INDIANA UNIVERSITY HEALTH INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA UNIVERSITY HEALTH INC (EIN 35-1955872)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202133159349307458
- 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 B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T15:30:57-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIR STE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351955872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana University Health Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3179634842 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer M Alvey | PersonNm |
| Person Title | Treasurer/SVP & CFO | PersonTitleTxt |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jennifer M | PersonFirstNm |
| Person Last | Alvey | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| 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 | DENNIS M MURPHY | 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 | $13,436,474,675 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://IUHEALTH.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 21542 | TotalEmployeeCnt |
| Total Volunteers | 1524 | TotalVolunteersCnt |
| Total Gross UBI | $44,535,392 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $322,267 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,606,319 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,895,945 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,914,132,333 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,169,899,046 | CYProgramServiceRevenueAmt |
| PY Investment Income | $174,679,910 | PYInvestmentIncomeAmt |
| CY Investment Income | $609,261,101 | CYInvestmentIncomeAmt |
| PY Other Revenue | $55,316,150 | PYOtherRevenueAmt |
| CY Other Revenue | $59,144,893 | CYOtherRevenueAmt |
| PY Total Revenue | $4,164,734,712 | PYTotalRevenueAmt |
| CY Total Revenue | $4,855,200,985 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $159,582,650 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,354,681 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,342,602,210 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,386,705,109 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,801,607 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,095,859,334 | PYOtherExpensesAmt |
| CY Other Expenses | $2,368,456,210 | CYOtherExpensesAmt |
| PY Total Expenses | $3,598,044,194 | PYTotalExpensesAmt |
| CY Total Expenses | $3,786,516,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $566,690,518 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,068,684,985 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,596,487,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,886,779,945 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,264,793,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,567,439,747 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,331,694,284 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,319,340,198 | 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 | $1,573,104,327 | ExpenseAmt |
| Grant | $31,354,681 | GrantAmt |
| Revenue | $2,358,234,436 | RevenueAmt |
| Desc | INDIANA UNIVERSITY HEALTH, INC. ("IU HEALTH") IS AN ACADEMIC HEALTH CENTER COMPRISED OF IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN AT IU HEALTH (TOGETHER REFERRED TO AS "IU HEALTH ACADEMIC HEALTH CENTER"), IU HEALTH SAXONY HOSPITAL, AND IU HEALTH MORGAN. IT ALSO OFFERS PHARMACY, HOME CARE, OUTPATIENT, AND EMERGENCY TRANSPORT SERVICES THROUGHOUT THE CENTRAL INDIANA AREA. IU HEALTH INCORPORATES A UNIQUE PARTNERSHIP WITH INDIANA UNIVERSITY SCHOOL OF MEDICINE ("IU SCHOOL OF MEDICINE"), ONE OF THE NATION'S LEADING MEDICAL SCHOOLS, TO GIVE PATIENTS ACCESS TO INNOVATIVE TREATMENTS AND THERAPIES, ALL WITHOUT REGARD TO THEIR ABILITY TO PAY. IU HEALTH IS ALSO THE PARENT ORGANIZATION OF THE IU HEALTH SYSTEM, INDIANA'S MOST COMPREHENSIVE HEALTH CARE SYSTEM. IU HEALTH METHODIST AND IU HEALTH UNIVERSITY HOSPITALS IU HEALTH METHODIST AND IU HEALTH UNIVERSITY HOSPITALS, LOCATED IN INDIANAPOLIS, INDIANA, ARE A 1,025-BED ADULT ACADEMIC HEALTH CENTER IN PARTNERSHIP WITH THE IU SCHOOL OF MEDICINE. IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL ARE DESIGNATED AS MAGNET HOSPITALS, RECOGNIZED FOR EXCELLENCE IN NURSING SERVICES AND HIGH-QUALITY CLINICAL OUTCOMES FOR PATIENTS. IU HEALTH UNIVERSITY HOSPITAL IS A LEADING ACADEMIC MEDICAL CENTER WITH A COMMITMENT TO DISSEMINATING RESEARCH FINDINGS WHILE IMPROVING THE QUALITY OF LIFE FOR PEOPLE ON A LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL BASIS. IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL BOTH SERVE AN ADULT POPULATION. THESE HOSPITALS LEAD THE WAY IN COMMUNITY BENEFIT INITIATIVES. A SUBSTANTIAL PIECE OF COMMUNITY BENEFIT IS PROVIDING EXCELLENT CARE TO PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH RILEY HOSPITAL FOR CHILDREN AT IU HEALTH, LOCATED IN INDIANAPOLIS, INDIANA, IS A 276-BED CHILDREN'S HOSPITAL THAT IS INDIANA'S LARGEST AND MOST COMPREHENSIVE PEDIATRIC HOSPITAL. IT IS REGULARLY RANKED AMONG THE TOP CHILDREN'S HOSPITALS IN THE COUNTY BY U.S. NEWS & WORLD REPORT'S BEST CHILDREN'S HOSPITALS. IN ADDITION TO CLINICAL EXPERTISE, RILEY HOSPITAL FOR CHILDREN AT IU HEALTH'S PARTNERSHIP WITH THE IU SCHOOL OF MEDICINE ENSURES THAT PATIENTS HAVE ACCESS TO THE MOST INNOVATIVE TREATMENTS AND THE LATEST RESEARCH AND TECHNOLOGY. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH PROVIDES COMPREHENSIVE, FAMILY-CENTERED CARE TO MORE THAN 250,000 CHILDREN ANNUALLY THROUGH ITS STATEWIDE PRIMARY AND SPECIALTY CARE OFFICES, AND INPATIENT AND OUTPATIENT SERVICES AT ITS FLAGSHIP HOSPITAL. PEDIATRIC PATIENTS AND THEIR FAMILIES TRAVEL FROM ALL 92 INDIANA COUNTIES, THE REGION AND THE WORLD TO ACCESS THE NATIONALLY RECOGNIZED CLINICAL PROGRAMS OF RILEY HOSPITAL FOR CHILDREN AT IU HEALTH. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH IS ALSO DESIGNATED AS A MAGNET HOSPITAL, RECOGNIZED FOR EXCELLENCE IN NURSING SERVICES AND HIGH-QUALITY CLINICAL OUTCOMES FOR PATIENTS. IU HEALTH SAXONY HOSPITAL IU HEALTH SAXONY HOSPITAL, LOCATED IN FISHERS, INDIANA, IS A 32-BED SPECIALTY CARE HOSPITAL PRIMARILY FOCUSING ON SURGICAL SERVICES FOR CARDIOVASCULAR AND ORTHOPEDICS. IT OPENED IN 2011 AND INCLUDES SIX OPERATING ROOMS, A FULL EMERGENCY DEPARTMENT, A HELIPAD FOR MEDICAL TRANSPORT AND A MEDICAL OFFICE COMPLEX. IU HEALTH SAXONY HOSPITAL IS ALSO HOME TO THE INDIANA UNIVERSITY HEALTH HIP AND KNEE CENTER. HERE, THE TEAM OF FELLOWSHIP TRAINED SURGEONS PERFORM MORE HIP AND KNEE REPLACEMENTS THAN ANY OTHER IU HEALTH FACILITY IN THE STATE. IU HEALTH MORGAN IU HEALTH MORGAN, AN OUTPATIENT DEPARTMENT OF THE IU HEALTH ACADEMIC HEALTH CENTER LOCATED IN MARTINSVILLE, INDIANA, OFFERS COVERAGE IN ADULT AND PEDIATRIC CARE; SPECIALTY CARE; EMERGENCY AND URGENT CARE; DIAGNOSTIC IMAGING INCLUDING 3D MAMMOGRAPHY; LAB TESTING; OUTPATIENT SURGICAL SERVICES; CANCER CARE, INCLUDING MEDICAL AND RADIATION ONCOLOGY; CARDIAC, PHYSICAL, SPEECH AND OCCUPATIONAL THERAPIES; SLEEP LAB; AND COMMUNITY HEALTH AND WELLNESS, INCLUDING MEDICAL NUTRITION THERAPY AND DIABETES CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $379,879,436 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $603,673,997 | RevenueAmt |
| Desc | The laboratories of IU Health offer some of the most comprehensive laboratory services in Indiana. Open 24 hours a day, seven days a week, the laboratories perform more than 19 million tests a year. In addition to IU Health, laboratory testing services are provided to hospitals and physicians across the country. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $360,217,473 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $572,428,780 | RevenueAmt |
| Desc | AS THE PARENT OF THE INDIANA UNIVERSITY HEALTH SYSTEM, IU HEALTH FACILITATES EFFORTS AND SHARED SERVICES ON BEHALF OF AND FOR THE BENEFIT OF IU Health AND ITS AFFILIATES. CERTAIN COSTS RELATED TO PROVIDING THESE SHARED SERVICES ARE ALLOCATED OUT OR CHARGED TO THE AFFILIATES. FACILITATING THESE EFFORTS AND SERVICES ALLOWS IU Health AND ITS AFFILIATES TO BETTER CARRY OUT THEIR EXEMPT FUNCTIONS BY REDUCING COSTS, HAVING STANDARDIZED PRACTICES AND PROCEDURES, AND CREATING ECONOMIES OF SCALE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $171,180,318 | $0 | $272,026,061 | PHARMACY |
| $108,463,308 | $0 | $172,361,208 | MEMBER PREMIUM REVENUE |
| $32,295,679 | $0 | $192,938,773 | ALL OTHER PROGRAM SERVICE REVENUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $311,939,305 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $637,326,042 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,625,140,541 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 3374 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 21542 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG J JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3179634842 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BISHOP JULIUS C TRIMBLE | ||||||||||
| DIRECTOR/VICE-CHAIR | 6.0 | 1.0 | Yes (X) | Yes (X) | $35,000 | $0 | $0 | |||
| DENNIS M MURPHY | ||||||||||
| DIRECTOR/PRESIDENT & CEO | 60.0 | 1.0 | Yes (X) | Yes (X) | $3,283,197 | $0 | $382,342 | |||
| J SCOTT DAVISON | ||||||||||
| BOARD CHAIR / DIRECTOR | 6.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL A MCROBBIE | ||||||||||
| DIRECTOR/VICE-CHAIR | 6.0 | 0 | Yes (X) | Yes (X) | $37,500 | $0 | $0 | |||
| ANNE NOBLES | ||||||||||
| DIRECTOR | 6.0 | 1.0 | Yes (X) | $37,500 | $0 | $0 | ||||
| HARRY L GONSO | ||||||||||
| DIRECTOR (PART YEAR) | 6.0 | 0 | Yes (X) | $8,750 | $0 | $0 | ||||
| HON SARAH EVANS BARKER | ||||||||||
| DIRECTOR | 6.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES A DAVLIN V | ||||||||||
| DIRECTOR | 6.0 | 0 | Yes (X) | $35,000 | $0 | $0 | ||||
| JAY L HESS MD | ||||||||||
| DIRECTOR | 6.0 | 6.0 | Yes (X) | $37,500 | $5,000 | $0 | ||||
| KYLE L GRAZIER | ||||||||||
| DIRECTOR | 6.0 | 0 | Yes (X) | $37,500 | $0 | $0 | ||||
| LARRY H STEVENS MD | ||||||||||
| DIRECTOR | 6.0 | 49.0 | Yes (X) | $37,500 | $607,870 | $19,050 | ||||
| MAUREEN BISOGNANO | ||||||||||
| DIRECTOR | 6.0 | 0 | Yes (X) | $37,500 | $0 | $0 | ||||
| MICHAEL J MIRRO MD | ||||||||||
| DIRECTOR (PART YEAR) | 6.0 | 0 | Yes (X) | $26,250 | $0 | $0 | ||||
| ROBERT A PALMER | ||||||||||
| DIRECTOR | 6.0 | 0 | Yes (X) | $37,500 | $0 | $0 | ||||
| THOMAS V EASTERDAY | ||||||||||
| DIRECTOR | 6.0 | 0 | Yes (X) | $37,500 | $0 | $0 | ||||
| ERIN R LEWIS | ||||||||||
| SECRETARY/SVP & GEN. COUNSEL | 51.0 | 4.0 | Yes (X) | $777,666 | $0 | $147,078 | ||||
| JENNIFER M ALVEY | ||||||||||
| TREASURER/SVP & CFO | 51.0 | 4.0 | Yes (X) | $1,095,659 | $0 | $166,769 | ||||
| JONATHAN E GOTTLIEB MD | ||||||||||
| EVP & CME (PART YEAR) | 54.0 | 1.0 | $1,122,248 | $0 | $25,312 | Yes (X) | ||||
| MATTHEW R COOK | ||||||||||
| PRESIDENT (RILEY) (PART YEAR) | 51.0 | 4.0 | $947,526 | $0 | $42,900 | Yes (X) | ||||
| MICHELLE A JANNEY RN | ||||||||||
| EVP & COO | 51.0 | 2.0 | $1,575,690 | $0 | $24,648 | Yes (X) | ||||
| PAUL M CALKINS MD | ||||||||||
| INTERIM CHIEF MEDICAL EXECUTIVE (PART YEAR) | 25.0 | 25.0 | $318,097 | $292,517 | $0 | Yes (X) | ||||
| RYAN D NAGY MD | ||||||||||
| PRESIDENT (AAHC) | 25.0 | 30.0 | $0 | $991,852 | $137,084 | Yes (X) | ||||
| BRIAN T SHOCKNEY | ||||||||||
| PRESIDENT (SCR) | 0.0 | 55.0 | $849,268 | $0 | $141,492 | Yes (X) | ||||
| ELIZABETH DUNLAP | ||||||||||
| SVP, CHIEF HR OFFICER | 55.0 | 0 | $916,871 | $0 | $151,380 | Yes (X) | ||||
| JOHN F FITZGERALD MD | ||||||||||
| SVP, POPULATION HEALTH (PART YEAR) | 52.0 | 3.0 | $903,231 | $178,027 | $704,155 | Yes (X) | ||||
| MARK A LANTZY | ||||||||||
| SVP & CIO/PRES. (HEALTH PLANS) (PART YEAR) | 55.0 | 0.0 | $831,214 | $0 | $12,361 | Yes (X) | ||||
| RONALD L STIVER | ||||||||||
| PRESIDENT (SHS) | 51.0 | 4.0 | $1,154,498 | $0 | $173,557 | Yes (X) | ||||
| ERIC S WILLIAMS MD | ||||||||||
| FORMER KEY EMPLOYEE | 0.0 | 40.0 | $0 | $188,063 | $17,690 | Yes (X) | ||||
| KEVIN R ARMSTRONG | ||||||||||
| FORMER KEY EMPLOYEE | 55.0 | 0.0 | $691,633 | $0 | $132,669 | Yes (X) | ||||
| MICHAEL L HARLOWE | ||||||||||
| FORMER KEY EMPLOYEE | 0.0 | 55.0 | $0 | $335,523 | $35,217 | Yes (X) | ||||
| PARVEEN CHAND | ||||||||||
| FORMER KEY EMPLOYEE | 55.0 | 0 | $569,381 | $0 | $45,993 | Yes (X) | ||||
| PAUL R HAUT MD | ||||||||||
| FORMER KEY EMPLOYEE | 0.0 | 55.0 | $0 | $410,853 | $16,863 | Yes (X) | ||||
| RYAN C KITCHELL | ||||||||||
| FORMER OFFICER | 0.0 | 0.0 | $2,623,150 | $0 | $8,095 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,064,330 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,009,705 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,384,655 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1722 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MESSER CONSTRUCTION CO | |||||
| 2445 N MERIDIAN ST | Indianapolis | IN | 46208 | Construction | $57,968,916 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| 300 MADISON AVENUE | New York | NY | 10017 | Professional Services | $46,970,618 |
| PHILIPS HEALTHCARE | |||||
| 3000 Minuteman Road MS 0400 | Andover | MA | 01810 | Medical Consulting | $31,885,076 |
| CERNER CORP | |||||
| 2800 ROCKCREEK PKWY | Kansas City | MO | 64117 | Health IT Solutions | $29,480,387 |
| TRIMEDX LLC | |||||
| 5451 LAKEVIEW PKWY S DR | INDIANAPOLIS | IN | 46268 | CLINICAL ENGINEERING | $26,406,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 285 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $8,568,873 | RelatedOrganizationsAmt |
| Government Grants | $7,590,180 | GovernmentGrantsAmt |
| All Other Contributions | $736,892 | AllOtherContributionsAmt |
| Total Contributions | $16,895,945 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 622110 | $2,358,234,436 | $2,358,234,436 | |
| REFERENCE LABORATORY | 621500 | $603,673,997 | $594,042,731 | $9,631,266 |
| MEMBER PREMIUM REVENUE | 541900 | $172,361,208 | $172,361,208 | |
| SHARED SERVICES | 900099 | $572,428,780 | $560,799,398 | $11,629,382 |
| PHARMACY | 446110 | $272,026,061 | $244,444,296 | $27,581,765 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $191,174,564 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $198,096,342 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$6,921,778 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,169,899,046 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,166,745 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,764,209 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $106,402,536 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,647,542 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,778,022 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,869,520 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,869,520 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $318,534 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,550,986 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,061,798,318 | SecuritiesAmt |
| Other | $8,791,706 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,560,634,605 | SecuritiesAmt |
| Other | $8,861,063 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $501,163,713 | SecuritiesAmt |
| Other | -$69,357 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $501,094,356 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,190,338 | UnrelatedBusinessRevenueAmt |
| Exclusion | $499,904,018 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA/FOOD SERVICE | 721110 | $4,512,153 | $4,512,153 |
| PARKING | 812930 | $2,080,026 | $2,080,026 |
| Education | 900099 | $1,327,430 | $1,327,430 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,355,764 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,105,885 | UnrelatedBusinessRevenueAmt |
| Exclusion | $48,249,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $57,275,373 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,855,200,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,129,742,620 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $44,535,392 | UnrelatedBusinessRevenueAmt |
| Exclusion | $664,027,028 | 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 | $30,926,070 | TotalAmt |
| Program Services | $30,926,070 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,611 | TotalAmt |
| Program Services | $428,611 | 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 | $9,996,035 | TotalAmt |
| Program Services | $6,516,479 | ProgramServicesAmt |
| Management And General | $3,479,556 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,119,911 | TotalAmt |
| Program Services | $2,685,797 | ProgramServicesAmt |
| Management And General | $1,434,114 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,145,579,992 | TotalAmt |
| Program Services | $742,145,552 | ProgramServicesAmt |
| Management And General | $398,769,563 | ManagementAndGeneralAmt |
| Fundraising | $4,664,877 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,836,367 | TotalAmt |
| Program Services | $63,128,263 | ProgramServicesAmt |
| Management And General | $33,708,104 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,471,435 | TotalAmt |
| Program Services | $31,401,439 | ProgramServicesAmt |
| Management And General | $16,534,712 | ManagementAndGeneralAmt |
| Fundraising | $535,284 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,701,369 | TotalAmt |
| Program Services | $52,928,916 | ProgramServicesAmt |
| Management And General | $28,454,129 | ManagementAndGeneralAmt |
| Fundraising | $318,324 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,048,763 | TotalAmt |
| Management And General | $2,048,763 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,330,926 | TotalAmt |
| Management And General | $6,330,926 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,759,500 | TotalAmt |
| Management And General | $2,759,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $812,472 | TotalAmt |
| Management And General | $812,472 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,375,350 | TotalAmt |
| Management And General | $9,375,350 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,526,504 | TotalAmt |
| Program Services | $235,229,837 | ProgramServicesAmt |
| Management And General | $153,923,189 | ManagementAndGeneralAmt |
| Fundraising | $373,478 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,785,798 | TotalAmt |
| Program Services | $707,695 | ProgramServicesAmt |
| Management And General | $22,777,953 | ManagementAndGeneralAmt |
| Fundraising | $300,150 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,348,102 | TotalAmt |
| Program Services | $18,256,668 | ProgramServicesAmt |
| Management And General | $16,037,319 | ManagementAndGeneralAmt |
| Fundraising | $54,115 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,184,536 | TotalAmt |
| Program Services | $28,970,367 | ProgramServicesAmt |
| Management And General | $92,136,923 | ManagementAndGeneralAmt |
| Fundraising | $77,246 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,485,566 | TotalAmt |
| Program Services | $5,752,847 | ProgramServicesAmt |
| Management And General | $68,732,719 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,051,202 | TotalAmt |
| Program Services | $689,431 | ProgramServicesAmt |
| Management And General | $1,344,059 | ManagementAndGeneralAmt |
| Fundraising | $17,712 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,676 | TotalAmt |
| Program Services | $165,033 | ProgramServicesAmt |
| Management And General | $111,194 | ManagementAndGeneralAmt |
| Fundraising | $4,449 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,888,293 | TotalAmt |
| Program Services | $468 | ProgramServicesAmt |
| Management And General | $38,887,825 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,060,684 | TotalAmt |
| Program Services | $108,933,783 | ProgramServicesAmt |
| Management And General | $51,126,901 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,604,768 | TotalAmt |
| Program Services | $633,005 | ProgramServicesAmt |
| Management And General | $16,971,763 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DRUGS AND MEDICAL SUPPLIES | $845,615,746 | $845,615,746 |
| HEALTH CLAIMS TO PROVIDERS | $167,266,289 | $167,266,289 |
| BAD DEBT | $115,875,992 | $115,875,992 |
| HOSPITAL ASSESSMENT FEE | $85,224,085 | $85,224,085 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,930,958 | TotalAmt |
| Program Services | $81,658,168 | ProgramServicesAmt |
| Management And General | $188,816,818 | ManagementAndGeneralAmt |
| Fundraising | $455,972 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,786,516,000 | TotalAmt |
| Program Services | $2,625,140,541 | ProgramServicesAmt |
| Management And General | $1,154,573,852 | ManagementAndGeneralAmt |
| Fundraising | $6,801,607 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,618 | BOYAmt |
| EOY | $84,637 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,388,474 | BOYAmt |
| EOY | $289,839,362 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,209,321 | BOYAmt |
| EOY | $4,854,386 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,417,666 | BOYAmt |
| EOY | $503,584,689 | 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 | $616,167,486 | BOYAmt |
| EOY | $65,051,944 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,620,652 | BOYAmt |
| EOY | $80,904,634 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,088,358 | BOYAmt |
| EOY | $153,778,585 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,068,585,696 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,406,123,925 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,558,198,716 | BOYAmt |
| EOY | $1,662,461,771 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,808,215,947 | BOYAmt |
| EOY | $4,716,853,498 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,206,426,397 | BOYAmt |
| EOY | $2,019,918,293 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,705,442 | BOYAmt |
| EOY | $369,040,454 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,586,056 | BOYAmt |
| EOY | $7,586,056 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,362,691 | BOYAmt |
| EOY | $12,821,636 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,596,487,824 | BOYAmt |
| EOY | $9,886,779,945 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,010,046 | BOYAmt |
| EOY | $615,410,111 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,834,082 | BOYAmt |
| EOY | $11,322,948 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,686,053,000 | BOYAmt |
| EOY | $1,130,458,000 | 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 | $121,402,399 | BOYAmt |
| EOY | $221,628,321 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,958,494,013 | BOYAmt |
| EOY | $1,588,620,367 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,264,793,540 | BOYAmt |
| EOY | $3,567,439,747 | 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 | $5,329,838,420 | BOYAmt |
| EOY | $6,317,484,334 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,855,864 | BOYAmt |
| EOY | $1,855,864 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,331,694,284 | BOYAmt |
| EOY | $6,319,340,198 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,596,487,824 | BOYAmt |
| EOY | $9,886,779,945 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,068,684,985 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $61,482,761 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$142,521,832 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $657,269 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $155,203 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $812,472 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1j OTHER ACTIVITIES | SEVERAL MEMBERSHIP ORGANIZATIONS NOTIFIED IU HEALTH DURING 2020 THAT A PORTION OF THE DUES IT PAID WOULD BE USED FOR LOBBYING PURPOSES AS FOLLOWS: American Hospital Association: 23.32% or 25,561 INDIANA HOSPITAL ASSOCIATION: 7.18% OR $23,269 GREATER INDIANAPOLIS CHAMBER OF COMMERCE: 5.0% OR $2,500 INDIANA CHAMBER OF COMMERCE: 10% OR $5,075 CHILDREN'S HOSPITAL ASSOCIATION: 21.91% OR $74,477 340B HEALTH: 8% OR $1,246 AMERICA'S ESSENTIAL HOSPITALS: 13% OR $16,575 NEXT GEN COALITION: 50% OR $5,000 National Association of ACOs: 15% OR 1,500 TOTAL PORTION OF DUES USED FOR LOBBYING PURPOSES: $155,203 |
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | DURING 2020, IU HEALTH SPENT A TOTAL OF $657,269 IN DIRECT FEDERAL AND STATE LOBBYING EXPENDITURES. During 2020, IU Health advocated before our federal legislative and executive branches on the following issues: - Federal COVID response and associated waivers, including COVID relief funds - Healthcare Reform Legislation (in general) - Pricing Transparency/Surprise Billing/Good Faith Pricing Estimates - Changes to Medicare/Medicaid reimbursement - Graduate Medical Education - Medicaid/Medicare Managed Care - Changes to OPPS/IPPS reimbursement - Accountable Care Organizations - 340B program - Critical Access and Rural Hospital Matters - Disproportionate Share Hospital Payments - Telemedicine/Telehealth - Electronic Health Records Interoperability - Organ Transplant Allocation and Regulatory Oversight - CMS Regulatory Requirements - Budget Matters - Billing and Reimbursement During 2020, IU Health advocated before our state legislative branches on the following issues: - Provider Reimbursements - Healthy Indiana Plan - Medicaid Reimbursement Policies - Provider Licensure Matters - Smoking Cessation - Insurance Matters - Cost of Healthcare - Hospital Licensure - Medicaid Managed Care - Telehealth/Telemedicine - Public Safety - Pricing Transparency/Surprise Bills/Good Faith Pricing Estimates - Health Care Regulation - Social Services - Patient Safety Matters - Access to Health Care - Opioids/Addictions Services - Upper Payment Limit Payments - Graduate Medical Education |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,855,864 | BeginningYearBalanceAmt |
| End Year Balance | $1,855,864 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,855,864 | BeginningYearBalanceAmt |
| End Year Balance | $1,855,864 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,888,281 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $3,032,417 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,855,864 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,888,281 | BeginningYearBalanceAmt |
| End Year Balance | $4,888,281 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,888,281 | BeginningYearBalanceAmt |
| End Year Balance | $4,888,281 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $174,596,472 | OtherCostOrOtherBasisAmt |
| Book Value | $174,596,472 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,940,367,645 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,096,661,618 | DepreciationAmt |
| Book Value | $843,706,027 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,726,932 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,958,510 | DepreciationAmt |
| Book Value | $20,768,422 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,590,488,123 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,267,461,699 | DepreciationAmt |
| Book Value | $323,026,424 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $327,406,524 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,042,098 | DepreciationAmt |
| Book Value | $300,364,426 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,662,461,771 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $2,019,918,293 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,019,918,293 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $802,963 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLES (NET) | $1,351,035,643 |
| INTEREST RATE SWAP LIABILITIES | $44,550,722 |
| DUE TO THIRD-PARTY PAYERS | $107,012,894 |
| ENVIRONMENTAL OBLIGATIONS | $6,133,732 |
| ACCRUED INTEREST ON BONDS | $5,709,422 |
| SELF-INSURANCE LIABILITIES | $2,299,160 |
| LEASE LIABILITIES - OPERATING | $71,075,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,588,620,367 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | PERMANENTLY RESTRICTED NET ASSETS ARE GENERALLY RESTRICTED FOR INDIGENT AND OTHER PATIENT CARE SERVICES, MEDICAL EDUCATION AND RESEARCH PROGRAMS, AND MEDICAL SUPPLIES AND EQUIPMENT. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Internal Revenue Service (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. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | N/A | $1,584,698,340 |
| East Asia and the Pacific | 0 | 0 | Investments | N/A | $1,654 |
| North America (Canada & Mexico only) | 0 | 0 | Investments | N/A | $23,527,271 |
| North America (Canada & Mexico only) | 0 | 0 | Conducting board meetings | N/A | $6,381 |
| Central America and the Caribbean | 0 | 0 | ,UNRELATED TRADE/BUS. | N/A | $2,997,737 |
| Central America and the Caribbean | 0 | 0 | Program Services | SELF-INSURANCE | $4,483,970 |
| Central America and the Caribbean | 0 | 7 | Speaking engagements | N/A | $6,862 |
| East Asia and the Pacific | 0 | 1 | Speaking engagements | N/A | $4,731 |
| Europe (Including Iceland and Greenland) | 0 | 11 | Speaking engagements | N/A | $24,529 |
| Middle East and North Africa | 0 | 1 | Speaking engagements | N/A | $738 |
| North America (Canada & Mexico only) | 0 | 9 | Speaking engagements | N/A | $6,786 |
| Middle East and North Africa | 0 | 3 | Program Services | STRATEGIC BUSINESS | $13,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 32 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Subtotal Spent | $1,615,772,950 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,615,772,950 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 ACTIVITIES PER REGION | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED ON SCHEDULE F, PART I, LINE 3 INCLUDE THE BOOK VALUES OF FOREIGN INVESTMENTS, INSURANCE PREMIUMS PAID DIRECTLY TO AN OFF-SHORE CAPTIVE, STRATEGIC BUSINESS, TRAVEL AND MEETING EXPENSES PAID TO ATTEND OFF-SHORE CAPTIVE MEETINGS, AND TRAVEL AND RELATED EXPENSES PAID TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES. | 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 | 28472 | PersonsServedCnt |
| Total Community Benefit Expns | $47,702,110 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $47,702,110 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0128 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 110419 | PersonsServedCnt |
| Total Community Benefit Expns | $998,980,798 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $639,894,507 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $359,086,291 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0967 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 138891 | PersonsServedCnt |
| Total Community Benefit Expns | $1,046,682,908 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $639,894,507 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $406,788,401 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.1096 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 16 | ActivitiesOrProgramsCnt |
| Persons Served | 65307 | PersonsServedCnt |
| Total Community Benefit Expns | $19,111,373 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $650,216 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $18,461,157 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0050 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 6647 | PersonsServedCnt |
| Total Community Benefit Expns | $114,148,629 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $16,699,933 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $97,448,696 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0262 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 37328 | PersonsServedCnt |
| Total Community Benefit Expns | $46,391,939 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $38,148,916 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,243,023 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0022 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $11,000,000 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $11,000,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0030 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 6 | ActivitiesOrProgramsCnt |
| Persons Served | 69758 | PersonsServedCnt |
| Total Community Benefit Expns | $13,344,114 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $497,830 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $12,846,284 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0035 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 27 | ActivitiesOrProgramsCnt |
| Persons Served | 179040 | PersonsServedCnt |
| Total Community Benefit Expns | $203,996,055 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $55,996,895 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $147,999,160 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0399 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 27 | ActivitiesOrProgramsCnt |
| Persons Served | 317931 | PersonsServedCnt |
| Total Community Benefit Expns | $1,250,678,963 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $695,891,402 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $554,787,561 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.1494 | 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 | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 500 | PersonsServedCnt |
| Total Community Benefit Expns | $250,000 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $250,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0001 | 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) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $2,896 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,896 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | 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) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 639 | PersonsServedCnt |
| Total Community Benefit Expns | $3,008 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,008 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | 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 | 4 | ActivitiesOrProgramsCnt |
| Persons Served | 1139 | PersonsServedCnt |
| Total Community Benefit Expns | $255,904 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $255,904 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0001 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $40,054,112 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $377,633,379 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $419,198,201 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$41,564,822 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (5 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|
| BELTWAY SURGERY CENTERS LLC | ||
| AMBULATORY SURGERY CENTER | 0.2576 | 0.7424 |
| SENATE STREET SURGERY CENTER LLC | ||
| AMBULATORY SURGERY CENTER | 0.2621 | 0.7379 |
| INDIANA ENDOSCOPY CENTERS LLC | ||
| AMBULATORY SURGERY CENTER | 0.2601 | 0.7399 |
| ROC SURGERY LLC | ||
| AMBULATORY SURGERY CENTER | 0.297 | 0.703 |
| BALL OUTPATIENT SURGERY CENTER LLC | ||
| AMBULATORY SURGERY CENTER | 0.2818 | 0.7182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 N SENATE BLVD | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | HTTPS://IUHEALTH.ORG/ | WebsiteAddressTxt |
| State License | 22-005051-1 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Childrens Hospital | Yes (X) | ChildrensHospitalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | SEE PART V, SECTION C FOR ADDITIONAL INFORMATION | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 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 (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 3E | IU HEALTH'S 2018 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) REPORTS INCLUDE PRIORITIZED DESCRIPTIONS OF SIGNIFICANT HEALTH NEEDS IN THE COMMUNITY. THE CHNA REPORTS IDENTIFIED THE FOLLOWING NEEDS TO BE ADDRESSED: - ACCESS TO HEALTH CARE SERVICES - DRUG AND SUBSTANCE ABUSE - HEALTH CARE AND SOCIAL SERVICES FOR SENIORS - MENTAL HEALTH - OBESITY AND DIABETES - SMOKING - SOCIAL DETERMINANTS OF HEALTH - FOOD INSECURITY - MATERNAL AND INFANT HEALTH - VIOLENCE AND INJURIES |
| Schedule H, Part V, Section B, Line 5 Facility , 1 | Facility , 1 - INDIANA UNIVERSITY HEALTH. IU HEALTH OPERATES FOUR HOSPITAL LOCATIONS THAT ARE LICENSED AS A SINGLE HOSPITAL BY THE INDIANA STATE DEPARTMENT OF HEALTH. THESE HOSPITAL LOCATIONS ARE AS FOLLOWS: - IU HEALTH METHODIST HOSPITAL - IU HEALTH UNIVERSITY HOSPITAL - RILEY HOSPITAL FOR CHILDREN AT IU HEALTH - IU HEALTH SAXONY HOSPITAL IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN ARE LOCATED IN INDIANAPOLIS, MARION COUNTY, INDIANA AND ARE REFERRED TO AS THE IU HEALTH ACADEMIC HEALTH CENTER. IU HEALTH SAXONY HOSPITAL IS LOCATED IN FISHERS, HAMILTON COUNTY, INDIANA. ALTHOUGH LICENSED AS A SINGLE HOSPITAL, EACH OF THESE FACILITIES SERVE DIFFERENT, ALTHOUGH SOMETIMES OVERLAPPING, PORTIONS OF THE COMMUNITY WHICH PRESENT THEIR OWN UNIQUE HEALTH NEEDS. IN ORDER TO TAKE INTO ACCOUNT ALL OF THESE UNIQUE HEALTH NEEDS, IU HEALTH CONDUCTED SEPARATE COMMUNITY HEALTH NEEDS ASSESSMENTS ("CHNAS") FOR EACH OF ITS FOUR HOSPITAL LOCATIONS. FOR THE 2018 COMMUNITY HEALTH NEEDS ASSESSMENT, INDIANA UNIVERSITY HEALTH CONDUCTED THE COMMUNITY SURVEY DATA COLLECTION IN COLLABORATION WITH INDIANA UNIVERSITY, UNIVERSITY OF EVANSVILLE AND AN INDIANA HOSPITAL COLLABORATIVE, INCLUDING COMMUNITY HEALTH NETWORK, FRANCISCAN ALLIANCE, ST. VINCENT HEALTH AND OTHER HOSPITAL PARTNERS. IN CONDUCTING EACH OF ITS MOST RECENT CHNAS, IU HEALTH TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITIES IT SERVES BY HOSTING SEVERAL COMMUNITY CONVERSATION FOCUS GROUPS. THESE FOCUS GROUPS INCLUDED PUBLIC HEALTH OFFICIALS AND COMMUNITY LEADERS TO DISCUSS THE HEALTHCARE NEEDS OF THE SERVICE AREA AND WHAT ROLE IU HEALTH COULD PLAY IN ADDRESSING THE IDENTIFIED NEEDS. IU HEALTH ACADEMIC HEALTH CENTER COMMUNITY MEETINGS - MARION COUNTY BETWEEN MAY 7 AND 9, 2018, THREE MEETINGS OF COMMUNITY REPRESENTATIVES WERE HELD IN INDIANAPOLIS, THE COUNTY SEAT OF MARION COUNTY. IN TOTAL, THE MEETINGS WERE ATTENDED BY 42 COMMUNITY MEMBERS INVITED BY IU HEALTH IN PARTNERSHIP WITH COMMUNITY HEALTH NETWORK BECAUSE THEY REPRESENT IMPORTANT COMMUNITY ORGANIZATIONS AND SECTORS SUCH AS: LOCAL HEALTH DEPARTMENTS, POLICE/FIRE DEPARTMENTS, NONPROFIT ORGANIZATIONS, LOCAL BUSINESSES, HEALTH CARE PROVIDERS, MAYORS/LOCAL POLICYMAKERS, FAITH-BASED ORGANIZATIONS, PARKS AND RECREATION DEPARTMENTS, AND SCHOOLS. THROUGH THESE MEETINGS, IU HEALTH SOUGHT A BREADTH OF PERSPECTIVES ON THE COMMUNITY'S HEALTH NEEDS. THE SPECIFIC ORGANIZATIONS REPRESENTED AT THE MEETINGS ARE LISTED BELOW. - ADULT AND CHILD HEALTH - ALL SENIOR CITIZENS CONNECT - CENTRAL INDIANA COUNCIL ON AGING (CICOA) - CITY OF INDIANAPOLIS - COBURN PLACE - COMMUNITY HEALTH NETWORK - GENNESARET FREE CLINICS - GLEANERS FOOD BANK - HEALTH BY DESIGN - IU HEALTH METHODIST HOSPITAL - IU HEALTH UNIVERSITY HOSPITAL - INDIANA YOUTH INSTITUTE - INDIANAPOLIS FIRE DEPARTMENT - INDIANAPOLIS METROPOLITAN POLICE DEPARTMENT - INDY HUNGER NETWORK - INDIANAPOLIS PARKS AND RECREATION - IRVINGTON DEVELOPMENT ORGANIZATION - JUMP IN FOR HEALTHY KIDS - LAWRENCE COMMUNITY GARDENS - MARION COUNTY PUBLIC HEALTH DEPARTMENT - NEW BEGINNINGS CHURCH - PARAMOUNT SCHOOLS OF EXCELLENCE - PROGRESS HOUSE - PURDUE EXTENSION - THE POLIS CENTER - UNIVERSITY OF INDIANAPOLIS THE MEETING BEGAN WITH A PRESENTATION THAT DISCUSSED THE GOALS AND STATUS OF THE CHNA PROCESS AND THE PURPOSE OF THE COMMUNITY MEETINGS. THEN, SECONDARY DATA WERE PRESENTED, ALONG WITH A SUMMARY OF THE MOST UNFAVORABLE COMMUNITY HEALTH INDICATORS. FOR MARION COUNTY, THOSE INDICATORS WERE (IN ALPHABETICAL ORDER): - AIR POLLUTION - COMMUNICABLE DISEASES AND STDS - CRIME - MENTAL HEALTH AND SUPPLY OF MENTAL HEALTH PROVIDERS - OBESITY AND LACK OF PHYSICAL ACTIVITY - POVERTY AND HIGH 'COMMUNITY NEED INDEX' - SMOKING AND TOBACCO USE 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 BY EACH GROUP, SUCH AS: - HIGH SCHOOL GRADUATION RATES - BUILT ENVIRONMENT - ACCESS TO PRIMARY CARE - HOMELESSNESS - ACCESS TO HEALTHY FOOD/FOOD INSECURITY - NEEDS OF THE GROWING SENIOR COMMUNITY - SUBSTANCE ABUSE - DENTAL CARE - DISPARITIES IN ACCESS TO BASIC, AFFORDABLE NEEDS - EDUCATION - EDUCATION ON COMMUNICABLE DISEASES - NUTRITION AND COOKING EDUCATION - TEEN PREGNANCY DURING THE MEETINGS, A RANGE OF OTHER TOPICS WAS DISCUSSED, INCLUDING: - ABILITY TO ADDRESS TOPICS SUCH AS CRIME, POVERTY, AND AIR POLLUTION - AGING POPULATION - TEEN PREGNANCY - WATER - PARKS - FUNDING - WALKABILITY - SOCIAL DETERMINANTS OF HEALTH - DISPARITIES - COLLABORATION WITH COMMUNITY ORGANIZATIONS - GOVERNMENT AFFAIRS DEPARTMENT - INDIVIDUALS WITH DISABILITIES AND THEIR HEALTH NEEDS - EFFECTS OF OPIOID ABUSE ON CHILDREN AFTER DISCUSSING THE NEEDS IDENTIFIED THROUGH SECONDARY DATA AND ADDING OTHERS TO THE LIST, PARTICIPANTS IN EACH MEETING WERE ASKED THROUGH A VOTING PROCESS TO IDENTIFY "THREE TO FIVE" THEY CONSIDER TO BE MOST SIGNIFICANT. FOOD INSECURITY, SUBSTANCE ABUSE, MENTAL HEALTH, SOCIAL DETERMINANTS OF HEALTH, AND OBESITY WERE FREQUENTLY IDENTIFIED THROUGH THE COMMUNITY MEETING PROCESS FOR MARION COUNTY. INTERVIEWS - MARION COUNTY AN INTERVIEW ALSO WAS CONDUCTED WITH TWO REPRESENTATIVES OF THE MARION COUNTY PUBLIC HEALTH DEPARTMENT. THE INTERVIEWS WERE CONDUCTED TO ASSURE THAT APPROPRIATE AND ADDITIONAL INPUT WAS RECEIVED FROM GOVERNMENTAL PUBLIC HEALTH OFFICIALS. THE RESULTS OF THE COMMUNITY MEETINGS WERE DISCUSSED AND INSIGHTS WERE SOUGHT REGARDING SIGNIFICANT COMMUNITY HEALTH NEEDS, REASON(S) SUCH NEEDS ARE PRESENT, AND HOW THEY CAN BE ADDRESSED. THE INTERVIEWS WERE 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 INTERVIEWEES CONFIRMED THAT THE NEEDS IDENTIFIED BY THE COMMUNITY MEETING PARTICIPANTS WERE SIGNIFICANT. THESE NEEDS WERE: - ACCESS TO HEALTHY FOOD (FOOD INSECURITY) AND ITS RELATION TO OBESITY - POVERTY - MENTAL HEALTH - DISPARITIES IN ACCESS TO BASIC NEEDS (HOUSING, TRANSPORTATION, ETC.) - SUBSTANCE ABUSE POVERTY HAS INCREASED SIGNIFICANTLY SINCE 2005, FROM ONE OUT OF EVERY FIVE HOUSEHOLDS TO ONE OUT OF EVERY THREE WITH CHILDREN IN POVERTY. THIS INCREASED POVERTY LEVEL HAS CREATED A LARGE ISSUE WITH FOOD INSECURITY. WHILE UNEMPLOYMENT RATES ARE LOW, WAGES ARE AN ISSUE FOR MANY IN THE COMMUNITY. THE MINIMUM WAGE IS NOT A LIVING WAGE AND MANY PEOPLE WHO HAVE LOW PAYING JOBS STILL STRUGGLE WITH FOOD INSECURITY AND OTHER ISSUES. MENTAL HEALTH STATUS AND ACCESS TO MENTAL HEALTH CARE IS A SIGNIFICANT ISSUE, WITH A PARTICULAR FOCUS ON THE LACK OF PROVIDERS, AND ISSUES SURROUNDING SUICIDE AMONG CHILDREN. SINCE MANY PROVIDERS RECEIVE LITTLE IN REIMBURSEMENT FROM INSURANCE FOR MENTAL HEALTH TREATMENT, FINDING PROVIDERS AND HOSPITALS WITH A FOCUS ON MENTAL HEALTH IS DIFFICULT. THERE IS A NEED FOR NAVIGATORS THAT COULD HELP RESIDENTS FIND NEEDED SERVICES AND SIGN UP FOR STATE INSURANCE PLANS. SUBSTANCE ABUSE IS A SIGNIFICANT ISSUE, AS EVIDENCED BY DRUG OVERDOSE DEATHS. ADDITIONALLY, WHILE THERE WERE 500 AMBULANCE TRIPS FOR DRUG OVERDOSES IN 2013, THIS NUMBER IS OVER 2,000 IN RECENT YEARS. COMMUNICABLE DISEASE LINKED TO SUBSTANCE ABUSE IS ALSO AN ISSUE, AS RATES OF HEPATITIS C AND HIV HAVE INCREASED IN PART DUE TO INTRAVENOUS DRUG USE. DESPITE GREAT PROGRESS AND POLICY AROUND THE ISSUE, SMOKING IS STILL AN ISSUE THAT MANY ARE NO LONGER PAYING ATTENTION TO BECAUSE OF A MISBELIEF THAT THE ISSUE IS SOLVED. THE RECENT RISE OF E-CIGARETTES ALSO MAY CONTRIBUTE TO INCREASED SMOKING DUE TO ATTRACTING TEENAGERS. TRANSPORTATION IS A BARRIER TO CARE. WHILE THE CITY HAS OPTIONS, THE BUS SYSTEM IS INEFFICIENT AND CAN TAKE A LONG TIME. CANCER IS ALSO AN ISSUE, WITH LARGE DISPARITIES IN INCIDENCE RATES AMONG DIFFERENT DEMOGRAPHIC GROUPS. IN PARTICULAR THE INCIDENCE RATES OF LUNG, COLON, AND PROSTATE CANCERS ARE SIGNIFICANT NEEDS IN THE COMMUNITY. THE INTERVIEWEES ALSO IDENTIFIED SEVERAL OTHER SIGNIFICANT ISSUES IN THE COMMUNITY, INCLUDING: - DENTAL CARE AND ACCESS TO DENTAL CARE PROVIDERS - VIOLENCE AND HOMICIDE - INFANT MORTALITY, ESPECIALLY WITH THE DISPARITIES PRESENT AMONG DIFFERENT RACIAL GROUPS - CHILDHOOD OBESITY - CHRONIC DISEASES, PARTICULARLY DIABETES |
| Schedule H, Part V, Section B, Line 5 Facility , 2 | Facility , 2 - INDIANA UNIVERSITY HEALTH (CONT.). COMMUNITY SURVEY - MARION COUNTY TO INFORM THE CHNA, A COMMUNITY SURVEY WAS CONDUCTED. THE SURVEY 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 QUESTIONNAIRES WERE RECEIVED BY ALL PARTICIPATING HOSPITALS IN THE INDIANA HOSPITAL COLLABORATIVE, FOR AN OVERALL RESPONSE RATE OF 11.6 PERCENT; 5,030 QUESTIONNAIRES WERE RECEIVED FROM THE 17 INDIANA COUNTIES SERVED BY ONE OR MORE IU HEALTH HOSPITALS. A DATASET WAS CREATED FROM THE IU HEALTH SURVEY RESPONSES, AND THE RESPONSES WERE ADJUSTED FOR TWO FACTORS: - THE NUMBER OF ADULTS IN EACH HOUSEHOLD (I.E., A SURVEY FROM A HOUSEHOLD WITH TWO ADULTS RECEIVED A BASE WEIGHT OF "2" AND A SURVEY FROM A HOUSEHOLD WITH ONE ADULT RECEIVED A BASE WEIGHT OF "1"). - A POST-STRATIFICATION ADJUSTMENT DESIGNED TO MAKE THE RESULTS MORE REPRESENTATIVE OF THE POPULATION IN EACH COMMUNITY (I.E., FEMALE AND OLDER ADULTS WERE OVERREPRESENTED AMONG SURVEY RESPONDENTS WHEN COMPARED TO CENSUS DATA, AND THE ADJUSTMENT MADE CORRECTIONS). FOR IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL AND IU HEALTH RILEY HOSPITAL FOR CHILDREN SURVEYS WERE RECEIVED FROM 359 COMMUNITY HOUSEHOLDS. ACCORDING TO THE RESPONSES, THESE HOUSEHOLDS INCLUDED 644 ADULTS. THE COMMUNITY SURVEY INDICATES THAT SUBSTANCE USE OR ABUSE; CHRONIC DISEASES; OBESITY; MENTAL HEALTH; AND ASSAULT, VIOLENT CRIME, AND DOMESTIC VIOLENCE REPRESENT TOP CONCERNS IN THE COMMUNITY SERVED BY IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL AND IU HEALTH RILEY HOSPITAL FOR CHILDREN. IU HEALTH SAXONY HOSPITAL COMMUNITY MEETINGS - HAMILTON COUNTY ON APRIL 17, 2018, A MEETING OF COMMUNITY REPRESENTATIVES WAS HELD AT THE HAMILTON COUNTY 4H FAIRGROUNDS IN NOBLESVILLE, THE COUNTY SEAT OF HAMILTON COUNTY. THE MEETING WAS ATTENDED BY 38 COMMUNITY MEMBERS INVITED BY IU HEALTH BECAUSE THEY REPRESENT IMPORTANT COMMUNITY ORGANIZATIONS AND SECTORS SUCH AS: LOCAL HEALTH DEPARTMENTS, POLICE/FIRE DEPARTMENTS, NON-PROFIT ORGANIZATIONS, LOCAL BUSINESS, HEALTH CARE PROVIDERS, MAYORS/LOCAL POLICYMAKERS, FAITH-BASED ORGANIZATIONS, PARKS AND RECREATION DEPARTMENTS, AND SCHOOLS. THROUGH THIS MEETING, IU HEALTH SOUGHT A BREADTH OF PERSPECTIVES ON THE COMMUNITY'S HEALTH NEEDS. THE SPECIFIC ORGANIZATIONS REPRESENTED AT THE MEETING ARE LISTED BELOW. - ASPIRE INDIANA - CENTRAL INDIANA COUNCIL ON AGING (CICOA) - CHAUCIE'S PLACE - COMMUNITY HEALTH NETWORK - NORTH - DEPARTMENT OF CHILD SERVICES - FISHERS CITY COUNCIL - FISHERS FIRE & EMERGENCY SERVICES - GOOD SAMARITAN NETWORK - HAND, INC. - HOPE FAMILY CARE CENTER - HAMILTON COUNTY COUNCIL ON ALCOHOL AND OTHER DRUGS - HAMILTON COUNTY HEALTH DEPARTMENT - HAMILTON COUNTY HARVEST FOOD BANK - HAMILTON COUNTY YOUTH ASSISTANCE PROGRAM - HAMILTON HEIGHTS SCHOOL CORPORATION - HAMILTON SOUTHEASTERN SCHOOLS - IU HEALTH - IU HEALTH INDY SUBURBAN REGION/IU HEALTH SAXONY HOSPITAL AND IU HEALTH NORTH HOSPITAL - NOBLESVILLE CHAMBER OF COMMERCE - NOBLESVILLE TOWN COUNCIL - NOBLESVILLE SCHOOLS - PARTNERSHIP FOR A HEALTHY HAMILTON COUNTY - PREVAIL, INC. - PRIMELIFE ENRICHMENT, INC. - RIVERVIEW HEALTH - RIVERVIEW HEALTH PHYSICIANS - SHEPHERD'S CENTER OF HAMILTON COUNTY - ST. FRANCIS - ST. VINCENT CARMEL/FISHERS - STONES 3 RESOURCES - TRINITY FREE CLINIC - WESTFIELD WASHINGTON SCHOOL 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. DUE TO THE SIZE OF THE GROUP, PARTICIPANTS WERE THEN SPLIT INTO THREE GROUPS. THE SAME LIST WAS PROVIDED TO EACH GROUP OF POTENTIAL UNMET HEALTH NEEDS FOR THE INDIVIDUALS TO DISCUSS AND VOTE ON TO INDICATE WHAT THEY CONSIDERED TO BE THE MOST SIGNIFICANT HEALTH NEEDS FOR HAMILTON COUNTY. THOSE HEALTH NEEDS WERE: - TRANSPORTATION - HOUSING - EMPLOYMENT - JOB TRAINING - FOOD INSECURITY - NUTRITIONAL EDUCATION - SOCIAL SUPPORT - ACCESS TO HEALTH SERVICES - COST OF MEDICATION - INSURANCE COVERAGE/ENROLLMENT - VIOLENCE/CRIME - CHRONIC DISEASE MANAGEMENT DURING THE MEETING, A RANGE OF OTHER TOPICS WAS DISCUSSED, INCLUDING: - INDIVIDUALS WITH A MENTAL HEALTH DIAGNOSIS - INDIVIDUALS WITH A HISTORY OF SUBSTANCE ABUSE/MISUSE - INDIVIDUALS WITH CHRONIC CONDITIONS - CHILDREN AND SENIORS AS PRIORITY POPULATIONS - NUTRITIONAL EDUCATION - EMPLOYMENT - LIMITED SUPPLY OF HEALTH CARE PROFESSIONALS AFTER DISCUSSING THE NEEDS IDENTIFIED, EACH PARTICIPANT WAS ASKED THROUGH A VOTING PROCESS TO IDENTIFY THE TWO THEY CONSIDER TO BE MOST SIGNIFICANT. FROM THIS PROCESS, THE GROUPS IDENTIFIED THE FOLLOWING NEEDS AS MOST SIGNIFICANT FOR HAMILTON COUNTY: - TRANSPORTATION - HOUSING - ACCESS TO HEALTH SERVICES - CHRONIC DISEASE MANAGEMENT - COST OF MEDICATION - INSURANCE COVERAGE/ENROLLMENT - SOCIAL SUPPORT INTERVIEWS - HAMILTON COUNTY AN INTERVIEW ALSO WAS CONDUCTED WITH A REPRESENTATIVE OF THE HAMILTON COUNTY HEALTH DEPARTMENT. THE INTERVIEW WAS CONDUCTED TO ASSURE THAT APPROPRIATE AND ADDITIONAL INPUT WAS RECEIVED FROM A GOVERNMENTAL PUBLIC HEALTH OFFICIAL. THE INDIVIDUAL THAT WAS INTERVIEWED PARTICIPATED IN THE COMMUNITY MEETING. 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. ACCORDING TO THE INTERVIEWEE, MANY IN INDIANA INCORRECTLY BELIEVE THAT SINCE HAMILTON COUNTY IS AFFLUENT, THERE IS LITTLE NEED TO FOCUS ON IMPROVING COMMUNITY HEALTH. THE COUNTY DOES HAVE NEEDS AND HAS POCKETS OF VULNERABLE POPULATIONS THAT NEED CONTINUED ATTENTION. THE COUNTY ALSO NEEDS MORE PUBLIC HEALTH FUNDING TO PROVIDE ADEQUATE PROGRAMS AND SERVICES. THE INTERVIEWEE CONFIRMED THAT THE THREE TOP NEEDS IDENTIFIED BY COMMUNITY MEETING PARTICIPANTS WERE SIGNIFICANT, ADDING THAT ALL THREE HAVE BEEN CHRONIC ISSUES IN THE COUNTY. THESE THREE NEEDS WERE: - TRANSPORTATION - ACCESS TO HEALTH SERVICES - HOUSING MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES ARE PARTICULARLY DIFFICULT TO ACCESS IN THE COUNTY. ONLY ONE REAL TREATMENT CENTER AND NO INPATIENT FACILITIES EXIST, REQUIRING RESIDENTS TO TRAVEL LONG DISTANCES TO SERVICES OUTSIDE OF THE COUNTY. PRIMARY CARE ALSO IS DIFFICULT TO ACCESS FOR PATIENTS WITH CERTAIN TYPES OF INSURANCE COVERAGE. MANY PROVIDERS ARE NOT ACCEPTING NEW PATIENTS WITH MEDICARE OR MEDICAID. THIS ISSUE BECAME MORE PROBLEMATIC A FEW YEARS AGO AFTER A COMMUNITY CLINIC CLOSED. REGARDING POPULATIONS AT RISK, INDIVIDUALS WITH A MENTAL HEALTH DIAGNOSIS, THE UNINSURED OR UNDERINSURED, CHILDREN, AND SENIORS ARE MOST AT RISK. SENIORS FACE ISSUES INCLUDING A LACK OF TRANSPORTATION, DIFFICULTIES ACCESSING MENTAL HEALTH SERVICES, AND ISOLATION. A LACK OF SPECIALIZED PROVIDERS FOR PAIN MANAGEMENT, PHYSICAL THERAPY, AND RELATED PAIN MANAGEMENT SERVICES IS CONTRIBUTING TO AN OVER-PRESCRIBING OF OPIATES. THE NEED FOR HEALTH EDUCATION IN THE COMMUNITY IS SIGNIFICANT. HEALTH DEPARTMENT AND OTHER COMMUNITY RESOURCES ARE LIMITED. EDUCATION IS NEEDED PARTICULARLY REGARDING RISKS ASSOCIATED WITH SUBSTANCE ABUSE AND SEXUALLY-TRANSMITTED DISEASES. MANY UNINSURED ARE USING EMERGENCY ROOMS FOR PRIMARY CARE SINCE THEY DO NOT KNOW WHERE ELSE TO GO. A SERVICE THAT COULD CONNECT THESE RESIDENTS TO PROVIDERS ACCEPTING LOW INCOME AND MEDICAID PATIENTS IS NEEDED. MEDICATION ASSISTANCE FOR SENIORS ALSO IS AN ISSUE. MANY SENIORS ARE CONFUSED BY THE ARRAY OF MEDICATIONS THEY HAVE BEEN PRESCRIBED, LEADING TO A LACK OF MEDICATION ADHERENCE AND COMPLIANCE. |
| Schedule H, Part V, Section B, Line 5 Facility , 3 | Facility , 3 - INDIANA UNIVERSITY HEALTH. COMMUNITY SURVEY - HAMILTON COUNTY TO INFORM THE CHNA, A COMMUNITY SURVEY WAS CONDUCTED BY THE INDIANA HOSPITAL COLLABORATIVE. ACROSS INDIANA, 9,161 COMPLETED QUESTIONNAIRES WERE RECEIVED BY ALL PARTICIPATING HOSPITALS IN THE INDIANA HOSPITAL COLLABORATIVE, FOR AN OVERALL RESPONSE RATE OF 11.6 PERCENT; 5,030 QUESTIONNAIRES WERE RECEIVED FROM THE 17 INDIANA COUNTIES SERVED BY ONE OR MORE IU HEALTH HOSPITALS. FOR THE IU HEALTH SAXONY HOSPITAL COMMUNITY, SURVEYS WERE RECEIVED FROM 864 COMMUNITY HOUSEHOLDS. ACCORDING TO THE RESPONSES, THESE HOUSEHOLDS INCLUDED 1,638 ADULTS. THE COMMUNITY SURVEY INDICATES THAT OBESITY, CHRONIC DISEASES, SUBSTANCE USE OR ABUSE, AND MENTAL HEALTH REPRESENT TOP CONCERNS IN THE COMMUNITY SERVED BY IU HEALTH SAXONY HOSPITAL. |
| Schedule H, Part V, Section B, Line 11 Facility , 1 | Facility , 1 - INDIANA UNIVERSITY HEALTH. The impact of the coronavirus (COVID-19) pandemic, declared a national and state public health emergency, has been felt by all individuals on both personal and professional levels. Indiana State and coronavirus response requirements have limited or prohibited certain interactions and activities for safety reasons. From a community benefit perspective, IU Health Inc. had to limit, alter or postpone several initiatives in 2020. Additionally, much of the support that IU Health Inc. provided to community organizations was used to address their COVID-19 relief efforts, as this was a top identified need in the community. Throughout the pandemic, IU Health Inc. continued to engage in alternative community benefit initiatives that met significant health needs while following COVID-19 response requirements. In conjunction with the CHNA, IU Health Inc.'s Board adopted an implementation strategy in April 2019 related to the 2018 CHNA. IU Health Inc. prioritized and determined which of the community health needs identified in its most recently conducted CHNA were most critical for it to address. IU Health Inc. includes IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony. The first three hospitals make up the Academic Health Center (AHC). IU Health Methodist Hospital and IU Health University Hospital will address the following community health needs between 2019 and 2021: 1. ACCESS TO HEALTHCARE SERVICES 2. DRUG AND SUBSTANCE ABUSE (INCLUDING OPIOIDS)* 3. HEALTHCARE AND SOCIAL SERVICES FOR SENIORS 4. MENTAL HEALTH* 5. OBESITY AND DIABETES 6. SMOKING, TOBACCO USE AND EXPOSURE TO SECONDHAND SMOKE 7. SOCIAL DETERMINANTS OF HEALTH 8. OTHER STATEWIDE CONCERNS: A. PUBLIC HEALTH FUNDING B. AIR POLLUTION * IU HEALTH USES THE TERM BEHAVIORAL HEALTH TO REFER TO MENTAL HEALTH AND DRUG AND SUBSTANCE ABUSE (INCLUDING OPIOIDS). THE IMPLEMENTATION STRATEGY TO ADDRESS THE IDENTIFIED NEEDS INCLUDES THE FOLLOWING: Access to Healthcare Services; Smoking, Tobacco Use and Exposure to Secondhand Smoke -Provide health screenings in the community: Due to the coronavirus pandemic, many in person, community activities were canceled due to social distancing and community gathering restrictions. This impacted IU Health Inc.'s ability to offer health screenings from March to December 2020. During this time, other community needs were identified including greater urgency in increasing the number of people vaccine for the flu, especially in underserved communities. From October to November 2020 eight drive-through flu shot events were conducted at six different locations. IU Health Inc. partnered with six different community-based and faith-based organizations that served and/or represented underserved communities. Vaccination was free for community members. Behavioral Health -Implement substance abuse programming: The IU Health Methodist Hospital Addiction Treatment & Chronic Pain Recovery Center provides an intensive outpatient program. The provider team includes physicians, nurse practitioners, registered nurses, therapists, recovery coaches, physical therapists and yoga instructors and art therapists. Services include group psychotherapy, 12-step program education, and connection to the recovery community, detox services, medication-assisted treatment, recovery coaching, case management, individual therapy, family therapy, relapse prevention skills, motivational interviewing, mindfulness/meditation, exercise therapy/yoga, art therapy, spirituality sessions and aftercare. To help lessen the spread of COVID-19 and for the safety of patients, virtual care was available to patients. -Work with community organizations to determine roles in programming: In 2020, the community benefit grant program awarded funding to community-based organizations including Coburn Place, Reach for Youth, Volunteers of America Ohio & Indiana (fresh start recovery), St. Monica Catholic Church, and Central Indiana community foundation: Summer Youth Program Fund to provide a variety of services including support groups, individual and family counseling, and residential addictions treatment. Many of these organizations provide services to under and uninsured individuals. Obesity and Diabetes -Perform cooking demonstrations, food preparation and tasting, nutrition education and planning, and tips for shopping economically for healthy foods: IU Health Population Health launched a pilot for the "fresh food to you" program in November of 2020. The pilot enrolled 16 patients and spanned 3 months and ended in February of 2021. Diabetic patients with a provider at IUH's East Washington clinic were outreached if they had a specific hemoglobin A1C of and reported being food insecure. Additionally, the clinical dietetics department was working towards a plan to dedicate volunteer hours to cooking demonstrations in the community; however, due to staff capacity and COVID-19 restrictions they were not able to make any progress. -Collaborate with low-income community housing projects, community organizations, and faith-based organizations to reach target population: In 2020, the community benefit grant program awarded funding to community-based organizations including YMCA of greater Indianapolis, Indy Public Safety Foundation, Marion County Public Health Department - Fresh Bucks and Produce RX, and Central Indiana Community Foundation: Summer Youth Program Fund to support a variety of programs and initiatives including a public awareness campaign highlighting the relationship between sugary drinks and poor health outcomes; physical activity in parks and schools; early childhood education; healthy food access; and the purchase of fresh fruits and vegetables at farmers markets. Social Determinants of Health -Expand the medical-legal partnership (MLP): In 2020, the MLP completed 36 intake interviews. of the newly opened cases, the legal type included private landlord/tenant cases; social security application/appeal cases; guardianship estates cases; domestic violence/protective orders cases; advance directives/power of attorney cases; last wills and testaments cases; social security benefit cases; minor guardianship cases; divorce cases; and custody/visitation cases. 1,103 hours were collectively attributable directly to the University-Methodist MLP projects. -Help individuals and families in need of support connect to resources available in the Indianapolis community: IU Health Inc. launched Aunt Bertha, an online platform for finding and connecting to social services across Indiana and the United States. All programs that appear on the aunt bertha site are offered for free or at a reduced cost and will help address patients' social determinants of health needs. In 2020, aunt bertha was rolled out to the regions in the IU Health system. It is available for patients and all IUH employees to use. There have been 3,400 sessions and 2,443 searches on the IU Health Aunt Bertha platform in the last 90 days. Also in 2020, the community benefit grant program awarded funding to the Indy Hunger Network to support community compass, multiplatform technology that connects Marion county residents to information about available food assistance, including both screening questions for federal nutrition programs and location information for charitable food assistance, WIC clinics, and snap and WIC retail locations. -Work with community organizations to determine roles in programming to provide housing resources to low-income community members: In 2020, the community benefit grant program awarded funding to community-based organizations including Habitat for Humanity, Coalition for Homelessness Intervention & Prevention, Dayspring, and Family Promise of Greater Indianapolis to support people living on the streets and in emergency shelter; build housing for low-income families; people who do not have shelter; and provide an apartment shelter program. Needs Not Being Addressed -Healthcare and social services for seniors -Funding for public health -Air pollution IU Health Methodist Hospital and IU Health University Hospital are unable to address the community health needs because they do not relate directly to the hospitals' mission to deliver healthcare or there are limited resources to address the need. These are needs that other governmental agencies and/or community organizations have the most appropriate expertise and resources to address the needs. Riley Hospital for Children at Indiana University Health (Riley) will address the following community health needs between 2019 and 2021: 1. Maternal and infant health 2. Mental health* 3. Obesity and access to healthy food 4. Poverty and other social determinants of health 5. Smoking, tobacco use and exposure to secondhand smoke 6. Violence and injuries 7. Other statewide concerns: a. public health funding b. air pollution |
| Schedule H, Part V, Section B, Line 11 Facility , 2 | Facility , 2 - INDIANA UNIVERSITY HEALTH (CONT.). *IU Health uses the term behavioral health to refer to mental health. The implementation strategy to address the identified needs noted above includes the following: Maternal and Infant Health -Continue to collaborate with the Marion County Public Health Department in conducting the Fetal Infant Mortality Review (FIMR): The FIMR is an ongoing program that occurs on an as-needed basis. This review occurs in partnership with the Marion County Public Health Department and the Indiana Department of Health. Riley staff volunteer their time and expertise to the FIMR. -Provide continuing education to primary care providers in Indiana regarding safe sleep and available resources: In 2020, the offering of safe sleep 'classes' was shifted to appointment-based consultations (i.e., welcoming anyone referred from the community). This was largely due to grant funding and available resources. However, COVID-19 drastically limited Riley's ability to serve the community, due to the hospital's visitor restrictions and the riley safety store being closed to the general public (the place where the appointments took place). -Provide lactation training, childcare education and well-baby checks for new mothers in the community: For 2020, Riley provided 5 outpatient lactation consultations. Due to the COVID-19 pandemic, after March the consultations could not be done in person which may have impacted the number of consultations completed. Obesity and Access to Healthy Food -Collaborate with low-income community housing projects community organizations, and faith-based organizations to reach target population: In 2020, the community benefit grant program provided funding to community-based organizations including Lawrence County Community Gardens, Gleaners, and Flanner House to provide fresh, locally grown fruit and vegetables to food desserts; increase the volume of fresh food distributed to the community; and deliver healthy meals to people who are food insecure. -Implement the 5-2-1-0 program in collaboration with local organizations: Riley provided a grant to Jump IN for Healthy Kids (Jump IN) in 2020. The organization has partnered with more than two dozen organizations to integrate 5-2-1-0 programming and messaging into their curricula and communications for kids and families. To measure the level of 5-2-1-0 education, in 2020 jump in established a tiered system of integration: gold, silver and bronze levels. They did not have their numbers reached for 2020 yet but anticipate they will be lower than in previous years due to restrictions from COVID-19 on school programs and extra-curricular activities. Smoking, Tobacco Use and Exposure to Secondhand Smoke; Behavioral Health -Patients, family members and caregivers of Riley patients will be screened for use of tobacco products, including vaping. Those who screen positive will be counseled regarding medical risks to self and/or patient and asked if they want to quit, or at least abstain while their child is in the hospital. If they agree, they will receive counseling from a core group of staff, also trained as certified tobacco treatment specialists: This program was not implemented in 2019. Planning for implementation was started and the program was to begin in in quarter 1 of 2020. However, it did not start due to COVID-19. There is smoking cessation education that occurs as part of asthma education. Poverty and Other Social Determinants of Health -Expand the medical-legal partnership (MLP): The Riley MLP finished its first full year helping patients and families with their legal needs. The project continued to accept referrals and engage in off-site investigations and case-handling this quarter. The challenges of the COVID-19 pandemic continue to affect the rights of clients in the Indianapolis region and across the state, especially for children facing health-harming legal needs. This project shows the potential of legal interventions leading to improved health and wellness outcomes for the children and families served by Riley. This quarter, the Riley MLP completed eight (8) intake interviews. Of those newly opened cases, six (6) were landlord-tenant or housing matters, one (1) was a guardianship case, and one (1) was a social security appeal case. Seven (7) cases were closed during this quarter. of those cases, all seven (7) resulted in legal advice or representation from the MLP (100%). of those closed cases, five (5) were landlord-tenant or housing matters and two (2) were social security appeal cases. four (4) cases remain open/pending at this time and will carry-over to another quarter. This quarter, 148.2 hours were collectively attributed directly to the project. 139.5 hours of attorney time were spent on Riley cases or activities. Violence and Injuries -Provide free safe sitter classes to groups of low-income youth: Riley was unable to hold classes in the community at places such as Brightwood and MLK community center due to COVID-19. Needs Not Being Addressed -Healthcare and social services for seniors -Funding for public health -Air pollution Riley is unable to address the community health needs because they do not relate directly to the hospitals' mission to deliver healthcare or there are limited resources to address the need. These are needs that other governmental agencies and/or community organizations have the most appropriate expertise and resources to address the needs. IU Health Saxony Hospital Community Health Needs listed by category are being addressed between 2019 and 2021 for the IU Health Saxony Hospital: 1. Access to Healthcare Services 2. Drug and Substance Abuse (including opioids and alcohol)* 3. Food Insecurity 4. Healthcare and Social Services for Seniors 5. Mental Health* 6. Obesity and Diabetes 7. Social Determinants of Health *IU Health uses the term Behavioral Health to refer to mental health and drug and substance abuse (including opioids). The Implementation Strategy to address the identified needs noted above includes the following: Access to Healthcare Services and Social Determinants of Health -Provide funding for local free/low-cost clinics. -Encourage IU Health team members to assist in staffing the clinics -Invest in the Partnership for a Healthy Hamilton County [PHHC] to encourage collaboration among area health organizations [this strategy also addresses Behavioral Health and Healthcare & Social Services for Seniors] -Develop programs and strategies in collaboration with PHHC to improve the overall health of Hamilton County residents and employees -Participate in PHHC committees related to pertinent CHNA priorities. -Provide an Individual Solutions coordinator to help patients register for health insurance.) -Six IU Health providers, pharmacists, nurses and language interpreters staffed Trinity Free Clinic for over 31 hours to help increase access to healthcare services for under- and uninsured individuals in 2020. IU Health Saxony also provided support to the Partnership for a Healthy Hamilton County to assist their operations and strategic plan to improve the health of the community. In 2020, PHHC helped to create the Hamilton County Free Medical Clinic Collaborative, which is comprised of the free clinics located in the county. This group focuses on unifying efforts to ensure that free/low cost healthcare services are always available and offered to the public. Additionally, through the Individual Solutions effort, IU Health Saxony coordinators assisted 30 individuals with health insurance registration. 31 percent of these individuals were initially self-pay. -In 2020, the Community Benefit Grant Program, in partnership with the IU Health Foundation, awarded funding to the following community-based organizations to purchase equipment for a mobile medical unit, to purchase four temperature scan kiosks, to support financial and emotional wellbeing services for breast cancer survivors, to support PHHC's operations to improve the overall health of Hamilton County residents and employees, and to provide COVID-19 relief. Many of these organizations provide services to under- and uninsured individuals. -Aspire Indiana Health -Indiana Women in Need Foundation -Partnership for a Healthy Hamilton County -Trinity Free Clinic Behavioral Health -Provide 24/7 peer counseling via telemedicine for patients who present in the emergency department [ED] with substance abuse issues. -Provide telemedicine visits with trained behavioral health clinicians to patients who present in the ED with behavioral health needs -Provide annual funding to the Indiana Center for Prevention of Youth Abuse & Suicide [ICPYAS] -Collaborate with ICPYAS to provide training for the community and IU Health team members on the recognition and prevention of child sexual abuse. -Provide executive support for Breathe Easy Hamilton County initiatives.) |
| Schedule H, Part V, Section B, Line 11 Facility , 3 | Facility , 3 - INDIANA UNIVERSITY HEALTH (CONT.). -In partnership with ICPYAS, IU Health also offered two virtual Stewards of Children child sexual abuse trainings for IU Health team members. 276 community members completed a Stewards of Children training in 2020 as well. Furthermore, Partnership for a Healthy Hamilton County served in the Breathe Easy Alliance and supported tobacco-free initiatives in Hamilton County, such as improving the Indiana Quitline and supporting local organizations in their transitions to becoming smoke-free environments. -In 2020, the Community Benefit Grant Program, in partnership with the IU Health Foundation, awarded funding to the following community-based organizations to support the provision of virtual youth abuse and suicide recognition and prevention trainings, and COVID-19 relief efforts. -Cherish Child Advocacy Center -Indiana Center for the Prevention of Youth Abuse and Suicide Food Insecurity -Support local farmers' markets that provide access to healthy fruits and vegetables. -Provide healthy cooking demonstrations utilizing market produce. -Due to the coronavirus pandemic, many in-person, community activities were canceled due to social distancing and community gathering restrictions. This impacted IU Health Saxony's ability to offer healthy cooking demonstrations during the 2020 farmers' markets. No cooking demonstrations were held. -In 2020, the Community Benefit Grant Program, in partnership with the IU Health Foundation, awarded funding to the Good Samaritan Network of Hamilton County to provide meals to 6,015 low-income households during the holiday season. Healthcare and Social Services for Seniors -Provide physician-led health seminars to seniors at PrimeLife Enrichment, Inc. -Provide free finger-stick health screenings for seniors at PrimeLife Enrichment to measure cholesterol, triglycerides, glucose, A1C and blood pressure, and provide education to encourage positive changes to impact future screening results. -Provide funding to the Shepherd's Center of Hamilton County in support of its Reaching Resources program. -Provide in-hospital dementia training for team members so the hospital is able to create an environment that is welcoming and conducive for those living with dementia. -One physician-led seminar was held at PrimeLife Enrichment in 2020. There were approximately 50 senior citizens in attendance at the seminar. Surveys were given out before and after the seminar to determine the attendees' increase in knowledge from the presentation. Approximately 90 percent of the senior citizens who completed the survey reported that they had an increase in knowledge related to cardiovascular health, which was the topic of the seminar. Due to the coronavirus pandemic, many in-person, community activities were canceled due to social distancing and community gathering restrictions. For the safety of the senior community and staff members, IU Health Saxony did not host health screenings in 2020. In partnership with the retail pharmacy, IU Health Saxony did host a free flu shot clinic for the senior community at PrimeLife Enrichment, as there was an urgency to increase the number of seniors vaccinated due to COVID-19. To take temporary place of additional in-person activities, IU Health sent monthly geriatric health education articles that were distributed to seniors via the PrimeLife Enrichment communications. IU Health Saxony also trained 43 employees through the Dementia Friends Indiana program, which helped to create a dementia-friendly environment in the hospital and community. Furthermore, Partnership for a Healthy Hamilton County participated in the Reaching Resources Network and the Mental Health Task Force for Older Adults in Hamilton County to discuss topics relevant to improving the quality of life for seniors. -In 2020, the Community Benefit Grant Program, in partnership with the IU Health Foundation, awarded funding to the Shepherd's Center of Hamilton County to provide senior support services and to support their COVID-19 Crisis Response Plan. Obesity and Diabetes and Social Determinants of Health -Collaborate with the Max Challenge of Fishers to provide 100 Hamilton County residents with a free 10-week program to improve their overall health through fitness and nutrition; provide three health screenings during the 10-week program to measure changes in cholesterol, triglycerides, glucose, A1C, blood pressure, weight and Body Mass Index [BMI]. -Collaborate with parks departments to make local park improvements, thus encouraging greater physical activity in the parks. -100 Hamilton County residents were selected to participate in the 2020 Fresh & Fit program. The 10-week fitness and nutrition program was extended out an additional five weeks to accommodate fitness center closures and COVID-19 safety guidelines. Only two out of three health screenings were hosted, as the second screening was cancelled due to hospital COVID-19 restrictions. 51 percent of the 2020 participants completed the program and experienced a variety of health benefits throughout the challenge, such as improvements in their cholesterol, A1C, glucose and blood pressure levels. For example, 89 percent of participants who had unhealthy A1C measurements (above 5.7) lowered their levels. The average amount of weight lost in the 2020 program was 12.9 pounds per person. Participants also experienced a variety of health improvements, such as better sleep, energy, mood and joint pain. From the post-program survey that was sent to all 2020 participants, 67 percent of respondents continue to exercise regularly, and 58 percent continue to follow a nutrition plan several months after completing the program. In 2020, IU Health Saxony also partnered with Hamilton County Parks and Recreation for the annual Days of Service events. IU Health team members participated in park improvement projects to boost physical activity in the parks, such as mulching playgrounds, planting trees and native species, spreading river rock, picking up garbage and providing general park maintenance. -In 2020, the Community Benefit Grant Program awarded funding to Mudsock Youth Athletics to provide scholarships for low-income families to enroll their children in local youth sports leagues. IU Health Saxony Hospital is addressing all the community health needs based on their 2018 CHNA. |
| Schedule H, Part V, Section B, Line 13 Facility , 1 | Facility , 1 - INDIANA UNIVERSITY HEALTH. IN ADDITION TO FPG, IU HEALTH MAY TAKE INTO CONSIDERATION A PATIENT'S INCOME AND/OR ABILITY TO PAY IN THE CALCULATION OF A FINANCIAL ASSISTANCE AWARD. |
| Schedule H, Part V, Section B, Line 13 Facility , 1 | Facility , 1 - INDIANA UNIVERSITY HEALTH. IU Health takes into consideration several other factors in determining patient eligibility for financial assistance. These factors include the following: 1. Eligibility for Financial Assistance due to Financial or Personal Hardship In order to be eligible for Financial Assistance due to Financial or Personal Hardship under this Policy, a patient or guarantor must: - Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; - Be an Indiana Resident as defined in this Policy; and - If Uninsured, consult with a member of IU Health's Individual Solutions department to determine if health care coverage may be obtained from a government insurance or assistance product, the Health Insurance Marketplace, or from any other source of coverage. Financial Assistance due to Financial Hardship is only available for encounters where care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility. 2. Financial Assistance due to Financial Hardship The FPL income threshold under this section is as follows: - If one or more adults and zero dependents are in the household, the FPL Income Threshold is 200%. - If two or more adults and one or more dependents are in the household, the FPL Income Threshold is 250%. - If one adult and one or more dependents are in the household, the FPL Income Threshold is 300%. In some instances, an adult will also qualify as a dependent. When this occurs, IU Health will treat the adult as a dependent for purposes of the FPL calculation. IU Health will utilize the most recent FPL data available and will apply the FPL data to a patient or guarantor's account balance based upon the calendar date a completed Financial Assistance Application was received, not a patient's date of service. An Uninsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Gross Charges if approved. An Underinsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Patient Responsibility if approved. 3. Financial Assistance due to Personal Hardship An Uninsured or Underinsured patient or their guarantor whose household income is above the FPL income threshold may be eligible for Financial Assistance if the patient's outstanding Patient Responsibility exceeds 20% of the patient's or their guarantor's annual household income. - If approved, the patient's balance will be reduced to 20% of the patient or guarantor's annual household income or the Amounts Generally Billed, whichever is less. - IU Health will work with the patient or guarantor to identify a reasonable payment plan on the remainder of the balance. 4. Eligibility Period If approved for financial assistance by IU Health, the patient will be guaranteed financial assistance for treatment related to the underlying condition, for which the patient was originally screened and approved, through the remainder of the calendar year. As a condition of extending the on-going Financial Assistance, the patient must comply with requests from IU Health to verify that the patient continues to meet the conditions for qualification. 5. Appeals and Assistance Granted By the Financial Assistance Committee The Financial Assistance Committee will review and make determinations on all requests for appeals related to Financial Assistance. If a patient or guarantor seeks to appeal a Financial Assistance Determination, a written request must be submitted, along with the supporting documentation. The Financial Assistance Committee will review requests for and may grant additional Financial Assistance, including but not limited to, the following: - Assistance to patients who are seeking treatment that can only be provided in Indiana by IU Health or who would benefit from continued medical services from IU Health for continuity of care; - Care approved by the IU Health Chief Medical Officer (CMO) or the Chief Executive Officer (CEO) or CMO of an IU Health facility or region, including medically necessary non-elective services for which no payment source can be identified; - Care provided when it is known no payment source exists; - International humanitarian aid; and - Other care identified by the Financial Assistance Committee that fulfills the IU Health Mission. All decisions of the Financial Assistance Committee are final. 6. Presumptive Eligibility No Financial Assistance Application is required to receive Financial Assistance under this Presumptive Eligibility section. IU Health will deem patients or their guarantors presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs and care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility: - Medicaid (any state) - Indiana Children's Special Health Care Services - Healthy Indiana Plan - Patients who are awarded Hospital Presumptive Eligibility (HPE) - A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for at least one hundred and twenty (120) days after the account is eligible for an ECA as set forth in this Policy. If the patient or guarantor's individual scoring criteria demonstrates the patient has a low likelihood and/or propensity to pay or no credit, the patient or guarantor may be deemed presumptively eligible for Financial Assistance. Financial Assistance may additionally be granted in the following circumstances: - If the patient or their guarantor is found to have filed a petition for bankruptcy. - If the patient is deceased and found to have no estate. - If the patient is deceased and was under 21 years of age at the time of death. 7. Exhaustion of Alternate Sources of Assistance Patients must exhaust all other state and federal assistance programs prior to receiving Financial Assistance due to Financial or Personal Hardship under this Policy including, but not limited to, Medicaid. Patients who may be eligible for coverage under an applicable health insurance policy must exhaust all insurance benefits. - This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. - IU Health may request patients show proof that such a claim was properly submitted to the appropriate insurance provider before awarding Financial Assistance. Eligible patients who receive medical care from an IU Health facility as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award. In the event Financial Assistance has already been granted in the above circumstances, IU Health reserves the right to reverse the Financial Assistance Determination in an amount equal to the amount IU Health would be entitled to receive had no Financial Assistance been awarded. 8. Patient Assets There are situations where a patient or their guarantor may have significant income or assets available to pay for healthcare services such as a legal settlement. The Financial Assistance Committee may evaluate the income or assets in determining Financial Hardship. IU Health may require a list of all property owned by the patient or guarantor and adjust a Financial Assistance Determination as a result. |
| Schedule H, Part V, Section B, Line 16 Facility , 1 | Facility , 1 - INDIANA UNIVERSITY HEALTH. IU Health takes several other measures to broadly publicize its FAP within the community. These measures include the following: 1. Post this Policy, a Plain Language Summary of this Policy, and the Financial Assistance Application on its website. 2. Provide patients with a Plain Language Summary of this Policy during registration and/or discharge. 3. Post conspicuous displays in appropriate acute care settings such as emergency departments and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 4. Include a conspicuous written notice on all patient post-discharge billing statements notifying the patient about this Policy and the telephone number of the Customer Service Department which can assist patients with questions regarding this Policy. 5. Make available Customer Service representatives via telephone during normal business hours. 6. Mail copies of this Policy, a Plain Language Summary of this Policy, and a Financial Assistance Application to patients or their guarantor free of charge upon request. 7. Broadly communicate this Policy as a part of its general outreach efforts. 8. Educate patient-facing team members on this Policy and the process for referring patients to the program. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 178 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (179 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|
| INDIANA HAND TO SHLDR BELTWAY SRGRY CTR | |||||
| 8501 HARCOURT RD | INDIANAPOLIS | IN | 46260 | AMBULATORY SURGERY | |
| IU HEALTH EAST WASHINGTON SURGERY CENTER | |||||
| 9660 E WASHINGTON ST STE 200 | INDIANAPOLIS | IN | 46229 | AMBULATORY SURGERY | |
| IU HEALTH MERIDIAN SOUTH SURGERY CENTER | |||||
| 8820 S MERIDIAN ST | INDIANAPOLIS | IN | 46217 | AMBULATORY SURGERY | |
| IU HEALTH MULTI-SPECIALITY SURGERY CTR | |||||
| 10601 N MERIDIAN ST SUITE 250 | INDIANAPOLIS | IN | 46290 | AMBULATORY SURGERY | |
| IU HEALTH SPRING MILL SURGERY CENTER | |||||
| 10300 N ILLINOIS ST SUITES 1300 240 | INDIANAPOLIS | IN | 46290 | AMBULATORY SURGERY | 0 |
| IU HEALTH BELTWAY SURGERY CENTER | |||||
| 151 PENNSYLVANIA PKWY | CARMEL | IN | 46280 | AMBULATORY SURGERY | |
| IU HEALTH SPRING MILL SURGERY CENTER | |||||
| 10300 N ILLINOIS ST STE 1300 2400 | CARMEL | IN | 46290 | AMBULATORY SURGERY | |
| IU HEALTH HOME CARE | |||||
| 950 N MERIDIAN ST STE 700 | INDIANAPOLIS | IN | 46204 | HOME HEALTH | |
| IU HEALTH EXPRESSIONS HOME MEDICAL EQUIP | |||||
| 11725 N ILLINOIS ST SUITE 485 | CARMEL | IN | 46032 | HOME HEALTH | |
| IU HEALTH EXPRESSIONS HOME MEDICAL EQUIP | |||||
| 1701 N SENATE BLVD | INDIANAPOLIS | IN | 46202 | HOME HEALTH | |
| IU HEALTH BALL MEM OUTPATIENT SURG CTR | |||||
| 2401 W UNIVERSITY AVE | MUNCIE | IN | 47303 | AMBULATORY SURGERY | |
| IU HEALTH MORGAN | |||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | DIAGNOSTIC & OTHER OUTPATIENT | |
| IU HEALTH EAGLE HIGHLANDS SURGERY CENTER | |||||
| 6850 PARKDALE PL | INDIANAPOLIS | IN | 46254 | AMBULATORY SURGERY | |
| BELTWAY SURGERY CENTER SPRING MILL | |||||
| 200 W 103RD ST STE 2400 | INDIANAPOLIS | IN | 46290 | AMBULATORY SURGERY | |
| SENATE STREET SURGERY CENTER | |||||
| 1801 N SENATE BLVD | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY | |
| IU HEALTH UNIVERSITY RETAIL PHARMACY | |||||
| 550 N UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | PHARMACY | |
| IU HEALTH SAXONY SURGERY CENTER | |||||
| 13100 E 136TH ST | FISHERS | IN | 46037 | AMBULATORY SURGERY | |
| INDIANA ENDOSCOPY CENTERS | |||||
| 10967 ALLISONVILLE RD STE 100 | FISHERS | IN | 46038 | AMBULATORY SURGERY | |
| INDIANA ENDOSCOPY CENTERS | |||||
| 1115 N RONALD REAGAN PKWY STE 347 | AVON | IN | 46123 | AMBULATORY SURGERY | |
| INDIANA ENDOSCOPY CENTERS | |||||
| 1801 N SENATE BLVD STE 710 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY | |
| IU HEALTH CICC - NORTH | |||||
| 10212 LANTERN RD | FISHERS | IN | 46038 | SPECIALTY CARE | |
| IUH BLOOMINGTON HOSPITAL MAIN CAMPUS LAB | |||||
| 601 W 2ND ST 1ST FL | BLOOMINGTON | IN | 47403 | LAB | |
| IU HEALTH BALL MEMORIAL HOSPITAL LAB | |||||
| 2401 UNIVERSITY AVE | MUNCIE | IN | 47303 | LAB | |
| IU HEALTH CICC - EAST | |||||
| 6845 RAMA DR | INDIANAPOLIS | IN | 46219 | SPECIALTY CARE | |
| IU HEALTH METHODIST RETAIL PHARMACY | |||||
| 1801 N SENATE BLVD STE 105 | INDIANAPOLIS | IN | 46202 | PHARMACY | |
| IU HEALTH ARNETT HOSPITAL LAB | |||||
| 5165 MCCARTY LN | LAFAYETTE | IN | 47905 | LAB | |
| IU HEALTH WEST HOSPITAL LAB | |||||
| 1111 RONALD REAGAN PKWY SUITE A1110 | AVON | IN | 46123 | LAB | |
| GLEN LEHMAN ENDOSCOPY SUITE | |||||
| 550 N UNIVERSITY BLVD STE 4100 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY | |
| IU HEALTH NORTH HOSPITAL LAB | |||||
| 11700 N MERIDIAN ST | CARMEL | IN | 46032 | LAB | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 714 N SENATE AVE STE 110 | INDIANAPOLIS | IN | 46202 | SPECIALTY CARE | |
| IU HEALTH HOSPICE | |||||
| 950 N MERIDIAN ST STE 700 | INDIANAPOLIS | IN | 46204 | HOSPICE | |
| IU HEALTH METHODIST MEDICAL PLAZA SOUTH | |||||
| 8830 S MERIDIAN ST | INDIANAPOLIS | IN | 46217 | DIAGNOSTIC & OTHER OUTPATIENT | |
| IU HEALTH SLEEP APNEA EDUCATION CENTER | |||||
| 6004 W KILGORE AVE | MUNCIE | IN | 47304 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 6004 W KILGORE AVE | MUNCIE | IN | 47304 | SPECIALTY CARE | |
| IU HEALTH BALL MEMORIAL HOSPICE | |||||
| 2401 W UNIVERSITY AVE | MUNCIE | IN | 47303 | HOSPICE | |
| IU HEALTH METHODIST MEDICAL PLAZA NORTH | |||||
| 151 PENNSYLVANIA PKWY | INDIANAPOLIS | IN | 46280 | DIAGNOSTIC & OTHER OUTPATIENT | |
| IU HEALTH RILEY RETAIL PHARMACY | |||||
| 705 RILEY HOSPITAL DR ROC 1201 | INDIANAPOLIS | IN | 46202 | PHARMACY | |
| RILEY OUTPATIENT SURGERY CENTER | |||||
| 575 RILEY HOSPITAL DR | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 1504 CLINIC DR | BEDFORD | IN | 47421 | SPECIALTY CARE | |
| IU HEALTH SAXONY HOSPITAL LAB | |||||
| 13000 E 136TH ST | FISHERS | IN | 46037 | LAB | |
| IU HEALTH NORTH RETAIL PHARMACY | |||||
| 11700 N MERIDIAN ST STE B106 | CARMEL | IN | 46032 | PHARMACY | |
| IU HEALTH WHITE MEMORIAL HOSPITAL LAB | |||||
| 720 S 6TH ST | MONTICELLO | IN | 47960 | LAB | |
| IU HEALTH BALL MEMORIAL HOME CARE | |||||
| 2401 W UNIVERSITY AVE | MUNCIE | IN | 47303 | HOME HEALTH | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 1411 W COUNTY LINE RD STE C | GREENWOOD | IN | 46142 | SPECIALTY CARE | |
| IU HEALTH WEST RETAIL PHARMACY | |||||
| 1111 N RONALD REAGAN PKWY M105 | AVON | IN | 46123 | PHARMACY | |
| IU HEALTH PAOLI HOSPITAL LAB | |||||
| 642 W HOSPITAL RD | PAOLI | IN | 47454 | LAB | |
| IU HEALTH BLOOMINGTON HOME CARE | |||||
| 333 E MILLER DR | BLOOMINGTON | IN | 47401 | HOME HEALTH | |
| IU HEALTH ARNETT HOME CARE | |||||
| 3900 MCCARTY LN STE 103 | LAFAYETTE | IN | 47905 | HOME HEALTH | |
| IU HEALTH SAXONY RETAIL PHARMACY | |||||
| 13100 E 136TH ST STE 1000 | FISHERS | IN | 46037 | PHARMACY | |
| IU HEALTH BLACKFORD HOSPITAL LAB | |||||
| 410 PILGRIM BLVD | HARTFORD CITY | IN | 47348 | LAB | |
| IU HEALTH TIPTON HOSPITAL LAB | |||||
| 1000 S MAIN ST | TIPTON | IN | 46072 | LAB | |
| IU HEALTH RADIOLOGY | |||||
| 9650 E WASHINGTON ST | INDIANAPOLIS | IN | 46229 | RADIOLOGY | |
| IU HEALTH LIFECARE | |||||
| 1633 N CAPITAL AVE STE 300 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC & OTHER OUTPATIENT | |
| IU HEALTH PHYSICAL THERAPY & REHAB | |||||
| 6866 W STONEGATE DR SUITE 106 | ZIONSVILLE | IN | 46077 | REHABILITATION SERVICES | |
| IU HEALTH PHYSICAL THERAPY & REHAB | |||||
| 404 E WASHINGTON ST STE B | INDIANAPOLIS | IN | 46204 | REHABILITATION SERVICES | |
| IUH ADDICTION TREATMENT & RECOVERY CNTR | |||||
| 727 W 2ND ST | BLOOMINGTON | IN | 47403 | BEHAVIORAL HEALTH | |
| IUH ADDICTION TREATMENT & RECOVERY CNTR | |||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | BEHAVIORAL HEALTH | |
| IUH ADDICTION TREATMENT & RECOVERY CNTR | |||||
| 1758 W 100 S | PORTLAND | IN | 47371 | BEHAVIORAL HEALTH | |
| IUH ADDICTION TREATMENT & RECOVERY CNTR | |||||
| 210 N TILLOTSON AVE | MUNCIE | IN | 47304 | BEHAVIORAL HEALTH | |
| IU HEALTH OLCOTT CENTER | |||||
| 619 W 1ST ST | BLOOMINGTON | IN | 47403 | DIAGNOSTIC & OTHER OUTPATIENT | |
| IU HEALTH METHODIST MEDICAL PLAZA | |||||
| 6850 PARKDALE PL | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC & OTHER OUTPATIENT | |
| ADULT AMBULATORY CARE CENTER | |||||
| 550 N UNIVERSITY BLVD STE 3500 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC & OTHER OUTPATIENT | |
| METHODIST MEDICAL PLAZA GEORGETOWN | |||||
| 4880 W CENTURY PLAZA RD | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC & OTHER OUTPATIENT | |
| IU HEALTH METHODIST MEDICAL TOWER | |||||
| 1633 N CAPITAL AVE | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC & OTHER OUTPATIENT | |
| IU HEALTH BLOOMINGTON HOSPITAL HOSPICE | |||||
| 619 W 1ST ST | BLOOMINGTON | IN | 47403 | HOSPICE | |
| IU HEALTH BLOOMINGTON HOSPICE HOUSE | |||||
| 2810 S DEBORAH DR | BLOOMINGTON | IN | 47403 | HOSPICE | |
| IU HEALTH ARNETT HOSPICE | |||||
| 3900 MCCARTY LN STE 104 | LAFAYETTE | IN | 47905 | HOSPICE | |
| IU HEALTH ARNETT SOUTHSIDE LAB | |||||
| 1 WALTER SCHOLER DR | LAFAYETTE | IN | 47909 | LAB | |
| IU HEALTH METHODIST MEDICAL TOWER LAB | |||||
| 1633 N CAPITOL AVE | INDIANAPOLIS | IN | 46202 | LAB | |
| IU HEALTH SPRINGMILL MEDICAL CLINIC LAB | |||||
| 10300 N ILLINOIS ST STE 1400 | CARMEL | IN | 46290 | LAB | |
| IUH JOE & SHELLY SCHWARZ CANCER CTR LAB | |||||
| 11700 N MERIDIAN ST | CARMEL | IN | 46032 | LAB | |
| IU HEALTH FRANKFORT LAB | |||||
| 1300 S JACKSON ST | FRANKFORT | IN | 46041 | LAB | |
| IUH METHODIST MED PLAZA BROWNSBURG LAB | |||||
| 1375 N GREEN ST STE 200 | BROWNSBURG | IN | 46112 | LAB | |
| IU HEALTH BALL MEMORIAL PHYSICIANS LAB | |||||
| 1420 S PILGRIM BLVD | YORKTOWN | IN | 47396 | LAB | |
| IUH METHODIST MEDICAL PLAZA NORTH LAB | |||||
| 151 PENNSYLVANIA PKWY | CARMEL | IN | 46280 | LAB | |
| IUH METHODIST PROFESSIONAL CENTER LAB | |||||
| 1801 N SENATE BLVD | INDIANAPOLIS | IN | 46202 | LAB | |
| IU HEALTH MORGAN LAB | |||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | LAB | |
| IU HEALTH ARNETT WESTSIDE LAB | |||||
| 253 SAGAMORE PKWY W | WEST LAFAYETTE | IN | 47906 | LAB | |
| IU HEALTH ARNETT FERRY ST LAB | |||||
| 2600 FERRY ST | LAFAYETTE | IN | 47904 | LAB | |
| IU HEALTH ARNETT GREENBUSH LAB | |||||
| 2600 GREENBUSH ST | LAFAYETTE | IN | 47904 | LAB | |
| IU HEALTH BEDFORD HOSPITAL LAB | |||||
| 2900 W 16TH ST | BEDFORD | IN | 47421 | LAB | |
| IU HEALTH SIP BEDFORD LAB | |||||
| 2900 W 16TH ST | BEDFORD | IN | 47421 | LAB | |
| IU HEALTH PATHOLOGY LAB | |||||
| 350 W 11TH ST | INDIANAPOLIS | IN | 46202 | LAB | |
| IU HEALTH ARNETT CANCER CARE LAB | |||||
| 420 N 26TH ST | LAFAYETTE | IN | 47904 | LAB | |
| IU HEALTH GEORGETOWN MEDICAL PLAZA LAB | |||||
| 4880 CENTURY PLAZA RD STE 125 | INDIANAPOLIS | IN | 46254 | LAB | |
| ARLINGTON DIAGNOSTIC CENTER LAB | |||||
| 4935 W ARLINGTON RD | BLOOMINGTON | IN | 47404 | LAB | |
| IU HEALTH JAY HOSPITAL OUTPATIENT LAB | |||||
| 500 W VOTAW ST | PORTLAND | IN | 47371 | LAB | |
| UNIV HOSP AMBULATORY OUTPATIENT CNTR LAB | |||||
| 550 N UNIVERSITY BLVD RM 1005 | INDIANAPOLIS | IN | 46202 | LAB | |
| IU HEALTH LANDMARK OUTPATIENT LAB | |||||
| 550 LANDMARK AVE | BLOOMINGTON | IN | 47403 | LAB | |
| IU HEALTH BETHEL LAB | |||||
| 5501 W BETHEL AVE SUITE C | MUNCIE | IN | 46304 | LAB | |
| IUH METHODIST MED PLAZA EAGLE HIGHLANDS | |||||
| 6850 PARKDALE PL | INDIANAPOLIS | IN | 46254 | LAB | |
| IU HEALTH MOORESVILLE LAB | |||||
| 820 SAMUEL MOORE PKWY | MOORESVILLE | IN | 46158 | LAB | |
| IUH METHODIST MEDICAL PLAZA SOUTH LAB | |||||
| 8820 S MERIDIAN ST | INDIANAPOLIS | IN | 46217 | LAB | |
| IUH METHODIST MEDICAL PLAZA EAST LAB | |||||
| 9650 E WASHINGTON ST | INDIANAPOLIS | IN | 46229 | LAB | |
| IU HEALTH ADVANCED THERAPIES PHARMACY | |||||
| 355 W 16TH ST STE 1600 GH 1074 | INDIANAPOLIS | IN | 46202 | PHARMACY | |
| CONNECTED CARE-IU HEALTH SAXONY HOSPITAL | |||||
| 13000 E 136TH ST SUITE 3400 | FISHERS | IN | 46037 | PRIMARY CARE | |
| IU HEALTH MORGAN WALK-IN | |||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | PRIMARY CARE | |
| IU HEALTH RADIOLOGY | |||||
| 13000 E 136TH ST | FISHERS | IN | 46037 | RADIOLOGY | |
| IU HEALTH CANCER RADIATION CENTER | |||||
| 9149 STATE RD 37 | BEDFORD | IN | 47421 | RADIOLOGY | |
| IU HEALTH RADIOLOGY | |||||
| 820 SAMUEL MOORE PKWY | MOORESVILLE | IN | 46158 | RADIOLOGY | |
| IU HEALTH RADIOLOGY | |||||
| 362 W 15TH ST | INDIANAPOLIS | IN | 46202 | RADIOLOGY | |
| IU HEALTH MORGAN RADIOLOGY | |||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | RADIOLOGY | |
| IU HEALTH RADIOLOGY | |||||
| 550 N UNIVERSITY BLVD UN 0663 | INDIANAPOLIS | IN | 46202 | RADIOLOGY | |
| IU HEALTH RADIOLOGY | |||||
| 893 S DELAWARE ST DC 2111 | INDIANAPOLIS | IN | 46285 | RADIOLOGY | |
| IU HEALTH RADIOLOGY | |||||
| 404 E WASHINGTON ST STE B | INDIANAPOLIS | IN | 46204 | RADIOLOGY | |
| IU HEALTH RADIOLOGY | |||||
| 1801 N SENATE BLVD RM A 1157A | INDIANAPOLIS | IN | 46202 | RADIOLOGY | |
| IU HEALTH RADIOLOGY | |||||
| 714 N SENATE AVE STE 100 | INDIANAPOLIS | IN | 46202 | RADIOLOGY | |
| IU HEALTH RADIOLOGY | |||||
| 151 PENNSYLVANIA PKWY SUITE 160 | INDIANAPOLIS | IN | 46280 | RADIOLOGY | |
| IU HEALTH RADIOLOGY | |||||
| 2598 W WHITE RIVER BLVD | MUNCIE | IN | 47303 | RADIOLOGY | |
| IU HEALTH RADIOLOGY | |||||
| 1111 N RONALD REAGAN PKWY | AVON | IN | 46123 | RADIOLOGY | |
| IU HEALTH RADIOLOGY | |||||
| 1000 S MAIN ST | TIPTON | IN | 46072 | RADIOLOGY | |
| IU HEALTH RADIOLOGY | |||||
| 1375 N GREEN ST STE 200 | BROWNSBURG | IN | 46112 | RADIOLOGY | |
| IU HEALTH RADIOLOGY | |||||
| 11700 N MERIDIAN ST STE 160 | CARMEL | IN | 46032 | RADIOLOGY | |
| IUH ADULT SPEECH-LANGUAGE PATHOLOGY | |||||
| 550 N UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | REHABILITATION SERVICES | |
| IUH ADULT PHYSICAL THERAPY & REHAB SRVCS | |||||
| 13000 E 136TH ST SUITE 2100 | FISHERS | IN | 46037 | REHABILITATION SERVICES | |
| IUH REHAB & SPORTS MEDICINE CENTER EAST | |||||
| 328 S WOODCREST DR | BLOOMINGTON | IN | 47401 | REHABILITATION SERVICES | |
| IU HEALTH OCCUPATIONAL SERVICES | |||||
| 3443 W 3RD ST | BLOOMINGTON | IN | 47404 | REHABILITATION SERVICES | |
| IUH REHAB & SPORTS MEDICINE CENTER WEST | |||||
| 2650 COTA DR | BLOOMINGTON | IN | 47403 | REHABILITATION SERVICES | |
| IU HEALTH PHYSICAL THERAPY & REHAB | |||||
| 4935 W ARLINGTON RD | BLOOMINGTON | IN | 47404 | REHABILITATION SERVICES | |
| IU HEALTH PHYSICAL THERAPY & REHAB | |||||
| 1801 N SENATE BLVD STE 240 | INDIANAPOLIS | IN | 46202 | REHABILITATION SERVICES | |
| IUH OCCUP THRPY SVCS AT METHODIST HOSP | |||||
| 1801 N SENATE BLVD STE 530 | INDIANAPOLIS | IN | 46202 | REHABILITATION SERVICES | |
| NEUROREHABILITATION AND ROBOTICS | |||||
| 355 W 16TH ST STE 1078 | INDIANAPOLIS | IN | 46202 | REHABILITATION SERVICES | |
| IU HEALTH OCCUPATIONAL SERVICES | |||||
| 2900 W 16TH ST | BEDFORD | IN | 47421 | REHABILITATION SERVICES | |
| IU HEALTH MORGAN REHABILITATION | |||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | REHABILITATION SERVICES | |
| IU HEALTH PHYSICAL THERAPY & REHAB | |||||
| 550 N UNIVERSITY BLVD RM 4175 | INDIANAPOLIS | IN | 46202 | REHABILITATION SERVICES | |
| IUH ADULT PHYSICAL THERAPY & REHAB SVCS | |||||
| 1801 N SENAE BLVD STE 535 | INDIANAPOLIS | IN | 46202 | REHABILITATION SERVICES | |
| IUH PT OCCUPATIONAL THRPY& SPEECH THRPY | |||||
| 1300 S JACKSON ST | FRANKFORT | IN | 46141 | REHABILITATION SERVICES | |
| IU HEALTH PHYSICAL THERAPY & REHAB | |||||
| 2401 W UNIVERSITY AVE | MUNCIE | IN | 47303 | REHABILITATION SERVICES | |
| IU HEALTH PHYSICAL THERAPY & REHAB | |||||
| 1010 S MAIN ST SUITE 110 | TIPTON | IN | 46072 | REHABILITATION SERVICES | |
| IU HEALTH PHYSICAL THERAPY & REHAB | |||||
| 9670 E WASHINGTON ST STE 115 | INDIANAPOLIS | IN | 46229 | REHABILITATION SERVICES | |
| IU HEALTH PHYSICAL THERAPY & REHAB | |||||
| 2476 E 116TH ST G-100 | CARMEL | IN | 46032 | REHABILITATION SERVICES | |
| IU HEALTH PHYSICAL THERAPY & REHAB | |||||
| 410 PILGRIM BLVD | HARTFORD CITY | IN | 47348 | REHABILITATION SERVICES | |
| IUH PEDIATRIC PHYSICAL THERAPY & REHAB | |||||
| 6820 PARKDALE PL STE 109 | INDIANAPOLIS | IN | 46254 | REHABILITATION SERVICES | |
| IU HEALTH PHYSICAL THERAPY & REHAB | |||||
| 14645 HAZEL DELL RD | NOBLESVILLE | IN | 46062 | REHABILITATION SERVICES | |
| IU HEALTH HIP & KNEE CENTER | |||||
| 13000 E 136TH ST SUITE 2000 | FISHERS | IN | 46037 | SPECIALTY CARE | |
| IU HEALTH ADVANCED HEART & LUNG CARE | |||||
| 1801 N SENATE BLVD STE 2000 | INDIANAPOLIS | IN | 46202 | SPECIALTY CARE | |
| IU HEALTH SLEEP APNEA EDUCATION CENTER | |||||
| 601 W 2ND ST RM C1037 | BLOOMINGTON | IN | 47403 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 601 W 2ND ST RM 24-5 | BLOOMINGTON | IN | 47403 | SPECIALTY CARE | |
| IU HEALTH CARDIOVASCULAR SURGERY | |||||
| 707 W 2ND ST | BLOOMINGTON | IN | 47403 | SPECIALTY CARE | |
| IU HEALTH ADVANCED PAIN CENTER | |||||
| 888 AUTO MALL RD | BLOOMINGTON | IN | 47401 | SPECIALTY CARE | |
| IU HEALTH ORTHOPEDICS & SPORTS MEDICINE | |||||
| 2605 E CREEKS EDGE DR | BLOOMINGTON | IN | 47401 | SPECIALTY CARE | |
| IU HEALTH CICC - METHODIST | |||||
| 1701 N SENATE BLVD C6 | INDIANAPOLIS | IN | 46202 | SPECIALTY CARE | |
| IU HEALTH CICC - SOUTH | |||||
| 8820 S MERIDIAN ST SUITE 230 | INDIANAPOLIS | IN | 46217 | SPECIALTY CARE | |
| IUH UNIV HOSP INTRVNTNAL& ADV PAIN THRPY | |||||
| 550 N UNIVERSITY BLVD STE 2007 | INDIANAPOLIS | IN | 46202 | SPECIALTY CARE | |
| IU HEALTH PRECISION GENOMICS PROGRAM | |||||
| 1030 W MICHIGAN ST STE 3307 | INDIANAPOLIS | IN | 46202 | SPECIALTY CARE | |
| IU HEALTH MELVIN & BREN SIMON CANCER CTR | |||||
| 1030 W MICHIGAN ST | INDIANAPOLIS | IN | 46202 | SPECIALTY CARE | |
| IU HEALTH NEUROSCIENCE CENTER | |||||
| 362 W 15TH ST | INDIANAPOLIS | IN | 46202 | SPECIALTY CARE | |
| IU HEALTH SLEEP APNEA EDUCATION CENTER | |||||
| 1411 W COUNTY LINE RD STE C | GREENWOOD | IN | 46142 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 714 N SENATE AVE STE 110 | INDIANAPOLIS | IN | 46202 | SPECIALTY CARE | |
| IU HEALTH SLEEP APNEA EDUCATION CENTER | |||||
| 714 N SENATE AVE STE 110 | INDIANAPOLIS | IN | 46202 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 13100 E 136TH ST STE 3200 | FISHERS | IN | 46037 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 3900 MCCARTY LN STE 101 | LAFAYETTE | IN | 47905 | SPECIALTY CARE | |
| IU HEALTH ARNETT SLEEP APNEA EDUC CTR | |||||
| 3900 MCCARTY LN STE 102 | LAFAYETTE | IN | 46202 | SPECIALTY CARE | |
| MIDWEST EYE INSTITUTE | |||||
| 555 COUNTY LINE RD STE 102-103 | GREENWOOD | IN | 46143 | SPECIALTY CARE | |
| IU HEALTH SLEEP APNEA EDUCATION CENTER | |||||
| 13100 E 136TH ST STE 3200B | FISHERS | IN | 46037 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 720 S 6TH ST | MONTICELLO | IN | 47960 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 1300 S JACKSON ST | FRANKFORT | IN | 46041 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 500 W VOTAW ST | PORTLAND | IN | 47371 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 642 W HOSPITAL RD | TIPTON | IN | 47454 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 1000 S MAIN ST | AVON | IN | 46072 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 1115 N RONALD REAGAN PKWY STE 305 | AVON | IN | 46123 | SPECIALTY CARE | |
| IU HEALTH SLEEP APNEA EDUCATION CENTER | |||||
| 1115 N RONALD REAGAN PKWY STE 317 | CARMEL | IN | 46123 | SPECIALTY CARE | |
| IU HEALTH VOICE CENTER | |||||
| 1185 W CARMEL DR D-1A | CARMEL | IN | 46032 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 11700 N MERIDIAN ST | CARMEL | IN | 46032 | SPECIALTY CARE | |
| IU HEALTH SLEEP APNEA EDUCATION CENTER | |||||
| 11725 N ILLINOIS ST SUITE 485 | CARMEL | IN | 46032 | SPECIALTY CARE | |
| IU HEALTH EXECUTIVE HEALTH | |||||
| 11590 N MERIDIAN ST SUITE 410 | CARMEL | IN | 46032 | SPECIALTY CARE | |
| IU HEALTH SLEEP DISORDERS CENTER | |||||
| 11590 N MERIDIAN ST SUITE 300 | CARMEL | IN | 46032 | SPECIALTY CARE | |
| IU HEALTH URGENT CARE - BLOOMINGTON | |||||
| 326 S WOODCREST DR | BLOOMINGTON | IN | 47401 | URGENT CARE | |
| IU HEALTH URGENT CARE - GREENWOOD | |||||
| 996 S SR 135 SUITE P | GREENWOOD | IN | 46143 | URGENT CARE | |
| IU HEALTH URGENT CARE - AVON | |||||
| 10853 E US HWY 36 | AVON | IN | 46123 | URGENT CARE | |
| IU HEALTH URGENT CARE - BROAD RIPPLE | |||||
| 1036 BROAD RIPPLE AVE | INDIANAPOLIS | IN | 46220 | URGENT CARE | |
| IU HEALTH URGENT CARE - DOWNTOWN INDPLS | |||||
| 222 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | URGENT CARE | |
| IU HEALTH URGENT CARE - BROWNSBURG | |||||
| 90 E GARNER RD STE A | BROWNSBURG | IN | 46112 | URGENT CARE | |
| IU HEALTH URGENT CARE - NOBLESVILLE | |||||
| 14645 HAZEL DELL ROAD SUITE 120 | NOBLESVILLE | IN | 46062 | URGENT CARE | |
| IU HEALTH URGENT CARE - LAFAYETTE | |||||
| 1 WALTER SCHOLER DR | LAFAYETTE | IN | 47909 | URGENT CARE | |
| IU HEALTH URGENT CARE - FORT WAYNE NORTH | |||||
| 9821 LIMA RD STE 103 | FORT WAYNE | IN | 46818 | URGENT CARE | |
| IU HEALTH URGENT CARE - WEST LAFAYETTE | |||||
| 253 SAGAMORE PKWY W | WEST LAFAYETTE | IN | 47906 | URGENT CARE | |
| IU Health Urgent Care Fort Wayne - Hope Drive | |||||
| 7411 Hope Drive Suite A | Fort Wayne | IN | 46815 | Urgent Care | |
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section A LINE 1 - NAME, ADDRESS, AND WEBSITE | IU HEALTH OPERATES SEVERAL HOSPITAL LOCATIONS UNDER A SINGLE HOSPITAL LICENSE ISSUED BY THE INDIANA STATE DEPARTMENT OF HEALTH. THE NAMES, ADDRESSES, AND PRIMARY WEBSITE ADDRESSES FOR EACH OF THESE LOCATIONS ARE AS FOLLOWS: IU HEALTH METHODIST HOSPITAL 1701 N. SENATE BLVD. INDIANAPOLIS, IN 46202 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-METHODIST-HOSPITAL IU HEALTH UNIVERSITY HOSPITAL 550 UNIVERSITY BLVD. INDIANAPOLIS, IN 46202 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-UNIVERSITY-HOSPITAL RILEY HOSPITAL FOR CHILDREN AT IU HEALTH 705 RILEY HOSPITAL DR. INDIANAPOLIS, IN 46202 HTTPS://WWW.RILEYCHILDRENS.ORG/ IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN AT IU HEALTH ARE COLLECTIVELY REFERRED TO AS THE IU HEALTH ACADEMIC HEALTH CENTER. IU HEALTH SAXONY HOSPITAL 13000 E. 136TH ST. FISHERS, IN 46037 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-SAXONY-HOSPITAL |
| Schedule H, Part I, Line 7c TOTAL COMMUNITY BENEFIT EXPENSE | SCHEDULE H, PART I, LINE 7, COLUMN (F), PERCENT OF TOTAL EXPENSE, IS BASED ON COLUMN (E) NET COMMUNITY BENEFIT EXPENSE. THE PERCENT OF TOTAL EXPENSE BASED ON COLUMN (C) TOTAL COMMUNITY BENEFIT EXPENSE, WHICH EXCLUDES DIRECT OFFSETTING REVENUE, IS 33.69%. |
| Schedule H, Part I, Line 7f PERCENT OF TOTAL EXPENSE | THE AMOUNT OF BAD DEBT EXPENSE SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE OF TOTAL EXPENSE ON LINE 7, COLUMN (F) IS $119,748,208. THIS AMOUNT INCLUDES THE BAD DEBT EXPENSE REPORTED ON FORM 990, PART IX, LINE 25, COLUMN (A), AND IU HEALTH'S PORTION OF THE BAD DEBT ATTRIBUTABLE TO THE JOINT VENTURES REPORTED ON SCHEDULE H, PART IV. BAD DEBT EXPENSE IS REPORTED AT COST BASED ON THE COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES. |
| Schedule H, Part II PROMOTION OF HEALTH IN COMMUNITIES SERVED | IU Health Inc. participates in a variety of community-building activities that address the social determinants of health in the communities it serves. IU Health Inc. 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. This includes making contributions to community-building activities by providing investments and resources to local community initiatives. Several examples include IU Health Inc.'s support of the following organizations' efforts that focus on some of the root causes of health issues, such as access to healthcare, lack of education, insufficient access to resources, employment and poverty: - Indianapolis Chamber of Commerce - Crispus Attucks - Health Equity Action Team (HEAT) - Central Indiana Community Foundation - Indiana Clinical and Translational Sciences Institute (CTSI) - Community Health Additionally, through the 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 I, Line 3c Eligibility criteria for free or discounted care | IU Health uses several factors other than federal poverty guidelines ("FPG") in determining eligibility for free care under its FAP. These factors include the following: 1. Eligibility for Financial Assistance due to Financial or Personal Hardship In order to be eligible for Financial Assistance due to Financial or Personal Hardship under this Policy, a patient or guarantor must: - Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; - Be an Indiana Resident as defined in this Policy; and - If Uninsured, consult with a member of IU Health's Individual Solutions department to determine if health care coverage may be obtained from a government insurance or assistance product, the Health Insurance Marketplace, or from any other source of coverage. Financial Assistance due to Financial Hardship is only available for encounters where care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility. 2. Financial Assistance due to Financial Hardship The FPL income threshold under this section is as follows: - If one or more adults and zero dependents are in the household, the FPL Income Threshold is 200%. - If two or more adults and one or more dependents are in the household, the FPL Income Threshold is 250%. - If one adult and one or more dependents are in the household, the FPL Income Threshold is 300%. In some instances, an adult will also qualify as a dependent. When this occurs, IU Health will treat the adult as a dependent for purposes of the FPL calculation. IU Health will utilize the most recent FPL data available and will apply the FPL data to a patient or guarantor's account balance based upon the calendar date a completed Financial Assistance Application was received, not a patient's date of service. An Uninsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Gross Charges if approved. An Underinsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Patient Responsibility if approved. 3. Financial Assistance due to Personal Hardship An Uninsured or Underinsured patient or their guarantor whose household income is above the FPL income threshold may be eligible for Financial Assistance if the patient's outstanding Patient Responsibility exceeds 20% of the patient's or their guarantor's annual household income. - If approved, the patient's balance will be reduced to 20% of the patient or guarantor's annual household income or the Amounts Generally Billed, whichever is less. - IU Health will work with the patient or guarantor to identify a reasonable payment plan on the remainder of the balance. 4. Eligibility Period If approved for financial assistance by IU Health, the patient will be guaranteed financial assistance for treatment related to the underlying condition, for which the patient was originally screened and approved, through the remainder of the calendar year. As a condition of extending the on-going Financial Assistance, the patient must comply with requests from IU Health to verify that the patient continues to meet the conditions for qualification. 5. Appeals and Assistance Granted By the Financial Assistance Committee The Financial Assistance Committee will review and make determinations on all requests for appeals related to Financial Assistance. If a patient or guarantor seeks to appeal a Financial Assistance Determination, a written request must be submitted, along with the supporting documentation. The Financial Assistance Committee will review requests for and may grant additional Financial Assistance, including but not limited to, the following: - Assistance to patients who are seeking treatment that can only be provided in Indiana by IU Health or who would benefit from continued medical services from IU Health for continuity of care; - Care approved by the IU Health Chief Medical Officer (CMO) or the Chief Executive Officer (CEO) or CMO of an IU Health facility or region, including medically necessary non-elective services for which no payment source can be identified; - Care provided when it is known no payment source exists; - International humanitarian aid; and - Other care identified by the Financial Assistance Committee that fulfills the IU Health Mission. All decisions of the Financial Assistance Committee are final. 6. Presumptive Eligibility No Financial Assistance Application is required to receive Financial Assistance under this Presumptive Eligibility section. IU Health will deem patients or their guarantors presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs and care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility: - Medicaid (any state) - Indiana Children's Special Health Care Services - Healthy Indiana Plan - Patients who are awarded Hospital Presumptive Eligibility (HPE) - A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for at least one hundred and twenty (120) days after the account is eligible for an ECA as set forth in this Policy. If the patient or guarantor's individual scoring criteria demonstrates the patient has a low likelihood and/or propensity to pay or no credit, the patient or guarantor may be deemed presumptively eligible for Financial Assistance. Financial Assistance may additionally be granted in the following circumstances: - If the patient or their guarantor is found to have filed a petition for bankruptcy. - If the patient is deceased and found to have no estate. - If the patient is deceased and was under 21 years of age at the time of death. 7. Exhaustion of Alternate Sources of Assistance Patients must exhaust all other state and federal assistance programs prior to receiving Financial Assistance due to Financial or Personal Hardship under this Policy including, but not limited to, Medicaid. Patients who may be eligible for coverage under an applicable health insurance policy must exhaust all insurance benefits. - This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. - IU Health may request patients show proof that such a claim was properly submitted to the appropriate insurance provider before awarding Financial Assistance. Eligible patients who receive medical care from an IU Health facility as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award. In the event Financial Assistance has already been granted in the above circumstances, IU Health reserves the right to reverse the Financial Assistance Determination in an amount equal to the amount IU Health would be entitled to receive had no Financial Assistance been awarded. 8. Patient Assets There are situations where a patient or their guarantor may have significant income or assets available to pay for healthcare services such as a legal settlement. The Financial Assistance Committee may evaluate the income or assets in determining Financial Hardship. IU Health may require a list of all property owned by the patient or guarantor and adjust a Financial Assistance Determination as a result. |
| Schedule H, Part I, Line 7g Subsidized Health Services | IU HEALTH DOES NOT INCLUDE ANY COSTS ASSOCIATED WITH PHYSICIAN CLINICS AS SUBSIDIZED HEALTH SERVICES. |
| Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount | THE AMOUNT REPORTED ON LINE 2 AS BAD DEBT IS REPORTED AT COST, AS CALCULATED USING THE COST TO CHARGE RATIO METHODOLOGY. |
| Schedule H, Part III, Line 3 Bad Debt Expense Methodology | IU Health will deem patients or their guarantors presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs and care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility: 1. Medicaid (any state) 2. Indiana Children's Special Health Care Services 3. Healthy Indiana Plan 4. Patients who are awarded Hospital Presumptive Eligibility (HPE) 5. A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. No Financial Assistance Application is required to receive Financial Assistance under this Presumptive Eligibility section. IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for at least one hundred and twenty (120) days after the account is eligible for an ECA as set forth in this Policy. If the patient or guarantor's individual scoring criteria demonstrates the patient has a low likelihood and/or propensity to pay or no credit, the patient or guarantor may be deemed presumptively eligible for Financial Assistance. Financial Assistance may additionally be granted in the following circumstances: a) If the patient or their guarantor is found to have filed a petition for bankruptcy. b) If the patient is deceased and found to have no estate. c) If the patient is deceased and was under 21 years of age at the time of death. Due to this comprehensive methodology, IU Health does not believe any amount of bad debt is attributable to patients who may be eligible under the financial assistance policy and no portion of bad debt is included as community benefit. |
| Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote | IU HEALTH'S CONSOLIDATED FINANCIAL STATEMENTS, FOOTNOTE 5, ADDRESSES BAD DEBT EXPENSE AS FOLLOWS: The Indiana University Health System does not require collateral or other security from its patients, substantially all of whom are residents of the State, for the delivery of health care services. However, consistent with industry practice, the Indiana University Health System routinely obtains assignment of (or is otherwise entitled to receive) patients' benefits payable under their health insurance programs, plans, or policies (e.g., Medicare, Medicaid, managed care payers, and commercial insurance policies). The Indiana University Health System uses a portfolio approach to account for categories of patient contracts as a collective group, rather than recognizing revenue on an individual contract basis. The portfolios consist of major payer classes for inpatient revenue and outpatient revenue. Based on the historical collection trends and other analysis, the Indiana University Health System believes that revenue recognized by utilizing the portfolio approach approximates the revenue that would have been recognized if an individual contract approach were used. In support of its mission, the Indiana University Health System provides care to uninsured and underinsured patients. The Indiana University Health System provides charity care to patients who lack 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 | THE AMOUNT REPORTED ON SCHEDULE H, PART III, LINE 6 IS CALCULATED, IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, USING "ALLOWABLE COSTS" FROM THE IU HEALTH MEDICARE COST REPORT. "ALLOWABLE COSTS" FOR MEDICARE COST REPORT PURPOSES, HOWEVER, ARE NOT REFLECTIVE OF ALL COSTS ASSOCIATED WITH IU HEALTH'S PARTICIPATION IN MEDICARE PROGRAMS. FOR EXAMPLE, THE MEDICARE COST REPORT EXCLUDES CERTAIN COSTS SUCH AS BILLED PHYSICIAN SERVICES, THE COSTS OF MEDICARE PARTS C AND D, FEE SCHEDULE REIMBURSED SERVICES, AND DURABLE MEDICAL EQUIPMENT SERVICES. INCLUSION OF ALL COSTS ASSOCIATED WITH IU HEALTH'S PARTICIPATION IN MEDICARE PROGRAMS WOULD SIGNIFICANTLY INCREASE THE MEDICARE SHORTFALL REPORTED ON SCHEDULE H, PART III, LINE 7. IU HEALTH'S MEDICARE SHORTFALL IS ATTRIBUTABLE TO REIMBURSEMENTS THAT ARE LESS THAN THE COST OF PROVIDING PATIENT CARE AND SERVICES TO MEDICARE BENEFICIARIES AND DOES NOT INCLUDE ANY AMOUNTS THAT RESULT FROM INEFFICIENCIES OR POOR MANAGEMENT. IU HEALTH ACCEPTS ALL MEDICARE PATIENTS KNOWING THAT THERE MAY BE SHORTFALLS; THEREFORE IT HAS TAKEN THE POSITION THAT ANY SHORTFALL SHOULD BE COUNTED AS PART OF ITS COMMUNITY BENEFIT. ADDITIONALLY, IT IS IMPLIED IN INTERNAL REVENUE SERVICE REVENUE RULING 69-545 THAT TREATING MEDICARE PATIENTS IS A COMMUNITY BENEFIT. REVENUE RULING 69-545, WHICH ESTABLISHED THE COMMUNITY BENEFIT STANDARD FOR NONPROFIT HOSPITALS, STATES THAT IF A HOSPITAL SERVES PATIENTS WITH GOVERNMENTAL HEALTH BENEFITS, INCLUDING MEDICARE, THEN THIS IS AN INDICATION THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY. |
| Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance | IU Health's FAP and written debt collection policy describe the collection practices applicable to patients, including those who may qualify for financial assistance. 1. Financial Assistance Application Financial Assistance Applications must include the following documentation: - All sources of Income for the last three (3) months. - Most recent three (3) months of pay stubs or Supplemental Security Income via Social Security. - Most recent three (3) statements from checking and savings accounts, certificates of deposit, stocks, bonds and money market accounts. - Most recent state and Federal Income Tax forms including Schedules C, D, E, and F. In the event the patient or guarantor's income does not warrant the filing of a federal tax statement, the individual may submit a notarized affidavit attesting to the foregoing. - Most recent W-2 statement. - For patients or members of the Household who are currently unemployed, Wage Inquiry from WorkOne. - If applicable, divorce/dissolution decrees and child custody order. Patients or their guarantors wishing to apply for Financial Assistance due to Financial Hardship are encouraged to submit an Application within ninety (90) days of discharge. Patients or their guarantors may submit an Application up to two-hundred and forty (240) days from the date of their initial post-discharge billing statement from IU Health, however, accounts may be subject to Extraordinary Collection Actions (ECA) as soon as one-hundred and twenty (120) days after receipt of the initial post-discharge billing statement. Patients or their guarantors submitting an incomplete Financial Assistance Application will receive written notification of the Application's deficiency upon discovery by IU Health. The Application will be pended for a period of forty-five (45) days from the date the notification is mailed. IU Health will suspend any ECA until the Application is complete or the expiration of the forty-five (45) day period. Patients with limited English proficiency may request a copy of this Policy, a Financial Assistance Application, and a Plain Language Summary in one of the below languages: - Arabic; - Burmese; - Burmese - Falam; - Burmese - Hakha Chin; - Mandarin/Chinese; or - Spanish The patient, and/or their representative, such as the patient's physician, family members, legal counsel, community or religious groups, social services or hospital personnel may request a Financial Assistance Application be mailed to a patient's primary mailing address free of charge. IU Health maintains the confidentiality of all Financial Assistance Applications and supporting documentation. IU Health will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance Application. 2. Financial Assistance Determinations IU Health will inform patients or guarantors of the results of their Application by providing the patient or guarantor with a Financial Assistance Determination within ninety (90) days of receiving a completed Application and all requested documentation. A patient's Financial Assistance Application and Financial Assistance Determination are specific to each date(s) of service and approved related encounters. If a patient or guarantor is granted less than full charity assistance and the patient or guarantor provides additional information for reconsideration, Revenue Cycle Services may amend a prior Financial Assistance Determination. 3. Extraordinary Collection Actions IU Health may refer delinquent patient accounts to a third-party collection agency after utilizing reasonable efforts to determine a patient's eligibility for assistance under this Policy. Reasonable efforts include the following: - IU Health will notify the patient of this Policy at least thirty (30) days prior to initiating an ECA. - IU Health will not initiate an ECA for at least one-hundred and twenty (120) days after the patient's initial post-discharge billing statement. - IU Health will review all Financial Assistance Applications received up to and including two-hundred and forty (240) days after the patient's initial post-discharge billing statement. IU Health will cease any ECAs it has initiated upon receipt of a Financial Assistance Application until a Financial Assistance Determination is made under this policy. - If an Application is Approved, IU Health will issue a revised statement, issue refunds, and make reasonable efforts to reverse ECAs as necessary. IU Health and its third-party collection agencies may initiate an ECA against a patient or their guarantor in accordance with this Policy and 26 C.F.R. § 1.501(r). ECAs may include the following: - Selling a patient or their guarantor's outstanding financial responsibility to a third party. - Reporting adverse information about the patient or their guarantor to consumer credit reporting agencies or credit bureaus. - Deferring or denying, or requiring a payment before providing, medically necessary care because of a patient or their guarantor's nonpayment of one or more bills for previously provided care covered under this Policy. - Actions requiring a legal or judicial process, including but not limited to placing a lien on a patient's or their guarantor's property, foreclosing on a patient's or their guarantor's real property, attaching or seizing a patient's or their guarantor's bank account or other personal property, commencing a civil action against a patient or their guarantor, causing a patient or guarantor's arrest, causing a patient and/or guarantor to be subject to a writ of body attachment, and garnishing a patient or guarantor's wages When it is necessary to engage in such action, IU Health and its third party collection agencies, will engage in fair, respectful and transparent collections activities. 4. Refunds Patients eligible for Financial Assistance under this Policy who remitted payment to IU Health in excess of their Patient Responsibility will be alerted to the overpayment as promptly after discovery as is reasonable given the nature of the overpayment. Patients with an outstanding account balance due on a separate account will have their refund applied to the outstanding balance. Patients without an outstanding account balance described above will be issued a refund check for their overpayment as soon as technically feasible. |
| Schedule H, Part V, Section B, Line 16a FAP website | - INDIANA UNIVERSITY HEALTH: Line 16a URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE; |
| Schedule H, Part V, Section B, Line 16b FAP Application website | - INDIANA UNIVERSITY HEALTH: Line 16b URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE; |
| Schedule H, Part V, Section B, Line 16c FAP plain language summary website | - INDIANA UNIVERSITY HEALTH: Line 16c URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE; |
| Schedule H, Part VI, Line 2 Needs assessment | COMMUNITIES ARE MULTIFACETED AND SO ARE THEIR HEALTH NEEDS. IU HEALTH 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 ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES BY CONDUCTING A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). FOR THE 2018 CHNA, IU HEALTH CONDUCTED THE COMMUNITY SURVEY DATA COLLECTION IN COLLABORATION WITH INDIANA UNIVERSITY, UNIVERSITY OF EVANSVILLE AND AN INDIANA HOSPITAL COLLABORATIVE, INCLUDING COMMUNITY HEALTH NETWORK, FRANCISCAN ALLIANCE, ST. VINCENT HEALTH AND OTHER HOSPITAL PARTNERS. AFTER COMPLETION OF THE CHNA, IU HEALTH REVIEWED SECONDARY DATA, FINDINGS FROM OTHER COMMUNITY HEALTH ASSESSMENTS OF AREAS SERVED BY THE HOSPITAL, INPUT OBTAINED FROM INDIVIDUALS WHO PARTICIPATED IN COMMUNITY MEETINGS, INPUT OBTAINED FROM KEY STAKEHOLDERS, AND A COMMUNITY SURVEY TO IDENTIFY AND ANALYZE THE NEEDS IDENTIFIED BY EACH SOURCE. THE TOP HEALTH NEEDS OF THE IU HEALTH ARE THOSE THAT ARE SUPPORTED BY MULTIPLE DATA SOURCES. ADDITIONALLY, THE EFFECTIVENESS OF AN INTERVENTION FOR EACH NEED AND IU HEALTH'S ABILITY TO IMPACT POSITIVE CHANGE WAS EVALUATED. IU HEALTH BELIEVES ITS CHNA PROCESS IS COMPREHENSIVE AND ADDITIONAL ASSESSMENTS ARE NOT REQUIRED. |
| Schedule H, Part VI, Line 3 Patient education of eligibility for assistance | IU Health takes several measures to inform its patients of the FAP and FAP-eligibility. These measures include the following: 1. Post this Policy, a Plain Language Summary of this Policy, and the Financial Assistance Application on its website. 2. Provide patients with a Plain Language Summary of this Policy during registration and/or discharge. 3. Post conspicuous displays in appropriate acute care settings such as emergency departments and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 4. Include a conspicuous written notice on all patient post-discharge billing statements notifying the patient about this Policy and the telephone number of the Customer Service Department which can assist patients with questions regarding this Policy. 5. Make available Customer Service representatives via telephone during normal business hours. 6. Mail copies of this Policy, a Plain Language Summary of this Policy, and a Financial Assistance Application to patients or their guarantor free of charge upon request. 7. Broadly communicate this Policy as a part of its general outreach efforts. 8. Educate patient-facing team members on this Policy and the process for referring patients to the program. |
| Schedule H, Part VI, Line 4 Community information | IU HEALTH SERVES A LARGE GEOGRAPHIC AREA IN CENTRAL INDIANA. IN COMPLETING CHNAS FOR ITS IU HEALTH ACADEMIC HEALTH CENTER AND IU HEALTH SAXONY HOSPITAL LOCATIONS, IU HEALTH DEFINED "COMMUNITY" AS THE COUNTY OF RESIDENCE FOR EACH HOSPITAL LOCATION. EACH INDIVIDUAL HOSPITAL LOCATION SERVES A UNIQUE SUBSECTION OF THE COMMUNITY FOR WHICH DETAILS ARE INCLUDED BELOW: IU HEALTH ACADEMIC HEALTH CENTER THE COMMUNITY FOR IU HEALTH ACADEMIC HEALTH CENTER'S PRIMARY SERVICE AREA IS DEFINED AS MARION COUNTY, THE COMMUNITY WHERE IU HEALTH ACADEMIC HEALTH CENTER IS LOCATED. THE SECONDARY SERVICE AREA IS COMPRISED OF ALL OTHER COUNTIES WITHIN THE STATE OF INDIANA. MARION COUNTY INCLUDES ZIP CODES WITHIN THE TOWNS OF BEECH GROVE, INDIANAPOLIS, LAWRENCE, SOUTHPORT, AND SPEEDWAY, PLUS PORTIONS OF PLAINFIELD, WHICH EXTENDS INTO HENDRICKS COUNTY. BASED ON THE CENSUS BUREAU DATA ESTIMATES FOR 2019, the most recent data available, MARION COUNTY'S POPULATION WAS 964,582 AND 51.8% WERE FEMALE. THE COUNTY'S POPULATION ESTIMATES BY RACE ARE 54.1% WHITE NON-HISPANIC, 29.1% BLACK NON-HISPANIC, 10.9% HISPANIC OR LATINO, 3.8% ASIAN, 0.4% AMERICAN INDIAN OR ALASKA NATIVE, AND 3.0% PERSONS REPORTING TWO OR MORE RACES. A VERY SMALL PERCENTAGE OF THE POPULATION IS ETHNIC GROUPS OTHER THAN THOSE LISTED ABOVE. IU HEALTH SAXONY HOSPITAL THE COMMUNITY FOR IU HEALTH SAXONY HOSPITAL'S PRIMARY SERVICE AREA IS DEFINED AS HAMILTON COUNTY, THE COUNTY WHERE IU HEALTH SAXONY HOSPITAL IS LOCATED, PLUS MARION COUNTY. THE SECONDARY SERVICE AREA IS COMPRISED OF NINE CONTIGUOUS COUNTIES CONSISTING OF BOONE, CLINTON, HANCOCK, HENDRICKS, JOHNSON, MADISON, MORGAN, SHELBY AND TIPTON COUNTIES. APPROXIMATELY 51% OF INPATIENT DISCHARGES ORIGINATE FROM THE PRIMARY SERVICE AREA. HAMILTON COUNTY INCLUDES ZIP CODES WITHIN THE TOWNS OF ARCADIA, ATLANTA, CARMEL, CICERO, FISHERS, NOBLESVILLE, SHERIDAN, AND WESTFIELD. BASED ON CENSUS BUREAU ESTIMATES FOR 2019, the most recent data available, HAMILTON COUNTY'S POPULATION WAS 338,011. JUST OVER HALF (51.2%) WERE FEMALE AND 48.8% WERE MALE. THE COUNTY'S POPULATION ESTIMATES BY RACE ARE 82.8% WHITE NON-HISPANIC, 4.5% BLACK, 4.3% HISPANIC OR LATINO, 6.5% ASIAN, 0.2% AMERICAN INDIAN OR ALASKA NATIVE, AND 2.1% TWO OR MORE RACES. A VERY SMALL PERCENTAGE OF THE POPULATION IS ETHNIC GROUPS OTHER THAN THOSE LISTED ABOVE. |
| Schedule H, Part VI, Line 5 Promotion of community health | A MAJORITY OF IU HEALTH'S BOARD OF DIRECTORS IS COMPRISED OF INDEPENDENT COMMUNITY MEMBERS WHO RESIDE IN IU HEALTH'S PRIMARY SERVICE AREAS. IU HEALTH EXTENDS MEDICAL PRIVILEGES TO ALL PHYSICIANS WHO MEET THE CREDENTIALING QUALIFICATIONS NECESSARY FOR APPOINTMENT TO ITS MEDICAL STAFF. IU HEALTH DOES NOT DENY APPOINTMENT ON THE BASIS OF GENDER, RACE, CREED, OR NATIONAL ORIGIN. IU HEALTH, IN CONJUNCTION WITH THE IU SCHOOL OF MEDICINE, TRAINS THE NEXT GENERATION OF PHYSICIANS IN AN EXCEPTIONAL ENVIRONMENT, BLENDING BREAKTHROUGH RESEARCH AND TREATMENTS WITH THE HIGHEST QUALITY OF PATIENT CARE. IU HEALTH'S FIVE YEAR STRATEGY WAS UPDATED DURING 2019. IU HEALTH'S VISION IS TO MAKE INDIANA ONE OF THE HEALTHIEST STATES IN THE NATION BY PROVIDING THE BEST CARE, DESIGNED FOR OUR PATIENTS, AND THE FIVE YEAR STRATEGY WAS DESIGNED TO HELP IU HEALTH REALIZE THIS VISION. THE ELEMENTS OF IU HEALTH'S STRATEGY COMMUNITY HEALTH: AS THE LARGEST HEALTH SYSTEM IN THE STATE, AND IN PARTNERSHIP WITH THE STATE'S LARGEST MEDICAL SCHOOL - INDIANA UNIVERSITY SCHOOL OF MEDICINE - IU HEALTH HAS A SPECIAL OBLIGATION TO BE PART OF THE SOLUTION TO INDIANA'S SERIOUS HEALTH ISSUES. FOR COMMUNITY HEALTH, IU HEALTH'S FOCUS IS ON TACKLING FOUR OF THE MOST PRESSING HEALTH ISSUES IMPACTING INDIANA COMMUNITIES: HIGH RATES OF SMOKING, OBESITY, INFANT AND MATERNAL MORTALITY, AND POOR MENTAL HEALTH. SOME EFFORTS IN THIS AREA INCLUDE: - EXPANDING ACCESS TO BEHAVIORAL HEALTH SERVICES ACROSS THE IU HEALTH SYSTEM - THE CREATION OF A $100M COMMUNITY IMPACT INVESTMENT FUND TO SUPPORT PROJECTS THAT ADDRESS SERIOUS HEALTH ISSUES. POPULATION HEALTH: THIS IS THE CARE IU HEALTH PROVIDES PATIENTS FOR WHOM IU HEALTH HAS ACCEPTED SOME FINANCIAL RISK. FOR THESE PATIENTS, IU HEALTH IS REIMBURSED ON HOW WELL IU HEALTH IMPROVES PATIENT OUTCOMES AND MANAGE THE COST OF THEIR CARE, INSTEAD OF ON HOW MANY SERVICES IU HEALTH PROVIDES. FOR EXAMPLE, IU HEALTH MANAGES MORE THAN 60,000 MEDICARE PATIENTS IN ITS NEXT GENERATION ACCOUNTABLE CARE ORGANIZATION. FOR TWO YEARS NOW, IU HEALTH HAS REDUCED THE COSTS OF CARE FOR THOSE PATIENTS, WHILE ALSO IMPROVING A RANGE OF QUALITY METRICS. THIS HAS RESULTED IN BETTER CARE OUTCOMES, AS WELL AS SAVINGS FOR IU HEALTH AND THE MEDICARE ADVANTAGE PROGRAM. DESTINATION HEALTH: IU HEALTH TAKES CARE OF PATIENTS WITH THE MOST COMPLEX ILLNESSES, AND TAKES ON THE TOUGHEST CASES THAT OTHER SYSTEMS ACROSS THE STATE DO NOT HAVE THE EXPERTISE OR THE RESOURCES TO HANDLE. FOR EXAMPLE, ABOUT 80 PERCENT OF THE CHILDREN WITH CANCER IN INDIANA ARE TREATED AT RILEY. AND MORE THAN 70 PERCENT OF ALL THE TRANSPLANTS DONE IN INDIANA ARE PERFORMED AT IU HEALTH. IMPACT: THIS IS A NEW COMPONENT OF IU HEALTH'S STRATEGY AND REFLECTS EFFORTS TO EXPAND THE IMPACT IU HEALTH HAS ON PATIENTS AND COMMUNITIES ACROSS INDIANA. THIS INCLUDES PROVIDING EXCEPTIONAL CARE TO MORE PEOPLE AT IU HEALTH FACILITIES. IU HEALTH ALSO WANTS TO CREATE PARTNERSHIPS THAT WILL EXTEND IU HEALTH SERVICES TO MORE PEOPLE ACROSS INDIANA. FOR EXAMPLE, A STRONG PARTNERSHIP WAS FORMED WITH UNION HOSPITAL IN TERRE HAUTE, WHICH USES IU HEALTH'S CERNER ELECTRONIC MEDICAL RECORD SYSTEM, INCLUDING CARE GUIDELINES AND ORDER SETS, TO BRING IU HEALTH CALIBER CARE TO UNION HOSPITAL PATIENTS. |
| Schedule H, Part VI, Line 6 Affiliated health care system | IU Health Inc. is part of the IU Health Statewide System ("the system"), which is Indiana's most comprehensive healthcare system. A unique partnership with the Indiana University School of Medicine ("IU School of Medicine"), one of the nation's leading medical schools, gives patients access to innovative treatments and therapies. The system 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 Memorial Hospital - 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Indiana University School of Medicine | |||||||
| 714 N Senate Ave | Indianapolis | IN | 46202 | 356001673 | Gov't Entity | $11,000,000 | Research/Training |
| HealthNet Inc | |||||||
| 3401 Raymond St | Indianapolis | IN | 46203 | 351579827 | 501(c)(3) | $1,504,000 | General Support |
| Indiana University | |||||||
| 400 E 7th St RM 501 | Bloomington | IN | 47405 | 356001673 | Gov't Entity | $1,343,220 | General Support |
| IU Health Foundation Inc | |||||||
| 1633 N CAPITOL AVE 1200 | INDPLS | IN | 46202 | 356043086 | 501(c)(3) | $5,408,500 | Community Impact Investment/Spiritual Values/Community Health |
| FAIR HAVEN FOUNDATION INC | |||||||
| PO BOX 441683 | INDIANAPOLIS | IN | 46244 | 260866646 | 501(c)(3) | $450,000 | General Support |
| Gleaners Food Bank of Indiana Inc | |||||||
| 3737 Waldemere Ave | Indianapolis | IN | 46241 | 351483868 | 501(c)(3) | $200,000 | Community Benefit |
| Habitat for Humanity of Greater Indpls | |||||||
| 3135 N Meridian St | Indianapolis | IN | 46208 | 351715910 | 501(c)(3) | $100,000 | Community Benefit |
| Volunteers of America Ohio & Indiana | |||||||
| 1776 E Broad Street | Columbus | OH | 43203 | 340861121 | 501(c)(3) | $75,000 | Fresh Start Recovery Ctr |
| Central Indiana Community Foundation | |||||||
| 615 N Alabama St STE 119 | INDPLS | IN | 46204 | 351793680 | 501(c)(3) | $51,000 | Community Benefit |
| Center for At-Risk Elders | |||||||
| 120 E Market St STE 1190 | INDPLS | IN | 46204 | 452980122 | 501(c)(3) | $50,600 | General Support |
| United Way of Central Indiana Inc | |||||||
| PO Box 88409 | Indianapolis | IN | 46208 | 351007590 | 501(c)(3) | $50,000 | General Support |
| Social Health Association of Indiana Inc | |||||||
| 615 N Alabama St | Indianapolis | IN | 46204 | 350869056 | 501(c)(3) | $50,000 | Bullying Prevention |
| Raphael Health Center Inc | |||||||
| 401 E 34th St | Indianapolis | IN | 46205 | 351948768 | 501(c)(3) | $50,000 | Community Benefit |
| Indy Hunger Network Inc | |||||||
| 3737 WALDEMERE AVE | Indianapolis | IN | 46241 | 454833492 | 501(c)(3) | $50,000 | General Support |
| Coalition for Homelessness Inter & Prev | |||||||
| 11400 W 42nd St | Indianapolis | IN | 46208 | 311254018 | 501(c)(3) | $50,000 | General Support |
| Indy Public Safety Foundation Inc | |||||||
| 200 E Washington St Ste 241 | Indianapolis | IN | 46204 | 462975046 | 501(C)(3) | $47,500 | Community Benefit |
| Junior Achievement of Central Indiana Inc | |||||||
| 9449 Priority Way | Indianapolis | IN | 46240 | 351003695 | 501(c)(3) | $45,000 | Community Benefit |
| Gennesaret Free Clinic Inc | |||||||
| 615 N Alabama St | Indianapolis | IN | 46204 | 351776518 | 501(c)(3) | $45,000 | Health Access |
| Marion County Public Health Department | |||||||
| 3838 N Rural Street | Indianapolis | IN | 46205 | 000000000 | Gov't Entity | $41,000 | Community Benefit |
| Covering Kids & Families of Indiana Inc | |||||||
| 1100 W 42ND ST STE 317 | INDIANAPOLIS | IN | 46208 | 611520892 | 501(c)(3) | $40,000 | General Support |
| Family Promise of Greater Indianpolis Inc | |||||||
| PO Box 441367 | Indianapolis | IN | 46244 | 351909912 | 501(c)(3) | $35,000 | Community Benefit |
| 500 Festival Inc | |||||||
| 21 Virginia Ave Ste 500 | Indianapolis | IN | 46204 | 351004320 | 501(c)(4) | $32,000 | Community Benefit |
| Community Foundation of Greater Fort Wayne Inc | |||||||
| 555 E WAYNE ST | FORT WAYNE | IN | 46802 | 351119450 | 501(c)(3) | $30,000 | General Support |
| CENTER FOR INTERFAITH COOPERATION INC | |||||||
| 1100 WEST 42ND ST | INDIANAPOLIS | IN | 46208 | 275336996 | 501(c)(3) | $26,000 | General Support |
| YMCA of Greater Indianapolis | |||||||
| 615 N Alabama St | Indianapolis | IN | 46204 | 350868211 | 501(c)(3) | $25,000 | Community Benefit |
| Playworks Education Energized | |||||||
| 380 Washington St | Oakland | CA | 94607 | 943251867 | 501(c)(3) | $15,000 | Community Benefit |
| Flanner House of Indianapolis | |||||||
| 2424 Dr MLK St | Indianapolis | IN | 46208 | 350942628 | 501(c)(3) | $15,000 | General Support |
| Horizon House Inc | |||||||
| 1033 E Wash St | Indianapolis | IN | 46202 | 351759503 | 501(c)(3) | $13,500 | General Support |
| Reach for Youth Inc | |||||||
| 3505 WASHINGTON BLVD | INDIANAPOLIS | IN | 462053718 | 237456842 | 501(c)(3) | $10,000 | General Support |
| Child Advocates Inc | |||||||
| 8200 Haverstick Rd No 240 | INDIANAPOLIS | IN | 46240 | 351788240 | 501(c)(3) | $10,000 | General Support |
| CICOA Aging & In-home Solutions Inc | |||||||
| 8440 Woodfield Crossing Blvd 175 | INDIANAPOLIS | IN | 46240 | 351310387 | 501(c)(3) | $10,000 | General Support |
| THE ARC OF NORTHEAST INDIANA INC | |||||||
| 4919 COLDWATER ROAD | FORT WAYNE | IN | 46825 | 350998711 | 501(c)(3) | $10,000 | General Support |
| Indiana Diaper Bank | |||||||
| 9511 Angola Ct Ste 221 | INDIANAPOLIS | IN | 46268 | 825289150 | 501(c)(3) | $7,500 | General Support |
| HVAF of Indiana | |||||||
| PO Box 441761 | INDIANAPOLIS | IN | 46224 | 351890547 | 501(c)(3) | $5,250 | General Support |
| IU HEALTH BMH FOUNDATION INC | |||||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | 311111784 | 501(C)(3) | $10,000,000 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SEE PART IV | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $428,611 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part III GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS | THE AMOUNT REPORTED ON SCHEDULE I, PART III, LINE 1 REPRESENTS FUNDS PROVIDED BY IU HEALTH TO IU SCHOOL OF MEDICINE TO SUPPORT MANAGEMENT POSITIONS. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | ALTHOUGH IU HEALTH DOES NOT MONITOR THE USE OF GRANT FUNDS ONCE DISTRIBUTED, THROUGH DUE DILIGENCE THE ORGANIZATION HAS REASONABLY CONFIRMED THAT THE ENTITIES TO WHICH THE CONTRIBUTIONS ARE MADE ARE HIGHLY REPUTABLE IN THE COMMUNITY AND USE THE FUNDS FOR THE PURPOSES INTENDED. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENNIS M MURPHY | ||||||||||||||
| DIRECTOR/PRESIDENT & CEO | $1,645,365 | $0 | $1,603,239 | $0 | $34,593 | $0 | $355,872 | $0 | $26,470 | $0 | $3,665,539 | $0 | $0 | $0 |
| LARRY H STEVENS MD | ||||||||||||||
| DIRECTOR | $37,500 | $479,498 | $0 | $4,997 | $0 | $123,375 | $0 | $17,650 | $0 | $1,400 | $37,500 | $626,920 | $0 | $0 |
| RYAN C KITCHELL | ||||||||||||||
| FORMER OFFICER | $27,000 | $0 | $0 | $0 | $2,596,150 | $0 | $8,080 | $0 | $15 | $0 | $2,631,245 | $0 | $1,562,480 | $0 |
| JENNIFER M ALVEY | ||||||||||||||
| TREASURER/SVP & CFO | $769,187 | $0 | $323,570 | $0 | $2,901 | $0 | $135,400 | $0 | $31,369 | $0 | $1,262,427 | $0 | $0 | $0 |
| ERIN R LEWIS | ||||||||||||||
| SECRETARY/SVP & GEN. COUNSEL | $577,968 | $0 | $196,853 | $0 | $2,844 | $0 | $114,170 | $0 | $32,909 | $0 | $924,744 | $0 | $0 | $0 |
| PAUL R HAUT MD | ||||||||||||||
| FORMER KEY EMPLOYEE | $0 | $355,709 | $0 | $52,822 | $0 | $2,322 | $0 | $16,720 | $0 | $143 | $0 | $427,715 | $0 | $0 |
| MICHAEL L HARLOWE | ||||||||||||||
| FORMER KEY EMPLOYEE | $0 | $259,219 | $0 | $42,343 | $0 | $33,961 | $0 | $7,000 | $0 | $28,217 | $0 | $370,740 | $0 | $0 |
| KEVIN R ARMSTRONG | ||||||||||||||
| FORMER KEY EMPLOYEE | $411,505 | $0 | $251,969 | $0 | $28,158 | $0 | $107,651 | $0 | $25,018 | $0 | $824,302 | $0 | $0 | $0 |
| PARVEEN CHAND | ||||||||||||||
| FORMER KEY EMPLOYEE | $426,252 | $0 | $69,364 | $0 | $73,765 | $0 | $18,410 | $0 | $27,583 | $0 | $615,374 | $0 | $0 | $0 |
| ERIC S WILLIAMS MD | ||||||||||||||
| FORMER KEY EMPLOYEE | $0 | $179,775 | $0 | $600 | $0 | $7,688 | $0 | $4,513 | $0 | $13,178 | $0 | $205,753 | $0 | $0 |
| MATTHEW R COOK | ||||||||||||||
| PRESIDENT (RILEY) (PART YEAR) | $624,019 | $0 | $300,294 | $0 | $23,213 | $0 | $18,400 | $0 | $24,500 | $0 | $990,426 | $0 | $0 | $0 |
| JONATHAN E GOTTLIEB MD | ||||||||||||||
| EVP & CME (PART YEAR) | $490,254 | $0 | $490,658 | $0 | $141,336 | $0 | $14,506 | $0 | $10,806 | $0 | $1,147,561 | $0 | $0 | $0 |
| MICHELLE A JANNEY RN | ||||||||||||||
| EVP & COO | $844,903 | $0 | $528,686 | $0 | $202,102 | $0 | $18,400 | $0 | $6,248 | $0 | $1,600,338 | $0 | $0 | $0 |
| RYAN D NAGY MD | ||||||||||||||
| PRESIDENT (AAHC) | $0 | $643,313 | $0 | $346,265 | $0 | $2,274 | $0 | $136,811 | $0 | $273 | $0 | $1,128,936 | $0 | $0 |
| PAUL M CALKINS MD | ||||||||||||||
| INTERIM CHIEF MEDICAL EXECUTIVE (PART YEAR) | $318,097 | $292,517 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $318,097 | $292,517 | $0 | $0 |
| JOHN F FITZGERALD MD | ||||||||||||||
| SVP, POPULATION HEALTH (PART YEAR) | $337,123 | $66,447 | $300,410 | $59,211 | $265,698 | $52,369 | $570,651 | $112,476 | $17,566 | $3,462 | $1,491,448 | $293,965 | $0 | $0 |
| MARK A LANTZY | ||||||||||||||
| SVP & CIO/PRES. (HEALTH PLANS) (PART YEAR) | $27,819 | $0 | $50 | $0 | $803,345 | $0 | $8,846 | $0 | $3,515 | $0 | $843,575 | $0 | $693,362 | $0 |
| RONALD L STIVER | ||||||||||||||
| PRESIDENT (SHS) | $660,608 | $0 | $471,546 | $0 | $22,344 | $0 | $140,803 | $0 | $32,754 | $0 | $1,328,055 | $0 | $0 | $0 |
| BRIAN T SHOCKNEY | ||||||||||||||
| PRESIDENT (SCR) | $555,231 | $0 | $263,743 | $0 | $30,294 | $0 | $112,183 | $0 | $29,309 | $0 | $990,760 | $0 | $0 | $0 |
| ELIZABETH DUNLAP | ||||||||||||||
| SVP, CHIEF HR OFFICER | $598,585 | $0 | $293,708 | $0 | $24,578 | $0 | $124,602 | $0 | $26,778 | $0 | $1,068,252 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part II Compensation Paid for Services Rendered by Paul Calkins | IU Health, Inc. contracted and paid Anesthesia Consultants, Inc. for Paul Calkins' services as the Interim Chief Medical Executive of IU Health, Inc. During 2020, compensation paid by IU Health, Inc. to Anesthesia Consultants, Inc. for his services was $318,097. This amount is reflected on Schedule J, Part II, in column(B)(i), row(i), base compensation paid by IU Health, Inc. Related organization, IU HEALTH NORTH HOSPITAL CONTRACTED AND PAID ANESTHESIA CONSULTANTS, INC. FOR PAUL CALKINS' SERVICES AS THE VP & CHIEF MEDICAL OFFICER OF IU HEALTH NORTH HOSPITAL. DURING 2020, COMPENSATION PAID BY IU HEALTH NORTH HOSPITAL TO ANESTHESIA CONSULTANTS, INC. FOR HIS SERVICES TO IU HEALTH NORTH HOSPITAL WAS $292,517. This amount is reflected on Schedule J, Part II, in column(B)(i), row(ii), base compensation paid by IU HEALTH NORTH HOSPITAL. |
| Schedule J, Part I, Line 1a First-class or charter travel | First-class or charter travel is provided on a limited, exception-only basis to individuals LISTED IN IU HEALTH'S FORM 990, PART VII, SECTION A. THE COST OF SUCH TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION BECAUSE, WHEN PROVIDED, IT IS A BUSINESS EXPENSE OF IU HEALTH RATHER THAN PERSONAL IN NATURE. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | TAX GROSS-UPS WERE PROVIDED TO THREE OFFICERS, FOUR KEY EMPLOYEES, FIVE HIGHEST COMPENSATED EMPLOYEES, ONE FORMER OFFICER, AND ONE FORMER KEY EMPLOYEE LISTED ON IU HEALTH'S FORM 990, PART VII, SECTION A. THE TAX GROSS-UPS WERE TREATED AS TAXABLE COMPENSATION. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | RYAN C. KITCHELL ENTERED INTO A SEVERANCE AGREEMENT WITH IU HEALTH DURING 2019. SEVERANCE OF $2,595,851 THAT WAS RECEIVED DURING 2020 IS INCLUDED IN COLUMN B(III), OTHER REPORTABLE COMPENSATION. DEFERRED SEVERANCE OF $1,562,480 WAS DISCLOSED IN 2019 IN COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. MARK A. LANTZY ENTERED INTO A SEVERANCE AGREEMENT WITH IU HEALTH DURING 2019. SEVERANCE OF $348,611 THAT WAS RECEIVED DURING 2020 IS INCLUDED IN COLUMN B(III), OTHER REPORTABLE COMPENSATION. DEFERRED SEVERANCE OF $348,611 WAS DISCLOSED IN 2019 IN COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. John F. Fitzgerald ENTERED INTO A SEVERANCE AGREEMENT WITH IU HEALTH DURING 2020. SEVERANCE OF $189,215 THAT WAS RECEIVED DURING 2020 IS INCLUDED IN COLUMN B(III), OTHER REPORTABLE COMPENSATION. DEFERRED SEVERANCE OF $667,058 IS INCLUDED IN COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | DENNIS M. MURPHY, MICHELLE A. JANNEY, R.N., JONATHAN E. GOTTLIEB, M.D., RONALD L. STIVER, JENNIFER M. ALVEY, MARK A. LANTZY, KEVIN R. ARMSTRONG, RYAN D. NAGY, M.D., ELIZABETH DUNLAP, JOHN F. FITZGERALD, M.D., ERIN R. LEWIS, AND BRIAN T. SHOCKNEY, PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN THESE CRITICAL EMPLOYEES. THE PLAN PROVIDES FOR AN ADDITIONAL RETIREMENT BENEFIT FOR SERVICE THROUGH NORMAL RETIREMENT OR OTHER KEY DATES. IF THE EXECUTIVE LEAVES PRIOR TO RETIREMENT OR OTHER KEY DATES, THE BENEFIT MAY BE FORFEITED OR REDUCED. EACH OF THE EXECUTIVES LISTED ABOVE, WITH THE EXCEPTION OF JONATHAN E. GOTTLIEB, M.D., JOHN F. FITZGERALD, M.D., MICHELLE A. JANNEY, R.N., AND MARK A. LANTZY HAVE AN AMOUNT INCLUDED IN COLUMN C, DEFERRED COMPENSATION, REPRESENTING THE CURRENT YEAR UNVESTED CONTRIBUTIONS MADE UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THESE AMOUNTS WERE NOT PAID TO THE EXECUTIVES DURING THE YEAR. THE FOLLOWING EXECUTIVES HAVE AN AMOUNT INCLUDED IN COLUMN B (III), OTHER REPORTABLE COMPENSATION, REPRESENTING THE CURRENT YEAR VESTED AMOUNTS RECEIVED UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: - JONATHAN E. GOTTLIEB, M.D. ($111,486) - JOHN F. FITZGERALD, M.D. ($89,093) - MICHELLE A. JANNEY, R.N. ($168,003) - MARK A. LANTZY, ($434,476) |
| 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 COMMITTEE ON Talent Management and Executive Compensation AND BOARD OF DIRECTORS PRIOR TO ANY INCENTIVE PAYOUT. |
| Schedule J, Part II COMPENSATION FROM AN UNRELATED ORGANIZATION OR INDIVIDUAL | NAME - PAUL M. CALKINS, M.D., COMPENSATION FROM UNRELATED ORGANIZATION - 318096.620000, NAME OF UNRELATED ORGANIZATION - ANESTHESIA CONSULTANTS, INC., TYPE OF COMPENSATION - SERVICES AS INTERIM CHIEF MEDICAL EXECUTIVE |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| INDIANA FINANCE AUTHORITY | ||||||||
| A | 351602316 | 45471AEN8 | 2016-05-05 | $107,790,000 | SERIES 2011L AND M BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| B | 351602316 | 45471AFX5 | 2011-12-07 | $221,617,127 | SERIES 2011N BONDS | Yes (true) | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| C | 351602316 | 45471ANR9 | 2014-10-14 | $80,777,895 | SERIES 2014A BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| D | 351602316 | 45471ANY4 | 2015-05-07 | $314,416,912 | SERIES 2015A BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $107,790,000 | $107,790,000 | 2016 | Yes (true) | false | Yes (true) | Yes (true) | ||||
| B | $221,624,068 | $194,747,200 | 2013 | Yes (true) | false | Yes (true) | Yes (true) | $139,425,000 | $60,500,000 | $2,148,553 | $24,728,315 |
| C | $82,344,679 | $81,551,179 | 2014 | false | Yes (true) | Yes (true) | Yes (true) | $25,160,000 | $793,499 | ||
| D | $314,633,314 | $312,510,791 | 2015 | false | Yes (true) | Yes (true) | Yes (true) | $2,122,523 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| C | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| D | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I Page 1, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE | THE SERIES 2011L AND M BONDS WERE ISSUED ON MAY 25, 2011 IN ORDER TO PROVIDE FUNDING FOR THE NEW CONSTRUCTION OF BUILDINGS AND STRUCTURES AND THE PURCHASE OF EQUIPMENT. A 2016 REISSUANCE OF THE INDIANA FINANCE AUTHORITY HOSPITAL REVENUE BONDS, SERIES 2011L AND 2011M OCCURRED ON MAY 5, 2016, AND WAS TREATED AS A CURRENT REFUNDING OF SUCH BONDS. |
| Schedule K, Part I Page 1, LINE B, COLUMN (F) - DESCRIPTION OF PURPOSE | THE SERIES 2011N BONDS WERE ISSUED IN ORDER TO REFUND THE SERIES 2011E BONDS ISSUED ON APRIL 19, 2011, REFUND THE 2011F AND G BONDS ISSUED ON MAY 5, 2011, AND TO PAY OFF A PORTION OF A TAXABLE LINE OF CREDIT, WHICH WAS USED TO PROVIDE FUNDING FOR THE PURCHASE OF EQUIPMENT. ADDITIONALLY, THE SERIES 2011N BONDS WERE USED TO PAY DOWN A TAXABLE LINE OF CREDIT USED TO PURCHASE THE SERIES 2006 BONDS OF INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC., A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION, WHICH WERE ISSUED ON MAY 31, 2006; TO REFINANCE A TAXABLE LINE OF CREDIT USED TO REFUND THE SERIES 2006 BONDS OF INDIANA UNIVERSITY HEALTH WHITE MEMORIAL HOSPITAL, INC., A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION, WHICH WERE ISSUED ON OCTOBER 26, 2006; AND TO REFUND THE SERIES 1998B BONDS OF INDIANA UNIVERSITY HEALTH BLOOMINGTON HOSPITAL, INC., A RELATED 501(C)(3) ORGANIZATION, WHICH WERE ISSUED ON NOVEMBER 17, 1999. |
| Schedule K, Part I Page 1, LINE C, COLUMN (F) - DESCRIPTION OF PURPOSE | THE SERIES 2014A BONDS WERE ISSUED IN ORDER TO ADVANCE REFUND THE SERIES 2006 AND SERIES 2009A BONDS OF INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC., A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION, AND TO PAY CERTAIN EXPENSES RELATED TO THE ISSUANCE. THE SERIES 2006 AND SERIES 2009A BONDS WERE ISSUED ON MAY 31, 2006 AND DECEMBER 8, 2009, RESPECTIVELY. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. |
| Schedule K, Part I Page 1, LINE D, COLUMN (F) - DESCRIPTION OF PURPOSE | THE SERIES 2015A BONDS WERE ISSUED IN ORDER TO ADVANCE REFUND THE SERIES 2006A BONDS AS WELL AS TAXABLE BONDS, SERIES 2011J AND K, AND A TAXABLE BANK LOAN. THE SERIES 2006B BONDS WERE ISSUED ON JANUARY 24, 2006. THE SERIES 2011J AND K BONDS WERE ISSUED ON MAY 5, 2011. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. |
| Schedule K, Part I Page 2, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE | THE SERIES 2016A, B, AND C BONDS WERE ISSUED IN ORDER TO REFUND A PORTION OF THE SERIES 2006B BONDS. THE SERIES 2006B BONDS WERE ISSUED ON SEPTEMBER 14, 2006. |
| Schedule K, Part I Page 2, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE | A MULTIPURPOSE ELECTION WAS MADE WITH RESPECT TO THE 2019ABC BONDS. THE SERIES 2019A AND B BONDS WERE ISSUED ON JULY 2, 2019 IN ORDER TO PROVIDE FUNDING FOR THE NEW CONSTRUCTION OF BUILDINGS AND STRUCTURES. THE SERIES 2019C BONDS WERE ISSUED IN ORDER TO REFUND A PORTION OF THE SERIES 2011A, 2011B, 2011C, 2011D, 2011E, 2011H, and 2011I BONDS. IF CALCULATING LINES III-4, III-5, AND III-6 FOR EACH OF THESE TWO COMPONENTS (ONE BEING 2019A AND B ("2019AB") AND ONE BEING 2019C ("2019C")), THE PERCENTAGES WOULD BE 0% with respect to 2019AB and 0% WITH RESPECT TO 2019C. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS OF $1,482,141. |
| Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE | TOTAL PROCEEDS OF ISSUE DISCLOSED ON PART II, LINE 3 ARE SOMETIMES HIGHER THAN THE ISSUE PRICE DISCLOSED IN PART I DUE TO THE INVESTMENT EARNINGS ON THE BOND PROCEEDS: SCHEDULE K, PAGE 1, COLUMN B, SERIES 2011N BONDS: ISSUE PRICE: $221,617,127 EARNINGS: $6,941 TOTAL PROCEEDS: $221,624,068 SCHEDULE K, PAGE 1, COLUMN C, SERIES 2014A BONDS: ISSUE PRICE: $80,777,895 EARNINGS: $1,566,784 TOTAL PROCEEDS: $82,344,679 SCHEDULE K, PAGE 1, COLUMN D, SERIES 2015A BONDS: ISSUE PRICE: $314,416,912 EARNINGS: $216,402 TOTAL PROCEEDS: $314,633,314 SCHEDULE K, PAGE 4, COLUMN B, SERIES 2019A, B AND C BONDS: ISSUE PRICE: $370,318,185 EARNINGS: $1,482,141 TOTAL PROCEEDS: $371,800,326 |
| Schedule K, Part III LINES 4, 5, AND 6 - P.B.U. PERCENTAGES | IU HEALTH GENERALLY ONLY FINANCES A PORTION OF EACH PROJECT WITH TAX-EXEMPT BONDS. FUNDS OTHER THAN TAX-EXEMPT BONDS ARE SUFFICIENT TO COVER THE AMOUNT OF ANY PRIVATE BUSINESS USE. |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/27/2016 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 03/01/2016 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/11/2016 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| INDIANA FINANCE AUTHORITY | ||||||||
| A | 351602316 | 45471APJ5 | 2016-02-18 | $290,611,029 | SERIES 2016A, B, AND C BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| B | 351602316 | 45470YEX5 | 2019-07-02 | $370,318,185 | SERIES 2019A, B AND C BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $134,920,000 | $290,611,029 | $1,641,061 | $288,969,968 | 2016 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $21,625,000 | $371,800,326 | $1,348,373 | $113,969,813 | Yes (true) | false | Yes (true) | Yes (true) | $256,481,879 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
| B | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILAINE STEVENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF IUH, INC. DIRECTOR, LARRY STEVENS | RelationshipDescriptionTxt |
| Transaction | $48,991 | TransactionAmt |
| Transaction | COMPENSATION FOR SERVICES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 171,180,318 including grants of $ 0)(Revenue $ 272,026,061) PHARMACY |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 108,463,308 including grants of $ 0)(Revenue $ 172,361,208) MEMBER PREMIUM REVENUE |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 32,295,679 including grants of $ 0)(Revenue $ 192,938,773) ALL OTHER PROGRAM SERVICE REVENUE |
| Form 990, Part VI, Line 2 FAMILY OR BUSINESS RELATIONSHIPS | CERTAIN OFFICERS, DIRECTORS OR KEY EMPLOYEES OF INDIANA UNIVERSITY HEALTH, INC. (IU HEALTH) ALSO SERVE ON THE BOARDS OR AS OFFICERS OF RELATED OR UNRELATED FOR-PROFIT ORGANIZATIONS, AS NOTED BELOW. NO ADDITIONAL COMPENSATION WAS PROVIDED TO THESE INDIVIDUALS FOR THEIR SERVICE TO RELATED ORGANIZATIONS. |
| Form 990, Part VI, Line 15 PROCESS FOR DETERMINING COMPENSATION | IU HEALTH USES A THOROUGH PROCESS TO DETERMINE THE COMPENSATION OF ITS PRESIDENT AND CHIEF EXECUTIVE OFFICER, OTHER OFFICERS, AND KEY EMPLOYEES. THE PROCESS INCLUDES THE FOLLOWING: (1) THE BOARD OF DIRECTORS ("BOARD") HAS ESTABLISHED A TALENT MANAGEMENT AND EXECUTIVE COMPENSATION COMMITTEE ("TMECC"), THE PURPOSE OF WHICH INCLUDES REVIEWING AND MAKING RECOMMENDATIONS REGARDING EXECUTIVE PAY AND BENEFITS (COLLECTIVELY REFERRED TO AS "COMPENSATION") ON AN ANNUAL BASIS. THE TMECC IS MADE UP OF MEMBERS OF THE BOARD THAT ARE NEITHER PHYSICIANS NOR EMPLOYEES AND DO NOT OTHERWISE HAVE A CONFLICT OF INTEREST REGARDING ANY OF IU HEALTH'S COMPENSATION ARRANGEMENTS. THE TMECC REVIEWS AN EXECUTIVE'S ENTIRE COMPENSATION PACKAGE INCLUDING BASE SALARY, SHORT-TERM AND LONG-TERM INCENTIVES, HEALTH AND WELFARE BENEFITS, QUALIFIED AND NONQUALIFIED RETIREMENT PLANS, AS WELL AS ANY ADDITIONAL FRINGE BENEFITS. AS DEEMED APPROPRIATE, THE COMMITTEE ON FINANCE, WHICH IS ALSO MADE UP OF MEMBERS OF THE BOARD, MAY ALSO REVIEW EXECUTIVE COMPENSATION AND BENEFITS. (2) THE TMECC ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM ON AN ANNUAL BASIS TO CONDUCT A COMPENSATION ANALYSIS FOR ITS EXECUTIVE GROUP, WHICH CONSISTS OF EMPLOYEES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. THE CURRENT COMPENSATION ADVISOR IS SULLIVANCOTTER. SULLIVANCOTTER PERFORMS ITS ANALYSIS IN THE FORM OF A COMPENSATION SURVEY ("SURVEY") THAT INCLUDES RELEVANT COMPARABILITY DATA FOR COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH GOVERNMENTAL AND TAX EXEMPT) FOR FUNCTIONALLY COMPARABLE POSITIONS AS WELL AS THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA. SULLIVANCOTTER THEN PREPARES A SURVEY REPORT AND PROVIDES RECOMMENDATIONS TO THE TMECC, IF DEEMED APPROPRIATE, ON CHANGES IN EXECUTIVE COMPENSATION. A SEPARATE ANALYSIS USING THE SAME METHODOLOGY IS DONE FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. (3) THE TMECC THEN REVIEWS SULLIVANCOTTER'S REPORT AND RECOMMENDATIONS AND, IF APPROPRIATE, VOTES ON WHETHER TO RECOMMEND ANY CHANGES IN EXECUTIVE COMPENSATION TO THE BOARD. THE TMECC WILL ONLY RECOMMEND CHANGES TO THE BOARD IF THEY ARE CONSISTENT WITH THE BOARD'S PHILOSOPHY ON COMPENSATION MATTERS AND ARE DEEMED REASONABLE BASED UPON THE INDEPENDENT ANALYSIS PROVIDED BY SULLIVANCOTTER. THE TMECC'S REVIEW, DISCUSSION AND VOTE ARE DOCUMENTED IN THE MINUTES FOR THE MEETING. THERE ARE NO EXECUTIVES PRESENT DURING THE FINAL DISCUSSION AND APPROVAL. (4) THE BOARD THEN REVIEWS THE REPORT PREPARED BY SULLIVANCOTTER AS WELL AS THE RECOMMENDATIONS OF THE TMECC AS TO ANY CHANGES IN EXECUTIVE COMPENSATION. AS DEEMED APPROPRIATE, THE COMMITTEE ON FINANCE MAY ALSO PROVIDE ITS REVIEW OF THE TMECC'S RECOMMENDATIONS ON ANY CHANGES IN EXECUTIVE COMPENSATION. THIS REVIEW AND DISCUSSION ARE DOCUMENTED IN THE MINUTES. (5) THE BOARD THEN VOTES ON WHETHER TO ACCEPT THE TMECC'S RECOMMENDATIONS ON ANY CHANGES IN EXECUTIVE COMPENSATION. CHANGES IN EXECUTIVE COMPENSATION ARE MADE IF APPROVED BY THE TMECC AND BOARD ON AN ANNUAL BASIS, OR AS NECESSARY THROUGHOUT THE YEAR. THE DISCUSSION AND APPROVAL ARE DOCUMENTED IN THE MINUTES OF THE MEETING. THERE ARE NO EXECUTIVES PRESENT DURING THE FINAL DISCUSSION AND APPROVAL. IU HEALTH'S GENERAL COUNSEL ALSO PREPARES A FORMAL WRITTEN OPINION REVIEWING THE EXECUTIVE COMPENSATION APPROVAL PROCESS, COMPARING IT TO THE INTERMEDIATE SANCTIONS TEST OF IRC SECTION 4958. IF WARRANTED, IU HEALTH'S GENERAL COUNSEL MAY ALSO PROVIDE COMMENTS REGARDING THE EXECUTIVE COMPENSATION APPROVAL PROCESS AS IT RELATES TO MEETING THE REQUIREMENTS FOR A REBUTTABLE PRESUMPTION OF REASONABLENESS AS PROVIDED IN THE INTERMEDIATE SANCTIONS TEST. (6) AFTER THE END OF EACH YEAR, THE TMECC AND BOARD ALSO REVIEW THE ACHIEVEMENTS OF THE EXECUTIVE GROUP AS IT RELATES TO THE LONG-TERM AND SHORT-TERM SHARED AND INDIVIDUAL GOALS DEVELOPED BY THE EXECUTIVES AND THE BOARD. THESE ACHIEVEMENTS MAY ALSO BE REVIEWED WITH THE COMMITTEE ON FINANCE. THE BOARD, AT ITS DISCRETION, MAY APPROVE BONUS PAYMENTS BASED UPON THE ACHIEVEMENT OF THE GOALS. THE DISCUSSION AND VOTE OF THE TMECC AND BOARD IS DOCUMENTED IN THE MINUTES FOR EACH SUCH MEETING. THE BONUSES ARE NOT PAID UNTIL APPROVAL IS MADE BY THE BOARD. (7) THE TMECC AND AUDIT and compliance COMMITTEE ALSO REVIEW FORM 990 DISCLOSURES RELATED TO EXECUTIVE COMPENSATION AS WELL AS THE ORGANIZATION'S PRACTICES AND APPROVAL PROCESSES PRIOR TO THE FILING OF THE FORM 990 RETURN WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | IUH ASSURANCE SPC, LTD. JENNIFER ALVEY, MICHELLE JANNEY, ERIN LEWIS - Business relationship, IU HEALTH RISK RETENTION GROUP, INC. JENNIFER ALVEY, MICHELLE JANNEY, ERIN LEWIS - Business relationship, CHV CAPITAL, INC. JENNIFER ALVEY, JONATHAN GOTTLIEB, M.D. - Business relationship, AMERICAN UNITED MUTUAL LIFE INSURANCE HOLDING COMPANY. J. SCOTT DAVISON, MICHAEL MCROBBIE - Business relationship |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | IU Health filed Amended and Restated Articles of Incorporation and Bylaws with the Indiana Secretary of State on June 24, 2020, with significant changes as noted below: Amended and Restated Articles of Incorporation: Committee members were added to indemnity and insurance provisions as a covered group. Amended and Restated Bylaws: Committee members who are not board members are now subject to the conflict of interest requirements and obligations. Personnel and Compensation Committee is renamed Talent Management and Executive Compensation Committee. Added, "The CEO of IU Health is not a member of the Committee, as the compensation of the CEO is a subject of the Committee's deliberations and recommendations, but he/she is available to the Committee as a resource." Academic Medical Center Governance Committee is established. This committee, to be known as the "Academic Medical Center Board of Directors," will serve as the governing board of the Corporation's acute care hospital located in the City of Indianapolis, Indiana, (including the hospitals known as Methodist Hospital, Riley Hospital for Children and University Hospital) and other facilities operated under the Corporation's acute care hospital license (the "AMC"). The activities and purposes of this committee shall be consistent with and subject at all times to the Corporation's purposes and the authority of the Corporation's Board of Directors. This committee will function in a manner consistent with these Bylaws and the "Indiana University Health Academic Medical Center Bylaws," as adopted and approved, and as amended from time to time, by the Corporation's Board of Directors. Each member of this committee will be appointed, and all vacancies on this committee shall be filled, as provided in the AMC Bylaws. All governance matters related to the committee shall be as set forth in the AMC Bylaws, including but not limited to the terms of committee members, the number of committee members required to constitute a quorum at a committee meeting, the number of votes required to take action at a meeting at which a quorum is present, procedures for calling a meeting of the committee, the appointment of the committee's chair, etc. No more than twenty percent (20%) of the members of this committee shall be physicians who are providing professional services to the Corporation. It shall not be a requirement that (a) the Board Chair and the President be ex-officio members of this committee or (b) that the chair and a majority of the members of this committee be members of the Board of Directors, provided that at least one (1) member of the Board of Directors shall at all times be a member of this committee. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THERE SHALL BE TWO CLASSES OF MEMBERS OF THE CORPORATION. ONE CLASS, KNOWN AS THE UNIVERSITY CLASS, SHALL CONSIST OF THOSE PERSONS SERVING FROM TIME TO TIME AS THE TRUSTEES OF INDIANA UNIVERSITY. THE OTHER CLASS, KNOWN AS THE METHODIST CLASS, SHALL CONSIST OF THE MEMBERS OF THE METHODIST HEALTH GROUP, INC. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | EXCEPT AS OTHERWISE PROVIDED IN THE ARTICLES OR BYLAWS, EACH CLASS OF MEMBERS SHALL BE ENTITLED TO ONE (1) VOTE UPON EACH QUESTION WHICH PROPERLY COMES BEFORE A MEETING OF THE MEMBERS. UNLESS OTHERWISE SPECIFIED BY LAW OR THE TRUSTEES OF INDIANA UNIVERSITY, THE VOTE OF THE UNIVERSITY CLASS SHALL BE DETERMINED BY A MAJORITY VOTE OF THE CONSTITUENTS OF THE UNIVERSITY CLASS WHO ARE PRESENT AT A MEETING AT WHICH A QUORUM IS PRESENT AND A QUORUM SHALL CONSIST OF A MAJORITY OF THE CONSTITUENTS OF THE UNIVERSITY CLASS. THE VOTE OF THE METHODIST CLASS SHALL BE DETERMINED BY A TWO-THIRDS (2/3) MAJORITY OF THE MEMBERS OF THE METHODIST HEALTH GROUP, INC. OR OTHERWISE AS SET FORTH FROM TIME TO TIME IN THE CONSTITUENT INSTRUMENTS OF THE METHODIST HEALTH GROUP, INC. BOTH MEMBER CLASSES MAY TAKE ACTION WITHOUT A MEETING IF A CONSENT IN WRITING SETTING FORTH THE ACTION SO TAKEN SHALL BE APPROVED BY AT LEAST EIGHTY (80) PERCENT OF THE CONSTITUENTS OF THE RESPECTIVE MEMBER CLASS OR SUCH GREATER PERCENTAGE AS THAT MEMBER CLASS DETERMINES TO BE NECESSARY FOR APPROVAL OF AN ACTION WITHOUT A MEETING. The Corporation shall, as specified in the Articles, have fifteen (15) Directors. WITH REGARD TO THE APPOINTMENT OF THE BOARD OF DIRECTORS OF THE CORPORATION, THE DIRECTORS, EACH OF WHOM SHALL HAVE ONE VOTE, WILL BE SELECTED AS FOLLOWS: (A) EIGHT (8) AT-LARGE DIRECTORS SHALL BE JOINTLY ELECTED BY THE AFFIRMATIVE VOTE OF BOTH MEMBER CLASSES (THE "AT-LARGE DIRECTORS"). (B) TWO (2) DIRECTORS SHALL BE APPOINTED BY THE METHODIST CLASS. (C) THE PRESIDENT OF INDIANA UNIVERSITY, THE DEAN OF INDIANA UNIVERSITY SCHOOL OF MEDICINE (THE "DEAN"), AND THE CHAIR OF THE IU BOARD OF TRUSTEES OR ANOTHER IU TRUSTEE DESIGNATED BY THE CHAIR OF THE BOARD OF TRUSTEES, SHALL EACH BE A STANDING DIRECTOR OF THE UNIVERSITY CLASS, REFERRED TO COLLECTIVELY AS "UNIVERSITY STANDING DIRECTORS". (D) THE BISHOP OF THE INDIANA AREA OF THE UNITED METHODIST CHURCH (THE "BISHOP") SHALL BE AN EX OFFICIO DIRECTOR. IF THE BISHOP DETERMINES THAT HE/SHE IS UNABLE TO SERVE AS DIRECTOR FOR AN UPCOMING YEAR, THE BISHOP MAY NAME A DESIGNEE TO SERVE AS A DIRECTOR BY PROVIDING NOTIFICATION OF SUCH DESIGNEE TO THE CORPORATION AT OR BEFORE THE ANNUAL MEETING OF THE CORPORATION. DIRECTORS NAMED IN (B) AND (D) ABOVE ARE REFERRED TO COLLECTIVELY HAS "METHODIST STANDING DIRECTORS. " (E) THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION (THE "PRESIDENT") SHALL BE AN EX OFFICIO DIRECTOR. NO MORE THAN TWENTY PERCENT (20%) OF THE DIRECTORS SHALL BE PHYSICIANS WHO ARE PROVIDING PROFESSIONAL SERVICES TO THE CORPORATION. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | NOTWITHSTANDING ANY OTHER PROVISIONS OF THE ARTICLES OF INCORPORATION, THE FOLLOWING MATTERS REQUIRE THE APPROVAL OF THE UNIVERSITY CLASS PRIOR TO IMPLEMENTATION: (A) ANY SALE, LEASE, TRANSFER OR OTHER ALIENATION OF THE INDIANA UNIVERSITY HOSPITALS REAL PROPERTY, AS DEFINED IN THE DEFINITIVE AGREEMENT, INCLUDING ANY ASSIGNMENT OF THE UNIVERSITY HOSPITALS LEASE BY AND BETWEEN THE TRUSTEES OF INDIANA UNIVERSITY AND THE CORPORATION, EXCEPT AS OTHERWISE AUTHORIZED BY RESOLUTION OR AGREEMENT OF THE TRUSTEES OF INDIANA UNIVERSITY. (B) ANY PROPOSAL BY THE CORPORATION WHICH CONFLICTS WITH THE FOLLOWING PRINCIPLE: THE CORPORATION WILL CONTINUE TO MAKE ALL PATIENTS AVAILABLE FOR MEDICAL EDUCATION UNLESS OTHERWISE REQUESTED BY THE PATIENT OR HIS/HER FAMILY, AS THE MAJOR CLINICAL TEACHING RESOURCE FOR THE INDIANA UNIVERSITY SCHOOL OF MEDICINE. (C) ANY CHANGE IN THE FORMULA USED TO CALCULATE THE AMOUNT OF SUPPORT PROVIDED TO THE INDIANA UNIVERSITY SCHOOL OF MEDICINE, AS REFERENCED IN THE ARTICLES OF INCORPORATION. (D) ANY PROPOSED ACTION REGARDING THE OPERATION OF INDIANA UNIVERSITY HOSPITALS, INCLUDING THE JAMES WHITCOMB RILEY HOSPITAL FOR CHILDREN, WHICH WOULD CONFLICT WITH OR BE CONTRARY TO THE REQUIREMENTS SET FORTH IN THE TRUSTEES RESOLUTIONS. (E) ANY SALE OR OTHER ALIENATION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR OPERATIONS OF THE CORPORATION, AND ANY MERGER, CONSOLIDATION, CHANGE OF VOTING CONTROL OR OTHER REORGANIZATION OF THE CORPORATION. (F) AMENDMENT, ALTERATION OR REPEAL OF THE ARTICLES OF INCORPORATION (G) ANY DISSOLUTION OF THE CORPORATION, EXCEPT AS OTHERWISE REQUIRED BY LAW. (H) ANY REVISION TO, OR MODIFICATION OR REVOCATION OF THE CORE VALUES. (I) ANY TRANSFER OF THE MEMBERSHIP OF EITHER OF THE MEMBER CLASSES. (J) ANY AMENDMENT TO THE DEFINITIVE AGREEMENT. NOTWITHSTANDING ANY OTHER PROVISIONS OF THE ARTICLES OF INCORPORATION, THE FOLLOWING MATTERS REQUIRE THE APPROVAL OF THE METHODIST CLASS PRIOR TO IMPLEMENTATION: (A) ANY SALE OR OTHER ALIENATION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR OPERATIONS OF THE CORPORATION, AND ANY MERGER, CONSOLIDATION, CHANGE OF VOTING CONTROL, OR OTHER REORGANIZATION OF THE CORPORATION. (B) AMENDMENT, ALTERATION OR REPEAL OF THE ARTICLES OF INCORPORATION. (C) ANY DISSOLUTION OF THE CORPORATION, EXCEPT AS OTHERWISE REQUIRED BY LAW. (D) ANY REVISIONS TO, OR MODIFICATIONS OR REVOCATION OF THE CORE VALUES. (E) ANY TRANSFER OF THE MEMBERSHIP OF EITHER OF THE MEMBER CLASSES. (F) ANY AMENDMENT TO THE DEFINITIVE AGREEMENT. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | A THOROUGH PROCESS WAS USED BY IU HEALTH TO REVIEW THE FORM 990 AND RELATED SCHEDULES PRIOR TO ITS FILING. THE BOARD OF DIRECTORS' COMMITTEE ON VALUES, ETHICS, SOCIAL RESPONSIBILITY, AND PASTORAL SERVICES REVIEWED THE FOLLOWING SECTION OF THE FORM 990: 1. SCHEDULE H - HOSPITALS THE BOARD OF DIRECTORS' COMMITTEE ON Talent Management and Executive Compensation REVIEWED THE FOLLOWING SECTIONS OF THE FORM 990 1. PART VI - GOVERNANCE, MANAGEMENT, AND DISCLOSURE 2. PART VII - COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND INDEPENDENT CONTRACTORS 3. SCHEDULE J - COMPENSATION INFORMATION THE BOARD OF DIRECTORS' AUDIT and compliance COMMITTEE WAS ALSO PROVIDED WITH A COMPLETE COPY OF THE FORM 990 AND RELATED SCHEDULES TO REVIEW. AFTER THE REVIEW FROM THE AFOREMENTIONED COMMITTEES, A COMPLETE COPY OF THE FORM 990 AND RELATED SCHEDULES WAS MADE AVAILABLE TO EACH BOARD MEMBER ON A SECURE INTRANET SITE. EACH MEMBER WAS ALSO INFORMED OF THE AVAILABILITY OF THE TAX DEPARTMENT TO ANSWER ANY QUESTIONS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | ALL IU HEALTH EMPLOYEES, ASSOCIATES, COLLEAGUES AND CONTRACTED PERSONNEL, INCLUDING EMPLOYED PHYSICIANS AND PAID MEDICAL DIRECTORS ("IU HEALTH REPRESENTATIVES") ARE COVERED BY AND SUBJECT TO ITS CONFLICT OF INTEREST POLICY. IU HEALTH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH THE FOLLOWING PROCEDURES: (A) ON AN ANNUAL BASIS, EACH IU HEALTH REPRESENTATIVE AT THE LEVEL OF MANAGER OR ABOVE, TOGETHER WITH EVERY OTHER PERSON DESIGNATED BY THE CORPORATE COMPLIANCE DEPARTMENT ("DEPARTMENT"), MUST COMPLETE, SIGN AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE ("QUESTIONNAIRE") TO THE DEPARTMENT. GOVERNING BOARD MEMBERS, COMMITTEE MEMBERS, CORPORATE OFFICERS, MEDICAL STAFF AND RESEARCHERS MUST COMPLY WITH THE ADMINISTRATIVE REQUIREMENTS NOTED IN THE RESPECTIVE POLICIES AND PROCEDURES RELATIVE TO THOSE AREAS. (B) AN IU HEALTH REPRESENTATIVE MUST SUPPLEMENT A QUESTIONNAIRE IN WRITING, IF AFTER COMPLETION OF THE ORIGINAL QUESTIONNAIRE, A SITUATION ARISES, OR MAY REASONABLY BE EXPECTED TO ARISE, THAT WOULD CHANGE ANY ANSWER OR INFORMATION ON THE ORIGINAL QUESTIONNAIRE IF THE SITUATION HAD EXISTED OR BEEN ANTICIPATED AT THE TIME OF COMPLETION OF THE ORIGINAL QUESTIONNAIRE. (C) IF A FULLY AND PROPERLY COMPLETED QUESTIONNAIRE REVEALS FACTS OR OTHER INFORMATION THAT MIGHT REASONABLY INDICATE A CONFLICT OF INTEREST OR VIOLATION OF THE POLICY, THE IU HEALTH REPRESENTATIVE COMPLETING THE QUESTIONNAIRE MUST SECURE APPROVAL BY HIS/HER SUPERVISOR, EVIDENCED IN WRITING. (D) THE DEPARTMENT WILL REVIEW EACH QUESTIONNAIRE AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, WHETHER AND HOW IT SHOULD OR MAY BE ELIMINATED, AVOIDED OR MANAGED IN ORDER TO COMPLY WITH THE SPIRIT OF THE POLICY AND WITH THE BEST INTERESTS OF IU HEALTH AND ITS PATIENTS. IN MAKING THE DETERMINATION, THE CORPORATE COMPLIANCE DEPARTMENT MAY CONSULT WITH THE IU HEALTH REPRESENTATIVE'S SUPERVISOR AND OTHER APPROPRIATE INDIVIDUALS AND GROUPS. (E) THE SCOPE OF THE POLICY IS NOT LIMITED TO THOSE WHO ARE REQUIRED TO COMPLETE QUESTIONNAIRES. IF AN IU HEALTH REPRESENTATIVE IS INVOLVED IN A SITUATION OR RELATIONSHIP THAT WOULD CONSTITUTE A VIOLATION OF THE POLICY IN THE ABSENCE OF DISCLOSURE AND APPROVAL AS DESCRIBED ABOVE, THEN THE IU HEALTH REPRESENTATIVE MUST DISCLOSE THE MATTER TO HIS/HER SUPERVISOR, SECURE HIS/HER SUPERVISOR'S APPROVAL IN WRITING, AND DISCLOSE THE MATTER TO THE DEPARTMENT. OTHERWISE, THE IU HEALTH REPRESENTATIVE IS IN VIOLATION OF THE POLICY AND SUBJECT TO CORRECTIVE ACTION, UP TO AND INCLUDING TERMINATION. (F) THE CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH ONSITE COMPLIANCE PERSONNEL, MAY FROM TIME TO TIME APPOINT STANDING OR AD HOC COMMITTEES TO ASSIST IN RESOLVING ISSUES THAT ARISE UNDER PROVISIONS OF THE POLICY. |
| Form 990, Part VI, Line 19 Required documents available to the public | IU HEALTH'S ARTICLES OF INCORPORATION ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH THE INDIANA SECRETARY OF STATE'S WEBSITE. IU HEALTH'S CONFLICT OF INTEREST PROCEDURES ARE DISCLOSED ON FORM 990, SCHEDULE O. IU HEALTH'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH ITS BOND FILINGS AND AS AN ATTACHMENT TO THE FORM 990. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | - Total Revenue: XXX-XX-XXXX, Related or Exempt Function Revenue: XXX-XX-XXXX, Unrelated Business Revenue: -6921778, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | - Total Revenue: 49355764, Related or Exempt Function Revenue: , Unrelated Business Revenue: 1105885, Revenue Excluded from Tax Under Sections 512, 513, or 514: 48249879; |
| Form 990, Part IX, Line 11g Other Fees | SHARED SERVICES - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 28603516, Fundraising Expenses: 0; INFORMATION SERVICES - Total Expense: 51808487, Program Service Expense: 5677008, Management and General Expenses: 46131479, Fundraising Expenses: 0; CONTRACT SERVICES - Total Expense: 40529091, Program Service Expense: 22699941, Management and General Expenses: 17792044, Fundraising Expenses: 37106; COLLECTION FEES - Total Expense: 9113167, Program Service Expense: 0, Management and General Expenses: 9113167, Fundraising Expenses: 0; OTHER PROFESSIONAL FEES - Total Expense: 33976033, Program Service Expense: 5800656, Management and General Expenses: 28062201, Fundraising Expenses: 113176; FEES - PHYSICIAN ADMIN - Total Expense: 1167776, Program Service Expense: 0, Management and General Expenses: 1167776, Fundraising Expenses: 0; FEES - REFERENCE LAB - Total Expense: 16630689, Program Service Expense: 16630689, Management and General Expenses: 0, Fundraising Expenses: 0; OTHER FEES - Total Expense: 63425307, Program Service Expense: 40149105, Management and General Expenses: 23053006, Fundraising Expenses: 223196; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | EQUITY TRANSFER (SETTLEMENT OF DEBT/RESERVE): - -XXX-XX-XXXX; INCOME/(LOSS) - RELATED 501(C)(3) ORGANIZATIONS: - 175542; MARK-TO-MARKET ON INTEREST RATE SWAPS: - 30516997; CHANGE IN PENSION OBLIGATION: - XXX-XX-XXXX; Investment in dissolved related organizations - -7573906; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| IU HEALTH MANAGEMENT LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 800141954 | MANAGEMENT | IN | $6,001,814 | $0 | IUH |
| IUH POPULATION HEALTH MANAGEMENT LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 463913461 | HEALTHCARE | IN | $32,098,166 | $40,882,374 | IUH |
| ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351348013 | HEALTHCARE | IN | $0 | $0 | IUH |
| 1402 CAPITOL PARTNERS LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 834187736 | REAL ESTATE | IN | $0 | $0 | IUH |
| 1234 CAPITOL PARTNERS LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 834053020 | REAL ESTATE | IN | $0 | $0 | IUH |
| Cumberland Avenue Associates LLC | |||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351955872 | Real Estate | IN | $0 | $0 | IUH |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INDIANA HEALTH INFO EXCHANGE INC | |||||||||||
| 846 N SENATE AVE | INDIANAPOLIS | IN | 46202 | 364550324 | HEALTHCARE | IN | 501(c)(3) | Type I | NA | false | |
| IU HEALTH BALL MEMORIAL PHYSICIANS INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 351925641 | HEALTHCARE | IN | 501(c)(3) | 10 | IUHBMH | Yes (true) | Suite 300 |
| IU HEALTH ARNETT INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 263162145 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 |
| IU HEALTH BMH FOUNDATION INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 311111784 | FUNDRAISING | IN | 501(c)(3) | Type I | IUHBMH | Yes (true) | Suite 800 |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 350867958 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 |
| IU HEALTH JAY INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 822736786 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 |
| IU HEALTH BEDFORD INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 237042323 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 |
| IU HEALTH BLOOMINGTON INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 351720796 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 |
| IU HEALTH CARE ASSOCIATES INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 351747218 | HEALTHCARE | IN | 501(c)(3) | 10 | IUH | Yes (true) | Suite 300 |
| INDIANA UNIVERSITY HEALTH FOUNDATION INC | |||||||||||
| 1633 N CAPITOL AVE | INDIANAPOLIS | IN | 46202 | 356043086 | FUNDRAISING | IN | 501(c)(3) | Type I | IUH | Yes (true) | SUITE 1200 |
| IU HEALTH FRANKFORT INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 815174295 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 |
| METHODIST HEALTH GROUP INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 350876390 | HEALTHCARE | IN | 501(c)(3) | Type III-FI | NA | false | Suite 800 |
| IU HEALTH MORGAN INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 273533027 | HEALTHCARE | IN | 501(c)(3) | 10 | IUH | Yes (true) | Suite 800 |
| IU HEALTH NORTH HOSPITAL INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 351932442 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 |
| IU HEALTH PAOLI INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 352090919 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 |
| IU HEALTH PLANS NFP INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 463803873 | INSURANCE | IN | 501(c)(4) | IUH | Yes (true) | Suite 800 | |
| IU HEALTH TIPTON HOSPITAL INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 262772226 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 |
| IU HEALTH WEST HOSPITAL INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 351814660 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 273532963 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 |
| IU MEDICAL GROUP FOUNDATION INC | |||||||||||
| 340 W 10TH ST NO FS5100 | INDIANAPOLIS | IN | 46202 | 201093251 | FUNDRAISING | IN | 501(c)(3) | Type I | NA | false | |
| IUHLP LIQUIDATION INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 351125434 | HEALTHCARE | IN | 501(c)(3) | 10 | IUH | Yes (true) | Suite 800 |
| MDWISE MARKETPLACE INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 465270582 | INSURANCE | IN | 501(c)(4) | IUH | Yes (true) | Suite 800 | |
| MDWISE NETWORK INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 472619552 | INSURANCE | IN | 501(c)(4) | IUH | Yes (true) | Suite 800 | |
| METHODIST OCCUP HEALTH CENTERS INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 351844176 | HEALTHCARE | IN | 501(c)(3) | 3 | IUH | Yes (true) | Suite 300 |
| RILEY CHEER GUILD INC | |||||||||||
| 705 RILEY HOSPITAL DR | INDIANAPOLIS | IN | 46202 | 356018517 | FUNDRAISING | IN | 501(c)(3) | Type III-FI | NA | false | |
| UNIVERSITY FAMILY PHYSICIANS INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 237427350 | HEALTHCARE | IN | 501(c)(3) | 10 | IUHCA | Yes (true) | Suite 800 |
| CLARIAN TRANSPLANT INSTITUTE INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 134350599 | HEALTHCARE | IN | 501(c)(3) | 10 | IUH | Yes (true) | Suite 800 |
| IU HEALTH BLACKFORD HOSPITAL INC | |||||||||||
| 950 N MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 010646166 | HEALTHCARE | IN | 501(c)(3) | 3 | IUHBMH | Yes (true) | Suite 300 |
| 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 | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | IUH | Related | $681,664 | $2,703,769 | false | $0 | Yes (true) | 0.51 |
| BSC HOLDINGS LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 452314634 | HEALTHCARE | IN | IUH | Related | $32,871,683 | $46,327,008 | false | $0 | Yes (true) | 0.51 |
| CHV FUND I LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 262523206 | VENTURE CAPITAL | IN | IUH | Excluded | $2,622 | $0 | Yes (true) | $0 | false | 1 |
| 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 | IUH | Excluded | $8,026,918 | $0 | Yes (true) | $0 | false | 1 |
| CHV FUND MANAGEMENT LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 262523151 | VENTURE CAPITAL | 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 | IUH | Related | $0 | $0 | false | $0 | false | 0.51 |
| EWASC HOLDINGS LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 473087761 | HEALTHCARE | IN | IUH | Related | $0 | $0 | false | $0 | Yes (true) | 0.51 |
| HEALTH VENTURE MANAGEMENT LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 205740218 | MANAGEMENT | IN | IUH | Unrelated | $2,972,061 | $7,900,232 | false | $2,219,280 | false | 0.99 |
| IEC HOLDINGS LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 454148032 | HEALTHCARE | IN | IUH | Related | $2,466,847 | $3,209,273 | false | $0 | Yes (true) | 0.51 |
| INDIANA ENDOSCOPY CENTERS LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 208398421 | 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 | |||||||
| 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 | IUH | Related | $2,247,615 | $2,055,212 | false | $0 | Yes (true) | 0.51 |
| SENATE ST SURGERY CENTER LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 421709357 | HEALTHCARE | IN | NA | |||||||
| SSC HOLDINGS LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 464472887 | HEALTHCARE | IN | IUH | Related | $0 | $0 | false | $0 | Yes (true) | 0.51 |
| SSSC HOLDINGS LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 454148167 | HEALTHCARE | IN | IUH | Related | $2,115,832 | $2,779,413 | false | $0 | Yes (true) | 0.51 |
| IU HEALTH FORT WAYNE LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 831224627 | HEALTHCARE | IN | IUH | Related | $22,228,247 | false | $0 | Yes (true) | 0.673 | |
| BALL OUTPATIENT SUR CTR LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | BIRMINGHAM | AL | 35244 | 270275794 | HEALTHCARE | IN | NA | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CERBERUS RESIDENTIAL OPPORT INST LTD | |||||||||||||||||||
| 190 ELGIN AVENUE | GEORGE TOWN | GRAND CAYMAN | CJ | INVESTMENTS | CJ | IUH | C Corporation | $108,975 | $56,236,578 | 0.7550 | Yes (true) | ||||||||
| CHV CAPITAL INC | |||||||||||||||||||
| VENTURE CAPITAL | IUH | C Corporation | $16,180 | $0 | 0 | Yes (true) | 950 N MERIDIAN ST | SUITE 800 | INDIANAPOLIS | IN | 46204 | 260752507 | IN | ||||||
| IU HEALTH 457(B) PLAN | |||||||||||||||||||
| INVESTMENTS | IUH | Trust | $1,225,256 | $53,418,350 | 1 | Yes (true) | 1100 N MARKET ST | WILMINGTON | DE | 19890 | 476948347 | IN | |||||||
| IU HEALTH ACO INC | |||||||||||||||||||
| HEALTHCARE | IUH | C Corporation | $26,527,016 | $36,391,943 | 1 | Yes (true) | 950 N MERIDIAN ST | SUITE 800 | INDIANAPOLIS | IN | 46204 | 454421020 | IN | ||||||
| IU HEALTH BOARD DESIGNATED TRUST | |||||||||||||||||||
| INVESTMENTS | IUH | Trust | $17,629,205 | $417,047,728 | 1 | Yes (true) | 400 HOWARD ST | SAN FRANCISCO | CA | 94105 | 306309021 | IN | |||||||
| IU HEALTH NTGI S&P500 FUND CF | |||||||||||||||||||
| INVESTMENTS | IUH | Trust | $2,809,655 | $0 | 0 | Yes (true) | PO BOX 804358 | CHICAGO | IL | 60680 | 306298263 | IN | |||||||
| IU HEALTH PLANS HOLDING COMPANY INC | |||||||||||||||||||
| INSURANCE | IUH | C Corporation | $62,785,460 | $36,106,217 | 1 | Yes (true) | 950 N MERIDIAN ST | SUITE 800 | INDIANAPOLIS | IN | 46204 | 463794815 | IN | ||||||
| IU HEALTH PLANS INSURANCE COMPANY | |||||||||||||||||||
| INSURANCE | NA | C Corporation | Yes (true) | 950 N MERIDIAN ST | SUITE 800 | INDIANAPOLIS | IN | 46204 | 811097215 | IN | |||||||||
| IU HEALTH PLANS INC | |||||||||||||||||||
| HMO | NA | C Corporation | Yes (true) | 950 N MERIDIAN ST | SUITE 800 | INDIANAPOLIS | IN | 46204 | 262127080 | IN | |||||||||
| IU HEALTH RISK PURCHASING GROUP INC | |||||||||||||||||||
| INSURANCE | IUH | C Corporation | $0 | $10,554 | 1 | Yes (true) | 151 MEETING ST | SUITE 301 | CHARLESTON | SC | 29401 | 260202446 | IN | ||||||
| IU HEALTH RISK RETENTION GROUP INC | |||||||||||||||||||
| INSURANCE | IUH | C Corporation | $210,458 | $65,959,807 | 0.98 | Yes (true) | 151 MEETING ST | SUITE 301 | CHARLESTON | SC | 29401 | 201107674 | SC | ||||||
| IUH ASSURANCE SPC LTD | |||||||||||||||||||
| PO BOX 69 SOLARIS AVE | GRAND CAYMAN | CJ | INSURANCE | CJ | IUH | C Corporation | $21,057,519 | $130,137,328 | 1 | Yes (true) | 980395429 | CAMANA BAY | |||||||
| PROTEUO FUND LP | |||||||||||||||||||
| PO BOX 31106 89 NEXUS WAY | GRAND CAYMAN | CJ | INVESTMENTS | CJ | IUH | C Corporation | $14,060,342 | $246,533,931 | 1 | Yes (true) | 981075227 | CAMANA BAY | |||||||
| BMH MEDICAL PAVILION ASSOCIATION INC | |||||||||||||||||||
| CONDO MANAGEMENT | NA | C Corporation | Yes (true) | 2525 W UNIVERSITY AVE | MUNCIE | IN | 47303 | 351858408 | IN | ||||||||||
| University Surgeons Inc | |||||||||||||||||||
| Physician Services | NA | C Corporation | Yes (true) | 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 202981280 | IN | ||||||||||
| Pediatric Surgical Associates Inc | |||||||||||||||||||
| Physician Services | NA | C Corporation | Yes (true) | 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 352122922 | IN | ||||||||||
| Cardiothoracic Surgeons Inc | |||||||||||||||||||
| Physician Services | NA | C Corporation | Yes (true) | 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351416173 | IN | ||||||||||
| University Vascular Surgery Inc | |||||||||||||||||||
| Physician Services | NA | C Corporation | Yes (true) | 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351832370 | IN | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 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 | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (73 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IU HEALTH FRANKFORT HOSPITAL INC | ||
| A | $192,059 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| A | $657,308 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||
| A | $997,256 | FMV |
| IU HEALTH FOUNDATION INC | ||
| B | $5,408,500 | FMV |
| IU HEALTH FOUNDATION INC | ||
| C | $8,568,873 | FMV |
| IU HEALTH ARNETT INC | ||
| J | $455,649 | FMV |
| BELTWAY SURGERY CENTERS LLC | ||
| J | $676,347 | FMV |
| IU HEALTH PLANS INC | ||
| J | $129,215 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| J | $6,347,706 | FMV |
| IU HEALTH PLANS NFP INC | ||
| J | $216,363 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| J | $2,022,553 | FMV |
| ROC SURGERY LLC | ||
| J | $598,392 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| J | $207,425 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| J | $569,260 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| K | $301,309 | FMV |
| IU HEALTH FORT WAYNE LLC | ||
| K | $67,904 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| K | $69,168 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| K | $716,259 | FMV |
| IU HEALTH ACO INC | ||
| L | $320,906 | FMV |
| IU HEALTH ARNETT INC | ||
| L | $77,610,452 | FMV |
| IU HEALTH BEDFORD INC | ||
| L | $12,349,884 | FMV |
| IU HEALTH BLACKFORD INC | ||
| L | $3,847,968 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| L | $66,179,264 | FMV |
| IU HEALTH BALL MEMORIAL PHYSICIANS INC | ||
| L | $13,942,382 | FMV |
| BALL OUTPATIENT SURGERY CENTER LLC | ||
| L | $798,190 | FMV |
| BELTWAY SURGERY CENTER LLC | ||
| L | $5,305,089 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| L | $70,851,997 | FMV |
| EAGLE HIGHLANDS SURGERY CENTER LLC | ||
| L | $1,317,878 | FMV |
| IU HEALTH EAST WASH SURG CTR LLC | ||
| L | $420,116 | FMV |
| IU HEALTH FRANKFORT HOSPITAL INC | ||
| L | $5,791,530 | FMV |
| IU HEALTH FORT WAYNE LLC | ||
| L | $1,114,617 | FMV |
| INDIANA UNIVERSITY HEALTH PLANS INC | ||
| L | $1,083,894 | FMV |
| HEALTH VENTURE MANAGEMENT LLC | ||
| L | $94,053 | FMV |
| INDIANA ENDOSCOPY CENTERS LLC | ||
| L | $680,272 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| L | $151,798,028 | FMV |
| IU HEALTH JAY INC | ||
| L | $8,255,620 | FMV |
| METHODIST OCCUPATIONAL HEALTH CENTERS INC | ||
| L | $409,548 | FMV |
| IU HEALTH PLANS NFP INC | ||
| L | $1,722,547 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| L | $36,881,165 | FMV |
| IU HEALTH PAOLI INC | ||
| L | $5,938,623 | FMV |
| ROC SURGERY LLC | ||
| L | $1,114,433 | FMV |
| IU HEALTH RISK RETENTION GROUP INC | ||
| L | $2,370,444 | FMV |
| IU HEALTH SAXONY SURGERY CENTER LLC | ||
| L | $828,699 | FMV |
| SENATE STREET SURGERY CENTER LLC | ||
| L | $728,120 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| L | $7,295,960 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| L | $38,141,392 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||
| L | $5,927,131 | FMV |
| IU HEALTH ARNETT INC | ||
| M | $191,030 | FMV |
| IU HEALTH BALL MEMORIAL PHYSICIANS | ||
| M | $76,850 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| M | $2,340,397 | FMV |
| HEALTH VENTURE MANAGEMENT LLC | ||
| M | $4,395,327 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| M | $152,906,908 | FMV |
| METHODIST OCCUPATIONAL HEALTH CENTERS INC | ||
| M | $2,040,893 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| M | $366,932 | FMV |
| IU HEALTH ARNETT INC | ||
| O | $266,496 | FMV |
| IU HEALTH BEDFORD INC | ||
| O | $62,822 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| O | $354,900 | FMV |
| IU HEALTH BALL MEMORIAL PHYSICIANS | ||
| O | $150,109 | FMV |
| BALL OUTPATIENT SURGERY CENTER LLC | ||
| O | $68,824 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| O | $1,177,966 | FMV |
| IUH ASSURANCE SPC LTD | ||
| O | $550,000 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| O | $135,689 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| O | $6,028,761 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| O | $1,417,943 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||
| O | $106,912 | FMV |
| IUH ASSURANCE SPC LTD | ||
| R | $4,438,413 | FMV |
| IU HEALTH RISK RETENTION GROUP INC | ||
| R | $7,880,983 | FMV |
| BOSC HOLDINGS LLC | ||
| S | $1,199,520 | FMV |
| BSC HOLDINGS LLC | ||
| S | $31,475,582 | FMV |
| IEC HOLDINGS LLC | ||
| S | $2,958,638 | FMV |
| ROCS HOLDINGS LLC | ||
| S | $2,463,300 | FMV |
| SSSC HOLDINGS LLC | ||
| S | $2,771,442 | FMV |
| IU HEALTH BMH FOUNDATION INC | ||
| B | $10,000,000 | FMV |