INDIANA UNIVERSITY HEALTH INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA UNIVERSITY HEALTH INC (EIN 35-1955872)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201133159349300608
- Schema version
- 2010v3.4
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T07:53:50-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 |
| Business Name Line2 | F/K/A CLARIAN HEALTH PARTNERS INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INDI | NameControl |
| Phone | 3179624597 | 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 | ISADORE RIVAS | Name |
| Title | CFO | Title |
| Date Signed | 2011-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNIFER RHODERICK | Name |
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | 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 | 2622112561 | 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 | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 16514 | TotalNbrEmployees |
| Total Nbr Volunteers | 1279 | TotalNbrVolunteers |
| Total Gross UBI | 18934597 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 2191664 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10663050 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10303503 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2152202438 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2314094838 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -51361237 | InvestmentIncomePriorYear |
| Investment Income Current Year | 99233443 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 32456281 | OtherRevenuePriorYear |
| Other Revenue Current Year | 41156988 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2143960532 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2464788772 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 30446391 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 22673782 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 880381556 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 920720778 | 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 | 1133213656 | OtherExpensePriorYear |
| Other Expenses Current Year | 1291802047 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2044041603 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2235196607 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 99918929 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 229592165 | RevenuesLessExpensesCY |
| Total Assets BOY | 3585775876 | TotalAssetsBOY |
| Total Assets EOY | 4042172031 | TotalAssetsEOY |
| Total Liabilities BOY | 1954329127 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2303021743 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1631446749 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1739150288 | 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 | 1942155229 | Expense |
| Grants | 22673782 | Grants |
| Revenue | 2358643098 | Revenue |
| Description | Indiana University Health, Inc. ("IU Health") provides acute inpatient and outpatient medical services to patients without regard for their ability to pay. Additionally, IU Health is committed to ongoing medical education and research. During 2010, IU Health provided financial assistance and community benefits at cost of $300,893,607 and community building activities at cost of $1,119,956. See Schedule O for additional information on IU Health's 2010 program service accomplishments. | Description |
| Total Program Service Expense | 1942155229 | 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 | false | 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 | false | 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 |
| Number Forms Transmitted With1096 | 1066 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 16514 | 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 |
| 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 | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | 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 | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| 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 | CARA BREIDSTER | NamePerson |
| Telephone Number | 3179624597 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN ST SUITE 800 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (31 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 | ||||
| THE HON SARAH EVANS BARKER | |||||||||
| DIRECTOR | 6.0 | X | 0 | 0 | 0 | ||||
| WILLIAM R CAST MD | |||||||||
| DIRECTOR | 6.0 | X | 18750 | 0 | 0 | ||||
| D CRAIG BRATER MD | |||||||||
| VICE CHAIRMAN | 6.0 | X | 29991 | 0 | 0 | ||||
| THOMAS W CHAPMAN PHD | |||||||||
| VICE CHAIRMAN | 6.0 | X | 22750 | 0 | 0 | ||||
| BISHOP MICHAEL COYNER | |||||||||
| DIRECTOR | 6.0 | X | 0 | 0 | 0 | ||||
| DANIEL F EVANS JR | |||||||||
| PRESIDENT & CEO, DIRECTOR | 55.0 | X | 1252646 | 0 | 828133 | X | |||
| CHARLES E GOLDEN | |||||||||
| DIRECTOR | 6.0 | X | 42500 | 0 | 0 | ||||
| DAVID W GOODRICH | |||||||||
| DIRECTOR | 6.0 | X | 44500 | 0 | 0 | ||||
| MICHAEL A MCROBBIE PHD | |||||||||
| DIRECTOR | 6.0 | X | 23500 | 0 | 0 | ||||
| JAMES E LINGEMAN MD | |||||||||
| DIRECTOR | 6.0 | X | 26500 | 741969 | 46352 | ||||
| ANGELA BARRON MCBRIDE PHD | |||||||||
| DIRECTOR | 6.0 | X | 25000 | 0 | 0 | ||||
| MARVIN G PEMBER | |||||||||
| EXECUTIVE VP & CFO | 55.0 | 864639 | 0 | 516323 | X | ||||
| NORMAN G TABLER JR | |||||||||
| SVP & GEN. COUNSEL, SECRETARY | 55.0 | 584679 | 0 | 28626 | X | ||||
| RICHARD F GRAFFIS MD | |||||||||
| EXECUTIVE VP & CMO | 55.0 | 1284703 | 0 | 37808 | X | ||||
| SAMUEL L ODLE | |||||||||
| EXECUTIVE VP & COO | 55.0 | 883525 | 0 | 390195 | X | ||||
| LINDA Q EVERETT | |||||||||
| EXECUTIVE VP & CNO | 55.0 | 470159 | 0 | 112898 | X | ||||
| DEBRA L UHL | |||||||||
| COO (UNIVERSITY) | 55.0 | 258641 | 0 | 35681 | X | ||||
| LINDA CHASE | |||||||||
| VP - NURSING (METHODIST) | 55.0 | 150161 | 0 | 11677 | X | ||||
| JOHN C KOHNE MD | |||||||||
| COO (METHODIST) | 55.0 | 439478 | 0 | 114226 | X | ||||
| DANIEL L FINK | |||||||||
| CEO (RILEY) | 55.0 | 513522 | 0 | 118283 | X | ||||
| JIM JORGENSON | |||||||||
| VP - CHIEF PHARMACY OFFICER | 55.0 | 220253 | 0 | 35172 | X | ||||
| DIANE J THOMPSON | |||||||||
| VP - NURSING (UNIVERSITY) | 55.0 | 217293 | 0 | 32723 | X | ||||
| WOODROW A COREY MD | |||||||||
| PHYSICIAN EXECUTIVE | 55.0 | 767103 | 114184 | 50482 | X | ||||
| LAWRENCE S KLEIN MD | |||||||||
| PHYSICIAN | 55.0 | 751397 | 0 | 35627 | X | ||||
| SAMI AASAR MD | |||||||||
| PHYSICIAN | 55.0 | 750427 | 0 | 48442 | X | ||||
| EDWARD HARLAMERT MD | |||||||||
| PHYSICIAN | 55.0 | 747381 | 0 | 48442 | X | ||||
| TALAL HAMDAN MD | |||||||||
| PHYSICIAN | 55.0 | 745435 | 0 | 45442 | X | ||||
| MARILYN COX | |||||||||
| SVP - NURSING & PCS (RILEY) | 55.0 | 258937 | 0 | 152101 | X | ||||
| RHONDA E SMITH | |||||||||
| VP - NURSING & PCS (METHODIST) | 55.0 | 212694 | 0 | 164927 | X | ||||
| RICHARD S HELSPER | |||||||||
| VP - OPERATIONS | 55.0 | 1620 | 268049 | 8620 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 11608184 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1124202 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2862180 | TotalOtherCompensation |
| Number Individuals GT100 K | 687 | 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 |
|---|---|---|---|---|---|
| TURNER-HARMON CONSTRUCTION | |||||
| 9190 PRIORITY WAY WEST SUITE 201 | INDIANAPOLIS | IN | 46240 | CONSTRUCTION | 32114882 |
| CERNER CORP | |||||
| 2800 ROCKCREEK PARKWAY | KANSAS CITY | MO | 54117 | CONSULTING SERVICES | 20749125 |
| PEPPER CONSTRUCTION COMPANY OF IN | |||||
| 1850 W 115TH STREET | INDIANAPOLIS | IN | 46202 | CONSTRUCTION | 19381160 |
| OMNIFLIGHT HELICOPTERS INC | |||||
| 16145 ADDISON ROAD SUITE 400 | ADDISON | TX | 75001 | HELICOP. MAINTENANCE | 6977665 |
| UNITED HOSPITAL SERVICES LLC | |||||
| 9948 PARK DAVIS DRIVE | INDIANAPOLIS | IN | 46235 | LAUNDRY SERVICES | 5089031 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 259 | NumberOfContractorsGT100K |
| Related Organizations | 5591978 | RelatedOrganizations |
| Government Grants | 4149338 | GovernmentGrants |
| All Other Contributions | 562187 | AllOtherContributions |
| Total Contributions | 10303503 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 621110 | 1819551642 | 1819551642 | 0 |
| SUPPORT SERVICES | 541990 | 103794954 | 92074156 | 11720798 |
| LAB SERVICES | 621511 | 280643695 | 276747334 | 3896361 |
| PHARMACY | 446110 | 45026487 | 43743603 | 1282884 |
| OTHER PROGRAM SERVICE REVENUE | 900099 | 65078060 | 64951369 | 126691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2314094838 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 58953786 | TotalRevenueColumn |
| Related Or Exempt Function Income | 44548260 | RelatedOrExemptFunctionIncome |
| Exclusion | $14,405,526 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43223 | TotalRevenueColumn |
| Exclusion | $43,223 | 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 | 12909597 | Real |
| Personal | 23764 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12909597 | Real |
| Personal | 23764 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12933361 | TotalRevenueColumn |
| Unrelated Business Revenue | 83736 | UnrelatedBusinessRevenue |
| Exclusion | $12,849,625 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 195913834 | Securities |
| Other | 1646389 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 154742486 | Securities |
| Other | 2581303 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41171348 | Securities |
| Other | -934914 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40236434 | TotalRevenueColumn |
| Exclusion | $40,236,434 | 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 | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| CAFETERIA | 722212 | 6260362 | 0 | $6,260,362 |
| PARKING | 812930 | 1328672 | 0 | $1,328,672 |
| TELEPHONE | 900099 | 1168817 | 0 | $1,168,817 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19465776 | TotalRevenueColumn |
| Unrelated Business Revenue | 1824127 | UnrelatedBusinessRevenue |
| Exclusion | $17,641,649 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 28223627 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2464788772 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2341616364 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 18934597 | UnrelatedBusinessRevenue |
| Exclusion | $93,934,308 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22673782 | Total |
| Program Services | 22673782 | 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 | 9634931 | Total |
| Program Services | 7881374 | ProgramServices |
| Management And General | 1753557 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 720682028 | Total |
| Program Services | 589517899 | ProgramServices |
| Management And General | 131164129 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47065441 | Total |
| Program Services | 38499531 | ProgramServices |
| Management And General | 8565910 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90385254 | Total |
| Program Services | 73935138 | ProgramServices |
| Management And General | 16450116 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52953124 | Total |
| Program Services | 43315655 | ProgramServices |
| Management And General | 9637469 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2383971 | Total |
| Management And General | 2383971 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5457648 | Total |
| Management And General | 5457648 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3407429 | Total |
| Management And General | 3407429 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 615634 | Total |
| Management And General | 615634 | 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 | 1261502 | Total |
| Management And General | 1261502 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198909462 | Total |
| Program Services | 162707940 | ProgramServices |
| Management And General | 36201522 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22233054 | Total |
| Program Services | 18186638 | ProgramServices |
| Management And General | 4046416 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29110260 | Total |
| Program Services | 23812193 | ProgramServices |
| Management And General | 5298067 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76433361 | Total |
| Program Services | 62522489 | ProgramServices |
| Management And General | 13910872 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65619399 | Total |
| Program Services | 53676668 | ProgramServices |
| Management And General | 11942731 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2231337 | Total |
| Program Services | 1825234 | ProgramServices |
| Management And General | 406103 | 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 | 212395 | Total |
| Program Services | 173739 | ProgramServices |
| Management And General | 38656 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32477446 | Total |
| Program Services | 26566551 | ProgramServices |
| Management And General | 5910895 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131244303 | Total |
| Program Services | 107357840 | ProgramServices |
| Management And General | 23886463 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16324226 | Total |
| Program Services | 13353217 | ProgramServices |
| Management And General | 2971009 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DRUGS/SUPPLIES/HEALTH CLAIMS | 501223508 | 501223508 | |
| EDUCATION & RESEARCH SUPPORT | 61353000 | 61353000 | |
| BAD DEBT | 112965253 | 112965253 | |
| DUES | 2155112 | 2155112 | |
| INCOME TAX | 991107 | 991107 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25192640 | Total |
| Program Services | 20607580 | ProgramServices |
| Management And General | 4585060 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2235196607 | Total |
| Program Services | 1942155229 | ProgramServices |
| Management And General | 293041378 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 695 | BOY |
| EOY | 16362 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188813440 | BOY |
| EOY | 419885647 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269671236 | BOY |
| EOY | 267310561 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 807880570 | BOY |
| EOY | 761304821 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37571330 | BOY |
| EOY | 41652571 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15145420 | BOY |
| EOY | 67924931 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3090499933 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1600432282 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1339240316 | BOY |
| EOY | 1490067651 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 828582703 | BOY |
| EOY | 900782656 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84096983 | BOY |
| EOY | 76333741 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3898864 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14773183 | BOY |
| EOY | 12994226 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3585775876 | BOY |
| EOY | 4042172031 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231144449 | BOY |
| EOY | 295564132 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15085944 | BOY |
| EOY | 142473611 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1163658119 | BOY |
| EOY | 1089553181 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 322802005 | BOY |
| EOY | 384935514 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221638610 | BOY |
| EOY | 390495305 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1954329127 | BOY |
| EOY | 2303021743 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1626226697 | BOY |
| EOY | 1733963848 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 320971 | BOY |
| EOY | 288359 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4899081 | BOY |
| EOY | 4898081 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1631446749 | BOY |
| EOY | 1739150288 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3585775876 | BOY |
| EOY | 4042172031 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 229592165 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -121888626 | 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 | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $615,634 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 615634 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule C, Part IV | Identifier |
| Return Reference | Political Campaign and Lobbying Activities | ReturnReference |
| Explanation | Indiana University Health, Inc. ("IU Health") paid dues to the American Hospital Association of $310,470 and $483,260 to the Indiana Hospital Association for 2010. The American Hospital Association used 23.76% of the dues for lobbying, while the Indiana Hospital Association used 5.45% for lobbying. The lobbying expenditures made by the American Hospital Association, as a portion of the IU Health dues, were $73,768. The lobbying expenditures made by the Indiana Hospital Association, as a portion of the IU Health dues, were $26,338. The dues IU Health paid to the American Hospital Association and Indiana Hospital Association include payments made on behalf of IU Health Arnett Hospital, IU Health Ball Memorial Hospital, IU Health Bedford Hospital, IU Health Blackford Hospital, IU Health Bloomington Hospital, IU Health Goshen Hospital, IU Health LaPorte Hospital, IU Health Paoli Hospital, IU Health Starke Hospital, and IU Health Tipton Hospital. All of the above are Section 501(c)(3) hospitals and subsidiaries of IU Health. In addition to the above sums, IU Health spent $515,528 for lobbying State and Federal issues. During 2010, IU Health lobbied Congress on the following issues: - Healthcare Reform Legislation (In General) - Patient Protection and Affordable Care Act - Changes to Hospital Wage Indexes - Changes to Outpatient Prospective Payment System (OPPS) Reimbursement - 340B Reimbursement - USDA Rural Grant Development - Congressional Appropriations/Budget Requests - Electronic Health Records and Multi-Campus hospitals During 2010, IU Health lobbied at the State Level on the following issues: - Restructuring Indiana's Hospital Supplemental Payment Distribution Program - Statewide Smoking Ban - Provider Reimbursements - Medicaid Reimbursement Policies - Workers Compensation - Taxation (In General) | Explanation |
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 | 5220052 | BeginningOfYearBalance |
| Grants Or Scholarships | 33612 | GrantsOrScholarships |
| End Of Year Balance | 5186440 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 0.94440 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05560 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | 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 | 134897667 | OtherCostOrOtherBasis |
| Book Value | 134897667 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 633240830 | OtherCostOrOtherBasis |
| Depreciation | 310214754 | Depreciation |
| Book Value | 323026076 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 577211980 | OtherCostOrOtherBasis |
| Depreciation | 337267574 | Depreciation |
| Book Value | 239944406 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1192551900 | OtherCostOrOtherBasis |
| Depreciation | 931519451 | Depreciation |
| Book Value | 261032449 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 552597556 | OtherCostOrOtherBasis |
| Depreciation | 21430503 | Depreciation |
| Book Value | 531167053 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1490067651 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SELF INSURANCE TRUST EST. CLAIMS | $3,531,850 |
| D/B RETIREMENT LIABILITY | $18,831,475 |
| SERP RETIREMENT LIABILITY | $7,885,985 |
| DUE TO AFFILIATES | $168,391,823 |
| ACCRUED INTEREST ON BONDS | $13,949,656 |
| ENVIRONMENTAL OBLIGATIONS | $4,562,489 |
| ESTIMATED 3RD PARTY SETTLEMENT | $33,412,104 |
| MARK-TO-MARKET/SWAP LIABILITY | $139,929,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 390495305 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule D, Part V | 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 | Indiana University Health, Inc. ("IU Health") adopted FIN 48 in 2007. No disclosures were required in 2010 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 (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | SELF-INSURANCE | 5950113 |
| Central America and the Caribbean | 0 | 0 | Unrelated Trade or Business | N/A | 0 |
| Central America and the Caribbean | 0 | 0 | Investments | N/A | 389480084 |
| Central America and the Caribbean | 0 | 0 | Conduct board meetings | N/A | 50917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 395481114 | SubtotalAmountSpent |
| Total Amount Spent | 395481114 | 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 | Identifier |
| Return Reference | Line 3 - Activities per Region | ReturnReference |
| Explanation | The amounts reported on Schedule F, Part I, Line 3 represent insurance premiums paid directly to an off-shore captive and travel and meeting expenses paid to attend an off-shore captive meeting. 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 |
| Pcent400 | X | Pcent400 |
| 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 | 40176 | PersonsServed |
| Total Community Benefit Expense | 78047705 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 78047705 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03290 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 301693 | PersonsServed |
| Total Community Benefit Expense | 563937136 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 438070213 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 125866923 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05310 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 341869 | PersonsServed |
| Total Community Benefit Expense | 641984841 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 438070213 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 203914628 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08600 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 60 | NumberOfActivitiesOrPrograms |
| Persons Served | 49706 | PersonsServed |
| Total Community Benefit Expense | 12945513 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 45238 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 12900275 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00540 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 11 | NumberOfActivitiesOrPrograms |
| Persons Served | 10141 | PersonsServed |
| Total Community Benefit Expense | 66844523 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 10218058 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 56626465 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02390 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 4 | NumberOfActivitiesOrPrograms |
| Persons Served | 4538 | PersonsServed |
| Total Community Benefit Expense | 5206393 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1302775 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3903618 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00160 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 3 | NumberOfActivitiesOrPrograms |
| Persons Served | 40 | PersonsServed |
| Total Community Benefit Expense | 15887873 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 15887873 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00670 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 17 | NumberOfActivitiesOrPrograms |
| Persons Served | 83248 | PersonsServed |
| Total Community Benefit Expense | 7660748 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 7660748 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00320 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 95 | NumberOfActivitiesOrPrograms |
| Persons Served | 147673 | PersonsServed |
| Total Community Benefit Expense | 108545050 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 11566071 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 96978979 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04080 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 95 | NumberOfActivitiesOrPrograms |
| Persons Served | 489542 | PersonsServed |
| Total Community Benefit Expense | 750529891 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 449636284 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 300893607 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.12680 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 396 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 396 | NetCommunityBuildingExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2 | NumberOfActivitiesOrPrograms |
| Persons Served | 2148 | PersonsServed |
| Total Community Building Expense | 14883 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 14883 | NetCommunityBuildingExpense |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
Leadership Development LeadershipDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 3 | NumberOfActivitiesOrPrograms |
| Persons Served | 36825 | PersonsServed |
| Total Community Building Expense | 1104677 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 1104677 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
Other Other
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 6 | NumberOfActivitiesOrPrograms |
| Persons Served | 38973 | PersonsServed |
| Total Community Building Expense | 1119956 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 1119956 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReported |
| Bad Debt Expense | $48,060,100 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 399610844 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 436217190 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -36606346 | 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 (6 entries)
| Description Ent Primary ActivityDescriptionEntPrimaryActivity | Organization Profit Or OwnershipOrganizationProfitOrOwnership | Officers Etc Profit Or OwnershipOfficersEtcProfitOrOwnership | Physicans Profit Or OwnershipPhysicansProfitOrOwnership |
|---|---|---|---|
| CLARIAN HEALTH NORTH | |||
| ACUTE CARE HOSPITAL | 0.63810 | 0.00000 | 0.36190 |
| CLARIAN HEALTH WEST | |||
| ACUTE CARE HOSPITAL | 0.76884 | 0.00000 | 0.23116 |
| BELTWAY SURG CENTERS | |||
| AMBULATORY SURGERY CENTER | 0.50000 | 0.00000 | 0.50000 |
| SENATE ST SURG CTR | |||
| AMBULATORY SURGERY CENTER | 0.58000 | 0.00000 | 0.42000 |
| IND ENDOSCOPY CTRS | |||
| AMBULATORY SURGERY CENTER | 0.51000 | 0.00000 | 0.49000 |
| ROC SURGERY | |||
| AMBULATORY SURGERY CENTER | 0.58974 | 0.00000 | 0.41026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 5 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| IU HEALTH METHODIST HOSPITAL | ||||||||||
| 1 | 1701 N SENATE BOULEVARD | INDIANAPOLIS | IN | 46206 | 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 NORTH HOSPITAL | ||||||||||
| 4 | 11700 NORTH MERIDIAN STREET | CARMEL | IN | 46032 | X | X | X | X | ||
| IU HEALTH WEST HOSPITAL | ||||||||||
| 5 | 1111 NORTH RONALD REAGAN PARKWAY | AVON | IN | 46123 | X | X | X | |||
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (5 entries)
| Hospital Facility NumberHospitalFacilityNumber |
|---|
| IU HEALTH METHODIST HOSPITAL |
| 1 |
| RILEY HOSP FOR CHILDREN AT IU HEALTH |
| 2 |
| IU HEALTH UNIVERSITY HOSPITAL |
| 3 |
| IU HEALTH NORTH HOSPITAL |
| 4 |
| IU HEALTH WEST HOSPITAL |
| 5 |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 52 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (52 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| BELTWAY SURGERY CENTER | ||||
| 151 N PENNSYLVANIA PARKWAY | INDIANAPOLIS | IN | 46280 | AMBULATORY SURGERY CENTER |
| SENATE STREET SURGERY CENTER | ||||
| 1801 N SENATE BLVD | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY CENTER |
| EAGLE HIGHLANDS SURGERY CENTER | ||||
| 6850 PARKDALE PLACE | INDIANAPOLIS | IN | 46254 | AMBULATORY SURGERY CENTER |
| BELTWAY SURGERY CENTER - SPRINGMILL | ||||
| 200 WEST 103RD STREET | INDIANAPOLIS | IN | 46280 | AMBULATORY SURGERY CENTER |
| BELTWAY SURGERY CENTER - SPRINGMILL | ||||
| 200 WEST 103RD STREET SUITE 2400 | INDIANAPOLIS | IN | 46290 | AMBULATORY SURGERY CENTER |
| IU HEALTH CARDIOVASCULAR SURGEONS | ||||
| 1701 NORTH SENATE BLVD SUITE 755 | INDIANAPOLIS | IN | 46202 | CARDIOVASCULAR CENTER |
| METHODIST MEDICAL PLAZA-EAGLE HIGHLANDS | ||||
| 6850 PARKDALE PLACE | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC CENTER |
| METHODIST MEDICAL PLAZA - SOUTH | ||||
| 8820 SOUTH MERIDIAN STREET | INDIANAPOLIS | IN | 46217 | DIAGNOSTIC CENTER |
| INDIANA ENDOSCOPY CENTER | ||||
| 10967 ALLISONVILLE ROAD SUITE 100 | FISHERS | IN | 46038 | AMBULATORY SURGERY CENTER |
| INDIANA ENDOSCOPY CENTER | ||||
| 1115 RONALD REAGAN PARKWAY SUITE 3 | AVON | IN | 46123 | AMBULATORY SURGER CENTER |
| INDIANA ENDOSCOPY CENTER | ||||
| 1801 N SENATE BLVD SUITE 401 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGER CENTER |
| SPRINGMILL MEDICAL CLINIC | ||||
| 200 WEST 103RD STREET SUITE 1200 | INDIANAPOLIS | IN | 46290 | LABORATORY |
| DIALYSIS CENTER | ||||
| 2140 N CAPITOL AVENUE | INDIANAPOLIS | IN | 46202 | DIALYSIS CENTER |
| IU HEALTH SLEEP APNEA EDUCATION CTR | ||||
| 1111 N RONALD REAGAN PARKWAY | AVON | IN | 46213 | SLEEP APNEA CENTER |
| IU HEALTH SLEEP APNEA EDUCATION CTR | ||||
| 11590 N MERIDIAN STREET SUITE 410 | CARMEL | IN | 46032 | SLEEP APNEA CENTER |
| IU HEALTH HOME CARE | ||||
| 1300 STATE STREET SUITE 2E | LAPORTE | IN | 46350 | HOME HEALTH CARE CENTER |
| IU HEALTH HOME CARE | ||||
| 1411 WEST COUNTY LINE ROAD | GREENWOOD | IN | 46142 | HOME HEALTH CARE CENTER |
| IU HEALTH HOME CARE | ||||
| 1828 N ILLINOIS STREET | INDIANAPOLIS | IN | 46202 | HOME HEALTH CARE CENTER |
| IU HEALTH HOME CARE | ||||
| 2401 LOY DRIVE SUITE 202 | LAFAYETTE | IN | 47909 | HOME HEALTH CARE CENTER |
| IU HEALTH SLEEP APNEA EDUCATION CTR | ||||
| 6000 W KILGORE | MUNCIE | IN | 47396 | SLEEP APNEA HOME HEALTH CARE CENTER |
| IU HEALTH HOME CARE | ||||
| 702 N ILLINOIS STREET | INDIANAPOLIS | IN | 46204 | HOME HEALTH CARE CENTER |
| IU HEALTH SLEEP APNEA EDUCATION CTR | ||||
| 714 N SENATE AVE SUITE 120 | INDIANAPOLIS | IN | 46202 | SLEEP APNEA HOME HEALTH CARE CENTER |
| METHODIST CARDIOLOGY PHYSICIANS | ||||
| 1801 NORTH SENATE BLVD SUITE 310 | INDIANAPOLIS | IN | 46202 | CARDIOLOGY CENTER |
| IU HEALTH SOUTH RETAIL PHARMACY | ||||
| 8820 S MERIDIAN STREET SUITE 105 | INDIANAPOLIS | IN | 46217 | PHARMACY |
| METHODIST CARDIOLOGY PHYSICIANS | ||||
| 11725 NORTH ILLINOIS STREET SUITE | CARMEL | IN | 46032 | CARDIOLOGY CENTER |
| METHODIST MEDICAL PLAZA - EAST | ||||
| 9660 EAST WASHINGTON STREET | INDIANAPOLIS | IN | 46229 | DIAGNOSTIC AND OUTPATIENT SURGERY CENTER |
| HEART PARTNERS OF INDIANA | ||||
| 10967 ALLISONVILLE ROAD SUITE 240 | FISHERS | IN | 46038 | CARDIOVASCULAR CENTER |
| HEART PARTNERS OF INDIANA | ||||
| 8075 N SHADELAND AVENUE SUITE 350 | INDIANAPOLIS | IN | 46250 | CARDIOVASCULAR CENTER |
| IU HEALTH SLEEP DISORDERS CENTER | ||||
| 11590 N MERIDIAN STREET SUITE 410 | INDIANAPOLIS | IN | 46032 | SLEEP DISORDERS CENTER |
| IU HEALTH BARIATRIC CENTER | ||||
| 6640 INTECH BLVD SUITE 300 | INDIANAPOLIS | IN | 46278 | BARIATRIC CENTER |
| METHODIST MEDICAL PLAZA - CARMEL | ||||
| 151 PENNSYLVANIA PARKWAY | CARMEL | IN | 46280 | DIAGNOSTIC CENTER |
| METHODIST MEDICAL PLAZA - GEORGETOWN | ||||
| 4880 CENTURY PLAZA ROAD | INDIANAPOLIS | IN | 46254 | DIAGNOSTIC CENTER |
| IU HEALTH HOME CARE | ||||
| 3900 MCCARTY LANE SUITE 102 | LAFAYETTE | IN | 47909 | HOME HEALTH CARE CENTER |
| ROC SURGERY CENTER | ||||
| 702 BARNHILL DRIVE SUITE 201 | INDIANAPOLIS | IN | 46202 | AMBULATORY SURGERY CENTER |
| IU HEALTH HOME DIALYSIS CENTER | ||||
| 8830 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | DIALYSIS CENTER |
| IU HEALTH EAST RETAIL PHARMACY | ||||
| 9650 E WASHINGTON STREET | INDIANAPOLIS | IN | 46229 | PHARMACY |
| HEART PARTNERS OF INDIANA | ||||
| 1210B MEDICAL ARTS BLVD STE 144 | ANDERSON | IN | 46011 | CARDIOVASCULAR CENTER |
| IU HEALTH GEORGETOWN RETAIL PHARMACY | ||||
| 4880 CENTURY PLAZA ROAD SUITE 150 | INDIANAPOLIS | IN | 46254 | PHARMACY |
| IU HEALTH CARDIOVASCULAR SURGEONS | ||||
| 637 S WALKER SUITE 2 | BLOOMINGTON | IN | 47403 | CARDIOVASCULAR CENTER |
| IU HEALTH HOME CARE | ||||
| 1502 CLINIC DRIVE | BEDFORD | IN | 47421 | HOME HEALTH CARE CENTER |
| HEART PARTNERS OF INDIANA | ||||
| 11725 N ILLINOIS STREET STE LL 05 | CARMEL | IN | 46032 | CARDIOVASCULAR CENTER |
| IU HEALTH REHAB | ||||
| 6820 PARKDALE PLACE SUITE 120 | INDIANAPOLIS | IN | 46254 | REHABILITATION CENTER |
| IU HEALTH CHARIS EATING DISORDER CLINIC | ||||
| 6640 INTECH BLVD SUITE 195 | INDIANAPOLIS | IN | 46278 | EATING DISORDERS CENTER |
| CAPITAL NEUROLOGY | ||||
| 201 PENNSYLVANIA PARKWAY 300 | INDIANAPOLIS | IN | 46280 | NEUROLOGY CENTER |
| METHODIST MEDICAL PLAZA - BROWNSBURG | ||||
| 1375 N GREEN ST SUITE 200 | BROWNSBURG | IN | 46207 | DIAGNOSTIC AND OUTPATIENT SURGERY CENTER |
| METHODIST MEDICAL PLAZA - GLENDALE | ||||
| 2620 KESSLER BLVD EAST | INDIANAPOLIS | IN | 46220 | DIAGNOSTIC CENTER |
| METHODIST CARDIOLOGY PHYSICIANS | ||||
| 6920 PARKDALE PLACE SUITE 107 | INDIANAPOLIS | IN | 46254 | CARDIOLOGY CENTER |
| IU HEALTH MRI | ||||
| 10995 ALLISONVILLE ROAD | FISHERS | IN | 46038 | MRI CENTER |
| VELOCITY SPORTS PERFORMANCE | ||||
| 1402 CHASE COURT | CARMEL | IN | 46032 | SPORTS TRAINING/REHABILITATION CENTER |
| METHODIST CARDIOLOGY PHYSICIANS | ||||
| 18077 RIVER ROAD SUITE 104 | NOBLESVILLE | IN | 46060 | CARDIOLOGY CENTER |
| IU HEALTH SLEEP APNEA EDUC CTR | ||||
| 829 N DIXON ROAD | KOKOMO | IN | 46901 | SLEEP APNEA HOME HEALTH CARE CENTER |
| HEART PARTNERS OF INDIANA | ||||
| 7231 SHADELAND STATION SUITE 100 | INDIANAPOLIS | IN | 46250 | CARDIOVASCULAR CENTER |
Form990 Schedule H Part VI Form990ScheduleHPartVI (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule H, Part I | Line 6a - Community Benefit Report | Indiana University Health, Inc.'s ("IU Health") community benefit report 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 | Line 7, Column (f) | 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 $112,965,253. |
| Schedule H, Part I | Line 7 | 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 31.67%. |
| Schedule H, Part I | Line 7g | Indiana University Health, Inc. does not include any costs associated with physician clinics as subsidized health services. |
| Schedule H, Part II | Community Building Activities | 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. |
| Schedule H, Part III | 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 | 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 | 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 | Line 2 - Needs Assessment | Communities are multifaceted and so are their health needs. IU Health understands that the health of individuals and communities are shaped by various social and environmental factors, along with health behaviors and additional influences. IU Health assessed 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 | Line 3 - Patient Education of Eligibility for Assistance | 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. |
| Schedule H, Part VI | Line 4 - Community Information | IU Health (including IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, IU Health West Hospital, and IU Health North Hospital) serves a large geographic area including patients from Marion County (69%), eight surrounding counties (Boone, Hamilton, Hancock, Hendricks, Johnson, Morgan, Shelby, and Madison) (31%). Of IU Health's total patient base, 3% of patients were from out of state. IU Health also monitors and classifies its inpatient cases by gender, age, and race. Overall, IU Health's patient base is 8% inpatient and 92% outpatient. Overall, 60% and 40% of all IU Health inpatients and outpatients combined were female and male, respectively. The race of IU Health inpatients and outpatients overall was White (71%), Black (21%), Hispanic (3%), other (3%), Asian (0%). Additionally, 52.08% of inpatient and outpatient cases in 2010 were covered by government-sponsored health care plans (Medicaid 23%), Medicare (24%) and other (2%). |
| Schedule H, Part VI | Line 5 - Promotion of Community Health | As an academic medical center, IU Health and IU School of Medicine work together to train physicians in an exceptional environment, blending breakthrough research and treatments with the highest quality of patient care. In 2010, 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 risk screenings, 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 $12 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 2010, IU Health impacted over 43,000 people through presentations, health risk screenings, school health education programs, and additional educational opportunities made available to the community, especially to community members in the greatest need of such services. IU Health also performed thousands of health screenings and identified more than 2,000 people as high risk for a variety of diseases, including heart disease, stroke and diabetes. High-risk individuals received follow-up and education to provide the resources they need to lead them on the road to improved health. In 2010, IU Health also invested thousands of hours and dollars in school systems to help students improve their health and practice safe habits. IU Health's educators visited classrooms from the cities all across the state, teaching students the importance of a healthy lifestyle and providing tools to make it a reality. Because an overweight child has an 80 percent chance of becoming an overweight adult, it's critical for today's youth to practice healthy habits, such as engaging in active play for 60 minutes a day and making healthy food choices. |
| Schedule H, Part VI | Line 6 - Affiliated Health Care System | Indiana University Health continues to broaden its reach and positive impact throughout the state of Indiana. Indiana University Health is Indiana's most comprehensive healthcare system. A unique partnership with Indiana University School of Medicine, one of the nation's leading medical schools, gives patients access to innovative treatments and therapies. IU Health is comprised of hospitals, physicians and allied services dedicated to providing preeminent care throughout Indiana and beyond. IU Health Physicians is a collaborative partnership with Indiana University Health and Indiana University School of Medicine, which 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 -Eleven clinical programs ranked among the top 50 national programs in U.S. News & World Report's 2010-11 Edition of America's Best Hospitals. -Eight 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. 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. IU Health is part of a health system that includes IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, IU Health West Hospital, IU Health North Hospital, IU Health Ball Memorial, IU Health Blackford Hospital, IU Health Bloomington Hospital, IU Health Paoli Hospital, IU Health Bedford Hospital, IU Health Tipton Hospital, IU Health La Porte Hospital, IU Health Starke Hospital, and IU Health Goshen Hospital. Although each IU Health hospital prepares and submits its own community benefits plan relative to the local community, IU Health considers its community benefit plan as part of an overall vision for strengthening Indiana's overall health. A comprehensive three-prong 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. IU Health identified the following community health needs after examining its community and utilizing the detailed community needs assessments undertaken by public health officials and community partners. 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. Access to Affordable Healthcare One of the first steps to improved health outcomes is having access to healthcare resources. A recent study out of Oregon indicated that people with health insurance were 25% more likely to report their health as good or excellent, 60% more likely to have a mammogram, 20% more likely to have their cholesterol checked and 25% less likely to have a bill sent to a collection agency than those without insurance. 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. |
| 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 (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| HEALTHNET INC | ||||||||||
| 3401 RAYMOND STREET | INDIANAPOLIS | IN | 46203 | 351579827 | 501(C)(3) | 688527 | 0 | N/A | N/A | GENERAL SUPPORT |
| INDIANA SPORTS CORPORATION | ||||||||||
| 201 S CAPITOL AVE | INDIANAPOLIS | IN | 46225 | 310975117 | 501(C)(3) | 123000 | 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 |
| METHODIST RESEARCH INSTITUTE INC | ||||||||||
| 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 351007590 | 501(C)(3) | 3614006 | 0 | N/A | N/A | GENERAL SUPPORT |
| INDIANAPOLIS MEDICAL SOCIETY FOUNDATION INC | ||||||||||
| 631 E NEW YORK ST | INDIANAPOLIS | IN | 46202 | 351810091 | 501(C)(3) | 25000 | 0 | N/A | N/A | GENERAL SUPPORT |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION | ||||||||||
| 120 WALNUT STREET | INDIANAPOLIS | IN | 46204 | 311103966 | 501(C)(3) | 10000 | 0 | N/A | N/A | GENERAL SUPPORT |
| INDIANA UNIVERSITY | ||||||||||
| 401 E 7TH STREET | BLOOMINGTON | IN | 47405 | 356001673 | 501(C)(3) | 16211867 | 0 | N/A | N/A | ACADEMIC SUPPORT |
| CLARIAN TRANSPLANT INSTITUTE INC | ||||||||||
| 950 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | 134350599 | 501(C)(3) | 999996 | 0 | N/A | N/A | GENERAL SUPPORT |
| AMERICAN DIABETES ASSOCIATION | ||||||||||
| 1701 N BEAUREGARD ST | ALEXANDRIA | VA | 22311 | 131623888 | 501(C)(3) | 12000 | 0 | N/A | N/A | GENERAL SUPPORT |
| INDIANAPOLIS PARKS FOUNDATION INC | ||||||||||
| 615 N ALABAMA ST | INDIANAPOLIS | IN | 46204 | 351860468 | 501(C)(3) | 156500 | 0 | N/A | N/A | GENERAL SUPPORT |
| RUTH LILLY HEALTH EDUCATION CENTER | ||||||||||
| 2055 N SENATE AVE | INDIANAPOLIS | IN | 46202 | 311071836 | 501(C)(3) | 25000 | 0 | N/A | N/A | GENERAL SUPPORT |
| LITTLE RED DOOR CANCER AGENCY INC | ||||||||||
| 1801 N MERIDIAN ST | INDIANAPOLIS | IN | 46202 | 350914096 | 501(C)(3) | 245887 | 0 | N/A | N/A | GENERAL SUPPORT |
| 500 FESTIVAL INC | ||||||||||
| 21 VIRGINIA AVE | INDIANAPOLIS | IN | 46204 | 351004320 | 501(C)(4) | 12000 | 0 | N/A | N/A | GENERAL SUPPORT |
| HEALTHCARE OPTIONS INC | ||||||||||
| 10 EMORY STREET | ATTLEBORO | MA | 02703 | 222543620 | 501(C)(3) | 7500 | 0 | N/A | N/A | GENERAL SUPPORT |
| HORATIO ALGER ASSN OF DISTINGUISHED AMERICANS INC | ||||||||||
| 99 CANAL CENTER PLAZA | ALEXANDRIA | VA | 22314 | 131669975 | 501(C)(3) | 7000 | 0 | N/A | N/A | GENERAL SUPPORT |
| INDIANA UNIVERSITY FOUNDATION | ||||||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | 356018940 | 501(C)(3) | 258300 | 0 | N/A | N/A | GENERAL SUPPORT |
| THE MIND TRUST INC | ||||||||||
| 407 N FULTON STREET | INDIANAPOLIS | IN | 46202 | 204560286 | 501(C)(3) | 75000 | 0 | N/A | N/A | GENERAL SUPPORT |
| NEAR NORTH DEVELOPMENT CORPORATION | ||||||||||
| 2123 N MERIDIAN STREET | INDIANAPOLISI | IN | 46202 | 351427889 | 501(C)(3) | 30350 | 0 | N/A | N/A | GENERAL SUPPORT |
| NAACP - GREATER INDIANAPOLIS BRANCH 3053 | ||||||||||
| 300 E FALL CREEK | INDIANAPOLIS | IN | 46205 | 131084135 | 501(C)(3) | 10000 | 0 | N/A | N/A | GENERAL SUPPORT |
| BLACK NURSES ASSOCIATION OF INDIANAPOLIS | ||||||||||
| 3737 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | 161750583 | 501(C)(3) | 8854 | 0 | N/A | N/A | GENERAL SUPPORT |
| NURSING 2000 | ||||||||||
| 9302 NORTH MERIDIAN 365 | INDIANAPOLIS | IN | 46260 | 351762201 | 501(C)(3) | 10000 | 0 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 20 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I, Part I | Identifier |
| Return Reference | Line 2 - 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 purpose intended. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| 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 |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (21 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 | |||||||||||||
| 981359 | 0 | 215358 | 0 | 55929 | 0 | 804785 | 0 | 23348 | 0 | 2080779 | 0 | 0 | 0 |
| JAMES E LINGEMAN MD | |||||||||||||
| 26500 | 722697 | 0 | 0 | 0 | 19272 | 0 | 21296 | 0 | 25056 | 26500 | 788321 | 0 | 0 |
| MARVIN G PEMBER | |||||||||||||
| 593770 | 0 | 222745 | 0 | 48124 | 0 | 491577 | 0 | 24746 | 0 | 1380962 | 0 | 0 | 0 |
| NORMAN G TABLER JR | |||||||||||||
| 367950 | 0 | 132127 | 0 | 84602 | 0 | 20652 | 0 | 7974 | 0 | 613305 | 0 | 0 | 0 |
| RICHARD F GRAFFIS MD | |||||||||||||
| 467561 | 0 | 185997 | 0 | 631145 | 0 | 20652 | 0 | 17156 | 0 | 1322511 | 0 | 448990 | 0 |
| SAMUEL L ODLE | |||||||||||||
| 595667 | 0 | 222722 | 0 | 65136 | 0 | 366446 | 0 | 23749 | 0 | 1273720 | 0 | 0 | 0 |
| LINDA Q EVERETT | |||||||||||||
| 324771 | 0 | 124023 | 0 | 21365 | 0 | 90273 | 0 | 22625 | 0 | 583057 | 0 | 0 | 0 |
| DEBRA L UHL | |||||||||||||
| 256655 | 0 | 0 | 0 | 1986 | 0 | 20652 | 0 | 15029 | 0 | 294322 | 0 | 0 | 0 |
| LINDA CHASE | |||||||||||||
| 110736 | 0 | 39335 | 0 | 90 | 0 | 5595 | 0 | 6082 | 0 | 161838 | 0 | 0 | 0 |
| JOHN C KOHNE MD | |||||||||||||
| 396926 | 0 | 39600 | 0 | 2952 | 0 | 92653 | 0 | 21573 | 0 | 553704 | 0 | 0 | 0 |
| DANIEL L FINK | |||||||||||||
| 385518 | 0 | 107219 | 0 | 20785 | 0 | 91537 | 0 | 26746 | 0 | 631805 | 0 | 0 | 0 |
| JIM JORGENSON | |||||||||||||
| 218396 | 0 | 0 | 0 | 1857 | 0 | 18524 | 0 | 16648 | 0 | 255425 | 0 | 0 | 0 |
| DIANE J THOMPSON | |||||||||||||
| 202507 | 0 | 10250 | 0 | 4536 | 0 | 17044 | 0 | 15679 | 0 | 250016 | 0 | 0 | 0 |
| MARILYN COX | |||||||||||||
| 183676 | 0 | 69794 | 0 | 5467 | 0 | 132367 | 0 | 19734 | 0 | 411038 | 0 | 0 | 0 |
| RHONDA E SMITH | |||||||||||||
| 145858 | 0 | 0 | 0 | 66836 | 0 | 141920 | 0 | 23007 | 0 | 377621 | 0 | 0 | 0 |
| RICHARD S HELSPER | |||||||||||||
| 1500 | 218665 | 0 | 0 | 120 | 49384 | 546 | 7909 | 0 | 165 | 2166 | 276123 | 0 | 532 |
| WOODROW A COREY MD | |||||||||||||
| 753463 | 111515 | 0 | 0 | 13640 | 2669 | 20652 | 7053 | 19015 | 3762 | 806770 | 124999 | 0 | 0 |
| LAWRENCE S KLEIN MD | |||||||||||||
| 734439 | 0 | 0 | 0 | 16958 | 0 | 20652 | 0 | 14975 | 0 | 787024 | 0 | 0 | 0 |
| SAMI AASAR MD | |||||||||||||
| 750007 | 0 | 0 | 0 | 420 | 0 | 20652 | 0 | 27790 | 0 | 798869 | 0 | 0 | 0 |
| EDWARD HARLAMERT MD | |||||||||||||
| 746415 | 0 | 0 | 0 | 966 | 0 | 20652 | 0 | 27790 | 0 | 795823 | 0 | 0 | 0 |
| TALAL HAMDAN MD | |||||||||||||
| 728515 | 0 | 0 | 0 | 16920 | 0 | 20652 | 0 | 24790 | 0 | 790877 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule J, Part I | 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. The financial planning services were approved by the Board of Directors for certain executives. |
| Schedule J, Part I | Line 4a - Severance or Change-of-Control Payments | Rhonda E. Smith received 2010 severance of $65,938 from Indiana University Health, Inc. This amount is included in column b (iii), other reportable compensation. Included in column C, other deferred compensation, is $134,976 of deferred compensation and benefits. Richard S. Helsper received severance of $1,500 from Ball Memorial Hospital, Inc. This amount is included in column b (iii), other reportable compensation. |
| Schedule J, Part I | Line 4b - Supplemental Nonqualified Retirement Plan | Daniel F. Evans Jr., Marvin G. Pember, Norman G. Tabler, Jr., Richard F. Graffis, M.D., Samuel L. Odle, Linda Q. Everett, John C. Kohne, M.D., Daniel L. Fink, 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. Richard S. Helsper participates in a Ball Memorial Hospital, Inc. supplemental executive retirement plan, provisions of which are designed to retain critical employees. The plan provides for additional benefits for service through normal retirement or other key dates. If the executive leaves prior to retirement or other key dates, the benefit may be forfeited or reduced. With the exception of Norman G. Tabler, Jr. and Richard F. Graffis, M.D., each of these executives has an amount included in column c, deferred compensation, representing the current year increase in the accrued benefit and/or current year contributions. No amount was actually paid to these executives during the year. For Norman G. Tabler, Jr. and Richard F. Graffis, M.D., $52,234 and $561,339, 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 | 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 | 454795AM7 | 2005-11-15 | 328425000 | 2005ABCD SERIES BONDS - SEE PART V | false | false | false |
| INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING | |||||||
| 351611409 | 45479RAH0 | 2006-01-24 | 325003005 | 2006A SERIES BONDS - SEE PART V | false | false | false |
| INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING | |||||||
| 351611409 | 45479RBL0 | 2006-09-14 | 387109760 | 2006B SERIES BONDS - SEE PART V | false | false | false |
| INDIANA FINANCE AUTHORITY | |||||||
| 351602316 | 45471AAD4 | 2008-09-11 | 170960000 | 2008ABCD SERIES BONDS - SEE PART V | 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 | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 23475000 | 0 | 328425000 | 0 | 0 | 0 | 3039647 | 6475031 | 0 | 0 | 0 | 0 | false | true | true | true | |
| 0 | 0 | 348013874 | 0 | 29904769 | 0 | 1947719 | 0 | 0 | 316161386 | 0 | 0 | false | false | true | true | 2007 |
| 20830000 | 0 | 388586019 | 0 | 0 | 0 | 2286019 | 0 | 0 | 0 | 0 | 0 | true | false | true | true | |
| 57230000 | 0 | 170960000 | 0 | 0 | 0 | 1920 | 0 | 0 | 0 | 0 | 0 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | 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 | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | false | 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 | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|---|
| SEE PART V | ||||||||
| false | true | true | false | false | false | true | false | |
| (no name) | ||||||||
| false | false | false | false | false | false | true | false | |
| SEE PART V | ||||||||
| false | false | false | false | false | true | false | true | true |
| (no name) | ||||||||
| false | true | false | false | false | false | false | false | |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule K, Part I | Lines A, B, C, and D - Column (f) | Line A, Column (f) 2005ABCD Series Bonds The 2005ABCD series bonds were issued in order to refund the 1996A and 2000A series bonds. The 1996A and 2000A series bonds were issued on December 31, 1996 and November 21, 2000, respectively. Line B, Column (f) 2006A Series Bond The 2006A series bond was issued in order to provide funding for new construction of buildings and structures and purchase of equipment. Line C, Column (f) 2006B Series Bond The 2006B series bond was issued in order to refund the 1996BC, 2000BC, and 2003HI series bonds. The 1996BC, 2000BC, and 2003HI series bonds were issued on December 31, 1996, November 21, 2000, and August 12, 2003, respectively. Line D, Column (f) 2008ABCD Series Bonds The 2008ABCD series bonds were issued in order to refund the 2003ABCD series bonds. The 2003ABCD series bonds were issued on June 26, 2003. Line A, Column (f) 2010 Tax-Exempt Lease The 2010 Tax-Exempt Lease was issued to provide funding for critical care aircraft. |
| Schedule K, Part III | Lines 4, 5, and 6 - Private Business Use Percentages | Indiana University Health, Inc. generally only finances a portion of each project with tax-exempt bonds. |
| Schedule K, Part IV, Column A | Line 3 b & c - Name of Provider and Term of Hedge | Swap for 2005A with Merrill Lynch Capital Services, Inc. with a term of 16.3 years. Swap for 2005B with Citigroup Financial Products, Inc. with a term of 16.3 years. Swap for 2005C with Merrill Lynch Capital Services, Inc. with a term of 25.3 years. Swap for 2005D with Citigroup Financial Products, inc. with a term of 25.3 years. |
| Schedule K, Part IV, Column C | 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. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (16 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CLARIAN HEALTH NORTH LLC | |||
| SEE PART V | 35741284 | SEE PART V | false |
| CLARIAN HEALTH WEST LLC | |||
| SEE PART V | 24608373 | SEE PART V | false |
| CLARIAN HEALTH PLANS INC | |||
| SEE PART V | 76642901 | SEE PART V | false |
| CLARIAN HEALTH RISK RETENTION GROUP | |||
| SEE PART V | 11135841 | SEE PART V | false |
| IUH ASSURANCE LTD | |||
| SEE PART V | 5950113 | SEE PART V | false |
| CLARIAN HEALTH VENTURES FUND I LLC | |||
| SEE PART V | 624996 | SEE PART V | false |
| INDIANA ENDOSCOPY CENTERS LLC | |||
| SEE PART V | 1468597 | SEE PART V | false |
| ROC SURGERY LLC | |||
| SEE PART V | 462097 | SEE PART V | false |
| SENATE STREET SURGERY CENTER LLC | |||
| SEE PART V | 2509110 | SEE PART V | false |
| CARDINAL HEALTH INITIATIVES LLC | |||
| SEE PART V | 428414 | SEE PART V | false |
| CHV CAPITAL INC | |||
| SEE PART V | 100954 | SEE PART V | false |
| EAGLE HIGHLANDS SURGERY CENTER LLC | |||
| SEE PART V | 2456808 | SEE PART V | false |
| HEALTH VENTURE MANAGEMENT LLC | |||
| SEE PART V | 2257689 | SEE PART V | false |
| TOWER SURGICAL INC | |||
| SEE PART V | 1195146 | SEE PART V | false |
| HILL-ROM HOLDINGS INC | |||
| SEE PART V | 3740078 | SEE PART V | false |
| JUSTIN K HELSPER | |||
| SEE PART V | 24647 | SEE PART V | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule L, Part IV | Identifier |
| Return Reference | Business Transactions Involving Interested Persons | ReturnReference |
| Explanation | Daniel F. Evans, Jr. and Samuel L. Odle serve on the board of managers of Clarian Health North, LLC. 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. Marvin G. Pember is an officer and serves on the board of managers and Daniel F. Evans, Jr. and Samuel L. Odle serve on the board of managers of Clarian Health West, LLC. 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. Norman G. Tabler, Jr. is an officer and serves on the board of directors and Marvin G. Pember serves on the board of directors of Clarian Health Plans, Inc. IU Health performs services for Clarian Health Plans, Inc. and is compensated for such services on an arm's length basis. Additionally, IU Health receives capitated payments from Clarian Health Plans, Inc. Additionally, Clarian Health Plans, Inc. 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 and Marvin G. Pember serves on the board of directors of Clarian Health Risk Retention Group, Inc. IU Health performs services for Clarian Health Risk Retention Group, Inc. and is compensated for such services on an arm's length basis. Additionally, IU Health purchases insurance from Clarian Health Risk Retention Group, Inc. on an arm's length basis. Norman G. Tabler, Jr. is an officer and serves on the board of directors and Marvin G. Pember serves on the board of directors of IUH Assurance, Ltd. IU Health purchases insurance from IUH Assurance, Ltd. on an arm's length basis. Daniel F. Evans, Jr. serves on the board of managers of Clarian Health Ventures Fund I, LLC. Clarian Health Ventures Fund I, LLC provides investment management services to IU Health and is compensated for such services on an arm's length basis. Rhonda E. Smith serves on the board of managers of Indiana Endoscopy Centers, LLC. IU Health performs services for Indiana Endoscopy Centers, LLC and is compensated for such services on an arm's length basis. Daniel L. Fink 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. Linda Everett and John C. Kohne, M.D. 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. Richard S. Helsper serves on the board of managers of Cardinal Health Initiatives, LLC. IU Health performs services for Cardinal Health Initiatives, LLC and is compensated for such services on an arm's length basis. Daniel F. Evans, Jr. serves on the board of directors of CHV Capital, 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 Norman G. Tabler, Jr. serve on the board of managers of Eagle Highlands Surgery Center, LLC. IU Health performs services for Eagle Highlands Surgery Center, LLC and is compensated for such services on an arm's length basis. Additionally, Eagle Highlands Surgery Center, LLC 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. Richard F. Graffis, M.D. is an officer and employee of Tower Surgical, Inc. Certain physician employees of Tower Surgical, Inc. provide trauma call services for IU Health Methodist Hospital. IU Health paid Tower Surgical, Inc. for services provided during the normal course of business on an arm's length basis. 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. Justin K. Helsper, the son of Richard S. Helsper, a former key employee of the organization, serves and is compensated as an employee of the organization. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (16 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part III, Line 4a | Statement of Program Service Accomplishments | The Indiana University Health System Indiana University Health, Inc. ("IU Health") is Indiana's most comprehensive academic medical center and one of the busiest hospital systems in the United States. Based in Indianapolis, IU Health's impact spans across the state through a network of more than 20 hospitals and health centers that encompasses partners, affiliates and joint venture operations. A cornerstone of IU Health's excellence is its partnership with the Indiana University School of Medicine, the nation's second largest medical school and a global leader in medical education and research. More than half of the Indiana University School of Medicine's 970 physicians practice, supervise, and teach residents and fellows at one of IU Health's hospitals. Additional state-of-the-art training is provided in a 30,000-square-foot Simulation Center that opened in 2009 and is made available to the community. IU Health's focus on quality medical care, attention to ethical and spiritual practice, and community service is further strengthened by its association with the Indiana Conference of the United Methodist Church. IU Health's status as a conference related unit of the Indiana Conferences, which rests in its heritage and core values, forms the patient care delivered throughout IU Health facilities. IU Health facilities bring unique assets to the communities that they serve. Indiana's first accredited Heart Failure Institute is housed at IU Health Methodist Hospital in Indianapolis. IU Health Methodist Hospital is also home to one of only two Level 1 Adult Trauma Centers in the state, while Riley Hospital for Children at IU Health is Indiana's only Level 1 Pediatric Trauma Center. IU Health Transplant is the nation's fifth largest transplant center. IU Health is recognized nationally for its excellence in patient care and quality. Five hospitals within the IU Health hospital system, including those in Goshen, La Porte, and three in Indianapolis have achieved Magnet status - the gold standard for nursing excellence. The University Health System Consortium ranked Methodist Hospital first among academic medical centers, awarding it the prestigious Quality Leadership Award in recognition for excellence in delivering high quality care. Additionally, sixteen adult and pediatric specialty programs were ranked among the nation's best by U.S. News and World Report. In 2010, IU Health's 22,000 healthcare professionals served patients through more than 115,000 admissions, over 100,000 surgical procedures and close to 2 million outpatient visits. Approximately 4,200 patients participated in IU Health's 2,600 clinical trials. IU Health's Commitment to Indiana Residents in Need Communities are multifaceted and so are their health needs. IU Health understands that the health of individuals and communities are shaped by various social and environmental factors, along with health behaviors and additional influences. After taking a careful look into IU Health's communities and reviewing detailed community needs assessments undertaken by organizations such as the County Health Departments, the Indiana State Department of Health, the Centers for Disease Control and Prevention and the United Way of Central Indiana, 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 heart disease and diabetes and increase the likelihood of Indiana residents to make healthy choices. Access to Affordable Healthcare One of the first steps to improved health outcomes is having access to healthcare resources. To show our 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 working 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 Because injuries are the leading cause of death for children and young adults, IU Health strives to create safe communities by helping to reduce preventable injuries such as bicycle, motor vehicle, and fall related injuries. 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, developing infrastructure to prevent injuries in our communities. These community health challenges, described in greater detail in the coming pages, were not created over night, nor will they be solved in just one year. Therefore, these three areas remain the focus of IU Health's community outreach investments in 2011 as we endeavor to make a meaningful impact in these areas. To better understand our communities' needs and to meet a requirement of the Patient Protection & Affordable Care Act, IU Health is currently in the process of conducting in-depth Community Health Needs Assessments in each of our communities. The results of these assessments will help to guide our community investments in future years. IU Health: Community Benefit Impact Every day, IU Health shows its commitment to the health of our communities by carrying out its mission to improve the health of our patients and communities through innovation and excellence in clinical care, education, research and service. Our service is not confined to the care provided within our hospitals, but extends to neighborhoods throughout Indiana where we work to improve community health and wellness by addressing identified needs. IU Health follows federal guidelines for defining community benefit and other community investments. Community benefits include financial assistance, unreimbursed costs of public programs such as Medicaid and the costs of certain other services which provide treatment or promote health and healing in response to identified community needs. In 2010 IU Health provided over $386 million dollars in community benefit efforts and investments in the community. Obesity Prevention Among the leading concerns facing Hoosiers is the alarming rise of "diabesity." "Diabesity" is a term we use to describe the closely-related epidemics of diabetes and obesity-diseases threatening both Indiana and the nation at large. Diabetes and obesity are linked to increased risk factors for a series of deadly and disabling complications that compromise the quality of life of Hoosiers across the state. Almost 30% of Hoosier children and 65% of adults are overweight or obese. That means that one in four Hoosiers-more than 1.7 million-are at risk for developing chronic diseases like diabetes, the seventh-leading cause of death in Indiana. But despite the bleak statistics, there is good news: Type 2 diabetes and obesity are two of the most preventable forms of illness. To help combat this sobering trend, IU Health launched innovative efforts to combat "diabesity" in our communities. Around the state, IU Health created opportunities for many Hoosiers to become more physically active by building playgrounds and making improvements to more than a dozen parks. IU Health brought nutritious foods to high-poverty communities by supporting farmers' markets and community gardens in underserved areas. Increased access to affordable produce and areas for physical activity that are within walking distance, is highly effective in combating obesity among our most vulnerable and disadvantaged populations. |
| Part III, Line 4a (Continued) | Statement of Program Service Accomplishments | In 2010, IU Health performed over 5,000 diabetes risk assessments to identify Hoosiers at risk for developing type 2 diabetes and referred more than 2,000 individuals for follow-up care at local IU Health Diabetes Centers. In Indianapolis and Lafayette and Bloomington, IU Health provided evidenced-based youth and family focused initiatives to improve healthy lifestyles. The Riley Health Club (RHC), a 12-week physical activity and nutrition-focused after-school program piloted at three Indianapolis Public Schools in 2010. Every overweight student that participated in the program experienced a decrease in body mass index over the course of the program. In Lafayette, parents and their teens encouraged each other to exercise and make healthier food choices through Power Over Pounds at IU Health Arnett Hospital. IU Health hospitals across the state engaged residents in community-wide health initiatives to promote physical activity and healthy lifestyles. In Muncie, IU Health Ball Memorial Hospital partnered with Walk Indiana, a walking program that encourages sedentary Muncie community members to establish a healthy and active lifestyle through monthly walks, community-based health screenings and a non-competitive marathon event. In Carmel and Bloomington, residents enrolled in IU Health programs that provided healthy cooking seminars, fitness classes, medical screenings, and tracking tools to measure progress on their health goals. As a part of a large-scale initiative to improve access to healthy food and safe places for physical activity, IU Health built three community gardens, enhanced 13 community parks and built a 2,500 square foot KaBOOM! playground in IU Health communities across the state during its 2010 Day of Community Service. Eat This? Walk That! Funneling through the main admission gate over two weeks last August, 900,000 Indiana State Fair visitors were once again tempted by the aroma of smoked jumbo turkey legs and elephant ears dusted with powdered sugar. But for those looking for a more nutritious option, IU Health offered healthy alternatives at the Farmers' Market Caf. Guests could purchase entrees made with fresh Indiana produce and feel a bit lighter during their stay at the Fair. IU Health also offered an interactive experience for attendees looking to enjoy their favorite fair items, while sticking to their nutritional goals. At Eat This? Walk That! Booth in the IU Health Zone, participants learned how many minutes of activity it would take to burn off the calories in their favorite fair foods-two hours for a fried Twinkie, for instance, and more than five hours for a jumbo turkey leg! Additionally, at the Riley Fun Park, IU Health volunteers offered youth BMI screenings and provided information about how families can work together to fight obesity, while Indiana's First Lady Cheri Daniels showed the public how easy it is to get moving in the two-mile Heartland Walk for Health supported by IU Health Cardiovascular. Access to Affordable Healthcare The number of uninsured Americans is reaching the 50 million mark, or about 15 percent of our country's population. The percentage of uninsured individuals under 65 in Indiana is on the rise, growing from 10% to 13% in recent years. On any given day, more than 550,000 Hoosiers are without health insurance. In carrying out its core mission, IU Health brings the most advanced patient care to the people who need it, regardless of their ability to pay. In 2010, IU Health provided more than $78 million in financial assistance-free or reduced-cost medical care delivered to low-income individuals who might not otherwise receive it-and more than $125 million in unreimbursed Medicaid. To increase access to affordable healthcare, especially to underserved populations, IU Health provided a number of initiatives in 2010. IU Health Access to Affordable Healthcare Highlights Indianapolis residents participating in IU Health-sponsored diabetes risk assessments were screened for insurance coverage; uninsured persons who met income criteria were assisted in applying to the Healthy Indiana Plan (HIP), which provides low-cost health insurance for lower-income adults. Staff at the IU Health HIP Enrollment Center educated eligible individuals on the advantages of health insurance, assisted them in completing HIP enrollment applications and worked with state officials on application approval. To provide local residents access to discounted heart and vascular screenings, IU Health La Porte Hospital staff performed a series of tests including EKG, weight, blood pressure, fasting blood sugar and lipid profile, Framingham Risk Analysis and Metabolic Syndrome via the Heart Cart Mobile Screening equipment. A cardiovascular nurse navigator also met individually with participants to discuss results and ensure individuals received appropriate follow-up. In Indianapolis, Bloomington and Paoli, IU Health supported several free and low-cost clinics for people in need. Injury Prevention Unintentional injuries are the leading cause of death for individuals age 1-44. As Indiana's largest health care provider and home of two of Indiana's three Level I Trauma Centers-IU Health Methodist Hospital and Riley Hospital for Children at IU Health-these statistics hit close to home. IU Health has activated a series of community outreach initiatives aimed at making IU Health communities across the state safer for the people we serve. IU Health is committed to providing community education and programming in the following areas: Child Passenger Safety Bicycle and Pedestrian Safety Falls Prevention IU Health Injury Prevention Highlights At Riley Safety Stores in downtown Indianapolis, IU Health Tipton Hospital, and at IU Health Arnett Hospital in Lafayette, Child Passenger Safety Technicians offered free inspections of infant and child car seats. During the 45-minute checkups, technicians ensured that seats were appropriate and correctly installed for their child's age, size and weight, making recommendations for poor-fitting seats. Special events throughout the year provided free car seats to families in need. Bicycle safety and helmet fittings were provided across the state to children aimed at preventing injuries. In Tipton and Indianapolis, several hundred 5 to 12 year olds rode around bicycle safety courses to experience and learn about bike and pedestrian safety skills, maintenance, bike helmets and protective gear. In Bloomington, every third and fourth grader in six elementary schools was provided a free bicycle helmet and education by IU Health Bloomington Hospital. IU Health LaPorte Hospital provided low-cost emergency call devices monitored by emergency room staff to equip senior community members at-risk for falling with a helpful safety tool. These safety devices can help provide seniors the emergency help they might need when a hazardous fall occurs in the home. IU Health Provides Open Arms to Those in Need Financial assistance and Unreimbursed Costs Project Health was established five years ago by the Indianapolis Medical Society and provides care at no cost to Marion County residents who lack health care but don't qualify for public health programs. IU Health has contributed over 2 million dollars to Project Health by providing the time and expertise of specialty physicians. IU Health treats all patients who come to us seeking care, regardless of their ability to pay. Our financial assistance program helps uninsured, low-income and medically indigent patients have access to the quality treatment they need. In 2010, IU Health provided over $78 million of quality care at no charge to over 40,000 patients experiencing financial burden. |
| Part III, Line 4a (Continued) | Statement of Program Service Accomplishments | Quality Care & Coverage Financial assistance, sometimes referred to as financial assistance, is defined as providing medical care for free or at reduced-cost to low-income individuals. IU Health has an expansive financial assistance program, which utilizes federal poverty guidelines to determine eligibility; making access to care within a patient's reach. Although there are some variations in the financial assistance provided by hospitals in the IU Health system, generally, the IU Health financial assistance program 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 Free care 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. IU Health patients receive information about IU Health's financial assistance at registration, and on billing statements that explain that patients with limited means may apply for financial support to help with the cost of their care. Unreimbursed costs In addition to quality health care at no charge, IU Health also provides benefit to the community by absorbing the unreimbursed costs from government-sponsored health care programs whose eligibility requirements are based on an applicant's income level, such as Medicaid, the Children's Health Insurance Program (CHIP), local and state government programs for low-income persons not eligible for Medicaid, and other programs to provide care for patients in need. Often, Medicaid payments do not cover the costs associated with delivering services, so we have to absorb the difference. These shortfalls aren't the result of inefficiencies or poor management-they are simply a discrepancy in what it costs us to provide the service and what the government will pay. In 2010, Medicaid and other means-tested programs shortfall constituted a substantial amount of IU Health's community benefit over $125 million. Healthy Indiana Plan (HIP) Enrollment Center In 2008, the IU Health HIP Enrollment Center was established to identify individuals that might qualify for the Healthy Indiana Plan (HIP), which provides low-cost health insurance for lower-income adults. In 2010, the IU Health Enrollment Center developed a referral system including 12 referral sources, including IU Health hospitals, IU Health-affiliated physician offices and clinics, HealthNet Health Centers, and other low-cost health centers to identify and assist over 1,300 patients with the application process; resulting in coverage for over 500 individuals. IU Health Delivers on its Promise to the Community Community Health Improvement Services Over the past 3 years, Northwest High School has been the beneficiary of the Indianapolis Public School PE Without Boundaries (PEP) grant in partnership with IU Health. The purpose of this program is to initiate, expand, and improve physical activity in high school physical education classes and encourage a lifestyle of physical activity for students. Before the PEP program the average time spent in physical activity during physical education class was less than 7 minutes, now students in PEP physical education classes are engaging in physical activity from 20 to 27 minutes. This initiative produced positive health outcomes, resulting in a 4.8 decrease in the BMI percentile from 76.5 to 71.7. 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 risk screenings, we bring our unique and state-of-the-art resources beyond the hospital doors and onto the front steps of Indiana communities. Making a Difference in our Neighborhoods With more than $10 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 2010, IU Health impacted over 200,000 people statewide through presentations, health risk screenings, school health education programs, and additional educational opportunities made available to the community, especially to our community members in the greatest need of such services. Identifying Risks & Providing Resources IU Health performed thousands of health screenings and identified more than 2000 people as high risk for a variety of diseases, including heart disease, stroke and diabetes. High-risk individuals received follow-up and education to provide the resources they need and lead them on the road to improved health. |
| Part III, Line 4a (Continued) | Statement of Program Service Accomplishments | Changing Lives through Education In 2010, IU Health also invested thousands of hours and dollars in school systems to help students improve their health and practice safe habits. IU Health's educators visited classrooms from the cities all across the state, teaching students the importance of a healthy lifestyle and providing tools to make it a reality. Because an overweight child has an 80 percent chance of becoming an overweight adult, it's critical for today's youth to practice healthy habits, such as engaging in active play for 60 minutes a day and making healthy food choices. IU Health Educates Those Who Serve Health Professions Education Innovative Robotic Therapy for Children: An Innovative Partnership Suspended in a harness over a treadmill, a five-year-old girl pushes the robotic legs of the Lokomat Gait System, learning to improve control of her hips, knees and ankles. Housed in the new Robotic Rehabilitation Center, such equipment offered new hope last year for children with cerebral palsy and other movement disorders, whose impaired motor skills are difficult to treat with conventional occupational and physical therapy. The first of its kind in the state, the rehabilitation center is a collaborative effort between Riley Hospital for Children at IU Health, the Indiana University Department of Physical Therapy and IU Health Rehabilitation Services. This unique partnership provides an opportunity for students to enhance their skills as health professionals and better serve patients. "Our primary focus at Riley Hospital for Children at IU Health has been to provide outstanding patient care and service to Hoosier children and their families," said Daniel L. Fink, president and CEO of Riley Hospital for Children at IU Health. "This new center takes our commitment one step further and puts Riley-and Indiana-at the forefront of innovation as we look to improve the lives of children." "Robotic therapy is well documented in adults- particularly those recovering from strokes-but we are just beginning to use robotic equipment for children," says Dr. Greg Wilson, co-director of the Robotic Rehabilitation Center and a developmental pediatrician at Riley Hospital for Children at IU Health. "So far, the early results are very promising, and that makes this center and the research we're doing very exciting." As an academic medical center, IU Health and IU School of Medicine work together to train physicians in an exceptional environment, blending breakthrough research and treatments with the highest quality of patient care. In 2010, more than 1,000 residents and fellows received training in IU Health hospitals. For the fourth consecutive year, IU Health Methodist Hospital has again been recognized as one of the nation's best academic medical centers (AMC) by the University HealthSystem Consortium (UHC). "We work in close collaboration with IU Health to deliver quality, patient focused care," says D. Craig Brater, MD, dean of IU School of Medicine. "Educating our students and training our residents in such venues fosters a generation of physicians dedicated to patient-focused care with an emphasis on quality and accountability." IU Health encourages lifelong learning for physicians inside and outside of the IU Health system by providing continuing medical education (CME) courses every month, visiting professor programs, access to health information and resources. IU Health has robust educational partnerships and affiliations with organizations throughout Indiana and the country. The Indiana State Nurses Association, which is accredited by the Commission on Accreditation of the American Nurses Credentialing Center, has designated IU Health as an approved provider of continuing education courses. IU Health also offers pharmacy residency positions with Butler University and Purdue University, as well as specialty training positions. Each year, educators across the IU Health system collaborate to provide preeminent education. IU Health facilities provide clinical experiences for scores of colleges and universities throughout the United States. IU Health orients and develops nursing and patient care personnel for all specialties and professions and provides thousands of hours of continuing education every year. Specifically, IU Health annually trains hundreds of radiographers, surgical technologists, clinical laboratory scientists, clinical pastoral chaplains, EMS personnel, radiation therapists, unit secretaries, and nursing professionals to name just a few. |
| Part III, Line 4a (Continued) | Statement of Program Service Accomplishments | IU Health Provides Care to Reduce the Burden Subsidized Health Services Central Indiana Council on Aging's Safe at Home Day Benefits Near-Westside Indianapolis Seniors As a nonprofit organization, IU Health is committed to providing access to essential healthcare services, even when it costs more to provide these services than we will ever recover. These vital functions include burn units, emergency and trauma services, behavioral health services, hospice and home visiting programs. Trauma services Traumatic injuries often require complex and multi-disciplinary treatment, including surgery, in order to give patients the best possible chance for survival and recovery. In order to qualify as a Level I trauma center, the highest trauma designation, a hospital must meet stringent criteria established by the American College of Surgeons. IU Health operates the state's only Level I pediatric trauma center at Riley Hospital for Children at IU Health and one of only two adult Level I trauma centers in Indiana at IU Health Methodist Hospital. Annually, Riley Hospital for Children at IU Health treats over 25,000 pediatric patients in the emergency room, and Methodist Hospital's treats more than 100,000 emergency patients, providing state-of-the-art, lifesaving care to the most critically injured in the state. Behavioral Health The IU Health Behavioral Care Center offers a wide range of services to assure each patient's total well-being, not just their physical well-being. IU Health's Behavioral Health services include assessment and diagnosis, inpatient and outpatient psychiatric care, chemical dependency treatment and consultation. With services covering everyone from children through older adults, and with care available in facilities conveniently located around Indianapolis, to make it easy to get the help needed to regain enjoyment of life. For over 40 years, Buchanan Counseling Center has provided pastoral counseling and psychological services in an out-patient setting. Counselors are educated and trained in theology, psychology, mental health counseling and a wide variety of treatment modalities. The Buchanan Counseling Center is a unique environment where the integration faith and spirituality promotes wholeness, and physical and spiritual well-being. Hospice At IU Health Hospice care is provided for any person with a life-limiting illness and a life expectancy of six months or less. Patients are referred through a variety of resources, including physician recommendation. IU Health Hospice also includes institutional board-reviewed clinical research regarding end-of-life care. Our dedication to research helps advance hospice care knowledge and procedures to improve the quality of care for patients and families. When medical care cannot offer a cure, the IU Health Hospice team makes patients comfortable and relieves their symptoms and pain. Hospice care is provided by a specially trained interdisciplinary team. Care includes nursing visits, respite care, pharmaceutical services, medical social work, spiritual care and counseling services, including system management, 24-hour on-call support, family support & education and more essential services. Our complementary and alternative services help improve the quality of life for hospice patients. Lifeline When a medical trauma occurs, the number one imperative is to get the patient to the best place for care. IU Health's LifeLine Critical Care Transport is the only hospital-based transport system affiliated with Level I trauma centers, equipped to handle every aspect of the most severe trauma. Last year, LifeLine ground ambulances traveled from South Bend to Evansville, from Richmond to central Illinois, bringing critically ill newborns, infants, children and adults to lifesaving medical care. LifeLine pilots also performed more than 1,500 flights, transporting patients with traumatic, cardiac, neurological and medical issues. In 2010, LifeLine expanded services in Lafayette and Muncie to ensure critical care transport for these communities while enabling IU Health Arnett Hospital and IU Health Ball Hospital to serve as regional critical care centers. Neonatal services To offer families more peace of mind, IU Health Arnett Hospital, joined IU Health Methodist Hospital, Riley Hospital for Children at IU Health, by opening a Riley Hospital for Children Level III Neonatal Intensive Care Unit (NICU) last year, providing such services as in-house neonatologists and shared electronic medical record platforms with Riley Hospital for Children at IU Health To help new parents make a healthy transition into their new roles, IU Health offered free follow-up home visits to mothers through its Home Connections program. In 2010, registered nurses connected with hundreds of mothers and babies, conducting newborn tests, answering questions and discussing topics such as home safety, pain management and medications, newborn feeding, breast care, and emotional issues. IU Health is Dedicated to Innovation and Advancing Medical Care Research In addition to its important partnership with the IU School of Medicine, IU Health wholly owns the Methodist Research Institute (MRI), a nonprofit institution that conducts basic, clinical and outcomes research aimed at improving hospital care, located on the IU Health Methodist Hospital campus. MRI is home to seven laboratories that explore medical issues to improve clinical outcomes, quality of life, and cost effective delivery of care for patients. IU Health medical staff engages and collaborates to generate and share new knowledge regarding the mechanisms and management of disease and the maintenance of health. IU Health is also a partner in the Indiana Clinical and Translational Sciences Institute (CTSI), which is a statewide collaboration of Indiana University, Purdue University and the University of Notre Dame, as well as public and private partnerships, which facilitates the translation of scientific discoveries in the lab into clinical trials and new patient treatments in Indiana and beyond. The goal of the ICTSI is to foster an infrastructure that promotes translation of basic laboratory and population based research into clinical trials and health practices to improve the health of the community. IU Health Enriches Hoosier Neighborhoods Community Building Activities 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 2010, IU Health spent over a million dollars on community-building activities that served over 38,000 individuals in need. Coalition Building IU Health collaborates with organizations throughout Indiana to advance important causes connected to our mission. In 2010, we were involved in diverse coalitions, including a coalition whose mission is to protect Hoosier workers by eliminating secondhand smoke from local workplaces; supported several working groups committed to preventing domestic violence; joined forces with local partners to advance injury prevention activities; and collaborated with government agencies and community groups to fight obesity. 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 a hundreds of volunteers to help build a home for a family in need, as IU Health recognizes that poverty increasing is recognized as perhaps the single most important risk factor for premature death and disability. KaBOOM! It's no secret that children are more overweight than ever. As reported in "Play Matters," children are actually gaining weight over summer break. the percentage of overweight children has doubled in the last 20 years, while the percentage of overweight teens has tripled. The barriers to play include increased screen time, reductions in school-based playtime, more traffic, less open space, run-down play areas, and caregivers' fears about safety. As children become more sedentary, the lack of play has serious consequences for health, education, and community development, and this is why IU Health launched a large-scale initiative to improve access to healthy food and safe places for physical activity, IU Health built three community gardens, enhanced 13 community parks and built a 2,500 square foot KaBOOM! playground in IU Health communities across the state during the 2010 Day of Community Service. |
| Part III, Line 4a (Continued) | Statement of Program Service Accomplishments | IU Health Strength that Cares Aligning with its mission of service, IU Health maintains an employee volunteer program - Strength That Cares, to foster a culture of volunteerism and social responsibility within the organization that positively impacts the health, development and well-being of employees and the communities it serves. Through the program, IU Health promotes employee awareness and participation in volunteer opportunities that serve identified community needs and enhances quality of life for all citizens. In addition to community-based volunteer opportunities, IU Health regularly supplies targeted opportunities for employees to engage in activities that support identified community outreach priorities. In 2010, more than 3,600 employees from IU Health hospitals statewide participated in IU Health Strength that Cares, logging more than 8,000 volunteer hours serving communities throughout central Indiana. In January 2010, IU Heath became a member of the Jefferson Awards Champions program creating the opportunity to recognize extraordinary employee volunteer efforts at a national level. In June, IU Health sent Jefferson Awards Champions winner, Patti Daviau, to represent the organization at the National Jefferson Awards Ceremonies in Washington, D.C. IU Health's First STATEWIDE DAY OF COMMUNITY SERVICE IU Health Strength that Cares experienced success early in 2009 with more than 225 employees and their families taking part in the first Day of Community Service. In 2010, the event expanded to a statewide day of community service. Over the course of 24 hours, from noon on June 4th until noon on June 5th of 2010, hundreds of IU Health volunteers from throughout the state participated in dozens of activities that left behind meaningful improvements in the community and supported IU Health's initiatives targeting obesity and diabetes. The IU Health Day of Community Service consisted of service opportunities and activities designed to increase access to safe places to engage in physical activity and to increase access to nutritious foods in high poverty areas. Specific projects included cleaning up and improving access to local parks, distributing free produce in high-poverty neighborhoods; building a playground and framing a new home and planting a vegetable garden for a fellow community member and IU Health employee. With these significant efforts, the IU Health Day of Community Service helped to bring attention to free community assets that aid Hoosiers in this fight against diabesity. "Through our Day of Community Service, IU Health employees will have diverse opportunities to help nonprofit organizations and community partners while leaving behind lasting improvements that reflect IU Health's commitment to the communities in which we live and work," says Daniel F. Evans, Jr., IU Health's president and chief executive officer. IU Health Methodist Hospital For more than 100 years, IU Health Methodist Hospital has provided state-of-the-art medical care in downtown Indianapolis. IU Health Methodist Hospital is nationally ranked for transplant care, orthopedic services and urology care and has an award-winning cardiac critical care unit. For the fourth consecutive year, IU Health Methodist Hospital has again been recognized as one of the nation's best academic medical centers (AMC) by the University HealthSystem Consortium (UHC). IU Health Methodist Hospital received the prestigious, national Quality Leadership Award in recognition for excellence in delivering high quality care, as measured by the UHC Quality and Accountability Study conducted annually since 2005. IU Health Methodist Hospital's receipt of the Quality Leadership Award points to IU Health's consistent focus on patient-centered care. "At IU Health, the patient really is at the center of all we do. Our patients, who come to us from across the globe, can be assured they are receiving high quality, leading-edge care," said Daniel F. Evans, Jr., president and chief executive officer. "We are honored and pleased that UHC has again recognized IU Health Methodist Hospital with this award for the fourth consecutive year." Community Benefits Highlight With more than 50 years of experience, the healthcare professionals at IU Health Diabetes & Endocrinology are experts in providing care to patients with diabetes and other serious disorders of the endocrine system, including thyroid disease, osteoporosis and pituitary tumors. Board certified endocrinologists and nurse practitioners at IU Health Diabetes & Endocrinology, along with certified diabetes educators at IU Health Diabetes Centers, provide a wide range of diagnostic, treatment and educational resources to help individuals learn more about their illness so they can better manage it and go on enjoying life. In 2010, over 8000 patients were provided education and guidance on how to manage their chronic disease most effectively. For those community members that needed more immediate assistance, the twenty-four hour nurse line provided guidance on health questions and concerns. Specially trained IU Health registered nurses assessed over 7000 patients and provided important information and support they needed to take the right next step. |
| Part III, Line 4a (Continued) | Statement of Program Service Accomplishments | Riley Hospital for Children at IU Health As one of the nation's leading pediatric hospitals and Indiana's first and only comprehensive hospital dedicated exclusively to the care of children, Riley Hospital for Children at IU Health has provided compassionate care, support and comfort to children and their families for 85 years. Riley Hospital for Children at IU Health has nationally ranked programs in neonatal intensive care and pediatric pulmonology care. The hospital also has been ranked number one in the United States in treating complex illnesses by the National Association of Children's Hospitals and Related Institutions (NACHRI). Each year, Riley Hospital for Children at IU Health and Riley Hospital for Children at IU Health North serve over 215,000 inpatients and outpatients from across Indiana, the nation and the world. Riley Hospital's partnership with IU Health, and its strong affiliation with the Indiana University School of Medicine, makes it the only comprehensive clinical resource for Indiana's children and the premiere source for health-related information for their parents. From simple care associated with the health and wellness of children and less complex specialty care to the most critically-ill and medically complex cases, Riley Hospital for Children at IU Health is a national leader. The 2010-11 Best Children's Hospitals, the most extensive listing of its kind, ranks hospitals in: cancer, diabetes and endocrinology, gastroenterology, heart and heart surgery, kidney, neonatology, neurology and neurosurgery, orthopedics, pulmonology, and urology. Riley Hospital for Children at IU Health's specialty programs recognized by U.S. News & World Report and their numerical rankings include: Urology, Pulmonology, Diabetes & Endocrinology, Neonatology, Gastroenterology, Heart & Heart Surgery, Neurology & Neurosurgery, & Cancer. IU Health University Hospital As a major teaching hospital and a recognized leader in technology, IU Health University Hospital offers people access to advanced treatments, therapies and procedures, many of which start in the Indiana University School of Medicine research laboratories. This collaboration has translated into such recognition as the ranking of the hospital's clinical programs throughout the year as among the best in the nation by U.S. News & World Report. Moreover, the expertise housed at the IU Health University Hospital is passed on to Indiana's future doctors, as more than half of the state's physicians are trained at IU Health University Hospital. Community Benefit Highlight Women with a relatively rare but an aggressive form of breast cancer may benefit from a unique tissue bank of normal breast tissue at the Indiana University Melvin and Bren Simon Cancer Center. Bryan Schneider, MD, and doctoral student Milan Radovich will study the underlying molecular underpinning of inflammatory breast cancer using cutting edge technology called Next Generation Sequencing with the support of a $50,000 grant from the Inflammatory Breast Cancer Research Foundation and the Milburn Foundation partnership. This work will capitalize on the ability to compare genetic abnormalities against normal breast tissue. "To identify the critical molecular changes that distinguish normal from malignant, and to detect the earliest indication of the transformation, researchers must be able to study normal breast cells," said Dr. Schneider, the recipient of the IBC grant. "Since 2005, hundreds of women have donated tissue to the Susan G. Komen for the Cure Tissue Bank at the IU Simon Cancer Center to make it possible for researchers to identify abnormalities in cells. We are hopeful that the information contained in the Bank will direct scientists to cures for the many forms of breast cancer." Dr. Schneider is an assistant professor of medicine at Indiana University School of Medicine and a researcher and clinician at the IU Simon Cancer Center. The Komen Tissue Bank is the largest and possibly only bank of normal breast tissue, blood and DNA in the nation. Dr. Schneider and colleagues hope to identify novel drug targets for inflammatory breast cancer, which typically affects the skin. Unlike other forms of breast cancer, inflammatory breast cancer frequently does not develop masses or tumors within the breast which makes detection by mammograms or ultrasound technology difficult. Frequently inflammatory breast cancer is misdiagnosed as mastitis, a benign breast infection. It is more common in sub-Saharan Africa and disproportionately affects African American and younger women in the United States. Few targeted therapies have been developed which contributes to the relatively low survival rate of 40 percent to 45 percent. The study of inflammatory breast cancer and its aggressive, metastatic nature are essential to improve diagnosis, treatment and survival, said Dr. Schneider. |
| Part VI, Section A - Governing Body and Management | Line 2 - Family or Business Relationships | Daniel F. Evans, Jr. and Samuel L. Odle serve on the board of managers of Clarian Health North, LLC. No additional compensation is provided. Marvin G. Pember is an officer and serves on the board of managers and Daniel F. Evans, Jr. and Samuel L. Odle serve on the board of managers of Clarian Health West, LLC. No additional compensation is provided. Norman G. Tabler, Jr. is an officer and serves on the board of directors and Marvin G. Pember serves on the board of directors of Clarian Health Plans, Inc. No additional compensation is provided. Norman G. Tabler, Jr. is an officer and serves on the board of directors and Marvin G. Pember serves on the board of directors of Clarian Health Risk Retention Group, Inc. No additional compensation is provided. Norman G. Tabler, Jr. is an officer and serves on the board of directors and Marvin G. Pember serves on the board of directors of IUH Assurance, Ltd. No additional compensation is provided. 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. Daniel F. Evans, Jr. and Marvin G. Pember serve on the board of directors of M-Plan, Inc. No additional compensation is provided. Linda Everett and John C. Kohne, M.D. serve on the board of managers of Senate Street Surgery Center, LLC. No additional compensation is provided. Daniel F. Evans, Jr. and Marvin G. Pember serve on the board of managers of The Healthcare Group, LLC. 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 April 1, 2011 to change the legal name of the organization from "Clarian Health Partners, Inc." to "Indiana University Health, Inc." See attached Articles of Amendment. |
| 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 gets to elect one director and the Methodist Class gets to elect one director. Eight At-Large Directors shall be jointly elected by the affirmation of both member classes. Additionally, the Dean of Indiana University School of Medicine, the Bishop of the Indiana Area of the United Methodist Church, or a designee named by the Bishop on or before the annual meeting of IU Health, and the President and Chief Executive Officer of the corporation are ex officio directors of IU Health. 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 Vice President of Finance and 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/her knowledge and approval of the interest. The form is then submitted to Corporate Compliance for review. If the disclosure is by the CEO/President, it is reviewed by the board chairman for approval. If the disclosure is by a member of the board of directors, the General Counsel/Chief Compliance Officer reviews the disclosures and determines whether to consent. Breach of the conflict of interest policy, including failure to complete and update the questionnaire and failure to disclose an interest that should be disclosed, may subject an individual to disciplinary action, including dismissal. |
| Part VI, Section B - Policies | Line 15 - Process for Determining Compensation | 1. The Board of Directors has established a Committee on Personnel and Compensation. The individuals on this Committee are made up of individuals who are on the Board and who do not have a conflict of interest with Indiana University Health, Inc. ("IU Health"). There are no physicians or employees on this Committee. This Committee develops and reviews annually the executive compensation philosophy, market analysis as to comparability and reasonableness. One of the purposes of this Committee is to review, approve and make recommendations regarding executive compensation and benefits to the IU Health Board. As deemed appropriate, this Committee also reviews the same detail with the Committee on Finance, Planning and Human Resources. The Committee on Finance, Planning and Human Resources 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 Finance, Planning and Human Resources Committee 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, Planning and Human Resources. 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 B - Policies | 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. and devotes 55 hours per week. Woodrow A. Corey, M.D. is the Service Line Chief, Cardiology, for Indiana University Health Care Associates, Inc. and devotes 55 hours per week. Prior to this role, Woodrow A. Corey, M.D. was a Physician Executive for Indiana University Health, Inc. Richard S. Helsper is the Chief Operating Officer for Ball Memorial Hospital, Inc. and devotes 55 hours per week. |
| Part XI - Reconciliation of Net Assets | Line 5 - Other Changes in Net Assets or Fund Balances | During 2010, Indiana University Health, Inc. recorded the following other changes in net assets or fund balances: Equity/Income - Related Tax-Exempt Organizations: -19,705,879 Unrealized Gain/Loss: -58,702,091 FAS 136 Adjustment - Riley Foundation: -33,612 Book/Tax Differences - Joint Ventures/Investments: -47,825,449 Change in Pension Obligation: 6,582,510 Net Asset Transfer: -2,205,323 Miscellaneous: 1,218 Total Changes in Net Assets or Fund Balances: -121,888,626 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| CLARIAN CARE TODAY LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 206218757 | HEALTHCARE | IN | 0 | 0 | NA |
| IU HEALTH MANAGEMENT LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 800141954 | MANAGEMENT | IN | 7834461 | 0 | NA |
| CLARIAN NEUROLOGY GROUP LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 263052008 | HEALTHCARE | IN | 0 | 0 | NA |
| CLARIAN QUALITY PARTNERS LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 263603579 | HEALTHCARE | IN | 45981 | 444240 | NA |
| CLARIAN SAXONY MEDICAL CENTER LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 262414219 | HEALTHCARE | IN | 0 | 0 | NA |
| CCSG LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 261921481 | HEALTHCARE | IN | 8168255 | 1283751 | NA |
| HEART PARTNERS OF INDIANA LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 201123537 | HEALTHCARE | IN | 8396222 | 2394062 | NA |
| CCCG LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 203949968 | HEALTHCARE | IN | 6193327 | 1297705 | NA |
| SENATE HEALTH PLAN SOLUTIONS LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 273736054 | MANAGEMENT | IN | 0 | 0 | NA |
| IU HEALTH SAXONY SURGERY CENTER LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 275271091 | HEALTHCARE | IN | 0 | 0 | NA |
| CHX LLC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | HEALTHCARE | IN | 0 | 0 | NA | |
Form990 Schedule R Part II Form990ScheduleRPartII (29 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 |
|---|---|---|---|---|---|---|---|---|---|
| IU HEALTH ARNETT INC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 263162145 | HEALTHCARE | IN | 501(C)(3) | 3 | IU HEALTH |
| CLARIAN TRANSPLANT INSTITUTE INC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 134350599 | HEALTHCARE | IN | 501(C)(3) | 9 | IU HEALTH |
| EMERGENCY MEDICAL GROUP INC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351932442 | HEALTHCARE | IN | 501(C)(3) | 3 | METH MED GRP |
| INDIANA RADIOLOGY PARTNERS INC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 201017034 | HEALTHCARE | IN | 501(C)(3) | 3 | IU HEALTH |
| METHODIST HEALTH FOUNDATION INC | |||||||||
| 1800 NORTH CAPITOL AVENUE | INDIANAPOLIS | IN | 46202 | 356043086 | FUNDRAISING | IN | 501(C)(3) | 11 I | IU HEALTH |
| METHODIST HEALTH GROUP INC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 350876390 | HEALTHCARE | IN | 501(C)(3) | 11 III-FI | NA |
| METHODIST MEDICAL GROUP INC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351945384 | HEALTHCARE | IN | 501(C)(3) | 3 | IU HEALTH |
| METHODIST MEDICAL GROUP PHYSICIANS INC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351814660 | HEALTHCARE | IN | 501(C)(3) | 3 | METH MED GRP |
| METHODIST OCCUPATIONAL HEALTH CTRS INC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351844176 | HEALTHCARE | IN | 501(C)(3) | 3 | IU HEALTH |
| METHODIST RESEARCH INSTITUTE INC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 352023710 | HEATLCHARE | IN | 501(C)(3) | 11 I | IU HEALTH |
| MH HEALTHCARE INC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351766531 | HEALTHCARE | IN | 501(C)(3) | 3 | METH MED GRP |
| IU HEALTH BEDFORD INC | |||||||||
| 2900 WEST 16TH STREET | BEDFORD | IN | 47421 | 237042323 | HEALTHCARE | IN | 501(C)(3) | 3 | IU HEALTH |
| GOSHEN HEALTH SYSTEM INC | |||||||||
| 200 HIGH PARK AVENUE | GOSHEN | IN | 46527 | 351974765 | HEALTHCARE | IN | 501(C)(3) | 11 I | IU HEALTH |
| GOSHEN HOSPITAL ASSOCIATION INC | |||||||||
| 200 HIGH PARK AVENUE | GOSHEN | IN | 46527 | 356001540 | HEALTHCARE | IN | 501(C)(3) | 3 | GOSH HLH SYS |
| IU HEALTH LAPORTE HOSPITAL INC | |||||||||
| 1007 LINCOLNWAY | LAPORTE | IN | 46350 | 351125434 | HEALTHCARE | IN | 501(C)(3) | 3 | IU HEALTH |
| IU HEALTH LAPORTE PHYSICIANS INC | |||||||||
| 1007 LINCOLNWAY | LAPORTE | IN | 46350 | 311070868 | HEALTHCARE | IN | 501(C)(3) | 3 | LAP HLTH SYS |
| IU HEALTH TIPTON HOSPITAL INC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 262772226 | HEALTHCARE | IN | 501(C)(3) | 3 | IU HEALTH |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | |||||||||
| 2401 WEST UNIVERSITY AVENUE | MUNCIE | IN | 47303 | 350867958 | HEALTHCARE | IN | 501(C)(3) | 3 | IU HEALTH |
| IU HEALTH BLACKFORD HOSPITAL INC | |||||||||
| 410 PILGRIM BOULEVARD | HARTFORD CITY | IN | 47348 | 010646166 | HEALTHCARE | IN | 501(C)(3) | 3 | BALL MEM HSP |
| IU HEALTH PAOLI INC | |||||||||
| PO BOX 499 | PAOLI | IN | 47454 | 352090919 | HEALTHCARE | IN | 501(C)(3) | 3 | BLOOM HOSP |
| IU HEALTH BLOOMINGTON INC | |||||||||
| PO BOX 1149 | BLOOMINGTON | IN | 47402 | 351720796 | HEALTHCARE | IN | 501(C)(3) | 3 | IU HEALTH |
| BALL MEMORIAL HOSPITAL AUXILIARY INC | |||||||||
| 2401 WEST UNIVERSITY AVENUE | MUNCIE | IN | 47303 | 356025400 | HEALTHCARE | IN | 501(C)(3) | 11 III-FI | BALL MEM HSP |
| IU HEALTH BALL MEMORIAL PHYSICIANS INC | |||||||||
| 2401 WEST UNIVERSITY AVENUE | MUNCIE | IN | 47303 | 351925641 | HEALTHCARE | IN | 501(C)(3) | 9 | BALL MEM HSP |
| INDIANA UNIVERSITY HEALTHCARE ASSOCIATES | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 351747218 | HEALTHCARE | IN | 501(C)(3) | 9 | IU HEALTH |
| MIDWEST HEALTH STRATEGIES INC | |||||||||
| 950 N MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 46204 | 611415688 | HEALTHCARE | IN | 501(C)(3) | 3 | BALL MEM HSP |
| IU HEALTH BALL MEMORIAL HOSP FOUNDATION | |||||||||
| 2401 WEST UNIVERSITY AVENUE | MUNCIE | IN | 47303 | 311111784 | FUNDRAISING | IN | 501(C)(3) | 11 I | BALL MEM HSP |
| HEALTHLINC INC | |||||||||
| 200 HIGH PARK AVENUE | GOSHEN | IN | 46527 | 263571507 | HEALTHCARE | IN | 501(C)(3) | 3 | GOSH HLH SYS |
| IU HEALTH MORGAN HOSPITAL INC | |||||||||
| 2209 JOHN R WOODEN DRIVE | MARTINSVILLE | IN | 46151 | 273533027 | HEALTHCARE | IN | 501(C)(3) | 3 | IU HEALTH |
| IU HEALTH WHITE MEMORIAL HOSPITAL INC | |||||||||
| 720 SOUTH SIXTH STREET | MONTICELLO | IN | 47960 | 273532963 | HEALTHCARE | IN | 501(C)(3) | 3 | IU HEALTH |
Form990 Schedule R Part III Form990ScheduleRPartIII (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLARIAN HEALTH NETWORK LLC | ||||||||||||||
| 950 NORTH MERIDIAN STREET SUITE 80 | INDIANAPOLIS | IN | 46204 | 352055030 | HEALTHCARE | IN | NA | RELATED | 0 | 0 | false | $0 | false | 0.66700 |
| CLARIAN HEALTH NORTH LLC | ||||||||||||||
| 11700 NORTH MERIDIAN STREET | CARMEL | IN | 46032 | 431980602 | HEALTHCARE | IN | NA | RELATED | 16735938 | 235761406 | false | $0 | true | 0.66809 |
| CHV FUND I LLC | ||||||||||||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | 262523206 | VENTURE CAPITAL | IN | NA | INVESTMENT | 44547 | 11230120 | false | $0 | false | 1.00000 |
| CLARIAN HEALTH WEST LLC | ||||||||||||||
| 1111 N RONALD REAGAN PARKWAY | AVON | IN | 46123 | 431980611 | HEALTHCARE | IN | NA | RELATED | 28412309 | 171300688 | false | $0 | true | 0.76884 |
| HEALTH VENTURE MANAGEMENT LLC | ||||||||||||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | 205740218 | MANAGEMENT | IN | NA | UNRELATED | -680 | 709223 | false | -$691 | false | 0.99000 |
| INDIANA ENDOSCOPY CENTERS LLC | ||||||||||||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | 208398421 | HEALTHCARE | IN | NA | RELATED | 4937626 | 6129582 | false | $0 | false | 0.51000 |
| INDIANA LAKES MANAGED CARE ORG LLC | ||||||||||||||
| PO BOX 139 | GOSHEN | IN | 46526 | 351946663 | HEALTHCARE | IN | GOSH HLH SYS | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| SENATE STREET SURGERY CENTER LLC | ||||||||||||||
| 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | 421709357 | HEALTHCARE | IN | NA | RELATED | 4102589 | 5652717 | false | $0 | false | 0.58000 |
| THE HEALTHCARE GROUP LLC | ||||||||||||||
| 1776 N MERIDIAN STREET SUITE 300 | INDIANAPOLIS | IN | 46202 | 352067373 | MANAGED CARE | IN | NA | RELATED | 4369739 | 8043550 | false | $0 | false | 0.75849 |
| BALL OUTPATIENT SURGERY CENTER LLC | ||||||||||||||
| 2401 WEST UNIVERSITY AVENUE | MUNCIE | IN | 47303 | 270275794 | HEALTHCARE | IN | BALL MEM HSP | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| CARDINAL HEALTH INITIATIVES LLC | ||||||||||||||
| 2401 WEST UNIVERSITY AVENUE | MUNCIE | IN | 47303 | 300102702 | PURCHASING | IN | BALL MEM HSP | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| MID-AMERICA SURGERY CENTER LLC | ||||||||||||||
| 2401 WEST UNIVERSITY AVENUE | MUNCIE | IN | 47303 | 352002953 | HEALTHCARE | IN | BALL MEM HSP | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| BMH OUTPATIENT SURGERY SERVICES LLC | ||||||||||||||
| 2401 WEST UNIVERSITY AVENUE | MUNCIE | IN | 47303 | 204567998 | HEALTHCARE | IN | BALL MEM HSP | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| CHV FUND MANAGEMENT LLC | ||||||||||||||
| 950 NORTH MERIDIAN STREET SUITE 80 | INDIANAPOLIS | IN | 46204 | 262523151 | VENTURE CAPITAL | IN | CLAR HLTH VENT | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| ROC SURGERY LLC | ||||||||||||||
| 950 NORTH MERIDIAN STREET SUITE 80 | INDIANAPOLIS | IN | 46204 | 271497960 | HEALTHCARE | IN | NA | RELATED | 240084 | 2496453 | false | $0 | false | 0.58974 |
| WELLINGTON TRUST COMPANY NA INTL GROWTH | ||||||||||||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | 200231923 | INVESTMENTS | MA | NA | INVESTMENT | 5586057 | 46194568 | false | $0 | false | 0.50585 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (15 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IUH ASSURANCE LTD | ||||||||||||||||
| 720 WEST BAY ROAD | PO BOX 69 | GRAND CAYMAN | CJ | 980395429 | INSURANCE | CJ | NA | C | 0 | 0 | 1.00000 | |||||
| CLARIAN HEALTH PLANS INC | ||||||||||||||||
| 262127080 | HMO | NA | C | 88195066 | 8322870 | 1.00000 | 1776 MERIDIAN STREET SUITE 300 | INDIANAPOLIS | IN | 46202 | IN | |||||
| CHV CAPITAL INC | ||||||||||||||||
| 260752507 | VENTURE CAPITAL | NA | C | 624996 | 197333 | 1.00000 | 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | IN | |||||
| CLARIAN RISK PURCHASING GROUP INC | ||||||||||||||||
| 260202446 | INSURANCE | NA | C | 0 | 0 | 1.00000 | 151 MEETING STREET SUITE 301 | CHARLESTON | SC | 29401 | IN | |||||
| CLARIAN HEALTH RISK RETENTION GRP INC | ||||||||||||||||
| 201107674 | INSURANCE | NA | C | 2575568 | 46293920 | 0.97000 | 151 MEETING STREET SUITE 301 | CHARLESTON | SC | 29401 | SC | |||||
| M-PLAN INC | ||||||||||||||||
| 351772506 | HMO | THE HLTHCR GRP | C | 0 | 0 | 0.00000 | 1776 N MERIDIAN STREET SUITE 300 | INDIANAPOLIS | IN | 46202 | IN | |||||
| OCC-HEALTH REVENUE SYSTEMS INC | ||||||||||||||||
| 203308057 | WORK COMP PPO | METH OCC HLTH | C | 0 | 0 | 0.00000 | 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | IN | |||||
| PARKMOR DRUG INC | ||||||||||||||||
| 131394980 | PHARMACY SALES | GOSH HLH SYS | C | 0 | 0 | 0.00000 | 1501 SOUTH MAIN STREET | GOSHEN | IN | 46526 | IN | |||||
| BMH MEDICAL PAVILION ASSOCIATION INC | ||||||||||||||||
| 351858408 | CONDO MANAGEMENT | BALL MEM HSP | C | 0 | 0 | 0.00000 | 2525 WEST UNIVRSITY AVENUE | MUNCIE | IN | 47303 | IN | |||||
| CARDINAL HEALTH VENTURES INC | ||||||||||||||||
| 351611424 | MANAGEMENT | BALL MEM HSP | C | 0 | 0 | 0.00000 | 2401 WEST UNIVERSITY AVENUE | MUNCIE | IN | 47303 | IN | |||||
| PILR INC | ||||||||||||||||
| 204294750 | DEVELOPMENT | GOSH HLH SYS | C | 0 | 0 | 0.00000 | 200 HIGH PARK AVENUE | GOSHEN | IN | 46526 | IN | |||||
| IU HEALTH SOUTHERN INDIANA PHYS INC | ||||||||||||||||
| 351913875 | HEALTHCARE | BLOOM HOSP | C | 0 | 0 | 0.00000 | PO BOX 1149 | BLOOMINGTON | IN | 47402 | IN | |||||
| RADIATION ONCOLOGY RESOURCES INC | ||||||||||||||||
| 262008424 | HEALTHCARE | GOSH HLH SYS | C | 0 | 0 | 0.00000 | 200 HIGH PARK AVENUE | GOSHEN | IN | 46527 | IN | |||||
| UNIVERSITY HEALTH MANAGEMENT INC | ||||||||||||||||
| 272891143 | MANAGEMENT | CLAR HLTH VENT | C | 0 | 0 | 0.00000 | 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | IN | |||||
| UNIVERSITY HEALTH MGMT (CHINA) INC | ||||||||||||||||
| 273891311 | MANAGEMENT | CLAR HLTH VENT | C | 0 | 0 | 0.00000 | 950 N MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | IN | |||||
| 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 | false | 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 | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (56 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| IU HEALTH ARNETT INC | |
| A | 13206481 |
| IU HEALTH ARNETT INC | |
| I | 294011 |
| IU HEALHT ARNETT INC | |
| K | 26082127 |
| IU HEALTH BEDFORD INC | |
| A | 649061 |
| IU HEALTH BEDFORD INC | |
| K | 567797 |
| IU HEALTH BLACKFORD HOSPITAL INC | |
| K | 51052 |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | |
| K | 7497024 |
| IU HEALTH BALL MEMORIAL HOSPITAL INC | |
| L | 610641 |
| BALL OUTPATIENT SURGERY CENTER LLC | |
| K | 1118452 |
| IU HEALTH BLOOMINGTON INC | |
| K | 827170 |
| CARDINAL HEALTH INITIATIVES LLC | |
| K | 428414 |
| CLARIAN HEALTH PLANS INC | |
| K | 621373 |
| CHV CAPITAL INC | |
| I | 59972 |
| CLARIAN HEALTH RISK RETENTION GROUP INC | |
| K | 1204882 |
| GOSHEN HEALTH SYSTEM INC | |
| A | 1905417 |
| GOSHEN HEALTH SYSTEM INC | |
| K | 180000 |
| INDIANA ENDOSCOPY CENTERS LLC | |
| K | 1468597 |
| INDIANA ENDOSCOPY CENTERS LLC | |
| R | 5241015 |
| INDIANA RADIOLOGY PARTNERS INC | |
| K | 3300638 |
| INDIANA RADIOLOGY PARTNERS INC | |
| L | 402555 |
| INDIANA UNIVERSITY HEALTH CARE ASSOCIATES | |
| I | 1999579 |
| INDIANA UNIVERSITY HEALTH CARE ASSOCIATES | |
| K | 13537245 |
| INDIANA UNIVERSITY HEALTH CARE ASSOCIATES | |
| L | 30253148 |
| INDIANA UNIVERSITY HEALTH CARE ASSOCIATES | |
| N | 5373267 |
| CLARIAN TRANSPLANT INSTITUTE INC | |
| B | 999996 |
| CLARIAN TRANSPLANT INSTITUTE INC | |
| K | 153695 |
| CLARIAN TRANSPLANT INSTITUTE INC | |
| L | 2829384 |
| IU HEALTH LAPORTE HOSPITAL INC | |
| A | 1659152 |
| IU HEALTH LAPORTE HOSPITAL INC | |
| K | 576060 |
| METHODIST HEALTH FOUNDATION INC | |
| A | 591978 |
| METHODIST HEALTH FOUNDATION INC | |
| C | 326022 |
| METHODIST HEALTH FOUNDATION INC | |
| N | 65956 |
| METHODIST MEDICAL GROUP PHYSICIANS INC | |
| K | 1168266 |
| METHODIST OCCUPATIONAL HEALTH CENTERS INC | |
| K | 895656 |
| METHODIST OCCUPATIONAL HEALTH CENTERS INC | |
| L | 1692931 |
| CLARIAN HEALTH NORTH LLC | |
| A | 15763078 |
| CLARIAN HEALTH NORTH LLC | |
| I | 1699122 |
| CLARIAN HEALTH NORTH LLC | |
| K | 17657427 |
| CLARIAN HEALTH NORTH LLC | |
| L | 621657 |
| CLARIAN HEALTH NORTH LLC | |
| R | 638095 |
| ROC SURGERY LLC | |
| I | 146137 |
| ROC SURGERY LLC | |
| K | 315960 |
| SENATE STREET SURGERY CENTER LLC | |
| I | 142464 |
| SENATE STREET SURGERY CENTER LLC | |
| K | 2366646 |
| SENATE STREET SURGERY CENTER LLC | |
| R | 3539000 |
| IU HEALTH TIPTON HOSPITAL INC | |
| A | 198341 |
| IU HEALTH TIPTON HOSPITAL INC | |
| K | 438009 |
| CLARIAN HEALTH WEST LLC | |
| A | 9986488 |
| CLARIAN HEALTH WEST LLC | |
| I | 434212 |
| CLARIAN HEALTH WEST LLC | |
| K | 14162592 |
| CLARIAN HEALTH WEST LLC | |
| R | 4590000 |
| CHV FUND I LLC | |
| L | 624996 |
| CLARIAN HEALTH NORTH LLC | |
| J | 160983 |
| METHODIST RESEARCH INSTITUTE INC | |
| B | 3614006 |
| EMERGENCY MEDICAL GROUP INC | |
| L | 97230 |
| HEALTH VENTURE MANAGEMENT LLC | |
| L | 2217688 |