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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T14:35:10-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351955872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BROC L BUDDE | InCareOfNm |
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3179624575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 800 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN C KITCHELL | PersonNm |
| Person Title | EVP & CFO | PersonTitleTxt |
| Signature | 2015-11-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL F EVANS JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN ST STE 800 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,480,807,321 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://IUHEALTH.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | Improve the health of our patients and community through innovation and excellence in care, education, research and service. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 16475 | TotalEmployeeCnt |
| Total Volunteers | 1300 | TotalVolunteersCnt |
| Total Gross UBI | $27,018,946 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,054,527 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,019,981 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,590,559 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,606,202,393 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,921,228,378 | CYProgramServiceRevenueAmt |
| PY Investment Income | $108,097,463 | PYInvestmentIncomeAmt |
| CY Investment Income | $92,003,496 | CYInvestmentIncomeAmt |
| PY Other Revenue | $33,348,549 | PYOtherRevenueAmt |
| CY Other Revenue | $35,232,190 | CYOtherRevenueAmt |
| PY Total Revenue | $2,764,668,386 | PYTotalRevenueAmt |
| CY Total Revenue | $3,065,054,623 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $58,491,480 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $26,602,082 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $983,584,208 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $915,443,840 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,487,063,108 | PYOtherExpensesAmt |
| CY Other Expenses | $1,581,685,116 | CYOtherExpensesAmt |
| PY Total Expenses | $2,529,138,796 | PYTotalExpensesAmt |
| CY Total Expenses | $2,523,731,038 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $235,529,590 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $541,323,585 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,247,801,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,936,254,384 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,751,787,096 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,068,800,066 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,496,014,519 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,867,454,318 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Improve the health of our patients and community through innovation and excellence in care, education, research and service. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,110,871,215 | ExpenseAmt |
| Grant | $26,602,082 | GrantAmt |
| Revenue | $2,961,614,888 | RevenueAmt |
| Desc | Indiana 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 | $2,110,871,215 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 839 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 16475 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BROC L BUDDE | PersonNm |
| Phone | 3179624575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 800 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| V WILLIAM HUNT | ||||||||||
| CHAIRMAN (PART. YR.)/DIRECTOR | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ANNE NOBLES | ||||||||||
| DIRECTOR/CHAIRMAN (PART. YR.) | 6.0 | 0.0 | Yes (X) | Yes (X) | $50,625 | $0 | $0 | |||
| THOMAS W CHAPMAN | ||||||||||
| ELECTED VICE-CHAIR (PART. YR.) | 6.0 | 0.0 | Yes (X) | Yes (X) | $17,000 | $0 | $0 | |||
| RANDALL L TOBIAS | ||||||||||
| ELECTED VICE-CHAIR (PART. YR.) | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAY L HESS MD | ||||||||||
| EX-OFFICIO VICE-CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $40,750 | $0 | $0 | |||
| DANIEL F EVANS JR | ||||||||||
| DIRECTOR/PRESIDENT & CEO | 61.0 | 0.0 | Yes (X) | Yes (X) | $8,074,963 | $0 | $31,654 | |||
| HON SARAH EVANS BARKER | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM R CAST MD | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $35,250 | $0 | $0 | ||||
| BISHOP MICHAEL J COYNER | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| J SCOTT DAVISON | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $33,000 | $0 | $0 | ||||
| CHARLES E GOLDEN | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $53,250 | $0 | $0 | ||||
| DAVID W GOODRICH | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $50,750 | $0 | $0 | ||||
| JAMES E LINGEMAN MD | ||||||||||
| DIRECTOR | 6.0 | 55.0 | Yes (X) | $42,542 | $877,616 | $16,900 | ||||
| ANGELA BARRON MCBRIDE | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $40,375 | $0 | $0 | ||||
| MICHAEL A MCROBBIE | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $26,250 | $0 | $0 | ||||
| GENE E ROBBINS | ||||||||||
| DIRECTOR (PARTIAL YR.) | 6.0 | 0.0 | Yes (X) | $25,000 | $0 | $0 | ||||
| RYAN C KITCHELL | ||||||||||
| TREASURER/EVP & CFO | 55.0 | 0.0 | Yes (X) | $891,178 | $0 | $192,210 | ||||
| MARY BETH CLAUS | ||||||||||
| SECRETARY/SVP & GENERAL COUNS. | 55.0 | 0.0 | Yes (X) | $459,032 | $0 | $94,543 | ||||
| DENNIS M MURPHY | ||||||||||
| EVP & COO | 55.0 | 0.0 | $1,254,844 | $0 | $439,919 | Yes (X) | ||||
| ERIC S WILLIAMS MD | ||||||||||
| EVP, ACADEMIC & MEDICAL AFF. | 25.0 | 25.0 | $232,678 | $171,131 | $132 | Yes (X) | ||||
| JOHN C KOHNE MD | ||||||||||
| INTERIM EVP & CME (PART. YR.) | 55.0 | 0.0 | $534,473 | $0 | $38,551 | Yes (X) | ||||
| JONATHAN E GOTTLIEB MD | ||||||||||
| EVP & CME (PARTIAL YR.) | 55.0 | 0.0 | $175,159 | $0 | $46,187 | Yes (X) | ||||
| LINDA Q EVERETT RN | ||||||||||
| EVP & CNE | 55.0 | 0.0 | $585,320 | $0 | $35,103 | Yes (X) | ||||
| HERBERT C BUCHANAN JR | ||||||||||
| PRESIDENT (MH/UH) (PART. YR.) | 55.0 | 0.0 | $225,173 | $0 | $50,226 | Yes (X) | ||||
| JAMES G TERWILLIGER | ||||||||||
| PRESIDENT (MH/UH) (PART. YR.) | 55.0 | 0.0 | $834,833 | $0 | $34,365 | Yes (X) | ||||
| JEFFREY L SPERRING | ||||||||||
| PRESIDENT (RH) | 55.0 | 0.0 | $498,531 | $0 | $113,929 | Yes (X) | ||||
| JONATHAN R GOBLE | ||||||||||
| PRESIDENT (SAX) | 55.0 | 55.0 | $431,656 | $121,352 | $128,528 | Yes (X) | ||||
| JONATHAN W CURTRIGHT | ||||||||||
| COO (MH/UH/SAX) | 55.0 | 0.0 | $365,451 | $0 | $35,040 | Yes (X) | ||||
| RUSSELL D WILLIAMS | ||||||||||
| COO (RH) | 55.0 | 0.0 | $254,208 | $0 | $32,339 | Yes (X) | ||||
| MARILYN L COX RN | ||||||||||
| SVP & CNO (RH) | 55.0 | 0.0 | $274,912 | $0 | $24,715 | Yes (X) | ||||
| LINDA K CHASE RN | ||||||||||
| VP & CNO (MH) | 55.0 | 0.0 | $231,188 | $0 | $27,289 | Yes (X) | ||||
| LORI K KNARR RN | ||||||||||
| VP & CNO (UH) | 55.0 | 0.0 | $211,271 | $0 | $31,120 | Yes (X) | ||||
| DAWN M MOORE-JEFFERSON | ||||||||||
| VP & CHIEF PHARMACY OFFICER | 55.0 | 0.0 | $235,270 | $0 | $19,906 | Yes (X) | ||||
| STEVEN L WANTZ | ||||||||||
| SVP, ADMIN. & CHIEF OF STAFF | 55.0 | 0.0 | $519,581 | $0 | $118,538 | Yes (X) | ||||
| RONALD L STIVER | ||||||||||
| PRESIDENT, CLINICAL SERVICES | 55.0 | 0.0 | $480,896 | $0 | $99,451 | Yes (X) | ||||
| SHERIEE C LADD | ||||||||||
| SVP, HUMAN RESOURCES | 55.0 | 0.0 | $440,275 | $0 | $78,646 | Yes (X) | ||||
| WILLIAM F MCCONNELL JR | ||||||||||
| SVP & CIO | 55.0 | 0.0 | $557,338 | $0 | $33,555 | Yes (X) | ||||
| JAMES T PARKER | ||||||||||
| SVP, HEALTH PLANS | 55.0 | 0.0 | $358,661 | $0 | $103,014 | Yes (X) | ||||
| NORMAN G TABLER JR | ||||||||||
| FORMER SECRETARY/SVP & GC | 0.0 | 0.0 | $220,071 | $0 | $11,670 | Yes (X) | ||||
| KELLY L BRAVERMAN | ||||||||||
| FORMER INTERIM COO (UH) | 55.0 | 0.0 | $214,720 | $0 | $5,303 | Yes (X) | ||||
| RICHARD F GRAFFIS MD | ||||||||||
| FORMER EVP & CME | 0.0 | 55.0 | $0 | $336,830 | $37,127 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,976,474 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,506,929 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,879,960 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 744 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IU HEALTH CARE ASSOCIATES INC | |||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | MEDICAL | $78,184,342 |
| EVOLENT HEALTH LLC | |||||
| 800 N GLEBE RD STE 500 | ARLINGTON | VA | 22203 | POPULATION HEALTH | $29,500,258 |
| CERNER CORPORATION | |||||
| 2800 ROCKCREEK PKWY | KANSAS CITY | MO | 64117 | SOFTWARE MAINTENANCE | $21,142,422 |
| SIMPLER NORTH AMERICA LLC | |||||
| PO BOX 643979 | PITTSBURGH | PA | 15264 | LEAN CONSULTING | $9,235,058 |
| METRO AVIATION INC | |||||
| PO BOX 7008 | SHREVEPORT | LA | 71137 | HELICOPTER MAINT. | $9,006,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 254 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,358,840 | RelatedOrganizationsAmt |
| Government Grants | $6,309,930 | GovernmentGrantsAmt |
| All Other Contributions | $5,921,789 | AllOtherContributionsAmt |
| Total Contributions | $16,590,559 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 621110 | $2,112,177,497 | $2,112,177,497 | |
| REFERENCE LABORATORY | 621500 | $303,378,577 | $299,412,268 | $3,966,309 |
| MEMBER PREMIUM REVENUE | 541900 | $227,739,825 | $227,739,825 | |
| SHARED SERVICES | 900099 | $178,941,897 | $173,361,030 | $5,580,867 |
| PHARMACY | 446110 | $58,555,012 | $47,020,820 | $11,534,192 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,435,570 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,178,249 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,257,321 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,921,228,378 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,575,928 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,386,510 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $31,189,418 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,984,346 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,305,057 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$320,711 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$320,711 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $200,508 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$521,219 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $421,233,162 | SecuritiesAmt |
| Other | $642,047 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $400,273,962 | SecuritiesAmt |
| Other | $1,173,679 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,959,200 | SecuritiesAmt |
| Other | -$531,632 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,427,568 | TotalRevenueColumnAmt |
| Exclusion | $20,427,568 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA/FOOD SERVICE | 721110 | $6,507,338 | $6,507,338 |
| PARKING | 812930 | $1,917,399 | $1,917,399 |
| TELEPHONE | 517000 | $1,547,144 | $1,547,144 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,581,020 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,479,749 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,101,271 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $35,552,901 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,065,054,623 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,939,276,199 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $27,018,946 | UnrelatedBusinessRevenueAmt |
| Exclusion | $82,168,919 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,499,582 | TotalAmt |
| Program Services | $26,499,582 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,500 | TotalAmt |
| Program Services | $102,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,544,819 | TotalAmt |
| Program Services | $13,759,163 | ProgramServicesAmt |
| Management And General | $3,785,656 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,231,742 | TotalAmt |
| Program Services | $588,353,775 | ProgramServicesAmt |
| Management And General | $161,877,967 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,348,737 | TotalAmt |
| Program Services | $27,721,518 | ProgramServicesAmt |
| Management And General | $7,627,219 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,558,578 | TotalAmt |
| Program Services | $49,060,275 | ProgramServicesAmt |
| Management And General | $13,498,303 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,759,964 | TotalAmt |
| Program Services | $39,023,226 | ProgramServicesAmt |
| Management And General | $10,736,738 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,369 | TotalAmt |
| Management And General | $198,369 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,189,566 | TotalAmt |
| Management And General | $1,189,566 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,580,319 | TotalAmt |
| Management And General | $1,580,319 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,576 | TotalAmt |
| Management And General | $681,576 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,282,809 | TotalAmt |
| Management And General | $6,282,809 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,026,671 | TotalAmt |
| Program Services | $177,155,323 | ProgramServicesAmt |
| Management And General | $70,871,348 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,595,639 | TotalAmt |
| Program Services | $3,851,549 | ProgramServicesAmt |
| Management And General | $8,744,090 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,020,940 | TotalAmt |
| Program Services | $52,354,289 | ProgramServicesAmt |
| Management And General | $25,666,651 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,166,777 | TotalAmt |
| Program Services | $48,106,682 | ProgramServicesAmt |
| Management And General | $33,060,095 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,733,268 | TotalAmt |
| Program Services | $60,324,532 | ProgramServicesAmt |
| Management And General | $10,408,736 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,313,103 | TotalAmt |
| Program Services | $2,787,486 | ProgramServicesAmt |
| Management And General | $2,525,617 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,665 | TotalAmt |
| Program Services | $63,883 | ProgramServicesAmt |
| Management And General | $34,782 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,336,698 | TotalAmt |
| Program Services | $38,020,475 | ProgramServicesAmt |
| Management And General | $13,316,223 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,853,264 | TotalAmt |
| Program Services | $116,680,646 | ProgramServicesAmt |
| Management And General | $20,172,618 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,686,218 | TotalAmt |
| Program Services | $1,637,078 | ProgramServicesAmt |
| Management And General | $14,049,140 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,072,233 | TotalAmt |
| Program Services | $167,004,632 | ProgramServicesAmt |
| Management And General | $5,067,601 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,523,731,038 | TotalAmt |
| Program Services | $2,110,871,215 | ProgramServicesAmt |
| Management And General | $412,859,823 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,760 | BOYAmt |
| EOY | $179,068 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,762,828 | BOYAmt |
| EOY | $412,112,022 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,437,158 | BOYAmt |
| EOY | $1,195,726 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,392,503 | BOYAmt |
| EOY | $359,768,250 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,663 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,281,966 | BOYAmt |
| EOY | $761,241,420 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,711,166 | BOYAmt |
| EOY | $40,738,340 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,323,305 | BOYAmt |
| EOY | $36,198,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,524,974,752 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,890,140,073 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,687,052,069 | BOYAmt |
| EOY | $1,634,834,679 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,210,688,555 | BOYAmt |
| EOY | $1,530,214,004 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,850,118 | BOYAmt |
| EOY | $902,498,488 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,104,463 | BOYAmt |
| EOY | $238,455,335 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,386,617 | BOYAmt |
| EOY | $9,588,389 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,258,444 | BOYAmt |
| EOY | $9,230,261 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,247,801,615 | BOYAmt |
| EOY | $5,936,254,384 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,986,093 | BOYAmt |
| EOY | $365,810,200 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,246,735 | BOYAmt |
| EOY | $29,563,196 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,333,807,558 | BOYAmt |
| EOY | $1,381,749,440 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,329,077 | BOYAmt |
| EOY | $288,382,014 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,417,633 | BOYAmt |
| EOY | $1,003,295,216 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,751,787,096 | BOYAmt |
| EOY | $3,068,800,066 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,491,123,738 | BOYAmt |
| EOY | $2,862,566,037 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,890,781 | BOYAmt |
| EOY | $4,888,281 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,496,014,519 | BOYAmt |
| EOY | $2,867,454,318 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,247,801,615 | BOYAmt |
| EOY | $5,936,254,384 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $541,323,585 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$41,737,800 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $368,719 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$128,514,705 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $5,000 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $584,333 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $92,243 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $681,576 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Lines 1b and g - Paid staff and direct contact | During 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 purposes | IU 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 Activities | IU 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,890,781 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $2,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,888,281 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,893,581 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $2,800 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,890,781 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,896,581 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $3,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,893,581 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,186,440 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $289,859 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,896,581 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,220,052 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $33,612 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,186,440 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $140,620,954 | OtherCostOrOtherBasisAmt |
| Book Value | $140,620,954 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,947,274,918 | OtherCostOrOtherBasisAmt |
| Depreciation | $827,388,995 | DepreciationAmt |
| Book Value | $1,119,885,923 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,109,120 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,819,813 | DepreciationAmt |
| Book Value | $2,289,307 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,284,507,947 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,023,891,073 | DepreciationAmt |
| Book Value | $260,616,874 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $140,461,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,040,192 | DepreciationAmt |
| Book Value | $111,421,621 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,634,834,679 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $902,498,488 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $902,498,488 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,003,295,216 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 - Intended Uses of Org.'s Endowment Funds | Permanently restricted net assets are generally restricted for indigent and other patient care services, medical education and research programs, and medical supplies and equipment. |
| Schedule D, Part X, Line 2 - FIN 48 (ASC 740) Footnote | IU 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)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Investments | N/A | $907,638,834 |
| Europe (Including Iceland and Greenland) | Investments | N/A | $10,638,625 |
| Central America and the Caribbean | Program Services | SELF-INSURANCE | $5,652,458 |
| Central America and the Caribbean | Unrelated Trade or Business | N/A | $4,435,795 |
| East Asia and the Pacific | Investments | N/A | $1,964,810 |
| North America | Investments | N/A | $1,838,439 |
| Central America and the Caribbean | Conduct board meetings | N/A | $17,353 |
| North America | Conduct board meetings | N/A | $9,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $932,196,089 | SubtotalSpentAmt |
| Total Spent | $932,196,089 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 - Activities per Region | FormAndLineReferenceDesc |
| Explanation | The amounts reported on Schedule F, Part I, Line 3 include the book values of foreign investments, insurance premiums paid directly to an off-shore captive and travel and meeting expenses paid to attend off-shore captive meetings. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 60460 | PersonsServedCnt |
| Total Community Benefit Expns | $87,711,885 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $87,711,885 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03540 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 141891 | PersonsServedCnt |
| Total Community Benefit Expns | $581,546,361 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $454,965,104 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $126,581,257 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05110 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 202351 | PersonsServedCnt |
| Total Community Benefit Expns | $669,258,246 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $454,965,104 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $214,293,142 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08650 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 52 | ActivitiesOrProgramsCnt |
| Persons Served | 471922 | PersonsServedCnt |
| Total Community Benefit Expns | $25,295,220 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,733 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $25,282,487 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01020 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 5 | ActivitiesOrProgramsCnt |
| Persons Served | 57868 | PersonsServedCnt |
| Total Community Benefit Expns | $67,378,992 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $16,152,337 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $51,226,655 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02070 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 881 | PersonsServedCnt |
| Total Community Benefit Expns | $7,553,984 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,553,984 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00300 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 5 | ActivitiesOrProgramsCnt |
| Persons Served | 7418 | PersonsServedCnt |
| Total Community Benefit Expns | $30,695,206 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $30,695,206 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01240 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 19 | ActivitiesOrProgramsCnt |
| Persons Served | 35145 | PersonsServedCnt |
| Total Community Benefit Expns | $10,285,440 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $13,566 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,271,874 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00410 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 84 | ActivitiesOrProgramsCnt |
| Persons Served | 573234 | PersonsServedCnt |
| Total Community Benefit Expns | $141,208,842 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $16,178,636 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $125,030,206 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05040 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 84 | ActivitiesOrProgramsCnt |
| Persons Served | 775585 | PersonsServedCnt |
| Total Community Benefit Expns | $810,467,088 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $471,143,740 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $339,323,348 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.13690 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 1100 | PersonsServedCnt |
| Total Community Benefit Expns | $638,317 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $638,317 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4 | ActivitiesOrProgramsCnt |
| Persons Served | 1376 | PersonsServedCnt |
| Total Community Benefit Expns | $638,317 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $638,317 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $25,887,234 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $409,852,790 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $400,735,720 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $9,117,070 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (7 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.25805 | 0.00000 | 0.74195 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.25752 | 0.00000 | 0.74248 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.25932 | 0.00000 | 0.74068 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.26010 | 0.00000 | 0.73990 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.30077 | 0.00000 | 0.69923 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.31273 | 0.00000 | 0.68727 |
| SEE PART VI | |||
| AMBULATORY SURGERY CENTER | 0.28246 | 0.00000 | 0.71754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 N SENATE BLVD | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | HTTP://IUHEALTH.ORG/ | WebsiteAddressTxt |
| State License | 14-005051-1 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Childrens Hospital | Yes (X) | ChildrensHospitalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | SEE PART V, SECTION C FOR ADDITIONAL INFORMATION | OtherDesc |
| Facility Reporting Group | 1 | FacilityReportingGroupCd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 13 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | false | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART V, SECTION C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 13 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE PART V, SECTION C | StrategyWebsiteURLTxt |
| Strategy Attached | false | StrategyAttachedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400. | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | X | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | X | FAPAppAvailableOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| FAP Notice Displayed | Yes (X) | FAPNoticeDisplayedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section A, Line 1 - Name, Address, and Website | IU Health operates several hospital locations under a single hospital license issued by the Indiana State Department of Health. The names, addresses, and primary website addresses for each of these locations are as follows: IU Health Methodist Hospital 1701 N. Senate Blvd. Indianapolis, IN 46202 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 Community | IU Health operates four hospital locations that are licensed as a single hospital by the Indiana State Department of Health. These hospital locations are as follows: - IU Health Methodist Hospital - IU Health University Hospital - Riley Hospital for Children at IU Health - IU Health Saxony Hospital IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children are located in Indianapolis, Marion County, Indiana and are referred to as the "IU Health Academic Health Center". IU Health Saxony Hospital is located in Fishers, Hamilton County, Indiana. Although licensed as a single hospital, each of these facilities serve different, although sometimes overlapping, portions of the community which present their own unique health needs. In order to take into account all of these unique health needs, IU Health conducted separate Community Health Needs Assessments ("CHNAs") for each of its four hospital locations. 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 Website | A 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 Website | A 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 Needs | IU Health prioritized and determined which of the community health needs identified in its most recently conducted CHNAs were most critical for it to address 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 FPG | In 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 Factors | IU 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 Website | A 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 Website | A 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 Publicize | IU 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 Charges | IU 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 94 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (94 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| BALL OUTPATIENT SURGERY CENTER | ||||
| 2525 W UNIVERSITY AVE STE 200 | MUNCIE | IN | 47303 | AMBULATORY SURGERY |
| BELTWAY SURGERY CENTER | ||||
| 151 PENNSYLVANIA PKWY | INDIANAPOLIS | IN | 46280 | AMBULATORY SURGERY |
| BELTWAY SURGERY CENTER SPRING MILL | ||||
| 200 W 103RD ST STE 2400 | INDIANAPOLIS | IN | 46290 | AMBULATORY SURGERY |
| EAGLE HIGHLANDS SURGERY CENTER | ||||
| 6850 PARKDALE PL | INDIANAPOLIS | IN | 46254 | AMBULATORY SURGERY |
| GLEN LEHMAN ENDOSCOPY SUITE | ||||
| 550 N UNIVERSITY BLVD STE 4100 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| INDIANA ENDOSCOPY CENTERS | ||||
| 10967 ALLISONVILLE RD STE 100 | FISHERS | IN | 46038 | AMBULATORY SURGERY |
| INDIANA ENDOSCOPY CENTERS | ||||
| 1115 N RONALD REAGAN PKWY STE 3 | AVON | IN | 46123 | AMBULATORY SURGERY |
| INDIANA ENDOSCOPY CENTERS | ||||
| 1801 N SENATE BLVD STE 710 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| INDIANA HTS BELTWAY SURGERY CENTER | ||||
| 8501 HARCOURT RD | INDIANAPOLIS | IN | 46260 | AMBULATORY SURGERY |
| MERIDIAN SOUTH SURGERY CENTER | ||||
| 8830 S MERIDIAN ST | INDIANAPOLIS | IN | 46217 | AMBULATORY SURGERY |
| RILEY OUTPATIENT SURGERY CENTER | ||||
| 702 BARNHILL DR STE 0201 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| SAXONY SURGERY CENTER | ||||
| 13100 E 136TH ST STE 1100 | FISHERS | IN | 46037 | AMBULATORY SURGERY |
| SENATE STREET SURGERY CENTER | ||||
| 1801 N SENATE BLVD | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| CARDIO TESTING AT IU HEALTH METHODIST | ||||
| 1801 N SENATE BLVD STE 3100 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| CHARIS CENTER | ||||
| 6640 INTECH BLVD STE 195 | INDIANAPOLIS | IN | 46278 | DIAGNOSTIC AND OTHER OUTPATIENT |
| INDIANA CANCER PAVILION | ||||
| 535 N BARNHILL DR | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH ADULT DIALYSIS CENTER | ||||
| 2140 N CAPITOL ST | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH ARNETT HOSPITAL LAB | ||||
| 5165 MCCARTY LN | LAFAYETTE | IN | 47905 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BALL MEMORIAL HOSPITAL LAB | ||||
| 2401 UNIVERSITY AVE | MUNCIE | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BLACKFORD HOSPITAL LAB | ||||
| 410 PILGRIM BLVD | HARTFORD CITY | IN | 47348 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BLOOMINGTON HOSPITAL LAB | ||||
| 601 W 2ND ST | BLOOMINGTON | IN | 47402 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BRAIN TUMOR CLINIC | ||||
| 355 W 16TH ST STE 5400 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH BROWNSBURG | ||||
| 1375 N GREEN ST STE 200 | BROWNSBURG | IN | 46112 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CANCER CENTERS - SPRING MILL | ||||
| 200 W 103RD ST | INDIANAPOLIS | IN | 46290 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC EAST | ||||
| 6845 RAMA DR | INDIANAPOLIS | IN | 46219 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC NORTH | ||||
| 10202 LANTERN RD | FISHERS | IN | 46038 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC CARMEL | ||||
| 11725 ILLINOIS ST STE 565 | CARMEL | IN | 46032 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC METHODIST | ||||
| 1701 N SENATE BLVD C6 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH CICC WEST | ||||
| 1111 N RONALD REAGAN PKWY | AVON | IN | 46123 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH HOME DIALYSIS | ||||
| 8802 N MERIDIAN ST STE 150 | INDIANAPOLIS | IN | 46260 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH LAPORTE HOSPITAL LAB | ||||
| 1007 LINCOLNWAY | LAPORTE | IN | 46350 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH MEDICAL DIAGNOSTIC CENTER | ||||
| 550 N UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH MELVIN & BREN SIMON CANCER CTR | ||||
| 1030 W MICHIGAN ST | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST HOSPITAL OUTPT SVC | ||||
| 1701 N SENATE BLVD AG053 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST LIFECARE PROGRAM | ||||
| 1633 N CAPITAL AVE STE 300 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST MEDICAL PLAZA | ||||
| 151 PENNSYLVANIA PKWY | INDIANAPOLIS | IN | 46280 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST MEDICAL PLAZA | ||||
| 6850 PARKDALE PL | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST MEDICAL PLAZA EAST | ||||
| 9660 E WASHINGTON ST | INDIANAPOLIS | IN | 46229 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST MEDICAL PLAZA SOUTH | ||||
| 8830 S MERIDIAN ST | INDIANAPOLIS | IN | 46217 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH METHODIST PROFESSIONAL CENTER | ||||
| 1801 N SENATE BLVD | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH MOORESVILLE | ||||
| 820 SAMUEL MOORE PKWY | MOORESVILLE | IN | 46158 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH NEUROSCIENCE CENTER | ||||
| 355 W 16TH ST | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH NEUROSCIENCE CTR NEUROPHYS | ||||
| 355 W 16TH ST STE 2100 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH NORTH HOSPITAL LAB | ||||
| 11700 N MICHIGAN ST | CARMEL | IN | 46032 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH OPTHALMOLOGY CENTER | ||||
| 1160 W MICHIGAN AVE | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH ORTHO RADIOLOGY AND REHAB | ||||
| 1801 N SENATE AVE STE 510 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH PAOLI HOSPITAL LAB | ||||
| 642 W HOSPITAL RD | PAOLI | IN | 47454 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH PATHOLOGY LAB | ||||
| 350 W 11TH ST | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH RADIOLOGY AT GEORGETOWN | ||||
| 4880 CENTURY PLAZA RD STE 155 | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH RADIOLOGY AT MOORESVILLE | ||||
| 820 SAMUEL MOORE PKWY | MOORESVILLE | IN | 46158 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH RENAL SERVICES | ||||
| 550 N UNIVERSITY BLVD RM 1115 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SAXONY HOSPITAL LAB | ||||
| 13000 E 136TH ST | FISHERS | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SAXONY HOSPITAL OR | ||||
| 13100 E 136TH ST STE 2100 | FISHERS | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SAXONY HOSPITAL SLEEP LAB | ||||
| 13100 E 136TH ST | FISHERS | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SLEEP DISORDERS CENTER | ||||
| 1411 W COUNTY LINE RD STE C | GREENWOOD | IN | 46142 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SLEEP DISORDERS CENTER | ||||
| 714 N SENATE AVE | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH TIPTON HOSPITAL LAB | ||||
| 1000 S MAIN ST | TIPTON | IN | 46072 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH TRANSPLANT | ||||
| 1701 N SENATE BLVD | INDIANAPOLIS | IN | 46206 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH UNIV HOSP ADULT OUTP CENTER | ||||
| 550 UNIVERSITY BLVD RM 4175 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH WEST HOSPITAL LAB | ||||
| 1111 RONALD REAGAN PKWY | AVON | IN | 46123 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH WHITE MEMORIAL HOSPITAL LAB | ||||
| 720 S 6TH ST | MONTICELLO | IN | 47960 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH SAXONY HOSPITAL CARDIAC REHAB | ||||
| 13100 E 136TH ST | FISHERS | IN | 46037 | DIAGNOSTIC AND OTHER OUTPATIENT |
| METHODIST MEDICAL PLAZA GEORGETOWN | ||||
| 4880 W CENTURY PLAZA RD | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC AND OTHER OUTPATIENT |
| METHODIST MEDICAL PLAZA GLENDALE | ||||
| 2620 KESSLER BLVD E DR | INDIANAPOLIS | IN | 46220 | DIAGNOSTIC AND OTHER OUTPATIENT |
| METHODIST MEDICAL TOWER | ||||
| 1633 N CAPITAL AVE | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| NEUROREHABILITATION AND ROBOTICS | ||||
| 355 W 16TH ST STE 1078 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| NEUROSCIENCE RADIOLOGY | ||||
| 355 W 16TH ST STE 0400 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| PULMONARY REHABILITATION | ||||
| 1633 N CAPITAL AVE STE 103 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| RILEY REHABILITATION SERVICES | ||||
| 705 RILEY HOSPITAL DR | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| RILEY REHABILITATION SERVICES (EAST) | ||||
| 9650 E WASHINGTON ST STE 250 | INDIANAPOLIS | IN | 46229 | DIAGNOSTIC AND OTHER OUTPATIENT |
| RILEY HOSPITAL HEMATOLOGYONCOLOGY | ||||
| 11725 ILLINOIS ST STE 01BD003-B6 | CARMEL | IN | 46032 | DIAGNOSTIC AND OTHER OUTPATIENT |
| RILEY HOSPITAL RENAL SERVICES | ||||
| 705 RILEY HOSPITAL DR ROC STE 12 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| SPRING MILL OFFICE BUILDING LABORATORY | ||||
| 200 W 103RD ST | INDIANAPOLIS | IN | 46290 | DIAGNOSTIC AND OTHER OUTPATIENT |
| THE SIMULATION CENTER AT FAIRBANKS HALL | ||||
| 340 W 10TH ST STE 4100 | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER OUTPATIENT |
| IU HEALTH ADVANCED THERAPIES PHARMACY | ||||
| 355 W 16TH ST STE 1600 | INDIANAPOLIS | IN | 46202 | PHARMACY |
| METHODIST RETAIL PHARMACY | ||||
| 1801 N SENATE BLVD STE 105 | INDIANAPOLIS | IN | 46202 | PHARMACY |
| NORTH RETAIL PHARMACY | ||||
| 11700 N MERIDIAN ST STE B106 | CARMEL | IN | 46032 | PHARMACY |
| RILEY RETAIL PHARMACY | ||||
| 705 RILEY HOSPITAL DR ROC 1201 | INDIANAPOLIS | IN | 46202 | PHARMACY |
| SAXONY RETAIL PHARMACY | ||||
| 13100 E 136TH ST STE 1000 | FISHERS | IN | 46037 | PHARMACY |
| UNIVERSITY RETAIL PHARMACY | ||||
| 550 N UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | PHARMACY |
| WEST RETAIL PHARMACY | ||||
| 1111 N RONALD REAGAN PKWY | AVON | IN | 46123 | PHARMACY |
| IU HEALTH ARNETT HOME CARE | ||||
| 3900 MCCARTY LN STE 103 | LAFAYETTE | IN | 47905 | HOME HEALTH |
| IU HEALTH ARNETT SLEEP APNEA EDUC CTR | ||||
| 3900 MCCARTY LN STE 102 | LAFAYETTE | IN | 47905 | HOME HEALTH |
| IU HEALTH BALL MEMORIAL HOME CARE | ||||
| 2300 W GILBERT ST | MUNCIE | IN | 47303 | HOME HEALTH |
| IU HEALTH BEDFORD SLEEP APNEA EDUC CTR | ||||
| 1502 CLINIC DR | BEDFORD | IN | 47421 | HOME HEALTH |
| IU HEALTH HOME CARE | ||||
| 950 N MERIDIAN ST STE 700 | INDIANAPOLIS | IN | 46204 | HOME HEALTH |
| IU HEALTH SLEEP APNEA EDUCATION CENTER | ||||
| 1411 W COUNTY LINE RD STE C | GREENWOOD | IN | 46142 | HOME HEALTH |
| IU HEALTH SLEEP APNEA EDUCATION CENTER | ||||
| 714 N SENATE AVE STE 110 | INDIANAPOLIS | IN | 46202 | HOME HEALTH |
| IU HEALTH TIPTON HOME CARE | ||||
| 202 S WEST ST | TIPTON | IN | 46072 | HOME HEALTH |
| SLEEP APNEA EDUCATION CENTER AT SAXONY | ||||
| 13100 E 136TH ST STE 3200B | FISHERS | IN | 46037 | HOME HEALTH |
| SLEEP APNEA EDUCATION CENTER AT WEST | ||||
| 1115 N RONALD REAGAN PKWY STE 3 | AVON | IN | 46123 | HOME HEALTH |
| IU HEALTH BALL MEMORIAL HOSPICE | ||||
| 2401 W UNIVERSITY BLVD | MUNCIE | IN | 47303 | HOSPICE |
| IU HEALTH HOSPICE | ||||
| 1828 N ILLINOIS ST | INDIANAPOLIS | IN | 46202 | HOSPICE |
| IU HEALTH HOSPICE | ||||
| 950 N MERIDIAN ST STE 700 | INDIANAPOLIS | IN | 46204 | HOSPICE |
Supplemental Information Detail SupplementalInformationDetail (21 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part IV, Line 1(a) - Name of Entity | Beltway Surgery Centers, LLC |
| Schedule H, Part IV, Line 2(a) - Name of Entity | Eagle Highlands Surgery Center, LLC |
| Schedule H, Part IV, Line 3(a) - Name of Entity | Senate Street Surgery Center, LLC |
| Schedule H, Part IV, Line 4(a) - Name of Entity | Indiana Endoscopy Centers, LLC |
| Schedule H, Part IV, Line 5(a) - Name of Entity | ROC Surgery, LLC |
| Schedule H, Part IV, Line 6(a) - Name of Entity | Indiana University Health Saxony Surgery Center, LLC |
| Schedule H, Part IV, Line 7(a) - Name of Entity | Ball Outpatient Surgery Center, LLC |
| Schedule H, Part I, Line 3c - Other Factors Used in Determining Elig. | IU Health uses several factors other than Federal Poverty Guidelines ("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 Expense | Schedule H, Part I, Line 7, Column (f), Percent of Total Expense, is based on column (e) Net Community Benefit Expense. The percent of total expense based on column (c) Total Community Benefit Expense, which excludes direct offsetting revenue, is 32.72%. |
| Schedule H, Part I, Line 7, Column (f) - Percent of Total Expense | The amount of bad debt expense subtracted for purposes of calculating the percentage of total expense on Line 7, column (f) is $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 Services | IU Health does not include any costs associated with physician clinics as subsidized health services. |
| Schedule H, Part II - Promotion of Health in Communities Served | IU Health 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 Methodology | The amount reported on line 2 as bad debt is reported at cost, as calculated using the cost to charge ratio methodology. |
| Schedule H, Part III, Line 4 - Bad Debt Expense | The 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 Policy | IU 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 Assessment | Communities are multifaceted and so are their health needs. IU Health understands that the health of individuals and communities are shaped by various social and environmental factors, along with health behaviors and additional influences. IU Health assesses the health care needs of the communities it serves by conducting a 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 Information | IU 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 Health | A majority of IU Health's board of directors is comprised of independent community members who reside in IU Health's primary service areas. IU Health extends medical privileges to all physicians who meet the credentialing qualifications necessary for appointment to its medical staff. IU Health does not deny appointment on the basis of gender, race, creed, or national origin. IU Health, in conjunction with the 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 System | IU 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY SCHOOL OF MEDICINE | |||||||||
| 714 N SENATE AVE | INDIANAPOLIS | IN | 46202 | 356001673 | GOV'T ENTITY | $17,724,500 | N/A | N/A | RESEARCH/TRAINING |
| INDIANA CONFERENCE OF THE UNITED METHODIST CHURCH | |||||||||
| 301 PENN PKWY | INDIANAPOLIS | IN | 46280 | 270264680 | 501(C)(3) | $3,000,000 | N/A | N/A | PASTORAL COUNSELING |
| METHODIST RESEARCH INSTITUTE INC | |||||||||
| 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 351007590 | 501(C)(3) | $2,109,566 | N/A | N/A | GENERAL SUPPORT |
| HEALTHNET INC | |||||||||
| 3401 RAYMOND ST | INDIANAPOLIS | IN | 46203 | 351579827 | 501(C)(3) | $1,419,431 | N/A | N/A | GENERAL SUPPORT |
| INDIANA HEALTH INFORMATION EXCHANGE INC | |||||||||
| 846 N SENATE AVE | INDIANAPOLIS | IN | 46202 | 364550324 | 501(C)(3) | $706,696 | N/A | N/A | GENERAL SUPPORT |
| METHODIST HEALTH FOUNDATION INC | |||||||||
| 1800 N CAPITOL AVE | INDIANAPOLIS | IN | 46202 | 356043086 | 501(C)(3) | $330,250 | N/A | N/A | GENERAL SUPPORT |
| PLAYWORKS EDUCATION ENERGIZED | |||||||||
| 380 WASHINGTON ST | OAKLAND | CA | 94607 | 943251867 | 501(C)(3) | $150,000 | N/A | N/A | PLAYWORKS INDIANA |
| UNITED METHODIST FOUNDATION OF INDIANA INC | |||||||||
| 8401 FISHERS CENTER DR | FISHERS | IN | 46038 | 237258100 | 501(C)(3) | $141,500 | N/A | N/A | REJUVENATE CAMPAIGN |
| DAY NURSERY ASSOCIATION OF INDIANAPOLIS | |||||||||
| 615 N ALABAMA ST | INDIANAPOLIS | IN | 46204 | 350888763 | 501(C)(3) | $137,500 | N/A | N/A | ACADEMIC SUPPORT |
| UNITED WAY OF CENTRAL INDIANA INC | |||||||||
| PO BOX 88409 | INDIANAPOLIS | IN | 46208 | 351007590 | 501(C)(3) | $129,220 | N/A | N/A | GENERAL SUPPORT |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION | |||||||||
| 120 E WALNUT ST | INDIANAPOLIS | IN | 46204 | 311103966 | 501(C)(3) | $63,000 | N/A | N/A | GENERAL SUPPORT |
| YOUNG MENS CHRISTIAN ASSOCIATION OF LAFAYETTE | |||||||||
| 19500 S 18TH ST | LAFAYETTE | IN | 47905 | 350868213 | 501(C)(3) | $39,460 | N/A | N/A | CANCER PREVENTION |
| MENTAL HEALTH ASSOCIATION IN INDIANA INC | |||||||||
| 1431 N DELAWARE ST | INDIANAPOLIS | IN | 46202 | 350896905 | 501(C)(3) | $36,843 | N/A | N/A | GENERAL SUPPORT |
| CICP FOUNDATION INC | |||||||||
| 111 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | 352065457 | 501(C)(3) | $35,000 | N/A | N/A | BIOCROSSROADS |
| FAIR HAVEN FOUNDATION INC | |||||||||
| 13974 WAKEFIELD PL | FISHERS | IN | 46038 | 260866646 | 501(C)(3) | $35,000 | N/A | N/A | GENERAL SUPPORT |
| CATHOLIC CHARITIES | |||||||||
| 803 N MONROE ST | BLOOMINGTON | IN | 47404 | 350867980 | 501(C)(3) | $30,000 | N/A | N/A | PEDIATRIC HEALTH |
| MATRIX PREGNANCY RESOURCE CENTER INC | |||||||||
| 935 MEZZANINE DR | LAFAYETTE | IN | 47905 | 310971746 | 501(C)(3) | $29,000 | N/A | N/A | MOBILE UNIT |
| INDIANA UNIVERSITY FOUNDATION | |||||||||
| 1110 W MICHIGAN ST | INDIANAPOLIS | IN | 46202 | 356018940 | 501(C)(3) | $24,910 | N/A | N/A | GENERAL SUPPORT |
| TRINITY FREE CLINIC | |||||||||
| 14598 OAKRIDGE RD | CARMEL | IN | 46032 | 352120420 | 501(C)(3) | $24,547 | N/A | N/A | ACUTE CARE |
| TEACH FOR AMERICA INC | |||||||||
| 1630 N MERIDIAN ST | INDIANAPOLIS | IN | 46202 | 133451913 | 501(C)(3) | $20,000 | N/A | N/A | CHILDHOOD INITIATIVES |
| UNITED NEGRO COLLEGE FUND INC | |||||||||
| 3737 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | 131624241 | 501(C)(3) | $20,000 | N/A | N/A | SCHOLARSHIPS |
| ACTION FOR HEALTHY KIDS INC | |||||||||
| 600 W VAN BUREN | CHICAGO | IL | 60607 | 470902020 | 501(C)(3) | $19,500 | N/A | N/A | GENERAL SUPPORT |
| MENTAL HEALTH AMERICA OF TIPPECANOE COUNTY INC | |||||||||
| 914 SOUTH ST | LAFAYETTE | IN | 47901 | 383653969 | 501(C)(3) | $17,900 | N/A | N/A | TRAINING |
| CROSSROADS COUNCIL BOY SCOUTS OF AMERICA INC | |||||||||
| 7125 FALL CREEK RD | INDIANAPOLIS | IN | 46256 | 350867962 | 501(C)(3) | $15,000 | N/A | N/A | GENERAL SUPPORT |
| INDIANAPOLIS DOWNTOWN INC | |||||||||
| 111 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | 351877771 | 501(C)(3) | $15,000 | N/A | N/A | GENERAL SUPPORT |
| FAMILY SERVICES INC | |||||||||
| 615 N 18TH ST | LAFAYETTE | IN | 47904 | 351099083 | 501(C)(3) | $15,000 | N/A | N/A | COUNSELING |
| INDIANA YOUTH INSTITUTE INC | |||||||||
| 603 E WASH ST | INDIANAPOLIS | IN | 46204 | 311251680 | 501(C)(3) | $10,600 | N/A | N/A | TRAINING/OTHER |
| KINGSWAY COMMUNITY CARE CENTER | |||||||||
| 107 PARK PLACE BLVD | AVON | IN | 46123 | 830404310 | 501(C)(3) | $10,300 | N/A | N/A | MEDICAL/DENTAL CARE |
| HAMILTON CENTER INC | |||||||||
| 620 8TH AVE | TERRE HAUTE | IN | 47804 | 351140758 | 501(C)(3) | $10,125 | N/A | N/A | COMPUTERS/TRAINING |
| LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNSEL | |||||||||
| 7224 W 400 N | MICHIGAN CITY | IN | 46360 | 351168040 | 501(C)(3) | $10,046 | N/A | N/A | TELEMEDICINE |
| INDIANAPOLIS CULTURAL TRAIL INC | |||||||||
| 202 E MARKET ST | INDIANAPOLIS | IN | 46204 | 263831457 | 501(C)(3) | $10,000 | N/A | N/A | EVERYBODY RIDES |
| MAPLE CITY HEALTH CARE CENTER | |||||||||
| 213 MIDDLEBURY ST | GOSHEN | IN | 46528 | 351749398 | 501(C)(3) | $9,340 | N/A | N/A | SCREENING |
| ASPIRE INDIANA INC | |||||||||
| 9615 E 148TH ST | NOBLESVILLE | IN | 46060 | 351341204 | 501(C)(3) | $8,958 | N/A | N/A | INTERACTIVE THERAPY |
| CENTER FOR HEALING AND HOPE | |||||||||
| 902 S MAIN ST | GOSHEN | IN | 46526 | 020560511 | 501(C)(3) | $8,000 | N/A | N/A | GENERAL SUPPORT |
| HORIZON HOUSE INC | |||||||||
| 1033 E WASH ST | INDIANAPOLIS | IN | 46202 | 351759503 | 501(C)(3) | $8,000 | N/A | N/A | SORRT PROGRAM |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||||
| 202 E MARKET ST | INDIANAPOLIS | IN | 46204 | 133030229 | 501(C)(3) | $8,000 | N/A | N/A | GENERAL SUPPORT |
| FRONTLINE FOUNDATIONS INC | |||||||||
| 1008 BROADWAY | CHESTERTON | IN | 46034 | 260446134 | 501(C)(3) | $7,000 | N/A | N/A | SUB. ABUSE CENTER |
| OPEN DOOR HEALTH SERVICES INC | |||||||||
| 333 S MADISON ST | MUNCIE | IN | 47305 | 352018494 | 501(C)(3) | $6,400 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 38 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SEE PART IV | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $100,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 - Org.'s Proc. for Mon. the Use of Grant Funds | Although IU Health does not monitor the use of grant funds once distributed, through due diligence the organization has reasonably confirmed that the entities to which the contributions are made are highly reputable in the community and use the funds for the purposes intended. |
| Schedule I, Part III, Line 1 - Grants and Other Assistance to Individuals | The amount reported on Schedule I, Part III, Line 1 represents funds provided by IU Health to IU School of Medicine to support a management position. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a - Listed Benefits | The 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 Payments | James 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 Plan | Daniel 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 Payments | Amounts disclosed in Column B(ii) include a long-term and short-term incentive for certain executives and short-term incentive for other employees. Although these plans are based on a fixed formula that has been approved by the Board of Directors based upon certain qualitative and quantitative factors and goals, all discretionary incentive plans must be approved by the Committee on Personnel and Compensation and Board of Directors prior to any incentive payout. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING | ||||||||
| A | 351611409 | 45479RAH0 | 2006-01-24 | $325,003,005 | SERIES 2006A BONDS | false | false | false |
| INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING | ||||||||
| B | 351611409 | 45479RBL0 | 2006-09-14 | $387,109,760 | SERIES 2006B BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| C | 351602316 | 2013-11-26 | $18,783,695 | TAX-EXEMPT LEASE, 2010 | false | false | false | |
| INDIANA FINANCE AUTHORITY | ||||||||
| D | 351602316 | 45471AEB4 | 2011-04-19 | $228,195,000 | SERIES 2011A, B, C, D, AND E BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $348,013,874 | $0 | $29,904,769 | $0 | $1,879,058 | $0 | $0 | $316,230,047 | $0 | $0 | 2007 | false | false | Yes (true) | Yes (true) |
| B | $42,985,000 | $0 | $388,586,019 | $0 | $0 | $0 | $2,286,019 | $0 | $0 | $0 | $386,300,000 | $0 | 2006 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $18,783,695 | $0 | $0 | $0 | $0 | $0 | $0 | $18,783,695 | $0 | $0 | 2010 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $36,470,000 | $0 | $228,203,281 | $0 | $0 | $0 | $740,000 | $0 | $0 | $70,008,281 | $157,455,000 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | Yes (true) | Yes (true) | |
| 0 | |||||||||||
| B | false | false | Yes (true) | false | false | false | Yes (true) | SEE PART VI | false | Yes (true) | Yes (true) |
| 0 | |||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||||
| D | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Page 1a, Part I, Line A, Column (f) - Description of Purpose | The 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 Purpose | The 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 Purpose | The 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 Purpose | The Series 2011A, B, C, D, and E Bonds were issued to provide funding for the new construction of buildings and structures and the purchase of equipment. Additionally, the Bonds were issued in order to refund the Series 2008A, C, and D Bonds and pay off a taxable line of credit that refunded the Series 2008B Bonds. The Series 2008A, B, C, and D Bonds were issued on September 11, 2008. |
| Schedule K, Page 1a, Part II, Line 3 - Total Proceeds of Issue | Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceeds: 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 Purpose | The Series 2011H and I Bonds were issued in order to refund the Series 2005A, B, C, and D Bonds. The Series 2005A, B, C, and D Bonds were issued on November 15, 2005. On August 25, 2014, through the Indiana Finance Authority, IU Health reissued its Series 2011H and I bonds. The transaction was accounted for as a modification of debt. As part of the reissuance, the rate calculation methodology for each was amended resulting in a reduction to the rate applicable to each; the principal payment schedule was amended; and the bank purchase period was extended to November of 2017. As part of the reissuance, the Series 2011H and I Bonds were treated as being currently refunded on August 25, 2014. The original Series 2011H and I Bonds were issued on May 5, 2011. |
| Schedule K, Page 1b, Part I, Line B, Column (f) - Description of Purpose | The 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 Purpose | The Series 2011N Bonds were issued in order to refund the Series 2011E bonds issued on April 19, 2011, refund the 2011F and G Bonds issued on May 5, 2011, and to pay off a portion of a taxable line of credit, which was used to provide funding for the 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 Purpose | The Series 2014A Bonds were issued in order to advance refund the Series 2006 and Series 2009A Bonds of Indiana University Health Ball Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, and to pay certain expenses related to the issuance. The Series 2006 and Series 2009A Bonds were issued on May 31, 2006 and December 8, 2009, respectively. |
| Schedule K, Page 1b, Part II, Line 3 - Total Proceeds of Issue | Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceeds: 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. Percentages | IU 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. Percentages | IU 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. Period | Any 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 GIC | GIC provided by Citigroup Financial Products, Inc. with a term of 0.3 years. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| INDIANA FINANCE AUTHORITY | ||||||||
| A | 351602316 | 2014-08-25 | $138,110,000 | SERIES 2011H AND I BONDS | false | false | false | |
| INDIANA FINANCE AUTHORITY | ||||||||
| B | 351602316 | 2011-05-25 | $111,435,000 | SEIRES 2011L AND M BONDS | false | false | false | |
| INDIANA FINANCE AUTHORITY | ||||||||
| C | 351602316 | 2011-12-07 | $221,617,127 | SERIES 2011N BONDS | false | false | false | 45471AFX5 |
| INDIANA FINANCE AUTHORITY | ||||||||
| D | 351602316 | 2014-10-14 | $80,777,895 | SERIES 2014A BONDS | false | false | false | 45471ANR9 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $138,110,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $138,110,000 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $111,437,829 | $0 | $0 | $0 | $363,690 | $0 | $0 | $111,074,139 | $0 | $0 | 2012 | false | false | Yes (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 | $0 | 2013 | Yes (true) | false | false | Yes (true) |
| D | $11,535,000 | $0 | $80,777,895 | $0 | $0 | $79,984,397 | $793,499 | $0 | $0 | $0 | $0 | $0 | 2014 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule L IRS990ScheduleL
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $0 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JACQUELINE S GOODRICH RN | |||
| SEE PART V | $44,030 | SEE PART V | false |
| RACHEL SMITH | |||
| SEE PART V | $70,300 | SEE PART V | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV, Columns (b) and (d) - Relationships and Descriptions | FormAndLineReferenceDesc |
| Explanation | Jacqueline 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4a - Statement of Program Service Accomplishments | Indiana 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 Countries | In 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 Relationships | Ryan 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 Documents | IU 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 Stockholders | Line 6: There shall be two classes of members of the Corporation. One class, known as the University Class, shall consist of those persons serving from time to time as the Trustees of Indiana University. The other class, known as the Methodist Class, shall consist of the Members of the Methodist Health Group, Inc. Line 7a: Except as otherwise provided, 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 990 | IU 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 Policy | All IU Health employees, associates, colleagues and contracted personnel, including employed physicians and paid medical directors ("IU Health Representatives") are covered by and subject to its Conflict of Interest Policy. IU Health regularly and consistently monitors and enforces compliance with the policy through the following procedures: (a) On an annual basis, each IU Health Representative at the level of Manager or above, together with every other person designated by the Corporate Compliance Department ("Department"), must complete, sign and submit a Conflict of Interest Questionnaire ("Questionnaire") to the Department. Governing board members, committee members, corporate officers, medical staff and researchers must comply with the administrative requirements noted in the respective policies and procedures relative to those areas. (b) An IU Health Representative must supplement a Questionnaire in writing, if after completion of the original Questionnaire, a situation arises, or may reasonably be expected to arise, that would change any answer or information on the original Questionnaire if the situation had existed or been anticipated at the time of completion of the original Questionnaire. (c) If a fully and properly completed Questionnaire reveals facts or other information that might reasonably indicate a Conflict of Interest or violation of the policy, the IU Health Representative completing the questionnaire must secure approval by his/her supervisor, evidenced in writing. (d) The Department will review each Questionnaire and determine whether a Conflict of Interest exists and, if so, whether and how it should or may be eliminated, avoided or managed in order to comply with the spirit of the policy and with the best interests of IU Health and its patients. In making the determination, the Corporate Compliance Department may consult with the IU Health Representative's supervisor and other appropriate individuals and groups. (e) The scope of the policy is not limited to those who are required to complete Questionnaires. If an IU Health Representative is involved in a situation or relationship that would constitute a violation of the policy in the absence of disclosure and approval as described above, then the IU Health Representative must disclose the matter to his/her supervisor, secure his/her supervisor's approval in writing, and disclose the matter to the Department. Otherwise, the IU Health Representative is in violation of the policy and subject to corrective action, up to and including termination. (f) The Chief Compliance Officer, in consultation with onsite Compliance personnel, may from time to time appoint standing or ad hoc committees to assist in resolving issues that arise under provisions of the policy. |
| Part VI, Section B, Line 15 - Process for Determining Compensation | IU Health uses a thorough process to determine the compensation of its President and Chief Executive Officer, other officers, and key employees. The process includes the following: (1) The Board of Directors ("Board") has established a Committee on Personnel and Compensation ("Compensation Committee"), the purpose of which includes reviewing and making recommendations regarding executive compensation and benefits on an annual basis. The Compensation Committee is made up of members of the Board that are neither physicians nor employees and do not otherwise have a conflict of interest regarding any of IU Health's compensation arrangements. The Compensation Committee reviews an executive's entire compensation package including base salary, short term and long term incentives, basic health and welfare benefits, qualified and nonqualified plans, as well as any additional fringe benefits. As deemed appropriate, the Committee on Finance, which is also made up of members of the Board, may also review executive compensation and benefits. (2) The Compensation Committee engages an independent compensation consulting firm on annual basis to conduct a compensation and benefits analysis for its executive group, which consists of employees at the level of senior vice president and above. The current compensation advisor is 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 Disclosure | IU 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 week | Jonathan 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 Balances | During 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CCCG LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 203949966 | HEALTHCARE | IN | $0 | -$28,125 | IUH |
| CCSG LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 261921481 | HEALTHCARE | IN | $49,375 | -$82,826 | IUH |
| CLARIAN QUALITY PARTNERS LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 263603579 | HEALTHCARE | IN | $64 | -$104 | IUH |
| CLARIAN SAXONY MEDICAL CENTER LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 262414219 | HEALTHCARE | IN | $0 | $0 | IUH |
| HEART PARTNERS OF INDIANA LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 201123537 | HEALTHCARE | IN | $563,520 | $251,884 | IUH |
| IU HEALTH MANAGEMENT LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 800141954 | MANAGEMENT | IN | $4,570,052 | $0 | IUH |
| IU HEALTH SAXONY SURGERY CENTER LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 275271091 | HEALTHCARE | IN | $1,340,569 | $0 | IUH |
| IUH POPULATION HEALTH MANAGEMENT LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 463913461 | HEALTHCARE | IN | $15,967,619 | $10,634,567 | IUH |
| ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351348013 | HEALTHCARE | IN | $10,199,542 | $2,694,563 | IUH |
| SENATE HEALTH PLAN SOLUTIONS LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 273736054 | MANAGEMENT | IN | $0 | $4,830,171 | IUH |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (44 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Clarian Transplant Institute Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 134350599 | Healthcare | IN | 501(c)(3) | 9 | IUH | Yes (true) |
| Goshen Health System Inc | ||||||||||
| 200 High Park Ave | Goshen | IN | 46527 | 351974765 | Healthcare | IN | 501(c)(3) | 11 I | IUH | Yes (true) |
| Goshen Hospital Association Inc | ||||||||||
| 200 High Park Ave | Goshen | IN | 46527 | 356001540 | Healthcare | IN | 501(c)(3) | 3 | GHS | Yes (true) |
| HealthLINC Incorporated | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 263571507 | Healthcare | IN | 501(c)(3) | 9 | IUHB | Yes (true) |
| Indiana Health Info Exchange Inc | ||||||||||
| 846 N Senate Ave | Indianapolis | IN | 46202 | 364550324 | Healthcare | IN | 501(c)(3) | 11 I | NA | false |
| Indiana Radiology Partners Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 201017034 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Arnett Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 356079797 | Fundraising | IN | 501(c)(3) | 11 I | IUHA | Yes (true) |
| IU Health Arnett Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 263162145 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Ball Memorial Hospital Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 350867958 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Ball Memorial Physicians Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351925641 | Healthcare | IN | 501(c)(3) | 9 | IUHBMH | Yes (true) |
| IU Health Bedford Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 237042323 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Blackford Hospital Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 010646166 | Healthcare | IN | 501(c)(3) | 3 | IUHBMH | Yes (true) |
| IU Health Bloomington Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351720796 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health BMH Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 311111784 | Fundraising | IN | 501(c)(3) | 11 I | IUHBMH | Yes (true) |
| IU Health Care Associates Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351747218 | Healthcare | IN | 501(c)(3) | 9 | IUH | Yes (true) |
| IU Health Goshen Foundation Inc | ||||||||||
| 200 High Park Ave | Goshen | IN | 46527 | 462565300 | Fundraising | IN | 501(c)(3) | 11 I | GHS | Yes (true) |
| IU Health LaPorte Hospital Inc | ||||||||||
| PO Box 250 | LaPorte | IN | 46352 | 351125434 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health LaPorte Physicians Inc | ||||||||||
| PO Box 250 | LaPorte | IN | 46352 | 311070868 | Healthcare | IN | 501(c)(3) | 3 | IUHLH | Yes (true) |
| IU Health Morgan Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 273533027 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health North Hospital Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351932442 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Paoli Hosp Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 310992486 | Fundraising | IN | 501(c)(3) | 9 | IUHP | Yes (true) |
| IU Health Paoli Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 352090919 | Healthcare | IN | 501(c)(3) | 3 | IUHB | Yes (true) |
| IU Health Tipton Hospital Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262772226 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health West Hospital Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351814660 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health White Mem Hosp Fndtn Inc | ||||||||||
| PO Box 952 | Monticello | IN | 47960 | 351671806 | Fundraising | IN | 501(c)(3) | 11 III-FI | IUHWMH | Yes (true) |
| IU Health White Memorial Hospital Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 273532963 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Medical Group Foundation Inc | ||||||||||
| 340 W 10th St No FS5100 | Indianapolis | IN | 46202 | 201093251 | Fundraising | IN | 501(c)(3) | 11 II | NA | false |
| LaPorte Hospital Foundation Inc | ||||||||||
| PO Box 250 | LaPorte | IN | 46352 | 310952775 | Fundraising | IN | 501(c)(3) | 11 I | NA | false |
| Methodist Health Foundation Inc | ||||||||||
| 1800 N Capitol Ave | Indianapolis | IN | 46202 | 356043086 | Fundraising | IN | 501(c)(3) | 11 I | IUH | Yes (true) |
| Methodist Health Group Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 350876390 | Healthcare | IN | 501(c)(3) | 11 III-FI | NA | false |
| Methodist Medical Group Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351945384 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| Methodist Occup Health Centers Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351844176 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| Methodist Research Institute Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 352023710 | Healthcare | IN | 501(c)(3) | 11 I | IUH | Yes (true) |
| MH Healthcare Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351766531 | Healthcare | IN | 501(c)(3) | 3 | MMG | Yes (true) |
| Morgan Co Mem Hosp Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 352035162 | Fundraising | IN | 501(c)(3) | 11 II | IUHMH | Yes (true) |
| Morgan Co Mem Hosp Guild Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 310886844 | Fundraising | IN | 501(c)(3) | 11 III-FI | IUHMH | Yes (true) |
| Morgan Health Services Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351968564 | Healthcare | IN | 501(c)(3) | 3 | IUHMH | Yes (true) |
| Rehabilitation Hospital of Indiana Inc | ||||||||||
| 4141 Shore Dr | Indianapolis | IN | 46254 | 351786005 | Healthcare | IN | 501(c)(3) | 3 | MHH | Yes (true) |
| RHI Foundation Inc | ||||||||||
| 4141 Shore Dr | Indianapolis | IN | 46254 | 351932349 | Fundraising | IN | 501(c)(3) | 11 I | RHI | Yes (true) |
| The Cheer Guild of Riley Hos for Child | ||||||||||
| 705 Riley Hospital Dr | Indianapolis | IN | 46202 | 356018517 | Fundraising | IN | 501(c)(3) | 11 III-FI | NA | false |
| University Family Physicians Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 237427350 | Healthcare | IN | 501(c)(3) | 9 | IUHCA | Yes (true) |
| MDwise Marketplace Inc | ||||||||||
| 1200 Madison Ave | Indianapolis | IN | 46225 | 465270582 | Insurance | IN | 501(c)(4) | N/A | IUH | Yes (true) |
| MDwise Network Inc | ||||||||||
| 1200 Madison Ave | Indianapolis | IN | 46225 | 472619552 | Insurance | IN | 501(c)(4) | N/A | IUH | Yes (true) |
| Tipton Co Health Care Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 311231905 | Fundraising | IN | 501(c)(3) | 11 I | IUHTH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ball Outpatient Sur Ctr LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35209 | 270275794 | Healthcare | IN | BOSCH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| Beltway Surgery Centers LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35209 | 352072586 | Healthcare | IN | BSCH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| Bloomington Endo Centers LLC | ||||||||||||||
| PO Box 1149 | Bloomington | IN | 47402 | 352117943 | Healthcare | IN | IUHB | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| BOSC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454147343 | Healthcare | IN | IUH | RELATED | $1,934,797 | $6,061,665 | false | $0 | false | 0.51000 |
| BSC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 452314634 | Healthcare | IN | IUH | RELATED | $18,352,251 | $23,704,823 | false | $0 | false | 0.51000 |
| Cardinal Health Init LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 300102702 | Purchasing | IN | IUHBMH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| CHV Fund I LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262523206 | Venture Capital | IN | IUH | EXCLUDED | $81,496 | $18,834,046 | false | $0 | false | 1.00000 |
| CHV Fund II Management LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 371717823 | Venture Capital | IN | CHV | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| CHV Fund II LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 800902337 | Venture Capital | IN | IUH | EXCLUDED | -$1,600 | $3,499,999 | false | $0 | false | 1.00000 |
| CHV Fund Management LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262523151 | Venture Capital | IN | CHV | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| Clarian Health Network LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 352055030 | Healthcare | IN | IUH | RELATED | $0 | $0 | false | $0 | false | 0.66700 |
| Eagle High Surg Center LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35209 | 352259204 | Healthcare | IN | EHSCH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| EHSC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454147879 | Healthcare | IN | IUH | RELATED | $3,238,616 | $4,403,847 | false | $0 | false | 0.51000 |
| Health Venture Management LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 205740218 | Management | IN | IUH | UNRELATED | $781,710 | $2,238,145 | false | $561,488 | false | 0.99000 |
| IEC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454148032 | Healthcare | IN | IUH | RELATED | $2,802,640 | $3,651,832 | false | $0 | false | 0.51000 |
| Indiana Endoscopy Centers LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35209 | 208398421 | Healthcare | IN | IECH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| IUH Saxony Surgery Ctr LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35209 | 275271091 | Healthcare | IN | SSCH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| ROC Surgery LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35209 | 271497960 | Healthcare | IN | ROCSH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| ROCS Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454148369 | Healthcare | IN | IUH | RELATED | $1,630,861 | $2,871,222 | false | $0 | false | 0.51000 |
| Senate St Surgery Center LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35209 | 421709357 | Healthcare | IN | SSSCH | N/A | $0 | $0 | false | $0 | false | 0.00000 |
| SSC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 464472887 | Healthcare | IN | IUH | RELATED | $333,514 | $3,696,329 | false | $0 | false | 0.51000 |
| SSSC Holdings LLC | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454148167 | Healthcare | IN | IUH | RELATED | $2,734,725 | $3,831,463 | false | $0 | false | 0.51000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BMH Medical Pavilion Association Inc | |||||||||||||||||
| 2525 W University Ave | Muncie | IN | 47303 | 351858408 | Condo Management | IN | IUHBMH | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| Cardinal Health Ventures Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351611424 | Management | IN | IUHBMH | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| CHV Capital Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 260752507 | Venture Capital | IN | IUH | C | $875,274 | $281,832 | 1.00000 | Yes (true) | |||||
| IU Health 457(B) Plan | |||||||||||||||||
| 1100 N Market St | Wilmington | DE | 19890 | 476948347 | Investments | IN | IUH | T | $425,456 | $0 | 1.00000 | Yes (true) | |||||
| IU Health ACO Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454421020 | Healthcare | IN | IUH | C | $0 | $0 | 1.00000 | Yes (true) | |||||
| IU Health Board Designated Trust | |||||||||||||||||
| 400 Howard St | San Francisco | CA | 94105 | 306309021 | Investments | IN | IUH | T | $15,049,630 | $222,423,088 | 1.00000 | Yes (true) | |||||
| IU Health NTGI S&P500 Fund CF | |||||||||||||||||
| PO Box 804358 | Chicago | IL | 60680 | 306298263 | Investments | IN | IUH | T | $11,290,155 | $277,990,636 | 1.00000 | Yes (true) | |||||
| IU Health Plans Holding Company Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 463794815 | Insurance | IN | IUH | C | $2,073 | $1,500,573 | 1.00000 | Yes (true) | |||||
| IU Health Plans NFP Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 463803873 | Insurance | IN | IUHPHC | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| IU Health Plans Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262127080 | HMO | IN | IUH | C | $134,838,757 | $13,186,415 | 1.00000 | Yes (true) | |||||
| IU Health Risk Purchasing Group Inc | |||||||||||||||||
| 151 Meeting St Ste 301 | Charleston | SC | 29401 | 260202446 | Insurance | IN | IUH | C | $0 | $8,004 | 1.00000 | Yes (true) | |||||
| IU Health Risk Retention Group Inc | |||||||||||||||||
| 151 Meeting St Ste 301 | Charleston | SC | 29401 | 201107674 | Insurance | SC | IUH | C | $4,094,077 | $50,990,094 | 0.97000 | Yes (true) | |||||
| IU Health Southern IN Physicians Inc | |||||||||||||||||
| PO Box 1149 | Bloomington | IN | 47402 | 351913875 | Healthcare | IN | IUHB | C | $5,558,325 | $1,412,116 | 0.07692 | Yes (true) | |||||
| IUH Assurance SPC Ltd | |||||||||||||||||
| 980395429 | Insurance | IUH | C | $22,108,573 | $95,560,869 | 1.00000 | Yes (true) | PO BOX 69 94 SOLARIS AVE | CAMANA BAY | GRAND CAYMAN | CJ | CJ | |||||
| Occ-Health Revenue Systems Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 203308057 | Work Comp PPO | IN | MOHC | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| Parkmor Drug Inc | |||||||||||||||||
| 1501 S Main St | Goshen | IN | 46526 | 131394980 | Pharmacy Sales | IN | GHS | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| PILR Inc | |||||||||||||||||
| 200 High Park Ave | Goshen | IN | 46526 | 204294750 | Development | IN | GHS | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| Proteuo Fund LP | |||||||||||||||||
| 981075227 | Investments | IUH | C | $7,063,298 | $189,982,565 | 1.00000 | Yes (true) | PO BOX 31106 89 NEXUS WAY | CAMANA BAY | GRAND CAYMAN | CJ | CJ | |||||
| Radiation Oncology Resources Inc | |||||||||||||||||
| 200 High Park Ave | Goshen | IN | 46526 | 262008424 | Healthcare | IN | GHS | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| SCANS Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 453080392 | Healthcare | IN | CHVF1 | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| Univ Hlth (Shanghai) Mgt Con Co Ltd | |||||||||||||||||
| Management | UHMC | C | $0 | $0 | 0.00000 | Yes (true) | 88 CENTURY AVE | SHANGHAI | CH | CH | |||||||
| University Health Management Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 272891143 | Management | IN | CHV | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| University Health Mgmt (China) Inc | |||||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 273891311 | Management | IN | CHV | C | $0 | $0 | 0.00000 | Yes (true) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (88 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IU HEALTH ARNETT INC | ||
| A | $12,702,957 | FMV |
| IU HEALTH BEDFORD INC | ||
| A | $106,709 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| A | $1,035,934 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| A | $1,454,709 | FMV |
| GOSHEN HOSPITAL ASSOCIATION INC | ||
| A | $1,209,095 | FMV |
| IU HEALTH PLANS INC | ||
| A | $172,065 | FMV |
| IU HEALTH LAPORTE HOSPITAL INC | ||
| A | $920,870 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| A | $14,659,040 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| A | $883,452 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| A | $6,254,516 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||
| A | $1,158,718 | FMV |
| METHODIST RESEARCH INSTITUTE INC | ||
| B | $2,109,566 | FMV |
| SSC HOLDINGS LLC | ||
| B | $2,602,040 | FMV |
| INDIANA UNIVERSITY HEALTH PLANS INC | ||
| B | $4,000,000 | FMV |
| MDWISE MARKETPLACE INC | ||
| B | $2,479,450 | FMV |
| METHODIST HEALTH FOUNDATION INC | ||
| B | $330,250 | FMV |
| METHODIST HEALTH FOUNDATION INC | ||
| C | $4,358,840 | FMV |
| IU HEALTH ARNETT INC | ||
| J | $294,011 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| J | $110,065 | FMV |
| BELTWAY SURGERY CENTERS LLC | ||
| J | $278,745 | FMV |
| EAGLE HIGHLANDS SURGERY CENTER LLC | ||
| J | $56,250 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| J | $4,457,040 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| J | $1,783,347 | FMV |
| ROC SURGERY LLC | ||
| J | $467,106 | FMV |
| SENATE STREET SURGERY CENTER LLC | ||
| J | $72,500 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| J | $410,039 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| K | $396,797 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| K | $275,011 | FMV |
| IU HEALTH ACO INC | ||
| L | $1,815,637 | FMV |
| IU HEALTH ARNETT INC | ||
| L | $33,199,222 | FMV |
| IU HEALTH BEDFORD INC | ||
| L | $3,355,435 | FMV |
| IU HEALTH BLACKFORD INC | ||
| L | $1,034,176 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| L | $27,878,095 | FMV |
| IU HEALTH BALL MEMORIAL PHYSICIANS INC | ||
| L | $1,672,771 | FMV |
| BALL OUTPATIENT SURGERY CENTER LLC | ||
| L | $753,944 | FMV |
| BELTWAY SURGERY CENTER LLC | ||
| L | $3,789,781 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| L | $11,953,603 | FMV |
| CLARIAN TRANSPLANT INSTITUTE INC | ||
| L | $136,239 | FMV |
| EAGLE HIGHLANDS SURGERY CENTER LLC | ||
| L | $1,127,812 | FMV |
| GOSHEN HOSPITAL ASSOCIATION INC | ||
| L | $819,454 | FMV |
| INDIANA UNIVERSITY HEALTH PLANS INC | ||
| L | $344,432 | FMV |
| INDIANA ENDOSCOPY CENTERS LLC | ||
| L | $638,264 | FMV |
| INDIANA RADIOLOGY PARTNERS INC | ||
| L | $1,906,895 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| L | $26,774,314 | FMV |
| IU HEALTH LAPORTE HOSPITAL INC | ||
| L | $1,921,074 | FMV |
| IU HEALTH MORGAN INC | ||
| L | $2,708,259 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| L | $19,372,724 | FMV |
| IU HEALTH PAOLI INC | ||
| L | $1,468,422 | FMV |
| ROC SURGERY LLC | ||
| L | $1,174,134 | FMV |
| IU HEALTH RISK RETENTION GROUP INC | ||
| L | $1,679,230 | FMV |
| IU HEALTH SOUTHERN INDIANA PHYSICIANS INC | ||
| L | $2,918,169 | FMV |
| SENATE STREET SURGERY CENTER LLC | ||
| L | $1,359,131 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| L | $3,204,284 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| L | $16,655,165 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||
| L | $2,181,828 | FMV |
| IU HEALTH ARNETT INC | ||
| M | $631,531 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| M | $50,353 | FMV |
| CHV FUND I LLC | ||
| M | $624,996 | FMV |
| CHV FUND II LLC | ||
| M | $249,996 | FMV |
| CLARIAN TRANSPLANT INSTITUTE INC | ||
| M | $3,322,255 | FMV |
| HEALTH VENTURE MANAGEMENT LLC | ||
| M | $3,250,312 | FMV |
| INDIANA RADIOLOGY PARTNERS INC | ||
| M | $112,231 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| M | $73,062,594 | FMV |
| METHODIST OCCUPATIONAL HEALTH CENTERS INC | ||
| M | $1,199,987 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| M | $641,199 | FMV |
| IU HEALTH ARNETT INC | ||
| O | $859,795 | FMV |
| IU HEALTH BEDFORD INC | ||
| O | $306,360 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| O | $1,186,780 | FMV |
| BELTWAY SURGERY CENTERS LLC | ||
| O | $368,873 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| O | $436,841 | FMV |
| IUH ASSURANCE SPC LTD | ||
| O | $506,250 | FMV |
| IU HEALTH PLANS INC | ||
| O | $122,208 | FMV |
| INDIANA RADIOLOGY PARTNERS INC | ||
| O | $250,451 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| O | $6,115,949 | FMV |
| IU HEALTH LAPORTE HOSPITAL INC | ||
| O | $51,200 | FMV |
| IU HEALTH MORGAN INC | ||
| O | $283,284 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| O | $1,786,942 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| O | $655,230 | FMV |
| IU HEALTH WEST HOSPITAL INC | ||
| O | $427,007 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||
| O | $135,187 | FMV |
| IUH ASSURANCE SPC LTD | ||
| R | $5,652,458 | FMV |
| IU HEALTH RISK RETENTION GROUP INC | ||
| R | $8,315,790 | FMV |
| BOSC HOLDINGS LLC | ||
| S | $1,936,980 | FMV |
| BSC HOLDINGS LLC | ||
| S | $18,545,692 | FMV |
| EHSC HOLDINGS LLC | ||
| S | $3,212,235 | FMV |
| IEC HOLDINGS LLC | ||
| S | $3,262,954 | FMV |
| ROCS HOLDINGS LLC | ||
| S | $1,782,960 | FMV |
| SSSC HOLDINGS LLC | ||
| S | $2,864,874 | FMV |