INDIANA UNIVERSITY HEALTH INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA UNIVERSITY HEALTH INC (EIN 35-1955872)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-09
- IRS object ID
- 201243149349300934
- Schema version
- 2011v1.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-09T10:42:28-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351955872 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BROC BUDDE | InCareOfName |
| Name Control | INDI | NameControl |
| Phone | 3179624575 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 800 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RYAN C KITCHELL | Name |
| Title | EVP AND CFO | Title |
| Date Signed | 2012-11-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNIFER D RHODERICK | Name |
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DANIEL F EVANS JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN ST STE 800 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3105284108 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IUHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | Improve the health of our patients and community through innovation and excellence in care, education, research and service. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17989 | TotalNbrEmployees |
| Total Nbr Volunteers | 7093 | TotalNbrVolunteers |
| Total Gross UBI | 26999818 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 2488308 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10303503 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 28801633 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2314094838 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2576590196 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 99233443 | InvestmentIncomePriorYear |
| Investment Income Current Year | 261326337 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 41156988 | OtherRevenuePriorYear |
| Other Revenue Current Year | 44550786 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2464788772 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2911268952 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 22673782 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 17721763 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 920720778 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1034086386 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1291802047 | OtherExpensePriorYear |
| Other Expenses Current Year | 1444373360 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2235196607 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2496181509 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 229592165 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 415087443 | RevenuesLessExpensesCY |
| Total Assets BOY | 4042172031 | TotalAssetsBOY |
| Total Assets EOY | 4366601484 | TotalAssetsEOY |
| Total Liabilities BOY | 2303021743 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2500261117 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1739150288 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1866340367 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Improve the health of our patients and community through innovation and excellence in care, education, research, and service. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2019396100 | Expense |
| Grants | 17721763 | Grants |
| Revenue | 2610642907 | Revenue |
| Description | Indiana University Health, Inc. ("IU Health") is Indiana's most comprehensive healthcare system. A unique partnership with Indiana University School of Medicine, one the nation's leading medical schools, gives patients access to innovative treatments and therapies, all without regard to their ability to pay. IU Health is comprised of hospitals, physicians and allied services dedicated to providing preeminent care through Indiana and beyond. See Schedule O for additional information on IU Health's 2011 program service accomplishments. | Description |
| Total Program Service Expense | 2019396100 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 1053 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 17989 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | KS | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | ID | NameOfForeignCountry |
| Name Of Foreign Country | EZ | NameOfForeignCountry |
| Name Of Foreign Country | DA | NameOfForeignCountry |
| Name Of Foreign Country | GR | NameOfForeignCountry |
| Name Of Foreign Country | HU | NameOfForeignCountry |
| Name Of Foreign Country | IS | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BROC BUDDE | NamePerson |
| Telephone Number | 3179624575 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 800 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| V WILLIAM HUNT | |||||||||
| CHAIRMAN | 6.0 | X | 0 | 0 | 0 | ||||
| D CRAIG BRATER MD | |||||||||
| VICE CHAIRMAN | 6.0 | X | 23326 | 0 | 0 | ||||
| THOMAS W CHAPMAN PHD | |||||||||
| VICE CHAIRMAN | 6.0 | X | 19000 | 0 | 0 | ||||
| DANIEL F EVANS JR | |||||||||
| DIRECTOR/PRESIDENT & CEO | 55.0 | X | 1449996 | 0 | 839848 | X | |||
| JAMES E LINGEMAN MD | |||||||||
| DIRECTOR | 6.0 | X | 20000 | 733603 | 38457 | ||||
| THE HONORABLE SARAH EVANS BARKER | |||||||||
| DIRECTOR | 6.0 | X | 0 | 0 | 0 | ||||
| BISHOP MICHAEL J COYNER | |||||||||
| DIRECTOR | 6.0 | X | 0 | 0 | 0 | ||||
| CHARLES E GOLDEN | |||||||||
| DIRECTOR | 6.0 | X | 41750 | 0 | 0 | ||||
| DAVID W GOODRICH | |||||||||
| DIRECTOR | 6.0 | X | 43750 | 0 | 0 | ||||
| MICHAEL A MCROBBIE PHD | |||||||||
| DIRECTOR | 6.0 | X | 13250 | 0 | 0 | ||||
| ANGELA BARRON MCBRIDE PHD | |||||||||
| DIRECTOR | 6.0 | X | 22250 | 0 | 0 | ||||
| WILLIAM R CAST MD | |||||||||
| DIRECTOR | 6.0 | X | 20750 | 0 | 0 | ||||
| J SCOTT DAVISON | |||||||||
| DIRECTOR | 6.0 | X | 22750 | 0 | 0 | ||||
| ANNE NOBLES | |||||||||
| DIRECTOR | 6.0 | X | 6500 | 0 | 0 | ||||
| MARVIN G PEMBER | |||||||||
| EXECUTIVE VP & CFO (1/1-7/29) | 55.0 | 1010382 | 0 | 2436855 | X | ||||
| ISADORE RIVAS | |||||||||
| VP & INTERIM CFO (7/29-12/31) | 55.0 | 343114 | 0 | 37965 | X | ||||
| RYAN C KITCHELL | |||||||||
| VP & TREASURER (8/25-12/31) | 55.0 | 336791 | 0 | 47203 | X | ||||
| NORMAN G TABLER JR | |||||||||
| SVP GEN. COUNSEL & CCO/SECRET. | 55.0 | 616835 | 0 | 36471 | X | ||||
| RICHARD F GRAFFIS MD | |||||||||
| EVP & CMO | 55.0 | 842964 | 0 | 38489 | X | ||||
| SAMUEL L ODLE | |||||||||
| EVP & COO | 55.0 | 938189 | 0 | 1105593 | X | ||||
| LINDA Q EVERETT | |||||||||
| EVP & CNE | 55.0 | 492382 | 0 | 115631 | X | ||||
| DANIEL L FINK | |||||||||
| PRES. & CEO (RILEY) (1/1-5/20) | 55.0 | 966697 | 0 | 499836 | X | ||||
| JOHN C KOHNE MD | |||||||||
| COO (IUH METHODIST) | 55.0 | 514084 | 0 | 116659 | X | ||||
| DEBRA L UHL | |||||||||
| COO (IUH UNIVERSITY) | 55.0 | 297987 | 0 | 37708 | X | ||||
| JIM JORGENSON | |||||||||
| VP & CPO | 55.0 | 264475 | 0 | 36517 | X | ||||
| MARILYN COX | |||||||||
| INTERIM CEO (RILEY) | 55.0 | 328524 | 0 | 391099 | X | ||||
| LINDA CHASE | |||||||||
| VP-NURSING/PCS&CNO(METHODIST) | 55.0 | 229028 | 0 | 35524 | X | ||||
| TALAL S HAMDAN MD | |||||||||
| PHYSICIAN | 55.0 | 776538 | 0 | 22739 | X | ||||
| SAMI M AASAR MD | |||||||||
| PHYSICIAN | 55.0 | 770140 | 0 | 28515 | X | ||||
| LAWRENCE S KLEIN MD | |||||||||
| PHYSICIAN | 55.0 | 778847 | 0 | 17072 | X | ||||
| BLAIR S MACPHAIL MD | |||||||||
| PHYSICIAN | 55.0 | 766059 | 0 | 27846 | X | ||||
| EDWARD A HARLAMERT MD | |||||||||
| PHYSICIAN | 55.0 | 769999 | 0 | 22448 | X | ||||
| RICHARD S HELSPER | |||||||||
| COO (IUH SAXONY) | 55.0 | 247966 | 0 | 21656 | X | ||||
| DIANE J THOMPSON | |||||||||
| VP-NURSING (IUH UNIVERSITY) | 55.0 | 254978 | 0 | 208260 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 13229301 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 733603 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 6162391 | TotalOtherCompensation |
| Number Individuals GT100 K | 604 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| IU HEALTH CARE ASSOCIATES INC | |||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | MEDICAL | 51151186 |
| TURNER-HARMON A JOINT VENTURE | |||||
| 9190 PRIORITY WAY WEST SUITE 210 | INDIANAPOLIS | IN | 46240 | CONSTRUCTION | 32692865 |
| PEPPER CONSTRUCTION | |||||
| 1850 WEST 15TH STREET | INDIANAPOLIS | IN | 46202 | CONSTRUCTION | 21467917 |
| CERNER CORPORATION | |||||
| 2800 ROCKCREEK PARKWAY | KANSAS CITY | MO | 64117 | CONSULTING | 15975792 |
| WURSTER CONSTRUCTION COMPANY | |||||
| 8463 CASTLEWOOD DRIVE | INDIANAPOLIS | IN | 46250 | CONSTRUCTION | 9077963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 440 | NumberOfContractorsGT100K |
| Related Organizations | 448754 | RelatedOrganizations |
| Government Grants | 13620150 | GovernmentGrants |
| All Other Contributions | 14732729 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 28801633 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 621111 | 1959166022 | 1959166022 | 0 | $0 |
| REFERENCE LABORATORY | 621500 | 273305149 | 269971593 | 3333556 | $0 |
| MEMBER PREMIUM REVENUE | 900099 | 125962059 | 125962059 | 0 | $0 |
| SHARED SERVICES | 541900 | 117387310 | 106590598 | 10796712 | $0 |
| PHARMACY | 446110 | 59867635 | 51552280 | 8315355 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40902021 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40730335 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 171686 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2576590196 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52082680 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34052711 | RelatedOrExemptFunctionIncome |
| Exclusion | $18,029,969 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9 | TotalRevenueColumn |
| Exclusion | $9 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12367914 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12357720 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 10194 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10194 | TotalRevenueColumn |
| Unrelated Business Revenue | 62950 | UnrelatedBusinessRevenue |
| Exclusion | -$52,756 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 390901084 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 181657436 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 209243648 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 209243648 | TotalRevenueColumn |
| Exclusion | $209,243,648 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| CAFETERIA/FOOD SERVICE | 721110 | 7999986 | 0 | 0 | $7,999,986 |
| PARKING | 812930 | 1548878 | 0 | 0 | $1,548,878 |
| TELEPHONE | 517000 | 1370020 | 0 | 0 | $1,370,020 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33621708 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4319559 | UnrelatedBusinessRevenue |
| Exclusion | $29,302,149 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 44540592 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2911268952 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2588025598 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 26999818 | UnrelatedBusinessRevenue |
| Exclusion | $267,441,903 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17721763 | Total |
| Program Services | 17721763 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14559951 | Total |
| Program Services | 11532314 | ProgramServices |
| Management And General | 3027637 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 732860 | Total |
| Program Services | 580467 | ProgramServices |
| Management And General | 152393 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 823849280 | Total |
| Program Services | 652535726 | ProgramServices |
| Management And General | 171313554 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49654863 | Total |
| Program Services | 43584822 | ProgramServices |
| Management And General | 6070041 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95074834 | Total |
| Program Services | 75304704 | ProgramServices |
| Management And General | 19770130 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50214598 | Total |
| Program Services | 45391402 | ProgramServices |
| Management And General | 4823196 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2803712 | Total |
| Management And General | 2803712 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5533590 | Total |
| Management And General | 5533590 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2938594 | Total |
| Management And General | 2938594 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 636719 | Total |
| Management And General | 636719 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1700700 | Total |
| Management And General | 1700700 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241122934 | Total |
| Program Services | 153561039 | ProgramServices |
| Management And General | 87561895 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24904663 | Total |
| Program Services | 7832254 | ProgramServices |
| Management And General | 17072409 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44514781 | Total |
| Program Services | 12119746 | ProgramServices |
| Management And General | 32395035 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45218392 | Total |
| Program Services | 35815551 | ProgramServices |
| Management And General | 9402841 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67871659 | Total |
| Program Services | 26389112 | ProgramServices |
| Management And General | 41482547 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2765465 | Total |
| Program Services | 1611689 | ProgramServices |
| Management And General | 1153776 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220351 | Total |
| Program Services | 88654 | ProgramServices |
| Management And General | 131697 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39856955 | Total |
| Program Services | 31568987 | ProgramServices |
| Management And General | 8287968 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148827267 | Total |
| Program Services | 105706680 | ProgramServices |
| Management And General | 43120587 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19289313 | Total |
| Program Services | 15278239 | ProgramServices |
| Management And General | 4011074 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DRUGS AND MEDICAL SUPPLIES | 433311976 | 433311976 | |
| HEALTH CLAIMS TO PROVIDERS | 131460137 | 131460137 | |
| BAD DEBT | 87516332 | 87516332 | |
| UBI TAX | 1148040 | 1148040 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142731780 | Total |
| Program Services | 130484506 | ProgramServices |
| Management And General | 12247274 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2496181509 | Total |
| Program Services | 2019396100 | ProgramServices |
| Management And General | 476785409 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16362 | BOY |
| EOY | 187465 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419885647 | BOY |
| EOY | 260656360 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267310561 | BOY |
| EOY | 345494225 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 761304821 | BOY |
| EOY | 419455511 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41652571 | BOY |
| EOY | 50223697 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67924931 | BOY |
| EOY | 17713963 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3755517830 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1890073706 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1490067651 | BOY |
| EOY | 1865444124 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 900782656 | BOY |
| EOY | 1192554281 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76333741 | BOY |
| EOY | 192050855 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3898864 | BOY |
| EOY | 11983073 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12994226 | BOY |
| EOY | 10837930 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4042172031 | BOY |
| EOY | 4366601484 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295564132 | BOY |
| EOY | 323624865 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142473611 | BOY |
| EOY | 44763657 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1089553181 | BOY |
| EOY | 1408584900 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384935514 | BOY |
| EOY | 300061203 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 390495305 | BOY |
| EOY | 423226492 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2303021743 | BOY |
| EOY | 2500261117 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1733963848 | BOY |
| EOY | 1861443786 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288359 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4898081 | BOY |
| EOY | 4896581 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1739150288 | BOY |
| EOY | 1866340367 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4042172031 | BOY |
| EOY | 4366601484 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 415087443 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -287897364 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $60,000 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $478,707 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $98,012 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 636719 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule C, Part II-B | Lines 1b and g - Paid staff and direct contact with legislators | During 2011, Indiana University Health, Inc. ("IU Health") spent $478,707 in federal and state lobbying expenditures. During 2011, IU Health lobbied Congress on the following issues: - Healthcare reform legislation (in general) - Patient Protection and Affordable Care Act - Changes to Medicare/Medicaid reimbursement - Graduate medical education - Medicare Shared Savings Program - Value Based Purchasing - Changes to OPPS/IPPS reimbursement During 2011, IU Health lobbied at the state level on the following issues: - Statewide smoking ban - Medicaid reimbursement policies - Budget appropriations - Workers compensation - Provider licensure matters - Physician order for scope of treatment - Workforce and smoking policies |
| Schedule C, Part II-B | Lines 1f - Grants to other organizations for lobbying purposes | Indiana University Health, Inc. ("IU Health") made contributions to Safety Net Hospitals for Pharmaceutical Access ("SNHFPA") and Coalition to Protect America's Health Care ("CTPAHC") during 2011 in the amount of $10,000 and $50,000. Each organization notified IU Health that 100% of these contributions would be used for lobbying expenditures. The total contributions paid to these organizations by IU Health during 2011 that were attributable to lobbying expenditures were $60,000. |
| Schedule C, Part II-B | Lines 1j - Other Activities | Indiana University Health, Inc. ("IU Health") paid institutional membership dues to the American Hospital Association ("AHA"), Indiana Hospital Association ("IHA"), U.S. Chamber of Commerce ("USCOC"), Safety Net Hospitals for Pharmaceutical Access ("SNHFPA"), and National Association of Children's Hospitals & Related Institutions ("NACHRI") during 2011 in the amount of $127,494, $178,880, $100,000, $16,740, $10,000, and $68,866, respectively. Each membership organization notified IU Health that a portion of the dues it paid were used for lobbying purposes. The AHA used 24.42%, or $31,134 of 2011 membership dues paid by IU Health, for lobbying expenditures. The IHA used 5.29%, or $9,463 of the 2011 membership dues paid by IU Health, for lobbying expenditures. The USCOC used 50%, or $50,000 of the 2011 membership dues paid by IU Health, for lobbying expenditures. The SNHFPA used 22%, or $3,683 of the 2011 membership dues paid by IU Health, for lobbying expenditures. The NACHRI used 5.42%, or $3,732 of the 2011 membership dues paid by IU Health, for lobbying expenditures. The total membership dues paid to these organizations by IU Health during 2011 that were attributable to lobbying expenditures was $98,012. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5186440 | BeginningOfYearBalance |
| Grants Or Scholarships | 289859 | GrantsOrScholarships |
| End Of Year Balance | 4896581 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5220052 | BeginningOfYearBalance |
| Grants Or Scholarships | 33612 | GrantsOrScholarships |
| End Of Year Balance | 5186440 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 82476620 | BeginningOfYearBalance |
| Grants Or Scholarships | 800000 | GrantsOrScholarships |
| Other Expenditures | 76244118 | OtherExpenditures |
| Administrative Expenses | 212450 | AdministrativeExpenses |
| End Of Year Balance | 5220052 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 72300805 | BeginningOfYearBalance |
| Contributions | 10329033 | Contributions |
| Investment Earnings Or Losses | 90972 | InvestmentEarningsOrLosses |
| Administrative Expenses | 244190 | AdministrativeExpenses |
| End Of Year Balance | 82476620 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 140341771 | OtherCostOrOtherBasis |
| Book Value | 140341771 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1775641029 | OtherCostOrOtherBasis |
| Depreciation | 723769422 | Depreciation |
| Book Value | 1051871607 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13458816 | OtherCostOrOtherBasis |
| Depreciation | 9627833 | Depreciation |
| Book Value | 3830983 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1443745519 | OtherCostOrOtherBasis |
| Depreciation | 1126780372 | Depreciation |
| Book Value | 316965147 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 382330695 | OtherCostOrOtherBasis |
| Depreciation | 29896079 | Depreciation |
| Book Value | 352434616 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1865444124 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAP LIABILITIES | $195,625,691 |
| INTERCOMPANY PAYABLES (NET) | $120,039,320 |
| DUE TO THIRD-PARTY PAYORS | $60,943,863 |
| PENSION AND OTHER RETIREMENT LIAB. | $37,281,377 |
| ENVIRONMENTAL OBLIGATIONS | $4,420,811 |
| SELF-INSURANCE LIABLITIES | $4,334,624 |
| ACCRUED INTEREST ON BONDS | $228,064 |
| ALL OTHER LIABILITIES | $352,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 423226492 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule D, Part V - Endowment Funds | Line 4 - Intended Uses of Organization's Endowment Funds | Temporarily and permanently restricted net assets are generally restricted for indigent and other patient care services, medical education and research programs, and medical supplies and equipment. |
| Schedule D, Part X - Other Liabilities | Line 2 - FIN 48 (ASC 740) Footnote | Indiana University Health, Inc. ("IU Health") adopted FIN 48 in 2007. No disclosures were required in 2011 under GAAP as IU Health does not have any material tax contingencies that required disclosures in the footnotes. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Central America and the Caribbean | Program Services | SELF-INSURANCE | 5866170 |
| Central America and the Caribbean | Unrelated Trade or Business | 4319559 | |
| Central America and the Caribbean | Conduct board meetings | 81363 | |
| Europe (Including Iceland and Greenland) | Investments | 6507223 | |
| Central America and the Caribbean | Investments | 430163153 | |
| North America | Investments | 1600981 | |
| East Asia and the Pacific | Investments | 530785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 449069234 | SubtotalAmountSpent |
| Total Amount Spent | 449069234 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule F, Part I - Activities Outside the United States | Identifier |
| Return Reference | Line 3 - Activities per Region | ReturnReference |
| Explanation | The amounts reported on Schedule F, Part I, Line 3 represent expenditures made for insurance premiums paid directly to an off-shore captive and travel and meeting expenses paid to attend an off-shore captive meeting. Additionally, the book values of foreign investments are reported on a region-by-region aggregation basis. Indiana University Health, Inc. does not have any offices or employees in foreign countries. | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 650. | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 33860 | PersonsServed |
| Total Community Benefit Expense | 95677685 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 95677685 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03470 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 374487 | PersonsServed |
| Total Community Benefit Expense | 629830691 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 460830969 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 168999722 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06130 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 408347 | PersonsServed |
| Total Community Benefit Expense | 725508376 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 460830969 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 264677407 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.09600 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 53 | NumberOfActivitiesOrPrograms |
| Persons Served | 172727 | PersonsServed |
| Total Community Benefit Expense | 13382567 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 143099 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 13239468 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00480 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 8 | NumberOfActivitiesOrPrograms |
| Persons Served | 8178 | PersonsServed |
| Total Community Benefit Expense | 67934155 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 14103919 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 53830236 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01950 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 6 | NumberOfActivitiesOrPrograms |
| Persons Served | 5 | PersonsServed |
| Total Community Benefit Expense | 5577963 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 604 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5577359 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00200 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2 | NumberOfActivitiesOrPrograms |
| Persons Served | 1748 | PersonsServed |
| Total Community Benefit Expense | 17367206 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 17367206 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00630 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 16 | NumberOfActivitiesOrPrograms |
| Persons Served | 100623 | PersonsServed |
| Total Community Benefit Expense | 3547996 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 50157 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3497839 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00130 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 85 | NumberOfActivitiesOrPrograms |
| Persons Served | 283281 | PersonsServed |
| Total Community Benefit Expense | 107809887 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 14297779 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 93512108 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03390 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 85 | NumberOfActivitiesOrPrograms |
| Persons Served | 691628 | PersonsServed |
| Total Community Benefit Expense | 833318263 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 475128748 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 358189515 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.12990 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2 | NumberOfActivitiesOrPrograms |
| Persons Served | 4 | PersonsServed |
| Total Community Building Expense | 58500 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 58500 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 3 | NumberOfActivitiesOrPrograms |
| Persons Served | 34000 | PersonsServed |
| Total Community Building Expense | 83413 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 83413 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 4 | NumberOfActivitiesOrPrograms |
| Persons Served | 1156 | PersonsServed |
| Total Community Building Expense | 122400 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 100 | DirectOffsettingRevenue |
| Net Community Building Expense | 122300 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 1310 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 1310 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Leadership Development LeadershipDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 8253 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 8253 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 4 | NumberOfActivitiesOrPrograms |
| Persons Served | 23162 | PersonsServed |
| Total Community Building Expense | 495268 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 13813 | DirectOffsettingRevenue |
| Net Community Building Expense | 481455 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 81225 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 81225 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Other Other
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 17 | NumberOfActivitiesOrPrograms |
| Persons Served | 58322 | PersonsServed |
| Total Community Building Expense | 850369 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 13913 | DirectOffsettingRevenue |
| Net Community Building Expense | 836456 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReported |
| Bad Debt Expense | $35,524,226 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 421768465 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 473139556 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -51371091 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV (8 entries)
| Description Ent Primary ActivityDescriptionEntPrimaryActivity | Organization Profit Or OwnershipOrganizationProfitOrOwnership | Officers Etc Profit Or OwnershipOfficersEtcProfitOrOwnership | Physicans Profit Or OwnershipPhysicansProfitOrOwnership |
|---|---|---|---|
| CHW LLC | |||
| ACUTE CARE HOSPITAL | 0.76884 | 0.00000 | 0.23116 |
| CHN LLC | |||
| ACUTE CARE HOSPITAL | 0.63810 | 0.00000 | 0.36190 |
| BSC LLC | |||
| AMBULATORY SURGERY CENTER | 0.25714 | 0.00000 | 0.49580 |
| EHSC LLC | |||
| AMBULATORY SURGERY CENTER | 0.25752 | 0.00000 | 0.49505 |
| SSSC LLC | |||
| AMBULATORY SURGERY CENTER | 0.29580 | 0.00000 | 0.42000 |
| IEC LLC | |||
| AMBULATORY SURGERY CENTER | 0.26010 | 0.00000 | 0.49000 |
| ROCS LLC | |||
| AMBULATORY SURGERY CENTER | 0.30077 | 0.00000 | 0.41026 |
| BOSC LLC | |||
| AMBULATORY SURGERY CENTER | 0.27817 | 0.00000 | 0.45456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 6 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (6 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Childrens HospitalChildrensHospital | Teaching HospitalTeachingHospital | Research FacilityResearchFacility | Er24 HoursEr24Hours | OtherOther |
|---|---|---|---|---|---|---|---|---|---|---|---|
| IU HEALTH METHODIST HOSPITAL | |||||||||||
| 1 | 1701 N SENATE BLVD | INDIANAPOLIS | IN | 46202 | X | X | X | X | X | X | |
| RILEY HOSP FOR CHILDREN AT IU HEALTH | |||||||||||
| 2 | 705 RILEY HOSPITAL DRIVE | INDIANAPOLIS | IN | 46202 | X | X | X | X | X | X | |
| IU HEALTH UNIVERSITY HOSPITAL | |||||||||||
| 3 | 550 NORTH UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | X | X | X | X | X | ||
| IU HEALTH SAXONY HOSPITAL | |||||||||||
| 4 | 13000 E 136TH ST | FISHERS | IN | 46037 | X | X | CARDIOVASCULAR, ORTHOPEDIC, AND SPINE SPECIALITIES | ||||
| IU HEALTH WEST HOSPITAL | |||||||||||
| 5 | 1111 N RONALD REAGAN PKWY | AVON | IN | 46123 | X | X | |||||
| IU HEALTH NORTH HOSPITAL | |||||||||||
| 6 | 11700 N MERIDIAN ST | CARMEL | IN | 46032 | X | X | X | X | |||
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (6 entries)
| Hospital Facility NumberHospitalFacilityNumber | Eligibility Criteria ExplainedEligibilityCriteriaExplained | Uses FPG FreeUsesFPGFree | FPG Free PercentFPGFreePercent | Uses FPG DiscountedUsesFPGDiscounted | FPG Discount PercentFPGDiscountPercent | Explains BasisExplainsBasis | Income LevelIncomeLevel | Asset LevelAssetLevel | Medical IndigencyMedicalIndigency | Insurance StatusInsuranceStatus | Uninsured DiscountUninsuredDiscount | Explains Application MethodExplainsApplicationMethod | Includes Publicity MeasuresIncludesPublicityMeasures | Posted On WebsitePostedOnWebsite | Posted In Emergency RoomPostedInEmergencyRoom | Posted In Admission OfficePostedInAdmissionOffice | Available On RequestAvailableOnRequest | Other PublicityOtherPublicity | Actions On NonpaymentActionsOnNonpayment | Collection ActivitiesCollectionActivities | Nondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicy | Average Negotiated RatesAverageNegotiatedRates | Amounts Generally BilledAmountsGenerallyBilled | Gross ChargesGrossCharges | Medicaid MedicareMedicaidMedicare | State RegulationStateRegulation | Other FactorsOtherFactors |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IU HEALTH METHODIST HOSPITAL | |||||||||||||||||||||||||||
| 1 | true | true | 200. | true | 650. | true | X | X | X | X | X | true | true | X | X | X | X | X | true | false | true | X | false | false | |||
| RILEY HOSP FOR CHILDREN AT IU HEALTH | |||||||||||||||||||||||||||
| 2 | true | true | 200. | true | 650. | true | X | X | X | X | X | true | true | X | X | X | true | false | true | X | false | false | |||||
| IU HEALTH UNIVERSITY HOSPITAL | |||||||||||||||||||||||||||
| 3 | true | true | 200. | true | 650. | true | X | X | X | X | X | true | true | X | X | X | true | false | true | X | false | false | X | X | X | ||
| IU HEALTH SAXONY HOSPITAL | |||||||||||||||||||||||||||
| 4 | true | true | 200. | true | 650. | true | X | X | X | X | X | true | true | X | X | X | true | false | true | X | false | false | X | ||||
| IU HEALTH WEST HOSPITAL | |||||||||||||||||||||||||||
| 5 | true | true | 200. | true | 650. | true | X | X | X | X | X | true | true | X | X | X | X | X | true | false | true | false | false | ||||
| IU HEALTH NORTH HOSPITAL | |||||||||||||||||||||||||||
| 6 | true | true | 200. | true | 650. | true | X | X | X | X | X | true | true | X | X | X | X | X | true | false | true | false | false | ||||
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 63 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (63 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| BALL OUTPATIENT SURGERY CENTER | ||||
| 2525 W UNIVERSITY STE 200 | MUNCIE | IN | 47303 | AMBULATORY SURGERY |
| BELTWAY ENDOSCOPY CENTER - SPRINGMILL | ||||
| 200 W 103RD ST STE 2400 | INDIANAPOLIS | IN | 46290 | AMBULATORY SURGERY |
| BELTWAY SURGERY CENTERS | ||||
| 151 N PENNSYLVANIA PKWY | INDIANAPOLIS | IN | 46280 | AMBULATORY SURGERY |
| BELTWAY SURGERY CENTERS - SPRINGMILL | ||||
| 200 W 103RD ST | INDIANAPOLIS | IN | 46280 | AMBULATORY SURGERY |
| EAGLE HIGHLANDS SURGERY CENTER | ||||
| 6850 PARKDALE PLACE | INDIANAPOLIS | IN | 46254 | AMBULATORY SURGERY |
| INDIANA ENDOSCOPY CENTERS | ||||
| 10967 ALLISONVILLE RD STE 100 | FISHERS | IN | 46038 | AMBULATORY SURGERY |
| INDIANA ENDOSCOPY CENTERS | ||||
| 1115 RONALD REAGAN PKWY STE 347 | AVON | IN | 46123 | AMBULATORY SURGERY |
| INDIANA ENDOSCOPY CENTERS | ||||
| 1801 N SENATE BLVD STE 401 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| RILEY OUTPATIENT SURGERY CENTER | ||||
| 702 BARNHILL DR STE 0201 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| SENATE STREET SURGERY CENTER | ||||
| 1801 N SENATE BLVD | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY |
| IU HEALTH BARIATRIC & MED WEIGHT LOSS | ||||
| 6640 INTECH BLVD STE 300 | INDIANAPOLIS | IN | 46278 | BARIATRIC AND MEDICAL WEIGHT LOSS |
| IU MEL & BREN SIMON CANCER CENTER | ||||
| 1030 W MICHIGAN ST | INDIANAPOLIS | IN | 46202 | CANCER CARE |
| HEART PARTNERS OF INDIANA | ||||
| 10967 ALLISONVILLE RD STE 240 | FISHERS | IN | 46038 | CARDIOVASCULAR |
| HEART PARTNERS OF INDIANA | ||||
| 11725 ILLINOIS ST STE LL050 | CARMEL | IN | 46032 | CARDIOVASCULAR |
| HEART PARTNERS OF INDIANA | ||||
| 1210B MEDICAL ARTS BLVD STE 144 | ANDERSON | IN | 46011 | CARDIOVASCULAR |
| HEART PARTNERS OF INDIANA | ||||
| 13100 E 136TH ST STE 300 | FISHERS | IN | 46037 | CARDIOVASCULAR |
| HEART PARTNERS OF INDIANA | ||||
| 1801 N SENATE BLVD STE 240 | INDIANAPOLIS | IN | 46202 | CARDIOVASCULAR |
| HEART PARTNERS OF INDIANA | ||||
| 7231 SHADELAND STATION STE 100 | INDIANAPOLIS | IN | 46250 | CARDIOVASCULAR |
| HEART PARTNERS OF INDIANA | ||||
| 8075 N SHADELAND AVE STE 350 | INDIANAPOLIS | IN | 46250 | CARDIOVASCULAR |
| IU HEALTH CARDIOVASCULAR SURGEONS | ||||
| 1701 N SENATE BLVD STE 755 | INDIANAPOLIS | IN | 46202 | CARDIOVASCULAR |
| IU HEALTH CARDIOVASCULAR SURGEONS | ||||
| 707 W 2ND ST | BLOOMINGTON | IN | 47401 | CARDIOVASCULAR |
| IU HEALTH CARDIOVASCULAR SURGEONS | ||||
| 637 S WALKER ST STE 2 | BLOOMINGTON | IN | 47403 | CARDIOVASCULAR |
| METHODIST CARDIOLOGY PHYSICIANS | ||||
| 11725 N ILLINOIS ST STE 265 | CARMEL | IN | 46032 | CARDIOVASCULAR |
| METHODIST CARDIOLOGY PHYSICIANS | ||||
| 1801 N SENATE BLVD STE 310 | INDIANAPOLIS | IN | 46202 | CARDIOVASCULAR |
| METHODIST CARDIOLOGY PHYSICIANS | ||||
| 18077 RIVER RD STE 104 | NOBLESVILLE | IN | 46060 | CARDIOVASCULAR |
| METHODIST CARDIOLOGY PHYSICIANS | ||||
| 6920 PARKDALE PL STE 107 | INDIANAPOLIS | IN | 46254 | CARDIOVASCULAR |
| EAST WASHINGTON TIMESHARE | ||||
| 9670 E WASHINGTON ST STE 110 | INDIANAPOLIS | IN | 46229 | DIAGNOSTIC AND OTHER MEDICAL |
| GEORGETOWN TIMESHARE | ||||
| 4880 CENTURY PLAZA RD STE 170 | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH GEORGETOWN MEDICAL PLAZA | ||||
| 4880 CENTURY PLAZA RD | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH METHODIST MEDICAL PLAZA BBURG | ||||
| 1375 N GREEN ST STE 200 | BROWNSBURGH | IN | 46207 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH METHODIST MEDICAL PLAZA EHGH | ||||
| 6850 PARKDALE PL | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH METHODIST MEDICAL PLAZA EAST | ||||
| 9660 E WASHINGTON ST | INDIANAPOLIS | IN | 46229 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH METHODIST MEDICAL PLAZA NORTH | ||||
| 151 PENNSYLVANIA PKWY | CARMEL | IN | 46280 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH METHODIST MEDICAL PLAZA SOUTH | ||||
| 8820 S MERIDIAN ST | INDIANAPOLIS | IN | 46217 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH METHODIST MEDICAL TOWER | ||||
| 1633 N CAPITOL AVE | INDIANAPOLIS | IN | 46202 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH SPRING MILL OUTPATIENT CENTER | ||||
| 200 W 103RD ST STE 1200 | INDIANAPOLIS | IN | 46290 | DIAGNOSTIC AND OTHER MEDICAL |
| METHODIST MEDICAL PLAZA - GLENDALE | ||||
| 2620 KESSLER BLVD E | INDIANAPOLIS | IN | 46220 | DIAGNOSTIC AND OTHER MEDICAL |
| NORTH MERIDIAN TIMESHARE | ||||
| 201 PENNSYLVANIA PKWY STE 305 | INDIANAPOLIS | IN | 46280 | DIAGNOSTIC AND OTHER MEDICAL |
| SOUTH 31 TIMESHARE | ||||
| 8820 S MERIDIAN ST STE 230 | INDIANAPOLIS | IN | 46217 | DIAGNOSTIC AND OTHER MEDICAL |
| IU HEALTH DIALYSIS | ||||
| 2140 N CAPITOL AVE | INDIANAPOLIS | IN | 46202 | DIALYSIS |
| IU HEALTH HOME DIALYSIS CENTER | ||||
| 8830 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | DIALYSIS |
| IU HEALTH CHARIS EATING DISORDER CLINIC | ||||
| 6640 INTECH BLVD STE 195 | INDIANAPOLIS | IN | 46278 | EATING DISORDERS |
| IU HEALTH HOME CARE | ||||
| 1411 W COUNTY LINE RD | GREENWOOD | IN | 46142 | HOME HEALTH CARE |
| IU HEALTH HOME CARE | ||||
| 1828 N ILLINOIS ST | INDIANAPOLIS | IN | 46202 | HOME HEALTH CARE |
| IU HEALTH HOME CARE | ||||
| 202 S WEST ST | TIPTON | IN | 46072 | HOME HEALTH CARE |
| IU HEALTH HOME CARE | ||||
| 702 N ILLINOIS ST | INDIANAPOLIS | IN | 46204 | HOME HEALTH CARE |
| CAPITAL NEUROLOGY | ||||
| 201 PENNSYLVANIA PKWY STE 300 | INDIANAPOLIS | IN | 46280 | NEUROLOGY |
| EAST RETAIL PHARMACY | ||||
| 9650 E WASHINGTON ST | INDIANAPOLIS | IN | 46229 | PHARMACY |
| GEORGETOWN RETAIL PHARMACY | ||||
| 4880 CENTURY PLAZA RD STE 150 | INDIANAPOLIS | IN | 46254 | PHARMACY |
| SOUTH RETAIL PHARMACY | ||||
| 8820 S MERIDIAN ST STE 105 | INDIANAPOLIS | IN | 46217 | PHARMACY |
| IU HEALTH FISHERS RADIOLOGY | ||||
| 10995 ALLISONVILLE RD STE 100B | FISHERS | IN | 46038 | RADIOLOGY |
| IU HEALTH BALL MEMORIAL HOSPITAL LAB | ||||
| 2401 W UNIVERSITY AVE | MUNCIE | IN | 47303 | REFERENCE LABORATORY |
| IU HEALTH REHABILITATION | ||||
| 6820 PARKDALE PL STE 120 | INDIANAPOLIS | IN | 46254 | REHABILITATION |
| IU HEALTH ARNETT SLEEP APNEA ED CENTER | ||||
| 3900 MCCARTY LN STE 102 | LAFAYETTE | IN | 47909 | SLEEP DISORDERS |
| IU HEALTH BALL MEMORIAL SLEEP APNEA ED | ||||
| 6000 W KILGORE AVE STE A | MUNCIE | IN | 47304 | SLEEP DISORDERS |
| IU HEALTH BEDFORD SLEEP APNEA ED CENTER | ||||
| 1502 CLINIC DR | BEDFORD | IN | 47421 | SLEEP DISORDERS |
| IU HEALTH HOWARD SLEEP APNEA ED CENTER | ||||
| 829 N DIXON RD | KOKOMO | IN | 46901 | SLEEP DISORDERS |
| IU HEALTH SLEEP APNEA ED CTR AT INDPLS | ||||
| 714 N SENATE AVE STE 120 | INDIANAPOLIS | IN | 46202 | SLEEP DISORDERS |
| IU HEALTH SLEEP LAB | ||||
| 714 N SENATE AVE STE 120 | INDIANAPOLIS | IN | 46202 | SLEEP DISORDERS |
| SLEEP APNEA ED CTR AT IU HEALTH NORTH | ||||
| 11590 N MERIDIAN ST STE 410 | CARMEL | IN | 46032 | SLEEP DISORDERS |
| SLEEP APNEA ED CTR AT IU HEALTH WEST | ||||
| 1111 N RONALD REAGAN PKWY 371 | AVON | IN | 46123 | SLEEP DISORDERS |
| SLEEP DISORDERS CTR AT IU HEALTH NORTH | ||||
| 11590 N MERIDIAN ST STE 410 | INDIANAPOLIS | IN | 46032 | SLEEP DISORDERS |
| IU HEALTH SPORTS PERFORMANCE | ||||
| 1402 CHASE CT | CARMEL | IN | 46032 | SPORTS PERFORMANCE |
Form990 Schedule H Part VI Form990ScheduleHPartVI (15 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule H, Part I - Financial Assistance | Line 3c | N/A |
| Schedule H, Part I - Financial Assistance | Line 6a - Community Benefit Report Prepared by Related Organization | Indiana University Health, Inc.'s ("IU Health") community benefits and investments are included in the IU Health Community Benefit Report which is made available to the public on its website at www.iuhealth.org. The Community Benefit report is also distributed to numerous key organizations throughout the State of Indiana to broadly share IU Health's community benefit efforts and investments statewide, and is available by request through the Indiana State Department of Health or IU Health. |
| Schedule H, Part I - Financial Assistance | Line 7, Column (f) - Bad Debt Expense | The amount of bad debt expense included on Form 990, Part IX, Line 25, column (A), but subtracted for purposes of calculating the percentage of total expense is $87,516,332. The bad debt expense of $35,524,226 on Schedule H, Part III, Line 2 is reported at cost. |
| Schedule H, Part I - Financial Assistance | Line 7 - Total Community Benefit Expense | Percentage of Total Expenses listed on Schedule H, Part I, Line 7, Column (f) is calculated based on Net Community Benefit Expense. The Percentage of Total Expenses calculated based on Total Community Benefit Expense is 30.24%. |
| Schedule H, Part I - Financial Assistance | Line 7g - Subsidized Health Services | Indiana University Health, Inc. does not include any costs associated with physician clinics as subsidized health services. |
| Schedule H, Part II - Community Building Activities | Promotion of Health in Communities Served | Indiana University Health, Inc. ("IU Health") leaders participate in a wide array of community-building activities that address the underlying quality of life in the communities IU Health serves. IU Health invests in economic development efforts across the state, collaborates with like-minded organizations through coalitions that address key issues, and advocates for improvements in the health status of vulnerable populations. In 2011, IU Health spent over 1.2 million dollars, serving more than 77,000 individuals as a statewide organization, and nearly 800,000 dollars locally at our six Indianapolis area and suburban hospitals on community-building activities. These investments and support provided resources to local community initiatives that addressed economic development, community health improvement, and workforce development. Outreach activities included job fairs and interview seminars; participation in an economic development council and chamber of commerce; and collaborative partnerships to improve community health. Coalition Building IU Health collaborates with organizations throughout Indiana to advance important causes connected to its mission. In 2011, it was involved in diverse coalitions, including Mid-North Quality of Life Plan coalition, Health by Design, United Way, and Near North Development Corporation. Additionally, IU Health supported several working groups committed to preventing domestic violence; joined forces with local partners to advance injury prevention activities; and supported agencies and community groups to fight obesity, as obesity's health effects include an increased risk for a range of problems, such as diabetes, heart disease, osteoarthritis, stroke, and high blood pressure. Habitat for Humanity Habitat for Humanity of Greater Indianapolis is committed to eliminating poverty by providing simple, decent housing and making home ownership available to low-income families, most of whom have children and live in unsafe, overcrowded or substandard conditions. IU Health supports Habitat for Humanity's efforts financially and by providing hundreds of volunteers to help build a home for a family in need, as IU Health recognizes that poverty is recognized as perhaps the single most important risk factor for premature death and disability. Additionally, IU Health West Hospital collaborated with Habitat in 2011 to conduct a "panel build" on the hospital campus. A panel build involves all of the materials needed to construct every wall, floor and ceiling panel for the home, which are built individually, loaded onto a truck, and taken to the home site where the pieces are put together like a puzzle. In addition to creating the building blocks of the home for a family in need, the project provided an excellent opportunity for hospital volunteers to collaborate with volunteers from community partner organizations to continue building valuable relationships. Volunteers from Day Nursery Association, Ben Davis High School and the Avon-Washington Township Fire Department all worked alongside volunteers and families from IU Health West Hospital to make the panel build a success. During IU Health's third annual Day of Service, 1,611 employees joined the fight against childhood obesity by increasing access to active places to play and fresh nutritious foods for low-income school children across Indiana. Community assets left behind as a result of the event included: 3 new school playgrounds, 12 improved school playgrounds, and 5 school gardens. Over 65,000 Hoosiers were positively impacted by the construction of new playgrounds and safety improvements made; creating secure & convenient places for community members to play and be active. |
| Schedule H, Part III - Bad Debt, Medicare, & Collection Practices | Line 4 - Bad Debt Expense | The provision for uncollected patient accounts is based upon management's assessment of historical and expected net collections considering business and economic conditions, changes and trends in health care coverage, and other collection indicators. Periodically, management assesses the adequacy of the allowance for uncollectible accounts based upon accounts receivable payor composition and aging, and historical write-off experience by payor category, as adjusted for collection indicators. The results of the review are then used to make any modifications to the provision for uncollected patient accounts and the allowance for uncollectible accounts. In addition, Indiana University Health, Inc. ("IU Health") follows established guidelines for placing certain past due patient balances with collection agencies. Patient accounts that are uncollected, including those placed with collection agencies, are initially charged against the allowance for uncollectible accounts in accordance with collection policies of IU Health and, in certain cases, are reclassified to charity care if deemed to otherwise meet charity care and financial assistance policies of IU Health. The bad debt expense reported on Line 2 is calculated under the cost to charge ratio methodology. IU Health provides health care services through various programs that are designed, among other matters, to enhance the health of the community and improve the health of low-income patients. In addition, IU Health provides services intended to benefit the poor and underserved, including those persons who cannot afford health insurance because of inadequate resources or are uninsured or underinsured. |
| Schedule H, Part III - Bad Debt, Medicare, & Collection Practices | Line 8 - Medicare Shortfall | The Medicare shortfall reported on Schedule H, Part III, Line 7 is calculated, in accordance with the Form 990 instructions, using "allowable costs" from Indiana University Health, Inc.'s ("IU Health") Medicare Cost Report. "Allowable costs" for Medicare Cost Report purposes are not reflective of all costs associated with IU Health's participation in Medicare programs. For example, the Medicare Cost Report excludes certain costs such as billed physician services, the costs of Medicare Parts C and D, fee schedule reimbursed services, and durable medical equipment services. Inclusion of all costs associated with IU Health's participation in Medicare programs would significantly increase the Medicare shortfall reported on Schedule H, Part III, Line 7. IU Health's Medicare shortfall is attributable to reimbursements that are less than the cost of providing patient care and services to Medicare beneficiaries and does not include any amounts that result from inefficiencies or poor management. IU Health accepts all Medicare patients knowing that there may be shortfalls; therefore it has taken the position that the shortfall should be counted as part of its community benefit. Additionally, it is implied in Internal Revenue Service Revenue Ruling 69-545 that treating Medicare patients is a community benefit. Revenue Ruling 69-545, which established the community benefit standard for nonprofit hospitals, states that if a hospital serves patients with governmental health benefits, including Medicare, then this is an indication that the hospital operates to promote the health of the community. |
| Schedule H, Part III - Bad Debt, Medicare, & Collection Practices | Line 9b - Written Debt Collection Policy and Financial Assistance | If a patient cannot satisfy standard payment expectations, a financial assistance screening process for alternative sources of balance resolution is completed. Those resolutions may include: a discount on charges; Medicaid enrollment, interest-free loan or application for charity care. If a patient does not apply for charity care but meets the charity care guidelines established by Indiana University Health, Inc. ("IU Health"), IU Health will waive charges and treat the cost of services as charity care. |
| Schedule H, Part VI - Supplement Information | Line 2 - Needs Assessment | Communities are multifaceted and so are their health needs. Indiana University Health, Inc. ("IU Health") understands that the health of individuals and communities are shaped by various social and environmental factors, along with health behaviors and additional influences. IU Health assesses the health care needs of the communities it serves by utilizing the detailed community needs assessments undertaken by organizations such as the Marion County Health Department, the Indiana State Department of Health, the Centers for Disease Control and Prevention and the United Way of Central Indiana. |
| Schedule H, Part VI - Supplemental Information | Line 3 - Patient Education of Eligibility for Assistance | Indiana University Health, Inc. ("IU Health") goes to great lengths to ensure patients know that IU Health treats all patients regardless of their ability to pay. IU Health shares financial assistance information with patients during the admission process, billing process and online. Helping patients understand that financial support for their care is a part of IU Health's commitment to its mission. IU Health's financial assistance policy exists to serve those in need by providing financial relief to patients who ask for assistance after care has been provided. During the admissions process, opportunities for financial assistance are discussed with patients who are identified as a self-pay patient, or requests assistance information. The patient is also provided with an Admissions Packet that provides information regarding IU Health's financial assistance program. Financial counselors are onsite to assist financial concerns or questions during the patient's stay. Patient Financial Services - Customer Service representatives can help patients apply for financial assistance, understand their bills, explain what they can expect during the billing process, accept payment (if needed), update their insurance or payor information, and update their address or other demographics. A summary of the financial assistance policy is printed on the back of each patient statement, while the financial assistance application is mailed to all uninsured IU Health patients at the conclusion of their treatment along with a summary of the incurred charges. Additionally, on the back of each patient statement is a phone number that will allow patients the ability to request financial assistance. Uninsured patients are also made aware of this process at the time of registration. The IU Health website (iuhealth.org) has a page dedicated to financial assistance and offers an online application and phone numbers for customer service representatives to assist with the application process. IU Health has an expansive financial assistance program, which aligns with IU Health's policy and utilizes the federal poverty guidelines to determine eligibility, making access to quality care within a patient's reach. The IU Health Financial Assistance policy provides the following support to patients that qualify. - Free care for those earning up to 200 percent of federal poverty guidelines; - Discounted care on a sliding scale for families earning from 200 to 400 percent of federal poverty guidelines; and - Discounted care on a sliding scale for uninsured families earning from 400 to 650 percent of federal poverty guidelines, and - Financial assistance to patients whose health insurance coverage, if any, does not provide full coverage for all of their medical expenses and whose medical expenses would make them indigent if they were forced to pay full charges. Patients are guided through their course of care with particular sensitivity, reviewing changing circumstances and allowing for financial assistance at any point during the relationship and billing process with the patient. For those inpatients that may qualify for the Medicaid program and have not applied, IU Health financial counselors will assist patients with the Medicaid application. If a patient does not apply for financial assistance, but meets the financial assistance guidelines established by IU Health, IU Health will waive charges and treat the cost of services as financial assistance. |
| Schedule H, Part VI - Supplemental Information | Line 4 - Community Information | Indiana University Health, Inc. ("IU Health"), which includes IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, IU Health West Hospital, IU Health North Hospital, and IU Health Saxony Hospital, serves a large geographic area in Central Indiana. Each individual hospital serves a unique subsection of the community and details for each are included below. IU Health Methodist Hospital - Service Area Counties: Marion, Hendricks, Johnson, Morgan, Hamilton, Madison, Hancock, Shelby, and Boone - 75% of the IU Health Methodist inpatient discharge population resides in Marion (66%), Hendricks (4%), Johnson (3%), and Morgan (2%) counties - 29% of community discharges were for patients with Medicaid, 25% were for patients with Medicare, and 17% were for uninsured/self-pay patients IU Health University Hospital - Service Area Counties: Marion, Hendricks, Hamilton, Johnson, Morgan, Delaware, Allen, Madison, Vigo, Tippecanoe, St. Joseph, Monroe, Bartholomew, Lake, Elkhart, Hancock, Grant, Howard, Vanderburgh, Wayne, Jackson, Henry, and Putnam - 32% of the IU Health University total inpatient discharge population resides in Marion County; the other 68% is distributed fairly evenly across 91 other counties in the state of Indiana - 44% of IU Health University community discharges were for patients with commercial insurance, 31% were for patients with Medicare, 14% were for patients with Medicaid, and 5% were for uninsured or self-pay patients Riley Hospital for Children at IU Health - Service Area Counties: Marion, Johnson, Lake, Hendricks, Hamilton, Morgan, Madison, Delaware, St. Joseph, Tippecanoe, Allen, Elkhart, Bartholomew, Vanderburgh, Vigo, Hancock, Wayne, Monroe, Jackson, Shelby, and La Porte - 33% of the Riley Hospital for Children at IU Health total inpatient discharge population resides in Marion County; the other 67% is distributed fairly evenly across 89 other counties in the state of Indiana. - 57% of IU Health Riley community discharges were for patients with Medicaid, 35% were for patients with commercial insurance, 1% were for patients with Medicare, and 4% were for self-pay patients IU Health West Hospital - Service Area Counties: Marion, Hendricks, Putnam, Morgan, Johnson, Boone, and Montgomery - Approximately 75% of the IU Health West inpatient discharge population resides in Marion (65%) and Hendricks (11%) counties - 12% of community discharges were for patients with Medicaid, 31% were for patients with Medicare, and 8% were for uninsured/self-pay patients IU Health North Hospital - Service Area Counties: Marion, Hamilton, Boone, Hendricks, Hancock, Madison, and Tipton - 78% of the IU Health North inpatient discharge population resides in Marion (35%), Hamilton (32%), Boone (6%), and Hendricks (5%) counties - 8% of community discharges were for patients with Medicaid, 15% were for patients with Medicare, and 4% were for uninsured/self-pay patients IU Health Saxony Hospital - Service Area Counties: Marion, Hamilton, Boone, Hendricks, Hancock, Madison, and Tipton - 78% of the IU Health North inpatient discharge population resides in Marion (35%), Hamilton (32%), Boone (6%), and Hendricks (5%) counties (IU Health Saxony inpatient discharge population data was not available at the time of this report) - 8% of community discharges were for patients with Medicaid, 15% were for patients with Medicare, and 4% were for uninsured/self-pay patients |
| Schedule H, Part VI - Supplemental Information | Line 5 - Promotion of Community Health | As an academic medical center, Indiana University Health, Inc. ("IU Health") and Indiana University School of Medicine work together to train physicians in an exceptional environment, blending breakthrough research and treatments with the highest quality of patient care. In 2011, more than 1,000 residents and fellows received training in IU Health hospitals. IU Health is committed to improving the health and safety of the communities it serves across Indiana. From bike helmet fittings to cancer support groups to diabetes management, we bring our unique and state-of-the-art resources beyond the hospital doors and onto the front steps of Indiana communities. With more than $17 million invested in high-quality and impactful initiatives to address community health needs; IU Health is helping Indiana residents improve their health and their quality of life. In 2011, IU Health impacted over 400,000 people statewide through presentations, health risk screenings, health education programs, and additional educational opportunities made available to the community, especially to our community members in the greatest need of such services. |
| Schedule H, Part VI - Supplemental Information | Line 6 - Affiliated Health Care System | Indiana University Health, Inc. ("IU Health") is Indiana's most comprehensive healthcare system. A unique partnership with Indiana University School of Medicine, one of the nation's leading medical schools, gives patients access to innovative treatments and therapies. IU Health is comprised of hospitals, physicians and allied services dedicated to providing preeminent care throughout Indiana and beyond. A collaborative partnership with IU Health and Indiana University School of Medicine, IU Health Physicians is comprised of more than 500 board-certified or board-eligible physicians, 70 locations statewide and more than 1,000 staff, including 170 advanced practice providers. National Recognition: - Eight clinical programs ranked among the top 50 national programs in U.S. News & World Report's 2010-11 Edition of America's Best Hospitals. - Ten specialty programs at Riley Hospital for Children at IU Health ranked among the top 30 children's hospitals in the nation. - Six hospitals designated as Magnet hospital systems by the American Nurses Credentialing Center recognizing excellence in nursing care. - Named to the 2012-2013 U.S. News & World Report's Best Hospitals Honor Roll, their highest distinction. Education and Research: As an academic health center, IU Health works in partnership with Indiana University School of Medicine to train physicians, blending breakthrough research and treatments with the highest quality of patient care. Research conducted by Indiana University School of Medicine faculty gives IU Health physicians and patients access to the most leading-edge and comprehensive treatment options. The IU Health statewide healthcare system consists of IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, IU Health West Hospital, IU Health North Hospital, IU Health Ball Memorial Hospital, IU Health Blackford Hospital, IU Health Bloomington Hospital, IU Health Paoli Hospital, IU Health Bedford Hospital, IU Health Tipton Hospital, IU Health La Porte Hospital, IU Health Starke Hospital, and IU Health Goshen Hospital. In July of 2011, IU Health Morgan Hospital and IU Health White Hospital also became a member of IU Health. In December of 2011, IU Health opened its newest location, IU Health Saxony Hospital in Fishers, Indiana. Although each IU Health healthcare system hospital prepares and submits its own community benefits plan relative to the local community, IU Health considers its community benefit plan as part of an overall vision for strengthening Indiana's overall health. A comprehensive community outreach strategy and community benefit plan is in place that encompasses the academic medical center downtown Indianapolis, suburban Indianapolis and statewide entities around priority areas that focus on health improvement efforts statewide. IU Health is keenly aware of the positive impact it can have on the communities of need in the state of Indiana by focusing on the most pressing needs in a systematic and strategic way. After taking a careful look into IU Health's communities we serve, and by utilizing the detailed community needs assessments undertaken by public health officials and community partners, IU Health identified the following community health needs. Obesity Prevention To improve the lifestyle of Indiana residents, IU Health has utilized best practice methods to attack obesity in our communities. IU Health is working to improve access to nutritious foods and physical activity in low-income neighborhoods, in addition to providing traditional health education and public advocacy efforts. With these initiatives, IU Health strives to prevent chronic diseases such as obesity and diabetes and increase the awareness of the importance of making healthy choices, since Thirty-six percent of Hoosier adults are overweight and 29.5% are obese, costing the nation billions of dollars each year to treat these chronic health conditions. Garden on the Go: Year-round mobile produce delivery program, that aims to increase access to affordable, fresh fruits & vegetables for the city's most disadvantaged neighbors. By the end of December 2011, Garden on the Go served thousands of Indianapolis community members, reaching a total of 8281 residents! Indy Urban Acres: 8-acre organic urban farm that supplies low-income Hoosiers with healthy fruits and vegetables. Produce grown at this site is given to Gleaners Food Bank. In just two months of harvest, more than 1400 pounds of produce was grown on .5 acres and delivered to Gleaners Food Bank. Riley School Gardens: In an effort to increase access to nutritious foods and reduce the incidence of obesity among youth, Riley Hospital for Children at Indiana University Health partnered with Keep Indianapolis Beautiful (KIB) and Indianapolis Public Schools (IPS) to establish school gardens at 10 IPS schools throughout the city. IU Health Bucks: IU Health Bucks is an incentive program designed to increase produce consumption among underserved populations using state-issued Farmers Market Vouchers. Participants who spent their state-issued vouchers at the North United Methodist Church Farmers' Market in Indianapolis received additional IU Health "Market Money" to spend on produce. 233 low-income families participated in the pilot program, spending $3,500 on healthy, local produce. Walk Indiana: IU Health Ball Memorial Hospital contributes resources for the implementation of a unique non-competitive walking marathon held in Muncie, Indiana. The program emphasizes walking as a lifestyle choice to enhance health and fitness. Community walking groups were offered during spring and summer months to help community members prepare for the main event held in September. IU Health Ball Memorial staff members provided free blood pressure screenings and health information at each training session. Nearly 500 individuals participated in the Walk Indiana event in September, 2011. Access to Affordable Healthcare One of the first steps to improved health outcomes is having access to healthcare resources. To show its commitment to providing affordable healthcare access, IU Health treats all patients regardless of their ability to pay. IU Health is also working to raise awareness and work to identify individuals within our communities that have barriers to care and connect these individuals with better access and consistency of healthcare resources to meet their needs. Injury Prevention IU Health strives to create safe communities by helping to reduce preventable injuries such as bicycle, motor vehicle, and fall related injuries, as injuries are the leading cause of death for people 1 - 44 years old. The CDC reports 160,000 people die and 50 million people are injured each year, costing over $80 billion in medical costs. IU Health works to provide the necessary tools, such as helmets and education to communities of need to prevent injuries for youth and adults. Additionally, IU Health supports the advocacy of policies, such as the texting while driving ban, to help provide infrastructure to instill the awareness of injury prevention in our communities. Bicycle Helmet Safety Campaign: Outfitted 4,042 children statewide (ages 6-14) with free, properly fitted bicycle helmets and provided bicycle safety education. This initiative resulted in a 37% increase in helmet usage post-activation. IU Health Child Passenger Safety Campaign: On National Seat Check Saturday, IU Health launched a statewide campaign to decrease the incidence of children traveling unrestrained or restrained incorrectly. CPS Technicians distributed 122 free car seats and found that 85% of the 205 car seats inspected were installed improperly. CICOA Aging and In-Home Solutions: Safe at Home Event - targeted homeowners over the age of 65 or persons of any age with a disability to make their homes safe and accessible for daily living. Volunteers made safety modifications to 22 homes including securing grab bars in bathrooms, installing handrails and banisters on steps, repairing steps, and installing comfort height toilets. K-12 Education In 2011, IU Health partnered with the United Way to implement a Kindergarten readiness program for at-risk children called Kindergarten Countdown. IU Health's significant investment in this program allowed hundreds of soon-to-be students to receive necessary vaccinations and screenings as well as attend a 4-week summer camp to enhance their school readiness. With IU Health's support, the program was expanded across the IPS district and into 10 additional IU Health communities, including IU Health Ball Memorial Hospital. Community Revitalization During IU Health's third annual Day of Service, 1,611 employees joined the fight against childhood obesity by increasing access to active places to play and fresh nutritious foods for low-income school children across Indiana. Community assets left behind as a result of the event included: 3 new school playgrounds, 12 improved sc |
| STATE FILING OF COMMUNITY BENEFIT REPORT | 990 SCHEDULE H, PART VI | IN, |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (20 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY SCHOOL OF MEDICINE | ||||||||||
| 714 N SENATE AVE | INDIANAPOLIS | IN | 46202 | 356001673 | 501(C)(3) | 12787724 | 0 | N/A | N/A | ACADEMIC SUPPORT |
| METHODIST RESEARCH INSTITUTE INC | ||||||||||
| 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 351007590 | 501(C)(3) | 2437472 | 0 | N/A | N/A | GENERAL SUPPORT |
| CLARIAN TRANSPLANT INSTITUTE INC | ||||||||||
| 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 134350599 | 501(C)(3) | 999996 | 0 | N/A | N/A | GENERAL SUPPORT |
| HEALTHNET INC | ||||||||||
| 3401 RAYMOND ST | INDIANAPOLIS | IN | 46203 | 351579827 | 501(C)(3) | 254000 | 0 | N/A | N/A | GENERAL SUPPORT |
| INDIANA SPORTS CORPORATION | ||||||||||
| 201 S CAPITOL AVE | INDIANAPOLIS | IN | 46225 | 310975117 | 501(C)(3) | 213433 | 0 | N/A | N/A | GENERAL SUPPORT |
| CICOA FOUNDATION INC | ||||||||||
| 4755 KINGSWAY DR | INDIANAPOLIS | IN | 46205 | 351859069 | 501(C)(3) | 165000 | 0 | N/A | N/A | GENERAL SUPPORT |
| UNITED WAY OF CENTRAL INDIANA INC | ||||||||||
| PO BOX 88409 | INDIANAPOLIS | IN | 46208 | 351007590 | 501(C)(3) | 130000 | 0 | N/A | N/A | GENERAL SUPPORT |
| INDIANA UNIVERSITY FOUNDATION | ||||||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | 356018940 | 501(C)(3) | 76500 | 0 | N/A | N/A | GENERAL SUPPORT |
| INDIANA STATE FAIR FOUNDATION INC | ||||||||||
| 1202 E 38TH ST | INDIANAPOLIS | IN | 46205 | 452784384 | 501(C)(3) | 50000 | 0 | N/A | N/A | GENERAL SUPPORT |
| COALITION TO PROTECT AMERICA'S HEALTH CARE | ||||||||||
| PO BOX 30211 | BETHESDA | MD | 20824 | 522253225 | 501(C)(4) | 50000 | 0 | N/A | N/A | GENERAL SUPPORT |
| HABITAT FOR HUMANITY OF GREATER INDPLS | ||||||||||
| 1011 E 22ND ST | INDIANAPOLIS | IN | 46204 | 351715910 | 501(C)(3) | 40000 | 0 | N/A | N/A | GENERAL SUPPORT |
| CENTRAL INDIANA CORPORATE PARTNERSHIP INC | ||||||||||
| 111 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | 352065459 | 501(C)(6) | 35000 | 0 | N/A | N/A | GENERAL SUPPORT |
| INDIANAPOLIS DOWNTOWN INC | ||||||||||
| 111 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | 351877771 | 501(C)(3) | 30000 | 0 | N/A | N/A | GENERAL SUPPORT |
| INDIANAPOLIS MEDICAL SOCIETY FOUNDATION | ||||||||||
| 631 E NEW YORK ST | INDIANAPOLIS | IN | 46202 | 351810091 | 501(C)(3) | 25000 | 0 | N/A | N/A | GENERAL SUPPORT |
| THE ALBERT SCHWEITZER FELLOWSHIP | ||||||||||
| 109 BROOKLINE AVE | BOSTON | MA | 02215 | 131982786 | 501(C)(3) | 25000 | 0 | N/A | N/A | GENERAL SUPPORT |
| CROSSROADS COUNCIL OF BOY SCOUTS OF AMERICA | ||||||||||
| 7125 FALL CREEK RD | INDIANAPOLIS | IN | 46256 | 350867962 | 501(C)(3) | 23500 | 0 | N/A | N/A | GENERAL SUPPORT |
| 500 FESTIVAL INC | ||||||||||
| 21 VIRGINIA AVE | INDIANAPOLIS | IN | 46204 | 351004320 | 501(C)(4) | 18500 | 0 | N/A | N/A | GENERAL SUPPORT |
| THE HEALTH FOUNDATION OF GREATER INDPLS | ||||||||||
| 429 E VERMONT ST | INDIANAPOLIS | IN | 46202 | 356203550 | 501(C)(3) | 10000 | 0 | N/A | N/A | GENERAL SUPPORT |
| INDIANA FISCAL POLICY INSTITUTE INC | ||||||||||
| 14350 MUNDY DR | NOBLESVILLE | IN | 46060 | 350411770 | 501(C)(3) | 7500 | 0 | N/A | N/A | GENERAL SUPPORT |
| JUVENILE DIABETES RESEARCH FOUNDATION INC | ||||||||||
| 26 BROADWAY 14TH FL | NEW YORK | NY | 10004 | 231907729 | 501(C)(3) | 5100 | 0 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 17 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 3 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I, Part I - General Information on Grants and Assistance | Identifier |
| Return Reference | Line 2 - Organization's Procedures for Monitoring the Use of Grant Funds | ReturnReference |
| Explanation | Although Indiana University Health, Inc. does not monitor the use of grant funds once distributed, through due diligence the organization has reasonably confirmed that the entities to which the contributions are made are highly reputable in the community and use the funds for the purposes intended. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (22 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL F EVANS JR | |||||||||||||
| 1020135 | 0 | 373097 | 0 | 56764 | 0 | 818859 | 0 | 20989 | 0 | 2289844 | 0 | 0 | 0 |
| JAMES E LINGEMAN MD | |||||||||||||
| 20000 | 707331 | 0 | 7000 | 0 | 19272 | 0 | 17150 | 0 | 21307 | 20000 | 772060 | 0 | 0 |
| MARVIN G PEMBER | |||||||||||||
| 436425 | 0 | 262280 | 0 | 311677 | 0 | 2416465 | 0 | 20390 | 0 | 3447237 | 0 | 290387 | 0 |
| ISADORE RIVAS | |||||||||||||
| 269767 | 0 | 59840 | 0 | 13507 | 0 | 20652 | 0 | 17313 | 0 | 381079 | 0 | 0 | 0 |
| RYAN C KITCHELL | |||||||||||||
| 318226 | 0 | 18281 | 0 | 284 | 0 | 20652 | 0 | 26551 | 0 | 383994 | 0 | 0 | 0 |
| NORMAN G TABLER JR | |||||||||||||
| 359104 | 0 | 155627 | 0 | 102104 | 0 | 20652 | 0 | 15819 | 0 | 653306 | 0 | 0 | 0 |
| RICHARD F GRAFFIS MD | |||||||||||||
| 524541 | 0 | 218988 | 0 | 99435 | 0 | 20652 | 0 | 17837 | 0 | 881453 | 0 | 0 | 0 |
| SAMUEL L ODLE | |||||||||||||
| 610071 | 0 | 262252 | 0 | 65866 | 0 | 1079478 | 0 | 26115 | 0 | 2043782 | 0 | 0 | 0 |
| LINDA Q EVERETT | |||||||||||||
| 332599 | 0 | 142290 | 0 | 17493 | 0 | 92362 | 0 | 23269 | 0 | 608013 | 0 | 0 | 0 |
| DANIEL L FINK | |||||||||||||
| 205423 | 0 | 132418 | 0 | 628856 | 0 | 472233 | 0 | 27603 | 0 | 1466533 | 0 | 189435 | 0 |
| JOHN C KOHNE MD | |||||||||||||
| 404511 | 0 | 106801 | 0 | 2772 | 0 | 94813 | 0 | 21846 | 0 | 630743 | 0 | 0 | 0 |
| DEBRA L UHL | |||||||||||||
| 262568 | 0 | 33613 | 0 | 1806 | 0 | 20652 | 0 | 17056 | 0 | 335695 | 0 | 0 | 0 |
| JIM JORGENSON | |||||||||||||
| 224896 | 0 | 37773 | 0 | 1806 | 0 | 19204 | 0 | 17313 | 0 | 300992 | 0 | 0 | 0 |
| MARILYN COX | |||||||||||||
| 188198 | 0 | 134874 | 0 | 5452 | 0 | 369849 | 0 | 21250 | 0 | 719623 | 0 | 0 | 0 |
| LINDA CHASE | |||||||||||||
| 191268 | 0 | 11550 | 0 | 26210 | 0 | 18259 | 0 | 17265 | 0 | 264552 | 0 | 0 | 0 |
| RICHARD S HELSPER | |||||||||||||
| 247000 | 0 | 0 | 0 | 966 | 0 | 20652 | 0 | 1004 | 0 | 269622 | 0 | 0 | 0 |
| DIANE J THOMPSON | |||||||||||||
| 198795 | 0 | 21391 | 0 | 34792 | 0 | 198435 | 0 | 9825 | 0 | 463238 | 0 | 0 | 0 |
| TALAL S HAMDAN MD | |||||||||||||
| 738966 | 0 | 0 | 0 | 37572 | 0 | 0 | 0 | 22739 | 0 | 799277 | 0 | 0 | 0 |
| SAMI M AASAR MD | |||||||||||||
| 748858 | 0 | 0 | 0 | 21282 | 0 | 0 | 0 | 28515 | 0 | 798655 | 0 | 0 | 0 |
| LAWRENCE S KLEIN MD | |||||||||||||
| 739974 | 0 | 0 | 0 | 38873 | 0 | 0 | 0 | 17072 | 0 | 795919 | 0 | 0 | 0 |
| BLAIR S MACPHAIL MD | |||||||||||||
| 727941 | 0 | 0 | 0 | 38118 | 0 | 0 | 0 | 27846 | 0 | 793905 | 0 | 0 | 0 |
| EDWARD A HARLAMERT MD | |||||||||||||
| 748381 | 0 | 0 | 0 | 21618 | 0 | 0 | 0 | 22448 | 0 | 792447 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule J, Part I - Questions Regarding Compensation | Line 1b - Gross-Up Payments and Personal Services | Samuel L. Odle received financial planning services, of which the expense and the tax gross-up on the expense, were properly included on his Form W-2 as taxable wages. These financial planning services were approved by the Board of Directors. |
| Schedule J, Part I - Questions Regarding Compensation | Line 4a - Severance or Change-of-Control Payments | Daniel L. Fink received 2011 severance of $234,012 from Indiana University Health, Inc. This amount is included in column b (iii), other reportable compensation. Included in column C, other deferred compensation, is $454,373 of deferred compensation and benefits. Diane J. Thompson received 2011 severance of $33,136 from Indiana University health, Inc. This amount is included in column b (iii), other reportable compensation. Included in column C, other deferred compensation is $181,248 of deferred compensation and benefits. |
| Schedule J, Part I - Questions Regarding Compensation | Line 4b - Supplemental Nonqualified Retirement Plan | Daniel F. Evans Jr., Marvin G. Pember, Norman G. Tabler, Jr., Richard F. Graffis, M.D., Samuel L. Odle, Linda Q. Everett, Daniel L. Fink, John C. Kohne, M.D. and Marilyn Cox participate in a supplemental executive retirement plan, provisions of which are designed to retain these critical employees. The plan provides for an additional retirement benefit for service through normal retirement or other key dates. If the executive leaves prior to retirement or other key dates, the benefit may be forfeited or reduced. With the exception of Marvin G. Pember, Norman G. Tabler, Jr., Richard F. Graffis, M.D., and Daniel L. Fink, each of these executives has an amount included in column c, deferred compensation, representing the current year increase in the accrued benefit and/or current year contributions. No amount was actually paid to these executives during the year. For Marvin G. Pember, Norman G. Tabler, Jr., Richard F. Graffis, M.D., and Daniel L. Fink, $290,387, $52,611, $72,782, and $391,277 respectively, is included in column b(iii), other reportable compensation, representing the amount received under their vested supplemental executive retirement plan |
| Schedule J, Part I - Questions Regarding Compensation | Line 7 - Non-Fixed Payments | Amounts disclosed in Column B(ii) include a long-term and short-term incentive for certain executives and short-term incentive for other employees. Although these plans are based on a fixed formula that has been approved by the Board of Directors based upon certain qualitative and quantitative factors and goals, all discretionary incentive payments must be approved by the Committee on Personnel and Compensation and Board of Directors prior to any incentive payout. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING | |||||||
| 351611409 | 45479RAH0 | 2006-01-24 | 325003005 | SERIES 2006A BONDS | false | false | false |
| INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING | |||||||
| 351611409 | 45479RBL0 | 2006-09-14 | 387109760 | SERIES 2006B BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | |||||||
| 351602316 | 2010-04-09 | 28000000 | TAX-EXEMPT LEASE, 2010 | false | false | false | |
| INDIANA FINANCE AUTHORITY | |||||||
| 351602316 | 45471AEB4 | 2011-04-19 | 228195000 | SERIES 2011A, B, C, D, AND E BONDS | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 348013874 | 0 | 29904769 | 0 | 1947719 | 0 | 0 | 316161386 | 0 | 0 | 2007 | false | false | true | true |
| 26005000 | 0 | 388586019 | 0 | 0 | 0 | 2286019 | 0 | 0 | 0 | 0 | 0 | true | false | true | true | |
| 0 | 0 | 28000000 | 0 | 0 | 0 | 0 | 0 | 0 | 28000000 | 0 | 0 | 2010 | false | false | true | true |
| 21500000 | 0 | 228199331 | 0 | 0 | 0 | 740000 | 0 | 0 | 70004331 | 0 | 0 | true | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| false | true | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|
| 0 | |||||||
| false | false | false | false | 0 | true | false | |
| 0 | |||||||
| false | false | false | true | SEE PART VI | false | true | true |
| 0 | |||||||
| false | true | false | false | 0 | false | false | |
| 0 | |||||||
| false | true | false | false | 0 | false | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | See Schedule O for Schedule K, Part V, Supplemental Information | Identifier |
| Return Reference | 0 | ReturnReference |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| INDIANA FINANCE AUTHORITY | |||||||
| 351602316 | 45471AED0 | 2011-05-05 | 274815000 | SERIES 2011F, G, H AND I BONDS | false | false | false |
| INDIANA FINANCE AUTHORITY | |||||||
| 351602316 | 2011-05-25 | 111435000 | SERIES 2011L AND M BONDS | false | false | false | |
| INDIANA FINANCE AUTHORITY | |||||||
| 351602316 | 45471AFX5 | 2011-12-07 | 221617127 | SERIES 2011N BONDS | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 128395000 | 0 | 274815039 | 0 | 0 | 0 | 890000 | 0 | 0 | 0 | 0 | 0 | true | false | true | true |
| 0 | 0 | 111437350 | 0 | 0 | 0 | 363690 | 0 | 0 | 102011247 | 0 | 9062413 | false | false | false | true |
| 0 | 0 | 221617127 | 0 | 0 | 0 | 2148553 | 0 | 0 | 24721374 | 0 | 0 | true | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| false | true | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|
| 0 | ||||||
| false | true | false | false | 0 | false | false |
| 0 | ||||||
| false | true | false | false | 0 | false | false |
| 0 | ||||||
| false | false | false | false | 0 | false | false |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | See Schedule O for Schedule K, Part V, Supplemental Information | Identifier |
| Return Reference | 0 | ReturnReference |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (15 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CHV CAPITAL INC | |||
| SEE PART V | 104310 | SEE PART V | false |
| HEALTH VENTURE MANAGEMENT LLC | |||
| SEE PART V | 2722560 | SEE PART V | false |
| CHV FUND I LLC | |||
| SEE PART V | 624996 | SEE PART V | false |
| IU HEALTH PLANS INC | |||
| SEE PART V | 80202388 | SEE PART V | false |
| CLARIAN HEALTH WEST LLC | |||
| SEE PART V | 8817965 | SEE PART V | false |
| CLARIAN HEALTH NORTH LLC | |||
| SEE PART V | 30106922 | SEE PART V | false |
| IUH ASSURANCE LTD | |||
| SEE PART V | 5866170 | SEE PART V | false |
| IU HEALTH RISK RETENTION GROUP INC | |||
| SEE PART V | 10185431 | SEE PART V | false |
| SENATE STREET SURGERY CENTER LLC | |||
| SEE PART V | 5116071 | SEE PART V | false |
| ROC SURGERY LLC | |||
| SEE PART V | 3106104 | SEE PART V | false |
| THE HEALTHCARE GROUP LLC | |||
| SEE PART V | 584914 | SEE PART V | false |
| HILL-ROM HOLDINGS INC | |||
| SEE PART V | 5731849 | SEE PART V | false |
| NOMORECLIPBOARDCOM | |||
| SEE PART V | 90000 | SEE PART V | false |
| JAMIE M RIVAS | |||
| SEE PART V | 61202 | SEE PART V | false |
| JUSTIN HELSPER | |||
| SEE PART V | 40189 | SEE PART V | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule L, Part IV - Business Transactions Involving Interested Persons | Identifier |
| Return Reference | Line 1, Columns (b) and (d) - Relationship and Description of Transaction | ReturnReference |
| Explanation | Daniel F. Evans, Jr. serves on the Board of Directors of CHV Capital, Inc. Indiana University Health, Inc. ("IU Health") performs services for CHV Capital, Inc. and is compensated for such services on an arm's length basis. Additionally, CHV Capital, Inc. pays rent to IU Health on an arm's length basis. Marvin G. Pember and John C. Kohne, M.D. serve on the Board of Managers of Health Venture Management, LLC. IU Health performs services for Health Venture Management, LLC and is compensated for such services on an arm's length basis. Additionally, Health Venture Management, LLC performs services for IU Health and is compensated for such services on an arm's length basis. Daniel F. Evans, Jr. serves on the Board of Managers of CHV Fund I, LLC. CHV Fund I, LLC provides investment management services to IU Health and is compensated for such services on an arm's length basis. Norman G. Tabler, Jr. is an officer and serves on the Board of Directors of Indiana University Health Plans, Inc. Marvin G. Pember and Ryan C. Kitchell each served on the board of directors of Indiana University Health Plans, Inc. during a portion of 2011. IU Health performs services for Indiana University Health Plans, Inc. and is compensated for such services on an arm's length basis. Additionally, IU Health receives capitated payments from Indiana University Health Plans, Inc. Additionally, Indiana University Health Plans, Inc. pays rent to IU Health on an arm's length basis. Daniel F. Evans, Jr. and Samuel L. Odle serve on the Board of Managers of Clarian Health West, LLC. Marvin G. Pember and Isadore Rivas each served on the board of directors of Clarian Health West, LLC during a portion of 2011. IU Health has made an interest-bearing loan to Clarian Health West, LLC on an arm's length basis. IU Health and Clarian Health West, LLC also perform services for each other and are compensated for such services on an arm's length basis. Additionally, Clarian Health West, LLC pays rent to IU Health on an arm's length basis. Daniel F. Evans, Jr. and Samuel L. Odle serve on the Board of Managers of Clarian Health North, LLC. Marvin G. Pember and Ryan C. Kitchell each served on the board of directors of Clarian Health North, LLC during a portion of 2011. IU Health has made an interest-bearing loan to Clarian Health North, LLC on an arm's length basis. IU Health and Clarian Health North, LLC also perform services for each other and are compensated for such services on an arm's length basis. Additionally, Clarian Health North, LLC pays rent to IU Health on an arm's length basis. Norman G. Tabler, Jr. is an officer and serves on the Board of Directors of IUH Assurance, Ltd. IU Health purchases insurance from IUH Assurance, Ltd. on an arm's length basis. Norman G. Tabler, Jr. is an officer and serves on the Board of Directors of IU Health Risk Retention Group, Inc. IU Health performs services for IU Health Risk Retention Group, Inc. and is compensated for such services on an arm's length basis. Additionally, IU Health purchases insurance from IU Health Risk Retention Group, Inc. on an arm's length basis. John C. Kohne, M.D., Linda Q. Everett, and Isadore Rivas serve on the Board of Managers of Senate Street Surgery Center, LLC. IU Health performs services for Senate Street Surgery Center, LLC and is compensated for such services on an arm's length basis. Additionally, Senate Street Surgery Center, LLC pays rent to IU Health on an arm's length basis. Marilyn Cox serves on the Board of Managers of ROC Surgery, LLC. IU Health performs services for ROC Surgery, LLC and is compensated for such services on an arm's length basis. Additionally, ROC Surgery, LLC pays rent to IU Health on an arm's length basis. Daniel F. Evans, Jr. serves on the Board of Managers of The HealthCare Group, LLC. Marvin G. Pember and Ryan C. Kitchell each served on the board of directors of The Healthcare Group, LLC during a portion of 2011. During 2011, IU Health made contributions to The HealthCare Group, LLC, along with other owners, in proportion to its ownership interest in the organization, to cover its unfunded losses. Charles E. Golden serves on the Board of Directors of Hill-Rom Holdings, Inc. From time to time, IU Health purchases products from Hill-Rom during the ordinary course of business on an arm's length basis. William R. Cast, M.D. serves as an officer of NOMORECLIPBOARD.com. From time to time, IU Health purchases products from NOMORECLIPBOARD.com during the ordinary course of business on an arm's length basis. Jamie M. Rivas, the daughter-in-law of Isadore Rivas, VP-Finance & Interim CFO of IU Health, serves and is compensated as an employee of IU Health. Justin K. Helsper, the son of Richard S. Helsper, a former key employee of IU Health, serves and is compensated as an employee of IU Health. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (27 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part III, Line 4a | Statement of Program Service Accomplishments | Indiana University Health System With hospitals in more than a dozen Indiana communities and services across the state, the Indiana University Health System is the state's largest and most comprehensive health system. The system's strength is grounded in its unique partnership with Indiana University School of Medicine - one of the nation's leading medical schools. Each year, millions of people across Indiana and beyond receive expert, patient-centered care at IU Health. Indiana University Health, Inc. The parent organization of the Indiana University Health System is Indiana University Health, Inc. ("IU Health"). Our Mission IU Health is committed to provide a unified standard of preeminent care to individuals in Indiana and across the globe. Partnering with Indiana University and the Indiana Conference of the United Methodist Church, IU Health is dedicated to its mission to improve the health of its patients and community through innovation and excellence in care, education, research and service. Our Values At IU Health, we value: - Comprehensive patient care, including mind, body and spirit - Excellence in education for healthcare providers - Quality of care and respect for life - Charity, equality and justice in healthcare - Leadership in health promotion and wellness - Excellence in research - An internal community of mutual trust and respect Our Vision IU Health strives to be a preeminent leader in clinical care, education, research and service. Our excellence is measured by objective evidence and established best practices. Exemplary levels of respect and dignity are given to patients and their families, while professionalism and collegiality mark relationships among team members. IU Health continues to focus on innovation and excellence through collaboration among its hospitals and its affiliation with Indiana University School of Medicine. Impacting Communities Improving the health of patients and communities is the mission of Indiana University Health. This is achieved in a number of ways - by delivering innovation and excellence in clinical care, through research and in serving the communities in which we live and work. Each year, IU Health consults with community partners to identify and assess the greatest health needs in the communities we serve. In neighborhoods across Indiana, IU Health works as a driving force to improve community health and wellness by addressing these needs. IU Health follows federal guidelines for reporting community benefit and other community investments. Community benefits include charity care, unreimbursed costs of public programs, such as Medicaid and certain other services that provide treatment or promote health and healing in response to community needs. 2011 Community Outreach Priorities Access to high-quality healthcare is just one factor that influences the health of individuals and communities. Various social and environmental factors also play an important role. To identify and commit to this year's community health outreach priorities, Indiana University Health analyzed community needs assessments from local and national organizations, including the county health departments, Indiana State Department of Health, Centers for Disease Control and Prevention and United Way of Central Indiana. The health system's community outreach priorities for 2011 were the following: Health Priorities - Obesity prevention - Injury prevention - Access to healthcare Quality of Life Priorities - K-12 education - Community revitalization |
| Part III, Line 4a (Continued) | Statement of Program Service Accomplishments | Obesity Prevention Addressing the issue of widespread obesity continues to be a critical health priority for Indiana. The state ranks 15th nationally in the percentage of adults classified as obese. Perhaps more alarming, nearly 29 percent of Hoosier children and 65 percent of adults are overweight or obese. The health consequences of obesity are significant, and include increased risk for developing otherwise preventable diseases such as heart disease and type 2 diabetes. IU Health has spearheaded a number of innovative community-based programs focused on fighting obesity by increasing the availability of affordable, healthy food for Indiana residents with the greatest need. Garden on the Go Garden on the Go, a cornerstone of IU Health's obesity prevention strategy, is a year-round mobile produce delivery program designed to improve access to affordable, fresh fruits and vegetables for residents living in disadvantaged and underserved Indianapolis neighborhoods. Launched in May 2011 with weekly stops, Garden on the Go is an easy, economical solution for families, offering urban shoppers a market-like experience to buy nutritious produce. Program Highlights and Impact - Expanded from 12 to 16 stops in September 2011, Garden on the Go served thousands of community members with a total of 8,281 point-of-sale transactions by year's end. - In an Indiana State Department of Health-sponsored survey, 83 percent of repeat Garden on the Go customers reported purchasing more produce because of the mobile delivery program. - Garden on the Go was recognized by both the February 2012 White House and the 2012 National Black Caucus as a benchmark representation of a replicable community partnership model aimed at combating obesity. Indy Urban Acres In 2011 IU Health, Indy Parks & Recreation and Indianapolis Parks Foundation broke ground on Indy Urban Acres - an eight-acre organic urban farm to grow fresh fruits and vegetables for food bank patrons. In two months the farm harvested more than 1,400 pounds of produce from plantings on just one half-acre. Fulfilling basic nutritional requirements and addressing the prevalence of obesity in Indiana, Indy Urban Acres brings healthy, fresh food alternatives to the tables of Hoosiers in need. Gleaners Food Bank makes scheduled pick-ups at Indy Urban Acres and then distributes the food to hunger relief agencies in 21 central and southeastern counties. "This resource, which is in our own backyard, has the ability to get healthy foods into the hands that need them the most." said Cindy Hubert, Gleaners President and CEO. Riley School Gardens Riley Hospital for Children at Indiana University Health joined with Keep Indianapolis Beautiful, Inc. and Indianapolis Public Schools in the fight against childhood obesity in Indianapolis. With nearly 30 percent of Hoosier adolescents classified as overweight or obese, the Riley School Gardens program is part of IU Health's statewide, comprehensive initiative to fight the obesity epidemic by improving access to healthy foods and safe places for physical activity in high-poverty neighborhoods. In partnership with Keep Indianapolis Beautiful, Inc. and Indianapolis Public Schools, Riley Hospital for Children at Indiana University Health constructed 10 school gardens in the Spring of 2011. This sustainable Riley School Gardens program involved children in growing, harvesting, and preparing seasonal produce, to ensure access to nutritious food, and create a living learning environment for students. |
| Part III, Line 4a (Continued) | Statement of Program Service Accomplishments | Injury Prevention Effective injury prevention efforts save lives. This is especially true when considering the number of children who are injured each year due to poor child passenger and bicycle safety. To help keep our young people safe in vehicles and at play, IU Health has implemented statewide efforts to improve child passenger safety and to increase the use of bicycle helmets. Child Passenger Safety Campaign Motor vehicle injuries are the leading cause of death among children in the United States. But many of these deaths can be prevented. Placing children in age and size appropriate car seats and booster seats reduces serious and fatal injuries by more than half. IU Health's statewide child passenger safety campaign educates the community on the safety concerns of children traveling unrestrained or incorrectly restrained in vehicles. Coordinated with the Automotive Safety Program at Riley Hospital for Children at Indiana University Health, the campaign aims to decrease the number of preventable injuries associated with these unsafe practices. In September 2011 IU Health conducted eight coordinated car seat clinics in communities across the state as part of Child Passenger Safety Week and the National Car Seat Check Saturday initiative. Program Highlights and Impact - In addition to donating 122 car seats to Indiana families, IU Health system hospitals performed 205 car seat inspections, helping 176 families (86 percent) correctly re-install their child safety seats. - To enhance campaign success, IU Health coordinated the system-wide services of 49 child passenger safety technicians and more than 40 "Strength That Cares" volunteers. - Throughout the year, at permanent fitting stations located in our IU Health hospitals across the state, over 1,100 car seat inspections have been conducted and more than 340 car seats have been provided to families in need. Bicycle Helmet Safety Campaign IU Health engages and educates Indiana children on the importance of bicycle safety. The campaign focuses on bicycle safety education, as well as offering free properly fitted helmets to kids. IU Health conducted bicycle helmet fittings at 21 summer camps throughout the state in 2011 and also held eight large community-based bicycle safety events in Indianapolis. Program Highlights and Impact - In 13 communities with IU Health locations, 4,042 children received bicycle helmet fittings or education about bicycle safety. - IU Health's campaign made a positive impact at Indiana summer camps. Based on post-camp surveys administered after five months, 98 percent of parents or guardians of children who attended the safety presentations reported their children were still practicing or had made improvement in consistent helmet use or bicycle safety skills. Injury Prevention One appreciative mother said, "It was really a great treat to get the helmet and more importantly to know it was fitted correctly. I really appreciated the take home education we reviewed together and hope these tips stick with them as they grow up." Access to Affordable Healthcare With more than 550,000 Hoosiers without health insurance, IU Health recognizes one of the most critical needs in our communities is access to affordable quality health care. IU Health works in a number of ways to ensure everyone has access to healthcare by supporting community clinics to purchase medication or equipment they need to serve the community or by providing quality healthcare at no cost. IU Health knows one of the biggest barriers to accessing healthcare is the inability to pay for services, so IU Health offers a generous Financial Assistance Program, providing care at no cost to qualifying individuals who make 200% or less of the Federal Poverty Guidelines, about $44,000 for a family of four. The Financial Assistance Program provides healthcare services on a sliding scale for those over 200% of the Federal Poverty Guidelines. IU Health's Academic Health Center has a close relationship with HealthNet clinics to serve the healthcare needs of the underserved and uninsured residents of Marion County. Three of HealthNet's sixteen clinics are located on IU Health's Academic Health Center campus. Quality of Life Priorities "Being healthy" is much more than the absence of disease. The health of individuals and communities is shaped by social and environmental factors as well. To truly improve overall health, it is essential to understand community needs and create innovative strategies to meet them. That's why IU Health is committed to impacting K-12 education and community revitalization - two important Quality of Life priorities. K-12 Education: Kindergarten Countdown Program In 2011 IU Health partnered with United Way to launch Kindergarten Countdown - a school readiness program for at-risk children. Through IU Health's significant investment in this signature program, hundreds of soon-to-be kindergarten students received necessary vaccinations and health screenings, as well as help for their parents with school registration. Children also attended a four-week summer "camps" specially designed to strengthen and build basic skills and enhance learning readiness. With support from IU Health, the program was implemented across the Indianapolis Public Schools district and expanded into 10 additional IU Health communities across Indiana. The camps proved valuable: Students who attended camps in the Indianapolis Public School district last year saw an 11 percent increase from pre- to post-camp literacy test scores. According to the Centers for Disease Control and Prevention (CDC), lower grades, test scores and educational attainment are consistently linked to violence and physical inactivity. By ensuring our children are ready to learn from a young age, we're also ensuring their future good health. |
| Part III, Line 4a (Continued) | Statement of Program Service Accomplishments | Community Revitalization: It is well-precedented for hospitals and health care systems, particularly those located in or around an urban center, to be deeply engaged in the revitalization of the communities that they serve. IU Health has adopted an "in our backyard" approach to community revitalization by focusing on the neighborhoods immediately surrounding our existing (and developing) assets within our communities. To support this commitment, IU Health participated in the Mid-North Quality of Life Planning process. Quality of Life Planning is a proven method for neighbors to use in creating the future they desire for their community. The Mid-North Neighborhoods Plan is created by stakeholders in six Mid-North neighborhoods through a process of engagement, relationship-building and collective decision-making. These processes lead to a set of neighborhood priorities and goals. These are then transformed into a comprehensive plan. To support the goal of Mid-North area residents embracing holistic wellness and living healthier lifestyles, IU Health along with other local community partners are working towards establishing a new health and wellness facility for area families, individuals, employees and students. "Strength That Cares" Day of Service Showing "Strength That Cares," more than 1,600 IU Health employees participated in the third annual Day of Service in 2011. To help address childhood obesity and promote active lifestyles, employees constructed three new playgrounds and refurbished an additional 12 at Indiana elementary schools. IU Health teams also planted five school gardens for growing nutritious produce for low-income school children across the state. The work completed in just one day made a difference in the lives of 65,000 Indiana residents who now have more safe, secure and convenient places to play and stay active. Financial Assistance and Unreimbursed Care Extending Our Healthcare Reach: High-Quality Care and Access for All To ensure all patients have access to quality healthcare, Indiana University Health treats patients, regardless of their ability to pay. The financial assistance program of IU Health is designed for those who are uninsured, low income or underinsured. Quality Care and Coverage Using federal poverty guidelines to determine eligibility, IU Health offers an extensive financial assistance program to ensure care is within a patient's reach. Financial assistance, also called charity care, means providing free medical care or care at a reduced cost to low-income individuals. Although there are some variations between hospitals, generally the IU Health financial assistance program provides support this way: - Free care for those earning up to 200 percent of federal poverty guidelines. - Discounted care on a sliding scale for families earning 200 to 400 percent of federal poverty guidelines. - Discounted care on a sliding scale for uninsured families earning 400-650 of federal poverty guidelines. - Free care to patients whose health insurance - if he or she has any - does not cover all medical expenses and whose medical expenses would make them indigent if forced to cover all costs. Patients are given information about IU Health's financial assistance program during registration, and it is included on billing statements. Patients can also find the financial assistance application online at http://iuhealth.org/patients/billing-center/financial-assistance/ Unreimbursed Costs In addition to providing free or reduced-cost services, IU Health absorbs unreimbursed costs from government-sponsored programs based on income level, such as Medicaid, the Children's Health Insurance Program (CHIP), local and state government programs for persons not eligible for Medicaid, and other programs. Community Health Improvement Services Reaching Beyond Hospital Walls In addition to providing preeminent patient care in hospitals, Indiana University Health is a partner in promoting healthier Indiana communities. A Healthy Start to Education at the Indiana State Fair For hundreds of at-risk young children enrolled in the Kindergarten Countdown school readiness program, a two-day celebration at the 2011 Indiana State Fair continued preparations for a successful transition to school. At the fair, hundreds of soon-to-be kindergartners and their parents took part in free vision screenings and oral health evaluations, practiced getting on and off a real school bus and learned tips for packing healthy lunches and snacks. The State Fair celebration was the culmination of Kindergarten Countdown, a statewide effort between IU Health and United Way of Central Indiana that strives to prepare more at-risk children for success in school. Advancing Newborn Care in Indiana In 2011, Riley Hospital for Children at IU Health launched a unique newborn resuscitation simulation outreach program, designed to improve care provided in delivery rooms across the state. Riley developed the program to help strengthen the skills of resuscitation teams in outlying hospitals. The simulation helps teams gain experience dealing with life-threatening or high-risk delivery room situations. Expert members of Riley's simulation team traveled the state, completing newborn resuscitation training at many hospitals across the state. |
| Part III, Line 4a (Continued) | Statement of Program Service Accomplishments | Health Professions Education For a Better Future: Improving Tomorrow's Care Providing high-quality care and the latest treatments is only possible when there are people educated and expertly trained to deliver them. Indiana University Health takes pride in its unique partnership with Indiana University School of Medicine and works as an active partner to train and educate the next generation of healthcare professionals. IU Health also provides programming and education to increase the skills and knowledge of current providers. Charles Warren Fairbanks Center for Medical Ethics The Fairbanks Center for Medical Ethics at IU Health educates physicians, nurses, allied health professionals and other professionals about contemporary ethics issues in healthcare. Educational programs include the Fairbanks Fellowship in Clinical Ethics, the Fairbanks Lecture Series, multiple practicum and internship opportunities for graduate students, law students, and medical and pediatric residents. In-service presentations for patient care staff at IU Health hospitals are also conducted. IU Health Learning Alliance The IU Health Learning Alliance provides accredited training programs for those interested in pursuing careers in the healthcare field (physicians, nurses, health science technologists, etc.). In addition to coordinating outreach programs, the alliance offers a variety of classes to the public and provides thousands of hours of continuing education and community, wellness and patient education every year. Subsidized Health Services Providing Essential Care: Reaching Out to Those in Need Providing necessary healthcare and services that wouldn't exist in a community is an important priority of Indiana University Health. The system offers a number of programs aimed at improving the health and well-being of those in need. By providing these services, even at a financial loss, IU Health is able to increase access to needed services for people in our communities, especially the most vulnerable. Behavioral and Spiritual Health Lack of mental health services is a problem plaguing most communities. Serving both children and adults, IU Health Behavioral Health offers a broad range of programming to help assure each patient's total wellbeing. Services include assessment and diagnosis, inpatient and outpatient psychiatric care and chemical dependency treatment and consultation. In every case, treatment programs and services are customized to individual needs. Part of IU Health, the Buchanan Counseling Center has provided pastoral counseling and psychological services on an outpatient basis for more than 40 years. The center's counselors are educated and trained in theology, psychology, mental health counseling and an array of treatment methods. Buchanan Counseling Center integrates faith and spirituality to promote wholeness, and physical and spiritual wellbeing. The center offers services on an adjusted fee scale, and anyone desiring services will receive them, regardless of their ability to pay. Diabetes Services Certified diabetes educators at IU Health Diabetes Centers provide exemplary diagnostic, treatment and educational resources to help people with diabetes learn about and manage their illness so they can enjoy a healthy life. Research Discovering New Treatments: Improving Health by Innovation Cultivating research excellence is an important part of the mission of Indiana University Health. Research and new treatment discovery is instrumental in improving patient care and outcomes. As an academic health center, IU Health actively supports researchers by providing access to the latest technology and facilities - fostering an environment that makes innovation and breakthroughs in research possible. First to offer Trifecta heart valve In June 2011, IU Health became the first health system in the state to offer the Trifecta valve, a new stented tissue valve replacement for diseased, damaged or malfunctioning aortic heart valves. The Trifecta valve mimics the flow of a natural, healthy heart and was designed for the optimization of blood flow, less strain on the heart and long-term durability. Berlin Heart Device approved by FDA With support from Riley Hospital for Children at IU Health, the U.S. Food and Drug Administration in late 2011 approved use of the Berlin Heart Device in the U.S. While the device was implanted extensively worldwide, it did not have FDA approval. This left North American hospitals like Riley at IU Health without access to the one mechanical heart support system designed for children. This prompted Riley at IU Health to ask the FDA for special permission to import and implant the Berlin Heart. Riley at IU Health later established a protocol for obtaining the Berlin Heart, shared that with other institutions and served as a catalyst for use of the device in North America. First Melody implants performed at Riley at IU Health In 2011, Riley Hospital for Children at IU Health performed the first three Melody Transcatheter Pulmonary Valve implants in Indiana. The Melody valve is used to repair a blocked or leaky pulmonary heart valve that has already been replaced to correct congenital heart defects. This new treatment immediately restores pulmonary valve function and is considerably less invasive. Financial and In-Kind Contributions Paying It Forward: Community Collaboration and Partnerships Working to improve the health of communities is a team effort. That's why Indiana University Health partners with like-minded organizations to make a greater impact on the health and wellbeing of people across Indiana. |
| Part III, Line 4a (Continued) | Statement of Program Service Accomplishments | Plainfield Parks and Recreation In 2011, IU Health West Hospital launched a multi-year relationship as the official healthcare partner of Plainfield Parks and Recreation. In addition to providing a permanent on-site presence at the state-of-the-art Plainfield Recreation and Aquatic Center, the hospital offers free health and wellness education, and counseling on healthier snack bar options at the city's parks. The partnership also creates an avenue for hospital patients graduating from programs like physical therapy or cardiovascular rehabilitation to access high-quality, safe fitness environments through Plainfield's parks. John Stewart Foundation To raise awareness of sudden cardiac arrest (SCA) among student athletes, Indiana University Health Cardiovascular donated 2 automatic external defibrillators (AEDs) to Indianapolis Public Schools and the John Stewart Foundation. John Stewart was an Indiana high school basketball star who, in 1999, collapsed on the basketball court and died from SCA. If used immediately, an AED is the only treatment that can help reverse sudden cardiac arrest - making AED availability at school sporting events critical to saving young lives. Indianapolis Medical Society - Project Health IU Health supports Project Health. A program of the Indianapolis Medical Society, Project Health is a community partnership aimed at improving access to healthcare for low-income, uninsured Indianapolis residents. Project Health combines donated physician care, hospital services, medication assistance and case management to maximize existing community resources and enhance coordination among services providers. Juvenile Diabetes Research Foundation (JDRF) Riley Hospital for Children at IU Health provided a donation to support the Juvenile Diabetes Research Foundation, the leading global organization focused on type 1 diabetes research. The goal of JDRF is to improve the lives of people affected by type 1 diabetes through support of the most promising opportunities to cure, better treat and prevent the disease. Community Building Building Bridges: Strengthening Community Bonds To positively impact the health and wellness of vulnerable populations, Indiana University Health supports economic development across the state that targets this need. Kindergarten Countdown IU Health partnered with United Way of Central Indiana (UWCI) and the Indiana Association of United Ways in 2011 to help more at-risk children successfully transition into school. Through the UWCI's Kindergarten Countdown, underserved children are equipped with the basic skills needed for success in kindergarten. The program has three primary components: helping families navigate the school registration process; promoting school readiness through pre-kindergarten summer camps; and encouraging first-day-of-school attendance. With help from IU Health, Kindergarten Countdown was expanded throughout the entire IPS district and introduced into more than a dozen IU Health communities across Indiana. Center for Leadership Development IU Health provided support to the Center for Leadership Development (CLD). By focusing on character, education, leadership and service, CLD works to expose African-American youth to some of the nation's richest experiences focused on inspiring youth achievement. Indy Reads Indy Reads serves central Indiana adults 18 years of age and older who read at or below the sixth-grade level or who are learning English as a second language. IU Health provided support to Indy Reads in 2011. Junior Achievement of Central Indiana, Inc. IU Health supported Junior Achievement of Central Indiana, Inc., an organization providing learning experiences for area students centered on life skills, job skills, financial literacy, entrepreneurship and a fundamental understanding of economics and the free enterprise system. Academic Health Center Indiana University Health Methodist Hospital Indiana University Health Methodist Hospital, founded in 1908, is a national and regional healthcare leader with a long-standing tradition of preeminent patient care and clinical excellence. For 10 consecutive years, IU Health Methodist Hospital has been ranked among the top 50 hospitals nationally in U.S.News & World Report's "America's Best Hospitals" guide. The hospital is home to a number of award-winning clinical programs, including cardiovascular, transplant and neuroscience. IU Health Methodist Hospital also hosts one of the largest critical care departments in the nation and is one of only two adult Level One Trauma Centers in Indiana. The Fairbanks Center for Medical Ethics - one of the few clinically based medical ethics centers in the U.S. - also is housed at IU Health Methodist Hospital. 2011 Community Benefit Highlights - In 2011, dedicated staff at IU Health Methodist Hospital reached over 6,000 community members through educational programming such as cancer screenings and injury prevention classes. - IU Health Methodist Hospital provides a 24 hour nurse line staffed by specially trained registered nurses who assess the situation and advise callers how to get the right care, at the right time, in the right setting. In 2011, over 4,000 community members received assistance from this IU Health service. Indiana University Health University Hospital Indiana University Health University Hospital, a major teaching hospital, offers patients access to the treatments, therapies and procedures found only in the most advanced academic medical centers. Patients benefit from the hospital's close affiliation with Indiana University School of Medicine (IUSM). In fact, many of the treatment advances start in IUSM research laboratories and are incorporated into patient care through clinical programs at IU Health University Hospital. Several clinical programs at IU Health University Hospital have been consistently ranked among the best in the nation by U.S. News and World Report. IU Simon Cancer Center - a collaboration between IU Health and IUSM - is the state's only National Cancer Center (NCI)-designated cancer center providing patient care. IU Health University Hospital is also home to IU Health Transplant, the largest and most comprehensive center of its kind in the region and the fourth largest by volume in the nation. |
| Part III, Line 4a (Continued) | Statement of Program Service Accomplishments | Riley Hospital for Children at Indiana University Health Riley Hospital for Children at Indiana University Health is one of the nation's leading children's hospitals. As Indiana's first and most comprehensive pediatric hospital, Riley Hospital at IU Health is nationally ranked in all 10 pediatric specialty areas rated by U.S.News and World Report. The hospital's unique partnership with Indiana University School of Medicine ensures Riley's highly skilled physicians have access to the most innovative treatments and the latest research and technology. Each year, Riley Hospital at IU Health provides comprehensive, family-centered care to more than 215,000 children through its inpatient and outpatient programs. Pediatric patients and their families travel from across Indiana, the region and the world to access Riley's nationally recognized clinical programs. In January 2011, the first phase of the Riley Hospital for Children Simon Family Tower opened. This new 10-story inpatient building, designed to add capacity, increase efficiency and enhance patient satisfaction, is scheduled for completion in 2013. 2011 Community Benefit Highlights - In 2011, health educators at Riley Hospital for Children at IU Health reached nearly 10,000 community members through educational programming such as Safe Sitter, CPR and injury prevention classes. - Riley Community Education and Child Advocacy helps families prevent injuries to all children (including children with special needs) with child safety products and education through two first-in-the-nation programs - the Riley Safety Store and Safe Escape. - Riley at IU Health provides Indiana's largest number of continuing medical education programs for physicians and other health care professionals Awards and Attributes - Ten specialty programs ranked among the top children's hospitals in the nation by U.S. News & World Report's 2011-2012 edition of America's Best Children's Hospitals - All Indiana pediatricians listed in America's Top Doctors, a national consumer publication, have Riley at IU Health-based practices Indiana University Health North Hospital Located in Carmel, Ind., Indiana University Health North Hospital is a full-service hospital offering patients a broad range of clinical services - from expert cardiovascular care and maternity services to the renowned pediatric programs of Riley Hospital for Children at IU Health North Hospital. The 189-bed facility features dedicated pavilions for women, children and specialty surgery, as well as an attached medical office building. All patient rooms are private, including those in the neonatal and pediatric intensive care units, to ensure a comfortable, healing environment for patients and families. IU Health North Hospital is committed to offering patients a preeminent healthcare experience. Recognized both nationally and internationally for patient satisfaction, the hospital continues from year to year to perform above state and national averages in patient satisfaction as reported by the Hospital Consumer Assessment of Healthcare Providers and Systems Survey (HCAHPS). 2011 Community Benefit Highlights - IU Health North Hospital provided support and associate volunteers for a playground enhancement project at Sheridan Elementary School in Sheridan, Ind. - Additionally, the hospital supports the Trinity Free Clinic to assist in improving access to affordable healthcare to community members in need. - At the Carmel Farmer's Market, IU Health North Hospital associates provided cooking demonstrations to promote good nutrition. Children's activities hosted by the hospital promoted wellness. - IU Health North Hospital presented its annual Pumpkin Patch Festival featuring a 5K run/walk, bicycle safety course, interactive health information booths and family-friendly activities. Awards and Attributes - Full Chest Pain Center Accreditation - Society of Chest Pain Centers (SCPC) - Health Care Organization of the Month Award - Studer Group - Path to Excellence Award - NRC Picker - Bariatric Surgery Center of Excellence - American Society of Metabolic & Bariatric Surgery Accredited Heart Failure Center - Healthcare Accreditation Colloquium - Breast Imaging Center of Excellence designation - American College of Radiology - Best Hospital Metro Indianapolis - #3 US News & World Report - 2011 Specialty Award for Prostatectomy and 2010/2011 Distinguished Hospital Award for Outstanding Patient Experience - HealthGrades Indiana University Health West Hospital A 129-bed community hospital in Avon, Ind., Indiana University Health West Hospital was built with the comfort and needs of patients, families and visitors in mind. For patient privacy, the hospital features multiple corridors and elevators to separate patient and public areas. IU Health West Hospital provides a full range of healthcare services, including maternity, orthopedics and cancer care. 2011 Community Benefit Highlights - IU Health West Hospital collaborated with Habitat for Humanity in 2011 to conduct a "panel build." The build, which took place on the hospital campus, facilitates construction of every wall, the floor and the ceiling of a Habitat home. The panels are then transported to the home site. Community volunteers worked alongside hospital employee and family volunteers on this Habitat for Humanity project. - In spring 2011, IU Health West Hospital started a free walking club for community members to improve their health and fitness. The hospital provided walkers with a free pedometer and monthly educational web postings. - The Diabetes Center at IU Health West Hospital helps newly-diagnosed or at-risk patients take an active role in managing their diabetes so they can enjoy life. Certified diabetes educators provide a wide range of diagnostic, treatment and educational resources to help patients learn more about their illness. Working with a diabetes educator is free to patients, as is all of IU Health West Hospital's diabetes education and support programming. Awards and Attributes - Community Achievement Award from United Way of Central Indiana recognizing IU Health West's commitment to community partnership and support of initiatives that relate to the hospital's mission. Indiana University Health Saxony Hospital Indiana University Health Saxony Hospital is the newest hospital to join the IU Health system. Opened in December 2011, the 42-bed hospital, located in Fishers, Ind., is a unique specialty care hospital focusing on cardiovascular, orthopedic, spine care and emergency services. IU Health Saxony Hospital includes six technologically advanced surgical suites, an intensive care unit, three cardiac catheterization labs, a 24/7 emergency department, a LifeLine helipad for medical transport and an adjacent medical office building. The office building houses offices for medical and surgical specialists, including Riley Children's Specialists; as well as a sleep lab, outpatient surgery center, and facilities for cardiac rehabilitation and physical, occupational and speech therapies. The hospital also offers on-site diagnostics, such as MRI, CT and nuclear medicine. A Women's Imaging Center provides mammography, ultrasound and bone density studies. 2011 Community Benefit Highlights - Public walking trails on the IU Health Saxony Hospital campus provide a place for area residents to exercise. Health and wellness tips are posted along the routes. - IU Health Saxony Hospital was built according to the Green Guidelines for Healthcare (GGHC) and is an officially registered GGHC project. The GGHC designation means the hospital was built with respect for the environment and to promote the health and wellbeing of patients, families, visitors and employee associates. Additionally, "sustainable use" efforts were pursued during the hospital's design and construction. Sustainable use projects include land use and construction practices, management of storm water runoff, planting of sustainable landscapes, and reducing transportation emissions and light pollution. |
| Part VI, Section A - Governing Body and Management | Line 2 - Family or Business Relationships | Marvin G. Pember and John C. Kohne, M.D. serve on the board of managers of Health Venture Management, LLC. No additional compensation is provided. Norman G. Tabler, Jr. is an officer and serves on the board of directors of Indiana University Health Plans, Inc. Marvin G. Pember and Ryan C. Kitchell each served on the board of directors of Indiana University Health Plans, Inc. during a portion of 2011. No additional compensation is provided. Daniel F. Evans, Jr. and Samuel L. Odle serve on the board of managers of Clarian Health West, LLC. Marvin G. Pember and Isadore Rivas each served on the board of managers of Clarian Health West, LLC during a portion of 2011. No additional compensation is provided. Daniel F. Evans, Jr. and Samuel L. Odle serve on the board of managers of Clarian Health North, LLC. Marvin G. Pember and Ryan C. Kitchell each served on the board of managers of Clarian Health North, LLC during a portion of 2011. No additional compensation is provided. John C. Kohne, M.D., Isadore Rivas, and Linda Q. Everett serve on the board of managers of Senate Street Surgery Center, LLC. No additional compensation is provided. Daniel F. Evans, Jr. serves on the board of managers of The Healthcare Group. Marving G. Pember and Ryan C. Kitchell each served on the board of managers of The Healthcare Group, LLC during a portion of 2011. No additional compensation is provided. V. William Hunt and D. Craig Brater, M.D. serve on the board of managers of Indiana Proteomics Consortium, LLC. D. Craig Brater, M.D. is the Interim Chairman and Daniel F. Evans, Jr. and Michael A. McRobbie, Ph.D. serve on the board of directors of BioCrossroads. |
| Part VI, Section A - Governing Body and Management | Line 4 - Significant Changes to Organizational Documents | Indiana University Health, Inc. ("IU Health") filed Articles of Amendment to the Articles of Incorporation with the Indiana Secretary of State's Office effective August 19, 2011 to change the number of directors and number of at-large directors. Article IX, Section 1 is amended to read "The corporation shall have thirteen (13) to fifteen (15) directors" and Article IX, Section 3(A) is amended to read: "Nine (9) to Ten (10) 'at-large directors' shall be jointly elected by the affimative vote of both member classes." |
| Part VI, Section A - Governing Body and Management | Lines 6, 7a and 7b - Members or Stockholders | Line 6: Indiana University Health, Inc. ("IU Health") has two classes of members. One class, known as the University Class, shall consist of those persons serving from time to time as the Trustees of Indiana University. The other class, known as the Methodist Class, shall consist of the Members of the Methodist Health Group, Inc. Line 7a: The University Class shall have one vote (regardless of the number of persons in that class) on each matter submitted to a vote at an annual or special meeting of the members of the Corporation, and the Methodist Class shall have one vote (regardless of the number of persons in that class) on each matter submitted to a vote at an annual or special meeting of the members of the Corporation. With regard to the appointment of the Board of Directors of the Corporation, nine (9) to ten (10) "at-large directors" shall be jointly elected by the affirmative vote of both member classes. One (1) director shall be elected by the University Class. One (1) director shall be elected by the Methodist Class following a nomination by the Leadership Council of the Methodist Medical Group, Inc., an Indiana nonprofit corporation. In the event that Methodist Medical Group, Inc. or its Leadership Council ceases to exist or is no longer predominantly composed of physicians who utilize Methodist Hospital as their primary hospital, the Methodist Class shall designate another Methodist Hospital-based physician organization to nominate this director. If an appropriate physician organization does not exist, the Methodist Class shall elect a physician, giving preference to one who is Methodist Hospital-based. Additionally, the Dean of Indiana University School of Medicine, Bishop of the Indiana Area of the United Methodist Church, and the President and Chief Executive Officer of the Corporation shall be ex-officio directors. Line 7b: Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the approval of the University Class prior to implementation: - Any sale, lease, transfer or other alienation of the Indiana University Hospitals real property, as defined in the Definitive Agreement, including any assignment of the University Hospital's lease by and between the Trustees of Indiana University and IU Health, except as otherwise authorized by resolution or agreement of the Trustees of Indiana University. - Any proposal by IU Health which conflicts with the following principle: IU Health will continue to make all patients available for medical education unless otherwise requested by the patient or his/her family, as the major clinical teaching resource for the Indiana University School of Medicine. - Any change in the financial support to the Indiana School of Medicine, as referenced in the Articles of Incorporation. - Any proposed action regarding the operation of Indiana University Hospitals, including the James Whitcomb Riley Hospital for Children, which would conflict with or be contrary to the requirements set forth in the Trustees Resolutions. - Any sale or other alienation of all or substantially all of the assets or operations of IU Health, and any merger, consolidation, change of voting control or other reorganization of IU Health. - Amendment, alteration or repeal of the Articles of Incorporation - Any dissolution of IU Health, except as otherwise required by law. - Any revision to, or modification or revocation of the Core Values. - Any transfer of the membership of either of the member classes. - Any amendment to the Definitive Agreement. Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the approval of the Methodist Class prior to implementation: - Any sale, lease, transfer or other alienation of the Methodist Hospital, Inc. ("MHI") Real Property, as defined in the Definitive Agreement, including any assignment of that certain MHI Lease by and between MHI and IU Health, except as otherwise authorized by resolution or agreement of Methodist Health Group, Inc. - Any sale or other alienation of all or substantially all of the assets or operations of IU Health, and any merger, consolidation, change of voting control, or other reorganization of IU Health. - Amendment, alteration or repeal of the Articles of Incorporation. - Any dissolution of IU Health, except as otherwise required by law. - Any revisions to, or modifications or revocation of the Core Values. - Any transfer of the membership of either of the member classes. - Any amendment to the Definitive Agreement. |
| Part VI, Section A - Governing Body and Management | Line 11b - Form 990 Provided to Governing Body | Indiana University Health, Inc. ("IU Health') uses a thorough process for the review of the Form 990 and related schedules before it is filed. The Chief Financial Officer and General Counsel reviewed and approved the Form 990 and related schedules. The Board Committee on Values, Ethics, Social Responsibility & Pastoral Services reviewed and approved the following sections of the Form 990: 1. Part III - Statement of Program Service Accomplishments 2. Schedule H - Hospitals 3. Schedule I - Grants and Other Assistance to Organizations, Governments, and Individuals in the U.S. The Board Committee on Personnel & Compensation reviewed and approved the following section of the Form 990: 1. Part VI - Governance, Management, and Disclosure 2. Part VII - Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors 3. Schedule J - Compensation Information 4. Schedule L - Transactions with Interested Persons Additionally, the Audit Committee was provided a copy of the complete Form 990 and schedules to review and approve. After the review and approval from the above listed committees, a complete copy of the Form 990 and schedules was made available to each board member on a secure intranet site. Each member was informed of the availability of the Tax Department to answer any questions. |
| Part VI, Section B - Policies | Line 12c - Conflict of Interest Policy | Indiana University Health, Inc. ("IU Health") has a Conflict of Interest Policy, the purpose of which is to protect IU Health's interests when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer, director, or employee. Each employee that is manager level or above, including officers and directors, is required to annually sign a statement which affirms that such person (1) has received a copy of the conflict of interest policy; (2) has read and understands the policy; (3) has agreed to comply with the policy; and (4) understands and acknowledges that the Corporation is a tax-exempt organization and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. If an interest is disclosed, the form requires that the discloser's supervisor sign the form to indicate his or her knowledge and approval of the interest. The form is then submitted to Corporate Compliance for review. If the disclosure is by the President & CEO, it is reviewed by the Chairman of the Board of Directors for approval. If the disclosure is by a member of the Board of Directors, the General Counsel and Chief Compliance Officer reviews the disclosures and determines whether to consent. Board members with a conflict of interest cannot participate in any decision related to that conflict. Breach of the Conflict of Interest Policy, including failure to complete and update the questionnaire, and failure to disclose an interest that should be disclosed, may subject an individual to disciplinary action, including dismissal. |
| Part VI, Section B - Policies | Line 15 - Process for Determining Compensation | 1. The Board of Directors has established a Committee on Personnel and Compensation. The individuals on this Committee are made up of individuals who are on the Board and who do not have a conflict of interest with Indiana University Health, Inc. ("IU Health"). There are no physicians or employees on this Committee. This Committee develops and reviews annually the executive compensation philosophy, market analysis as to comparability and reasonableness. One of the purposes of this Committee is to review, approve and make recommendations regarding executive compensation and benefits to the IU Health Board. As deemed appropriate, this Committee also reviews the same detail with the Committee on Finance. The Committee on Finance is represented by certain members of the Board as well. 2. Each year the Committee on Personnel and Compensation engages an outside compensation consulting firm to conduct a compensation and benefits study for all senior vice presidents and above. The current compensation advisor is the Hay Group. Hay Group performs an independent compensation survey. The relevant comparability data includes: compensation and benefit levels paid by similarly situated organizations (both governmental and tax exempt) for functionally comparable positions as well as the availability of similar services in the geographic area. The Committee reviews the entire compensation package including: base compensation, short term and long term incentive plans, basic health and welfare benefits, qualified and nonqualified plans as well as any additional fringe benefits. Further, Hay Group will provide recommendations based upon the reasonable compensation information as it relates to salary increases, bonuses and benefits that are consistent with the compensation philosophy of the Committee. A separate analysis using the same methodology is done for the Chief Executive Officer. 3. The Committee reviews the salary survey and, if appropriate, makes recommendations on increases in salary and any changes in bonuses or benefits. The Committee's goal is to ensure that the total compensation and benefits package is reasonable based upon the independent data provided by Hay Group. The Committee votes on any changes in compensation or benefits. This review, discussion and vote are documented in the minutes for the meeting. There are no executives present during the final discussion and approval of compensation. 4. The Board reviews the report prepared by the Hay Group as well as the recommendations of the Committee on Personnel and Compensation as to changes in compensation approved by the Committee. As requested, the Committee on Finance also provides its review of recommendations on changes in executive compensation and benefits. This review, discussion and vote are documented in the minutes. 5. The Board then reviews the recommendations provided by the Committee on Personnel and Compensation and votes on the changes as well. No additional compensation or benefits are paid to the executives until the changes have been approved by the Committee and the Board. The discussion and approval are documented in the minutes of the meeting. There are no executives present during the final discussion and approval of compensation. The General Counsel prepares a formal written opinion reviewing the compensation and benefits approval process, comparing that process to the Intermediate Sanctions Test of IRC Section 4958 and, if the facts warrant, provides comments regarding the compensation and benefits approval process as this relates to meeting the requirements for a rebuttable presumption of reasonableness as provided in the Intermediate Sanctions Test. 6. After the end of each year, the Committee and Board also reviews the achievements of the executive group as it relates to the long-term and short-term shared and individual goals developed by the executive and the Board. These achievements may also be reviewed with the Committee on Finance. The Board, at its discretion, may approve bonus payments based upon the achievement of the goals and the compensation survey. The discussion and vote of the Committee and Board is documented in the minutes for each such meeting. The bonuses are not paid until approval is made by the Board. 7. The Committee on Personnel and Compensation and Audit Committee also review the required Form 990 disclosures related to executive compensation and benefits as well as compensation practices and approval processes prior to the filing of the Form 990 return with the Internal Revenue Service. |
| Part VI, Section C - Disclosure | Line 19 - Public Disclosure | Indiana University Health, Inc.'s ("IU Health") Articles of Incorporation are available for public inspection through the Indiana Secretary of State's web-site. IU Health's conflict of interest procedures are disclosed on the Form 990, Schedule O. IU Health's Consolidated Audited Financial Statements are available for public inspection through its bond filings. |
| Part VII, Section A - Governing Body and Management | Line 1a, Column (B) - Average hours per week | James E. Lingeman, M.D. is a Staff Physician for Indiana University Health Care Associates, Inc. d/b/a Indiana University Health Physicians and devotes 55 hours per week. |
| Part XI - Reconciliation of Net Assets | Line 5 - Other Changes in Net Assets or Fund Balances | During 2011, Indiana University Health, Inc. recorded the following other changes in net assets or fund balances: Unrealized Gain/(Loss) on Investments: -82,732,465 Income/(Loss) - Related 501(c)(3) organizations: -66,898,246 Book/Tax Differences - Pass-Through Entities: -154,088,434 Unrealized Gain/(Loss) on Restricted Net Assets: -787,400 Donated Property, Plant, and Equipment: 51,643 FAS 136 Adjustments: -288,359 Change in Pension Obligation: -5,551,961 Net Asset Transfers: 22,397,858 |
| Schedule K, Part I - Bond Issues | Page 1 - Line A, Column (f) - Description of Purpose | The Series 2006A Bonds were issued in order to provide funding for new construction of buildings and structures and purchase of equipment. |
| Schedule K, Part I - Bond Issues | Page 1 - Line B, Column (f) - Description of Purpose | The Series 2006B Bonds were issued in order to refund the Series 1996B and C, 2000B and C, and 2003H and I Bonds. The Series 1996B and C, 2000B and C, and 2003H and I Bonds were issued on December 31, 1996, November 21, 2000, and August 12, 2003, respectively. |
| Schedule K, Part I - Bond Issues | Page 1 - Line C, Column (f) - Description of Purpose | The Tax-Exempt Lease, 2010 was used to provide funding for critical care aircraft. |
| Schedule K, Part I - Bond Issues | Page 1 - Line D, Column (f) - Description of Purpose | The Series 2011A, B, C, D, and E Bonds were issued to provide funding for new construction of buildings and structures and purchase equipment. Additionally, the Bonds were issued in order to refund the Series 2008A, B, C, and D Bonds. The 2008A, B, C, and D Bonds were issued on September 11, 2008. |
| Schedule K, Part I - Bond Issues | Page 2 - Line A, Column (f) - Description of Purpose | The Series 2011F, G, H, and I Bonds were issued in order to refund the Series 2005A, B, C, and D Bonds. The Series 2005A, B, C, and D Bonds were issued on November 15, 2005. |
| Schedule K, Part I - Bond Issues | Page 2 - Line B, Column (f) - Description of Purpose | The Series 2011 L and M Bonds were issued in order to provide funding for new construction of buildings and structures and purchase of equipment. |
| Schedule K, Part I - Bond Issues | Page 2 - Line C, Column (f) - Description of Purpose | The Series 2011N Bonds were issued in order to refund the Series 2011 E bonds issued on April 19, 2011 and the 2011F and G Bonds issued on May 5, 2011. The Series 2011N bonds were also issued to pay off a portion of a taxable line of credit, which was used for new construction of buildings and structures and purchase of equipment. The series 2011N bonds were also issues to refund Bloomington Hospitals Series 1999B Bonds (a related 501(c)(3) organization). The Series 1999B bonds were issues on November 17, 1999. |
| Schedule K, Part II - Proceeds | Line 3 - Total Proceeds of issue | Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earings on the bond proceed: Series 2006A Bonds: Issue price $323,003,005 Earnings 23,010,869 Total proceeds 348,013,874 Series 2006B Bonds: Issue price $387,109,760 Earnings 1,476,259 Total proceeds 388,586,019 Series 2011A,B,C,D,E Bonds: Issue Price $228,195,000 Earnings 4,331 Total proceeds 228,199,331 Series 2011F,G,H,I Bonds: Issue Price $274,815,000 Earnings 39 Total proceeds 274,815,039 Series 2011LM Bonds: Issue Price $111,435,000 Earnings 2,350 Total proceeds 111,437,350 Additionally, the unspent proceeds will be used for capital expenditures within the next 3 years. |
| Schedule K, Part III - Private Business Use | Lines 4, 5, and 6 - Private Business Use Percentages | Indiana University Health, Inc. generally only finances a portion of each project with tax-exempt bonds. |
| Schedule K, Part IV, Column B - Arbitrage | Line 4 b & c - Name of Provider and Term of GIC | GIC provided by Citigroup Financial Products, Inc. with a term of 0.3 years. |
| Attachment 1 | FORM 990, PART V, LINE 4B - FOREIGN COUNTRIES | Japan Mexico Turkey Brazil |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| CCCG LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 203949968 | HEALTHCARE | IN | 3743219 | 155710 | IUH |
| CCSG LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 261921481 | HEALTHCARE | IN | 6828703 | 731323 | IUH |
| CLARIAN HEALTH NORTH LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 431980602 | HEALTHCARE | IN | 37100383 | 245444529 | IUH |
| CLARIAN HEALTH WEST LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 431980611 | HEALTHCARE | IN | 97445453 | 163345538 | IUH |
| CLARIAN NEUROLOGY GROUP LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 263052008 | HEALTHCARE | IN | 0 | 0 | IUH |
| CLARIAN QUALITY PARTNERS LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 263603579 | HEALTHCARE | IN | 623785 | 336605 | IUH |
| CLARIAN SAXONY MEDICAL CENTER LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 262414219 | HEALTHCARE | IN | 0 | 0 | IUH |
| HEART PARTNERS OF INDIANA LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 201123537 | HEALTHCARE | IN | 6893813 | 2175545 | IUH |
| IU HEALTH MANAGEMENT LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 800141954 | MANAGEMENT | IN | 7855012 | 0 | IUH |
| IU HEALTH SAXONY SURGERY CENTER LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 275271091 | HEALTHCARE | IN | 4009 | 2865476 | IUH |
| SENATE HEALTH PLANS SOLUTIONS LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 273736054 | MANAGEMENT | IN | 6901458 | 3380125 | IUH |
Form990 Schedule R Part II Form990ScheduleRPartII (35 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| BALL MEMORIAL HOSPITAL AUXILIARY INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 356025400 | HEALTHCARE | IN | 501(C)(3) | 11 III-FI | IUHBMH | true |
| CLARIAN TRANSPLANT INSTITUTE INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 134350599 | HEALTHCARE | IN | 501(C)(3) | 9 | IUH | true |
| GOSHEN HEALTH SYSTEM INC | ||||||||||
| 200 HIGH PARK AVE | GOSHEN | IN | 46527 | 351974765 | HEALTHCARE | IN | 501(C)(3) | 11 I | IUH | true |
| GOSHEN HOSPITAL ASSOCIATION INC | ||||||||||
| 200 HIGH PARK AVE | GOSHEN | IN | 46527 | 356001540 | HEALTHCARE | IN | 501(C)(3) | 3 | GHS | true |
| HEALTHLINC INC | ||||||||||
| 714 S ROGERS ST | BLOOMINGTON | IN | 46402 | 263571507 | HEALTHCARE | IN | 501(C)(3) | 9 | IUHB | true |
| INDIANA RADIOLOGY PARTNERS INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 201017034 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | true |
| IU HEALTH ARNETT FOUNDATION INC | ||||||||||
| 2600 GREENBUSH ST | LAFAYETTE | IN | 47904 | 356079797 | FUNDRAISING | IN | 501(C)(3) | 11 I | IUHA | true |
| IU HEALTH ARNETT INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 263162145 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | true |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 350867958 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | true |
| IU HEALTH BALL MEMORIAL PHYSICIANS INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351925641 | HEALTHCARE | IN | 501(C)(3) | 9 | IUHBMH | true |
| IU HEALTH BEDFORD INC | ||||||||||
| 2900 W 16TH ST | BEDFORD | IN | 47421 | 237042323 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | true |
| IU HEALTH BLACKFORD HOSPITAL INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 010646166 | HEALTHCARE | IN | 501(C)(3) | 3 | IUHBMH | true |
| IU HEALTH BLOOMINGTON INC | ||||||||||
| PO BOX 1149 | BLOOMINGTON | IN | 47403 | 351720796 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | true |
| IU HEALTH BMH FOUNDATION INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 311111784 | FUNDRAISING | IN | 501(C)(3) | 11 I | IUHBMH | true |
| IU HEALTH CARE ASSOCIATES INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351747218 | HEALTHCARE | IN | 501(C)(3) | 9 | IUH | true |
| IU HEALTH LAPORTE HOSPITAL INC | ||||||||||
| PO BOX 250 | LAPORTE | IN | 46352 | 351125434 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | true |
| IU HEALTH LAPORTE PHYSICIANS INC | ||||||||||
| PO BOX 250 | LAPORTE | IN | 46352 | 311070868 | HEALTHCARE | IN | 501(C)(3) | 3 | IUHLH | true |
| IU HEALTH MORGAN HOSPITAL INC | ||||||||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | 273533027 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | true |
| IU HEALTH NORTH HOSPITAL INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351932442 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | true |
| IU HEALTH PAOLI HOSP FOUNDATION INC | ||||||||||
| PO BOX 499 | PAOLI | IN | 47454 | 310992486 | FUNDRAISING | IN | 501(C)(3) | 11 III-0 | IUHP | true |
| IU HEALTH PAOLI INC | ||||||||||
| PO BOX 2499 | PAOLI | IN | 47454 | 352090919 | HEALTHCARE | IN | 501(C)(3) | 3 | IUHB | true |
| IU HEALTH TIPTON HOSPITAL INC | ||||||||||
| 1000 S MAIN ST | TIPTON | IN | 46072 | 262772226 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | true |
| IU HEALTH WEST HOSPITAL INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351814660 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | true |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||||||||||
| 720 S SIXTH ST | MONTICELLO | IN | 47960 | 273532963 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | true |
| IU MEDICAL GROUP FOUNDATION INC | ||||||||||
| 340 W 10TH ST NO FS5100 | INDIANAPOLIS | IN | 46202 | 201093251 | FUNDRAISING | IN | 501(C)(3) | 11 II | NA | false |
| METHODIST HEALTH FOUNDATION INC | ||||||||||
| 1800 N CAPITOL AVE | INDIANAPOLIS | IN | 46202 | 356043086 | FUNDRAISING | IN | 501(C)(3) | 11 I | IUH | true |
| METHODIST HEALTH GROUP INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 350876390 | HEALTHCARE | IN | 501(C)(3) | 11 III-FI | NA | false |
| METHODIST MEDICAL GROUP INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351945384 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | true |
| METHODIST OCCUP HEALTH CENTERS INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351844176 | HEALTHCARE | IN | 501(C)(3) | 3 | IUH | true |
| METHODIST RESEARCH INSTITUTE INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 352023710 | HEALTHCARE | IN | 501(C)(3) | 11 I | IUH | true |
| MH HEALTHCARE INC | ||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351766531 | HEALTHCARE | IN | 501(C)(3) | 3 | MMG | true |
| MORGAN CO MEM HOSP FOUNDATION INC | ||||||||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | 352035162 | FUNDRAISING | IN | 501(C)(3) | 11 II | IUHMH | true |
| MORGAN CO MEM HOSP GUILD INC | ||||||||||
| 2209 JOHN R WOODEN DR | MARTINSVILLE | IN | 46151 | 310886844 | FUNDRAISING | IN | 501(C)(3) | 11 III-FI | IUHMH | true |
| MORGAN HEALTH SERVICES INC | ||||||||||
| 1949 HOSPITAL DR | MARTINSVILLE | IN | 46151 | 351968564 | HEALTHCARE | IN | 501(C)(3) | 3 | IUHMH | true |
| WHITE CO MEM HOSP FOUNDATION INC | ||||||||||
| PO BOX 952 | MONTICELLO | IN | 47960 | 351671806 | FUNDRAISING | IN | 501(C)(3) | 11 III-0 | IUHWMH | true |
Form990 Schedule R Part III Form990ScheduleRPartIII (25 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BALL OUTPATIENT SURGERY CENTER LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 270275794 | HEALTHCARE | IN | BOSCH | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| BELTWAY SURGERY CENTERS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 352072586 | HEALTHCARE | IN | IUHSC | RELATED | 7780319 | 0 | false | $0 | false | 0.00000 |
| BLOOMINGTON ENDOSCOPY CENTERS LLC | ||||||||||||||
| PO BOX 1149 | BLOOMINGTON | IN | 47402 | 352117943 | HEALTHCARE | IN | IUHB | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| BMH OUTPATIENT SURGERY SERVICES LLC | ||||||||||||||
| 2401 W UNIVERSITY AVE | MUNCIE | IN | 47303 | 204567998 | HEALTHCARE | IN | IUHBMH | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| BOSC HOLDINGS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 454147343 | HEALTHCARE | IN | IUH | RELATED | 0 | 0 | false | $0 | false | 0.51000 |
| CARDINAL HEALTH INITIATIVES LLC | ||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 300102702 | PURCHASING | IN | IUHBMH | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| CHV FUND I LLC | ||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 262523206 | VENTURE CAPITAL | IN | IUH | EXCLUDED | -1560306 | 12111004 | false | $0 | false | 1.00000 |
| CHV FUND MANAGEMENT LLC | ||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 262523151 | VENTURE CAPITAL | IN | CHV | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| CLARIAN HEALTH NETWORK LLC | ||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 352055030 | HEALTHCARE | IN | IUH | RELATED | 0 | 0 | false | $0 | false | 0.66700 |
| CLARIAN HEALTH NORTH LLC | ||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 431980602 | HEALTHCARE | IN | IUH | RELATED | 15439335 | 0 | false | $0 | true | 0.00000 |
| CLARIAN HEALTH WEST LLC | ||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 431980611 | HEALTHCARE | IN | IUH | RELATED | 3524756 | 0 | false | $0 | true | 0.00000 |
| CTF INTERNATIONAL GROWTH PORTFOLIO | ||||||||||||||
| 280 CONGRESS ST STE 500 | BOSTON | MA | 02210 | 200231923 | INVESTMENTS | MA | IUH | EXCLUDED | 6149768 | 0 | false | $0 | false | 0.00000 |
| EAGLE HIGHLANDS SURGERY CENTER LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRGMINGHAM | AL | 35244 | 352259204 | HEALTHCARE | IN | EHSCH | RELATED | 601561 | 0 | false | $0 | false | 0.00000 |
| EHSC HOLDINGS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRGMINGHAM | AL | 35244 | 454147879 | HEALTHCARE | IN | IUH | RELATED | 0 | 0 | false | $0 | false | 0.51000 |
| HEALTH VENTURE MANAGEMENT LLC | ||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 205740218 | MANAGEMENT | IN | IUH | RELATED | -1626675 | 496823 | false | -$970,939 | false | 0.99000 |
| IEC HOLDINGS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 454148032 | HEALTHCARE | IN | IUH | RELATED | 0 | 0 | false | $0 | false | 0.51000 |
| INDIANA ENDOSCOPY CENTERS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 208398421 | HEALTHCARE | IN | IECH | RELATED | 2879579 | 0 | false | $0 | false | 0.00000 |
| INDIANA LAKES MANAGED CARE ORG LLC | ||||||||||||||
| 310 S MAIN ST | GOSHEN | IN | 46526 | 351946663 | HEALTHCARE | IN | GHS | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| IUH SURGERY CENTERS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 452314634 | HEALTHCARE | IN | IUH | RELATED | 10522537 | 22374597 | false | $0 | false | 0.51000 |
| MID-AMERICA SURGERY CENTER LLC | ||||||||||||||
| 2401 W UNIVERSITY AVE | MUNCIE | IN | 47303 | 352002953 | HEALTHCARE | IN | CDHV | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| ROC SURGERY LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 271497960 | HEALTHCARE | IN | ROCSH | RELATED | 710147 | 0 | false | $0 | false | 0.00000 |
| ROCS HOLDINGS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 454148369 | HEALTHCARE | IN | IUH | RELATED | 0 | 0 | false | $0 | false | 0.51000 |
| SENATE STREET SURGERY CENTER LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 421709357 | HEALTHCARE | IN | SSSCH | RELATED | 1712258 | 0 | false | $0 | false | 0.00000 |
| SSSC HOLDINGS LLC | ||||||||||||||
| 3000 RIVERCHASE GALLERIA STE 500 | BIRMINGHAM | AL | 35244 | 454148167 | HEALTHCARE | IN | IUH | RELATED | 0 | 0 | false | $0 | false | 0.51000 |
| THE HEALTHCARE GROUP LLC | ||||||||||||||
| 1776 MERIDIAN ST STE 300 | INDIANAPOLIS | IN | 46202 | 352067373 | MANAGED CARE | IN | IUH | UNRELATED | 1136995 | 190152 | false | $1,124,459 | false | 0.00000 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BMH MEDICAL PAVILION ASSOCIATION INC | ||||||||||||||||
| 2525 W UNIVERSITY AVE | MUNCIE | IN | 47303 | 351858408 | CONDO MANAGEMENT | IN | IUHBMH | C | 0 | 0 | 0.00000 | |||||
| CARDINAL HEALTH VENTURES INC | ||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351611424 | MANAGEMENT | IN | IUHBMH | C | 0 | 0 | 0.00000 | |||||
| CHV CAPITAL INC | ||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 260752507 | VENTURE CAPITAL | IN | IUH | C | 624996 | 112212 | 1.00000 | |||||
| IU HEALTH ACO INC | ||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 454421020 | HEALTHCARE | IN | IUH | C | 0 | 0 | 0.00000 | |||||
| IU HEALTH BOARD DESIGNATED TRUST | ||||||||||||||||
| 400 HOWARD ST | SAN FRANCISCO | CA | 94105 | 306309021 | INVESTMENTS | IN | IUH | T | -489991 | 0 | 1.00000 | |||||
| IU HEALTH NTGI S&P500 FUND CF | ||||||||||||||||
| PO BOX 804358 | CHICAGO | IL | 60680 | 306298263 | INVESTMENTS | IN | IUH | T | 1296516 | 0 | 1.00000 | |||||
| IU HEALTH PLANS INC | ||||||||||||||||
| 1776 MERIDIAN ST STE 300 | INDIANAPOLIS | IN | 46202 | 262127080 | HMO | IN | IUH | C | 107627202 | 8076258 | 1.00000 | |||||
| IU HEALTH RISK PURCHASING GROUP INC | ||||||||||||||||
| 151 MEETING ST STE 301 | CHARLESTON | SC | 29401 | 260202446 | INSURANCE | IN | IUH | C | 0 | 0 | 1.00000 | |||||
| IU HEALTH RISK RETENTION GROUP INC | ||||||||||||||||
| 151 MEETING ST STE 301 | CHARLESTON | SC | 29401 | 201107674 | INSURANCE | SC | IUH | C | 3430505 | 8638274 | 0.97000 | |||||
| IU HEALTH SOUTHERN IN PHYSICIANS INC | ||||||||||||||||
| PO BOX 1149 | BLOOMINGTON | IN | 47402 | 351913875 | HEALTHCARE | IN | IUHB | C | 0 | 0 | 0.00000 | |||||
| IUH ASSURANCE LTD | ||||||||||||||||
| 980395429 | INSURANCE | IUH | C | -224982 | 89303244 | 1.00000 | 720 W BAY RD | PO BOX 69 | GRAND CAYMAN | CJ | CJ | |||||
| OCC-HEALTH REVENUE SYSTEMS INC | ||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 203308057 | WORK COMP PPO | IN | MOHC | C | 0 | 0 | 0.00000 | |||||
| PARKMOR DRUG INC | ||||||||||||||||
| 1501 S MAIN ST | GOSHEN | IN | 46526 | 131394980 | PHARMACY SALES | IN | GHS | C | 0 | 0 | 0.00000 | |||||
| PILR INC | ||||||||||||||||
| 200 HIGH PARK AVE | GOSHEN | IN | 46526 | 204294750 | DEVELOPMENT | IN | GHS | C | 0 | 0 | 0.00000 | |||||
| RADIATION ONCOLOGY RESOURCES INC | ||||||||||||||||
| 200 HIGH PARK AVE | GOSHEN | IN | 46526 | 262008424 | HEALTHCARE | IN | GHS | C | 0 | 0 | 0.00000 | |||||
| SCANS INC | ||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 453080392 | HEALTHCARE | IN | CHVF1 | C | 0 | 0 | 0.00000 | |||||
| UNIVERSITY HEALTH MANAGEMENT INC | ||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 272891143 | MANAGEMENT | IN | CHV | C | 0 | 0 | 0.00000 | |||||
| UNIVERSITY HEALTH MGMT (CHINA) INC | ||||||||||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 273891311 | MANAGEMENT | IN | CHV | C | 0 | 0 | 0.00000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | true | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (65 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| IU HEALTH ARNETT INC | ||
| A | 13101079 | FMV |
| IU HEALTH BEDFORD INC | ||
| A | 295250 | FMV |
| GOSHEN HOSPITAL ASSOCIATION INC | ||
| A | 1848543 | FMV |
| HEALTH VENTURE MANAGEMENT LLC | ||
| A | 95674 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| A | 253349 | FMV |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | ||
| A | 80911 | FMV |
| CLARIAN TRANSPLANT INSTITUTE INC | ||
| B | 999996 | FMV |
| METHODIST RESEARCH INSTITUTE INC | ||
| B | 2437472 | FMV |
| METHODIST HEALTH FOUNDATION INC | ||
| C | 448754 | FMV |
| IU HEALTH ARNETT INC | ||
| I | 429885 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| I | 264156 | FMV |
| BELTWAY SURGERY CENTERS LLC | ||
| I | 1031342 | FMV |
| CHV CAPITAL INC | ||
| I | 62950 | FMV |
| EAGLE HIGHLANDS SURGERY CENTER LLC | ||
| I | 411890 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| I | 4203381 | FMV |
| SENATE STREET SURGERY CENTER LLC | ||
| I | 142464 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| J | 346620 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| J | 64635 | FMV |
| IU HEALTH ARNETT INC | ||
| K | 30612611 | FMV |
| IU HEALTH BEFORD INC | ||
| K | 776330 | FMV |
| IU HEALTH BLACKFORD HOSPITAL INC | ||
| K | 309628 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| K | 33156011 | FMV |
| BALL OUTPATIENT SURGERY CENTER LLC | ||
| K | 1429696 | FMV |
| BELTWAY SURGERY CENTERS LLC | ||
| K | 4436600 | FMV |
| IU HEALTH BLOOMINGTON INC | ||
| K | 2987317 | FMV |
| CLARIAN TRANSPLANT INSTITUTE INC | ||
| K | 198984 | FMV |
| EAGLE HIGHLANDS SURGERY CENTER LLC | ||
| K | 1960841 | FMV |
| GOSHEN HOSPITAL ASSOCIATION INC | ||
| K | 1349510 | FMV |
| IU HEALTH PLANS INC | ||
| K | 346099 | FMV |
| INDIANA ENDOSCOPY CENTERS LLC | ||
| K | 1391338 | FMV |
| INDIANA RADIOLOGY PARTNERS INC | ||
| K | 3863599 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| K | 19864101 | FMV |
| IU HEALTH LAPORTE INC | ||
| K | 1583419 | FMV |
| METHODIST OCCUPATIONAL HEALTH CENTERS INC | ||
| K | 911478 | FMV |
| ROC SURGERY LLC | ||
| K | 2767552 | FMV |
| IU HEALTH RISK RETENTION GROUP INC | ||
| K | 1335000 | FMV |
| SENATE STREET SURGERY CENTER LLC | ||
| K | 2033602 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| K | 351452 | FMV |
| IU HEALTH ARNETT INC | ||
| L | 99574 | FMV |
| IU HEALTH BALL MEMORIAL PHYSICIANS INC | ||
| L | 72000 | FMV |
| CHV FUND I LLC | ||
| L | 624996 | FMV |
| CLARIAN TRANSPLANT INSTITUE INC | ||
| L | 2893416 | FMV |
| IU HEALTH NORTH HOSPITAL INC | ||
| L | 567920 | FMV |
| HEALTH VENTURE MANAGEMENT LLC | ||
| L | 2586877 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| L | 42370365 | FMV |
| METHODIST OCCUPATIONAL HEALTH CENTERS INC | ||
| L | 2305929 | FMV |
| IU HEALTH ARNETT INC | ||
| N | 507018 | FMV |
| IU HEALTH BEDFORD INC | ||
| N | 291816 | FMV |
| IU HEALTH BLACKFORD HOSPITAL INC | ||
| N | 775937 | FMV |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | ||
| N | 877711 | FMV |
| IU HEALTH PLANS INC | ||
| N | 155838 | FMV |
| IU HEALTH CARE ASSOCIATES INC | ||
| N | 8952615 | FMV |
| ROC SURGERY LLC | ||
| N | 108552 | FMV |
| IU HEALTH TIPTON HOSPITAL INC | ||
| N | 256873 | FMV |
| INDIANA RADIOLOGY PARTNERS INC | ||
| N | 408049 | FMV |
| IUH ASSURANCE LTD | ||
| Q | 5866170 | FMV |
| IU HEALTH RISK RETENTION GROUP INC | ||
| Q | 10185431 | FMV |
| IU HEALTH PLANS INC | ||
| Q | 80202388 | FMV |
| THE HEALTHCARE GROUP LLC | ||
| Q | 584914 | FMV |
| INDIANA ENDOSCOPY CENTERS LLC | ||
| R | 4193475 | FMV |
| IUH SURGERY CENTERS LLC | ||
| R | 4227900 | FMV |
| CLARIAN HEALTH NORTH LLC | ||
| R | 9821865 | FMV |
| ROC SURGERY LLC | ||
| R | 230000 | FMV |
| SENATE STREET SURGERY CENTERS LLC | ||
| R | 2937200 | FMV |
| CLARIAN HEALTH WEST LLC | ||
| R | 6426000 | FMV |