2025-11-12T13:15:19+00:00 2024-12-31 350921680 CROWE LLP 4801 Olympia Park Plaza Suite 4000 Louisville KY 402412098 990 2024-01-01 351786005 Rehabilitation Hospital of Indiana Inc REHA 3173292000 4141 Shore Drive Indianapolis IN 462542607 MARJORIE BASEY CFO 3173292195 2025-11-12 true RACHEL SPURLOCK P00520729 5023263996 2025-11-12 2024 2025-03-06 01:10:19Z MONTE M SPENCE 4141 Shore Drive Indianapolis IN 462542607 47116155 false X WWW.RHIREHAB.COM X 1989 IN The primary focus of the Rehabilitation Hospital of Indiana is to deliver acute inpatient and outpatient rehabilitation services to the residents of Central Indiana regardless of their ability to pay. 6 6 475 8 0 356811 191252 46134936 46416501 3136 6726 301492 501676 46796375 47116155 8545 7996 0 30473828 31475850 0 0 15053598 15059663 45535971 46543509 1260404 572646 33788941 32066271 15825691 14073136 17963250 17993135 Rehabilitation Hospital of Indiana (RHI) is an acute care rehabilitation hospital for inpatient and outpatient rehabilitation. RHI specializes in brain injury, spinal cord injury, stroke, and comprehensive medical rehabilitation for injuries or illnesses resulting in loss of function. (CONTINUED ON SCHEDULE O) false false 16212411 17953013 REHABILITATION NURSING: REHABILITATION NURSES WORK TO REINFORCE HEALING TECHNIQUES BY ENCOURAGING PATIENTS TO PRACTICE WHAT THEY LEARN IN THERAPY. THE NURSES AT REHABILITATION HOSPITAL, INC. HAVE A STRONG BACKGROUND IN MEDICAL-SURGICAL NURSING AND MANY HAVE HAD EXTENSIVE EXPERIENCE IN THE CRITICAL CARE AND ACUTE REHAB SETTING. 9099497 18929807 THERAPY SERVICES: THERAPY IS A KEY COMPONENT OF A PATIENT'S RECOVERY AND INCLUDES PHYSICAL, OCCUPATIONAL, SPEECH, AND RECREATIONAL THERAPY. THE THERAPY PROGRAM'S PURPOSE IS TO DEVELOP A COMPREHENSIVE PLAN TO HELP PATIENTS BECOME INDEPENDENTLY CAPABLE IN THEIR EVERYDAY LIVES TO THE EXTENT POSSIBLE BASED ON THEIR INDIVIDUAL CIRCUMSTANCES. ADDITIONALLY, THE OVERALL GOAL IS TO HELP BUILD STRENGTH AND ENDURANCE BY USING VARIOUS TECHNIQUES AND SPECIALIZED EQUIPMENT. 8827157 7996 9805287 OTHER PROGRAMS INCLUDE: RESEARCH GRANTS, ANCILLARY SERVICES WHICH CONSISTS OF ,LAB, EKG, RADIOLOGY, PHARMACY, CENTRAL SUPPLIES, NEUROPSYCHOLOGY, NUTRITION, RESPIRATORY THERAPY, MEDICAL SERVICES (CLINICS), AND DIETARY SERVICES. OUR INTERNS & MEDICAL RESIDENTS PROGRAM REPRESENTS AN EDUCATIONAL PROGRAM TO TRAIN MEDICAL RESIDENTS IN THE ACUTE REHAB SETTING. THE SERVICES PROVIDED WITH CARE COLLABRATION HELPS THE PATIENT AND FAMILY THROUGH THERAPY, COUNSELING, AND EDUCATION. 34139065 true true false true false false false false false false true false false false true true false true false false false false false false false false true true false false true false false false false false false false false false false false false false false false true true false false false true 61 0 true 475 true false false false false false false false false false false false false X 6 6 false false false false true true true true true false false false true true true true true true true true false false IN X Marjorie Basey 3173292195 4141 SHORE DRIVE Indianapolis IN 462542607 HAROLD BERFIEND BOARD CHAIR 1.0 0 X X 0 0 0 Bethany morrow board member (from 4/1/2024) 1.0 0 X 0 0 0 DAWN ROPP BOARD MEMBER 1.0 0 X 0 0 0 DOUG BROWN Board Member 1.0 1.0 X 0 0 0 RYAN NAGY BOARD MEMBER 1.0 0 X 0 0 0 SCOTT WEAVER BOARD MEMBER 1.0 0 X 0 0 0 DANIEL B WOLOSZYN CEO (until August 2024) 40.0 1.0 X 560671 0 38647 MARJORIE R BASEY CFO 40.0 0 X 241017 0 25347 MONTE M SPENCE COO/Interim Chief Executive Officer 40.0 1.0 X 281934 0 70701 CHRISTINA BAUMGARTNER EXECUTIVE DIRECTOR OF THERAPY 40.0 0 X 213138 0 44880 GARY SKINNER DIRECTOR OF IT 40.0 0 X 210720 0 28409 JEAN BARSKE Chief Strategy & Business Development Officer (until June 2024) 40.0 0 X 104831 0 37164 JOSHUA M HALON CHIEF CLINICAL OFFICER 40.0 0 X 230981 0 47740 MARY C ESCALANTE EXECUTIVE PHARMACY DIRECTOR 40.0 0 X 212216 0 43227 PETER A BISBECOS Chief Legal Officer 40.0 0 X 201364 0 17589 Alice Ngorima Shawarira Clinical Charge Nurse 40.0 0 X 199723 0 31433 Brian obert Inpatient Pharmacy Director 40.0 0 X 164491 0 47066 Hong yang Clinical Charge Nurse 40.0 0 X 196974 0 3978 nicole scott House Coordinator, Weekends 40.0 0 X 173539 0 46700 PAULETTE TANIS Clinical Charge Nurse 40.0 0 X 208183 0 70703 3199782 0 553584 74 false true false Cardinal Health 2840 Elm Point Industrial Dr ST CHARLES MO 63301 MEDICAL SUPPLIES & PHARMACEUTICAL SERVICES 4505003 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 152516170 DIETARY SERVICES 2957315 CERNER CORPORATION 8779 HILLCREST ROAD KANSAS CITY MO 64138 HEALTHCARE INFORMATION TECHNOLOGY 1832853 FAVORITE HEALTHCARE STAFFING INC 9800 Metcalf Ave Floor 4 Overland Park KS 66212 Nursing Staffing Agency 996180 RL TURNER CORPORATION 1000 W Oak St Zionsville IN 46077 Construction Services 760389 38 95471 95227 554 191252 NET PATIENT SERVICE REVENUE 622310 44662060 44662060 PHARMACY REVENUE 446110 1500351 1500351 MANAGEMENT FEE 900099 53701 53701 contracted services 900099 200389 200389 0 0 0 0 46416501 3976 3976 2500 2500 0 2500 2500 2750 0 2750 2750 2750 0 REBATE REVENUE 900099 266866 266866 CAFETERIA REVENUE 722514 227570 227570 MISCELLANEOUS INCOME 900099 4740 4740 0 0 0 0 499176 47116155 46688107 0 236796 X 7996 7996 2610573 2114577 495996 21629889 17520321 4109568 571270 414550 156720 4797668 3481492 1316176 1866450 1511834 354616 27673 18066 9607 139483 91058 48425 1520 1520 7177233 4685473 2491760 0 36826 18413 18413 52040 23625 28415 1030953 23903 1007050 76943 76943 49152 49152 77197 222 76975 1865771 1865771 Medical Supplies/Equipment 4101440 4101440 Licences and Fees 330111 330111 Dues and Subscriptions 93321 93321 0 0 0 0 46543509 34139065 12404444 0 3239 3239 2799198 3726401 5985828 6388269 0 0 0 0 516751 390784 913734 749573 57197776 36411653 22469501 20786123 0 0 1100690 21882 33788941 32066271 6940538 6104970 0 0 8885153 7968166 15825691 14073136 X 17963250 17993135 17963250 17993135 33788941 32066271 X 572646 -542761 X false true true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 1520 1520 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY RHI IS A MEMBER OF THE AMERICAN MEDICAL REHABILITATION PROVIDERS ASSOCIATION (AMRPA). THROUGH THE MEMBERSHIP, LOBBYING ACTIVITIES ARE INCLUDED. 2506638 2506638 33654947 18223430 15431517 1081920 497504 584416 19807181 17690719 2116462 147090 147090 20786123 Federal Income Taxes Estimated Third-party settlements 933405 Lease Liability 21883 Related party note payable 6980000 Due to Foundation 32878 7968166 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Hospital is a not-for-profit corporation pursuant to Section 501(c)(3) of the Internal Revenue Code and is exempt from income taxes on related income pursuant to Section 501(a). Accordingly, no provision for income taxes is required for the Hospital in the consolidated financial statements. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The Hospital is no longer subject to examination by U.S. federal taxing authorities for years before 2020 and for all state income taxes through 2021. The Hospital does not expect the total amount of unrecognized tax positions to significantly change in the next 12 months. The Hospital would recognize interest and/or penalties related to income tax matters in income tax expense. The Hospital has no amounts accrued for interest or penalties as of December 31, 2024 and 2023. true true X true X true X 119342 0 119342 0.00256 8190736 4833124 3357612 0.07214 0 0 0 0.0 0 0 8310078 4833124 3476954 0.07470 6 396 2545 0 2545 0.00005 1 13 260205 77500 182705 0.00393 0 0 0 0.0 0 0 0 0.0 4 11449 9775 0 9775 0.00021 11 11858 272525 77500 195025 0.00419 11 11858 8582603 4910624 3671979 0.07889 0 0 0 0.0 0 0 0 0.0 0 0 0 0.0 0 0 0 0.0 0 0 0 0.0 0 0 0 0.0 0 0 0 0.0 0 0 0 0.0 0 0 0 0.0 0 0 0 0 0 0.0 true 0 0 10392257 12022321 -1630064 X true true 1 1 REHABILITATION HOSPITAL OF INDIANA 4141 Shore Drive Indianapolis IN 46254 www.rhirehab.com 22-005971-1 X X Acute Rehabilitation REHABILITATION HOSPITAL OF INDIANA 1 false false true X X X X X X X X X 24 true true false true X https://www.rhirehab.com/media/2522/rhi-2024-chna.pdf X true 22 true https://www.rhirehab.com/media/2167/2022_2024-implementation-strategy-rhi-draft-mb-dk-edits-59.pdf false true X 200.0 400.0 X X true true X X X true X https://www.rhirehab.com/media/1911/financial-assistance-policy.pdf X https://www.rhirehab.com/media/1457/financial-assistance-application-english.pdf X https://www.rhirehab.com/media/1956/financial-assistance-summary-pls-2020-final-version.pdf X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E Based on the 2024 CHNA, the following community health needs have been identified (in alphabetical order) as significant in the community served by RHI: * Access to Health and Preventive Services * Mental Health Status * Nutrition, Physical Activity, and Chronic Conditions * Smoking * Social Determinants of Health * Substance Use Disorder * Violence and Injuries Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - REHABILITATION HOSPITAL OF INDIANA, INC.. 2024 CHNA. Community input was gathered through online meetings with internal hospital staff and leadership, and external community partner and stakeholder interviews. Three internal hospital meetings were conducted, two with front-line staff and another with leadership and administration. Thirty-three individuals participated in the three hospital meetings, with participants representing nursing, nutrition, patient navigation, pharmacy, physical therapy, physicians, respiratory, speech therapy, and executive leadership. External community partner and stakeholder interviews were conducted with the following organizations: - Indianapolis Public School District 109 - Direct Care Alliance, IU Health - IU Physical Medicine and Rehabilitation - Indiana Department of Health - Indiana Supreme Court - Indiana Disability Rights - Indiana Coalition Against Domestic Violence - Ascension Program All-Inclusive Care for the Elderly Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - REHABILITATION HOSPITAL OF INDIANA, INC.. The 2024 CHNA was conducted as a collaborative effort involving RHI, IU Health, Community Health Network, and Ascension St. Vincent. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - REHABILITATION HOSPITAL OF INDIANA. The 2021 CHNA identified the following needs as significant in the community served by RHI (IN ALPHABETICAL ORDER). THE TWO NEEDS THAT RHI FELT THE MOST CAPABLE OF IMPACTING DURING 2022-2024 ARE 1) OBESITY AND DIABETES AND 2) SOCIAL DETERMINATES OF HEALTH. COVID-19 Pandemic Mental Health Status Obesity and Diabetes Smoking Social Determinants of Health Substance Use Disorder Violence and Injuries NEEDS ADDRESSED TOWARDS OBESTITY AND DIABETES IN 2024 -In order to educate students in the community on the importance of healthy lifestyle choices, RHI sponsered a health and wellness program at Jonathan Jennings Elementary School. The program was geared towards 4th-6th graders. The focus was on prevention of type 2 diabetes and obesity. There were 140 students in attendance. Students were educated on the need for 60 minutes of moderate to high intensity exercise per day and the importance of good nutrition to maintain good health. Students tasted samples of healthy snacks that they could make themselves and received a goodie bag with the recipes and educational materials. -RHI team members partnered with IU Health at Shortridge High School to provide free sports physical screens for local IPS students. Volunteer roles included greeting, screening for vision and measuring the height, weight and blood pressure of student athletes. Because of these collaborative efforts, we have helped 162 Marion County high school students complete the required physicals that will allow them to stay active and participate in sports activities. Helping students to participate in sports they enjoy is one way in which RHI is encouraging individuals to be and stay physically active. NEEDS ADDRESSED TOWARDS SOCIAL DETERMINANTS OF HEALTH IN 2024 -In 2024, RHI provided 150 sacks of ready to eat and easy to prepare food to students at Jonathan Jennings Elementary School. These sacks provided critical nutrition for food insecure children during extended breaks from school over the extended Spring, Fall, and Holiday breaks. -RHI employees have demonstrated commitment to education while participating in the Fall and Winter Volunteer Reading Program sessions at Jonathan Jennings Elementary School 109. The volunteers spent an hour each Thursday afternoon assisting teachers and students with reading, journaling, and other lesson planning activities. -RHI sponsored the 4th annual Book Gifting Program for the students at Jonathan Jennings Elementary School 109. This program partners with First Book to put brand-new, age appropriate books in the hands of kids who need them most, providing each of the 272 students and 13 teachers at the school with high quality reading resources. Additional funding was provided to support the stocking of the school's book vending machine, thus allowing selected students to be rewarded with a new book throughout the school year. -RHI team members partnered with Junior Achievement of Central Indiana, a coalition of a educators, organizations and representatives of over 120 companies to support the 2024 JA JobSparks 2-day event at the Indiana State Fairgrounds. We had the opportunity to collaborate with several other local hospitals to support the Health and Life Sciences cluster. This multi-day career expo impacted over 11,000 Indianapolis eight graders by providing hands on learning experiences meant to "spark" an interest in students and provide them with a greater understanding of the coursework and skills required to be successful in a wide range of careers. -RHI volunteers collaborated with Servants at Work (SAW) to improve in-home safety, accessibility, and mobility by sponsoring and building a wheelchair ramp for an Indianapolis resident. NEEDS NOT ADDRESSED: RHI is unable to address all of the significant health needs identified in the local community. This is not meant to minimize the importance of any health need or the integrity of the community health needs assessment (CHNA) process. RHI is a mission and values driven hospital; therefore, addressing significant community health needs that align with the hospital's mission will have the greatest opportunity to activate and leverage hospital resources as well as maximize current strategic collaborations with community-based partners. RHI is unable to address the following community health needs identified in the 2021 Community Health Needs Assessment. Covid-19 Pandemic : RHI has constraints in the necessary resources to effectively address this need. Other community hospitals and organizations including IU Health and Ascension St. Vincent are currently addressing this need with COVID testing and vaccination clinics. Mental Health Status: RHI has constraints in the necessary resources to effectively address this need. Smoking: RHI is unable to address the high smoking rates in Marion County and Indiana as a whole. Other community organizations are currently addressing this need. Additionally, there are resource constraints and a lack of expertise to effectively address the need. Substance Use Disorders: RHI is unable to address this need. Other community organizations are currently addressing this need. Additionally, there are resource constraints and a lack of expertise to effectively address the need. Violence and Injuries: RHI does not have the expertise and resources to impact violence and crime rates in Marion County. Additionally, this need is being addressed by others including Indiana Coalition Against Domestic Violence. 0 Schedule H, Part I Line 7 Table Cost-to-charge ratios were used for charity care costs, patient care costs, unreimbursed Medicaid and other means tested government programs. RHI used the worksheets provided in the IRS instructions. All other costs are direct costs (community benefit operations, health professions education, cash contributions). Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount For financial statement purposes, the organization has adopted Accounting Standards Update No. 2014-09 (Topic 606). Implicit price concessions includes bad debts. Therefore, bad debts are included in net patient revenue in accordance with Healthcare Financial Management Association Statement No. 15 and bad debt expense is not separately reported as an expense. Schedule H, Part III, Line 3 Bad Debt Expense Methodology The organization does not report any portion of bad debt as community benefit. The organization has not quantified the amount of bad debt attributable to patients who may be eligible under its Financial Assistance Policy, as such amounts cannot be reasonably determined. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote Footnote to the Audited Financial Statement. Generally, patients who are covered by third-party payors are responsible for related deductibles and coinsurance, which vary in amount. The Hospital also provides services to uninsured patients, and offers those uninsured patients a discount, either by policy or law, from standard charges. The Hospital estimates the transaction price for patients with deductibles and coinsurance, and from those who are uninsured, based on historical experience and current market conditions. The initial estimate of the transaction price is determined by reducing the standard charge by any contractual adjustments, discounts, and implicit price concessions. Subsequent changes to the estimate of the transaction price are generally recorded as adjustments to patient service revenue in the period of the change. For the years ended December 31, 2024 and 2023, no significant adjustments to revenue were recognized due to changes in the estimates of implicit price concessions for performance obligations satisfied in prior years. Subsequent changes that are determined to be the result of an adverse change in the patient's ability to pay are recorded as bad debt expense. Bad debt expense for the years ended December 31, 2024 and 2023 was not significant. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs Any cost incurred for treatment of a patient in which the total amount of revenue was not collected, is reported as a shortfall. By continuing to treat patient eligible for Medicare, hospitals alleviate the federal government's burden for directly providing medical services. The shortfall is due to continued cuts in Medicare reimbursement while RHI continues to invest in state-of the-art equipment and facilities to meet the challenging healthcare needs of the community. Medicare allowable costs were determined based on the cost to charge ratio from the FY 2024 Medicare cost report. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance The Hospital's collection policy contains provisions on practices to be followed for patients who are known to qualify for financial assistance. The collection policy states that RHI will not engage in extraordinary collection actions before making reasonable efforts to determine whether a patient is eligible for assistance under RHI's Financial Assistance Policy. Furthermore, the collection policy specifies that once a patient is determined to be FAP-eligible, the hospital will provide a revised bill showing the reduced balance, refund any overpayments greater than $5, and take reasonable steps to reverse any extraordinary collection actions taken. Schedule H, Part V, Section B, Line 16a FAP website - REHABILITATION HOSPITAL OF INDIANA: Line 16a URL: https://www.rhirehab.com/media/1911/financial-assistance-policy.pdf; Schedule H, Part V, Section B, Line 16b FAP Application website - REHABILITATION HOSPITAL OF INDIANA: Line 16b URL: https://www.rhirehab.com/media/1457/financial-assistance-application-english.pdf; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - REHABILITATION HOSPITAL OF INDIANA: Line 16c URL: https://www.rhirehab.com/media/1956/financial-assistance-summary-pls-2020-final-version.pdf; Schedule H, Part VI, Line 2 Needs assessment Federal regulations allow hospital facilities to define the community they serve based on "all of the relevant facts and circumstances," including the "geographic location" served by the hospital facility, "target populations served" (e.g., children, women, or the aged), and/or the hospital facility's principal functions (e.g., focus on a particular specialty area or targeted disease). Accordingly, this CHNA focuses on community health issues relevant to rehabilitation services. The needs are assessed by using several data sources. Some of these include input obtained from community partners and stakeholder via interviews, secondary data such as demographics, health status, and access to care indicators. Input was obtained from hospital leaders and staff, and findings from other reports & community health assessments published by organizations such as the Indiana State Department of Health. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Patients are informed about financial assistance before admissions by the clinical liaison. This occurs when the patient is at the general acute care hospital before transferring to RHI. Patients are also informed of financial assistance with signage that is located throughout hospital. The patient is informed during registration by the admissions representative and a summary of the financial assistance policy is included in each admission packet. During the patient's stay, the Care Coordinator will work with the patient in completing the financial assistance application. Patient Financial Services will continue to work with the patients after discharge, if the situation requires. Patients receive a summary of the FAP with all statements. RHI also mails a summary of the policy along with a financial assistance application to any uninsured patient that has a balance on his/her account. RHI also publicizes its FAP on the hospital web site. RHI provides representatives to assist patients with the financial assistance process Monday through Friday from 8am to 5pm. Schedule H, Part VI, Line 4 Community information RHI provides a range of services for patients from central Indiana and across the State of Indiana. For purposes of this CHNA, RHI's "local community" is defined as Marion County, Indiana. The total population of Marion County as of 7/1/2023 is 968,460. RHI also serves the State of Indiana as a whole. Accordingly, this CHNA also considers relevant community health needs across the entire state. The total population of Indiana in 2023 was 6.862 million people. As permitted by federal regulations, this CHNA also focuses on community health issues relevant to rehabilitation services. Demographic characteristics and trends directly influence community health needs. The estimated population in Marion County is expected to have an average growth of under 2% between 2020-2035. While the total community is expected to grow modestly, the population age 65 years and older is expected to increase at a much more rapid rate (21.2 percent from 2020-2030 and 11.8 percent from 2025-2035). This change should contribute to greater demand for health services, including rehabilitation services, as older individuals typically need and use more services than younger persons. Marion County has substantial variation in demographic characteristics across community ZIP codes. Five ZIP codes (46218, 46235, 46254, 46229, and 46226) all had a proportion of the population that was Black above 50 percent. ZIP Codes 46222 and 46241 had the highest proportion of Hispanic (or Latino) residents, over 24 percent, and the overall proportion of Hispanic residents in Marion County was 11.1 percent. Residents without a high school diploma and experiencing linguistic isolation are more prevalent in the county than in Indiana as a whole. Marion County and Indiana had a higher percentage of the population with a disability compared to the national average. Schedule H, Part VI, Line 5 Promotion of community health A majority of the organization's governing body is comprised of persons who reside in the Organization's primary service area who are neither employees nor independent Contractors of the organization, nor family members thereof. The organization extends medical staff privileges to all qualified physicians in its community for some or all of its departments or specialties. Our hospital applies surplus funds to fund improvements in patient care, medical education and research, RHI partners with Indiana university, IU health, and IUPUI in various research activities to advance the research efforts and to provide evidence-based medicine for those in need. RHI also devotes time, efforts, resources and financial support to a resident program in collaboration with Indiana University physical medicine and rehabilitation. RHI offers free monthly support groups related to stroke, brain injury, and spinal cord Injury providing education, training and coping skills to both survivors and their caregivers. Additionally, these programs help to decrease social isolation and increase Support in the community. RHI assists patients and families in financial need by providing free medication, patient equipment, and meal vouchers. RHI also uses surplus funds to invest in facility improvements and staff training - both of which improve the quality of services extended to the community. Schedule H, Part VI, Line 6 Affiliated health care system RHI is owned by two major health systems; 1) IU Health, Inc. and 2) St. Vincent Health. Schedule H, Part VI, Line 7 State filing of community benefit report IN X X X true false false false false false false false false MARJORIE R BASEY CFO 204583 0 30512 0 5922 0 9970 0 15377 0 266364 0 0 0 MONTE M SPENCE COO/Interim Chief Executive Officer 236834 0 33698 0 11402 0 8565 0 62136 0 352635 0 0 0 DANIEL B WOLOSZYN CEO (until August 2024) 259970 0 90520 0 210181 0 10079 0 28568 0 599318 0 0 0 CHRISTINA BAUMGARTNER EXECUTIVE DIRECTOR OF THERAPY 135281 0 29343 0 48514 0 7244 0 37636 0 258018 0 0 0 PETER A BISBECOS Chief Legal Officer 134923 0 24990 0 41451 0 6004 0 11585 0 218953 0 0 0 MARY C ESCALANTE EXECUTIVE PHARMACY DIRECTOR 176417 0 27849 0 7950 0 0 0 43227 0 255443 0 0 0 JOSHUA M HALON CHIEF CLINICAL OFFICER 192349 0 28647 0 9985 0 7793 0 39947 0 278721 0 0 0 GARY SKINNER DIRECTOR OF IT 179869 0 26726 0 4125 0 7225 0 21184 0 239129 0 0 0 Alice Ngorima Shawarira Clinical Charge Nurse 198913 0 500 0 310 0 8245 0 23188 0 231156 0 0 0 PAULETTE TANIS Clinical Charge Nurse 201102 0 4670 0 2411 0 8333 0 62370 0 278886 0 0 0 Hong yang Clinical Charge Nurse 196128 0 650 0 196 0 3978 0 0 0 200952 0 0 0 Brian obert Inpatient Pharmacy Director 149473 0 8128 0 6890 0 7119 0 39947 0 211557 0 0 0 nicole scott House Coordinator, Weekends 167409 0 3894 0 2236 0 7180 0 39520 0 220239 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment The following received severance during 2024: Daniel Woloszyn $142,404 Christina Baumgartner $37,977 Peter Bisbecos $30,664 Form 990, Part III, Line 1 MISSION RHI's individualized approach to each patient is the results of a collective effort of trained and compassionate team members who value the quality of life. It is the right kind of treatment- inpatient, outpatient and follow up services- provided under the same roof. Form 990, Part VI, Line 6 Classes of members or stockholders The Not-for-profit corporations St. Vincent Health, Inc. and Indiana University Health, Inc. are the corporate members of RHI. There are 2 classes of membership: Class A and Class B. The class A member is St. Vincent Health and the class B member is Indiana University Health, Inc. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Each of the corporate members has the right to appoint 50% of the members of the RHI board of Directors. The class A member, St. Vincent Health, has the right to appoint all class A directors; the class B member, Indiana University Health, Inc. has the right to appoint all class B directors. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The following matters require the joint approval of the two corporate members of the Hospital: 1. Approve, interpret and change any statement of mission, philosophy, role and purpose of RHI. 2. Approve and amend bylaws and articles of incorporation. 3. Fix the number of Directors of RHI. The appointment, election or removal of any class A director shall require the approval of the class A member and the appointment, election or removal of any class B director shall require the approval of the class B member. 4. Approve the merger, dissolution, consolidation or reorganization of RHI. 5. Approve the formation of other entities by RHI. 6. Approve the acquisition, sale, lease, transfer or other alienation of property of RHI, other than in the usual and regular course of RHI's business, when such acquisition, sale, lease, transfer or other alienation meets specified financial levels set in accordance with policies established from time to time by the class A and class B members. 7. Approve capital and operating budgets of RHI. 8. Approve debt incurred by RHI which is in excess of such limits as are established by the Class A and Class B Corporate Members. 9. Approve the disposition of the assets of RHI at the time of its dissolution. 10. Establish (i) policy concerning quality of care and services or (ii) policy and procedures concerning finance and resources for RHI, which are inconsistent with policies established by the Class A and Class B Corporate Members. 11. Approve the long-range financial and strategic plans for RHI. 12. Approve an internal auditing program for RHI, which is inconsistent with the internal auditing program established by the Class A and Class B Corporate Members. 13. Appoint or remove the Chief Executive Officer of RHI provided, however, that the Class A and Class B Corporate Members shall confer with the Board of Directors concerning the appointment or removal of the Chief Executive Officer. 14. Approve the policy pertaining to the evaluation of the Chief Executive Officer of RHI. 15. Appoint or remove the Medical Director. 16. Take any action which would be inconsistent with the governing documents or policies of the Class A or Class B Corporate Members. Form 990, Part VI, Line 11b Review of form 990 by governing body A detailed review of the 990 is performed by management . The final Form 990 is sent to the entire board prior to filing the return with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy Annually, all employees and board members are required to complete a conflict of interest form. The CEO and Chairman of the board review the conflict of interest forms completed by the board members and the Director of Human Resources reviews conflict of interest forms completed by employees. If, during a board meeting, there is an action item that presents a formal conflict, the interested person would be asked to recuse himself/herself from the vote. This recusal would be documented in the minutes. If a key employee discloses a potential conflict, that person is removed from the decision-making process for transactions related to that conflict. Form 990, Part VI, Line 15a Process to establish compensation of top management official The salary for the CEO is defined in the written hiring agreement which is approved by the Board of Directors. Annual performance goals are determined and set by the chairman of the board. Salary increases and performance bonuses are determined based upon performance and the attainment of these goals. The tool used to evaluate the CEO's annual performance and pay is based on the accomplishment of these approved goals and objectives. The evaluation of performance and goals is completed by the Chair and Vice Chair of the Board annually and is performed in the Executive Session of the annual board meeting. The combination of CEO goal reviews, hospital average merit increases projected, and the yearly governing body evaluation are used in executive session that will align with 1. CEO merit increase and 2. Bonus approval. The evaluation/approvals are documented by the Chairman of the Board. In addition, RHI Human Resources obtains a Compensation survey/study annually which is used to evaluate the compensation of RHI staff including the CEO. Form 990, Part VI, Line 15b Process to establish compensation of other employees The administrative officers' compensation is evaluated annually based on the Hospital's standard performance review system and based on the performance of annual goals. Annual goals for each officer are recommended by the CEO and approved by the Board of Directors. Salary increases and performance bonuses are determined based upon performance and goals. The CEO reviews and evaluates the annual performance of each administrative officer and recommends a performance rating based on the Hospital's standard performance review system. This is documented in the HR/personnel files. The CEO also reviews and evaluates the performance of each officer as it relates to the assigned annual goals. The annual evaluation of performance goals is taken to the Chair of the Board to review and approve in an executive session of the annual board meeting. This is documented by the Chairman of the Board. In addition, RHI Human Resources obtains a Compensation survey/study annually which is used to evaluate the compensation of RHI staff including the administrative officers. Form 990, Part VI, Line 19 Required documents available to the public Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104; these documents are not available to the public at this time. Form 990, Part IX, Line 11g Other Fees CONTRACT LABOR - Total Expense: 1355225, Program Service Expense: 884724, Management and General Expenses: 470501, Fundraising Expenses: ; PHYSICIAN FEES - Total Expense: 548965, Program Service Expense: 358378, Management and General Expenses: 190587, Fundraising Expenses: ; CONSULTING FEES - Total Expense: 52346, Program Service Expense: 34173, Management and General Expenses: 18173, Fundraising Expenses: ; COLLECTION/PT TRANSPORT - Total Expense: 209844, Program Service Expense: 136991, Management and General Expenses: 72853, Fundraising Expenses: ; SERVICE CONTRACTS - Total Expense: 5010853, Program Service Expense: 3271207, Management and General Expenses: 1739646, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances writeoff of intercompany balance - -542761; Total - -542761; RHI FOUNDATION INC 4141 SHORE DRIVE INDIANAPOLIS IN 46254 351932349 TO SUPPORT REHABILITATION HOSPITAL OF INDIANA IN 501(c)(3) Type I REHABILITATION HOSPITAL OF INDIANA INC true false false true false false false false false false false false false false true false false false false false RHI FOUNDATION INC C 95471 Cost RHI FOUNDATION INC N 368625 ALLOCATION