STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

INDIANA UNIVERSITY HEALTH INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
INDIANA UNIVERSITY HEALTH INC (EIN 35-1955872)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-13
IRS object ID
201503179349307315
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-13T14:35:10-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 4000AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351955872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA UNIVERSITY HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BROC L BUDDEInCareOfNm
Business Name ControlINDIBusinessNameControlTxt
Phone3179624575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN STREET SUITE 800AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRYAN C KITCHELLPersonNm
Person TitleEVP & CFOPersonTitleTxt
Signature2015-11-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER D RHODERICKPreparerPersonNm
PTINP00395735PTIN
Phone3176817000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANIEL F EVANS JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN ST STE 800AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,480,807,321GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://IUHEALTH.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionImprove the health of our patients and community through innovation and excellence in care, education, research and service.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee16475TotalEmployeeCnt
Total Volunteers1300TotalVolunteersCnt
Total Gross UBI$27,018,946TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,054,527NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$17,019,981PYContributionsGrantsAmt
CY Contributions Grants$16,590,559CYContributionsGrantsAmt
PY Program Service Revenue$2,606,202,393PYProgramServiceRevenueAmt
CY Program Service Revenue$2,921,228,378CYProgramServiceRevenueAmt
PY Investment Income$108,097,463PYInvestmentIncomeAmt
CY Investment Income$92,003,496CYInvestmentIncomeAmt
PY Other Revenue$33,348,549PYOtherRevenueAmt
CY Other Revenue$35,232,190CYOtherRevenueAmt
PY Total Revenue$2,764,668,386PYTotalRevenueAmt
CY Total Revenue$3,065,054,623CYTotalRevenueAmt
PY Grants And Similar Paid$58,491,480PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$26,602,082CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$983,584,208PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$915,443,840CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,487,063,108PYOtherExpensesAmt
CY Other Expenses$1,581,685,116CYOtherExpensesAmt
PY Total Expenses$2,529,138,796PYTotalExpensesAmt
CY Total Expenses$2,523,731,038CYTotalExpensesAmt
PY Revenues Less Expenses$235,529,590PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$541,323,585CYRevenuesLessExpensesAmt
Total Assets BOY$5,247,801,615TotalAssetsBOYAmt
Total Assets EOY$5,936,254,384TotalAssetsEOYAmt
Total Liabilities BOY$2,751,787,096TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,068,800,066TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,496,014,519NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,867,454,318NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionImprove the health of our patients and community through innovation and excellence in care, education, research and service.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,110,871,215ExpenseAmt
Grant$26,602,082GrantAmt
Revenue$2,961,614,888RevenueAmt
DescIndiana University Health, Inc. ("IU Health") is Indiana's most comprehensive healthcare system. A unique partnership with Indiana University School of Medicine, one the nation's leading medical schools, gives patients access to innovative treatments and therapies, all without regard to their ability to pay. IU Health is comprised of hospitals, physicians and allied services dedicated to providing preeminent care throughout Indiana and beyond. See Schedule O for additional information on IU Health's 2014 program service accomplishments.Desc
Total Program Service Expenses$2,110,871,215TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document839IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee16475EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBROC L BUDDEPersonNm
Phone3179624575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN STREET SUITE 800AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
V WILLIAM HUNT
CHAIRMAN (PART. YR.)/DIRECTOR6.00.0Yes (X)Yes (X)$0$0$0
ANNE NOBLES
DIRECTOR/CHAIRMAN (PART. YR.)6.00.0Yes (X)Yes (X)$50,625$0$0
THOMAS W CHAPMAN
ELECTED VICE-CHAIR (PART. YR.)6.00.0Yes (X)Yes (X)$17,000$0$0
RANDALL L TOBIAS
ELECTED VICE-CHAIR (PART. YR.)6.00.0Yes (X)Yes (X)$0$0$0
JAY L HESS MD
EX-OFFICIO VICE-CHAIR6.00.0Yes (X)Yes (X)$40,750$0$0
DANIEL F EVANS JR
DIRECTOR/PRESIDENT & CEO61.00.0Yes (X)Yes (X)$8,074,963$0$31,654
HON SARAH EVANS BARKER
DIRECTOR6.00.0Yes (X)$0$0$0
WILLIAM R CAST MD
DIRECTOR6.00.0Yes (X)$35,250$0$0
BISHOP MICHAEL J COYNER
DIRECTOR6.00.0Yes (X)$0$0$0
J SCOTT DAVISON
DIRECTOR6.00.0Yes (X)$33,000$0$0
CHARLES E GOLDEN
DIRECTOR6.00.0Yes (X)$53,250$0$0
DAVID W GOODRICH
DIRECTOR6.00.0Yes (X)$50,750$0$0
JAMES E LINGEMAN MD
DIRECTOR6.055.0Yes (X)$42,542$877,616$16,900
ANGELA BARRON MCBRIDE
DIRECTOR6.00.0Yes (X)$40,375$0$0
MICHAEL A MCROBBIE
DIRECTOR6.00.0Yes (X)$26,250$0$0
GENE E ROBBINS
DIRECTOR (PARTIAL YR.)6.00.0Yes (X)$25,000$0$0
RYAN C KITCHELL
TREASURER/EVP & CFO55.00.0Yes (X)$891,178$0$192,210
MARY BETH CLAUS
SECRETARY/SVP & GENERAL COUNS.55.00.0Yes (X)$459,032$0$94,543
DENNIS M MURPHY
EVP & COO55.00.0$1,254,844$0$439,919Yes (X)
ERIC S WILLIAMS MD
EVP, ACADEMIC & MEDICAL AFF.25.025.0$232,678$171,131$132Yes (X)
JOHN C KOHNE MD
INTERIM EVP & CME (PART. YR.)55.00.0$534,473$0$38,551Yes (X)
JONATHAN E GOTTLIEB MD
EVP & CME (PARTIAL YR.)55.00.0$175,159$0$46,187Yes (X)
LINDA Q EVERETT RN
EVP & CNE55.00.0$585,320$0$35,103Yes (X)
HERBERT C BUCHANAN JR
PRESIDENT (MH/UH) (PART. YR.)55.00.0$225,173$0$50,226Yes (X)
JAMES G TERWILLIGER
PRESIDENT (MH/UH) (PART. YR.)55.00.0$834,833$0$34,365Yes (X)
JEFFREY L SPERRING
PRESIDENT (RH)55.00.0$498,531$0$113,929Yes (X)
JONATHAN R GOBLE
PRESIDENT (SAX)55.055.0$431,656$121,352$128,528Yes (X)
JONATHAN W CURTRIGHT
COO (MH/UH/SAX)55.00.0$365,451$0$35,040Yes (X)
RUSSELL D WILLIAMS
COO (RH)55.00.0$254,208$0$32,339Yes (X)
MARILYN L COX RN
SVP & CNO (RH)55.00.0$274,912$0$24,715Yes (X)
LINDA K CHASE RN
VP & CNO (MH)55.00.0$231,188$0$27,289Yes (X)
LORI K KNARR RN
VP & CNO (UH)55.00.0$211,271$0$31,120Yes (X)
DAWN M MOORE-JEFFERSON
VP & CHIEF PHARMACY OFFICER55.00.0$235,270$0$19,906Yes (X)
STEVEN L WANTZ
SVP, ADMIN. & CHIEF OF STAFF55.00.0$519,581$0$118,538Yes (X)
RONALD L STIVER
PRESIDENT, CLINICAL SERVICES55.00.0$480,896$0$99,451Yes (X)
SHERIEE C LADD
SVP, HUMAN RESOURCES55.00.0$440,275$0$78,646Yes (X)
WILLIAM F MCCONNELL JR
SVP & CIO55.00.0$557,338$0$33,555Yes (X)
JAMES T PARKER
SVP, HEALTH PLANS55.00.0$358,661$0$103,014Yes (X)
NORMAN G TABLER JR
FORMER SECRETARY/SVP & GC0.00.0$220,071$0$11,670Yes (X)
KELLY L BRAVERMAN
FORMER INTERIM COO (UH)55.00.0$214,720$0$5,303Yes (X)
RICHARD F GRAFFIS MD
FORMER EVP & CME0.055.0$0$336,830$37,127Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$18,976,474TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,506,929TotReportableCompRltdOrgAmt
Total Other Compensation$1,879,960TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K744IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
IU HEALTH CARE ASSOCIATES INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204MEDICAL$78,184,342
EVOLENT HEALTH LLC
800 N GLEBE RD STE 500ARLINGTONVA22203POPULATION HEALTH$29,500,258
CERNER CORPORATION
2800 ROCKCREEK PKWYKANSAS CITYMO64117SOFTWARE MAINTENANCE$21,142,422
SIMPLER NORTH AMERICA LLC
PO BOX 643979PITTSBURGHPA15264LEAN CONSULTING$9,235,058
METRO AVIATION INC
PO BOX 7008SHREVEPORTLA71137HELICOPTER MAINT.$9,006,326
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K254CntrctRcvdGreaterThan100KCnt
Related Organizations$4,358,840RelatedOrganizationsAmt
Government Grants$6,309,930GovernmentGrantsAmt
All Other Contributions$5,921,789AllOtherContributionsAmt
Total Contributions$16,590,559TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PATIENT SERVICE REVENUE621110$2,112,177,497$2,112,177,497
REFERENCE LABORATORY621500$303,378,577$299,412,268$3,966,309
MEMBER PREMIUM REVENUE541900$227,739,825$227,739,825
SHARED SERVICES900099$178,941,897$173,361,030$5,580,867
PHARMACY446110$58,555,012$47,020,820$11,534,192

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,435,570TotalRevenueColumnAmt
Related Or Exempt Func Income$39,178,249RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,257,321UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,921,228,378TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$71,575,928TotalRevenueColumnAmt
Related Or Exempt Func Income$40,386,510RelatedOrExemptFuncIncomeAmt
Exclusion$31,189,418ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$13,984,346RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$14,305,057RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$320,711RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$320,711TotalRevenueColumnAmt
Unrelated Business Revenue$200,508UnrelatedBusinessRevenueAmt
Exclusion-$521,219ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$421,233,162SecuritiesAmt
Other$642,047OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$400,273,962SecuritiesAmt
Other$1,173,679OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$20,959,200SecuritiesAmt
Other-$531,632OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,427,568TotalRevenueColumnAmt
Exclusion$20,427,568ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFETERIA/FOOD SERVICE721110$6,507,338$6,507,338
PARKING812930$1,917,399$1,917,399
TELEPHONE517000$1,547,144$1,547,144

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,581,020TotalRevenueColumnAmt
Unrelated Business Revenue$4,479,749UnrelatedBusinessRevenueAmt
Exclusion$21,101,271ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$35,552,901OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,065,054,623TotalRevenueColumnAmt
Related Or Exempt Func Income$2,939,276,199RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$27,018,946UnrelatedBusinessRevenueAmt
Exclusion$82,168,919ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$26,499,582TotalAmt
Program Services$26,499,582ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$102,500TotalAmt
Program Services$102,500ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$17,544,819TotalAmt
Program Services$13,759,163ProgramServicesAmt
Management And General$3,785,656ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$750,231,742TotalAmt
Program Services$588,353,775ProgramServicesAmt
Management And General$161,877,967ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$35,348,737TotalAmt
Program Services$27,721,518ProgramServicesAmt
Management And General$7,627,219ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$62,558,578TotalAmt
Program Services$49,060,275ProgramServicesAmt
Management And General$13,498,303ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$49,759,964TotalAmt
Program Services$39,023,226ProgramServicesAmt
Management And General$10,736,738ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$198,369TotalAmt
Management And General$198,369ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,189,566TotalAmt
Management And General$1,189,566ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,580,319TotalAmt
Management And General$1,580,319ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$681,576TotalAmt
Management And General$681,576ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,282,809TotalAmt
Management And General$6,282,809ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$248,026,671TotalAmt
Program Services$177,155,323ProgramServicesAmt
Management And General$70,871,348ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,595,639TotalAmt
Program Services$3,851,549ProgramServicesAmt
Management And General$8,744,090ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$78,020,940TotalAmt
Program Services$52,354,289ProgramServicesAmt
Management And General$25,666,651ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$81,166,777TotalAmt
Program Services$48,106,682ProgramServicesAmt
Management And General$33,060,095ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$70,733,268TotalAmt
Program Services$60,324,532ProgramServicesAmt
Management And General$10,408,736ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,313,103TotalAmt
Program Services$2,787,486ProgramServicesAmt
Management And General$2,525,617ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$98,665TotalAmt
Program Services$63,883ProgramServicesAmt
Management And General$34,782ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$51,336,698TotalAmt
Program Services$38,020,475ProgramServicesAmt
Management And General$13,316,223ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$136,853,264TotalAmt
Program Services$116,680,646ProgramServicesAmt
Management And General$20,172,618ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,686,218TotalAmt
Program Services$1,637,078ProgramServicesAmt
Management And General$14,049,140ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DRUGS AND MEDICAL SUPPLIES$409,483,245$409,483,245
HEALTH CLAIMS TO PROVIDERS$214,608,253$214,608,253
BAD DEBT$74,273,103$74,273,103
UBI TAX$1,484,400$1,484,400

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$172,072,233TotalAmt
Program Services$167,004,632ProgramServicesAmt
Management And General$5,067,601ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,523,731,038TotalAmt
Program Services$2,110,871,215ProgramServicesAmt
Management And General$412,859,823ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$537,760BOYAmt
EOY$179,068EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$289,762,828BOYAmt
EOY$412,112,022EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,437,158BOYAmt
EOY$1,195,726EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$338,392,503BOYAmt
EOY$359,768,250EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$14,663BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$722,281,966BOYAmt
EOY$761,241,420EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$40,711,166BOYAmt
EOY$40,738,340EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$22,323,305BOYAmt
EOY$36,198,402EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,524,974,752LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,890,140,073LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,687,052,069BOYAmt
EOY$1,634,834,679EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,210,688,555BOYAmt
EOY$1,530,214,004EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$690,850,118BOYAmt
EOY$902,498,488EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$227,104,463BOYAmt
EOY$238,455,335EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$10,386,617BOYAmt
EOY$9,588,389EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,258,444BOYAmt
EOY$9,230,261EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,247,801,615BOYAmt
EOY$5,936,254,384EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$389,986,093BOYAmt
EOY$365,810,200EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$34,246,735BOYAmt
EOY$29,563,196EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,333,807,558BOYAmt
EOY$1,381,749,440EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$321,329,077BOYAmt
EOY$288,382,014EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$672,417,633BOYAmt
EOY$1,003,295,216EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,751,787,096BOYAmt
EOY$3,068,800,066EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,491,123,738BOYAmt
EOY$2,862,566,037EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

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

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,890,781BOYAmt
EOY$4,888,281EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,496,014,519BOYAmt
EOY$2,867,454,318EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,247,801,615BOYAmt
EOY$5,936,254,384EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$541,323,585ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$41,737,800NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$368,719PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$128,514,705OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$5,000GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$584,333DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$92,243OtherActivitiesAmt
Total Lobbying Expenditures$681,576TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Lines 1b and g - Paid staff and direct contactDuring 2014, IU Health spent a total of $584,333 in direct federal and state lobbying expenditures. During 2014, IU Health lobbied Congress on the following issues: - Healthcare Reform Legislation (in general) - Patient Protection and Affordable Care Act - Changes to Medicare/Medicaid reimbursement - Graduate Medical Education - Medicaid/Medicare Managed Care - Provider Direct Supervision - Changes to OPPS/IPPS reimbursement - Hospital Assessment Fees (Provider Taxes) - Meaningful Use - Pandemic Preparedness - Sustainable Growth Rate - Site-neutrality Payments - IRS Requirements for Charitable Hospitals - Critical Access and Rural Hospital Matters (Direct Supervision; Medicare Extenders) - Disproportionate Share Hospital Payments - Telemedicine/telehealth - Budget Matters During 2014, IU Health lobbied at the state level on the following issues: - Provider Reimbursements - Medicaid Expansion - Medicaid Reimbursement Policies - Workers Compensation - Provider Licensure Matters - Workforce and Smoking Policies - Insurance Matters - Healthcare Reform - Health Insurance Exchanges - Managed Care - Medicaid Managed Care - Telehealth/Telemedicine - Transportation - Public Safety - Regulation - Social Services - Domestic Violence - Patient Safety Matters - Access to Health Care Matters
Schedule C, Part II-B, Lines 1f - Grants for lobbying purposesIU Health made a contribution to Safety Net Hospitals for Pharmaceutical Access ("SNHFPA") during 2014 in the amount of $5,000. SNHFPA notified IU Health that 100% of this contribution would be used for lobbying expenditures.
Schedule C, Part II-B, Lines 1j - Other ActivitiesIU Health paid institutional membership dues to the American Hospital Association ("AHA"), Indiana Hospital Association ("IHA"), U.S. Chamber of Commerce ("USCOC"), Greater Indianapolis Chamber of Commerce ("GICOC"), Healthcare Leadership Council ("HLC"), National Association of Children's Hospitals & Related Institutions ("NACHRI"), and Safety Net Hospitals for Pharmaceutical Access ("SNHFPA") during 2014 in the amount of $73,132, $211,398, $50,000, $50,025, $25,000, $152,400, and $13,200, respectively. Each membership organization notified IU Health that a portion of the dues it paid were used for lobbying purposes. The AHA used 23.65%, or $17,296 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The IHA used 5.38%, or $11,373 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The USCOC used 40%, or $20,000 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The GICOC used 9%, or $4,502 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The HLC used 55%, or $13,750 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The NACHRI used 15.97%, or $24,338 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The SNHFPA used 12%, or $984 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The total membership dues paid to these organizations by IU Health during 2014 that were attributable to lobbying expenditures was $92,243.

Schedule D IRS990ScheduleD

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,890,781BeginningYearBalanceAmt
Grants Or Scholarships$2,500GrantsOrScholarshipsAmt
End Year Balance$4,888,281EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,893,581BeginningYearBalanceAmt
Grants Or Scholarships$2,800GrantsOrScholarshipsAmt
End Year Balance$4,890,781EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,896,581BeginningYearBalanceAmt
Grants Or Scholarships$3,000GrantsOrScholarshipsAmt
End Year Balance$4,893,581EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,186,440BeginningYearBalanceAmt
Grants Or Scholarships$289,859GrantsOrScholarshipsAmt
End Year Balance$4,896,581EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,220,052BeginningYearBalanceAmt
Grants Or Scholarships$33,612GrantsOrScholarshipsAmt
End Year Balance$5,186,440EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$140,620,954OtherCostOrOtherBasisAmt
Book Value$140,620,954BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,947,274,918OtherCostOrOtherBasisAmt
Depreciation$827,388,995DepreciationAmt
Book Value$1,119,885,923BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,109,120OtherCostOrOtherBasisAmt
Depreciation$9,819,813DepreciationAmt
Book Value$2,289,307BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,284,507,947OtherCostOrOtherBasisAmt
Depreciation$1,023,891,073DepreciationAmt
Book Value$260,616,874BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$140,461,813OtherCostOrOtherBasisAmt
Depreciation$29,040,192DepreciationAmt
Book Value$111,421,621BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,634,834,679TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$902,498,488BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$902,498,488TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
INTERCOMPANY PAYABLES (NET)$782,715,650
INTEREST RATE SWAP LIABILITIES$144,181,606
DUE TO THIRD-PARTY PAYORS$33,713,950
PENSION AND OTHER RETIREMENT LIAB.$18,507,435
ACCRUED INTEREST ON BONDS$16,086,094
ENVIRONMENTAL OBLIGATIONS$4,883,946
SELF-INSURANCE LIABILITIES$3,206,535
FieldValueIRS element (for citing)
Total Liability$1,003,295,216TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 - Intended Uses of Org.'s Endowment FundsPermanently restricted net assets are generally restricted for indigent and other patient care services, medical education and research programs, and medical supplies and equipment.
Schedule D, Part X, Line 2 - FIN 48 (ASC 740) FootnoteIU Health adopted FIN 48 in 2007. No disclosures were required in 2014 under GAAP as IU Health does not have any material tax contingencies that required disclosures in the footnotes.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestmentsN/A$907,638,834
Europe (Including Iceland and Greenland)InvestmentsN/A$10,638,625
Central America and the CaribbeanProgram ServicesSELF-INSURANCE$5,652,458
Central America and the CaribbeanUnrelated Trade or BusinessN/A$4,435,795
East Asia and the PacificInvestmentsN/A$1,964,810
North AmericaInvestmentsN/A$1,838,439
Central America and the CaribbeanConduct board meetingsN/A$17,353
North AmericaConduct board meetingsN/A$9,775
FieldValueIRS element (for citing)
Subtotal Spent$932,196,089SubtotalSpentAmt
Total Spent$932,196,089TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 - Activities per RegionFormAndLineReferenceDesc
ExplanationThe amounts reported on Schedule F, Part I, Line 3 include the book values of foreign investments, insurance premiums paid directly to an off-shore captive and travel and meeting expenses paid to attend off-shore captive meetings.ExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (true)ExpensesExceedBudgetInd
Unable To Provide CarefalseUnableToProvideCareInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Persons Served60460PersonsServedCnt
Total Community Benefit Expns$87,711,885TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$87,711,885NetCommunityBenefitExpnsAmt
Total Expense0.03540TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Persons Served141891PersonsServedCnt
Total Community Benefit Expns$581,546,361TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$454,965,104DirectOffsettingRevenueAmt
Net Community Benefit Expns$126,581,257NetCommunityBenefitExpnsAmt
Total Expense0.05110TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Persons Served202351PersonsServedCnt
Total Community Benefit Expns$669,258,246TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$454,965,104DirectOffsettingRevenueAmt
Net Community Benefit Expns$214,293,142NetCommunityBenefitExpnsAmt
Total Expense0.08650TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs52ActivitiesOrProgramsCnt
Persons Served471922PersonsServedCnt
Total Community Benefit Expns$25,295,220TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$12,733DirectOffsettingRevenueAmt
Net Community Benefit Expns$25,282,487NetCommunityBenefitExpnsAmt
Total Expense0.01020TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs5ActivitiesOrProgramsCnt
Persons Served57868PersonsServedCnt
Total Community Benefit Expns$67,378,992TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$16,152,337DirectOffsettingRevenueAmt
Net Community Benefit Expns$51,226,655NetCommunityBenefitExpnsAmt
Total Expense0.02070TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Persons Served881PersonsServedCnt
Total Community Benefit Expns$7,553,984TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,553,984NetCommunityBenefitExpnsAmt
Total Expense0.00300TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Activities Or Programs5ActivitiesOrProgramsCnt
Persons Served7418PersonsServedCnt
Total Community Benefit Expns$30,695,206TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$30,695,206NetCommunityBenefitExpnsAmt
Total Expense0.01240TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs19ActivitiesOrProgramsCnt
Persons Served35145PersonsServedCnt
Total Community Benefit Expns$10,285,440TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$13,566DirectOffsettingRevenueAmt
Net Community Benefit Expns$10,271,874NetCommunityBenefitExpnsAmt
Total Expense0.00410TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs84ActivitiesOrProgramsCnt
Persons Served573234PersonsServedCnt
Total Community Benefit Expns$141,208,842TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$16,178,636DirectOffsettingRevenueAmt
Net Community Benefit Expns$125,030,206NetCommunityBenefitExpnsAmt
Total Expense0.05040TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs84ActivitiesOrProgramsCnt
Persons Served775585PersonsServedCnt
Total Community Benefit Expns$810,467,088TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$471,143,740DirectOffsettingRevenueAmt
Net Community Benefit Expns$339,323,348NetCommunityBenefitExpnsAmt
Total Expense0.13690TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Persons Served1100PersonsServedCnt
Total Community Benefit Expns$638,317TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$638,317NetCommunityBenefitExpnsAmt
Total Expense0.00030TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs4ActivitiesOrProgramsCnt
Persons Served1376PersonsServedCnt
Total Community Benefit Expns$638,317TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$638,317NetCommunityBenefitExpnsAmt
Total Expense0.00030TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Bad Debt Expense$25,887,234BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$409,852,790ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$400,735,720CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall$9,117,070MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
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Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (7 entries)

Primary ActivitiesPrimaryActivitiesTxtOrg Profit Or OwnershipOrgProfitOrOwnershipPctOfcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPctPhysicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
SEE PART VI
AMBULATORY SURGERY CENTER0.258050.000000.74195
SEE PART VI
AMBULATORY SURGERY CENTER0.257520.000000.74248
SEE PART VI
AMBULATORY SURGERY CENTER0.259320.000000.74068
SEE PART VI
AMBULATORY SURGERY CENTER0.260100.000000.73990
SEE PART VI
AMBULATORY SURGERY CENTER0.300770.000000.69923
SEE PART VI
AMBULATORY SURGERY CENTER0.312730.000000.68727
SEE PART VI
AMBULATORY SURGERY CENTER0.282460.000000.71754
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Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA UNIVERSITY HEALTH INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11701 N SENATE BLVDAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd
FieldValueIRS element (for citing)
Website AddressHTTP://IUHEALTH.ORG/WebsiteAddressTxt
State License14-005051-1StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Childrens HospitalYes (X)ChildrensHospitalInd
Teaching HospitalYes (X)TeachingHospitalInd
Research FacilityYes (X)ResearchFacilityInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd
OtherSEE PART V, SECTION C FOR ADDITIONAL INFORMATIONOtherDesc
Facility Reporting Group1FacilityReportingGroupCd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1INDIANA UNIVERSITY HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Information GapsYes (X)InformationGapsInd
CHNA Conducted13CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsfalseCHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE PART V, SECTION COwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt13ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLSEE PART V, SECTION CStrategyWebsiteURLTxt
Strategy AttachedfalseStrategyAttachedInd
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Other CriteriaYes (X)OtherCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLXFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLXFAPAppAvailableOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
FAP Notice DisplayedYes (X)FAPNoticeDisplayedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
FAP Notified Upon AdmissionYes (X)FAPNotifiedUponAdmissionInd
FAP Notified Before DischargeYes (X)FAPNotifiedBeforeDischargeInd
FAP Notified All PatientsYes (X)FAPNotifiedAllPatientsInd
Documented Elig DeterminationYes (X)DocumentedEligDeterminationInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Other Method UsedYes (X)OtherMethodUsedInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section A, Line 1 - Name, Address, and WebsiteIU Health operates several hospital locations under a single hospital license issued by the Indiana State Department of Health. The names, addresses, and primary website addresses for each of these locations are as follows: IU Health Methodist Hospital 1701 N. Senate Blvd. Indianapolis, IN 46202 http://iuhealth.org/methodist/ IU Health University Hospital 550 University Blvd. Indianapolis, IN 46202 http://iuhealth.org/university/ Riley Hospital for Children at IU Health 705 Riley Hospital Dr. Indianapolis, IN 46202 http://iuhealth.org/riley/ IU Health Saxony Hospital 13000 E. 136th St. Fishers, IN 46037 http://iuhealth.org/saxony/
Schedule H, Part V, Section B, Line 5 - Input from CommunityIU Health operates four hospital locations that are licensed as a single hospital by the Indiana State Department of Health. These hospital locations are as follows: - IU Health Methodist Hospital - IU Health University Hospital - Riley Hospital for Children at IU Health - IU Health Saxony Hospital IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children are located in Indianapolis, Marion County, Indiana and are referred to as the "IU Health Academic Health Center". IU Health Saxony Hospital is located in Fishers, Hamilton County, Indiana. Although licensed as a single hospital, each of these facilities serve different, although sometimes overlapping, portions of the community which present their own unique health needs. In order to take into account all of these unique health needs, IU Health conducted separate Community Health Needs Assessments ("CHNAs") for each of its four hospital locations. 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 To obtain a more complete picture of the factors that play into the IU Health Academic Health Center's community's health, input from public health officials and community leaders in Marion County was gathered through two separate focus group sessions. A combined focus group was utilized for the IU Health Academic Health Center that included members who represented the overlapping and sometimes unique communities served by each of its three hospital locations in Indianapolis. Each live group session lasted two hours and was held at IU Health Methodist Hospital. IU Health facilitators mailed letters and made follow-up telephone calls inviting public health officials and community leaders to attend the focus group discussion, paying special attention to including organizations that represent the interest of low-income, minority, and uninsured individuals. The goal of soliciting these leaders' feedback was to gather insights into the quantitative data that may not be easily identified from the secondary statistical data alone. Attendees who participated in the focus group included: Cynthia Stone - Associate Professor, Indiana University School of Public Health - As an associate professor of Public Health, Ms. Stone understands the issues and obstacles involved in public health and ways to improve it. Orion Bell - President & CEO, CICOA Aging & In-Home Solutions - Mr. Bell is representative of a community perspective on senior health. As President of CICOA, he works to provide access to various services for seniors within the community. Paul Pfaff - Director, IU Health Enrollment Center - Mr. Pfaff is representative of a community perspective regarding underinsured/uninsured populations and access to care. As Director of the IU Health Enrollment Center, he works to provide information and services to uninsured and underinsured populations. Molly Chavers - Executive Director, IndyHub - Ms. Chavers is representative of a community perspective regarding education. As Executive Director of IndyHub, she has a passion for improving educational opportunities to young adults within the community. Chuck Bradenburg - Director of Special Projects and Grants, United Way - Mr. Bradenburg is representative of a community perspective regarding healthy living. As a Director at United Way, he works for an organization that believes in helping people learn more, earn more, and lead safe and healthy lives, as well as creates programs to assist in those goals, especially for the underserved populations. Stacey Chappell - Health Promotion Coordinator, HealthNet - As a health promotion coordinator, Ms. Chappell has a great understanding surrounding health issues and needs in the community, especially for the low-income/underserved populations. Dr. Lawrence Reed - Director, IU Health Methodist Hospital Trauma - Dr. Reed is representative of a perspective regarding community injury prevention and emergency room ("ER") use. As director of Trauma Services at IU Health Methodist Hospital, he has great knowledge surrounding ER admissions, the misuse of the ER, and the underserved population. Katie Jones - Director, Violence Prevention Program, Indiana State Department of Health - Ms. Jones is representative of a community perspective regarding injury prevention. As director of a violence prevention program, she has extensive knowledge surrounding potential causes of violent injuries, as well as how to prevent them. Morgan McGill - Director, Office of Women's Health - Ms. McGill is representative of minority populations, especially underserved women. As Director of the Office of Women's Health within the Indiana State Department of Health, she has extensive knowledge regarding the health of women, the issues surrounding it, and ways to improve it. Dr. Jay Gladden - Dean, IUPUI School of Physical Education and Tourism Management - Dr. Gladden is representative of a community perspective toward obesity prevention and promoting physical activity. As Dean of the IUPUI Physical Education program, he has extensive knowledge in healthcare issues particularly surrounding obesity prevention. Mary McKee - Director, Public Health Practice, Marion County Public Health Department ("MCPHD") - As director of the MCPHD, Ms. McKee has direct knowledge of public health needs in Marion County, including low income and underserved populations. Joenne Pope - Manager, After-School and Summer Programs, IndyParks - Ms. Pope is representative of a community perspective regarding children's health. As manager of after-school programs, she is knowledgeable of issues and factors that surround children's health outcomes and physical activity. Jenny Boyts - Community Coordinator, Challenge Foundation Academy - Ms. Boyts is representative of a community perspective regarding children's health and education. As community coordinator, she is knowledgeable in children's health and well-being within the community. Charlie Schlegal - Principal, Challenge Foundation Academy - Mr. Schlegal is representative of a community perspective regarding children's health and education. As a principal, he is knowledgeable of children's health and well-being within the community. Upon arrival to the focus group, participants were asked to list five health needs, which should be prioritized in their opinion, for the Marion County community served by IU Health Academic Health Center. These responses were collected and aggregated into a comprehensive list of identified needs to be further discussed later in the session and ranked for severity of need within the community. IU Health facilitators then provided participants with a presentation featuring the mission of IU Health, current outreach priorities, and local health data, including demographics, insurance information, poverty rates, county health rankings, causes of death, physical activity, chronic conditions, preventive behaviors, and community needs index. Upon completion of the data presentation, IU Health facilitated a discussion on the comprehensive list of identified needs from earlier in the session. The objective of this method was intended to inspire candid discussions prior to a second identification of five prioritized health needs by each participant. The votes on the five prioritized health needs were tallied and final input from the group was encouraged during this process in order to validate the previously identified needs. Following additional discussion, participants were also asked to address what they thought the role of the IU Health Academic Health Center could be in meeting the local health needs. IU Health Saxony Hospital To obtain a more complete picture of the factors that play into the IU Health Saxony Hospital community's health, input from local health leaders in Hamilton County was gathered through two separate focus group sessions. The first live group session lasted two hours and was held at IU Health North Hospital and the second session was held via conference call. IU Health facilitators mailed letters and made follow-up telephone calls inviting public health officials and community leaders to attend the focus group discussion, paying special attention to including organizations that represent the interest of low-income, minority, and uninsured individuals. The goal of soliciting these leaders' feedback was to gather insights into the quantitative data that may not be easily identified from the secondary statistical data alone. Attendees who participated in the focus group included: Mo Merhoff - President, Carmel Chamber of Commerce - Mr. Merhoff is representati
Schedule H, Part V, Section B, Line 6a - CHNA Conducted with Other Hosp.IU Health conducted a CHNA for its IU Health Saxony Hospital location in conjunction and collaboration with Indiana University Health North Hospital, Inc. ("IU Health North Hospital"). IU Health Saxony Hospital and IU Health North Hospital are both located in Hamilton County and serve a community with similar and overlapping health needs.
Schedule H, Part V, Section B, Line 7a - CHNA WebsiteA copy of IU Health's CHNA is available on its website at the following URL: http://iuhealth.org/about-iu-health/in-the-community/
Schedule H, Part V, Section B, Line 10a - Implementation Strategy WebsiteA copy of IU Health's CHNA implementation strategy is available on its website at the following URL: http://iuhealth.org/about-iu-health/in-the-community/
Schedule H, Part V, Section B, Line 11 - Addressing Identified NeedsIU Health prioritized and determined which of the community health needs identified in its most recently conducted CHNAs were most critical for it to address by using the Hanlon Method of prioritization. This method prioritizes identified needs based upon the prevalence and severity of the need and the effectiveness of interventions available to address the needs. Based upon the Hanlon Method of prioritization, IU Health selected the following five needs to be addressed for the IU Health Academic Health Center and IU Health Saxony Hospital: - Access to Healthcare - Behavioral Health - Obesity Prevention - PreK-12 Education - Women's Health and Family Planning Access to Healthcare IU Health's implementation strategy to address the identified need of access to healthcare includes the following: - Increasing access to health care services in a neighborhood with high non-emergent utilization of the IU Health Methodist Hospital emergency room - Provide opportunities for interprofessional education and training in primary care of future health care providers - Provide flu vaccines to at-risk populations - Increase access to IU Health financial assistance program and other government-sponsored programs - Provide access to clinical trials to community members - Increase number of primary care providers - Support development of Avondale Meadows Health and Wellness Center - Implement IU Health Garden on the Go stop at Avondale Meadows YMCA - Establish a partnership with Trinity Free Clinic - Staff an acute clinic at Trinity and fund a Patient Advocate position - Provide financial support to Trinity for programming - Participate in the Hamilton County Resource Fair & Access to Healthcare Initiative - Create and distribute flyers to educate Hamilton County residents on the appropriate use of the emergency room - Partner with Our Lady of Mt. Carmel to provide a health seminar to an established group - Partner with Our Lady of Mt. Carmel to provide health seminars for seniors - Increase amount of health presentations and health screenings at community events Behavioral Health IU Health's implementation strategy to address the identified need of behavioral health includes the following: - Integrate mental health services into IU Health Neighborhood Care Center - Assist in developing advocacy agenda for 2014 in support of policies to improve access to mental health resources in the community - Improve access to and capacity of the MHA Indy's Crisis & Suicide Intervention Hotline - Financially support the American Foundation for Suicide Prevention for a program in need - Financially support Chauncie's Place for a program in need - Include Mental Health article with identified Hamilton County Behavioral Health resources in Strength in Wellness community newsletter (July) Obesity Prevention IU Health's implementation strategy to address the identified need of obesity prevention includes the following: - Enhance walking trails and community assets to provide safe places for physical activity and play - Encourage physical activity in community members through organized walking groups - Increase access to affordable fresh fruits and vegetables in under-resourced areas - Providing opportunities for vigorous play for students and community - Riley Youth Diabetes Prevention Clinic - Provide healthy cooking demonstrations, nutritional information and screenings at IU Health Saxony Hospital and the Zionsville Farmer's Market - Participate in a Day of Service (focus on trails) - Host a diabetes education seminar for the community at an area church PreK-12 Education IU Health's implementation strategy to address the identified need of PreK-12 Education includes the following: - Support the location of evidence-based programs in Indianapolis as an additional tool for educational reform - Participate in Kindergarten Countdown 4-week summer camp at Sheridan Elementary - Coordinate an IU Health Physicians office to participate in the ReadUP Program Women's Health and Family Planning IU Health's implementation strategy to address the identified need of Women's Health and Family Planning includes the following: - Offer free parenting support groups at IU Health Saxony Hospital - Financially support local nonprofits including Stork's Nest, Casting for Recovery, and IWIN Foundation to address a women's health need - Provide car seats and safety information for new moms Also, based upon the Hanlon Method of prioritization, the following identified community health needs were not amongst the needs chosen to be addressed: - Tobacco Prevention and Cessation - Prenatal Care - Poverty - Health Literacy The identified community need of tobacco prevention and cessation was reviewed and after completing a gap analysis, it was determined that, with the State of Indiana and Marion County Health Department tobacco efforts, including the free Quit Line and the smoke free ordinances, the best method to support tobacco prevention and cessation is to refer community members to these established resources. The identified community need of prenatal care was reviewed and after completing a gap analysis, it was determined there are a number of local organizations working to address this community need such as the Nurse Family Partnership, HealthNet, and Indianapolis Healthy Start. Although IU Health has not selected poverty as one of the top five community health needs for it to address in its CHNA implementation strategy, IU Health does focus many of its community outreach efforts on those living in poverty. Additionally, the high quality care and assistance IU Health provides to patients and community members that are unable to pay also helps to serve individuals in need. Lastly, the goal of IU Health's focus on PreK-12 Education is to help future generations gain access to better education to prepare them to have a successful academic experience and improve their quality of life and health outcomes. While health literacy was not specifically chosen, IU Health is addressing health literacy through Access to Healthcare and PreK-12 Education initiatives. IU Health's Access to Healthcare initiatives and programs are designed for those with at least a 6th grade reading level and team members are using techniques like "teach back" to ensure community members clearly understand directions for improving their health. Additionally, improved health literacy will occur by improving education and student outcomes as community members increase their education level and health literacy.
Schedule H, Part V, Section B, Line 13b - Income Level Other than FPGIn addition to FPG, IU Health may take into consideration a patient's income and/or ability to pay in calculation of a financial assistance award.
Schedule H, Part V, Section B, Line 13h - Other FAP FactorsIU Health takes into consideration several other factors in determining patient eligibility for financial assistance. These factors include the following: 1. Alternate Sources of Assistance When technically feasible, a patient will be required to 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 their insurance provider at the request of IU Health. Eligible patients who receive medical care from an IU Health facility 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. Said patients may be asked to complete a financial assistance application. 2. Presumptive Financial Assistance Eligibility Patients who are deemed to be presumptively eligible for Financial Assistance will receive a Financial Adjustment to their final statement balance based on the patient's individual scoring criteria. Patients are considered to be presumptively eligible for Financial Assistance if the financial need has been determined by the following third parties: Eskenazi Health, formerly Wishard Memorial Hospital, Project Health, Indiana Children's Special Health Care Services, Medicaid, Out-of-State Medicaid, Healthy Indiana Plan, or Volunteers in Medicine. Patients are also considered to be presumptively eligible if they are pending Medicaid approval or have a hospital bill with a maximum balance to be determined by the Financial Assistance Committee and who meet certain risk segmentation scoring criteria. 3. 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.
Schedule H, Part V, Section B, Line 16a - FAP WebsiteA copy of IU Health's FAP is available on the following website: http://iuhealth.org/patients/my-iu-health/billing-services/financial-assis tance/
Schedule H, Part V, Section B, Line 16b - FAP Application WebsiteA copy of IU Health's FAP Application is available on the following website: http://iuhealth.org/patients/my-iu-health/billing-services/financial-assis tance/
Schedule H, Part V, Section B, Line 16i - Other Measures to PublicizeIU Health takes several other measures to publicize its FAP within the community. These measures include the following: 1. Signs are posted in appropriate acute care settings such as emergency departments and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 2. IU Health includes a plain language description of its FAP with all patient bills and statements of services. 3. IU Health Revenue Cycle Services representatives are available via telephone Monday through Friday, excluding major holidays, from 8 a.m. to 7 p.m. (Eastern Time) to address questions related to Financial Assistance. 4. IU Health Revenue Cycle Services educates its patient facing team members of its FAP and the process for referring patients to the Program.
Schedule H, Part V, Section B, Line 22d - Other Determination of ChargesIU Health limits the amounts charged for Emergency or other Medically Necessary Services provided to individuals eligible for assistance under its FAP to not more than amounts generally billed to individuals who have insurance coverage for such care. The basis for calculating the amount charged to all patients, including those who are eligible for Financial Assistance, is derived through the use of a chargemaster or physician fee schedule and are uniformly applied. All additional discounts required by insurance contract or IU Health's FAP are applied to the chargemaster or physician fee schedule calculated amount. IU Health does not use gross charges in the calculation of the amount to charge a Financial Assistance eligible patient.
FieldValueIRS element (for citing)
Facility94FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (94 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
BALL OUTPATIENT SURGERY CENTER
2525 W UNIVERSITY AVE STE 200MUNCIEIN47303AMBULATORY SURGERY
BELTWAY SURGERY CENTER
151 PENNSYLVANIA PKWYINDIANAPOLISIN46280AMBULATORY SURGERY
BELTWAY SURGERY CENTER SPRING MILL
200 W 103RD ST STE 2400INDIANAPOLISIN46290AMBULATORY SURGERY
EAGLE HIGHLANDS SURGERY CENTER
6850 PARKDALE PLINDIANAPOLISIN46254AMBULATORY SURGERY
GLEN LEHMAN ENDOSCOPY SUITE
550 N UNIVERSITY BLVD STE 4100INDIANAPOLISIN46202AMBULATORY SURGERY
INDIANA ENDOSCOPY CENTERS
10967 ALLISONVILLE RD STE 100FISHERSIN46038AMBULATORY SURGERY
INDIANA ENDOSCOPY CENTERS
1115 N RONALD REAGAN PKWY STE 3AVONIN46123AMBULATORY SURGERY
INDIANA ENDOSCOPY CENTERS
1801 N SENATE BLVD STE 710INDIANAPOLISIN46202AMBULATORY SURGERY
INDIANA HTS BELTWAY SURGERY CENTER
8501 HARCOURT RDINDIANAPOLISIN46260AMBULATORY SURGERY
MERIDIAN SOUTH SURGERY CENTER
8830 S MERIDIAN STINDIANAPOLISIN46217AMBULATORY SURGERY
RILEY OUTPATIENT SURGERY CENTER
702 BARNHILL DR STE 0201INDIANAPOLISIN46202AMBULATORY SURGERY
SAXONY SURGERY CENTER
13100 E 136TH ST STE 1100FISHERSIN46037AMBULATORY SURGERY
SENATE STREET SURGERY CENTER
1801 N SENATE BLVDINDIANAPOLISIN46202AMBULATORY SURGERY
CARDIO TESTING AT IU HEALTH METHODIST
1801 N SENATE BLVD STE 3100INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
CHARIS CENTER
6640 INTECH BLVD STE 195INDIANAPOLISIN46278DIAGNOSTIC AND OTHER OUTPATIENT
INDIANA CANCER PAVILION
535 N BARNHILL DRINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH ADULT DIALYSIS CENTER
2140 N CAPITOL STINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH ARNETT HOSPITAL LAB
5165 MCCARTY LNLAFAYETTEIN47905DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH BALL MEMORIAL HOSPITAL LAB
2401 UNIVERSITY AVEMUNCIEIN46037DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH BLACKFORD HOSPITAL LAB
410 PILGRIM BLVDHARTFORD CITYIN47348DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH BLOOMINGTON HOSPITAL LAB
601 W 2ND STBLOOMINGTONIN47402DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH BRAIN TUMOR CLINIC
355 W 16TH ST STE 5400INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH BROWNSBURG
1375 N GREEN ST STE 200BROWNSBURGIN46112DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH CANCER CENTERS - SPRING MILL
200 W 103RD STINDIANAPOLISIN46290DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH CICC EAST
6845 RAMA DRINDIANAPOLISIN46219DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH CICC NORTH
10202 LANTERN RDFISHERSIN46038DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH CICC CARMEL
11725 ILLINOIS ST STE 565CARMELIN46032DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH CICC METHODIST
1701 N SENATE BLVD C6INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH CICC WEST
1111 N RONALD REAGAN PKWYAVONIN46123DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH HOME DIALYSIS
8802 N MERIDIAN ST STE 150INDIANAPOLISIN46260DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH LAPORTE HOSPITAL LAB
1007 LINCOLNWAYLAPORTEIN46350DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH MEDICAL DIAGNOSTIC CENTER
550 N UNIVERSITY BLVDINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH MELVIN & BREN SIMON CANCER CTR
1030 W MICHIGAN STINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST HOSPITAL OUTPT SVC
1701 N SENATE BLVD AG053INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST LIFECARE PROGRAM
1633 N CAPITAL AVE STE 300INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST MEDICAL PLAZA
151 PENNSYLVANIA PKWYINDIANAPOLISIN46280DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST MEDICAL PLAZA
6850 PARKDALE PLINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST MEDICAL PLAZA EAST
9660 E WASHINGTON STINDIANAPOLISIN46229DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST MEDICAL PLAZA SOUTH
8830 S MERIDIAN STINDIANAPOLISIN46217DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH METHODIST PROFESSIONAL CENTER
1801 N SENATE BLVDINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH MOORESVILLE
820 SAMUEL MOORE PKWYMOORESVILLEIN46158DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH NEUROSCIENCE CENTER
355 W 16TH STINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH NEUROSCIENCE CTR NEUROPHYS
355 W 16TH ST STE 2100INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH NORTH HOSPITAL LAB
11700 N MICHIGAN STCARMELIN46032DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH OPTHALMOLOGY CENTER
1160 W MICHIGAN AVEINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH ORTHO RADIOLOGY AND REHAB
1801 N SENATE AVE STE 510INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH PAOLI HOSPITAL LAB
642 W HOSPITAL RDPAOLIIN47454DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH PATHOLOGY LAB
350 W 11TH STINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH RADIOLOGY AT GEORGETOWN
4880 CENTURY PLAZA RD STE 155INDIANAPOLISIN46254DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH RADIOLOGY AT MOORESVILLE
820 SAMUEL MOORE PKWYMOORESVILLEIN46158DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH RENAL SERVICES
550 N UNIVERSITY BLVD RM 1115INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH SAXONY HOSPITAL LAB
13000 E 136TH STFISHERSIN46037DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH SAXONY HOSPITAL OR
13100 E 136TH ST STE 2100FISHERSIN46037DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH SAXONY HOSPITAL SLEEP LAB
13100 E 136TH STFISHERSIN46037DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH SLEEP DISORDERS CENTER
1411 W COUNTY LINE RD STE CGREENWOODIN46142DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH SLEEP DISORDERS CENTER
714 N SENATE AVEINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH TIPTON HOSPITAL LAB
1000 S MAIN STTIPTONIN46072DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH TRANSPLANT
1701 N SENATE BLVDINDIANAPOLISIN46206DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH UNIV HOSP ADULT OUTP CENTER
550 UNIVERSITY BLVD RM 4175INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH WEST HOSPITAL LAB
1111 RONALD REAGAN PKWYAVONIN46123DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH WHITE MEMORIAL HOSPITAL LAB
720 S 6TH STMONTICELLOIN47960DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH SAXONY HOSPITAL CARDIAC REHAB
13100 E 136TH STFISHERSIN46037DIAGNOSTIC AND OTHER OUTPATIENT
METHODIST MEDICAL PLAZA GEORGETOWN
4880 W CENTURY PLAZA RDINDIANAPOLISIN46254DIAGNOSTIC AND OTHER OUTPATIENT
METHODIST MEDICAL PLAZA GLENDALE
2620 KESSLER BLVD E DRINDIANAPOLISIN46220DIAGNOSTIC AND OTHER OUTPATIENT
METHODIST MEDICAL TOWER
1633 N CAPITAL AVEINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
NEUROREHABILITATION AND ROBOTICS
355 W 16TH ST STE 1078INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
NEUROSCIENCE RADIOLOGY
355 W 16TH ST STE 0400INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
PULMONARY REHABILITATION
1633 N CAPITAL AVE STE 103INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
RILEY REHABILITATION SERVICES
705 RILEY HOSPITAL DRINDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
RILEY REHABILITATION SERVICES (EAST)
9650 E WASHINGTON ST STE 250INDIANAPOLISIN46229DIAGNOSTIC AND OTHER OUTPATIENT
RILEY HOSPITAL HEMATOLOGYONCOLOGY
11725 ILLINOIS ST STE 01BD003-B6CARMELIN46032DIAGNOSTIC AND OTHER OUTPATIENT
RILEY HOSPITAL RENAL SERVICES
705 RILEY HOSPITAL DR ROC STE 12INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
SPRING MILL OFFICE BUILDING LABORATORY
200 W 103RD STINDIANAPOLISIN46290DIAGNOSTIC AND OTHER OUTPATIENT
THE SIMULATION CENTER AT FAIRBANKS HALL
340 W 10TH ST STE 4100INDIANAPOLISIN46202DIAGNOSTIC AND OTHER OUTPATIENT
IU HEALTH ADVANCED THERAPIES PHARMACY
355 W 16TH ST STE 1600INDIANAPOLISIN46202PHARMACY
METHODIST RETAIL PHARMACY
1801 N SENATE BLVD STE 105INDIANAPOLISIN46202PHARMACY
NORTH RETAIL PHARMACY
11700 N MERIDIAN ST STE B106CARMELIN46032PHARMACY
RILEY RETAIL PHARMACY
705 RILEY HOSPITAL DR ROC 1201INDIANAPOLISIN46202PHARMACY
SAXONY RETAIL PHARMACY
13100 E 136TH ST STE 1000FISHERSIN46037PHARMACY
UNIVERSITY RETAIL PHARMACY
550 N UNIVERSITY BLVDINDIANAPOLISIN46202PHARMACY
WEST RETAIL PHARMACY
1111 N RONALD REAGAN PKWYAVONIN46123PHARMACY
IU HEALTH ARNETT HOME CARE
3900 MCCARTY LN STE 103LAFAYETTEIN47905HOME HEALTH
IU HEALTH ARNETT SLEEP APNEA EDUC CTR
3900 MCCARTY LN STE 102LAFAYETTEIN47905HOME HEALTH
IU HEALTH BALL MEMORIAL HOME CARE
2300 W GILBERT STMUNCIEIN47303HOME HEALTH
IU HEALTH BEDFORD SLEEP APNEA EDUC CTR
1502 CLINIC DRBEDFORDIN47421HOME HEALTH
IU HEALTH HOME CARE
950 N MERIDIAN ST STE 700INDIANAPOLISIN46204HOME HEALTH
IU HEALTH SLEEP APNEA EDUCATION CENTER
1411 W COUNTY LINE RD STE CGREENWOODIN46142HOME HEALTH
IU HEALTH SLEEP APNEA EDUCATION CENTER
714 N SENATE AVE STE 110INDIANAPOLISIN46202HOME HEALTH
IU HEALTH TIPTON HOME CARE
202 S WEST STTIPTONIN46072HOME HEALTH
SLEEP APNEA EDUCATION CENTER AT SAXONY
13100 E 136TH ST STE 3200BFISHERSIN46037HOME HEALTH
SLEEP APNEA EDUCATION CENTER AT WEST
1115 N RONALD REAGAN PKWY STE 3AVONIN46123HOME HEALTH
IU HEALTH BALL MEMORIAL HOSPICE
2401 W UNIVERSITY BLVDMUNCIEIN47303HOSPICE
IU HEALTH HOSPICE
1828 N ILLINOIS STINDIANAPOLISIN46202HOSPICE
IU HEALTH HOSPICE
950 N MERIDIAN ST STE 700INDIANAPOLISIN46204HOSPICE

Supplemental Information Detail SupplementalInformationDetail (21 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part IV, Line 1(a) - Name of EntityBeltway Surgery Centers, LLC
Schedule H, Part IV, Line 2(a) - Name of EntityEagle Highlands Surgery Center, LLC
Schedule H, Part IV, Line 3(a) - Name of EntitySenate Street Surgery Center, LLC
Schedule H, Part IV, Line 4(a) - Name of EntityIndiana Endoscopy Centers, LLC
Schedule H, Part IV, Line 5(a) - Name of EntityROC Surgery, LLC
Schedule H, Part IV, Line 6(a) - Name of EntityIndiana University Health Saxony Surgery Center, LLC
Schedule H, Part IV, Line 7(a) - Name of EntityBall Outpatient Surgery Center, LLC
Schedule H, Part I, Line 3c - Other Factors Used in Determining Elig.IU Health uses several factors other than Federal Poverty Guidelines ("FPGs") in determining eligibility for free or discounted care under its FAP. These factors include the following: 1. Indiana Residency Requirement IU Health only makes Financial Assistance available to residents of the State of Indiana. IU Health employs the same residency test as set forth in Indiana Code 6-3-1-12 to define as resident any individual who was domiciled in Indiana during the taxable year, or any individual who maintains a permanent place of residence in this state and spends more than one hundred eighty-three (183) days of the taxable year in Indiana. 2. Alternate Sources of Assistance When technically feasible, patients must 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 form 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 their insurance provider at the request of IU Health. Eligible patients who receive medical care from an IU Health facility 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. Said patients may be asked to complete a financial assistance application. 3. Presumptive Financial Assistance Eligibility Patients who are deemed to be presumptively eligible for Financial Assistance will receive a Financial Adjustment to their final statement balance based on the patient's individual scoring criteria. Patients are considered to be presumptively eligible if the financial need has been determined by the following third parties: Eskenazi Health, formerly Wishard Memorial Hospital, Project Health, Indiana Children's Special Health Care Services, Medicaid, Out-of-State Medicaid, Healthy Indiana Plan, or Volunteers in Medicine. Patients may also be considered presumptively eligible if they are pending Medicaid approval or have a hospital bill with a maximum balance to be determined by the Financial Assistance Committee and who meet certain risk segmentation scoring criteria. 4. Additional Considerations Financial Assistance may be granted to a deceased patient's account if said patient is found to have no estate. IU Health will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance Application. A patient's income and/or ability to pay may be taken into consideration in the calculation of a financial assistance award. 5. Patient Assets IU Health will consider patient Assets in the calculation of a patient's true financial burden. A patient's primary residence and one (1) motor vehicle will be exempted from consideration in most cases. IU Health will apply the definitions set for in Indiana Administrative Code 405 IAC 2-3-15 to define a patient's primary residence and motor vehicle. A patient's primary residence is defined as the patient's principal place of residence. The patient's primary residence 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 not occupied by the patient's spouse or child under twenty-one (21) years of age. One (1) motor vehicle, regardless of its fair market value, may be excluded in limited circumstances defined in Indiana Administrative Code 405 IAC 2-3-15(d)(6). IU Health reserves the right to adjust a patient's Federal Poverty Level ("FPL") if the patient demonstrates a claim or clear title to any extraordinary Asset not excluded from consideration under the above guidance. IU Health will not seek the title to discovered Assets without the express authorization of the Financial Assistance Committee.
Schedule H, Part I, Line 7, Column (c) - Total Community Benefit ExpenseSchedule H, Part I, Line 7, Column (f), Percent of Total Expense, is based on column (e) Net Community Benefit Expense. The percent of total expense based on column (c) Total Community Benefit Expense, which excludes direct offsetting revenue, is 32.72%.
Schedule H, Part I, Line 7, Column (f) - Percent of Total ExpenseThe amount of bad debt expense subtracted for purposes of calculating the percentage of total expense on Line 7, column (f) is $76,331,759. 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.
Schedule H, Part I, Line 7g - Subsidized Health ServicesIU Health does not include any costs associated with physician clinics as subsidized health services.
Schedule H, Part II - Promotion of Health in Communities ServedIU Health participates in a variety of community-building activities that address the social determinants of health in the communities it serves. IU Health and its related hospital entities across the State of Indiana ("IU Health Statewide System") invest in economic development efforts across the state, collaborate with like-minded organizations through coalitions that address key issues, and advocate for improvements in the health status of vulnerable populations. This includes making contributions to community-building activities by providing investments and resources to local community initiatives that addressed economic development, community support and workforce development. Several examples include IU Health's support of the following organizations and initiatives that focus on some of the root causes of health issues, such as lack of education, employment and poverty: - Indianapolis Public Schools - Starfish Initiative - Early Learning Indiana - United Way Additionally, through the IU Health Statewide System's team member community benefit service program, "Strength That Cares", team members across the state make a difference in the lives of thousands of Hoosiers every year. For example, in 2014, almost 2,200 team members from IU Health worked together to create trails, install outdoor fitness equipment and beautify parks.
Schedule H, Part III, Line 2 - Bad Debt Expense MethodologyThe amount reported on line 2 as bad debt is reported at cost, as calculated using the cost to charge ratio methodology.
Schedule H, Part III, Line 4 - Bad Debt ExpenseThe provision for uncollected patient accounts, for all payors, is recognized when services are provided based upon management's assessment of historical and expected net collections, taking into consideration business and economic conditions, changes and trends in health care coverage and other collection indicators. Periodically, management assesses the adequacy of the allowance for uncollectible accounts based upon accounts receivable payor composition and aging, the significance of individual payors to outstanding accounts receivable balances, and historical write-off experience by payor category, as adjusted for collection indicators. The results of this review are then used to make any modifications to the provision for uncollected accounts and the allowance for uncollectible accounts. In addition, IU Health follows established guidelines for placing certain past due patient balances with collection agencies. Patient accounts that are uncollected, including those placed with collection agencies, are initially charged against the allowance for uncollectible accounts in accordance with collection policies of IU Health and, in certain cases, are reclassified to charity care if deemed to otherwise meet financial assistance policies of IU Health.
Schedule H, Part III, Line 8 - Medicare Surplus or (Shortfall)IU Health did not have a Medicare shortfall for 2014. IU Health's Medicare reimbursements, however, are normally less than the cost of providing patient care and services to Medicare beneficiaries and do 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. 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 reduce the Medicare surplus reported on Schedule H, Part III, Line 7.
Schedule H, Part III, Line 9b - Written Debt Collection PolicyIU Health's FAP and Bad Debt Referral 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 must submit a Financial Assistance Application within twenty-one (21) days of receiving their first billing statement from IU Health. Individuals other than the patient, such as the patient's physician, family members, community or religious groups, social services or hospital personnel may request a Financial Assistance Application to be mailed to a patient's primary mailing address free of charge. IU Health keeps all applications and supporting documentation confidential. 2. Eligibility Determination IU Health informs 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 assistance and the patient or guarantor provides additional information for reconsideration, 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 may 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 will remain in effect for three-hundred-sixty-five (365) days from the date of receipt of a completed application. 3. Extraordinary Collection Actions IU Health only implements its "Bad Debt Referral Policy" or other Extraordinary Collection Action after it has made reasonable efforts to determine whether the patient account is eligible for assistance under its FAP. When it is necessary to engage in such action, IU Health, and its contracted third parties, will engage in fair, respectful and transparent collections activities. Patients or guarantors who have not applied for Financial Assistance and whose accounts have been engaged in Extraordinary Collection Actions may request Financial Assistance, complete an Application with requested documentation, and be considered for a reduction in their bill if it is within the two-hundred-forty (240) days of receiving their first billing statement. IU Health may also suspend collection activity on an account while an Application is being processed and considered. IU Health and its collection agencies will not provide assistance after an account has entered into legal proceedings without first obtaining written consent from its Financial Assistance Committee. The award of Financial Assistance may be subject to successful completion of a payment plan. In the event a patient or guarantor who is receiving Financial Assistance fails to complete the terms of their payment plan, IU Health reserves the right to submit the unadjusted account balance, less any amount previously paid by the patient, to an Extraordinary Collection Action.
Schedule H, Part VI, Line 2 - Needs AssessmentCommunities are multifaceted and so are their health needs. IU Health understands that the health of individuals and communities are shaped by various social and environmental factors, along with health behaviors and additional influences. IU Health assesses the health care needs of the communities it serves by conducting a CHNA for each of its hospital locations. These assessments include collaboration with other community organizations such as the Marion County Health Department, the Hamilton County Health Department, the Indiana State Department of Health, the Centers for Disease Control and Prevention and the United Way of Central Indiana. After completion of the CHNA, IU Health reviewed the information gathered from community leader focus groups, community input surveys and statistical data. The needs identified were analyzed and ranked using the Hanlon method of prioritization to determine the prevalence and severity of community health needs and which ones were most critical. 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 adopted a Financial Assistance Policy that provides Financial Assistance to eligible patients receiving Emergency or Medically-Necessary Services. This policy was developed and is utilized to determine a patient's financial ability to pay for services. IU Health goes to great lengths to publicize its financial assistance policy and ensure that patients know they will be treated regardless of their ability to pay. IU Health shares financial assistance information with patients throughout their entire episode of care and beyond including the admissions process, billing process, and online. 1. Admissions Process IU Health educates all patient facing team members on its Financial Assistance Policy and the process for referring patients to the program. During the admissions process, opportunities for financial assistance are discussed with patients who are identified as self-pay (uninsured) or if they request assistance information. The patient is also provided with an Admissions Packet that outlines information regarding IU Health's financial assistance program. Financial counselors are onsite to assist with financial concerns or questions during the patient's stay. Patient Financial Services Customer Service representatives are also available after the patient's stay to help patients apply for financial assistance, understand their bills, explain what they can expect during the billing process, accept payment (if needed), update their insurance or payor information, and update their address or other demographic information. 2. Billing Process IU Health includes a plain language summary of its Financial Assistance Policy with all patient bills and statements of services. The plain language summary includes contact information allowing patients the ability to request financial assistance. Additionally, a Financial Assistance Application is mailed to all IU Health patients with a patient balance due after insurance. IU Health Revenue Cycle Services representatives are available via telephone Monday through Friday, excluding major holidays, from 8 a.m. to 7 p.m. (Eastern Time) to address questions related to Financial Assistance. Customer Service team members will also mail paper applications to a patient at their request. 3. Online IU Health's Financial Assistance Policy and Financial Assistance Application is available on its website at http://iuhealth.org/patients/my-iu-health/billing-services/financial-assis tance/. The website also includes contact information for customer service representatives to assist with the application process.
Schedule H, Part VI, Line 4 - Community InformationIU Health serves a large geographic area in Central Indiana. In completing a CHNA for each of its 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 Methodist Hospital Service Area Counties: Marion, Hendricks, Johnson, Morgan, Hamilton, Madison, Hancock, Shelby, and Boone. 75% of the inpatient discharge population resides in Marion (64%), Hendricks (4%), Johnson (3%), Morgan (2%), and Hamilton (2%) counties. 43% of community discharges were for patients with Medicare, 24% were for patients with Medicaid, 21% were for patients with commercial insurance, 8% for were for self-pay (uninsured) patients, and 4% was for other. IU Health University Hospital Service Area Counties: Marion, Hendricks, Hamilton, Johnson, Morgan, Delaware, Allen, Madison, Vigo, Tippecanoe, St. Joseph, Monroe, Bartholomew, Lake, Elkhart, Hancock, Grant, Howard, Vanderburgh, Wayne, Jackson, Henry, and Putnam. 32% of the inpatient discharge population resides in Marion County while the other 68% is distributed fairly evenly across 91 other counties in the state of Indiana. 39% of community discharges were for patients with Medicare, 35% were for patients with commercial insurance, 16% were for patients with Medicaid, 4% were for self-pay (uninsured) patients, and 6% was for other. Riley Hospital for Children at IU Health Service Area Counties: Marion, Johnson, Lake, Hendricks, Hamilton, Morgan, Madison, Delaware, St. Joseph, Tippecanoe, Allen, Elkhart, Bartholomew, Vanderburgh, Vigo, Hancock, Wayne, Monroe, Jackson, Shelby, and La Porte. 35% of the total inpatient discharge population resides in Marion County while the other 65% is distributed fairly evenly across 89 other counties in the state of Indiana. 59% of community discharges were for patients with Medicaid, 36% were for patients with commercial insurance, 3% were for self-pay (uninsured) patients, 1% was for patients with Medicare, and 1% was for other. IU Health Saxony Hospital Service Area Counties: Marion, Hamilton, Boone, Hendricks, Hancock, Madison, and Tipton. 80% of the IU Health Saxony inpatient discharge population resides in Hamilton (28%), Marion (24%), Madison (8%), Hancock (8%), Decatur (6%), and Boone (6%) counties. 57% of community discharges were for patients with Medicare, 32% were for patients with commercial insurance, 5% were for patients with Medicaid, 3% were for self-pay (uninsured) patients, and 3% was for other.
Schedule H, Part VI, Line 5 - Promotion of Community HealthA majority of IU Health's board of directors is comprised of independent community members who reside in IU Health's primary service areas. IU Health extends medical privileges to all physicians who meet the credentialing qualifications necessary for appointment to its medical staff. IU Health does not deny appointment on the basis of gender, race, creed, or national origin. IU Health, in conjunction with the Indiana University 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 SystemIU Health continues to broaden its reach and positive impact by expanding top quality health care throughout the state of Indiana. IU Health and its related hospital entities ("IU Health Statewide System") are Indiana's most comprehensive healthcare system. A unique partnership with the IU School of Medicine, one of the nation's leading medical schools, gives patients access to innovative treatments and therapies. IU Health is comprised of hospitals, physicians and allied services dedicated to providing preeminent care throughout Indiana and beyond. National Recognition - Six hospitals designated as Magnet by the American Nurses Credentialing Center recognizing excellence in nursing care. - Named to the 2013-2014 U.S. News & World Report's Best Hospitals Honor Roll, their highest distinction. - Eleven adult clinical programs ranked among the top 50 national programs in U.S. News & World Report - Ten pediatric clinical programs ranked among the top 50 national programs in the U.S. News & World Report 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. Research conducted by IU School of Medicine faculty gives IU Health physicians and patients access to the most leading-edge and comprehensive treatment options. Collaborative Strategic Research Initiative Conceived by IU Health and the IU School of Medicine in 2012, the Strategic Research Initiative aims to enhance the institutions' joint capabilities in fundamental scientific investigation, translational research and clinical trials targeting innovative treatments for disease. The two organizations committed to invest $150 million over five years to this new research collaboration. Established in 2013, the Center for Innovation and Implementation Science is partially supported by the Strategic Research Initiative. The new center, launched by the IU School of Medicine and the Indiana Clinical and Translational Sciences Institute, focuses on increasing efficacy and reducing costs at IU Health. With oversight of four specialized research and discovery units managed by IU School of Medicine researchers, the center will address problems with the potential to reduce costs or generate new revenue estimated at $5 million per year or more. 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 Goshen Hospital - IU Health La Porte Hospital - IU Health Morgan Hospital - IU Health North Hospital - IU Health Paoli Hospital - IU Health Starke 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. Some ways we address our community health priorities as a system include: IU Health Day of Service The annual IU Health Day of Service is a high-impact, one-day event aimed at engaging IU Health team members in activities that address an identified community need. Tackling the issue of obesity in the communities IU Health serves, the sixth annual Day of Service in 2014 focused on leaving behind key physical assets to help meet a statewide need for more venues for physical activity and recreation. During the 2014 Day of Service: - More than 6,700 volunteer hours were dedicated by IU Health team members - IU Health team members gave their time to improve walking trails and park assets, which serve more than 63,000 residents across the state. - Over a dozen community parks were enhanced. - A new community-envisioned pocket park was created. - A community garden was improved with educational information. - Third grade classes at three schools were provided with free bikes, helmets, and locks. Additionally, the students were led through a bicycle safety course. - 125,000 pounds of debris were removed from 107 abandoned properties; 98 tons of mulch, 7 trees, and 3,424 flowers were planted to boost aesthetic appeal. Kindergarten Countdown As one of IU Health's signature programs and collaboration with United Way, Kindergarten Countdown helps hundreds of soon-to-be kindergartners improve their readiness for school. In addition to providing health screenings and vaccinations to students, the program offers assistance to parents in registering their kindergartners for school. Kindergarten Countdown summer camps are designed to provide at-risk youngsters the basic skills they need to succeed in their first year of school. From "Get Ready to Read" pre- and post-tests, campers in the IU Health camps achieved a 21 percent average increase in scores from the beginning of the four-week camp to the end. The program also creates positive impact by increasing awareness of kindergarten readiness, improving parent engagement and strengthening relationships between volunteers and team members at hospitals, schools and community organizations. IU Health recognizes that in some cases we don't have all the expertise or resources to address the needs of the community and other organizations are better suited to tackle some of the specific needs of the community. IU Health, therefore, provided financial support to like-minded non-profit organizations that are working to improve the health of the community in our identified priorities of need. Clinical Research Clinical trials are conducted at the following IU Health locations: Academic Health Center (IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children at IU Health), IU Health Arnett Hospital, IU Health Bloomington Hospital, IU Health La Porte Hospital, IU Health North Hospital, IU Health Saxony Hospital and IU Health West Hospital. Methodist Research Institute ("MRI") The Biorepository at MRI, under IRB approval, collects human biological materials (blood, bone, tissue, urine) vital for medical research to provide the best way to study a variety of diseases and their potential treatments. Basic science researchers at MRI publish the results of their innovative grant-supported research in prestigious peer-reviewed journals. Their work has been recognized both nationally and internationally as they participate in system-wide collaborative efforts within IU Health as well as with the IU School of Medicine. 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 2014, 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. Examples of the types of programming and investment we make in community outreach areas include: Access to Healthcare One of the first steps to improved health outcomes is having access to healthcare resources. To show its commitment to providing affordable healthcare access, IU Health treats all patients regardless of their ability to pay. IU Health is also working to raise awareness and works to identify individuals within our communities that have barriers to care and connect these individuals with better access and consistency of healthcare resources to meet their needs. Some ways that these IU Health hospitals address Access to Healthcare include: - Public Assistance Enrollment - Veggies and Vaccines - Indiana University Student Outreach Clinic - Indianapolis Public Schools Student Athlete Physicals - Fishers Fire Department QR Code Magnet Program for Immediate Access to Patient Medical Records - Partnership for a Healthy Hamilton County Obesity P

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (38 entries)

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INDIANA UNIVERSITY SCHOOL OF MEDICINE
714 N SENATE AVEINDIANAPOLISIN46202356001673GOV'T ENTITY$17,724,500N/AN/ARESEARCH/TRAINING
INDIANA CONFERENCE OF THE UNITED METHODIST CHURCH
301 PENN PKWYINDIANAPOLISIN46280270264680501(C)(3)$3,000,000N/AN/APASTORAL COUNSELING
METHODIST RESEARCH INSTITUTE INC
950 N MERIDIAN STINDIANAPOLISIN46204351007590501(C)(3)$2,109,566N/AN/AGENERAL SUPPORT
HEALTHNET INC
3401 RAYMOND STINDIANAPOLISIN46203351579827501(C)(3)$1,419,431N/AN/AGENERAL SUPPORT
INDIANA HEALTH INFORMATION EXCHANGE INC
846 N SENATE AVEINDIANAPOLISIN46202364550324501(C)(3)$706,696N/AN/AGENERAL SUPPORT
METHODIST HEALTH FOUNDATION INC
1800 N CAPITOL AVEINDIANAPOLISIN46202356043086501(C)(3)$330,250N/AN/AGENERAL SUPPORT
PLAYWORKS EDUCATION ENERGIZED
380 WASHINGTON STOAKLANDCA94607943251867501(C)(3)$150,000N/AN/APLAYWORKS INDIANA
UNITED METHODIST FOUNDATION OF INDIANA INC
8401 FISHERS CENTER DRFISHERSIN46038237258100501(C)(3)$141,500N/AN/AREJUVENATE CAMPAIGN
DAY NURSERY ASSOCIATION OF INDIANAPOLIS
615 N ALABAMA STINDIANAPOLISIN46204350888763501(C)(3)$137,500N/AN/AACADEMIC SUPPORT
UNITED WAY OF CENTRAL INDIANA INC
PO BOX 88409INDIANAPOLISIN46208351007590501(C)(3)$129,220N/AN/AGENERAL SUPPORT
INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION
120 E WALNUT STINDIANAPOLISIN46204311103966501(C)(3)$63,000N/AN/AGENERAL SUPPORT
YOUNG MENS CHRISTIAN ASSOCIATION OF LAFAYETTE
19500 S 18TH STLAFAYETTEIN47905350868213501(C)(3)$39,460N/AN/ACANCER PREVENTION
MENTAL HEALTH ASSOCIATION IN INDIANA INC
1431 N DELAWARE STINDIANAPOLISIN46202350896905501(C)(3)$36,843N/AN/AGENERAL SUPPORT
CICP FOUNDATION INC
111 MONUMENT CIRCLEINDIANAPOLISIN46204352065457501(C)(3)$35,000N/AN/ABIOCROSSROADS
FAIR HAVEN FOUNDATION INC
13974 WAKEFIELD PLFISHERSIN46038260866646501(C)(3)$35,000N/AN/AGENERAL SUPPORT
CATHOLIC CHARITIES
803 N MONROE STBLOOMINGTONIN47404350867980501(C)(3)$30,000N/AN/APEDIATRIC HEALTH
MATRIX PREGNANCY RESOURCE CENTER INC
935 MEZZANINE DRLAFAYETTEIN47905310971746501(C)(3)$29,000N/AN/AMOBILE UNIT
INDIANA UNIVERSITY FOUNDATION
1110 W MICHIGAN STINDIANAPOLISIN46202356018940501(C)(3)$24,910N/AN/AGENERAL SUPPORT
TRINITY FREE CLINIC
14598 OAKRIDGE RDCARMELIN46032352120420501(C)(3)$24,547N/AN/AACUTE CARE
TEACH FOR AMERICA INC
1630 N MERIDIAN STINDIANAPOLISIN46202133451913501(C)(3)$20,000N/AN/ACHILDHOOD INITIATIVES
UNITED NEGRO COLLEGE FUND INC
3737 N MERIDIAN STINDIANAPOLISIN46208131624241501(C)(3)$20,000N/AN/ASCHOLARSHIPS
ACTION FOR HEALTHY KIDS INC
600 W VAN BURENCHICAGOIL60607470902020501(C)(3)$19,500N/AN/AGENERAL SUPPORT
MENTAL HEALTH AMERICA OF TIPPECANOE COUNTY INC
914 SOUTH STLAFAYETTEIN47901383653969501(C)(3)$17,900N/AN/ATRAINING
CROSSROADS COUNCIL BOY SCOUTS OF AMERICA INC
7125 FALL CREEK RDINDIANAPOLISIN46256350867962501(C)(3)$15,000N/AN/AGENERAL SUPPORT
INDIANAPOLIS DOWNTOWN INC
111 MONUMENT CIRCLEINDIANAPOLISIN46204351877771501(C)(3)$15,000N/AN/AGENERAL SUPPORT
FAMILY SERVICES INC
615 N 18TH STLAFAYETTEIN47904351099083501(C)(3)$15,000N/AN/ACOUNSELING
INDIANA YOUTH INSTITUTE INC
603 E WASH STINDIANAPOLISIN46204311251680501(C)(3)$10,600N/AN/ATRAINING/OTHER
KINGSWAY COMMUNITY CARE CENTER
107 PARK PLACE BLVDAVONIN46123830404310501(C)(3)$10,300N/AN/AMEDICAL/DENTAL CARE
HAMILTON CENTER INC
620 8TH AVETERRE HAUTEIN47804351140758501(C)(3)$10,125N/AN/ACOMPUTERS/TRAINING
LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNSEL
7224 W 400 NMICHIGAN CITYIN46360351168040501(C)(3)$10,046N/AN/ATELEMEDICINE
INDIANAPOLIS CULTURAL TRAIL INC
202 E MARKET STINDIANAPOLISIN46204263831457501(C)(3)$10,000N/AN/AEVERYBODY RIDES
MAPLE CITY HEALTH CARE CENTER
213 MIDDLEBURY STGOSHENIN46528351749398501(C)(3)$9,340N/AN/ASCREENING
ASPIRE INDIANA INC
9615 E 148TH STNOBLESVILLEIN46060351341204501(C)(3)$8,958N/AN/AINTERACTIVE THERAPY
CENTER FOR HEALING AND HOPE
902 S MAIN STGOSHENIN46526020560511501(C)(3)$8,000N/AN/AGENERAL SUPPORT
HORIZON HOUSE INC
1033 E WASH STINDIANAPOLISIN46202351759503501(C)(3)$8,000N/AN/ASORRT PROGRAM
LOCAL INITIATIVES SUPPORT CORPORATION
202 E MARKET STINDIANAPOLISIN46204133030229501(C)(3)$8,000N/AN/AGENERAL SUPPORT
FRONTLINE FOUNDATIONS INC
1008 BROADWAYCHESTERTONIN46034260446134501(C)(3)$7,000N/AN/ASUB. ABUSE CENTER
OPEN DOOR HEALTH SERVICES INC
333 S MADISON STMUNCIEIN47305352018494501(C)(3)$6,400N/AN/AGENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org38Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSEE PART IVGrantTypeTxt
Recipient1RecipientCnt
Cash Grant$100,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2 - Org.'s Proc. for Mon. the Use of Grant FundsAlthough IU Health does not monitor the use of grant funds once distributed, through due diligence the organization has reasonably confirmed that the entities to which the contributions are made are highly reputable in the community and use the funds for the purposes intended.
Schedule I, Part III, Line 1 - Grants and Other Assistance to IndividualsThe amount reported on Schedule I, Part III, Line 1 represents funds provided by IU Health to IU School of Medicine to support a management position.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Payments For Use Of ResidenceYes (X)PaymentsForUseOfResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DANIEL F EVANS JR
DIRECTOR/PRESIDENT & CEO$1,110,823$0$245,134$0$6,719,006$0$13,000$0$18,654$0$8,106,617$0$5,432,189$0
JAMES E LINGEMAN MD
DIRECTOR$42,542$866,276$0$10,705$0$635$0$16,900$0$0$42,542$894,516$0$0
RYAN C KITCHELL
TREASURER/EVP & CFO$711,113$0$159,217$0$20,848$0$167,107$0$25,103$0$1,083,388$0$0$0
MARY BETH CLAUS
SECRETARY/SVP & GENERAL COUNS.$422,752$0$31,590$0$4,690$0$86,918$0$7,625$0$553,575$0$0$0
DENNIS M MURPHY
EVP & COO$971,186$0$243,000$0$40,658$0$410,500$0$29,419$0$1,694,763$0$0$0
ERIC S WILLIAMS MD
EVP, ACADEMIC & MEDICAL AFF.$232,678$143,581$0$27,550$0$0$0$0$0$132$232,678$171,263$0$0
JOHN C KOHNE MD
INTERIM EVP & CME (PART. YR.)$359,469$0$100,117$0$74,887$0$16,900$0$21,651$0$573,024$0$0$0
JONATHAN E GOTTLIEB MD
EVP & CME (PARTIAL YR.)$73,919$0$100,000$0$1,240$0$43,949$0$2,238$0$221,346$0$0$0
LINDA Q EVERETT RN
EVP & CNE$396,070$0$88,617$0$100,633$0$13,000$0$22,103$0$620,423$0$0$0
HERBERT C BUCHANAN JR
PRESIDENT (MH/UH) (PART. YR.)$187,120$0$20,000$0$18,053$0$42,794$0$7,432$0$275,399$0$0$0
JAMES G TERWILLIGER
PRESIDENT (MH/UH) (PART. YR.)$261,393$0$0$0$573,440$0$10,400$0$23,965$0$869,198$0$145,964$0
JEFFREY L SPERRING
PRESIDENT (RH)$404,449$0$91,064$0$3,018$0$91,557$0$22,372$0$612,460$0$0$0
JONATHAN R GOBLE
PRESIDENT (SAX)$325,943$120,771$99,596$0$6,117$581$95,993$4,967$19,398$8,170$547,047$134,489$0$0
JONATHAN W CURTRIGHT
COO (MH/UH/SAX)$289,264$0$75,782$0$405$0$10,400$0$24,640$0$400,491$0$0$0
RUSSELL D WILLIAMS
COO (RH)$253,713$0$0$0$495$0$13,000$0$19,339$0$286,547$0$0$0
MARILYN L COX RN
SVP & CNO (RH)$205,408$0$47,912$0$21,592$0$13,000$0$11,715$0$299,627$0$0$0
LINDA K CHASE RN
VP & CNO (MH)$229,030$0$0$0$2,158$0$9,363$0$17,926$0$258,477$0$0$0
LORI K KNARR RN
VP & CNO (UH)$209,963$0$230$0$1,078$0$8,823$0$22,297$0$242,391$0$0$0
DAWN M MOORE-JEFFERSON
VP & CHIEF PHARMACY OFFICER$234,810$0$0$0$460$0$12,177$0$7,729$0$255,176$0$0$0
STEVEN L WANTZ
SVP, ADMIN. & CHIEF OF STAFF$421,812$0$91,559$0$6,210$0$90,881$0$27,657$0$638,119$0$0$0
RONALD L STIVER
PRESIDENT, CLINICAL SERVICES$403,617$0$74,847$0$2,432$0$84,647$0$14,804$0$580,347$0$0$0
SHERIEE C LADD
SVP, HUMAN RESOURCES$360,451$0$73,756$0$6,068$0$77,987$0$659$0$518,921$0$0$0
WILLIAM F MCCONNELL JR
SVP & CIO$351,532$0$27,946$0$177,860$0$13,000$0$20,555$0$590,893$0$0$0
JAMES T PARKER
SVP, HEALTH PLANS$327,180$0$25,156$0$6,325$0$71,971$0$31,043$0$461,675$0$0$0
NORMAN G TABLER JR
FORMER SECRETARY/SVP & GC$0$0$0$0$220,071$0$0$0$11,670$0$231,741$0$220,071$0
KELLY L BRAVERMAN
FORMER INTERIM COO (UH)$214,324$0$0$0$396$0$5,303$0$0$0$220,023$0$0$0
RICHARD F GRAFFIS MD
FORMER EVP & CME$0$153,914$0$182,916$0$0$0$16,900$0$20,227$0$373,957$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a - Listed BenefitsThe benefits checked in Part I, Line 1a for charter travel, payment for business use of personal residence and personal services (security services) were provided to a key officer and director listed in IU Health's Form 990, Part VII, Section A. The charter travel, payment for residence use for an official holiday party and the security services were not treated as taxable compensation because each was a business expense of IU Health rather than personal in nature. In addition, Daniel F. Evans was reimbursed for the cost of amending his personal income tax returns due to an IU Health error that resulted in him receiving a Form W-2c for 2010, 2011 and 2012. The cost was treated as taxable compensation and was grossed-up for taxes. Another key employee listed in IU Health's Form 990, Part VII, Section A was provided a temporary housing arrangement that served as his principal residence. The cost of the arrangement was included as taxable compensation.
Schedule J, Part I, Line 4a - Severance PaymentsJames G. Terwilliger received severance of $232,106 from IU Health during 2014. This amount is included in column b (iii), other reportable compensation. Norman G. Tabler, Jr. received severance of $186,657 from IU Health during 2014. This amount is included in column b (iii), other reportable compensation.
Schedule J, Part I, Line 4b - Supplemental Nonqualified Retirement PlanDaniel F. Evans, Jr., Ryan C. Kitchell, Mary Beth Claus, Dennis M. Murphy, John C. Kohne, M.D., Jonathan E. Gottlieb, M.D., Linda Q. Everett, R.N., Herbert C. Buchanan, Jr., James G. Terwilliger, Jeffrey L. Sperring, M.D., Jonathan R. Goble, Marilyn L. Cox, R.N., Steven L. Wantz, Ronald L. Stiver, Sheriee C. Ladd, William F. McConnell, Jr., and James T. Parker 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. The following executives have amounts included in column c, deferred compensation, representing the current year unvested contributions made under the supplemental executive retirement plan: - Ryan C. Kitchell - Mary Beth Claus - Dennis M. Murphy - Jonathan E. Gottlieb, M.D. - Herbert C. Buchanan, Jr. - Jeffrey L. Sperring, M.D. - Jonathan R. Goble - Steven L. Wantz - Ronald L. Stiver - Sheriee C. Ladd - James T. Parker No amounts were actually paid to these executives during the year. The following executives have amounts included in column b(iii), other reportable compensation, representing the current year vested amounts received under the supplemental executive retirement plan: - Daniel F. Evans, Jr. ($6,645,085) - John C. Kohne, M.D. ($69,172) - Linda Q. Everett, R.N. ($84,847) - James G. Terwilliger ($268,498) - Marilyn L. Cox, R.N. ($11,960) - William F. McConnell, Jr. ($160,932)
Schedule J, Part I, Line 7 - Non-Fixed PaymentsAmounts disclosed in Column B(ii) include a long-term and short-term incentive for certain executives and short-term incentive for other employees. Although these plans are based on a fixed formula that has been approved by the Board of Directors based upon certain qualitative and quantitative factors and goals, all discretionary incentive plans must be approved by the Committee on Personnel and Compensation and Board of Directors prior to any incentive payout.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
A35161140945479RAH02006-01-24$325,003,005SERIES 2006A BONDSfalsefalsefalse
INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
B35161140945479RBL02006-09-14$387,109,760SERIES 2006B BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
C3516023162013-11-26$18,783,695TAX-EXEMPT LEASE, 2010falsefalsefalse
INDIANA FINANCE AUTHORITY
D35160231645471AEB42011-04-19$228,195,000SERIES 2011A, B, C, D, AND E BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$348,013,874$0$29,904,769$0$1,879,058$0$0$316,230,047$0$02007falsefalseYes (true)Yes (true)
B$42,985,000$0$388,586,019$0$0$0$2,286,019$0$0$0$386,300,000$02006Yes (true)falseYes (true)Yes (true)
C$0$0$18,783,695$0$0$0$0$0$0$18,783,695$0$02010Yes (true)falseYes (true)Yes (true)
D$36,470,000$0$228,203,281$0$0$0$740,000$0$0$70,008,281$157,455,000$02012Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalse0.00000falseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalse0.00000falseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalse0.00000falseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalse0.00000falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd
0
AfalsefalsefalseYes (true)falsefalsefalse0Yes (true)Yes (true)
0
BfalsefalseYes (true)falsefalsefalseYes (true)SEE PART VIfalseYes (true)Yes (true)
0
CfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
DfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Page 1a, Part I, Line A, Column (f) - Description of PurposeThe Series 2006A bonds were issued in order to provide funding for the new construction of buildings and structures and the purchase of equipment.
Schedule K, Page 1a, Part I, Line B, Column (f) - Description of PurposeThe Series 2006B Bonds were issued in order to refund the Series 1996B and C, 2000B and C, and 2003H and I Bonds. The Series 1996B and C, 2000B and C, and 2003H and I Bonds were issued on December 31, 1996, November 21, 2000, and August 12, 2003, respectively.
Schedule K, Page 1a, Part I, Line C, Column (f) - Description of PurposeThe Tax-Exempt Lease, 2010, was modified and reissued on November 26, 2013. The original tax-exempt lease was entered into on April 9, 2010 and was used to provide funding for the purchase of critical care aircraft.
Schedule K, Page 1a, Part I, Line D, Column (f) - Description of PurposeThe Series 2011A, B, C, D, and E Bonds were issued to provide funding for the new construction of buildings and structures and the purchase of equipment. Additionally, the Bonds were issued in order to refund the Series 2008A, C, and D Bonds and pay off a taxable line of credit that refunded the Series 2008B Bonds. The Series 2008A, B, C, and D Bonds were issued on September 11, 2008.
Schedule K, Page 1a, Part II, Line 3 - Total Proceeds of IssueTotal proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceeds: Column A Series 2006A Bonds: Issue Price: $325,003,005 Earnings: $23,010,869 Total Proceeds: $348,013,874 Column B Series 2006B Bonds: Issue Price: $387,109,760 Earnings: $1,476,259 Total Proceeds: $388,586,019 Column D Series 2011A,B,C,D,E Bonds: Issue Price: $228,195,000 Earnings: $8,281 Total Proceeds: $228,203,281
Schedule K, Page 1b, Part I, Line A, Column (f) - Description of PurposeThe Series 2011H and I Bonds were issued in order to refund the Series 2005A, B, C, and D Bonds. The Series 2005A, B, C, and D Bonds were issued on November 15, 2005. On August 25, 2014, through the Indiana Finance Authority, IU Health reissued its Series 2011H and I bonds. The transaction was accounted for as a modification of debt. As part of the reissuance, the rate calculation methodology for each was amended resulting in a reduction to the rate applicable to each; the principal payment schedule was amended; and the bank purchase period was extended to November of 2017. As part of the reissuance, the Series 2011H and I Bonds were treated as being currently refunded on August 25, 2014. The original Series 2011H and I Bonds were issued on May 5, 2011.
Schedule K, Page 1b, Part I, Line B, Column (f) - Description of PurposeThe Series 2011L and M Bonds were issued in order to provide funding for the new construction of buildings and structures and the purchase of equipment.
Schedule K, Page 1b, Part I, Line C, Column (f) - Description of PurposeThe Series 2011N Bonds were issued in order to refund the Series 2011E bonds issued on April 19, 2011, refund the 2011F and G Bonds issued on May 5, 2011, and to pay off a portion of a taxable line of credit, which was used to provide funding for the new construction of buildings and structures and 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 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 1b, Part I, Line D, Column (f) - Description of PurposeThe Series 2014A Bonds were issued in order to advance refund the Series 2006 and Series 2009A Bonds of Indiana University Health Ball Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, and to pay certain expenses related to the issuance. The Series 2006 and Series 2009A Bonds were issued on May 31, 2006 and December 8, 2009, respectively.
Schedule K, Page 1b, Part II, Line 3 - Total Proceeds of IssueTotal proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceeds: Column B Series 2011L and 2011M Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Column C Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068
Schedule K, Page 2a, Part III, Lines 4, 5, and 6 - P.B.U. PercentagesIU Health generally only finances a portion of each project with tax-exempt bonds.
Schedule K, Page 2a, Part IV, Column A, Line 2c - Date of Rebate Comp.January 24, 2011
Schedule K, Page 2b, Part III, Lines 4, 5, and 6 - P.B.U. PercentagesIU Health generally only finances a portion of each project with tax-exempt bonds.
Schedule K, Page 3a, Part IV, Column A, Line 6 - Available Temp. PeriodAny gross proceeds invested beyond the temporary period were yield restricted.
Schedule K, Page 3a, Part IV, Column B, Line 5 b & c - Name/Term of GICGIC provided by Citigroup Financial Products, Inc. with a term of 0.3 years.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
INDIANA FINANCE AUTHORITY
A3516023162014-08-25$138,110,000SERIES 2011H AND I BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
B3516023162011-05-25$111,435,000SEIRES 2011L AND M BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
C3516023162011-12-07$221,617,127SERIES 2011N BONDSfalsefalsefalse45471AFX5
INDIANA FINANCE AUTHORITY
D3516023162014-10-14$80,777,895SERIES 2014A BONDSfalsefalsefalse45471ANR9

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$138,110,000$0$0$0$0$0$0$0$138,110,000$02014Yes (true)falseYes (true)Yes (true)
B$0$0$111,437,829$0$0$0$363,690$0$0$111,074,139$0$02012falsefalseYes (true)Yes (true)
C$40,060,000$0$221,624,068$0$0$0$2,148,553$0$0$24,728,315$194,747,200$02013Yes (true)falsefalseYes (true)
D$11,535,000$0$80,777,895$0$0$79,984,397$793,499$0$0$0$0$02014falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalse0.00000falseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalse0.00000falseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalse0.00000falseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalse0.00000falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)
0
BfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)
0
CfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
DfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Schedule L IRS990ScheduleL

FieldValueIRS element (for citing)
Total Balance Due$0TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
JACQUELINE S GOODRICH RN
SEE PART V$44,030SEE PART Vfalse
RACHEL SMITH
SEE PART V$70,300SEE PART Vfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV, Columns (b) and (d) - Relationships and DescriptionsFormAndLineReferenceDesc
ExplanationJacqueline S. Goodrich, R.N., the daughter-in-law of David W. Goodrich, a member of IU Health's Board of Directors, served and was compensated as an employee of IU Health. Rachel Smith, the sister of Dawn Moore-Jefferson, a key employee of IU Health, served and was compensated as an employee of IU Health.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 4a - Statement of Program Service AccomplishmentsIndiana University Health, Inc. ("IU Health") is the parent organization of the IU Health System. The following is a brief summary of the IU Health system and its 2014 program service accomplishments: IU Health System IU Health is the state's largest and most comprehensive health system. With 18 hospitals in 15 Indiana communities, and nearly 24,000 team members, IU Health enjoys a unique partnership with Indiana University School of Medicine ("IU School of Medicine"), one of the nation's leading medical schools, which gives patients access to innovative treatments and therapies. Millions of people annually, from across Indiana and beyond, receive nationally recognized, patient-centered care at IU Health. In 2014, the IU Health system provided care to patients through 130,975 inpatient admissions and more than 2.5 million outpatient visits. Our Mission IU Health, a statewide academic health system formed in 1997, is dedicated to improving the health of our patients and communities through innovation and excellence in care, education, research and service. Our Values - Total patient care, including mind, body and spirit - Excellence in education for healthcare providers - Quality of care and respect for life - Charity, equality and justice in healthcare - Leadership in health promotion and wellness - Excellence in research - An internal community of mutual trust and respect Our Vision IU Health strives to be a preeminent leader in clinical care, education, research and service. Our excellence is measured by objective evidence and established best practices. Exemplary levels of respect and dignity are given to patients and their families, while professionalism and collegiality mark relationships between employees and physicians. IU Health continues to focus on innovation and excellence through collaboration among its partner hospitals and its affiliation with IU School of Medicine. Statewide Community Benefit Summary Every day, thousands of Hoosiers receive high-quality, patient-focused care in IU Health hospitals and healthcare facilities. This commitment extends to improving the health of communities through coordinated outreach efforts designed to meet pressing community health needs. IU Health follows federal guidelines for reporting community benefit- programs and services designed to improve health in communities and increase access to healthcare- and other community investments. As defined by these guidelines, community benefit includes charity care, unreimbursed costs of government sponsored programs and support for medical research and other healthcare services that provide care to promote health and wellness in response to identified community needs. In 2014, IU Health invested over $455 million in community benefit and over $585 million in community investments. In total, these contributions served more than 1 million people across the state. 2014 Community Benefit Needs and Priorities To gain a better understanding of the most critical health needs in Indiana, the IU Health system conducted a comprehensive CHNA in every community we serve. The CHNA process identified four common priority needs across the state. These four needs were endorsed by the IU Health Board of Directors and will shape the organization's community outreach priorities through 2015: 1. Access to healthcare 2. Obesity prevention 3. Pre-K - 12 education 4. Behavioral health Access for Everyone In nearly every Indiana community, you'll find people who are unable to access quality, affordance healthcare. Poverty, unemployment and a lack of low-cost healthcare options, such as free clinics, all contribute to the challenges of accessing care. IU Health is committed to helping those in need get the care they need, which means treating all patients, regardless of their ability to pay. To accomplish this goal, we offer a range of services to our communities: Screenings for life: From breast exams and cervical cancer screenings to heart scans, IU Health offers free screenings to low-income individuals across the state-in schools, health fairs and local malls. Affordable care: From the Community Health Center in La Porte to the Volunteers in Medicine Clinic in Bloomington, IU Health provides financial support to free and reduced-cost clinics across Indiana. In collaboration with local physician offices, we opened a new walk-in facility in White County, so residents could receive urgent care after business hours without visiting a hospital or traveling across counties. Navigating insurance: IU Health has trained financial navigators at each of our hospitals to help residents make sense of the new insurance landscape. We also have counselors on site to enroll people in state assistance programs or our own financial assistance programs. Financial aid: IU Health provided more than $147 million in free or reduced care to more than 114,000 patients in 2014. Patients can access the financial assistance application online at iuhealth.org/helpwithbills. Tackling Obesity We hear it on the news all the time: Obesity has become an epidemic in the United States, and Indiana is no exception. In fact, Indiana ranks ninth in the nation in its percentage of obese adults, according to the Centers for Disease Control and Prevention. At IU Health we are working to reverse that trend. In cooperation with schools, community centers and other agencies, we are educating children and their families about nutrition and staying fit, creating healthier school environments and increasing access to safe places where people can enjoy the benefits (and the fun) of physical activity. IU Health supports a wide range of programs that educate children and their families about healthy habits. In collaboration with the 500 Festival, IU Health reached more than 3,000 fourth-graders from throughout Indiana at the Indianapolis Motor Speedway. Through an interactive video led by race car driver James Hinchcliffe, students burned calories and learned how to fuel their bodies with healthy snacks. With funding from the IU Health Strong Schools program, 23 elementary schools in Indiana are becoming centers of health for entire communities. Thanks to IU Health Strong School grants, 9,000 students increased their physical activity by 28 percent, from 39 to 50 minutes, through "brain boosters", pedometer programs and yoga in the classroom. Pre-K - 12 Education Nearly 40 percent of Indiana children arrive at kindergarten unprepared, emotionally, socially and intellectually. Closing this learning gap early is vital. Children who are not reading at grade level by third grade typically do not catch up. For these children, the risk of dropping out rises while the chance of earning a college degree declines sharply. In 2011, IU Health teamed up with the Indiana Association of United Ways to expand Kindergarten Countdown, a program designed to narrow the educational gap of at-risk children by giving incoming kindergarteners a jump start at a successful school experience. At Kindergarten Countdown camps, classes of 20 to 30 children enjoy half-day camp experiences for four weeks. Experienced kindergarten teachers and assistants lead the camps. Volunteers-including many team members from IU Health-engage in one-on-one learning and read to the students. Kindergarten Countdown camps include a planned curriculum and activities that reinforce the skills students need for success in school. To encourage reading, campers receive a free book each day they attend camp. For many, it is the first book they ever owned. IU Health team members donate books to the camp. Most camps also provide transportation to ensure kids can get to camp and experience riding the bus before their first day of kindergarten. The camp experience provides essential academic and social skills so that young children are primed and ready for kindergarten. Behavioral Health Not a day goes by when more than half of us experience negative situations that impact our physical and mental health. At IU Health, we are committed to decreasing the number of poor mental health days Hoosiers experience by increasing our behavioral health staff and facilities across the state, improving access to screenings and building capacity through grants. SBIRT screening (Screening, Brief Intervention and Referral to Treatment) helps to identify individuals who are at risk for substance abuse. This effective intervention has been proven to reduce harmful alcohol use by up to 39 percent and illicit drug use rates by 68 percent.
Part V, Line 4b - Name of Foreign CountriesIn addition to the Cayman Islands, IU Health also has an interest in financial accounts in the following foreign countries: Canada Greece Hungary Indonesia Japan Mexico United Kingdom
Part VI, Section A, Line 2 - Family or Business RelationshipsRyan C. Kitchell served as an Officer and on the Board of Directors of CHV Capital, Inc. ("CHV Capital"). John C. Kohne, M.D., Dennis M. Murphy, and Ronald L. Stiver also served on the Board of Directors of CHV Capital. No additional compensation was provided to these individuals for their service. James T. Parker served as an Officer and on the Board of Directors of Indiana University Health Plans, Inc. ("IU Health Plans"). Ryan C. Kitchell and Dennis M. Murphy also served on the Board of Directors of IU Health Plans. No additional compensation was provided to these individuals for their service. Ryan C. Kitchell, Dennis M. Murphy, and Jonathan E. Gottlieb, M.D. served on the Board of Directors of Indiana University Health ACO, Inc. No additional compensation was provided to these individuals for their service. John C. Kohne, M.D. and Linda Q. Everett, R.N. served on the Board of Managers of Senate Street Surgery Center, LLC. No additional compensation was provided to these individuals for their service. Jeffrey L. Sperring, M.D. and Russell A. Williams served on the Board of Managers of ROC Surgery, LLC. No additional compensation was provided to these individuals for their service. J. Scott Davison served as an Officer and on the Board of Directors of America United Mutual Insurance Holding Company. David W. Goodrich and Michael A. McRobbie also served on the Board of Directors of American United Mutual Insurance Holding Company.
Part VI, Section A, Line 4 - Significant Changes to Governing DocumentsIU Health filed Amended and Restated Articles of Incorporation with the Indiana Secretary of State on June 24, 2014. The Amended and Restated Articles of Incorporation changed the size and election or appointment of IU Health's Board of Directors as follows: (a) The number of At-Large Directors decreased from Ten (10) to Eight (8). (b) The number of directors appointed as "Methodist Standing Directors" increased from One (1) to Three (3). (d) The number of directors appointed as "University Standing Directors" increased from One (1) to Three (3). The President and Chief Executive Officer of the Corporation remained as an ex officio director.
Part VI, Section A, Line 6, 7a and 7b - Members or StockholdersLine 6: There shall be two classes of members of the Corporation. One class, known as the University Class, shall consist of those persons serving from time to time as the Trustees of Indiana University. The other class, known as the Methodist Class, shall consist of the Members of the Methodist Health Group, Inc. Line 7a: Except as otherwise provided, the University Class shall have one vote (regardless of the number of persons in that class) on each matter submitted to a vote at an annual or special meeting of the members of the Corporation, and the Methodist Class shall have one vote (regardless of the number of persons in that class) on each matter submitted to a vote at an annual or special meeting of the members of the Corporation. 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 Hospital's 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 990IU Health used a thorough process to review the Form 990 prior to its filing. The EVP & CFO and SVP & General Counsel each reviewed and approved the Form 990. 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 4. Schedule L - Transactions with Interested Persons The Board of Directors' Audit Committee also reviewed and approved the Form 990. Following the review and approval of the aforementioned individuals and committees, a complete copy of the Form 990 as made available to each board member on a secure intranet site. Each member was also informed of the availability of the Tax Department to answer any questions.
Part VI, Section B, Line 12c - Conflict of Interest PolicyAll IU Health employees, associates, colleagues and contracted personnel, including employed physicians and paid medical directors ("IU Health Representatives") are covered by and subject to its Conflict of Interest Policy. IU Health regularly and consistently monitors and enforces compliance with the policy through the following procedures: (a) On an annual basis, each IU Health Representative at the level of Manager or above, together with every other person designated by the Corporate Compliance Department ("Department"), must complete, sign and submit a Conflict of Interest Questionnaire ("Questionnaire") to the Department. Governing board members, committee members, corporate officers, medical staff and researchers must comply with the administrative requirements noted in the respective policies and procedures relative to those areas. (b) An IU Health Representative must supplement a Questionnaire in writing, if after completion of the original Questionnaire, a situation arises, or may reasonably be expected to arise, that would change any answer or information on the original Questionnaire if the situation had existed or been anticipated at the time of completion of the original Questionnaire. (c) If a fully and properly completed Questionnaire reveals facts or other information that might reasonably indicate a Conflict of Interest or violation of the policy, the IU Health Representative completing the questionnaire must secure approval by his/her supervisor, evidenced in writing. (d) The Department will review each Questionnaire and determine whether a Conflict of Interest exists and, if so, whether and how it should or may be eliminated, avoided or managed in order to comply with the spirit of the policy and with the best interests of IU Health and its patients. In making the determination, the Corporate Compliance Department may consult with the IU Health Representative's supervisor and other appropriate individuals and groups. (e) The scope of the policy is not limited to those who are required to complete Questionnaires. If an IU Health Representative is involved in a situation or relationship that would constitute a violation of the policy in the absence of disclosure and approval as described above, then the IU Health Representative must disclose the matter to his/her supervisor, secure his/her supervisor's approval in writing, and disclose the matter to the Department. Otherwise, the IU Health Representative is in violation of the policy and subject to corrective action, up to and including termination. (f) The Chief Compliance Officer, in consultation with onsite Compliance personnel, may from time to time appoint standing or ad hoc committees to assist in resolving issues that arise under provisions of the policy.
Part VI, Section B, Line 15 - Process for Determining CompensationIU 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 Hay Group. Hay Group 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. Hay Group 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 Hay Group'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 Hay Group. 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 Hay Group 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 DisclosureIU Health's Articles of Incorporation are available for public inspection through the Indiana Secretary of State's web-site. IU Health's conflict of interest procedures are disclosed on the 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 VII, Section A, Line 1a, Column (B) - Average hours per weekJonathan R. Goble was an employee of Indiana University Health North Hospital, Inc. during a portion of 2014 in which he devoted an average of 55 hours per week. He was also employee of IU Health during a portion of 2014 in which he devoted an average of 55 hours per week.
Part XI, Line 9 - Other Changes in Net Assets or Fund BalancesDuring 2014, IU Health recorded the following other changes in net assets or fund balances: Equity Transfer (Joint Venture): 2,218,086 Other: -5,000 Net Asset Transfer (Related Organization): -91,458 Mark-to-Market on Interest Rate Swaps: -683,292 Income/(Loss) - Related 501(c)(3) Organizations: -1,258,578 Change in Pension Obligation: -11,207,990 Equity Transfer (Settlement of Debt): -117,486,473

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CCCG LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204203949966HEALTHCAREIN$0-$28,125IUH
CCSG LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204261921481HEALTHCAREIN$49,375-$82,826IUH
CLARIAN QUALITY PARTNERS LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204263603579HEALTHCAREIN$64-$104IUH
CLARIAN SAXONY MEDICAL CENTER LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204262414219HEALTHCAREIN$0$0IUH
HEART PARTNERS OF INDIANA LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204201123537HEALTHCAREIN$563,520$251,884IUH
IU HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204800141954MANAGEMENTIN$4,570,052$0IUH
IU HEALTH SAXONY SURGERY CENTER LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204275271091HEALTHCAREIN$1,340,569$0IUH
IUH POPULATION HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204463913461HEALTHCAREIN$15,967,619$10,634,567IUH
ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351348013HEALTHCAREIN$10,199,542$2,694,563IUH
SENATE HEALTH PLAN SOLUTIONS LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204273736054MANAGEMENTIN$0$4,830,171IUH

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (44 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Clarian Transplant Institute Inc
950 N Meridian St Ste 800IndianapolisIN46204134350599HealthcareIN501(c)(3)9IUHYes (true)
Goshen Health System Inc
200 High Park AveGoshenIN46527351974765HealthcareIN501(c)(3)11 IIUHYes (true)
Goshen Hospital Association Inc
200 High Park AveGoshenIN46527356001540HealthcareIN501(c)(3)3GHSYes (true)
HealthLINC Incorporated
950 N Meridian St Ste 800IndianapolisIN46204263571507HealthcareIN501(c)(3)9IUHBYes (true)
Indiana Health Info Exchange Inc
846 N Senate AveIndianapolisIN46202364550324HealthcareIN501(c)(3)11 INAfalse
Indiana Radiology Partners Inc
950 N Meridian St Ste 800IndianapolisIN46204201017034HealthcareIN501(c)(3)3IUHYes (true)
IU Health Arnett Foundation Inc
950 N Meridian St Ste 800IndianapolisIN46204356079797FundraisingIN501(c)(3)11 IIUHAYes (true)
IU Health Arnett Inc
950 N Meridian St Ste 800IndianapolisIN46204263162145HealthcareIN501(c)(3)3IUHYes (true)
IU Health Ball Memorial Hospital Inc
950 N Meridian St Ste 800IndianapolisIN46204350867958HealthcareIN501(c)(3)3IUHYes (true)
IU Health Ball Memorial Physicians Inc
950 N Meridian St Ste 800IndianapolisIN46204351925641HealthcareIN501(c)(3)9IUHBMHYes (true)
IU Health Bedford Inc
950 N Meridian St Ste 800IndianapolisIN46204237042323HealthcareIN501(c)(3)3IUHYes (true)
IU Health Blackford Hospital Inc
950 N Meridian St Ste 800IndianapolisIN46204010646166HealthcareIN501(c)(3)3IUHBMHYes (true)
IU Health Bloomington Inc
950 N Meridian St Ste 800IndianapolisIN46204351720796HealthcareIN501(c)(3)3IUHYes (true)
IU Health BMH Foundation Inc
950 N Meridian St Ste 800IndianapolisIN46204311111784FundraisingIN501(c)(3)11 IIUHBMHYes (true)
IU Health Care Associates Inc
950 N Meridian St Ste 800IndianapolisIN46204351747218HealthcareIN501(c)(3)9IUHYes (true)
IU Health Goshen Foundation Inc
200 High Park AveGoshenIN46527462565300FundraisingIN501(c)(3)11 IGHSYes (true)
IU Health LaPorte Hospital Inc
PO Box 250LaPorteIN46352351125434HealthcareIN501(c)(3)3IUHYes (true)
IU Health LaPorte Physicians Inc
PO Box 250LaPorteIN46352311070868HealthcareIN501(c)(3)3IUHLHYes (true)
IU Health Morgan Inc
950 N Meridian St Ste 800IndianapolisIN46204273533027HealthcareIN501(c)(3)3IUHYes (true)
IU Health North Hospital Inc
950 N Meridian St Ste 800IndianapolisIN46204351932442HealthcareIN501(c)(3)3IUHYes (true)
IU Health Paoli Hosp Foundation Inc
950 N Meridian St Ste 800IndianapolisIN46204310992486FundraisingIN501(c)(3)9IUHPYes (true)
IU Health Paoli Inc
950 N Meridian St Ste 800IndianapolisIN46204352090919HealthcareIN501(c)(3)3IUHBYes (true)
IU Health Tipton Hospital Inc
950 N Meridian St Ste 800IndianapolisIN46204262772226HealthcareIN501(c)(3)3IUHYes (true)
IU Health West Hospital Inc
950 N Meridian St Ste 800IndianapolisIN46204351814660HealthcareIN501(c)(3)3IUHYes (true)
IU Health White Mem Hosp Fndtn Inc
PO Box 952MonticelloIN47960351671806FundraisingIN501(c)(3)11 III-FIIUHWMHYes (true)
IU Health White Memorial Hospital Inc
950 N Meridian St Ste 800IndianapolisIN46204273532963HealthcareIN501(c)(3)3IUHYes (true)
IU Medical Group Foundation Inc
340 W 10th St No FS5100IndianapolisIN46202201093251FundraisingIN501(c)(3)11 IINAfalse
LaPorte Hospital Foundation Inc
PO Box 250LaPorteIN46352310952775FundraisingIN501(c)(3)11 INAfalse
Methodist Health Foundation Inc
1800 N Capitol AveIndianapolisIN46202356043086FundraisingIN501(c)(3)11 IIUHYes (true)
Methodist Health Group Inc
950 N Meridian St Ste 800IndianapolisIN46204350876390HealthcareIN501(c)(3)11 III-FINAfalse
Methodist Medical Group Inc
950 N Meridian St Ste 800IndianapolisIN46204351945384HealthcareIN501(c)(3)3IUHYes (true)
Methodist Occup Health Centers Inc
950 N Meridian St Ste 800IndianapolisIN46204351844176HealthcareIN501(c)(3)3IUHYes (true)
Methodist Research Institute Inc
950 N Meridian St Ste 800IndianapolisIN46204352023710HealthcareIN501(c)(3)11 IIUHYes (true)
MH Healthcare Inc
950 N Meridian St Ste 800IndianapolisIN46204351766531HealthcareIN501(c)(3)3MMGYes (true)
Morgan Co Mem Hosp Foundation Inc
950 N Meridian St Ste 800IndianapolisIN46204352035162FundraisingIN501(c)(3)11 IIIUHMHYes (true)
Morgan Co Mem Hosp Guild Inc
950 N Meridian St Ste 800IndianapolisIN46204310886844FundraisingIN501(c)(3)11 III-FIIUHMHYes (true)
Morgan Health Services Inc
950 N Meridian St Ste 800IndianapolisIN46204351968564HealthcareIN501(c)(3)3IUHMHYes (true)
Rehabilitation Hospital of Indiana Inc
4141 Shore DrIndianapolisIN46254351786005HealthcareIN501(c)(3)3MHHYes (true)
RHI Foundation Inc
4141 Shore DrIndianapolisIN46254351932349FundraisingIN501(c)(3)11 IRHIYes (true)
The Cheer Guild of Riley Hos for Child
705 Riley Hospital DrIndianapolisIN46202356018517FundraisingIN501(c)(3)11 III-FINAfalse
University Family Physicians Inc
950 N Meridian St Ste 800IndianapolisIN46204237427350HealthcareIN501(c)(3)9IUHCAYes (true)
MDwise Marketplace Inc
1200 Madison AveIndianapolisIN46225465270582InsuranceIN501(c)(4)N/AIUHYes (true)
MDwise Network Inc
1200 Madison AveIndianapolisIN46225472619552InsuranceIN501(c)(4)N/AIUHYes (true)
Tipton Co Health Care Foundation Inc
950 N Meridian St Ste 800IndianapolisIN46204311231905FundraisingIN501(c)(3)11 IIUHTHYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
Ball Outpatient Sur Ctr LLC
569 Brookwood Village Ste 901BirminghamAL35209270275794HealthcareINBOSCHN/A$0$0false$0false0.00000
Beltway Surgery Centers LLC
569 Brookwood Village Ste 901BirminghamAL35209352072586HealthcareINBSCHN/A$0$0false$0false0.00000
Bloomington Endo Centers LLC
PO Box 1149BloomingtonIN47402352117943HealthcareINIUHBN/A$0$0false$0false0.00000
BOSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454147343HealthcareINIUHRELATED$1,934,797$6,061,665false$0false0.51000
BSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204452314634HealthcareINIUHRELATED$18,352,251$23,704,823false$0false0.51000
Cardinal Health Init LLC
950 N Meridian St Ste 800IndianapolisIN46204300102702PurchasingINIUHBMHN/A$0$0false$0false0.00000
CHV Fund I LLC
950 N Meridian St Ste 800IndianapolisIN46204262523206Venture CapitalINIUHEXCLUDED$81,496$18,834,046false$0false1.00000
CHV Fund II Management LLC
950 N Meridian St Ste 800IndianapolisIN46204371717823Venture CapitalINCHVN/A$0$0false$0false0.00000
CHV Fund II LLC
950 N Meridian St Ste 800IndianapolisIN46204800902337Venture CapitalINIUHEXCLUDED-$1,600$3,499,999false$0false1.00000
CHV Fund Management LLC
950 N Meridian St Ste 800IndianapolisIN46204262523151Venture CapitalINCHVN/A$0$0false$0false0.00000
Clarian Health Network LLC
950 N Meridian St Ste 800IndianapolisIN46204352055030HealthcareINIUHRELATED$0$0false$0false0.66700
Eagle High Surg Center LLC
569 Brookwood Village Ste 901BirminghamAL35209352259204HealthcareINEHSCHN/A$0$0false$0false0.00000
EHSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454147879HealthcareINIUHRELATED$3,238,616$4,403,847false$0false0.51000
Health Venture Management LLC
950 N Meridian St Ste 800IndianapolisIN46204205740218ManagementINIUHUNRELATED$781,710$2,238,145false$561,488false0.99000
IEC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454148032HealthcareINIUHRELATED$2,802,640$3,651,832false$0false0.51000
Indiana Endoscopy Centers LLC
569 Brookwood Village Ste 901BirminghamAL35209208398421HealthcareINIECHN/A$0$0false$0false0.00000
IUH Saxony Surgery Ctr LLC
569 Brookwood Village Ste 901BirminghamAL35209275271091HealthcareINSSCHN/A$0$0false$0false0.00000
ROC Surgery LLC
569 Brookwood Village Ste 901BirminghamAL35209271497960HealthcareINROCSHN/A$0$0false$0false0.00000
ROCS Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454148369HealthcareINIUHRELATED$1,630,861$2,871,222false$0false0.51000
Senate St Surgery Center LLC
569 Brookwood Village Ste 901BirminghamAL35209421709357HealthcareINSSSCHN/A$0$0false$0false0.00000
SSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204464472887HealthcareINIUHRELATED$333,514$3,696,329false$0false0.51000
SSSC Holdings LLC
950 N Meridian St Ste 800IndianapolisIN46204454148167HealthcareINIUHRELATED$2,734,725$3,831,463false$0false0.51000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
BMH Medical Pavilion Association Inc
2525 W University AveMuncieIN47303351858408Condo ManagementINIUHBMHC$0$00.00000Yes (true)
Cardinal Health Ventures Inc
950 N Meridian St Ste 800IndianapolisIN46204351611424ManagementINIUHBMHC$0$00.00000Yes (true)
CHV Capital Inc
950 N Meridian St Ste 800IndianapolisIN46204260752507Venture CapitalINIUHC$875,274$281,8321.00000Yes (true)
IU Health 457(B) Plan
1100 N Market StWilmingtonDE19890476948347InvestmentsINIUHT$425,456$01.00000Yes (true)
IU Health ACO Inc
950 N Meridian St Ste 800IndianapolisIN46204454421020HealthcareINIUHC$0$01.00000Yes (true)
IU Health Board Designated Trust
400 Howard StSan FranciscoCA94105306309021InvestmentsINIUHT$15,049,630$222,423,0881.00000Yes (true)
IU Health NTGI S&P500 Fund CF
PO Box 804358ChicagoIL60680306298263InvestmentsINIUHT$11,290,155$277,990,6361.00000Yes (true)
IU Health Plans Holding Company Inc
950 N Meridian St Ste 800IndianapolisIN46204463794815InsuranceINIUHC$2,073$1,500,5731.00000Yes (true)
IU Health Plans NFP Inc
950 N Meridian St Ste 800IndianapolisIN46204463803873InsuranceINIUHPHCC$0$00.00000Yes (true)
IU Health Plans Inc
950 N Meridian St Ste 800IndianapolisIN46204262127080HMOINIUHC$134,838,757$13,186,4151.00000Yes (true)
IU Health Risk Purchasing Group Inc
151 Meeting St Ste 301CharlestonSC29401260202446InsuranceINIUHC$0$8,0041.00000Yes (true)
IU Health Risk Retention Group Inc
151 Meeting St Ste 301CharlestonSC29401201107674InsuranceSCIUHC$4,094,077$50,990,0940.97000Yes (true)
IU Health Southern IN Physicians Inc
PO Box 1149BloomingtonIN47402351913875HealthcareINIUHBC$5,558,325$1,412,1160.07692Yes (true)
IUH Assurance SPC Ltd
980395429InsuranceIUHC$22,108,573$95,560,8691.00000Yes (true)PO BOX 69 94 SOLARIS AVECAMANA BAYGRAND CAYMANCJCJ
Occ-Health Revenue Systems Inc
950 N Meridian St Ste 800IndianapolisIN46204203308057Work Comp PPOINMOHCC$0$00.00000Yes (true)
Parkmor Drug Inc
1501 S Main StGoshenIN46526131394980Pharmacy SalesINGHSC$0$00.00000Yes (true)
PILR Inc
200 High Park AveGoshenIN46526204294750DevelopmentINGHSC$0$00.00000Yes (true)
Proteuo Fund LP
981075227InvestmentsIUHC$7,063,298$189,982,5651.00000Yes (true)PO BOX 31106 89 NEXUS WAYCAMANA BAYGRAND CAYMANCJCJ
Radiation Oncology Resources Inc
200 High Park AveGoshenIN46526262008424HealthcareINGHSC$0$00.00000Yes (true)
SCANS Inc
950 N Meridian St Ste 800IndianapolisIN46204453080392HealthcareINCHVF1C$0$00.00000Yes (true)
Univ Hlth (Shanghai) Mgt Con Co Ltd
ManagementUHMCC$0$00.00000Yes (true)88 CENTURY AVESHANGHAICHCH
University Health Management Inc
950 N Meridian St Ste 800IndianapolisIN46204272891143ManagementINCHVC$0$00.00000Yes (true)
University Health Mgmt (China) Inc
950 N Meridian St Ste 800IndianapolisIN46204273891311ManagementINCHVC$0$00.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (88 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
IU HEALTH ARNETT INC
A$12,702,957FMV
IU HEALTH BEDFORD INC
A$106,709FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
A$1,035,934FMV
IU HEALTH BLOOMINGTON INC
A$1,454,709FMV
GOSHEN HOSPITAL ASSOCIATION INC
A$1,209,095FMV
IU HEALTH PLANS INC
A$172,065FMV
IU HEALTH LAPORTE HOSPITAL INC
A$920,870FMV
IU HEALTH NORTH HOSPITAL INC
A$14,659,040FMV
IU HEALTH TIPTON HOSPITAL INC
A$883,452FMV
IU HEALTH WEST HOSPITAL INC
A$6,254,516FMV
IU HEALTH WHITE MEMORIAL HOSPITAL INC
A$1,158,718FMV
METHODIST RESEARCH INSTITUTE INC
B$2,109,566FMV
SSC HOLDINGS LLC
B$2,602,040FMV
INDIANA UNIVERSITY HEALTH PLANS INC
B$4,000,000FMV
MDWISE MARKETPLACE INC
B$2,479,450FMV
METHODIST HEALTH FOUNDATION INC
B$330,250FMV
METHODIST HEALTH FOUNDATION INC
C$4,358,840FMV
IU HEALTH ARNETT INC
J$294,011FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
J$110,065FMV
BELTWAY SURGERY CENTERS LLC
J$278,745FMV
EAGLE HIGHLANDS SURGERY CENTER LLC
J$56,250FMV
IU HEALTH CARE ASSOCIATES INC
J$4,457,040FMV
IU HEALTH NORTH HOSPITAL INC
J$1,783,347FMV
ROC SURGERY LLC
J$467,106FMV
SENATE STREET SURGERY CENTER LLC
J$72,500FMV
IU HEALTH WEST HOSPITAL INC
J$410,039FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
K$396,797FMV
IU HEALTH NORTH HOSPITAL INC
K$275,011FMV
IU HEALTH ACO INC
L$1,815,637FMV
IU HEALTH ARNETT INC
L$33,199,222FMV
IU HEALTH BEDFORD INC
L$3,355,435FMV
IU HEALTH BLACKFORD INC
L$1,034,176FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
L$27,878,095FMV
IU HEALTH BALL MEMORIAL PHYSICIANS INC
L$1,672,771FMV
BALL OUTPATIENT SURGERY CENTER LLC
L$753,944FMV
BELTWAY SURGERY CENTER LLC
L$3,789,781FMV
IU HEALTH BLOOMINGTON INC
L$11,953,603FMV
CLARIAN TRANSPLANT INSTITUTE INC
L$136,239FMV
EAGLE HIGHLANDS SURGERY CENTER LLC
L$1,127,812FMV
GOSHEN HOSPITAL ASSOCIATION INC
L$819,454FMV
INDIANA UNIVERSITY HEALTH PLANS INC
L$344,432FMV
INDIANA ENDOSCOPY CENTERS LLC
L$638,264FMV
INDIANA RADIOLOGY PARTNERS INC
L$1,906,895FMV
IU HEALTH CARE ASSOCIATES INC
L$26,774,314FMV
IU HEALTH LAPORTE HOSPITAL INC
L$1,921,074FMV
IU HEALTH MORGAN INC
L$2,708,259FMV
IU HEALTH NORTH HOSPITAL INC
L$19,372,724FMV
IU HEALTH PAOLI INC
L$1,468,422FMV
ROC SURGERY LLC
L$1,174,134FMV
IU HEALTH RISK RETENTION GROUP INC
L$1,679,230FMV
IU HEALTH SOUTHERN INDIANA PHYSICIANS INC
L$2,918,169FMV
SENATE STREET SURGERY CENTER LLC
L$1,359,131FMV
IU HEALTH TIPTON HOSPITAL INC
L$3,204,284FMV
IU HEALTH WEST HOSPITAL INC
L$16,655,165FMV
IU HEALTH WHITE MEMORIAL HOSPITAL INC
L$2,181,828FMV
IU HEALTH ARNETT INC
M$631,531FMV
IU HEALTH BLOOMINGTON INC
M$50,353FMV
CHV FUND I LLC
M$624,996FMV
CHV FUND II LLC
M$249,996FMV
CLARIAN TRANSPLANT INSTITUTE INC
M$3,322,255FMV
HEALTH VENTURE MANAGEMENT LLC
M$3,250,312FMV
INDIANA RADIOLOGY PARTNERS INC
M$112,231FMV
IU HEALTH CARE ASSOCIATES INC
M$73,062,594FMV
METHODIST OCCUPATIONAL HEALTH CENTERS INC
M$1,199,987FMV
IU HEALTH NORTH HOSPITAL INC
M$641,199FMV
IU HEALTH ARNETT INC
O$859,795FMV
IU HEALTH BEDFORD INC
O$306,360FMV
IU HEALTH BALL MEMORIAL HOSPITAL INC
O$1,186,780FMV
BELTWAY SURGERY CENTERS LLC
O$368,873FMV
IU HEALTH BLOOMINGTON INC
O$436,841FMV
IUH ASSURANCE SPC LTD
O$506,250FMV
IU HEALTH PLANS INC
O$122,208FMV
INDIANA RADIOLOGY PARTNERS INC
O$250,451FMV
IU HEALTH CARE ASSOCIATES INC
O$6,115,949FMV
IU HEALTH LAPORTE HOSPITAL INC
O$51,200FMV
IU HEALTH MORGAN INC
O$283,284FMV
IU HEALTH NORTH HOSPITAL INC
O$1,786,942FMV
IU HEALTH TIPTON HOSPITAL INC
O$655,230FMV
IU HEALTH WEST HOSPITAL INC
O$427,007FMV
IU HEALTH WHITE MEMORIAL HOSPITAL INC
O$135,187FMV
IUH ASSURANCE SPC LTD
R$5,652,458FMV
IU HEALTH RISK RETENTION GROUP INC
R$8,315,790FMV
BOSC HOLDINGS LLC
S$1,936,980FMV
BSC HOLDINGS LLC
S$18,545,692FMV
EHSC HOLDINGS LLC
S$3,212,235FMV
IEC HOLDINGS LLC
S$3,262,954FMV
ROCS HOLDINGS LLC
S$1,782,960FMV
SSSC HOLDINGS LLC
S$2,864,874FMV