INDIANA UNIVERSITY HEALTH PAOLI INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: INDIANA UNIVERSITY HEALTH PAOLI INC (EIN 35-2090919)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-09
IRS object ID: 202123139349302142
Schema version: 2020v4.0
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 C
Schedule D
Schedule H
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-09T11:03:02-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	352090919	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Indiana University Health Paoli 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 300	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46204	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL L CRAIG	PersonNm
Person Title	VP & CFO	PersonTitleTxt
Signature	2021-11-09	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICHAEL L	PersonFirstNm
Person Last	CRAIG	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LARRY R BAILEY	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	950 N MERIDIAN STREET 300	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46204	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$38,400,139	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-PAOLI-HOSPITAL	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1999	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	13	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	199	TotalEmployeeCnt
Total Volunteers	19	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$39,588	PYContributionsGrantsAmt
CY Contributions Grants	$13,476	CYContributionsGrantsAmt
PY Program Service Revenue	$27,530,611	PYProgramServiceRevenueAmt
CY Program Service Revenue	$31,397,700	CYProgramServiceRevenueAmt
PY Investment Income	$612,899	PYInvestmentIncomeAmt
CY Investment Income	$1,096,859	CYInvestmentIncomeAmt
PY Other Revenue	$157,423	PYOtherRevenueAmt
CY Other Revenue	$120,802	CYOtherRevenueAmt
PY Total Revenue	$28,340,521	PYTotalRevenueAmt
CY Total Revenue	$32,628,837	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$9,368,532	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$12,159,860	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$18,744,355	PYOtherExpensesAmt
CY Other Expenses	$18,227,296	CYOtherExpensesAmt
PY Total Expenses	$28,112,887	PYTotalExpensesAmt
CY Total Expenses	$30,387,156	CYTotalExpensesAmt
PY Revenues Less Expenses	$227,634	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,241,681	CYRevenuesLessExpensesAmt
Total Assets BOY	$32,082,286	TotalAssetsBOYAmt
Total Assets EOY	$41,762,400	TotalAssetsEOYAmt
Total Liabilities BOY	$6,780,036	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$14,100,293	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$25,302,250	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$27,662,107	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	$22,824,052	ExpenseAmt
Revenue	$30,951,941	RevenueAmt
Desc	INDIANA UNIVERSITY HEALTH PAOLI, INC. ("IU HEALTH PAOLI") IS A 24-BED CRITICAL ACCESS HOSPITAL THAT OFFERS A BROAD RANGE OF MEDICAL SPECIALTIES AND SERVICES TO CARE FOR ITS PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. IU HEALTH PAOLI SPECIALIZES IN RURAL, COMMUNITY-BASED SERVICES TO SERVE SOUTH CENTRAL INDIANA THROUGH ITS 24-HOUR EMERGENCY ROOM WITH AIR TRANSPORT AVAILABILITY, OB SERVICES, COMMUNITY OUTREACH PROGRAMS AND VISITING SPECIALIST SERVICES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$0	ExpenseAmt
Revenue	$389,915	RevenueAmt
Desc	As of December 31, 2020, Indiana University Health Paoli had received stimulus funds from the Provider Relief Fund under the provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) and Paycheck Protection Program and Health Care Enhancement Act. Indiana University Health Paoli recognized $389,915 as other program service revenue. Indiana University Health Paoli will continue to monitor compliance with the terms and conditions of the Provider Relief Fund.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$35,502	ExpenseAmt
Revenue	$48,144	RevenueAmt
Desc	IU HEALTH PAOLI RECEIVES RENT INCOME FROM A RELATED EXEMPT ORGANIZATION, IU HEALTH BLOOMINGTON, INC. ("IU HEALTH BLOOMINGTON") FOR VARIOUS OFFICES AND CLINICS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$5,678	ExpenseAmt
Revenue	$7,700	RevenueAmt
Desc	IU HEALTH PAOLI RECEIVES "SHARED SERVICES" REVENUE BY SHARING/PROVIDING SERVICES WITH IU Health Bloomington and INDIANA UNIVERSITY HEALTH CARE ASSOCIATES, INC. ("IU HEALTH PHYSICIANS")	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$5,678	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$7,700	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$22,865,232	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	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	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	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	false	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	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
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	false	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	false	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	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	27	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	199	EmployeeCnt
Employment Tax Returns Filed	false	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
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	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	false	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	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
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 300	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46204	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 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
BRIAN T SHOCKNEY
DIRECTOR/REGIONAL PRESIDENT (SCR)	10.0	45.0	Yes (X)	Yes (X)	$0	$849,268	$141,492
DANIEL J PETERSON
DIRECTOR/CHAIR	1.0	3.0	Yes (X)	Yes (X)	$0	$0	$0
JACK A KENWORTHY
DIRECTOR/VICE CHAIR	1.0	3.0	Yes (X)	Yes (X)	$0	$0	$0
JOYCE B POLING
DIRECTOR/SECRETARY	1.0	3.0	Yes (X)	Yes (X)	$0	$0	$0
BLAKE A DYE
DIRECTOR	1.0	54.0	Yes (X)		$0	$781,159	$136,531
DAVID L BEACHY DO
DIRECTOR	1.0	54.0	Yes (X)		$0	$234,599	$37,064
HOJJAT M SHAMLOO MD
DIRECTOR	1.0	54.0	Yes (X)		$0	$639,453	$51,385
JAMES J LAUGHLIN MD
DIRECTOR	1.0	54.0	Yes (X)		$0	$392,882	$18,400
JANET FARLOW PERRY
DIRECTOR	1.0	3.0	Yes (X)		$0	$0	$0
JOHN S STROBEL MD
DIRECTOR	1.0	54.0	Yes (X)		$0	$700,794	$45,997
JULIE MINTON
DIRECTOR	1.0	3.0	Yes (X)		$0	$0	$0
LYNN H COYNE
DIRECTOR	1.0	3.0	Yes (X)		$0	$0	$0
RICHARD G HENDRICKSON
DIRECTOR	1.0	4.0	Yes (X)		$0	$3,600	$0
LARRY R BAILEY
PRESIDENT	55.0	0.0		Yes (X)	$296,108	$9,220	$35,616
MICHAEL L CRAIG
VP & CFO (SCR)	10.0	50.0		Yes (X)	$0	$315,709	$36,561
ALAN W BIGGS
COO (SCR)	10.0	45.0			$0	$333,717	$25,662	Yes (X)
BRUCE R WADE
VP - HUMAN RESOURCES (SCR)	10.0	45.0			$0	$256,569	$42,146	Yes (X)
CYNTHIA R HERRINGTON
VP & CNO (SCR)	10.0	45.0			$0	$259,290	$35,091	Yes (X)
DANIEL A HANDEL MD
VP & CMO (SCR)	10.0	45.0			$0	$467,692	$39,986	Yes (X)
ANGELA M CONKLIN
ANESTHETIST	50.0	0			$166,327	$0	$32,275		Yes (X)
CHARLENE L CLARK
CLINICAL NURSE-OUTPATIENT	50.0	0			$107,701	$0	$34,393		Yes (X)
FRANKLIN R FRAZIER
ANESTHETIST	50.0	0			$172,227	$0	$13,226		Yes (X)
MICHELE RIDGE
CNO	50.0	0			$218,449	$0	$36,132		Yes (X)
PAMELLA J BOND
MANAGER-PHARMACY	50.0	0			$167,603	$0	$22,041		Yes (X)
JOEL C STROUD
FORMER HCE	0.0	50.0			$0	$165,318	$10,673			Yes (X)
KENNETH E MARSHALL MD
FORMER KEY EMPLOYEE	0.0	55.0			$0	$219,557	$48,907			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,128,414	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$5,628,828	TotReportableCompRltdOrgAmt
Total Other Compensation	$843,578	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	8	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	Address Line2ContractorAddress/USAddress/AddressLine2Txt
Pepper Construction
1850 W 15th Street	Indianapolis	IN	46202	Construction	$3,523,317
COMPHEALTH
PO BOX 972651	DALLAS	TX	753972651	STAFFING	$515,920
Carefusion Solutions
25082 Network Place	Chicago	IL	60673	Medical	$315,631
Artekna Design
321 E New York Street	Indianapolis	IN	46204	Construction	$197,900
Philips Healthcare
3000 Minuteman Road	Andover	MA	01810	Equipment	$187,802	MS 2214

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Related Organizations	$3,710	RelatedOrganizationsAmt
Government Grants	$9,766	GovernmentGrantsAmt
Total Contributions	$13,476	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERVICE REVENUE	622110	$30,951,941	$30,951,941
Federal Recovery Revenue	900099	$389,915	$389,915
RENT FROM RELATED 501(C)(3) ORGS.	532000	$48,144	$48,144
SHARED SERVICES	541900	$7,700	$7,700

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

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)
Total Program Service Revenue	$31,397,700	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$324,652	TotalRevenueColumnAmt
Exclusion	$324,652	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,208	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$2,208	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,208	TotalRevenueColumnAmt
Exclusion	$2,208	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$6,542,334	SecuritiesAmt
Other	$1,175	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$5,769,027	SecuritiesAmt
Other	$2,275	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$773,307	SecuritiesAmt
Other	-$1,100	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$772,207	TotalRevenueColumnAmt
Exclusion	$772,207	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
CAFETERIA/FOOD SERVICES	722320	$46,020	$46,020
ALL OTHER REVENUE	900099	$72,574	$72,574

Miscellaneous Revenue MiscellaneousRevenueGrp

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)
Other Revenue Total	$118,594	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$32,628,837	TotalRevenueColumnAmt
Related Or Exempt Func Income	$31,397,700	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,217,661	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$330,649	TotalAmt
Program Services	$282,718	ProgramServicesAmt
Management And General	$47,931	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$9,540,609	TotalAmt
Program Services	$8,201,865	ProgramServicesAmt
Management And General	$1,338,744	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$328,712	TotalAmt
Program Services	$275,352	ProgramServicesAmt
Management And General	$53,360	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,302,714	TotalAmt
Program Services	$1,135,205	ProgramServicesAmt
Management And General	$167,509	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$657,176	TotalAmt
Program Services	$570,429	ProgramServicesAmt
Management And General	$86,747	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$2,222	TotalAmt
Management And General	$2,222	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$12,566	TotalAmt
Management And General	$12,566	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$9,960,205	TotalAmt
Program Services	$4,702,127	ProgramServicesAmt
Management And General	$5,258,078	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$48,476	TotalAmt
Program Services	$44,920	ProgramServicesAmt
Management And General	$3,556	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$33,234	TotalAmt
Program Services	$28,698	ProgramServicesAmt
Management And General	$4,536	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$934,301	TotalAmt
Program Services	$706,438	ProgramServicesAmt
Management And General	$227,863	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$17,714	TotalAmt
Program Services	$6,524	ProgramServicesAmt
Management And General	$11,190	ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,788	TotalAmt
Program Services	$2,788	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,414,457	TotalAmt
Program Services	$1,332,883	ProgramServicesAmt
Management And General	$81,574	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$198,383	TotalAmt
Program Services	$48,311	ProgramServicesAmt
Management And General	$150,072	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
DRUGS AND MEDICAL SUPPLIES	$1,991,261	$1,991,261
BAD DEBT	$2,586,896	$2,586,896
Hospital Assessment Fee	$647,598	$647,598
Recruitment	$47,409	$0	$47,409

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$329,786	TotalAmt
Program Services	$301,219	ProgramServicesAmt
Management And General	$28,567	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$30,387,156	TotalAmt
Program Services	$22,865,232	ProgramServicesAmt
Management And General	$7,521,924	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$11,705,236	BOYAmt
EOY	$15,402,322	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,051,785	BOYAmt
EOY	$4,575,530	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	$101,973	BOYAmt
EOY	$88,636	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$435,686	BOYAmt
EOY	$760,633	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$121,799	BOYAmt
EOY	$121,498	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$23,374,445	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$12,304,586	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$7,747,517	BOYAmt
EOY	$11,069,859	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$8,918,290	BOYAmt
EOY	$9,743,922	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$32,082,286	BOYAmt
EOY	$41,762,400	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,750,582	BOYAmt
EOY	$9,380,690	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	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	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	$0	BOYAmt
EOY	$0	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	$5,029,454	BOYAmt
EOY	$4,719,603	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,780,036	BOYAmt
EOY	$14,100,293	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	$25,302,250	BOYAmt
EOY	$27,662,107	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	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	$25,302,250	BOYAmt
EOY	$27,662,107	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$32,082,286	BOYAmt
EOY	$41,762,400	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$2,241,681	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$118,176	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$0	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	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$2,222	OtherActivitiesAmt
Total Lobbying Expenditures	$2,222	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	IU HEALTH PAOLI PAID INSTITUTIONAL MEMBERSHIP DUES TO THE INDIANA HOSPITAL ASSOCIATION ("IHA") AND AMERICAN HOSPITAL ASSOCIATION DURING 2020 IN THE AMOUNT OF $3,463 AND $8,462 RESPECTIVELY. EACH MEMBERSHIP ORGANIZATION NOTIFIED IU HEALTH PAOLI THAT A PORTION OF THE DUES IT PAID WERE USED FOR LOBBYING PURPOSES. THE IHA USED 7.18%, OR $249 OF THE 2020 MEMBERSHIP DUES PAID BY IU HEALTH PAOLI, FOR LOBBYING EXPENDITURES. AMERICAN HOSPITAL ASSOCIATION USED 23.32% OR $1,973 OF 2020 MEMBERSHIP DUES PAID BY IU HEALTH PAOLI, FOR LOBBYING EXPENDITURES.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$183,505	OtherCostOrOtherBasisAmt
Book Value	$183,505	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,889,859	OtherCostOrOtherBasisAmt
Depreciation	$3,722,418	DepreciationAmt
Book Value	$2,167,441	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$791,602	OtherCostOrOtherBasisAmt
Depreciation	$657,524	DepreciationAmt
Book Value	$134,078	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$11,110,417	OtherCostOrOtherBasisAmt
Depreciation	$7,375,330	DepreciationAmt
Book Value	$3,735,087	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,399,062	OtherCostOrOtherBasisAmt
Depreciation	$549,314	DepreciationAmt
Book Value	$4,849,748	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$11,069,859	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
DUE TO THIRD-PARTY PAYERS	$2,666,476
INTERCOMPANY PAYABLES (NET)	$1,918,915
SELF-INSURANCE LIABILITIES	$26,244
Operating Lease Liabilities	$107,968

Field	Value	IRS element (for citing)
Total Liability	$4,719,603	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	FormAndLineReferenceDesc
Explanation	IU HEALTH PAOLI IS A SUBSIDIARY IN IU HEALTH'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS. The Internal Revenue Service (IRS) 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, 2020 and 2019, 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, 2020 and 2019, the Indiana University Health System had gross deferred tax assets of $135,889,000 and $143,157,000, respectively, primarily relating to net operating loss carryovers. Management determined that a full valuation allowance at December 31, 2020 and 2019, 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. The decrease in the valuation allowance for the current year was $7,264,000. At December 31, 2020, the Indiana University Health System has available net operating loss carryforwards of $546,376,000. Net operating losses generated from 2000 through 2017 will expire between 2021 and 2037. Net operating losses generated after 2017 do not expire.	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	false	ExpensesExceedBudgetInd
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)
Persons Served	1261	PersonsServedCnt
Total Community Benefit Expns	$625,776	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$625,776	NetCommunityBenefitExpnsAmt
Total Expense	0.0225	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Persons Served	3655	PersonsServedCnt
Total Community Benefit Expns	$7,445,196	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$5,710,137	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,735,059	NetCommunityBenefitExpnsAmt
Total Expense	0.0624	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
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	4916	PersonsServedCnt
Total Community Benefit Expns	$8,070,972	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$5,710,137	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,360,835	NetCommunityBenefitExpnsAmt
Total Expense	0.0849	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	8	ActivitiesOrProgramsCnt
Persons Served	650	PersonsServedCnt
Total Community Benefit Expns	$514,343	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$514,343	NetCommunityBenefitExpnsAmt
Total Expense	0.0185	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Persons Served	4	PersonsServedCnt
Total Community Benefit Expns	$7,310	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$7,310	NetCommunityBenefitExpnsAmt
Total Expense	0.0003	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Persons Served	2515	PersonsServedCnt
Total Community Benefit Expns	$2,667,007	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,162,049	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$504,958	NetCommunityBenefitExpnsAmt
Total Expense	0.0182	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
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	1	ActivitiesOrProgramsCnt
Persons Served	161	PersonsServedCnt
Total Community Benefit Expns	$490	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$490	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	11	ActivitiesOrProgramsCnt
Persons Served	3330	PersonsServedCnt
Total Community Benefit Expns	$3,189,150	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,162,049	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,027,101	NetCommunityBenefitExpnsAmt
Total Expense	0.0369	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	11	ActivitiesOrProgramsCnt
Persons Served	8246	PersonsServedCnt
Total Community Benefit Expns	$11,260,122	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$7,872,186	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$3,387,936	NetCommunityBenefitExpnsAmt
Total Expense	0.1219	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$106	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$106	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
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	1	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$106	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$106	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReportedInd
Bad Debt Expense	$1,060,110	BadDebtExpenseAmt
Reimbursed By Medicare	$8,184,488	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$7,887,755	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	$296,733	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
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 PAOLI INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	560 W Longest Street	AddressLine1Txt
City	PAOLI	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	47454	ZIPCd

Field	Value	IRS element (for citing)
Website Address	HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-PAOLI-HOSPITAL	WebsiteAddressTxt
State License	20-005065-1	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Critical Access Hospital	Yes (X)	CriticalAccessHospitalInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	INDIANA UNIVERSITY HEALTH PAOLI INC	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	18	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	19	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 (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3E	IU HEALTH PAOLI'S 2018 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) REPORT INCLUDES A PRIORITIZED DESCRIPTION OF SIGNIFICANT HEALTH NEEDS IN THE COMMUNITY. THE CHNA REPORT IDENTIFIED THE FOLLOWING FIVE NEEDS AS PRIORITIES FOR IU HEALTH PAOLI HOSPITAL: - ACCESS TO HEALTHCARE - OBESITY, DIABETES AND PHYSICAL INACTIVITY - MENTAL HEALTH* - DRUG AND SUBSTANCE ABUSE* - SOCIAL DETERMINANTS OF HEALTH *IU HEALTH USES THE TERM BEHAVIORAL HEALTH TO REFER TO MENTAL HEALTH AND DRUG AND SUBSTANCE ABUSE (INCLUDING OPIOIDS AND ALCOHOL).
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - INDIANA UNIVERSITY HEALTH PAOLI, INC.. IN CONDUCTING ITS MOST RECENT CHNA, IU HEALTH PAOLI'S APPROACH TO GATHERING QUALITATIVE DATA CONSISTED OF MULTIPLE COMPONENTS USED TO IDENTIFY AND VERIFY COMMUNITY HEALTH NEEDS FOR THE IU HEALTH PAOLI SERVICE AREA. THIS INCLUDED THE FOLLOWING: 1. COMMUNITY MEETINGS 2. KEY STAKEHOLDER INTERVIEWS 3. COMMUNITY SURVEY COMMUNITY MEETINGS: TO OBTAIN A MORE COMPLETE PICTURE OF THE FACTORS THAT PLAY INTO THE ORANGE COUNTY COMMUNITY'S HEALTH, INPUT FROM LOCAL HEALTH AND COMMUNITY LEADERS WERE GATHERED AT A MEETING ON APRIL 19, 2018 AT THE ORANGE COUNTY COMMUNITY CENTER IN PAOLI. ORGANIZATIONS WHO PARTICIPATED IN THE FOCUS GROUP ARE AS FOLLOWS: -BACKPACKS OF BLESSINGS -HOOSIER HILLS PACT, TOBACCO -HOOSIER UPLANDS -MID-SOUTHERN BANK -ORANGE COUNTY EMA -ORANGE COUNTY GOVERNMENT -ORANGE COUNTY HEALTH DEPARTMENT -ORANGE COUNTY PUBLISHING -PAOLI JR./SR. HIGH SCHOOL -PLUTO CORPORATION -PURDUE EXTENSION -SOUTHERN INDIANA COMMUNITY HEALTHCARE -WOMEN, INFANTS, AND CHILDREN (WIC) THE MEETING BEGAN WITH A PRESENTATION THAT DISCUSSED THE GOALS AND STATUS OF THE CHNA PROCESS AND THE PURPOSE OF THE COMMUNITY MEETING. THEN, SECONDARY DATA WERE PRESENTED, ALONG WITH A SUMMARY OF THE MOST UNFAVORABLE COMMUNITY HEALTH INDICATORS. FOR THE COMMUNITY SERVED BY IU HEALTH PAOLI HOSPITAL, THOSE INDICATORS WERE (IN ALPHABETICAL ORDER): - EDUCATIONAL ATTAINMENT - MENTAL HEALTH AND ACCESS TO MENTAL HEALTH SERVICES - OBESITY AND PHYSICAL INACTIVITY - POVERTY AND UNEMPLOYMENT - PREVALENCE OF CHRONIC DISEASE AND ASSOCIATED MORTALITY - SMOKING, INCLUDING DURING PREGNANCY - SUBSTANCE ABUSE MEETING PARTICIPANTS THEN WERE ASKED TO DISCUSS WHETHER THE IDENTIFIED, UNFAVORABLE INDICATORS ACCURATELY IDENTIFIED THE MOST SIGNIFICANT COMMUNITY HEALTH ISSUES AND WERE ENCOURAGED TO ADD ISSUES THAT THEY BELIEVED WERE SIGNIFICANT. SEVERAL ISSUES WERE ADDED, SUCH AS: ACCESS TO HEALTHCARE, SEXUALLY TRANSMITTED DISEASES, AND BEHAVIORAL HEALTH. DURING THE MEETING, A RANGE OF OTHER TOPICS WAS DISCUSSED, INCLUDING: - DISPARITIES IN EDUCATION, TRANSPORTATION, KNOWLEDGE OF RESOURCES - LENGTH OF TIME FOR A NEW PATIENT TO GET IN TO SEE A PROVIDER - INABILITY FOR SOME TO AFFORD EMPLOYER'S INSURANCE AND PRESCRIPTION COSTS - LACK OF INTEREST ACCESS - LACK OF ACCESS TO TRANSPORTATION - INDIVIDUALS WITH SEXUALLY TRANSMITTED DISEASES ARE OFTEN UNDER-DIAGNOSED DUE TO THE LACK OF AVAILABLE SERVICES AND TREATMENT - NOT ENOUGH FIRE AND EMS TRAINED PERSONNEL - EMPLOYEE SUBSTANCE ABUSE - POSSIBLE SOLUTIONS, SUCH AS ACCESS TO TECHNOLOGY, INCREASED AWARENESS OF ALCOHOLICS ANONYMOUS AND NARCOTICS ANONYMOUS, TELEHEALTH FOR MENTAL HEALTH SERVICES, EDUCATION CAMPAIGNS, ADDITIONAL SUPPORT GROUPS, ADDITIONAL LOCAL PROVIDERS, LOW COST INTERVENTIONS, GRANT OPPORTUNITIES, AND RIDE-SHARING. AFTER DISCUSSING THE NEEDS IDENTIFIED THROUGH SECONDARY DATA AND ADDING OTHERS TO THE LIST, EACH PARTICIPANT WAS ASKED THROUGH A VOTING PROCESS TO IDENTIFY THREE TO FIVE NEEDS THEY CONSIDER TO BE THE MOST SIGNIFICANT. FROM THIS PROCESS, THE GROUP IDENTIFIED SIX NEEDS AS BEING THE MOST SIGNIFICANT IN THE COMMUNITY SERVED BY IU HEALTH PAOLI HOSPITAL: - BEHAVIORAL HEALTH AND SUBSTANCE ABUSE - EDUCATIONAL ATTAINMENT - POVERTY AND UNEMPLOYMENT - MENTAL HEALTH AND ACCESS TO MENTAL HEALTH SERVICES - OBESITY AND PHYSICAL INACTIVITY - ACCESS TO HEALTHCARE KEY STAKEHOLDER INTERVIEWS: IU HEALTH PAOLI ALSO CONDUCTED AN INTERVIEW WITH A REPRESENTATIVE OF THE ORANGE COUNTY HEALTH DEPARTMENT. THE INTERVIEW WAS CONDUCTED TO ASSURE THAT APPROPRIATE AND ADDITIONAL INPUT WAS RECEIVED FROM A GOVERNMENTAL PUBLIC HEALTH OFFICIAL. ACCORDINGLY, THE RESULTS OF THE COMMUNITY MEETING WERE DISCUSSED AND INSIGHTS WERE SOUGHT REGARDING SIGNIFICANT COMMUNITY HEALTH NEEDS, WHY SUCH NEEDS ARE PRESENT, AND HOW THEY CAN BE ADDRESSED. THE INTERVIEW WAS GUIDED BY A STRUCTURED PROTOCOL THAT FOCUSED ON OPINIONS REGARDING SIGNIFICANT COMMUNITY HEALTH NEEDS, DESCRIBING WHY SUCH NEEDS ARE PRESENT, AND SEEKING IDEAS FOR HOW TO ADDRESS THEM. THE INTERVIEWEE CONFIRMED THAT THE TOP NEEDS IDENTIFIED BY THE COMMUNITY MEETING GROUP WERE SOME OF THE MOST SIGNIFICANT. THESE NEEDS WERE: - BEHAVIORAL HEALTH AND SUBSTANCE ABUSE - EDUCATIONAL ATTAINMENT - POVERTY AND UNEMPLOYMENT - MENTAL HEALTH AND ACCESS TO MENTAL HEALTH SERVICES - OBESITY AND PHYSICAL INACTIVITY - ACCESS TO HEALTHCARE SUBSTANCE ABUSE IS A SIGNIFICANT ISSUE IN THE COMMUNITY, AND THERE ARE FEW TREATMENT OPTIONS FOR ADDICTION. FOR TREATMENT OPTIONS THAT ARE AVAILABLE IN AND NEARBY THE COUNTY, LONG WAITING LISTS EXIST FOR CARE. UNEMPLOYMENT IS ALSO AN ISSUE, PARTICULARLY BECAUSE SOME RESIDENTS CANNOT PASS THE REQUIRED DRUG TESTS FOR EMPLOYMENT. CHRONIC ILLNESS, DISEASE, AND ISSUES WITH SUBSTANCE ABUSE ALL LEAD TO PEOPLE NOT WORKING IN THE COUNTY. A LACK OF TRANSPORTATION OPTIONS ALSO CONTRIBUTES TO POOR HEALTH OUTCOMES AND TO UNEMPLOYMENT. WHILE COUNTY TRANSIT EXISTS, IT IS OFTEN LIMITED. ADDITIONALLY, MEDICAID DOES NOT REIMBURSE THE SAME FOR TRANSPORTATION AS BEFORE, SO FEWER RESIDENTS ARE ABLE TO ENSURE TRAVEL TO MEDICALAPPOINTMENTS. THERE IS A LACK OF HEALTH SERVICES, PARTICULARLY A LACK OF ANY URGENT CARE FACILITIES OR LOW INCOME CLINICS. DUE TO THIS SHORTAGE, MANY RESIDENTS DO NOT GO TO A MEDICAL PROFESSIONAL EXCEPT IN EMERGENCY SITUATIONS. PREVENTIVE HEALTHCARE IS NOT COMMON AMONG RESIDENTS, LARGELY DUE TO FINANCIAL REASONS AND ALSO EDUCATION AROUND PROPER PREVENTIVE HEALTH BEHAVIORS. IN OthER WORDS, RESIDENTS MAY NOT KNOW PREVENTIVE MEASURES TO TAKE THAT CONTRIBUTE TO BETTER HEALTH - I.E. EXERCISING, HEALTHY EATING, PROPER TEETH CARE, ETC. A LACK OF ACCESS TO EXERCISE OPPORTUNITIES EXISTS, PARTICULARLY BECAUSE THERE ARE FEW WALKING OR BICYCLE PATHS FOR ACTIVITIES. SEVERAL POPULATIONS WERE IDENTIFIED AS VULNERABLE: - CHILDREN, ESPECIALLY DUE TO A NUMBER OF HOUSEHOLDS EXPERIENCING SUBSTANCE ABUSE AND NEGLECT ISSUES. - ELDERLY POPULATIONS NEED ASSISTANCE WITH MEDICATION MANAGEMENT. - THERE IS A LARGE HISPANIC POPULATION THAT LARGELY LACKS HEALTH INSURANCE AND HAS LIMITED ENGLISH PROFICIENCY, MAKING IT DIFFICULT TO GET THIS GROUP HEALTH SERVICES. MORE RESOURCES AROUND EDUCATION FOR TOBACCO CESSATION, CHRONIC DISEASE MANAGEMENT, AND OTHER COMMON HEALTH ISSUES ARE NEEDED. YOUTH EDUCATION PROGRAMS ARE ALSO NECESSARY TO TRY TO BREAK THE CYCLE OF POOR HEALTH AND WELFARE THAT MANY FAMILIES EXPERIENCE. MORE INCENTIVES ARE NEEDED TO ENSURE PROVIDERS COME TO THE REGION, ESPECIALLY FOR BEHAVIORAL HEALTH CARE, DENTAL CARE, AND URGENT CARE FACILITIES. OBESITY AND DIABETES CONTINUE TO BE ISSUES IN THE COMMUNITY. CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD) IS A CONCERN DUE TO A LONG HISTORY OF TOBACCO USE IN THE REGION, IN ADDITION TO MANUFACTURING JOBS LEADING TO POOR CONDITIONS. THERE IS AN INCREASE IN HEPATITIS C INCIDENCES DUE TO IV DRUG USE. TRANSITIONAL HOUSING PROGRAMS ARE NEEDED IN THE COMMUNITY, PARTICULARLY FOR CHRONIC HOMELESS POPULATIONS AND THOSE LEAVING INCARCERATION. MORE WORK TRAINING PROGRAMS ARE ALSO NEEDED FOR THESE GROUPS. COMMUNITY SURVEY: TO INFORM THE CHNA, A COMMUNITY SURVEY WAS CONDUCTED. THE SUVEY WAS SPONSORED BY A COOPERATIVE OF INDIANA HOSPITAL SYSTEMS, UNDER CONTRACT WITH THE UNIVERSITY OF EVANSVILLE AND THE INDIANA UNIVERSITY SCHOOL OF PUBLIC HEALTH-BLOOMINGTON. RESEARCHERS FROM INDIANA UNIVERSITY AND UNIVERSITY OF EVANSVILLE CONTRACTED WITH THE CENTER FOR SURVEY RESEARCH AT INDIANA UNIVERSITY TO ADMINISTER THE SURVEY. THE SURVEY WAS CONDUCTED IN TWO PHASES, WITH PHASE 1 CONDUCTED AS A PAPER SURVEY MAILED TO AN ADDRESS-BASED SAMPLE, AND PHASE 2 ADMINISTERED BY SOME OF THE HOSPITALS TO A CONVENIENCE SAMPLE THEY SELECTED. IU HEALTH PARTICIPATED IN PHASE 1. A QUESTIONNAIRE WAS DEVELOPED, WITH INPUT PROVIDED BY THE INDIANA HOSPITAL SYSTEMS, AND INCLUDED A NUMBER OF QUESTIONS ABOUT GENERAL HEALTH STATUS, ACCESS AND UTILIZATION OF SERVICES, PERSONAL BEHAVIORS, SOCIAL DETERMINANTS OF HEALTH, AND ALSO RESPONDENT DEMOGRAPHIC INFORMATION (E.G., ZIP CODE, INCOME LEVEL, EMPLOYMENT STATUS, RACE AND ETHNICITY, HOUSEHOLD SIZE, GENDER, AND AGE). THE SURVEY WAS MAILED TO APPROXIMATELY 82,000 HOUSEHOLDS, AND THE "FIELD PERIOD" WAS APRIL 2, 2018 THROUGH JUNE 29, 2018. THE PROCESS INCLUDED TWO MAILINGS TO EACH ADDRESS; A POSTCARD MAILING ALSO TOOK PLACE TO ENCOURAGE RESPONSES. OVERALL, 9,161 COMPLETED THE QUESTIONNAIRES WERE RECEIVED BY ALL OF THE PARTICIPATING HOSPITALS, FOR AN OVERALL RESPONSE RATE OF 11.6%, 5,030 QUESTIONNAIRES WERE RECEIVED FROM THE 17 INDIANA COUNTIES SERVED BY ONE OF MORE IU HEALTH HOSPITAL. A DATASET WAS THEN CREATED FROM THE IU HEALTH SURVEY RESPONSES, AND THE RESPONSES WERE ADJUSTED FOR TWO FACTORS; THE NUMBER OF ADULTS IN EACH HOUSEHOLD AND A POST-STRATIFICATION ADJUSTMENT DESIGNED TO MAKE THE RESULTS MORE REPRESENTATIVE OF THE POPULATION IN EACH COMMUNITY.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - INDIANA UNIVERSITY HEALTH PAOLI, INC.. In conjunction with the CHNA, IU Health Paoli's Board adopted an implementation strategy in April 2019 related to the 2018 CHNA. IU Health Paoli prioritized and determined which of the community health need identified in its most recently conducted CHNA were most critical for it to address. IU Health Paoli will address the following community health needs between 2019 and 2021: - Access to Healthcare Services - Obesity, Diabetics and Physical Inactivity - Behavioral Health - Social Determinants of Health IU Health uses the term Behavioral Health to refer to Mental Health and Drug and Substance Abuse (including Opioids and Alcohol). Access to Healthcare IU Health Paoli's implementation strategy to address the identified need of Access to Healthcare includes the following: - Recruit providers by working with existing primary care providers on the recruitment efforts. Opened new family and internal medicine (FIM) clinic which added 3 new providers in our medically underserved area. This clinic also provides a walk-in clinic 6 days a week with hours from 7a-7p. - Recruited one provider, but lost one, so no gain in 2019. Actively recruiting for position. All providers retained and Cardiology services expanded with increase in days of patient appointments from providers. - Continue to provide Hospital Presumptive Eligibility (HPE) to self-pay patients and application assistance to patients and community members. Paoli employs an insurance navigator that serves not only patients but allows for walk-in clients to come in during business hours to get assistance. In 2020, 626 community members were served by the navigator. Currently, Orange county has a 10% un-insured rate. - Maintain and recruit healthcare specialists to practice in hospital-based Visiting Specialist Clinics Nine providers retained and three new providers recruited. Actively recruiting for additional positions. All providers have been retained. We did have an expansion of our Cardiology services with current providers adding an extra day of patient appointments every week. - Provide support in recruiting a Substance Abuse Medical Specialist to provide services to local community. Participated in recruiting activities with SICHC to bring a provider to this area. Still ongoing, a social worker was added to the SICHC healthcare group. - Provide behavioral health services and treatment to students. Virtual Behavioral Health Hub set up in local Jr. & Sr. High school in Sept. 2019. Ten students utilized the service during 2019. The service is still available. Obesity Prevention IU Health Paoli's implementation strategy to address the identified need of Obesity Prevention includes the following: - Provide breastfeeding support group to nursing mothers. This service is still available and will resume once Covid restrictions are lifted/decreased. - Provide support group for community members with diabetes. A support group met once a month and provided information, education & support with guest speakers, activities, and discussion. The support group was held only 2 times in 2020 due to Covid restrictions. Plans are to resume support group once approval given and Covid restrictions lifted or loosened. - Collaborate with the other Indiana University South Central Region hospitals and community organizations to host a Day of Service event focused on healthy weight, physical activity, good nutrition and promotion of positive behavioral health. 2020 Days of Service were held from Sept. 7th-30th. A food drive collected donations for the local food pantry. The hospital also collected pet food/items for the local animal shelter during this time. Collected and donated masks and made hygiene kits for 3 local school districts within Orange county. Hygiene kits were also distributed to the food pantry along with the food items collected. Behavioral Health (includes Drug & Substance Abuse and Mental Health) IU Health Paoli's implementation strategy to address the identified need of Behavioral Health includes the following: - Provide support in recruiting a Substance Abuse Medical Specialist to provide services to local community. Participated in recruiting activities with SICHC to bring a provider to this area. Provided recruitment assistance for a physician that joined a local Federally Qualified Healthcare Center. - Provide a drug take-back bin for patients and community members to turn in unused or expired drugs. A bin is located in hospital, collected 158 pounds of medications in 2019. Collected an additional 54 pounds of unused medications. Plan is to promote via social media channels and resume collections that were low in 2020 due to Covid restrictions. - Pain Resource Nurse and committee address frequent and repeat patient emergency department (ED) visits and work to decrease unnecessary visits by assisting patients in finding needed resources. During 2019, a nurse was active in this role. Continued to maintain the average decrease in ED visits that was achieved with the initiation of this program. Program still active with a RN serving in this role. Currently waiting on 2020 data at this time. This RN is able to function in this role as part of normal schedule and specific hours designated for this program. - Provide peer recovery coaching via IU Health behavioral health virtual services to patients struggling with substance abuse issues. 2019 was the first year for these services at IU Health Paoli, and the total number of sessions was 396, resulting in 97 episodes of treatment. For 2020 there were 71 episodes of treatment for 59 patients. 85.92% of referred patients accepted Peer Recovery Care. There were a total of 175 Peer Recovery sessions with 80% successful follow-ups. 24.29% of patients were sober on last follow-up. A total of 2,188 minutes were spent with patients. There wasn't the anticipated increase, but there were also less people visiting the ED due to Covid concerns/fear. - Screen perinatal patients and have trained PMAD Registered Nurses consult with patients and offer support group and warm-line services, if needed. Of the 102 births in 2019, 100% of the mothers were screened and 7 individuals were further served via the support group meetings and the warm-line. In 2020, there were 77 births with 100% being screened for PMAD. No active support group during 2020 due to Covid restrictions. Warm-line is still available. - Provide behavioral health services and treatment to students. Virtual Behavioral Health Hub set up in local Jr. & Sr. High school in Sept. 2019. Ten students utilized the service during 2019. Program is still active, awaiting 2020 data - Provide patients with a behavioral health diagnosis with virtual psychiatric assessments by IU Health Virtual Visits care team. New in 2019, this service provided 154 sessions and 21 repeat patients utilized additional sessions. For 2020 there were 173 assessments completed for 143 patients with 30 repeat patients. Ages 17 and under were at 25.43% of total patients, 18-24 were 18.5%, 25-44 were 29.48%, 45-64 were 20.81 and 65+ were 5.78% of the patients serviced. This service drastically decreased the need to transfer behavioral health needs patients to another facility from 27.42 % of the time down to 6.36 % of patients needing transfers. Social Determinants of Health IU Health Paoli's implementation strategy to address the identified need of Social Determinants of Health include the following: - Provide opportunities for job shadowing in various areas of the hospital. Only one job shadow occurred in 2019. This was due to an age restriction that kept many high school students from being able to participate. The age restriction was changed which will allow many more students to job shadow. Job shadows restricted due to Covid, with plans to resume once Covid restrictions allow. - Provide internships to college students who are seeking designated healthcare degrees. In 2019, IU Health Paoli averaged three interns per quarter and had almost 700 hours that employees had precepted a student in a clinical program. IU Health Paoli continued to support secondary education by providing staff hours for students in radiology, PT/OT and respiratory to complete their clinical requirements at the hospital. The total number of preceptor hours for students for 2020 was 751.4. IU Health Paoli temporarily postponed job shadowing until Covid restrictions are lessened. The hospital was only allowing students in a clinical program to come into the facility. Also, IU Health Paoli continues to address all community health needs based on their 2018 Community Health Needs Assessment (CHNA) and work
Schedule H, Part V, Section B, Line 13 Facility , 1	Facility , 1 - INDIANA UNIVERSITY HEALTH PAOLI, INC.. IN ADDITION TO FPG, IU HEALTH PAOLI MAY TAKE INTO CONSIDERATION A PATIENT'S INCOME AND/OR ABILITY TO PAY IN CALCULATION OF A FINANCIAL ASSISTANCE AWARD.
Schedule H, Part V, Section B, Line 13 Facility , 1	Facility , 1 - INDIANA UNIVERSITY HEALTH PAOLI, INC.. IU Health Paoli 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 Paoli will treat the adult as a dependent for purposes of the FPL calculation. IU Health Paoli 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 Paoli, 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 Paoli 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 Paoli 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 Paoli 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 Paoli 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 PAOLI, INC.. IU Health Paoli 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	4	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
IU HEALTH PAOLI HOSPITAL REHABILITATION
642 W HOSPITAL RD	PAOLI	IN	47454	REHABILITATION SERVICES
IUH PAOLI HOSPITAL OBGYN
642 W HOSPITAL RD	PAOLI	IN	47454	SPECIALTY CARE
IU HEALTH PAOLI HOSPITAL SURGERY DEPT
642 W HOSPITAL RD	PAOLI	IN	47454	SPECIALTY CARE
IU HEALTH PAOLI WALK-IN
560 W Longest Street	PAOLI	IN	47454	PRIMARY CARE

Supplemental Information Detail SupplementalInformationDetail (22 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part I, Line 6a C.B. REPORT PREPARED BY A RELATED ORG.	IU HEALTH PAOLI'S COMMUNITY BENEFIT AND OTHER INVESTMENTS, ENCOMPASSING ITS TOTAL COMMUNITY INVESTMENT, ARE INCLUDED IN THE IU HEALTH COMMUNITY BENEFIT REPORT WHICH IS PREPARED ON BEHALF OF AND INCLUDES IU HEALTH AND ITS RELATED HOSPITAL ENTITIES IN THE STATE OF INDIANA. THE IU HEALTH COMMUNITY BENEFIT REPORT IS MADE AVAILABLE TO THE PUBLIC ON IU HEALTH'S WEBSITE AT HTTPS://IUHEALTH.ORG/IN-THE-COMMUNITY. THE IU HEALTH COMMUNITY BENEFIT REPORT IS ALSO DISTRIBUTED TO NUMEROUS KEY ORGANIZATIONS THROUGHOUT THE STATE OF INDIANA IN ORDER TO BROADLY SHARE THE IU HEALTH STATEWIDE SYSTEM'S COMMUNITY BENEFIT EFFORTS. IT IS ALSO AVAILABLE BY REQUEST THROUGH THE INDIANA STATE DEPARTMENT OF HEALTH OR IU HEALTH.
Schedule H, Part I, Line 7f BAD DEBT EXPENSE	THE AMOUNT OF BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE OF TOTAL EXPENSE ON LINE 7, COLUMN (F) IS $2,586,896.
Schedule H, Part I, Line 7 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 DOES NOT INCLUDE DIRECT OFFSETTING REVENUE, IS 40.50%.
Schedule H, Part II PROMOTION OF HEALTH IN COMMUNITIES SERVED	IU Health Paoli Hospital participates in community building activities that address the social determinants of health in the communities it serves. IU Health Paoli Hospital and its related hospital entities across the state of Indiana ("IU Health Statewide System") invest in economic development efforts across the state, collaborate with like-minded organizations through coalitions that address key issues, and advocate for improvements in the health status of vulnerable populations. Additionally, through the IU Health Statewide System's team member volunteer program, IU Health Serves, team members across the state positively impact the health of the community and foster a culture of engagement and social responsibility. In 2020, more than 1,400 team members throughout the statewide system dedicated time to support over 49 projects to positively impact the community.
Schedule H, Part V, Section B, Line 5 INPUT FROM COMMUNITY (CONTINUED)	FOR IU HEALTH PAOLI HOSPITAL, 244 RESPONDENTS PARTICIPATED IN THE SURVEY. THE community survey indicates that substance abuse, obesity, chronic diseases, poverty, and alcohol use or abuse represent top concerns in the community served by iu health paoli hospital.
Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care	IU Health Paoli 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 Paoli will treat the adult as a dependent for purposes of the FPL calculation. IU Health Paoli 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 Paoli, 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 Paoli 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 Paoli 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 Paoli 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 Paoli 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 Paoli 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 PAOLI DOES NOT INCLUDE ANY COSTS ASSOCIATED WITH PHYSICIAN CLINICS AS SUBSIDIZED HEALTH SERVICES.
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation	2586896
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	THE BAD DEBT EXPENSE REPORTED ON SCHEDULE H, PART III, LINE 2 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 Paoli 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 Paoli 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 Paoli 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 financial resources and are deemed to be medically indigent. 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 for this type of financial assistance are 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 $90,358,000 and $96,693,000 in 2020 and 2019, respectively.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	IU HEALTH PAOLI HOSPITAL DID NOT HAVE A MEDICARE SHORTFALL FOR 2020. IU HEALTH PAOLI'S MEDICARE REIMBURSEMENTS, HOWEVER, ARE NORMALLY LESS THAN THE COST OF PROVIDING PATIENT CARE AND SERVICES TO MEDICARE BENEFICIARIES AND DO NOT INCLUDE ANY AMOUNTS THAT RESULT FROM INEFFICIENCIES OR POOR MANAGEMENT. IU HEALTH PAOLI 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. 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 PAOLI MEDICARE COST REPORT. "ALLOWABLE COSTS" FOR MEDICARE COST REPORT PURPOSES, HOWEVER, ARE NOT REFLECTIVE OF ALL COSTS ASSOCIATED WITH IU HEALTH PAOLI'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 PAOLI'S PARTICIPATION IN MEDICARE PROGRAMS WOULD SIGNIFICANTLY REDUCE THE MEDICARE SURPLUS REPORTED ON SCHEDULE H, PART III, LINE 7.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	IU Health PAOLI'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 PAOLI maintains the confidentiality of all Financial Assistance Applications and supporting documentation. IU Health PAOLI 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 PAOLI 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 PAOLI, INC.: 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 PAOLI, INC.: 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 PAOLI, INC.: Line 16c URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE;
Schedule H, Part VI, Line 2 Needs assessment	COMMUNITIES ARE MULTIFACETED AND SO ARE THEIR HEALTH NEEDS. IU HEALTH PAOLI UNDERSTANDS THAT THE HEALTH OF INDIVIDUALS AND COMMUNITIES ARE SHAPED BY VARIOUS SOCIAL AND ENVIRONMENTAL FACTORS, ALONG WITH HEALTH BEHAVIORS AND ADDITIONAL INFLUENCES. IU HEALTH PAOLI ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES BY CONDUCTING A CHNA. THIS ASSESSMENT INCLUDES COLLABORATION WITH OTHER COMMUNITY ORGANIZATIONS SUCH: - BACKPACKS FOR BLESSINGS - HOOSIER HILLS PACT, TOBACCO - HOOSIER UPLANDS - MID-SOUTHERN BANK - ORANGE COUNTY EMS - ORANGE COUNTY GOVERNMENT - ORANGE COUNTY HEALTH DEPARTMENT - ORANGE COUNTY PUBLISHING - PAOLI JR./SR. HIGH SCHOOL - PLUTO CORPORATION - PURDUE EXTENSION - SOUTHERN INDIANA COMMUNITY HEALTHCARE - WOMEN, INFANTS AND CHILDREN (WIC) AFTER COMPLETION OF THE CHNA, IU HEALTH PAOLI REVIEWED THE INFORMATION GATHERED FROM COMMUNITY LEADER FOCUS GROUPS, COMMUNITY INPUT SURVEYS AND STATISTICAL DATA. THE NEEDS IDENTIFIED WERE ANALYZED AND RANKED TO DETERMINE THE PREVALENCE AND SEVERITY OF COMMUNITY HEALTH NEEDS AND WHICH ONES WERE MOST CRITICAL. ADDITIONALLY, THE EFFECTIVENESS OF AN INTERVENTION FOR EACH NEED AND IU HEALTH PAOLI'S ABILITY TO IMPACT POSITIVE CHANGE WAS EVALUATED.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	IU Health PAOLI 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 PAOLI IS LOCATED IN ORANGE COUNTY, INDIANA, A COUNTY LOCATED IN SOUTH CENTRAL INDIANA. ORANGE COUNTY INCLUDES ZIP CODES WITHIN THE TOWNS OF FRENCH LICK, ORLEANS, PAOLI, AND WEST BADEN SPRINGS. BASED ON THE MOST RECENT CENSUS BUREAU (2020) STATISTICS, ORANGE COUNTY'S POPULATION IS 19,867 PERSONS WITH APPROXIMATELY 50.1% BEING FEMALE AND 49.9% MALE. THE COUNTY'S POPULATION ESTIMATES BY RACE ARE 94.5% WHITE, 1.7% BLACK, 1.8% HISPANIC OR LATINO, 0.4% ASIAN, 0.4% AMERICAN INDIAN OR ALASKA NATIVE, AND 1.3% PERSONS REPORTING TWO OR MORE RACES. ORANGE COUNTY HAS RELATIVELY LOW LEVELS OF EDUCATIONAL ATTAINMENT AS COMPARED TO OTHER INDIANA COUNTIES. ROUGHLY, 10.9% OF THE POPULATION HAS A BACHELOR'S DEGREE OR GRADUATE/PROFESSIONAL DEGREE, WHILE 83.2% OF THE POPULATION HAS OBTAINED A HIGH SCHOOL DEGREE.
Schedule H, Part VI, Line 5 Promotion of community health	IU Health Paoli invests in its community to improve the quality of life of its community members. Several community benefit highlights are described below. IU Health Paoli partners with the local school systems and community partners to provide preventive health educational programs. We recently expanded our number of certified car seat inspections technichians with a state training course. We now have 5 certified technicians that can inspect, educate and assist those community members with their car seat questions and problems. Quarterly community car seat inspections will begin in 2021 to ensure that the children in our community are safely traveling in vehicles. We can also replace or give out a car seat if needed once inspection and education are completed. The car seats available range from newborn to booster seats to cover all children that are required by Indiana law to be in an appropriate car seat. Our community health program donated 15 safe sleep kits to the Life Resource Center so that anyone in need of a safe place for their infant under 1 year of age to sleep can easily access this item. The safe sleep kits are given to those after they complete a short educational presentation and include a pack and play crib, crib sheet, sleep sak, and additional educational materials for the parents or caregivers. This service is also available to any new mom or caregiver of a newborn delivered at IU Health Paoli. IU Health Paoli is the lead agency for the local homegrown Orange County Health Coalition. The coalition is a place for community partners to gather, network and address community health needs together. In 2020 we completed two free Flu Shot Clinics with the partnership of the county 4-H committee. These were both drive through clinics and approximately 100 free flu shots were distributed through this effort. Transportation costs were also covered by IU Health for any community member that needed a ride to and from the free clinic. IU Health Paoli offers a monthly community Diabetic Support Group offered the third Thursday of each month. Related health and preventative topics are discussed by a nurse, pharmacist or registered dietician, and guest speakers. In late 2020, IUH Paoli also stood up our Covid 19 Vaccine clinic. The county has donated the use of the Community Center which has allowed approximately 225 people per day an appointment to receive their vaccine. The clinic is staffed by hospital team members and operates 6 days a week.
Schedule H, Part VI, Line 6 Affiliated health care system	IU Health Paoli is part of the IU Health Statewide System. The IU Health Statewide system 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. IU Health is comprised of hospitals, physicians and allied services dedicated to providing preeminent care throughout Indiana and beyond. National Recognition - Eight hospitals designated as Magnet by the American Nurses Credentialing Center recognizing excellence in nursing care. - U.S. News & World Report - Annual Rankings - IU Health Medical Center is nationally ranked for the 23rd year in a row. IU Health Medical Center is nationally ranked in 3 adult specialties and 10 pediatric specialties and rated high performing in 5 adult specialties and 6 procedures and conditions. - IU Health has five hospitals that are considered high performing in certain procedures and conditions: IU Health Ball, IU Health Arnett, IU Health North, IU Health West, and IU Health Bloomington hospitals. - Riley Hospital for Children at IU Health is nationally ranked in 10 pediatric specialties. IU Health Statewide System Hospitals in the system include the following: - 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 Blackford - 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 - IU Health White Memorial Hospital The system is divided into five regions that serve communities in Northwest, Northeast, Central, and Southern Indiana. IU Health Inc. has significant statewide reach as a: 1) teaching hospital, 2) research activities with the IU School of Medicine and other national collaborations, 3) Riley's network of locations throughout the state due to its pediatric expertise, and 4) Riley's trauma department is the only Level I Pediatric Trauma Center in Indiana. Although each hospital in the system conducts and adopts its own CHNA and implementation strategy, the system considers the sum of these plans part of a system wide goal of making Indiana one of the healthiest states in the nation. The hospitals are guided by a system wide mission to improve the health of our patients and community through innovation, and excellence in care, education, research, and service. The system is keenly aware of the positive impact it can have on improving the health of communities throughout the state of Indiana by aligning resources in a system-level and strategic way. Education and Research The system includes the Academic Health Center that works in partnership with the IU School of Medicine to train physicians, blending breakthrough research and treatments with the highest quality of patient care. Each year, more than 1,000 residents and fellows receive training in IU Health 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. In 2017, IU Health and the IU School of Medicine announced that they would invest $50 million over six years in the Strategic Research Initiative (SRI), a new research collaboration that has enhanced the institutions' joint capabilities in fundamental scientific investigation, translational research and clinical trials. The initial focus is on projects in the fields of neuroscience, cancer and cardiovascular disease with the goal to fund transformative proposals that will fundamentally change the understanding of these diseases and lead to important new therapies for patients. The three target research areas 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. One of the most significant outcomes of this initiative includes the Indiana University Melvin and Bren Simon Cancer Center receiving the National Cancer Institute's (NCI)-designated status of "comprehensive." This designation was achieved in August 2019 making the center the only NCI-designated Comprehensive Cancer Center in Indiana and one of just 51 in the nation. Community Health To further promote the health of the communities served by the system, the system-level Community Health team builds the capabilities and competencies to impact team members, risk lives, and patients throughout the system. Additionally, the team partners with state and local community-based organizations, community coalitions, and governmental agencies to pursue a system-level advocacy/collaboration strategy that seeks to improve the health of communities. All hospitals in the system identify and address significant health needs unique to the community it serves. However, because some of these health needs are common in communities served by multiple hospitals in the system, they warrant a system level strategy. Community Health plans and provides technical assistance for system-level strategies that address these common health needs including health equity, tobacco treatment, behavioral health access, and social needs. Each hospital works collaboratively with the Community Health team to operationalize system-level strategies through the implementation of specific activities that align and activate local resources. This benefits the community each hospital serves and works towards a statewide impact (system-level) on health outcomes. IU Health Serves IU Health Serves, a system-level team member volunteer program, seeks to positively impact the health of communities the IU Health Statewide System serves and fosters a culture of engagement and social responsibility. IU Health Inc. 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 IU Health Inc. team members in activities that address local, identified community health priorities. Community Impact Investment (CII) Fund The CII Fund is a $100 million board designated fund to be managed and overseen by the IU Health Foundation to financially support high impact community investing designed to address social determinants of health in communities IU Health serves. Each IU Health hospital has a significant impact on and are deeply invested in their local communities. 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 our surrounding communities. Each IU Health hospital and its team members are eligible for this grant opportunity.
Schedule H, Part VI, Line 7 State filing of community benefit report	IN

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
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 (18 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
BRIAN T SHOCKNEY
DIRECTOR/REGIONAL PRESIDENT (SCR)	$0	$555,231	$0	$263,743	$0	$30,294	$0	$112,183	$0	$29,309	$0	$990,760	$0	$0
DAVID L BEACHY DO
DIRECTOR	$0	$199,086	$0	$23,975	$0	$11,538	$0	$15,930	$0	$21,134	$0	$271,663	$0	$0
JAMES J LAUGHLIN MD
DIRECTOR	$0	$329,992	$0	$56,032	$0	$6,858	$0	$18,400	$0	$0	$0	$411,282	$0	$0
HOJJAT M SHAMLOO MD
DIRECTOR	$0	$536,238	$0	$81,394	$0	$21,822	$0	$18,400	$0	$32,985	$0	$690,839	$0	$0
JOHN S STROBEL MD
DIRECTOR	$0	$551,810	$0	$56,840	$0	$92,144	$0	$18,400	$0	$27,597	$0	$746,791	$0	$0
BLAKE A DYE
DIRECTOR	$0	$540,929	$0	$231,572	$0	$8,658	$0	$114,703	$0	$21,828	$0	$917,690	$0	$0
LARRY R BAILEY
PRESIDENT	$232,489	$7,239	$33,088	$1,030	$30,531	$951	$17,499	$545	$17,041	$531	$330,649	$10,295	$0	$0
MICHAEL L CRAIG
VP & CFO (SCR)	$0	$245,882	$0	$38,119	$0	$31,708	$0	$18,512	$0	$18,049	$0	$352,270	$0	$0
KENNETH E MARSHALL MD
FORMER KEY EMPLOYEE	$0	$198,509	$0	$15,564	$0	$5,484	$0	$14,737	$0	$34,170	$0	$268,464	$0	$0
DANIEL A HANDEL MD
VP & CMO (SCR)	$0	$370,437	$0	$45,598	$0	$51,657	$0	$14,816	$0	$25,170	$0	$507,678	$0	$0
CYNTHIA R HERRINGTON
VP & CNO (SCR)	$0	$187,353	$0	$32,608	$0	$39,329	$0	$14,972	$0	$20,119	$0	$294,380	$0	$0
BRUCE R WADE
VP - HUMAN RESOURCES (SCR)	$0	$178,315	$0	$32,427	$0	$45,828	$0	$15,720	$0	$26,426	$0	$298,715	$0	$0
ALAN W BIGGS
COO (SCR)	$0	$260,022	$0	$41,620	$0	$32,075	$0	$16,554	$0	$9,108	$0	$359,379	$0	$0
JOEL C STROUD
FORMER HCE	$0	$139,734	$0	$16,493	$0	$9,091	$0	$10,446	$0	$227	$0	$175,991	$0	$0
ANGELA M CONKLIN
ANESTHETIST	$165,607	$0	$600	$0	$120	$0	$11,210	$0	$21,065	$0	$198,602	$0	$0	$0
PAMELLA J BOND
MANAGER-PHARMACY	$143,802	$0	$21,850	$0	$1,951	$0	$11,024	$0	$11,017	$0	$189,643	$0	$0	$0
FRANKLIN R FRAZIER
ANESTHETIST	$171,507	$0	$600	$0	$120	$0	$11,183	$0	$2,043	$0	$185,453	$0	$0	$0
MICHELE RIDGE
CNO	$179,659	$0	$24,898	$0	$13,892	$0	$14,376	$0	$21,756	$0	$254,581	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	IU HEALTH PAOLI'S REGIONAL PRESIDENT IS EMPLOYED BY INDIANA UNIVERSITY HEALTH, INC. IU HEALTH PAOLI'S PRESIDENT was EMPLOYED BY IU HEALTH BLOOMINGTON, BUT FOR Majority of the year Paoli's president was employed by IU Health Paoli. IU HEALTH, IU HEALTH BLOOMINGTON, IU HEALTH PAOLI, AND OTHER RELATED ORGANIZATIONS HAVE A PROCESS IN PLACE TO DETERMINE THE COMPENSATION FOR ITS OFFICERS AND KEY EMPLOYEES. IU HEALTH HUMAN RESOURCES USES MARKET DATA FROM MULTIPLE COMPENSATION EXPERTS/VENDORS WHO UTILIZE A VARIETY OF METHODS AND PROCEDURES TO OBTAIN COMPENSATION RANGES FOR COMPARABLE OFFICERS AND EMPLOYEE POSITIONS. THIS MARKET DATA AND MULTIPLE OTHER FACTORS (INCLUDING MARKET PAY BENCHMARKS, INTERNAL EQUITY, CANDIDATE/EMPLOYEE QUALIFICATIONS & PERFORMANCE, AND BUSINESS NEEDS) ARE USED TO RECOMMEND COMPENSATION RANGES FOR ITS OFFICERS AND OTHER EMPLOYEES, WHICH ARE THEN USED AS A GUIDE FOR SETTING REASONABLE COMPENSATION BY MANAGEMENT. PLEASE SEE SCHEDULE O FOR ADDITIONAL DETAILS.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	BRIAN T. SHOCKNEY and Blake Dye PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN CRITICAL EMPLOYEES. THE PLAN PROVIDES FOR AN ADDITIONAL RETIREMENT BENEFIT FOR SERVICE THROUGH NORMAL RETIREMENT OR OTHER KEY DATES. IF THE EXECUTIVE LEAVES PRIOR TO RETIREMENT OR OTHER KEY DATES, THE BENEFIT MAY BE FORFEITED OR REDUCED. BRIAN T. SHOCKNEY and Blake Dye have AN AMOUNT INCLUDED IN COLUMN C, DEFERRED COMPENSATION, REPRESENTING THE CURRENT YEAR UNVESTED CONTRIBUTIONS MADE UNDER THE SUPPLEMENTAL RETIREMENT PLAN. NO AMOUNT WAS ACTUALLY PAID TO THIS EXECUTIVE DURING THE YEAR.
Schedule J, Part I, Line 7 Non-fixed payments	AMOUNTS DISCLOSED IN COLUMN B(II) INCLUDE A LONG TERM AND SHORT-TERM INCENTIVE FOR CERTAIN EXECUTIVES AND SHORT-TERM INCENTIVE FOR OTHER EMPLOYEES. 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 BOARD OF DIRECTORS PRIOR TO ANY INCENTIVE PAYOUT.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 5,678 including grants of $)(Revenue $ 7,700) IU HEALTH PAOLI RECEIVES "SHARED SERVICES" REVENUE BY SHARING/PROVIDING SERVICES WITH IU Health Bloomington and INDIANA UNIVERSITY HEALTH CARE ASSOCIATES, INC. ("IU HEALTH PHYSICIANS")
Form 990, Part VI, Line 13 PART VI, LINES 12, 13, 14, AND 16B - POLICIES	IU HEALTH PAOLI IS PART OF THE IU HEALTH SYSTEM. AS THE SOLE MEMBER AND CONTROLLING PARENT OF IU HEALTH PAOLI, IU HEALTH AND ITS BOARD OF DIRECTORS HAVE MANDATED THAT CERTAIN POLICIES BE FOLLOWED TO ENSURE GREATER STANDARDIZATION THROUGHOUT THE SYSTEM. THUS, IU HEALTH PAOLI'S BOARD OF DIRECTORS WAS NOT REQUIRED TO SEPARATELY ADOPT A CONFLICT OF INTEREST, WHISTLEBLOWER, DOCUMENT RETENTION AND DESTRUCTION AND JOINT VENTURE POLICIES BECAUSE IU HEALTH'S BOARD OF DIRECTORS HAD ALREADY ADOPTED AND REQUIRED THESE POLICIES TO BE FOLLOWED BY ITS SUBSIDIARIES.
Form 990, Part VI, Line 15 PROCESS FOR DETERMINING COMP	IU HEALTH PAOLI'S REGIONAL PRESIDENT IS EMPLOYED BY IU HEALTH. IU HEALTH'S PROCESS FOR DETERMINING COMPENSATION IS AS FOLLOWS: (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. 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 SULLIVAN COTTER. SULLIVAN COTTER 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. SULLIVAN COTTER 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 SULLIVAN COTTER'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 SULLIVAN COTTER. 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 SULLIVAN COTTER 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 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. IU Health Paoli's President was employed by IU Health Bloomington for part of 2020 and IU Health Paoli for part of 2020. IU Health Bloomington, IU Health Paoli, and other related entities have a process in place to determine the compensation for the officers and key employees. IU Health Human resources use market data from multiple compensation experts/vendors who utilize a variety of methods and procedures to obtain compensation ranges for comparable officer and employee positions. This market data and multiple other factors (Including Market pay benchmarks, internal equity, candidate/employee qualifications & performance, and business needs) are used to recommend compensation ranged for its officers and other employees, which are then used as a guide for setting reasonable compensation by management.
Form 990, Part VI, Line 6 Classes of members or stockholders	THE SOLE MEMBER OF IU HEALTH PAOLI IS IU HEALTH, INC., A 501(C)(3) TAX-EXEMPT ORGANIZATION.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	THE BOARD OF DIRECTORS SHALL CONSIST FROM NINE (9) TO THIRTEEN (13) MEMBERS. TO BE ELIGIBLE FOR BOARD MEMBERSHIP, A DIRECTOR CANDIDATE SHALL SATISFY THE SELECTION CRITERIA AND PERSONAL CHARACTERISTICS AS MAY BE ESTABLISHED BY THE MEMBER AND IU HEALTH FROM TIME TO TIME. IT IS PREFERRED THAT AT LEAST THREE (3) OF THE DIRECTORS ARE PHYSICIAN MEMBERS, BUT IS NOT REQUIRED. THE COMPOSITION OF THE BOARD OF DIRECTORS SHALL BE CONSISTENT WITH THE FOLLOWING CRITERIA: I. TWO (2) MEMBER SHALL BE REPRESENTATIVES OF INDIANA UNIVERSITY HEALTH BEDFORD, INC.; II. TWO (2) MEMBERS SHALL BE REPRESENTATIVES OF INDIANA UNIVERSITY HEALTH PAOLI, INC.; III. TWO (2) MEMBERS SHALL BE REPRESENTATIVES OF INDIANA UNIVERSITY HEALTH MORGAN, INC.; IV. FOUR (4) MEMBERS SHALL BE REPRESENTATIVES OF INDIANA UNIVERSITY HEALTH BLOOMINGTON, INC.; AND V. TWO (2) MEMBERS SHALL BE THE PRESIDENT OF THE IU HEALTH SOUTH CENTRAL REGION AND AN IU HEALTH EXECUTIVE LEADERSHIP REPRESENTATIVE. VI. ONE (1) MEMBER DIRECTLY APPOINTED BY THE LOCAL COUNCIL OF WOMEN, INC. ("COUNCIL DIRECTOR")
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	ALL ACTION OF THE HOSPITAL SHALL BE BY ITS BOARD, SUBJECT TO THE FOLLOWING MATTERS WHICH ARE RESERVED TO AND REQUIRE THE APPROVAL OF IU HEALTH, AS THE MEMBER: A) AUTHORIZE THE ESTABLISHMENT OR ACQUISITION OF ANY SUBSIDIARIES, AFFILIATES OR JOINT VENTURE ARRANGEMENTS OR ACQUISITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF ANY OTHER BUSINESS OR ENTITY; B) APPROVE OR AMEND ANY OPERATING OR CAPITAL BUDGET (PROVIDED THAT THE APPROVAL OR AMENDMENT OF ANY OPERATING OR CAPITAL BUDGET, OR ANY OTHER ACTION, THAT WOULD ELIMINATE A CORE SERVICE (AS THAT TERM IS DEFINED IN THAT CERTAIN INTEGRATION DEFINITIVE AGREEMENT BETWEEN IU HEALTH BLOOMINGTON HOSPITAL, FOUNDATION AND IU HEALTH, DATED MARCH 5, 2009 (THE "DEFINITIVE AGREEMENT")). THE ELIMINATION OF A CORE SERVICE MUST ALSO BE APPROVED BY A MAJORITY VOTE OF THE BOARD; C) AUTHORIZE ANY UNBUDGETED OPERATING OR CAPITAL BUDGET ITEMS OR DEVIATIONS, INCLUDING ANY ISSUANCE OR GUARANTEE OF ANY UNBUDGETED DEBT, GREATER THAN THE BUDGETED AMOUNT BY $100,000 FOR ANY INDIVIDUAL ITEM OR $300,000 PER FISCAL YEAR IN THE AGGREGATE; D) AUTHORIZE THE INCURRENCE OF DEBT BY THE HOSPITAL IN ACCORDANCE WITH POLICIES AND PROCEDURES ISSUED BY IU HEALTH (THE "SYSTEM POLICIES"), INCLUDING TO SERVE AS A GUARANTOR, SURETY OR CO-OBLIGER; E) APPROVE ANY STRATEGIC PLANS AND AMENDMENTS THERETO; F) AMEND OR REPEAL THE HOSPITAL'S ARTICLES OF INCORPORATION OR THESE BY-LAWS (OR OTHER CORRESPONDING ORGANIZATIONAL DOCUMENTS IF AN AFFILIATE IS NOT A CORPORATION) IN ANY MANNER, INCLUDING WITHOUT LIMITATION ANY CHANGE RELATING TO THE NONPROFIT PURPOSES OF HOSPITAL; G) AUTHORIZE ANY MERGER, CONSOLIDATION, REORGANIZATION, SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE HOSPITAL'S ASSETS OR A SUBSIDIARY ORGANIZATION OF THE HOSPITAL; H) AUTHORIZE ANY VOLUNTARY DECLARATION OF BANKRUPTCY, PLAN OF DISSOLUTION, LIQUIDATING DISTRIBUTION OF ASSETS OR OTHER ACTION RELATED TO ITS DISSOLUTION OR LIQUIDATION OF THE HOSPITAL; I) APPROVE, UPON RECOMMENDATION OF THE NOMINATING COMMITTEE AS PROVIDED IN THESE BYLAWS, THE MEMBERS OF THE BOARD OF DIRECTORS OF HOSPITAL; J) APPROVE ANY MANAGEMENT AGREEMENT FOR THE MANAGEMENT OF ALL OR A SUBSTANTIAL PART OF HOSPITAL'S OR ANY OF ITS AFFILIATE'S OPERATIONS; AND K) APPROVE ANY ACTION TO TERMINATE ACUTE CARE SERVICES OR TO CLOSE THE HOSPITAL OWNED BY THE SOLE MEMBER.
Form 990, Part VI, Line 11b Review of form 990 by governing body	THE VP & CFO REVIEWED AND APPROVED THE FORM 990. FOLLOWING THE VP & CFO'S REVIEW AND APPROVAL, A COMPLETE COPY OF THE FORM 990 WAS MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO ITS FILING. EACH MEMBER WAS ALSO INFORMED OF THE AVAILABILITY OF IU HEALTH'S TAX DEPARTMENT TO ANSWER ANY QUESTIONS.
Form 990, Part VI, Line 12c Conflict of interest policy	IU HEALTH PAOLI FOLLOWS IU HEALTH'S CONFLICT OF INTEREST POLICY. IU HEALTH'S CONFLICT OF INTEREST POLICY INCLUDES THE FOLLOWING PROVISIONS: 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 PAOLI'S ARTICLES OF INCORPORATION ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH THE INDIANA SECRETARY OF STATE'S WEBSITE. IU HEALTH PAOLI'S CONFLICT OF INTEREST PROCEDURES ARE DESCRIBED ON FORM 990, SCHEDULE O. IU HEALTH PAOLI IS A SUBSIDIARY IN IU HEALTH'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS. IU HEALTH'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH ITS BOND FILINGS AND AS AN ATTACHMENT TO IU HEALTH'S FORM 990 AS WELL AS IU HEALTH PAOLI'S FORM 990.
Form 990, Part IX, Line 11g Other Fees	PROF. FEES/SHARED SERVICES - Total Expense: 9960205, Program Service Expense: 4702127, Management and General Expenses: 5258078, Fundraising Expenses: ;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	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
CLARIAN TRANSPLANT INSTITUTE INC
950 N MERIDIAN STREET	Suite 800	INDIANAPOLIS	IN	46204	134350599	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes (true)
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 INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	351955872	HEALTHCARE	IN	501(c)(3)	3	NA	false
IU HEALTH ARNETT INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	263162145	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)
IU HEALTH BALL MEMORIAL HOSPITAL INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	350867958	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)
IU HEALTH BALL MEMORIAL PHYSICIANS INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	351925641	HEALTHCARE	IN	501(c)(3)	10	IUHBMH	Yes (true)
IU HEALTH BEDFORD INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	237042323	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)
IU HEALTH BLACKFORD HOSPITAL INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	010646166	HEALTHCARE	IN	501(c)(3)	3	IUHBMH	Yes (true)
IU HEALTH BLOOMINGTON INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	351720796	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)
IU HEALTH CARE ASSOCIATES INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	351747218	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes (true)
IUHLP LIQUIDATION INC
950 N MERIDIAN STREET	Suite 800	INDIANAPOLIS	IN	46204	351125434	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes (true)
IU HEALTH MORGAN INC
950 N MERIDIAN STREET	Suite 800	INDIANAPOLIS	IN	46204	273533027	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes (true)
IU HEALTH NORTH HOSPITAL INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	351932442	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)
IU HEALTH PLANS NFP INC
950 N MERIDIAN STREET	Suite 800	INDIANAPOLIS	IN	46204	463803873	INSURANCE	IN	501(c)(4)		IUH	Yes (true)
IU HEALTH TIPTON HOSPITAL INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	262772226	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)
IU HEALTH WEST HOSPITAL INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	351814660	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)
IU HEALTH WHITE MEMORIAL HOSPITAL INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	273532963	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)
IU MEDICAL GROUP FOUNDATION INC
340 W 10TH ST NO FS5100		INDIANAPOLIS	IN	46202	201093251	FUNDRAISING	IN	501(c)(3)	Type I	na	false
MDWISE MARKETPLACE INC
950 N MERIDIAN STREET	Suite 800	INDIANAPOLIS	IN	46204	465270582	INSURANCE	IN	501(c)(4)		IUH	Yes (true)
MDWISE NETWORK INC
950 N MERIDIAN STREET	Suite 800	INDIANAPOLIS	IN	46204	472619552	INSURANCE	IN	501(c)(4)		IUH	Yes (true)
INDIANA UNIVERSITY HEALTH FOUNDATION INC
1633 N CAPITOL AVE	SUITE 1200	INDIANAPOLIS	IN	46202	356043086	FUNDRAISING	IN	501(c)(3)	Type I	IUH	Yes (true)
METHODIST HEALTH GROUP INC
950 N MERIDIAN STREET	Suite 800	INDIANAPOLIS	IN	46204	350876390	HEALTHCARE	IN	501(c)(3)	Type III-FI	na	false
METHODIST OCCUP HEALTH CENTERS INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	351844176	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)
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	Suite 800	INDIANAPOLIS	IN	46204	237427350	HEALTHCARE	IN	501(c)(3)	10	IUHCA	Yes (true)
IU HEALTH FRANKFORT INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	815174295	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)
IU HEALTH JAY INC
950 N MERIDIAN STREET	Suite 300	INDIANAPOLIS	IN	46204	822736786	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes (true)
IU HEALTH BMH FOUNDATION INC
950 N MERIDIAN STREET	Suite 800	INDIANAPOLIS	IN	46204	311111784	FUNDRAISING	IN	501(c)(3)	Type I	IUHBMH	Yes (true)
16 Tech Community Corporation
1220 Waterway Blvd		Indianapolis	IN	46202	810853467	Economic Development	IN	501(c)(3)	Type I	na	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (22 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BALL OUTPATIENT SUR CTR LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	270275794	HEALTHCARE	IN	NA
BELTWAY SURGERY CENTERS LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	352072586	HEALTHCARE	IN	NA
BOSC HOLDINGS LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	454147343	HEALTHCARE	IN	NA
BSC HOLDINGS LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	452314634	HEALTHCARE	IN	NA
CHV FUND I LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	262523206	VENTURE CAPITAL	IN	NA
CHV FUND II MANAGEMENT LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	371717823	VENTURE CAPITAL	IN	NA
CHV FUND II LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	800902337	VENTURE CAPITAL	IN	NA
CHV FUND MANAGEMENT LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	262523151	VENTURE CAPITAL	IN	NA
IEC HOLDINGS LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	454148032	HEALTHCARE	IN	NA
INDIANA ENDOSCOPY CENTERS LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	208398421	HEALTHCARE	IN	NA
ROC SURGERY LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	271497960	HEALTHCARE	IN	NA
ROCS HOLDINGS LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	454148369	HEALTHCARE	IN	NA
SENATE ST SURGERY CENTER LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	421709357	HEALTHCARE	IN	NA
SSSC HOLDINGS LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	454148167	HEALTHCARE	IN	NA
HEALTH VENTURE MANAGEMENT LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	205740218	MANAGEMENT	IN	NA
EAGLE HIGH SURG CENTER LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	352259204	HEALTHCARE	IN	NA
EHSC HOLDINGS LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	454147879	HEALTHCARE	IN	NA
EWASC HOLDINGS LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	473087761	HEALTHCARE	IN	NA
IUH EWA SURGERY CTR LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	473102482	HEALTHCARE	IN	NA
IUH SAXONY SURGERY CTR LLC
569 Brookwood Village Ste 901	BIRMINGHAM	AL	35244	275271091	HEALTHCARE	IN	NA
SSC HOLDINGS LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	464472887	HEALTHCARE	IN	NA
IU HEALTH FORT WAYNE LLC
950 N Meridian St Ste 800	INDIANAPOLIS	IN	46204	831224627	HEALTHCARE	IN	NA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line2USAddress/AddressLine2Txt	Address Line1ForeignAddress/AddressLine1Txt	Address Line2ForeignAddress/AddressLine2Txt	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	CityForeignAddress/CityNm
BMH MEDICAL PAVILION ASSOCIATION INC
2525 W UNIVERSITY AVE	MUNCIE	IN	47303	351858408	CONDO MANAGEMENT	IN	N/A	C Corporation	Yes (true)
CHV CAPITAL INC
950 N MERIDIAN ST	INDIANAPOLIS	IN	46204	260752507	VENTURE CAPITAL	IN	N/A	C Corporation	Yes (true)	SUITE 800
IU HEALTH 457(B) PLAN
1100 N MARKET ST	WILMINGTON	DE	19890	476948347	INVESTMENTS	IN	N/A	Trust	Yes (true)
IU HEALTH ACO INC
950 N MERIDIAN ST	INDIANAPOLIS	IN	46204	454421020	HEALTHCARE	IN	N/A	C Corporation	Yes (true)	SUITE 800
IU HEALTH BOARD DESIGNATED TRUST
400 HOWARD ST	SAN FRANCISCO	CA	94105	306309021	INVESTMENTS	IN	N/A	Trust	Yes (true)
IU HEALTH NTGI S&P500 FUND CF
PO BOX 804358	CHICAGO	IL	60680	306298263	INVESTMENTS	IN	N/A	Trust	Yes (true)
IU HEALTH PLANS HOLDING COMPANY INC
950 N MERIDIAN ST	INDIANAPOLIS	IN	46204	463794815	INSURANCE	IN	N/A	C Corporation	Yes (true)	SUITE 800
IU HEALTH PLANS INC
950 N MERIDIAN ST	INDIANAPOLIS	IN	46204	262127080	HMO	IN	N/A	C Corporation	Yes (true)	SUITE 800
IU HEALTH RISK PURCHASING GROUP INC
151 MEETING ST	CHARLESTON	SC	29401	260202446	INSURANCE	IN	N/A	C Corporation	Yes (true)	SUITE 301
IU HEALTH RISK RETENTION GROUP INC
151 MEETING ST	CHARLESTON	SC	29401	201107674	INSURANCE	SC	N/A	C Corporation	Yes (true)	SUITE 301
IUH ASSURANCE SPC LTD
				980395429	INSURANCE		N/A	C Corporation	Yes (true)		PO BOX 69 94 SOLARIS AVE	CAMANA BAY	GRAND CAYMAN	CJ	CJ
PROTEUO FUND LP
				981075227	INVESTMENTS		N/A	C Corporation	Yes (true)		PO BOX 69 94 SOLARIS AVE	CAMANA BAY	GRAND CAYMAN	CJ	CJ
IU HEALTH PLANS INSURANCE COMPANY
950 N MERIDIAN ST	INDIANAPOLIS	IN	46204	811097215	INSURANCE	IN	N/A	C Corporation	Yes (true)	SUITE 800
CERBERUS RESIDENTIAL OPPORT INST LTD
					INVESTMENTS		N/A	C Corporation	Yes (true)		190 ELGIN AVENUE		GRAND CAYMAN	CJ	CJ	GEORGE TOWN
University Surgeons Inc
950 N Meridian St Ste 800	Indianapolis	IN	46204	202981280	Physician Services	IN	N/A	C Corporation	Yes (true)
Pediatric Surgical Associates Inc
950 N Meridian St Ste 800	Indianapolis	IN	46204	352122922	Physician Services	IN	N/A	C Corporation	Yes (true)
Cardiothoracic Surgeons Inc
950 N Meridian St Ste 800	Indianapolis	IN	46204	351416173	Physician Services	IN	N/A	C Corporation	Yes (true)
University Vascular Surgery Inc
950 N Meridian St Ste 800	Indianapolis	IN	46204	351832370	Physician Services	IN	N/A	C Corporation	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	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	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	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	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
IU HEALTH Bloomington Inc
M	$1,108,188	FMV
IU HEALTH RISK RETENTION GROUP INC
R	$85,569	FMV