2015-08-04T09:52:09-05:00 2012-12-31 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990 2012-01-01 351955872 INDIANA UNIVERISTY HEALTH INC % BROC BUDDE INDI 3179624575 950 N MERIDIAN STREET SUITE 800 Suite INDIANAPOLIS IN 46204 RYAN C KITCHELL 2015-07-20 JENNIFER D RHODERICK 3176817000 2012 2016-02-25 16:41:14Z X DANIEL F EVANS JR 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 3449350421 false X WWW.IUHEALTH.ORG X 1995 IN Improve the health of our patients and community through innovation and excellence in care, education, research and service. 14 11 18110 1300 29236385 2941339 28801633 14662575 2576590196 3020604837 261326337 59613927 44550786 42316799 2911268952 3137198138 17721763 23548346 0 0 1034086386 1110266709 0 0 385 1444373360 1580149074 2496181509 2713964129 415087443 423234009 4366601484 4994322961 2500261117 2689261531 1866340367 2305061430 X Improve the health of our patients and community through innovation and excellence in care, education, research and service. false false 2265111346 23545346 3039924957 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 2012 program service accomplishments. 2265111346 true true false true false false false false false true true true false false true false false true false true true false false false false false true true true true true true false false false false false false false false true true false false false false true true true true false false true X 969 0 true 18110 true true true true CJ false false false false false false false false X 14 11 true false false false true true true true true false false true true true true true true true true true true IN X BROC BUDDE 3179624575 950 N MERIDIAN STREET SUITE 800 INDIANAPOLIS IN 46204 X V WILLIAM HUNT 6.0 0.0 X X 0 0 0 THOMAS W CHAPMAN PHD 6.0 0.0 X X 23750 0 0 D CRAIG BRATER MD 6.0 0.0 X X 34775 0 0 THE HON SARAH EVANS BARKER 6.0 0.0 X 0 0 0 WILLIAM R CAST MD 6.0 0.0 X 23750 0 0 BISHOP MICHAEL J COYNER 6.0 0.0 X 0 0 0 J SCOTT DAVISON 6.0 0.0 X 38750 0 0 DANIEL F EVANS JR 55.0 0.0 X X 1431721 0 865442 CHARLES E GOLDEN 6.0 0.0 X 51250 0 0 DAVID W GOODRICH 6.0 0.0 X 52250 0 0 JAMES E LINGEMAN MD 6.0 55.0 X 29250 878696 42957 ANGELA BARRON MCBRIDE PHD 6.0 0.0 X 29750 0 0 MICHAEL A MCROBBIE PHD 6.0 0.0 X 26250 0 0 ANNE NOBLES 6.0 0.0 X 26500 0 0 NORMAN G TABLER JR 55.0 0.0 X 584258 0 639156 RYAN C KITCHELL 55.0 0.0 X 545544 0 122934 ISADORE RIVAS 55.0 0.0 X 323333 0 20980 SAMUEL L ODLE 55.0 0.0 X 6190549 0 37429 JAMES G TERWILLIGER 55.0 0.0 X 416621 0 105217 RICHARD F GRAFFIS MD 55.0 55.0 X 794562 11309 40512 LINDA Q EVERETT PHD RN 55.0 0.0 X 954865 0 45808 JAMES A JORGENSON 55.0 0.0 X 231523 0 40432 JOHN C KOHNE MD 37.0 18.0 X 522479 257341 45666 DEBRA L UHL 55.0 0.0 X 277510 0 322010 KELLY L BRAVERMAN 55.0 0.0 X 160055 0 13144 LINDA K CHASE RN 55.0 0.0 X 222942 0 39042 JEFFREY L SPERRING MD 55.0 0.0 X 370845 0 103766 MARILYN L COX RN 55.0 0.0 X 316541 0 174431 EDWARD A HARLAMERT MD 55.0 0.0 X 995423 0 38489 LAWRENCE S KLEIN MD 55.0 0.0 X 777528 0 39502 SAMI AASAR MD 55.0 0.0 X 770325 0 50327 BLAIR S MACPHAIL MD 55.0 0.0 X 765702 0 51400 DEON W VIGILANCE MD 55.0 55.0 X 721555 147906 54054 DANIEL L FINK 0.0 0.0 X 407152 0 3365 RICHARD S HELSPER 55.0 0.0 X 115892 0 1236 18233200 1295252 2897299 789 true true false IU HEALTH CARE ASSOCIATES INC 950 N MERIDIAN STREET SUITE 800 INDIANAPOLIS IN 46204 MEDICAL 65916950 MESSERHARMON IV LLC 5158 FISHWICK DRIVE CINCINNATI OH 45216 CONSTRUCTION 18850480 CERNER CORPORATION 2800 ROCKCREEK PARKWAY KANSAS CITY MO 64117 SOFTWARE MAINTENANCE 17163616 ERMCO INC 1625 W THOMPSON ROAD INDIANAPOLIS IN 46206 CONSTRUCTION 12017862 TURNER-HARMON JOINT VENTURE 9190 PRIORITY WAY W DR STE 210 INDIANAPOLIS IN 46240 CONSTRUCTION 10199622 449 318907 4837227 9506441 14662575 NET PATIENT SERVICE REVENUE 621111 2264614589 2264614589 0 0 REFERENCE LABORATORY 621500 387452299 382724776 4727523 0 SHARED SERVICES 541900 145784291 141131069 4653222 0 MEMBER PREMIUM REVENUE 900099 139666375 139666375 0 0 PHARMACY 446110 61190741 46081334 15109407 0 21896542 21696539 200003 0 3020604837 41898259 19320120 22578139 0 230687 230687 13465515 14236300 -770785 0 -770785 3473 -774258 309518213 6113438 292413373 5502610 17104840 610828 17715668 17715668 0 0 0 CAFETERIA/FOOD SERVICE 721110 8658370 0 0 8658370 PARKING 812930 1668518 0 0 1668518 TELEPHONE 517000 1659468 0 0 1659468 30870541 0 4542757 26327784 42856897 3137198138 3015234802 29236385 78064376 23345346 23345346 203000 203000 0 0 16480521 13398110 3082411 113404 92294 21110 867969548 706396779 161572769 53550567 48421416 5129151 111832225 84620176 27212049 60320444 52123244 8197200 0 1916902 1916902 1397584 1397584 540414 540414 0 2375045 2375045 241539532 169955545 71583987 23334163 11112533 12221630 40017234 10586333 29430901 43991366 6561989 37429377 0 74152258 55121670 19030588 2571098 1838364 732734 0 217948 111334 106614 53741506 51934279 1807227 0 156176122 118431812 37744310 20132502 14209669 5922833 DRUGS AND MEDICAL SUPPLIES 520143116 520143116 0 0 HEALTH CLAIMS TO PROVIDERS 142448816 142448816 0 0 BAD DEBT 70539991 70539991 0 0 UBI TAX (REFUND) -49510 0 -49510 0 184962987 163515530 21447072 385 2713964129 2265111346 448852398 385 187465 304494 260656360 458160388 0 1221606 345494225 333416470 0 0 0 0 419455511 764231885 50223697 46198194 17713963 21916532 3370162677 1704116909 1865444124 1666045768 1192554281 871699522 0 583477431 192050855 230183402 11983073 11184845 10837930 6282424 4366601484 4994322961 323624865 352794354 0 0 44763657 33302336 1408584900 1364411661 0 0 0 0 300061203 358474167 0 0 423226492 580279013 2500261117 2689261531 X 1861443786 2300167849 0 0 4896581 4893581 1866340367 2305061430 4366601484 4994322961 X 423234009 78184662 0 0 0 -62697608 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false true 10000 true 442110 false true 88304 540414 false Schedule C, Part II-B Lines 1b and g - Paid staff and direct contact with legislators During 2012, Indiana University Health, Inc. ("IU Health") spent $442,110 in federal and state lobbying expenditures. During 2012, 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 - Medicare Shared Savings Program - Provider direct supervision - Changes to OPPS/IPPS reimbursement - Hospital Assessment Fees (provider taxes) - IRS requirements for charitable hospitals During 2012, IU Health lobbied at the state level on the following issues: - Statewide smoking ban - Provider reimbursements - Medicaid reimbursement policies - Budget appropriations - Workers compensation - Provider licensure matters - Physician order for scope of treatment - Workforce and smoking policies - Insurance matters - Healthcare reform - Hospital liens - Health insurance exchanges - Medicaid managed care Schedule C, Part II-B Lines 1f - Grants to other organizations for lobbying purposes Indiana University Health, Inc. ("IU Health") made a contribution to Safety Net Hospitals for Pharmaceutical Access ("SNHFPA") during 2012 in the amount of $10,000. SNHFPA notified IU Health that 100% of this contribution would be used for lobbying expenditures. Schedule C, Part II-B Lines 1j - Other Activities Indiana University Health, Inc. ("IU Health") paid institutional membership dues to the American Hospital Association ("AHA"), Indiana Hospital Association ("IHA"), U.S. Chamber of Commerce ("USCOC"), Healthcare Leadership Council ("HLC"), National Association of Children's Hospitals & Related Institutions ("NACHRI"), and Safety Net Hospitals for Pharmaceutical Access ("SNHFPA") during 2012 in the amount of $70,724, $166,824, $50,000, $25,000, $137,710, $22,013, respectively. Each membership organization notified IU Health that a portion of the dues it paid were used for lobbying purposes. The AHA used 24.60%, or $17,398 of 2012 membership dues paid by IU Health, for lobbying expenditures. The IHA used 5.44%, or $9,075 of the 2012 membership dues paid by IU Health, for lobbying expenditures. The USCOC used 55%, or $27,500 of the 2012 membership dues paid by IU Health, for lobbying expenditures. The HLC used 60%, or $15,000 of the 2012 membership dues paid by IU Health, for lobbying expenditures. The NACHRI used 10.84%, or $14,928 of the 2012 membership dues paid by IU Health, for lobbying expenditures. The SNHFPA used 20%, or $4,403 of the 2012 membership dues paid by IU Health, for lobbying expenditures. The total membership dues paid to these organizations by IU Health during 2012 that were attributable to lobbying expenditures was $88,304. 4896581 3000 4893581 5186440 289859 4896581 5220052 33612 5186440 82476620 800000 76244118 212450 5220052 72300805 10329033 90972 244190 82476620 0.00000 1.00000 0.00000 false true true 141664066 141664066 1772502094 722256027 1050246068 16406706 9621204 6785502 1177608226 937727252 239880973 261981585 34512426 227469159 1666045768 ALTERNATIVE INVESTMENTS 583477431 C 583477431 0 INTEREST RATE SWAP LIABILITIES 163336447 INTERCOMPANY PAYABLES (NET) 332917310 DUE TO THIRD-PARTY PAYORS 25305633 PENSION AND OTHER RETIREMENT LIABILITIES 33282065 ENVIRONMENTAL OBLIGATIONS 4567017 SELF-INSURANCE LIABLITIES 4323006 ACCRUED INTEREST ON BONDS 16546308 ALL OTHER LIABILITIES 1227 580279013 Schedule D, Part V - Endowment Funds Line 4 - Intended Uses of Organization's Endowment Funds Temporarily and 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 - Other Liabilities Line 2 - FIN 48 (ASC 740) Footnote Indiana University Health, Inc. ("IU Health") adopted FIN 48 in 2007. No disclosures were required in 2012 under GAAP as IU Health does not have any material tax contingencies that required disclosures in the footnotes. Central America and the Caribbean Investments N/A 713352683 Europe (Including Iceland and Greenland) Investments N/A 7426866 Central America and the Caribbean Program Services SELF-INSURANCE 5358753 Central America and the Caribbean Unrelated Trade or Business N/A 4542757 North America Investments N/A 1507684 Central America and the Caribbean Conduct board meetings N/A 109453 East Asia and the Pacific 1 Program Services DIABETES CLINIC 26059 1 1 732324255 732324255 true false true false false false Schedule F, Part I - Activities Outside the United States Line 3 - Activities per Region The amounts reported on Schedule F, Part I, Line 3 include the book values of foreign investments, insurance premiums paid directly to an off-shore captive and travel and meeting expenses paid to attend an off-shore captive meeting. Additionally during 2012, University Health Management (China), Inc. ("UHMC"), a subsidiary of Indiana University Health, Inc. ("IU Health"), entered into an agreement with Zhejiang Hospital in the Zhejiang province of China to exclusively collaborate in the management of the several free-standing diabetes centers. As part of this arrangement, UHMC entered into a leased personnel services agreement with IU Health, whereby UHMC would lease an IU Health employee to provide services with regard to its agreement with Zhejiang Hospital. 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NEUROSCIENCE CENTER OF EXCELLENCE Schedule H, Part I - Financial Assistance Line 3c N/A Schedule H, Part I - Financial Assistance Line 6a - Community Benefit Report Prepared by Related Organization Indiana University Health, Inc.'s ("IU Health") community benefits and investments are included in the IU Health Community Benefit Report which is made available to the public on its website at www.iuhealth.org/getstrong. The Community Benefit report is also distributed to numerous key organizations throughout the State of Indiana to broadly share IU Health's community benefit efforts and investments statewide, and is available by request through the Indiana State Department of Health or IU Health. Schedule H, Part I - Financial Assistance Line 7, Column (f) - Bad Debt Expense The amount of bad debt expense included on Form 990, Part IX, Line 25, column (A), but subtracted for purposes of calculating the percentage of total expense is $70,539,991. The bad debt expense of $27,117,940 on Schedule H, Part III, Line 2 is reported at cost. Schedule H, Part I - Financial Assistance Line 7 - Total Community Benefit Expense Percentage of Total Expenses listed on Schedule H, Part I, Line 7, Column (f) is calculated based on Net Community Benefit Expense. The Percentage of Total Expenses calculated based on Total Community Benefit Expense is 32.00%. Schedule H, Part I - Financial Assistance Line 7g - Subsidized Health Services Indiana University Health, Inc. does not include any costs associated with physician clinics as subsidized health services. Schedule H, Part II - Community Building Activities Promotion of Health in Communities Served IU Health participated in a variety of community-building activities that address the underlying quality of life in the communities it serves. IU Health as a statewide healthcare system invested in economic development efforts across the state collaborated with like-minded organizations through coalitions that address key issues, and advocated for improvements in the health status of vulnerable populations. IU Health contributed nearly $2 million to community-building activities in 2012, serving over 52,600 people statewide. Together, IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, IU Health North Hospital, IU Health West, IU Health Saxony invested nearly $850,000 in community-building activities by providing investments and resources to local community initiatives that addressed economic development, community support and workforce development. Additionally, through IU Health's team member community benefit service program, Strength That Cares, team members across the state made a difference in the lives of thousands of Hoosiers. In 2012, team members: - Built 25 Habitat for Humanity home panels throughout Indiana. Three of those homes were given to victims of the Henryville, Indiana tornado. - Impacted the lives of just over 400 at-risk children by serving as camp or reading buddies in IU Health's Kindergarten Countdown program to prepare at-risk children for their first day of kindergarten. Schedule H, Part III - Bad Debt, Medicare, & Collection Practices Line 4 - Bad Debt Expense The provision for uncollected patient accounts is based upon management's assessment of historical and expected net collections considering 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, and historical write-off experience by payor category, as adjusted for collection indicators. The results of the review are then used to make any modifications to the provision for uncollected patient accounts and the allowance for uncollectible accounts. In addition, Indiana University Health, Inc. ("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 charity care and financial assistance policies of IU Health. The bad debt expense reported on Line 2 is calculated under the cost to charge ratio methodology. IU Health provides health care services through various programs that are designed, among other matters, to enhance the health of the community and improve the health of low-income patients. In addition, IU Health provides services intended to benefit the poor and underserved, including those persons who cannot afford health insurance because of inadequate resources or are uninsured or underinsured. Schedule H, Part III - Bad Debt, Medicare, & Collection Practices Line 8 - Medicare Shortfall The Medicare shortfall reported on Schedule H, Part III, Line 7 is calculated, in accordance with the Form 990 instructions, using "allowable costs" from Indiana University Health, Inc.'s ("IU Health") Medicare Cost Report. "Allowable costs" for Medicare Cost Report purposes are not reflective of all costs associated with IU Health's participation in Medicare programs. For example, the Medicare Cost Report excludes certain costs such as billed physician services, the costs of Medicare Parts C and D, fee schedule reimbursed services, and durable medical equipment services. Inclusion of all costs associated with IU Health's participation in Medicare programs would significantly increase the Medicare shortfall reported on Schedule H, Part III, Line 7. IU Health's Medicare shortfall is attributable to reimbursements that are less than the cost of providing patient care and services to Medicare beneficiaries and does not include any amounts that result from inefficiencies or poor management. IU Health accepts all Medicare patients knowing that there may be shortfalls; therefore it has taken the position that the shortfall should be counted as part of its community benefit. Additionally, it is implied in Internal Revenue Service Revenue Ruling 69-545 that treating Medicare patients is a community benefit. Revenue Ruling 69-545, which established the community benefit standard for nonprofit hospitals, states that if a hospital serves patients with governmental health benefits, including Medicare, then this is an indication that the hospital operates to promote the health of the community. Schedule H, Part III - Bad Debt, Medicare, & Collection Practices Line 9b - Written Debt Collection Policy and Financial Assistance If a patient cannot satisfy standard payment expectations, a financial assistance screening process for alternative sources of balance resolution is completed. Those resolutions may include: a discount on charges; Medicaid enrollment, interest-free loan or application for charity care. If a patient does not apply for charity care but meets the charity care guidelines established by Indiana University Health, Inc. ("IU Health"), IU Health will waive charges and treat the cost of services as charity care. Schedule H, Part V - Facility Information Section A, Line 1 - Name, Address, and Primary Website Address Indiana University Health, Inc. ("IU Health") operates several 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 www.iuhealth.org/methodist/ IU Health University Hospital 550 University Blvd. Indianapolis, IN 46202 www.iuhealth.org/university/ Riley Hospital for Children at IU Health 705 Riley Hospital Dr. Indianapolis, IN 46202 www.iuhealth.org/riley/ IU Health Saxony Hospital 13000 E. 136th St. Fishers, IN 46037 www.iuhealth.org/saxony/ Schedule H, Part VI - Supplemental Information Line 2 - Needs Assessment Communities are multifaceted and so are their health needs. Indiana University Health, Inc. ("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 utilizing the detailed community needs assessments undertaken by 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. Schedule H, Part VI - Supplemental Information Line 3 - Patient Education of Eligibility for Assistance Indiana University Health, Inc. ("IU Health") goes to great lengths to ensure patients know that IU Health treats all patients regardless of their ability to pay. IU Health shares financial assistance information with patients during the admission process, billing process and online. Helping patients understand that financial support for their care is a part of IU Health's commitment to its mission. IU Health's financial assistance policy exists to serve those in need by providing financial relief to patients who ask for assistance after care has been provided. During the admissions process, opportunities for financial assistance are discussed with patients who are identified as a self-pay patient, or requests assistance information. The patient is also provided with an Admissions Packet that provides information regarding IU Health's financial assistance program. Financial counselors are onsite to assist financial concerns or questions during the patient's stay. Patient Financial Services - Customer Service representatives can 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 demographics. A summary of the financial assistance policy is printed on the back of each patient statement, while the financial assistance application is mailed to all uninsured IU Health patients at the conclusion of their treatment along with a summary of the incurred charges. Additionally, on the back of each patient statement is a phone number that will allow patients the ability to request financial assistance. Uninsured patients are also made aware of this process at the time of registration. The IU Health website (iuhealth.org) has a page dedicated to financial assistance and offers an online application and phone numbers for customer service representatives to assist with the application process. IU Health has an expansive financial assistance program, which aligns with IU Health's policy and utilizes the federal poverty guidelines to determine eligibility, making access to quality care within a patient's reach. The IU Health Financial Assistance policy provides the following support to patients that qualify. - Free care for those earning up to 200 percent of federal poverty guidelines; - Discounted care on a sliding scale for families earning from 200 to 400 percent of federal poverty guidelines; and - Discounted care on a sliding scale for uninsured families earning from 400 to 650 percent of federal poverty guidelines, and - Financial assistance to patients whose health insurance coverage, if any, does not provide full coverage for all of their medical expenses and whose medical expenses would make them indigent if they were forced to pay full charges. Patients are guided through their course of care with particular sensitivity, reviewing changing circumstances and allowing for financial assistance at any point during the relationship and billing process with the patient. For those inpatients that may qualify for the Medicaid program and have not applied, IU Health financial counselors will assist patients with the Medicaid application. If a patient does not apply for financial assistance, but meets the financial assistance guidelines established by IU Health, IU Health will waive charges and treat the cost of services as financial assistance. Schedule H, Part VI - Supplemental Information Line 4 - Community Information Indiana University Health, Inc. ("IU Health"), which includes IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, IU Health West Hospital, IU Health North Hospital, and IU Health Saxony Hospital, serves a large geographic area in Central Indiana. Each individual hospital serves a unique subsection of the community and details for each are included below. IU Health Methodist Hospital Service Area Counties: Marion, Hendricks, Johnson, Morgan, Hamilton, Madison, Hancock, Shelby, and Boone 75% of the IU Health Methodist inpatient discharge population resides in Marion (66%), Hendricks (4%), Johnson (3%), and Morgan (2%) counties 29% of community discharges were for patients with Medicaid, 25% were for patients with Medicare, and 17% were for uninsured/self-pay patients 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 33% of the Riley Hospital for Children at IU Health total inpatient discharge population resides in Marion County; the other 67% is distributed fairly evenly across 89 other counties in the state of Indiana. 57% of IU Health Riley community discharges were for patients with Medicaid, 35% were for patients with commercial insurance, 1% were for patients with Medicare, and 4% were for self-pay patients 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 IU Health University total inpatient discharge population resides in Marion County; the other 68% is distributed fairly evenly across 91 other counties in the state of Indiana 44% of IU Health University community discharges were for patients with commercial insurance, 31% were for patients with Medicare, 14% were for patients with Medicaid, and 5% were for uninsured or self-pay patients IU Health West Hospital Service Area Counties: Marion, Hendricks, Putnam, Morgan, Johnson, Boone, and Montgomery Approximately 75% of the IU Health West inpatient discharge population resides in Marion (65%) and Hendricks (11%) counties 12% of community discharges were for patients with Medicaid, 31% were for patients with Medicare, and 8% were for uninsured/self-pay patients IU Health North Hospital Service Area Counties: Marion, Hamilton, Boone, Hendricks, Hancock, Madison, and Tipton 78% of the IU Health North inpatient discharge population resides in Marion (35%), Hamilton (32%), Boone (6%), and Hendricks (5%) counties 8% of community discharges were for patients with Medicaid, 15% were for patients with Medicare, and 4% were for uninsured/self-pay patients IU Health Saxony Hospital Service Area Counties: Marion, Hamilton, Boone, Hendricks, Hancock, Madison, and Tipton 78% of the IU Health North inpatient discharge population resides in Marion (35%), Hamilton (32%), Boone (6%), and Hendricks (5%) counties (IU Health Saxony inpatient discharge population data was not available at the time of this report) 8% of community discharges were for patients with Medicaid, 15% were for patients with Medicare, and 4% were for uninsured/self-pay patients Schedule H, Part VI - Supplemental Information Line 5 - Promotion of Community Health As an academic medical center, IU Health and IU School of Medicine work together to train physicians in an exceptional environment, blending breakthrough research and treatments with the highest quality of patient care. In 2012, more than 1,000 residents and fellows received training in IU Health hospitals. IU Health is committed to improving the health and safety of the communities it serves across Indiana. From bike helmet fittings to cancer support groups to diabetes management, we bring our unique and state-of-the-art resources beyond the hospital doors and onto the front steps of Indiana communities. With nearly $24 million invested in high-quality and impactful initiatives to address community health needs, IU Health is helping Indiana residents improve their health and their quality of life. In 2012, IU Health impacted over 512,000 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. Schedule H, Part VI - Supplemental Information Line 6 - Affiliated Health Care System Indiana University Health continues to broaden its reach and positive impact throughout the state of Indiana. Indiana University Health is Indiana's most comprehensive healthcare system. A unique partnership with Indiana University 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 hospital systems by the American Nurses Credentialing Center recognizing excellence in nursing care. -Named to the 2012-2013 U.S. News & World Report's Best Hospitals Honor Roll, their highest distinction. -Eleven clinical programs ranked among the top 50 national programs in U.S. News & World Report Education and Research As an academic health center, IU Health works in partnership with Indiana University School of Medicine to train physicians, blending breakthrough research and treatments with the highest quality of patient care. Research conducted by Indiana University School of Medicine faculty gives IU Health physicians and patients access to the most leading-edge and comprehensive treatment options. Collaborative Strategic Research Initiative In 2012, IU Health and Indiana University School of Medicine announced they will invest $150 million over five years in a new research collaboration-the Strategic Research Initiative-that will enhance the institutions' joint capabilities in fundamental scientific investigation, translational research and clinical trials resulting in innovative treatments for disease. IU Health is investing $75 million in the Strategic Research Initiative and IU School of Medicine is matching that with an additional $75 million in resources. The initial focus will be on projects in the fields of neuroscience, cancer and cardiovascular disease. New treatment for aneurysm In 2012, IU Health Methodist Hospital was the first hospital in the state and second in the nation to successfully implant a special stent graft - the Ventana Fenestrated Stent Graft System - aimed at helping those who previously required invasive surgery to repair an abdominal aortic aneurysm. The new system could offer a less invasive approach by not cutting off blood flow to the kidneys or requiring open repair, which has up to a 10 percent mortality rate. IU Health surgeons are hopeful this new procedure, still in clinical trials, will have a one percent or less mortality rate. Promising tool for autism research The Riley Hospital for Children Christian Sarkine Autism Treatment Center at Indiana University Health began using a new tool - the Eye Tracker - to better detect, assess the severity, and possibly even change the treatment of autism spectrum disorders (ASDs). The Eye Tracker is a non-invasive way to gauge how people look at faces and whether a person is more prone to looking at moving objects or social situations. Studies reveal that toddlers with autism look more at moving objects than toddlers with normal development. Eye Tracker results are used to help identify subgroups of people with autism that may respond best to certain treatment. Riley Hospital at IU Health is the only hospital in the Midwest and one of just a few nationwide using the tool for autism research. IU Health system IU Health is a part of the IU Health statewide healthcare system which continues to broaden its reach and positive impact throughout the state of Indiana. IU Health is Indiana's most comprehensive academic medical center and consists of IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, IU Health West Hospital, IU Health North Hospital, IU Health Ball Memorial, IU Health Blackford Hospital, IU Health Bloomington Hospital, IU Health Paoli Hospital, IU Health Bedford Hospital, IU Health Tipton Hospital, IU Health La Porte Hospital, IU Health Starke Hospital, IU Health Morgan, IU Health White, and IU Health Goshen Hospital. Although each IU Health hospital prepares and submits its own community benefits plan relative to the local community, IU Health 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. After taking a careful look into IU Health's communities we serve, and by utilizing the detailed community needs assessments undertaken by public health officials and community partners, IU Health identified the following community health needs for 2012. Obesity Prevention To improve the lifestyle of Indiana residents, IU Health has utilized best practice methods to attack obesity in our communities. IU Health is working to improve access to nutritious foods and physical activity in low-income neighborhoods, in addition to providing traditional health education and public advocacy efforts. With these initiatives, IU Health strives to prevent chronic diseases such as obesity and diabetes and increase the awareness of the importance of making healthy choices, since Thirty-six percent of Hoosier adults are overweight and 29.5% are obese, costing the nations billions of dollars each year to treat these chronic health conditions. Garden on the Go: Year-round mobile produce delivery program, that aims to increase access to affordable, fresh fruits & vegetables for the city's most disadvantaged neighbors. Garden on the Go reported 18,998 transactions to thousands of community members in underserved neighborhoods across Marion County in 2012. For just $7, Garden on the Go shoppers can purchase one pound of green beans, one pound of bananas, one pound of tomatoes, three pounds of potatoes, a bunch of greens, a head of lettuce, a couple of apples and a couple of oranges. In 2012, Garden on the Go received the Indiana State Health Commissioner Award for Excellence in Public Health. The award is given to programs that contribute to promoting, protecting and providing for the health of the people of Indiana. Indy Urban Acres: 8-acre organic urban farm that supplies low-income Hoosiers with healthy fruits and vegetables. Produce grown at this site is given to Gleaners Food Bank. In 2012, 1,000 people benefited from Indy Urban Acres produce. The amount of fruits and vegetables generated by the farm and donated to Gleaners totaled 35,619 pounds. To learn about gardening and the importance of good nutrition, 1,000 children from the Indy Parks summer program visited Indy Urban Acres in 2012. The food pantry at IPS #14 serves 40-50 families each week. The produce from Indy Urban Acres helps provide fresh fruits and vegetables and expand the pantry's food supply, making it possible to better serve everyone who visits each week. Food pantry patrons enjoy sharing their recipes of dishes that use fresh produce. Additionally, in 2012, IU Health West entered into a partnership with the Plainfield Parks and Recreation Department, which includes the Plainfield Recreation and Aquatic Center (PRAC). The hospital provides a wide variety of services to community residents and PRAC members, including physician and healthcare expert seminars, a Mini-Marathon training group, wellness and prevention screenings, free sunscreen to pool patrons and participation in all department-sponsored walks/runs. IU Health West Hospital also partnered with the Brownsburg Chamber of Commerce to present a weekly summer Farmer's Market on the Town Hall lawn. At its peak, a dozen farmers and other vendors offered fresh produce, meats and baked goods for town residents to purchase. In addition, two of the farmer vendors completed the process to accept state WIC vouchers from low-income families to purchase healthy foods. Access to Affordable 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 work 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. IU Health Neighborhood Care Center The goal of the IU Health Neighborhood Care Center is to develop a model that might be implemented in other communities served by IU Health to improve access to healthcare for Hoosiers. The center also was conceived as a way to help decrease the number of people usin STATE FILING OF COMMUNITY BENEFIT REPORT 990 SCHEDULE H, PART VI IN, true INDIANA UNIVERSITY SCHOOL OF MEDICINE 714 N SENATE AVE INDIANAPOLIS IN 46202 356001673 501(C)(3) 20000000 0 N/A N/A RESEARCH SUPPORT METHODIST RESEARCH INSTITUTE INC 950 N MERIDIAN ST INDIANAPOLIS IN 46204 351007590 501(C)(3) 2181414 N/A N/A GENERAL SUPPORT HEALTHNET INC 3401 RAYMOND ST INDIANAPOLIS IN 46203 351579827 501(C)(3) 254100 N/A N/A GENERAL SUPPORT UNITED WAY OF CENTRAL INDIANA INC PO BOX 88409 INDIANAPOLIS IN 46208 351007590 501(C)(3) 158100 N/A N/A GENERAL SUPPORT INDIANA SPORTS CORPORATION 201 S CAPITOL AVE INDIANAPOLIS IN 46225 310975117 501(C)(3) 146667 N/A N/A GENERAL SUPPORT UNITED METHODIST FOUNDATION OF INDIANA INC 8401 FISHERS CENTER DR FISHERS IN 46038 237258100 501(C)(3) 100000 N/A N/A GENERAL SUPPORT PLAYWORKS EDUCATION ENERGIZED 380 WASHINGTON ST OAKLAND CA 94607 943251867 501(C)(3) 75000 N/A N/A GENERAL SUPPORT METHODIST HEALTH FOUNDATION INC 1800 N CAPITOL AVE INDIANAPOLIS IN 46202 356043086 501(C)(3) 50440 N/A N/A GENERAL SUPPORT CROSSROADS COUNCIL OF BOY SCOUTS OF AMERICA INC 7125 FALL CREEK RD INDIANAPOLIS IN 46256 350867962 501(C)(3) 39000 N/A N/A GENERAL SUPPORT CENTRAL INDIANA CORPORATE PARTNERSHIP INC 111 MONUMENT CIRCLE INDIANAPOLIS IN 46204 352065459 501(C)(6) 35000 N/A N/A GENERAL SUPPORT NEAR NORTH DEVELOPMENT CORPORATION 2123 N MERIDIAN ST INDIANAPOLIS IN 46202 351427889 501(C)(3) 25500 N/A N/A GENERAL SUPPORT INDIANA SPECIAL OLYMPICS INC 6100 W 96TH ST INDIANAPOLIS IN 46278 351262574 501(C)(3) 25000 N/A N/A GENERAL SUPPORT INDIANA REPERTORY THEATRE INC 140 W WASH ST INDIANAPOLIS IN 46204 351186290 501(C)(3) 22000 N/A N/A GENERAL SUPPORT FISHERS PARADE & FESTIVAL INC PO BOX 930 FISHERS IN 46038 351873340 501(C)(3) 20000 N/A N/A GENERAL SUPPORT INDIANAPOLIS PARKS FOUNDATION INC 615 N ALABAMA ST INDIANAPOLIS IN 46204 351860468 501(C)(3) 20000 N/A N/A GENERAL SUPPORT AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES ONE N FRANKLIN ST CHICAGO IL 60606 363208430 501(C)(6) 15000 N/A N/A GENERAL SUPPORT INDIANAPOLIS DOWNTOWN INC 111 MONUMENT CIRCLE INDIANAPOLIS IN 46204 351877771 501(C)(3) 15000 N/A N/A GENERAL SUPPORT THE ALBERT SCHWEITZER FELLOWSHIP 109 BROOKLINE AVE BOSTON MA 02215 131982786 501(C)(3) 15000 N/A N/A GENERAL SUPPORT BOSMA INDUSTRIES FOR THE BLIND INC 8020 ZIONSVILLE RD INDIANAPOLIS IN 46268 311246086 501(C)(3) 10000 N/A N/A GENERAL SUPPORT NAACP - GREATER INDIANAPOLIS BRANCH 300 E FALL CREEK INDIANAPOLIS IN 46205 131084135 501(C)(3) 10000 N/A N/A GENERAL SUPPORT SALVATION ARMY INDIANA DIVISION 3100 N MERIDIAN ST INDIANAPOLIS IN 46206 350868167 501(C)(3) 10000 N/A N/A GENERAL SUPPORT METROPOLITAN INDIANAPOLIS PUBLIC BROADCASTING INC 1630 N MERIDIAN ST INDIANAPOLIS IN 46202 351147600 501(C)(3) 10000 N/A N/A GENERAL SUPPORT HENDRICKS COUNTY ECONOMIC DEVELOPMENT PARTNERSHIP 5250 E US HIGHWAY 36 AVON IN 46123 351817139 501(C)(6) 7500 N/A N/A GENERAL SUPPORT 20 3 SEE PART IV 1 200000 Schedule I, Part I - General Information on Grants and Assistance Line 2 - Organization's Procedures for Monitoring the Use of Grant Funds Although Indiana University Health, Inc. 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 - Grants and Other Assistance to Individuals Line 1 Funding provided to Indiana University School of Medicine to support a management position. X X X true true X X X X true true false false false false false true false DANIEL F EVANS JR 1043576 0 313408 0 74737 0 838555 0 26887 0 2297163 0 0 0 JAMES E LINGEMAN MD 29250 849424 0 10000 0 19272 0 17500 0 25457 29250 921653 0 0 NORMAN G TABLER JR 361474 0 117125 0 105659 0 620101 0 19055 0 1223414 0 0 0 RYAN C KITCHELL 477947 0 38401 0 29196 0 96622 0 26312 0 668478 0 0 0 ISADORE RIVAS 102842 0 8250 0 212241 0 2063 0 18917 0 344313 0 0 0 SAMUEL L ODLE 356249 0 196059 0 5638241 0 21020 0 16409 0 6227978 0 3970628 0 JAMES G TERWILLIGER 323645 0 57250 0 35726 0 79520 0 25697 0 521838 0 0 0 RICHARD F GRAFFIS MD 530045 11309 163274 0 101243 0 21020 0 19492 0 835074 11309 0 0 LINDA Q EVERETT PHD RN 366906 0 106089 0 481870 0 21020 0 24788 0 1000673 0 332432 0 JAMES A JORGENSON 229717 0 0 0 1806 0 21020 0 19412 0 271955 0 0 0 JOHN C KOHNE MD 276262 136070 27604 13596 218613 107675 14084 6937 16512 8133 553075 272411 194402 0 DEBRA L UHL 275704 0 0 0 1806 0 304607 0 17403 0 599520 0 0 0 KELLY L BRAVERMAN 157269 0 2500 0 286 0 12370 0 774 0 173199 0 0 0 LINDA K CHASE RN 218831 0 0 0 4111 0 20230 0 18812 0 261984 0 0 0 JEFFREY L SPERRING MD 367646 0 0 0 3199 0 84021 0 19745 0 474611 0 0 0 MARILYN L COX RN 193355 0 90168 0 33018 0 151167 0 23264 0 490972 0 23952 0 DANIEL L FINK 0 0 0 0 407152 0 0 0 3365 0 410517 0 404530 0 RICHARD S HELSPER 94804 0 0 0 21088 0 867 0 369 0 117128 0 0 0 EDWARD A HARLAMERT MD 993617 0 0 0 1806 0 21020 0 17469 0 1033912 0 0 0 LAWRENCE S KLEIN MD 759307 0 0 0 18221 0 21020 0 18482 0 817030 0 0 0 SAMI AASAR MD 769695 0 0 0 630 0 21020 0 29307 0 820652 0 0 0 BLAIR S MACPHAIL MD 746896 0 0 0 18806 0 21020 0 30380 0 817102 0 0 0 DEON W VIGILANCE MD 721240 147801 0 0 315 105 21020 7500 19170 6364 761745 161770 0 0 Schedule J, Part I - Questions Regarding Compensation Line 1b - Charter Travel, Gross-Up Payments and Personal Services Three employees listed on Form 990, Part VII, Section A, Line 1a were provided charter flights for certain trips that were justified by business need. The travel was not treated as taxable compensation as the flights were business related. Charter travel is available on a limited basis for a demonstrated business need, and is not based on position or available to any specific individual. Samuel L. Odle received financial planning services, of which the expenses and the tax gross-up on the expenses were properly included on his Form W-2 as taxable wages. The financial planning services were approved by the Board of Directors for certain executives. Schedule J, Part I - Questions Regarding Compensation Line 4a - Severance or Change-of-Control Payments Norman G. Tabler, Jr. entered into a severance agreement in 2012. Included in column C, other deferred compensation, is $599,081 of deferred compensation and benefits. Isadore Rivas received 2012 severance of $169,616 from Indiana University Health, Inc. This amount is included in column b (iii), other reportable compensation. Debra L. Uhl entered into a severance agreement in 2012. Included in column C, other deferred compensation, is $283,587 of deferred compensation and benefits. Daniel L. Fink received 2012 severance of $404,530 from Indiana University Health, Inc. This amount is included in column b (iii), other reportable compensation. Schedule J, Part I - Questions Regarding Compensation Line 4b - Supplemental Nonqualified Retirement Plan Daniel F. Evans Jr., Norman G. Tabler, Jr., Ryan C. Kitchell, Samuel L. Odle, James G. Terwilliger, Richard F. Graffis, M.D., Linda Q. Everett, Ph.D., R.N., John C. Kohne, M.D., Jeffrey L. Sperring, M.D., and Marilyn L. Cox 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. With the exception of Norman G. Tabler, Jr., Samuel L. Odle, Richard F. Graffis, M.D., Linda Q. Everett, Ph.D., R.N., John C. Kohne, M.D. and Marilyn L. Cox, each of these executives has an amount included in column c, deferred compensation, representing the current year increase in the accrued benefit and/or current year contributions. No amount was actually paid to these executives during the year. For Norman G. Tabler, Jr., Samuel L. Odle, Richard F. Graffis, M.D., Linda Q. Everett. Ph.D., R.N., John C. Kohne, M.D. and Marilyn L. Cox, $54,935, $5,543,808, $75,270, $460,740, $323,516, and $27,439 respectively, is included in column b(iii), other reportable compensation, representing the amount received under their vested supplemental executive retirement plan. Schedule J, Part I - Questions Regarding Compensation Line 7 - Non-Fixed Payments Amounts disclosed in Column B(ii) include a long-term and short-term incentive for certain executives and short-term incentive for other employees. Although these plans are based on a fixed formula that has been approved by the Board of Directors based upon certain qualitative and quantitative factors and goals, all discretionary incentive plans must be approved by the Committee on Personnel and Compensation and Board of Directors prior to any incentive payout. A INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING 351611409 45479RAH0 2006-01-24 325003005 SERIES 2006A BONDS false false false B INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING 351611409 45479RBL0 2006-09-14 387109760 SERIES 2006B BONDS false false false C INDIANA FINANCE AUTHORITY 351602316 2010-04-09 28000000 TAX-EXEMPT LEASE, 2010 false false false D INDIANA FINANCE AUTHORITY 351602316 45471AEB4 2011-04-19 228195000 SERIES 2011A, B, C, D, AND E BONDS false false false A 0 0 348013874 0 29904769 0 1947719 0 0 316161386 0 0 2007 false false true true B 31370000 0 388586019 0 0 0 2286019 0 0 0 386300000 0 true false true true C 0 0 28000000 0 0 0 0 0 0 28000000 0 0 2010 false false true true D 26355000 0 228203281 0 0 0 740000 0 0 70008281 157455000 0 2012 true false true true A false true true true true true 0.00000 0.00000 0.00000 false false 0.00000 false true B false true true true true true 0.00000 0.00000 0.00000 false false 0.00000 false true C false true true true true true 0.00000 0.00000 0.00000 false false 0.00000 false true D false true true true true true 0.00000 0.00000 0.00000 false false 0.00000 false true A false false false true false false 0 false 0 true true B false false true false false false 0 true SEE PART VI true false true C false true false false true false 0 false 0 false true D false true false false true false 0 false 0 false true A true B true C true D true Schedule K, Part I - Bond Issues Page 1 - Line A, Column (f) - Description of Purpose The Series 2006A bonds were issued in order to provide funding for new construction of buildings and structures and the purchase equipment Schedule K, Part I - Bond Issues Page 1 - 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, Part I - Bond Issues Page 1 - Line C, Column (f) - Description of Purpose The Tax-Exempt Lease, 2010 was used to provide funding for critical care aircraft. Schedule K, Part I - Bond Issues Page 1 - Line D, Column (f) - Description of Purpose The Series 2011A, B, C, D, and E Bonds were issued to provide funding for new construction of buildings and structures and purchase equipment. Additionally, the Bonds were issued in order to refund the Series 2008A, B, C, and D Bonds. The 2008A, B, C, and D Bonds were issued on September 11, 2008. Schedule K, Part II - Proceeds Page 1 - 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 proceed: Series 2006A Bonds: Issue Price: $325,003,005 Earnings: $23,010,869 Total Proceeds: $348,013,874 Series 2006B Bonds: Issue Price: $387,109,760 Earnings: $1,476,259 Total Proceeds: $388,586,019 Series 2011A,B,C,D,E Bonds: Issue Price: $228,195,000 Earnings: $8,281 Total Proceeds: $228,203,281 Schedule K, Part III - Private Business Use Lines 4, 5, and 6 - Private Business Use Percentages Indiana University Health, Inc. generally only finances a portion of each project with tax-exempt bonds. Schedule K, Part IV, Column A - Arbitrage Line 2c - Date the Rebate Computation was Performed January 24, 2011 Schedule K, Part IV, Column A - Arbitrage Line 6 - Gross Proceeds Invested Beyond an Available Temporary Period Any gross proceeds invested beyond the temporary period were yield restricted. Schedule K, Part IV, Column B - Arbitrage Line 5 b & c - Name of Provider and Term of GIC GIC provided by Citigroup Financial Products, Inc. with a term of 0.3 years. A INDIANA FINANCE AUTHORITY 351602316 45471AED0 2011-05-05 274815000 SERIES 2011F, G, H AND I BONDS false false false B INDIANA FINANCE AUTHORITY 351602316 2011-05-25 111435000 SERIES 2011L AND M BONDS false false false C INDIANA FINANCE AUTHORITY 351602316 45471AFX5 2011-12-07 221617127 SERIES 2011N BONDS false false false A 130770000 0 274815039 0 0 0 890000 0 0 0 273925039 0 true false true true B 0 0 111437350 0 0 0 363690 0 0 111073660 0 0 2012 false false true true C 12020000 0 221624068 0 0 0 2148553 0 0 24728315 194747200 0 true false false true A false true true true true true 0.00000 0.00000 0.00000 false false 0.00000 false true B false true true true true true 0.00000 0.00000 0.00000 false false 0.00000 false true C false true true true true true 0.00000 0.00000 0.00000 false false 0.00000 false true A false true false false true false 0 false 0 false true B false true false false true false 0 false 0 false true C false true false false false false 0 false 0 false true A true B true C true Schedule K, Part I - Bond Issues Page 2 - Line A, Column (f) - Description of Purpose The Series 2011F, G, H, 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. Schedule K, Part I - Bond Issues Page 2 - Line B, Column (f) - Description of Purpose The Series 2011 L and M Bonds were issued in order to provide funding for new construction of buildings and structures and purchase of equipment. Schedule K, Part I - Bond Issues Page 2 - 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 pay off a portion of a taxable line of credit, which was used for new construction of buildings and structures and 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, to refund the Series 2006 Bonds of Indiana University Health White Memorial Hospital, Inc., a related 501(c )(3) tax-exempt organization, and to refund the Series 1998B Bonds of Indiana University Health Bloomington Hospital, Inc., a related 501(c)(3) organization, issued on November 17, 1999. Schedule K, Part II - Proceeds Page 2 - 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 proceed: Series 2011F,G,H,I Bonds: Issue Price: $274,815,000 Earnings: $39 Total Proceeds: $274,815,039 Series 2011LM Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068 Series 2011F,G,H,I Bonds: Issue Price: $274,815,000 Earnings: $39 Total Proceeds: $274,815,039 Series 2011LM Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068 CHV CAPITAL INC SEE PART V 103730 SEE PART V false HEALTH VENTURE MANAGEMENT LLC SEE PART V 2669935 SEE PART V false CHV FUND I LLC SEE PART V 572913 SEE PART V false IU HEALTH PLANS INC SEE PART V 541102 SEE PART V false IUH ASSURANCE LTD SEE PART V 5358753 SEE PART V false IU HEALTH RISK RETENTION GROUPINC SEE PART V 13718445 SEE PART V false SENATE STREET SURGERY CENTER LLC SEE PART V 1595504 SEE PART V false ROC SURGERY LLC SEE PART V 2584311 SEE PART V false HILL-ROM HOLDINGS INC SEE PART V 6198785 SEE PART V false JAMIE M RIVAS SEE PART V 64142 SEE PART V false JUSTIN HELSPER SEE PART V 49262 SEE PART V false Schedule L, Part IV - Business Transactions Involving Interested Persons Line 1, Columns (b) and (d) - Relationship and Description of Transaction Daniel F. Evans, Jr. served on the board of directors of CHV Capital, Inc. IU Health performs services for CHV Capital, Inc. and was compensated for such services on an arm's length basis. Additionally, CHV Capital, Inc. paid rent to IU Health on an arm's length basis. John C. Kohne, M.D. served on the board of managers of Health Venture Management, LLC. IU Health performed services for Health Venture Management, LLC and was compensated for such services on an arm's length basis. Additionally, Health Venture Management, LLC performed services for IU Health and was compensated for such services on an arm's length basis. Daniel F. Evans, Jr. served on the board of managers of CHV Fund I, LLC. CHV Fund I, LLC provided investment management services to IU Health and was compensated for such services on an arm's length basis. Norman G. Tabler, Jr., Ryan C. Kitchell and James G. Terwilliger each served on the board of directors of Indiana University Health Plans, Inc. during 2012. IU Health performed services for Indiana University Health Plans, Inc. and was compensated for such services on an arm's length basis. Additionally, IU Health received capitated payments from Indiana University Health Plans, Inc. Thirdly, Indiana University Health Plans, Inc. paid rent to IU Health on an arm's length basis. Norman G. Tabler, Jr. was an officer and served on the board of directors of IUH Assurance, Ltd. IU Health purchased insurance from IUH Assurance, Ltd. on an arm's length basis. Norman G. Tabler, Jr. was an officer and served on the board of directors of IU Health Risk Retention Group, Inc. IU Health performed services for IU Health Risk Retention Group, Inc. and was compensated for such services on an arm's length basis. Additionally, IU Health purchased insurance from IU Health Risk Retention Group, Inc. on an arm's length basis. John C. Kohne, M.D. and Linda Q. Everett served on the board of managers of Senate Street Surgery Center, LLC. IU Health performed services for Senate Street Surgery Center, LLC and was compensated for such services on an arm's length basis. Additionally, Senate Street Surgery Center, LLC paid rent to IU Health on an arm's length basis. Jeffrey L. Sperring, M.D. served on the board of managers of ROC Surgery, LLC. IU Health performed services for ROC Surgery, LLC and was compensated for such services on an arm's length basis. Additionally, ROC Surgery, LLC paid rent to IU Health on an arm's length basis. Charles E. Golden served on the board of directors of Hill-Rom Holdings, Inc. From time to time, IU Health purchased products from Hill-Rom during the ordinary course of business on an arm's length basis. Jamie M. Rivas, the daughter-in-law of Isadore Rivas, VP-Finance & Interim CFO of IU Health, served and was compensated as an employee of IU Health. Justin K. Helsper, the son of Richard S. Helsper, a former key employee of IU Health, served and was compensated as an employee of IU Health. Part III, Line 4a Statement of Program Service Accomplishments Indiana University Health System Indiana University Health ("IU Health") is the state's largest and most comprehensive health system. With hospitals in sixteen Indiana communities, the system's strength is grounded in its unique partnership with Indiana University School of Medicine ("IUSOM"), one of the nation's leading medical schools. Millions of people annually, across Indiana and beyond, receive nationally recognized, patient-centered care at IU Health. Indiana University Health, Inc. The parent organization of the Indiana University Health System is Indiana University Health, Inc. Our Mission IU Health, a statewide academic health system formed in 1997, is dedicated to its mission to improve the health of its patients and communities through innovation and excellence in care, education, research and service. Our Values At IU Health, we value: - 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 IUSOM. Financial Assistance and Unreimbursed Care Ensuring Access to Quality Healthcare IU Health has a long tradition of helping people in need gain access to high-quality healthcare. This includes treating all patients, regardless of their ability to pay. With on-site financial assistance counselors at each hospital, IU Health offers comprehensive financial assistance services to those who are low income, uninsured or underinsured. Criteria for Financial Assistance Federal poverty guidelines are used to determine eligibility for financial assistance. This financial assistance, also referred to as charity care, provides free or reduced-cost healthcare to low-income individuals. While there are some differences in how financial assistance is determined across IU Health system hospitals, general guidelines include: - Free care for those earning up to 200 percent of federal poverty guidelines. - Discounted care on a sliding scale for families earning 200 to 400 percent of federal poverty guidelines, which is approximately $46,100 to $92,200 for a family of four. - Discounted care on a sliding scale for families earning 400 to 650 percent of federal poverty guidelines. - Free care to patients whose health insurance does not cover all medical expenses and whose medical expenses would make them indigent if forced to cover all costs. Information about IU Health's financial assistance policy is given to patients when they register and is also included on IU Health billing statements. Financial assistance applications are available online at http://iuhealth.org/patients/billing-center/financial-assistance/. Unreimbursed Costs IU Health absorbs unreimbursed costs from government-sponsored programs that are based on income level, such as Medicaid, the Children's Health Insurance Program (CHIP), local and state government programs for persons not eligible for Medicaid, and others. Community Health Improvement Promoting Healthier Communities Improving the health of Indiana communities is an important priority for IU Health, both inside hospital walls and beyond them as well. IU Health has a substantial community benefits program. Health Professions Education Educating Tomorrow's Healthcare Professionals Through its unique partnership with IUSOM, IU Health is committed to educating and preparing the next generation of healthcare professionals. In addition, IU Health offers programming aimed at continuously improving the skills and knowledge of those currently practicing in the field. Supporting Nurses in First Year of Practice Fifty first-year nurses from several IU Health facilities, including IU Health West Hospital, IU Health University Hospital and Riley Hospital for Children at IU Health, participated in a pilot program designed to help new nurses adjust to the requirements and stressors of working in complex patient care environments. This new Nursing Residency Program provides participants with targeted education on specific topics, peer-to-peer support and unit-level mentorship. Accredited Pharmacy Residency Program IU Health's strong pharmacy residency program, based at the system's downtown Indianapolis hospitals, covers many disciplines, including pharmacy practice, pediatrics, critical care, internal medicine and infectious disease. In 2012, pharmacy informatics was added to the list of specialties. The IU Health pharmacy residency program is one of only six in the nation - accredited by the American Society of Health-Systems Pharmacists - to offer the informatics residency option, which helps residents gain knowledge and experience in management of pharmacy information systems. Part III, Line 4a (Continued) Statement of Program Service Accomplishments Subsidized Health Services Services and Care for Those in Need IU Health offers a number of programs and services to help those in need improve their health and wellbeing. While IU Health often provides these services at a financial loss, ensuring underserved populations have access to these essential services is an important IU Health priority. IU Health Hospice http://iuhealth.org/hospice/ IU Health Hospice provides traditional and alternative services to help improve the quality of life for hospice patients. Our specially trained interdisciplinary team works with each patient's doctors to provide pain management services as well as complementary, alternative treatments to fully focus on patient comfort, symptom relief and improvement of quality of life. Hospice care services include nursing visits, respite care, pharmaceutical services, medical social work, spiritual care, and counseling services. IU Health Diabetes http://iuhealth.org/diabetes-endocrinology/ Uncontrolled diabetes can put a person at risk for complications such as increased risk for heart attack and stroke, kidney, nerve, eye damage, and many other conditions. The IU Health team of certified diabetes educators, dietitians and nurses with specialized training in diabetes care and education work collaboratively to develop treatment plans that best suit each individual patient. The following IU Health locations provide diabetes education classes to help community members and families gain the knowledge and skills they need to achieve and maintain control of diabetes. - IU Health Methodist Hospital - IU Health University Hospital - Riley Hospital for Children at IU Health Research http://iuhealth.org/knowledge/ Innovation and Discovery Support Health and Healing IU Health fosters a strong commitment to research excellence; in fact, it's part of the health system's mission. As an academic health system, IU Health is at the forefront of new treatment innovations designed to improve patient outcomes and enhance quality of life. In countless endeavors, IU Health actively supports researchers by providing access to the latest technology and facilities, fostering an environment that makes new discoveries possible. Collaborative Strategic Research Initiative In 2012, IU Health and IUSOM announced they will invest $150 million over five years in a new research collaboration, the Strategic Research Initiative, that will enhance the institutions' joint capabilities in fundamental scientific investigation, translational research and clinical trials resulting in innovative treatments for disease. IU Health is investing $75 million in the Strategic Research Initiative and IU School of Medicine is matching that with an additional $75 million in resources. The initial focus will be on projects in the fields of neuroscience, cancer and cardiovascular disease. New treatment for aneurysm In 2012, IU Health Methodist Hospital was the first hospital in the state and second in the nation to successfully implant a special stent graft, the Ventana Fenestrated Stent Graft System, aimed at helping those who previously required invasive surgery to repair an abdominal aortic aneurysm. The new system could offer a less invasive approach by not cutting off blood flow to the kidneys or requiring open repair, which has up to a 10 percent mortality rate. IU Health surgeons are hopeful this new procedure, still in clinical trials, will have a one percent or less mortality rate. Promising tool for autism research The Riley Hospital for Children Christian Sarkine Autism Treatment Center at Indiana University Health began using a new tool, the Eye Tracker, to better detect, assess the severity, and possibly even change the treatment of autism spectrum disorders (ASDs). The Eye Tracker is a non-invasive way to gauge how people look at faces and whether a person is more prone to looking at moving objects or social situations. Studies reveal that toddlers with autism look more at moving objects than toddlers with normal development. Eye Tracker results are used to help identify subgroups of people with autism that may respond best to certain treatment. Riley Hospital at IU Health is the only hospital in the Midwest and one of just a few nationwide using the tool for autism research. Part III, Line 4a (Continued) Statement of Program Service Accomplishments Financial and In-Kind Contributions Teaming Up to Care for Those in Need Creating partnerships with organizations that share similar values is an important part of IU Health's community outreach efforts. Across Indiana, IU Health hospitals donate funds and provide in-kind contributions to improve communities and foster better health. Donation of Life- Saving Device Additionally, IU Health West donated an AED and all of the necessary supplies to the Hendricks County Senior Services Center. Dozens of seniors gather in the building daily for meals, programs, exercise and fellowship. The center did not have this crucial and potentially life-saving piece of equipment. Community Building Building Strong Communities, Building Better Lives Through financial support and its team member volunteer network, "Strength That Cares," IU Health supports Indiana communities. While health and wellness are the primary focus, IU Health is committed to activities that make life better for all - especially those who are most vulnerable. Strength that Cares Through IU Health's team member volunteer program, Strength That Cares, team members across the state made a difference in the lives of thousands of Hoosiers. In 2012, volunteers: - Built 25 Habitat for Humanity home panels throughout Indiana. Three of those homes were given to victims of the Henryville, Ind., tornado. - Impacted the lives of just over 400 at-risk children by serving as camp or reading buddies in IU Health's Kindergarten Countdown program to prepare at-risk children for their first day of kindergarten. - Collected over 5,000 books during the Kindergarten Countdown Book Drive to provide one book, each day, to each child served in the program's camps. For some children, this was the first book they ever owned. - Packaged 20,000 nutritious meals for malnourished and underserved children and families in Indiana as part of IU Health's Martin Luther King Jr. Day Celebration. - Educated visitors to the Indiana State Fair on how to live a healthier lifestyle by eating nutritious foods and being active. College Mentors for Kids To support education and development, IU Health provided a financial donation to the College Mentors for Kids program. College Mentors for Kids' mission is to connect college students with the most to give to kids who need it most. By promoting educational achievement and professional goal-setting from a young age, College Mentors helps develop productive, motivated adults. Starfish Initiative - Back 2 School Expo The Starfish Initiative is dedicated to making a difference in the lives of at-risk and economically disadvantaged high school students. IU Health provided a donation to support the Starfish Initiative's Back 2 School Expo in 2012. This free community event provided the parents of children in grades Pre-K through 12th access to valuable information related to planning for and financing college, educational options, extracurricular activities and additional resources to help their children have a successful future. 2012 Community Benefit Needs and Priorities Many factors contribute to the health and wellbeing of individuals and communities. Social and environmental factors play a large role in determining the overall health of our communities, part of which is defined by the access people have to high-quality care. Through a targeted community outreach strategy, Indiana University Health seeks to address these needs through impactful programs and collaborations that achieve measureable results. IU Health continually analyzes community needs assessments and best practices of local and national organizations, including the Indiana State Department of Health, county health departments, the Centers for Disease Control and Prevention, and United Way of Central Indiana, to identify the most critical needs and determine its system-wide community health outreach priorities. IU Health focused on these health priorities in 2012: - Preventing and reversing obesity - Expanding access to healthcare - Preventing injuries - Enhancing childhood education - Revitalizing communities Part III, Line 4a (Continued) Statement of Program Service Accomplishments Preventing and reversing obesity Obesity is a risk factor for a number of diseases, including diabetes, heart disease and stroke, hypertension, arthritis, and cancer. A 2006 analysis of nine studies assessing produce consumption and risk of heart disease found that disease risk decreases four percent for each additional portion per day of fruits and vegetables. Additionally, a study with a 19-year follow up showed that those who ate fruits and vegetables at least three times per day (compared to those who did not eat fruits and vegetables on a daily basis) had a 27 percent lower risk of having a stroke - and a reduced risk of dying from stroke and cardiovascular disease throughout the study. IU Health targets obesity by focusing on its primary causes: lack of physical activity and exercise options, poor diet and inadequate access to healthy and nutritious foods. Garden on the Go Launched in May 2011 with 12 weekly stops, Garden on the Go, is a year-round mobile produce initiative started by IU Health to improve access to fresh, affordable fruits and vegetables in "food deserts" in Marion County (Indianapolis). Urban neighborhoods and rural towns without nearby access to supermarkets and grocery stores are often referred to as "food deserts." Many of these neighborhoods have little access to fresh fruits and vegetables or are limited to only fast food restaurants and convenience stores offering few healthy food options. According to the U.S. Department of Agriculture (USDA), there are at least 40 low-income census tracts in the Indianapolis area in which a significant number of residents is more than one mile from the nearest supermarket. After just four months, Garden on the Go was expanded to 16 stops, and in 2012, the coverage area includes 22 stops. Program Highlights and Impact - Garden on the Go reported 18,998 transactions to thousands of community members in underserved neighborhoods across Marion County in 2012. - For just $7, Garden on the Go shoppers can purchase one pound of green beans, one pound of bananas, one pound of tomatoes, three pounds of potatoes, a bunch of greens, a head of lettuce, a couple of apples and a couple of oranges. - In 2012, Garden on the Go received the Indiana State Health Commissioner Award for Excellence in Public Health. The award is given to programs that contribute to promoting, protecting and providing for the health of the people of Indiana. Indy Urban Acres Established in 2011, Indy Urban Acres is an eight-acre organic urban farm that supplies homegrown fruits and vegetables to Hoosiers with financial need. The project is a collaboration between IU Health, the Indianapolis Parks Department, the Indianapolis Parks Foundation and Gleaners Food Bank. Produce from Indy Urban Acres is donated to two Gleaners food pantries - Indianapolis Public Schools #14 food pantry and Old Bethel Community Outreach food pantry. Program Highlights and Impact - In 2012, 1,000 people benefited from Indy Urban Acres produce. The amount of fruits and vegetables generated by the farm and donated to Gleaners totaled 35,619 pounds. - To learn about gardening and the importance of good nutrition, 1,000 children from the Indy Parks summer program visited Indy Urban Acres in 2012. - The food pantry at IPS #14 serves 40-50 families each week. The produce from Indy Urban Acres helps provide fresh fruits and vegetables and expand the pantry's food supply, making it possible to better serve everyone who visits each week. Food pantry patrons enjoy sharing their recipes of dishes that use fresh produce. 500 Festival Education Program The 500 Festival Education Program, which took place at the Indianapolis Motor Speedway over nine days in April and May, offered nearly 11,000 Hoosier fourth graders the opportunity to receive hands on learning about IndyCar, the Indianapolis 500 and the sport of auto racing. As part of IU Health's title sponsorship, participating students were given the opportunity to learn about healthy eating and living habits, and work out with an IndyCar driver (#27 James Hinchcliffe) via a pre-recorded, interactive video with live facilitation by IU Health team member volunteers. Expanding access to healthcare Poverty, unemployment and other economic and social indicators often make it difficult for people to access healthcare. The limited availability of low-cost care options, such as federally qualified health centers and free clinics, also contributes to poor access to healthcare. IU Health invests in programs and services targeted to improve access to healthcare for underserved populations. IU Health Neighborhood Care Center The goal of the IU Health Neighborhood Care Center is to develop a model that might be implemented in other communities served by IU Health to improve access to healthcare for Hoosiers. The center also was conceived as a way to help decrease the number of people using area emergency departments for treatment of common illnesses and conditions that can be most affordably handled at primary care offices. Launched as a pilot project, the IU Health Neighborhood Care Center is a collaboration with Barnes United Methodist Church, IUSOM, Butler University Physician Assistant Program, Butler University College of Pharmacy and Timmy Global Health. Program Highlights and Impact - Between September and December 2012, more than 150 people visited the care center to receive free flu vaccinations. In addition, nearly 50 body mass index (BMI) and blood pressure screenings were performed. - In September 2012, free flu shots were offered at the care center for neighbors in the United Northwest area. Part III, Line 4a (Continued) Statement of Program Service Accomplishments Preventing injuries Injuries are one of the leading causes of hospitalization and the need for medical care. IU Health helps prevent injuries by focusing on education and community outreach in key areas, such as falls prevention for older adults and bike helmet and child seat safety for children. Falls Prevention for Older Adults Each year, one in three adults age 65 and older experiences a fall. In 2012, falls were responsible for nearly 8,000 visits to IU Health emergency departments across the state. IU Health strives to reduce the number of injuries due to falls among the older adult population by offering two unique programs. A Matter of Balance Sponsored by IU Health, "A Matter of Balance" is an award-winning program designed to reduce falling and increase the activity levels of older adults who are at risk of falling. Program participants learn to alter their environment to reduce risk factors of falling, increase activity and improve strength and balance. Program Highlights and Impact - Six "A Matter of Balance" classes were conducted in 2012 with 84 total participants. - Ninety-eight percent of participants would recommend "A Matter of Balance" to others. Safe at Home In 2012 IU Health partnered with CICOA Aging & In-Home Solutions and other area agencies on aging to conduct Safe at Home, a half-day event to assist older adults in making their homes safe and accessible for daily living. Program Highlights and Impact - Five hundred IU Health and other community volunteers made simple home modifications, such as installing bathroom grab bars, building ramps and repairing stairs to help decrease risk of accidents in the home. - During the October event, 128 seniors in seven IU Health communities across Indiana benefited from Safe at Home. Riley Hospital for Children at IU Health Safety Store Riley Hospital for Children at IU Health helps Hoosier parents keep their children safe through injury prevention education and the sale of low-cost child safety products at the hospital's safety store. Riley opened its first safety store in its downtown Indianapolis hospital more than 10 years ago, and today there are Riley Safety Stores at IU Health Tipton Hospital, IU Health West Hospital, and IU Health Bloomington Hospital. Trained educators at each store help meet each family's needs by showing them how to install and use safety products. The affordable safety products stocked at the store range from bath, electrical and fire safety devices to gates, locks and latches. Enhancing childhood education Education plays a crucial role in health outcomes. Level of education has an impact not only on personal health, but it has multigenerational implications as well. Children with a solid educational foundation and parents who are involved in their education are more likely to embrace healthy lifestyles and habits and succeed generally in life. Additionally, research from The National Center for Public Policy and Higher Education shows that greater educational attainment is associated with health-promoting behaviors, such as increased consumption of fruits and vegetables and other aspects of healthy eating; engaging in physical activity and refraining from smoking. Realizing that educational disparities appear early, IU Health is committed to enhancing childhood education to improve health and lifelong quality of life. Kindergarten Countdown As one of IU Health's signature programs and a 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. With support from IU Health, Kindergarten Countdown has expanded to 10 communities across Indiana. Program Highlights and Impact - Kindergarten Countdown improved the school readiness of 400 children in 2012. - Campers achieved a 19 percent increase in Get Ready to Read scores from baseline testing conducted at the beginning of camp. - In 2012 ReadUP Reader was introduced in Marion County. Targeting underserved preschools, this program provides daily "reading buddies" to preschool children in an effort to strengthen early reading and comprehension skills. Revitalizing communities Good health and quality of life thrive in strong, vibrant communities. To help ensure continuous improvement in communities across Indiana, IU Health participates in and sponsors revitalization projects. Part III, Line 4a (Continued) Statement of Program Service Accomplishments 2012 Day of Service As an opportunity to give back to the community, more than 2,200 IU Health team member volunteers across the state built Habitat for Humanity home panels during the system-wide "Day of Service" in May 2012. As a result, 25 homes were built, impacting the lives of 100 people in Indiana. Four of the homes were given to victims of the devastating 2012 tornado in Henryville, Ind. Strength That Cares IU Health is committed to serving people both inside its facilities and within the wider community. Strength That Cares, IU Health's team member volunteer program, was created to positively impact the health of the community and foster a culture of engagement and social responsibility among team members. With a membership of more than 10,600 IU Health team members, Strength That Cares is a statewide initiative with ongoing community service projects in areas served by IU Health facilities. Coppin Community Park As part of the Strength That Cares initiative, IU Health collaborated with Near North Development Corporation to turn four lots into a community park. The area is now a pocket park with landscaping, picnic benches and a walking trail. Martin Luther King, Jr. Day As part of the annual celebration honoring Martin Luther King, Jr., IU Health partnered with Kids Against Hunger for a 20,000 Meal Marathon Event. IU Health Strength That Cares volunteer teams packaged 20,000 meals for malnourished and underserved children and families across the United States. Lunches for Ronald McDonald House Families The IU Health Engagement & Public Affairs division prepared and served three weeks of meals to families staying at the Ronald McDonald House at Riley Hospital for Children at IU Health. The fun, team-building activity helped ensure these families received healthy, home-cooked meals during a time of stress. Academic Health Center IU Health Methodist Hospital Founded in 1908, IU Health Methodist Hospital is a national and regional healthcare leader with a long-standing tradition of preeminent patient care and clinical excellence. For more than 10 consecutive years, IU Health Methodist Hospital has been ranked among the top 50 hospitals nationally in U.S.News & World Report's "America's Best Hospitals" guide. IU Health Methodist Hospital hosts one of the largest critical care departments in the nation and is one of only two adult Level One Trauma Centers in Indiana. The hospital is home to a number of award-winning clinical programs, including cardiovascular, transplant and neuroscience. The Fairbanks Center for Medical Ethics - one of the few clinically based medical ethics centers in the U.S. - also is housed at IU Health Methodist Hospital. With a primary focus on improving the ethical lives of healthcare practitioners, the Fairbanks Center, with its robust programs, directly impacts IU Health and the central Indiana community through interdisciplinary collaboration in ethics consultation, education, research and service. 2012 Community Benefits Highlights - IU Health Methodist Hospital provides a 24-hour nurse line staffed by specially trained registered nurses who assess each caller's needs and advise appropriate care. In 2012, more than 3,000 community members received assistance from this IU Health service. - In 2012, IU Health Methodist Hospital provided quality healthcare at no cost to more than 44,000 patients in need of care. - In partnership with Recycle Force, IU Health Methodist Hospital hosted a rush-hour recycling event in November 2012. This event, held at four locations, promoted the safe and legal recycling of old electronics. Funds generated from the recycling help to provide job re-entry opportunities for those in need. One hundred and fifty individuals donated nearly 11,000 pounds of qualified recyclables during the event. - Dedicated IU Health Methodist Hospital team members reached nearly 1,400 individuals through cancer prevention efforts such as skin cancer screenings, risk assessments and breast, cervical, lung, colon, and skin cancer prevention education at the Indiana's Women's Prison. In 2012, 90 risk assessments were completed. Forty-eight people received genetic testing, and genetic mutations were identified in eight families. These individuals now have the knowledge to make medical management decisions based on their increased risk of cancer - all with the goal of preventing disease. (Medical management decisions to reduce risk include surveillance, chemoprevention and prophylactic surgery.) Admissions: 32,354 Outpatient Visits: 374,330 Number of Employees: 12,463 (all AHC) Number of Beds: 695 IU Health University Hospital IU Health University Hospital is a major teaching hospital, offering patients access to the treatments, therapies and procedures found only in the most advanced academic medical centers. Patients benefit from the hospital's close affiliation with IUSOM. Many of the treatment advances start in IUSOM research laboratories and are incorporated into patient care through clinical programs at IU Health University Hospital. IU Health University Hospital is home to several clinical programs consistently ranked among the best in the nation by U.S.News and World Report. IU Melvin and Bren Simon Cancer Center collaboration between IU Health and IUSOM - is the state's only National Cancer Center (NCI)-designated cancer center providing patient care. IU Health University Hospital is also home to IU Health Transplant, the largest and most comprehensive center of its kind in the region and the fourth largest by volume in the nation. 2012 Community Benefits Highlights - In 2012, the Integrated Care Management department provided patients assistance with transportation, meals, and funds for medications to lend a hand to patients in need of these essential services. One family expressed how grateful they were to receive help with purchasing propane to heat their home and groceries to nourish their family. - IU Health University Hospital collaborates with the IU School of Medicine to develop and educate future healthcare leaders by combining technology and innovation with patient-centered care. - A kidney transplant procedure at IU Health University Hospital was Indiana's first successful "live-tweeted" surgery on Twitter. During the surgery that saved the life of a 31-year-old Indiana man, IU Health staff provided "play-by-play" commentary from the surgical team and family members, as well as photos from the procedure. Admissions: 15,252 Outpatient Visits: 420,604 Number of Employees: 12,463 (all AHC) Number of Beds: 368 Part III, Line 4a (Continued) Statement of Program Service Accomplishments Riley Hospital for Children at IU Health As Indiana's first and most comprehensive pediatric hospital, Riley Hospital for Children at IU Health is nationally ranked in all 10 pediatric specialty areas rated by U.S.News and World Report. The hospital's unique partnership with Indiana University School of Medicine ensures Riley's highly skilled physicians have access to the most innovative treatments and the latest research and technology. Riley Hospital at IU Health provides comprehensive, family-centered care to more than 215,000 children annually through its inpatient and outpatient programs. Pediatric patients and their families travel from across Indiana, the region and the world to access Riley's nationally recognized clinical programs. - The Riley Hospital for Children School Program enables children and adolescents with chronic and life-changing illnesses or injuries to be successful in school. An important issue for a hospitalized child is absence from school. The Riley School Program provides educational consultations and individualized tutoring sessions for children admitted to Riley for long-term treatment or those requiring repeated hospitalizations throughout the year. In 2012, nearly 5,800 educational consultations were facilitated through the Riley School Program, and more than 2,290 tutoring sessions were conducted. - Riley Hospital for Children at IU Health promotes childhood safety through the sale of affordable safety products at its safety store. The variety of products includes items for the bath, electrical and fire safety items, and locks and latches. The Riley safety stores, with locations at IU Health hospitals in downtown Indianapolis, Tipton, Bloomington and Avon, also provide injury prevention education with trained educators on hand to help answer parents' questions about child safety and product use. - Riley Hospital for Children at IU Health houses Indiana's only Level 1 Pediatric Trauma Center. As such, it provides pre-hospital educational outreach throughout the state on issues related to pediatric trauma care. Additionally, the trauma team works with community organizations, city and state agencies, and neighborhoods to decrease injuries among children by providing safety inspection of playgrounds, education on reducing home-related, pedestrian, bicycle and motor vehicle injuries. Admissions: 10,465 Outpatient Visits: 258,679 Number of Employees: 12,463 (all AHC) Number of Beds: 277 IU Health Saxony Hospital IU Health Saxony Hospital, opened in late 2011, is a specialty care hospital focusing on surgical services for cardiovascular, orthopedic and spine. Located in Fishers, the 42-bed hospital includes an intensive care unit, six technologically advanced operating suites, a full-service, 24/7 emergency department, a helipad for medical transport and a medical office complex. Medical and surgical specialists, including Riley Children's Specialists, see patients in the medical office building adjacent to IU Health Saxony Hospital. Additional services include a sleep lab, outpatient surgery center and facilities for cardiac rehabilitation and physical, occupational and speech therapies. IU Health Saxony Hospital also offers on-site diagnostics, such as MRI, CT and nuclear medicine. For women, an advanced imaging center provides mammography, ultrasound and bone density studies. 2012 Community Benefits Highlights - To raise awareness of sudden cardiac death and to prevent resulting deaths, IU Health Saxony Hospital donated automatic external defibrillators (AED) to three junior high schools in the Hamilton Southeastern Schools district and one church in Fishers. Hospital team members worked with the school and church staffs to ensure effective AED placement and also provided hands-on training for using the machines. - IU Health Saxony Hospital sponsored two recycling events in June and November 2012. More than 5,400 pounds of recyclables were collected at the event, which also included on-site shredding of confidential documents. - Fifty-nine IU Health Saxony Hospital team members spent a total of 236 volunteer hours building a panel for a Habitat for Humanity home in 2012. Admissions: 1,211 Outpatient Visits: 28,122 Number of Employees 198 Number of Beds: 32 IU Health North Hospital Offering a wide range of clinical services, IU Health North Hospital provides high-quality, patient-centered care to residents in Hamilton County and the surrounding area. In addition to a comprehensive cardiovascular program and maternity services, IU Health North Hospital, located in Carmel, offers the renowned pediatric expertise of Riley Hospital for Children at IU Health. The 189-bed facility features dedicated pavilions for women, children and specialty surgery, as well as an attached medical office building. All patient rooms are private, including those in the neonatal and pediatric intensive care units, to ensure a comfortable, healing environment for patients and families. IU Health North Hospital has been recognized both nationally and internationally for patient satisfaction. Year after year, the hospital performs above state and national averages in patient satisfaction as reported by the Hospital Consumer Assessment of Healthcare Providers and Systems Survey (HCAHPS). 2012 Community Benefits Highlights - IU Health North Hospital made the holidays a little brighter for children at Dayspring Center, a homeless shelter for families in Indianapolis. The hospital facilitated a holiday bike drive, providing free bicycles to more than 25 children. Bike helmets were also donated to the shelter. - More than 75 children received free vision and dental screenings at the annual IU Health North Hospital Pumpkin Patch Festival. Blood pressure screenings were also provided at the festival, which featured health information booths and family activities. - IU Health North Hospital supported a car seat safety program sponsored by the Carmel Fire Department and Trinity Free Clinic. The hospital's donation was used to purchase car seats for families in need. - To help prevent injuries to children riding in cars, IU Health North Hospital devotes 10 hours each month to conducting free car seat safety inspections for community members. In 2012, the hospital inspected 144 car seats for safety. Admissions: 10,217 Outpatient Visits: 123,922 Number of Employees 1,070 Number of Beds: 189 IU Health West Hospital IU Health West Hospital provides a full range of healthcare services, including maternity, orthopedics and cancer care. The 142-bed hospital, located in Avon, was built with the comfort and needs of patients, families and visitors in mind. To help ensure patient privacy, the hospital features multiple corridors and elevators to separate patient and public areas. 2012 Community Benefits Highlights - In 2012, IU Health West entered into a partnership with the Plainfield Parks and Recreation Department, which includes the Plainfield Recreation and Aquatic Center. The hospital provides a wide variety of services to community residents and PRAC members, including physician and healthcare expert seminars, a Mini-Marathon training group, wellness and prevention screenings, free sunscreen to pool patrons and participation in all department-sponsored walks/runs. An important component of the partnership also includes supporting the department's Beneficent Fund, which allows low income individuals and families to apply for free or discounted membership to the PRAC. The Fund also covers the cost of all classes, from aerobics and yoga to swim lessons. This support doubled the number of individuals and families the Fund was able to accommodate in 2012 over 2011. - IU Health West partnered with the Brownsburg Chamber of Commerce to present a weekly summer Farmer's Market on the Town Hall lawn. At its peak, a dozen farmers and other vendors offered fresh produce, meats and baked goods for town residents to purchase. In addition, two of the farmer vendors completed the process to accept state WIC vouchers from low-income families to purchase healthy foods. - In 2012, IU Health West continued to exceed its goal to support system biobank deposits. This IU Health West contribution supports the important work begin doing by researchers at IU Health. The hospital's goal was to enroll 144 people, and ended the year with 280. This clinical effort to collect samples was supported by the inclusion of biobank researchers at one of the hospital's free, monthly community education lunch-and-learns. Admissions: 8,399 Outpatient Visits: 135,473 Number of Employees: 772 Number of Beds: 142 Part V - Statements Regarding Other IRs Filings and Tax Compliance Line 4b - Name of Foreign Countries In addition to the Cayman Islands, Indiana University Health, Inc. also has an interest in financial accounts in the following foreign countries: Canada Czech Republic Denmark Greece Hungary Indonesia Israel Japan Mexico South Korea Turkey United Kingdom Part VI, Section A - Governing Body and Management Line 2 - Family or Business Relationships Norman G. Tabler, Jr., Ryan C. Kitchell, and James G. Terwilliger each served on the board of directors of Indiana University Health Plans, Inc. during 2012. No additional compensation was provided. John C. Kohne, M.D and Linda Q. Everett served on the board of managers of Senate Street Surgery Center, LLC. No additional compensation was provided. D. Craig Brater, M.D. was the Chairman and Daniel F. Evans, Jr. and Michael A. McRobbie, Ph.D. served on the board of directors of BioCrossroads. J. Scott Davison served as the Executive Vice President and Michael A. McRobbie and David W. Goodrich served on the board of directors of America United Mutual Insurance Holding Company. Part VI, Section A - Governing Body and Management Lines 6, 7a and 7b - Members or Stockholders Line 6: Indiana University Health, Inc. ("IU Health") has two classes of members. 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: 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, nine (9) to ten (10) "at-large directors" shall be jointly elected by the affirmative vote of both member classes. One (1) director shall be elected by the University Class. One (1) director shall be elected by the Methodist Class following a nomination by the Leadership Council of the Methodist Medical Group, Inc., an Indiana nonprofit corporation. In the event that Methodist Medical Group, Inc. or its Leadership Council ceases to exist or is no longer predominantly composed of physicians who utilize Methodist Hospital as their primary hospital, the Methodist Class shall designate another Methodist Hospital-based physician organization to nominate this director. If an appropriate physician organization does not exist, the Methodist Class shall elect a physician, giving preference to one who is Methodist Hospital-based. Additionally, the Dean of Indiana University School of Medicine, Bishop of the Indiana Area of the United Methodist Church, and the President and Chief Executive Officer of the Corporation shall be ex-officio directors. Line 7b: Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the approval of the University Class prior to implementation: - 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 IU Health, except as otherwise authorized by resolution or agreement of the Trustees of Indiana University. - Any proposal by IU Health which conflicts with the following principle: IU Health 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. - Any change in the financial support to the Indiana School of Medicine, as referenced in the Articles of Incorporation. - 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. - Any sale or other alienation of all or substantially all of the assets or operations of IU Health, and any merger, consolidation, change of voting control or other reorganization of IU Health. - Amendment, alteration or repeal of the Articles of Incorporation - Any dissolution of IU Health, except as otherwise required by law. - Any revision to, or modification or revocation of the Core Values. - Any transfer of the membership of either of the member classes. - 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: - 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 IU Health, except as otherwise authorized by resolution or agreement of Methodist Health Group, Inc. - Any sale or other alienation of all or substantially all of the assets or operations of IU Health, and any merger, consolidation, change of voting control, or other reorganization of IU Health. - Amendment, alteration or repeal of the Articles of Incorporation. - Any dissolution of IU Health, except as otherwise required by law. - Any revisions to, or modifications or revocation of the Core Values. - Any transfer of the membership of either of the member classes. - Any amendment to the Definitive Agreement. Part VI, Section A - Governing Body and Management Line 11b - Form 990 Provided to Governing Body Indiana University Health, Inc. ("IU Health") used a thorough process for the review of the Form 990 and related schedules before it was filed. The Chief Financial Officer and General Counsel reviewed and approved the Form 990 and related schedules. The Board Committee on Values, Ethics, Social Responsibility & Pastoral Services reviewed and approved the following sections of the Form 990: 1. Part III - Statement of Program Service Accomplishments 2. Schedule H - Hospitals 3. Schedule I - Grants and Other Assistance to Organizations, Governments, and Individuals in the U.S. The Board Committee on Personnel & Compensation reviewed and approved the following section 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 Additionally, the Audit Committee was provided a copy of the complete Form 990 and schedules to review and approve. After the review and approval from the above listed committees, a complete copy of the Form 990 and schedules was made available to each board member on a secure intranet site. Each member was informed of the availability of the Tax Department to answer any questions. Part VI, Section B - Policies Line 12c - Conflict of Interest Policy Indiana University Health, Inc. ("IU Health") has a Conflict of Interest Policy, the purpose of which is to protect IU Health's interests when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer, director, or employee. Each employee that is manager level or above, including officers and directors, is required to annually sign a statement which affirms that such person (1) has received a copy of the conflict of interest policy; (2) has read and understands the policy; (3) has agreed to comply with the policy; and (4) understands and acknowledges that the Corporation is a tax-exempt organization and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. If an interest is disclosed, the form requires that the discloser's supervisor sign the form to indicate his or her knowledge and approval of the interest. The form is then submitted to Corporate Compliance for review. If the disclosure is by the President & CEO, it is reviewed by the Chairman of the Board of Directors for approval. If the disclosure is by a member of the Board of Directors, the General Counsel and Chief Compliance Officer reviews the disclosures and determines whether to consent. Breach of the Conflict of Interest Policy, including failure to complete and update the questionnaire, and failure to disclose an interest that should be disclosed, may subject an individual to disciplinary action, including dismissal. Part VI, Section B - Policies Line 15 - Process for Determining Compensation 1. The Board of Directors has established a Committee on Personnel and Compensation. The individuals on this Committee are made up of individuals who are on the Board and who do not have a conflict of interest with Indiana University Health, Inc. ("IU Health"). There are no physicians or employees on this Committee. This Committee develops and reviews annually the executive compensation philosophy, market analysis as to comparability and reasonableness. One of the purposes of this Committee is to review, approve and make recommendations regarding executive compensation and benefits to the IU Health Board. As deemed appropriate, this Committee also reviews the same detail with the Committee on Finance. The Committee on Finance is represented by certain members of the Board as well. 2. Each year the Committee on Personnel and Compensation engages an outside compensation consulting firm to conduct a compensation and benefits study for all senior vice presidents and above. The current compensation advisor is the Hay Group. Hay Group performs an independent compensation survey. The relevant comparability data includes: 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. The Committee reviews the entire compensation package including: base compensation, short term and long term incentive plans, basic health and welfare benefits, qualified and nonqualified plans as well as any additional fringe benefits. Further, Hay Group will provide recommendations based upon the reasonable compensation information as it relates to salary increases, bonuses and benefits that are consistent with the compensation philosophy of the Committee. A separate analysis using the same methodology is done for the Chief Executive Officer. 3. The Committee reviews the salary survey and, if appropriate, makes recommendations on increases in salary and any changes in bonuses or benefits. The Committee's goal is to ensure that the total compensation and benefits package is reasonable based upon the independent data provided by Hay Group. The Committee votes on any changes in compensation or benefits. This review, discussion and vote are documented in the minutes for the meeting. There are no executives present during the final discussion and approval of compensation. 4. The Board reviews the report prepared by the Hay Group as well as the recommendations of the Committee on Personnel and Compensation as to changes in compensation approved by the Committee. As requested, the Committee on Finance also provides its review of recommendations on changes in executive compensation and benefits. This review, discussion and vote are documented in the minutes. 5. The Board then reviews the recommendations provided by the Committee on Personnel and Compensation and votes on the changes as well. No additional compensation or benefits are paid to the executives until the changes have been approved by the Committee and the Board. The discussion and approval are documented in the minutes of the meeting. There are no executives present during the final discussion and approval of compensation. The General Counsel prepares a formal written opinion reviewing the compensation and benefits approval process, comparing that process to the Intermediate Sanctions Test of IRC Section 4958 and, if the facts warrant, provides comments regarding the compensation and benefits approval process as this 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 Committee and Board also reviews the achievements of the executive group as it relates to the long-term and short-term shared and individual goals developed by the executive 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 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 Committee on Personnel and Compensation and Audit Committee also review the required Form 990 disclosures related to executive compensation and benefits as well as compensation practices and approval processes prior to the filing of the Form 990 return with the Internal Revenue Service. Part VI, Section C - Disclosure Line 19 - Public Disclosure Indiana University Health, Inc.'s ("IU Health") 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 - Governing Body and Management Line 1a, Column (B) - Average hours per week During part of 2012, Richard F. Graffis, M.D. devoted 55 hours per week as the Executive Vice President and Chief Medical Officer of Indiana University Health, Inc and part of 2012 as a Staff Physician of Indiana University Health Healthcare Associates, Inc., a related entity. During part of 2012, Deon W. Vigilance, M.D. devoted 55 hours per week as a Staff Physician of Indiana University Health, Inc and part of 2012 as a Staff Physician of Indiana University Health Healthcare Associates, Inc., a related entity. Part XI - Reconciliation of Net Assets Line 9 - Other Changes in Net Assets or Fund Balances During 2012, Indiana University Health, Inc. recorded the following other changes in net assets or fund balances: Income/(Loss) - Related 501(c)(3) Organizations: 361,938 Equity Transfers (Capital Funding): -59,583,113 Equity Transfers (Merger): 17,402,193 Purchase Accounting: -17,937,316 Change in Pension Obligation: 1,294,232 Mark-to-Market on Interest Rate Swaps: -754,082 Deferred Gain on Sale: -3,481,460 Statement on Amendment During 2014, Indiana University Health, Inc. issued a 2012 Form W-2c to Daniel F. Evans, Jr. in order to include previously excluded premiums it paid on a life insurance policy, in which Daniel F. Evans, Jr. was the insured party and a family member was the beneficiary, as taxable compensation. The total increase in Daniel F. Evans, Jr.'s 2012 reportable compensation was $17,887. This change is reflected on the following parts and schedules of the amended 2012 Form 990: Part VII, Section A, Line (8), Column (D) As Originally Filed: $1,413,834 As Amended: $1,431,721 Increase: $17,887 Part VII, Section A, Line 1b, Column (D) As Originally Filed: $1,750,109 As Amended: $1,767,996 Increase: $17,887 Part VII, Section A, Line 1d, Column (D) As Originally Filed: $18,215,313 As Amended: $18,233,200 Increase: $17,887 Part IX, Line 5, Column (A) As Originally Filed: $16,462,634 As Amended: $16,480,521 Increase: $17,887 Part IX, Line 5, Column (C) As Originally Filed: $3,064,524 As Amended: $3,082,411 Increase: $17,887 Part IX, Line 9, Column (A) As Originally Filed: $111,850,112 As Amended: $111,832,225 Decrease: $17,887 Part IX, Line 9, Column (C) As Originally Filed: $27,229,936 As Amended: $27,212,049 Decrease: $17,887 Schedule J, Part II, Line 1, Column (B)(iii) As Originally Filed: $56,850 As Amended: $74,737 Increase: $17,887 Schedule J, Part II, Line 1, Column (E) 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