2020-11-13T10:05:28-06:00 2019-12-31 ERNST & YOUNG US LLP 111 MONUMENT CIR STE 4000 INDIANAPOLIS IN 46204 990 2019-01-01 351955872 INDIANA UNIVERSITY HEALTH INC % CRAIG J JONES INDI 3179634842 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 46204 JENNIFER M ALVEY TREASURER/SVP & CFO 3179634842 2020-11-04 JENNIFER D RHODERICK P00395735 3176817000 162.1.179.248 35198520203185000021 2020-11-13 P 992654FC46C2083604ECDDF562264767EA395C58 1196BFEAF3F646C8BB8F296130513B0A17EA2F31 2019 2021-01-29 14:40:06Z DENNIS M MURPHY 950 N MERIDIAN ST STE 300 INDIANAPOLIS IN 46204 10324567775 false X https://iuhealth.org/ X 1995 IN Improve the health of our patients and community through innovation and excellence in care, education, research and service. 15 13 21386 3922 42278498 311517 9094779 20606319 3814410091 3914132333 109423287 174679910 61078273 55316150 3994006430 4164734712 15222147 159582650 0 0 1254297171 1342602210 0 0 6500783 2094008744 2095859334 3363528062 3598044194 630478368 566690518 8335546825 9596487824 3815421512 4264793540 4520125313 5331694284 X IMPROVE THE HEALTH OF OUR PATIENTS AND COMMUNITY THROUGH INNOVATION AND EXCELLENCE IN CARE, EDUCATION, RESEARCH AND SERVICE. false false 1514510937 159582650 2311098660 Indiana University Health, Inc. ("IU Health") is an academic health center comprised of IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children at IU Health (together referred to as "IU Health Academic Health Center"), IU Health Saxony Hospital, and IU Health Morgan. It also offers pharmacy, home care, outpatient, and emergency transport services throughout the central Indiana area. IU Health incorporates a unique partnership with Indiana University School of Medicine ("IU School of Medicine"), one of the nation's leading medical schools, to give patients access to innovative treatments and therapies, all without regard to their ability to pay. IU Health is also the parent organization of the IU Health System, Indiana's most comprehensive health care system. IU Health Methodist and IU Health University Hospitals IU Health Methodist and IU Health University Hospitals, located in Indianapolis, Indiana, are a 1,152-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. 429114815 0 654816447 Lab Services provided to patients and non-patients. 346987603 0 529492763 IU Health provides services to related tax-exempt organizations. 102908768 0 157035720 Member premium revenue 130880405 0 199719606 PHARMACY 63270552 0 96548979 ALL OTHER PROGRAM SERVICE REVENUE 297059725 0 453304305 2587673080 true true false true false false false false false true true true false false true true false true false false true false false false false false true true true true true true false false false false false false false false true false false false false false true true true true true false true X 3407 0 true 21386 true true true true CJ UK CA KS false false false false false false false false true false X 15 13 true false false false true true true true true false false true true true true true true true true true true IN X CRAIG J JONES 3179634842 950 N MERIDIAN STREET SUITE 300 INDIANAPOLIS IN 46204 X RYAN C KITCHELL EVP & CAO 55.0 0.0 X 1671478 0 1605248 DENNIS M MURPHY DIRECTOR/PRESIDENT & CEO 60.0 1.0 X X 2898820 0 369440 MARK A LANTZY SVP & CIO/PRES. (HEALTH PLANS) 30.0 25.0 X 899634 0 1057561 JONATHAN E GOTTLIEB EVP & CME 55.0 0.0 X 1466484 0 28431 Kristy A Schulhof President (IUH North)(Part Yr) 0.0 55.0 X 1022070 0 423160 ALFONSO W GATMAITAN FORMER KEY EMPLOYEE 0.0 0.0 X 1406477 0 4922 MICHELLE A JANNEY RN EVP & COO 55.0 0.0 X 1285983 0 23935 JOHN F FITZGERALD MD FORMER HIGHEST COMPENSATED EMP 0.0 55.0 X 0 1154540 18755 JENNIFER M ALVEY TREASURER / SVP & CFO 55.0 0.0 X 970249 0 155681 RYAN D NAGY MD PRESIDENT (AAHC) 25.0 30.0 X 0 923735 123973 MATTHEW R COOK PRESIDENT (RILEY) 45.0 10.0 X 884838 0 150078 RONALD L STIVER PRESIDENT (SCS) 55.0 0.0 X 863327 0 146162 ELIZABETH DUNLAP SVP, CHIEF HR OFFICER 55.0 0.0 X 817175 0 139814 Kenneth D Puckett President (ISR) 0.0 55.0 X 749896 0 145910 KEVIN R ARMSTRONG FORMER KEY EMPLOYEE 55.0 0.0 X 580286 0 120262 Erin R Lewis SECR/SVP& GEN COUNSEL(Part Yr) 55.0 0.0 X 525859 0 123810 LARRY H STEVENS MD DIRECTOR 6.0 50.0 X 37500 531406 12600 PARVEEN CHAND FORMER KEY EMPLOYEE 55.0 0.0 X 491078 0 43457 PAUL R HAUT MD FORMER KEY EMPLOYEE 55.0 0.0 X 0 395195 11497 MICHAEL L HARLOWE FORMER KEY EMPLOYEE 25.0 30.0 X 0 291075 35860 DAWN M MOORE FORMER KEY EMPLOYEE 55.0 0.0 X 243492 0 30077 JONATHAN R GOBLE FORMER KEY EMPLOYEE 0.0 0.0 X 208726 0 0 ERIC S WILLIAMS MD FORMER KEY EMPLOYEE 0.0 55.0 X 0 189612 13358 MARY BETH CLAUS SECR/SVP& GEN COUNSEL(Part yr) 55.0 0.0 X 112834 0 9944 J SCOTT DAVISON BOARD CHAIR / DIRECTOR 6.0 0.0 X X 50000 0 0 JAY L HESS MD DIRECTOR 6.0 2.0 X 37500 6500 0 MAUREEN BISOGNANO DIRECTOR 6.0 0.0 X 37500 0 0 JAMES A DAVLIN V DIRECTOR 6.0 0.0 X 37500 0 0 THOMAS V EASTERDAY DIRECTOR 6.0 0.0 X 37500 0 0 KYLE L GRAZIER DIRECTOR 6.0 0.0 X 37500 0 0 JEFFREY A HARRISON DIRECTOR 6.0 0.0 X 37500 0 0 ROBERT A PALMER DIRECTOR 6.0 0.0 X 37500 0 0 ANNE NOBLES DIRECTOR 6.0 1.0 X 35000 0 0 MICHAEL A MCROBBIE VICE-CHAIR 6.0 0.0 X X 35000 0 0 BISHOP JULIUS C TRIMB VICE-CHAIR 6.0 0.0 X X 35000 0 0 HARRY L GONSO DIRECTOR 6.0 0.0 X 35000 0 0 HON SARAH EVANS BARKE DIRECTOR 6.0 0.0 X 0 0 0 17186206 3485563 4793935 1514 true true false IU HEALTH CARE ASSOCIATES INC 950 N MERIDIAN ST STE 300 INDIANAPOLIS IN 46204 MEDICAL 151988556 PricewaterhouseCoopers LLP 300 Madison Avenue NEW YORK NY 10017 Professional Svcs 35406115 CERNER CORP 2800 ROCKCREEK PKWY KANSAS CITY MO 64117 HEALTH IT SOLUTIONS 26210851 TRIMEDX LLC 5451 LAKEVIEW PKWY S DR INDIANAPOLIS IN 46268 CLINICAL ENGINEERING 26015164 Messer Construction Co 2445 N Meridian St INDIANAPOLIS IN 46208 Construction 34932068 277 10171900 8869592 1564827 20606319 NET PATIENT SERVICE REVENUE 622110 2311098660 2311098660 REFERENCE LABORATORY 621500 654816447 646184121 8632326 MEMBER PREMIUM REVENUE 541900 157035720 157035720 SHARED SERVICES 900099 529492763 516419834 13072929 PHARMACY 446110 199719606 185085552 14634054 61969137 60519518 1449619 3914132333 102585125 34579842 68005283 0 0 14507402 12992650 1514752 0 1514752 322514 1192238 6216268388 2666810 6144459807 2380606 71808581 286204 72094785 1338851 70755934 0 0 0 0 0 0 0 0 0 CAFETERIA/FOOD SERVICE 721110 7508656 7508656 PARKING 812930 2986009 2986009 TELEPHONE 517000 1357774 1357774 41948959 2828205 39120754 53801398 4164734712 3910923247 42278498 190926648 X 159138818 159138818 443832 443832 0 0 14075859 9245239 4830620 3258265 2140079 1118186 1054155643 688232466 361774150 4149027 89047161 58487553 30559608 107437539 70143344 36841930 452265 74627743 48722630 25622583 282530 2253686 2253686 4714287 4714287 2581664 2581664 674060 674060 0 9622179 9622179 383523449 220739705 162109514 674230 18385980 1071729 17053240 261011 31968507 16042454 15847168 78885 111541844 27431740 84033485 76619 0 74476564 573572 73902611 381 3948036 1527796 2351557 68683 0 526864 215471 295129 16264 44692640 27958 44664682 0 155066773 97336811 57729962 18923469 892627 18030842 DRUGS AND MEDICAL SUPPLIES 732224801 732224801 HEALTH CLAIMS TO PROVIDERS 166927008 166927008 BAD DEBT 109084903 109084903 HOSPITAL ASSESSMENT FEE 80632624 80632624 144089996 96389920 47259188 440888 3598044194 2587673080 1003870331 6500783 105418 100618 370411669 350388474 1166869 2209321 505620007 488417666 0 0 0 0 642250736 616167486 68739798 68620652 56347176 102088358 3801146797 2242948081 1495079264 1558198716 2764003286 3808215947 2024026049 2206426397 352987114 372705442 7586056 7586056 47223383 15362691 8335546825 9596487824 488713438 482010046 0 0 19920534 16834082 1473351615 1686053000 0 0 0 0 99720053 121402399 0 0 1733715872 1958494013 3815421512 4264793540 X 4518269449 5329838420 1855864 1855864 4520125313 5331694284 8335546825 9596487824 X 566690518 486103045 -241224592 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 556835 false true 117225 674060 false Schedule C, Part II-B, Lines 1b and g - Paid staff and direct contact During 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 Activities Several 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 1855864 1855864 4888281 3032417 1855864 4888281 4888281 4888281 4888281 4888281 4888281 0.00000 1.00000 0.00000 false true true 175236714 175236714 1933758680 1038188247 895570433 30495772 10990919 19504853 1507001116 1173233452 333767664 154654515 20535463 134119052 1558198716 ALTERNATIVE INVESTMENTS 2206426397 F 2206426397 0 INTERCOMPANY PAYABLES (NET) 1704715620 INTEREST RATE SWAP LIABILITIES 31649726 DUE TO THIRD-PARTY PAYERS 134565963 PENSION AND OTHER RET. LIAB. 13238352 ENVIRONMENTAL OBLIGATIONS 5883676 ACCRUED INTEREST ON BONDS 6945420 SELF-INSURANCE LIABILITIES 2547284 LEASE LIABILITIES - OPERATING 58947972 1958494013 X Schedule D, Part V, Line 4 - Intended Uses of Org.'s Endowment Funds Permanently restricted net assets are generally restricted for indigent and other patient care services, medical education and research programs, and medical supplies and equipment. Schedule D, Part X, Line 2 - FIN 48 (ASC 740) Footnote The Internal Revenue Service (IRS) has determined that Indiana University Health and certain of its affiliated entities are tax-exempt organizations as defined in Section 501(c)(3) of the Internal Revenue Code (IRC). Indiana University Health and its tax-exempt affiliates are, however, subject to federal and state income taxes on unrelated business income under the provisions of IRC Section 511. 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. Central America and the Caribbean 0 0 Investments N/A 1391695723 Europe (Including Iceland and Greenland) 0 0 Investments N/A 20513510 North America 0 0 Investments N/A 717777 East Asia and the Pacific 0 0 Investments N/A 3635134 Central America and the Caribbean 0 0 Program Services SELF-INSURANCE 7225573 Central America and the Caribbean 0 0 Conduct board meetings n/a 17226 Central America and the Caribbean 0 0 Unrelated Trade or Business n/a 2946819 Sub-Saharan Africa 0 2 Program Services Ebola Prevention 4962 Sub-Saharan Africa 0 3 Send agents to seminar n/a 4247 Central America and the Caribbean 0 6 Send agents to seminar n/a 12690 East Asia and the Pacific 0 2 Send agents to seminar n/a 3973 Europe (Including Iceland and Greenland) 0 25 Send agents to seminar n/a 63800 Middle East and North Africa 0 11 Send agents to seminar n/a 83706 North America 0 36 Send agents to seminar n/a 43873 South America 0 1 Send agents to seminar n/a 3610 South Asia 0 2 Send agents to seminar n/a 9326 East Asia and the Pacific 0 2 Program Services strategic business 11238 Middle East and North Africa 0 2 Program Services humanitarian surgeries 35800 0 90 0 2 0 92 1426993187 35800 1427028987 true false true true true false Schedule F, Part I, Line 3 - Activities per Region The amounts reported on Schedule F, Part I, Line 3 include the book values of foreign investments, insurance premiums paid directly to an off-shore captive, 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. true true X true X false true true false true true 24777 52728522 52728522 0.01510 83876 964597157 628193301 336403856 0.09640 108653 1017325679 628193301 389132378 0.11150 17 64686 17863747 673155 17190592 0.00490 3 3358 116098250 16221047 99877203 0.02860 1 0 20511580 3031523 17480057 0.00500 1 0 11000000 11000000 0.00320 5 67401 12915863 134742 12781121 0.00370 27 135445 178389440 20060467 158328973 0.04540 27 244098 1195715119 648253768 547461351 0.15690 1 250000 250000 0.00010 1 3119 3119 0.00000 1 5904 21751 21751 0.00000 3 5904 274870 274870 0.00010 false 37642301 405794875 445525579 -39730704 X true true SEE PART VI AMBULATORY SURGERY CENTER 0.25636 0.74364 SEE PART VI AMBULATORY SURGERY CENTER 0.25849 0.74151 SEE PART VI AMBULATORY SURGERY CENTER 0.2601 0.7399 SEE PART VI AMBULATORY SURGERY CENTER 0.29695 0.70305 SEE PART VI AMBULATORY SURGERY CENTER 0.27112 0.72888 1 1 INDIANA UNIVERSITY HEALTH 1701 N SENATE BLVD INDIANAPOLIS IN 46202 https://iuhealth.org/ 20-005051-1 X X X X X X SEE PART V, SECTION C FOR ADDITIONAL INFORMATION INDIANA UNIVERSITY HEALTH 1 false false true X X X X X X X X X 18 true false false true X SEE PART V, SECTION C true 19 true SEE PART V, SECTION C false true X 200. 0. X X X X X true true X X X true X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X X true X false X X X X true X false false Schedule H, Part V, Section A, Line 1 Name, Address, and Website IU Health operates several hospital locations under a single hospital license issued by the Indiana State Department of Health. The names, addresses, and primary website addresses for each of these locations are as follows: IU Health Methodist Hospital 1701 N. Senate Blvd. Indianapolis, IN 46202 https://iuhealth.org/find-locations/iu-health-methodist-hospital IU Health University Hospital 550 University Blvd. Indianapolis, IN 46202 https://iuhealth.org/find-locations/iu-health-university-hospital Riley Hospital for Children at IU Health 705 Riley Hospital Dr. Indianapolis, IN 46202 https://www.rileychildrens.org/ IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children at IU Health are collectively referred to as the IU Health Academic Health Center. IU Health Saxony Hospital 13000 E. 136th St. Fishers, IN 46037 https://iuhealth.org/find-locations/iu-health-saxony-hospital Schedule H, Part 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 Community IU Health operates four hospital locations that are licensed as a single hospital by the Indiana State Department of Health. These hospital locations are as follows: - IU Health Methodist Hospital - IU Health University Hospital - Riley Hospital for Children at IU Health - IU Health Saxony Hospital IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children are located in Indianapolis, Marion County, Indiana and are referred to as the IU Health Academic Health Center. IU Health Saxony Hospital is located in Fishers, Hamilton County, Indiana. Although licensed as a single hospital, each of these facilities serve different, although sometimes overlapping, portions of the community which present their own unique health needs. In order to take into account all of these unique health needs, IU Health conducted separate Community Health Needs Assessments ("CHNAs") for each of its four hospital locations. For the 2018 Community Health Needs Assessment, Indiana University Health conducted the community survey data collection in collaboration with Indiana University, University of Evansville and an Indiana Hospital Collaborative, including Community Health Network, Franciscan Alliance, St. Vincent Health and other hospital partners. In conducting each of its most recent CHNAs, IU Health took into account input from persons who represent the broad interests of the communities it serves by hosting several community conversation focus groups. These focus groups included public health officials and community leaders to discuss the healthcare needs of the service area and what role IU Health could play in addressing the identified needs. IU Health Academic Health Center Community Meetings - Marion County Between May 7 and 9, 2018, three meetings of community representatives were held in Indianapolis, the county seat of Marion County. In total, the meetings were attended by 42 community members invited by IU Health in partnership with Community Health Network because they represent important community organizations and sectors such as: local health departments, police/fire departments, nonprofit organizations, local businesses, health care providers, mayors/local policymakers, faith-based organizations, parks and recreation departments, and schools. Through these meetings, IU Health sought a breadth of perspectives on the community's health needs. The specific organizations represented at the meetings are listed below. - Adult and Child Health - All Senior Citizens Connect - Central Indiana Council on Aging (CICOA) - City of Indianapolis - Coburn Place - Community Health Network - Gennesaret Free Clinics - Gleaners Food Bank - Health by Design - IU Health Methodist Hospital - IU Health University Hospital - Indiana Youth Institute - Indianapolis Fire Department - Indianapolis Metropolitan Police Department - Indy Hunger Network - Indianapolis Parks and Recreation - Irvington Development Organization - Jump IN for Healthy Kids - Lawrence Community Gardens - Marion County Public Health Department - New Beginnings Church - Paramount Schools of Excellence - Progress House - Purdue Extension - The Polis Center - University of Indianapolis The meeting began with a presentation that discussed the goals and status of the CHNA process and the purpose of the community meetings. Then, secondary data were presented, along with a summary of the most unfavorable community health indicators. For Marion County, those indicators were (in alphabetical order): - Air pollution - Communicable diseases and STDs - Crime - Mental health and supply of mental health providers - Obesity and lack of physical activity - Poverty and high 'Community Need Index' - Smoking and tobacco use Meeting participants then were asked to discuss whether the identified, unfavorable indicators accurately identified the most significant community health issues and were encouraged to add issues that they believed were significant. Several issues were added by each group, such as: - High school graduation rates - Built environment - Access to primary care - Homelessness - Access to healthy food/food insecurity - Needs of the growing senior community - Substance abuse - Dental care - Disparities in access to basic, affordable needs - Education - Education on communicable diseases - Nutrition and cooking education - Teen pregnancy During the meetings, a range of other topics was discussed, including: - Ability to address topics such as crime, poverty, and air pollution - Aging population - Teen pregnancy - Water - Parks - Funding - Walkability - Social determinants of health - Disparities - Collaboration with community organizations - Government affairs department - Individuals with disabilities and their health needs - Effects of opioid abuse on children After discussing the needs identified through secondary data and adding others to the list, participants in each meeting were asked through a voting process to identify "three to five" they consider to be most significant. Food insecurity, substance abuse, mental health, social determinants of health, and obesity were frequently identified through the community meeting process for Marion County. Interviews - Marion County An interview also was conducted with two representatives of the Marion County Public Health Department. The interviews were conducted to assure that appropriate and additional input was received from governmental public health officials. The results of the community meetings were discussed and insights were sought regarding significant community health needs, reason(s) such needs are present, and how they can be addressed. The interviews were guided by a structured protocol that focused on opinions regarding significant community health needs, describing why such needs are present, and seeking ideas for how to address them. The interviewees confirmed that the needs identified by the community meeting participants were significant. These needs were: - Access to healthy food (food insecurity) and its relation to obesity - Poverty - Mental health - Disparities in access to basic needs (housing, transportation, etc.) - Substance abuse Poverty has increased significantly since 2005, from one out of every five households to one out of every three with children in poverty. This increased poverty level has created a large issue with food insecurity. While unemployment rates are low, wages are an issue for many in the community. The minimum wage is not a living wage and many people who have low paying jobs still struggle with food insecurity and other issues. Mental health status and access to mental health care is a significant issue, with a particular focus on the lack of providers, and issues surrounding suicide among children. Since many providers receive little in reimbursement from insurance for mental health treatment, finding providers and hospitals with a focus on mental health is difficult. There is a need for navigators that could help residents find needed services and sign up for state insurance plans. Substance abuse is a significant issue, as evidenced by drug overdose deaths. Additionally, while there were 500 ambulance trips for drug overdoses in 2013, this number is over 2,000 in recent years. Communicable disease linked to substance abuse is also an issue, as rates of hepatitis C and HIV have increased in part due to intravenous drug use. Despite great progress and policy around the issue, smoking is still an issue that many are no longer paying attention to because of a misbelief that the issue is solved. The recent rise of e-cigarettes also may contribute to increased smoking due to attracting teenagers. Transportation is a barrier to care. While the city has options, the bus system is inefficient and can take a long time. Cancer is also an issue, with large disparities in incidence rates among different demographic groups. In particular the incidence rates of lung, colon, and prostate cancers are significant needs in the community. The interviewees also identified several other significant issues in the community, including: - Dental care and access to dental care providers - Violence and homicide - Infant mortality, especially with the disparities present among different racial groups - Childhood obesity - Chronic diseases, particularly diabetes 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 Website Copies 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 Website Copies 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 Needs IU 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 FPG In addition to FPG, IU Health may take into consideration a patient's income and/or ability to pay in the calculation of a financial assistance award. Schedule H, Part V, Section B, Line 13h Other FAP Eligibility Criteria IU 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 Website A 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 Website A 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 Website A 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 Publicize IU 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. 178 INDIANA HAND TO SHLDR BELTWAY SRGRY CTR 8501 HARCOURT RD INDIANAPOLIS IN 46260 AMBULATORY SURGERY IU HEALTH EAST WASHINGTON SURGERY CENTER 9660 E WASHINGTON ST STE 200 INDIANAPOLIS IN 46229 AMBULATORY SURGERY IU HEALTH MERIDIAN SOUTH SURGERY CENTER 8820 S MERIDIAN ST INDIANAPOLIS IN 46217 AMBULATORY SURGERY IU HEALTH MULTI-SPECIALITY SURGERY CTR 10601 N MERIDIAN ST SUITE 250 INDIANAPOLIS IN 46290 AMBULATORY SURGERY IU HEALTH SPRING MILL SURGERY CENTER 10300 N ILLINOIS ST SUITES 1300 INDIANAPOLIS IN 46290 AMBULATORY SURGERY IU HEALTH BELTWAY SURGERY CENTER 151 PENNSYLVANIA PKWY CARMEL IN 46280 AMBULATORY SURGERY IU HEALTH SPRING MILL SURGERY CENTER 10300 N ILLINOIS ST STE 1300 CARMEL IN 46290 AMBULATORY SURGERY IU HEALTH HOME CARE 950 N MERIDIAN ST STE 700 INDIANAPOLIS IN 46204 HOME HEALTH IU HEALTH EXPRESSIONS HOME MEDICAL EQUIP 11725 N ILLINOIS ST SUITE 485 CARMEL IN 46032 HOME HEALTH IU HEALTH EXPRESSIONS HOME MEDICAL EQUIP 1701 N SENATE BLVD INDIANAPOLIS IN 46202 HOME HEALTH IU HEALTH BALL MEM OUTPATIENT SURG CTR 2401 W UNIVERSITY AVE MUNCIE IN 47303 AMBULATORY SURGERY IU HEALTH MORGAN 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 DIAGNOSTIC & OTHER OUTPATIENT IU HEALTH EAGLE HIGHLANDS SURGERY CENTER 6850 PARKDALE PL INDIANAPOLIS IN 46254 AMBULATORY SURGERY BELTWAY SURGERY CENTER SPRING MILL 200 W 103RD ST STE 2400 INDIANAPOLIS IN 46290 AMBULATORY SURGERY SENATE STREET SURGERY CENTER 1801 N SENATE BLVD INDIANAPOLIS IN 46202 AMBULATORY SURGERY IU HEALTH UNIVERSITY RETAIL PHARMACY 550 N UNIVERSITY BLVD INDIANAPOLIS IN 46202 PHARMACY IU HEALTH SAXONY SURGERY CENTER 13100 E 136TH ST FISHERS IN 46037 AMBULATORY SURGERY INDIANA ENDOSCOPY CENTERS 10967 ALLISONVILLE RD STE 100 FISHERS IN 46038 AMBULATORY SURGERY INDIANA ENDOSCOPY CENTERS 1115 N RONALD REAGAN PKWY STE 3 AVON IN 46123 AMBULATORY SURGERY INDIANA ENDOSCOPY CENTERS 1801 N SENATE BLVD STE 710 INDIANAPOLIS IN 46202 AMBULATORY SURGERY IU HEALTH CICC - NORTH 10212 LANTERN RD FISHERS IN 46038 SPECIALTY CARE IUH BLOOMINGTON HOSPITAL MAIN CAMPUS LAB 601 W 2ND ST 1ST FL BLOOMINGTON IN 47403 LAB IU HEALTH BALL MEMORIAL HOSPITAL LAB 2401 UNIVERSITY AVE MUNCIE IN 47303 LAB IU HEALTH CICC - EAST 6845 RAMA DR INDIANAPOLIS IN 46219 SPECIALTY CARE IU HEALTH METHODIST RETAIL PHARMACY 1801 N SENATE BLVD STE 105 INDIANAPOLIS IN 46202 PHARMACY IU HEALTH ARNETT HOSPITAL LAB 5165 MCCARTY LN LAFAYETTE IN 47905 LAB IU HEALTH WEST HOSPITAL LAB 1111 RONALD REAGAN PKWY SUITE A11 AVON IN 46123 LAB GLEN LEHMAN ENDOSCOPY SUITE 550 N UNIVERSITY BLVD STE 4100 INDIANAPOLIS IN 46202 AMBULATORY SURGERY IU HEALTH NORTH HOSPITAL LAB 11700 N MERIDIAN ST CARMEL IN 46032 LAB IU HEALTH SLEEP DISORDERS CENTER 714 N SENATE AVE STE 110 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH HOSPICE 950 N MERIDIAN ST STE 700 INDIANAPOLIS IN 46204 HOSPICE IU HEALTH METHODIST MEDICAL PLAZA SOUTH 8830 S MERIDIAN ST INDIANAPOLIS IN 46217 DIAGNOSTIC & OTHER OUTPATIENT IU HEALTH SLEEP APNEA EDUCATION CENTER 6004 W KILGORE AVE MUNCIE IN 47304 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 6004 W KILGORE AVE MUNCIE IN 47304 SPECIALTY CARE IU HEALTH BALL MEMORIAL HOSPICE 2401 W UNIVERSITY AVE MUNCIE IN 47303 HOSPICE IU HEALTH METHODIST MEDICAL PLAZA NORTH 151 PENNSYLVANIA PKWY INDIANAPOLIS IN 46280 DIAGNOSTIC & OTHER OUTPATIENT IU HEALTH RILEY RETAIL PHARMACY 705 RILEY HOSPITAL DR ROC 1201 INDIANAPOLIS IN 46202 PHARMACY RILEY OUTPATIENT SURGERY CENTER 575 RILEY HOSPITAL DR INDIANAPOLIS IN 46202 AMBULATORY SURGERY IU HEALTH SLEEP DISORDERS CENTER 1504 CLINIC DR BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SAXONY HOSPITAL LAB 13000 E 136TH ST FISHERS IN 46037 LAB IU HEALTH NORTH RETAIL PHARMACY 11700 N MERIDIAN ST STE B106 CARMEL IN 46032 PHARMACY IU HEALTH WHITE MEMORIAL HOSPITAL LAB 720 S 6TH ST MONTICELLO IN 47960 LAB IU HEALTH BALL MEMORIAL HOME CARE 2401 W UNIVERSITY AVE MUNCIE IN 47303 HOME HEALTH IU HEALTH SLEEP DISORDERS CENTER 1411 W COUNTY LINE RD STE C GREENWOOD IN 46142 SPECIALTY CARE IU HEALTH WEST RETAIL PHARMACY 1111 N RONALD REAGAN PKWY M105 AVON IN 46123 PHARMACY IU HEALTH PAOLI HOSPITAL LAB 642 W HOSPITAL RD PAOLI IN 47454 LAB IU HEALTH BLOOMINGTON HOME CARE 333 E MILLER DR BLOOMINGTON IN 47401 HOME HEALTH IU HEALTH ARNETT HOME CARE 3900 MCCARTY LN STE 103 LAFAYETTE IN 47905 HOME HEALTH IU HEALTH SAXONY RETAIL PHARMACY 13100 E 136TH ST STE 1000 FISHERS IN 46037 PHARMACY IU HEALTH BLACKFORD HOSPITAL LAB 410 PILGRIM BLVD HARTFORD CITY IN 47348 LAB IU HEALTH TIPTON HOSPITAL LAB 1000 S MAIN ST TIPTON IN 46072 LAB IU HEALTH RADIOLOGY 9650 E WASHINGTON ST INDIANAPOLIS IN 46229 RADIOLOGY IU HEALTH LIFECARE 1633 N CAPITAL AVE STE 300 INDIANAPOLIS IN 46202 DIAGNOSTIC & OTHER OUTPATIENT IU HEALTH PHYSICAL THERAPY & REHAB 6866 W STONEGATE DR SUITE 106 ZIONSVILLE IN 46077 REHABILITATION SERVICES IU HEALTH PHYSICAL THERAPY & REHAB 404 E WASHINGTON ST STE B INDIANAPOLIS IN 46204 REHABILITATION SERVICES IUH ADDICTION TREATMENT & RECOVERY CNTR 727 W 2ND ST BLOOMINGTON IN 47403 BEHAVIORAL HEALTH IUH ADDICTION TREATMENT & RECOVERY CNTR 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 BEHAVIORAL HEALTH IUH ADDICTION TREATMENT & RECOVERY CNTR 1758 W 100 S PORTLAND IN 47371 BEHAVIORAL HEALTH IUH ADDICTION TREATMENT & RECOVERY CNTR 210 N TILLOTSON AVE MUNCIE IN 47304 BEHAVIORAL HEALTH IU HEALTH OLCOTT CENTER 619 W 1ST ST BLOOMINGTON IN 47403 DIAGNOSTIC & OTHER OUTPATIENT IU HEALTH METHODIST MEDICAL PLAZA 6850 PARKDALE PL INDIANAPOLIS IN 46254 DIAGNOSTIC & OTHER OUTPATIENT ADULT AMBULATORY CARE CENTER 550 N UNIVERSITY BLVD STE 3500 INDIANAPOLIS IN 46202 DIAGNOSTIC & OTHER OUTPATIENT METHODIST MEDICAL PLAZA GEORGETOWN 4880 W CENTURY PLAZA RD INDIANAPOLIS IN 46254 DIAGNOSTIC & OTHER OUTPATIENT IU HEALTH METHODIST MEDICAL TOWER 1633 N CAPITAL AVE INDIANAPOLIS IN 46202 DIAGNOSTIC & OTHER OUTPATIENT IU HEALTH BLOOMINGTON HOSPITAL HOSPICE 619 W 1ST ST BLOOMINGTON IN 47403 HOSPICE IU HEALTH BLOOMINGTON HOSPICE HOUSE 2810 S DEBORAH DR BLOOMINGTON IN 47403 HOSPICE IU HEALTH ARNETT HOSPICE 3900 MCCARTY LN STE 104 LAFAYETTE IN 47905 HOSPICE IU HEALTH ARNETT SOUTHSIDE LAB 1 WALTER SCHOLER DR LAFAYETTE IN 47909 LAB IU HEALTH METHODIST MEDICAL TOWER LAB 1633 N CAPITOL AVE INDIANAPOLIS IN 46202 LAB IU HEALTH SPRINGMILL MEDICAL CLINIC LAB 10300 N ILLINOIS ST STE 1400 CARMEL IN 46290 LAB IUH JOE & SHELLY SCHWARZ CANCER CTR LAB 11700 N MERIDIAN ST CARMEL IN 46032 LAB IU HEALTH FRANKFORT LAB 1300 S JACKSON ST FRANKFORT IN 46041 LAB IUH METHODIST MED PLAZA BROWNSBURG LAB 1375 N GREEN ST STE 200 BROWNSBURG IN 46112 LAB IU HEALTH BALL MEMORIAL PHYSICIANS LAB 1420 S PILGRIM BLVD YORKTOWN IN 47396 LAB IUH METHODIST MEDICAL PLAZA NORTH LAB 151 PENNSYLVANIA PKWY CARMEL IN 46280 LAB IUH METHODIST PROFESSIONAL CENTER LAB 1801 N SENATE BLVD INDIANAPOLIS IN 46202 LAB IU HEALTH MORGAN LAB 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 LAB IU HEALTH ARNETT WESTSIDE LAB 253 SAGAMORE PKWY W WEST LAFAYETTE IN 47906 LAB IU HEALTH ARNETT FERRY ST LAB 2600 FERRY ST LAFAYETTE IN 47904 LAB IU HEALTH ARNETT GREENBUSH LAB 2600 GREENBUSH ST LAFAYETTE IN 47904 LAB IU HEALTH BEDFORD HOSPITAL LAB 2900 W 16TH ST BEDFORD IN 47421 LAB IU HEALTH SIP BEDFORD LAB 2900 W 16TH ST BEDFORD IN 47421 LAB IU HEALTH PATHOLOGY LAB 350 W 11TH ST INDIANAPOLIS IN 46202 LAB IU HEALTH ARNETT CANCER CARE LAB 420 N 26TH ST LAFAYETTE IN 47904 LAB IU HEALTH GEORGETOWN MEDICAL PLAZA LAB 4880 CENTURY PLAZA RD STE 125 INDIANAPOLIS IN 46254 LAB ARLINGTON DIAGNOSTIC CENTER LAB 4935 W ARLINGTON RD BLOOMINGTON IN 47404 LAB IU HEALTH JAY HOSPITAL OUTPATIENT LAB 500 W VOTAW ST PORTLAND IN 47371 LAB UNIV HOSP AMBULATORY OUTPATIENT CNTR LAB 550 N UNIVERSITY BLVD RM 1005 INDIANAPOLIS IN 46202 LAB IU HEALTH LANDMARK OUTPATIENT LAB 550 LANDMARK AVE BLOOMINGTON IN 47403 LAB IU HEALTH BETHEL LAB 5501 W BETHEL AVE SUITE C MUNCIE IN 46304 LAB IUH METHODIST MED PLAZA EAGLE HIGHLANDS 6850 PARKDALE PL INDIANAPOLIS IN 46254 LAB IU HEALTH MOORESVILLE LAB 820 SAMUEL MOORE PKWY MOORESVILLE IN 46158 LAB IUH METHODIST MEDICAL PLAZA SOUTH LAB 8820 S MERIDIAN ST INDIANAPOLIS IN 46217 LAB IUH METHODIST MEDICAL PLAZA EAST LAB 9650 E WASHINGTON ST INDIANAPOLIS IN 46229 LAB IU HEALTH ADVANCED THERAPIES PHARMACY 355 W 16TH ST STE 1600 GH 1074 INDIANAPOLIS IN 46202 PHARMACY CONNECTED CARE-IU HEALTH SAXONY HOSPITAL 13000 E 136TH ST SUITE 3400 FISHERS IN 46037 PRIMARY CARE IU HEALTH MORGAN WALK-IN 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 PRIMARY CARE IU HEALTH RADIOLOGY 13000 E 136TH ST FISHERS IN 46037 RADIOLOGY IU HEALTH CANCER RADIATION CENTER 9149 STATE RD 37 BEDFORD IN 47421 RADIOLOGY IU HEALTH RADIOLOGY 820 SAMUEL MOORE PKWY MOORESVILLE IN 46158 RADIOLOGY IU HEALTH RADIOLOGY 362 W 15TH ST INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH MORGAN RADIOLOGY 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 RADIOLOGY IU HEALTH RADIOLOGY 550 N UNIVERSITY BLVD UN 0663 INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH RADIOLOGY 893 S DELAWARE ST DC 2111 INDIANAPOLIS IN 46285 RADIOLOGY IU HEALTH RADIOLOGY 404 E WASHINGTON ST STE B INDIANAPOLIS IN 46204 RADIOLOGY IU HEALTH RADIOLOGY 1801 N SENATE BLVD RM A 1157A INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH RADIOLOGY 714 N SENATE AVE STE 100 INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH RADIOLOGY 151 PENNSYLVANIA PKWY SUITE 160 INDIANAPOLIS IN 46280 RADIOLOGY IU HEALTH RADIOLOGY 2598 W WHITE RIVER BLVD MUNCIE IN 47303 RADIOLOGY IU HEALTH RADIOLOGY 1111 N RONALD REAGAN PKWY AVON IN 46123 RADIOLOGY IU HEALTH RADIOLOGY 1000 S MAIN ST TIPTON IN 46072 RADIOLOGY IU HEALTH RADIOLOGY 1375 N GREEN ST STE 200 BROWNSBURG IN 46112 RADIOLOGY IU HEALTH RADIOLOGY 11700 N MERIDIAN ST STE 160 CARMEL IN 46032 RADIOLOGY IUH ADULT SPEECH-LANGUAGE PATHOLOGY 550 N UNIVERSITY BLVD INDIANAPOLIS IN 46202 REHABILITATION SERVICES IUH ADULT PHYSICAL THERAPY & REHAB SRVCS 13000 E 136TH ST SUITE 2100 FISHERS IN 46037 REHABILITATION SERVICES IUH REHAB & SPORTS MEDICINE CENTER EAST 328 S WOODCREST DR BLOOMINGTON IN 47401 REHABILITATION SERVICES IU HEALTH OCCUPATIONAL SERVICES 3443 W 3RD ST BLOOMINGTON IN 47404 REHABILITATION SERVICES IUH REHAB & SPORTS MEDICINE CENTER WEST 2650 COTA DR BLOOMINGTON IN 47403 REHABILITATION SERVICES IU HEALTH PHYSICAL THERAPY & REHAB 4935 W ARLINGTON RD BLOOMINGTON IN 47404 REHABILITATION SERVICES IU HEALTH PHYSICAL THERAPY & REHAB 1801 N SENATE BLVD STE 240 INDIANAPOLIS IN 46202 REHABILITATION SERVICES IUH OCCUP THRPY SVCS AT METHODIST HOSP 1801 N SENATE BLVD STE 530 INDIANAPOLIS IN 46202 REHABILITATION SERVICES NEUROREHABILITATION AND ROBOTICS 355 W 16TH ST STE 1078 INDIANAPOLIS IN 46202 REHABILITATION SERVICES IU HEALTH OCCUPATIONAL SERVICES 2900 W 16TH ST BEDFORD IN 47421 REHABILITATION SERVICES IU HEALTH MORGAN REHABILITATION 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 REHABILITATION SERVICES IU HEALTH PHYSICAL THERAPY & REHAB 550 N UNIVERSITY BLVD RM 4175 INDIANAPOLIS IN 46202 REHABILITATION SERVICES IUH ADULT PHYSICAL THERAPY & REHAB SVCS 1801 N SENAE BLVD STE 535 INDIANAPOLIS IN 46202 REHABILITATION SERVICES IUH PT OCCUPATIONAL THRPY& SPEECH THRPY 1300 S JACKSON ST FRANKFORT IN 46041 REHABILITATION SERVICES IU HEALTH PHYSICAL THERAPY & REHAB 2401 W UNIVERSITY AVE MUNCIE IN 47303 REHABILITATION SERVICES IU HEALTH PHYSICAL THERAPY & REHAB 1010 S MAIN ST SUITE 110 TIPTON IN 46072 REHABILITATION SERVICES IU HEALTH PHYSICAL THERAPY & REHAB 9670 E WASHINGTON ST STE 115 INDIANAPOLIS IN 46229 REHABILITATION SERVICES IU HEALTH PHYSICAL THERAPY & REHAB 2476 E 116TH ST G-100 CARMEL IN 46032 REHABILITATION SERVICES IU HEALTH PHYSICAL THERAPY & REHAB 410 PILGRIM BLVD HARTFORD CITY IN 47348 REHABILITATION SERVICES IUH PEDIATRIC PHYSICAL THERAPY & REHAB 6820 PARKDALE PL STE 109 INDIANAPOLIS IN 46254 REHABILITATION SERVICES IU HEALTH PHYSICAL THERAPY & REHAB 14645 HAZEL DELL RD NOBLESVILLE IN 46062 REHABILITATION SERVICES IU HEALTH HIP & KNEE CENTER 13000 E 136TH ST SUITE 2000 FISHERS IN 46037 SPECIALTY CARE IU HEALTH ADVANCED HEART & LUNG CARE 1801 N SENATE BLVD STE 2000 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH SLEEP APNEA EDUCATION CENTER 601 W 2ND ST RM C1037 BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 601 W 2ND ST RM 24-5 BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH CARDIOVASCULAR SURGERY 707 W 2ND ST BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH ADVANCED PAIN CENTER 888 AUTO MALL RD BLOOMINGTON IN 47401 SPECIALTY CARE IU HEALTH ORTHOPEDICS & SPORTS MEDICINE 2605 E CREEKS EDGE DR BLOOMINGTON IN 47401 SPECIALTY CARE IU HEALTH CICC - METHODIST 1701 N SENATE BLVD C6 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH CICC - SOUTH 8820 S MERIDIAN ST SUITE 230 INDIANAPOLIS IN 46217 SPECIALTY CARE IUH UNIV HOSP INTRVNTNAL& ADV PAIN THRPY 550 N UNIVERSITY BLVD STE 2007 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH PRECISION GENOMICS PROGRAM 1030 W MICHIGAN ST STE 3307 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH MELVIN & BREN SIMON CANCER CTR 1030 W MICHIGAN ST INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH NEUROSCIENCE CENTER 362 W 15TH ST INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH SLEEP APNEA EDUCATION CENTER 1411 W COUNTY LINE RD STE C GREENWOOD IN 46142 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 714 N SENATE AVE STE 110 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH SLEEP APNEA EDUCATION CENTER 714 N SENATE AVE STE 110 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 13100 E 136TH ST STE 3200 FISHERS IN 46037 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 3900 MCCARTY LN STE 101 LAFAYETTE IN 47905 SPECIALTY CARE IU HEALTH ARNETT SLEEP APNEA EDUC CTR 3900 MCCARTY LN STE 102 LAFAYETTE IN 46202 SPECIALTY CARE MIDWEST EYE INSTITUTE 555 COUNTY LINE RD STE 102-103 GREENWOOD IN 46143 SPECIALTY CARE IU HEALTH SLEEP APNEA EDUCATION CENTER 13100 E 136TH ST STE 3200B FISHERS IN 46037 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 720 S 6TH ST MONTICELLO IN 47960 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 1300 S JACKSON ST FRANKFORT IN 46041 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 500 W VOTAW ST PORTLAND IN 47371 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 642 W HOSPITAL RD PAOLI IN 47454 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 1000 S MAIN ST TIPTON IN 46072 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 1115 N RONALD REAGAN PKWY STE 3 AVON IN 46123 SPECIALTY CARE IU HEALTH SLEEP APNEA EDUCATION CENTER 1115 N RONALD REAGAN PKWY STE 3 AVON IN 46123 SPECIALTY CARE IU HEALTH VOICE CENTER 1185 W CARMEL DR D-1A CARMEL IN 46032 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 11700 N MERIDIAN ST CARMEL IN 46032 SPECIALTY CARE IU HEALTH SLEEP APNEA EDUCATION CENTER 11725 N ILLINOIS ST SUITE 485 CARMEL IN 46032 SPECIALTY CARE IU HEALTH EXECUTIVE HEALTH 11590 N MERIDIAN ST SUITE 410 CARMEL IN 46032 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 11590 N MERIDIAN ST SUITE 300 CARMEL IN 46032 SPECIALTY CARE IU HEALTH URGENT CARE - BLOOMINGTON 326 S WOODCREST DR BLOOMINGTON IN 47401 URGENT CARE IU HEALTH URGENT CARE - GREENWOOD 996 S SR 135 SUITE P GREENWOOD IN 46143 URGENT CARE IU HEALTH URGENT CARE - AVON 10853 E US HWY 36 AVON IN 46123 URGENT CARE IU HEALTH URGENT CARE - BROAD RIPPLE 1036 BROAD RIPPLE AVE INDIANAPOLIS IN 46220 URGENT CARE IU HEALTH URGENT CARE - DOWNTOWN INDPLS 222 W WASHINGTON ST INDIANAPOLIS IN 46204 URGENT CARE IU HEALTH URGENT CARE - BROWNSBURG 90 E GARNER RD STE A BROWNSBURG IN 46112 URGENT CARE IU HEALTH URGENT CARE - NOBLESVILLE 14645 HAZEL DELL ROAD SUITE 120 NOBLESVILLE IN 46062 URGENT CARE IU HEALTH URGENT CARE - LAFAYETTE 1 WALTER SCHOLER DR LAFAYETTE IN 47909 URGENT CARE IU HEALTH URGENT CARE - FORT WAYNE 9821 LIMA RD STE 103 FORT WAYNE IN 46818 URGENT CARE IU HEALTH URGENT CARE - WEST LAFAYETTE 253 SAGAMORE PKWY W WEST LAFAYETTE IN 47906 URGENT CARE Schedule H, Part IV, Line 1(a) Name of Entity Beltway Surgery Centers, LLC Schedule H, Part IV, Line 2(a) Name of Entity SENATE STREET SURGERY CENTER, LLC Schedule H, Part IV, Line 3(a) Name of Entity INDIANA ENDOSCOPY CENTERS, LLC Schedule H, Part IV, Line 4(a) Name of Entity ROC SURGERY, LLC Schedule H, Part IV, Line 5(a) Name of Entity BALL 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 Expense Schedule H, Part I, Line 7, Column (f), Percent of Total Expense, is based on column (e) Net Community Benefit Expense. The percent of total expense based on column (c) Total Community Benefit Expense, which excludes direct offsetting revenue, is 34.27%. Schedule H, Part I, Line 7, Column (f) Percent of Total Expense The amount of bad debt expense subtracted for purposes of calculating the percentage of total expense on Line 7, column (f) is $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 Services IU Health does not include any costs associated with physician clinics as subsidized health services. Schedule H, Part II - Promotion of Health in Communities Served IU 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 Methodology The amount reported on line 2 as bad debt is reported at cost, as calculated using the cost to charge ratio methodology. Schedule H, Part III, Line 3 - Bad Debt 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 Expense IU 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 Policy IU Health's FAP and Written Debt Collection Policy describe the collection practices applicable to patients, including those who may qualify for financial assistance. 1. Financial Assistance Application 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 Assessment Communities are multifaceted and so are their health needs. IU Health understands that the health of individuals and communities are shaped by various social and environmental factors, along with health behaviors and additional influences. IU Health assesses the health care needs of the communities it serves by conducting a Community Health Needs Assessment (CHNA) for 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 Information IU Health serves a large geographic area in Central Indiana. In completing CHNAs for its IU Health Academic Health Center and IU Health Saxony Hospital locations, IU Health defined "community" as the county of residence for each hospital location. Each individual hospital location serves a unique subsection of the community for which details are included below: IU Health Academic Health Center The community for IU Health Academic Health Center's primary service area is defined as Marion County, the community where IU Health Academic Health Center is located. The secondary service area is comprised of all other counties within the State of Indiana. Marion County includes zip codes within the towns of Beech Grove, Indianapolis, Lawrence, Southport, and Speedway, plus portions of Plainfield, which extends into Hendricks County. Based on the Census Bureau data estimates for 2019, 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 Health A majority of IU Health's board of directors is comprised of independent community members who reside in IU Health's primary service areas. IU Health extends medical privileges to all physicians who meet the credentialing qualifications necessary for appointment to its medical staff. IU Health does not deny appointment on the basis of gender, race, creed, or national origin. IU Health, in conjunction with the IU School of Medicine, trains the next generation of physicians in an exceptional environment, blending breakthrough research and treatments with the highest quality of patient care. IU Health's five year strategy was updated during 2019. IU Health's vision is to make Indiana one of the healthiest states in the nation by providing the best care, designed for our patients, and the five year strategy was designed to help IU Health realize this vision. The elements of IU Health's Strategy Community Health As the largest health system in the state, and in partnership with the state's largest medical school - Indiana University School of Medicine - IU Health has a special obligation to be part of the solution to Indiana's serious health issues. For community health, IU Health's focus is on tackling four of the most pressing health issues impacting Indiana communities: high rates of smoking, obesity, infant and maternal mortality, and poor mental health. Some efforts in this area include: - Expanding access to behavioral health services across the IU Health system - The creation of a $100M Community Impact Investment Fund to support projects that address serious health issues. Population Health This is the care IU Health provides patients for whom IU Health has accepted some financial risk. For these patients, IU Health is reimbursed on how well IU Health improves patient outcomes and manage the cost of their care, instead of on how many services IU Health provides. For example, IU Health manages more than 60,000 Medicare patients in its Next Generation Accountable Care Organization. For two years now, IU Health has reduced the costs of care for those patients, while also improving a range of quality metrics. This has resulted in better care outcomes, as well as savings for IU Health and the Medicare Advantage program. Destination Health IU Health takes care of patients with the most complex illnesses, and takes on the toughest cases that other systems across the state do not have the expertise or the resources to handle. For example, about 80 percent of the children with cancer in Indiana are treated at Riley. And more than 70 percent of all the transplants done in Indiana are performed at IU Health. Impact This is a new component of IU Health's strategy and reflects efforts to expand the impact IU Health has on patients and communities across Indiana. This includes providing exceptional care to more people at IU Health facilities. IU Health also wants to create partnerships that will extend IU Health services to more people across Indiana. For example, a strong partnership was formed with Union Hospital in Terre Haute, which uses IU Health's Cerner Electronic Medical Record system, including care guidelines and order sets, to bring IU Health caliber care to Union Hospital patients. Schedule H, Part VI, Line 6 Affiliated Health Care System Indiana 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 Report IN true INDIANA UNIVERSITY 400 E 7th St Rm 501 Bloomington IN 47405 356001673 GOV'T ENTITY 145000000 Medical/Education research bldg INDIANA UNIVERSITY SCHOOL OF MEDICINE 714 N SENATE AVE INDIANAPOLIS IN 46202 356001673 GOV'T ENTITY 11000000 RESEARCH/TRAINING HEALTHNET INC 3401 RAYMOND ST INDIANAPOLIS IN 46203 351579827 501(C)(3) 1797980 GENERAL SUPPORT IU HEALTH FOUNDATION INC 1633 N Capitol Ave 1200 INDIANAPOLIS IN 46202 356043086 501(C)(3) 219127 SPIRITUAL VALUES FD. PLAYWORKS EDUCATION ENERGIZED 380 WASHINGTON ST OAKLAND CA 94607 943251867 501(C)(3) 23000 COMMUNITY BENEFIT GLEANERS FOOD BANK OF INDIANA INC 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 351483868 501(C)(3) 100250 COMMUNITY BENEFIT JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC 9449 PRIORITY WAY INDIANAPOLIS IN 46240 351003695 501(C)(3) 35000 COMMUNITY BENEFIT HABITAT FOR HUMANITY OF GREATER INDPLS 3135 N MERIDIAN ST INDIANAPOLIS IN 46208 351715910 501(C)(3) 45250 COMMUNITY BENEFIT GROUNDWORK INDY INC 1107 BURDSAL PKWY INDIANAPOLIS IN 46208 473863928 501(C)(3) 10000 GENERAL SUPPORT SOCIAL HEALTH ASSOCIATION OF INDIANA INC 615 N Alabama St Indianapolis IN 46204 350869056 501(c)(3) 50000 Bullying Prevention GENNESARET FREE CLINIC INC 615 N Alabama St Indianapolis IN 46204 351776518 501(c)(3) 30000 Health Access GOODWILL OF CENTRAL AND SOUTHERN INDIANA 1635 W Michigan St Indianapolis IN 46222 350893506 501(c)(3) 75000 General Support CENTER FOR AT-RISK ELDERS 120 E Market St 1190 Indianapolis IN 46204 452980122 501(c)(3) 50600 General Support CONNECT2HELP 3833 N Meridian St 302 Indianapolis IN 46208 311216792 501(c)(3) 80000 General Support CENTRAL INDIANA COMMUNITY FOUNDATION 615 N Alabama St 119 Indianapolis IN 46204 351793680 501(c)(3) 51000 Community Benefit BRANDYWINE CREEK FARM 5332 N 400 E Greenfield IN 46140 000000000 N/A 25000 General Support INDIANA PUBLIC HEALTH ASSOCIATION 615 N Alabama St 426 Indianapolis IN 46204 237092694 501(c)(3) 35000 Community Benefit INDIANAPOLIS PARKS FOUNDATION INC 615 N ALABAMA ST INDIANAPOLIS IN 46204 351860468 501(C)(3) 40000 COMMUNITY BENEFIT Volunteers of America Ohio & Indiana 1776 E Broad Street Columbus OH 43203 340861121 501(C)(3) 75000 Fresh Start Recovery Center 500 Festival Inc 21 Virginia Ave Ste 500 Indianapolis IN 46204 351004320 501(C)(4) 32000 Community Benefit Indy Public Safety Foundation Inc 200 E Washington St Ste 241 Indianapolis IN 46204 462975046 501(C)(3) 55000 Community Benefit Marion County Public Health Department 3838 North Rural Street Indianapolis IN 46205 000000000 Gov't Entity 61000 Community Benefit Alliance for Health Promotion Inc 615 N Alabama St Ste 426 Indianapolis IN 46204 351843266 501(C)(3) 10000 Community Benefit Indiana Legal Services Inc 151 N Delaware St Ste 1800 Indianapolis IN 46204 356059654 501(C)(3) 75000 Community Benefit Dove Recovery House for Women Inc 3351 N Meridian St Ste 110 Indianapolis IN 46208 352120680 501(C)(3) 40000 General Support Mental Health Association in Indiana Inc 1431 N Delaware St Indianapolis IN 46202 350896905 501(c)(3) 6250 General Support PROGRESS HOUSE INC 201 S Shelby Street Indianapolis IN 46202 356042602 501(c)(3) 5600 General Support Greater Indianapolis Chamber of Commerce 111 Monument Cir Ste 1950 Indianapolis IN 46204 350412920 501(c)(6) 25000 General Support UNITED WAY OF CENTRAL INDIANA INC PO BOX 88409 INDIANAPOLIS IN 46208 351007590 501(C)(3) 50000 GENERAL SUPPORT 26 3 SEE PART IV 4 443832 Schedule I, Part I, Line 2 - Org.'s Proc. for Mon. the Use of Grant Funds Although IU Health does not monitor the use of grant funds once distributed, through due diligence the organization has reasonably confirmed that the entities to which the contributions are made are highly reputable in the community and use the funds for the purposes intended. SCHEDULE I, PART III, LINE 1 - GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS THE AMOUNT REPORTED ON SCHEDULE I, PART III, LINE 1 REPRESENTS FUNDS PROVIDED BY IU HEALTH TO IU SCHOOL OF MEDICINE TO SUPPORT MANAGEMENT POSITIONS. X X X true true X X X X true true false false false false false true false DENNIS M MURPHY DIRECTOR/PRESIDENT & CEO 1550957 0 1136690 0 211173 0 339451 0 29989 0 3268260 0 0 0 LARRY H STEVENS MD DIRECTOR 37500 480342 0 47500 0 3564 0 11200 1400 37500 544006 0 0 RYAN C KITCHELL EVP & CAO 974894 0 558658 0 137926 0 1580555 0 24693 0 3276726 0 0 0 ALFONSO W GATMAITAN FORMER KEY EMPLOYEE 0 0 490998 0 915479 0 4922 0 0 0 1411399 0 915479 0 MICHELLE A JANNEY RN EVP & COO 686415 0 358023 0 241545 0 18075 0 5860 0 1309918 0 0 0 JONATHAN E GOTTLIEB MD EVP & CME 783617 0 432638 0 250229 0 18075 0 10356 0 1494915 0 0 0 RYAN D NAGY MD PRESIDENT (AAHC) 0 608921 0 251452 0 63362 0 123700 0 273 0 1047708 0 0 MATTHEW R COOK PRESIDENT (RILEY) 581502 0 248092 0 55244 0 126007 0 24071 0 1034916 0 0 0 JONATHAN R GOBLE FORMER KEY EMPLOYEE 0 0 0 0 208726 0 0 0 0 0 208726 0 208726 0 RONALD L STIVER PRESIDENT (SCS) 538906 0 242704 0 81717 0 114823 0 31339 0 1009489 0 0 0 JENNIFER M ALVEY TREASURER / SVP & CFO 621785 0 276383 0 72081 0 126153 0 29528 0 1125930 0 0 0 MARK A LANTZY SVP & CIO/PRES. (HEALTH PLANS) 558455 0 253310 0 87869 0 1029938 0 27623 0 1957195 0 0 0 ERIC S WILLIAMS MD FORMER KEY EMPLOYEE 0 179595 0 500 0 9517 0 0 0 13358 0 202970 0 0 PAUL R HAUT MD FORMER KEY EMPLOYEE 0 345150 0 47723 0 2322 0 11452 0 45 0 406692 0 0 MICHAEL L HARLOWE FORMER KEY EMPLOYEE 0 256500 0 32253 0 2322 0 11657 0 24203 0 326935 0 0 DAWN M MOORE FORMER KEY EMPLOYEE 168962 0 42120 0 32410 0 15886 0 14191 0 273569 0 0 0 KEVIN R ARMSTRONG FORMER KEY EMPLOYEE 377923 0 174111 0 28252 0 96428 0 23834 0 700548 0 0 0 PARVEEN CHAND FORMER KEY EMPLOYEE 411020 0 59816 0 20242 0 17241 0 26216 0 534535 0 0 0 JOHN F FITZGERALD MD FORMER HIGHEST COMPENSATED EMP 0 404730 0 314530 0 435280 0 18075 0 680 0 1173295 0 221505 ELIZABETH DUNLAP SVP, CHIEF HR OFFICER 542355 0 247707 0 27113 0 114940 0 24874 0 956989 0 0 0 Erin R Lewis SECR/SVP& GEN COUNSEL(Part Yr) 461256 0 41264 0 23339 0 94684 0 29126 0 649669 0 0 0 Kristy A Schulhof President (IUH North)(Part Yr) 302984 0 148510 0 570576 0 392112 0 31048 0 1445230 0 60777 0 Kenneth D Puckett President (ISR) 462981 0 211080 0 75835 0 116713 0 29197 0 895806 0 0 0 Schedule J, Part I, Line 1a Listed Benefits Tax 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 Severance Alfonso 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 Plan Dennis 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 Payments Amounts disclosed in Column B(ii) include a long-term and short-term incentive for certain executives and short-term incentive for other employees. Although these plans are based on a fixed formula that has been approved by the Board of Directors based upon certain qualitative and quantitative factors and goals, all discretionary incentive plans must be approved by the Committee on Personnel and Compensation and Board of Directors prior to any incentive payout. A INDIANA FINANCE AUTHORITY 351602316 45471AEB4 2011-04-19 228195000 SERIES 2011A, B, C, D, AND E BONDS false false false B INDIANA FINANCE AUTHORITY 351602316 000000000 2017-10-12 125270000 SERIES 2011H AND I BONDS false false false C INDIANA FINANCE AUTHORITY 351602316 45471AEN8 2016-05-05 107790000 SERIES 2011L AND M BONDS false false false D INDIANA FINANCE AUTHORITY 351602316 45471AFX5 2011-12-07 221617127 SERIES 2011N BONDS true false false A 116385000 0 228203281 0 0 0 740000 0 0 70008281 157455000 0 2012 true false true true B 85090000 0 125270000 0 0 0 0 0 0 0 125270000 0 2017 true false true true C 0 0 107790000 0 0 0 0 0 0 0 107790000 0 2016 true false true true D 121160000 60500000 221624068 0 0 0 2148553 0 0 24728315 194747200 0 2013 true false true true A false true true true true true 0.00000 0.00000 0.00000 false false false true B false true true true true true 0.00000 0.00000 0.00000 false false false true C false true true true true true 0 false false false true D false true true true true true 0.00000 0.00000 0.00000 false false false true A false false true false true false 0 false 0 false true B false false true false true false 0 false 0 false true C false false true false true false 0 false 0 false true D false false false true false false 0 false 0 false true A true B true C true D true Schedule K, Page 1a, Part I, Line A, Column (f) - Description of Purpose The 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 Purpose The 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 Purpose The Series 2011L and M Bonds were issued on May 25, 2011 in order to provide funding for the new construction of buildings and structures and the purchase of equipment. A 2016 reissuance of the Indiana Finance Authority Hospital Revenue Bonds, Series 2011L and 2011M occurred on May 5, 2016, and was treated as a current refunding of such bonds. Schedule K, Page 1a, Part I, Line D, Column (f) - Description of Purpose The Series 2011N Bonds were issued in order to refund the Series 2011E bonds issued on April 19, 2011, refund the 2011F and G Bonds issued on May 5, 2011, and to pay off a portion of a taxable line of credit, which was used to provide funding for the purchase of equipment. Additionally, the Series 2011N Bonds were used to pay down a taxable line of credit used to purchase the Series 2006 Bonds of Indiana University Health Ball Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, which were issued on May 31, 2006; to refinance a taxable line of credit used to refund the Series 2006 Bonds of Indiana University Health White Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, which were issued on October 26, 2006; and to refund the Series 1998B Bonds of Indiana University Health Bloomington Hospital, Inc., a related 501(c)(3) organization, which were issued on November 17, 1999. Schedule K, Page 2b, Part I, Line A, Column (f) - Description of Purpose The Series 2014A Bonds were issued in order to advance refund the Series 2006 and Series 2009A Bonds of Indiana University Health Ball Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, and to pay certain expenses related to the issuance. The Series 2006 and Series 2009A Bonds were issued on May 31, 2006 and December 8, 2009, respectively. The total proceeds of the issue exceeds the issue price due to investment earnings. Schedule K, Page 2b, Part I, Line B, Column (f) - Description of Purpose The Series 2015A Bonds were issued in order to advance refund the Series 2006A Bonds as well as Taxable Bonds, Series 2011J and K, and a taxable bank loan. The Series 2006B Bonds were issued on January 24, 2006. The Series 2011J and K Bonds were issued on May 5, 2011. The total proceeds of the issue exceeds the issue price due to investment earnings. Schedule K, Page 2b, Part I, Line C, Column (f) - Description of Purpose The 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 Purpose The Series 2016A, B, and C Bonds were issued in order to refund a portion of the Series 2006B Bonds. The Series 2006B Bonds were issued on September 14, 2006. Schedule K, Page 1a & 1b, Part II, Line 3 - Total Proceeds of Issue Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceeds: Schedule K, Page 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. Percentages IU Health generally only finances a portion of each project with tax-exempt bonds. Funds other than tax-exempt bonds are sufficient to cover the amount of any private business use. Schedule K, Page 2a & 2b, Part IV, Line 2 - Date of Rebate Calculation Page 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 Purpose A MULTIPURPOSE ELECTION WAS MADE WITH RESPECT TO THE 2019ABC BONDS. THE SERIES 2019A AND B BONDS WERE ISSUED ON JULY 2, 2019 IN ORDER TO PROVIDE FUNDING FOR THE NEW CONSTRUCTION OF BUILDINGS AND STRUCTURES. THE SERIES 2019C BONDS WERE ISSUED IN ORDER TO REFUND A PORTION OF THE SERIES 2011A, 2011B, 2011C, 2011D, 2011E, 2011H, and 2011I BONDS. IF CALCULATING LINES III-4, III-5, AND III-6 FOR EACH OF THESE TWO COMPONENTS (ONE BEING 2019A AND B ("2019AB") AND ONE BEING 2019C ("2019C")), THE PERCENTAGES WOULD BE 0% with respect to 2019AB and 0% WITH RESPECT TO 2019C. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS OF $1,145,548. A INDIANA FINANCE AUTHORITY 351602316 45471ANR9 2014-10-14 80777895 SERIES 2014A BONDS false false false B INDIANA FINANCE AUTHORITY 351602316 45471ANY4 2015-05-07 314416912 SERIES 2015A BONDS false false false C INDIANA FINANCE AUTHORITY 351602316 000000000 2015-05-07 193675000 SERIES 2015B AND C BONDS false false false D INDIANA FINANCE AUTHORITY 351602316 45471APJ5 2016-02-18 290611029 SERIES 2016A, B, AND C BONDS false false false A 21370000 0 82344679 0 0 0 793499 0 0 0 81551179 0 2014 false true true true B 0 0 314633314 0 0 0 2122523 0 0 0 312510791 0 2015 false true true true C 50000000 0 193946909 0 0 0 171759 0 0 0 193775150 0 2015 false true true true D 25580000 0 290611029 0 0 0 1641061 0 0 0 288969968 0 2016 true false true true A false true true true true true 0.00000 0.00000 0.00000 false false false true B false true true true true true 0.00000 0.00000 0.00000 false false false true C false true true true true true 0.00000 0.00000 0.00000 false false false true D false true true true true true 0.00000 0.00000 0.00000 false false false true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true C false false false true true false 0 false 0 false true D false false true false true false 0 false 0 false true A true B true C true D true A INDIANA FINANCE AUTHORITY 351602316 45470YEX5 2019-07-02 370318185 SERIES 2019A, B AND C BONDS false false false A 3590000 0 371463732 0 0 0 1348373 0 0 163344489 113969813 92801058 true false false true A false true true true true true 0 false false false true A false true false false true false 0 false 0 false true A true JILAINE STEVENS SPOUSE OF IUH, INC. DIRECTOR, LARRY STEVENS 42661 COMPENSATION FOR SERVICES false VALERIE OMICIOLI SPOUSE OF IUH, INC. KEY EMPLOYEE JONATHAN GOTTLIEB 86827 COMPENSATION FOR SERVICES false Part VI, Section A, Line 2 Family or Business Relationships Certain officers, directors or key employees of Indiana University Health, Inc. (IU Health) also serve on the boards or as officers of related or unrelated for-profit organizations, as noted below. No additional compensation was provided to these individuals for their service to related organizations. 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 Stockholders Line 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 990 A thorough process was used by IU Health to review the Form 990 and related schedules prior to its filing. The Board of Directors' Committee on Values, Ethics, Social Responsibility, and Pastoral Services reviewed 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 Policy All IU Health employees, associates, colleagues and contracted personnel, including employed physicians and paid medical directors ("IU Health Representatives") are covered by and subject to its Conflict of Interest Policy. IU Health regularly and consistently monitors and enforces compliance with the policy through the following procedures: (a) On an annual basis, each IU Health Representative at the level of Manager or above, together with every other person designated by the Corporate Compliance Department ("Department"), must complete, sign and submit a Conflict of Interest Questionnaire ("Questionnaire") to the Department. Governing board members, committee members, corporate officers, medical staff and researchers must comply with the administrative requirements noted in the respective policies and procedures relative to those areas. (b) An IU Health Representative must supplement a Questionnaire in writing, if after completion of the original Questionnaire, a situation arises, or may reasonably be expected to arise, that would change any answer or information on the original Questionnaire if the situation had existed or been anticipated at the time of completion of the original Questionnaire. (c) If a fully and properly completed Questionnaire reveals facts or other information that might reasonably indicate a Conflict of Interest or violation of the policy, the IU Health Representative completing the questionnaire must secure approval by his/her supervisor, evidenced in writing. (d) The Department will review each Questionnaire and determine whether a Conflict of Interest exists and, if so, whether and how it should or may be eliminated, avoided or managed in order to comply with the spirit of the policy and with the best interests of IU Health and its patients. In making the determination, the Corporate Compliance Department may consult with the IU Health Representative's supervisor and other appropriate individuals and groups. (e) The scope of the policy is not limited to those who are required to complete Questionnaires. If an IU Health Representative is involved in a situation or relationship that would constitute a violation of the policy in the absence of disclosure and approval as described above, then the IU Health Representative must disclose the matter to his/her supervisor, secure his/her supervisor's approval in writing, and disclose the matter to the Department. Otherwise, the IU Health Representative is in violation of the policy and subject to corrective action, up to and including termination. (f) The Chief Compliance Officer, in consultation with onsite Compliance personnel, may from time to time appoint standing or ad hoc committees to assist in resolving issues that arise under provisions of the policy. 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 Disclosure IU Health's Articles of Incorporation are available for public inspection through the Indiana Secretary of State's website. IU Health's conflict of interest procedures are disclosed on Form 990, Schedule O. IU Health's Consolidated Audited Financial Statements are available for public inspection through its bond filings and as an attachment to the Form 990. PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS OR FUND BALANCES DURING 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 11G DESCRIPTION:SHARED SERVICES TOTAL FEES:XXX-XX-XXXX FORM 990 PART IX LINE 11G DESCRIPTION:INFORMATION SERVICES TOTAL FEES:40487343 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACT SERVICES TOTAL FEES:52152942 FORM 990 PART IX LINE 11G DESCRIPTION:COLLECTION FEES TOTAL FEES:13407792 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:27846437 FORM 990 PART IX LINE 11G DESCRIPTION:FEES - PHYSICIAN ADMIN TOTAL FEES:5119744 FORM 990 PART IX LINE 11G DESCRIPTION:FEES - REFERENCE LAB TOTAL FEES:15977742 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER FEES TOTAL FEES:60696921 HEART PARTNERS OF INDIANA LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 201123537 HEALTHCARE IN 0 0 IUH IU HEALTH MANAGEMENT LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 800141954 MANAGEMENT IN 6735210 0 IUH IUH POPULATION HEALTH MANAGEMENT LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 463913461 HEALTHCARE IN 26859087 29328484 IUH ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 351348013 HEALTHCARE IN 352 0 IUH 1402 Capitol Partners LLC 950 N MERIDIAN ST STE 800 Indianapolis IN 46204 834187736 Real Estate IN 0 0 iuh 1234 Capitol Partners LLC 950 N MERIDIAN ST STE 800 Indianapolis IN 46204 834053020 Real Estate IN 0 0 iuh Clarian Transplant Institute Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 134350599 Healthcare IN 501(c)(3) 10 IUH true IU Health Arnett Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 263162145 Healthcare IN 501(c)(3) 3 IUH true IU Health Ball Memorial Hospital Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 350867958 Healthcare IN 501(c)(3) 3 IUH true IU Health Ball Memorial Physicians Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351925641 Healthcare IN 501(c)(3) 10 IUHBMH true IU Health Bedford Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 237042323 Healthcare IN 501(c)(3) 3 IUH true IU Health Blackford Hospital Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 010646166 Healthcare IN 501(c)(3) 3 IUHBMH true IU Health Bloomington Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351720796 Healthcare IN 501(c)(3) 3 IUH true IU Health BMH Foundation Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 311111784 Fundraising IN 501(c)(3) 12 I IUHBMH true IU Health Care Associates Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351747218 Healthcare IN 501(c)(3) 10 IUH true IU Health Frankfort Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 815174295 Healthcare IN 501(c)(3) 3 IUH true IU Health Jay Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 822736786 Healthcare IN 501(c)(3) 3 IUH true IU Health Morgan Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 273533027 Healthcare IN 501(c)(3) 10 IUH true IU Health North Hospital Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351932442 Healthcare IN 501(c)(3) 3 IUH true IU Health Paoli Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 352090919 Healthcare IN 501(c)(3) 3 IUH true IU Health Plans NFP Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 463803873 Insurance IN 501(c)(4) N/A IUH true IU Health Tipton Hospital Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 262772226 Healthcare IN 501(c)(3) 3 IUH true IU Health West Hospital Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351814660 Healthcare IN 501(c)(3) 3 IUH true IU Health White Memorial Hospital Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 273532963 Healthcare IN 501(c)(3) 3 IUH true IUHLP Liquidation Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 351125434 Healthcare IN 501(c)(3) 10 IUH true IUHLP-P Liquidation Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 311070868 Healthcare IN 501(c)(3) 10 IUHLP true MDwise Marketplace Inc 950 N MERIDIAN ST STE 800 Indianapolis IN 46204 465270582 Insurance IN 501(c)(4) N/A IUH true MDwise Network Inc 950 N MERIDIAN ST STE 800 Indianapolis IN 46204 472619552 Insurance IN 501(c)(4) N/A IUH true IU Health Foundation Inc 1633 N CAPITOL AVE STE 1200 Indianapolis IN 46202 356043086 Fundraising IN 501(c)(3) 12 I IUH true Methodist Health Group Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 350876390 Healthcare IN 501(c)(3) 12 III-FI NA false Methodist Occup Health Centers Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351844176 Healthcare IN 501(c)(3) 3 IUH true Riley Cheer Guild Inc 705 Riley Hospital Dr Indianapolis IN 46202 356018517 Fundraising IN 501(c)(3) 12 III-FI NA false University Family Physicians Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 237427350 Healthcare IN 501(c)(3) 10 IUHCA true INDIANA HEALTH INFO EXCHANGE INC 846 N SENATE AVE INDIANAPOLIS IN 46202 364550324 HEALTHCARE IN 501(C)(3) 12 I NA false IU Medical Group Foundation Inc 340 W 10th St No FS5100 INDIANAPOLIS IN 46202 201093251 FUNDRAISING IN 501(C)(3) 12 II NA false Ball Outpatient Sur Ctr LLC 569 Brookwood Village Ste 901 Birmingham AL 35244 270275794 Healthcare IN NA Beltway Surgery Centers LLC 569 Brookwood Village Ste 901 Birmingham AL 35244 352072586 Healthcare IN NA BOSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 454147343 Healthcare IN IUH RELATED 2418818 6621119 false 0 false 0.51000 BSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 452314634 Healthcare IN IUH RELATED 40053723 91452680 false 0 false 0.51000 CHV Fund I LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 262523206 Venture Capital IN IUH EXCLUDED 90924 3353990 false 0 false 1.00000 CHV Fund II Management LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 371717823 Venture Capital IN NA CHV Fund II LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 800902337 Venture Capital IN IUH EXCLUDED -1525 13234132 false 0 false 1.00000 CHV Fund Management LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 262523151 Venture Capital IN NA Health Venture Management LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 205740218 Management IN IUH UNRELATED 3005150 4887044 false 1397306 false 0.99000 IEC Holdings LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 454148032 Healthcare IN IUH RELATED 4149160 3701064 false 0 false 0.51000 Indiana Endoscopy Centers LLC 569 Brookwood Village Ste 901 Birmingham AL 35244 208398421 Healthcare IN NA ROC Surgery LLC 569 Brookwood Village Ste 901 Birmingham AL 35244 271497960 Healthcare IN NA ROCS Holdings LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 454148369 Healthcare IN IUH RELATED 3248257 4128156 false 0 false 0.51000 Senate St Surgery Center LLC 569 Brookwood Village Ste 901 Birmingham AL 35244 421709357 Healthcare IN NA SSSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 454148167 Healthcare IN NA RELATED 3996580 6134494 false 0 false 0.51000 Indiana University Health Fort Wayne LLC 950 N Meridian St Ste 800 INDIANAPOLIS IN 46204 831224627 Clinic Entrprnr IN IUH RELATED -4103876 28182686 false 0 true 0.67370 Eagle Highlands Surgery Center LLC 569 Brookwood Village Ste 901 Birmingham AL 35244 352259204 Healthcare IN NA EHSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 454147879 Healthcare IN IUH Related 0 0 false 0 false 0.51000 EWASC Holdings LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 473087761 Healthcare IN IUH Related 0 0 false 0 false 0.51000 IU Health EWA Surgery Center LLC 569 Brookwood Village Ste 901 Birmingham AL 35244 473102482 Healthcare IN na IU Health Saxony Surgery Center LLC 569 Brookwood Village Ste 901 Birmingham AL 35244 275271091 Healthcare IN NA SSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 464472887 Healthcare IN IUH RELATED 0 0 false 0 false 0.51000 Cardinal Health Ventures Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 351611424 Management IN NA C true CHV Capital Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 260752507 VENTURE CAPITAL IN IUH C 17410 733587 1.00000 true IU Health 457(B) Plan 1100 N Market St Wilmington DE 19890 476948347 Investments IN IUH T 1012813 40736601 1.00000 true IU Health ACO Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 454421020 Healthcare IN IUH C 9876856 14406611 1.00000 true IU Health Board Designated Trust 400 Howard St San Francisco CA 94105 306309021 Investments IN IUH T 46220462 700784406 1.00000 true IU Health NTGI S&P500 Fund CF PO Box 804358 Chicago IL 60680 306298263 Investments IN IUH T 17258252 1056086348 1.00000 true IU Health Plans Holding Company Inc 950 N Meridian St Ste 800 Indianapolis IN 46204 463794815 Insurance IN IUH C 62072516 24371429 1.00000 true IU Health Risk Purchasing Group Inc 151 Meeting St Ste 301 Charleston SC 29401 260202446 Insurance IN IUH C 0 10429 1.00000 true IU Health Risk Retention Group Inc 151 Meeting St Ste 301 Charleston SC 29401 201107674 Insurance SC IUH C 122561 58697476 0.98000 true IU Health Southern IN Physicians Inc 950 N Meridian St Ste 300 Indianapolis IN 46204 351913875 Healthcare IN IUHB C 0 0 0.00000 true IUH Assurance SPC Ltd PO BOX 69 SOLARIS AVE CAMANA BAY GRAND CAYMAN CJ 980395429 Insurance CJ IUH C 16232809 111161669 1.00000 true Proteuo Fund LP PO Box 31106 89 Nexus Way CAMANA BAY GRAND CAYMAN CJ 981075227 Investments CJ IUH C 19163085 314270367 1.00000 true SCANS Inc 950 N Meridian St Ste 800 INDIANAPOLIS IN 46204 453080392 Healthcare IN NA C true BMH MEDICAL PAVILION ASSOCIATION INC 2525 W UNIVERSITY AVE MUNCIE IN 47303 351858408 CONDO MGMT IN NA C true IU HEALTH PLANS INC 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 262127080 HMO IN na c true IU HEALTH PLANS INSURANCE COMPANY 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 811097215 INSURANCE IN NA C true Cerberus Res OpPInstitutional LTD 190 Elgin Avenue George Town Grand Cayman CJ N/A 000000000 Investments CJ IUH C 6115979 58787148 0.75472 true true true true true false false false false false true true true true false true false false true true IU HEALTH ARNETT INC A 11336383 FMV IU HEALTH BALL MEMORIAL HOSPITAL INC A 2233999 FMV IU HEALTH BLOOMINGTON INC A 1079509 FMV IU HEALTH NORTH HOSPITAL INC A 12816024 FMV IU HEALTH TIPTON HOSPITAL INC A 702326 FMV IU HEALTH WEST HOSPITAL INC A 5334001 FMV IU HEALTH WHITE MEMORIAL HOSPITAL INC A 1029475 FMV IU HEALTH FOUNDATION INC B 219127 FMV IU HEALTH FOUNDATION INC C 10171900 FMV IU HEALTH ARNETT INC J 294011 FMV BELTWAY SURGERY CENTERS LLC J 676347 FMV IU HEALTH PLANS INC J 128966 FMV IU HEALTH CARE ASSOCIATES INC J 5832355 FMV IU HEALTH PLANS NFP INC J 216363 FMV IU HEALTH NORTH HOSPITAL INC J 2038010 FMV ROC SURGERY LLC J 598392 FMV IU HEALTH SOUTHERN INDIANA PHYSICIANS INC J 491798 FMV IU HEALTH TIPTON HOSPITAL INC J 77185 FMV IU HEALTH WEST HOSPITAL INC J 569260 FMV IU HEALTH BALL MEMORIAL HOSPITAL INC K 264912 FMV IU HEALTH NORTH HOSPITAL INC K 371973 FMV IU HEALTH ARNETT INC L 79307368 FMV IU HEALTH BEDFORD INC L 11945223 FMV IU HEALTH BLACKFORD INC L 3787626 FMV IU HEALTH BALL MEMORIAL HOSPITAL INC L 66233098 FMV IU HEALTH BALL MEMORIAL PHYSICIANS INC L 9628350 FMV BALL OUTPATIENT SURGERY CENTER LLC L 995835 FMV BELTWAY SURGERY CENTER LLC L 5541035 FMV IU HEALTH BLOOMINGTON INC L 67976446 FMV EAGLE HIGHLANDS SURGERY CENTER LLC L 1434876 FMV IU HEALTH EAST WASH SURG CTR LLC L 439711 FMV IU HEALTH FRANKFORT HOSPITAL INC L 4557167 FMV INDIANA UNIVERSITY HEALTH PLANS INC L 1182611 FMV HEALTH VENTURE MANAGEMENT LLC L 86637 FMV INDIANA ENDOSCOPY CENTERS LLC L 834562 FMV IU HEALTH CARE ASSOCIATES INC L 132040014 FMV METHODIST OCCUPATIONAL HEALTH CENTERS INC L 309487 FMV IU HEALTH PLANS NFP INC L 2018401 FMV IU HEALTH NORTH HOSPITAL INC L 33767310 FMV IU HEALTH PAOLI INC L 5337768 FMV ROC SURGERY LLC L 1266660 FMV IU HEALTH RISK RETENTION GROUP INC L 2276121 FMV IU HEALTH SOUTHERN INDIANA PHYSICIANS INC L 23784810 FMV IU HEALTH SAXONY SURGERY CENTER LLC L 911833 FMV SENATE STREET SURGERY CENTER LLC L 1136214 FMV IU HEALTH TIPTON HOSPITAL INC L 6851161 FMV IU HEALTH WEST HOSPITAL INC L 33844099 FMV IU HEALTH WHITE MEMORIAL HOSPITAL INC L 5533035 FMV IU HEALTH ARNETT INC M 67500 FMV HEALTH VENTURE MANAGEMENT LLC M 5036247 FMV IU HEALTH CARE ASSOCIATES INC M 144970307 FMV METHODIST OCCUPATIONAL HEALTH CENTERS INC M 2071219 FMV IU HEALTH NORTH HOSPITAL INC M 513155 FMV IU HEALTH SOUTHERN INDIANA PHYSICIANS INC M 1052118 FMV IU HEALTH ARNETT INC O 453929 FMV IU HEALTH BALL MEMORIAL HOSPITAL INC O 438100 FMV IU HEALTH BLOOMINGTON INC O 1028729 FMV IUH ASSURANCE SPC LTD O 550000 FMV IU HEALTH PAOLI INC O 62791 FMV IU HEALTH TIPTON HOSPITAL INC O 135689 FMV IU HEALTH SOUTHERN INDIANA PHYSICIANS INC O 168731 FMV IU HEALTH CARE ASSOCIATES INC O 6575467 FMV IU HEALTH NORTH HOSPITAL INC O 1819766 FMV IU HEALTH BALL MEMORIAL PHYSICIANS O 258662 FMV IUH ASSURANCE SPC LTD R 7140963 FMV IU HEALTH RISK RETENTION GROUP INC R 8838520 FMV BOSC HOLDINGS LLC S 2142000 FMV BSC HOLDINGS LLC S 35502201 FMV IEC HOLDINGS LLC S 3837775 FMV ROCS HOLDINGS LLC S 2791740 FMV SSSC HOLDINGS LLC S 3346212 FMV IU HEALTH ACO INC L 409607 FMV IU HEALTH JAY INC L 6581695 FMV IU HEALTH FORT WAYNE LLC L 1103970 FMV BALL OUTPATIENT SURGERY CENTER LLC O 68824 FMV IU HEALTH BLOOMINGTON INC M 1464843 FMV IU HEALTH BALL MEMORIAL PHYSICIANS M 96633 FMV