STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

INDIANA UNIVERSITY HEALTH INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
INDIANA UNIVERSITY HEALTH INC (EIN 35-1955872)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202013189349304021
Schema version
2019v5.1
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)
Return2020-11-13T10:05:28-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351955872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA UNIVERSITY HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CRAIG J JONESInCareOfNm
Business Name ControlINDIBusinessNameControlTxt
Phone3179634842PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER M ALVEYPersonNm
Person TitleTREASURER/SVP & CFOPersonTitleTxt
Phone3179634842PhoneNum
Signature2020-11-04SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER D RHODERICKPreparerPersonNm
PTINP00395735PTIN
Phone3176817000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.1.179.248IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id35198520203185000021FederalOriginalSubmissionId
Federal Original Submission Id2020-11-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id992654FC46C2083604ECDDF562264767EA395C58AtSubmissionCreationDeviceId
At Submission Filing Device Id1196BFEAF3F646C8BB8F296130513B0A17EA2F31AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDENNIS M MURPHYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN ST STE 300AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,324,567,775GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttps://iuhealth.org/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionImprove the health of our patients and community through innovation and excellence in care, education, research and service.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee21386TotalEmployeeCnt
Total Volunteers3922TotalVolunteersCnt
Total Gross UBI$42,278,498TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$311,517NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,094,779PYContributionsGrantsAmt
CY Contributions Grants$20,606,319CYContributionsGrantsAmt
PY Program Service Revenue$3,814,410,091PYProgramServiceRevenueAmt
CY Program Service Revenue$3,914,132,333CYProgramServiceRevenueAmt
PY Investment Income$109,423,287PYInvestmentIncomeAmt
CY Investment Income$174,679,910CYInvestmentIncomeAmt
PY Other Revenue$61,078,273PYOtherRevenueAmt
CY Other Revenue$55,316,150CYOtherRevenueAmt
PY Total Revenue$3,994,006,430PYTotalRevenueAmt
CY Total Revenue$4,164,734,712CYTotalRevenueAmt
PY Grants And Similar Paid$15,222,147PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$159,582,650CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,254,297,171PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,342,602,210CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,500,783CYTotalFundraisingExpenseAmt
PY Other Expenses$2,094,008,744PYOtherExpensesAmt
CY Other Expenses$2,095,859,334CYOtherExpensesAmt
PY Total Expenses$3,363,528,062PYTotalExpensesAmt
CY Total Expenses$3,598,044,194CYTotalExpensesAmt
PY Revenues Less Expenses$630,478,368PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$566,690,518CYRevenuesLessExpensesAmt
Total Assets BOY$8,335,546,825TotalAssetsBOYAmt
Total Assets EOY$9,596,487,824TotalAssetsEOYAmt
Total Liabilities BOY$3,815,421,512TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,264,793,540TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,520,125,313NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,331,694,284NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionIMPROVE THE HEALTH OF OUR PATIENTS AND COMMUNITY THROUGH INNOVATION AND EXCELLENCE IN CARE, EDUCATION, RESEARCH AND SERVICE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,514,510,937ExpenseAmt
Grant$159,582,650GrantAmt
Revenue$2,311,098,660RevenueAmt
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 1,152-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 335-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 290,000 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 38-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$429,114,815ExpenseAmt
Grant$0GrantAmt
Revenue$654,816,447RevenueAmt
DescLab Services provided to patients and non-patients.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$346,987,603ExpenseAmt
Grant$0GrantAmt
Revenue$529,492,763RevenueAmt
DescIU Health provides services to related tax-exempt organizations.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$102,908,768$0$157,035,720Member premium revenue
$130,880,405$0$199,719,606PHARMACY
$63,270,552$0$96,548,979ALL OTHER PROGRAM SERVICE REVENUE
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$297,059,725TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$453,304,305TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,587,673,080TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
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 Document3407IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee21386EmployeeCnt
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
Foreign CountryUKForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryKSForeignCountryCd
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
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

FieldValueIRS element (for citing)
PersonCRAIG J JONESPersonNm
Phone3179634842PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN STREET SUITE 300AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
RYAN C KITCHELL
EVP & CAO55.00.0Yes (X)$1,671,478$0$1,605,248
DENNIS M MURPHY
DIRECTOR/PRESIDENT & CEO60.01.0$2,898,820$0$369,440Yes (X)Yes (X)
MARK A LANTZY
SVP & CIO/PRES. (HEALTH PLANS)30.025.0$899,634$0$1,057,561Yes (X)
JONATHAN E GOTTLIEB
EVP & CME55.00.0Yes (X)$1,466,484$0$28,431
Kristy A Schulhof
President (IUH North)(Part Yr)0.055.0$1,022,070$0$423,160Yes (X)
ALFONSO W GATMAITAN
FORMER KEY EMPLOYEE0.00.0$1,406,477$0$4,922Yes (X)
MICHELLE A JANNEY RN
EVP & COO55.00.0Yes (X)$1,285,983$0$23,935
JOHN F FITZGERALD MD
FORMER HIGHEST COMPENSATED EMP0.055.0$0$1,154,540$18,755Yes (X)
JENNIFER M ALVEY
TREASURER / SVP & CFO55.00.0$970,249$0$155,681Yes (X)
RYAN D NAGY MD
PRESIDENT (AAHC)25.030.0Yes (X)$0$923,735$123,973
MATTHEW R COOK
PRESIDENT (RILEY)45.010.0Yes (X)$884,838$0$150,078
RONALD L STIVER
PRESIDENT (SCS)55.00.0$863,327$0$146,162Yes (X)
ELIZABETH DUNLAP
SVP, CHIEF HR OFFICER55.00.0$817,175$0$139,814Yes (X)
Kenneth D Puckett
President (ISR)0.055.0$749,896$0$145,910Yes (X)
KEVIN R ARMSTRONG
FORMER KEY EMPLOYEE55.00.0$580,286$0$120,262Yes (X)
Erin R Lewis
SECR/SVP& GEN COUNSEL(Part Yr)55.00.0$525,859$0$123,810Yes (X)
LARRY H STEVENS MD
DIRECTOR6.050.0$37,500$531,406$12,600Yes (X)
PARVEEN CHAND
FORMER KEY EMPLOYEE55.00.0$491,078$0$43,457Yes (X)
PAUL R HAUT MD
FORMER KEY EMPLOYEE55.00.0$0$395,195$11,497Yes (X)
MICHAEL L HARLOWE
FORMER KEY EMPLOYEE25.030.0$0$291,075$35,860Yes (X)
DAWN M MOORE
FORMER KEY EMPLOYEE55.00.0$243,492$0$30,077Yes (X)
JONATHAN R GOBLE
FORMER KEY EMPLOYEE0.00.0$208,726$0$0Yes (X)
ERIC S WILLIAMS MD
FORMER KEY EMPLOYEE0.055.0$0$189,612$13,358Yes (X)
MARY BETH CLAUS
SECR/SVP& GEN COUNSEL(Part yr)55.00.0$112,834$0$9,944Yes (X)
J SCOTT DAVISON
BOARD CHAIR / DIRECTOR6.00.0$50,000$0$0Yes (X)Yes (X)
JAY L HESS MD
DIRECTOR6.02.0$37,500$6,500$0Yes (X)
MAUREEN BISOGNANO
DIRECTOR6.00.0$37,500$0$0Yes (X)
JAMES A DAVLIN V
DIRECTOR6.00.0$37,500$0$0Yes (X)
THOMAS V EASTERDAY
DIRECTOR6.00.0$37,500$0$0Yes (X)
KYLE L GRAZIER
DIRECTOR6.00.0$37,500$0$0Yes (X)
JEFFREY A HARRISON
DIRECTOR6.00.0$37,500$0$0Yes (X)
ROBERT A PALMER
DIRECTOR6.00.0$37,500$0$0Yes (X)
ANNE NOBLES
DIRECTOR6.01.0$35,000$0$0Yes (X)
MICHAEL A MCROBBIE
VICE-CHAIR6.00.0$35,000$0$0Yes (X)Yes (X)
BISHOP JULIUS C TRIMB
VICE-CHAIR6.00.0$35,000$0$0Yes (X)Yes (X)
HARRY L GONSO
DIRECTOR6.00.0$35,000$0$0Yes (X)
HON SARAH EVANS BARKE
DIRECTOR6.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$17,186,206TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,485,563TotReportableCompRltdOrgAmt
Total Other Compensation$4,793,935TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1514IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
IU HEALTH CARE ASSOCIATES INC
950 N MERIDIAN ST STE 300INDIANAPOLISIN46204MEDICAL$151,988,556
PricewaterhouseCoopers LLP
300 Madison AvenueNEW YORKNY10017Professional Svcs$35,406,115
CERNER CORP
2800 ROCKCREEK PKWYKANSAS CITYMO64117HEALTH IT SOLUTIONS$26,210,851
TRIMEDX LLC
5451 LAKEVIEW PKWY S DRINDIANAPOLISIN46268CLINICAL ENGINEERING$26,015,164
Messer Construction Co
2445 N Meridian StINDIANAPOLISIN46208Construction$34,932,068
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K277CntrctRcvdGreaterThan100KCnt
Related Organizations$10,171,900RelatedOrganizationsAmt
Government Grants$8,869,592GovernmentGrantsAmt
All Other Contributions$1,564,827AllOtherContributionsAmt
Total Contributions$20,606,319TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PATIENT SERVICE REVENUE622110$2,311,098,660$2,311,098,660
REFERENCE LABORATORY621500$654,816,447$646,184,121$8,632,326
MEMBER PREMIUM REVENUE541900$157,035,720$157,035,720
SHARED SERVICES900099$529,492,763$516,419,834$13,072,929
PHARMACY446110$199,719,606$185,085,552$14,634,054

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,969,137TotalRevenueColumnAmt
Related Or Exempt Func Income$60,519,518RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,449,619UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,914,132,333TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$102,585,125TotalRevenueColumnAmt
Related Or Exempt Func Income$34,579,842RelatedOrExemptFuncIncomeAmt
Exclusion$68,005,283ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$14,507,402RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$12,992,650RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,514,752RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,514,752TotalRevenueColumnAmt
Unrelated Business Revenue$322,514UnrelatedBusinessRevenueAmt
Exclusion$1,192,238ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,216,268,388SecuritiesAmt
Other$2,666,810OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,144,459,807SecuritiesAmt
Other$2,380,606OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$71,808,581SecuritiesAmt
Other$286,204OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$72,094,785TotalRevenueColumnAmt
Unrelated Business Revenue$1,338,851UnrelatedBusinessRevenueAmt
Exclusion$70,755,934ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFETERIA/FOOD SERVICE721110$7,508,656$7,508,656
PARKING812930$2,986,009$2,986,009
TELEPHONE517000$1,357,774$1,357,774

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,948,959TotalRevenueColumnAmt
Unrelated Business Revenue$2,828,205UnrelatedBusinessRevenueAmt
Exclusion$39,120,754ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$53,801,398OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,164,734,712TotalRevenueColumnAmt
Related Or Exempt Func Income$3,910,923,247RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$42,278,498UnrelatedBusinessRevenueAmt
Exclusion$190,926,648ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$159,138,818TotalAmt
Program Services$159,138,818ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$443,832TotalAmt
Program Services$443,832ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$14,075,859TotalAmt
Program Services$9,245,239ProgramServicesAmt
Management And General$4,830,620ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$3,258,265TotalAmt
Program Services$2,140,079ProgramServicesAmt
Management And General$1,118,186ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,054,155,643TotalAmt
Program Services$688,232,466ProgramServicesAmt
Management And General$361,774,150ManagementAndGeneralAmt
Fundraising$4,149,027FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$89,047,161TotalAmt
Program Services$58,487,553ProgramServicesAmt
Management And General$30,559,608ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$107,437,539TotalAmt
Program Services$70,143,344ProgramServicesAmt
Management And General$36,841,930ManagementAndGeneralAmt
Fundraising$452,265FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$74,627,743TotalAmt
Program Services$48,722,630ProgramServicesAmt
Management And General$25,622,583ManagementAndGeneralAmt
Fundraising$282,530FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,253,686TotalAmt
Management And General$2,253,686ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,714,287TotalAmt
Management And General$4,714,287ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,581,664TotalAmt
Management And General$2,581,664ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$674,060TotalAmt
Management And General$674,060ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,622,179TotalAmt
Management And General$9,622,179ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$383,523,449TotalAmt
Program Services$220,739,705ProgramServicesAmt
Management And General$162,109,514ManagementAndGeneralAmt
Fundraising$674,230FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$18,385,980TotalAmt
Program Services$1,071,729ProgramServicesAmt
Management And General$17,053,240ManagementAndGeneralAmt
Fundraising$261,011FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$31,968,507TotalAmt
Program Services$16,042,454ProgramServicesAmt
Management And General$15,847,168ManagementAndGeneralAmt
Fundraising$78,885FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$111,541,844TotalAmt
Program Services$27,431,740ProgramServicesAmt
Management And General$84,033,485ManagementAndGeneralAmt
Fundraising$76,619FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$74,476,564TotalAmt
Program Services$573,572ProgramServicesAmt
Management And General$73,902,611ManagementAndGeneralAmt
Fundraising$381FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,948,036TotalAmt
Program Services$1,527,796ProgramServicesAmt
Management And General$2,351,557ManagementAndGeneralAmt
Fundraising$68,683FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$526,864TotalAmt
Program Services$215,471ProgramServicesAmt
Management And General$295,129ManagementAndGeneralAmt
Fundraising$16,264FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$44,692,640TotalAmt
Program Services$27,958ProgramServicesAmt
Management And General$44,664,682ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$155,066,773TotalAmt
Program Services$97,336,811ProgramServicesAmt
Management And General$57,729,962ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$18,923,469TotalAmt
Program Services$892,627ProgramServicesAmt
Management And General$18,030,842ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
DRUGS AND MEDICAL SUPPLIES$732,224,801$732,224,801
HEALTH CLAIMS TO PROVIDERS$166,927,008$166,927,008
BAD DEBT$109,084,903$109,084,903
HOSPITAL ASSESSMENT FEE$80,632,624$80,632,624

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$144,089,996TotalAmt
Program Services$96,389,920ProgramServicesAmt
Management And General$47,259,188ManagementAndGeneralAmt
Fundraising$440,888FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,598,044,194TotalAmt
Program Services$2,587,673,080ProgramServicesAmt
Management And General$1,003,870,331ManagementAndGeneralAmt
Fundraising$6,500,783FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$105,418BOYAmt
EOY$100,618EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$370,411,669BOYAmt
EOY$350,388,474EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,166,869BOYAmt
EOY$2,209,321EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$505,620,007BOYAmt
EOY$488,417,666EOYAmt

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$642,250,736BOYAmt
EOY$616,167,486EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$68,739,798BOYAmt
EOY$68,620,652EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$56,347,176BOYAmt
EOY$102,088,358EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,801,146,797LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,242,948,081LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,495,079,264BOYAmt
EOY$1,558,198,716EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,764,003,286BOYAmt
EOY$3,808,215,947EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,024,026,049BOYAmt
EOY$2,206,426,397EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$352,987,114BOYAmt
EOY$372,705,442EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$47,223,383BOYAmt
EOY$15,362,691EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,335,546,825BOYAmt
EOY$9,596,487,824EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$488,713,438BOYAmt
EOY$482,010,046EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$19,920,534BOYAmt
EOY$16,834,082EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,473,351,615BOYAmt
EOY$1,686,053,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

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$99,720,053BOYAmt
EOY$121,402,399EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,733,715,872BOYAmt
EOY$1,958,494,013EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,815,421,512BOYAmt
EOY$4,264,793,540EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,518,269,449BOYAmt
EOY$5,329,838,420EOYAmt

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$4,520,125,313BOYAmt
EOY$5,331,694,284EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,335,546,825BOYAmt
EOY$9,596,487,824EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$566,690,518ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$486,103,045NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$241,224,592OtherChangesInNetAssetsAmt
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)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
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$556,835DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$117,225OtherActivitiesAmt
Total Lobbying Expenditures$674,060TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Lines 1b and g - Paid staff and direct contactDuring 2019, IU Health spent a total of $556,835 in direct federal and state lobbying expenditures. During 2019, IU Health advocated before Congress on the following issues: - Healthcare Reform Legislation (in general) - Patient Protection and Affordable Care Act Matters - Changes to Medicare/Medicaid reimbursement - Graduate Medical Education - Medicaid/Medicare Managed Care - Changes to OPPS/IPPS reimbursement - Accountable Care Organizations - 340B program - Meaningful Use - 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 - Price Transparency - Billing and Reimbursement During 2019, IU Health advocated at the State Level on the following issues: - Provider Reimbursements - Healthy Indiana Plan 2.0 - Medicaid Reimbursement Policies - Provider Licensure Matters - Workforce and Smoking Policies - Insurance Matters - Healthcare Reform - Hospital Licensure - Medicaid Managed Care - Telehealth/Telemedicine - Public Safety - Pricing Transparency/Surprise Bills - Regulation - Social Services - Patient Safety Matters - Access to Health Care - Opioids/Addictions Services - Upper Payment Limit Payments - Graduate Medical Education
Schedule C, Part II-B, Lines 1j - Other ActivitiesSeveral membership organizations notified IU Health during 2019 that a portion of the dues it paid would be used for lobbying purposes as follows: Indiana Hospital Association: 6.53% or $20,689 Greater Indianapolis Chamber of Commerce: 5.0% / 10% or $27,500 Indiana Chamber of Commerce: 10% or $5,075 Children's Hospital Association: 24.63% or $39,556 Association of American Medical Colleges: 2.06% or $423 340B Health: 8% or $1,246 America's Essential Hospitals: 11% or $12,736 Next Gen Coalition: 100% or $10,000 Total Portion of Dues Used for Lobbying Purposes: $117,225

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

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$4,888,281BeginningYearBalanceAmt
Grants Or Scholarships$3,032,417GrantsOrScholarshipsAmt
End Year Balance$1,855,864EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

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 EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
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$175,236,714OtherCostOrOtherBasisAmt
Book Value$175,236,714BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,933,758,680OtherCostOrOtherBasisAmt
Depreciation$1,038,188,247DepreciationAmt
Book Value$895,570,433BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,495,772OtherCostOrOtherBasisAmt
Depreciation$10,990,919DepreciationAmt
Book Value$19,504,853BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,507,001,116OtherCostOrOtherBasisAmt
Depreciation$1,173,233,452DepreciationAmt
Book Value$333,767,664BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$154,654,515OtherCostOrOtherBasisAmt
Depreciation$20,535,463DepreciationAmt
Book Value$134,119,052BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,558,198,716TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$2,206,426,397BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,206,426,397TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
INTERCOMPANY PAYABLES (NET)$1,704,715,620
INTEREST RATE SWAP LIABILITIES$31,649,726
DUE TO THIRD-PARTY PAYERS$134,565,963
PENSION AND OTHER RET. LIAB.$13,238,352
ENVIRONMENTAL OBLIGATIONS$5,883,676
ACCRUED INTEREST ON BONDS$6,945,420
SELF-INSURANCE LIABILITIES$2,547,284
LEASE LIABILITIES - OPERATING$58,947,972
FieldValueIRS element (for citing)
Total Liability$1,958,494,013TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 - Intended Uses of Org.'s 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. The Tax Cuts and Jobs Act (TCJA) was enacted on December 22, 2017. For tax-exempt entities, TCJA requires organizations to pay an excise tax on compensation above certain thresholds and record income or losses for tax determination purposes from unrelated business activities on an activity-by-activity basis, among other provisions. Proposed regulations and interim guidance, necessary for implementation, have been issued on most aspects of TCJA. It is expected that proposed regulations will be issued as final regulations by the IRS in 2020. As of and for the year ended December 31, 2019, Indiana University Health has made reasonable estimates of the provision for income taxes, the compensation excise tax, and the effects, if any, on existing deferred tax balances. Indiana University Health will continue to refine its calculations in future periods, as additional regulations and guidance are issued by the IRS. Deferred income taxes that, as of December 31, 2019 and 2018, 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, 2019 and 2018, the Indiana University Health System had gross deferred tax assets of $143,157,000 and $119,965,000 respectively, primarily relating to net operating loss carryovers. Management determined that a full valuation allowance at December 31, 2019 and 2018, 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 change in the valuation allowance for the current year is $23,192,000. At December 31, 2019, the Indiana University Health System has available net operating loss carryforwards of $575,596,000. Net operating losses generated from 1999 through 2017 will expire between 2020 and 2037. Net operating losses generated after 2017 do not expire. Certain subsidiaries of Indiana University Health are taxable entities. The tax expense and liabilities of these subsidiaries are not material to the consolidated financial statements.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00InvestmentsN/A$1,391,695,723
Europe (Including Iceland and Greenland)00InvestmentsN/A$20,513,510
North America00InvestmentsN/A$717,777
East Asia and the Pacific00InvestmentsN/A$3,635,134
Central America and the Caribbean00Program ServicesSELF-INSURANCE$7,225,573
Central America and the Caribbean00Conduct board meetingsn/a$17,226
Central America and the Caribbean00Unrelated Trade or Businessn/a$2,946,819
Sub-Saharan Africa02Program ServicesEbola Prevention$4,962
Sub-Saharan Africa03Send agents to seminarn/a$4,247
Central America and the Caribbean06Send agents to seminarn/a$12,690
East Asia and the Pacific02Send agents to seminarn/a$3,973
Europe (Including Iceland and Greenland)025Send agents to seminarn/a$63,800
Middle East and North Africa011Send agents to seminarn/a$83,706
North America036Send agents to seminarn/a$43,873
South America01Send agents to seminarn/a$3,610
South Asia02Send agents to seminarn/a$9,326
East Asia and the Pacific02Program Servicesstrategic business$11,238
Middle East and North Africa02Program Serviceshumanitarian surgeries$35,800
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees90SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee2ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee92TotalEmployeeCnt
Subtotal Spent$1,426,993,187SubtotalSpentAmt
Continuation Spent$35,800ContinuationSpentAmt
Total Spent$1,427,028,987TotalSpentAmt
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, Ebola preparedness training, humanitarian surgeries and meetings, 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
Percent200Yes (X)Percent200Ind
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 Served24777PersonsServedCnt
Total Community Benefit Expns$52,728,522TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$52,728,522NetCommunityBenefitExpnsAmt
Total Expense0.01510TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Persons Served83876PersonsServedCnt
Total Community Benefit Expns$964,597,157TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$628,193,301DirectOffsettingRevenueAmt
Net Community Benefit Expns$336,403,856NetCommunityBenefitExpnsAmt
Total Expense0.09640TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Persons Served108653PersonsServedCnt
Total Community Benefit Expns$1,017,325,679TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$628,193,301DirectOffsettingRevenueAmt
Net Community Benefit Expns$389,132,378NetCommunityBenefitExpnsAmt
Total Expense0.11150TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs17ActivitiesOrProgramsCnt
Persons Served64686PersonsServedCnt
Total Community Benefit Expns$17,863,747TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$673,155DirectOffsettingRevenueAmt
Net Community Benefit Expns$17,190,592NetCommunityBenefitExpnsAmt
Total Expense0.00490TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Persons Served3358PersonsServedCnt
Total Community Benefit Expns$116,098,250TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$16,221,047DirectOffsettingRevenueAmt
Net Community Benefit Expns$99,877,203NetCommunityBenefitExpnsAmt
Total Expense0.02860TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$20,511,580TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,031,523DirectOffsettingRevenueAmt
Net Community Benefit Expns$17,480,057NetCommunityBenefitExpnsAmt
Total Expense0.00500TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$11,000,000TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$11,000,000NetCommunityBenefitExpnsAmt
Total Expense0.00320TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs5ActivitiesOrProgramsCnt
Persons Served67401PersonsServedCnt
Total Community Benefit Expns$12,915,863TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$134,742DirectOffsettingRevenueAmt
Net Community Benefit Expns$12,781,121NetCommunityBenefitExpnsAmt
Total Expense0.00370TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs27ActivitiesOrProgramsCnt
Persons Served135445PersonsServedCnt
Total Community Benefit Expns$178,389,440TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$20,060,467DirectOffsettingRevenueAmt
Net Community Benefit Expns$158,328,973NetCommunityBenefitExpnsAmt
Total Expense0.04540TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs27ActivitiesOrProgramsCnt
Persons Served244098PersonsServedCnt
Total Community Benefit Expns$1,195,715,119TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$648,253,768DirectOffsettingRevenueAmt
Net Community Benefit Expns$547,461,351NetCommunityBenefitExpnsAmt
Total Expense0.15690TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$250,000TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$250,000NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$3,119TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$3,119NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served5904PersonsServedCnt
Total Community Benefit Expns$21,751TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$21,751NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Persons Served5904PersonsServedCnt
Total Community Benefit Expns$274,870TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$274,870NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Bad Debt Expense$37,642,301BadDebtExpenseAmt
Reimbursed By Medicare$405,794,875ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$445,525,579CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$39,730,704MedicareSurplusOrShortfallAmt

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
SEE PART VI
AMBULATORY SURGERY CENTER0.256360.74364
SEE PART VI
AMBULATORY SURGERY CENTER0.258490.74151
SEE PART VI
AMBULATORY SURGERY CENTER0.26010.7399
SEE PART VI
AMBULATORY SURGERY CENTER0.296950.70305
SEE PART VI
AMBULATORY SURGERY CENTER0.271120.72888
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 License20-005051-1StateLicenseNum
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 URLSEE PART V, SECTION COwnWebsiteURLTxt
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt19ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLSEE PART V, SECTION CStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care0.FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
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 URLSEE PART V, SECTION CFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE PART V, SECTION CFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSEE PART V, SECTION CFAPSummaryOnWebsiteURLTxt
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 (11 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 V, Section B, Line 3e - Prioritized Health Needs IU Health's 2018 Community Health Needs Assessment (CHNA) Reports include prioritized descriptions of significant health needs in the community. The CHNA reports identified the following needs to be addressed: - Access to Health Care Services - Drug and Substance Abuse - Health Care and Social Services for Seniors - Mental Health - Obesity and Diabetes - Smoking - Social Determinants of Health - Food Insecurity - Maternal and Infant Health - Violence and Injuries
Schedule H, Part V, Section B, Line 5 Input from CommunityIU 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 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 Healt
Schedule H, Part V, Section B, Line 7a CHNA WebsiteCopies of IU Health's CHNAs for its IU Health Academic Health Center and IU Health Saxony Hospital locations are available on its website at the following URL: https://iuhealth.org/in-the-community/community-benefit
Schedule H, Part V, Section B, Line 10a Implementation Strategy WebsiteCopies of IU Health's CHNA implementation strategies for its IU Health Academic Health Center and IU Health Saxony Hospital locations are available on its website at the following URL: https://iuhealth.org/in-the-community
Schedule H, Part V, Section B, Line 11 Addressing Identified NeedsIU Health prioritized and determined which of the community health needs identified in its most recently conducted CHNAs were most critical for it to address. 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 were reviewed to identify and analyze the needs identified by each source. IU Health Academic Health Center IU Health Methodist Hospital and IU Health University Hospital Community health needs listed by category are being addressed between 2019 and 2021 for the IU Health Methodist Hospital and IU Health University Hospital: 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 noted above includes the following: Behavioral Health - Implement substance abuse programming. - Work with community organizations to determine roles in programming. - Work with local police and fire departments for trainings and resources. The IU Health Methodist Hospital Addiction Treatment & Chronic Pain Recovery Center is located at Methodist Hospital. The vast majority of services are provided via intensive outpatient program. The provider team includes physicians, nurse practitioners, registered nurse, therapists, recovery coaches, physical therapists and yoga instructors and art therapists. Services of the Hospital Addiction Treatment & Chronic Pain Recovery Center include group psychotherapy, 12-step program education, 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. In 2019, the Community Benefit Grant Program awarded funding to the following community-based organizations: - Reach for Youth to provide counseling, teen court, and other prevention program to underinsured or uninsured youth/families. - Volunteers of American Ohio & Indiana, Fresh Start Recovery Center to provide residential addiction treatment to pregnant women and mothers. - Lutheran Foundation, 2019 Look Up Faith Conference on Mental Health to increase knowledge and skills of spiritual leaders to recognize and address mental health in the community. - Goodwill Foundation of Central and Southern Indiana to enhance the resilience and mitigation of the effects of trauma in adults. - Indy Public Safety Foundation to provide resources to the Indianapolis Metropolitan Police Department to reduce needle stick injury and exposure to blood borne pathogens among officers on the job. Obesity and Diabetes - Perform cooking demonstrations, food preparation and tasting, nutrition education and planning, and tips for shopping economically for healthy foods. - Collaborate with low-income community housing projects, community organizations, and faith-based organizations to reach target population. - A nutritionist will educate the community. Population Health is still in the development phase with this program. The model is still under construction and the budget is being developed. A final recommendation will be made to the directors of Community and Population Health at the end of January 2020. In 2019, the Community Benefit Grant Program awarded funding to the following community-based organizations: - Playworks that partners with schools and youth serving organizations to help them leverage play for positive outcomes. - Indianapolis Parks Foundation to implement sustainability strategies for local parks, trails, greenways, and public spaces. Smoking, Tobacco Use and Exposure to Secondhand Smoke - Collectively determine which screenings will be implemented. - Provide health screenings in the community. - Refer the community member to the appropriate care provider when abnormal screening results are found. The neuroscience department offered a stroke screening to the community. Cardiology & Cardiovascular Services offer heart scans to the community if specific conditions are met(age). Ambulatory Services offers year-round HIV screening free of charge to the community. Simon Cancer Center offered cancer screenings: skin, prostate, oral and head and neck, lung, and automated breast ultrasound. Social Determinants of Health - Expand the Medical-Legal Partnership. The medical-legal partnership is being expanded at Methodist and University hospitals. Partners met several times in 2019 to determine the structure of this partnership. - Help individuals and families in need of support connect to resources available in the Indianapolis community. - Ensure staff are fluent in English and Spanish. Translation services for other languages will be available as needed. This project is on hold. A partner was secured and an implementation plan was in development. However, another hospital department is currently in the process of implementing a resource that would make resources for patients and community members more readily accessible. This department's project will take precedence. - Work with community organizations to determine roles in programming. In 2019, the Community Benefit Grant Program awarded funding to the following community-based organizations: - Habitat for Humanity to build a panel occurred at the Indiana State Fair. - Indy Public Safety Foundation to create winter ready kits for people who are homeless. IU Health Methodist Hospital and IU Health University Hospital are unable to address those community health needs that do not relate directly to the hospitals' mission to deliver healthcare. These are needs that other governmental agencies and/or community organizations have the most appropriate expertise and resources to address. IU Health Methodist Hospital and IU Health University Hospital are unable to address the following community health needs identified in the 2018 Community Health Needs Assessment: - Healthcare and Social Services for Seniors - Funding for Public Health - Air Pollution Riley Hospital for Children at Indiana University Health Community health needs listed by category are being addressed between 2019 and 2021 for the Riley Hospital for Children at Indiana University Health: 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 ** 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. The Fetal Infant Mortality Review 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 State Department of Health. The FIMR is ongoing work and the contract with the MCPHD was just renewed. This program reports data one year in arrear, so no 2019 data is available. - Offer Safe Sleep parenting classes in the community. - Refer families, identified during wellness checks without a safe place for a baby to sleep, to Cribs for Kids or other local resource. - Provide continuing education to primary care providers in Indiana regarding safe sleep and available resources. Four safety showers with Nurse-Family Partnership were held, but 78 mothers were educated on safe sleep practices at the Fresh Start Recovery Center. These trainings covered approximately 138 individuals (15 families per safety shower + 78 families from Fresh Start). The program does not operate on a referral basis, so there were 0 referrals. However, all 138 families were helped with Cribs for Kids Cribettes and sleep sacks if needed (grant funding paid for Cribs for Kids products). - Provide lactation training, childcare education and well-baby checks for new mothers in the community. For 2019, IU Health provided 45 outpatient lactation consultations. The Maternity center had about a 74% breastfeeding initiation rate. Obesity and Access to Healthy Food - Perform cooking demonstrations, food preparation and tasting, nutrition education and planning, and tips for shopping economically for healthy foods. - Collaborate with low-income community housing projec
Schedule H, Part V, Section B, Line 13b Income Level Other than FPGIn 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 13h Other FAP Eligibility CriteriaIU Health takes into consideration several other factors in determining patient eligibility for financial assistance. These factors include the following: 1. IU Health's Individual Solutions Department Prior to seeking Financial Assistance under the FAP, all patients or their guarantors must consult with a member of IU Health's Individual Solutions department to determine if healthcare coverage may be obtained from a government insurance/assistance product or from the Health Insurance Exchange Marketplace. 2. Alternate Sources of Assistance When technically feasible, a patient will exhaust all other state and federal assistance programs prior to receiving an award from IU Health's Financial Assistance Program. Patients who may be eligible for coverage under an applicable insurance policy, including, but not limited to, health, automobile, and homeowner's, must exhaust all insurance benefits prior to receiving an award from IU Health's Financial Assistance Program. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. Patients may be asked to show proof that such a claim was properly submitted to the proper insurance provider at the request of IU Health. Eligible patients who receive medical care from IU Health 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 to which IU Health is entitled. In the event a Financial Assistance Award has already been granted in such circumstances, IU Health reserves the right to reverse the award in an amount equal to the amount IU Health would be entitled to receive had no Financial Assistance been awarded. 3. Alternate Methods of Eligibility Determination IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for a period of no less than one hundred and twenty (120) days after the account is eligible for an Extraordinary Collection Action ("ECA"). Said accounts may be eligible for assistance under the FAP based on the patient's individual scoring criteria. To ensure all patients potentially eligible for Financial Assistance under the FAP may receive Financial Assistance, IU Health will deem patients/guarantors to be presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs, received emergency or direct admit care, and satisfied his/her required co-pay/deductible: - Indiana Children's Special Health Care Services - Medicaid - Healthy Indiana Plan - Patients who are awarded Hospital Presumptive Eligibility (HPE) - Enrolled in a state and/or federal program that verifies the patient's gross household income is less than or equal to 200% of the Federal Poverty Level 4. Additional Considerations Financial Assistance may be granted to a deceased patient's account if said patient is found to have no estate. Additionally, IU Health will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance application. 5. Non-Emergent Services Down Payment Uninsured Patients presenting for scheduled or other non-emergent services will not be charged more than the Amounts Generally Billed ("AGB") for their services. Patients will receive an estimated AGB cost of their care prior to IU Health rendering the services and will be asked to pay a down-payment percentage of the AGB adjusted cost prior to receiving services. In the event a patient is unable to fulfill the down-payment, their service may be rescheduled for a later date as medically prudent and in accordance will all applicable federal and state laws and/or regulations. 6. Emergency Services Non-Refundable Deposit This section will be implemented with a strict adherence to EMTALA and IU Health Policy ADM 1.32, Screening and Transfer of Emergency or Unstable Patients. Amount of Non-Refundable Deposit All Uninsured Patients presenting for services at one of IU Health's Emergency Departments, via transfer from another hospital facility, or direct admission, will be responsible for a one-hundred dollar ($100.00) non-refundable deposit for services rendered. Patients/guarantors will be responsible for any copays and/or deductibles required by their plan prior to full Financial Assistance being applied. Uninsured Patients wishing to make an application for Financial Assistance greater than the AGB must fulfill their non-refundable deposit prior to IU Health processing said application. Uninsured Patients making payments toward their outstanding non-refundable deposit balance will have said payments applied to their oldest application on file, if applicable.
Schedule H, Part V, Section B, Line 16a FAP WebsiteA copy of IU Health's FAP is available on its website at the following URL: https://iuhealth.org/pay-a-bill/financial-assistance
Schedule H, Part V, Section B, Line 16b FAP Application WebsiteA copy of IU Health's FAP Application is available on its website at the following URL: https://iuhealth.org/pay-a-bill/financial-assistance
Schedule H, Part V, Section B, Line 16c FAP PLS WebsiteA copy of IU Health's FAP Plain Language Summary is available on its website at the following URL: https://iuhealth.org/pay-a-bill/financial-assistance
Schedule H, Part V, Section B, Line 16J Other Measures to PublicizeIU Health takes several other measures to broadly publicize its FAP within the community. These measures include the following: 1. Conspicuous public displays will be posted in appropriate acute care settings such as the emergency department and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 2. IU Health will include a conspicuous written notice on all patient billing statements that notifies the patient about the availability of this Policy, and the telephone number of its Customer Service Department which can assist patients with any questions they may have regarding this Policy. 3. IU Health Customer Service representatives will be available via telephone Monday through Friday, excluding major holidays, from 8:00 a.m. to 7:00 p.m. Eastern Time to address questions related to this Policy. 4. IU Health will broadly communicate this Policy as part of its general outreach efforts. 5. IU Health will educate its patient facing team members of the FAP 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 (178 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
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 1300INDIANAPOLISIN46290AMBULATORY SURGERY
IU HEALTH BELTWAY SURGERY CENTER
151 PENNSYLVANIA PKWYCARMELIN46280AMBULATORY SURGERY
IU HEALTH SPRING MILL SURGERY CENTER
10300 N ILLINOIS ST STE 1300CARMELIN46290AMBULATORY 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 3AVONIN46123AMBULATORY 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 A11AVONIN46123LAB
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 STFRANKFORTIN46041REHABILITATION 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 RDPAOLIIN47454SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
1000 S MAIN STTIPTONIN46072SPECIALTY CARE
IU HEALTH SLEEP DISORDERS CENTER
1115 N RONALD REAGAN PKWY STE 3AVONIN46123SPECIALTY CARE
IU HEALTH SLEEP APNEA EDUCATION CENTER
1115 N RONALD REAGAN PKWY STE 3AVONIN46123SPECIALTY 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
9821 LIMA RD STE 103FORT WAYNEIN46818URGENT CARE
IU HEALTH URGENT CARE - WEST LAFAYETTE
253 SAGAMORE PKWY WWEST LAFAYETTEIN47906URGENT CARE

Supplemental Information Detail SupplementalInformationDetail (20 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part IV, Line 1(a) Name of EntityBeltway Surgery Centers, LLC
Schedule H, Part IV, Line 2(a) Name of EntitySENATE STREET SURGERY CENTER, LLC
Schedule H, Part IV, Line 3(a) Name of EntityINDIANA ENDOSCOPY CENTERS, LLC
Schedule H, Part IV, Line 4(a) Name of EntityROC SURGERY, LLC
Schedule H, Part IV, Line 5(a) Name of EntityBALL OUTPATIENT SURGERY CENTER, LLC
Schedule H, Part I, Line 3c Other Factors Used in Determining Elig.IU Health uses several factors other than Federal Poverty Guidelines ("FPG") in determining eligibility for free care under its FAP. These factors include the following: 1. Indiana Residency Requirement Financial Assistance will only be made available to residents of the State of Indiana and those eligible for assistance under 42 U.S.C.A. 1396b(v). IU Health will employ the same residency test as set forth in Indiana Code 6-3-1-12 to define an Indiana resident. The term Resident includes any individual who was domiciled in Indiana during the taxable year, or any individual who maintains a permanent place of residence in Indiana and spends more than one hundred eight-three (183) days of the taxable year in Indiana. Patients residing in the state of Indiana while attending an institution of higher education may be eligible for assistance under the FAP if they meet the aforementioned residency test and are not claimed as a dependent on a parent's or guardian's federal income tax statement. 2. IU Health's Individual Solutions Department Prior to seeking Financial Assistance under the FAP, all patients or their guarantors must consult with a member of IU Health's Individual Solutions department to determine if healthcare coverage may be obtained from a government insurance/assistance product or from the Health Insurance Exchange Marketplace. 3. Uninsured Patients All Uninsured Patients presenting for services at IU Health eligible under the FAP will not be charged more than the AGB as described in the FAP. 4. Services Rendered by Individual Providers The FAP does not cover services rendered by individual providers. A full listing of providers and services not covered by the FAP is available at https://iuhealth.org/pay-a-bill/financial-assistance and is updated on a quarterly basis. 5. Alternate Sources of Assistance When technically feasible, a patient will exhaust all other state and federal assistance programs prior to receiving an award from IU Health's Financial Assistance Program. Patients who may be eligible for coverage under an applicable insurance policy, including, but not limited to, health, automobile, and homeowner's, must exhaust all insurance benefits prior to receiving an award from IU Health's Financial Assistance Program. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. Patients may be asked to show proof that such a claim was properly submitted to the proper insurance provider at the request of IU Health. Eligible patients who receive medical care from IU Health 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 to which IU Health is entitled. In the event a Financial Assistance Award has already been granted in such circumstances, IU Health reserves the right to reverse the award in an amount equal to the amount IU Health would be entitled to receive had no Financial Assistance been awarded. 6. Alternate Methods of Eligibility Determination IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for a period of no less than one hundred and twenty (120) days after the account is eligible for an ECA. Said accounts may be eligible for assistance under the FAP based on the patient's individual scoring criteria. To ensure all patients potentially eligible for Financial Assistance under the FAP may receive Financial Assistance, IU Health will deem patients/guarantors to be presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs, received emergency or direct admit care, and satisfied his/her required co-pay/deductible: - Indiana Children's Special Health Care Services - Medicaid - Healthy Indiana Plan - Patients who are awarded Hospital Presumptive Eligibility (HPE) - Enrolled in a state and/or federal program that verifies the patient's gross household income is less than or equal to 200% of the Federal Poverty Level 7. Additional Considerations Financial Assistance may be granted to a deceased patient's account if said patient is found to have no estate. Additionally, IU Health will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance application. 8. Patient Assets IU Health may consider patient/guarantor Assets in the calculation of a patient's true financial burden. A patient's/guarantor's primary residence and one (1) motor vehicle will be exempted from consideration in most cases. A patient's primary residence is defined as the patient's principal place of residence and will be excluded from a patient's extraordinary asset calculation so long as the patient's equity is less than five-hundred thousand dollars ($500,000) and the home is occupied by the patient/guarantor, patient's/guarantor's spouse or child under twenty-one (21) years of age. One (1) motor vehicle may be excluded as long as the patient's equity in the vehicle is less than fifty-thousand dollars ($50,000). IU Health reserves the right to request a list of all property owned by the patient/guarantor and adjust a patient's award of Financial Assistance if the patient demonstrates a claim or clear title to any extraordinary Asset not excluded from consideration under the above guidance. 9. Non-Emergent Services Down Payment Uninsured Patients presenting for scheduled or other non-emergent services will not be charged more than the AGB for their services. Patients will receive an estimated AGB cost of their care prior to IU Health rendering the services and will be asked to pay a down-payment percentage of the AGB adjusted cost prior to receiving services. In the event a patient is unable to fulfill the down-payment, their service may be rescheduled for a later date as medically prudent and in accordance will all applicable federal and state laws and/or regulations. 10. Emergency Services Non-Refundable Deposit This section will be implemented with a strict adherence to EMTALA and IU Health Policy ADM 1.32, Screening and Transfer of Emergency or Unstable Patients. Amount of Non-Refundable Deposit All Uninsured Patients presenting for services at IU Health's Emergency Department, via transfer from another hospital facility, or direct admission, will be responsible for a one-hundred dollar ($100.00) non-refundable deposit for services rendered. Patients/guarantors will be responsible for any copays and/or deductibles required by their plan prior to full Financial Assistance being applied. Uninsured Patients wishing to make an application for Financial Assistance greater than the AGB must fulfill their non-refundable deposit prior to IU Health processing said application. Uninsured Patients making payments toward their outstanding non-refundable deposit balance will have said payments applied to their oldest application on file, if applicable.
Schedule H, Part I, Line 7, Column (c) 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 34.27%.
Schedule H, Part I, Line 7, Column (f) 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 $112,713,018. 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 I, Line 7g Subsidized Health ServicesIU Health does not include any costs associated with physician clinics as subsidized health services.
Schedule H, Part II - Promotion of Health in Communities ServedIU Health and its related hospital entities across the State of Indiana ("IU Health Statewide System") participate in a variety of community-building activities that address the health and wellness of residents in the communities it serves through investments in workforce development efforts across the state, collaboration with like-minded organizations through coalitions that address key issues, and advocacy for improvements in the health status of vulnerable populations. IU Health makes contributions to community-building activities by providing investments and resources to local partners in the community. Several examples include IU Health's support of the following organizations and initiatives that focus on community health needs, as well as the conditions and barriers that impact health, including access to healthcare, behavioral health and substance abuse, social determinants of health and nutrition and healthy weight: - Covering Kids and Families - LifeSmart Youth - Volunteers of America Ohio & Indiana - Goodwill Foundation of Central and Southern Indiana - Reach for Youth - Lutheran Foundation - Indy Public Safety Foundation - United Way of Central Indiana - Playworks - Indianapolis Parks Foundation - Gleaner's Food Bank - Indiana Legal Services - Brandywine Creek Farms - Lawrence Community Garden - Greater Indy Habitat for Humanity - Groundwork Indy - Junior Achievement of Central Indiana - Marion County Public Health Department To take volunteer service outside the walls of our facilities, Indiana University Health created IU Health Serves, a team member volunteer program, to positively impact the health of the community and foster a culture of engagement and social responsibility. In 2019, more than 3,800 IU Health team members dedicated more than 29,000 volunteer hours in their communities. IU Health also sponsors and promotes IU Health Days of Service, which are high-impact events aimed at engaging IU Health team members in activities that address identified community outreach priorities. Each year, more than 2,000 IU Health team members volunteer during Days of Service.
Schedule H, Part III, Line 2 Bad Debt Expense MethodologyThe 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 Attributable to Patients Eligible Under the Financial Assistance Policy An uninsured patient and/or guarantor who was admitted through an eligible facility's emergency department via a direct admission from a physician's office, or transfer from another hospital facility, and whose household income is less than or equal to 200% of the Federal Poverty Level may be eligible for full charity assistance after the successful completion of the Financial Assistance Application and satisfaction of his/her non-refundable deposit. To capture all patients who are potentially eligible for Financial Assistance under the IU Health Financial Assistance Policy, IU Health will deem patients/guarantors to be presumptively eligible for financial assistance if they are found to be eligible for one of the following programs, received emergency or direct admit care, and satisfied the required co-pay/deductible: 1. Indiana Children's Special Health Care Services 2. Medicaid 3. Healthy Indiana Plan 4. Patients who are awarded Hospital Presumptive Eligibility 5. Enrolled in a state and/or federal program that verifies the patient's gross household income is less than or equal to 200% of the Federal Poverty Level (FPL). IU Health also conducts a quarterly review of all accounts placed with a collection agency partner for a period of no less than one hundred and twenty (120) days after the account is eligible for an extraordinary collection actions. Said accounts may be eligible for assistance under the financial assistance policy based on the patient's individual scoring criteria and are not included in bad debt. 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 ExpenseIU Health's consolidated financial statements, Footnote 4, 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. Under its financial assistance policy, the Indiana University Health System provides medically necessary care to uninsured patients with inadequate financial resources at charitable discounts equivalent to the amounts generally billed, and it provides eligibility for full charity for emergent encounters for uninsured patients who earn less than 200% of the federal poverty level and who meet application criteria. Patients whose liability is deemed catastrophic relative to their annual household income are also eligible for reduced charges. 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 free care 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 $96,693,000 and $94,886,000 in 2019 and 2018, respectively.
Schedule H, Part III, Line 8 Medicare Surplus or (Shortfall)The amount reported on Schedule H, Part III, Line 6 is calculated, in accordance with the Form 990 instructions, using "allowable costs" from the IU Health Medicare Cost Report. "Allowable costs" for Medicare Cost Report purposes, however, are not reflective of all costs associated with IU Health's participation in Medicare programs. For example, the Medicare Cost Report excludes certain costs such as billed physician services, the costs of Medicare Parts C and D, fee schedule reimbursed services, and durable medical equipment services. Inclusion of all costs associated with IU Health's participation in Medicare programs would significantly increase the Medicare shortfall reported on Schedule H, Part III, Line 7. IU Health's Medicare shortfall is attributable to reimbursements that are less than the cost of providing patient care and services to Medicare beneficiaries and does not include any amounts that result from inefficiencies or poor management. IU Health accepts all Medicare patients knowing that there may be shortfalls; therefore it has taken the position that any shortfall should be counted as part of its community benefit. Additionally, it is implied in Internal Revenue Service Revenue Ruling 69-545 that treating Medicare patients is a community benefit. Revenue Ruling 69-545, which established the community benefit standard for nonprofit hospitals, states that if a hospital serves patients with governmental health benefits, including Medicare, then this is an indication that the hospital operates to promote the health of the community.
Schedule H, Part III, Line 9b Written Debt Collection PolicyIU 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 Patients or their guarantors wishing to apply for Financial Assistance are encouraged to submit a Financial Assistance Application within ninety (90) days of their discharge. Patients or their guarantors may submit an application up to two-hundred and forty (240) days from the date of their first billing statement from IU Health, however, accounts may be subject to ECA as soon as one hundred and twenty (120) days after having received their first billing statement. Patients or their guarantors submitting an incomplete 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 patient fails to cure any deficiencies in their application in the allotted period. Patients with limited English proficiency may request to have a copy of the FAP, a FAP Application, and FAP Plain Language Summary in one of the below languages: - Arabic - Burmese - Burmese-Falam - Burmese-Hakha Chin - Mandarin/Chinese - 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 FAP Application to be mailed to a patient's primary mailing address free of charge. IU Health keeps all applications and supporting documentation confidential. Patients applying for assistance under the FAP will be required to complete a Financial Assistance Application. Patients must include the following documentation with their Financial Assistance Application: - 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 a patient's and/or guarantor's income does not warrant the filing of a federal tax statement, the patient 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; and - If applicable, divorce/dissolution decrees and child custody order 2. Eligibility Determination 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. If a patient or guarantor is granted less than full charity assistance and the patient or guarantor provides additional information for reconsideration, IU Health Revenue Cycle Services may amend a prior Financial Assistance Determination. If a patient or guarantor seeks to appeal the Financial Assistance Determination further, a written request must be submitted, along with the supporting documentation, to the Financial Assistance Committee for additional review/reconsideration. All decisions of the Financial Assistance Committee are final. A patient's Financial Assistance Application and eligibility determination are specific to each individual date(s) of service and related encounters. 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 the FAP. IU Health and its third-party collection agencies may initiate ECA against a patient or their guarantor in accordance with this Policy and 26 C.F.R. 1.501(r). Said ECA may include the following: - Selling a patient's 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's or their guarantor's nonpayment of one or more bills for previously provided care covered under the FAP. - Actions requiring a legal or judicial process, including but not limited to placing a lien on 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. Patients or guarantors currently subject to an ECA who have not previously applied for Financial Assistance may apply for assistance up to two-hundred and forty (240) days of the date of their first billing statement from IU Health. IU Health and their third-party collection agencies will suspend any ECA engaged on a patient or their guarantor while an Application is being processed and considered. 4. Refunds Patients eligible for assistance under the FAP 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 on a separate account not eligible for assistance under the FAP 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 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 each of its hospital locations. For the 2018 CHNAs, 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. 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 communities 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 Assist.IU Health is committed to serving the healthcare needs of all of its patients regardless of their ability to pay for such services. To assist in meeting those needs, IU Health has established a FAP to provide Financial Assistance to Uninsured Patients. IU Health is committed to ensuring its patients are compliant with all provisions of the Patient Protection & Affordable Care Act. To that end, IU Health will make a good faith effort to locate and obtain health insurance coverage for patients prior to considering patients for coverage under the FAP. IU Health takes several measures to inform its patients of the FAP and FAP-eligibility. These measures include the following: 1. Conspicuous public displays will be posted in appropriate acute care settings such as the emergency department and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 2. IU Health will include a conspicuous written notice on all patient billing statements that notifies the patient about the availability of this Policy, and the telephone number of its Customer Service Department which can assist patients with any questions they may have regarding this Policy. 3. IU Health Customer Service representatives will be available via telephone Monday through Friday, excluding major holidays, from 8:00 a.m. to 7:00 p.m. Eastern Time to address questions related to this Policy. 4. IU Health will broadly communicate this Policy as part of its general outreach efforts. 5. IU Health will educate its patient facing team members of the FAP 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, 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, 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 SystemIndiana University Health (IU Health) is Indiana's most comprehensive healthcare system. With hospitals, physician offices and allied services, IU Health provides access to a full range of specialty and primary care services for adults and children. A unique partnership with Indiana University (IU) School of Medicine - one of the nation's leading medical schools - gives patients access to groundbreaking research and innovative treatments to complement high-quality care. National Recognition - Eight hospitals designated as Magnet by the American Nurses Credentialing Center recognizing excellence in nursing care. - IU Health Medical Center is honored to be nationally ranked by U.S. News & World Report for the 22nd year in a row. According to the U.S. News rankings, IU Health Medical Center is the No. 1 ranked hospital in Indiana and Indianapolis and the only nationally ranked adult hospital in the state. For 2019-2020, IU Health Medical Center was rated as high performing nationally in five specialties, with a sixth specialty achieving a top 50 national ranking: - Cancer - high performing - Gastroenterology - high performing - Geriatrics - ranked 45th in nation - Nephrology - high performing - Neurology & Neurosurgery - high performing - Urology - high performing Besides IU Health Medical Center, IU Health has three other hospitals among the 10 top ranked hospitals in Indiana: IU Health Ball Memorial (#5), IU Health Arnett (#8) and IU Health Bloomington (#8) hospitals. The annual rankings, now in their 30th year, are designed to assist patients and their doctors in making informed decisions about where to receive care for challenging health conditions or for common elective procedures. - Riley Hospital for Children at IU Health is honored to be ranked among the top children's hospitals in the country by U.S. News & World Report. In 2020-21, we are ranked in 10 pediatric specialties - one of only 24 pediatric hospitals to do so. We also remain the only nationally ranked children's hospital in Indiana. Education and Research As an academic health center, IU Health 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, 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: - Cancer: One of the initiative's primary goals is to enable the IU Health Melvin and Bren Simon Cancer Center to attain the National Cancer Institute's (NCI) top status of "comprehensive," which would recognize it as one of the top-tier cancer centers in the nation. 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. - Neuroscience: The neurosciences research program tackles a broad range of brain injuries, neurodegenerative disorders and neurodevelopmental disorders. - Cardiovascular: The cardiovascular research initiative develops a comprehensive program for the study and treatment of heart failure, from newborns to older adults. A top priority is developing a cardiovascular genetics program. The Strategic Research Initiative provides patients with access to internationally renowned physicians and to new therapies developed through translational research and clinical trials, and will make use of the latest genetic tools to develop personalized therapies that are more effective for individuals and efficient for healthcare providers. IU Health Statewide System IU Health is a part of the IU Health Statewide System which continues to broaden its reach and positive impact throughout the state of Indiana. IU Health is Indiana's most comprehensive academic health center and consists of IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital. Other hospitals in the IU Health Statewide System include the following: - IU Health Arnett Hospital - IU Health Ball Memorial Hospital - IU Health Bedford Hospital - IU Health Blackford Hospital - IU Health Bloomington Hospital - IU Health Frankfort Hospital - IU Health Jay Hospital - IU Health North Hospital - IU Health Paoli Hospital - IU Health Tipton Hospital - IU Health West Hospital - IU Health White Memorial Hospital Although each hospital in the IU Health Statewide System prepares and submits its own community benefit plan relative to the local community, the IU Health Statewide System considers the sum of these plans part of a statewide vision for strengthening Indiana's overall health. A comprehensive community outreach strategy and community benefit plan is in place that encompasses the academic medical center downtown Indianapolis, suburban Indianapolis and statewide entities around priority areas that focus on health improvement efforts statewide. IU Health is keenly aware of the positive impact it can have on the communities of need in the state of Indiana by focusing on the most pressing needs in a systematic and strategic way. In 2019, IU Health provided more than $738 million in total community benefit and served more than one million individuals. Some ways we address our community health priorities as a system include: IU Health Day of Service The annual IU Health Days of Service is a high-impact event aimed at engaging IU Health team members in activities that address an identified community priority health need. Each year, more than 2,000 IU Health team members volunteer during the Days of Service. Community Health Initiatives With investments in high-quality and impactful initiatives to address community health needs statewide, IU Health is helping Indiana residents improve their health and their quality of life. In 2019, IU Health impacted many people statewide through educational presentations, health risk screenings, health education programs, and additional health educational opportunities made available to the community, especially to our community members in the greatest need of such services. Twenty-four local organizations are benefitting from grants awarded by IU Health. In 2019, IU Health Community Outreach and Engagement awarded more than $900,000 to community organizations and institutions which - like IU Health - are addressing the health needs of the community. These needs include access to affordable healthcare, behavioral health and substance abuse, healthy weight and nutrition and social determinants of health. The grants, administered by the Indiana University Health Foundation, were awarded to the following: Behavioral Health and Substance Abuse - Volunteers of America Ohio & Indiana's (https://www.voaohin.org/) (VOAOHIN) Fresh Start Recovery Center received a $75,000 grant to provide residential addiction treatment to pregnant women and mothers. It also allows up to two children ages 5 and under to live with their mother while they receive services. - Goodwill Foundation of Central and Southern Indiana(https://www.goodwillindy.org/foundation/) received $75,000 to help Goodwill Education Initiatives (GEI) Resilience Initiative support resilience work across 15 Excel Center locations by leveraging groundbreaking research on neuroplasticity - the ability of the brain to reorganize itself - and to train staff and students on enhancing their resilience and mitigating the effects of trauma. - Additional grant winners: - Reach for Youth (https://www.reachforyouth.org/) - Lutheran Foundation (https://thelutheranfoundation) - Indy Public Safety Foundation (https://indypsf.org/ Healthy Weight and Nutrition - United Way of Central Indiana, Inc.'s (https://uwci.org/) initiative Jump IN for Healthy Kids received a $50,000 grant to address the epidemic of childhood obesity with a specific focus on implementing strategies that create healthy places, healthy neighborhoods, and healthy communities in Marion County. - Playworks (https://www.playworks.org/indiana/), a national non-profit organization that partners with Indianapolis schools and youth
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 (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
INDIANA UNIVERSITY
400 E 7th St Rm 501BloomingtonIN47405356001673GOV'T ENTITY$145,000,000Medical/Education research bldg
INDIANA UNIVERSITY SCHOOL OF MEDICINE
714 N SENATE AVEINDIANAPOLISIN46202356001673GOV'T ENTITY$11,000,000RESEARCH/TRAINING
HEALTHNET INC
3401 RAYMOND STINDIANAPOLISIN46203351579827501(C)(3)$1,797,980GENERAL SUPPORT
IU HEALTH FOUNDATION INC
1633 N Capitol Ave 1200INDIANAPOLISIN46202356043086501(C)(3)$219,127SPIRITUAL VALUES FD.
PLAYWORKS EDUCATION ENERGIZED
380 WASHINGTON STOAKLANDCA94607943251867501(C)(3)$23,000COMMUNITY BENEFIT
GLEANERS FOOD BANK OF INDIANA INC
3737 WALDEMERE AVEINDIANAPOLISIN46241351483868501(C)(3)$100,250COMMUNITY BENEFIT
JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC
9449 PRIORITY WAYINDIANAPOLISIN46240351003695501(C)(3)$35,000COMMUNITY BENEFIT
HABITAT FOR HUMANITY OF GREATER INDPLS
3135 N MERIDIAN STINDIANAPOLISIN46208351715910501(C)(3)$45,250COMMUNITY BENEFIT
GROUNDWORK INDY INC
1107 BURDSAL PKWYINDIANAPOLISIN46208473863928501(C)(3)$10,000GENERAL SUPPORT
SOCIAL HEALTH ASSOCIATION OF INDIANA INC
615 N Alabama StIndianapolisIN46204350869056501(c)(3)$50,000Bullying Prevention
GENNESARET FREE CLINIC INC
615 N Alabama StIndianapolisIN46204351776518501(c)(3)$30,000Health Access
GOODWILL OF CENTRAL AND SOUTHERN INDIANA
1635 W Michigan StIndianapolisIN46222350893506501(c)(3)$75,000General Support
CENTER FOR AT-RISK ELDERS
120 E Market St 1190IndianapolisIN46204452980122501(c)(3)$50,600General Support
CONNECT2HELP
3833 N Meridian St 302IndianapolisIN46208311216792501(c)(3)$80,000General Support
CENTRAL INDIANA COMMUNITY FOUNDATION
615 N Alabama St 119IndianapolisIN46204351793680501(c)(3)$51,000Community Benefit
BRANDYWINE CREEK FARM
5332 N 400 EGreenfieldIN46140000000000N/A$25,000General Support
INDIANA PUBLIC HEALTH ASSOCIATION
615 N Alabama St 426IndianapolisIN46204237092694501(c)(3)$35,000Community Benefit
INDIANAPOLIS PARKS FOUNDATION INC
615 N ALABAMA STINDIANAPOLISIN46204351860468501(C)(3)$40,000COMMUNITY BENEFIT
Volunteers of America Ohio & Indiana
1776 E Broad StreetColumbusOH43203340861121501(C)(3)$75,000Fresh Start Recovery Center
500 Festival Inc
21 Virginia Ave Ste 500IndianapolisIN46204351004320501(C)(4)$32,000Community Benefit
Indy Public Safety Foundation Inc
200 E Washington St Ste 241IndianapolisIN46204462975046501(C)(3)$55,000Community Benefit
Marion County Public Health Department
3838 North Rural StreetIndianapolisIN46205000000000Gov't Entity$61,000Community Benefit
Alliance for Health Promotion Inc
615 N Alabama St Ste 426IndianapolisIN46204351843266501(C)(3)$10,000Community Benefit
Indiana Legal Services Inc
151 N Delaware St Ste 1800IndianapolisIN46204356059654501(C)(3)$75,000Community Benefit
Dove Recovery House for Women Inc
3351 N Meridian St Ste 110IndianapolisIN46208352120680501(C)(3)$40,000General Support
Mental Health Association in Indiana Inc
1431 N Delaware StIndianapolisIN46202350896905501(c)(3)$6,250General Support
PROGRESS HOUSE INC
201 S Shelby StreetIndianapolisIN46202356042602501(c)(3)$5,600General Support
Greater Indianapolis Chamber of Commerce
111 Monument Cir Ste 1950IndianapolisIN46204350412920501(c)(6)$25,000General Support
UNITED WAY OF CENTRAL INDIANA INC
PO BOX 88409INDIANAPOLISIN46208351007590501(C)(3)$50,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org26Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSEE PART IVGrantTypeTxt
Recipient4RecipientCnt
Cash Grant$443,832CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2 - Org.'s Proc. for Mon. the Use of Grant FundsAlthough 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 I, PART III, LINE 1 - 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 J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
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 (23 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$1,550,957$0$1,136,690$0$211,173$0$339,451$0$29,989$0$3,268,260$0$0$0
LARRY H STEVENS MD
DIRECTOR$37,500$480,342$0$47,500$0$3,564$0$11,200$1,400$37,500$544,006$0$0
RYAN C KITCHELL
EVP & CAO$974,894$0$558,658$0$137,926$0$1,580,555$0$24,693$0$3,276,726$0$0$0
ALFONSO W GATMAITAN
FORMER KEY EMPLOYEE$0$0$490,998$0$915,479$0$4,922$0$0$0$1,411,399$0$915,479$0
MICHELLE A JANNEY RN
EVP & COO$686,415$0$358,023$0$241,545$0$18,075$0$5,860$0$1,309,918$0$0$0
JONATHAN E GOTTLIEB MD
EVP & CME$783,617$0$432,638$0$250,229$0$18,075$0$10,356$0$1,494,915$0$0$0
RYAN D NAGY MD
PRESIDENT (AAHC)$0$608,921$0$251,452$0$63,362$0$123,700$0$273$0$1,047,708$0$0
MATTHEW R COOK
PRESIDENT (RILEY)$581,502$0$248,092$0$55,244$0$126,007$0$24,071$0$1,034,916$0$0$0
JONATHAN R GOBLE
FORMER KEY EMPLOYEE$0$0$0$0$208,726$0$0$0$0$0$208,726$0$208,726$0
RONALD L STIVER
PRESIDENT (SCS)$538,906$0$242,704$0$81,717$0$114,823$0$31,339$0$1,009,489$0$0$0
JENNIFER M ALVEY
TREASURER / SVP & CFO$621,785$0$276,383$0$72,081$0$126,153$0$29,528$0$1,125,930$0$0$0
MARK A LANTZY
SVP & CIO/PRES. (HEALTH PLANS)$558,455$0$253,310$0$87,869$0$1,029,938$0$27,623$0$1,957,195$0$0$0
ERIC S WILLIAMS MD
FORMER KEY EMPLOYEE$0$179,595$0$500$0$9,517$0$0$0$13,358$0$202,970$0$0
PAUL R HAUT MD
FORMER KEY EMPLOYEE$0$345,150$0$47,723$0$2,322$0$11,452$0$45$0$406,692$0$0
MICHAEL L HARLOWE
FORMER KEY EMPLOYEE$0$256,500$0$32,253$0$2,322$0$11,657$0$24,203$0$326,935$0$0
DAWN M MOORE
FORMER KEY EMPLOYEE$168,962$0$42,120$0$32,410$0$15,886$0$14,191$0$273,569$0$0$0
KEVIN R ARMSTRONG
FORMER KEY EMPLOYEE$377,923$0$174,111$0$28,252$0$96,428$0$23,834$0$700,548$0$0$0
PARVEEN CHAND
FORMER KEY EMPLOYEE$411,020$0$59,816$0$20,242$0$17,241$0$26,216$0$534,535$0$0$0
JOHN F FITZGERALD MD
FORMER HIGHEST COMPENSATED EMP$0$404,730$0$314,530$0$435,280$0$18,075$0$680$0$1,173,295$0$221,505
ELIZABETH DUNLAP
SVP, CHIEF HR OFFICER$542,355$0$247,707$0$27,113$0$114,940$0$24,874$0$956,989$0$0$0
Erin R Lewis
SECR/SVP& GEN COUNSEL(Part Yr)$461,256$0$41,264$0$23,339$0$94,684$0$29,126$0$649,669$0$0$0
Kristy A Schulhof
President (IUH North)(Part Yr)$302,984$0$148,510$0$570,576$0$392,112$0$31,048$0$1,445,230$0$60,777$0
Kenneth D Puckett
President (ISR)$462,981$0$211,080$0$75,835$0$116,713$0$29,197$0$895,806$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Listed BenefitsTax gross-ups were provided to four officers, five key employees, five highest compensated employees, two former key employees, and a former highest compensated employee listed on IU Health's Form 990, Part VII, Section A. The tax gross-ups were treated as taxable compensation. FIRST-CLASS TRAVEL WAS PROVIDED TO A DIRECTOR, DIRECTOR/OFFICER, AND KEY EMPLOYEE LISTED IN IU HEALTH'S FORM 990, PART VII, SECTION A. THE COST OF THE FIRST-CLASS TRAVEL WAS NOT TREATED AS TAXABLE COMPENSATION BECAUSE IT WAS A BUSINESS EXPENSE OF IU HEALTH RATHER THAN PERSONAL IN NATURE. TRAVEL FOR A COMPANION WAS PROVIDED TO A DIRECTOR LISTED IN IU HEALTH'S FORM 990, PART VII, SECTION A. THE COST OF THE TRAVEL WAS NOT TREATED AS TAXABLE COMPENSATION BECAUSE IT WAS A BUSINESS EXPENSE OF IU HEALTH RATHER THAN PERSONAL IN NATURE.
Schedule J, Part I, Line 4a SeveranceAlfonso W. Gatmaitan entered into a severance agreement with IU Health during 2018. Severance of $915,479 that was received during 2019 is included in column b(iii), other reportable compensation. Deferred severance of $999,283 was disclosed in 2018 in column C, retirement and other deferred compensation. Jonathan R. Goble entered into a severance agreement with IU Health during 2018. Severance of $208,726 that was received during 2019 is included in column b(iii), other reportable compensation. Deferred severance of $231,294 was disclosed in 2018 in column C, retirement and other deferred compensation. Kristy A. Schulhof entered into a severance agreement with IU Health during 2019. Severance of $55,348 that was received during 2019 is included in column b(iii), other reportable compensation. Deferred severance of $374,645 is included in column C, retirement and other deferred compensation. Ryan C. Kitchell entered into a severance agreement with IU Health during 2019. No severance was received during 2019. Deferred severance of $1,562,480 is included in column C, retirement and other deferred compensation. This amount includes total severance of $2,654,628 less $1,092,148 which was previously reported as deferred compensation. Mark A. Lantzy entered into a severance agreement with IU Health during 2019. No severance was received during 2019. Deferred severance of $908,360 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., Matthew R. Cook, Ronald L. Stiver, Jennifer M. Alvey, Mark A. Lantzy, Kevin R. Armstrong, Ryan D. Nagy, M.D., Elizabeth Dunlap, John F. Fitzgerald, M.D., Kristy A. Schulhof, Erin R. Lewis, and Kenneth D. Puckett, 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 Kristy A. Schulhof 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. ($160,315) - John F. Fitzgerald, M.D. ($376,472) - Michelle A. Janney, R.N. ($146,318) - Kristy A. Schulhof ($461,442)
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 Personnel and Compensation and Board of Directors prior to any incentive payout.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
INDIANA FINANCE AUTHORITY
A35160231645471AEB42011-04-19$228,195,000SERIES 2011A, B, C, D, AND E BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
B3516023160000000002017-10-12$125,270,000SERIES 2011H AND I BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
C35160231645471AEN82016-05-05$107,790,000SERIES 2011L AND M BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
D35160231645471AFX52011-12-07$221,617,127SERIES 2011N BONDSYes (true)falsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$116,385,000$0$228,203,281$0$0$0$740,000$0$0$70,008,281$157,455,000$02012Yes (true)falseYes (true)Yes (true)
B$85,090,000$0$125,270,000$0$0$0$0$0$0$0$125,270,000$02017Yes (true)falseYes (true)Yes (true)
C$0$0$107,790,000$0$0$0$0$0$0$0$107,790,000$02016Yes (true)falseYes (true)Yes (true)
D$121,160,000$60,500,000$221,624,068$0$0$0$2,148,553$0$0$24,728,315$194,747,200$02013Yes (true)falseYes (true)Yes (true)

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 ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (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 GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalseYes (true)falseYes (true)falsefalse0falseYes (true)
0
BfalsefalseYes (true)falseYes (true)falsefalse0falseYes (true)
0
CfalsefalseYes (true)falseYes (true)falsefalse0falseYes (true)
0
DfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Page 1a, Part I, Line A, Column (f) - Description of PurposeThe Series 2011A, B, C, D, and E Bonds were issued to provide funding for the new construction of buildings and structures and the purchase of equipment. Additionally, the Bonds were issued in order to refund the Series 2008A, C, and D Bonds and pay off a taxable line of credit that refunded the Series 2008B Bonds. The Series 2008A, B, C, and D Bonds were issued on September 11, 2008. A portion of the proceeds of the Series 2011N Bonds was used to refund a portion of the Series 2011E Bonds in the amount of $21,500,000 on December 7, 2011.
Schedule K, Page 1a, Part I, Line B, Column (f) - Description of PurposeThe Series 2011H and I Bonds were issued in order to refund the Series 2005A, B, C, and D Bonds. The Series 2005A, B, C, and D Bonds were issued on November 15, 2005. On August 25, 2014, through the Indiana Finance Authority, IU Health reissued its Series 2011H and I bonds. The transaction was accounted for as a modification of debt. As part of the reissuance, the rate calculation methodology for each was amended resulting in a reduction to the rate applicable to each; the principal payment schedule was amended; and the bank purchase period was extended to November of 2017. As part of the reissuance, the Series 2011H and I Bonds were treated as being currently refunded on August 25, 2014. The original Series 2011H and I Bonds were issued on May 5, 2011. A 2017 reissuance of the Indiana Finance Authority Hospital Revenue Bonds, Series 2011H and 2011I occurred on October 12, 2017, and was treated as a current refunding of such bonds.
Schedule K, Page 1a, Part I, Line C, 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, Page 1a, Part I, Line D, 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, Page 2b, Part I, Line A, 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, Page 2b, Part I, Line B, 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, Page 2b, Part I, Line C, Column (f) - Description of PurposeThe Series 2015B and C Bonds were issued in order to advance refund the Series 2006A Bonds. The Series 2006A Bonds were issued on January 24, 2006. The total proceeds of the issue exceeds the issue price due to investment earnings.
Schedule K, Page 2b, Part I, Line D, 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, Page 1a & 1b, 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 1a, Column A, Series 2011A, B, C, D, and E Bonds: Issue Price: $228,195,000 Earnings: $8,281 Total Proceeds: $228,203,281 Schedule K, Page 1a, Column D, Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068 Schedule K, Page 1B, Column A, Series 2014A Bonds: Issue Price: $80,777,895 Earnings: $1,566,784 Total Proceeds: $82,344,679 Schedule K, Page 1B, Column B, Series 2015A Bonds: Issue Price: $314,416,912 Earnings: $216,402 Total Proceeds: $314,633,314 Schedule K, Page 1B, Column C, Series 2015B and C Bonds: Issue Price: $193,675,000 Earnings: $271,909 Total Proceeds: $193,946,909
Schedule K, Page 2a & 2b, 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, Page 2a & 2b, Part IV, Line 2 - Date of Rebate CalculationPage 2a, Column D: Series 2011N Bonds: May 2016 Page 2b, Column A: Series 2104A Bonds: March 2016 Page 2b, Column B: Series 2015A Bonds: May 2016 Page 2b, Column C: Series 2015 B and C Bonds: July 2016
Schedule K, Page 3c, Part I, 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 $1,145,548.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
INDIANA FINANCE AUTHORITY
A35160231645471ANR92014-10-14$80,777,895SERIES 2014A BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
B35160231645471ANY42015-05-07$314,416,912SERIES 2015A BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
C3516023160000000002015-05-07$193,675,000SERIES 2015B AND C BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
D35160231645471APJ52016-02-18$290,611,029SERIES 2016A, B, AND C BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$21,370,000$0$82,344,679$0$0$0$793,499$0$0$0$81,551,179$02014falseYes (true)Yes (true)Yes (true)
B$0$0$314,633,314$0$0$0$2,122,523$0$0$0$312,510,791$02015falseYes (true)Yes (true)Yes (true)
C$50,000,000$0$193,946,909$0$0$0$171,759$0$0$0$193,775,150$02015falseYes (true)Yes (true)Yes (true)
D$25,580,000$0$290,611,029$0$0$0$1,641,061$0$0$0$288,969,968$02016Yes (true)falseYes (true)Yes (true)

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 ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (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 GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalsefalsefalseYes (true)Yes (true)falsefalse0falseYes (true)
0
DfalsefalseYes (true)falseYes (true)falsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1INDIANA FINANCE AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN351602316BondIssuerEIN
CUSIP45470YEX5CUSIPNum
Bond Issued2019-07-02BondIssuedDt
Issue Price$370,318,185IssuePriceAmt
PurposeSERIES 2019A, B AND C BONDSPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$3,590,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$371,463,732TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$1,348,373IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$163,344,489CapitalExpendituresAmt
Other Spent Proceeds$113,969,813OtherSpentProceedsAmt
Unspent$92,801,058UnspentAmt
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsYes (true)AnyResearchAgreementsInd
Engage Bond Counsel ResearchYes (true)EngageBondCounselResearchInd
Private Bus Use By Others0PrivateBusUseByOthersPct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
JILAINE STEVENS
SPOUSE OF IUH, INC. DIRECTOR, LARRY STEVENS$42,661COMPENSATION FOR SERVICESfalse
VALERIE OMICIOLI
SPOUSE OF IUH, INC. KEY EMPLOYEE JONATHAN GOTTLIEB$86,827COMPENSATION FOR SERVICESfalse

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part VI, Section A, 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. Related for-profit organization: IUH Assurance SPC, Ltd. Type of relationship: Business Directors: Jennifer Alvey, Michelle Janney, Mary Beth Claus, Erin Lewis Related for-profit organization: IU Health Risk Retention Group, Inc. Type of relationship: Business Directors: Jennifer Alvey, Michelle Janney, Erin Lewis Related for-profit organization: CHV Capital, Inc. Type of relationship: Business Director or Officer: Jennifer Alvey, Jonathan Gottlieb, M.D. Unrelated organization: American United Mutual Life Insurance Holding Company Type of relationship: Business Director or Officer: J. Scott Davison, Michael McRobbie Unrelated organization: Citizens Energy Group Type of relationship: Business Director or Officer: Anne Nobles, Jeffrey Harrison
Part VI, Section A, Line 6, 7a and 7b Members or StockholdersLine 6: There shall be two classes of members of the Corporation. One class, known as the University Class, shall consist of those persons serving from time to time as the Trustees of Indiana University. The other class, known as the Methodist Class, shall consist of the Members of the Methodist Health Group, Inc. Line 7a: Except as otherwise provided in the Articles or Bylaws, each class of Members shall be entitled to one (1) vote upon each question which properly comes before a meeting of the Members. Unless otherwise specified by law or the Trustees of Indiana University, the vote of the University Class shall be determined by a majority vote of the constituents of the University Class who are present at a meeting at which a quorum is present and a quorum shall consist of a majority of the constituents of the University Class. The vote of the Methodist Class shall be determined by a two-thirds (2/3) majority of the Members of the Methodist Health Group, Inc. or otherwise as set forth from time to time in the constituent instruments of the Methodist Health Group, Inc. Both member classes may take action without a meeting if a consent in writing setting forth the action so taken shall be approved by at least eighty (80) percent of the constituents of the respective member class or such greater percentage as that member class determines to be necessary for approval of an action without a meeting. 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. Line 7b: Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the approval of the University Class prior to implementation: (a) Any sale, lease, transfer or other alienation of the Indiana University Hospitals real property, as defined in the Definitive Agreement, including any assignment of the University Hospitals lease by and between the Trustees of Indiana University and the Corporation, except as otherwise authorized by resolution or agreement of the Trustees of Indiana University. (b) Any proposal by the Corporation which conflicts with the following principle: the Corporation will continue to make all patients available for medical education unless otherwise requested by the patient or his/her family, as the major clinical teaching resource for the Indiana University School of Medicine. (c) Any change in the formula used to calculate the amount of support provided to the Indiana University School of Medicine, as referenced in the Articles of Incorporation. (d) Any proposed action regarding the operation of Indiana University Hospitals, including the James Whitcomb Riley Hospital for Children, which would conflict with or be contrary to the requirements set forth in the Trustees Resolutions. (e) Any sale or other alienation of all or substantially all of the assets or operations of the Corporation, and any merger, consolidation, change of voting control or other reorganization of the Corporation. (f) Amendment, alteration or repeal of the Articles of Incorporation (g) Any dissolution of the Corporation, except as otherwise required by law. (h) Any revision to, or modification or revocation of the Core Values. (i) Any transfer of the membership of either of the member classes. (j) Any amendment to the Definitive Agreement. Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the approval of the Methodist Class prior to implementation: (a) Any sale, lease, transfer or other alienation of the Methodist Hospital, Inc. ("MHI") Real Property, as defined in the Definitive Agreement, including any assignment of that certain MHI Lease by and between MHI and the Corporation, except as otherwise authorized by resolution or agreement of Methodist Health Group, Inc. (b) 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. (c) Amendment, alteration or repeal of the Articles of Incorporation. (d) Any dissolution of the Corporation, except as otherwise required by law. (e) Any revisions to, or modifications or revocation of the Core Values. (f) Any transfer of the membership of either of the member classes. (g) Any amendment to the Definitive Agreement.
Part VI, Section A, Line 11b Review of Form 990A 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 and approved the following section of the Form 990: 1. Schedule H - Hospitals The Board of Directors' Committee on Personnel and Compensation reviewed and approved 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 Committee was also provided with a complete copy of the Form 990 and related schedules to review. After the review and approval 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.
Part VI, Section B, 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.
Part VI, Section B, Line 15 Process for Determining Compen.IU Health uses a thorough process to determine the compensation of its President and Chief Executive Officer, other officers, and key employees. The process includes the following: (1) The Board of Directors ("Board") has established a Talent Management and Executive Compensation Committee ("TMECC"), the purpose of which includes reviewing and making recommendations regarding executive pay and benefits (collectively referred to as "compensation") on an annual basis. The TMECC is made up of members of the Board that are neither physicians nor employees and do not otherwise have a conflict of interest regarding any of IU Health's compensation arrangements. The TMECC reviews an executive's entire compensation package including base salary, short-term and long-term incentives, health and welfare benefits, qualified and nonqualified retirement plans, as well as any additional fringe benefits. As deemed appropriate, the Committee on Finance, which is also made up of members of the Board, may also review executive compensation and benefits. (2) The TMECC engages an independent compensation consulting firm on an annual basis to conduct a compensation analysis for its executive group, which consists of employees at the level of senior vice president and above. The current compensation advisor is SullivanCotter. SullivanCotter performs its analysis in the form of a compensation survey ("survey") that includes relevant comparability data for compensation levels paid by similarly situated organizations (both governmental and tax exempt) for functionally comparable positions as well as the availability of similar services in the geographic area. SullivanCotter then prepares a survey report and provides recommendations to the TMECC, if deemed appropriate, on changes in executive compensation. A separate analysis using the same methodology is done for the President and Chief Executive Officer. (3) The TMECC then reviews SullivanCotter's report and recommendations and, if appropriate, votes on whether to recommend any changes in executive compensation to the Board. The TMECC will only recommend changes to the Board if they are consistent with the Board's philosophy on compensation matters and are deemed reasonable based upon the independent analysis provided by SullivanCotter. The TMECC's review, discussion and vote are documented in the minutes for the meeting. There are no executives present during the final discussion and approval. (4) The Board then reviews the report prepared by SullivanCotter as well as the recommendations of the TMECC as to any changes in executive compensation. As deemed appropriate, the Committee on Finance may also provide its review of the TMECC's recommendations on any changes in executive compensation. This review and discussion are documented in the minutes. (5) The Board then votes on whether to accept the TMECC's recommendations on any changes in executive compensation. Changes in executive compensation are made if approved by the TMECC and Board on an annual basis, or as necessary throughout the year. The discussion and approval are documented in the minutes of the meeting. There are no executives present during the final discussion and approval. IU Health's General Counsel also prepares a formal written opinion reviewing the executive compensation approval process, comparing it to the Intermediate Sanctions Test of IRC Section 4958. If warranted, IU Health's General Counsel may also provide comments regarding the executive compensation approval process as it relates to meeting the requirements for a rebuttable presumption of reasonableness as provided in the Intermediate Sanctions Test. (6) After the end of each year, the TMECC and Board also review the achievements of the executive group as it relates to the long-term and short-term shared and individual goals developed by the executives and the Board. These achievements may also be reviewed with the Committee on Finance. The Board, at its discretion, may approve bonus payments based upon the achievement of the goals. The discussion and vote of the TMECC and Board is documented in the minutes for each such meeting. The bonuses are not paid until approval is made by the Board. (7) The TMECC and Audit 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.
Part VI, Section C, Line 19 Public DisclosureIU 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.
PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS OR FUND BALANCESDURING 2019, IU HEALTH RECORDED THE FOLLOWING OTHER CHANGES IN NET ASSETS OR FUND BALANCES: EQUITY TRANSFER (SETTLEMENT OF DEBT/RESERVE): -239,529,128 EQUITY TRANSFERS (ADDITIONAL PAID-IN-CAPITAL): -5,589,493 INCOME/(LOSS) - RELATED 501(C)(3) ORGANIZATIONS: 7,690,223 MARK-TO-MARKET ON INTEREST RATE SWAPS: -2,045,275 CHANGE IN PENSION OBLIGATION: -1,710,992 OTHER: -39,927 TOTAL OTHER CHANGES IN NET ASSETS: -241,224,592
FORM 990 PART IX LINE 11GDESCRIPTION:SHARED SERVICES TOTAL FEES:XXX-XX-XXXX
FORM 990 PART IX LINE 11GDESCRIPTION:INFORMATION SERVICES TOTAL FEES:40487343
FORM 990 PART IX LINE 11GDESCRIPTION:CONTRACT SERVICES TOTAL FEES:52152942
FORM 990 PART IX LINE 11GDESCRIPTION:COLLECTION FEES TOTAL FEES:13407792
FORM 990 PART IX LINE 11GDESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:27846437
FORM 990 PART IX LINE 11GDESCRIPTION:FEES - PHYSICIAN ADMIN TOTAL FEES:5119744
FORM 990 PART IX LINE 11GDESCRIPTION:FEES - REFERENCE LAB TOTAL FEES:15977742
FORM 990 PART IX LINE 11GDESCRIPTION:OTHER FEES TOTAL FEES:60696921

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
HEART PARTNERS OF INDIANA LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204201123537HEALTHCAREIN$0$0IUH
IU HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204800141954MANAGEMENTIN$6,735,210$0IUH
IUH POPULATION HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204463913461HEALTHCAREIN$26,859,087$29,328,484IUH
ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351348013HEALTHCAREIN$352$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

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 OrganizationControlledOrganizationInd
Clarian Transplant Institute Inc
950 N Meridian St Ste 800IndianapolisIN46204134350599HealthcareIN501(c)(3)10IUHYes (true)
IU Health Arnett Inc
950 N Meridian St Ste 300IndianapolisIN46204263162145HealthcareIN501(c)(3)3IUHYes (true)
IU Health Ball Memorial Hospital Inc
950 N Meridian St Ste 300IndianapolisIN46204350867958HealthcareIN501(c)(3)3IUHYes (true)
IU Health Ball Memorial Physicians Inc
950 N Meridian St Ste 300IndianapolisIN46204351925641HealthcareIN501(c)(3)10IUHBMHYes (true)
IU Health Bedford Inc
950 N Meridian St Ste 300IndianapolisIN46204237042323HealthcareIN501(c)(3)3IUHYes (true)
IU Health Blackford Hospital Inc
950 N Meridian St Ste 300IndianapolisIN46204010646166HealthcareIN501(c)(3)3IUHBMHYes (true)
IU Health Bloomington Inc
950 N Meridian St Ste 300IndianapolisIN46204351720796HealthcareIN501(c)(3)3IUHYes (true)
IU Health BMH Foundation Inc
950 N Meridian St Ste 800IndianapolisIN46204311111784FundraisingIN501(c)(3)12 IIUHBMHYes (true)
IU Health Care Associates Inc
950 N Meridian St Ste 300IndianapolisIN46204351747218HealthcareIN501(c)(3)10IUHYes (true)
IU Health Frankfort Inc
950 N Meridian St Ste 300IndianapolisIN46204815174295HealthcareIN501(c)(3)3IUHYes (true)
IU Health Jay Inc
950 N Meridian St Ste 300IndianapolisIN46204822736786HealthcareIN501(c)(3)3IUHYes (true)
IU Health Morgan Inc
950 N Meridian St Ste 800IndianapolisIN46204273533027HealthcareIN501(c)(3)10IUHYes (true)
IU Health North Hospital Inc
950 N Meridian St Ste 300IndianapolisIN46204351932442HealthcareIN501(c)(3)3IUHYes (true)
IU Health Paoli Inc
950 N Meridian St Ste 300IndianapolisIN46204352090919HealthcareIN501(c)(3)3IUHYes (true)
IU Health Plans NFP Inc
950 N Meridian St Ste 800IndianapolisIN46204463803873InsuranceIN501(c)(4)N/AIUHYes (true)
IU Health Tipton Hospital Inc
950 N Meridian St Ste 300IndianapolisIN46204262772226HealthcareIN501(c)(3)3IUHYes (true)
IU Health West Hospital Inc
950 N Meridian St Ste 300IndianapolisIN46204351814660HealthcareIN501(c)(3)3IUHYes (true)
IU Health White Memorial Hospital Inc
950 N Meridian St Ste 300IndianapolisIN46204273532963HealthcareIN501(c)(3)3IUHYes (true)
IUHLP Liquidation Inc
950 N Meridian St Ste 800IndianapolisIN46204351125434HealthcareIN501(c)(3)10IUHYes (true)
IUHLP-P Liquidation Inc
950 N Meridian St Ste 800IndianapolisIN46204311070868HealthcareIN501(c)(3)10IUHLPYes (true)
MDwise Marketplace Inc
950 N MERIDIAN ST STE 800IndianapolisIN46204465270582InsuranceIN501(c)(4)N/AIUHYes (true)
MDwise Network Inc
950 N MERIDIAN ST STE 800IndianapolisIN46204472619552InsuranceIN501(c)(4)N/AIUHYes (true)
IU Health Foundation Inc
1633 N CAPITOL AVE STE 1200IndianapolisIN46202356043086FundraisingIN501(c)(3)12 IIUHYes (true)
Methodist Health Group Inc
950 N Meridian St Ste 800IndianapolisIN46204350876390HealthcareIN501(c)(3)12 III-FINAfalse
Methodist Occup Health Centers Inc
950 N Meridian St Ste 300IndianapolisIN46204351844176HealthcareIN501(c)(3)3IUHYes (true)
Riley Cheer Guild Inc
705 Riley Hospital DrIndianapolisIN46202356018517FundraisingIN501(c)(3)12 III-FINAfalse
University Family Physicians Inc
950 N Meridian St Ste 800IndianapolisIN46204237427350HealthcareIN501(c)(3)10IUHCAYes (true)
INDIANA HEALTH INFO EXCHANGE INC
846 N SENATE AVEINDIANAPOLISIN46202364550324HEALTHCAREIN501(C)(3)12 INAfalse
IU Medical Group Foundation Inc
340 W 10th St No FS5100INDIANAPOLISIN46202201093251FUNDRAISINGIN501(C)(3)12 IINAfalse

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
Ball Outpatient Sur Ctr LLC
569 Brookwood Village Ste 901BirminghamAL35244270275794HealthcareINNA
Beltway Surgery Centers LLC
569 Brookwood Village Ste 901BirminghamAL35244352072586HealthcareINNA
BOSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454147343HealthcareINIUHRELATED$2,418,818$6,621,119false$0false0.51000
BSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204452314634HealthcareINIUHRELATED$40,053,723$91,452,680false$0false0.51000
CHV Fund I LLC
950 N Meridian St Ste 800IndianapolisIN46204262523206Venture CapitalINIUHEXCLUDED$90,924$3,353,990false$0false1.00000
CHV Fund II Management LLC
950 N Meridian St Ste 800IndianapolisIN46204371717823Venture CapitalINNA
CHV Fund II LLC
950 N Meridian St Ste 800IndianapolisIN46204800902337Venture CapitalINIUHEXCLUDED-$1,525$13,234,132false$0false1.00000
CHV Fund Management LLC
950 N Meridian St Ste 800IndianapolisIN46204262523151Venture CapitalINNA
Health Venture Management LLC
950 N Meridian St Ste 800IndianapolisIN46204205740218ManagementINIUHUNRELATED$3,005,150$4,887,044false$1,397,306false0.99000
IEC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454148032HealthcareINIUHRELATED$4,149,160$3,701,064false$0false0.51000
Indiana Endoscopy Centers LLC
569 Brookwood Village Ste 901BirminghamAL35244208398421HealthcareINNA
ROC Surgery LLC
569 Brookwood Village Ste 901BirminghamAL35244271497960HealthcareINNA
ROCS Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454148369HealthcareINIUHRELATED$3,248,257$4,128,156false$0false0.51000
Senate St Surgery Center LLC
569 Brookwood Village Ste 901BirminghamAL35244421709357HealthcareINNA
SSSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454148167HealthcareINNARELATED$3,996,580$6,134,494false$0false0.51000
Indiana University Health Fort Wayne LLC
950 N Meridian St Ste 800INDIANAPOLISIN46204831224627Clinic EntrprnrINIUHRELATED-$4,103,876$28,182,686false$0Yes (true)0.67370
Eagle Highlands Surgery Center LLC
569 Brookwood Village Ste 901BirminghamAL35244352259204HealthcareINNA
EHSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454147879HealthcareINIUHRelated$0$0false$0false0.51000
EWASC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204473087761HealthcareINIUHRelated$0$0false$0false0.51000
IU Health EWA Surgery Center LLC
569 Brookwood Village Ste 901BirminghamAL35244473102482HealthcareINna
IU Health Saxony Surgery Center LLC
569 Brookwood Village Ste 901BirminghamAL35244275271091HealthcareINNA
SSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204464472887HealthcareINIUHRELATED$0$0false$0false0.51000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdForeign PostalForeignAddress/ForeignPostalCd
Cardinal Health Ventures Inc
950 N Meridian St Ste 800IndianapolisIN46204351611424ManagementINNACYes (true)
CHV Capital Inc
950 N Meridian St Ste 800IndianapolisIN46204260752507VENTURE CAPITALINIUHCYes (true)$17,410$733,5871.00000
IU Health 457(B) Plan
1100 N Market StWilmingtonDE19890476948347InvestmentsINIUHTYes (true)$1,012,813$40,736,6011.00000
IU Health ACO Inc
950 N Meridian St Ste 800IndianapolisIN46204454421020HealthcareINIUHCYes (true)$9,876,856$14,406,6111.00000
IU Health Board Designated Trust
400 Howard StSan FranciscoCA94105306309021InvestmentsINIUHTYes (true)$46,220,462$700,784,4061.00000
IU Health NTGI S&P500 Fund CF
PO Box 804358ChicagoIL60680306298263InvestmentsINIUHTYes (true)$17,258,252$1,056,086,3481.00000
IU Health Plans Holding Company Inc
950 N Meridian St Ste 800IndianapolisIN46204463794815InsuranceINIUHCYes (true)$62,072,516$24,371,4291.00000
IU Health Risk Purchasing Group Inc
151 Meeting St Ste 301CharlestonSC29401260202446InsuranceINIUHCYes (true)$0$10,4291.00000
IU Health Risk Retention Group Inc
151 Meeting St Ste 301CharlestonSC29401201107674InsuranceSCIUHCYes (true)$122,561$58,697,4760.98000
IU Health Southern IN Physicians Inc
950 N Meridian St Ste 300IndianapolisIN46204351913875HealthcareINIUHBCYes (true)$0$00.00000
IUH Assurance SPC Ltd
980395429InsuranceIUHCYes (true)$16,232,809$111,161,6691.00000PO BOX 69 SOLARIS AVECAMANA BAYGRAND CAYMANCJCJ
Proteuo Fund LP
981075227InvestmentsIUHCYes (true)$19,163,085$314,270,3671.00000PO Box 31106 89 Nexus WayCAMANA BAYGRAND CAYMANCJCJ
SCANS Inc
950 N Meridian St Ste 800INDIANAPOLISIN46204453080392HealthcareINNACYes (true)
BMH MEDICAL PAVILION ASSOCIATION INC
2525 W UNIVERSITY AVEMUNCIEIN47303351858408CONDO MGMTINNACYes (true)
IU HEALTH PLANS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204262127080HMOINnacYes (true)
IU HEALTH PLANS INSURANCE COMPANY
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204811097215INSURANCEINNACYes (true)
Cerberus Res OpPInstitutional LTD
000000000InvestmentsIUHCYes (true)$6,115,979$58,787,1480.75472190 Elgin Avenue George TownGrand CaymanCJCJN/A
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 (77 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
IU HEALTH ARNETT INC
A$11,336,383FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
A$2,233,999FMV
IU HEALTH BLOOMINGTON INC
A$1,079,509FMV
IU HEALTH NORTH HOSPITAL INC
A$12,816,024FMV
IU HEALTH TIPTON HOSPITAL INC
A$702,326FMV
IU HEALTH WEST HOSPITAL INC
A$5,334,001FMV
IU HEALTH WHITE MEMORIAL HOSPITAL INC
A$1,029,475FMV
IU HEALTH FOUNDATION INC
B$219,127FMV
IU HEALTH FOUNDATION INC
C$10,171,900FMV
IU HEALTH ARNETT INC
J$294,011FMV
BELTWAY SURGERY CENTERS LLC
J$676,347FMV
IU HEALTH PLANS INC
J$128,966FMV
IU HEALTH CARE ASSOCIATES INC
J$5,832,355FMV
IU HEALTH PLANS NFP INC
J$216,363FMV
IU HEALTH NORTH HOSPITAL INC
J$2,038,010FMV
ROC SURGERY LLC
J$598,392FMV
IU HEALTH SOUTHERN INDIANA PHYSICIANS INC
J$491,798FMV
IU HEALTH TIPTON HOSPITAL INC
J$77,185FMV
IU HEALTH WEST HOSPITAL INC
J$569,260FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
K$264,912FMV
IU HEALTH NORTH HOSPITAL INC
K$371,973FMV
IU HEALTH ARNETT INC
L$79,307,368FMV
IU HEALTH BEDFORD INC
L$11,945,223FMV
IU HEALTH BLACKFORD INC
L$3,787,626FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
L$66,233,098FMV
IU HEALTH BALL MEMORIAL PHYSICIANS INC
L$9,628,350FMV
BALL OUTPATIENT SURGERY CENTER LLC
L$995,835FMV
BELTWAY SURGERY CENTER LLC
L$5,541,035FMV
IU HEALTH BLOOMINGTON INC
L$67,976,446FMV
EAGLE HIGHLANDS SURGERY CENTER LLC
L$1,434,876FMV
IU HEALTH EAST WASH SURG CTR LLC
L$439,711FMV
IU HEALTH FRANKFORT HOSPITAL INC
L$4,557,167FMV
INDIANA UNIVERSITY HEALTH PLANS INC
L$1,182,611FMV
HEALTH VENTURE MANAGEMENT LLC
L$86,637FMV
INDIANA ENDOSCOPY CENTERS LLC
L$834,562FMV
IU HEALTH CARE ASSOCIATES INC
L$132,040,014FMV
METHODIST OCCUPATIONAL HEALTH CENTERS INC
L$309,487FMV
IU HEALTH PLANS NFP INC
L$2,018,401FMV
IU HEALTH NORTH HOSPITAL INC
L$33,767,310FMV
IU HEALTH PAOLI INC
L$5,337,768FMV
ROC SURGERY LLC
L$1,266,660FMV
IU HEALTH RISK RETENTION GROUP INC
L$2,276,121FMV
IU HEALTH SOUTHERN INDIANA PHYSICIANS INC
L$23,784,810FMV
IU HEALTH SAXONY SURGERY CENTER LLC
L$911,833FMV
SENATE STREET SURGERY CENTER LLC
L$1,136,214FMV
IU HEALTH TIPTON HOSPITAL INC
L$6,851,161FMV
IU HEALTH WEST HOSPITAL INC
L$33,844,099FMV
IU HEALTH WHITE MEMORIAL HOSPITAL INC
L$5,533,035FMV
IU HEALTH ARNETT INC
M$67,500FMV
HEALTH VENTURE MANAGEMENT LLC
M$5,036,247FMV
IU HEALTH CARE ASSOCIATES INC
M$144,970,307FMV
METHODIST OCCUPATIONAL HEALTH CENTERS INC
M$2,071,219FMV
IU HEALTH NORTH HOSPITAL INC
M$513,155FMV
IU HEALTH SOUTHERN INDIANA PHYSICIANS INC
M$1,052,118FMV
IU HEALTH ARNETT INC
O$453,929FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
O$438,100FMV
IU HEALTH BLOOMINGTON INC
O$1,028,729FMV
IUH ASSURANCE SPC LTD
O$550,000FMV
IU HEALTH PAOLI INC
O$62,791FMV
IU HEALTH TIPTON HOSPITAL INC
O$135,689FMV
IU HEALTH SOUTHERN INDIANA PHYSICIANS INC
O$168,731FMV
IU HEALTH CARE ASSOCIATES INC
O$6,575,467FMV
IU HEALTH NORTH HOSPITAL INC
O$1,819,766FMV
IU HEALTH BALL MEMORIAL PHYSICIANS
O$258,662FMV
IUH ASSURANCE SPC LTD
R$7,140,963FMV
IU HEALTH RISK RETENTION GROUP INC
R$8,838,520FMV
BOSC HOLDINGS LLC
S$2,142,000FMV
BSC HOLDINGS LLC
S$35,502,201FMV
IEC HOLDINGS LLC
S$3,837,775FMV
ROCS HOLDINGS LLC
S$2,791,740FMV
SSSC HOLDINGS LLC
S$3,346,212FMV
IU HEALTH ACO INC
L$409,607FMV
IU HEALTH JAY INC
L$6,581,695FMV
IU HEALTH FORT WAYNE LLC
L$1,103,970FMV
BALL OUTPATIENT SURGERY CENTER LLC
O$68,824FMV
IU HEALTH BLOOMINGTON INC
M$1,464,843FMV
IU HEALTH BALL MEMORIAL PHYSICIANS
M$96,633FMV