the process and how to engage with our patients. Patients enrolled in the program will journey with a connector from their community. The connector connects with the patient for an hour for 12 weeks. During this time, the connector will listen to the patient's needs and concerns, connect patients to community resources, and help patients navigate the healthcare system. If connectors notice a patient has social work needs, they can refer the patient to a CCN LCSW who assists the patient to get the care they need. In 2023 for the Academic Health Center, there were 86 patients enrolled in CCN. 13 of the patients enrolled in the inpatient spaces are still active in the program, and 16 of these patients completed or re-enrolled in CCN after their 12-week period. We also had 74 patients enrolled from the Dunlap and Adult Ambulatory Care Center outpatient clinics. 23 of the outpatient clinic referrals are still active in CCN, and 22 of the outpatient clinic referrals completed or re-enrolled in the program. Additionally, in 2023, 262 connectors were trained to engage with our patients. * Advance community collaborations and interventions with support from the IU Health Foundation Community Impact Investment Fund (CII). Information about the 2023 CII funding opportunity was widely shared in Marion County; multiple project and partnership ideas were reviewed that would impact Marion County. The following community partners received funding for 2023 in Marion County: Martin University, RecycleForce, Community Action of Greater Indianapolis, Intended Indiana Inc., Fathers and Families Research Center, Outreach Inc., and The Arc of Indiana Foundation. The awards focused on several topics including increasing health education in the community; workforce, technical, and healthy living support for neurodiverse person and those with disabilities; affordable housing for people with low incomes; increasing post-incarceration employment; and to provide coaching and supportive services to youth. * Collaborate with community-based organizations to complete employee volunteer service projects that address CHNA-defined health priorities. With 822 volunteers and 43 unique projects to choose from, team members tracked around 1,639 hours and worked with 10 community organizations in Central Indiana. The projects focused on priority community health needs including social determinants of health (neighborhood improvements, food insecurity, and education), access to healthcare, accessibility. IU Health Methodist Hospital and IU Health University Hospital - Significant Needs Not Being Addressed IU Health Methodist Hospital and IU Health University Hospital are not addressing the following significant needs between 2022 and 2024: health education and navigation and maternal and maternal and infant health and child well-being. Health Education and Navigation. Health education and navigation refers to services and resources that are available in the community, but people do not know how to get connected to them (e.g., how to obtain health insurance, understanding insurance benefits, navigating the healthcare system, language barriers and health literacy). IU Health Methodist Hospital perceives this health need as being addressed under many initiatives in Access to Healthcare Services. IU Health Methodist Hospital will monitor this need to see if there are changes or opportunities in the future to address it further. Maternal and Infant Health and Child Well-being. IU Health Methodist Hospital is located in downtown Indianapolis and is part of the downtown IU Health campus that also includes IU Health University Hospital and Riley Hospital for Children at IU Health. The latter hospital opened the Riley Hospital for Children Maternity Tower in November 2021. The new facility centralizes all maternity and newborn health services offered at the three downtown hospitals. For this reason, the health need will be addressed exclusively by Riley Hospital for Children at IU Health.
Schedule H, Part V, Section B, Line 11 Facility , 4	Facility , 4 - Riley Hospital for Children at Indiana University Health. Riley Hospital for Children at IU Health - Needs Being Addressed Below is the progress of the hospital's implementation strategy by significant need and its respective initiative(s). Riley Hospital for Children at IU Health is addressing the following significant needs between 2022 and 2024: Access to Healthcare Services; Behavioral Health; Chronic Disease and Chronic Disease Management; Maternal and Infant Health and Child Well-being; Smoking, Tobacco Use and Exposure to Secondhand Smoke; and Social Determinants of Health. Access to Healthcare Services * Provide vaccine clinics in under-resourced communities. In 2023, IU Health joined 91 community events hosted by 82 different community organizations to provide 160 updated COVID-19 vaccines, 33 flu shots, and over 3,500 screenings for blood pressure, cholesterol, and social needs to community members, including children. IU Health worked with community-based organizations, sometimes on multiple events, to promote and provide screenings and vaccines to community members who are underserved by healthcare resources, under/uninsured, from different racial and ethnic groups, and low-income. * Support community members accessing healthcare services regardless of their ability to pay. The hospital provides financial assistance to patients each year that includes discounts, full charity, and personal hardship reductions. IU Health Patient Financial Counselors are certified Indiana Navigators. They can assist patients and families with information and help them with applications for various health coverage programs. In 2023, the counselors served 866 people at Riley Hospital for Children. * Support community-based organizations that help children and families with lower incomes access healthcare services. In 2023, the community benefit grant program provided funding to Gennesaret Free Clinic to provide access to healthcare services. Additional funding went to Indianapolis Urban League and New Direction Church to provide health education to community members in Marion County. The Indiana Youth Group was provided funding to purchase three Automated External Defibrillators (AEDs). All these organizations provide support to children or adults who are under/uninsured, from different racial and ethnic groups, or low-income. Behavioral Health * Further develop and implement Behavioral Health services into varied clinical settings. The hospital convened over 200 community stakeholders from around the state of Indiana to develop a comprehensive pediatric focused behavioral health plan. The plan focuses on two enabling strategies (workforce development and awareness/advocacy) and four core strategies (Prevention/Early Intervention, Outpatient Access, Crisis Care, and Acute Care). As part of our advocacy efforts in 2023, Riley produced the documentary "Racing to Respond premiered the film in 6 communities across the state, bringing increased awareness to challenges the state is facing regarding youth mental health. Riley also continues to expand behavioral health resources within primary care settings, now with integrated services in eight clinics. Riley continues to work with state partners, including the Indiana Department of Education to develop evidence-based training to support educators and school counselors. In addition to work with external partners, Riley is expanding and enhancing a behavioral health crisis assessment center in the Riley emergency department and is currently evaluating the addition and expansion of other services within the hospital to better support youth and families needing more intensive treatments. In 2023, the emergency department completed 1,344 behavioral health assessments and 18,132 outpatient visits. Chronic Disease and Chronic Disease Management * Continue to support Jump IN for Healthy Kids (a community wide, multi-sector effort to give children and families opportunities to make healthy choices). In 2023, the organization received a community benefit grant to support three focus areas for systems change in central Indiana: early childhood education, schools and healthy food access. Work will be done to embed nutrition and physical activity best practices into the policies, culture and day-to-day children's behavior. Also, work will be done to increase access to healthy, affordable food, as food is the primary factor contributing to a healthy weight. Maternal and Infant Health and Child Well-being * Contribute leadership and expertise to maternal, child and fetal mortality review committees in Marion County and the state. In 2022, there were twelve team members who participated in the Indianapolis Health Babies Fetal Infant Mortality Review Program. In 2022, about 16 team members participated in Indiana's Perinatal Quality Improvement Collaborative's task forces and subcommittees which met a total of 53 times in 2022. Some team members participated in multiple task forces. * Continue and expand home-monitoring program for pediatric patients and families. In 2023, the Riley pediatric cardiology home monitoring program for high-risk infants monitored 31 patients. The program transitioned from a physical iPad to the app that is installed on the caregivers' phones. This eliminates the potential cost of lost or damaged devices and may improve compliance with the reporting. * Implement We Care Plus (program connecting women and new mothers to resources to address social needs and maternal health). In 2023, IU Health expanded the Community Health Workforce to serve maternal patients and infants statewide. In addition to the eight WeCare clinic sites within the Indianapolis Metropolitan Area, services launched in Bloomington in Q4 2023 with recruitment of 3.0 CHWs to support Lafayette and Muncie concluding in Q1 2024. Overall, 380 patients (~63% Black) enrolled in the WeCare program and benefitted from education, resources, emotional support, and improved health outcomes. The most frequently distributed supplies included diapers, clothing (for mom and baby), and formula. Of the patients who delivered in 2023, 167 babies were born, and the rate of low birth weight was 9%, which is lower than the Marion County average (10%) and Black Marion County average (14.4%). Since WeCare launched in August 2021, patients have reported decreased tobacco use, improved mental health, and higher rates of breastfeeding at discharge (85.8%) compared to statewide data from 2021 (overall = 81.4%; Black population = 73.9%). * Implement Cradle Indianapolis (collaborative effort between partners working across sectors to reduce infant mortality). Cradle Indy is an initiative focused on reducing the infant mortality rate by helping Marion County babies reach their first birthdays. It is dedicated to empowering parents and honoring those with lived experiences of infant mortality. That is why it's important to work together, connecting organizations and individuals to make a tangible difference in the lives of Marion County families. The infant mortality crisis disproportionately affects non-Hispanic Black babies, which is why we center the Black community in our work. The 2021 infant mortality rate for non-Hispanic Black babies in Indiana was 13.2 - a figure twice the overall state infant mortality rate of 6.7. Cradle Indy aims to create a network of people, parents, professionals, and organizations working across multiple sectors utilizing a collective impact framework to reduce infant mortality in Indianapolis/Marion County. To this end, Cradle Indy conducted six strategic planning sessions with engaged community stakeholders to assess the current infant health landscape and how this collective could benefit it. Coupled with community outreach and surveys conducted in the target ZIP codes, Cradle Indy has developed a comprehensive plan to help Indianapolis have the healthiest moms, babies, and communities. Ultimately, Cradle Indy wants to strengthen the journey to a healthy first birthday for Indianapolis/Marion County babies by supporting efforts for women and infants through preconception to year one. * Maintain Level IV in the Indiana Department of Health Indiana Perinatal Levels of Care Program. The Indiana Department of Health has certified Riley Hospital for Children at OB Level IV and Neo IV. Riley provides training (e.g., Spinning Babies Workshop free of charge to other hospitals), quality assurance review, transport of mother and newborn, and other support services as necessary to 12 affiliate delivering hospitals. Riley provides continuing medical education webinars to the other affiliates. Almost seventy hours of outreach/simulation education was provided to 238 learners in eight hospitals with a focus on acutely ill and medically complex mothers and infants.
Schedule H, Part V, Section B, Line 11 Facility , 5	Facility , 5 - Riley Hospital for Children at Indiana University Health (Continued). * Maintain the Pediatric Community Outreach Mobile Education (PCOME) team and enhance its efforts to support community hospitals' emergency readiness to treat ill and injured children. The PCOME team conducted in situ simulation visits at thirteen different community hospital emergency departments in the state. This iteration aimed to improve the quality of pediatric acute care provided in a simulated setting and shared guidelines and resources with these hospitals. About 480 providers were included in this iteration. The goal of expanding the sites to a total of 20 sites was not accomplished given the lack of funding or a mechanism to sustain this work and expand it further. Smoking, Tobacco Use and Exposure to Secondhand Smoke * Further implement the Centralized Tobacco Treatment Program (CTTP) (provides patients access to evidence-based tobacco treatment). The CTTP program is free to IU Health Primary Care patients. Once a patient's level of care is assessed, they are provided evidence-based tobacco cessation treatment with a trained Tobacco Treatment Specialist (TTSs). Patients had access to Clickotine, a digital cessation app, and support from an Advance Practice Provider (APP) to evaluate and prescribe medication assisted therapy (MAT) for nicotine replacement. Education and support were provided to PCP offices which helped to expand services. Cross-functional teams worked together including the West Central Region TTSs for case conferencing and training. The goal to increase access to Specialty Care patients is on hold until budget allows for additional staffing. The 2023 focus was on improving internal efficiencies to maximize resources and improve patient experience including data collection and reporting enhancements. An additional focus was on improving access and patient experience with medication management. CTTP improved patient tobacco treatment medication support by integrating systems and processes with a dedicated APP resource. They improved documentation to accurately report MAT, demonstrating 70% of patients used NRT/medication to quit. There was a 30% increase in scheduled medication management appointments compared to 2022. The team focused on care continuation, care coordination (TTS/APP), scheduling patient follow-up appointments, and monitoring adherence or complications. These tactics also improved the engagement rate - 78% of scheduled medication management appointments were completed. The above focus on improving patient experience resulted in strong and consistent quit rates of 31% of active patients and harm reduction (patients who reduced use of tobacco) of 54% (July 2022-December 2023). The team received frequent testimonials of lives changed and gratitude for a supportive, compassionate partner. In 2023, CTTP received 1,149 referrals, scheduled 75% of them and completed at least one session with 82% of those scheduled. Additionally, 44% of patients seen completed 2 or more sessions. Over the program's life, CTTP has received 2,678 patient referrals (this information cannot be separated by hospital or region at this time). * Support community-based organizations that help youth quit smoking. In 2023, the community benefit grant program provided funding to the IU Health Simon Cancer Center to support the Rethink Tobacco Indiana initiative including training for Tobacco Treatment Specialists (TTS) who have previously represented community-based organizations serving children and their families. Social Determinants of Health * Implement Medical-Legal Partnership (MLP) (collaborative intervention between hospital and legal aid professionals to assist patients and their families). The MLP received 61 referrals from IU MLP IU-Riley. The MLP subsequently completed intake interviews and opened 37 new cases. The number of requesting patients who declined or did not respond to the MLP's contact with them was 24. Of the cases that were worked on in 2023, the case types included: public housing; social security disability; private landlord/tenant; Supplemental Security Income; unemployment compensation; child support; minor guardianship; family; and public benefits. In 2023, 32 cases were closed. * Host the Crispus Attucks Career Development Program as part of the Health District Initiative. The IU Health High School Fellowship (previously the Crispus Attucks Career Development Program), a program of the Mosaic Center, concluded the year with eighty (80) high school fellows from Crispus Attucks High School continuing to progress through the program curriculum and experiences. Forty-seven (47) completed internships during the summer and 18 seniors received CNA certifications and are exploring post-secondary plans that include continuing their education and an interest in healthcare. Each has qualified for seamless admission to Indiana University-Indianapolis and are preparing for graduation in May. Currently, 15 seniors in Cohort 1 began Medical Assistant externships in January and three are completing their studies toward an Academic Honors Diploma. Our 26 junior fellows (Cohort 2) will complete CNA clinical experiences this spring, while our 34 sophomores (Cohort 3) begin preparation for their first summer internships with IU Health. Across all three of our cohorts, we see high family engagement and participation in Center for Leadership Development (CLD) programming. * Maintain the Medical Physician Engineers, Scientists, and Clinicians Preparatory program (MPESC-Prep). This program seeks to increase and diversify the physician-scientist workforce by recruiting diverse high school and college students into STEM opportunities for professional development and mentorship with the end goal of preparing future physician-scientists, physician-engineers, biomedical researchers and clinical care providers. High school students are selected from public schools in the greater Indianapolis area. Undergraduate students are selected from three partner colleges/universities. Many students are placed with faculty mentors in laboratories, primarily at the Herman B Wells Center for Pediatric Research. The center brings new discoveries of care to patients and families at Riley. * Support community-based organizations, including the on-site Riley Food Pantry, to help patients and other community members who are food insecure. The Riley Food Pantry was discontinued as other means were explored to offer food to patients and families. In 2023, the community benefit grant program awarded funding to community-based organizations including Brightwood Community Center, Ivy Endowment, Inc., Gleaners, Mackida Lovela & TRIP, Meet Me Under the Bridge, The Emerging Pearls Foundation, and Light of the World Christian Church to provide food to individuals and families. All these organizations provide services to children or adults who are under/uninsured, from different racial and ethnic groups, and/or low-income. * Launch Integrated Social Work Initiative in IU Health clinical settings. Integrated Social Work (ISW) virtually assists providers and patients with urgent complex situations such as abuse and neglect concerns, domestic violence, housing insecurity and social barriers to care. This team of licensed social workers is skilled in assessing and identifying social determinants of health (SDOH), providing resources and making recommendations that are unique to the patient and their circumstances. ISW provides urgent medical social work services through an iPad cart to all primary care and pediatric primary care clinics throughout the system. The SDOH screener PRAPARE was launched via Twistle in 14 primary care clinics in 2023. ISW provides resources and support to patients with urgent needs identified in the screener. There were 4,853 referrals made to ISW that included patients seen at Riley Hospital for Children.
Schedule H, Part V, Section B, Line 11 Facility , 6	Facility , 6 - Riley Hospital for Children at Indiana University Health (Continued). * Advance community collaborations and interventions with support from the IU Health Foundation Community Impact Investment Fund (CII). Information about the 2023 CII funding opportunity was widely shared in Marion County; multiple project and partnership ideas were reviewed that would impact Marion County. The following community partners received funding for 2023 in Marion County: Martin University, RecycleForce, Community Action of Greater Indianapolis, Intended Indiana Inc., Fathers and Families Research Center, Outreach Inc., and The Arc of Indiana Foundation. The awards focused on several topics including increasing health education in the community; workforce, technical, and healthy living support for neurodiverse person and those with disabilities; affordable housing for people with low incomes; helping fathers develop life and workforce skills to increase economic stability; and to provide coaching and supportive services to youth. * Collaborate with community-based organizations to complete employee volunteer service projects that address CHNA-defined health priorities. With 822 volunteers and 43 unique projects to choose from, team members tracked around 1,639 hours and worked with 10 community organizations in Central Indiana. The projects focused on priority community health needs including social determinants of health (neighborhood improvements, food insecurity, and education), access to healthcare, accessibility. Riley Hospital for Children at IU Health - Needs Not Being Addressed Riley Hospital for Children at IU Health is not addressing the significant need, Health Education and Navigation. Health education and navigation refers to services and resources that are available in the community, but people do not know how to get connected to them (e.g., how to obtain health insurance, understanding insurance benefits, navigating the healthcare system, language barriers and health literacy). Riley Hospital for Children at IU Health perceives this health need as being addressed under many initiatives in Access to Healthcare Services. Riley Hospital for Children at IU Health will monitor this need to see if there are changes or opportunities in the future to address it further.
Schedule H, Part V, Section B, Line 11 Facility , 7	Facility , 7 - IU Health Saxony Hospital. IU Health Saxony Hospital - Needs Being Addressed Below is the progress of the hospital's implementation strategy by significant need and its respective initiative(s). IU Health Saxony Hospital is addressing the following significant needs between 2022 and 2024: Access to Healthcare Services; Aging Population and Needs of Seniors; Behavioral Health; Chronic Disease and Chronic Disease Management; Smoking, Tobacco Use and Exposure to Secondhand Smoke; and Social Determinants of Health. Access to Healthcare Services Support the Trinity Free Clinic (free medical clinic providing healthcare services to uninsured and low-income individuals in the community). - In 2023, IU Health Saxony Hospital provided a grant to Trinity Free Clinic to pilot a program that will train individuals in both medical interpretation and patient services. The funding will lead to the delivery of culturally inclusive care and ensure regulatory compliance. The program will create much-needed jobs for over 40 individuals per calendar year and will allow for over 8,000 non-English speaking patients to receive quality care in their native language. Additionally, ten IU Health employees staffed the clinic for over 570 hours, further increasing access to low-cost, quality healthcare. Support Heart & Soul Clinic's operations (free medical clinic providing healthcare services to uninsured and low-income individuals in the community). - IU Health Saxony Hospital provided a grant to increase language services and access to quality healthcare at Heart & Soul Clinic. Funding was used to expand the Language Line at the clinic, which reduces access barriers and provides translation services to ensure culturally inclusive care. Over 450 of Heart & Soul Clinic's 2023 patients were non-English speaking and used the Language Line. 90 percent of these patients live below the poverty level. Additionally, four IU Health employees staffed the clinic for over 270 hours, further increasing access to affordable, quality healthcare. Support community members accessing healthcare services regardless of their ability to pay. The hospital provides financial assistance to patients each year that includes discounts, full charity, and personal hardship reductions. IU Health Patient Financial Counselors are certified Indiana Navigators. They can assist patients and families with information and help them with applications for various health coverage programs. In 2023, the counselors served 74 people at IU Health Saxony Hospital. Provide vaccine clinics in the community. - In 2023, IU Health Saxony Hospital community outreach and clinical staff hosted four flu and Covid-19 vaccine clinics in Hamilton County, resulting in over 360 vaccines. Clinics were held in vulnerable, underserved, and vaccine-hesitant communities to increase vaccine access, trust, and awareness among at-risk populations. Aging Population and Needs of Seniors Support the Shepherd's Center of Hamilton County's (SCHC) geriatric counseling program (offers virtual, outpatient and home-based therapy to improve mental well-being among seniors). - In 2023, IU Health Saxony Hospital provided referrals for in-need patients to the counseling program as well as a grant to support expansion of the program. As a result, over 700 counseling sessions were completed. 98 percent of patients made progress on their treatment goals and demonstrated an improvement in their symptoms, quality of life, and isolation levels. Offer programming at the PrimeLife Enrichment (PLE) senior center. - IU Health hosted four health education presentations pertaining to geriatric care such as diabetes, medication management and mental health. 88 percent of attendees who completed post-program surveys reported that they had an increase in knowledge after the presentations. In addition, an A1C screening event and a flu vaccine clinic were hosted at PLE, resulting in 71 vaccinations and 24 individuals screened for diabetes. IU Health Saxony Hospital also provided a grant to expand PLE's transportation program to support seniors and older adults who need reliable transportation to pertinent destinations including medical appointments and pharmacies. Behavioral Health Support Indiana Center for prevention of Youth Abuse and Suicide (ICPYAS). - IU Health Saxony Hospital provided a grant to expand free community youth abuse and suicide trainings throughout Hamilton County. As a result, programs and resources to prevent child abuse and youth suicide were provided to over 50,000 students across sixteen Hamilton County schools. Students were able to complete programs such as the Child and Teen Lures body safety education program, which empowers youth to remain safe and seek help in scenarios that could lead to harm. The Stewards of Children, NetSmartz, QPR and Signs of Suicide programs expanded as well. Support Hamilton County organizations that provide services for residents who are victims of crime, abuse and trauma or experience general behavioral health challenges. - In 2023, IU Health Saxony Hospital provided funding to Suburban North Club to install handicap accessible entrances to increase accessibility to the facility's free behavioral health and addiction recovery services. The funding was also used to purchase audio and visual equipment to effectively reach more individuals in need of behavioral health and recovery services. These services are now attended by nearly 50,000 individuals throughout the year. Additionally, IU Health Saxony Hospital provided funding to the Hamilton County Veterans Corporation to support the pilot year of the Hamilton County Veterans and Military Resource Fair. At the event, over 200 veterans were connected with resources and 65 individuals were able to successfully enroll in Veterans Affairs benefits. Support Aspire Indiana Health (provides primary medical and behavioral healthcare and addresses non-medical barriers to health). - In 2023, IU Health Saxony Hospital provided a grant to facilitate completion of Certified Sexual Abuse Youth Clinician trainings for Aspire staff. The funding led to the completion of three Master's level and three Bachelor's level trainings, which resulted in expanded services to approximately 48 youth. Further implement the Virtual Care Peer Recovery Coaching Program (provides patients who have substance use concerns with virtual behavioral health services). The Virtual Peer Recovery Coach program was discontinued in February 2023 as IU Health continues to assess and evolve its behavioral health services based on the needs of patients and the communities it serves. Since 2018, this program had served 15 IU Health and two non-IU Health emergency department patients struggling with substance use disorder through support to aid in recovery. IU Health continues to serve patients with a need for this service through the Virtual Behavioral Health team. Further implement the emergency department (ED) virtual care program (provides patients virtual access to behavioral health services). Virtual Integrated Behavioral Health (VIBH) provided urgent psychiatric assessment for patients experiencing behavioral health crises, such as suicidal ideation, homicidal ideation, psychosis, and substance abuse disorders. A team of behavioral health professionals provided consultation through iPad carts located in emergency departments, urgent cares, and ambulatory care locations. In 2023, there were over 11,000 visits of which 1,136 visits included patients seeking care in the emergency departments in the Indy Suburban Region (which includes IU Health Saxony Hospital). This program is financially supported by the parent hospital, IU Health Inc., but is offered to and impacts patients in this hospital's defined community.
Schedule H, Part V, Section B, Line 11 Facility , 8	Facility , 8 - IU Health Saxony Hospital (continued). Chronic Disease and Chronic Disease Management Implement Fresh & Fit (a free 10-week fitness and nutrition program to improve overall physical and mental health). - In 2023, 41 Hamilton County community members completed the Fresh & Fit program, free of cost. Upon program completion, 66 percent of participants reduced their blood pressure levels, 81 percent lowered their cholesterol, 69 percent lowered their blood sugar and 85 percent of participants with initial A1c levels at or above 5.7 lowered their measurements. In addition, a total of 320.6 pounds (average of 9.4 pounds per person) were lost between pre-program and post-program. On post-program assessments, 100 percent of participants reported that they plan to continue implementing healthy habits by maintaining a fitness and nutrition regimen for the long-term. Support Mudsock Youth Athletics (local community-based organization providing out-of-school recreational opportunities for youth). - In 2023, IU Health Saxony provided a grant to Mudsock Youth Athletics to support their Player-in-Need program, which offers scholarships to low-income families to enroll their children in recreational sports at a free or reduced cost. In addition, IU Health Saxony staff assembled over 700 first-aid kits that were donated to Mudsock Youth Athletics' coaches to ensure safety at sporting events and practices. Support Aspire Indiana Health (provides primary medical and behavioral healthcare and addresses non-medical barriers to health). - In 2023, IU Health Saxony Hospital supported the second year of Aspire's hypertension monitoring program for individuals at risk for cardiovascular health conditions. The grant was used to purchase at-home blood pressure equipment, which increased the number of patients who were able to have their blood pressure levels monitored remotely by trained staff. In 2023, IU Health Saxony Hospital provided a grant to the Indiana Women in Need Foundation's (IWIN) Survivor Support program, which allocates financial assistance to low-income individuals undergoing cancer treatment. 100 percent of the recipients that returned IWIN's post-evaluation survey reported that the financial support relieved anxiety and allowed them to remain engaged in their treatment. Smoking, Tobacco Use and Exposure to Secondhand Smoke Support the Tobacco Free Hamilton County Alliance (TFHC). - In 2023, IU Health Saxony Hospital supported Breathe Easy Hamilton County by serving on a monthly committee to determine solutions pertaining to tobacco and vaping cessation. In addition, IU Health Saxony Hospital wrote letters of support for the alliance to facilitate funding from the Indiana Tobacco Prevention & Cessation program. Hospital staff also assembled tobacco and vaping cessation quit kits to donate to local free clinics and community events. Further implement the Centralized Tobacco Treatment Program (CTTP) (provides patients access to evidence-based tobacco treatment). The CTTP program is free to IU Health Primary Care patients. Once a patient's level of care is assessed, they are provided evidence-based tobacco cessation treatment with a trained Tobacco Treatment Specialist (TTSs). Patients had access to Clickotine, a digital cessation app, and support from an Advance Practice Provider (APP) to evaluate and prescribe medication assisted therapy (MAT) for nicotine replacement. Education and support were provided to PCP offices which helped to expand services. Cross-functional teams worked together including the West Central Region TTSs for case conferencing and training. The goal to increase access to Specialty Care patients is on hold until the budget allows for additional staffing. The 2023 focus was on improving internal efficiencies to maximize resources and improve patient experience including data collection and reporting enhancements. An additional focus was on improving access and patient experience with medication management. CTTP improved patient tobacco treatment medication support by integrating systems and processes with a dedicated APP resource. They improved documentation to accurately report MAT, demonstrating 70% of patients used NRT/medication to quit. There was a 30% increase in scheduled medication management appointments compared to 2022. The team focused on care continuation, care coordination (TTS/APP), scheduling patient follow-up appointments, and monitoring adherence or complications. These tactics also improved the engagement rate - 78% of scheduled medication management appointments were completed. The above focus on improving patient experience resulted in strong and consistent quit rates of 31% of active patients and harm reduction (patients who reduced use of tobacco) of 54% (July 2022-December 2023). The team received frequent testimonials of lives changed and gratitude for a supportive, compassionate partner. In 2023, CTTP received 1,149 referrals, scheduled 75% of them and completed at least one session with 82% of those scheduled. Additionally, 44% of patients seen completed 2 or more sessions. Over the program's life, CTTP has received 2,678 patient referrals (this information cannot be separated by hospital or region at this time). Social Determinants of Health Support access to healthy food and basic sustenance for families who are low-income and struggling to meet basic needs. - IU Health Saxony Hospital provided a grant to Teter Organic Farm to refurbish and expand their growing space, which will provide 10,000 more fresh produce servings to low-income individuals in Hamilton County each year. IU Health Saxony Hospital also assembled over 200 snack packs that were donated to Hamilton County Harvest Food Bank, which distributes food to each of the food pantries in the county. IU Health Saxony Hospital provided a grant to the Greater Indianapolis Habitat for Humanity to build a duplex for two underserved families in Hamilton County. IU Health staff participated in the home build for over 56 hours. IU Health Saxony Hospital - Needs Not Being Addressed IU Health Saxony Hospital is not addressing the following significant needs between 2022 and 2024: health education and navigation and maternal and infant health and child well-being. Health Education and Navigation. Health education and navigation refers to services and resources that are available in the community, but people do not know how to get connected to them (e.g., how to obtain health insurance, understanding insurance benefits, navigating the healthcare system, language barriers and health literacy). IU Health Saxony Hospital perceives this health need as being addressed under many initiatives in Access to Healthcare Services. IU Health Saxony Hospital will monitor this need to see if there are changes or opportunities in the future to address it further. Maternal and Infant Health and Child Well-being. IU Health Saxony Hospital does not have a maternity unit, which prevents the implementation of significant efforts surrounding maternal and infant health. Additionally, there is limited infrastructure to support maternal and infant health, which are services offered at a different IU Health hospital in the same county.
Schedule H, Part V, Section B, Line 13 Facility , 1	Facility , 1 - INDIANA UNIVERSITY HEALTH. IN ADDITION TO FPG, IU HEALTH MAY TAKE INTO CONSIDERATION A PATIENT'S INCOME AND/OR ABILITY TO PAY IN THE CALCULATION OF A FINANCIAL ASSISTANCE AWARD.
Schedule H, Part V, Section B, Line 13 Facility , 1	Facility , 1 - INDIANA UNIVERSITY HEALTH. IU Health takes into consideration several other factors in determining patient eligibility for financial assistance. These factors include the following: 1. Eligibility for Financial Assistance due to Financial or Personal Hardship In order to be eligible for Financial Assistance due to Financial or Personal Hardship under this Policy, a patient or guarantor must: - Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; - Be an Indiana Resident as defined in this Policy; and - If Uninsured, consult with a member of IU Health's Individual Solutions department to determine if health care coverage may be obtained from a government insurance or assistance product, the Health Insurance Marketplace, or from any other source of coverage. Financial Assistance due to Financial Hardship is only available for encounters where care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility. 2. Financial Assistance due to Financial Hardship The FPL income threshold under this section is as follows: - If one or more adults and zero dependents are in the household, the FPL Income Threshold is 200%. - If two or more adults and one or more dependents are in the household, the FPL Income Threshold is 250%. - If one adult and one or more dependents are in the household, the FPL Income Threshold is 300%. In some instances, an adult will also qualify as a dependent. When this occurs, IU Health will treat the adult as a dependent for purposes of the FPL calculation. IU Health will utilize the most recent FPL data available and will apply the FPL data to a patient or guarantor's account balance based upon the calendar date a completed Financial Assistance Application was received, not a patient's date of service. An Uninsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Gross Charges if approved. An Underinsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Patient Responsibility if approved. 3. Financial Assistance due to Personal Hardship An Uninsured or Underinsured patient or their guarantor whose household income is above the FPL income threshold may be eligible for Financial Assistance if the patient's outstanding Patient Responsibility exceeds 20% of the patient's or their guarantor's annual household income. - If approved, the patient's balance will be reduced to 20% of the patient or guarantor's annual household income or the Amounts Generally Billed, whichever is less. - IU Health will work with the patient or guarantor to identify a reasonable payment plan on the remainder of the balance. 4. Eligibility Period If approved for financial assistance by IU Health, the patient will be guaranteed financial assistance for treatment related to the underlying condition, for which the patient was originally screened and approved, through the remainder of the calendar year. As a condition of extending the on-going Financial Assistance, the patient must comply with requests from IU Health to verify that the patient continues to meet the conditions for qualification. 5. Appeals and Assistance Granted By the Financial Assistance Committee The Financial Assistance Committee will review and make determinations on all requests for appeals related to Financial Assistance. If a patient or guarantor seeks to appeal a Financial Assistance Determination, a written request must be submitted, along with the supporting documentation. The Financial Assistance Committee will review requests for and may grant additional Financial Assistance, including but not limited to, the following: - Assistance to patients who are seeking treatment that can only be provided in Indiana by IU Health or who would benefit from continued medical services from IU Health for continuity of care; - Care approved by the IU Health Chief Medical Officer (CMO) or the Chief Executive Officer (CEO) or CMO of an IU Health facility or region, including medically necessary non-elective services for which no payment source can be identified; - Care provided when it is known no payment source exists; - International humanitarian aid; and - Other care identified by the Financial Assistance Committee that fulfills the IU Health Mission. All decisions of the Financial Assistance Committee are final. 6. Presumptive Eligibility No Financial Assistance Application is required to receive Financial Assistance under this Presumptive Eligibility section. IU Health will deem patients or their guarantors presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs and care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility: - Medicaid (any state) - Indiana Children's Special Health Care Services - Healthy Indiana Plan - Patients who are awarded Hospital Presumptive Eligibility (HPE) - A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for at least one hundred and twenty (120) days after the account is eligible for an ECA as set forth in this Policy. If the patient or guarantor's individual scoring criteria demonstrates the patient has a low likelihood and/or propensity to pay or no credit, the patient or guarantor may be deemed presumptively eligible for Financial Assistance. Financial Assistance may additionally be granted in the following circumstances: - If the patient or their guarantor is found to have filed a petition for bankruptcy. - If the patient is deceased and found to have no estate. - If the patient is deceased and was under 21 years of age at the time of death. 7. Exhaustion of Alternate Sources of Assistance Patients must exhaust all other state and federal assistance programs prior to receiving Financial Assistance due to Financial or Personal Hardship under this Policy including, but not limited to, Medicaid. Patients who may be eligible for coverage under an applicable health insurance policy must exhaust all insurance benefits. - This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. - IU Health may request patients show proof that such a claim was properly submitted to the appropriate insurance provider before awarding Financial Assistance. Eligible patients who receive medical care from an IU Health facility as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award. In the event Financial Assistance has already been granted in the above circumstances, IU Health reserves the right to reverse the Financial Assistance Determination in an amount equal to the amount IU Health would be entitled to receive had no Financial Assistance been awarded. 8. Patient Assets There are situations where a patient or their guarantor may have significant income or assets available to pay for healthcare services such as a legal settlement. The Financial Assistance Committee may evaluate the income or assets in determining Financial Hardship. IU Health may require a list of all property owned by the patient or guarantor and adjust a Financial Assistance Determination as a result.
Schedule H, Part V, Section B, Line 16 Facility , 1	Facility , 1 - INDIANA UNIVERSITY HEALTH. IU Health takes several other measures to broadly publicize its FAP within the community. These measures include the following: 1. Post this Policy, a Plain Language Summary of this Policy, and the Financial Assistance Application on its website. 2. Provide patients with a Plain Language Summary of this Policy during registration and/or discharge. 3. Post conspicuous displays in appropriate acute care settings such as emergency departments and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 4. Include a conspicuous written notice on all patient post-discharge billing statements notifying the patient about this Policy and the telephone number of the Customer Service Department which can assist patients with questions regarding this Policy. 5. Make available Customer Service representatives via telephone during normal business hours. 6. Mail copies of this Policy, a Plain Language Summary of this Policy, and a Financial Assistance Application to patients or their guarantor free of charge upon request. 7. Broadly communicate this Policy as a part of its general outreach efforts. 8. Educate patient-facing team members on this Policy and the process for referring patients to the program.

Field	Value	IRS element (for citing)
Facility	188	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (188 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
IU HEALTH SIMON CANCER CTR
1030 W MICHIGAN ST	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU HEALTH NEUROLOGY
13000 E 136 ST SUITE 3300	FISHERS	IN	46037	SPECIALTY CARE
IU HEALTH NEUROSURGERY
2525 W UNIVERSITY AVE SUITE 401	MUNCIE	IN	47303	SPECIALTY CARE
IU HEALTH NEUROSURGERY ORTHOPEDICS AND RHEUMATOLOGY
201 PENNSYLVANIA PKWY SUITE 100	CARMEL	IN	46280	SPECIALTY CARE
IU HEALTH EAST WASHINGTON SURGERY CENTER
9660 E WASHINGTON ST STE 200	INDIANAPOLIS	IN	46229	SURGERY CENTER
IU HEALTH MERIDIAN SOUTH SURGERY CENTER
8820 S MERIDIAN ST	INDIANAPOLIS	IN	46217	SURGERY CENTER
IU HEALTH BELTWAY SURGERY CENTER
151 PENNSYLVANIA PKWY	CARMEL	IN	46280	SURGERY CENTER
IU HEALTH SPRING MILL SURGERY CENTER
10300 N ILLINOIS ST STE 1300	CARMEL	IN	46290	SURGERY CENTER
IU HEALTH EAGLE HIGHLANDS SURGERY CENTER
6850 PARKDALE PL	INDIANAPOLIS	IN	46254	SURGERY CENTER
SENATE STREET SURGERY CENTER
1801 N SENATE BLVD Suite D145	INDIANAPOLIS	IN	46202	SURGERY CENTER
INDIANA ENDOSCOPY CENTERS
1115 N RONALD REAGAN PKWY STE 3	AVON	IN	46123	SURGERY CENTER
INDIANA ENDOSCOPY CENTERS
1801 N SENATE BLVD STE 710	INDIANAPOLIS	IN	46202	SURGERY CENTER
GLEN LEHMAN ENDOSCOPY SUITE
550 N UNIVERSITY BLVD STE 4100	INDIANAPOLIS	IN	46202	SURGERY CENTER
IU HEALTH SAXONY SURGERY CENTER
13100 E 136TH ST	FISHERS	IN	46037	SURGERY CENTER
IU Health Meridian South Surgery Center
8820 S Meridian St	INDIANAPOLIS	IN	46217	SURGERY CENTER
BLOOD & BONE MARROW STEM CELL TRANSPLANT & IMMUNE CELL THERAPY PROGRAM
1030 W MICHIGAN ST 2ND FLOOR	INDIANAPOLIS	IN	46202	SPECIALTY CARE
ICU SURVIVOR CENTER
1801 N SENATE BLVD STE 230	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU HEALTH ADVANCED HEART & LUNG CARE
1801 N SENATE BLVD STE 2000	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU HEALTH PAIN CENTER
888 AUTO MALL RD	BLOOMINGTON	IN	47401	SPECIALTY CARE
IU HEALTH CARDIOLOGY
10101 ERNST RD SUITE 1400	ROANOKE	IN	46783	SPECIALTY CARE
IU HEALTH CARDIOPULMONARY REHAB
10101 ERNST RD SUITE 1600	ROANOKE	IN	46783	SPECIALTY CARE
IU HEALTH CARDIOVASCULAR SURGERY
2651 E Discovery Pkwy	BLOOMINGTON	IN	47408	SPECIALTY CARE
IU HEALTH CENTER FOR LIMB LOSS
355 W 15TH ST SUITE 3800	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU Health Central Indiana Cancer Centers
10212 LANTERN RD	FISHERS	IN	46038	SPECIALTY CARE
IU HEALTH CENTRAL INDIANA CANCER CENTERS
6845 RAMA DR	INDIANAPOLIS	IN	46219	SPECIALTY CARE
IU Health Central Indiana Cancer Centers
1701 N SENATE BLVD C6	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU HEALTH PALLIATIVE CARE
1633 N CAPITOL AVE STE 301	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU Health Hip & Knee Center
13000 E 136TH ST SUITE 2000	FISHERS	IN	46037	SPECIALTY CARE
IU HEALTH INFUSION
10101 ERNST RD SUITE 1500	ROANOKE	IN	46783	SPECIALTY CARE
IU HEALTH LIFECARE
1633 N CAPITOL AVE STE 300	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU HEALTH OBSTETRICS & GYNECOLOGY
17160 DRAGONFLY DR SUITE 400	NOBLESVILLE	IN	46060	SPECIALTY CARE
IU HEALTH OBSTETRICS & GYNECOLOGY
2901 W JACKSON ST	MUNCIE	IN	47304	SPECIALTY CARE
IU HEALTH ORTHOPEDICS
7230 ENGLE RD SUITE 100	FORT WAYNE	IN	46804	SPECIALTY CARE
IU HEALTH NEUROSCIENCE CENTER
362 W 15TH ST	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU HEALTH ORTHOPEDICS & SPORTS MEDICINE
2598 W WHITE RIVER BLVD	MUNCIE	IN	47303	SPECIALTY CARE
IU HEALTH ORTHOPEDICS & SPORTS MEDICINE
9660 E WASHINGTON ST SUITE 100	INDIANAPOLIS	IN	46229	SPECIALTY CARE
IU HEALTH OTOLARYNGOLOGY HEAD & NECK SURGERY
1115 N RONALD REAGAN PKWY SUITE	AVON	IN	46123	SPECIALTY CARE
IU HEALTH PHYSICAL MEDICINE & REHABILITATION
362 W 15TH ST SUITE 3800	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU HEALTH PHYSICAL MEDICINE & REHABILITATION
1300 E 136TH ST SUITE 3600	FISHERS	IN	46037	SPECIALTY CARE
IU HEALTH POSITIVE LINK
333 E Miller Dr	BLOOMINGTON	IN	47401	SPECIALTY CARE
IU HEALTH POSITIVE LINK
642 W Hospital Rd	PAOLI	IN	47454	SPECIALTY CARE
IU HEALTH POSITIVE LINK
100 Executive Dr Suite J	LAFAYETTE	IN	47905	SPECIALTY CARE
IU HEALTH POSITIVE LINK
100 S 7th St Lower Level	TERRE HAUTE	IN	47807	SPECIALTY CARE
IU HEALTH POSITIVE LINK
6000 W Kilgore Ave	MUNCIE	IN	47304	SPECIALTY CARE
IU HEALTH PRECISION GENOMICS PROGRAM
1030 W MICHIGAN ST STE 3307	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU HEALTH PRECISION MEDICINE CLINIC
550 N University Blvd Suite 2180	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU HEALTH REPRODUCTIVE ENDOCRINOLOGY & FERTILITY
550 N University Blvd Suite 2403	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
3750 Landmark Dr Suite C	LAFAYETTE	IN	47905	SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
6004 W KILGORE AVE	MUNCIE	IN	47304	SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
2920 McIntire Dr Suite 150B	BLOOMINGTON	IN	47403	SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
1411 W COUNTY LINE RD STE C	GREENWOOD	IN	46142	SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
714 N SENATE AVE STE 110	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
1115 N RONALD REAGAN PKWY STE 3	AVON	IN	46123	SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
13100 E 136TH ST STE 3200B	FISHERS	IN	46037	SPECIALTY CARE
IU HEALTH SLEEP LAB
3750 LANDMARK DR SUITE A	LAFAYETTE	IN	47905	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
6004 W KILGORE AVE	MUNCIE	IN	47304	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
1504 CLINIC DR	BEDFORD	IN	47421	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
1411 W COUNTY LINE RD STE C	GREENWOOD	IN	46142	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
2920 McIntire Dr	BLOOMINGTON	IN	47403	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
714 N SENATE AVE STE 110	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
2209 JOHN R WOODEN DR	MARTINSVILLE	IN	46151	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
720 S 6TH ST	MONTICELLO	IN	47960	SPECIALTY CARE
IU HEALTH SLEEP MEDICINE
1300 S JACKSON ST	FRANKFORT	IN	46041	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
500 W VOTAW ST	PORTLAND	IN	47371	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
642 W HOSPITAL RD	PAOLI	IN	47454	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
1000 S MAIN ST	TIPTON	IN	46072	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
1115 N RONALD REAGAN PKWY STE 3	AVON	IN	46123	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
11725 N ILLINOIS ST SUITE 485	CARMEL	IN	46032	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
11590 N MERIDIAN ST SUITE 300	CARMEL	IN	46032	SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
13100 E 136TH ST STE 3200	FISHERS	IN	46037	SPECIALTY CARE
IU HEALTH VOICE CENTER
11725 N Illinois St Suite 275	CARMEL	IN	46032	SPECIALTY CARE
IU HEALTH WOUND CARE
1701 N SENATE BLVD AG053	INDIANAPOLIS	IN	46202	SPECIALTY CARE
IU Health University Hospital Interventional & Advanced Pain Therapies
550 N UNIVERSITY BLVD STE 2007	INDIANAPOLIS	IN	46202	SPECIALTY CARE
CONNECTED CARE-IU HEALTH SAXONY HOSPITAL
13000 E 136TH ST SUITE 3400	FISHERS	IN	46037	PRIMARY CARE
ADULT AMBULATORY CARE CENTER
550 N UNIVERSITY BLVD STE 3500	INDIANAPOLIS	IN	46202	PRIMARY CARE
IU HEALTH CONNECTED CARE-INDIANAPOLIS
7140 E WASHINGTON ST SUITE 100	INDIANAPOLIS	IN	46219	PRIMARY CARE
IU HEALTH FAMILY & INTERNAL MEDICINE
560 W LONGEST ST	PAOLI	IN	47454	PRIMARY CARE
IU HEALTH PRIMARY CARE
4870 E JACKSON ST	MUNCIE	IN	47303	PRIMARY CARE
IU HEALTH PRIMARY CARE
14520 W DAVIS DR	DALEVILLE	IN	47334	PRIMARY CARE
IU HEALTH PRIMARY CARE
10101 Ernst Rd Suite 1200	ROANOKE	IN	46783	PRIMARY CARE
IU HEALTH PRIMARY CARE
9650 E Washington St Suite 100	INDIANAPOLIS	IN	46229	PRIMARY CARE
IU HEALTH PRIMARY CARE - ALBANY
349 W 1st St	ALBANY	IN	47320	PRIMARY CARE
IU HEALTH PRIMARY CARE - FAMILY MEDICINE WOBSTETRICS
2901 W Jackson St	MUNCIE	IN	47304	PRIMARY CARE
IU HEALTH PRIMARY CARE - INTERNAL MEDICINE
2901 W Jackson St	MUNCIE	IN	47304	PRIMARY CARE
IU HEALTH PRIMARY CARE - YORKTOWN
1420 S PILGRIM BLVD	YORKTOWN	IN	47396	PRIMARY CARE
IU Health Primary Care Central Indianapolis - Family Medicine Residency
1040 Wishard Blvd	INDIANAPOLIS	IN	46202	PRIMARY CARE
IU HEALTH PRIMARY CARE FORT WAYNE - NORTH
10215 AUBURN PARK DR	FORT WAYNE	IN	46825	PRIMARY CARE
IU HEALTH PRIMARY CARE FORT WAYNE - SOUTHEAST
256 E PETTIT AVE	FORT WAYNE	IN	46806	PRIMARY CARE
IU HEALTH MORGAN WALK-IN
2209 JOHN R WOODEN DR DOOR 7	MARTINSVILLE	IN	46151	PRIMARY CARE
IU Health Primary Care Fort Wayne - Hope Drive
13000 E 136TH ST SUITE 3300	FISHERS	IN	46037	PRIMARY CARE
IU Health Adult Physical Therapy & Rehabilitation Services
13000 E 136TH ST SUITE 2100	FISHERS	IN	46037	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
6866 W STONEGATE DR SUITE 106	ZIONSVILLE	IN	46077	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
404 E WASHINGTON ST STE B	INDIANAPOLIS	IN	46204	REHABILITATION SERVICES
IU Health Adult Speech-Language Pathology
550 N UNIVERSITY BLVD	INDIANAPOLIS	IN	46202	REHABILITATION SERVICES
IU Health Rehabilitation & Sports Medicine
2900 16th St	BEDFORD	IN	47421	REHABILITATION SERVICES
IU Health Rehabilitation & Sports Medicine Center East
328 S WOODCREST DR	BLOOMINGTON	IN	47401	REHABILITATION SERVICES
IU Health Rehabilitation & Sports Medicine Center Spencer
926 IN-46 200	Spencer	IN	47460	REHABILITATION SERVICES
IU Health Rehabilitation & Sports Medicine Center West
2499 W Cota Dr	BLOOMINGTON	IN	47403	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
4935 W ARLINGTON RD	BLOOMINGTON	IN	47404	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
1801 N SENATE BLVD STE 240	INDIANAPOLIS	IN	46202	REHABILITATION SERVICES
IU Health Occupational Therapy Services
1801 N SENATE BLVD STE 530	INDIANAPOLIS	IN	46202	REHABILITATION SERVICES
NEUROREHABILITATION AND ROBOTICS
355 W 16TH ST STE 1078	INDIANAPOLIS	IN	46202	REHABILITATION SERVICES
IU HEALTH OCCUPATIONAL SERVICES
2804 16TH ST	BEDFORD	IN	47421	REHABILITATION SERVICES
IU HEALTH MORGAN REHABILITATION
2209 JOHN R WOODEN DR	MARTINSVILLE	IN	46151	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
550 N UNIVERSITY BLVD RM 4175	INDIANAPOLIS	IN	46202	REHABILITATION SERVICES
IU Health Adult Physical Therapy & Rehabilitation Services
1801 N SENAE BLVD STE 1438	INDIANAPOLIS	IN	46202	REHABILITATION SERVICES
IU HEALTH REHABILITATION SERVICES
1300 S JACKSON ST	FRANKFORT	IN	46141	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
2705 W North Street	MUNCIE	IN	47303	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
7411 N Keystone Ave Suite B	INDIANAPOLIS	IN	46240	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
6820 PARKDALE PL STE 120	INDIANAPOLIS	IN	46254	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
1010 S MAIN ST SUITE 110	TIPTON	IN	46072	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
9670 E WASHINGTON ST STE 115	INDIANAPOLIS	IN	46229	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
8820 S Meridian St Suite 215	INDIANAPOLIS	IN	46217	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
2476 E 116TH ST G-100	CARMEL	IN	46032	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
410 PILGRIM BLVD	HARTFORD CITY	IN	47348	REHABILITATION SERVICES
IU Health Pediatric Physical Therapy & Rehabilitation
6820 PARKDALE PL STE 109	INDIANAPOLIS	IN	46254	REHABILITATION SERVICES
IU Health Physical Therapy & Rehabilitation
14645 HAZEL DELL RD	NOBLESVILLE	IN	46062	REHABILITATION SERVICES
IU HEALTH URGENT CARE - BLOOMINGTON
326 S WOODCREST DR	BLOOMINGTON	IN	47401	URGENT CARE
IU HEALTH URGENT CARE - GREENWOOD
996 S SR 135 SUITE P	GREENWOOD	IN	46143	URGENT CARE
IU HEALTH URGENT CARE - AVON
10853 E US HWY 36	AVON	IN	46123	URGENT CARE
IU HEALTH URGENT CARE - BROAD RIPPLE
1036 BROAD RIPPLE AVE	INDIANAPOLIS	IN	46220	URGENT CARE
IU HEALTH URGENT CARE - DOWNTOWN INDPLS
222 W WASHINGTON ST	INDIANAPOLIS	IN	46204	URGENT CARE
IU HEALTH URGENT CARE - BROWNSBURG
90 E GARNER RD STE A	BROWNSBURG	IN	46112	URGENT CARE
IU HEALTH URGENT CARE - NOBLESVILLE
14645 HAZEL DELL ROAD SUITE 120	NOBLESVILLE	IN	46062	URGENT CARE
IU HEALTH URGENT CARE - LAFAYETTE
1 WALTER SCHOLER DR	LAFAYETTE	IN	47909	URGENT CARE
IU HEALTH URGENT CARE - FORT WAYNE NORTH
9821 LIMA RD STE 103	FORT WAYNE	IN	46818	URGENT CARE
IU HEALTH URGENT CARE - WEST LAFAYETTE
253 SAGAMORE PKWY W	WEST LAFAYETTE	IN	47906	URGENT CARE
IU Health Urgent Care Fort Wayne - Hope Drive
7411 Hope Drive Suite A	Fort Wayne	IN	46815	Urgent Care
IU HEALTH RADIOLOGY
9660 E WASHINGTON ST	INDIANAPOLIS	IN	46229	RADIOLOGY
IU HEALTH CANCER RADIATION CENTER
9149 STATE RD 37	BEDFORD	IN	47421	RADIOLOGY
IU HEALTH RADIOLOGY
820 SAMUEL MOORE PKWY	MOORESVILLE	IN	46158	RADIOLOGY
IU HEALTH RADIOLOGY
6850 PARKDALE PL	INDIANAPOLIS	IN	46254	RADIOLOGY
IU HEALTH RADIOLOGY
362 W 15TH ST SUITE 4200	INDIANAPOLIS	IN	46202	RADIOLOGY
IU HEALTH MORGAN RADIOLOGY
2209 JOHN R WOODEN DR	MARTINSVILLE	IN	46151	RADIOLOGY
IU HEALTH RADIOLOGY
550 N UNIVERSITY BLVD UN 0663	INDIANAPOLIS	IN	46202	RADIOLOGY
IU HEALTH RADIOLOGY
404 E WASHINGTON ST STE B	INDIANAPOLIS	IN	46204	RADIOLOGY
IU HEALTH RADIOLOGY
1801 N SENATE BLVD RM A 1157A	INDIANAPOLIS	IN	46202	RADIOLOGY
IU HEALTH RADIOLOGY
2625 E 62nd St Suite 2010	INDIANAPOLIS	IN	46220	RADIOLOGY
IU HEALTH RADIOLOGY
7411 HOPE DR SUITE B	FORT WAYNE	IN	46815	RADIOLOGY
IU HEALTH RADIOLOGY
151 PENNSYLVANIA PKWY SUITE 160	INDIANAPOLIS	IN	46280	RADIOLOGY
IU HEALTH RADIOLOGY
720 ESKENAZI	INDIANAPOLIS	IN	46202	RADIOLOGY
IU HEALTH RADIOLOGY
3401 E Raymond	INDIANAPOLIS	IN	46203	RADIOLOGY
IU HEALTH RADIOLOGY
10101 Ernst Rd Suite 1100	ROANOKE	IN	46783	RADIOLOGY
IU HEALTH RADIOLOGY
4880 CENTURY PLAZA RD STE 155	INDIANAPOLIS	IN	46254	RADIOLOGY
IU HEALTH RADIOLOGY
2598 W WHITE RIVER BLVD	MUNCIE	IN	47303	RADIOLOGY
IU HEALTH RADIOLOGY
1111 N RONALD REAGAN PKWY	AVON	IN	46123	RADIOLOGY
IU HEALTH RADIOLOGY
8830 S MERIDIAN ST	INDIANAPOLIS	IN	46217	RADIOLOGY
IU HEALTH RADIOLOGY
1000 S MAIN ST	TIPTON	IN	46072	RADIOLOGY
IU HEALTH RADIOLOGY
1375 N GREEN ST STE 200	BROWNSBURG	IN	46112	RADIOLOGY
IU HEALTH RADIOLOGY
11700 N MERIDIAN ST	CARMEL	IN	46032	RADIOLOGY
IU HEALTH RADIOLOGY
13000 E 136TH ST	FISHERS	IN	46037	RADIOLOGY
IU HEALTH RADIOLOGY
1701 N SENATE BLVD Room A 1157A	INDIANAPOLIS	IN	46202	RADIOLOGY
IU HEALTH UNIVERSITY RETAIL PHARMACY
550 N UNIVERSITY BLVD UH1425	INDIANAPOLIS	IN	46202	PHARMACY
IU HEALTH METHODIST RETAIL PHARMACY
1801 N SENATE BLVD STE 105	INDIANAPOLIS	IN	46202	PHARMACY
Riley Retail Pharmacy at IU Health
705 RILEY HOSPITAL DR ROC 1201	INDIANAPOLIS	IN	46202	PHARMACY
IU HEALTH PHARMACY - JACKSON
2901 W Jackson St Suite B	MUNCIE	IN	47304	PHARMACY
IU HEALTH SAXONY RETAIL PHARMACY
13100 E 136TH ST STE 1000	FISHERS	IN	46037	PHARMACY
IU HEALTH ADVANCED THERAPIES PHARMACY
390 Airtech Pkwy Suite 106A	PLAINFIELD	IN	46168	PHARMACY-MAIL ORDER/SPECIALTY SERVICES
IU HEALTH HOME CARE
950 N MERIDIAN ST STE 700	INDIANAPOLIS	IN	46204	HOME HEALTH
IU HEALTH EXPRESSIONS HOME MEDICAL EQUIP
11725 N ILLINOIS ST SUITE 485	CARMEL	IN	46032	HOME HEALTH
IU HEALTH HOSPICE
950 N MERIDIAN ST STE 700	INDIANAPOLIS	IN	46204	HOSPICE
IU HEALTH DIAGNOSTIC CENTER ARLINGTON LAB
4935 W ARLINGTON RD	BLOOMINGTON	IN	47404	LAB
IU HEALTH BALL MEMORIAL HOSPITAL LAB
2401 UNIVERSITY AVE	MUNCIE	IN	47303	LAB
IU HEALTH BETHEL LAB
5501 W BETHEL AVE	MUNCIE	IN	46304	LAB
IU HEALTH GEORGETOWN MEDICAL PLAZA LAB
4880 CENTURY PLAZA RD STE 125	INDIANAPOLIS	IN	46254	LAB
IU HEALTH JAY HOSPITAL OUTPATIENT LAB
500 W VOTAW ST	PORTLAND	IN	47371	LAB
IU HEALTH LANDMARK OUTPATIENT LAB
550 LANDMARK AVE	BLOOMINGTON	IN	47403	LAB
IU HEALTH MOORESVILLE LAB
820 SAMUEL MOORE PKWY	MOORESVILLE	IN	46158	LAB
IU HEALTH MORGAN LAB
2209 JOHN R WOODEN DR	MARTINSVILLE	IN	46151	LAB
IU HEALTH PATHOLOGY LAB
350 W 11TH ST	INDIANAPOLIS	IN	46202	LAB
IU HEALTH SAXONY HOSPITAL LAB
13000 E 136TH ST	FISHERS	IN	46037	LAB
IU HEALTH SIP BEDFORD LAB
2900 W 16TH ST	BEDFORD	IN	47421	LAB
IUH BLOOMINGTON HOSPITAL MAIN CAMPUS LAB
2651 E Discovery Pkwy 1ST FLOOR	BLOOMINGTON	IN	47408	LAB
IUH JOE & SHELLY SCHWARZ CANCER CTR LAB
11700 N MERIDIAN ST	CARMEL	IN	46032	LAB
IUH METHODIST MED PLAZA BROWNSBURG LAB
1375 N GREEN ST	BROWNSBURG	IN	46112	LAB
IUH METHODIST MED PLAZA EAGLE HIGHLANDS
6850 PARKDALE PL	INDIANAPOLIS	IN	46254	LAB
IUH METHODIST MEDICAL PLAZA EAST LAB
9660 E WASHINGTON ST	INDIANAPOLIS	IN	46229	LAB
IUH METHODIST MEDICAL PLAZA NORTH LAB
151 PENNSYLVANIA PKWY	CARMEL	IN	46280	LAB
IUH METHODIST MEDICAL PLAZA SOUTH LAB
8820 S MERIDIAN ST	INDIANAPOLIS	IN	46217	LAB
IUH METHODIST PROFESSIONAL CENTER LAB
1801 N SENATE BLVD	INDIANAPOLIS	IN	46202	LAB
UNIV HOSP AMBULATORY OUTPATIENT CNTR LAB
550 N UNIVERSITY BLVD RM 1005	INDIANAPOLIS	IN	46202	LAB
IUH ADDICTION TREATMENT & RECOVERY CNTR
727 W 2ND ST	BLOOMINGTON	IN	47403	BEHAVIORAL HEALTH
IUH ADDICTION TREATMENT & RECOVERY CNTR
1758 W 100 S	PORTLAND	IN	47371	BEHAVIORAL HEALTH
IUH ADDICTION TREATMENT & RECOVERY CNTR
210 N TILLOTSON AVE	MUNCIE	IN	47304	BEHAVIORAL HEALTH
IUH ADDICTION TREATMENT & RECOVERY CNTR
1730 N Capitol Ave Suite C3	INDIANAPOLIS	IN	46202	BEHAVIORAL HEALTH
IUH ADDICTION TREATMENT & RECOVERY CNTR
1115 N Ronald Reagan Pkwy Suite 36	Avon	IN	46123	BEHAVIORAL HEALTH
IU HEALTH MORGAN
2209 JOHN R WOODEN DR	MARTINSVILLE	IN	46151	DIAGNOSTIC & OTHER OUTPATIENT
IU HEALTH OLCOTT CENTER
2651 E Discovery Pkwy	BLOOMINGTON	IN	47408	DIAGNOSTIC & OTHER OUTPATIENT

Supplemental Information Detail SupplementalInformationDetail (21 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section A LINE 1 - NAME, ADDRESS, AND WEBSITE	IU HEALTH OPERATES SEVERAL HOSPITAL LOCATIONS UNDER A SINGLE HOSPITAL LICENSE ISSUED BY THE INDIANA STATE DEPARTMENT OF HEALTH. THE NAMES, ADDRESSES, AND PRIMARY WEBSITE ADDRESSES FOR EACH OF THESE LOCATIONS ARE AS FOLLOWS: IU HEALTH METHODIST HOSPITAL 1701 N. SENATE BLVD. INDIANAPOLIS, IN 46202 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-METHODIST-HOSPITAL IU HEALTH UNIVERSITY HOSPITAL 550 UNIVERSITY BLVD. INDIANAPOLIS, IN 46202 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-UNIVERSITY-HOSPITAL RILEY HOSPITAL FOR CHILDREN AT IU HEALTH 705 RILEY HOSPITAL DR. INDIANAPOLIS, IN 46202 HTTPS://WWW.RILEYCHILDRENS.ORG/ IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN AT IU HEALTH ARE COLLECTIVELY REFERRED TO AS THE IU HEALTH ACADEMIC HEALTH CENTER. IU HEALTH SAXONY HOSPITAL 13000 E. 136TH ST. FISHERS, IN 46037 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-SAXONY-HOSPITAL
Schedule H, Part I, Line 7c TOTAL COMMUNITY BENEFIT EXPENSE	SCHEDULE H, PART I, LINE 7, COLUMN (F), PERCENT OF TOTAL EXPENSE, IS BASED ON COLUMN (E) NET COMMUNITY BENEFIT EXPENSE. THE PERCENT OF TOTAL EXPENSE BASED ON COLUMN (C) TOTAL COMMUNITY BENEFIT EXPENSE, WHICH EXCLUDES DIRECT OFFSETTING REVENUE, IS 34.06%.
Schedule H, Part I, Line 7f PERCENT OF TOTAL EXPENSE	THE AMOUNT OF BAD DEBT EXPENSE SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE OF TOTAL EXPENSE ON LINE 7, COLUMN (F) IS $105,807,919. THIS AMOUNT INCLUDES THE BAD DEBT EXPENSE REPORTED ON FORM 990, PART IX, LINE 25, COLUMN (A), AND IU HEALTH'S PORTION OF THE BAD DEBT ATTRIBUTABLE TO THE JOINT VENTURES REPORTED ON SCHEDULE H, PART IV. BAD DEBT EXPENSE IS REPORTED AT COST BASED ON THE COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES.
Schedule H, Part II PROMOTION OF HEALTH IN COMMUNITIES SERVED	IU Health Inc. supports and/or participates in a variety of community-building activities that address the non-medical, root causes of health problems in the communities it serves. IU Health Inc. and its related hospital entities across the state of Indiana ("IU Health Statewide System") investments include economic development efforts across the state, workforce development opportunities, collaborate with like-minded organizations through coalitions that address key issues, and advocate for improvements in the health status of vulnerable populations. Some activities meet the definition of community benefit and have been reported as such. IU Health Inc. supported several different types of community building activities to promote the health of the community. These activities include: Economic Development: Due to the relationship between health, safety and economic growth, IU Health Inc. has long seen the value in supporting sustainable economic growth and quality of place in Indianapolis and the surrounding metropolitan area. IU Health Inc. provided in-kind and financial support to the Indianapolis Chamber of Commerce's Accelerate Indy For All, the economic development strategy. The pillars of the strategy include educated and talented workers; innovative and enterprising business; attractive and connected places; and a vibrant and inviting image. Workforce Development: Seeking opportunities to collaborate with educational institutes to promote the health sciences professions, IU Health Inc. has several departments that did community education and outreach to encourage students to explore and consider healthcare careers. As the healthcare industry faces workforce shortages, this presents an opportunity to inspire students, especially racial and ethnic minority students, to go to college or seek other post-secondary education alternatives. Coalition Building: IU Health team members participate on the governing boards of nonprofit organizations that seek to increase access to healthcare services, health equity, and advancing public health. Additionally, IU Health team members participate in local coalitions such as the Top 10 Coalition and Health Equity Action Team to share resources and information as well as improve community and partner capacity to address health needs and advance health equity in the community. Leadership Development/Training for Community Members: IU Health can be traced back to its two founding organizations: the United Methodist Church and Indiana University. Today, these two organizations each comprise half of the governing bodies of IU Health. This cash donation supports the values of both organization and their commitment to the community.
Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care	IU Health uses several factors other than federal poverty guidelines ("FPG") in determining eligibility for free care under its FAP. These factors include the following: 1. Eligibility for Financial Assistance due to Financial or Personal Hardship In order to be eligible for Financial Assistance due to Financial or Personal Hardship under this Policy, a patient or guarantor must: - Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; - Be an Indiana Resident as defined in this Policy; and - If Uninsured, consult with a member of IU Health's Individual Solutions department to determine if health care coverage may be obtained from a government insurance or assistance product, the Health Insurance Marketplace, or from any other source of coverage. Financial Assistance due to Financial Hardship is only available for encounters where care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility. 2. Financial Assistance due to Financial Hardship The FPL income threshold under this section is as follows: - If one or more adults and zero dependents are in the household, the FPL Income Threshold is 200%. - If two or more adults and one or more dependents are in the household, the FPL Income Threshold is 250%. - If one adult and one or more dependents are in the household, the FPL Income Threshold is 300%. In some instances, an adult will also qualify as a dependent. When this occurs, IU Health will treat the adult as a dependent for purposes of the FPL calculation. IU Health will utilize the most recent FPL data available and will apply the FPL data to a patient or guarantor's account balance based upon the calendar date a completed Financial Assistance Application was received, not a patient's date of service. An Uninsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Gross Charges if approved. An Underinsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Patient Responsibility if approved. 3. Financial Assistance due to Personal Hardship An Uninsured or Underinsured patient or their guarantor whose household income is above the FPL income threshold may be eligible for Financial Assistance if the patient's outstanding Patient Responsibility exceeds 20% of the patient's or their guarantor's annual household income. - If approved, the patient's balance will be reduced to 20% of the patient or guarantor's annual household income or the Amounts Generally Billed, whichever is less. - IU Health will work with the patient or guarantor to identify a reasonable payment plan on the remainder of the balance. 4. Eligibility Period If approved for financial assistance by IU Health, the patient will be guaranteed financial assistance for treatment related to the underlying condition, for which the patient was originally screened and approved, through the remainder of the calendar year. As a condition of extending the on-going Financial Assistance, the patient must comply with requests from IU Health to verify that the patient continues to meet the conditions for qualification. 5. Appeals and Assistance Granted By the Financial Assistance Committee The Financial Assistance Committee will review and make determinations on all requests for appeals related to Financial Assistance. If a patient or guarantor seeks to appeal a Financial Assistance Determination, a written request must be submitted, along with the supporting documentation. The Financial Assistance Committee will review requests for and may grant additional Financial Assistance, including but not limited to, the following: - Assistance to patients who are seeking treatment that can only be provided in Indiana by IU Health or who would benefit from continued medical services from IU Health for continuity of care; - Care approved by the IU Health Chief Medical Officer (CMO) or the Chief Executive Officer (CEO) or CMO of an IU Health facility or region, including medically necessary non-elective services for which no payment source can be identified; - Care provided when it is known no payment source exists; - International humanitarian aid; and - Other care identified by the Financial Assistance Committee that fulfills the IU Health Mission. All decisions of the Financial Assistance Committee are final. 6. Presumptive Eligibility No Financial Assistance Application is required to receive Financial Assistance under this Presumptive Eligibility section. IU Health will deem patients or their guarantors presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs and care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility: - Medicaid (any state) - Indiana Children's Special Health Care Services - Healthy Indiana Plan - Patients who are awarded Hospital Presumptive Eligibility (HPE) - A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for at least one hundred and twenty (120) days after the account is eligible for an ECA as set forth in this Policy. If the patient or guarantor's individual scoring criteria demonstrates the patient has a low likelihood and/or propensity to pay or no credit, the patient or guarantor may be deemed presumptively eligible for Financial Assistance. Financial Assistance may additionally be granted in the following circumstances: - If the patient or their guarantor is found to have filed a petition for bankruptcy. - If the patient is deceased and found to have no estate. - If the patient is deceased and was under 21 years of age at the time of death. 7. Exhaustion of Alternate Sources of Assistance Patients must exhaust all other state and federal assistance programs prior to receiving Financial Assistance due to Financial or Personal Hardship under this Policy including, but not limited to, Medicaid. Patients who may be eligible for coverage under an applicable health insurance policy must exhaust all insurance benefits. - This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. - IU Health may request patients show proof that such a claim was properly submitted to the appropriate insurance provider before awarding Financial Assistance. Eligible patients who receive medical care from an IU Health facility as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award. In the event Financial Assistance has already been granted in the above circumstances, IU Health reserves the right to reverse the Financial Assistance Determination in an amount equal to the amount IU Health would be entitled to receive had no Financial Assistance been awarded. 8. Patient Assets There are situations where a patient or their guarantor may have significant income or assets available to pay for healthcare services such as a legal settlement. The Financial Assistance Committee may evaluate the income or assets in determining Financial Hardship. IU Health may require a list of all property owned by the patient or guarantor and adjust a Financial Assistance Determination as a result.
Schedule H, Part I, Line 7g Subsidized Health Services	IU HEALTH, INC. INCLUDES COSTS ASSOCIATED WITH PHYSICIAN CLINICS AS SUBSIDIZED HEALTH SERVICES BUT IS NOT ABLE TO SEGREGATE THE COSTS ASSOCIATED WITH PHYSICIAN CLINICS.
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation	105807919
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	THE AMOUNT REPORTED ON LINE 2 AS BAD DEBT IS REPORTED AT COST, AS CALCULATED USING THE COST TO CHARGE RATIO METHODOLOGY.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	IU Health will deem patients or their guarantors presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs and care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility: 1. Medicaid (any state) 2. Indiana Children's Special Health Care Services 3. Healthy Indiana Plan 4. Patients who are awarded Hospital Presumptive Eligibility (HPE) 5. A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. No Financial Assistance Application is required to receive Financial Assistance under this Presumptive Eligibility section. IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for at least one hundred and twenty (120) days after the account is eligible for an ECA as set forth in this Policy. If the patient or guarantor's individual scoring criteria demonstrates the patient has a low likelihood and/or propensity to pay or no credit, the patient or guarantor may be deemed presumptively eligible for Financial Assistance. Financial Assistance may additionally be granted in the following circumstances: a) If the patient or their guarantor is found to have filed a petition for bankruptcy. b) If the patient is deceased and found to have no estate. c) If the patient is deceased and was under 21 years of age at the time of death. Due to this comprehensive methodology, IU Health does not believe any amount of bad debt is attributable to patients who may be eligible under the financial assistance policy and no portion of bad debt is included as community benefit.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	IU HEALTH'S CONSOLIDATED FINANCIAL STATEMENTS, FOOTNOTE 5, ADDRESSES BAD DEBT EXPENSE AS FOLLOWS: The Indiana University Health System does not require collateral or other security from its patients, substantially all of whom are residents of the State, for the delivery of health care services. However, consistent with industry practice, the Indiana University Health System routinely obtains assignment of (or is otherwise entitled to receive) patients' benefits payable under their health insurance programs, plans, or policies (e.g., Medicare, Medicaid, managed care payers, and commercial insurance policies). The Indiana University Health System uses a portfolio approach to account for categories of patient contracts as a collective group, rather than recognizing revenue on an individual contract basis. The portfolios consist of major payer classes for inpatient revenue and outpatient revenue. Based on the historical collection trends and other analysis, the Indiana University Health System believes that revenue recognized by utilizing the portfolio approach approximates the revenue that would have been recognized if an individual contract approach were used. In support of its mission, the Indiana University Health System provides care to uninsured and underinsured patients. The Indiana University Health System provides charity care to patients who lack the financial resources to pay for their medical care. Financial assistance is available to qualifying uninsured and underinsured patients receiving care at an Indiana University Health System hospital location. Under its financial assistance policy, the Indiana University Health System provides medically necessary care to uninsured patients. Financial assistance up to the full amount of patient financial responsibility is available for uninsured and underinsured patients receiving care via the emergency department, direct admission from a physician's office, or transfer from another hospital. The federal poverty level (FPL) thresholds are used when determining the level of financial assistance based on household makeup. Households without dependents are eligible for assistance if household income is less than or equal to 200% FPL, two adults and at least one dependent are eligible if household income is less than or equal to 250% FPL, and households with one adult and at least one dependent are eligible if household income is less than or equal to 300% FPL. Individuals with medical bills totaling more than 20% of annual household income, regardless of FPL, qualify for catastrophic assistance and are eligible for a reduction in patient financial responsibility to 20% of annual household income. Since the Indiana University Health System does not pursue collection of these amounts, the discounted amounts are not reported as patient service revenue. The Indiana University Health System uses presumptive eligibility screening procedures for some forms of financial assistance and recognizes net patient service revenue on services provided to self-pay patients at the discounted rate at the time services are rendered. The estimated cost of charity care, using the consolidated cost to charge ratio, was $95,909,000 and $88,213,000 in 2023 and 2022, respectively.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	THE AMOUNT REPORTED ON SCHEDULE H, PART III, LINE 6 IS CALCULATED, IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, USING "ALLOWABLE COSTS" FROM THE IU HEALTH MEDICARE COST REPORT. "ALLOWABLE COSTS" FOR MEDICARE COST REPORT PURPOSES, HOWEVER, ARE NOT REFLECTIVE OF ALL COSTS ASSOCIATED WITH IU HEALTH'S PARTICIPATION IN MEDICARE PROGRAMS. FOR EXAMPLE, THE MEDICARE COST REPORT EXCLUDES CERTAIN COSTS SUCH AS BILLED PHYSICIAN SERVICES, THE COSTS OF MEDICARE PARTS C AND D, FEE SCHEDULE REIMBURSED SERVICES, AND DURABLE MEDICAL EQUIPMENT SERVICES. INCLUSION OF ALL COSTS ASSOCIATED WITH IU HEALTH'S PARTICIPATION IN MEDICARE PROGRAMS WOULD SIGNIFICANTLY INCREASE THE MEDICARE SHORTFALL REPORTED ON SCHEDULE H, PART III, LINE 7. IU HEALTH'S MEDICARE SHORTFALL IS ATTRIBUTABLE TO REIMBURSEMENTS THAT ARE LESS THAN THE COST OF PROVIDING PATIENT CARE AND SERVICES TO MEDICARE BENEFICIARIES AND DOES NOT INCLUDE ANY AMOUNTS THAT RESULT FROM INEFFICIENCIES OR POOR MANAGEMENT. IU HEALTH ACCEPTS ALL MEDICARE PATIENTS KNOWING THAT THERE MAY BE SHORTFALLS; THEREFORE IT HAS TAKEN THE POSITION THAT ANY SHORTFALL SHOULD BE COUNTED AS PART OF ITS COMMUNITY BENEFIT. ADDITIONALLY, IT IS IMPLIED IN INTERNAL REVENUE SERVICE REVENUE RULING 69-545 THAT TREATING MEDICARE PATIENTS IS A COMMUNITY BENEFIT. REVENUE RULING 69-545, WHICH ESTABLISHED THE COMMUNITY BENEFIT STANDARD FOR NONPROFIT HOSPITALS, STATES THAT IF A HOSPITAL SERVES PATIENTS WITH GOVERNMENTAL HEALTH BENEFITS, INCLUDING MEDICARE, THEN THIS IS AN INDICATION THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	IU Health's FAP and written debt collection policy describe the collection practices applicable to patients, including those who may qualify for financial assistance. 1. Financial Assistance Application Financial Assistance Applications must include the following documentation: - All sources of Income for the last three (3) months. - Most recent three (3) months of pay stubs or Supplemental Security Income via Social Security. - Most recent three (3) statements from checking and savings accounts, certificates of deposit, stocks, bonds and money market accounts. - Most recent state and Federal Income Tax forms including Schedules C, D, E, and F. In the event the patient or guarantor's income does not warrant the filing of a federal tax statement, the individual may submit a notarized affidavit attesting to the foregoing. - Most recent W-2 statement. - For patients or members of the Household who are currently unemployed, Wage Inquiry from WorkOne. - If applicable, divorce/dissolution decrees and child custody order. Patients or their guarantors wishing to apply for Financial Assistance due to Financial Hardship are encouraged to submit an Application within ninety (90) days of discharge. Patients or their guarantors may submit an Application up to two-hundred and forty (240) days from the date of their initial post-discharge billing statement from IU Health, however, accounts may be subject to Extraordinary Collection Actions (ECA) as soon as one-hundred and twenty (120) days after receipt of the initial post-discharge billing statement. Patients or their guarantors submitting an incomplete Financial Assistance Application will receive written notification of the Application's deficiency upon discovery by IU Health. The Application will be pended for a period of forty-five (45) days from the date the notification is mailed. IU Health will suspend any ECA until the Application is complete or the expiration of the forty-five (45) day period. Patients with limited English proficiency may request a copy of this Policy, a Financial Assistance Application, and a Plain Language Summary in one of the below languages: - Arabic; - Burmese; - Burmese - Falam; - Burmese - Hakha Chin; - Mandarin/Chinese; or - Spanish The patient, and/or their representative, such as the patient's physician, family members, legal counsel, community or religious groups, social services or hospital personnel may request a Financial Assistance Application be mailed to a patient's primary mailing address free of charge. IU Health maintains the confidentiality of all Financial Assistance Applications and supporting documentation. IU Health will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance Application. 2. Financial Assistance Determinations IU Health will inform patients or guarantors of the results of their Application by providing the patient or guarantor with a Financial Assistance Determination within ninety (90) days of receiving a completed Application and all requested documentation. A patient's Financial Assistance Application and Financial Assistance Determination are specific to each date(s) of service and approved related encounters. If a patient or guarantor is granted less than full charity assistance and the patient or guarantor provides additional information for reconsideration, Revenue Cycle Services may amend a prior Financial Assistance Determination. 3. Extraordinary Collection Actions IU Health may refer delinquent patient accounts to a third-party collection agency after utilizing reasonable efforts to determine a patient's eligibility for assistance under this Policy. Reasonable efforts include the following: - IU Health will notify the patient of this Policy at least thirty (30) days prior to initiating an ECA. - IU Health will not initiate an ECA for at least one-hundred and twenty (120) days after the patient's initial post-discharge billing statement. - IU Health will review all Financial Assistance Applications received up to and including two-hundred and forty (240) days after the patient's initial post-discharge billing statement. IU Health will cease any ECAs it has initiated upon receipt of a Financial Assistance Application until a Financial Assistance Determination is made under this policy. - If an Application is Approved, IU Health will issue a revised statement, issue refunds, and make reasonable efforts to reverse ECAs as necessary. IU Health and its third-party collection agencies may initiate an ECA against a patient or their guarantor in accordance with this Policy and 26 C.F.R. § 1.501(r). ECAs may include the following: - Selling a patient or their guarantor's outstanding financial responsibility to a third party. - Reporting adverse information about the patient or their guarantor to consumer credit reporting agencies or credit bureaus. - Deferring or denying, or requiring a payment before providing, medically necessary care because of a patient or their guarantor's nonpayment of one or more bills for previously provided care covered under this Policy. - Actions requiring a legal or judicial process, including but not limited to placing a lien on a patient's or their guarantor's property, foreclosing on a patient's or their guarantor's real property, attaching or seizing a patient's or their guarantor's bank account or other personal property, commencing a civil action against a patient or their guarantor, causing a patient or guarantor's arrest, causing a patient and/or guarantor to be subject to a writ of body attachment, and garnishing a patient or guarantor's wages When it is necessary to engage in such action, IU Health and its third party collection agencies, will engage in fair, respectful and transparent collections activities. 4. Refunds Patients eligible for Financial Assistance under this Policy who remitted payment to IU Health in excess of their Patient Responsibility will be alerted to the overpayment as promptly after discovery as is reasonable given the nature of the overpayment. Patients with an outstanding account balance due on a separate account will have their refund applied to the outstanding balance. Patients without an outstanding account balance described above will be issued a refund check for their overpayment as soon as technically feasible.
Schedule H, Part V, Section B, Line 16a FAP website	- INDIANA UNIVERSITY HEALTH: Line 16a URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE;
Schedule H, Part V, Section B, Line 16b FAP Application website	- INDIANA UNIVERSITY HEALTH: Line 16b URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- INDIANA UNIVERSITY HEALTH: Line 16c URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE;
Schedule H, Part VI, Line 2 Needs assessment	Though IU Health Inc. believes its CHNA process is comprehensive, the CHNA is done on a triennial basis. Between CHNA cycles, IU Health Inc. gathers data and information to monitor the most current needs of the community. Additional sources of data and information include: * IU Health data analytics and information service teams; * Secondary data sources from Federal, state, and local entities with a focus on health behaviors, health outcomes, and social determinants of health; * Obtaining community organization and governmental agency perspectives; priority population perspectives; and other healthcare and hospital perspectives; * Reports that share findings and recommendations on certain populations within the community and/or health behaviors, health outcomes, or social determinants of health; * Evidence informed sources; and * Team member participation in partnering efforts (e.g., coalitions, advisory committees, task forces, etc.). The regular review of these sources of data and information rarely impact what the significant needs are between CHNA cycles. However, it does help influence the types or level of interventions to address the significant needs; prioritize resources to those groups or neighborhoods experiencing health disparities in the community; identify funding opportunities to support interventions; and strengthen or mobilize partnerships to improve health.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	IU Health takes several measures to inform its patients of the FAP and FAP-eligibility. These measures include the following: 1. Post this Policy, a Plain Language Summary of this Policy, and the Financial Assistance Application on its website. 2. Provide patients with a Plain Language Summary of this Policy during registration and/or discharge. 3. Post conspicuous displays in appropriate acute care settings such as emergency departments and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 4. Include a conspicuous written notice on all patient post-discharge billing statements notifying the patient about this Policy and the telephone number of the Customer Service Department which can assist patients with questions regarding this Policy. 5. Make available Customer Service representatives via telephone during normal business hours. 6. Mail copies of this Policy, a Plain Language Summary of this Policy, and a Financial Assistance Application to patients or their guarantor free of charge upon request. 7. Broadly communicate this Policy as a part of its general outreach efforts. 8. Educate patient-facing team members on this Policy and the process for referring patients to the program.
Schedule H, Part VI, Line 4 Community information	IU HEALTH SERVES A LARGE GEOGRAPHIC AREA IN CENTRAL INDIANA. IN COMPLETING CHNAS FOR ITS IU HEALTH ACADEMIC HEALTH CENTER AND IU HEALTH SAXONY HOSPITAL LOCATIONS, IU HEALTH DEFINED "COMMUNITY" AS THE COUNTY OF RESIDENCE FOR EACH HOSPITAL LOCATION. EACH INDIVIDUAL HOSPITAL LOCATION SERVES A UNIQUE SUBSECTION OF THE COMMUNITY FOR WHICH DETAILS ARE INCLUDED BELOW: IU HEALTH ACADEMIC HEALTH CENTER THE COMMUNITY FOR IU HEALTH ACADEMIC HEALTH CENTER'S PRIMARY SERVICE AREA IS DEFINED AS MARION COUNTY, THE COMMUNITY WHERE IU HEALTH ACADEMIC HEALTH CENTER IS LOCATED. THE SECONDARY SERVICE AREA IS COMPRISED OF ALL OTHER COUNTIES WITHIN THE STATE OF INDIANA. MARION COUNTY INCLUDES ZIP CODES WITHIN THE TOWNS OF BEECH GROVE, INDIANAPOLIS, LAWRENCE, SOUTHPORT, AND SPEEDWAY, PLUS PORTIONS OF PLAINFIELD, WHICH EXTENDS INTO HENDRICKS COUNTY. BASED ON THE CENSUS BUREAU DATA ESTIMATES FOR 2023, the most recent data available, MARION COUNTY'S POPULATION WAS 968,460 AND 51.5% WERE FEMALE. THE COUNTY'S POPULATION ESTIMATES BY RACE ARE 61.9% WHITE NON-HISPANIC, 30.0% BLACK NON-HISPANIC, 11.6% HISPANIC OR LATINO, 4.4% ASIAN, 0.5% AMERICAN INDIAN OR ALASKA NATIVE, AND 3.3% PERSONS REPORTING TWO OR MORE RACES. A VERY SMALL PERCENTAGE OF THE POPULATION IS ETHNIC GROUPS OTHER THAN THOSE LISTED ABOVE. IU HEALTH SAXONY HOSPITAL THE COMMUNITY FOR IU HEALTH SAXONY HOSPITAL'S PRIMARY SERVICE AREA IS DEFINED AS HAMILTON COUNTY, THE COUNTY WHERE IU HEALTH SAXONY HOSPITAL IS LOCATED, PLUS MARION, MADISON, AND HANCOCK COUNTIES. APPROXIMATELY 67% OF INPATIENT DISCHARGES ORIGINATE FROM THE PRIMARY SERVICE AREA. HAMILTON COUNTY INCLUDES ZIP CODES WITHIN THE TOWNS OF ARCADIA, ATLANTA, CARMEL, CICERO, FISHERS, NOBLESVILLE, SHERIDAN, AND WESTFIELD. BASED ON CENSUS BUREAU ESTIMATES FOR 2023, the most recent data available, HAMILTON COUNTY'S POPULATION WAS 371,645. JUST OVER HALF (50.6%) WERE FEMALE AND 49.4% WERE MALE. THE COUNTY'S POPULATION ESTIMATES BY RACE ARE 85.0% WHITE NON-HISPANIC, 5.1% BLACK, 4.9% HISPANIC OR LATINO, 7.3% ASIAN, 0.2% AMERICAN INDIAN OR ALASKA NATIVE, AND 2.4% TWO OR MORE RACES. A VERY SMALL PERCENTAGE OF THE POPULATION IS ETHNIC GROUPS OTHER THAN THOSE LISTED ABOVE.
Schedule H, Part VI, Line 5 Promotion of community health	IU Health's Board of Directors are mostly comprised of independent community members who reside in IU Health's primary service areas. IU Health extends medical privileges to all physicians who meet the credentialing qualifications necessary for appointment to its medical staff. IU Health does not deny appointments based on gender, race, creed, or national origin. IU Health in conjunction with the IU School of Medicine, trains over 1,000 residents and fellows in an exceptional environment, blending breakthrough research and treatments with the highest quality of patient care. IU Health and the IU School of Medicine recently invested together in a research collaboration to enhance joint capabilities in fundamental scientific investigation, translational research and clinical trials. The goal is to fund transformative proposals that will fundamentally change our understanding of these diseases and lead to important new therapies for patients. The three initial target research areas of cancer, neuroscience and cardiovascular represent research strengths at IU School of Medicine, key strategic service lines for IU Health, and important medical needs in a time of an aging population and rising healthcare costs. IU Health is building a new hospital in downtown Indianapolis (Marion County) to combine adult services into one location with inpatient and observation beds, a full-service outpatient center and a medical education building and on-site faculty offices. This new facility will consolidate IU Health Methodist and IU Health University Hospital(s). The hospital's development will also include a health district to support the health and well-being of the community around the new hospital that has experienced the reduction, and even elimination, of social and economic resources that impact health. Strategies will include efforts to increase access to affordable housing, quality education, healthcare workforce development, and safe neighborhoods.
Schedule H, Part VI, Line 6 Affiliated health care system	Indiana University Health Inc. is part of Indiana University Health ("IU Health "the healthcare system"), which is Indiana's most comprehensive healthcare system. A unique partnership with the Indiana University School of Medicine ("IU School of Medicine"), one of the nation's leading medical schools, gives patients access to innovative treatments and therapies. The healthcare system is comprised of hospitals, physicians and allied services dedicated to providing preeminent patient care and community health improvement throughout Indiana. IU Health's affiliate hospitals are divided into six regions that serve communities in Northwest, Northeast, Central and Southern Indiana. The 16 hospitals in the healthcare system include IU Health Inc. (i.e., the IU Health Academic Health Center consists of IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health and IU Health Saxony Hospital); IU Health Arnett; IU Health Ball; IU Health Bedford Hospital; IU Health Bloomington Hospital; IU Health Frankfort; IU Health Jay; IU Health North Hospital; IU Health Paoli Hospital; IU Health Tipton Hospital; IU Health West Hospital; and IU Health White Memorial Hospital. Each affiliate hospital in the healthcare system, along with community partners, conducts and adopts its own community health needs assessment (CHNA) and implementation strategy. IU Health considers the sum of these CHNAs and the implementation strategies part of a system wide vision of making Indiana one of the healthiest states in the nation. The healthcare system and its affiliate hospitals are keenly aware of the positive impact it can have on improving the health of communities throughout the state of Indiana by investing in local, community-based initiatives as well as system level strategies. The healthcare system includes an Academic Health Center (i.e., IU Health Inc.), a regional academic health center (i.e., IU Health Bloomington Hospital) and several affiliate hospitals (IU Health Arnett and IU Health Ball) that work in partnership with the IU School of Medicine to train physicians, blending breakthrough research and treatments with the highest quality of patient care throughout IU Health. Each year, more than 1,000 residents and fellows receive training in affiliate hospitals. Research conducted by IU School of Medicine faculty gives IU Health physicians and patients access to the most leading-edge and comprehensive treatment options. To further promote the health of the communities served by IU Health, the system-level Community Health Division partners with state and local community-based organizations, community coalitions and governmental agencies to focus on innovative models of care; community alliances and partnerships; anchor institution and advocacy strategies; and social determinants of health. All affiliate hospitals in the healthcare system identify and address significant needs unique to the communities they serve. However, some needs are common in communities served by multiple or all affiliate hospitals in the healthcare system and align with system priority areas, warranting a system level strategy. The Community Health Division, along with additional internal partners such as the Office of Health Equity Research and Evaluation (HERE) and the IU Health Foundation, plans and provides technical assistance for system-level strategies that address these common needs including health equity, tobacco and nicotine cessation, behavioral and substance use disorders, infant and maternal health, hypertension, and social determinants of health. For example, the Community Health Division is coordinating efforts to select and train community health workers who are placed throughout the system in outpatient and inpatient sites and do outreach through the WeCare and iHEART initiatives. These valued team members are from the communities being served by IU Health and have an intimate understanding of the needs of residents. Each affiliate hospital works collaboratively with the Community Health Division to align and activate local resources to support local and system strategies. This benefits the community each affiliate hospital serves and works towards a statewide impact (system-level) on health outcomes. As part of the Community Health Division, the Community Outreach and Engagement Program's IU Health Serves initiative, a system-level team member volunteer program, seeks to positively impact the health of communities IU Health affiliate hospitals serve and foster a culture of engagement and social responsibility. Each affiliate hospital coordinates the different initiatives of the program, including Days of Service. This is the largest volunteer event of the year, consisting of projects designed to engage each affiliate hospitals' team members in activities that address local, significant needs. The $200 million Community Impact and Investment (CII) Fund was established in 2018 by IU Health to financially support high-impact community investing. The focus of these efforts will address key social and environmental factors that impact historically marginalized and minoritized populations in the communities IU Health serves. Through the grants provided by this CII Fund, IU Health can strategically and intentionally address the social, economic, and environmental factors that impact the health of affiliate hospitals' surrounding communities. Each affiliate hospital and its team members are eligible to pursue this grant opportunity with a community organization.
Schedule H, Part VI, Line 7 State filing of community benefit report	IN

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (41 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
100 BLACK MEN INDIANAPOLIS
1500 E MICHIGAN STREET 8	Indianapolis	IN	46201	351813852	501(c)(3)	$25,000	Community Benefit
Allen Chapel Corporation of the AME Church Inc
1201 NW 111 Street	Miami	FL	33167	650923065	501(c)(3)	$15,000	General support
ASPIRE HIGHER FOUNDATION
1002 Udell St	Indianapolis	IN	46208	832261693	501(C)(3)	$250,000	General support
BOYS & GIRLS CLUBS OF IN
615 N Alabama St Suite 400	Indianapolis	IN	46204	350888754	501(c)(3)	$40,000	General support
Boys II Men Inc
4850 Guion Road	Indianapolis	IN	46254	352133391	501(c)(3)	$12,000	Community Benefit
Brightwood Community Center Inc
3130 EAST 30TH ST	Indianapolis	IN	46218	352291568	501(c)(3)	$15,000	Community Benefit
CENTRAL INDIANA COMMUNITY FOUNDATION
615 N Alabama St STE 119	Indianapolis	IN	46204	351793680	501(c)(3)	$102,000	Community Benefit
Community Alliance of the Far Eastside
615 N Alabama St STE 119	Indianapolis	IN	46204	351793680	501(c)(3)	$25,000	General support
Delta Research & Educational Foundation
1703 NEW HAMPSHIRE AVE NW	Washington	DC	20009	521338072	501(c)(3)	$20,000	General support
EMERGING PEARLS FOUNDATION
9042 Crystal Lake Dr	Indianapolis	IN	46240	261470770	501(c)(3)	$15,000	General support
First Baptist Church in Indianapolis
8600 N College Ave	Indianapolis	IN	46240	351065808	501(c)(3)	$25,000	General support
GENNESARET FREE CLINIC INC
615 N Alabama St	Indianapolis	IN	46204	351776518	501(c)(3)	$30,000	Health Access
GLEANERS FOOD BANK IN INC
3737 Waldemere Ave	Indianapolis	IN	46241	351483868	501(c)(3)	$100,000	Community Benefit
HABITAT FOR HUMANITY
3135 N Meridian St	Indianapolis	IN	46208	351715910	501(c)(3)	$100,000	General support
HEALTHNET INC
3401 Raymond St	Indianapolis	IN	46203	351579827	501(c)(3)	$627,000	General Support
IN MINORITY HEALTH COALITION
3737 NORTH MERIDIAN ST	Indianapolis	IN	46208	351294268	501(c)(3)	$50,000	General Support
INDIANA STATE MEDICAL ASSOCIATION
322 Canal Walk	Indianapolis	IN	46202	350411650	501(C)(3)	$10,000	General support
Indiana University
620 Union Drive	Indianapolis	IN	46202	356001673	Government entity	$362,653	Research
INDIANA YOUTH GROUP
3733 N Meridian St	Indianapolis	IN	46208	351760451	501(c)(3)	$5,100	General support
INDIANAPOLIS URBAN LEAGUE
777 Indiana Ave	Indianapolis	IN	46202	356060655	501(c)(3)	$42,500	General support
IVY ENDOWMENT INC
PO BOX 88474	Indianapolis	IN	46208	310962055	501(c)(3)	$15,000	General support
IWU Accelerator Inc
PO BOX 2900	Bloomington	IL	61702	370662594	501(c)(3)	$300,000	General support
JUNIOR ACHIEVEMENT
9449 Priority Way	Indianapolis	IN	46240	351003695	501(c)(3)	$25,000	General support
KEEP INDIANAPOLIS BEAUTIFUL
1029 FLETCHER AVE 100	Indianapolis	IN	46203	311005792	501(c)(3)	$57,570	General support
LA PLAZA INC
8902 EAST 38TH STREET	Indianapolis	IN	46226	300029575	501(c)(3)	$10,000	General support
Light of the World Christian Church
4646 Michigan Rd	Indianapolis	IN	46228	350899071	501(c)(3)	$25,000	General support
Mackida Loveal & Trip Mentoring Outreach Center Inc
3811 N Emerson Ave	Indianapolis	IN	46226	464445305	501(c)(3)	$30,000	General support
Martin University Inc
2186 NORTH SHERMAN DRIVE	Indianapolis	IN	46218	310970262	501(c)(3)	$25,000	General support
Meet Me Under The Bridge Inc
PO Box 42159	Indianapolis	IN	46242	270368555	501(c)(3)	$15,000	General support
Methodist Sports Medicine
201 PENNSYLVANIA PKWY STE 100	Indianapolis	IN	46280	352207586	501(c)(3)	$143,604	General support
Mt Nebo Missionary Baptist Church
2325 Hovey St	Indianapolis	IN	46208	571122253	501(c)(3)	$15,000	General support
National Coalition of 100 Black Women Indianapolis Chapter Inc
429 E Vermont St Ste 013	Indianapolis	IN	46202	351906071	501(c)(3)	$15,000	General support
New Direction Christian Church Inc
5330 E 38th	Indianapolis	IN	46218	351754899	501(c)(3)	$10,000	General support
PLAYWORKS
PO Box 7834	San Francisco	CA	94120	943251867	501(C)(6)	$15,000	General support
REACH FOR YOUTH INC
3505 Washington Blvd	Indianapolis	IN	46205	237456842	501(c)(3)	$20,000	General support
The Immigrant Welcome Center
40 E St	Indianapolis	IN	46204	203222424	501(c)(3)	$30,000	General support
The Links Inc Circle City IN Chapter
1300 E 86th St 116 Ste 14	Indianapolis	IN	46240	351857011	501(c)(3)	$15,000	General support
THE MILK BANK INC
8020 Castleway Drive	Indianapolis	IN	46250	201662573	501(c)(3)	$25,000	General support
TRINITY HAVEN
3561 N Pennsylvania St	Indianapolis	IN	46205	825358554	501(c)(3)	$25,000	General support
UNITED WAY CENTRAL IN
PO Box 88409	Indianapolis	IN	46208	351007590	501(c)(3)	$35,000	General support
Indiana University Health Foundation Inc
1633 N Capitol Ave 1200	Indianapolis	IN	46202	356043086	501(c)(3)	$15,044,150	Community Health/Spiritual Values

Field	Value	IRS element (for citing)
Total501c3 Org	40	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	ALTHOUGH IU HEALTH DOES NOT MONITOR THE USE OF GRANT FUNDS ONCE DISTRIBUTED, THROUGH DUE DILIGENCE THE ORGANIZATION HAS REASONABLY CONFIRMED THAT THE ENTITIES TO WHICH THE CONTRIBUTIONS ARE MADE ARE HIGHLY REPUTABLE IN THE COMMUNITY AND USE THE FUNDS FOR THE PURPOSES INTENDED.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DENNIS M MURPHY
DIRECTOR/PRESIDENT & CEO	$1,988,320	$0	$1,396,065	$0	$602,815	$0	$920,584	$0	$62,255	$0	$4,970,039	$0	$422,762	$0
LARRY H STEVENS MD
DIRECTOR	$43,500	$482,293	$0	$41,298	$0	$37,796	$0	$13,200	$0	$29,945	$43,500	$604,532	$0	$0
JENNIFER M ALVEY
TREASURER/SVP & CFO	$1,080,062	$0	$379,971	$0	$141,588	$0	$204,900	$0	$59,403	$0	$1,865,924	$0	$104,423	$0
ERIN R LEWIS
Secretary/EVP/CAO & Gen. Counsel	$827,122	$0	$287,565	$0	$3,351	$0	$168,867	$0	$51,349	$0	$1,338,252	$0	$0	$0
PAUL M CALKINS MD
FORMER KEY EMPLOYEE	$511,890	$0	$53,240	$0	$6,858	$0	$13,200	$0	$49,270	$0	$634,457	$0	$0	$0
RYAN D NAGY MD
PRESIDENT (AAHC)	$0	$738,463	$0	$282,051	$0	$166,890	$0	$150,000	$0	$22,868	$0	$1,360,271	$0	$103,846
DAVID A INGRAM MD
EVP & CME	$0	$797,645	$0	$350,418	$0	$121,508	$0	$191,658	$0	$30,000	$0	$1,491,229	$0	$0
Gil Peri
President (Riley)	$793,048	$0	$293,150	$0	$729	$0	$157,200	$0	$63,332	$0	$1,307,458	$0	$0	$0
Jason H Gilbert RN
EVP & CNE	$522,047	$0	$208,639	$0	$2,439	$0	$123,613	$0	$56,912	$0	$913,649	$0	$0	$0
MICHELLE A JANNEY RN
EVP & COO	$1,185,573	$0	$509,512	$0	$266,363	$0	$261,000	$0	$39,768	$0	$2,262,217	$0	$107,365	$0
JEFFREY C BIRD MD
PRESIDENT (ECR)	$603,910	$0	$263,314	$0	$117,973	$0	$121,200	$0	$50,992	$0	$1,157,389	$0	$96,303	$0
KENNETH DOUG PUCKETT
PRESIDENT (ISR)	$617,426	$0	$197,863	$0	$85,959	$0	$125,376	$0	$58,127	$0	$1,084,751	$0	$55,354	$0
BRIAN T SHOCKNEY
PRESIDENT (SCR) (Part Year)/SVP System Regional Operations	$721,623	$0	$270,916	$0	$43,686	$0	$145,015	$0	$66,031	$0	$1,247,272	$0	$0	$0
RONALD L STIVER
PRESIDENT (SHS)	$745,488	$0	$279,296	$0	$326,255	$0	$148,542	$0	$64,903	$0	$1,564,485	$0	$169,748	$0
Timothy A Tarnowski
SVP & CIO	$341,713	$0	$220,490	$0	$392,736	$0	$75,238	$0	$14,092	$0	$1,044,268	$0	$307,805	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments	Tax gross ups were provided to one director/officer and two highest compensated employees, listed on IU Health's Form 990. The tax gross ups were treated as taxable compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	DENNIS M. MURPHY, MICHELLE A. JANNEY, R.N., JENNIFER M. ALVEY, RONALD L. STIVER, DAVID A. INGRAM, M.D., RYAN D. NAGY, M.D., ERIN R. LEWIS, GIL PERI, BRIAN T. SHOCKNEY, JEFFREY C. BIRD, M.D., KENNETH D. PUCKETT, TIMOTHY A. TARNOWSKI, AND JASON H. GILBERT, R.N., PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN THESE CRITICAL EMPLOYEES. THE PLAN PROVIDES FOR AN ADDITIONAL RETIREMENT BENEFIT FOR SERVICE THROUGH NORMAL RETIREMENT OR OTHER KEY DATES. IF THE EXECUTIVE LEAVES PRIOR TO RETIREMENT OR OTHER KEY DATES, THE BENEFIT MAY BE FORFEITED OR REDUCED. EACH OF THE EXECUTIVES LISTED ABOVE HAVE AN AMOUNT INCLUDED IN COLUMN C, DEFERRED COMPENSATION, REPRESENTING THE CURRENT YEAR UNVESTED CONTRIBUTIONS MADE UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THESE AMOUNTS WERE NOT PAID TO THE EXECUTIVES DURING THE YEAR. THE FOLLOWING EXECUTIVES HAVE AN AMOUNT INCLUDED IN COLUMN B (III), OTHER REPORTABLE COMPENSATION, REPRESENTING THE CURRENT YEAR VESTED AMOUNTS RECEIVED UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: - DENNIS M. MURPHY: $586,627 - MICHELLE A. JANNEY, R.N. $251,156 - JENNIFER M. ALVEY: $134,097 - RONALD L. STIVER: $322,904 - DAVID INGRAM, M.D.: $115,877 - RYAN D. NAGY, M.D.: $164,450 - BRIAN T. SHOCKNEY: $38,055 - JEFFREY C. BIRD M.D.: $102,766 - KENNETH D. PUCKETT: $76,458 - TIMOTHY A. TARNOWSKI $385,048 DENNIS M. MURPHY HAS A RETENTION AGREEMENT WHICH WAS SIGNED IN 2019. THE ANTICIPATED VESTING AND PAYOUT DATE OF THE RETENTION BONUS IS 1/1/25.
Schedule J, Part I, Line 7 Non-fixed payments	Amounts disclosed in Column B(ii) include a long-term incentive for certain executives. Although these plans are based on a fixed formula that has been approved by the Board of Directors based upon certain qualitative and quantitative factors and goals, all discretionary incentive plans must be approved by the Committee on Personnel and Compensation and Board of Directors prior to any incentive payout.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
INDIANA FINANCE AUTHORITY
A	351602316	45471AEN8	2016-05-05	$107,790,000	SERIES 2011L AND M BONDS	false	false	false
INDIANA FINANCE AUTHORITY
B	351602316	45471ANR9	2014-10-14	$80,777,895	SERIES 2014A BONDS	false	false	false
INDIANA FINANCE AUTHORITY
C	351602316	45471ANY4	2015-05-07	$314,416,912	SERIES 2015A BONDS	false	false	false
INDIANA FINANCE AUTHORITY
D	351602316	45471APJ5	2016-02-18	$290,611,029	SERIES 2016A, B, AND C BONDS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$107,790,000	$0	$0	$0	$0	$0	$0	$0	$107,790,000	$0	2016	Yes (true)	false	Yes (true)	Yes (true)
B	$37,705,000	$0	$82,344,679	$0	$0	$0	$793,499	$0	$0	$0	$81,551,179	$0	2014	false	Yes (true)	Yes (true)	Yes (true)
C	$0	$0	$314,633,314	$0	$0	$0	$2,122,523	$0	$0	$0	$312,510,791	$0	2015	false	Yes (true)	Yes (true)	Yes (true)
D	$207,925,000	$0	$290,611,029	$0	$0	$0	$1,641,061	$0	$0	$0	$288,969,968	$0	2016	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	false	Yes (true)
C	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	false	Yes (true)
D	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	false	false	Yes (true)	false	Yes (true)	false	false	false	Yes (true)
B	false	false	false	Yes (true)	false	false	false	false	Yes (true)
C	false	false	false	Yes (true)	false	false	false	false	Yes (true)
D	false	false	Yes (true)	false	Yes (true)	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part I Page 1, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2011L AND M BONDS WERE ISSUED ON MAY 25, 2011 IN ORDER TO PROVIDE FUNDING FOR THE NEW CONSTRUCTION OF BUILDINGS AND STRUCTURES AND THE PURCHASE OF EQUIPMENT. A 2016 REISSUANCE OF THE INDIANA FINANCE AUTHORITY HOSPITAL REVENUE BONDS, SERIES 2011L AND 2011M OCCURRED ON MAY 5, 2016, AND WAS TREATED AS A CURRENT REFUNDING OF SUCH BONDS.
Schedule K, Part I Page 1, LINE B, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2014A BONDS WERE ISSUED IN ORDER TO ADVANCE REFUND THE SERIES 2006 AND SERIES 2009A BONDS OF INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC., A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION, AND TO PAY CERTAIN EXPENSES RELATED TO THE ISSUANCE. THE SERIES 2006 AND SERIES 2009A BONDS WERE ISSUED ON MAY 31, 2006 AND DECEMBER 8, 2009, RESPECTIVELY. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS.
Schedule K, Part I Page 1, LINE C, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2015A BONDS WERE ISSUED IN ORDER TO ADVANCE REFUND THE SERIES 2006A BONDS AS WELL AS TAXABLE BONDS, SERIES 2011J AND K, AND A TAXABLE BANK LOAN. THE SERIES 2006B BONDS WERE ISSUED ON JANUARY 24, 2006. THE SERIES 2011J AND K BONDS WERE ISSUED ON MAY 5, 2011. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS.
Schedule K, Part I Page 1, LINE D, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2016A, B, AND C BONDS WERE ISSUED IN ORDER TO REFUND A PORTION OF THE SERIES 2006B BONDS. THE SERIES 2006B BONDS WERE ISSUED ON SEPTEMBER 14, 2006.
Schedule K, Part I Page 1 (Cont'd), LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE	A MULTIPURPOSE ELECTION WAS MADE WITH RESPECT TO THE 2019ABC BONDS. THE SERIES 2019A AND B BONDS WERE ISSUED ON JULY 2, 2019 IN ORDER TO PROVIDE FUNDING FOR THE NEW CONSTRUCTION OF BUILDINGS AND STRUCTURES. THE SERIES 2019C BONDS WERE ISSUED IN ORDER TO REFUND A PORTION OF THE SERIES 2011A, 2011B, 2011C, 2011D, 2011E, 2011H, and 2011I BONDS. IF CALCULATING LINES III-4, III-5, AND III-6 FOR EACH OF THESE TWO COMPONENTS (ONE BEING 2019A AND B ("2019AB") AND ONE BEING 2019C ("2019C")), THE PERCENTAGES WOULD BE 0% with respect to 2019AB and 0% WITH RESPECT TO 2019C. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS OF $1,482,141.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE	TOTAL PROCEEDS OF ISSUE DISCLOSED ON PART II, LINE 3 ARE SOMETIMES HIGHER THAN THE ISSUE PRICE DISCLOSED IN PART I DUE TO THE INVESTMENT EARNINGS ON THE BOND PROCEEDS: SCHEDULE K, PAGE 1, COLUMN B, SERIES 2014A BONDS: ISSUE PRICE: $80,777,895 EARNINGS: $1,566,784 TOTAL PROCEEDS: $82,344,679 SCHEDULE K, PAGE 1, COLUMN C, SERIES 2015A BONDS: ISSUE PRICE: $314,416,912 EARNINGS: $216,402 TOTAL PROCEEDS: $314,633,314 SCHEDULE K, PAGE 1 (Cont'd), COLUMN A, SERIES 2019A, 2019B AND 2019C BONDS: ISSUE PRICE: $370,318,185 EARNINGS: $1,482,141 TOTAL PROCEEDS: $371,800,326 SCHEDULE K, PAGE 1 (Cont'd), COLUMN B, SERIES 2023A AND B BONDS: ISSUE PRICE: $754,029,354 EARNINGS: $3,948,088 TOTAL PROCEEDS: $757,977,442
Schedule K, Part III LINES 4, 5, AND 6 - P.B.U. PERCENTAGES	IU HEALTH GENERALLY ONLY FINANCES A PORTION OF EACH PROJECT WITH TAX-EXEMPT BONDS. FUNDS OTHER THAN TAX-EXEMPT BONDS ARE SUFFICIENT TO COVER THE AMOUNT OF ANY PRIVATE BUSINESS USE.
Schedule K, Part I Page 1 (Cont'd), LINE B, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2023A AND B BONDS WERE ISSUED FOR THE PURPOSE OF FINANCING THE COST OF CERTAIN HEALTH FACILITY PROPERTY, PAYING OFF A PORTION OF A TAXABLE LINE OF CREDIT THE PROCEEDS OF WHICH WERE USED TO REIMBURSE CERTAIN COSTS OF PROJECTS AT INDIANA UNIVERSITY HEALTH BLOOMINGTON HOSPITAL AND RILEY HOSPITAL FOR CHILDREN AT INDIANA UNIVERSITY HEALTH AND PAYING CAPITALIZED INTEREST ON THE NEW MONEY PORTION.
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 03/01/2016
Schedule K, Part IV, Line 2c COLUMN C	Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/11/2016

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
INDIANA FINANCE AUTHORITY
A	351602316	45470YEX5	2019-07-02	$370,318,185	SERIES 2019A, B AND C BONDS	false	false	false
INDIANA FINANCE AUTHORITY
B	351602316	45470YFK2	2023-07-06	$754,029,354	SERIES 2023A AND B BONDS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$85,715,000	$0	$371,800,326	$0	$0	$0	$1,348,373	$0	$0	$256,482,141	$113,969,813	$0	2021	Yes (true)	false	Yes (true)	Yes (true)
B	$0	$0	$757,977,442	$0	$6,384,322	$0	$4,023,224	$0	$0	$314,863,992	$165,000,000	$267,705,904		false	Yes (true)	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0	0.0	0.0	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0	0.0	0.0	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	false	false	Yes (true)	false	Yes (true)	false	false	false	Yes (true)
B	false	Yes (true)	false	false	Yes (true)	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
JILAINE STEVENS
SPOUSE OF IUH, INC. DIRECTOR, LARRY STEVENS	$67,514	TOTAL TAXABLE AND NON-TAXABLE COMPENSATION FOR EMPLOYMENT IN THE NORMAL COURSE OF BUSINESS	false
Linda Thomas
Sister of IUH, Inc. Director, Alicia Monroe	$83,890	TOTAL TAXABLE AND NON-TAXABLE COMPENSATION FOR EMPLOYMENT IN THE NORMAL COURSE OF BUSINESS	false

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 514,610,937 including grants of $ 0)(Revenue $ 585,268,487) MEMBER PREMIUM REVENUE: The Indiana University Health System has agreements to provide medical services to subscribing participants or members that generally provide for predefined payments (on a per member, per month basis), regardless of services actually performed. The cost to provide health care services under these agreements is accrued in the period in which the health care services are provided to a member based, in part, on estimates, including an accrual for medical services provided but not yet reported.
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 422,910,904 including grants of $ 0)(Revenue $ 480,977,777) PHARMACY SERVICES: Our network of pharmacies offers the ease of "one-stop" shopping. With services designed to meet your needs, we will provide expert care and help patients make the best use of their medications.
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 45,240,689 including grants of $ 0)(Revenue $ 51,452,365) ALL OTHER PROGRAMS, SUCH AS RENT FROM RELATED 501(c)(3) ORGANIZATIONS, INCOME FROM PASS-THROUGH ENTITIES
Form 990, Part VI, Line 2 FAMILY OR BUSINESS RELATIONSHIPS	CERTAIN OFFICERS, DIRECTORS OR KEY EMPLOYEES OF INDIANA UNIVERSITY HEALTH, INC. (IU HEALTH) ALSO SERVE ON THE BOARDS OR AS OFFICERS OF RELATED OR UNRELATED FOR-PROFIT ORGANIZATIONS, AS NOTED BELOW. NO ADDITIONAL COMPENSATION WAS PROVIDED TO THESE INDIVIDUALS FOR THEIR SERVICE TO RELATED ORGANIZATIONS.
Form 990, Part VI, Line 15 PROCESS FOR DETERMINING COMPENSATION	IU HEALTH USES A THOROUGH PROCESS TO DETERMINE THE COMPENSATION OF ITS PRESIDENT AND CHIEF EXECUTIVE OFFICER, OTHER OFFICERS, AND KEY EMPLOYEES. THE PROCESS INCLUDES THE FOLLOWING: (1) THE BOARD OF DIRECTORS ("BOARD") HAS ESTABLISHED A TALENT MANAGEMENT AND EXECUTIVE COMPENSATION COMMITTEE ("TMECC"), THE PURPOSE OF WHICH INCLUDES REVIEWING AND MAKING RECOMMENDATIONS REGARDING EXECUTIVE PAY AND BENEFITS (COLLECTIVELY REFERRED TO AS "COMPENSATION") ON AN ANNUAL BASIS IN APRIL. THE TMECC IS MADE UP OF MEMBERS OF THE BOARD THAT ARE NEITHER PHYSICIANS NOR EMPLOYEES AND DO NOT OTHERWISE HAVE A CONFLICT OF INTEREST REGARDING ANY OF IU HEALTH'S COMPENSATION ARRANGEMENTS. THE TMECC REVIEWS AN EXECUTIVE'S ENTIRE COMPENSATION PACKAGE INCLUDING BASE SALARY, SHORT-TERM AND LONG-TERM INCENTIVES, HEALTH AND WELFARE BENEFITS, QUALIFIED AND NONQUALIFIED RETIREMENT PLANS, AS WELL AS ANY ADDITIONAL FRINGE BENEFITS. AS DEEMED APPROPRIATE, THE COMMITTEE ON FINANCE, WHICH IS ALSO MADE UP OF MEMBERS OF THE BOARD, MAY ALSO REVIEW EXECUTIVE COMPENSATION AND BENEFITS. (2) THE TMECC ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM ON AN ANNUAL BASIS TO CONDUCT A COMPENSATION ANALYSIS FOR ITS EXECUTIVE GROUP, WHICH CONSISTS OF EMPLOYEES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. THE CURRENT COMPENSATION ADVISOR IS SULLIVANCOTTER. SULLIVANCOTTER PERFORMS ITS ANALYSIS IN THE FORM OF A COMPENSATION SURVEY ("SURVEY") THAT INCLUDES RELEVANT COMPARABILITY DATA FOR COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH GOVERNMENTAL AND TAX EXEMPT) FOR FUNCTIONALLY COMPARABLE POSITIONS AS WELL AS THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA. SULLIVANCOTTER THEN PREPARES A SURVEY REPORT AND PROVIDES RECOMMENDATIONS TO THE TMECC, IF DEEMED APPROPRIATE, ON CHANGES IN EXECUTIVE COMPENSATION. A SEPARATE ANALYSIS USING THE SAME METHODOLOGY IS DONE FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. (3) THE TMECC THEN REVIEWS SULLIVANCOTTER'S REPORT AND RECOMMENDATIONS AND, IF APPROPRIATE, VOTES ON WHETHER TO RECOMMEND ANY CHANGES IN EXECUTIVE COMPENSATION TO THE BOARD. THE TMECC WILL ONLY RECOMMEND CHANGES TO THE BOARD IF THEY ARE CONSISTENT WITH THE BOARD'S PHILOSOPHY ON COMPENSATION MATTERS AND ARE DEEMED REASONABLE BASED UPON THE INDEPENDENT ANALYSIS PROVIDED BY SULLIVANCOTTER. THE TMECC'S REVIEW, DISCUSSION AND VOTE ARE DOCUMENTED IN THE MINUTES FOR THE MEETING. THERE ARE NO EXECUTIVES PRESENT DURING THE FINAL DISCUSSION AND APPROVAL. (4) THE BOARD THEN REVIEWS THE REPORT PREPARED BY SULLIVANCOTTER AS WELL AS THE RECOMMENDATIONS OF THE TMECC AS TO ANY CHANGES IN EXECUTIVE COMPENSATION. AS DEEMED APPROPRIATE, THE COMMITTEE ON FINANCE MAY ALSO PROVIDE ITS REVIEW OF THE TMECC'S RECOMMENDATIONS ON ANY CHANGES IN EXECUTIVE COMPENSATION. THIS REVIEW AND DISCUSSION ARE DOCUMENTED IN THE MINUTES. (5) THE BOARD THEN VOTES ON WHETHER TO ACCEPT THE TMECC'S RECOMMENDATIONS ON ANY CHANGES IN EXECUTIVE COMPENSATION. CHANGES IN EXECUTIVE COMPENSATION ARE MADE IF APPROVED BY THE TMECC AND BOARD ON AN ANNUAL BASIS, OR AS NECESSARY THROUGHOUT THE YEAR. THE DISCUSSION AND APPROVAL ARE DOCUMENTED IN THE MINUTES OF THE MEETING. THERE ARE NO EXECUTIVES PRESENT DURING THE FINAL DISCUSSION AND APPROVAL. IU HEALTH'S GENERAL COUNSEL ALSO PREPARES A FORMAL WRITTEN OPINION REVIEWING THE EXECUTIVE COMPENSATION APPROVAL PROCESS, COMPARING IT TO THE INTERMEDIATE SANCTIONS TEST OF IRC SECTION 4958. IF WARRANTED, IU HEALTH'S GENERAL COUNSEL MAY ALSO PROVIDE COMMENTS REGARDING THE EXECUTIVE COMPENSATION APPROVAL PROCESS AS IT 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 TMECC 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 EXECUTIVES AND THE BOARD. THESE ACHIEVEMENTS MAY ALSO BE REVIEWED WITH THE COMMITTEE ON FINANCE. THE BOARD, AT ITS DISCRETION, MAY APPROVE BONUS PAYMENTS BASED UPON THE ACHIEVEMENT OF THE GOALS. THE DISCUSSION AND VOTE OF THE TMECC 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 TMECC AND AUDIT and compliance COMMITTEE ALSO REVIEW FORM 990 DISCLOSURES RELATED TO EXECUTIVE COMPENSATION AS WELL AS THE ORGANIZATION'S PRACTICES AND APPROVAL PROCESSES PRIOR TO THE FILING OF THE FORM 990 RETURN WITH THE INTERNAL REVENUE SERVICE.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	IUH ASSURANCE SPC, LTD. JENNIFER ALVEY, MICHELLE JANNEY, ERIN LEWIS - Business relationship, IU HEALTH RISK RETENTION GROUP, INC. JENNIFER ALVEY, MICHELLE JANNEY, ERIN LEWIS - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholders	THERE SHALL BE TWO CLASSES OF MEMBERS OF THE CORPORATION. ONE CLASS, KNOWN AS THE UNIVERSITY CLASS, SHALL CONSIST OF THOSE PERSONS SERVING FROM TIME TO TIME AS THE TRUSTEES OF INDIANA UNIVERSITY. THE OTHER CLASS, KNOWN AS THE METHODIST CLASS, SHALL CONSIST OF THE MEMBERS OF THE METHODIST HEALTH GROUP, INC.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	EXCEPT AS OTHERWISE PROVIDED IN THE ARTICLES OR BYLAWS, EACH CLASS OF MEMBERS SHALL BE ENTITLED TO ONE (1) VOTE UPON EACH QUESTION WHICH PROPERLY COMES BEFORE A MEETING OF THE MEMBERS. UNLESS OTHERWISE SPECIFIED BY LAW OR THE TRUSTEES OF INDIANA UNIVERSITY, THE VOTE OF THE UNIVERSITY CLASS SHALL BE DETERMINED BY A MAJORITY VOTE OF THE CONSTITUENTS OF THE UNIVERSITY CLASS WHO ARE PRESENT AT A MEETING AT WHICH A QUORUM IS PRESENT AND A QUORUM SHALL CONSIST OF A MAJORITY OF THE CONSTITUENTS OF THE UNIVERSITY CLASS. THE VOTE OF THE METHODIST CLASS SHALL BE DETERMINED BY A TWO-THIRDS (2/3) MAJORITY OF THE MEMBERS OF THE METHODIST HEALTH GROUP, INC. OR OTHERWISE AS SET FORTH FROM TIME TO TIME IN THE CONSTITUENT INSTRUMENTS OF THE METHODIST HEALTH GROUP, INC. BOTH MEMBER CLASSES MAY TAKE ACTION WITHOUT A MEETING IF A CONSENT IN WRITING SETTING FORTH THE ACTION SO TAKEN SHALL BE APPROVED BY AT LEAST EIGHTY (80) PERCENT OF THE CONSTITUENTS OF THE RESPECTIVE MEMBER CLASS OR SUCH GREATER PERCENTAGE AS THAT MEMBER CLASS DETERMINES TO BE NECESSARY FOR APPROVAL OF AN ACTION WITHOUT A MEETING. The Corporation shall, as specified in the Articles, have fifteen (15) Directors. WITH REGARD TO THE APPOINTMENT OF THE BOARD OF DIRECTORS OF THE CORPORATION, THE DIRECTORS, EACH OF WHOM SHALL HAVE ONE VOTE, WILL BE SELECTED AS FOLLOWS: (A) EIGHT (8) AT-LARGE DIRECTORS SHALL BE JOINTLY ELECTED BY THE AFFIRMATIVE VOTE OF BOTH MEMBER CLASSES (THE "AT-LARGE DIRECTORS"). (B) TWO (2) DIRECTORS SHALL BE APPOINTED BY THE METHODIST CLASS. (C) THE PRESIDENT OF INDIANA UNIVERSITY, THE DEAN OF INDIANA UNIVERSITY SCHOOL OF MEDICINE (THE "DEAN"), AND THE CHAIR OF THE IU BOARD OF TRUSTEES OR ANOTHER IU TRUSTEE DESIGNATED BY THE CHAIR OF THE BOARD OF TRUSTEES, SHALL EACH BE A STANDING DIRECTOR OF THE UNIVERSITY CLASS, REFERRED TO COLLECTIVELY AS "UNIVERSITY STANDING DIRECTORS". (D) THE BISHOP OF THE INDIANA AREA OF THE UNITED METHODIST CHURCH (THE "BISHOP") SHALL BE AN EX OFFICIO DIRECTOR. IF THE BISHOP DETERMINES THAT HE/SHE IS UNABLE TO SERVE AS DIRECTOR FOR AN UPCOMING YEAR, THE BISHOP MAY NAME A DESIGNEE TO SERVE AS A DIRECTOR BY PROVIDING NOTIFICATION OF SUCH DESIGNEE TO THE CORPORATION AT OR BEFORE THE ANNUAL MEETING OF THE CORPORATION. DIRECTORS NAMED IN (B) AND (D) ABOVE ARE REFERRED TO COLLECTIVELY HAS "METHODIST STANDING DIRECTORS. " (E) THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION (THE "PRESIDENT") SHALL BE AN EX OFFICIO DIRECTOR. NO MORE THAN TWENTY PERCENT (20%) OF THE DIRECTORS SHALL BE PHYSICIANS WHO ARE PROVIDING PROFESSIONAL SERVICES TO THE CORPORATION.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	NOTWITHSTANDING ANY OTHER PROVISIONS OF THE ARTICLES OF INCORPORATION, THE FOLLOWING MATTERS REQUIRE THE APPROVAL OF THE UNIVERSITY CLASS PRIOR TO IMPLEMENTATION: (A) ANY SALE, LEASE, TRANSFER OR OTHER ALIENATION OF THE INDIANA UNIVERSITY HOSPITALS REAL PROPERTY, AS DEFINED IN THE DEFINITIVE AGREEMENT, INCLUDING ANY ASSIGNMENT OF THE UNIVERSITY HOSPITALS LEASE BY AND BETWEEN THE TRUSTEES OF INDIANA UNIVERSITY AND THE CORPORATION, EXCEPT AS OTHERWISE AUTHORIZED BY RESOLUTION OR AGREEMENT OF THE TRUSTEES OF INDIANA UNIVERSITY. (B) ANY PROPOSAL BY THE CORPORATION WHICH CONFLICTS WITH THE FOLLOWING PRINCIPLE: THE CORPORATION WILL CONTINUE TO MAKE ALL PATIENTS AVAILABLE FOR MEDICAL EDUCATION UNLESS OTHERWISE REQUESTED BY THE PATIENT OR HIS/HER FAMILY, AS THE MAJOR CLINICAL TEACHING RESOURCE FOR THE INDIANA UNIVERSITY SCHOOL OF MEDICINE. (C) ANY CHANGE IN THE FORMULA USED TO CALCULATE THE AMOUNT OF SUPPORT PROVIDED TO THE INDIANA UNIVERSITY SCHOOL OF MEDICINE, AS REFERENCED IN THE ARTICLES OF INCORPORATION. (D) ANY PROPOSED ACTION REGARDING THE OPERATION OF INDIANA UNIVERSITY HOSPITALS, INCLUDING THE JAMES WHITCOMB RILEY HOSPITAL FOR CHILDREN, WHICH WOULD CONFLICT WITH OR BE CONTRARY TO THE REQUIREMENTS SET FORTH IN THE TRUSTEES RESOLUTIONS. (E) ANY SALE OR OTHER ALIENATION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR OPERATIONS OF THE CORPORATION, AND ANY MERGER, CONSOLIDATION, CHANGE OF VOTING CONTROL OR OTHER REORGANIZATION OF THE CORPORATION. (F) AMENDMENT, ALTERATION OR REPEAL OF THE ARTICLES OF INCORPORATION (G) ANY DISSOLUTION OF THE CORPORATION, EXCEPT AS OTHERWISE REQUIRED BY LAW. (H) ANY REVISION TO, OR MODIFICATION OR REVOCATION OF THE CORE VALUES. (I) ANY TRANSFER OF THE MEMBERSHIP OF EITHER OF THE MEMBER CLASSES. (J) ANY AMENDMENT TO THE DEFINITIVE AGREEMENT. NOTWITHSTANDING ANY OTHER PROVISIONS OF THE ARTICLES OF INCORPORATION, THE FOLLOWING MATTERS REQUIRE THE APPROVAL OF THE METHODIST CLASS PRIOR TO IMPLEMENTATION: (A) ANY SALE OR OTHER ALIENATION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR OPERATIONS OF THE CORPORATION, AND ANY MERGER, CONSOLIDATION, CHANGE OF VOTING CONTROL, OR OTHER REORGANIZATION OF THE CORPORATION. (B) AMENDMENT, ALTERATION OR REPEAL OF THE ARTICLES OF INCORPORATION. (C) ANY DISSOLUTION OF THE CORPORATION, EXCEPT AS OTHERWISE REQUIRED BY LAW. (D) ANY REVISIONS TO, OR MODIFICATIONS OR REVOCATION OF THE CORE VALUES. (E) ANY TRANSFER OF THE MEMBERSHIP OF EITHER OF THE MEMBER CLASSES. (F) ANY AMENDMENT TO THE DEFINITIVE AGREEMENT.
Form 990, Part VI, Line 11b Review of form 990 by governing body	A THOROUGH PROCESS WAS USED BY IU HEALTH TO REVIEW THE FORM 990 AND RELATED SCHEDULES PRIOR TO ITS FILING. THE BOARD OF DIRECTORS' COMMITTEE ON VALUES, ETHICS, SOCIAL RESPONSIBILITY, AND PASTORAL SERVICES REVIEWED THE FOLLOWING SECTION OF THE FORM 990: 1. SCHEDULE H - HOSPITALS THE BOARD OF DIRECTORS' COMMITTEE ON Talent Management and Executive Compensation REVIEWED THE FOLLOWING SECTIONS OF THE FORM 990 1. PART VI - GOVERNANCE, MANAGEMENT, AND DISCLOSURE 2. PART VII - COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND INDEPENDENT CONTRACTORS 3. SCHEDULE J - COMPENSATION INFORMATION THE BOARD OF DIRECTORS' AUDIT and compliance COMMITTEE WAS ALSO PROVIDED WITH A COMPLETE COPY OF THE FORM 990 AND RELATED SCHEDULES TO REVIEW. AFTER THE REVIEW FROM THE AFOREMENTIONED COMMITTEES, A COMPLETE COPY OF THE FORM 990 AND RELATED SCHEDULES WAS MADE AVAILABLE TO EACH BOARD MEMBER ON A SECURE INTRANET SITE. EACH MEMBER WAS ALSO INFORMED OF THE AVAILABILITY OF THE TAX DEPARTMENT TO ANSWER ANY QUESTIONS.
Form 990, Part VI, Line 12c Conflict of interest policy	ALL IU HEALTH EMPLOYEES, ASSOCIATES, COLLEAGUES AND CONTRACTED PERSONNEL, INCLUDING EMPLOYED PHYSICIANS AND PAID MEDICAL DIRECTORS ("IU HEALTH REPRESENTATIVES") ARE COVERED BY AND SUBJECT TO ITS CONFLICT OF INTEREST POLICY. IU HEALTH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH THE FOLLOWING PROCEDURES: (A) ON AN ANNUAL BASIS, EACH IU HEALTH REPRESENTATIVE AT THE LEVEL OF MANAGER OR ABOVE, TOGETHER WITH EVERY OTHER PERSON DESIGNATED BY THE CORPORATE COMPLIANCE DEPARTMENT ("DEPARTMENT"), MUST COMPLETE, SIGN AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE ("QUESTIONNAIRE") TO THE DEPARTMENT. GOVERNING BOARD MEMBERS, COMMITTEE MEMBERS, CORPORATE OFFICERS, MEDICAL STAFF AND RESEARCHERS MUST COMPLY WITH THE ADMINISTRATIVE REQUIREMENTS NOTED IN THE RESPECTIVE POLICIES AND PROCEDURES RELATIVE TO THOSE AREAS. (B) AN IU HEALTH REPRESENTATIVE MUST SUPPLEMENT A QUESTIONNAIRE IN WRITING, IF AFTER COMPLETION OF THE ORIGINAL QUESTIONNAIRE, A SITUATION ARISES, OR MAY REASONABLY BE EXPECTED TO ARISE, THAT WOULD CHANGE ANY ANSWER OR INFORMATION ON THE ORIGINAL QUESTIONNAIRE IF THE SITUATION HAD EXISTED OR BEEN ANTICIPATED AT THE TIME OF COMPLETION OF THE ORIGINAL QUESTIONNAIRE. (C) IF A FULLY AND PROPERLY COMPLETED QUESTIONNAIRE REVEALS FACTS OR OTHER INFORMATION THAT MIGHT REASONABLY INDICATE A CONFLICT OF INTEREST OR VIOLATION OF THE POLICY, THE IU HEALTH REPRESENTATIVE COMPLETING THE QUESTIONNAIRE MUST SECURE APPROVAL BY HIS/HER SUPERVISOR, EVIDENCED IN WRITING. (D) THE DEPARTMENT WILL REVIEW EACH QUESTIONNAIRE AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, WHETHER AND HOW IT SHOULD OR MAY BE ELIMINATED, AVOIDED OR MANAGED IN ORDER TO COMPLY WITH THE SPIRIT OF THE POLICY AND WITH THE BEST INTERESTS OF IU HEALTH AND ITS PATIENTS. IN MAKING THE DETERMINATION, THE CORPORATE COMPLIANCE DEPARTMENT MAY CONSULT WITH THE IU HEALTH REPRESENTATIVE'S SUPERVISOR AND OTHER APPROPRIATE INDIVIDUALS AND GROUPS. (E) THE SCOPE OF THE POLICY IS NOT LIMITED TO THOSE WHO ARE REQUIRED TO COMPLETE QUESTIONNAIRES. IF AN IU HEALTH REPRESENTATIVE IS INVOLVED IN A SITUATION OR RELATIONSHIP THAT WOULD CONSTITUTE A VIOLATION OF THE POLICY IN THE ABSENCE OF DISCLOSURE AND APPROVAL AS DESCRIBED ABOVE, THEN THE IU HEALTH REPRESENTATIVE MUST DISCLOSE THE MATTER TO HIS/HER SUPERVISOR, SECURE HIS/HER SUPERVISOR'S APPROVAL IN WRITING, AND DISCLOSE THE MATTER TO THE DEPARTMENT. OTHERWISE, THE IU HEALTH REPRESENTATIVE IS IN VIOLATION OF THE POLICY AND SUBJECT TO CORRECTIVE ACTION, UP TO AND INCLUDING TERMINATION. (F) THE CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH ONSITE COMPLIANCE PERSONNEL, MAY FROM TIME TO TIME APPOINT STANDING OR AD HOC COMMITTEES TO ASSIST IN RESOLVING ISSUES THAT ARISE UNDER PROVISIONS OF THE POLICY.
Form 990, Part VI, Line 19 Required documents available to the public	IU HEALTH'S ARTICLES OF INCORPORATION ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH THE INDIANA SECRETARY OF STATE'S WEBSITE. IU HEALTH'S CONFLICT OF INTEREST PROCEDURES ARE DISCLOSED ON FORM 990, SCHEDULE O. IU HEALTH'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH ITS BOND FILINGS AND AS AN ATTACHMENT TO THE FORM 990.
Form 990, Part VII, Section B, Line 1 COMP OF FIVE HIGHEST PAID IND. CON	WILHELM-GILBANE, A JOINT VENTURE AND MESSER CONSTRUCTION INCLUDES GOODS AND SERVICES ASSOCIATED WITH VARIOUS CONSTRUCTION PROJECTS. THESE WERE NOT EASILY SEPARATED FOR REPORTING ON FORM 990. THE AMOUNTS BEING REPORTED INCLUDE BOTH GOODS AND SERVICES PAID.
Form 990, Part VIII, Line 2f Other Program Service Revenue	Income (Loss) from Pass-Through Entities - Total Revenue: 17293522, Related or Exempt Function Revenue: 16664572, Unrelated Business Revenue: 628950, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Rent from related 501(c)(3) organizations - Total Revenue: 28654696, Related or Exempt Function Revenue: 28654696, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Clinical Research - Total Revenue: 2760672, Related or Exempt Function Revenue: 2760672, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	Telephone - Total Revenue: 271748, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 271748; Cafeteria/Food Service - Total Revenue: 180987, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 180987;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	MARK-TO-MARKET ON INTEREST RATE SWAPS - 25965736; Net Asset Transfers from Merged or Dissolutions - -XXX-XX-XXXX; Change in NCI in Subsidiaries - -50620508; Change in Donated Property - 58560; Rounding - -1;
Schedule F, Part I, Line 3 ACTIVITIES PER REGION	THE AMOUNTS REPORTED ON SCHEDULE F, PART I, LINE 3 INCLUDE THE BOOK VALUES OF FOREIGN INVESTMENTS, INSURANCE PREMIUMS PAID DIRECTLY TO AN OFF-SHORE CAPTIVE, AND TRAVEL AND RELATED EXPENSES PAID TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
1402 CAPITOL PARTNERS LLC
948 N Meridian St Ste 800	Indianapolis	IN	46204	834187736	REAL ESTATE	IN	$0	$0	IUH
1234 CAPITOL PARTNERS LLC
949 N Meridian St Ste 800	Indianapolis	IN	46204	834053020	REAL ESTATE	IN	$0	$0	IUH
Cumberland Avenue Associates LLC
950 N Meridian St Ste 800	Indianapolis	IN	46204	351955872	Real Estate	IN	$0	$0	IUH
Senate Health Plans Solutions LLC
950 N Meridian St Ste 800	Indianapolis	IN	46204	273736054	Administrative Services	IN	$5,787,165	-$5,305,411	IUH
Workplace Health Services LLC
950 N Meridian St Ste 800	Indianapolis	IN	46204	200994452	Occ. Health Svc. Contracts	IN	$7,817,760	-$16,960,351	IUH
Indiana University Health Urgent Care Centers LLC
950 N Meridian St Ste 800	Indianapolis	IN	46204	473832952	Healthcare	IN	$16,307,184	-$1,844,141	IUH
INDIANA UNIVERSITY HEALTH FORT WAYNE LLC
951 N Meridian St Ste 800	Indianapolis	IN	46204	831224627	HEALTHCARE	IN	$1,016,388	-$18,003,366	IUH

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (24 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Address Line2USAddress/AddressLine2Txt
16 Tech Community Corporation
1220 Waterway Blvd	Indianapolis	IN	46202	810853467	Economic Development	IN	501(c)(3)	Type I	NA	false
CLARIAN TRANSPLANT INSTITUTE INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	134350599	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes (true)	Suite 800
INDIANA HEALTH INFO EXCHANGE INC
846 N SENATE AVE	INDIANAPOLIS	IN	46202	364550324	HEALTHCARE	IN	501(c)(3)	Type I	NA	false
INDIANA UNIVERSITY HEALTH FOUNDATION INC
1633 N CAPITOL AVE	INDIANAPOLIS	IN	46202	356043086	FUNDRAISING	IN	501(c)(3)	Type I	IUH	Yes (true)	SUITE 1200
IU HEALTH ARNETT INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	263162145	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)	Suite 300
IU HEALTH BALL MEMORIAL HOSPITAL INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	350867958	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)	Suite 300
IU HEALTH BALL MEMORIAL PHYSICIANS INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	351925641	HEALTHCARE	IN	501(c)(3)	10	IUHBMH	Yes (true)	Suite 300
IU HEALTH BEDFORD INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	237042323	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)	Suite 300
IU HEALTH BLACKFORD HOSPITAL INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	010646166	HEALTHCARE	IN	501(c)(3)	3	IUHBMH	Yes (true)	Suite 300
IU HEALTH BLOOMINGTON INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	351720796	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)	Suite 300
IU HEALTH CARE ASSOCIATES INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	351747218	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes (true)	Suite 300
IU HEALTH FRANKFORT INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	815174295	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)	Suite 300
IU HEALTH JAY INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	822736786	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)	Suite 300
IU HEALTH MORGAN INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	273533027	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes (true)	Suite 800
IU HEALTH NORTH HOSPITAL INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	351932442	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)	Suite 300
IU HEALTH PAOLI INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	352090919	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)	Suite 300
IU HEALTH PLANS NFP INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	463803873	INSURANCE	IN	501(c)(4)		IUH	Yes (true)	Suite 800
IU HEALTH TIPTON HOSPITAL INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	262772226	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)	Suite 300
IU HEALTH WEST HOSPITAL INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	351814660	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)	Suite 300
IU HEALTH WHITE MEMORIAL HOSPITAL INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	273532963	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)	Suite 300
IU MEDICAL GROUP FOUNDATION INC
340 W 10TH ST NO FS5100	INDIANAPOLIS	IN	46202	201093251	FUNDRAISING	IN	501(c)(3)	Type I	NA	false
METHODIST HEALTH GROUP INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	350876390	HEALTHCARE	IN	501(c)(3)	Type III-FI	NA	false	Suite 800
RILEY CHEER GUILD INC
705 RILEY HOSPITAL DR	INDIANAPOLIS	IN	46202	356018517	FUNDRAISING	IN	501(c)(3)	Type III-FI	NA	false
UNIVERSITY FAMILY PHYSICIANS INC
950 N MERIDIAN STREET	INDIANAPOLIS	IN	46204	237427350	HEALTHCARE	IN	501(c)(3)	10	IUHCA	Yes (true)	Suite 800

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Disproportionate AllocationsDisproportionateAllocationsInd	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
BALL OUTPATIENT SUR CTR LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	270275794	HEALTHCARE	IN	NA	false
BELTWAY SURGERY CENTERS LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	352072586	HEALTHCARE	IN	NA	false
BOSC HOLDINGS LLC
950 N MERIDIAN ST STE 800	Indianapolis	IN	46204	454147343	HEALTHCARE	IN	IUH	false	Related	$713,919	$990,910	Yes (true)	0.51
BSC HOLDINGS LLC
950 N MERIDIAN ST STE 800	INDIANAPOLIS	IN	46204	452314634	HEALTHCARE	IN	IUH	false	Related	$25,650,197	$30,526,331	Yes (true)	0.51
IEC HOLDINGS LLC
950 N MERIDIAN ST STE 800	INDIANAPOLIS	IN	46204	454148032	HEALTHCARE	IN	IUH	false	Related	$3,911,840	$3,266,620	Yes (true)	0.51
INDIANA ENDOSCOPY CENTERS LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	208398421	HEALTHCARE	IN	NA	false
IU HEALTH FORT WAYNE ASC HOLDINGS LLC
950 N MERIDIAN ST STE 800	INDIANAPOLIS	IN	46204	842214377	HEALTHCARE	IN	IUH	false	Related	-$367,279	-$3,821,783	Yes (true)	0.51
IUH SW FORT WAYNE ASC LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	842206388	Healthcare	IN	NA	false
ROC SURGERY LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	271497960	HEALTHCARE	IN	NA	false
ROCS HOLDINGS LLC
950 N MERIDIAN ST STE 800	INDIANAPOLIS	IN	46204	454148369	HEALTHCARE	IN	IUH	false	Related	$3,522,635	$2,275,767	Yes (true)	0.51
SENATE ST SURGERY CENTER LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	421709357	HEALTHCARE	IN	NA	false
SSSC HOLDINGS LLC
950 N MERIDIAN ST STE 800	INDIANAPOLIS	IN	46204	454148167	HEALTHCARE	IN	IUH	false	Related	$2,518,435	$1,572,220	Yes (true)	0.51

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Address Line2USAddress/AddressLine2Txt	Address Line2ForeignAddress/AddressLine2Txt
BMH MEDICAL PAVILION ASSOCIATION INC
2525 W UNIVERSITY AVE	MUNCIE	IN	47303	351858408	CONDO MANAGEMENT	IN	NA	C Corporation	false
Cardiothoracic Surgeons Inc
950 N Meridian St Ste 800	Indianapolis	IN	46204	351416173	Physician Services	IN	University Surgeons Inc	C Corporation	Yes (true)
CERBERUS RESIDENTIAL OPPORT INST LTD
					INVESTMENTS		IUH	C Corporation	Yes (true)	190 ELGIN AVENUE	GEORGE TOWN	GRAND CAYMAN	CJ	CJ	$0	$235,538,848	0.7191
IU HEALTH 457(B) PLAN
1100 N MARKET ST	WILMINGTON	DE	19890	476948347	INVESTMENTS	IN	IUH	Trust	Yes (true)						$1,693,726	$69,320	1
IU HEALTH ACO INC
950 N MERIDIAN ST	INDIANAPOLIS	IN	46204	454421020	HEALTHCARE	IN	IUH	C Corporation	Yes (true)						$1,722,690	$18,431,271	1	SUITE 800
IU HEALTH BOARD DESIGNATED TRUST
400 HOWARD ST	SAN FRANCISCO	CA	94105	306309021	INVESTMENTS	IN	IUH	Trust	Yes (true)						$14,658,668	$283,406,773	1
IU HEALTH PLANS INC
950 N MERIDIAN ST	INDIANAPOLIS	IN	46204	262127080	HMO	IN	IUH	C Corporation	Yes (true)						$71,800,723	$35,615,183	1	SUITE 800
IU HEALTH RISK PURCHASING GROUP INC
151 MEETING ST	CHARLESTON	SC	29401	260202446	INSURANCE	IN	IUH	C Corporation	Yes (true)						$0	$10,829	1	SUITE 301
IU HEALTH RISK RETENTION GROUP INC
151 MEETING ST	CHARLESTON	SC	29401	201107674	INSURANCE	SC	IUH	C Corporation	Yes (true)						$5,801,885	$88,030,565	0.98	SUITE 301
IUH ASSURANCE SPC LTD
				980395429	INSURANCE		IUH	C Corporation	Yes (true)	PO BOX 69 SOLARIS AVE		GRAND CAYMAN	CJ	CJ	$25,724,223	$167,848,711	1		CAMANA BAY
Pediatric Surgical Associates Inc
950 N Meridian St Ste 800	Indianapolis	IN	46204	352122922	Physician Services	IN	University Surgeons Inc	C Corporation	Yes (true)
PROTEUO FUND LP
				981075227	INVESTMENTS		IUH	C Corporation	Yes (true)	PO BOX 31106 89 NEXUS WAY		GRAND CAYMAN	CJ	CJ	$15,780,822	$274,385,661	1		CAMANA BAY
University Surgeons Inc
950 N Meridian St Ste 800	Indianapolis	IN	46204	202981280	Physician Services	IN	IU Health Care Associates Inc	C Corporation	Yes (true)
University Vascular Surgery Inc
950 N Meridian St Ste 800	Indianapolis	IN	46204	351832370	Physician Services	IN	University Surgeons Inc	C Corporation	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (68 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
IU Health Tipton Hospital
A	$513,352	FMV
IU Health White Memorial Hospital
A	$892,146	FMV
IU Health Frankfort Hospital
A	$818,070	FMV
Southwest Fort Wayne Ambulatory Surgery Center
A	$519,907	FMV
IU Health West Hospital
J	$1,298,808	FMV
IU Health North Hospital
J	$3,016,135	FMV
IU Health Tipton Hospital
J	$171,892	FMV
Medicare Advantage
J	$70,629	FMV
Accountable Care Organization
J	$201,022	FMV
Beltway Surgery Centers
J	$3,968,217	FMV
Indiana Endoscopy Center
J	$294,573	FMV
ROC Surgery
J	$651,265	FMV
Southwest Fort Wayne Ambulatory Surgery Center
J	$1,487,894	FMV
IU Health Bloomington Hospital
J	$511,831	FMV
IU Health Arnett Hospital
J	$455,649	FMV
IU Health Care Associates
J	$15,510,924	FMV
Fully Insured Commercial
J	$65,196	FMV
IU Health North Hospital
K	$677,991	FMV
IU Health Bedford Hospital
K	$95,376	FMV
Fort Wayne JV Clinic Entrepreneur
K	$119,401	FMV
IU Health Ball Memorial Hospital
K	$331,987	FMV
IU Health West Hospital
L	$47,964,682	FMV
IU Health North Hospital
L	$48,746,420	FMV
IU Health Bedford Hospital
L	$14,845,975	FMV
IU Health Paoli Hospital
L	$7,446,715	FMV
IU Health Tipton Hospital
L	$8,209,840	FMV
IU Health White Memorial Hospital
L	$7,990,505	FMV
IU Health Frankfort Hospital
L	$6,772,015	FMV
IU Health Jay Hospital
L	$8,984,285	FMV
Risk Retention Group
L	$2,712,066	FMV
Medicare Advantage
L	$158,770,596	FMV
Accountable Care Organization
L	$5,403,516	FMV
Ball Outpatient Surgery Center
L	$975,415	FMV
Beltway Surgery Centers
L	$6,679,515	FMV
Indiana Endoscopy Center
L	$798,938	FMV
ROC Surgery
L	$1,344,471	FMV
Senate Street Surgery Center
L	$1,149,169	FMV
Fort Wayne JV Clinic Entrepreneur
L	$3,048,191	FMV
Southwest Fort Wayne Ambulatory Surgery Center
L	$475,110	FMV
IU Health Bloomington Hospital
L	$120,943,959	FMV
IU Health Ball Memorial Hospital
L	$81,873,637	FMV
IU Health Blackford Hospital
L	$5,033,738	FMV
Ball Memorial Physicians
L	$16,808,674	FMV
IU Health Arnett Hospital
L	$97,279,446	FMV
IU Health Care Associates
L	$173,301,585	FMV
Fully Insured Commercial
L	$61,967,419	FMV
IU Health North Hospital
M	$1,490,179	FMV
Medicare Advantage
M	$209,254	FMV
Accountable Care Organization
M	$298,627	FMV
Beltway Surgery Centers
M	$1,047,320	FMV
IU Health Bloomington Hospital
M	$954,420	FMV
IU Health Arnett Hospital
M	$75,613	FMV
IU Health Care Associates
M	$174,513,612	FMV
IU Health North Hospital
O	$565,408	FMV
IU Health Bedford Hospital
O	$82,290	FMV
IU Health Tipton Hospital
O	$219,017	FMV
IUH Assurance
O	$750,000	FMV
IU Health Bloomington Hospital
O	$1,428,235	FMV
IU Health Ball Memorial Hospital
O	$560,058	FMV
IU Health Arnett Hospital
O	$585,551	FMV
IU Health Care Associates
O	$19,012,089	FMV
BOSC Holdings
S	$772,133	FMV
BSC Holdings
S	$23,335,038	FMV
IEC Holdings
S	$3,070,531	FMV
ROCS Holdings
S	$2,447,823	FMV
SSSC Holdings
S	$2,152,324	FMV
IUH Foundation
C	$13,428,520	FMV
IUH Assurance Ltd
R	$12,427,955	FMV