INDIANA UNIVERSITY HEALTH INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA UNIVERSITY HEALTH INC (EIN 35-1955872)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-18
- IRS object ID
- 201923229349300547
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-18T13:51:00-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351955872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CRAIG J JONES | InCareOfNm |
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3179634842 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET Suite 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER M ALVEY | PersonNm |
| Person Title | TREASURER/SVP & CFO | PersonTitleTxt |
| Phone | 3179634842 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.1.129.128 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 35198520193185000018 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E86E71EDF6F7DFE9336F32ED7F8459C58967F52A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EC46664482BCB1EF10CC8721B0B9FE3BFD2352A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENNIS M MURPHY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN ST STE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,781,990,336 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://iuhealth.org/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | Improve the health of our patients and community through innovation and excellence in care, education, research and service. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 20616 | TotalEmployeeCnt |
| Total Volunteers | 1300 | TotalVolunteersCnt |
| Total Gross UBI | $17,734,319 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $7,542,523 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,626,877 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,094,779 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,598,533,649 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,814,410,091 | CYProgramServiceRevenueAmt |
| PY Investment Income | $158,185,793 | PYInvestmentIncomeAmt |
| CY Investment Income | $109,423,287 | CYInvestmentIncomeAmt |
| PY Other Revenue | $93,569,016 | PYOtherRevenueAmt |
| CY Other Revenue | $61,078,273 | CYOtherRevenueAmt |
| PY Total Revenue | $3,864,915,335 | PYTotalRevenueAmt |
| CY Total Revenue | $3,994,006,430 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,312,677 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,222,147 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,103,596,765 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,254,297,171 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,064,651 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,079,395,776 | PYOtherExpensesAmt |
| CY Other Expenses | $2,094,008,744 | CYOtherExpensesAmt |
| PY Total Expenses | $3,192,305,218 | PYTotalExpensesAmt |
| CY Total Expenses | $3,363,528,062 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $672,610,117 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $630,478,368 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,854,948,856 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,335,546,825 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,278,506,324 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,815,421,512 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,576,442,532 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,520,125,313 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IMPROVE THE HEALTH OF OUR PATIENTS AND COMMUNITY THROUGH INNOVATION AND EXCELLENCE IN CARE, EDUCATION, RESEARCH AND SERVICE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,436,994,308 | ExpenseAmt |
| Grant | $15,285,199 | GrantAmt |
| Revenue | $2,226,983,069 | RevenueAmt |
| Desc | Indiana University Health, Inc. ("IU Health") is an academic health center comprised of IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children at IU Health (together referred to as "IU Health Academic Health Center"), IU Health Saxony Hospital, and IU Health Morgan. It also offers pharmacy, home care, outpatient, and emergency transport services throughout the central Indiana area. IU Health incorporates a unique partnership with Indiana University School of Medicine ("IU School of Medicine"), one of the nation's leading medical schools, to give patients access to innovative treatments and therapies, all without regard to their ability to pay. IU Health is also the parent organization of the IU Health System, Indiana's most comprehensive health care system. IU Health Methodist and IU Health University Hospitals IU Health Methodist and IU Health University Hospitals, located in Indianapolis, Indiana, are a 1,025-bed adult Academic Health Center in partnership with the IU School of Medicine. IU Health Methodist Hospital and IU Health University Hospital are designated as Magnet hospitals, recognized for excellence in nursing services and high-quality clinical outcomes for patients. IU Health University Hospital is a leading academic medical center with a commitment to disseminating research findings while improving the quality of life for people on a local, regional, national and international basis. IU Health Methodist Hospital and IU Health University Hospital both serve an adult population. These hospitals lead the way in community benefit initiatives. A substantial piece of community benefit is providing excellent care to patients, regardless of their ability to pay. Riley Hospital for Children at IU Health Riley Hospital for Children at IU Health, located in Indianapolis, Indiana, is 276-bed children's hospital that is Indiana's largest and most comprehensive pediatric hospital. It is regularly ranked among the top children's hospitals in the county by U.S. News & World Report's Best Children's Hospitals. In addition to clinical expertise, Riley Hospital for Children at IU Health's partnership with the IU School of Medicine ensures that patients have access to the most innovative treatments and the latest research and technology. Riley Hospital for Children at IU Health provides comprehensive, family-centered care to more than 300,000 children annually through its statewide primary and specialty care offices, and inpatient and outpatient services at its flagship hospital. Pediatric patients and their families travel from all 92 Indiana counties, the region and the world to access the nationally recognized clinical programs of Riley Hospital for Children at IU Health. Riley Hospital for Children at IU Health is also designated as a Magnet hospital, recognized for excellence in nursing services and high-quality clinical outcomes for patients. IU Health Saxony Hospital IU Health Saxony Hospital, located in Fishers, Indiana, is a 32-bed specialty care hospital primarily focusing on surgical services for cardiovascular and orthopedics. It opened in 2011 and includes six operating rooms, a full emergency department, a helipad for medical transport and a medical office complex. IU Health Saxony Hospital is also home to the Indiana University Health Hip and Knee Center. Here, the team of fellowship trained surgeons perform more hip and knee replacements than any other IU Health facility in the state. IU Health Morgan IU Health Morgan, an outpatient department of the IU Health Academic Health Center located in Martinsville, Indiana, offers coverage in adult and pediatric care; specialty care; emergency and urgent care; diagnostic imaging including 3D mammography; lab testing; outpatient surgical services; cancer care, including medical and radiation oncology; cardiac, physical, speech and occupational therapies; sleep lab; and community health and wellness, including medical nutrition therapy and diabetes care. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $314,336,610 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $487,143,410 | RevenueAmt |
| Desc | IU Health provides services to related tax-exempt organizations. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $190,360,967 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $295,012,059 | RevenueAmt |
| Desc | Member premium revenue | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $383,636,937 | $0 | $594,541,648 | REFERENCE LABORATORY |
| $98,572,685 | $0 | $152,763,097 | PHARMACY |
| $60,548,781 | $0 | $94,980,882 | ALL OTHER PROGRAM SERVICE REVENUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $542,758,403 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $842,285,627 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,484,450,288 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 2993 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 20616 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG J JONES | PersonNm |
| Phone | 3179634842 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANNE NOBLES | ||||||||||
| BOARD CHAIR / DIRECTOR | 6.0 | 0.0 | Yes (X) | Yes (X) | $42,578 | $0 | $0 | |||
| MICHAEL A MCROBBIE | ||||||||||
| VICE-CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $22,500 | $0 | $0 | |||
| BISHOP JULIUS C TRIMBLE | ||||||||||
| VICE-CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $22,750 | $0 | $0 | |||
| DENNIS M MURPHY | ||||||||||
| DIRECTOR/PRESIDENT & CEO | 60.0 | 0.0 | Yes (X) | Yes (X) | $2,337,137 | $0 | $335,025 | |||
| HON SARAH EVANS BARKER | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MAUREEN BISOGNANO | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $38,750 | $0 | $0 | ||||
| J SCOTT DAVISON | ||||||||||
| DIRECTOR / BOARD CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $41,000 | $0 | $0 | |||
| JAMES A DAVLIN V | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $33,000 | $0 | $0 | ||||
| THOMAS V EASTERDAY | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $43,750 | $0 | $0 | ||||
| KYLE L GRAZIER | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $53,750 | $0 | $0 | ||||
| JEFFREY A HARRISON | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $38,750 | $0 | $0 | ||||
| JAY L HESS MD | ||||||||||
| DIRECTOR | 6.0 | 2.0 | Yes (X) | $39,750 | $6,750 | $0 | ||||
| MICHAEL J MIRRO MD | ||||||||||
| DIRECTOR (PART YEAR) | 6.0 | 0.0 | Yes (X) | $5,750 | $0 | $0 | ||||
| HARRY L GONSO | ||||||||||
| DIRECTOR (PART YEAR) | 6.0 | 0.0 | Yes (X) | $28,750 | $0 | $0 | ||||
| ROBERT A PALMER | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $38,750 | $0 | $0 | ||||
| LARRY H STEVENS MD | ||||||||||
| DIRECTOR | 6.0 | 55.0 | Yes (X) | $46,750 | $600,762 | $18,525 | ||||
| RYAN C KITCHELL | ||||||||||
| TREASURER/EVP & CAO | 55.0 | 0.0 | Yes (X) | $1,831,685 | $0 | $237,945 | ||||
| MARY BETH CLAUS | ||||||||||
| SECRETARY/SVP & GEN. COUNSEL | 55.0 | 0.0 | Yes (X) | $799,936 | $0 | $110,309 | ||||
| JENNIFER M ALVEY | ||||||||||
| TREASURER / SVP & CFO | 55.0 | 0.0 | Yes (X) | $872,512 | $0 | $146,707 | ||||
| ALFONSO W GATMAITAN | ||||||||||
| EVP & COO (PART YEAR) | 55.0 | 0.0 | $3,058,805 | $0 | $1,037,833 | Yes (X) | ||||
| MICHELLE A JANNEY RN | ||||||||||
| EVP & CNE | 55.0 | 0.0 | $1,017,028 | $0 | $126,964 | Yes (X) | ||||
| JONATHAN E GOTTLIEB MD | ||||||||||
| EVP & CME | 55.0 | 0.0 | $1,417,127 | $0 | $21,340 | Yes (X) | ||||
| RYAN D NAGY MD | ||||||||||
| PRESIDENT/CMO (AAHC) | 25.0 | 30.0 | $0 | $858,802 | $121,247 | Yes (X) | ||||
| MATTHEW R COOK | ||||||||||
| PRESIDENT (RILEY) | 55.0 | 0.0 | $707,553 | $0 | $138,083 | Yes (X) | ||||
| RONALD L STIVER | ||||||||||
| PRESIDENT (SCS) | 55.0 | 0.0 | $806,913 | $0 | $132,690 | Yes (X) | ||||
| MARK A LANTZY | ||||||||||
| SVP & CIO/PRES. (HEALTH PLANS) | 30.0 | 25.0 | $788,940 | $0 | $130,514 | Yes (X) | ||||
| KEVIN R ARMSTRONG | ||||||||||
| EVP & CHIEF OF STAFF | 55.0 | 0.0 | $518,021 | $0 | $105,962 | Yes (X) | ||||
| PARVEEN CHAND | ||||||||||
| COO, AHC ADULT HOSPITALS | 55.0 | 0.0 | $487,837 | $0 | $36,365 | Yes (X) | ||||
| JONATHAN R GOBLE | ||||||||||
| PRESIDENT (NCR)(PART YEAR) | 15.0 | 40.0 | $1,707,608 | $0 | $255,962 | Yes (X) | ||||
| MATTHEW D BAILEY | ||||||||||
| PRESIDENT (SCR)(PART YEAR) | 0.0 | 55.0 | $1,493,222 | $0 | $329,267 | Yes (X) | ||||
| JAMES T PARKER | ||||||||||
| SVP / PRES MDWISE (PART YEAR) | 0.0 | 55.0 | $1,284,467 | $0 | $11,768 | Yes (X) | ||||
| JOHN F FITZGERALD MD | ||||||||||
| SVP, POPULATION HEALTH | 40.0 | 15.0 | $566,521 | $254,997 | $130,522 | Yes (X) | ||||
| ELIZABETH DUNLAP | ||||||||||
| SVP, CHIEF HR OFFICER | 55.0 | 0.0 | $767,220 | $0 | $34,402 | Yes (X) | ||||
| ERIC S WILLIAMS MD | ||||||||||
| FORMER EVP, ACAD. & MED. AFF. | 0.0 | 55.0 | $0 | $226,197 | $19,179 | Yes (X) | ||||
| PAUL R HAUT MD | ||||||||||
| VP-COO/FMR INT. PRES. (RILEY) | 55.0 | 0.0 | $0 | $423,335 | $11,918 | Yes (X) | ||||
| MICHAEL L HARLOWE | ||||||||||
| PRESIDENT (TIPTON) | 25.0 | 30.0 | $0 | $267,138 | $31,996 | Yes (X) | ||||
| DAWN M MOORE | ||||||||||
| VP & CHIEF PHARMACY OFFICER | 55.0 | 0.0 | $321,527 | $0 | $34,398 | Yes (X) | ||||
| ELIZABETH L PAXTON RN | ||||||||||
| FORMER VP & CNO (RILEY) | 0.0 | 0.0 | $159,798 | $0 | $7,102 | Yes (X) | ||||
| DANIEL F EVANS JR | ||||||||||
| PRESIDENT EMERITUS | 30.0 | 0.0 | $269,476 | $0 | $27,379 | Yes (X) | ||||
| DONALD E CLAYTON MD | ||||||||||
| FORMER PRESIDENT (WCR) | 0.0 | 0.0 | $304,574 | $136,639 | $27,856 | Yes (X) | ||||
| RICHARD D CHADDERTON | ||||||||||
| FORMER SVP, MKTG & STRATEGY | 0.0 | 0.0 | $104,170 | $0 | $8,475 | Yes (X) | ||||
| MICHAEL E HALEY | ||||||||||
| VP, BEHAVIORAL HEALTH | 55.0 | 0.0 | $695,108 | $0 | $42,848 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $22,813,763 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,774,620 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,672,581 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1301 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IU HEALTH CARE ASSOCIATES INC | |||||
| 950 N MERIDIAN ST STE 300 | INDIANAPOLIS | IN | 46204 | MEDICAL | $143,280,188 |
| EVOLENT HEALTH LLC | |||||
| 800 N GLEBE RD STE 500 | ARLINGTON | VA | 22203 | POPULATION HEALTH | $22,056,888 |
| CERNER CORP | |||||
| 2800 ROCKCREEK PKWY | KANSAS CITY | MO | 64117 | HEALTH IT SOLUTIONS | $35,638,779 |
| TRIMEDX LLC | |||||
| 5451 LAKEVIEW PKWY S DR | INDIANAPOLIS | IN | 46268 | CLINICAL ENGINEERING | $24,086,994 |
| MEDEFIS | |||||
| 10826 OLD MILL RD STE 101 | OMAHA | NE | 68154 | TEMPORARY STAFFING | $14,580,924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 268 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $733,550 | RelatedOrganizationsAmt |
| Government Grants | $6,700,865 | GovernmentGrantsAmt |
| All Other Contributions | $1,660,364 | AllOtherContributionsAmt |
| Total Contributions | $9,094,779 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 622110 | $2,226,983,069 | $2,226,983,069 | |
| REFERENCE LABORATORY | 621500 | $594,541,648 | $590,598,819 | $3,942,829 |
| MEMBER PREMIUM REVENUE | 541900 | $295,012,059 | $295,012,059 | |
| SHARED SERVICES | 900099 | $487,143,410 | $476,907,234 | $10,236,176 |
| PHARMACY | 446110 | $152,763,097 | $138,156,316 | $14,606,781 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,966,808 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,287,054 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$9,320,246 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,814,410,091 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,929,487 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,868,713 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $66,060,774 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,682,142 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,156,648 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,525,494 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,525,484 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $139,751 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,385,733 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,788,728,191 | SecuritiesAmt |
| Other | $1,592,867 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,781,713,301 | SecuritiesAmt |
| Other | $1,113,957 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,014,890 | SecuritiesAmt |
| Other | $478,910 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,493,800 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,060,747 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,433,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA/FOOD SERVICE | 721110 | $7,424,599 | $7,424,599 |
| PARKING | 812930 | $2,675,813 | $2,675,813 |
| TELEPHONE | 517000 | $1,353,866 | $1,353,866 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,098,511 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,931,719 | UnrelatedBusinessRevenueAmt |
| Exclusion | $43,030,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $51,552,789 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,994,006,430 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,830,813,264 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $17,734,319 | UnrelatedBusinessRevenueAmt |
| Exclusion | $136,364,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,122,147 | TotalAmt |
| Program Services | $15,122,147 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,213,588 | TotalAmt |
| Program Services | $12,944,293 | ProgramServicesAmt |
| Management And General | $6,269,295 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,431,804 | TotalAmt |
| Program Services | $967,355 | ProgramServicesAmt |
| Management And General | $464,449 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,012,909,429 | TotalAmt |
| Program Services | $681,233,437 | ProgramServicesAmt |
| Management And General | $328,270,571 | ManagementAndGeneralAmt |
| Fundraising | $3,405,421 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,145,261 | TotalAmt |
| Program Services | $58,887,759 | ProgramServicesAmt |
| Management And General | $28,257,502 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,503,112 | TotalAmt |
| Program Services | $41,363,989 | ProgramServicesAmt |
| Management And General | $19,659,034 | ManagementAndGeneralAmt |
| Fundraising | $480,089 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,093,977 | TotalAmt |
| Program Services | $48,486,888 | ProgramServicesAmt |
| Management And General | $23,388,877 | ManagementAndGeneralAmt |
| Fundraising | $218,212 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,671,721 | TotalAmt |
| Management And General | $1,671,721 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,081,821 | TotalAmt |
| Management And General | $5,081,821 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,688,465 | TotalAmt |
| Management And General | $2,688,465 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,193 | TotalAmt |
| Management And General | $723,193 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,871,519 | TotalAmt |
| Management And General | $9,871,519 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,832,975 | TotalAmt |
| Program Services | $220,467,471 | ProgramServicesAmt |
| Management And General | $116,956,028 | ManagementAndGeneralAmt |
| Fundraising | $409,476 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,230,955 | TotalAmt |
| Program Services | $1,494,942 | ProgramServicesAmt |
| Management And General | $13,460,844 | ManagementAndGeneralAmt |
| Fundraising | $275,169 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,655,090 | TotalAmt |
| Program Services | $15,154,787 | ProgramServicesAmt |
| Management And General | $14,412,896 | ManagementAndGeneralAmt |
| Fundraising | $87,407 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,836,575 | TotalAmt |
| Program Services | $25,511,509 | ProgramServicesAmt |
| Management And General | $77,281,200 | ManagementAndGeneralAmt |
| Fundraising | $43,866 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,885,381 | TotalAmt |
| Program Services | $7,776,574 | ProgramServicesAmt |
| Management And General | $73,108,697 | ManagementAndGeneralAmt |
| Fundraising | $110 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,733,722 | TotalAmt |
| Program Services | $1,588,185 | ProgramServicesAmt |
| Management And General | $2,114,992 | ManagementAndGeneralAmt |
| Fundraising | $30,545 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,240 | TotalAmt |
| Program Services | $145,081 | ProgramServicesAmt |
| Management And General | $197,142 | ManagementAndGeneralAmt |
| Fundraising | $6,017 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,252,781 | TotalAmt |
| Program Services | $174,188 | ProgramServicesAmt |
| Management And General | $42,078,593 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,514,878 | TotalAmt |
| Program Services | $101,078,085 | ProgramServicesAmt |
| Management And General | $43,434,466 | ManagementAndGeneralAmt |
| Fundraising | $2,327 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,464,457 | TotalAmt |
| Program Services | $700,297 | ProgramServicesAmt |
| Management And General | $18,764,160 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DRUGS AND MEDICAL SUPPLIES | $665,352,704 | $665,352,704 | |
| HEALTH CLAIMS TO PROVIDERS | $315,847,055 | $315,847,055 | |
| BAD DEBT | $111,059,795 | $111,059,795 | |
| UBI TAX | $1,747,116 | $1,747,116 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,210,301 | TotalAmt |
| Program Services | $158,993,747 | ProgramServicesAmt |
| Management And General | $44,110,542 | ManagementAndGeneralAmt |
| Fundraising | $106,012 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,363,528,062 | TotalAmt |
| Program Services | $2,484,450,288 | ProgramServicesAmt |
| Management And General | $874,013,123 | ManagementAndGeneralAmt |
| Fundraising | $5,064,651 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,274 | BOYAmt |
| EOY | $105,418 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,151,725 | BOYAmt |
| EOY | $370,411,669 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,773 | BOYAmt |
| EOY | $1,166,869 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,920,718 | BOYAmt |
| EOY | $505,620,007 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $670,709,706 | BOYAmt |
| EOY | $642,250,736 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,141,972 | BOYAmt |
| EOY | $68,739,798 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,599,203 | BOYAmt |
| EOY | $56,347,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,642,018,549 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,146,939,285 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,491,041,286 | BOYAmt |
| EOY | $1,495,079,264 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,614,968,878 | BOYAmt |
| EOY | $2,764,003,286 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,786,140,221 | BOYAmt |
| EOY | $2,024,026,049 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,407,346 | BOYAmt |
| EOY | $352,987,114 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,836,771 | BOYAmt |
| EOY | $7,586,056 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,883,983 | BOYAmt |
| EOY | $47,223,383 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,854,948,856 | BOYAmt |
| EOY | $8,335,546,825 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,948,785 | BOYAmt |
| EOY | $488,713,438 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,755,032 | BOYAmt |
| EOY | $19,920,534 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,279,981,535 | BOYAmt |
| EOY | $1,473,351,615 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,155,497 | BOYAmt |
| EOY | $99,720,053 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,391,665,475 | BOYAmt |
| EOY | $1,733,715,872 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,278,506,324 | BOYAmt |
| EOY | $3,815,421,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,571,554,251 | BOYAmt |
| EOY | $4,518,269,449 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,888,281 | BOYAmt |
| EOY | $1,855,864 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,576,442,532 | BOYAmt |
| EOY | $4,520,125,313 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,854,948,856 | BOYAmt |
| EOY | $8,335,546,825 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $630,478,368 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$274,835,808 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$411,959,779 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Media Advertisements | $0 | MediaAdvertisementsAmt |
| Mailings Members | false | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $616,855 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $106,338 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $723,193 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Lines 1b and g - Paid staff and direct contact | During 2018, IU Health spent a total of $616,855 in direct federal and state lobbying expenditures. During 2018, 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 - NIH funding - Accountable Care Organizations - 340B program - Meaningful Use - Site-neutrality Payments - Critical Access and Rural Hospital Matters (Direct Supervision; Medicare Extenders) - Disproportionate Share Hospital Payments - Telemedicine/Telehealth - Electronic Health Records Interoperability - Organ Transplant Allocation - CMS Regulatory Requirements - Budget Matters During 2018, 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 2018 that a portion of the dues it paid would be used for lobbying purposes as follows: American Hospital Association: 22.98% or $19,713 Indiana Hospital Association: 7.12% or $21,188 Greater Indianapolis Chamber of Commerce: 5.0% / 10% or $28,750 Indiana Chamber of Commerce: 12% or $6,000 Children's Hospital Association: 21.23% or $30,210 Association of American Medical Colleges: 2.37% or $477 Total Portion of Dues Used for Lobbying Purposes: $106,338 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,888,281 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $3,032,417 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,855,864 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,888,281 | BeginningYearBalanceAmt |
| End Year Balance | $4,888,281 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,888,281 | BeginningYearBalanceAmt |
| End Year Balance | $4,888,281 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,888,281 | BeginningYearBalanceAmt |
| End Year Balance | $4,888,281 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,890,781 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $2,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,888,281 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $147,061,560 | OtherCostOrOtherBasisAmt |
| Book Value | $147,061,560 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,944,047,734 | OtherCostOrOtherBasisAmt |
| Depreciation | $997,026,198 | DepreciationAmt |
| Book Value | $947,021,536 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,752,058 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,608,180 | DepreciationAmt |
| Book Value | $16,143,878 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,411,443,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,125,523,193 | DepreciationAmt |
| Book Value | $285,920,397 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $115,713,607 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,781,714 | DepreciationAmt |
| Book Value | $98,931,893 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,495,079,264 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $2,024,026,049 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,024,026,049 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLES (NET) | $1,601,472,315 |
| INTEREST RATE SWAP LIABILITIES | $43,695,020 |
| DUE TO THIRD-PARTY PAYERS | $66,929,259 |
| PENSION AND OTHER RET. LIAB. | $7,191,197 |
| ENVIRONMENTAL OBLIGATIONS | $5,463,509 |
| ACCRUED INTEREST ON BONDS | $6,391,036 |
| SELF-INSURANCE LIABILITIES | $2,573,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,733,715,872 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 - Intended Uses of 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 categorize certain fringe benefit expenses as a source of unrelated business income subject to tax, 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. Regulations necessary to implement certain aspects of TCJA are expected to be promulgated by the IRS in 2019. As of and for the year ended December 31, 2018, 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 based on accounting guidance included in Accounting Standards Codification (ASC) 740, Income Taxes. 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 which, as of December 31, 2018 and 2017, 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, 2018 and 2017, the Indiana University Health System had gross deferred tax assets of $119,965,000 and $93,794,000, respectively, primarily relating to net operating loss carryovers. Management determined that a full valuation allowance at December 31, 2018 and 2017 was necessary to reduce the deferred tax assets to the amount that would more likely than not be realized. ASC Topic 740-10-50-3, Income Taxes: Disclosure, requires a valuation allowance to reduce the deferred tax assets reported if, based on the weight of the evidence, it is more likely than not that some portion or all of the deferred tax assets will not be realized. The change in the valuation allowance for the current year is $26,171,000. At December 31, 2018, the Indiana University Health System has available net operating loss carryforwards of $482,349,000. Net operating losses generated from 1999 through 2017 will expire between 2019 and 2037. Net operating losses generated during 2018 do not expire. Certain subsidiaries of Indiana University Health are taxable entities. The tax expense and liabilities of these subsidiaries are not material to the consolidated financial statements. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | N/A | $1,432,739,035 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | N/A | $22,100,404 |
| North America | 0 | 0 | Investments | N/A | $670,004 |
| East Asia and the Pacific | 0 | 0 | Investments | N/A | $3,463,099 |
| Central America and the Caribbean | 0 | 0 | Program Services | SELF-INSURANCE | $7,060,180 |
| Central America and the Caribbean | 0 | 0 | Conduct board meetings | N/A | $33,387 |
| Central America and the Caribbean | 0 | 0 | Unrelated Trade or Business | N/A | $3,260,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,469,326,311 | SubtotalSpentAmt |
| Total Spent | $1,469,326,311 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 - Activities per Region | FormAndLineReferenceDesc |
| Explanation | The amounts reported on Schedule F, Part I, Line 3 include the book values of foreign investments, insurance premiums paid directly to an off-shore captive, and travel and meeting expenses paid to attend off-shore captive meetings. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | false | FPGReferenceDiscountedCareInd |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 26064 | PersonsServedCnt |
| Total Community Benefit Expns | $50,963,198 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $50,963,198 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01550 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 83872 | PersonsServedCnt |
| Total Community Benefit Expns | $903,311,177 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $536,367,724 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $339,943,453 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.10330 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 109936 | PersonsServedCnt |
| Total Community Benefit Expns | $954,274,375 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $536,367,724 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $390,906,651 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11880 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 16 | ActivitiesOrProgramsCnt |
| Persons Served | 102779 | PersonsServedCnt |
| Total Community Benefit Expns | $17,101,380 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $362,973 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $16,738,407 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00510 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4 | ActivitiesOrProgramsCnt |
| Persons Served | 25082 | PersonsServedCnt |
| Total Community Benefit Expns | $113,645,555 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $16,667,045 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $96,978,510 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02950 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 7758 | PersonsServedCnt |
| Total Community Benefit Expns | $12,489,997 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $12,489,997 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00380 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $10,000,000 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,000,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00300 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 5 | ActivitiesOrProgramsCnt |
| Persons Served | 212728 | PersonsServedCnt |
| Total Community Benefit Expns | $13,686,783 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $150,479 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $13,536,304 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00410 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 27 | ActivitiesOrProgramsCnt |
| Persons Served | 348347 | PersonsServedCnt |
| Total Community Benefit Expns | $166,923,715 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $17,180,497 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $149,743,218 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04550 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 27 | ActivitiesOrProgramsCnt |
| Persons Served | 458283 | PersonsServedCnt |
| Total Community Benefit Expns | $1,121,198,090 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $553,548,221 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $540,649,869 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.16430 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 100 | PersonsServedCnt |
| Total Community Benefit Expns | $254,182 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $254,182 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $3,782 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,782 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 100 | PersonsServedCnt |
| Total Community Benefit Expns | $257,964 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $257,964 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $38,504,257 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $422,490,668 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $462,397,906 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$39,907,238 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (5 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.25743 | 0.0 | 0.74257 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.2587 | 0.0 | 0.7413 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.2601 | 0.0 | 0.7399 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.28963 | 0.0 | 0.71037 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.27114 | 0.0 | 0.72886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 N SENATE BLVD | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | https://iuhealth.org/ | WebsiteAddressTxt |
| State License | 17-005051-1 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Childrens Hospital | Yes (X) | ChildrensHospitalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | SEE PART V, SECTION C FOR ADDITIONAL INFORMATION | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 18 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | false | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | false | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART V, SECTION C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 19 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE PART V, SECTION C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 0. | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART V, SECTION C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART V, SECTION C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE PART V, SECTION C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section A, Line 1 Name, Address, and Website | IU Health operates several hospital locations under a single hospital license issued by the Indiana State Department of Health. The names, addresses, and primary website addresses for each of these locations are as follows: IU Health Methodist Hospital 1701 N. Senate Blvd. Indianapolis, IN 46202 https://iuhealth.org/find-locations/iu-health-methodist-hospital IU Health University Hospital 550 University Blvd. Indianapolis, IN 46202 https://iuhealth.org/find-locations/iu-health-university-hospital Riley Hospital for Children at IU Health 705 Riley Hospital Dr. Indianapolis, IN 46202 https://www.rileychildrens.org/ IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children at IU Health are collectively referred to as the IU Health Academic Health Center. IU Health Saxony Hospital 13000 E. 136th St. Fishers, IN 46037 https://iuhealth.org/find-locations/iu-health-saxony-hospital Schedule H, Part 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 was also 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, reasons 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 diseases 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 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 Health part |
| 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 |
| 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 will be 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. 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. 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. Social Determinants of Health - Expand the Medical-Legal 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. - Work with community organizations to determine roles in programming. 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 will be 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. - 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. - Provide lactation training, childcare education and well-baby checks for new mothers in the community. 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 projects, community organizations, and faith-based organizations to reach target population. - A nutritionist will educate the community. - Implement 5-2-1-0 Program in collaboration with local organizations. - Identify community organizations that can assist with implementation of these programs. Smoking, Tobacco Use and Exposure to Secondhand Smoke; Behavioral Health - Patients, family members and caregivers of Riley patients will be screened for use of tobacco products, including vaping. Those who screen positive will be counseled regarding medical risks to self and/or patient and asked if they want to quit, or at least abstain while their child is in the hospital. If they agree, they will receive counseling from a core group of staff, also trained as certified tobacco treatment specialists. - Train staff to counsel and provide resources to tobacco users who wish to quit or abstain while their child is in the hospital. - Work with tobacco control coalition to add value and resources, as needed. Violence and Injuries - Provide free Safe Sitter classes to groups of low-income youth. Poverty and Other Social Determinants of Health - Expand the Medical-Legal Partnership. Riley at IU Health is unable to address those community health needs that do not relate directly to the hospital's mission to deliver healthcare. These are needs that other governmental agencies and/or community organizations have the most appropriate expertise and resources to address. Riley at IU Health is unable to address the following community health needs identified in the Community Health Needs Assessment: - Funding for Public Health - Air Pollution IU Health Saxony Hospital Community health needs listed by category will be addressed between 2019 and 2021 for the IU Health Saxony Hospital: 1. Access to Healthcare Services 2. Drug and Substance Abuse (including Opioids and Alcohol)* 3. Food Insecurity 4. Healthcare and Social Services for Seniors 5. Mental Health* 6. Obesity and Diabetes 7. Social Determinants of Health * IU Health uses the term Behavioral Health to refer to Mental Health and Drug and Substance Abuse (including Opioids). The implementation strategy to address the identified needs noted above includes the following: Access to Healthcare Services; Healthcare and Social Services for Seniors; Social Determinants of Health - Provide funding for Trinity Free Clinic to support the medical and dental needs of Hamilton County residents who are uninsured and underinsured. - Encourage IU Health team members to assist in staffing medical clinics. Access to Healthcare Services; Healthcare and Social Services for Seniors - Provide funding for the Heart & Soul Clinic's operations in Westfield to support medical and dental needs of Hamilton County residents who are uninsured and underinsured. - Provide an Individual Solutions coordinator to help patients register for health insurance through Healthy Indiana Plan (HIP) 2.0 or other Marketplace insurance. - Provide free finger-stick health screenings for seniors at PrimeLife - Enrichment, Inc. to measure cholesterol, triglycerides, glucose, A1C and blood pressure. - Provide education to encourage positive changes to impact future screening results. - Provide physician-led health seminars to seniors at PrimeLife Enrichment, Inc. Access to Healthcare Services; Behavioral Health; Healthcare and Social Services for Seniors; Food Insecurity - Invest in the Partnership for a Healthy Hamilton County (PHHC) to encourage collaboration among area health agencies and organizations. - Develop programs and strategies to improve the overall health of Hamilton County residents and employees. - Participate in PHHC committees related to pertinent Community Health Needs Assessment (CHNA) priorities. - Support the Fishers Youth Assistance Summer Meals Program. Access to Healthcare Services; Behavioral Health; Healthcare and Social Services for Seniors - Create a pilot program that provides in-home visits by a licensed social worker for seniors who need behavioral health services. - Provide in-hospital training for team members so the hospital is able to create an environment that is welcoming and conducive for those living with dementia. - Provide funding to the Shepherd's Center of Hamilton County in support of its Reaching Resources program, which allows seniors to age as independently and gracefully as possible. Access to Healthcare Services; Behavioral Health - Provide 24/7 peer c |
| 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 105 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (105 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| IU HEALTH BALL MEM OUTPATIENT SURG CTR | ||||
| 2401 W UNIVERSITY AVE | MUNCIE | IN | 47303 | AMBULATORY SURGERY |
| IU HEALTH BELTWAY SURGERY CENTER | ||||
| 151 PENNSYLVANIA PKWY | INDIANAPOLIS | IN | 46280 | AMBULATORY SURGERY |
| BELTWAY SURGERY CENTER SPRING MILL | ||||
| 200 W 103RD ST STE 2400 | INDIANAPOLIS | IN | 46290 | AMBULATORY SURGERY |
| IU HEALTH EAGLE HIGHLANDS SURGERY CENTER | ||||
| 6850 PARKDALE PL | INDIANAPOLIS | IN | 46254 | AMBULATORY SURGERY |
| GLEN LEHMAN ENDOSCOPY SUITE | ||||
| 550 N UNIVERSITY BLVD STE 4100 | INDIANAPOLIS | IN | 46202 | 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 |
| INDIANA HEALTH BELTWAY SURGERY CENTER | ||||
| 8501 HARCOURT RD | INDIANAPOLIS | IN | 46260 | AMBULATORY SURGERY |
| IU HEALTH MERIDIAN SOUTH SURGERY CENTER | ||||
| 8820 S MERIDIAN ST | INDIANAPOLIS | IN | 46217 | AMBULATORY SURGERY |
| RILEY OUTPATIENT SURGERY CENTER | ||||
| 702 BARNHILL DR STE 0201 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| SAXONY SURGERY CENTER | ||||
| 13100 E 136TH ST STE 1100 | FISHERS | IN | 46037 | AMBULATORY SURGERY |
| SENATE STREET SURGERY CENTER | ||||
| 1801 N SENATE BLVD | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| CARDIO TESTING AT IU HEALTH METHODIST | ||||
| 1801 N SENATE BLVD STE 3100 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| CHARIS CENTER | ||||
| 6640 INTECH BLVD STE 195 | INDIANAPOLIS | IN | 46278 | DIAGNOSTIC AND OTHER OUTPATIENT |
| INDIANA CANCER PAVILION | ||||
| 535 N BARNHILL DR | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH ADULT DIALYSIS CENTER | ||||
| 2140 N CAPITOL ST | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH ARNETT HOSPITAL LAB | ||||
| 5165 MCCARTY LN | LAFAYETTE | IN | 47905 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BALL MEMORIAL HOSPITAL LAB | ||||
| 2401 UNIVERSITY AVE | MUNCIE | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BLACKFORD HOSPITAL LAB | ||||
| 410 PILGRIM BLVD | HARTFORD CITY | IN | 47348 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BLOOMINGTON HOSPITAL LAB | ||||
| 601 W 2ND ST | BLOOMINGTON | IN | 47402 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BRAIN TUMOR CLINIC | ||||
| 355 W 16TH ST STE 5400 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BROWNSBURG | ||||
| 1375 N GREEN ST STE 200 | BROWNSBURG | IN | 46112 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CANCER CENTERS - SPRING MILL | ||||
| 200 W 103RD ST | INDIANAPOLIS | IN | 46290 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC EAST | ||||
| 6845 RAMA DR | INDIANAPOLIS | IN | 46219 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC NORTH | ||||
| 10202 LANTERN RD | FISHERS | IN | 46038 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC CARMEL | ||||
| 11725 ILLINOIS ST STE 565 | CARMEL | IN | 46032 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC METHODIST | ||||
| 1701 N SENATE BLVD C6 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC WEST | ||||
| 1111 N RONALD REAGAN PKWY | AVON | IN | 46123 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH HOME DIALYSIS | ||||
| 8802 N MERIDIAN ST STE 150 | INDIANAPOLIS | IN | 46260 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH LAPORTE HOSPITAL LAB | ||||
| 1007 LINCOLNWAY | LAPORTE | IN | 46350 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH MEDICAL DIAGNOSTIC CENTER | ||||
| 550 N UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH MELVIN & BREN SIMON CANCER CTR | ||||
| 1030 W MICHIGAN ST | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST HOSPITAL OUTPT SVC | ||||
| 1701 N SENATE BLVD AG053 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST LIFECARE PROGRAM | ||||
| 1633 N CAPITAL AVE STE 300 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST MEDICAL PLAZA NORTH | ||||
| 151 PENNSYLVANIA PKWY | INDIANAPOLIS | IN | 46280 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST MEDICAL PLAZA | ||||
| 6850 PARKDALE PL | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST MEDICAL PLAZA | ||||
| 9660 E WASHINGTON ST | INDIANAPOLIS | IN | 46229 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST MEDICAL PLAZA | ||||
| 8830 S MERIDIAN ST | INDIANAPOLIS | IN | 46217 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST PROFESSIONAL CENTER | ||||
| 1801 N SENATE BLVD | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH MOORESVILLE | ||||
| 820 SAMUEL MOORE PKWY | MOORESVILLE | IN | 46158 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH NEUROSCIENCE CENTER | ||||
| 355 W 16TH ST | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH NEUROSCIENCE CTR NEUROPHYS | ||||
| 355 W 16TH ST STE 2100 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH NORTH HOSPITAL LAB | ||||
| 11700 N MICHIGAN ST | CARMEL | IN | 46032 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH OPTHALMOLOGY CENTER | ||||
| 1160 W MICHIGAN AVE | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH ORTHO RADIOLOGY AND REHAB | ||||
| 1801 N SENATE AVE STE 510 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH PAOLI HOSPITAL LAB | ||||
| 642 W HOSPITAL RD | PAOLI | IN | 47454 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH PATHOLOGY LAB | ||||
| 350 W 11TH ST | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH RADIOLOGY AT GEORGETOWN | ||||
| 4880 W CENTURY PLAZA RD STE 155 | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH RADIOLOGY AT MOORESVILLE | ||||
| 820 SAMUEL MOORE PKWY | MOORESVILLE | IN | 46158 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH RENAL SERVICES | ||||
| 550 N UNIVERSITY BLVD RM 1115 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SAXONY HOSPITAL LAB | ||||
| 13000 E 136TH ST | FISHERS | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SAXONY HOSPITAL OR | ||||
| 13100 E 136TH ST STE 2100 | FISHERS | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SAXONY HOSPITAL SLEEP LAB | ||||
| 13100 E 136TH ST | FISHERS | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SLEEP DISORDERS CENTER | ||||
| 1411 W COUNTY LINE RD STE C | GREENWOOD | IN | 46142 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SLEEP DISORDERS CENTER | ||||
| 714 N SENATE AVE | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH TIPTON HOSPITAL LAB | ||||
| 1000 S MAIN ST | TIPTON | IN | 46072 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH TRANSPLANT | ||||
| 1701 N SENATE BLVD | INDIANAPOLIS | IN | 46206 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH UNIV HOSP ADULT OUTP CENTER | ||||
| 550 UNIVERSITY BLVD RM 4175 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH WEST HOSPITAL LAB | ||||
| 1111 RONALD REAGAN PKWY | AVON | IN | 46123 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH WHITE MEMORIAL HOSPITAL LAB | ||||
| 720 S 6TH ST | MONTICELLO | IN | 47960 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SAXONY HOSPITAL CARDIAC REHAB | ||||
| 13100 E 136TH ST | FISHERS | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| METHODIST MEDICAL PLAZA GEORGETOWN | ||||
| 4880 W CENTURY PLAZA RD | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC AND OTHER OUTPATIENT |
| METHODIST MEDICAL PLAZA GLENDALE | ||||
| 2620 KESSLER BLVD E DR | INDIANAPOLIS | IN | 46220 | DIAGNOSTIC AND OTHER OUTPATIENT |
| METHODIST MEDICAL TOWER | ||||
| 1633 N CAPITAL AVE | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| NEUROREHABILITATION AND ROBOTICS | ||||
| 355 W 16TH ST STE 1078 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| NEUROSCIENCE RADIOLOGY | ||||
| 355 W 16TH ST STE 0400 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| PULMONARY REHABILITATION | ||||
| 1633 N CAPITAL AVE STE 103 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| RILEY REHABILITATION SERVICES | ||||
| 705 RILEY HOSPITAL DR | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| RILEY REHABILITATION SERVICES (EAST) | ||||
| 9650 E WASHINGTON ST STE 250 | INDIANAPOLIS | IN | 46229 | DIAGNOSTIC AND OTHER OUTPATIENT |
| RILEY HOSPITAL HEMATOLOGYONCOLOGY | ||||
| 11725 ILLINOIS ST STE 01BD003-B6 | CARMEL | IN | 46032 | DIAGNOSTIC AND OTHER OUTPATIENT |
| RILEY HOSPITAL RENAL SERVICES | ||||
| 705 RILEY HOSPITAL DR ROC STE 12 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| SPRING MILL OFFICE BUILDING LABORATORY | ||||
| 200 W 103RD ST | INDIANAPOLIS | IN | 46290 | DIAGNOSTIC AND OTHER OUTPATIENT |
| THE SIMULATION CENTER AT FAIRBANKS HALL | ||||
| 340 W 10TH ST STE 4100 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH ADVANCED THERAPIES PHARMACY | ||||
| 355 W 16TH ST STE 1600 | INDIANAPOLIS | IN | 46202 | PHARMACY |
| METHODIST RETAIL PHARMACY | ||||
| 1801 N SENATE BLVD STE 105 | INDIANAPOLIS | IN | 46202 | PHARMACY |
| NORTH RETAIL PHARMACY | ||||
| 11700 N MERIDIAN ST STE B106 | CARMEL | IN | 46032 | PHARMACY |
| RILEY RETAIL PHARMACY | ||||
| 705 RILEY HOSPITAL DR ROC 1201 | INDIANAPOLIS | IN | 46202 | PHARMACY |
| SAXONY RETAIL PHARMACY | ||||
| 13100 E 136TH ST STE 1000 | FISHERS | IN | 46037 | PHARMACY |
| UNIVERSITY RETAIL PHARMACY | ||||
| 550 N UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | PHARMACY |
| WEST RETAIL PHARMACY | ||||
| 1111 N RONALD REAGAN PKWY | AVON | IN | 46123 | PHARMACY |
| IU HEALTH ARNETT HOME CARE | ||||
| 3900 MCCARTY LN STE 103 | LAFAYETTE | IN | 47905 | HOME HEALTH |
| IU HEALTH ARNETT SLEEP APNEA EDUC CTR | ||||
| 3900 MCCARTY LN STE 102 | LAFAYETTE | IN | 47905 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BALL MEMORIAL HOME CARE | ||||
| 2300 W GILBERT ST | MUNCIE | IN | 47303 | HOME HEALTH |
| IU HEALTH BEDFORD SLEEP APNEA EDUC CTR | ||||
| 1502 CLINIC DR | BEDFORD | IN | 47421 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH HOME CARE | ||||
| 950 N MERIDIAN ST STE 700 | INDIANAPOLIS | IN | 46204 | HOME HEALTH |
| IU HEALTH SLEEP APNEA EDUCATION CENTER | ||||
| 1411 W COUNTY LINE RD STE C | GREENWOOD | IN | 46142 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SLEEP APNEA EDUCATION CENTER | ||||
| 714 N SENATE AVE STE 110 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH TIPTON HOME CARE | ||||
| 202 S WEST ST | TIPTON | IN | 46072 | HOME HEALTH |
| SLEEP APNEA EDUCATION CENTER AT SAXONY | ||||
| 13100 E 136TH ST STE 3200B | FISHERS | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| SLEEP APNEA EDUCATION CENTER AT WEST | ||||
| 1115 N RONALD REAGAN PKWY STE 3 | AVON | IN | 46123 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BALL MEMORIAL HOSPICE | ||||
| 2401 W UNIVERSITY BLVD | MUNCIE | IN | 47303 | HOSPICE |
| IU HEALTH HOSPICE | ||||
| 1828 N ILLINOIS ST | INDIANAPOLIS | IN | 46202 | HOSPICE |
| IU HEALTH HOSPICE | ||||
| 950 N MERIDIAN ST STE 700 | INDIANAPOLIS | IN | 46204 | HOSPICE |
| IU HEALTH MORGAN | ||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | DIAGNOSTIC AND OTHER OUTPATIENT |
| PULMONARY REHAB METHODIST MEDICAL TOWER | ||||
| 1633 N CAPITAL AVE STE 102 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH HOME DIALYSIS | ||||
| 83303 N MERIDIAN ST STE 150 | INDIANAPOLIS | IN | 46260 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH PT & RADIOLOGY AT ARTISTRY | ||||
| 404 E WASHINGTON ST STE B | INDIANAPOLIS | IN | 46204 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH EAST WASHINGTON AMBUL SURGERY | ||||
| 9660 E WASHINGTON ST STE 200 | INDIANAPOLIS | IN | 46229 | 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 RADIOLOGY | ||||
| 151 Pennsylvania Pkwy Suite 160 | INDIANAPOLIS | IN | 46280 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH HIP & KNEE CENTER | ||||
| 13000 E 136TH ST STE 2000 | FISHERS | IN | 46037 | AMBULATORY SURGERY AND DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH PHYSICIANS CARDIOVASCULAR SURG | ||||
| 1801 N SENATE BLVD STE 3300 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| IU HEALTH PHYSICIANS GENERAL SURGERY | ||||
| 1801 N SENATE BLVD STE 635 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 34.07%. |
| 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 $114,075,911. 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 economic 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, community revitalization and nutrition and healthy weight: . Connect2Help211 . Gennesaret Free Clinics . IU Student Outreach Clinic . Martin Center Sickle Cell Initiative . Raphael Health Center . Coburn Place Safe Haven II, Inc. . Family Promise . Goodwill Education Initiatives, Inc. . LifeSmart Youth, Inc. . NAMI Indiana, Inc. . Groundwork Indy . Habitat for Humanity . Kennedy King Memorial Initiative . Big Green Indianapolis . Brandywine Creek Farms . Gleaners Food Bank of Indiana . IPS Education Foundation, Inc. . Jump IN for Healthy Kids . Playworks Education Energized To take 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 2018, more than 2,848 IU Health team members dedicated more than 9,694 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 $94,886,000 and $85,295,000 in 2018 and 2017, 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 will 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. |
| 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 2018, Marion County's population was 954,670 and 51.8% were female. The county's population estimates by race are 54.8% White non-Hispanic, 28.9% Black non-Hispanic, 10.6% Hispanic or Latino, 3.6% Asian, 0.5% American Indian or Alaska native, and 2.9% 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 2018, Hamilton County's population was 330,086. Just over half (51.1%) were female and 48.9% were male. The county's population estimates by race are 83.4% White non-Hispanic, 4.4% Black, 4.1% Hispanic or Latino, 6.2% 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 strategic planning process was renewed during 2014 resulting in mission-critical focusing and re-focusing of investments, both people and financial resources, to fund improvements in patient care, medical education, and research. One of the most crucial elements in that process was the statement of IU Health's Value Proposition: IU Health will be a leader in: - Managing the health of populations it serves, leveraging all aspects of its tripartite mission; - Providing care for patients with complex illnesses, while serving as a destination referral center in select areas. - IU Health will compete on excellence and innovation to drive outcomes and value. This proposition advances IU Health's Mission Statement and recognizes core values that are crucial to its historic and current identity. IU Health is already seeing new and sustained initiatives based upon this statement. |
| Schedule H, Part VI, Line 6 Affiliated Health Care System | Indiana University Health is Indiana's most comprehensive health 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 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. - Indiana University Health Medical Center is honored to be nationally ranked by U.S. News & World Report for the 21st year in a row. That means IU Health continues to be ranked among the best healthcare systems in the nation and the top healthcare system in Indiana. This ranking recognizes the exceptional care, unmatched expertise and continued excellence of our entire team of caregivers, while giving it patients confidence that they made the right choice in trusting IU Health with their care. - IU Health Medical Center was among the 4 percent of U.S. hospitals to earn a national ranking and has the most nationally ranked specialties in Indiana. - Nine out of ten specialty programs at Riley Hospital for Children at IU Health ranked among the top 50 children's hospitals in the nation. 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 2012, Indiana University Health committed to support ratably for a five-year period ended December 31, 2016, certain basic, clinical, and translational research programs (Strategic Research Initiative) of the School of Medicine. The total commitment aggregated $75,000. In 2017, a new five-year term of $55,000 was agreed upon effective July 1, 2017 through June 30, 2022. For the years ended December 31, 2018 and 2017, the Indiana University Health System expensed $11,000 and $5,000, respectively, under these agreements within supplies, drugs, purchased services, and other expenses in the accompanying consolidated statements of operations and changes in net assets, of which $25,652 and $32,875 was accrued related to these agreements within accounts payable and accrued expenses at December 31, 2018 and 2017, respectively. 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 top status of "comprehensive," which would recognize it as one of the top-tier cancer centers in the nation. - Neuroscience: The neurosciences research program will tackle a broad range of brain injuries, neurodegenerative disorders and neurodevelopmental disorders. - Cardiovascular: The cardiovascular research initiative will develop 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 will provide 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 benefits plan relative to the local community, the IU Health Statewide System considers its community benefit plan as part of an overall 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 2018, IU Health provided more than $771 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. 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 2018, IU Health impacted many people statewide through 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. The Indiana University Health Board of Directors also approved Community Health Improvement Grants. With these grants, nearly $750,000 will fund projects that address IU Health priorities-behavioral health/substance abuse, obesity, tobacco use, and infant mortality-as well as community-specific needs. The grants, administered by the Indiana University Health Foundation, were awarded to the following: - Family Vitality Initiative development and implementation, IU Health South Central Region, $230,000 over two years. By bringing together existing healthcare providers, social workers and researchers, this integrated program will take a holistic approach to addressing substance-related healthcare issues, especially among the most vulnerable populations of women and children. The South Central Region has seen alarming increases in the numbers of infants who test positive for opiates at birth, opioid-related encounters in each emergency department, and mothers struggling with addiction including smoking. - Hope Healthcare Services Program, IU Health West, $203,000 over two years. Hope Healthcare Services in Avon is the only entity in Hendricks County that provides primary medical and dental care to uninsured patients. It is staffed entirely by volunteer clinicians, many of them IU Health team members, and helps more than 900 patients a year out of nearly 15,000 uninsured adults in Hendricks County. This grant will fund the clinic's first-ever employee, a nurse practitioner, allowing for consistent operating hours, and behavioral health services on-site and via tele-health. With this staffed clinic, they anticipate seeing more than 4,000 patients per year. - Perinatal Coordinator to address infant mortality, IU Health East Central Region, $124,000 over two years. This grant funds a new staff member who will focus on infants and children in Delaware, Blackford and Jay counties. This includes facilitating inter-professional collaboration, educating hospital staff, increasing collaboration with supporting agencies involved with bereavement, safe sleep, tobacco-free and addiction programs, and tracking outcomes in the areas of birthweight, birth defects and mortality. - Continuum of Mental Health Care Program, IU Health West Central Region, $85,247 for one year. In terms of mental illness and access to mental health care, Indiana ranks 48th out of 51 states. In its pilot year, this project will increase capacity to provide screening, support and counseling in Clinton, Tippecanoe and White counties by partnering w |
| Schedule H, Part VI, Line 7 - State Filing of Community Benefit Report | IN |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 714 N SENATE AVE | INDIANAPOLIS | IN | 46202 | 356001673 | GOV'T ENTITY | $11,000,000 | RESEARCH/TRAINING |
| HEALTHNET INC | |||||||
| 3401 RAYMOND ST | INDIANAPOLIS | IN | 46203 | 351579827 | 501(C)(3) | $2,135,828 | GENERAL SUPPORT |
| IU HEALTH FOUNDATION INC | |||||||
| 1800 N CAPITOL AVE | INDIANAPOLIS | IN | 46202 | 356043086 | 501(C)(3) | $683,554 | SPIRITUAL VALUES FD. |
| UNITED WAY OF CENTRAL INDIANA INC | |||||||
| PO BOX 88409 | INDIANAPOLIS | IN | 46208 | 351007590 | 501(C)(3) | $50,000 | GENERAL SUPPORT |
| PLAYWORKS EDUCATION ENERGIZED | |||||||
| 380 WASHINGTON ST | OAKLAND | CA | 94607 | 943251867 | 501(C)(3) | $18,500 | COMMUNITY BENEFIT |
| GLEANERS FOOD BANK OF INDIANA INC | |||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | 351483868 | 501(C)(3) | $95,000 | COMMUNITY BENEFIT |
| CICP FOUNDATION INC | |||||||
| 111 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | 352065457 | 501(C)(3) | $35,000 | BIOCROSSROADS |
| JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC | |||||||
| 9449 PRIORITY WAY | INDIANAPOLIS | IN | 46240 | 351003695 | 501(C)(3) | $30,000 | COMMUNITY BENEFIT |
| HABITAT FOR HUMANITY OF GREATER INDPLS | |||||||
| 3135 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | 351715910 | 501(C)(3) | $116,500 | COMMUNITY BENEFIT |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FND | |||||||
| 120 E WALNUT ST | INDIANAPOLIS | IN | 46204 | 311103966 | 501(C)(3) | $35,000 | COMMUNITY BENEFIT |
| CITY OF FISHERS | |||||||
| 1 MUNICIPAL DR | FISHERS | IN | 46038 | 000000000 | GOV'T ENTITY | $33,036 | EMS SERVICES |
| SOCIAL HEALTH ASSOCIATION OF INDIANA INC | |||||||
| 615 N Alabama St | Indianapolis | IN | 46204 | 350869056 | 501(c)(3) | $50,000 | Bullying Prevention |
| GENNESARET FREE CLINIC INC | |||||||
| 615 N Alabama St | Indianapolis | IN | 46204 | 351776518 | 501(c)(3) | $30,000 | Health Access |
| GOODWILL OF CENTRAL AND SOUTHERN INDIANA | |||||||
| 1635 W Michigan St | Indianapolis | IN | 46222 | 350893506 | 501(c)(3) | $98,000 | General Support |
| INDIANA STATE DEPARTMENT OF HEALTH | |||||||
| 2 N Meridian St | Indianapolis | IN | 46204 | 000000000 | GOV'T ENTITY | $190,179 | Community Benefit |
| STATE OF INDIANA | |||||||
| 200 W Washington St | Indianapolis | IN | 46204 | 000000000 | GOV'T ENTITY | $8,000 | Community Benefit |
| INDIANA UNIVERSITY STUDENT OUTREACH CLINIC | |||||||
| 714 N Senate Ave | Indianapolis | IN | 46202 | 356001673 | GOV'T ENTITY | $30,000 | Health Access |
| CENTER FOR AT-RISK ELDERS | |||||||
| 120 E Market St 1190 | Indianapolis | IN | 46204 | 452980122 | 501(c)(3) | $101,200 | General Support |
| CONNECT2HELP | |||||||
| 3833 N Meridian St 302 | Indianapolis | IN | 46208 | 311216792 | 501(c)(3) | $125,000 | General Support |
| RAPHAEL HEALTH CENTER INC | |||||||
| 401 E 34th St | Indianapolis | IN | 46205 | 351948768 | 501(c)(3) | $50,000 | Community Benefit |
| CENTRAL INDIANA COMMUNITY FOUNDATION | |||||||
| 615 N Alabama St 119 | Indianapolis | IN | 46204 | 351793680 | 501(c)(3) | $55,900 | Community Benefit |
| BRANDYWINE CREEK FARM | |||||||
| 5332 N 400 E | Greenfield | IN | 46140 | 000000000 | 501(c)(3) | $30,000 | General Support |
| NAMI INDIANA INC | |||||||
| PO Box 22697 | Indianapolis | IN | 46222 | 351640701 | 501(c)(3) | $30,000 | Community Benefit |
| FAMILY PROMISE OF GREATER INDIANAPOLIS INC | |||||||
| PO Box 441367 | Indianapolis | IN | 46244 | 351909912 | 501(c)(3) | $25,000 | Community Benefit |
| INDIANA PUBLIC HEALTH ASSOCIATION | |||||||
| 615 N Alabama St 426 | Indianapolis | IN | 46204 | 237092694 | 501(c)(3) | $20,000 | Community Benefit |
| KENNEDY KING MEMORIAL | |||||||
| 850 Ft Wayne Ave | Indianapolis | IN | 46204 | 465752825 | 501(c)(3) | $15,000 | Community Benefit |
| BIG GREEN | |||||||
| 1637 Pearl St STE 201 | Boulder | CO | 80302 | 275083595 | 501(c)(3) | $10,000 | General Support |
| BOYS AND GIRLS CLUBS OF INDIANPOLIS INC | |||||||
| 3909 N Meridian St 100 | Indianapolis | IN | 46208 | 350888754 | 501(c)(3) | $6,000 | Community Benefit |
| INNOVATIONS FOR LEARNING | |||||||
| 649 Michigan Ave | Evanston | IL | 60202 | 363873652 | 501(c)(3) | $6,000 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SEE PART IV | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $100,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 A MANAGEMENT POSITION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENNIS M MURPHY | ||||||||||||||
| DIRECTOR/PRESIDENT & CEO | $1,466,991 | $0 | $839,573 | $0 | $30,573 | $0 | $311,270 | $0 | $23,755 | $0 | $2,672,162 | $0 | $0 | $0 |
| LARRY H STEVENS MD | ||||||||||||||
| DIRECTOR | $46,750 | $529,100 | $0 | $68,098 | $0 | $3,564 | $0 | $17,125 | $0 | $1,400 | $46,750 | $619,287 | $0 | $0 |
| RYAN C KITCHELL | ||||||||||||||
| TREASURER/EVP & CAO | $958,723 | $0 | $851,710 | $0 | $21,252 | $0 | $214,270 | $0 | $23,675 | $0 | $2,069,630 | $0 | $0 | $0 |
| MARY BETH CLAUS | ||||||||||||||
| SECRETARY/SVP & GEN. COUNSEL | $530,649 | $0 | $241,932 | $0 | $27,355 | $0 | $102,435 | $0 | $7,874 | $0 | $910,245 | $0 | $0 | $0 |
| ALFONSO W GATMAITAN | ||||||||||||||
| EVP & COO (PART YEAR) | $853,829 | $0 | $504,450 | $0 | $1,700,526 | $0 | $1,012,983 | $0 | $24,850 | $0 | $4,096,638 | $0 | $703,392 | $0 |
| MICHELLE A JANNEY RN | ||||||||||||||
| EVP & CNE | $502,367 | $0 | $371,179 | $0 | $143,482 | $0 | $121,065 | $0 | $5,899 | $0 | $1,143,992 | $0 | $99,750 | $0 |
| JONATHAN E GOTTLIEB MD | ||||||||||||||
| EVP & CME | $747,392 | $0 | $472,727 | $0 | $197,008 | $0 | $13,700 | $0 | $7,640 | $0 | $1,438,467 | $0 | $0 | $0 |
| RYAN D NAGY MD | ||||||||||||||
| PRESIDENT/CMO (AAHC) | $0 | $575,786 | $0 | $281,247 | $0 | $1,769 | $0 | $120,971 | $0 | $276 | $0 | $980,049 | $0 | $0 |
| MATTHEW R COOK | ||||||||||||||
| PRESIDENT (RILEY) | $552,048 | $0 | $133,189 | $0 | $22,316 | $0 | $115,178 | $0 | $22,905 | $0 | $845,636 | $0 | $0 | $0 |
| JONATHAN R GOBLE | ||||||||||||||
| PRESIDENT (NCR)(PART YEAR) | $202,192 | $0 | $123,785 | $0 | $1,381,631 | $0 | $244,995 | $0 | $10,967 | $0 | $1,963,570 | $0 | $489,016 | $0 |
| RONALD L STIVER | ||||||||||||||
| PRESIDENT (SCS) | $477,117 | $0 | $308,392 | $0 | $21,404 | $0 | $101,812 | $0 | $30,878 | $0 | $939,603 | $0 | $0 | $0 |
| JENNIFER M ALVEY | ||||||||||||||
| TREASURER / SVP & CFO | $582,446 | $0 | $287,162 | $0 | $2,904 | $0 | $118,123 | $0 | $28,584 | $0 | $1,019,219 | $0 | $0 | $0 |
| MARK A LANTZY | ||||||||||||||
| SVP & CIO/PRES. (HEALTH PLANS) | $516,838 | $0 | $247,506 | $0 | $24,596 | $0 | $103,702 | $0 | $26,812 | $0 | $919,454 | $0 | $0 | $0 |
| DANIEL F EVANS JR | ||||||||||||||
| PRESIDENT EMERITUS | $232,502 | $0 | $0 | $0 | $36,974 | $0 | $12,854 | $0 | $14,525 | $0 | $296,855 | $0 | $0 | $0 |
| DONALD E CLAYTON MD | ||||||||||||||
| FORMER PRESIDENT (WCR) | $180,015 | $80,759 | $39,387 | $17,670 | $85,172 | $38,210 | $8,016 | $3,596 | $11,213 | $5,031 | $323,803 | $145,266 | $0 | $0 |
| RICHARD D CHADDERTON | ||||||||||||||
| FORMER SVP, MKTG & STRATEGY | $0 | $0 | $0 | $0 | $104,170 | $0 | $0 | $0 | $8,475 | $0 | $112,645 | $0 | $104,170 | $0 |
| MICHAEL E HALEY | ||||||||||||||
| VP, BEHAVIORAL HEALTH | $529,660 | $0 | $41,543 | $0 | $123,905 | $0 | $13,700 | $0 | $29,148 | $0 | $737,956 | $0 | $0 | $0 |
| MATTHEW D BAILEY | ||||||||||||||
| PRESIDENT (SCR)(PART YEAR) | $287,416 | $0 | $158,544 | $0 | $1,047,262 | $0 | $322,129 | $0 | $7,138 | $0 | $1,822,489 | $0 | $343,365 | $0 |
| ERIC S WILLIAMS MD | ||||||||||||||
| FORMER EVP, ACAD. & MED. AFF. | $0 | $179,635 | $0 | $37,500 | $0 | $9,062 | $0 | $5,375 | $0 | $13,804 | $0 | $245,376 | $0 | $0 |
| PAUL R HAUT MD | ||||||||||||||
| VP-COO/FMR INT. PRES. (RILEY) | $0 | $333,856 | $0 | $87,157 | $0 | $2,322 | $0 | $11,918 | $0 | $0 | $0 | $435,253 | $0 | $0 |
| MICHAEL L HARLOWE | ||||||||||||||
| PRESIDENT (TIPTON) | $0 | $252,976 | $0 | $12,920 | $0 | $1,242 | $0 | $8,447 | $0 | $23,549 | $0 | $299,134 | $0 | $0 |
| DAWN M MOORE | ||||||||||||||
| VP & CHIEF PHARMACY OFFICER | $261,540 | $0 | $59,447 | $0 | $540 | $0 | $13,834 | $0 | $20,564 | $0 | $355,925 | $0 | $0 | $0 |
| ELIZABETH L PAXTON RN | ||||||||||||||
| FORMER VP & CNO (RILEY) | $11,601 | $0 | $0 | $0 | $148,197 | $0 | $3,079 | $0 | $4,023 | $0 | $166,900 | $0 | $0 | $0 |
| KEVIN R ARMSTRONG | ||||||||||||||
| EVP & CHIEF OF STAFF | $361,432 | $0 | $150,603 | $0 | $5,986 | $0 | $89,038 | $0 | $16,924 | $0 | $623,983 | $0 | $0 | $0 |
| JAMES T PARKER | ||||||||||||||
| SVP / PRES MDWISE (PART YEAR) | $8,717 | $0 | $305,962 | $0 | $969,788 | $0 | $11,768 | $0 | $0 | $0 | $1,296,235 | $0 | $343,012 | $0 |
| PARVEEN CHAND | ||||||||||||||
| COO, AHC ADULT HOSPITALS | $401,983 | $0 | $66,112 | $0 | $19,742 | $0 | $11,000 | $0 | $25,365 | $0 | $524,202 | $0 | $0 | $0 |
| JOHN F FITZGERALD MD | ||||||||||||||
| SVP, POPULATION HEALTH | $238,975 | $107,565 | $240,975 | $108,466 | $86,571 | $38,966 | $89,536 | $40,301 | $472 | $213 | $656,529 | $295,511 | $108,662 | $0 |
| ELIZABETH DUNLAP | ||||||||||||||
| SVP, CHIEF HR OFFICER | $500,462 | $0 | $242,162 | $0 | $24,596 | $0 | $11,000 | $0 | $23,402 | $0 | $801,622 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Listed Benefits | Tax gross-ups were provided to certain individuals listed on IU Health's Form 990, Part VII, Section A. The tax gross-ups were treated as taxable compensation. |
| Schedule J, Part I, Line 4a Severance | Alfonso W. Gatmaitan entered into a severance agreement with IU Health during 2018. Severance of $17,530 that was received during 2018 is included in column b(iii), other reportable compensation. Deferred severance of $999,283 included in column C, retirement and other deferred compensation. James T. Parker entered into a severance agreement with IU Health during 2017. Severance of $472,318 that was received during 2018 is included in column b(iii), other reportable compensation. Deferred severance of $10,460 is included in column C, retirement and other deferred compensation. Jonathan R. Goble entered into a severance agreement with IU Health during 2018. Severance of $308,158 that was received during 2018 is included in column b(iii), other reportable compensation. Deferred severance of $231,294 is included in column C, retirement and other deferred compensation. Matthew D. Bailey entered into a severance agreement with IU Health during 2018. Severance of $198,986 that was received during 2018 is included in column b(iii), other reportable compensation. Deferred severance of $308,429 is included in column C, retirement and other deferred compensation. Richard D. Chadderton entered into a severance agreement with IU Health during 2017. Severance of $104,170 that was received during 2018 is included in column b(iii), other reportable compensation. Deferred severance of $104,618 was disclosed in 2017 in column C, retirement and other deferred compensation. |
| Schedule J, Part I, Line 4b Supplemental Nonqualified Retirement Plan | Dennis M. Murphy, Ryan C. Kitchell, Mary Beth Claus, Alfonso W. Gatmaitan, Michelle A. Janney, R.N., Jonathan E. Gottlieb, M.D., Matthew R. Cook, Jonathan E. Goble, Ronald L. Stiver, Jennifer M. Alvey, Mark A. Lantzy, Donald E. Clayton, M.D., Michael E. Haley, Matthew D. Bailey, Kevin R. Armstrong, Ryan D. Nagy, M.D., Elizabeth Dunlap and John F. Fitzgerald, M.D. 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 Matthew D. Bailey, Alfonso W. Gatmaitan, Michael E. Haley, James T. Parker, Donald E. Clayton, M.D., Jonathan E. Gottlieb, M.D., and Jonathan R. Goble 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: - Matthew D. Bailey ($789,115) - Alfonso W. Gatmaitan ($1,654,573) - Michael E. Haley ($96,662) - James T. Parker ($445,169) - Donald E. Clayton, M.D. ($34,539) - Jonathan E. Gottlieb, M.D. ($162,836) - John F. Fitzgerald, M.D. ($116,473) - Jonathan R. Goble ($1,009,769) - Michelle A. Janney, R.N. ($109,177) |
| 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| INDIANA FINANCE AUTHORITY | ||||||||
| A | 351602316 | 45471AEB4 | 2011-04-19 | $228,195,000 | SERIES 2011A, B, C, D, AND E BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| B | 351602316 | 000000000 | 2017-10-12 | $125,270,000 | SERIES 2011H AND I BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| C | 351602316 | 45471AEN8 | 2016-05-05 | $107,790,000 | SERIES 2011L AND M BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| D | 351602316 | 45471AFX5 | 2011-12-07 | $221,617,127 | SERIES 2011N BONDS | Yes (true) | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $64,150,000 | $0 | $228,203,281 | $0 | $0 | $0 | $740,000 | $0 | $0 | $70,008,281 | $157,455,000 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $5,810,000 | $0 | $125,270,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $125,270,000 | $0 | 2017 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $107,790,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $107,790,000 | $0 | 2016 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $103,770,000 | $60,500,000 | $221,624,068 | $0 | $0 | $0 | $2,148,553 | $0 | $0 | $24,728,315 | $194,747,200 | $0 | 2013 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, 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. 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: $221,624,068 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 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 IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| INDIANA FINANCE AUTHORITY | ||||||||
| A | 351602316 | 45471ANR9 | 2014-10-14 | $80,777,895 | SERIES 2014A BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| B | 351602316 | 45471ANY4 | 2015-05-07 | $314,416,912 | SERIES 2015A BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| C | 351602316 | 000000000 | 2015-05-07 | $193,675,000 | SERIES 2015B AND C BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| D | 351602316 | 45471APJ5 | 2016-02-18 | $290,611,029 | SERIES 2016A, B, AND C BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $17,760,000 | $0 | $82,344,679 | $0 | $0 | $0 | $793,499 | $0 | $0 | $0 | $81,551,179 | $0 | 2014 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $0 | $314,633,314 | $0 | $0 | $0 | $2,122,523 | $0 | $0 | $0 | $312,510,791 | $0 | 2015 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $50,000,000 | $0 | $193,946,909 | $0 | $0 | $0 | $171,759 | $0 | $0 | $0 | $193,775,150 | $0 | 2015 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $16,770,000 | $0 | $290,611,029 | $0 | $0 | $0 | $1,641,061 | $0 | $0 | $0 | $288,969,968 | $0 | 2016 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| NANCY GATMAITAN | |||
| SPOUSE OF IUH, INC. FORMER KEY EMPLOYEE, ALFONSO GATMAITAN | $14,917 | COMPENSATION FOR SERVICES | false |
| JILAINE STEVENS | |||
| SPOUSE OF IUH, INC. DIRECTOR, LARRY STEVENS | $45,760 | COMPENSATION FOR SERVICES | false |
| VALERIE OMICIOLI | |||
| SPOUSE OF IUH, INC. KEY EMPLOYEE JONATHAN GOTTLIEB | $115,000 | COMPENSATION FOR SERVICES | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, Alfonso Gatmaitan, Michelle Janney, Mary Beth Claus, Ronald Stiver Related for-profit organization: IU Health Risk Retention Group, Inc. Type of relationship: Business Director or Officer: Jennifer Alvey, John Fitzgerald, M.D., Michelle Janney, Ronald Stiver Related for-profit organization: CHV Capital, Inc. and Subsidiaries Type of relationship: Business Director or Officer: Jennifer Alvey, Jonathan Gottlieb, M.D. Alfonso Gatmaitan Related for-profit organization: IU Health Plans, Inc. Type of relationship: Business Director or Officer: John Fitzgerald, M.D., Ryan Kitchell, Mark Lantzy, Alfonso Gatmaitan Related for-profit organization: IU Health ACO, Inc. Type of relationship: Business Director or Officer: Jennifer Alvey, John Fitzgerald, M.D., Ronald Stiver, 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 |
| 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 individuals and 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 Committee on Personnel and Compensation ("Compensation Committee"), the purpose of which includes reviewing and making recommendations regarding executive compensation and benefits on an annual basis. The Compensation Committee 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 Compensation Committee reviews an executive's entire compensation package including base salary, short term and long term incentives, basic health and welfare benefits, qualified and nonqualified 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 Compensation Committee engages an independent compensation consulting firm on annual basis to conduct a compensation and benefits analysis for its executive group, which consists of employees at the level of senior vice president and above. The current compensation advisor is Sullivan Cotter & Associates, Inc. Sullivan Cotter & Associates, Inc. performs its analysis in the form of a compensation and benefits survey ("survey") that includes relevant comparability data for compensation and benefit 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. Sullivan Cotter & Associates, Inc. then prepares a survey report and provides recommendations to the Compensation Committee, if deemed appropriate, on changes in executive compensation and benefits. A separate analysis using the same methodology is done for the President and Chief Executive Officer. (3) The Compensation Committee then reviews Sullivan Cotter & Associates, Inc.'s report and recommendations and, if appropriate, votes on whether to recommend any changes in executive compensation and benefits to the Board. The Compensation Committee will only recommend changes to the Board if they are consistent with its philosophy on compensation matters and are deemed reasonable based upon the independent analysis provided by Sullivan Cotter & Associates, Inc. The Compensation Committee'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 Sullivan Cotter & Associates, Inc. as well as the recommendations of the Compensation Committee as to any changes in executive compensation and benefits. As deemed appropriate, the Committee on Finance may also provide its review of the Compensation Committee's recommendations on any changes in executive compensation and benefits. This review and discussion are documented in the minutes. (5) The Board then votes on whether to accept the Compensation Committee's recommendations on any changes in executive compensation and benefits. Changes in executive compensation and benefits are only made if approved by the Compensation Committee and Board on an annual basis. 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 and benefits 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 and benefits 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 Compensation Committee 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 and the compensation survey. The discussion and vote of the Compensation Committee 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 Compensation Committee and Audit Committee also review Form 990 disclosures related to executive compensation and benefits 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 2018, IU HEALTH RECORDED THE FOLLOWING OTHER CHANGES IN NET ASSETS OR FUND BALANCES: EQUITY TRANSFER (SETTLEMENT OF DEBT/RESERVE): -298,368,628 EQUITY TRANSFERS (ADDITIONAL PAID-IN-CAPITAL): -5,359,611 INCOME/(LOSS) - RELATED 501(C)(3) ORGANIZATIONS: 4,548,186 MARK-TO-MARKET ON INTEREST RATE SWAPS: 1,315,340 CHANGE IN PENSION OBLIGATION: -111,087,386 IU HEALTH FOUNDATION - RESTRICTED INVESTMENTS: -3,032,417 OTHER: 24,737 TOTAL OTHER CHANGES IN NET ASSETS: -411,959,779 |
| 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:28786763 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACT SERVICES TOTAL FEES:43244078 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:COLLECTION FEES TOTAL FEES:12169447 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:15004564 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:FEES - PHYSICIAN ADMIN TOTAL FEES:7733192 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:FEES - REFERENCE LAB TOTAL FEES:17312503 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER FEES TOTAL FEES:58171958 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| 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 | $6,597,421 | $2 | IUH |
| IUH POPULATION HEALTH MANAGEMENT LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 463913461 | HEALTHCARE | IN | $30,071,120 | $22,926,084 | IUH |
| ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351348013 | HEALTHCARE | IN | $2,573,274 | $2,038,202 | IUH |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Clarian Transplant Institute Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 134350599 | Healthcare | IN | 501(c)(3) | 10 | IUH | Yes (true) |
| Indiana Health Info Exchange Inc | ||||||||||
| 846 N Senate Ave | Indianapolis | IN | 46202 | 364550324 | Healthcare | IN | 501(c)(3) | 12 I | NA | false |
| IU Health Arnett Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 263162145 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Ball Memorial Hospital Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 350867958 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Ball Memorial Physicians Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351925641 | Healthcare | IN | 501(c)(3) | 10 | IUHBMH | Yes (true) |
| IU Health Bedford Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 237042323 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Blackford Hospital Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 010646166 | Healthcare | IN | 501(c)(3) | 3 | IUHBMH | Yes (true) |
| IU Health Bloomington Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351720796 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health BMH Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 311111784 | Fundraising | IN | 501(c)(3) | 12 I | IUHBMH | Yes (true) |
| IU Health Care Associates Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351747218 | Healthcare | IN | 501(c)(3) | 10 | IUH | Yes (true) |
| IU Health Frankfort Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 815174295 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Jay Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351809127 | FUNDRAISING | IN | 501(c)(3) | 12 I | IUH | Yes (true) |
| IU Health Jay Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 822736786 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Morgan Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 273533027 | Healthcare | IN | 501(c)(3) | 10 | IUH | Yes (true) |
| IU Health North Hospital Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351932442 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Paoli Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 352090919 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Plans NFP Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 463803873 | Insurance | IN | 501(c)(4) | N/A | IUH | Yes (true) |
| IU Health Tipton Hospital Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 262772226 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health West Hospital Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351814660 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health White Memorial Hospital Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 273532963 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Medical Group Foundation Inc | ||||||||||
| 340 W 10th St No FS5100 | Indianapolis | IN | 46202 | 201093251 | Fundraising | IN | 501(c)(3) | 12 II | NA | false |
| IUHLP Liquidation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351125434 | Healthcare | IN | 501(c)(3) | 10 | IUH | Yes (true) |
| IUHLP-P Liquidation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 311070868 | Healthcare | IN | 501(c)(3) | 10 | IUHLP | Yes (true) |
| LaPorte Hospital Foundation Inc | ||||||||||
| PO Box 250 | LaPorte | IN | 46352 | 310952775 | Fundraising | IN | 501(c)(3) | 12 I | NA | false |
| MDwise Marketplace Inc | ||||||||||
| 1200 Madison Ave | Indianapolis | IN | 46225 | 465270582 | Insurance | IN | 501(c)(4) | N/A | IUH | Yes (true) |
| MDwise Network Inc | ||||||||||
| 1200 Madison Ave | Indianapolis | IN | 46225 | 472619552 | Insurance | IN | 501(c)(4) | N/A | IUH | Yes (true) |
| IU Health Foundation Inc | ||||||||||
| 1800 N Capitol Ave | Indianapolis | IN | 46202 | 356043086 | Fundraising | IN | 501(c)(3) | 12 I | IUH | Yes (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 | Yes (true) |
| Rehabilitation Hospital of Indiana Inc | ||||||||||
| 4141 Shore Dr | Indianapolis | IN | 46254 | 351786005 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| RHI Foundation Inc | ||||||||||
| 4141 Shore Dr | Indianapolis | IN | 46254 | 351932349 | Fundraising | IN | 501(c)(3) | 12 I | RHI | Yes (true) |
| The Cheer Guild of Riley Hos for Child | ||||||||||
| 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 | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $1,942,007 | $6,632,872 | false | $0 | false | 0.51000 |
| BSC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 452314634 | Healthcare | IN | IUH | RELATED | $33,350,226 | $93,055,478 | false | $0 | Yes (true) | 0.51000 |
| CHV Fund I LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262523206 | Venture Capital | IN | IUH | EXCLUDED | $2,032,901 | $17,559,800 | 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 | -$1,655 | $3,491,614 | 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 | $2,264,496 | $1,881,894 | false | $1,849,541 | false | 0.99000 |
| IEC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454148032 | Healthcare | IN | IUH | RELATED | $3,838,305 | $3,448,639 | false | $0 | Yes (true) | 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 | $2,454,265 | $4,183,748 | false | $0 | Yes (true) | 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 | $3,284,422 | $6,172,585 | false | $0 | false | 0.51000 |
| Indiana University Health Fort Wayne LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 831224627 | HEALTHCARE | IN | NA | -$3,421,235 | $32,286,562 | false | $0 | Yes (true) | 0.67300 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BMH Medical Pavilion Association Inc | |||||||||||||||||
| 2525 W University Ave | Muncie | IN | 47303 | 351858408 | Condo Mgmt | IN | NA | C | Yes (true) | ||||||||
| Cardinal Health Ventures Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351611424 | Management | IN | NA | C | Yes (true) | ||||||||
| CHV Capital Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 260752507 | VENTURE CAPITAL | IN | IUH | C | Yes (true) | -$85,875 | $1,308,207 | 1.00000 | |||||
| IU Health 457(B) Plan | |||||||||||||||||
| 1100 N Market St | Wilmington | DE | 19890 | 476948347 | Investments | IN | IUH | T | Yes (true) | $1,356,243 | $30,475,250 | 1.00000 | |||||
| IU Health ACO Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454421020 | Healthcare | IN | IUH | C | Yes (true) | -$351,301 | $4,538,494 | 1.00000 | |||||
| IU Health Board Designated Trust | |||||||||||||||||
| 400 Howard St | San Francisco | CA | 94105 | 306309021 | Investments | IN | IUH | T | Yes (true) | 1.00000 | |||||||
| IU Health NTGI S&P500 Fund CF | |||||||||||||||||
| PO Box 804358 | Chicago | IL | 60680 | 306298263 | Investments | IN | IUH | T | Yes (true) | $13,875,792 | $720,921,902 | 1.00000 | |||||
| IU Health Plans Holding Company Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 463794815 | Insurance | IN | IUH | C | Yes (true) | $0 | -$8,770 | 1.00000 | |||||
| IU Health Plans Insurance Company | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 811097215 | Insurance | IN | NA | C | Yes (true) | ||||||||
| IU Health Plans Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262127080 | HMO | IN | NA | C | Yes (true) | ||||||||
| IU Health Risk Purchasing Group Inc | |||||||||||||||||
| 151 Meeting St Ste 301 | Charleston | SC | 29401 | 260202446 | Insurance | IN | IUH | C | Yes (true) | $0 | $10,079 | 1.00000 | |||||
| IU Health Risk Retention Group Inc | |||||||||||||||||
| 151 Meeting St Ste 301 | Charleston | SC | 29401 | 201107674 | Insurance | SC | IUH | C | Yes (true) | $145,483 | $57,485,101 | 0.98000 | |||||
| IU Health Southern IN Physicians Inc | |||||||||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351913875 | Healthcare | IN | IUHB | C | Yes (true) | -$85,474,219 | $34,457,646 | 0.07692 | |||||
| IUH Assurance SPC Ltd | |||||||||||||||||
| 980395429 | Insurance | IUH | C | Yes (true) | $16,232,809 | $111,161,669 | 1.00000 | PO BOX 69 SOLARIS AVE | CAMANA BAY | GRAND CAYMAN | CJ | CJ | |||||
| Proteuo Fund LP | |||||||||||||||||
| 981075227 | Investments | IUH | C | Yes (true) | $8,301,594 | $298,563,815 | 1.00000 | PO Box 31106 89 Nexus Way | CAMANA BAY | GRAND CAYMAN | CJ | CJ | |||||
| SCANS Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | INDIANAPOLIS | IN | 46204 | 453080392 | Healthcare | IN | NA | C | Yes (true) | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (88 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IU HEALTH ARNETT INC | ||
| A | $11,616,983 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| A | $2,432,882 | FMV |
| BALL OUTPATIENT SURGERY CENTER LLC | ||
| A | $83,887 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| A | $1,159,385 | FMV |
| IU HEALTH FOUNDATION INC | ||
| A | $82,555 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| A | $13,233,223 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| A | $742,787 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| A | $5,539,546 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||
| A | $1,060,020 | FMV |
| IU HEALTH FOUNDATION INC | ||
| B | $683,554 | FMV |
| HEALTHNET INC | ||
| B | $2,135,828 | FMV |
| IU HEALTH FOUNDATION INC | ||
| C | $493,550 | FMV |
| IU HEALTH ARNETT INC | ||
| J | $331,451 | FMV |
| BELTWAY SURGERY CENTERS LLC | ||
| J | $676,347 | FMV |
| IU HEALTH PLANS INC | ||
| J | $126,437 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| J | $5,905,737 | FMV |
| IU HEALTH PLANS NFP INC | ||
| J | $212,121 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| J | $1,834,714 | FMV |
| ROC SURGERY LLC | ||
| J | $598,392 | FMV |
| IU HEALTH SOUTHERN INDIANA PHYSICIANS INC | ||
| J | $486,881 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| J | $171,295 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| J | $410,039 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| K | $1,300,185 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| K | $321,873 | FMV |
| IU HEALTH ARNETT INC | ||
| L | $71,225,865 | FMV |
| IU HEALTH BEDFORD INC | ||
| L | $12,292,323 | FMV |
| IU HEALTH BLACKFORD INC | ||
| L | $3,338,772 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| L | $5,916,380 | FMV |
| IU HEALTH BALL MEMORIAL PHYSICIANS INC | ||
| L | $9,253,923 | FMV |
| BALL OUTPATIENT SURGERY CENTER LLC | ||
| L | $1,021,021 | FMV |
| BELTWAY SURGERY CENTER LLC | ||
| L | $5,253,280 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| L | $59,798,830 | FMV |
| EAGLE HIGHLANDS SURGERY CENTER LLC | ||
| L | $1,490,043 | FMV |
| IU HEALTH EAST WASH SURG CTR LLC | ||
| L | $453,889 | FMV |
| IU HEALTH FRANKFORT HOSPITAL INC | ||
| L | $3,804,553 | FMV |
| INDIANA UNIVERSITY HEALTH PLANS INC | ||
| L | $927,401 | FMV |
| HEALTH VENTURE MANAGEMENT LLC | ||
| L | $81,623 | FMV |
| INDIANA ENDOSCOPY CENTERS LLC | ||
| L | $778,065 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| L | $130,741,137 | FMV |
| METHODIST OCCUPATIONAL HEALTH CENTERS INC | ||
| L | $268,938 | FMV |
| IU HEALTH PLANS NFP INC | ||
| L | $3,534,502 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| L | $30,695,731 | FMV |
| IU HEALTH PAOLI INC | ||
| L | $4,748,488 | FMV |
| ROC SURGERY LLC | ||
| L | $1,232,322 | FMV |
| IU HEALTH RISK RETENTION GROUP INC | ||
| L | $2,127,544 | FMV |
| IU HEALTH SOUTHERN INDIANA PHYSICIANS INC | ||
| L | $20,907,288 | FMV |
| IU HEALTH SAXONY SURGERY CENTER LLC | ||
| L | $897,192 | FMV |
| SENATE STREET SURGERY CENTER LLC | ||
| L | $1,148,327 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| L | $6,082,023 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| L | $30,626,232 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||
| L | $5,468,038 | FMV |
| IU HEALTH ARNETT INC | ||
| M | $107,146 | FMV |
| HEALTH VENTURE MANAGEMENT LLC | ||
| M | $4,915,832 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| M | $136,734,642 | FMV |
| METHODIST OCCUPATIONAL HEALTH CENTERS INC | ||
| M | $1,881,303 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| M | $882,200 | FMV |
| IU HEALTH SOUTHERN INDIANA PHYSICIANS INC | ||
| M | $829,097 | FMV |
| IU HEALTH ARNETT INC | ||
| O | $685,973 | FMV |
| IU HEALTH BEDFORD INC | ||
| O | $248,939 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| O | $1,063,995 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| O | $1,622,747 | FMV |
| IUH ASSURANCE SPC LTD | ||
| O | $550,000 | FMV |
| IU HEALTH PAOLI INC | ||
| O | $70,342 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| O | $110,746 | FMV |
| IU HEALTH WEST HOSPITAL | ||
| O | $380,432 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| O | $6,241,941 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| O | $2,380,901 | FMV |
| HEALTH VENTURE MANAGEMENT LLC | ||
| R | $6,431,482 | FMV |
| IUH ASSURANCE SPC LTD | ||
| R | $6,979,771 | FMV |
| IU HEALTH RISK RETENTION GROUP INC | ||
| R | $10,022,157 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| S | $252,864,840 | FMV |
| BOSC HOLDINGS LLC | ||
| S | $1,982,676 | FMV |
| BSC HOLDINGS LLC | ||
| S | $32,620,464 | FMV |
| IEC HOLDINGS LLC | ||
| S | $3,491,192 | FMV |
| ROCS HOLDINGS LLC | ||
| S | $2,322,540 | FMV |
| SSSC HOLDINGS LLC | ||
| S | $2,802,450 | FMV |
| IU Health Frankfort Inc | ||
| J | $810,000 | FMV |
| IU HEALTH JAY INC | ||
| J | $1,603,817 | FMV |
| BLOOMINGTON ENDOSCOPY CENTER LLC | ||
| J | $182,285 | FMV |
| BALL OUTPATIENT SURGERY CENTER LLC | ||
| O | $68,824 | FMV |
| EAST CENTRAL RADIOLOGY LLC | ||
| O | $40,726 | FMV |
| IU HEALTH JAY INC | ||
| O | $1,470,441 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| M | $91,022 | FMV |
| IU HEALTH BALL MEMORIAL PHYSICIANS | ||
| M | $85,460 | FMV |
| IU HEALTH FORT WAYNE LLC | ||
| B | $35,707,770 | FMV |
| REHABILITATION HOSPITAL OF INDIANA INC | ||
| B | $1,547,574 | FMV |
| IU HEALTH PLANS NFP INC | ||
| R | $7,000,000 | FMV |
| IU HEALTH MORGAN INC | ||
| C | $240,000 | FMV |