2021-11-15T18:33:58-06:00 2020-12-31 350921680 CROWE LLP 135 N Pennsylvania Street Suite 200 Indianapolis IN 462042407 990 2020-01-01 351786005 Rehabilitation Hospital of Indiana Inc REHA 3173292000 4141 Shore Drive Indianapolis IN 462542607 Marjorie Basey CFO 2021-11-15 true Marjorie Basey 999009999 Brittney Kocaj P01320603 3176321100 2020 2022-09-23 18:48:47Z DANIEL B WOLOSZYN 4141 Shore Drive Indianapolis IN 462542607 48503901 false X WWW.RHIREHAB.COM X 1989 IN The primary focus of the Rehabilitation Hospital of Indiana is to deliver acute inpatient and outpatient rehabilitation services to the residents of Central Indiana regardless of their ability to pay. 4 4 538 34 0 0 1480710 46045967 46184607 383951 147674 1029366 686764 47459284 48499755 1977 0 32300826 33549786 0 0 14072069 13245673 46372895 46797436 1086389 1702319 32858731 34781466 17873590 18042061 14985141 16739405 Rehabilitation Hospital of Indiana (RHI) is an acute care rehabilitation hospital for inpatient and outpatient rehabilitation. RHI specializes in brain injury, spinal cord injury, stroke, and comprehensive medical rehabilitation for injuries or illnesses resulting in loss of function. (CONTINUED ON SCHEDULE O) false false 15358246 18399245 REHABILITATION NURSING: REHABILITATION NURSES WORK TO REINFORCE HEALING TECHNIQUES BY ENCOURAGING PATIENTS TO PRACTICE WHAT THEY LEARN IN THERAPY. THE NURSES AT REHABILITATION HOSPITAL, INC. HAVE A STRONG BACKGROUND IN MEDICAL-SURGICAL NURSING AND MANY HAVE HAD EXTENSIVE EXPERIENCE IN THE CRITICAL CARE AND ACUTE REHAB SETTING. 11173704 1977 8885513 OTHER PROGRAMS INCLUDE: CLINICAL RESOURCE FACILITATION, RESEARCH GRANTS, ANCILLARY SERVICES WHICH CONSISTS OF ,LAB, EKG, RADIOLOGY, PHARMACY, CENTRAL SUPPLIES, NEUROPSYCHOLOGY, NUTRITION, RESPIRATORY THERAPY, MEDICAL SERVICES (CLINICS), AND DIETARY SERVICES. OUR INTERNS & MEDICAL RESIDENTS PROGRAM REPRESENTS AN EDUCATIONAL PROGRAM TO TRAIN MEDICAL RESIDENTS IN THE ACUTE REHAB SETTING. THE SERVICES PROVIDED WITH CARE COLLABRATION HELPS THE PATIENT AND FAMILY THROUGH THERAPY, COUNSELING, AND EDUCATION. 9451054 19443572 THERAPY SERVICES: THERAPY IS A KEY COMPONENT OF A PATIENT'S RECOVERY AND INCLUDES PHYSICAL, OCCUPATIONAL, SPEECH, AND RECREATIONAL THERAPY. THE THERAPY PROGRAM'S PURPOSE IS TO DEVELOP A COMPREHENSIVE PLAN TO HELP PATIENTS BECOME INDEPENDENTLY CAPABLE IN THEIR EVERYDAY LIVES TO THE EXTENT POSSIBLE BASED ON THEIR INDIVIDUAL CIRCUMSTANCES. ADDITIONALLY, THE OVERALL GOAL IS TO HELP BUILD STRENGTH AND ENDURANCE BY USING VARIOUS TECHNIQUES AND SPECIALIZED EQUIPMENT. 35983004 true false false true false false false false false true false false false true true false true false false false false false false false false true true false false true true false false false false false false false false false false false false false false false true true true false false true 48 0 true 538 true false false false false false false false false false false false false X 4 4 false false false false true true true true true false false true true true true true true true true false IN X Marjorie Basey 3173292195 4141 SHORE DRIVE Indianapolis IN 462542607 CHERYL HARMON BOARD CHAIR (SERVICE ENDED 6/30/20) 1.0 0 X X 0 0 0 HAROLD BERFIEND BOARD MEMBER (CHAIR AS OF 7/1/2020) 1.0 0 X X 0 0 0 RYAN NAGY BOARD VICE CHAIR/SECRETARY 1.0 0 X X 0 0 0 MARY MYERS BOARD MEMBER 1.0 0 X 0 0 0 TERRY METZGER BOARD MEMBER (AS OF 7/16/2020) 1.0 0 X 0 0 0 DANIEL B WOLOSZYN CEO 40.0 1.0 X 432178 0 46792 MARJORIE R BASEY CFO 40.0 0 X 187237 0 17261 MONTE M SPENCE COO 40.0 0 X 230117 0 41430 JEAN BARSKE Chief Strategy & Business Development Officer 40.0 0 X 165203 0 39887 JOSHUA M HALON CHIEF NURSING OFFICER 40.0 0 X 177855 0 28455 GARY SKINNER DIRECTOR OF IT 40.0 0 X 162578 0 18246 JONI G BROWN EXECUTIVE DIRECTOR OF HUMAN RESOURCES (UNTIL 12/19/2020) 40.0 0 X 245830 0 22867 LANCE E TREXLER Executive Director of Rehabilitation Neuropsych 40.0 0 X 191275 0 37179 MARY C ESCALANTE PHARMACY & ANCILLARY DIRECTOR 40.0 0 X 179433 0 22252 PETER A BISBECOS EXECUTIVE DIRECTOR OF NEUROPATH 40.0 0 X 165724 0 15876 2137430 0 290245 48 false true false Summit Construction Co Inc 1107 Burdsal Parkway Indianapolis IN 46208 Construction 1860377 Sullivan & Poore Inc 3818 Prospect Street INDIANAPOLIS IN 46203 MECHANICAL CONTRACTOR 1284650 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 152516170 DIETARY SERVICES 923807 MEDXCEL FACILITIES MANAGEMENT LLC 5451 LAKEVIEW PARKWAY S DRIVE INDIANAPOLIS IN 46268 FACILITIES SERVICES 900923 CERNER CORPORATION 2800 ROCK CREEK PKWY KANSAS CITY MO 64117 HEALTH INFORMATION AND EHR TECHNOLOGY 812737 19 39455 1441255 24955 1480710 NET PATIENT SERVICE REVENUE 623000 45024225 45024225 MANAGEMENT FEE 900099 147868 147868 PHYSICIAN SERVICE REVENUE 621990 1400 1400 PHARMACY REVENUE 446110 1011114 1011114 0 0 0 0 46184607 149376 149376 2500 2444 56 0 56 56 1702 0 -1702 -1702 -1702 RESEARCH GRANT "SERVICES STUDY" 561700 497620 497620 CAFETERIA REVENUE 722514 142985 142985 REBATE REVENUE 900099 43393 43393 2710 2710 0 0 686708 48499755 46728330 0 290715 X 1977 1977 1366415 471999 894416 0 27254369 20744354 6510015 666896 596645 70251 2272306 2032940 239366 1989800 1780193 209607 48772 48772 112589 112589 45602 45602 5238684 2981555 2257129 0 240853 192682 48171 83230 66584 16646 1083941 699335 384606 68205 54564 13641 43187 34550 8637 305274 305274 1882410 1882410 2928 2342 586 MEDICAL SUPPLIES/EQUIPMENT 3748987 3748987 LICENSES AND FEES 229963 229963 DUES AND SUBSCRIPTIONS 111048 111048 0 0 0 0 46797436 35983004 10814432 0 3164 3165 12989449 11152801 5816920 5973907 0 0 0 0 192088 272599 1319784 608373 44606476 29561338 11680238 15045138 280 281 0 0 856808 1725202 32858731 34781466 5277653 6218175 11406365 10578841 0 0 1189572 1245045 17873590 18042061 X 14985141 16739405 14985141 16739405 32858731 34781466 1702319 51945 0 X false true X true false X false false false false false false false false true 45602 45602 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY RHI IS A MEMBER OF THE AMERICAN MEDICAL REHABILITATION PROVIDERS ASSOCIATION (AMRPA). THROUGH THE MEMBERSHIP, LOBBYING ACTIVITIES ARE INCLUDED. RHI ALSO UTILIZES ICE MILLER TO ASSIST WITH RATE AND PAYMENT ISSUES WITH THE STATE OF INDIANA. 2506638 2506638 18771821 14298939 4472882 205018 172191 32827 17745909 14773977 2971932 5377090 316231 5060859 15045138 Estimated Third-party settlements 1245045 Interest Rate Swap Liability 0 1245045 X 48554144 51945 0 51945 48502199 -2444 -2444 48499755 46799880 2444 2444 46797436 0 0 46797436 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Hospital is a not-for-profit corporation pursuant to Section 501(c)(3) of the Internal Revenue Code and is exempt from income taxes on related income pursuant to Section 501(a). Accordingly, no provision for income taxes is required for the Hospital in the consolidated financial statements. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The Hospital is no longer subject to examination by U.S. federal taxing authorities for years before 2014 and for all state income taxes through 2015. The Hospital does not expect the total amount of unrecognized tax positions to significantly change in the next 12 months. The Hospital would recognize interest and/or penalties related to income tax matters in income tax expense. The Hospital has no amounts accrued for interest or penalties as of December 31, 2020 and 2019. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements RENT EXPENSE RECLASS - -2444 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 RENT EXPENSE RECLASS - 2444 true true X true X true X true true false true true 32645 32645 0.0007 9490776 8027801 1462975 0.0313 0 0.0 0 0 9523421 8027801 1495620 0.0320 7 176 37806 8397 29409 0.0006 1 14 255571 255571 0.0055 0 0.0 1 0 79420 79420 0.0017 5 10535 4705 4705 0.0001 14 10725 377502 8397 369105 0.0079 14 10725 9900923 8036198 1864725 0.0398 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 false 0 11811776 13464821 -1653045 X true true 1 1 REHABILITATION HOSPITAL OF INDIANA 4141 Shore Drive Indianapolis IN 46254 www.rhirehab.com 22-005971-1 X X Acute Rehabilitation REHABILITATION HOSPITAL OF INDIANA 1 false false true X X X X X X X X X 18 true true false true X https://www.rhirehab.com/about-us/rhi-in-the-community/ X true 18 true https://www.rhirehab.com/about-us/rhi-in-the-community/ false true X 200.0 400.0 X X true true X X X true X https://www.rhirehab.com/becoming-our-patient/billing-financial-assistance/ X https://www.rhirehab.com/becoming-our-patient/billing-financial-assistance/ X https://www.rhirehab.com/becoming-our-patient/billing-financial-assistance/ X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E Drug and Alcohol Abuse * Both drug and alcohol abuse contribute to accidents and injuries (Focus Group, Other Assessments). Alcohol use is a contributing factor to one out of every four spinal cord injuries (Other Assessments). * The opioid crisis, and other forms of drug and substance abuse, were identified by community members as particularly significant (Community Survey, Community Meetings, Interviews). * Drug and substance abuse also have been identified as top concerns in Marion County and across Indiana in other assessments, including Indiana's State Health Improvement Plan (Other Assessments). * Drug overdoses are known to be a factor in Traumatic Brain Injury (Focus Group, Other Assessments). Obesity and Diabetes * Obesity and diabetes are known risk factors for stroke and also contribute to risks associated with falls and other injuries (Other Assessments). * Individuals providing input identified obesity as a top concern (Community Meetings, Community Survey, Interviews). * Marion County and Indiana obesity rates are comparatively high (Exhibits 22, 34). * Marion County has a comparatively poor food environment index, indicating that access to healthy food is more challenging in the county than in the U.S. (Exhibit 22). * According to State of Obesity, 2017 (a Robert Wood Johnson Foundation Initiative) Indiana has the 12th highest adult obesity rate in the nation, and the ninth highest childhood obesity and overweight rate. About 12 percent of Indiana adults have diabetes, the 11th highest rate in the U.S. (Other Assessments). * Physical inactivity, a lack of access to exercise opportunities, and food insecurity are contributing factors (Exhibits 22, 23, Community Meetings, Interviews). Smoking * Smoking is a known risk factor for stroke (Focus Group, Other Assessments). * Smoking rates in Marion County and Indiana as a whole are comparatively high, including among pregnant women and lower-income residents (Exhibits 22, 25B). * Community survey respondents indicated that tobacco use is among the most significant community health needs in Marion County and across Indiana (Community Survey). * Other assessments, including Indiana's State Health Assessment, have identified tobacco use as a significant concern (Other Assessments). Social Determinants of Health * Marion County's poverty rate is above the Indiana average, and is particularly high for Black and Hispanic (or Latino) residents (Exhibits 15, 16). Poverty was identified as a significant community health problem by participants of all three Marion County community meetings (Community Meetings). Poverty also was described as a contributing factor to food insecurity (Interviews, Focus Group). * Smoking, obesity, diabetes, physical inactivity and other risk factors for stroke are more prevalent in lower-income groups (Exhibit 25). * Educational achievement (high school graduation rate) in Marion County is below the U.S. average (Exhibit 22). A lack of educational achievement complicates efforts to assure community members are aware of stroke and injury prevention strategies (Focus Group). Violence and Injuries * Violence and crime have been identified as causal factors for injuries (including Traumatic Brain Injury and Spinal Cord Injury) (Focus Group, Other Assessments). * Violent crime rates in Marion County are well above Indiana-wide averages (Exhibits 20, 22) and were identified as a top concern by community survey respondents (Community Survey) and during community meetings and interviews (Community Meetings, Interviews). * Marion County's rate of mortality from injuries is above average (Exhibits 22, 24). * Participants in one of three community meetings held in Marion County identified injury prevention as a top concern (Community Meetings). Other State-wide Concerns * The Indiana State Department of Health indicates that the state needs a better-integrated, statewide trauma system to help address increasing death rates from falls and problems posed by injury (e.g., motor vehicle accidents) particularly in rural areas (Other Assessments). * Primary care physicians and hospitalists could use additional training regarding how to diagnose Traumatic Brain Injury and assure patients are referred to needed services (Focus Group). * According to America's Health Rankings, Indiana ranks 44th (out of 50 states) for "high cholesterol" and 43rd for "cholesterol checks." These factors likely are contributing for Indiana's overall ranking for stroke, which is 41st in the nation (Exhibit 37). Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - REHABILITATION HOSPITAL OF INDIANA, INC.. 2018 CHNA. For the 2018 Community Health Needs Assessment, RHI collaborated with IU Health who 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. Additional IU Health collaborators included: * Indiana University Health - Community Outreach and Engagement Department. RHI along with IU Health collected comments and surveys of residents of the community at large through a web-based site and utilizing paper copies accessible at clinics and other settings, with special emphasis to garner input from low income, uninsured, or minority groups. Between May 7 and 9, 2018, three meetings of community representatives were held in Indianapolis, the county seat of Marion County. The meetings were sponsored by IU Health and Community Health Network to obtain community input and help identify significant community health needs in Marion County. Results of the community meetings (and of key stakeholder interviews and the community survey) were shared with RHI. In total, the community meetings were attended by 42 individuals 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, non-profit 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 RHI 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 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 each consider to be most significant. From that process, each of the groups identified the needs shown in the following table as most significant for Marion County. IU Health/RHI representatives compiled the survey results, health indicator data and focus group priorities and, implementing the Hanlon Method, identified the top five needs. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - REHABILITATION HOSPITAL OF INDIANA, INC.. The 2018 Community Health Needs Assessment (CHNA) was conducted as a collaborative effort involving RHI, IU Health, Community Health Network, Franciscan Alliance and St. Vincent Health. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - REHABILITATION HOSPITAL OF INDIANA. The impact of the coronavirus (COVID-19) pandemic, a declared national and state public health emergency, has been felt by all individuals on both personal and professional levels. From a community benefit perspective, RHI had to cancel or postpone several of our outreach initiatives for 2020. The state of Indiana and RHI coronavirus response requirements have limited or completely prohibited certain interactions between individuals for safety reasons. Schools were forced to shut their doors and students were not allowed to attend in classroom instruction. Although a number of our community initiatives were forced to be placed on temporary hold because program success is built on in-person interactions, we were still able to provide some very impactful community benefits. Obesity and Diabetes Health and Wellness Program: On January 8th and 9th of 2020, RHI team members involved in the development of the Health and Wellness Program volunteered their time to provide education sessions to 4th through 6th graders at Jonathon Jennings Elementary School 109. These sessions covered education on how physical activity can reduce the risk and prevent Obesity, Type II Diabetes, and Heart Disease. The team members incorporated activities within the education to help the students understand the correlation between different physical activities, activity minutes and steps. The activities consisted of jogging in place, jump rope, and dance. Weekly exercise charts were created and distributed to the students during the education sessions for a 3 month activity challenge with their teachers. The students were instructed to record their daily activity minutes on the chart and turn them in weekly to their teacher. The classroom winners, including teachers, were allowed to wear gym clothes/active wear for one day at the end of each month. In February 2020, 165 pedometers were provided for students and staff to incorporate and monitor steps for the activity challenge. RHI Sports Community Fitness Program: This program occurred twice weekly in January and February at our main hospital location. In recognizing that an individual with a disability needs to continue leading a healthy lifestyle, RHI makes the therapy gym and specialized equipment available at no cost to all members of the community that have a physical disability. Additionally, the program is supported by RHI therapy volunteers that provide participant instruction and equipment set-up as needed at each session. RHI believes this program is important in helping those with disabilities stay active and fit. While the COVID pandemic caused us to pause the program beginning in March, we did have a total attendance of 107 over 15 Fitness Program sessions in the first two months of 2020. Social Determinants of Health Winter Volunteer Reading Program : A big THANK YOU to our RHI employees for the time, energy and effort each demonstrated while participating in the Winter Volunteer Reading Program at Jonathan Jennings Elementary School 109. This was a six-week community benefit initiative that focused on supporting the local school to improve educational opportunities for students. Our volunteers committed to spending an hour each Wednesday afternoon assisting teachers and the 85 students comprising the 2nd and 3rd grade classrooms with reading, journaling, and other lesson planning activities. Reading volunteers truly make a difference. Educational research supports the idea that children who are involved in programs with adult reading volunteers improve their school success including increased school attendance, a major predictor of graduation rates. The Winter Reading Program volunteers were truly "All Stars" in carrying the RHI mission outside the walls of our hospital to impact the specific identified needs of our community. Junior Achievement JobSparks : On September 22nd and 23rd more than 10,200 8th graders logged on and tuned in to over 300 live demonstrations, Q&A panels with professionals, pre-recorded videos and interactive activities that opened their eyes to the thousands of jobs and career paths out there that align with their individual interests and unique skills. It was truly amazing to be a part of the engagement between students and volunteers in this virtual world. The focus of this two-day career event is to offer Marion County 8th graders insights into real-life jobs and careers, salary and educational requirements, what it is like to work in a certain industry, and, and most importantly, inspire students in what they can aspire to professionally. Research has shown that when a student has a real idea of what they want to do after high school, they are much more likely to stay in school and graduate. RHI again joined forces with other local hospitals and organizations to volunteer in the Health and Life Sciences Cluster. The COVID pandemic forced a shift of this year's event from an "in person, hands on" experience to a student focused, virtual, online environment. RHI therapy participation included sharing an interactive, educational video highlighting the field of occupational therapy and "sparking" an interest for a number of students potentially interested in future careers in rehabilitation. Student Book Gifting Program: RHI was proud to implement this program with the 5th and 6th grade students and teachers at Jonathan Jennings Elementary School 109. Research suggests that students who read have increased success both inside and out of the classroom. The focus is to ensure that children, regardless of family income levels, have access to new books that can promote positive home literacy environments, children's attitudes toward reading, and early literacy skills. RHI purchased a total of 256 new, age-appropriate books for the 82 students and 3 teachers that comprise the 5th and 6th grades at IPS School 109. These are books that they can call their own. Our hospital looks forward to continuing our support of the various reading and educational programs that facilitate academic achievement in Marion County. Schedule H, Part V, Section B, Line 21 Facility , 1 Facility , 1 - REHABILITATION HOSPITAL OF INDIANA, INC.. RHI is not a general acute care hospital/facility nor is RHI equipped to provide care to patients with urgent care needs. RHI is a specialty provider of rehabilitation services such as Physical, Occupational and Speech Therapy. 2 RHI - CARMEL 12425 OLD MERIDIAN STREET SUITE B2 CARMEL IN 46032 OUTPATIENT FACILITY RHI NEUROREHABILITATION CENTER (NBIC) 9531 VALPARAISO COURT INDIANAPOLIS IN 46268 OUTPATIENT REHABILITATION FACILITY Schedule H, Part I Line 7 Table Cost-to-charge ratios were used for charity care costs, patient care costs, unreimbursed Medicaid and other means tested government programs. RHI used the worksheets provided in the IRS instructions. All other costs are direct costs (community health improvement services, health professions education, research, cash contributions). Schedule H, Part III, Line 3 Bad Debt Expense Methodology The organization does not report any portion of bad debt as community benefit and chooses not to estimate for purposes of Part III, Section A, Line 3 the amount of bad debt attributable to patients that may be eligible under the organization's financial assistance policy. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote Footnote to the Audited Financial Statement. The Hospital also provides services to uninsured patients, and offers those uninsured patients a discount, either by policy or law, from standard charges. The Hospital estimates the transaction price for patients with deductibles and coinsurance, and from those who are uninsured, based on historical experience and current market conditions. The initial estimate of the transaction price is determined by reducing the standard charge by any contractual adjustments, discounts, and implicit price concessions. Subsequent changes to the estimate of the transaction price are generally recorded as adjustments to patient service revenue in the period of the change. For the years ending December 31, 2020 and 2019, no significant adjustments to revenue were recognized due to changes in the estimates of implicit price concessions for performance obligations satisfied in prior years. Subsequent changes that are determined to be the result of an adverse change in the patient's ability to pay are recorded as bad debt expense. For receivable associated with self-pay patients (which includes both patients without insurance and patients with deductible and copayment balances due for which third party coverage exists for part for the bill), a significant allowance for doubtful accounts is recorded on the basis of historical experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are finically responsible. An estimate of the differences between contracted rates and amounts actually collected, after all reasonable collection efforts have been exhausted, is charged to the provision for bad debts and credited to the allowance for doubtful accounts. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs Any cost incurred for treatment of a patient in which the total amount of revenue was not collected, is reported as a shortfall. By continuing to treat patient eligible for Medicare, hospitals alleviate the federal government's burden for directly providing medical services. The shortfall is due to continued cuts in Medicare reimbursement while RHI continues to invest in state-of the-art equipment and facilities to meet the challenging healthcare needs of the community. Medicare allowable costs were determined based on the cost to charge ratio from the FY 2020 Medicare cost report. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance The Hospital's collection policy contains provisions on practices to be followed for patients who are known to qualify for financial assistance. The collection policy states that RHI will not engage in extraordinary collection actions before making reasonable efforts to determine whether a patient is eligible for assistance under RHI's Financial Assistance Policy. Schedule H, Part V, Section B, Line 16a FAP website - REHABILITATION HOSPITAL OF INDIANA: Line 16a URL: https://www.rhirehab.com/becoming-our-patient/billing-financial-assistance/; Schedule H, Part V, Section B, Line 16b FAP Application website - REHABILITATION HOSPITAL OF INDIANA: Line 16b URL: https://www.rhirehab.com/becoming-our-patient/billing-financial-assistance/; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - REHABILITATION HOSPITAL OF INDIANA: Line 16c URL: https://www.rhirehab.com/becoming-our-patient/billing-financial-assistance/; Schedule H, Part VI, Line 2 Needs assessment 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. Additional IU Health collaborators included: * Indiana University Health - Community Outreach and Engagement Department. Federal regulations allow hospital facilities to define the community they serve based on "all of the relevant facts and circumstances," including the "geographic location" served by the hospital facility, "target populations served" (e.g., children, women, or the aged), and/or the hospital facility's principal functions (e.g., focus on a particular specialty area or targeted disease). Accordingly, this CHNA focuses on community health issues relevant to rehabilitation services. In assessing community health needs relevant to RHI, the following statistics are important to understand: * Patients most often are admitted to RHI as a result of stroke, Traumatic Brain Injury (TBI), Spinal Cord Injury (SCI), major trauma, cardiac events, amputations, other orthopedic conditions, and other issues for which rehabilitation services are medically necessary. * About 94 percent of admissions to RHI are for patients transferred from an acute medical/surgical hospital. Many patients first are seen in hospital emergency rooms and trauma centers, then are admitted to acute medical/surgical hospitals, and then are transferred to RHI to receive intensive rehabilitation services. * RHI provides both inpatient and outpatient services. Outpatient care is provided at the main hospital site and at two other locations (Indianapolis and Carmel, Indiana). For RHI, surveys were received from 359 community households. According to the responses, these households included 644 adults. This CHNA relies on multiple data sources and community input gathered between February 2018 and August 2018. Several data limitations should be recognized when interpreting results. For example, some data (e.g., County Health Rankings, Community Health Status Indicators, mortality data, and others) exist only at a county-wide level of detail. Those data sources do not allow assessing health needs at a more granular level of detail, such as by ZIP code or census tract. Secondary data upon which this assessment relies measure community health in prior years and may not reflect current conditions. The impacts of recent public policy developments, changes in the economy, and other community developments are not yet reflected in those data sets. The findings of this CHNA may differ from those of others that assessed this community. Differences in data sources, geographic areas assessed (e.g., hospital service areas versus counties or cities), interview questions, and prioritization processes can contribute to differences in findings. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Patients are informed about financial assistance before admissions by the clinical liaison. This occurs when the patient is at the general acute care hospital before transferring to RHI. Patients are also informed of financial assistance with signage that is located throughout hospital. The patient is informed during registration by the admissions representative and a summary of the financial assistance policy is included in each admission packet. During the patient's stay, the Care Coordinator will work with the patient in completing the financial assistance application. The Care Coordinator will continue to work with the patients after discharge, if the situation requires. Patients receive a summary of the FAP with all statements. RHI also mails a summary of the policy along with a financial assistance application to any uninsured patient that has a balance on his/her account. RHI also publicizes its FAP on the hospital web site. RHI provides representatives to assist patients with the financial assistance process Monday through Friday from 8am to 5pm. Schedule H, Part VI, Line 4 Community information RHI provides a range of services for patients from central Indiana and across the State of Indiana. For purposes of this CHNA, RHI's "local community" is defined as Marion County, Indiana. Marion County accounted for approximately 47 percent of the hospital's inpatient cases in 2017. The total population of the county in 2015 was 938,058. RHI also serves the State of Indiana as a whole. Accordingly, this CHNA also considers relevant community health needs across the entire state. The total population of the state in 2015 was 6,612,768. As permitted by federal regulations, this CHNA also focuses on community health issues relevant to rehabilitation services. The above narrative comes from the 2018 CHNA. In 2021, the CHNA will be updated and at that time the narrative above will reflect those changes. Schedule H, Part VI, Line 5 Promotion of community health A majority of the organization's governing body is comprised of persons who reside in the Organization's primary service area who are neither employees nor independent Contractors of the organization, nor family members thereof. The organization extends medical staff privileges to all qualified physicians in its community for some or all of its departments or specialties. Our hospital applies surplus funds to fund improvements in patient care, medical education and research, rhi partners with indiana university, iu health, and iupui in various research activities to advance the research efforts and to provide evidence-based medicine for those in need. Rhi also devotes time, efforts, resources and financial support to a resident program in collaboration with indiana university physical medicine and rehabilitation. Rhi offers free monthly support groups related to stroke, brain injury, and spinal cord Injury providing education, training and coping skills to both survivors and their Caregivers. Additionally, these programs help to decrease social isolation and increase Support in the community Schedule H, Part VI, Line 6 Affiliated health care system RHI is owned by two major health systems; 1) IU Health, Inc. and 2) St. Vincent Health. IU Health, Inc. is the majority owner of RHI. RHI works primarily with the IU Health system on various activities to address the community needs. Schedule H, Part VI, Line 7 State filing of community benefit report IN X X X true false false false false false false false false MARJORIE R BASEY CFO 166543 0 16531 0 4163 0 7740 0 9521 0 204498 0 0 0 MONTE M SPENCE COO 199898 0 19724 0 10495 0 9234 0 32196 0 271547 0 0 0 DANIEL B WOLOSZYN CEO 362634 0 49226 0 20318 0 16925 0 29867 0 478970 0 0 0 JEAN BARSKE Chief Strategy & Business Development Officer 149373 0 15540 0 290 0 7138 0 32749 0 205090 0 0 0 JOSHUA M HALON CHIEF NURSING OFFICER 158233 0 15751 0 3871 0 6203 0 22252 0 206310 0 0 0 PETER A BISBECOS EXECUTIVE DIRECTOR OF NEUROPATH 150346 0 14841 0 537 0 6820 0 9056 0 181600 0 0 0 JONI G BROWN EXECUTIVE DIRECTOR OF HUMAN RESOURCES (UNTIL 12/19/2020) 111639 0 12978 0 121213 0 7397 0 15470 0 268697 0 0 0 MARY C ESCALANTE PHARMACY & ANCILLARY DIRECTOR 163369 0 8579 0 7485 0 0 0 22252 0 201685 0 0 0 GARY SKINNER DIRECTOR OF IT 152619 0 3088 0 6871 0 6040 0 12206 0 180824 0 0 0 LANCE E TREXLER Executive Director of Rehabilitation Neuropsych 173138 0 17106 0 1031 0 7978 0 29201 0 228454 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment JONI BROWN, EXECUTIVE DIRECTOR OF HUMAN RESOURCES RECEIVED $97,174 OF SEVERANCE PAYMENTS DURING 2020. THE SEVERANCE CONDITIONS WERE PART OF THE ORIGINAL EMPLOYMENT AGREEMENT AND STATED THAT THE EMPLOYEE MUST COMPLY AND COMPLETE CERTAIN RESPONSIBILITIES WITHIN A CERTAIN TIME PERIOD. IF THESE ITEMS WERE COMPLETED, THE EMPLOYEE WOULD BE ENTITLED TO THE SEVERANCE PACKAGE. A INDIANA FINANCE AUTHORITY 351602316 000000000 2016-10-31 14235000 SEE SCHEDULE K PART VI false false false A 3600000 0 14235000 0 0 0 0 0 14235000 0 2016 true false true true A false true true true false 0.0008 0.0 0.0008 false false true A false false true false false false false false false true A true Schedule K, Part III, Line 3a Private Business Use NONE OF THE MANAGEMENT AGREEMENTS RESULT IN PRIVATE BUSINESS USE. Schedule K, Part III, Line 2 Private Business Use The organization leases space to contract physicians and this leased space is included in Part III, Line 4, Private Business Use. Schedule K, Part III, Line 9 Written Procedures The organization adopted written procedures in 2014. The organization ensures all nonqualified bonds (if any) of the issue are remediated in accordance with the associated regulations. The organization strives to stay abreast of federal regulations and considers the repercussions of all significant activities which could foreseeably have an impact on the organization's tax exempt bonds and the associated federal tax regulations. Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE THE SERIES 2011 BONDS WERE REISSUED ON OCTOBER 31, 2016. THE SERIES 2011 BONDS WERE ORIGINALLY ISSUED ON NOVEMBER 10, 2011 IN ORDER TO PROVIDE FUNDING FOR THE CONSTRUCTION & RENOVATION OF BUILDINGS AND STRUCTURES AND THE PURCHASE OF NEW EQUIPMENT. ADDITIONALLY, THE SERIES 2011 BONDS WERE ISSUED IN ORDER TO REFUND THE SERIES 1990 BONDS. THE SERIES 1990 BONDS WERE ISSUED ON NOVEMBER 1, 1990. Form 990, Part III, Line 1 MISSION RHI's individualized approach to each patient is the results of a collective effort of trained and compassionate team members who value the quality of life. It is the right kind of treatment- inpatient, outpatient and follow up services- provided under the same roof. Form 990, Part VI, Line 6 Classes of members or stockholders The Not-for-profit corporations St. Vincent Health, Inc. and Indiana University Health, Inc. are the corporate members of RHI. There are 2 classes of membership: Class A and Class B. The class A member is St. Vincent Health and the class B member is Indiana University Health, Inc. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Each of the corporate members has the right to appoint 50% of the members of the RHI board of Directors. The class A member, St. Vincent Health, has the right to appoint all class A directors; the class B member, Indiana University Health, Inc. has the right to appoint all class B directors. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The following matters require the joint approval of the two corporate members of the Hospital: 1. Approve, interpret and change any statement of mission, philosophy, role and purpose of RHI. 2. Approve and amend bylaws and articles of incorporation. 3. Fix the number of Directors of RHI. The appointment, election or removal of any class A director shall require the approval of the class A member and the appointment, election or removal of any class B director shall require the approval of the class B member. 4. Approve the merger, dissolution, consolidation or reorganization of RHI. 5. Approve the formation of other entities by RHI. 6. Approve the acquisition, sale, lease, transfer or other alienation of property of RHI, other than in the usual and regular course of RHI's business, when such acquisition, sale, lease, transfer or other alienation meets specified financial levels set in accordance with policies established from time to time by the class A and class B members. 7. Approve capital and operating budgets of RHI. 8. Approve debt incurred by RHI which is in excess of such limits as are established by the Class A and Class B Corporate Members. 9. Approve the disposition of the assets of RHI at the time of its dissolution. 10. Establish (i) policy concerning quality of care and services or (ii) policy and procedures concerning finance and resources for RHI, which are inconsistent with policies established by the Class A and Class B Corporate Members. 11. Approve the long-range financial and strategic plans for RHI. 12. Approve an internal auditing program for RHI, which is inconsistent with the internal auditing program established by the Class A and Class B Corporate Members. 13. Appoint or remove the Chief Executive Officer of RHI provided, however, that the Class A and Class B Corporate Members shall confer with the Board of Directors concerning the appointment or removal of the Chief Executive Officer. 14. Approve the policy pertaining to the evaluation of the Chief Executive Officer of RHI. 15. Appoint or remove the Medical Director. 16. Take any action which would be inconsistent with the governing documents or policies of the Class A or Class B Corporate Members. Form 990, Part VI, Line 11b Review of form 990 by governing body First, a detailed review of the 990 is performed by management and by IU Health. Then, the final Form 990 is sent to the entire board prior to filing the return with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy Annually, all employees and board members are required to complete a conflict of interest form. The CEO and Chairman of the board review the conflict of interest forms completed by the board members and the Director of Human Resources reviews conflict of interest forms completed by employees. If, during a board meeting, there is an action item that presents a formal conflict, the interested person would be asked to recuse himself/herself from the vote. This recusal would be documented in the minutes. If a key employee discloses a potential conflict, that person is removed from the decision-making process for transactions related to that conflict. Form 990, Part VI, Line 15a Process to establish compensation of top management official The salary for the CEO is defined in the written hiring agreement which is approved by the Board of Directors. Annual performance goals are determined and set by the chairman of the board. Salary increases and performance bonuses are determined based upon performance and the attainment of these goals. The tool used to evaluate the CEO's annual performance and pay is based on the accomplishment of these approved goals and objectives. The evaluation of performance and goals is completed by the Chair and Vice Chair of the Board annually and is performed in the Executive Session of the annual board meeting. The combination of CEO goal reviews, hospital average merit increases projected, and the yearly governing body evaluation are used in executive session that will align with 1. CEO merit increase and 2. Bonus approval. The evaluation/approvals are documented by the Chairman of the Board. In addition, RHI Human Resources obtains a Compensation survey/study annually which is used to evaluate the compensation of RHI staff including the CEO. Form 990, Part VI, Line 15b Process to establish compensation of other employees The administrative officers' compensation is evaluated annually based on the Hospital's standard performance review system and based on the performance of annual goals. Annual goals for each officer are recommended by the CEO and approved by the Board of Directors. Salary increases and performance bonuses are determined based upon performance and goals. The CEO reviews and evaluates the annual performance of each administrative officer and recommends a performance rating based on the Hospital's standard performance review system. This is documented in the HR/personnel files. The CEO also reviews and evaluates the performance of each officer as it relates to the assigned annual goals. The annual evaluation of performance goals is taken to the Chair of the Board to review and approve in an executive session of the annual board meeting. This is documented by the Chairman of the Board. In addition, RHI Human Resources obtains a Compensation survey/study annually which is used to evaluate the compensation of RHI staff including the administrative officers. Form 990, Part VI, Line 19 Required documents available to the public Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104; these documents are not available to the public at this time. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue MISCELLANEOUS REVENUE - Total Revenue: 2710, Related or Exempt Function Revenue: 2710, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees CONTRACT LABOR - Total Expense: 125533, Program Service Expense: 123115, Management and General Expenses: 2418, Fundraising Expenses: ; PHYSICIAN FEES - Total Expense: 608510, Program Service Expense: 608510, Management and General Expenses: , Fundraising Expenses: ; CONSULTING - Total Expense: 7800, Program Service Expense: 7800, Management and General Expenses: , Fundraising Expenses: ; SERVICE CONTRACTS - Total Expense: 4249919, Program Service Expense: 2076222, Management and General Expenses: 2173697, Fundraising Expenses: ; COLLECTION/PT TRANSPORT - Total Expense: 246922, Program Service Expense: 165908, Management and General Expenses: 81014, Fundraising Expenses: ; RHI FOUNDATION INC 4141 SHORE DRIVE INDIANAPOLIS IN 46254 351932349 TO SUPPORT REHABILITATION HOSPITAL OF INDIANA IN 501(c)(3) Type I REHABILITATION HOSPITAL OF INDIANA INC true false false false false false false false false false false false false false true true false false false false RHI FOUNDATION INC N 265696 ALLOCATION RHI FOUNDATION INC O 111449 ALLOCATION