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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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T15:30:57-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIR STE 4000AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351955872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Indiana University Health IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone3179634842PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN STREET 300AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJennifer M AlveyPersonNm
Person TitleTreasurer/SVP & CFOPersonTitleTxt
Signature2021-11-11SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJennifer MPersonFirstNm
Person LastAlveyPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER D RhoderickPreparerPersonNm
PTINP00395735PTIN
Phone3176817000PhoneNum
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1DENNIS M MURPHYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN STREET 300AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,436,474,675GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://IUHEALTH.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or Missionlead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee21542TotalEmployeeCnt
Total Volunteers1524TotalVolunteersCnt
Total Gross UBI$44,535,392TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$322,267NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$20,606,319PYContributionsGrantsAmt
CY Contributions Grants$16,895,945CYContributionsGrantsAmt
PY Program Service Revenue$3,914,132,333PYProgramServiceRevenueAmt
CY Program Service Revenue$4,169,899,046CYProgramServiceRevenueAmt
PY Investment Income$174,679,910PYInvestmentIncomeAmt
CY Investment Income$609,261,101CYInvestmentIncomeAmt
PY Other Revenue$55,316,150PYOtherRevenueAmt
CY Other Revenue$59,144,893CYOtherRevenueAmt
PY Total Revenue$4,164,734,712PYTotalRevenueAmt
CY Total Revenue$4,855,200,985CYTotalRevenueAmt
PY Grants And Similar Paid$159,582,650PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$31,354,681CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,342,602,210PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,386,705,109CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,801,607CYTotalFundraisingExpenseAmt
PY Other Expenses$2,095,859,334PYOtherExpensesAmt
CY Other Expenses$2,368,456,210CYOtherExpensesAmt
PY Total Expenses$3,598,044,194PYTotalExpensesAmt
CY Total Expenses$3,786,516,000CYTotalExpensesAmt
PY Revenues Less Expenses$566,690,518PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,068,684,985CYRevenuesLessExpensesAmt
Total Assets BOY$9,596,487,824TotalAssetsBOYAmt
Total Assets EOY$9,886,779,945TotalAssetsEOYAmt
Total Liabilities BOY$4,264,793,540TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,567,439,747TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,331,694,284NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,319,340,198NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Missionlead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,573,104,327ExpenseAmt
Grant$31,354,681GrantAmt
Revenue$2,358,234,436RevenueAmt
DescINDIANA 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

FieldValueIRS element (for citing)
Expense$379,879,436ExpenseAmt
Grant$0GrantAmt
Revenue$603,673,997RevenueAmt
DescThe 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

FieldValueIRS element (for citing)
Expense$360,217,473ExpenseAmt
Grant$0GrantAmt
Revenue$572,428,780RevenueAmt
DescAS 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)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$171,180,318$0$272,026,061PHARMACY
$108,463,308$0$172,361,208MEMBER PREMIUM REVENUE
$32,295,679$0$192,938,773ALL OTHER PROGRAM SERVICE REVENUE
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$311,939,305TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$637,326,042TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,625,140,541TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document3374IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee21542EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CRAIG J JONESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3179634842PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN STREET SUITE 300AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BISHOP JULIUS C TRIMBLE
DIRECTOR/VICE-CHAIR6.01.0Yes (X)Yes (X)$35,000$0$0
DENNIS M MURPHY
DIRECTOR/PRESIDENT & CEO60.01.0Yes (X)Yes (X)$3,283,197$0$382,342
J SCOTT DAVISON
BOARD CHAIR / DIRECTOR6.00Yes (X)Yes (X)$0$0$0
MICHAEL A MCROBBIE
DIRECTOR/VICE-CHAIR6.00Yes (X)Yes (X)$37,500$0$0
ANNE NOBLES
DIRECTOR6.01.0Yes (X)$37,500$0$0
HARRY L GONSO
DIRECTOR (PART YEAR)6.00Yes (X)$8,750$0$0
HON SARAH EVANS BARKER
DIRECTOR6.01.0Yes (X)$0$0$0
JAMES A DAVLIN V
DIRECTOR6.00Yes (X)$35,000$0$0
JAY L HESS MD
DIRECTOR6.06.0Yes (X)$37,500$5,000$0
KYLE L GRAZIER
DIRECTOR6.00Yes (X)$37,500$0$0
LARRY H STEVENS MD
DIRECTOR6.049.0Yes (X)$37,500$607,870$19,050
MAUREEN BISOGNANO
DIRECTOR6.00Yes (X)$37,500$0$0
MICHAEL J MIRRO MD
DIRECTOR (PART YEAR)6.00Yes (X)$26,250$0$0
ROBERT A PALMER
DIRECTOR6.00Yes (X)$37,500$0$0
THOMAS V EASTERDAY
DIRECTOR6.00Yes (X)$37,500$0$0
ERIN R LEWIS
SECRETARY/SVP & GEN. COUNSEL51.04.0Yes (X)$777,666$0$147,078
JENNIFER M ALVEY
TREASURER/SVP & CFO51.04.0Yes (X)$1,095,659$0$166,769
JONATHAN E GOTTLIEB MD
EVP & CME (PART YEAR)54.01.0$1,122,248$0$25,312Yes (X)
MATTHEW R COOK
PRESIDENT (RILEY) (PART YEAR)51.04.0$947,526$0$42,900Yes (X)
MICHELLE A JANNEY RN
EVP & COO51.02.0$1,575,690$0$24,648Yes (X)
PAUL M CALKINS MD
INTERIM CHIEF MEDICAL EXECUTIVE (PART YEAR)25.025.0$318,097$292,517$0Yes (X)
RYAN D NAGY MD
PRESIDENT (AAHC)25.030.0$0$991,852$137,084Yes (X)
BRIAN T SHOCKNEY
PRESIDENT (SCR)0.055.0$849,268$0$141,492Yes (X)
ELIZABETH DUNLAP
SVP, CHIEF HR OFFICER55.00$916,871$0$151,380Yes (X)
JOHN F FITZGERALD MD
SVP, POPULATION HEALTH (PART YEAR)52.03.0$903,231$178,027$704,155Yes (X)
MARK A LANTZY
SVP & CIO/PRES. (HEALTH PLANS) (PART YEAR)55.00.0$831,214$0$12,361Yes (X)
RONALD L STIVER
PRESIDENT (SHS)51.04.0$1,154,498$0$173,557Yes (X)
ERIC S WILLIAMS MD
FORMER KEY EMPLOYEE0.040.0$0$188,063$17,690Yes (X)
KEVIN R ARMSTRONG
FORMER KEY EMPLOYEE55.00.0$691,633$0$132,669Yes (X)
MICHAEL L HARLOWE
FORMER KEY EMPLOYEE0.055.0$0$335,523$35,217Yes (X)
PARVEEN CHAND
FORMER KEY EMPLOYEE55.00$569,381$0$45,993Yes (X)
PAUL R HAUT MD
FORMER KEY EMPLOYEE0.055.0$0$410,853$16,863Yes (X)
RYAN C KITCHELL
FORMER OFFICER0.00.0$2,623,150$0$8,095Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$18,064,330TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,009,705TotReportableCompRltdOrgAmt
Total Other Compensation$2,384,655TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1722IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MESSER CONSTRUCTION CO
2445 N MERIDIAN STIndianapolisIN46208Construction$57,968,916
PRICEWATERHOUSECOOPERS LLP
300 MADISON AVENUENew YorkNY10017Professional Services$46,970,618
PHILIPS HEALTHCARE
3000 Minuteman Road MS 0400AndoverMA01810Medical Consulting$31,885,076
CERNER CORP
2800 ROCKCREEK PKWYKansas CityMO64117Health IT Solutions$29,480,387
TRIMEDX LLC
5451 LAKEVIEW PKWY S DRINDIANAPOLISIN46268CLINICAL ENGINEERING$26,406,592
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K285CntrctRcvdGreaterThan100KCnt
Related Organizations$8,568,873RelatedOrganizationsAmt
Government Grants$7,590,180GovernmentGrantsAmt
All Other Contributions$736,892AllOtherContributionsAmt
Total Contributions$16,895,945TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PATIENT SERVICE REVENUE622110$2,358,234,436$2,358,234,436
REFERENCE LABORATORY621500$603,673,997$594,042,731$9,631,266
MEMBER PREMIUM REVENUE541900$172,361,208$172,361,208
SHARED SERVICES900099$572,428,780$560,799,398$11,629,382
PHARMACY446110$272,026,061$244,444,296$27,581,765

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$191,174,564TotalRevenueColumnAmt
Related Or Exempt Func Income$198,096,342RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$6,921,778UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,169,899,046TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$108,166,745TotalRevenueColumnAmt
Related Or Exempt Func Income$1,764,209RelatedOrExemptFuncIncomeAmt
Exclusion$106,402,536ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$13,647,542RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$11,778,022RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,869,520RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,869,520TotalRevenueColumnAmt
Unrelated Business Revenue$318,534UnrelatedBusinessRevenueAmt
Exclusion$1,550,986ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,061,798,318SecuritiesAmt
Other$8,791,706OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,560,634,605SecuritiesAmt
Other$8,861,063OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$501,163,713SecuritiesAmt
Other-$69,357OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$501,094,356TotalRevenueColumnAmt
Unrelated Business Revenue$1,190,338UnrelatedBusinessRevenueAmt
Exclusion$499,904,018ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFETERIA/FOOD SERVICE721110$4,512,153$4,512,153
PARKING812930$2,080,026$2,080,026
Education900099$1,327,430$1,327,430

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,355,764TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,105,885UnrelatedBusinessRevenueAmt
Exclusion$48,249,879ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$57,275,373OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,855,200,985TotalRevenueColumnAmt
Related Or Exempt Func Income$4,129,742,620RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$44,535,392UnrelatedBusinessRevenueAmt
Exclusion$664,027,028ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$30,926,070TotalAmt
Program Services$30,926,070ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$428,611TotalAmt
Program Services$428,611ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,996,035TotalAmt
Program Services$6,516,479ProgramServicesAmt
Management And General$3,479,556ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$4,119,911TotalAmt
Program Services$2,685,797ProgramServicesAmt
Management And General$1,434,114ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,145,579,992TotalAmt
Program Services$742,145,552ProgramServicesAmt
Management And General$398,769,563ManagementAndGeneralAmt
Fundraising$4,664,877FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$96,836,367TotalAmt
Program Services$63,128,263ProgramServicesAmt
Management And General$33,708,104ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$48,471,435TotalAmt
Program Services$31,401,439ProgramServicesAmt
Management And General$16,534,712ManagementAndGeneralAmt
Fundraising$535,284FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$81,701,369TotalAmt
Program Services$52,928,916ProgramServicesAmt
Management And General$28,454,129ManagementAndGeneralAmt
Fundraising$318,324FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,048,763TotalAmt
Management And General$2,048,763ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,330,926TotalAmt
Management And General$6,330,926ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,759,500TotalAmt
Management And General$2,759,500ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$812,472TotalAmt
Management And General$812,472ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,375,350TotalAmt
Management And General$9,375,350ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$389,526,504TotalAmt
Program Services$235,229,837ProgramServicesAmt
Management And General$153,923,189ManagementAndGeneralAmt
Fundraising$373,478FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,785,798TotalAmt
Program Services$707,695ProgramServicesAmt
Management And General$22,777,953ManagementAndGeneralAmt
Fundraising$300,150FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$34,348,102TotalAmt
Program Services$18,256,668ProgramServicesAmt
Management And General$16,037,319ManagementAndGeneralAmt
Fundraising$54,115FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$121,184,536TotalAmt
Program Services$28,970,367ProgramServicesAmt
Management And General$92,136,923ManagementAndGeneralAmt
Fundraising$77,246FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$74,485,566TotalAmt
Program Services$5,752,847ProgramServicesAmt
Management And General$68,732,719ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,051,202TotalAmt
Program Services$689,431ProgramServicesAmt
Management And General$1,344,059ManagementAndGeneralAmt
Fundraising$17,712FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$280,676TotalAmt
Program Services$165,033ProgramServicesAmt
Management And General$111,194ManagementAndGeneralAmt
Fundraising$4,449FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$38,888,293TotalAmt
Program Services$468ProgramServicesAmt
Management And General$38,887,825ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$160,060,684TotalAmt
Program Services$108,933,783ProgramServicesAmt
Management And General$51,126,901ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,604,768TotalAmt
Program Services$633,005ProgramServicesAmt
Management And General$16,971,763ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram 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

FieldValueIRS element (for citing)
Total$270,930,958TotalAmt
Program Services$81,658,168ProgramServicesAmt
Management And General$188,816,818ManagementAndGeneralAmt
Fundraising$455,972FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,786,516,000TotalAmt
Program Services$2,625,140,541ProgramServicesAmt
Management And General$1,154,573,852ManagementAndGeneralAmt
Fundraising$6,801,607FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$100,618BOYAmt
EOY$84,637EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$350,388,474BOYAmt
EOY$289,839,362EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,209,321BOYAmt
EOY$4,854,386EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$488,417,666BOYAmt
EOY$503,584,689EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$616,167,486BOYAmt
EOY$65,051,944EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$68,620,652BOYAmt
EOY$80,904,634EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$102,088,358BOYAmt
EOY$153,778,585EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,068,585,696LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,406,123,925LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,558,198,716BOYAmt
EOY$1,662,461,771EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,808,215,947BOYAmt
EOY$4,716,853,498EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,206,426,397BOYAmt
EOY$2,019,918,293EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$372,705,442BOYAmt
EOY$369,040,454EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$7,586,056BOYAmt
EOY$7,586,056EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$15,362,691BOYAmt
EOY$12,821,636EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,596,487,824BOYAmt
EOY$9,886,779,945EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$482,010,046BOYAmt
EOY$615,410,111EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$16,834,082BOYAmt
EOY$11,322,948EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,686,053,000BOYAmt
EOY$1,130,458,000EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$121,402,399BOYAmt
EOY$221,628,321EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,958,494,013BOYAmt
EOY$1,588,620,367EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,264,793,540BOYAmt
EOY$3,567,439,747EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,329,838,420BOYAmt
EOY$6,317,484,334EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,855,864BOYAmt
EOY$1,855,864EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,331,694,284BOYAmt
EOY$6,319,340,198EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,596,487,824BOYAmt
EOY$9,886,779,945EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,068,684,985ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$61,482,761NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$142,521,832OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$657,269DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$155,203OtherActivitiesAmt
Total Lobbying Expenditures$812,472TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Line 1j OTHER ACTIVITIESSEVERAL 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 ACTIVITYDURING 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

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,888,281BeginningYearBalanceAmt
Grants Or Scholarships$3,032,417GrantsOrScholarshipsAmt
End Year Balance$1,855,864EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,888,281BeginningYearBalanceAmt
End Year Balance$4,888,281EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,888,281BeginningYearBalanceAmt
End Year Balance$4,888,281EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.0PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$174,596,472OtherCostOrOtherBasisAmt
Book Value$174,596,472BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,940,367,645OtherCostOrOtherBasisAmt
Depreciation$1,096,661,618DepreciationAmt
Book Value$843,706,027BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$35,726,932OtherCostOrOtherBasisAmt
Depreciation$14,958,510DepreciationAmt
Book Value$20,768,422BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,590,488,123OtherCostOrOtherBasisAmt
Depreciation$1,267,461,699DepreciationAmt
Book Value$323,026,424BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$327,406,524OtherCostOrOtherBasisAmt
Depreciation$27,042,098DepreciationAmt
Book Value$300,364,426BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,662,461,771TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$2,019,918,293BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,019,918,293TotalBookValueSecuritiesAmt
Federal Income Tax Liability$802,963FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$1,588,620,367TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsPERMANENTLY 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) footnoteThe 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)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00InvestmentsN/A$1,584,698,340
East Asia and the Pacific00InvestmentsN/A$1,654
North America (Canada & Mexico only)00InvestmentsN/A$23,527,271
North America (Canada & Mexico only)00Conducting board meetingsN/A$6,381
Central America and the Caribbean00,UNRELATED TRADE/BUS.N/A$2,997,737
Central America and the Caribbean00Program ServicesSELF-INSURANCE$4,483,970
Central America and the Caribbean07Speaking engagementsN/A$6,862
East Asia and the Pacific01Speaking engagementsN/A$4,731
Europe (Including Iceland and Greenland)011Speaking engagementsN/A$24,529
Middle East and North Africa01Speaking engagementsN/A$738
North America (Canada & Mexico only)09Speaking engagementsN/A$6,786
Middle East and North Africa03Program ServicesSTRATEGIC BUSINESS$13,951
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees32SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee32TotalEmployeeCnt
Subtotal Spent$1,615,772,950SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,615,772,950TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 ACTIVITIES PER REGIONFormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other300FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CarefalseFPGReferenceDiscountedCareInd
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Persons Served28472PersonsServedCnt
Total Community Benefit Expns$47,702,110TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$47,702,110NetCommunityBenefitExpnsAmt
Total Expense0.0128TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Persons Served110419PersonsServedCnt
Total Community Benefit Expns$998,980,798TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$639,894,507DirectOffsettingRevenueAmt
Net Community Benefit Expns$359,086,291NetCommunityBenefitExpnsAmt
Total Expense0.0967TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served138891PersonsServedCnt
Total Community Benefit Expns$1,046,682,908TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$639,894,507DirectOffsettingRevenueAmt
Net Community Benefit Expns$406,788,401NetCommunityBenefitExpnsAmt
Total Expense0.1096TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs16ActivitiesOrProgramsCnt
Persons Served65307PersonsServedCnt
Total Community Benefit Expns$19,111,373TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$650,216DirectOffsettingRevenueAmt
Net Community Benefit Expns$18,461,157NetCommunityBenefitExpnsAmt
Total Expense0.0050TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Persons Served6647PersonsServedCnt
Total Community Benefit Expns$114,148,629TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$16,699,933DirectOffsettingRevenueAmt
Net Community Benefit Expns$97,448,696NetCommunityBenefitExpnsAmt
Total Expense0.0262TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served37328PersonsServedCnt
Total Community Benefit Expns$46,391,939TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$38,148,916DirectOffsettingRevenueAmt
Net Community Benefit Expns$8,243,023NetCommunityBenefitExpnsAmt
Total Expense0.0022TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$11,000,000TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$11,000,000NetCommunityBenefitExpnsAmt
Total Expense0.0030TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs6ActivitiesOrProgramsCnt
Persons Served69758PersonsServedCnt
Total Community Benefit Expns$13,344,114TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$497,830DirectOffsettingRevenueAmt
Net Community Benefit Expns$12,846,284NetCommunityBenefitExpnsAmt
Total Expense0.0035TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs27ActivitiesOrProgramsCnt
Persons Served179040PersonsServedCnt
Total Community Benefit Expns$203,996,055TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$55,996,895DirectOffsettingRevenueAmt
Net Community Benefit Expns$147,999,160NetCommunityBenefitExpnsAmt
Total Expense0.0399TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs27ActivitiesOrProgramsCnt
Persons Served317931PersonsServedCnt
Total Community Benefit Expns$1,250,678,963TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$695,891,402DirectOffsettingRevenueAmt
Net Community Benefit Expns$554,787,561NetCommunityBenefitExpnsAmt
Total Expense0.1494TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Persons Served500PersonsServedCnt
Total Community Benefit Expns$250,000TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$250,000NetCommunityBenefitExpnsAmt
Total Expense0.0001TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$2,896TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$2,896NetCommunityBenefitExpnsAmt
Total Expense0.0000TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served639PersonsServedCnt
Total Community Benefit Expns$3,008TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$3,008NetCommunityBenefitExpnsAmt
Total Expense0.0000TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs4ActivitiesOrProgramsCnt
Persons Served1139PersonsServedCnt
Total Community Benefit Expns$255,904TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$255,904NetCommunityBenefitExpnsAmt
Total Expense0.0001TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Bad Debt Expense$40,054,112BadDebtExpenseAmt
Reimbursed By Medicare$377,633,379ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$419,198,201CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$41,564,822MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (5 entries)

Primary ActivitiesPrimaryActivitiesTxtOrg Profit Or OwnershipOrgProfitOrOwnershipPctPhysicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
BELTWAY SURGERY CENTERS LLC
AMBULATORY SURGERY CENTER0.25760.7424
SENATE STREET SURGERY CENTER LLC
AMBULATORY SURGERY CENTER0.26210.7379
INDIANA ENDOSCOPY CENTERS LLC
AMBULATORY SURGERY CENTER0.26010.7399
ROC SURGERY LLC
AMBULATORY SURGERY CENTER0.2970.703
BALL OUTPATIENT SURGERY CENTER LLC
AMBULATORY SURGERY CENTER0.28180.7182
FieldValueIRS element (for citing)
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA UNIVERSITY HEALTHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11701 N SENATE BLVDAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd
FieldValueIRS element (for citing)
Website AddressHTTPS://IUHEALTH.ORG/WebsiteAddressTxt
State License22-005051-1StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Childrens HospitalYes (X)ChildrensHospitalInd
Teaching HospitalYes (X)TeachingHospitalInd
Research FacilityYes (X)ResearchFacilityInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd
OtherSEE PART V, SECTION C FOR ADDITIONAL INFORMATIONOtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1INDIANA UNIVERSITY HEALTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted18CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsfalseCHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsfalseCHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLHTTPS://IUHEALTH.ORG/IN-THE-COMMUNITY/COMMUNITY-BENEFITOwnWebsiteURLTxt
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt19ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLHTTPS://IUHEALTH.ORG/IN-THE-COMMUNITY/COMMUNITY-BENEFITStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care300.0FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care0.0FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Other CriteriaYes (X)OtherCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLHTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCEFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLHTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCEFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLHTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCEFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3EIU 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 , 1Facility , 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 , 2Facility , 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 , 3Facility , 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 , 1Facility , 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 , 2Facility , 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 , 3Facility , 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 , 1Facility , 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 , 1Facility , 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 , 1Facility , 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.
FieldValueIRS element (for citing)
Facility178FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (179 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxtAddress Line2USAddress/AddressLine2Txt
INDIANA HAND TO SHLDR BELTWAY SRGRY CTR
8501 HARCOURT RDINDIANAPOLISIN46260AMBULATORY SURGERY
IU HEALTH EAST WASHINGTON SURGERY CENTER
9660 E WASHINGTON ST STE 200INDIANAPOLISIN46229AMBULATORY SURGERY
IU HEALTH MERIDIAN SOUTH SURGERY CENTER
8820 S MERIDIAN STINDIANAPOLISIN46217AMBULATORY SURGERY
IU HEALTH MULTI-SPECIALITY SURGERY CTR
10601 N MERIDIAN ST SUITE 250INDIANAPOLISIN46290AMBULATORY SURGERY
IU HEALTH SPRING MILL SURGERY CENTER
10300 N ILLINOIS ST SUITES 1300 240INDIANAPOLISIN46290AMBULATORY SURGERY0
IU HEALTH BELTWAY SURGERY CENTER
151 PENNSYLVANIA PKWYCARMELIN46280AMBULATORY SURGERY
IU HEALTH SPRING MILL SURGERY CENTER
10300 N ILLINOIS ST STE 1300 2400CARMELIN46290AMBULATORY SURGERY
IU HEALTH HOME CARE
950 N MERIDIAN ST STE 700INDIANAPOLISIN46204HOME HEALTH
IU HEALTH EXPRESSIONS HOME MEDICAL EQUIP
11725 N ILLINOIS ST SUITE 485CARMELIN46032HOME HEALTH
IU HEALTH EXPRESSIONS HOME MEDICAL EQUIP
1701 N SENATE BLVDINDIANAPOLISIN46202HOME HEALTH
IU HEALTH BALL MEM OUTPATIENT SURG CTR
2401 W UNIVERSITY AVEMUNCIEIN47303AMBULATORY SURGERY
IU HEALTH MORGAN
2209 JOHN R WOODEN DRMARTINSVILLEIN46151DIAGNOSTIC & OTHER OUTPATIENT
IU HEALTH EAGLE HIGHLANDS SURGERY CENTER
6850 PARKDALE PLINDIANAPOLISIN46254AMBULATORY SURGERY
BELTWAY SURGERY CENTER SPRING MILL
200 W 103RD ST STE 2400INDIANAPOLISIN46290AMBULATORY SURGERY
SENATE STREET SURGERY CENTER
1801 N SENATE BLVDINDIANAPOLISIN46202AMBULATORY SURGERY
IU HEALTH UNIVERSITY RETAIL PHARMACY
550 N UNIVERSITY BLVDINDIANAPOLISIN46202PHARMACY
IU HEALTH SAXONY SURGERY CENTER
13100 E 136TH STFISHERSIN46037AMBULATORY SURGERY
INDIANA ENDOSCOPY CENTERS
10967 ALLISONVILLE RD STE 100FISHERSIN46038AMBULATORY SURGERY
INDIANA ENDOSCOPY CENTERS
1115 N RONALD REAGAN PKWY STE 347AVONIN46123AMBULATORY SURGERY
INDIANA ENDOSCOPY CENTERS
1801 N SENATE BLVD STE 710INDIANAPOLISIN46202AMBULATORY SURGERY
IU HEALTH CICC - NORTH
10212 LANTERN RDFISHERSIN46038SPECIALTY CARE
IUH BLOOMINGTON HOSPITAL MAIN CAMPUS LAB
601 W 2ND ST 1ST FLBLOOMINGTONIN47403LAB
IU HEALTH BALL MEMORIAL HOSPITAL LAB
2401 UNIVERSITY AVEMUNCIEIN47303LAB
IU HEALTH CICC - EAST
6845 RAMA DRINDIANAPOLISIN46219SPECIALTY CARE
IU HEALTH METHODIST RETAIL PHARMACY
1801 N SENATE BLVD STE 105INDIANAPOLISIN46202PHARMACY
IU HEALTH ARNETT HOSPITAL LAB
5165 MCCARTY LNLAFAYETTEIN47905LAB
IU HEALTH WEST HOSPITAL LAB
1111 RONALD REAGAN PKWY SUITE A1110AVONIN46123LAB
GLEN LEHMAN ENDOSCOPY SUITE
550 N UNIVERSITY BLVD STE 4100INDIANAPOLISIN46202AMBULATORY SURGERY
IU HEALTH NORTH HOSPITAL LAB
11700 N MERIDIAN STCARMELIN46032LAB
IU HEALTH SLEEP DISORDERS CENTER
714 N SENATE AVE STE 110INDIANAPOLISIN46202SPECIALTY CARE
IU HEALTH HOSPICE
950 N MERIDIAN ST STE 700INDIANAPOLISIN46204HOSPICE
IU HEALTH METHODIST MEDICAL PLAZA SOUTH
8830 S MERIDIAN STINDIANAPOLISIN46217DIAGNOSTIC & OTHER OUTPATIENT
IU HEALTH SLEEP APNEA EDUCATION CENTER
6004 W KILGORE AVEMUNCIEIN47304SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
6004 W KILGORE AVEMUNCIEIN47304SPECIALTY CARE
IU HEALTH BALL MEMORIAL HOSPICE
2401 W UNIVERSITY AVEMUNCIEIN47303HOSPICE
IU HEALTH METHODIST MEDICAL PLAZA NORTH
151 PENNSYLVANIA PKWYINDIANAPOLISIN46280DIAGNOSTIC & OTHER OUTPATIENT
IU HEALTH RILEY RETAIL PHARMACY
705 RILEY HOSPITAL DR ROC 1201INDIANAPOLISIN46202PHARMACY
RILEY OUTPATIENT SURGERY CENTER
575 RILEY HOSPITAL DRINDIANAPOLISIN46202AMBULATORY SURGERY
IU HEALTH SLEEP DISORDERS CENTER
1504 CLINIC DRBEDFORDIN47421SPECIALTY CARE
IU HEALTH SAXONY HOSPITAL LAB
13000 E 136TH STFISHERSIN46037LAB
IU HEALTH NORTH RETAIL PHARMACY
11700 N MERIDIAN ST STE B106CARMELIN46032PHARMACY
IU HEALTH WHITE MEMORIAL HOSPITAL LAB
720 S 6TH STMONTICELLOIN47960LAB
IU HEALTH BALL MEMORIAL HOME CARE
2401 W UNIVERSITY AVEMUNCIEIN47303HOME HEALTH
IU HEALTH SLEEP DISORDERS CENTER
1411 W COUNTY LINE RD STE CGREENWOODIN46142SPECIALTY CARE
IU HEALTH WEST RETAIL PHARMACY
1111 N RONALD REAGAN PKWY M105AVONIN46123PHARMACY
IU HEALTH PAOLI HOSPITAL LAB
642 W HOSPITAL RDPAOLIIN47454LAB
IU HEALTH BLOOMINGTON HOME CARE
333 E MILLER DRBLOOMINGTONIN47401HOME HEALTH
IU HEALTH ARNETT HOME CARE
3900 MCCARTY LN STE 103LAFAYETTEIN47905HOME HEALTH
IU HEALTH SAXONY RETAIL PHARMACY
13100 E 136TH ST STE 1000FISHERSIN46037PHARMACY
IU HEALTH BLACKFORD HOSPITAL LAB
410 PILGRIM BLVDHARTFORD CITYIN47348LAB
IU HEALTH TIPTON HOSPITAL LAB
1000 S MAIN STTIPTONIN46072LAB
IU HEALTH RADIOLOGY
9650 E WASHINGTON STINDIANAPOLISIN46229RADIOLOGY
IU HEALTH LIFECARE
1633 N CAPITAL AVE STE 300INDIANAPOLISIN46202DIAGNOSTIC & OTHER OUTPATIENT
IU HEALTH PHYSICAL THERAPY & REHAB
6866 W STONEGATE DR SUITE 106ZIONSVILLEIN46077REHABILITATION SERVICES
IU HEALTH PHYSICAL THERAPY & REHAB
404 E WASHINGTON ST STE BINDIANAPOLISIN46204REHABILITATION SERVICES
IUH ADDICTION TREATMENT & RECOVERY CNTR
727 W 2ND STBLOOMINGTONIN47403BEHAVIORAL HEALTH
IUH ADDICTION TREATMENT & RECOVERY CNTR
2209 JOHN R WOODEN DRMARTINSVILLEIN46151BEHAVIORAL HEALTH
IUH ADDICTION TREATMENT & RECOVERY CNTR
1758 W 100 SPORTLANDIN47371BEHAVIORAL HEALTH
IUH ADDICTION TREATMENT & RECOVERY CNTR
210 N TILLOTSON AVEMUNCIEIN47304BEHAVIORAL HEALTH
IU HEALTH OLCOTT CENTER
619 W 1ST STBLOOMINGTONIN47403DIAGNOSTIC & OTHER OUTPATIENT
IU HEALTH METHODIST MEDICAL PLAZA
6850 PARKDALE PLINDIANAPOLISIN46254DIAGNOSTIC & OTHER OUTPATIENT
ADULT AMBULATORY CARE CENTER
550 N UNIVERSITY BLVD STE 3500INDIANAPOLISIN46202DIAGNOSTIC & OTHER OUTPATIENT
METHODIST MEDICAL PLAZA GEORGETOWN
4880 W CENTURY PLAZA RDINDIANAPOLISIN46254DIAGNOSTIC & OTHER OUTPATIENT
IU HEALTH METHODIST MEDICAL TOWER
1633 N CAPITAL AVEINDIANAPOLISIN46202DIAGNOSTIC & OTHER OUTPATIENT
IU HEALTH BLOOMINGTON HOSPITAL HOSPICE
619 W 1ST STBLOOMINGTONIN47403HOSPICE
IU HEALTH BLOOMINGTON HOSPICE HOUSE
2810 S DEBORAH DRBLOOMINGTONIN47403HOSPICE
IU HEALTH ARNETT HOSPICE
3900 MCCARTY LN STE 104LAFAYETTEIN47905HOSPICE
IU HEALTH ARNETT SOUTHSIDE LAB
1 WALTER SCHOLER DRLAFAYETTEIN47909LAB
IU HEALTH METHODIST MEDICAL TOWER LAB
1633 N CAPITOL AVEINDIANAPOLISIN46202LAB
IU HEALTH SPRINGMILL MEDICAL CLINIC LAB
10300 N ILLINOIS ST STE 1400CARMELIN46290LAB
IUH JOE & SHELLY SCHWARZ CANCER CTR LAB
11700 N MERIDIAN STCARMELIN46032LAB
IU HEALTH FRANKFORT LAB
1300 S JACKSON STFRANKFORTIN46041LAB
IUH METHODIST MED PLAZA BROWNSBURG LAB
1375 N GREEN ST STE 200BROWNSBURGIN46112LAB
IU HEALTH BALL MEMORIAL PHYSICIANS LAB
1420 S PILGRIM BLVDYORKTOWNIN47396LAB
IUH METHODIST MEDICAL PLAZA NORTH LAB
151 PENNSYLVANIA PKWYCARMELIN46280LAB
IUH METHODIST PROFESSIONAL CENTER LAB
1801 N SENATE BLVDINDIANAPOLISIN46202LAB
IU HEALTH MORGAN LAB
2209 JOHN R WOODEN DRMARTINSVILLEIN46151LAB
IU HEALTH ARNETT WESTSIDE LAB
253 SAGAMORE PKWY WWEST LAFAYETTEIN47906LAB
IU HEALTH ARNETT FERRY ST LAB
2600 FERRY STLAFAYETTEIN47904LAB
IU HEALTH ARNETT GREENBUSH LAB
2600 GREENBUSH STLAFAYETTEIN47904LAB
IU HEALTH BEDFORD HOSPITAL LAB
2900 W 16TH STBEDFORDIN47421LAB
IU HEALTH SIP BEDFORD LAB
2900 W 16TH STBEDFORDIN47421LAB
IU HEALTH PATHOLOGY LAB
350 W 11TH STINDIANAPOLISIN46202LAB
IU HEALTH ARNETT CANCER CARE LAB
420 N 26TH STLAFAYETTEIN47904LAB
IU HEALTH GEORGETOWN MEDICAL PLAZA LAB
4880 CENTURY PLAZA RD STE 125INDIANAPOLISIN46254LAB
ARLINGTON DIAGNOSTIC CENTER LAB
4935 W ARLINGTON RDBLOOMINGTONIN47404LAB
IU HEALTH JAY HOSPITAL OUTPATIENT LAB
500 W VOTAW STPORTLANDIN47371LAB
UNIV HOSP AMBULATORY OUTPATIENT CNTR LAB
550 N UNIVERSITY BLVD RM 1005INDIANAPOLISIN46202LAB
IU HEALTH LANDMARK OUTPATIENT LAB
550 LANDMARK AVEBLOOMINGTONIN47403LAB
IU HEALTH BETHEL LAB
5501 W BETHEL AVE SUITE CMUNCIEIN46304LAB
IUH METHODIST MED PLAZA EAGLE HIGHLANDS
6850 PARKDALE PLINDIANAPOLISIN46254LAB
IU HEALTH MOORESVILLE LAB
820 SAMUEL MOORE PKWYMOORESVILLEIN46158LAB
IUH METHODIST MEDICAL PLAZA SOUTH LAB
8820 S MERIDIAN STINDIANAPOLISIN46217LAB
IUH METHODIST MEDICAL PLAZA EAST LAB
9650 E WASHINGTON STINDIANAPOLISIN46229LAB
IU HEALTH ADVANCED THERAPIES PHARMACY
355 W 16TH ST STE 1600 GH 1074INDIANAPOLISIN46202PHARMACY
CONNECTED CARE-IU HEALTH SAXONY HOSPITAL
13000 E 136TH ST SUITE 3400FISHERSIN46037PRIMARY CARE
IU HEALTH MORGAN WALK-IN
2209 JOHN R WOODEN DRMARTINSVILLEIN46151PRIMARY CARE
IU HEALTH RADIOLOGY
13000 E 136TH STFISHERSIN46037RADIOLOGY
IU HEALTH CANCER RADIATION CENTER
9149 STATE RD 37BEDFORDIN47421RADIOLOGY
IU HEALTH RADIOLOGY
820 SAMUEL MOORE PKWYMOORESVILLEIN46158RADIOLOGY
IU HEALTH RADIOLOGY
362 W 15TH STINDIANAPOLISIN46202RADIOLOGY
IU HEALTH MORGAN RADIOLOGY
2209 JOHN R WOODEN DRMARTINSVILLEIN46151RADIOLOGY
IU HEALTH RADIOLOGY
550 N UNIVERSITY BLVD UN 0663INDIANAPOLISIN46202RADIOLOGY
IU HEALTH RADIOLOGY
893 S DELAWARE ST DC 2111INDIANAPOLISIN46285RADIOLOGY
IU HEALTH RADIOLOGY
404 E WASHINGTON ST STE BINDIANAPOLISIN46204RADIOLOGY
IU HEALTH RADIOLOGY
1801 N SENATE BLVD RM A 1157AINDIANAPOLISIN46202RADIOLOGY
IU HEALTH RADIOLOGY
714 N SENATE AVE STE 100INDIANAPOLISIN46202RADIOLOGY
IU HEALTH RADIOLOGY
151 PENNSYLVANIA PKWY SUITE 160INDIANAPOLISIN46280RADIOLOGY
IU HEALTH RADIOLOGY
2598 W WHITE RIVER BLVDMUNCIEIN47303RADIOLOGY
IU HEALTH RADIOLOGY
1111 N RONALD REAGAN PKWYAVONIN46123RADIOLOGY
IU HEALTH RADIOLOGY
1000 S MAIN STTIPTONIN46072RADIOLOGY
IU HEALTH RADIOLOGY
1375 N GREEN ST STE 200BROWNSBURGIN46112RADIOLOGY
IU HEALTH RADIOLOGY
11700 N MERIDIAN ST STE 160CARMELIN46032RADIOLOGY
IUH ADULT SPEECH-LANGUAGE PATHOLOGY
550 N UNIVERSITY BLVDINDIANAPOLISIN46202REHABILITATION SERVICES
IUH ADULT PHYSICAL THERAPY & REHAB SRVCS
13000 E 136TH ST SUITE 2100FISHERSIN46037REHABILITATION SERVICES
IUH REHAB & SPORTS MEDICINE CENTER EAST
328 S WOODCREST DRBLOOMINGTONIN47401REHABILITATION SERVICES
IU HEALTH OCCUPATIONAL SERVICES
3443 W 3RD STBLOOMINGTONIN47404REHABILITATION SERVICES
IUH REHAB & SPORTS MEDICINE CENTER WEST
2650 COTA DRBLOOMINGTONIN47403REHABILITATION SERVICES
IU HEALTH PHYSICAL THERAPY & REHAB
4935 W ARLINGTON RDBLOOMINGTONIN47404REHABILITATION SERVICES
IU HEALTH PHYSICAL THERAPY & REHAB
1801 N SENATE BLVD STE 240INDIANAPOLISIN46202REHABILITATION SERVICES
IUH OCCUP THRPY SVCS AT METHODIST HOSP
1801 N SENATE BLVD STE 530INDIANAPOLISIN46202REHABILITATION SERVICES
NEUROREHABILITATION AND ROBOTICS
355 W 16TH ST STE 1078INDIANAPOLISIN46202REHABILITATION SERVICES
IU HEALTH OCCUPATIONAL SERVICES
2900 W 16TH STBEDFORDIN47421REHABILITATION SERVICES
IU HEALTH MORGAN REHABILITATION
2209 JOHN R WOODEN DRMARTINSVILLEIN46151REHABILITATION SERVICES
IU HEALTH PHYSICAL THERAPY & REHAB
550 N UNIVERSITY BLVD RM 4175INDIANAPOLISIN46202REHABILITATION SERVICES
IUH ADULT PHYSICAL THERAPY & REHAB SVCS
1801 N SENAE BLVD STE 535INDIANAPOLISIN46202REHABILITATION SERVICES
IUH PT OCCUPATIONAL THRPY& SPEECH THRPY
1300 S JACKSON STFRANKFORTIN46141REHABILITATION SERVICES
IU HEALTH PHYSICAL THERAPY & REHAB
2401 W UNIVERSITY AVEMUNCIEIN47303REHABILITATION SERVICES
IU HEALTH PHYSICAL THERAPY & REHAB
1010 S MAIN ST SUITE 110TIPTONIN46072REHABILITATION SERVICES
IU HEALTH PHYSICAL THERAPY & REHAB
9670 E WASHINGTON ST STE 115INDIANAPOLISIN46229REHABILITATION SERVICES
IU HEALTH PHYSICAL THERAPY & REHAB
2476 E 116TH ST G-100CARMELIN46032REHABILITATION SERVICES
IU HEALTH PHYSICAL THERAPY & REHAB
410 PILGRIM BLVDHARTFORD CITYIN47348REHABILITATION SERVICES
IUH PEDIATRIC PHYSICAL THERAPY & REHAB
6820 PARKDALE PL STE 109INDIANAPOLISIN46254REHABILITATION SERVICES
IU HEALTH PHYSICAL THERAPY & REHAB
14645 HAZEL DELL RDNOBLESVILLEIN46062REHABILITATION SERVICES
IU HEALTH HIP & KNEE CENTER
13000 E 136TH ST SUITE 2000FISHERSIN46037SPECIALTY CARE
IU HEALTH ADVANCED HEART & LUNG CARE
1801 N SENATE BLVD STE 2000INDIANAPOLISIN46202SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
601 W 2ND ST RM C1037BLOOMINGTONIN47403SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
601 W 2ND ST RM 24-5BLOOMINGTONIN47403SPECIALTY CARE
IU HEALTH CARDIOVASCULAR SURGERY
707 W 2ND STBLOOMINGTONIN47403SPECIALTY CARE
IU HEALTH ADVANCED PAIN CENTER
888 AUTO MALL RDBLOOMINGTONIN47401SPECIALTY CARE
IU HEALTH ORTHOPEDICS & SPORTS MEDICINE
2605 E CREEKS EDGE DRBLOOMINGTONIN47401SPECIALTY CARE
IU HEALTH CICC - METHODIST
1701 N SENATE BLVD C6INDIANAPOLISIN46202SPECIALTY CARE
IU HEALTH CICC - SOUTH
8820 S MERIDIAN ST SUITE 230INDIANAPOLISIN46217SPECIALTY CARE
IUH UNIV HOSP INTRVNTNAL& ADV PAIN THRPY
550 N UNIVERSITY BLVD STE 2007INDIANAPOLISIN46202SPECIALTY CARE
IU HEALTH PRECISION GENOMICS PROGRAM
1030 W MICHIGAN ST STE 3307INDIANAPOLISIN46202SPECIALTY CARE
IU HEALTH MELVIN & BREN SIMON CANCER CTR
1030 W MICHIGAN STINDIANAPOLISIN46202SPECIALTY CARE
IU HEALTH NEUROSCIENCE CENTER
362 W 15TH STINDIANAPOLISIN46202SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
1411 W COUNTY LINE RD STE CGREENWOODIN46142SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
714 N SENATE AVE STE 110INDIANAPOLISIN46202SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
714 N SENATE AVE STE 110INDIANAPOLISIN46202SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
13100 E 136TH ST STE 3200FISHERSIN46037SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
3900 MCCARTY LN STE 101LAFAYETTEIN47905SPECIALTY CARE
IU HEALTH ARNETT SLEEP APNEA EDUC CTR
3900 MCCARTY LN STE 102LAFAYETTEIN46202SPECIALTY CARE
MIDWEST EYE INSTITUTE
555 COUNTY LINE RD STE 102-103GREENWOODIN46143SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
13100 E 136TH ST STE 3200BFISHERSIN46037SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
2209 JOHN R WOODEN DRMARTINSVILLEIN46151SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
720 S 6TH STMONTICELLOIN47960SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
1300 S JACKSON STFRANKFORTIN46041SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
500 W VOTAW STPORTLANDIN47371SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
642 W HOSPITAL RDTIPTONIN47454SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
1000 S MAIN STAVONIN46072SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
1115 N RONALD REAGAN PKWY STE 305AVONIN46123SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
1115 N RONALD REAGAN PKWY STE 317CARMELIN46123SPECIALTY CARE
IU HEALTH VOICE CENTER
1185 W CARMEL DR D-1ACARMELIN46032SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
11700 N MERIDIAN STCARMELIN46032SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
11725 N ILLINOIS ST SUITE 485CARMELIN46032SPECIALTY CARE
IU HEALTH EXECUTIVE HEALTH
11590 N MERIDIAN ST SUITE 410CARMELIN46032SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
11590 N MERIDIAN ST SUITE 300CARMELIN46032SPECIALTY CARE
IU HEALTH URGENT CARE - BLOOMINGTON
326 S WOODCREST DRBLOOMINGTONIN47401URGENT CARE
IU HEALTH URGENT CARE - GREENWOOD
996 S SR 135 SUITE PGREENWOODIN46143URGENT CARE
IU HEALTH URGENT CARE - AVON
10853 E US HWY 36AVONIN46123URGENT CARE
IU HEALTH URGENT CARE - BROAD RIPPLE
1036 BROAD RIPPLE AVEINDIANAPOLISIN46220URGENT CARE
IU HEALTH URGENT CARE - DOWNTOWN INDPLS
222 W WASHINGTON STINDIANAPOLISIN46204URGENT CARE
IU HEALTH URGENT CARE - BROWNSBURG
90 E GARNER RD STE ABROWNSBURGIN46112URGENT CARE
IU HEALTH URGENT CARE - NOBLESVILLE
14645 HAZEL DELL ROAD SUITE 120NOBLESVILLEIN46062URGENT CARE
IU HEALTH URGENT CARE - LAFAYETTE
1 WALTER SCHOLER DRLAFAYETTEIN47909URGENT CARE
IU HEALTH URGENT CARE - FORT WAYNE NORTH
9821 LIMA RD STE 103FORT WAYNEIN46818URGENT CARE
IU HEALTH URGENT CARE - WEST LAFAYETTE
253 SAGAMORE PKWY WWEST LAFAYETTEIN47906URGENT CARE
IU Health Urgent Care Fort Wayne - Hope Drive
7411 Hope Drive Suite AFort WayneIN46815Urgent Care

Supplemental Information Detail SupplementalInformationDetail (20 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section A LINE 1 - NAME, ADDRESS, AND WEBSITEIU 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 EXPENSESCHEDULE 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 EXPENSETHE 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 SERVEDIU 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 careIU 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 ServicesIU 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 amountTHE 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 MethodologyIU 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 footnoteIU 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 costsTHE 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 assistanceIU 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 assessmentCOMMUNITIES 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 assistanceIU 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 informationIU 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 healthA 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 systemIU 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 reportIN

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (35 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Indiana University School of Medicine
714 N Senate AveIndianapolisIN46202356001673Gov't Entity$11,000,000Research/Training
HealthNet Inc
3401 Raymond StIndianapolisIN46203351579827501(c)(3)$1,504,000General Support
Indiana University
400 E 7th St RM 501BloomingtonIN47405356001673Gov't Entity$1,343,220General Support
IU Health Foundation Inc
1633 N CAPITOL AVE 1200INDPLSIN46202356043086501(c)(3)$5,408,500Community Impact Investment/Spiritual Values/Community Health
FAIR HAVEN FOUNDATION INC
PO BOX 441683INDIANAPOLISIN46244260866646501(c)(3)$450,000General Support
Gleaners Food Bank of Indiana Inc
3737 Waldemere AveIndianapolisIN46241351483868501(c)(3)$200,000Community Benefit
Habitat for Humanity of Greater Indpls
3135 N Meridian StIndianapolisIN46208351715910501(c)(3)$100,000Community Benefit
Volunteers of America Ohio & Indiana
1776 E Broad StreetColumbusOH43203340861121501(c)(3)$75,000Fresh Start Recovery Ctr
Central Indiana Community Foundation
615 N Alabama St STE 119INDPLSIN46204351793680501(c)(3)$51,000Community Benefit
Center for At-Risk Elders
120 E Market St STE 1190INDPLSIN46204452980122501(c)(3)$50,600General Support
United Way of Central Indiana Inc
PO Box 88409IndianapolisIN46208351007590501(c)(3)$50,000General Support
Social Health Association of Indiana Inc
615 N Alabama StIndianapolisIN46204350869056501(c)(3)$50,000Bullying Prevention
Raphael Health Center Inc
401 E 34th StIndianapolisIN46205351948768501(c)(3)$50,000Community Benefit
Indy Hunger Network Inc
3737 WALDEMERE AVEIndianapolisIN46241454833492501(c)(3)$50,000General Support
Coalition for Homelessness Inter & Prev
11400 W 42nd StIndianapolisIN46208311254018501(c)(3)$50,000General Support
Indy Public Safety Foundation Inc
200 E Washington St Ste 241IndianapolisIN46204462975046501(C)(3)$47,500Community Benefit
Junior Achievement of Central Indiana Inc
9449 Priority WayIndianapolisIN46240351003695501(c)(3)$45,000Community Benefit
Gennesaret Free Clinic Inc
615 N Alabama StIndianapolisIN46204351776518501(c)(3)$45,000Health Access
Marion County Public Health Department
3838 N Rural StreetIndianapolisIN46205000000000Gov't Entity$41,000Community Benefit
Covering Kids & Families of Indiana Inc
1100 W 42ND ST STE 317INDIANAPOLISIN46208611520892501(c)(3)$40,000General Support
Family Promise of Greater Indianpolis Inc
PO Box 441367IndianapolisIN46244351909912501(c)(3)$35,000Community Benefit
500 Festival Inc
21 Virginia Ave Ste 500IndianapolisIN46204351004320501(c)(4)$32,000Community Benefit
Community Foundation of Greater Fort Wayne Inc
555 E WAYNE STFORT WAYNEIN46802351119450501(c)(3)$30,000General Support
CENTER FOR INTERFAITH COOPERATION INC
1100 WEST 42ND STINDIANAPOLISIN46208275336996501(c)(3)$26,000General Support
YMCA of Greater Indianapolis
615 N Alabama StIndianapolisIN46204350868211501(c)(3)$25,000Community Benefit
Playworks Education Energized
380 Washington StOaklandCA94607943251867501(c)(3)$15,000Community Benefit
Flanner House of Indianapolis
2424 Dr MLK StIndianapolisIN46208350942628501(c)(3)$15,000General Support
Horizon House Inc
1033 E Wash StIndianapolisIN46202351759503501(c)(3)$13,500General Support
Reach for Youth Inc
3505 WASHINGTON BLVDINDIANAPOLISIN462053718237456842501(c)(3)$10,000General Support
Child Advocates Inc
8200 Haverstick Rd No 240INDIANAPOLISIN46240351788240501(c)(3)$10,000General Support
CICOA Aging & In-home Solutions Inc
8440 Woodfield Crossing Blvd 175INDIANAPOLISIN46240351310387501(c)(3)$10,000General Support
THE ARC OF NORTHEAST INDIANA INC
4919 COLDWATER ROADFORT WAYNEIN46825350998711501(c)(3)$10,000General Support
Indiana Diaper Bank
9511 Angola Ct Ste 221INDIANAPOLISIN46268825289150501(c)(3)$7,500General Support
HVAF of Indiana
PO Box 441761INDIANAPOLISIN46224351890547501(c)(3)$5,250General Support
IU HEALTH BMH FOUNDATION INC
950 N MERIDIAN STREET SUITE 800INDIANAPOLISIN46204311111784501(C)(3)$10,000,000General Support
FieldValueIRS element (for citing)
Total501c3 Org34Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSEE PART IVGrantTypeTxt
Recipient5RecipientCnt
Cash Grant$428,611CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part III GRANTS AND OTHER ASSISTANCE TO INDIVIDUALSTHE 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part II Compensation Paid for Services Rendered by Paul CalkinsIU 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 travelFirst-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 paymentsTAX 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 paymentRYAN 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 planDENNIS 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 paymentsAMOUNTS 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 INDIVIDUALNAME - 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
INDIANA FINANCE AUTHORITY
A35160231645471AEN82016-05-05$107,790,000SERIES 2011L AND M BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
B35160231645471AFX52011-12-07$221,617,127SERIES 2011N BONDSYes (true)falsefalse
INDIANA FINANCE AUTHORITY
C35160231645471ANR92014-10-14$80,777,895SERIES 2014A BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
D35160231645471ANY42015-05-07$314,416,912SERIES 2015A BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtBond DefeasedBondDefeasedAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmt
A$107,790,000$107,790,0002016Yes (true)falseYes (true)Yes (true)
B$221,624,068$194,747,2002013Yes (true)falseYes (true)Yes (true)$139,425,000$60,500,000$2,148,553$24,728,315
C$82,344,679$81,551,1792014falseYes (true)Yes (true)Yes (true)$25,160,000$793,499
D$314,633,314$312,510,7912015falseYes (true)Yes (true)Yes (true)$2,122,523

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0falsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0falsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0falsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalseYes (true)falseYes (true)falsefalsefalseYes (true)
BfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
CfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
DfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I Page 1, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSETHE 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 PURPOSETHE 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 PURPOSETHE 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 PURPOSETHE 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 PURPOSETHE 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 PURPOSEA 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 ISSUETOTAL 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. PERCENTAGESIU 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 BIssuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/27/2016
Schedule K, Part IV, Line 2c COLUMN CIssuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 03/01/2016
Schedule K, Part IV, Line 2c COLUMN DIssuer 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
INDIANA FINANCE AUTHORITY
A35160231645471APJ52016-02-18$290,611,029SERIES 2016A, B, AND C BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
B35160231645470YEX52019-07-02$370,318,185SERIES 2019A, B AND C BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmt
A$134,920,000$290,611,029$1,641,061$288,969,9682016Yes (true)falseYes (true)Yes (true)
B$21,625,000$371,800,326$1,348,373$113,969,813Yes (true)falseYes (true)Yes (true)$256,481,879

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0falsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalseYes (true)falseYes (true)falsefalsefalseYes (true)
BfalsefalseYes (true)falseYes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JILAINE STEVENSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionSPOUSE OF IUH, INC. DIRECTOR, LARRY STEVENSRelationshipDescriptionTxt
Transaction$48,991TransactionAmt
TransactionCOMPENSATION FOR SERVICESTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 RELATIONSHIPSCERTAIN 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 COMPENSATIONIU 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 personsIUH 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 documentsIU 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 stockholdersTHERE 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 bodyEXCEPT 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 stockholdersNOTWITHSTANDING 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 bodyA 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 policyALL 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 publicIU 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 FeesSHARED 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 balancesEQUITY 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
IU HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204800141954MANAGEMENTIN$6,001,814$0IUH
IUH POPULATION HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204463913461HEALTHCAREIN$32,098,166$40,882,374IUH
ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351348013HEALTHCAREIN$0$0IUH
1402 CAPITOL PARTNERS LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204834187736REAL ESTATEIN$0$0IUH
1234 CAPITOL PARTNERS LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204834053020REAL ESTATEIN$0$0IUH
Cumberland Avenue Associates LLC
950 N Meridian St Ste 800IndianapolisIN46204351955872Real EstateIN$0$0IUH

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line2USAddress/AddressLine2Txt
INDIANA HEALTH INFO EXCHANGE INC
846 N SENATE AVEINDIANAPOLISIN46202364550324HEALTHCAREIN501(c)(3)Type INAfalse
IU HEALTH BALL MEMORIAL PHYSICIANS INC
950 N MERIDIAN STREETINDIANAPOLISIN46204351925641HEALTHCAREIN501(c)(3)10IUHBMHYes (true)Suite 300
IU HEALTH ARNETT INC
950 N MERIDIAN STREETINDIANAPOLISIN46204263162145HEALTHCAREIN501(c)(3)3IUHYes (true)Suite 300
IU HEALTH BMH FOUNDATION INC
950 N MERIDIAN STREETINDIANAPOLISIN46204311111784FUNDRAISINGIN501(c)(3)Type IIUHBMHYes (true)Suite 800
IU HEALTH BALL MEMORIAL HOSPITAL INC
950 N MERIDIAN STREETINDIANAPOLISIN46204350867958HEALTHCAREIN501(c)(3)3IUHYes (true)Suite 300
IU HEALTH JAY INC
950 N MERIDIAN STREETINDIANAPOLISIN46204822736786HEALTHCAREIN501(c)(3)3IUHYes (true)Suite 300
IU HEALTH BEDFORD INC
950 N MERIDIAN STREETINDIANAPOLISIN46204237042323HEALTHCAREIN501(c)(3)3IUHYes (true)Suite 300
IU HEALTH BLOOMINGTON INC
950 N MERIDIAN STREETINDIANAPOLISIN46204351720796HEALTHCAREIN501(c)(3)3IUHYes (true)Suite 300
IU HEALTH CARE ASSOCIATES INC
950 N MERIDIAN STREETINDIANAPOLISIN46204351747218HEALTHCAREIN501(c)(3)10IUHYes (true)Suite 300
INDIANA UNIVERSITY HEALTH FOUNDATION INC
1633 N CAPITOL AVEINDIANAPOLISIN46202356043086FUNDRAISINGIN501(c)(3)Type IIUHYes (true)SUITE 1200
IU HEALTH FRANKFORT INC
950 N MERIDIAN STREETINDIANAPOLISIN46204815174295HEALTHCAREIN501(c)(3)3IUHYes (true)Suite 300
METHODIST HEALTH GROUP INC
950 N MERIDIAN STREETINDIANAPOLISIN46204350876390HEALTHCAREIN501(c)(3)Type III-FINAfalseSuite 800
IU HEALTH MORGAN INC
950 N MERIDIAN STREETINDIANAPOLISIN46204273533027HEALTHCAREIN501(c)(3)10IUHYes (true)Suite 800
IU HEALTH NORTH HOSPITAL INC
950 N MERIDIAN STREETINDIANAPOLISIN46204351932442HEALTHCAREIN501(c)(3)3IUHYes (true)Suite 300
IU HEALTH PAOLI INC
950 N MERIDIAN STREETINDIANAPOLISIN46204352090919HEALTHCAREIN501(c)(3)3IUHYes (true)Suite 300
IU HEALTH PLANS NFP INC
950 N MERIDIAN STREETINDIANAPOLISIN46204463803873INSURANCEIN501(c)(4)IUHYes (true)Suite 800
IU HEALTH TIPTON HOSPITAL INC
950 N MERIDIAN STREETINDIANAPOLISIN46204262772226HEALTHCAREIN501(c)(3)3IUHYes (true)Suite 300
IU HEALTH WEST HOSPITAL INC
950 N MERIDIAN STREETINDIANAPOLISIN46204351814660HEALTHCAREIN501(c)(3)3IUHYes (true)Suite 300
IU HEALTH WHITE MEMORIAL HOSPITAL INC
950 N MERIDIAN STREETINDIANAPOLISIN46204273532963HEALTHCAREIN501(c)(3)3IUHYes (true)Suite 300
IU MEDICAL GROUP FOUNDATION INC
340 W 10TH ST NO FS5100INDIANAPOLISIN46202201093251FUNDRAISINGIN501(c)(3)Type INAfalse
IUHLP LIQUIDATION INC
950 N MERIDIAN STREETINDIANAPOLISIN46204351125434HEALTHCAREIN501(c)(3)10IUHYes (true)Suite 800
MDWISE MARKETPLACE INC
950 N MERIDIAN STREETINDIANAPOLISIN46204465270582INSURANCEIN501(c)(4)IUHYes (true)Suite 800
MDWISE NETWORK INC
950 N MERIDIAN STREETINDIANAPOLISIN46204472619552INSURANCEIN501(c)(4)IUHYes (true)Suite 800
METHODIST OCCUP HEALTH CENTERS INC
950 N MERIDIAN STREETINDIANAPOLISIN46204351844176HEALTHCAREIN501(c)(3)3IUHYes (true)Suite 300
RILEY CHEER GUILD INC
705 RILEY HOSPITAL DRINDIANAPOLISIN46202356018517FUNDRAISINGIN501(c)(3)Type III-FINAfalse
UNIVERSITY FAMILY PHYSICIANS INC
950 N MERIDIAN STREETINDIANAPOLISIN46204237427350HEALTHCAREIN501(c)(3)10IUHCAYes (true)Suite 800
CLARIAN TRANSPLANT INSTITUTE INC
950 N MERIDIAN STREETINDIANAPOLISIN46204134350599HEALTHCAREIN501(c)(3)10IUHYes (true)Suite 800
IU HEALTH BLACKFORD HOSPITAL INC
950 N MERIDIAN STREETINDIANAPOLISIN46204010646166HEALTHCAREIN501(c)(3)3IUHBMHYes (true)Suite 300
16 Tech Community Corporation
1220 Waterway BlvdIndianapolisIN46202810853467Economic DevelopmentIN501(c)(3)Type INAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
BELTWAY SURGERY CENTERS LLC
569 Brookwood Village Ste 901BIRMINGHAMAL35244352072586HEALTHCAREINNA
BOSC HOLDINGS LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204454147343HEALTHCAREINIUHRelated$681,664$2,703,769false$0Yes (true)0.51
BSC HOLDINGS LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204452314634HEALTHCAREINIUHRelated$32,871,683$46,327,008false$0Yes (true)0.51
CHV FUND I LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204262523206VENTURE CAPITALINIUHExcluded$2,622$0Yes (true)$0false1
CHV FUND II MANAGEMENT LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204371717823VENTURE CAPITALINNA
CHV FUND II LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204800902337VENTURE CAPITALINIUHExcluded$8,026,918$0Yes (true)$0false1
CHV FUND MANAGEMENT LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204262523151VENTURE CAPITALINNA
EAGLE HIGH SURG CENTER LLC
569 Brookwood Village Ste 901BIRMINGHAMAL35244352259204HEALTHCAREINNA
EHSC HOLDINGS LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204454147879HEALTHCAREINIUHRelated$0$0false$0false0.51
EWASC HOLDINGS LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204473087761HEALTHCAREINIUHRelated$0$0false$0Yes (true)0.51
HEALTH VENTURE MANAGEMENT LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204205740218MANAGEMENTINIUHUnrelated$2,972,061$7,900,232false$2,219,280false0.99
IEC HOLDINGS LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204454148032HEALTHCAREINIUHRelated$2,466,847$3,209,273false$0Yes (true)0.51
INDIANA ENDOSCOPY CENTERS LLC
569 Brookwood Village Ste 901BIRMINGHAMAL35244208398421HEALTHCAREINNA
IUH EWA SURGERY CTR LLC
569 Brookwood Village Ste 901BIRMINGHAMAL35244473102482HEALTHCAREINNA
IUH SAXONY SURGERY CTR LLC
569 Brookwood Village Ste 901BIRMINGHAMAL35244275271091HEALTHCAREINNA
ROC SURGERY LLC
569 Brookwood Village Ste 901BIRMINGHAMAL35244271497960HEALTHCAREINNA
ROCS HOLDINGS LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204454148369HEALTHCAREINIUHRelated$2,247,615$2,055,212false$0Yes (true)0.51
SENATE ST SURGERY CENTER LLC
569 Brookwood Village Ste 901BIRMINGHAMAL35244421709357HEALTHCAREINNA
SSC HOLDINGS LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204464472887HEALTHCAREINIUHRelated$0$0false$0Yes (true)0.51
SSSC HOLDINGS LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204454148167HEALTHCAREINIUHRelated$2,115,832$2,779,413false$0Yes (true)0.51
IU HEALTH FORT WAYNE LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204831224627HEALTHCAREINIUHRelated$22,228,247false$0Yes (true)0.673
BALL OUTPATIENT SUR CTR LLC
569 Brookwood Village Ste 901BIRMINGHAMAL35244270275794HEALTHCAREINNA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdAddress Line2ForeignAddress/AddressLine2Txt
CERBERUS RESIDENTIAL OPPORT INST LTD
190 ELGIN AVENUEGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJIUHC Corporation$108,975$56,236,5780.7550Yes (true)
CHV CAPITAL INC
VENTURE CAPITALIUHC Corporation$16,180$00Yes (true)950 N MERIDIAN STSUITE 800INDIANAPOLISIN46204260752507IN
IU HEALTH 457(B) PLAN
INVESTMENTSIUHTrust$1,225,256$53,418,3501Yes (true)1100 N MARKET STWILMINGTONDE19890476948347IN
IU HEALTH ACO INC
HEALTHCAREIUHC Corporation$26,527,016$36,391,9431Yes (true)950 N MERIDIAN STSUITE 800INDIANAPOLISIN46204454421020IN
IU HEALTH BOARD DESIGNATED TRUST
INVESTMENTSIUHTrust$17,629,205$417,047,7281Yes (true)400 HOWARD STSAN FRANCISCOCA94105306309021IN
IU HEALTH NTGI S&P500 FUND CF
INVESTMENTSIUHTrust$2,809,655$00Yes (true)PO BOX 804358CHICAGOIL60680306298263IN
IU HEALTH PLANS HOLDING COMPANY INC
INSURANCEIUHC Corporation$62,785,460$36,106,2171Yes (true)950 N MERIDIAN STSUITE 800INDIANAPOLISIN46204463794815IN
IU HEALTH PLANS INSURANCE COMPANY
INSURANCENAC CorporationYes (true)950 N MERIDIAN STSUITE 800INDIANAPOLISIN46204811097215IN
IU HEALTH PLANS INC
HMONAC CorporationYes (true)950 N MERIDIAN STSUITE 800INDIANAPOLISIN46204262127080IN
IU HEALTH RISK PURCHASING GROUP INC
INSURANCEIUHC Corporation$0$10,5541Yes (true)151 MEETING STSUITE 301CHARLESTONSC29401260202446IN
IU HEALTH RISK RETENTION GROUP INC
INSURANCEIUHC Corporation$210,458$65,959,8070.98Yes (true)151 MEETING STSUITE 301CHARLESTONSC29401201107674SC
IUH ASSURANCE SPC LTD
PO BOX 69 SOLARIS AVEGRAND CAYMANCJINSURANCECJIUHC Corporation$21,057,519$130,137,3281Yes (true)980395429CAMANA BAY
PROTEUO FUND LP
PO BOX 31106 89 NEXUS WAYGRAND CAYMANCJINVESTMENTSCJIUHC Corporation$14,060,342$246,533,9311Yes (true)981075227CAMANA BAY
BMH MEDICAL PAVILION ASSOCIATION INC
CONDO MANAGEMENTNAC CorporationYes (true)2525 W UNIVERSITY AVEMUNCIEIN47303351858408IN
University Surgeons Inc
Physician ServicesNAC CorporationYes (true)950 N Meridian St Ste 800IndianapolisIN46204202981280IN
Pediatric Surgical Associates Inc
Physician ServicesNAC CorporationYes (true)950 N Meridian St Ste 800IndianapolisIN46204352122922IN
Cardiothoracic Surgeons Inc
Physician ServicesNAC CorporationYes (true)950 N Meridian St Ste 800IndianapolisIN46204351416173IN
University Vascular Surgery Inc
Physician ServicesNAC CorporationYes (true)950 N Meridian St Ste 800IndianapolisIN46204351832370IN
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (73 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
IU HEALTH FRANKFORT HOSPITAL INC
A$192,059FMV
IU HEALTH TIPTON HOSPITAL INC
A$657,308FMV
IU HEALTH WHITE MEMORIAL HOSPITAL INC
A$997,256FMV
IU HEALTH FOUNDATION INC
B$5,408,500FMV
IU HEALTH FOUNDATION INC
C$8,568,873FMV
IU HEALTH ARNETT INC
J$455,649FMV
BELTWAY SURGERY CENTERS LLC
J$676,347FMV
IU HEALTH PLANS INC
J$129,215FMV
IU HEALTH CARE ASSOCIATES INC
J$6,347,706FMV
IU HEALTH PLANS NFP INC
J$216,363FMV
IU HEALTH NORTH HOSPITAL INC
J$2,022,553FMV
ROC SURGERY LLC
J$598,392FMV
IU HEALTH TIPTON HOSPITAL INC
J$207,425FMV
IU HEALTH WEST HOSPITAL INC
J$569,260FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
K$301,309FMV
IU HEALTH FORT WAYNE LLC
K$67,904FMV
IU HEALTH CARE ASSOCIATES INC
K$69,168FMV
IU HEALTH NORTH HOSPITAL INC
K$716,259FMV
IU HEALTH ACO INC
L$320,906FMV
IU HEALTH ARNETT INC
L$77,610,452FMV
IU HEALTH BEDFORD INC
L$12,349,884FMV
IU HEALTH BLACKFORD INC
L$3,847,968FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
L$66,179,264FMV
IU HEALTH BALL MEMORIAL PHYSICIANS INC
L$13,942,382FMV
BALL OUTPATIENT SURGERY CENTER LLC
L$798,190FMV
BELTWAY SURGERY CENTER LLC
L$5,305,089FMV
IU HEALTH BLOOMINGTON INC
L$70,851,997FMV
EAGLE HIGHLANDS SURGERY CENTER LLC
L$1,317,878FMV
IU HEALTH EAST WASH SURG CTR LLC
L$420,116FMV
IU HEALTH FRANKFORT HOSPITAL INC
L$5,791,530FMV
IU HEALTH FORT WAYNE LLC
L$1,114,617FMV
INDIANA UNIVERSITY HEALTH PLANS INC
L$1,083,894FMV
HEALTH VENTURE MANAGEMENT LLC
L$94,053FMV
INDIANA ENDOSCOPY CENTERS LLC
L$680,272FMV
IU HEALTH CARE ASSOCIATES INC
L$151,798,028FMV
IU HEALTH JAY INC
L$8,255,620FMV
METHODIST OCCUPATIONAL HEALTH CENTERS INC
L$409,548FMV
IU HEALTH PLANS NFP INC
L$1,722,547FMV
IU HEALTH NORTH HOSPITAL INC
L$36,881,165FMV
IU HEALTH PAOLI INC
L$5,938,623FMV
ROC SURGERY LLC
L$1,114,433FMV
IU HEALTH RISK RETENTION GROUP INC
L$2,370,444FMV
IU HEALTH SAXONY SURGERY CENTER LLC
L$828,699FMV
SENATE STREET SURGERY CENTER LLC
L$728,120FMV
IU HEALTH TIPTON HOSPITAL INC
L$7,295,960FMV
IU HEALTH WEST HOSPITAL INC
L$38,141,392FMV
IU HEALTH WHITE MEMORIAL HOSPITAL INC
L$5,927,131FMV
IU HEALTH ARNETT INC
M$191,030FMV
IU HEALTH BALL MEMORIAL PHYSICIANS
M$76,850FMV
IU HEALTH BLOOMINGTON INC
M$2,340,397FMV
HEALTH VENTURE MANAGEMENT LLC
M$4,395,327FMV
IU HEALTH CARE ASSOCIATES INC
M$152,906,908FMV
METHODIST OCCUPATIONAL HEALTH CENTERS INC
M$2,040,893FMV
IU HEALTH NORTH HOSPITAL INC
M$366,932FMV
IU HEALTH ARNETT INC
O$266,496FMV
IU HEALTH BEDFORD INC
O$62,822FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
O$354,900FMV
IU HEALTH BALL MEMORIAL PHYSICIANS
O$150,109FMV
BALL OUTPATIENT SURGERY CENTER LLC
O$68,824FMV
IU HEALTH BLOOMINGTON INC
O$1,177,966FMV
IUH ASSURANCE SPC LTD
O$550,000FMV
IU HEALTH TIPTON HOSPITAL INC
O$135,689FMV
IU HEALTH CARE ASSOCIATES INC
O$6,028,761FMV
IU HEALTH NORTH HOSPITAL INC
O$1,417,943FMV
IU HEALTH WHITE MEMORIAL HOSPITAL INC
O$106,912FMV
IUH ASSURANCE SPC LTD
R$4,438,413FMV
IU HEALTH RISK RETENTION GROUP INC
R$7,880,983FMV
BOSC HOLDINGS LLC
S$1,199,520FMV
BSC HOLDINGS LLC
S$31,475,582FMV
IEC HOLDINGS LLC
S$2,958,638FMV
ROCS HOLDINGS LLC
S$2,463,300FMV
SSSC HOLDINGS LLC
S$2,771,442FMV
IU HEALTH BMH FOUNDATION INC
B$10,000,000FMV