2022-11-15T14:38:40-06:00 2021-12-31 350921680 CROWE LLP 135 N Pennsylvania Street Suite 200 Indianapolis IN 462042407 990 2021-01-01 351786005 Rehabilitation Hospital of Indiana Inc REHA 3173292000 4141 Shore Drive Indianapolis IN 462542607 MARJORIE BASEY CFO 3173292195 2022-11-15 true Marjorie Basey 999009999 KIM SCIFRES P00319397 3176321100 2021 2022-09-23 18:48:47Z DANIEL B WOLOSZYN 4141 Shore Drive Indianapolis IN 462542607 47735869 false X WWW.RHIREHAB.COM X 1989 IN The primary focus of the Rehabilitation Hospital of Indiana is to deliver acute inpatient and outpatient rehabilitation services to the residents of Central Indiana regardless of their ability to pay. 6 6 530 34 0 0 1480710 170370 46184607 46813756 147674 24271 686764 725028 48499755 47733425 1977 9599 0 33549786 33447361 0 129560 13245673 13548124 46797436 47005084 1702319 728341 34781466 33903801 18042061 16436055 16739405 17467746 Rehabilitation Hospital of Indiana (RHI) is an acute care rehabilitation hospital for inpatient and outpatient rehabilitation. RHI specializes in brain injury, spinal cord injury, stroke, and comprehensive medical rehabilitation for injuries or illnesses resulting in loss of function. (CONTINUED ON SCHEDULE O) false false 15803241 17428108 REHABILITATION NURSING: REHABILITATION NURSES WORK TO REINFORCE HEALING TECHNIQUES BY ENCOURAGING PATIENTS TO PRACTICE WHAT THEY LEARN IN THERAPY. THE NURSES AT REHABILITATION HOSPITAL, INC. HAVE A STRONG BACKGROUND IN MEDICAL-SURGICAL NURSING AND MANY HAVE HAD EXTENSIVE EXPERIENCE IN THE CRITICAL CARE AND ACUTE REHAB SETTING. 11804106 9599 10179707 OTHER PROGRAMS INCLUDE: CLINICAL RESOURCE FACILITATION, RESEARCH GRANTS, ANCILLARY SERVICES WHICH CONSISTS OF ,LAB, EKG, RADIOLOGY, PHARMACY, CENTRAL SUPPLIES, NEUROPSYCHOLOGY, NUTRITION, RESPIRATORY THERAPY, MEDICAL SERVICES (CLINICS), AND DIETARY SERVICES. OUR INTERNS & MEDICAL RESIDENTS PROGRAM REPRESENTS AN EDUCATIONAL PROGRAM TO TRAIN MEDICAL RESIDENTS IN THE ACUTE REHAB SETTING. THE SERVICES PROVIDED WITH CARE COLLABRATION HELPS THE PATIENT AND FAMILY THROUGH THERAPY, COUNSELING, AND EDUCATION. 9248371 19772700 THERAPY SERVICES: THERAPY IS A KEY COMPONENT OF A PATIENT'S RECOVERY AND INCLUDES PHYSICAL, OCCUPATIONAL, SPEECH, AND RECREATIONAL THERAPY. THE THERAPY PROGRAM'S PURPOSE IS TO DEVELOP A COMPREHENSIVE PLAN TO HELP PATIENTS BECOME INDEPENDENTLY CAPABLE IN THEIR EVERYDAY LIVES TO THE EXTENT POSSIBLE BASED ON THEIR INDIVIDUAL CIRCUMSTANCES. ADDITIONALLY, THE OVERALL GOAL IS TO HELP BUILD STRENGTH AND ENDURANCE BY USING VARIOUS TECHNIQUES AND SPECIALIZED EQUIPMENT. 36855718 true true false true false false false false false true false false false true true false true false false false false false false false false true true false false true true false false false false false false false false false false true false false false false true true true false false true 44 0 true 530 true false false false false false false false false false false false false X 6 6 false false false false true true true true true false false true true true true true true true true false IN X Marjorie Basey 3173292195 4141 SHORE DRIVE Indianapolis IN 462542607 HAROLD BERFIEND BOARD CHAIR 1.0 0 X X 0 0 0 RYAN NAGY BOARD VICE CHAIR 1.0 0 X X 0 0 0 DAWN ROPP BOARD MEMBER (AS OF 8/22/21) 1.0 0 X 0 0 0 LAYTON JOHN BOARD MEMBER 1.0 0 X 0 0 0 MARY MYERS BOARD MEMBER (UNTIL 8/18/21) 1.0 0 X 0 0 0 SCOTT WEAVER BOARD MEMBER 1.0 1.0 X 0 0 0 TERRY METZGER BOARD MEMBER 1.0 0 X 0 0 0 DANIEL B WOLOSZYN CEO 40.0 1.0 X 470182 0 38941 MARJORIE R BASEY CFO 40.0 0 X 203652 0 17630 MONTE M SPENCE COO 40.0 0 X 250237 0 38705 CHRISTINA BAUMGARTNER EXECUTIVE DIRECTOR OF THERAPY 40.0 0 X 170262 0 0 JEAN BARSKE Chief Strategy & Business Development Officer 40.0 0 X 176718 0 40105 JOSHUA M HALON CHIEF NURSING OFFICER 40.0 0 X 194654 0 29182 Alice Ngorima Shawarira Clinical Charge Nurse 40.0 0 X 199095 0 0 BRADLEY HUFFORD DIRECTOR OF NEUROREHAB PSYCHOLOGY 40.0 0 X 167300 0 27857 GARY SKINNER DIRECTOR OF IT 40.0 0 X 169009 0 18306 MARY C ESCALANTE PHARMACY & ANCILLARY DIRECTOR 40.0 0 X 192627 0 17520 PETER A BISBECOS EXECUTIVE DIRECTOR OF NEUROPATH 40.0 0 X 178470 0 15337 2372206 0 243583 48 false true false Summit Construction Co Inc 1107 Burdsal Parkway Indianapolis IN 46208 Construction 6955837 Cardinal Health 2840 Elm Point Industrial Dr ST CHARLES MO 63301 MEDICAL SUPPLIES & PHARMACEUTICAL SERVICES 1696514 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 152516170 DIETARY SERVICES 1147283 ALLERGAN 5 Giralda Farms MADISON NJ 07940 Medical Supplies & Pharmaceutical Services 966885 MEDXCEL FACILITIES MANAGEMENT LLC 5451 LAKEVIEW PARKWAY S DRIVE INDIANAPOLIS IN 46268 FACILITIES SERVICES 917349 26 98337 72033 72033 170370 NET PATIENT SERVICE REVENUE 623000 45451384 45451384 PHARMACY REVENUE 446110 1305610 1305610 MANAGEMENT FEE 900099 54678 54678 PHYSICIAN SERVICE REVENUE 621990 2084 2084 0 0 0 0 46813756 24271 24271 2500 2444 56 0 56 56 0 0 RESEARCH GRANT "SERVICES STUDY" 561700 403879 403879 CAFETERIA REVENUE 722514 158213 158213 REBATE REVENUE 900099 161586 161586 1294 1294 0 0 724972 47733425 47380515 0 182540 X 9599 9599 1662009 1265019 396990 25846754 19672964 6070607 103183 647062 578900 58221 9941 3335548 2984179 345385 5984 1955988 1749942 195594 10452 106556 24622 81934 100753 100753 5762042 3363429 2398613 0 241383 193106 48277 75829 60663 15166 814074 525223 288851 70603 56482 14121 26471 21177 5294 252192 252192 1737783 1737783 MEDICAL SUPPLIES/EQUIPMENT 4075281 4075281 LICENSES AND FEES 176059 176059 DUES AND SUBSCRIPTIONS 109098 109098 0 0 0 0 47005084 36855718 10019806 129560 3165 3164 11152801 5377403 5973907 5899355 0 0 0 0 272599 385443 608373 571441 51648147 31287555 15045138 20360592 281 281 0 0 1725202 1306122 34781466 33903801 6218175 5674795 10578841 9700405 0 0 1245045 1060855 18042061 16436055 X 16739405 17467746 16739405 17467746 34781466 33903801 728341 0 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 50892 50892 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY RHI IS A MEMBER OF THE AMERICAN MEDICAL REHABILITATION PROVIDERS ASSOCIATION (AMRPA). THROUGH THE MEMBERSHIP, LOBBYING ACTIVITIES ARE INCLUDED. RHI ALSO UTILIZES ICE MILLER TO ASSIST WITH RATE AND PAYMENT ISSUES WITH THE STATE OF INDIANA. 2506638 2506638 20813508 15077186 5736322 575928 334152 241776 17726328 15876217 1850111 10025745 0 10025745 20360592 Estimated Third-party settlements 1060855 1060855 X 47735869 0 0 47735869 -2444 -2444 47733425 47007528 0 0 47007528 -2444 -2444 47005084 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Hospital is a not-for-profit corporation pursuant to Section 501(c)(3) of the Internal Revenue Code and is exempt from income taxes on related income pursuant to Section 501(a). Accordingly, no provision for income taxes is required for the Hospital in the consolidated financial statements. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The Hospital is no longer subject to examination by U.S. federal taxing authorities for years before 2017 and for all state income taxes through 2018. The Hospital does not expect the total amount of unrecognized tax positions to significantly change in the next 12 months. The Hospital would recognize interest and/or penalties related to income tax matters in income tax expense. The Hospital has no amounts accrued for interest or penalties as of December 31, 2021 and 2020. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements RECLASS RENT EXPENSE - -2444 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements RECLASS RENT EXPENSE - -2444 true true X true X true X true true true true 150660 150660 0.0032 9292856 4971841 4321015 0.0919 0 0 0.0 0 0 9443516 4971841 4471675 0.0951 0 0 0.0 186387 186387 0.0040 0 0 0.0 0 0 0.0 15979 15979 0.0003 0 0 202366 0 202366 0.0043 0 0 9645882 4971841 4674041 0.0994 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0 0 0 0.0 true 0 11446917 12184657 -737740 X true 1 1 REHABILITATION HOSPITAL OF INDIANA 4141 Shore Drive Indianapolis IN 46254 www.rhirehab.com 22-005971-1 X X Acute Rehabilitation REHABILITATION HOSPITAL OF INDIANA 1 false false true X X X X X X X X X 21 true false false true X https://www.rhirehab.com/media/2110/rhi-2021-chna-draft-v31.pdf X true 22 true https://www.rhirehab.com/media/2167/2022_2024-implementation-strategy-rhi-draft-mb-dk-edits-59.pdf false true X 200.0 400.0 X X true true X X X true X https://www.rhirehab.com/becoming-our-patient/billing-financial-assistance/ X https://www.rhirehab.com/becoming-our-patient/billing-financial-assistance/ X https://www.rhirehab.com/becoming-our-patient/billing-financial-assistance/ X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E Based on the 2021 CHNA, the following community health needs have been identified (in alphabetical order) as significant in the community served by RHI. -COVID-19 Pandemic -Mental Health Status -Obesity and Diabetes -Smoking -Social Determinants of Health -Substance Use Disorder -Violence and Injuries Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - REHABILITATION HOSPITAL OF INDIANA, INC.. 2021 CHNA. Primary data were gathered through online meetings with hospital staff and administration, and key stakeholder interviews. Two internal meetings were conducted - one comprised of hospital front-line staff, and another comprised of leadership and administration. Key stakeholder interviews were conducted by phone or online video conferences, and meetings were conducted by online video conferences. Representatives from the following organizations provided input through key stakeholder interviews: -CICOA Aging and In-Home Solutions -Easterseals Crossroads -Indiana Minority Health Coalition -Indiana Supreme Court - Family Violence -Indianapolis Public Schools 109 - Marion County Public Health Department -RHI Board of Directors Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - REHABILITATION HOSPITAL OF INDIANA, INC.. The 2018 Community Health Needs Assessment (CHNA) was conducted as a collaborative effort involving RHI, IU Health, Community Health Network, Franciscan Alliance and St. Vincent Health. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - REHABILITATION HOSPITAL OF INDIANA. The information below describes how RHI responded during the third year of the implemenation strategy associated with the 2018 CHNA. Below is a summary of activities conducted from 2019-2021. Obesity and Diabetes: RHI team members involved in the development of the Health and Wellness Program volunteered their time to provide education sessions to 4th through 6th graders at Jonathan Jennings Elementary School 109. These sessions covered education on how physical activity can reduce the risk and prevent Obesity, Type II Diabetes, and Heart Disease. The team members incorporated activities within the education to help the students understand the correlation between different physical activities, activity minutes and steps. The activities consisted of jogging in place, jump rope, and dance. Weekly exercise charts were created and distributed to the students during the education sessions for a 3-month activity challenge with their teachers. The students were instructed to record their daily activity minutes on the chart and turn them in weekly to their teacher. The classroom winners, including teachers, were allowed to wear gym clothes/active wear for one day at the end of each month. In February 2020, 165 pedometers were provided for students and staff to incorporate and monitor steps for the activity challenge. RHI team members annually volunteered at Shortridge and George Washington High Schools as we partnered with IU Health to provide free sports physicals for IPS students from local schools from 2019 to 2021. Volunteer activities included screening for vision and measuring the height, weight, and blood pressure of 212 students. Because of these collaborative efforts, we have helped many Marion County high school students stay active by passing their physicals that will allow them to participate in sports activities. RHI Sports Community Fitness Program occurs twice weekly at our main hospital location. In recognizing that an individual with a disability needs to continue leading a healthy lifestyle, RHI makes the therapy gym and specialized equipment available at no cost to all members of the community that have a physical disability. Over the course of 2019 until beginning of March 2020, the program had a total attendance of 850 for the 106 sessions conducted. Due to the COVID pandemic, this program has been placed on hold since March 2020. Social Determinants of Health: RHI has partnered with Junior Achievement of Central Indiana and numerous industry leaders to support the annual JA JobSparks event. The focus of the annual two-day event is to offer Marion County students insights on what industries interest them, what specific jobs are like, and what education is required to perform them successfully. Research has shown that when a student has a real idea of what they want to do after high school, they are much more likely to stay in school and graduate. While the 2019 event was conducted in-person, the COVID pandemic forced a shift for the 2020 and 2021 events to a student focused, virtual, online platform. Because of the efforts of our employees, we have joined other industry leaders in providing a career "spark" in more than 10,000 Indianapolis students each year by sharing with them our clinical expertise and providing insights into physical, occupational and speech therapy careers. Over one million people in Indiana face food insecurity, and in Indianapolis the number is approaching nearly 175,000-or more than 18 percent of the population. The federal definition of food insecurity is having limited or uncertain access to adequate food. RHI's Community Benefit Committee is working with Jonathan Jennings Elementary School to fight food insecurity in our local community by providing backpacks of ready to eat and easy to prepare food to students over extended school breaks. In the months of October, November, and December of 2019, RHI staff delivered a total of 164 backpacks to support students over Fall, Thanksgiving and Christmas breaks. RHI employees demonstrated commitment to education while participating in the 2019 and 2020 Fall and Winter Volunteer Reading Program sessions at Jonathan Jennings Elementary School 109. The 8-week sessions were a community benefit initiative that focused on supporting the local school to improve educational opportunities for students. Our volunteers committed to spending an hour each Thursday afternoon assisting teachers and the students that comprise the 2nd and 3rd grade classrooms with reading, journaling, and other lesson planning activities. Among the 4 classrooms, total students were 86 for the Fall 2019 program and 85 for the Winter 2020 program. Reading volunteers truly make a difference. Educational research supports the idea that children who are involved in programs with adult reading volunteers improve their school success including increased school attendance, a major predictor of graduation rates. RHI was proud to implement the Student Book Gifting Program in 2020 with the 5th and 6th grade students and teachers at Jonathan Jennings Elementary School 109. Research suggests that students who read have increased success both inside and out of the classroom. The focus is to ensure that children, regardless of family income levels, have access to new books that can promote positive home literacy environments, children's attitudes toward reading, and early literacy skills. RHI purchased a total of 256 new, age-appropriate books for the 82 students and 3 teachers that comprise the 5th and 6th grades at IPS School 109. These are books that they can call their own. Our hospital looks forward to continuing our support of the various reading and educational programs that facilitate academic achievement in Marion County. In 2021, Team RHI members partnered with Greater Indianapolis Habitat for Humanity to sponsor a day build on the East side of Indianapolis. The goal was to help provide housing to low-income families here in Indianapolis. Our volunteers did an incredible job of working together to successfully perform a number of key activities including painting and caulking. RHI continues to welcome the opportunity to serve our community through our partnership with Habitat for Humanity. In June 2019, RHI partnered with several local hospitals and health care organizations to cosponsor the fifth annual "Strike Out Stroke" event at Victory Field. The focus of this event was to educate the public about the prevalence and symptoms of stroke and send the message that quick action in the event of a suspected stroke can save lives. RHI volunteer efforts included distributing promotional giveaways and providing stroke education information to attendees prior to the game. Stroke education information centered on the BE FAST acronym (Balance loss, Eyesight changes, Face drooping, Arm weakness, Speech difficulty, Time to call 911) for identifying acute stroke symptoms. As an added bonus, some previous RHI patients were nominated to participate in throwing out first pitch and doing an in-game interview discussing stroke and recovery for the event. Schedule H, Part V, Section B, Line 21 Facility , 1 Facility , 1 - REHABILITATION HOSPITAL OF INDIANA, INC.. RHI is not a general acute care hospital/facility nor is RHI equipped to provide care to patients with urgent care needs. RHI is a specialty provider of rehabilitation services such as Physical, Occupational and Speech Therapy. 2 RHI - CARMEL 12425 OLD MERIDIAN STREET SUITE B2 CARMEL IN 46032 OUTPATIENT FACILITY RHI NEUROREHABILITATION CENTER (NBIC) 9531 VALPARAISO COURT INDIANAPOLIS IN 46268 OUTPATIENT REHABILITATION FACILITY Schedule H, Part I Line 7 Table Cost-to-charge ratios were used for charity care costs, patient care costs, unreimbursed Medicaid and other means tested government programs. RHI used the worksheets provided in the IRS instructions. All other costs are direct costs (community health improvement services, health professions education, research, cash contributions). Schedule H, Part III, Line 3 Bad Debt Expense Methodology The organization does not report any portion of bad debt as community benefit and chooses not to estimate for purposes of Part III, Section A, Line 3 the amount of bad debt attributable to patients that may be eligible under the organization's financial assistance policy. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote Footnote to the Audited Financial Statement. Generally, patients who are covered by third-party payors are responsible for related deductibles and coinsurance, which vary in amount. The Hospital also provides services to uninsured patients, and offers those uninsured patients a discount, either by policy or law, from standard charges. The Hospital estimates the transaction price for patients with deductibles and coinsurance, and from those who are uninsured, based on historical experience and current market conditions. The initial estimate of the transaction price is determined by reducing the standard charge by any contractual adjustments, discounts, and implicit price concessions. Subsequent changes to the estimate of the transaction price are generally recorded as adjustments to patient service revenue in the period of the change. For the years ending December 31, 2021 and 2020, no significant adjustments to revenue were recognized due to changes in the estimates of implicit price concessions for performance obligations satisfied in prior years. Subsequent changes that are determined to be the result of an adverse change in the patient's ability to pay are recorded as bad debt expense. Bad debt expense for the years ending December 31, 2021 and 2020 was not significant. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs Any cost incurred for treatment of a patient in which the total amount of revenue was not collected, is reported as a shortfall. By continuing to treat patient eligible for Medicare, hospitals alleviate the federal government's burden for directly providing medical services. The shortfall is due to continued cuts in Medicare reimbursement while RHI continues to invest in state-of the-art equipment and facilities to meet the challenging healthcare needs of the community. Medicare allowable costs were determined based on the cost to charge ratio from the FY 2021 Medicare cost report. Schedule H, Part V, Section B, Line 16a FAP website - REHABILITATION HOSPITAL OF INDIANA: Line 16a URL: https://www.rhirehab.com/becoming-our-patient/billing-financial-assistance/; Schedule H, Part V, Section B, Line 16b FAP Application website - REHABILITATION HOSPITAL OF INDIANA: Line 16b URL: https://www.rhirehab.com/becoming-our-patient/billing-financial-assistance/; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - REHABILITATION HOSPITAL OF INDIANA: Line 16c URL: https://www.rhirehab.com/becoming-our-patient/billing-financial-assistance/; Schedule H, Part VI, Line 2 Needs assessment Federal regulations allow hospital facilities to define the community they serve based on "all of the relevant facts and circumstances," including the "geographic location" served by the hospital facility, "target populations served" (e.g., children, women, or the aged), and/or the hospital facility's principal functions (e.g., focus on a particular specialty area or targeted disease). Accordingly, this CHNA focuses on community health issues relevant to rehabilitation services. In assessing community health needs relevant to RHI, the following statistics are important to understand: * Patients most often are admitted to RHI as a result of stroke, Traumatic Brain Injury (TBI), Spinal Cord Injury (SCI), major trauma, cardiac events, amputations, other orthopedic conditions, and other issues for which rehabilitation services are medically necessary. * About 94 percent of admissions to RHI are for patients transferred from an acute medical/surgical hospital. Many patients first are seen in hospital emergency rooms and trauma centers, then are admitted to acute medical/surgical hospitals, and then are transferred to RHI to receive intensive rehabilitation services. * RHI provides both inpatient and outpatient services. Outpatient care is provided at the main hospital site and at two other locations (Indianapolis and Carmel, Indiana). Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Patients are informed about financial assistance before admissions by the clinical liaison. This occurs when the patient is at the general acute care hospital before transferring to RHI. Patients are also informed of financial assistance with signage that is located throughout hospital. The patient is informed during registration by the admissions representative and a summary of the financial assistance policy is included in each admission packet. During the patient's stay, the Care Coordinator will work with the patient in completing the financial assistance application. The Care Coordinator will continue to work with the patients after discharge, if the situation requires. Patients receive a summary of the FAP with all statements. RHI also mails a summary of the policy along with a financial assistance application to any uninsured patient that has a balance on his/her account. RHI also publicizes its FAP on the hospital web site. RHI provides representatives to assist patients with the financial assistance process Monday through Friday from 8am to 5pm. Schedule H, Part VI, Line 4 Community information RHI provides a range of services for patients from central Indiana and across the State of Indiana. For purposes of this CHNA, RHI's "local community" is defined as Marion County, Indiana. The total population of Marion County in 2019 was 951,869. RHI also serves the State of Indiana as a whole. Accordingly, this CHNA also considers relevant community health needs across the entire state. The total population of Indiana in 2019 was 6,665,703. As permitted by federal regulations, this CHNA also focuses on community health issues relevant to rehabilitation services. Demographic characteristics and trends directly influence community health needs. The total population in Marion County is expected to grow by 5.5 percent between 2019 and 2025 (approximately 55,000 people). While the total community is expected to grow modestly, the population age 65 years and older is expected to increase by 12.8 percent over the same time period. This change should contribute to greater demand for health services, including rehabilitation services, as older individuals typically need and use more services than younger persons. Marion County has substantial variation in demographic characteristics across community ZIP codes. Four ZIP codes (46218, 46235, 46254, and 46226) all had a proportion of the population that was Black above 50 percent. ZIP codes 46222 (28.5 percent) and 46224 (27.6 percent) had the highest proportion of Hispanic (or Latino) residents. Residents without a high school diploma and experiencing linguistic isolation are more prevalent in the county than in Indiana as a whole. The proportion of the population disabled is above the national average, but below the Indiana average. Schedule H, Part VI, Line 5 Promotion of community health A majority of the organization's governing body is comprised of persons who reside in the Organization's primary service area who are neither employees nor independent Contractors of the organization, nor family members thereof. The organization extends medical staff privileges to all qualified physicians in its community for some or all of its departments or specialties. Our hospital applies surplus funds to fund improvements in patient care, medical education and research, rhi partners with indiana university, iu health, and iupui in various research activities to advance the research efforts and to provide evidence-based medicine for those in need. Rhi also devotes time, efforts, resources and financial support to a resident program in collaboration with indiana university physical medicine and rehabilitation. Rhi offers free monthly support groups related to stroke, brain injury, and spinal cord Injury providing education, training and coping skills to both survivors and their Caregivers. Additionally, these programs help to decrease social isolation and increase Support in the community Schedule H, Part VI, Line 6 Affiliated health care system RHI is owned by two major health systems; 1) IU Health, Inc. and 2) St. Vincent Health. IU Health, Inc. is the majority owner of RHI. RHI works primarily with the IU Health system on various activities to address the community needs. Schedule H, Part VI, Line 7 State filing of community benefit report IN X X X false false false false false false false false false MARJORIE R BASEY CFO 172788 0 26569 0 4295 0 8385 0 9245 0 221282 0 0 0 MONTE M SPENCE COO 207522 0 32076 0 10639 0 8691 0 30014 0 288942 0 0 0 DANIEL B WOLOSZYN CEO 375414 0 73630 0 21138 0 15585 0 23356 0 509123 0 0 0 JEAN BARSKE Chief Strategy & Business Development Officer 151837 0 24566 0 315 0 7341 0 32764 0 216823 0 0 0 CHRISTINA BAUMGARTNER EXECUTIVE DIRECTOR OF THERAPY 146725 0 23247 0 290 0 0 0 0 0 170262 0 0 0 JOSHUA M HALON CHIEF NURSING OFFICER 164704 0 25858 0 4092 0 6662 0 22520 0 223836 0 0 0 PETER A BISBECOS EXECUTIVE DIRECTOR OF NEUROPATH 153530 0 24085 0 855 0 7092 0 8245 0 193807 0 0 0 MARY C ESCALANTE PHARMACY & ANCILLARY DIRECTOR 172696 0 12370 0 7561 0 0 0 17520 0 210147 0 0 0 BRADLEY HUFFORD DIRECTOR OF NEUROREHAB PSYCHOLOGY 147600 0 7460 0 12240 0 7006 0 20851 0 195157 0 0 0 GARY SKINNER DIRECTOR OF IT 157026 0 7877 0 4106 0 6396 0 11910 0 187315 0 0 0 Alice Ngorima Shawarira Clinical Charge Nurse 199018 0 0 0 77 0 0 0 0 0 199095 0 0 0 A INDIANA FINANCE AUTHORITY 351602316 000000000 2016-10-31 14235000 SEE SCHEDULE K PART VI false false false A 4490000 0 14235000 0 0 0 0 0 14235000 0 2016 true false true true A false true true true false 0.0008 0.0 0.0008 false false true A false false true false false false false false false true A true Schedule K, Part III, Line 3a Private Business Use NONE OF THE MANAGEMENT AGREEMENTS RESULT IN PRIVATE BUSINESS USE. Schedule K, Part III, Line 2 Private Business Use The organization leases space to contract physicians and this leased space is included in Part III, Line 4, Private Business Use. Schedule K, Part III, Line 9 Written Procedures The organization adopted written procedures in 2014. The organization ensures all nonqualified bonds (if any) of the issue are remediated in accordance with the associated regulations. The organization strives to stay abreast of federal regulations and considers the repercussions of all significant activities which could foreseeably have an impact on the organization's tax exempt bonds and the associated federal tax regulations. Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE THE SERIES 2011 BONDS WERE REISSUED ON OCTOBER 31, 2016. THE SERIES 2011 BONDS WERE ORIGINALLY ISSUED ON NOVEMBER 10, 2011 IN ORDER TO PROVIDE FUNDING FOR THE CONSTRUCTION & RENOVATION OF BUILDINGS AND STRUCTURES AND THE PURCHASE OF NEW EQUIPMENT. ADDITIONALLY, THE SERIES 2011 BONDS WERE ISSUED IN ORDER TO REFUND THE SERIES 1990 BONDS. THE SERIES 1990 BONDS WERE ISSUED ON NOVEMBER 1, 1990. X EXERCISE THERAPY EQUIPMENT 2 72033 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - EXERCISE THERAPY EQUIPMENT NUMBER OF ITEMS RECEIVED Form 990, Part III, Line 1 MISSION RHI's individualized approach to each patient is the results of a collective effort of trained and compassionate team members who value the quality of life. It is the right kind of treatment- inpatient, outpatient and follow up services- provided under the same roof. Form 990, Part VI, Line 6 Classes of members or stockholders The Not-for-profit corporations St. Vincent Health, Inc. and Indiana University Health, Inc. are the corporate members of RHI. There are 2 classes of membership: Class A and Class B. The class A member is St. Vincent Health and the class B member is Indiana University Health, Inc. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Each of the corporate members has the right to appoint 50% of the members of the RHI board of Directors. The class A member, St. Vincent Health, has the right to appoint all class A directors; the class B member, Indiana University Health, Inc. has the right to appoint all class B directors. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The following matters require the joint approval of the two corporate members of the Hospital: 1. Approve, interpret and change any statement of mission, philosophy, role and purpose of RHI. 2. Approve and amend bylaws and articles of incorporation. 3. Fix the number of Directors of RHI. The appointment, election or removal of any class A director shall require the approval of the class A member and the appointment, election or removal of any class B director shall require the approval of the class B member. 4. Approve the merger, dissolution, consolidation or reorganization of RHI. 5. Approve the formation of other entities by RHI. 6. Approve the acquisition, sale, lease, transfer or other alienation of property of RHI, other than in the usual and regular course of RHI's business, when such acquisition, sale, lease, transfer or other alienation meets specified financial levels set in accordance with policies established from time to time by the class A and class B members. 7. Approve capital and operating budgets of RHI. 8. Approve debt incurred by RHI which is in excess of such limits as are established by the Class A and Class B Corporate Members. 9. Approve the disposition of the assets of RHI at the time of its dissolution. 10. Establish (i) policy concerning quality of care and services or (ii) policy and procedures concerning finance and resources for RHI, which are inconsistent with policies established by the Class A and Class B Corporate Members. 11. Approve the long-range financial and strategic plans for RHI. 12. Approve an internal auditing program for RHI, which is inconsistent with the internal auditing program established by the Class A and Class B Corporate Members. 13. Appoint or remove the Chief Executive Officer of RHI provided, however, that the Class A and Class B Corporate Members shall confer with the Board of Directors concerning the appointment or removal of the Chief Executive Officer. 14. Approve the policy pertaining to the evaluation of the Chief Executive Officer of RHI. 15. Appoint or remove the Medical Director. 16. Take any action which would be inconsistent with the governing documents or policies of the Class A or Class B Corporate Members. Form 990, Part VI, Line 11b Review of form 990 by governing body First, a detailed review of the 990 is performed by management and by IU Health. Then, the final Form 990 is sent to the entire board prior to filing the return with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy Annually, all employees and board members are required to complete a conflict of interest form. The CEO and Chairman of the board review the conflict of interest forms completed by the board members and the Director of Human Resources reviews conflict of interest forms completed by employees. If, during a board meeting, there is an action item that presents a formal conflict, the interested person would be asked to recuse himself/herself from the vote. This recusal would be documented in the minutes. If a key employee discloses a potential conflict, that person is removed from the decision-making process for transactions related to that conflict. Form 990, Part VI, Line 15a Process to establish compensation of top management official The salary for the CEO is defined in the written hiring agreement which is approved by the Board of Directors. Annual performance goals are determined and set by the chairman of the board. Salary increases and performance bonuses are determined based upon performance and the attainment of these goals. The tool used to evaluate the CEO's annual performance and pay is based on the accomplishment of these approved goals and objectives. The evaluation of performance and goals is completed by the Chair and Vice Chair of the Board annually and is performed in the Executive Session of the annual board meeting. The combination of CEO goal reviews, hospital average merit increases projected, and the yearly governing body evaluation are used in executive session that will align with 1. CEO merit increase and 2. Bonus approval. The evaluation/approvals are documented by the Chairman of the Board. In addition, RHI Human Resources obtains a Compensation survey/study annually which is used to evaluate the compensation of RHI staff including the CEO. Form 990, Part VI, Line 15b Process to establish compensation of other employees The administrative officers' compensation is evaluated annually based on the Hospital's standard performance review system and based on the performance of annual goals. Annual goals for each officer are recommended by the CEO and approved by the Board of Directors. Salary increases and performance bonuses are determined based upon performance and goals. The CEO reviews and evaluates the annual performance of each administrative officer and recommends a performance rating based on the Hospital's standard performance review system. This is documented in the HR/personnel files. The CEO also reviews and evaluates the performance of each officer as it relates to the assigned annual goals. The annual evaluation of performance goals is taken to the Chair of the Board to review and approve in an executive session of the annual board meeting. This is documented by the Chairman of the Board. In addition, RHI Human Resources obtains a Compensation survey/study annually which is used to evaluate the compensation of RHI staff including the administrative officers. Form 990, Part VI, Line 19 Required documents available to the public Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104; these documents are not available to the public at this time. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue MISCELLANEOUS REVENUE - Total Revenue: 1294, Related or Exempt Function Revenue: 1294, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees CONTRACT LABOR - Total Expense: 381782, Program Service Expense: 374428, Management and General Expenses: 7354, Fundraising Expenses: ; PHYSICIAN FEES - Total Expense: 535563, Program Service Expense: 535563, Management and General Expenses: , Fundraising Expenses: ; CONSULTING - Total Expense: 55297, Program Service Expense: 55297, Management and General Expenses: , Fundraising Expenses: ; SERVICE CONTRACTS - Total Expense: 4565359, Program Service Expense: 2255114, Management and General Expenses: 2310245, Fundraising Expenses: ; COLLECTION/PT TRANSPORT - Total Expense: 224041, Program Service Expense: 143027, Management and General Expenses: 81014, Fundraising Expenses: ; RHI FOUNDATION INC 4141 SHORE DRIVE INDIANAPOLIS IN 46254 351932349 TO SUPPORT REHABILITATION HOSPITAL OF INDIANA IN 501(c)(3) Type I REHABILITATION HOSPITAL OF INDIANA INC true false false true false false false false false false false false false false true true false false false false RHI FOUNDATION INC N 331743 ALLOCATION RHI FOUNDATION INC O 140777 ALLOCATION RHI FOUNDATION INC C 72033 FMV