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INDIANA UNIVERSITY HEALTH BLOOMINGON INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
INDIANA UNIVERSITY HEALTH BLOOMINGON INC (EIN 35-1720796)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201413219349303486
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-17T10:27:23-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 4000AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351720796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA UNIVERSITY HEALTH BLOOMINGTON INCBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% BROC BUDDEInCareOfNm
Business Name ControlINDIBusinessNameControlTxt
Phone3179624575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN STREET SUITE 800AddressLine1
Address Line2SuiteAddressLine2
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL L CRAIGPersonNm
Person TitleVP & CFOPersonTitleTxt
Signature2014-11-17SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER D RHODERICKPreparerPersonNm
PTINP00395735PTIN
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerMARK E MOOREPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN ST STE 800AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$421,616,100GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://IUHEALTH.ORG/BLOOMINGTON/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionImprove the health of our patients and community through innovation and excellence in care, education, research and service.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee3244TotalEmployeeCnt
Total Volunteers160TotalVolunteersCnt
Total Gross UBI$3,319,916TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$563,362NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,406,817PYContributionsGrantsAmt
CY Contributions Grants$1,712,882CYContributionsGrantsAmt
PY Program Service Revenue$382,330,864PYProgramServiceRevenueAmt
CY Program Service Revenue$378,211,173CYProgramServiceRevenueAmt
PY Investment Income$4,089,711PYInvestmentIncomeAmt
CY Investment Income$36,101,942CYInvestmentIncomeAmt
PY Other Revenue$4,616,159PYOtherRevenueAmt
CY Other Revenue$5,590,103CYOtherRevenueAmt
PY Total Revenue$393,443,551PYTotalRevenueAmt
CY Total Revenue$421,616,100CYTotalRevenueAmt
PY Grants And Similar Paid$102,310PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$173,383,428PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$166,792,293CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$164,665,056PYOtherExpensesAmt
CY Other Expenses$163,785,469CYOtherExpensesAmt
PY Total Expenses$338,150,794PYTotalExpensesAmt
CY Total Expenses$330,580,762CYTotalExpensesAmt
PY Revenues Less Expenses$55,292,757PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$91,035,338CYRevenuesLessExpensesAmt
Total Assets BOY$385,876,639TotalAssetsBOYAmt
Total Assets EOY$377,689,634TotalAssetsEOYAmt
Total Liabilities BOY$120,911,598TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,486,289TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$264,965,041NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$338,203,345NetAssetsOrFundBalancesEOYAmt
MissionImprove the health of our patients and community through innovation and excellence in care, education, research and service.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$279,730,230ExpenseAmt
Grant$3,000GrantAmt
Revenue$378,211,173RevenueAmt
DescIndiana University Health Bloomington, Inc. ("IU Health Bloomington") is a 293-bed full service hospital that offers a broad range of services to care for its patients without regard to their ability to pay. IU Health Bloomington provides leading-edge care to patients in south-central Indiana. Through its dedication to quality and innovation, IU Health Bloomington has earned a multitude of accreditations, awards, and certifications in its pursuit of improving the health of its patients and community.Desc
Total Program Service Expenses$279,730,230TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document335IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3244EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBROC BUDDEPersonNm
Phone3179624575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN ST STE 800AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JOYCE B POLING
CHAIR2.00.0Yes (X)Yes (X)$0$0$0
LYNN H COYNE
VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
LINDA S WILLIAMSON
DIRECTOR/SECRETARY2.00.0Yes (X)Yes (X)$0$0$0
SUSAN D WIER
DIRECTOR/TREASURER2.00.0Yes (X)Yes (X)$0$0$0
MOYA L ANDREWS
DIRECTOR2.00.0Yes (X)$0$0$0
ALLEN W DUNN MD
DIRECTOR2.00.0Yes (X)$0$0$0
DANIEL F EVANS JR
DIRECTOR2.055.0Yes (X)$0$1,468,119$562,967
JAMES V FARIS MD
DIRECTOR2.00.0Yes (X)$0$0$0
JAMES GARDNER MD
DIRECTOR2.00.0Yes (X)$0$0$0
MICHAEL L GENTILE MD
DIRECTOR2.00.0Yes (X)$0$0$0
CHAD A JOHNSON MD
DIRECTOR2.00.0Yes (X)$0$0$0
CHRISTOPHER J KROLL
DIRECTOR2.00.0Yes (X)$0$0$0
JAMES J LAUGHLIN MD
DIRECTOR2.00.0Yes (X)$0$0$0
DANIEL J PETERSON
DIRECTOR2.00.0Yes (X)$0$0$0
MICHAEL A ROBBINS
DIRECTOR2.00.0Yes (X)$0$0$0
ELEANOR H ROGERS RN
DIRECTOR2.00.0Yes (X)$0$0$0
LINDA L SIMON
DIRECTOR2.00.0Yes (X)$0$0$0
BRADLEY C WHEELER
DIRECTOR2.00.0Yes (X)$0$0$0
BARBARA A WRENN
DIRECTOR2.00.0Yes (X)$0$0$0
MARK E MOORE
PRESIDENT & CEO50.00.0Yes (X)$518,337$0$185,403
JAMES J MYERS
VP & CFO (PARTIAL YEAR)50.00.0Yes (X)$296,398$0$105,383
MICHAEL L CRAIG
VP & CFO (PARTIAL YEAR)50.050.0Yes (X)$0$160,036$13,916
KENNETH E MARSHALL MD
VP & CMO50.00.0$357,491$0$73,470Yes (X)
RUTH ANN MORRIS RN
VP & CNO50.00.0$533,033$0$93,033Yes (X)
MARK W MCMATH
VP & CIO50.00.0$224,849$0$64,839Yes (X)
STEVEN D DECKARD
VP, HR50.00.0$200,898$0$60,092Yes (X)
LARRY R BAILEY
VP8.032.0$48,528$194,111$59,172Yes (X)
LEE MCKINLEY MD
STAFF PHYSICIAN50.00.0$296,067$0$62,974Yes (X)
AMARTYADEB GOSWANI MD
STAFF PHYSICIAN50.00.0$294,945$0$39,933Yes (X)
CHARLES X MCCALLA MD
STAFF PHYSICIAN50.00.0$252,634$0$58,752Yes (X)
A PERRY GRIFFITH MD
STAFF PHYSICIAN50.00.0$234,583$0$29,469Yes (X)
MARK S MUNRO MD
STAFF PHYSICIAN50.00.0$225,450$0$11,256Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,483,213TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,822,266TotReportableCompRltdOrgAmt
Total Other Compensation$1,420,659TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K116IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
PREMIER HEALTHCARE LLC
550 S LANDMARK AVEBLOOMINGTONIN47403MEDICAL$3,199,165
WEDDLE BROTHERS BUILDING GROUP LLC
PO BOX 1330BLOOMINGTONIN47402CONSTRUCTION$2,111,636
MAYO COLLABORATIVE SERVICES INC
PO BOX 1787MINNEAPOLISMN55480LABORATORY$1,158,609
IU HEALTH CARE ASSOCIATES INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204MEDICAL$878,213
TOTAL RENAL CARE INC
PO BOX 8500-1607PHILADELPHIAPA19178MEDICAL$725,230
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K19CntrctRcvdGreaterThan100KCnt
Government Grants$1,558,919GovernmentGrantsAmt
All Other Contributions$153,963AllOtherContributionsAmt
Total Contributions$1,712,882TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
NET PATIENT SERVICE REVENUE621110$286,259,383$286,259,383$0$0
REFERENCE LABORATORY621500$87,557,187$84,682,909$2,874,278
INCOME (LOSS) FROM PASS-THROUGH ENTITIES532000$2,145,600$1,967,513$178,087
ELECTRONIC HEALTH RECORDS INCENTIVE900099$1,898,609$1,898,609
SHARED SERVICES541900$309,214$280,834$28,380

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,180TotalRevenueColumnAmt
Related Or Exempt Func Income$41,180RelatedOrExemptFuncIncomeAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$378,211,173TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,374,934TotalRevenueColumnAmt
Exclusion$2,374,934ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$698,079RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$698,079RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$698,079TotalRevenueColumnAmt
Unrelated Business Revenue$239,171UnrelatedBusinessRevenueAmt
Exclusion$458,908ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$33,563,111SecuritiesAmt
Other$163,897OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$33,563,111SecuritiesAmt
Other$163,897OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,727,008TotalRevenueColumnAmt
Exclusion$33,727,008ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFETERIA/FOOD SERVICE722210$1,397,451$1,397,451
VENDING900099$280,153$280,153
EDUCATION900099$74,795$74,795

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,139,625TotalRevenueColumnAmt
Exclusion$3,139,625ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,892,024OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$421,616,100TotalRevenueColumnAmt
Related Or Exempt Func Income$375,130,428RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,319,916UnrelatedBusinessRevenueAmt
Exclusion$41,452,874ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Program Services$3,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,656,773TotalAmt
Program Services$2,125,418ProgramServicesAmt
Management And General$531,355ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$124,191,445TotalAmt
Program Services$99,353,156ProgramServicesAmt
Management And General$24,838,289ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,356,678TotalAmt
Program Services$8,285,342ProgramServicesAmt
Management And General$2,071,336ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$20,042,834TotalAmt
Program Services$16,034,267ProgramServicesAmt
Management And General$4,008,567ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,544,563TotalAmt
Program Services$7,635,650ProgramServicesAmt
Management And General$1,908,913ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$233,958TotalAmt
Management And General$233,958ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$252,029TotalAmt
Management And General$252,029ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$12,477TotalAmt
Management And General$12,477ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$217,038TotalAmt
Management And General$217,038ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$22,731,958TotalAmt
Program Services$18,185,566ProgramServicesAmt
Management And General$4,546,392ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,640,103TotalAmt
Program Services$1,312,082ProgramServicesAmt
Management And General$328,021ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,611,599TotalAmt
Program Services$2,089,279ProgramServicesAmt
Management And General$522,320ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,579,156TotalAmt
Program Services$5,263,325ProgramServicesAmt
Management And General$1,315,831ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,249,707TotalAmt
Program Services$8,199,766ProgramServicesAmt
Management And General$2,049,941ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$763,627TotalAmt
Program Services$610,902ProgramServicesAmt
Management And General$152,725ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,739,208TotalAmt
Program Services$1,391,366ProgramServicesAmt
Management And General$347,842ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,813,542TotalAmt
Program Services$13,450,834ProgramServicesAmt
Management And General$3,362,708ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,934,930TotalAmt
Program Services$1,547,944ProgramServicesAmt
Management And General$386,986ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DRUGS AND MEDICAL SUPPLIES$57,751,805$57,751,805
BAD DEBT$22,393,590$22,393,590
NONCAPITALIZED EQUIPMENT$3,298,385$2,638,708$659,677
UBI TAX (REFUND)$254,301$254,301

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$14,308,056TotalAmt
Program Services$11,458,230ProgramServicesAmt
Management And General$2,849,826ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$330,580,762TotalAmt
Program Services$279,730,230ProgramServicesAmt
Management And General$50,850,532ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$20,538BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$74,516,157BOYAmt
EOY$6,042,571EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$40,270,826BOYAmt
EOY$46,223,552EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$5,373,660BOYAmt
EOY$2,809,771EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,794,621BOYAmt
EOY$4,971,820EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$383,099,756LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$272,575,538LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$120,313,564BOYAmt
EOY$110,524,218EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$119,514,186BOYAmt
EOY$180,739,011EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$3,471,638BOYAmt
EOY$3,891,502EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$3,583,576BOYAmt
EOY$3,583,576EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$14,017,873BOYAmt
EOY$18,903,613EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$385,876,639BOYAmt
EOY$377,689,634EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$35,525,268BOYAmt
EOY$23,249,339EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,826BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$44,759,686BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$3,113,941BOYAmt
EOY$6,203,495EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,498,877BOYAmt
EOY$10,033,455EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$120,911,598BOYAmt
EOY$39,486,289EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$260,860,194BOYAmt
EOY$333,386,021EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,470,216BOYAmt
EOY$4,182,693EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$634,631BOYAmt
EOY$634,631EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$264,965,041BOYAmt
EOY$338,203,345EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$385,876,639BOYAmt
EOY$377,689,634EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$91,035,338ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$17,633,514NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$1,000PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$164,520OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$12,477OtherActivitiesAmt
Total Lobbying Expenditures$12,477TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1i - Other ActivitiesFormAndLineReferenceDesc
ExplanationIndiana University Health Bloomington, Inc. ("IU Health Bloomington") paid institutional membership dues to the American Hospital Association ("AHA"), Indiana Hospital Association ("IHA"), and Safety Net Hospitals for Pharmaceutical Access ("SNHFPA") during 2013 in the amount of $36,854, $56,770, and $4,350, respectively. Each membership organization notified IU Health Bloomington that a portion of the dues it paid were used for lobbying purposes. The AHA used 23.98%, or $8,838 of 2013 membership dues paid by IU Health Bloomington, for lobbying expenditures. The IHA used 5.26%, or $2,986 of the 2013 membership dues paid by IU Health Bloomington, for lobbying expenditures. The SNHFPA used 15%, or $653 of the 2013 membership dues paid by IU Health Bloomington, for lobbying expenditures. The total membership dues paid to these organizations by IU Health Bloomington during 2013 that were attributable to lobbying expenditures was $12,477.ExplanationTxt

Schedule D IRS990ScheduleD

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,104,847BeginningYearBalanceAmt
Contributions$712,477ContributionsAmt
End Year Balance$4,817,324EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,571,184BeginningYearBalanceAmt
Contributions$533,663ContributionsAmt
End Year Balance$4,104,847EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,313,701BeginningYearBalanceAmt
Other Expenditures$742,517OtherExpendituresAmt
End Year Balance$3,571,184EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,108,745BeginningYearBalanceAmt
Contributions$204,956ContributionsAmt
End Year Balance$4,313,701EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,703,110BeginningYearBalanceAmt
Contributions$405,635ContributionsAmt
End Year Balance$4,108,745EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.13174PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.86826TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,707,250OtherCostOrOtherBasisAmt
Book Value$19,707,250BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$157,624,719OtherCostOrOtherBasisAmt
Depreciation$108,771,217DepreciationAmt
Book Value$48,853,502BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,201,448OtherCostOrOtherBasisAmt
Depreciation$4,564,206DepreciationAmt
Book Value$1,637,242BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$196,628,694OtherCostOrOtherBasisAmt
Depreciation$159,240,115DepreciationAmt
Book Value$37,388,579BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,937,645OtherCostOrOtherBasisAmt
Book Value$2,937,645BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$110,524,218TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
INTERCOMPANY RECEIVABLES (NET)$14,086,289
INT. IN NET ASSETS OF FNDTN.$4,817,324
FieldValueIRS element (for citing)
Total Book Value Other Assets$18,903,613TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO THIRD-PARTY PAYORS$5,807,350
PENSION AND OTHER RETIREMENT LIAB.$3,707,767
SELF-INSURANCE LIABILITIES$518,338
FieldValueIRS element (for citing)
Total Liability$10,033,455TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 - Intended Uses of Org.'s Endowment FundsTemporarily 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, Line 2 - FIN 48 (ASC 740) FootnoteIndiana University Health Bloomington, Inc. is a subsidiary in the consolidated financial statement of Indiana University Health, Inc., which adopted FIN 48 in 2007. No disclosures were required in 2013 under GAAP as Indiana University Health, Inc. does not have any material tax contingencies that required disclosures in the footnotes.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent200 DYes (X)Percent200DInd
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (true)ExpensesExceedBudgetInd
Unable To Provide CarefalseUnableToProvideCareInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Persons Served13595PersonsServedCnt
Total Community Benefit Expns$12,184,093TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$12,184,093NetCommunityBenefitExpnsAmt
Total Expense0.03950TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Persons Served43791PersonsServedCnt
Total Community Benefit Expns$49,596,860TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$32,757,062DirectOffsettingRevenueAmt
Net Community Benefit Expns$16,839,798NetCommunityBenefitExpnsAmt
Total Expense0.05460TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Persons Served4064PersonsServedCnt
Total Community Benefit Expns$2,729,356TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,395,906DirectOffsettingRevenueAmt
Net Community Benefit Expns$333,450NetCommunityBenefitExpnsAmt
Total Expense0.00110TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Persons Served61450PersonsServedCnt
Total Community Benefit Expns$64,510,309TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$35,152,968DirectOffsettingRevenueAmt
Net Community Benefit Expns$29,357,341NetCommunityBenefitExpnsAmt
Total Expense0.09520TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs35ActivitiesOrProgramsCnt
Persons Served58418PersonsServedCnt
Total Community Benefit Expns$1,899,829TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$245,991DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,653,838NetCommunityBenefitExpnsAmt
Total Expense0.00540TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Persons Served3097PersonsServedCnt
Total Community Benefit Expns$349,752TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$7,422DirectOffsettingRevenueAmt
Net Community Benefit Expns$342,330NetCommunityBenefitExpnsAmt
Total Expense0.00110TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Persons Served20544PersonsServedCnt
Total Community Benefit Expns$23,110,980TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$18,382,406DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,728,574NetCommunityBenefitExpnsAmt
Total Expense0.01530TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs4ActivitiesOrProgramsCnt
Persons Served32323PersonsServedCnt
Total Community Benefit Expns$402,510TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$356,360DirectOffsettingRevenueAmt
Net Community Benefit Expns$46,150NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs45ActivitiesOrProgramsCnt
Persons Served114382PersonsServedCnt
Total Community Benefit Expns$25,763,071TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$18,992,179DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,770,892NetCommunityBenefitExpnsAmt
Total Expense0.02190TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs45ActivitiesOrProgramsCnt
Persons Served175832PersonsServedCnt
Total Community Benefit Expns$90,273,380TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$54,145,147DirectOffsettingRevenueAmt
Net Community Benefit Expns$36,128,233NetCommunityBenefitExpnsAmt
Total Expense0.11710TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Persons Served22PersonsServedCnt
Total Community Benefit Expns$741TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$741NetCommunityBenefitExpnsAmt

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served4PersonsServedCnt
Total Community Benefit Expns$350TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$350NetCommunityBenefitExpnsAmt

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served597PersonsServedCnt
Total Community Benefit Expns$21,394TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$8,949DirectOffsettingRevenueAmt
Net Community Benefit Expns$12,445NetCommunityBenefitExpnsAmt

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served50PersonsServedCnt
Total Community Benefit Expns$3,900TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,319DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,581NetCommunityBenefitExpnsAmt

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs5ActivitiesOrProgramsCnt
Persons Served673PersonsServedCnt
Total Community Benefit Expns$26,385TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$10,268DirectOffsettingRevenueAmt
Net Community Benefit Expns$16,117NetCommunityBenefitExpnsAmt
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Bad Debt Expense$6,955,519BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$76,266,307ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$102,199,535CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$25,933,228MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

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

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (3 entries)

Primary ActivitiesPrimaryActivitiesTxtOrg Profit Or OwnershipOrgProfitOrOwnershipPctOfcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPctPhysicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
S IN SURGERY CTR LLC
OUTPATIENT SURGERY0.450000.000000.55000
S IN RADIOLOG ASSOC
RADIOLOGICAL SERVICES0.500000.000000.50000
BLOOMINGTON ENDO CTR
GASTROINTESONAL TREATMENT0.510000.000000.49000
FieldValueIRS element (for citing)
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IU HEALTH BLOOMINGTON HOSPITALBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 WEST SECOND STREETAddressLine1
CityBLOOMINGTONCity
StateINState
ZIP Code47403ZIPCode
FieldValueIRS element (for citing)
Website AddressHTTP://IUHEALTH.ORG/BLOOMINGTON/WebsiteAddressTxt
State License13-005047-1StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1IU HEALTH BLOOMINGTON HOSPITALBusinessNameLine1
FieldValueIRS element (for citing)
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Information GapsYes (X)InformationGapsInd
CHNA Conducted13CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsfalseCHNAConductedWithOtherFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLHTTP://IUHEALTH.ORG/GETSTRONG/OwnWebsiteURLTxt
Rpt Available Upon RequestYes (X)RptAvailableUponRequestInd
Adopt Implementation StrategyYes (X)AdoptImplementationStrategyInd
Exec Implementation StrategyYes (X)ExecImplementationStrategyInd
Include Operational PlanYes (X)IncludeOperationalPlanInd
Adopt BudgetYes (X)AdoptBudgetInd
Prioritize Health NeedsYes (X)PrioritizeHealthNeedsInd
Prioritize ServicesYes (X)PrioritizeServicesInd
All Needs AddressedYes (true)AllNeedsAddressedInd
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Used Deter Elig Free CareYes (true)FPGUsedDeterEligFreeCareInd
FPG Family Incm Lmt Free Care200.FPGFamilyIncmLmtFreeCarePct
FPG Used Determ Elig Dscnt CareYes (true)FPGUsedDetermEligDscntCareInd
FPG Family Incm Lmt Dscnt Care200.FPGFamilyIncmLmtDscntCarePct
Explained BasisYes (true)ExplainedBasisInd
Income LevelYes (X)IncomeLevelInd
Asset LevelYes (X)AssetLevelInd
Medical IndigencyYes (X)MedicalIndigencyInd
Insurance StatusYes (X)InsuranceStatusInd
Uninsured DiscountYes (X)UninsuredDiscountInd
ResidencyYes (X)ResidencyInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
Available On RequestYes (X)AvailableOnRequestInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Collection ActivitiesfalseCollectionActivitiesInd
FAP Notified Upon AdmissionYes (X)FAPNotifiedUponAdmissionInd
FAP Notified All PatientsYes (X)FAPNotifiedAllPatientsInd
Documented Elig DeterminationYes (X)DocumentedEligDeterminationInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Average Negotiated RatesYes (X)AverageNegotiatedRatesInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3 - Input from CommunityIn conducting its most recent CHNA, Indiana University Health Bloomington, Inc. ("IU Health Bloomington") took into account input from persons who represent the broad interests of the community it serves by hosting several community conversation focus groups. These focus groups included public health officials and community leaders to discuss the healthcare needs of the service area and what role IU Health Bloomington could play in addressing the identified needs. To obtain a more complete picture of the factors that play into IU Health Bloomington's community's health, input from public health officials and community leaders in Monroe County was gathered through three separate focus group sessions. The first two were one and half hour live group session at IU Health Bloomington Hospital, and the second was held via a phone conference call for those who were not able to meet in person. IU Health Bloomington facilitators mailed letters and made follow-up telephone calls inviting public health officials and community leaders to attend the focus group discussion, paying special attention to including organizations that represent the interest of low-income, minority, and uninsured individuals. The goal of soliciting these leaders' feedback was to gather insights into the quantitative data that may not be easily identified from the secondary statistical data alone. Attendees who participated in the focus group included: Elizabeth Thompson - Former Executive Director, Volunteer's in Medicine ("VIM") - Ms. Thompson is representative of a community perspective regarding access to care. As former Executive Director of VIM, she works to provide access to care for underserved and low-income populations. Barry Lessow - Executive Director, United Way of Monroe County - Mr. Lessow is representative of a community perspective toward healthy living. As Executive Director of the United Way of Monroe County, he works for an organization that believes in helping people learn more, earn more, and lead safe and healthy lives in order to create programs that assist in accomplishing those goals. Mark Kruzan - Mayor of Bloomington - Mr. Kruzan is representative of a community perspective toward healthy living. As mayor of Bloomington, Mayor Kruzan is knowledgeable on what the community's needs are, and the resources that are available to address those needs. Penny Caudill - Administrator, Monroe County Health Department - Ms. Caudill is representative of a community perspective toward overall public health. As an employee of the health department, she understands the issues and obstacles involved in the area of public health, as well as ways to address and improve them. Daniel Peterson - Board Member, IU Health Bloomington - Mr. Peterson is representative of a community perspective toward healthy living. As a board member at IU Health Bloomington, he is knowledgeable on what the community's needs are, and the resources that are available to address those needs. Ellie Rogers - Board Member, IU Health Bloomington & Member of Local Council of Women - Ms. Rogers is representative of a community perspective toward healthy living. As a board member at IU Health Bloomington, she is knowledgeable on what the community's needs are, and the resources that are available to address those needs. Mark Moore - CEO, IU Health Bloomington - Mr. Moore is representative of a community perspective toward healthy living. As CEO of IU Health Bloomington, he is knowledgeable on what the community's needs are, and the resources that are available to address those needs. Carol Weiss-Kennedy - Director, Community Health, IU Health Bloomington - Ms. Weiss-Kennedy is representative of a community perspective toward healthy living. As Director of Community Health at IU Health Bloomington, she is knowledgeable on what the community's needs are, and the resources that are available to address those needs. Upon arrival to the focus group, participants were asked to list five health needs, which should be prioritized in their opinion, for the Marion County community served by IU Health Bloomington. These responses were collected and aggregated into a comprehensive list of identified needs to be further discussed later in the session and ranked for severity of need within the community. IU Health Bloomington facilitators then provided participants with a presentation featuring the mission of IU Health Bloomington, current outreach priorities, and local health data, including demographics, insurance information, poverty rates, county health rankings, causes of death, physical activity, chronic conditions, preventive behaviors, and community needs index. Upon completion of the data presentation, IU Health Bloomington facilitated a discussion on the comprehensive list of identified needs from earlier in the session. The objective of this method was intended to inspire candid discussions prior to a second identification of five prioritized health needs by each participant. The votes on the five prioritized health needs were tallied and final input from the group was encouraged during this process in order to validate the previously identified needs. Following additional discussion, participants were also asked to address what they thought the role of the IU Health Bloomington could be in meeting the local health needs.
Schedule H, Part V, Section B, Line 14g - Other Measures to PublicizeIndiana University Health Bloomington, Inc. goes to great lengths to ensure patients know that it treats all patients regardless of their ability to pay. Although a complete copy of the financial assistance policy is not attached to each patient statement, a plain language summary is included instead. Additionally, on the back of each patient statement is a telephone number that allows patients to ask any questions about the policy and request financial assistance.
FieldValueIRS element (for citing)
Facility7FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeFacilityFacilityTxt
IUH BLOOMINGTON HOSP COMM HEALTH SVCS
333 E MILLER DRBLOOMINGTONIN47401COMMUNITY HEALTH SERVICES
IUH BLOOMINGTON HOSP HOME HEALTH SVCS
333 E MILLER DRBLOOMINGTONIN47401HOME HEALTH AGENCY
IUH BLOOMINGTON HOSP HOME MED EQUIP
1355 W BLOOMFIELD RD STE 4BLOOMINGTONIN47403DURABLE MEDICAL EQUIPMENT AND SUPPLIES
IUH BLOOMINGTON HOSPITAL HOSPICE
619 W FIRST STBLOOMINGTONIN47403HOSPICE
IUH BLOOMINGTON HOSP CTR OCCUP HEALTH
3443 W THIRD STBLOOMINGTONIN47404OCCUPATIONAL HEALTH PROGRAM
IUH BLOOMINGTON HOSP PROMPTCARE WEST
3443 W THIRD STBLOOMINGTONIN47404URGENT CARE CENTER
IUH BLOOMINGTON HOSP PROMPTCARE EAST
326 S WOODCREST DRBLOOMINGTONIN47401URGENT CARE CLINIC

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part I, Line 3c - Other Factors Used in Determining Elig.Eligibility for financial assistance is determined based upon a patient's household income and number of members in the household. A patient is eligible for financial assistance, when the patient's: - Household income is equal to or less than 200% of the Federal Poverty Guidelines ("FPG"); or - Household income is greater than 200% of the FPG, the patient is an uninsured patient, and qualifies based on an established sliding scale. Additional requirements for eligibility include: - When religious doctrine prohibits individuals from accepting government assistance, such as the Amish Religion, the prerequisite of applying for Medicaid prior to applying for financial assistance will be waived. - If a patient becomes uncooperative during the eligibility process, the account will be sent through the normal collection process. Accounts that have been referred to collection are eligible for financial assistance dating back one year from the receipt of eligibility paperwork. - Other factors may be considered in determining financial assistance eligibility, including the timeliness with which a patient provides requested documentation and consistency between reported income and expenses.
Schedule H, Part I, Line 6a - C.B. Report Prepared by a Related Org.Indiana University Health Bloomington, Inc.'s community benefit and other investments, encompassing its total community investment, are included in the IU Health Community Benefit Report which is prepared on behalf of and includes IU Health and its related hospital entities in the State of Indiana ("IU Health Statewide System"). The IU Health Community Benefit Report is made available to the public on IU Health's website at http://iuhealth.org/communitybenefit/. The IU Health Community Benefit Report is also distributed to numerous key organizations throughout the State of Indiana in order to broadly share the IU Health Statewide System's community benefit efforts. It is also available by request through the Indiana State Department of Health or IU Health.
Schedule H, Part I, Line 7, Column (f) - Bad Debt ExpenseThe 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 on Line 7, column (f) is $22,393,590.
Schedule H, Part I, Line 7 - Total Community Benefit ExpenseSchedule H, Part I, Line 7, Column (f), Percent of Total Expense, is based on column (e) Net Community Benefit Expense. The percent of total expense based on column (c) Total Community Benefit Expense, which does not include direct offsetting revenue, is 29.29%.
Schedule H, Part I, Line 7g - Subsidized Health ServicesIndiana University Health Bloomington, Inc. does not include any costs associated with physician clinics as subsidized health services.
Schedule H, Part II - Promotion of Health in Communities ServedIndiana University Health Bloomington, Inc. ("IU Health Bloomington") participates in a variety of community-building activities that address the social determinants of health in the communities it serves. IU Health Bloomington is a subsidiary of Indiana University Health, Inc. ("IU Health"). IU Health and its related hospital entities across the State of Indiana ("IU Health Statewide System") invest in economic development efforts across the state, collaborate with like-minded organizations through coalitions that address key issues, and advocate for improvements in the health status of vulnerable populations. This includes making contributions to community-building activities by providing investments and resources to local community initiatives that addressed economic development, community support and workforce development. Several examples include IU Health's support of the following organizations and initiatives that focus on some of the root causes of health issues, such as lack of education, employment and poverty: - College Mentors for Kids - Starfish Initiative - Teach for America - United Way Additionally, through the IU Health Statewide System's team member community benefit service program, "Strength That Cares", team members across the state make a difference in the lives of thousands of Hoosiers every year. For example, in 2013, almost 80 team members from IU Health gathered to help build a new home for a family as part of a Habitat for Humanity build event.
Schedule H, Part III, Line 2 - Methodology Used to Est. Bad Debt Exp.The bad debt expense of $6,955,519 reported on Schedule H, Part III, Line 2 is reported at cost, as calculated using the cost to charge ratio methodology.
Schedule H, Part III, Line 4 - Bad Debt ExpenseThe provision for uncollected patient accounts, for all payors, is recognized when services are provided based upon management's assessment of historical and expected net collections, taking into consideration business and economic conditions, changes and trends in health care coverage and other collection indicators. Periodically, management assesses the adequacy of the allowance for uncollectible accounts based upon accounts receivable payor composition and aging, the significance of individual payors to outstanding accounts receivable balances, and historical write-off experience by payor category, as adjusted for collection indicators. The results of 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 Bloomington, Inc. ("IU Health Bloomington") 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 Bloomington and, in certain cases, are reclassified to charity care if deemed to otherwise meet financial assistance policies of IU Health Bloomington.
Schedule H, Part III, Line 8 - Medicare ShortfallThe Medicare shortfall reported on Schedule H, Part III, Line 7 is calculated, in accordance with the Form 990 instructions, using "allowable costs" from the Indiana University Health Bloomington, Inc. ("IU Health Bloomington") Medicare Cost Report. "Allowable costs" for Medicare Cost Report purposes are not reflective of all costs associated with IU Health Bloomington'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 Bloomington's participation in Medicare programs would significantly increase the Medicare shortfall reported on Schedule H, Part III, Line 7. IU Health Bloomington'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 Bloomington 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, Line 9b - Written Debt Collection PolicyIf 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 financial assistance. If a patient does not apply for financial assistance but otherwise meets the financial assistance guidelines established by Indiana University Health Bloomington, Inc. ("IU Health Bloomington"), IU Health Bloomington will waive charges and treat the cost of services as financial assistance.
Schedule H, Part VI, Line 2 - Needs AssessmentCommunities are multifaceted and so are their health needs. Indiana University Health Bloomington, Inc. ("IU Health Bloomington") 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 Bloomington assesses the health care needs of the communities it serves by conducting a Community Health Needs Assessment ("CHNA"). This assessment includes collaboration with other community organizations such as the Monroe County Health Department, the Indiana State Department of Health, the Centers for Disease Control and Prevention and the United Way of Monroe County.
Schedule H, Part VI, Line 3 - Patient Education of Eligibility for Assist.Indiana University Health Bloomington, Inc. ("IU Health Bloomington") goes to great lengths to ensure patients know that it treats all patients regardless of their ability to pay. IU Health Bloomington shares financial assistance information with patients during the admission process, billing process, and online. Helping patients understand that financial support for their care is available is a part of IU Health Bloomington's commitment to its mission. IU Health Bloomington'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 self-pay (uninsured) or if they request assistance information. The patient is also provided with an Admissions Packet that outlines information regarding IU Health Bloomington's financial assistance program. Financial counselors are onsite to assist with financial concerns or questions during the patient's stay. Patient Financial Services Customer Service representatives are also available after the patient's stay to help patients apply for financial assistance, understand their bills, explain what they can expect during the billing process, accept payment (if needed), update their insurance or payor information, and update their address or other demographic information. A plain language summary of the financial assistance policy is printed on the back of each patient statement, while the financial assistance application is mailed to all IU Health Bloomington patients with a patient balance due after insurance. Additionally, on the back of each patient statement is a telephone number that allows patients the ability to request financial assistance. Uninsured patients are also made aware of this process at the time of registration. IU Health Bloomington's financial assistance policy utilizes the federal poverty guidelines to determine eligibility. The goal is to make access to quality care within a patient's reach. The IU Health Bloomington 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% percent of federal poverty guidelines; and 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. For those inpatients that may qualify for the Medicaid program and have not applied, IU Health Bloomington 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 Bloomington, IU Health Bloomington will waive charges and treat the cost of services as financial assistance.
Schedule H, Part VI, Line 4 - Community InformationIndiana University Health Bloomington, Inc. ("IU Health Bloomington") is located in Monroe County, Indiana, a county located in south central Indiana. Monroe County includes ZIP codes within the towns of Bloomington, Ellettsville, and Unionville. Based on the most recent Census Bureau (2010) statistics, Monroe County's population is 137,974 persons with approximately 50% being female and 50% male. The county's population estimates by race are 85.8% White, 3.1% Hispanic or Latino, 3.4% Black, 5.6% Asian, 0.3% American Indian or Alaska Native, and 2.3% persons reporting two or more races. Monroe County has relatively high levels of educational attainment, as compared to other Indiana counties. Almost half of the population had an associate's, bachelor's or graduate/professional degree, a percentage that has increased slightly since 2000 (44.5% to 48%). An additional 18.8% had some college, but no degree. As of 2010, 24.3% of the population was a high school graduate or equivalent; however, this percentage has decreased by 1.9% since 2000.
Schedule H, Part VI, Line 5 - Promotion of Community HealthIndiana University Health Bloomington, Inc. ("IU Health Bloomington") invests in its community to improve the quality of life of its community members. Several community benefit highlights are described below. In 2013, IU Health Bloomington continued outreach through its Get Onboard Active Living ("G.O.A.L.") program. This family-focused community initiative targets childhood obesity by helping children and families live healthier lives. In May, the hospital hosted a preschool family night aimed at teaching both parents and children the basics of good childhood nutrition. More than 60 people attended the event. In addition, IU Health Bloomington launched its first after-school program affiliated with G.O.A.L. This program, G.O.A.L. University, was piloted in five elementary schools in 2013 and impacted more than 175 children in the Bloomington Area. Collaborating with local school systems, IU Health Bloomington also sponsored "School Gardens", a program with a two-fold benefit to the community. The School Gardens program builds on-site, raised bed gardens for local schools to plant and harvest organic vegetables. Through a curriculum developed by the hospital, schools use the gardens to enhance learning in science and math. The harvested produce is then donated to a local food pantry to increased access to fresh fruits and vegetables. The Alzheimer's Resources Service, a part of the IU Health Bloomington Community Health Department, facilitated a training program for families and caregivers to help them understand the experience of living with dementia. This "Virtual Dementia Tour" is designed to simulate the perceptual experiences and communication difficulties associated with dementia. More than 60 caregivers attended these events in 2013. IU Health Bloomington also launched the "I'm Not a Runner" walking group in 2013 as a way to motivate the community to stay active. Each week, nearly 20 individuals participated in the event, which began in April and was co-sponsored by the City of Bloomington and Indiana Running Company.
Schedule H, Part VI, Line 6 - Affiliated Health Care SystemIndiana University Health Bloomington, Inc. is part of the IU Health Statewide System. The IU Health Statewide system is Indiana's most comprehensive healthcare system. A unique partnership with the Indiana University School of Medicine ("IU School of Medicine"), one of the nation's leading medical schools, gives patients access to innovative treatments and therapies. IU Health is comprised of hospitals, physicians and allied services dedicated to providing preeminent care throughout Indiana and beyond. National Recognition - Six hospitals designated as Magnet by the American Nurses Credentialing Center recognizing excellence in nursing care. - Named to the 2013-2014 U.S. News & World Report's Best Hospitals Honor Roll, their highest distinction. - Eleven adult clinical programs ranked among the top 50 national programs in U.S. News & World Report - Ten pediatric clinical programs ranked among the top 50 national programs in the U.S. News & World Report Education and Research As an academic health center, IU Health works in partnership with the IU School of Medicine to train physicians, blending breakthrough research and treatments with the highest quality of patient care. Research conducted by IU School of Medicine faculty gives IU Health physicians and patients access to the most leading-edge and comprehensive treatment options. Collaborative Strategic Research Initiative Conceived by IU Health and the IU School of Medicine in 2012, the Strategic Research Initiative aims to enhance the institutions' joint capabilities in fundamental scientific investigation, translational research and clinical trials targeting innovative treatments for disease. The two organizations committed to invest $150 million over five years to this new research collaboration. Established in 2013, the Center for Innovation and Implementation Science is partially supported by the Strategic Research Initiative. The new center, launched by the IU School of Medicine and the Indiana Clinical and Translational Sciences Institute, focuses on increasing efficacy and reducing costs at IU Health. With oversight of four specialized research and discovery units managed by IU School of Medicine researchers, the center will address problems with the potential to reduce costs or generate new revenue estimated at $5 million per year or more. IU Health Statewide System IU Health is a part of the IU Health Statewide System which continues to broaden its reach and positive impact throughout the state of Indiana. IU Health is Indiana's most comprehensive academic health center and consists of IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital. Other hospitals in the IU Health Statewide System include the following: - IU Health Arnett Hospital - IU Health Ball Memorial Hospital - IU Health Bedford Hospital - IU Health Blackford Hospital - IU Health Bloomington Hospital - IU Health Goshen Hospital - IU Health La Porte Hospital - IU Health Morgan Hospital - IU Health North Hospital - IU Health Paoli Hospital - IU Health Starke Hospital - IU Health Tipton Hospital - IU Health West Hospital - IU Health White Memorial Hospital Although each hospital in the IU Health Statewide System prepares and submits its own community benefits plan relative to the local community, the IU Health Statewide System considers its community benefit plan as part of an overall vision for strengthening Indiana's overall health. A comprehensive community outreach strategy and community benefit plan is in place that encompasses the academic medical center downtown Indianapolis, suburban Indianapolis and statewide entities around priority areas that focus on health improvement efforts statewide. IU Health is keenly aware of the positive impact it can have on the communities of need in the state of Indiana by focusing on the most pressing needs in a systematic and strategic way. Some ways we address our community health priorities as a system include: IU Health Day of Service The annual IU Health Day of Service is a high-impact, one-day event aimed at engaging IU Health team members in activities that address an identified community outreach priority. Tackling the issue of obesity in the communities IU Health serves, the fifth annual Day of Service in 2013 focused on leaving behind key physical assets to help meet a statewide need for more venues for physical activity and recreation. During the 2013 Day of Service: - More than 1,500 IU Health team members gave their time to improve walking trails and park assets, which serve more than 63,000 residents across the state. - 19 community parks were enhanced; IU Health team members spread mulch around play equipment to help ensure safety; put fresh coats of paint on park structures; and improved landscaping to boost aesthetic appeal. - 40 fitness stations were installed to provide community members opportunities for fitness at parks. - 300 sports balls were inflated and donated to the Indiana Sports Corporation to give more children equipment to support play and physical activity. - IU Health Physicians also hosted a Day of Service called "Give Back Day," featuring 15 interactive stations located along a walking path that promoted fun, health-related family-friendly activities. Participants enjoyed "walk with a doc," yoga, volleyball, cardio drumming and Zumba. The event also featured a taste test of healthy snacks. Fifty-two team members from IU Health Physicians, including 27 physicians, volunteered their time to engage in healthy activities with fellow community members. Kindergarten Countdown As one of IU Health's signature programs and collaboration with United Way, Kindergarten Countdown helps hundreds of soon-to-be kindergartners improve their readiness for school. In addition to providing health screenings and vaccinations to students, the program offers assistance to parents in registering their kindergartners for school. Kindergarten Countdown summer camps are designed to provide at-risk youngsters the basic skills they need to succeed in their first year of school. From "Get Ready to Read" pre- and post-tests, campers in the IU Health camps achieved a 21 percent average increase in scores from the beginning of the four-week camp to the end. The program also creates positive impact by increasing awareness of kindergarten readiness, improving parent engagement and strengthening relationships between volunteers and team members at hospitals, schools and community organizations. Clinical Research Clinical trials are conducted at the following IU Health locations: Academic Health Center (IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children at IU Health), IU Health Arnett Hospital, IU Health Bloomington Hospital, IU Health La Porte Hospital, IU Health North Hospital, IU Health Saxony Hospital and IU Health West Hospital. There were approximately 2,200 clinical trials conducted in 2013 at IU Health. Methodist Research Institute ("MRI") The Biorepository at MRI, under IRB approval, collects human biological materials (blood, bone, tissue, urine) vital for medical research to provide the best way to study a variety of diseases and their potential treatments. Basic science researchers at MRI publish the results of their innovative grant-supported research in prestigious peer-reviewed journals. Their work has been recognized both nationally and internationally as they participate in system-wide collaborative efforts within IU Health as well as with the IU School of Medicine Community Health Initiatives With investments in high-quality and impactful initiatives to address community health needs statewide; IU Health is helping Indiana residents improve their health and their quality of life. In 2013, IU Health impacted many people statewide through presentations, health risk screenings, health education programs, and additional health educational opportunities made available to the community, especially to our community members in the greatest need of such services. Examples of the types of programming and investment we make in the five community outreach areas include: Access to Healthcare One of the first steps to improved health outcomes is having access to healthcare resources. To show its commitment to providing affordable healthcare access, IU Health treats all patients regardless of their ability to pay. IU Health is also working to raise awareness and works to identify individuals within our communities that have barriers to care and connect these individuals with better access and consistency of healthcare resources to meet their needs. Some ways that these IU Health hospitals address Access to Healthcare include: Veggies and Vaccines Leveraging existing partnerships from the successful IU Health Garden on the Go program, IU Health conducted a seasonal flu campaign for two weeks in October and November 2013. The free flu vaccines were

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DANIEL F EVANS JR
DIRECTOR$0$1,054,492$0$301,421$0$112,206$0$533,606$0$29,361$0$2,031,086$0$0
MARK E MOORE
PRESIDENT & CEO$462,746$0$40,323$0$15,268$0$158,635$0$26,768$0$703,740$0$0$0
JAMES J MYERS
VP & CFO (PARTIAL YEAR)$249,241$0$29,073$0$18,084$0$84,545$0$20,838$0$401,781$0$0$0
KENNETH E MARSHALL MD
VP & CMO$323,042$0$29,981$0$4,468$0$44,787$0$28,683$0$430,961$0$0$0
RUTH ANN MORRIS RN
VP & CNO$266,685$0$0$0$266,348$0$72,048$0$20,985$0$626,066$0$0$0
MARK W MCMATH
VP & CIO$224,297$0$0$0$552$0$36,984$0$27,855$0$289,688$0$0$0
STEVEN D DECKARD
VP, HR$189,314$0$0$0$11,584$0$39,265$0$20,827$0$260,990$0$0$0
LARRY R BAILEY
VP$42,567$170,266$3,951$15,805$2,010$8,040$6,229$24,917$5,605$22,421$60,362$241,449$0$0
LEE MCKINLEY MD
STAFF PHYSICIAN$294,433$0$0$0$1,634$0$41,970$0$21,004$0$359,041$0$0$0
AMARTYADEB GOSWANI MD
STAFF PHYSICIAN$289,972$0$0$0$4,973$0$11,475$0$28,458$0$334,878$0$0$0
CHARLES X MCCALLA MD
STAFF PHYSICIAN$222,690$0$0$0$29,944$0$38,242$0$20,510$0$311,386$0$0$0
A PERRY GRIFFITH MD
STAFF PHYSICIAN$234,031$0$0$0$552$0$10,750$0$18,719$0$264,052$0$0$0
MARK S MUNRO MD
STAFF PHYSICIAN$206,953$0$0$0$18,497$0$10,129$0$1,127$0$236,706$0$0$0
MICHAEL L CRAIG
VP & CFO (PARTIAL YEAR)$0$159,484$0$0$0$552$0$13,916$0$0$0$173,952$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 4b - Supplemental Nonqualified Retirement PlanMark E. Moore, James J. Myers, Kenneth E. Marshall, M.D., Ruth Ann Morris, R.N., Mark W. McMath, Steven D. Deckard, and Charles X. McCalla, M.D. participate in a supplemental executive retirement plan, provisions of which are designed to retain these critical employees. The plan provides for an additional retirement benefit for service through normal retirement or other key dates. If the executive leaves prior to retirement or other key dates, the benefit may be forfeited or reduced. With the exception of Ruth Ann Morris, R.N., each executive has an amount included in column c, deferred compensation, representing the current year increase in the accrued benefit and/or current year contribution. No amount was actually paid to these executives during the year. For Ruth Ann Morris, R.N., $251,367 is included in column b(iii), other reportable compensation, representing the amount received under her vested supplemental executive retirement plan. Daniel F. Evans, Jr. participates in a supplemental executive retirement plan of Indiana University Health, Inc., provisions of which are designed to retain its 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. For Daniel F. Evans, Jr., the amount of this benefit has been 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 him during the year.
Schedule J, Part I, Line 7 - Non-Fixed PaymentsAmounts disclosed in Column B(ii) include incentives for certain executives. As part of Indiana University Health Bloomington, Inc.'s ("IU Health Bloomington") executive compensation plan, annual goals are set for each member of the senior leadership group with each members' annual incentive determined upon the degree of successful completion of his or her set goals. Any incentive payouts are made in the form of a lump sum payment and do not affect the executive's base pay. Alternatively, the executive may elect to defer any or all of the incentive compensation through IU Health Bloomington's 457(f) plan, subject to any plan restrictions. Any incentive amounts for the CEO must receive approval from the Compensation Committee. All other incentive amounts must receive approval from the CEO and the Compensation Committee.
Schedule J, Part III - Daniel F. Evans, Jr. - 2009 through 2013 Forms W-2cIndiana University Health, Inc. ("IU Health") issued 2009, 2010, 2011, 2012, and 2013 Forms 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. Furthermore, IU Health will amend its 2010, 2011, and 2012 Forms 990 to reflect the changes in Daniel F. Evans, Jr.'s taxable compensation.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
PREMIER HEALTHCARE LLC
SEE PART V$3,199,165SEE PART Vfalse
BLOOMINGTON ANESTHESIOLOGISTS PC
SEE PART V$724,700SEE PART Vfalse
IUH ASSURANCE LTD
SEE PART V$991,689SEE PART Vfalse
IU HEALTH RISK RETENTION GROUP INC
SEE PART V$997,719SEE PART Vfalse
OLD NATIONAL BANK
SEE PART V$440,132SEE PART Vfalse
IU HEALTH SOUTHERN IN PHYSICIANS
SEE PART V$1,040,634SEE PART Vfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV, Line 1, Columns (b) and (d) - Relation. and Descrip.FormAndLineReferenceDesc
ExplanationJames V. Faris, M.D. served as a member and partial owner of Premier Healthcare, LLC. Premier Healthcare, LLC performed services for Indiana University Health Bloomington, Inc. ("IU Health Bloomington") and was compensated for such services on an arm's length basis. Chad A. Johnson, M.D. and Allen W. Dunn, M.D. served as members of Bloomington Anesthesiologists, P.C. Bloomington Anesthesiologists, P.C. performed services for IU Health Bloomington and was compensated for such services on an arm's length basis. Mark E. Moore served on the board of directors of IUH Assurance, Ltd. and IU Health Risk Retention Group, Inc. IU Health Bloomington purchased insurance from IUH Assurance, Ltd. and IU Health Risk Retention Group, Inc. on an arm's length basis. Christopher J. Kroll served as a Regional President of Old National Bank. Old National Bank performed commercial and other banking services for IU Health Bloomington and was compensated for such services on an arm's length basis. Lynn Coyne served on the board of directors of Indiana University Health Southern Indiana Physicians, Inc. Indiana University Health Southern Indiana Physicians, Inc. performed services for IU Health Bloomington and was compensated for such services on an arm's length basis.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part VI, Section A, Line 2 - Family or Business RelationshipsDaniel F. Evans, Jr. and Daniel J. Peterson served on the board of directors of BioCrossroads. Chad A. Johnson, M.D. and Allen W. Dunn, M.D. served as members of Bloomington Anesthesiologists, P.C.
Part VI, Section A, Lines 6, 7a and 7b - Members or StockholdersLine 6: The sole member of Indiana University Health Bloomington, Inc. ("IU Health Bloomington") is Indiana University Health, Inc. ("IU Health"), a 501(c)(3) tax-exempt organization. Line 7A: The Board of Directors of the IU Health Bloomington shall consist of nineteen (19) directors. IU Health shall appoint and may remove ten (10) members of the Board. At all times (a) at least two (2) IU Health appointed directors shall be members of the hospital's active Medical Staff, (b) at least one (1) IU Health appointed director shall be a member of the IU Health Board of Directors and (c) at least one (1) IU Health appointed director shall be a senior IU Health executive. Line 7B: IU Health Bloomington shall not, without the prior approval of IU Health, do the following: - Authorize the establishment or acquisition of any subsidiaries, affiliates or joint venture arrangements or acquisition of all or substantially all of the assets of any other business entity; - Approve or amend any operating or capital budget; - Authorize any unbudgeted operating or capital budget item or deviations, including any issuance or guarantee of any unbudgeted debt, greater than the budgeted amount by $1 million for any individual item or $3 million per fiscal year in the aggregate; - Authorize any agreement to act as primary obligor, or to serve as a guarantor, surety or co-obligor with respect to the indebtedness of any other person or entity, to borrow amounts from third-party lenders or to loan money to any person or entity; - Approve any strategic plans and amendments thereto, which will be integrated with IU Health's strategic plan; - Subject to a supermajority vote of the Board and any approvals required, amend or repeal its Articles of Incorporation or By-Laws in any manner, including without limitation any change relating to the nonprofit purposes of the hospital; - Subject to a supermajority vote of the Board, authorize any merger, consolidation, reorganization, sale or transfer of all or substantially all of its assets; - Subject to a supermajority vote of the Board, authorize any voluntary declaration of bankruptcy, plan of dissolution, liquidating distribution of assets or other action related to its dissolution or liquidation; - Subject to a supermajority vote of the Board, authorize any pledge of, or grant any security interest or mortgage in, or otherwise encumber, any tangible assets in excess of $1 million for any individual pledge, grant or encumbrance or $3 million per fiscal year in the aggregate, other than in the ordinary course of business or pursuant to an approved budget; or - Subject to a supermajority vote of the Board, approve any management agreement for the management of all or a substantial part of the hospital's or any of its affiliate's operations.
Part VI, Section B, Line 11b - Review of Form 990Indiana University Health Bloomington, Inc. has established the following process for reviewing Form 990: The Form 990 and related schedules are reviewed by the Chief Financial Officer. After the Chief Financial Officer approves the Form 990 and related schedules, a finalized complete Form 990 is made available to each board member on a protected intranet site prior to filing the form with the IRS. Each member is informed of the availability of the tax department to answer any questions.
Part VI, Section B, Lines 12, 13, 14, and 16 - PoliciesIndiana University Health Bloomington, Inc. ("IU Health Bloomington") is part of the Indiana University Health, Inc. ("IU Health") system. As the sole member and controlling parent of IU Health Bloomington, IU Health and its board of directors have mandated that certain policies be followed to ensure greater standardization throughout the system. Thus, IU Health Bloomington's Board of Directors was not required to separately adopt a conflict of interest, whistleblower, document retention and destruction and joint venture policies because IU Health's Board of Directors had already adopted and required these policies to be followed by its subsidiaries.
Part VI, Section B, Line 12c - Conflict of Interest PolicyIndiana University Health Bloomington, Inc. ("IU Health Bloomington") has a Conflict of Interest Policy, the purpose of which is, to protect IU Health Bloomington's interests when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer or director. Each employee, including those employed by related entities, officer and member of the board of 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. The policy requires all forms be submitted for review and approval. Failure to complete and update the questionnaire and failure to disclose interests that should be disclosed, may subject the individual to disciplinary actions, including dismissal. Board members with a conflict of interest cannot participate in any decision related to that conflict.
Part VI, Section B, Line 15 - Process for Determining CompensationIndiana University Health Bloomington, Inc. has the following process for determining the compensation of its CEO/Top Management Official: IU Health Bloomington has a formal written policy governing the compensation for its CEO, CFO, and all other members of its senior leadership group ("SLG"). The policy provides that the compensation and/or benefits for the SLG are to be reviewed on an annual basis, with any changes approved, by the Compensation Committee. The Compensation Committee is comprised of independent members and members of IU Health Bloomington's administrative staff shall not be present while discussions are being held. Any proposed changes in compensation and/or benefits for the SLG that come before the Compensation Committee are required to be reasonable and market competitive based upon market comparability data supplied by an independent compensation consulting firm directly hired by the Compensation Committee. Written minutes of the Compensation Committee's meetings shall be kept, containing a list of the members involved in the decision-making process, documentation of the independence of such members, and what decisions were made. Following approval by the Compensation Committee, any changes are then disclosed to the Board of Directors at its next regularly scheduled meeting.
Part VI, Section C, Line 19 - Public DisclosureIndiana University Health Bloomington, Inc.'s ("IU Health Bloomington") Articles of Incorporation are available to the public through the Indiana Secretary of State's web-site. IU Health Bloomington's conflict of interest policy is described on Form 990, Schedule O. IU Health Bloomington is a consolidated subsidiary in the consolidated financial statements for Indiana University Health, Inc. ("IU Health"). The consolidated financial statements for IU Health are available to the public through its bond filings.
Part IX, Line 11g - Other Fees for ServicesLine 11g includes amounts paid for the following: Shared Services/Professional Fees: $22,731,958
Part XI, Line 9 - Other Changes in Net Assets or Fund BalancesDuring 2013, Indiana University Health Bloomington, Inc. recorded the following other changes in net assets or fund balances: Change in Pension Obligation: $26,713,846 Change in Interest in Net Assets of Foundation: $712,477 Equity Transfers (Additional Paid-in-Capital): -$27,590,843

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (41 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
CLARIAN TRANSPLANT INSTITUTE INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204134350599HEALTHCAREIN501(C)(3)9IUHYes (true)
GOSHEN HEALTH SYSTEM INC
200 HIGH PARK AVEGOSHENIN46527351974765HEALTHCAREIN501(C)(3)11 IIUHYes (true)
GOSHEN HOSPITAL ASSOCIATION INC
200 HIGH PARK AVEGOSHENIN46527356001540HEALTHCAREIN501(C)(3)3GHSYes (true)
HEALTHLINC INC
714 S ROGERS STBLOOMINGTONIN47403263571507HEALTHCAREIN501(C)(3)9IUHBYes (true)
INDIANA RADIOLOGY PARTNERS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204201017034HEALTHCAREIN501(C)(3)3IUHYes (true)
INDIANA UNIVERSITY HEALTH INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351955872HEALTHCAREIN501(C)(3)3NAfalse
IU HEALTH ARNETT FOUNDATION INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204356079797FUNDRAISINGIN501(C)(3)11 IIUHAYes (true)
IU HEALTH ARNETT INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204263162145HEALTHCAREIN501(C)(3)3IUHYes (true)
IU HEALTH BALL MEMORIAL HOSPITAL INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204350867958HEALTHCAREIN501(C)(3)3IUHYes (true)
IU HEALTH BALL MEMORIAL PHYSICIANS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351925641HEALTHCAREIN501(C)(3)9IUHBMHYes (true)
IU HEALTH BEDFORD INC
2900 W 16TH STBEDFORDIN47421237042323HEALTHCAREIN501(C)(3)3IUHYes (true)
IU HEALTH BLACKFORD HOSPITAL INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204010646166HEALTHCAREIN501(C)(3)3IUHBMHYes (true)
IU HEALTH BMH FOUNDATION INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204311111784FUNDRAISINGIN501(C)(3)11 IIUHBMHYes (true)
IU HEALTH CARE ASSOCIATES INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351747218HEALTHCAREIN501(C)(3)9IUHYes (true)
IU HEALTH LAPORTE HOSPITAL INC
PO BOX 250LAPORTEIN46352351125434HEALTHCAREIN501(C)(3)3IUHYes (true)
IU HEALTH LAPORTE PHYSICIANS INC
PO BOX 250LAPORTEIN46352311070868HEALTHCAREIN501(C)(3)3IUHLHYes (true)
IU HEALTH MORGAN HOSPITAL INC
2209 JOHN R WOODEN DRMARTINSVILLEIN46151273533027HEALTHCAREIN501(C)(3)3IUHYes (true)
IU HEALTH NORTH HOSPITAL INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351932442HEALTHCAREIN501(C)(3)3IUHYes (true)
IU HEALTH PAOLI HOSP FOUNDATION INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204310992486FUNDRAISINGIN501(C)(3)11 III-OIUHPYes (true)
IU HEALTH PAOLI INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204352090919HEALTHCAREIN501(C)(3)3IUHBYes (true)
IU HEALTH TIPTON HOSPITAL INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204262772226HEALTHCAREIN501(C)(3)3IUHYes (true)
IU HEALTH WEST HOSPITAL INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351814660HEALTHCAREIN501(C)(3)3IUHYes (true)
IU HEALTH WHITE MEMORIAL HOSPITAL INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204273532963HEALTHCAREIN501(C)(3)3IUHYes (true)
IU MEDICAL GROUP FOUNDATION INC
340 W 10TH ST NO FS5100INDIANAPOLISIN46202201093251FUNDRAISINGIN501(C)(3)11 IINAfalse
METHODIST HEALTH FOUNDATION INC
1800 N CAPITOL AVEINDIANAPOLISIN46202356043086FUNDRAISINGIN501(C)(3)11 IIUHYes (true)
METHODIST HEALTH GROUP INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204350876390HEALTHCAREIN501(C)(3)11 III-FINAfalse
METHODIST MEDICAL GROUP INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351945384HEALTHCAREIN501(C)(3)3IUHYes (true)
METHODIST OCCUP HEALTH CENTERS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351844176HEALTHCAREIN501(C)(3)3IUHYes (true)
METHODIST RESEARCH INSTITUTE INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204352023710HEALTHCAREIN501(C)(3)11 IIUHYes (true)
MH HEALTHCARE INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351766531HEALTHCAREIN501(C)(3)3MMGYes (true)
MORGAN CO MEM HOSP FOUNDATION INC
2209 JOHN R WOODEN DRMARTINSVILLEIN46151352035162FUNDRAISINGIN501(C)(3)11 IIIUHMHYes (true)
MORGAN CO MEM HOSP GUILD INC
2209 JOHN R WOODEN DRMARTINSVILLEIN46151310886844FUNDRAISINGIN501(C)(3)11 III-FIIUHMHYes (true)
MORGAN HEALTH SERVICES INC
1949 HOSPITAL DRMARTINSVILLEIN46151351968564HEALTHCAREIN501(C)(3)3IUHMHYes (true)
IU HEALTH WHITE MEM HOSP FNTN INC
PO BOX 952MONTICELLOIN47960351671806FUNDRAISINGIN501(C)(3)11 III-FIIUHWMHYes (true)
UNIVERSITY FAMILY PHYSICIANS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204237427350HEALTHCAREIN501(C)(3)9IUHCAYes (true)
REHABILITATION HOSPITAL OF INDIANA INC
4141 SHORE DRINDIANAPOLISIN46254351786005HEALTHCAREIN501(C)(3)3MHHYes (true)
RHI FOUNDATION INC
4141 SHORE DRINDIANAPOLISIN46254351932349FUNDRAISINGIN501(C)(3)11 IRHIYes (true)
IU HEALTH GOSHEN FOUNDATION INC
200 HIGH PARK AVEGOSHENIN46527462565300FUNDRAISINGIN501(C)(3)11 IGHSYes (true)
LAPORTE HOSPITAL FOUNDATION INC
PO BOX 250LAPORTEIN46352310952775FUNDRAISINGIN501(C)(3)11 INAfalse
THE CHEER GUILD OF RILEY HOS FOR CHILD
705 RILEY HOSPITAL DRINDIANAPOLISIN46202356018517FUNDRAISINGIN501(C)(3)11 III-FINAfalse
INDIANA HEALTH INFO EXCHANGE INC
846 N SENATE AVEINDIANAPOLISIN46202364550324HEALTHCAREIN501(C)(3)11 INAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (19 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
BALL OUTPATIENT SURGERY CENTER LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244270275794HEALTHCAREINBOSCHN/A$0$0false$0false0.00000
BELTWAY SURGERY CENTERS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244352072586HEALTHCAREINBSCHN/A$0$0false$0false0.00000
BLOOMINGTON ENDOSCOPY CENTERS LLC
PO BOX 1149BLOOMINGTONIN47402352117943HEALTHCAREINIUHBRELATED$388,938$3,247,419false$0false0.51000
BOSC HOLDINGS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244454147343HEALTHCAREINIUHN/A$0$0false$0false0.00000
CARDINAL HEALTH INITIATIVES LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204300102702PURCHASINGINIUHBMHN/A$0$0false$0false0.00000
CHV FUND I LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204262523206VENTURE CAPITALINIUHN/A$0$0false$0false0.00000
CHV FUND MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204262523151VENTURE CAPITALINCHVN/A$0$0false$0false0.00000
CLARIAN HEALTH NETWORK LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204352055030HEALTHCAREINIUHN/A$0$0false$0false0.00000
EAGLE HIGHLANDS SURGERY CENTER LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244352259204HEALTHCAREINEHSCHN/A$0$0false$0false0.00000
EHSC HOLDINGS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244454147879HEALTHCAREINIUHN/A$0$0false$0false0.00000
HEALTH VENTURE MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204205740218MANAGEMENTINIUHN/A$0$0false$0false0.00000
IEC HOLDINGS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244454148032HEALTHCAREINIUHN/A$0$0false$0false0.00000
INDIANA ENDOSCOPY CENTERS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244208398421HEALTHCAREINIECHN/A$0$0false$0false0.00000
BSC HOLDINGS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244452314634HEALTHCAREINIUHN/A$0$0false$0false0.00000
ROC SURGERY LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244271497960HEALTHCAREINROCSHN/A$0$0false$0false0.00000
ROCS HOLDINGS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244454148369HEALTHCAREINIUHN/A$0$0false$0false0.00000
SENATE STREET SURGERY CENTER LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244421709357HEALTHCAREINSSSCHN/A$0$0false$0false0.00000
SSSC HOLDINGS LLC
3000 RIVERCHASE GALLERIA STE 500BIRMINGHAMAL35244454148167HEALTHCAREINIUHN/A$0$0false$0false0.00000
CARDINAL HEALTH ALLIANCE LLC
2401 W UNIVERSITY AVEMUNCIEIN47303351966281MANAGED CAREINIUHBMHN/A$0$0false$0false0.00000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
BMH MEDICAL PAVILION ASSOCIATION INC
2525 W UNIVERSITY AVEMUNCIEIN47303351858408CONDO MANAGEMENTINIUHBMHC$0$00.00000Yes (true)
CARDINAL HEALTH VENTURES INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351611424MANAGEMENTINIUHBMHC$0$00.00000Yes (true)
CHV CAPITAL INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204260752507VENTURE CAPITALINIUHC$0$00.00000Yes (true)
IU HEALTH ACO INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204454421020HEALTHCAREINIUHC$0$00.00000Yes (true)
IU HEALTH BOARD DESIGNATED TRUST
400 HOWARD STSAN FRANCISCOCA94105306309021INVESTMENTSINIUHT$0$00.00000Yes (true)
IU HEALTH NTGI S&P500 FUND CF
PO BOX 804358CHICAGOIL60680306298263INVESTMENTSINIUHT$0$00.00000Yes (true)
IU HEALTH PLANS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204262127080HMOINIUHC$0$00.00000Yes (true)
IU HEALTH RISK PURCHASING GROUP INC
151 MEETING ST STE 301CHARLESTONSC29401260202446INSURANCEINIUHC$0$00.00000Yes (true)
IU HEALTH RISK RETENTION GROUP INC
151 MEETING ST STE 301CHARLESTONSC29401201107674INSURANCESCIUHC$0$00.00000Yes (true)
IU HEALTH SOUTHERN IN PHYSICIANS INC
PO BOX 1149BLOOMINGTONIN47402351913875HEALTHCAREINIUHBC$66,755,848$16,402,4621.00000Yes (true)
IUH ASSURANCE LTD
980395429INSURANCEIUHC$0$00.00000Yes (true)PO BOX 69 SOLARIS AVEGRAND CAYMANCJCJ
OCC-HEALTH REVENUE SYSTEMS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204203308057WORK COMP PPOINMOHCC$0$00.00000Yes (true)
PARKMOR DRUG INC
1501 S MAIN STGOSHENIN46526131394980PHARMACY SALESINGHSC$0$00.00000Yes (true)
PILR INC
200 HIGH PARK AVEGOSHENIN46526204294750DEVELOPMENTINGHSC$0$00.00000Yes (true)
RADIATION ONCOLOGY RESOURCES INC
200 HIGH PARK AVEGOSHENIN46526262008424HEALTHCAREINGHSC$0$00.00000Yes (true)
SCANS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204453080392HEALTHCAREINCHVF1C$0$00.00000Yes (true)
UNIVERSITY HEALTH MANAGEMENT INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204272891143MANAGEMENTINCHVC$0$00.00000Yes (true)
UNIVERSITY HEALTH MGMT (CHINA) INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204273891311MANAGEMENTINCHVC$0$00.00000Yes (true)
PROTEUO FUND LP
981075227INVESTMENTSIUHC$0$00.00000Yes (true)PO BOX 31106 89 NEXUS WAYGRAND CAYMANCJCJ
IU HEALTH PLANS HOLDING COMPANY INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204463794815INSURANCEINIUHC$0$00.00000Yes (true)
IU HEALTH PLANS NFP INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204463803873INSURANCEINIUHPHCC$0$00.00000Yes (true)
UNIV HLTH (SHANGHAI) MGT CON CO LTD
MANAGEMENTUHMCC$0$00.00000Yes (true)88 CENTURY AVESHANGHAICHCH
GUGGENHEIM HIGH-YIELD PLUS FUND SPC
INVESTMENTSIUHC$0$00.00000Yes (true)PO BOX 309 UGLAND HOUSEGRAND CAYMANCJCJ
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
IU SOUTHERN INDIANA PHYSICIANS INC
B$27,590,843FMV
IU HEALTH CARE ASSOCIATES INC
M$878,213FMV
IU HEALTH SOUTHERN INDIANA PHYSICIANS INC
M$1,040,634FMV
HEALTHLINC INC
M$326,666FMV
IUH ASSURANCE LTD
R$991,689FMV
IU HEALTH RISK RETENTION GROUP INC
R$997,719FMV
BLOOMINGTON ENDOSCOPY CENTERS LLC
S$388,938FMV