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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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-11-11T07:53:50-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 2600AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN351955872EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1INDIANA UNIVERSITY HEALTH INCBusinessNameLine1
Business Name Line2F/K/A CLARIAN HEALTH PARTNERS INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlINDINameControl
Phone3179624597Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameISADORE RIVASName
TitleCFOTitle
Date Signed2011-11-15DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJENNIFER RHODERICKName
Phone3176817000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDANIEL F EVANS JRNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN ST STE 800AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2622112561GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.IUHEALTH.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1997YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionImprove the health of our patients and community through innovation and excellence in care, education, research and service.ActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members9NbrIndependentVotingMembers
Total Nbr Employees16514TotalNbrEmployees
Total Nbr Volunteers1279TotalNbrVolunteers
Total Gross UBI18934597TotalGrossUBI
Net Unrelated Business Txbl Income2191664NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year10663050ContributionsGrantsPriorYear
Contributions Grants Current Year10303503ContributionsGrantsCurrentYear
Program Service Revenue Prior Year2152202438ProgramServiceRevenuePriorYear
Program Service Revenue CY2314094838ProgramServiceRevenueCY
Investment Income Prior Year-51361237InvestmentIncomePriorYear
Investment Income Current Year99233443InvestmentIncomeCurrentYear
Other Revenue Prior Year32456281OtherRevenuePriorYear
Other Revenue Current Year41156988OtherRevenueCurrentYear
Total Revenue Prior Year2143960532TotalRevenuePriorYear
Total Revenue Current Year2464788772TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year30446391GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY22673782GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year880381556SalariesEtcPriorYear
Salaries Etc Current Year920720778SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1133213656OtherExpensePriorYear
Other Expenses Current Year1291802047OtherExpensesCurrentYear
Total Expenses Prior Year2044041603TotalExpensesPriorYear
Total Expenses Current Year2235196607TotalExpensesCurrentYear
Revenues Less Expenses Prior Year99918929RevenuesLessExpensesPriorYear
Revenues Less Expenses CY229592165RevenuesLessExpensesCY
Total Assets BOY3585775876TotalAssetsBOY
Total Assets EOY4042172031TotalAssetsEOY
Total Liabilities BOY1954329127TotalLiabilitiesBOY
Total Liabilities EOY2303021743TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1631446749NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1739150288NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionImprove the health of our patients and community through innovation and excellence in care, education, research and service.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1942155229Expense
Grants22673782Grants
Revenue2358643098Revenue
DescriptionIndiana 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 Expense1942155229TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitaltrueHospital
Financial Stmt AttachedfalseFinancialStmtAttached
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10961066NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees16514NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members9NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocstrueChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChapterstrueLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProceduretrueWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonCARA BREIDSTERNamePerson
Telephone Number3179624597TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1950 N MERIDIAN ST SUITE 800AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (31 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
V WILLIAM HUNT
CHAIRMAN6.0X000
THE HON SARAH EVANS BARKER
DIRECTOR6.0X000
WILLIAM R CAST MD
DIRECTOR6.0X1875000
D CRAIG BRATER MD
VICE CHAIRMAN6.0X2999100
THOMAS W CHAPMAN PHD
VICE CHAIRMAN6.0X2275000
BISHOP MICHAEL COYNER
DIRECTOR6.0X000
DANIEL F EVANS JR
PRESIDENT & CEO, DIRECTOR55.0X12526460828133X
CHARLES E GOLDEN
DIRECTOR6.0X4250000
DAVID W GOODRICH
DIRECTOR6.0X4450000
MICHAEL A MCROBBIE PHD
DIRECTOR6.0X2350000
JAMES E LINGEMAN MD
DIRECTOR6.0X2650074196946352
ANGELA BARRON MCBRIDE PHD
DIRECTOR6.0X2500000
MARVIN G PEMBER
EXECUTIVE VP & CFO55.08646390516323X
NORMAN G TABLER JR
SVP & GEN. COUNSEL, SECRETARY55.0584679028626X
RICHARD F GRAFFIS MD
EXECUTIVE VP & CMO55.01284703037808X
SAMUEL L ODLE
EXECUTIVE VP & COO55.08835250390195X
LINDA Q EVERETT
EXECUTIVE VP & CNO55.04701590112898X
DEBRA L UHL
COO (UNIVERSITY)55.0258641035681X
LINDA CHASE
VP - NURSING (METHODIST)55.0150161011677X
JOHN C KOHNE MD
COO (METHODIST)55.04394780114226X
DANIEL L FINK
CEO (RILEY)55.05135220118283X
JIM JORGENSON
VP - CHIEF PHARMACY OFFICER55.0220253035172X
DIANE J THOMPSON
VP - NURSING (UNIVERSITY)55.0217293032723X
WOODROW A COREY MD
PHYSICIAN EXECUTIVE55.076710311418450482X
LAWRENCE S KLEIN MD
PHYSICIAN55.0751397035627X
SAMI AASAR MD
PHYSICIAN55.0750427048442X
EDWARD HARLAMERT MD
PHYSICIAN55.0747381048442X
TALAL HAMDAN MD
PHYSICIAN55.0745435045442X
MARILYN COX
SVP - NURSING & PCS (RILEY)55.02589370152101X
RHONDA E SMITH
VP - NURSING & PCS (METHODIST)55.02126940164927X
RICHARD S HELSPER
VP - OPERATIONS55.016202680498620X
FieldValueIRS element (for citing)
Total Reportable Comp From Org11608184TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1124202TotalReportableCompFrmRltdOrgs
Total Other Compensation2862180TotalOtherCompensation
Number Individuals GT100 K687NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
TURNER-HARMON CONSTRUCTION
9190 PRIORITY WAY WEST SUITE 201INDIANAPOLISIN46240CONSTRUCTION32114882
CERNER CORP
2800 ROCKCREEK PARKWAYKANSAS CITYMO54117CONSULTING SERVICES20749125
PEPPER CONSTRUCTION COMPANY OF IN
1850 W 115TH STREETINDIANAPOLISIN46202CONSTRUCTION19381160
OMNIFLIGHT HELICOPTERS INC
16145 ADDISON ROAD SUITE 400ADDISONTX75001HELICOP. MAINTENANCE6977665
UNITED HOSPITAL SERVICES LLC
9948 PARK DAVIS DRIVEINDIANAPOLISIN46235LAUNDRY SERVICES5089031
FieldValueIRS element (for citing)
Number Of Contractors GT100 K259NumberOfContractorsGT100K
Related Organizations5591978RelatedOrganizations
Government Grants4149338GovernmentGrants
All Other Contributions562187AllOtherContributions
Total Contributions10303503TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
NET PATIENT SERVICE REVENUE621110181955164218195516420
SUPPORT SERVICES5419901037949549207415611720798
LAB SERVICES6215112806436952767473343896361
PHARMACY44611045026487437436031282884
OTHER PROGRAM SERVICE REVENUE9000996507806064951369126691
FieldValueIRS element (for citing)
Total Program Service Revenue2314094838TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column58953786TotalRevenueColumn
Related Or Exempt Function Income44548260RelatedOrExemptFunctionIncome
Exclusion$14,405,526ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column43223TotalRevenueColumn
Exclusion$43,223ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real12909597Real
Personal23764Personal

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real12909597Real
Personal23764Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column12933361TotalRevenueColumn
Unrelated Business Revenue83736UnrelatedBusinessRevenue
Exclusion$12,849,625ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities195913834Securities
Other1646389Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities154742486Securities
Other2581303Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities41171348Securities
Other-934914Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column40236434TotalRevenueColumn
Exclusion$40,236,434ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
CAFETERIA72221262603620$6,260,362
PARKING81293013286720$1,328,672
TELEPHONE90009911688170$1,168,817

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column19465776TotalRevenueColumn
Unrelated Business Revenue1824127UnrelatedBusinessRevenue
Exclusion$17,641,649ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue28223627TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2464788772TotalRevenueColumn
Related Or Exempt Function Income2341616364RelatedOrExemptFunctionIncome
Unrelated Business Revenue18934597UnrelatedBusinessRevenue
Exclusion$93,934,308ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total22673782Total
Program Services22673782ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total9634931Total
Program Services7881374ProgramServices
Management And General1753557ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total720682028Total
Program Services589517899ProgramServices
Management And General131164129ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total47065441Total
Program Services38499531ProgramServices
Management And General8565910ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total90385254Total
Program Services73935138ProgramServices
Management And General16450116ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total52953124Total
Program Services43315655ProgramServices
Management And General9637469ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total2383971Total
Management And General2383971ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total5457648Total
Management And General5457648ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total3407429Total
Management And General3407429ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total615634Total
Management And General615634ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1261502Total
Management And General1261502ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total198909462Total
Program Services162707940ProgramServices
Management And General36201522ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total22233054Total
Program Services18186638ProgramServices
Management And General4046416ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total29110260Total
Program Services23812193ProgramServices
Management And General5298067ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total76433361Total
Program Services62522489ProgramServices
Management And General13910872ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total65619399Total
Program Services53676668ProgramServices
Management And General11942731ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total2231337Total
Program Services1825234ProgramServices
Management And General406103ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total212395Total
Program Services173739ProgramServices
Management And General38656ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total32477446Total
Program Services26566551ProgramServices
Management And General5910895ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total131244303Total
Program Services107357840ProgramServices
Management And General23886463ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total16324226Total
Program Services13353217ProgramServices
Management And General2971009ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
DRUGS/SUPPLIES/HEALTH CLAIMS501223508501223508
EDUCATION & RESEARCH SUPPORT6135300061353000
BAD DEBT112965253112965253
DUES21551122155112
INCOME TAX991107991107

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total25192640Total
Program Services20607580ProgramServices
Management And General4585060ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2235196607Total
Program Services1942155229ProgramServices
Management And General293041378ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY695BOY
EOY16362EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY188813440BOY
EOY419885647EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY269671236BOY
EOY267310561EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY807880570BOY
EOY761304821EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY37571330BOY
EOY41652571EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY15145420BOY
EOY67924931EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis3090499933LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1600432282LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1339240316BOY
EOY1490067651EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY828582703BOY
EOY900782656EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY84096983BOY
EOY76333741EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY3898864EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY14773183BOY
EOY12994226EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3585775876BOY
EOY4042172031EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY231144449BOY
EOY295564132EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY15085944BOY
EOY142473611EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY1163658119BOY
EOY1089553181EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY322802005BOY
EOY384935514EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY221638610BOY
EOY390495305EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1954329127BOY
EOY2303021743EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1626226697BOY
EOY1733963848EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY320971BOY
EOY288359EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4899081BOY
EOY4898081EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1631446749BOY
EOY1739150288EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3585775876BOY
EOY4042172031EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses229592165ReconcilationRevenueExpenses
Reconcilation Other Changes-121888626ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$615,634DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB615634TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierSchedule C, Part IVIdentifier
Return ReferencePolitical Campaign and Lobbying ActivitiesReturnReference
ExplanationIndiana 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

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance5220052BeginningOfYearBalance
Grants Or Scholarships33612GrantsOrScholarships
End Of Year Balance5186440EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance82476620BeginningOfYearBalance
Grants Or Scholarships800000GrantsOrScholarships
Other Expenditures76244118OtherExpenditures
Administrative Expenses212450AdministrativeExpenses
End Of Year Balance5220052EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance72300805BeginningOfYearBalance
Contributions10329033Contributions
Investment Earnings Or Losses90972InvestmentEarningsOrLosses
Administrative Expenses244190AdministrativeExpenses
End Of Year Balance82476620EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.94440PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.05560TermEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgstrueEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RtrueAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis134897667OtherCostOrOtherBasis
Book Value134897667BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis633240830OtherCostOrOtherBasis
Depreciation310214754Depreciation
Book Value323026076BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis577211980OtherCostOrOtherBasis
Depreciation337267574Depreciation
Book Value239944406BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1192551900OtherCostOrOtherBasis
Depreciation931519451Depreciation
Book Value261032449BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis552597556OtherCostOrOtherBasis
Depreciation21430503Depreciation
Book Value531167053BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1490067651TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (8 entries)

DescriptionDescriptionAmountAmount
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
FieldValueIRS element (for citing)
Total Of Amounts390495305TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Schedule D, Part VLine 4 - Intended Uses of Organization's Endowment FundsTemporarily and permanently restricted net assets are generally restricted for indigent and other patient care services, medical education and research programs, and medical supplies and equipment.
Schedule D, Part XOther LiabilitiesIndiana 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)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Central America and the Caribbean00Program ServicesSELF-INSURANCE5950113
Central America and the Caribbean00Unrelated Trade or BusinessN/A0
Central America and the Caribbean00InvestmentsN/A389480084
Central America and the Caribbean00Conduct board meetingsN/A50917
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent395481114SubtotalAmountSpent
Total Amount Spent395481114TotalAmountSpent
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierSchedule F, Part IIdentifier
Return ReferenceLine 3 - Activities per RegionReturnReference
ExplanationThe 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

FieldValueIRS element (for citing)
Charity Care PolicytrueCharityCarePolicy
Written PolicytrueWrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free CaretrueFPGReferenceFreeCare
Pcent200XPcent200
FPG Reference Discounted CaretrueFPGReferenceDiscountedCare
Pcent400XPcent400
Free Disc Care Medically IndigenttrueFreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity CaretrueAmountsBudgetedForCharityCare
Expenses Exceeded BudgettrueExpensesExceededBudget
Unable To Provide CarefalseUnableToProvideCare
Annual Community Benefit ReporttrueAnnualCommunityBenefitReport
Report Publically AvailabletrueReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Persons Served40176PersonsServed
Total Community Benefit Expense78047705TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense78047705NetCommunityBenefitExpense
Percent Of Total Expense0.03290PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Persons Served301693PersonsServed
Total Community Benefit Expense563937136TotalCommunityBenefitExpense
Direct Offsetting Revenue438070213DirectOffsettingRevenue
Net Community Benefit Expense125866923NetCommunityBenefitExpense
Percent Of Total Expense0.05310PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

FieldValueIRS element (for citing)
Total Community Benefit Expense0TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense0NetCommunityBenefitExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Persons Served341869PersonsServed
Total Community Benefit Expense641984841TotalCommunityBenefitExpense
Direct Offsetting Revenue438070213DirectOffsettingRevenue
Net Community Benefit Expense203914628NetCommunityBenefitExpense
Percent Of Total Expense0.08600PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Number Of Activities Or Programs60NumberOfActivitiesOrPrograms
Persons Served49706PersonsServed
Total Community Benefit Expense12945513TotalCommunityBenefitExpense
Direct Offsetting Revenue45238DirectOffsettingRevenue
Net Community Benefit Expense12900275NetCommunityBenefitExpense
Percent Of Total Expense0.00540PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Number Of Activities Or Programs11NumberOfActivitiesOrPrograms
Persons Served10141PersonsServed
Total Community Benefit Expense66844523TotalCommunityBenefitExpense
Direct Offsetting Revenue10218058DirectOffsettingRevenue
Net Community Benefit Expense56626465NetCommunityBenefitExpense
Percent Of Total Expense0.02390PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Number Of Activities Or Programs4NumberOfActivitiesOrPrograms
Persons Served4538PersonsServed
Total Community Benefit Expense5206393TotalCommunityBenefitExpense
Direct Offsetting Revenue1302775DirectOffsettingRevenue
Net Community Benefit Expense3903618NetCommunityBenefitExpense
Percent Of Total Expense0.00160PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Number Of Activities Or Programs3NumberOfActivitiesOrPrograms
Persons Served40PersonsServed
Total Community Benefit Expense15887873TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense15887873NetCommunityBenefitExpense
Percent Of Total Expense0.00670PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Number Of Activities Or Programs17NumberOfActivitiesOrPrograms
Persons Served83248PersonsServed
Total Community Benefit Expense7660748TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense7660748NetCommunityBenefitExpense
Percent Of Total Expense0.00320PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs95NumberOfActivitiesOrPrograms
Persons Served147673PersonsServed
Total Community Benefit Expense108545050TotalCommunityBenefitExpense
Direct Offsetting Revenue11566071DirectOffsettingRevenue
Net Community Benefit Expense96978979NetCommunityBenefitExpense
Percent Of Total Expense0.04080PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs95NumberOfActivitiesOrPrograms
Persons Served489542PersonsServed
Total Community Benefit Expense750529891TotalCommunityBenefitExpense
Direct Offsetting Revenue449636284DirectOffsettingRevenue
Net Community Benefit Expense300893607NetCommunityBenefitExpense
Percent Of Total Expense0.12680PercentOfTotalExpense

Physical Improvements And Housing PhysicalImprovementsAndHousing

FieldValueIRS element (for citing)
Total Community Building Expense0TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense0NetCommunityBuildingExpense

Economic Development EconomicDevelopment

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served0PersonsServed
Total Community Building Expense396TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense396NetCommunityBuildingExpense

Community Support CommunitySupport

FieldValueIRS element (for citing)
Number Of Activities Or Programs2NumberOfActivitiesOrPrograms
Persons Served2148PersonsServed
Total Community Building Expense14883TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense14883NetCommunityBuildingExpense

Environmental Improvements EnvironmentalImprovements

FieldValueIRS element (for citing)
Total Community Building Expense0TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense0NetCommunityBuildingExpense

Leadership Development LeadershipDevelopment

FieldValueIRS element (for citing)
Total Community Building Expense0TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense0NetCommunityBuildingExpense

Coalition Building CoalitionBuilding

FieldValueIRS element (for citing)
Number Of Activities Or Programs3NumberOfActivitiesOrPrograms
Persons Served36825PersonsServed
Total Community Building Expense1104677TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense1104677NetCommunityBuildingExpense
Percent Of Total Expense0.00050PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

FieldValueIRS element (for citing)
Total Community Building Expense0TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense0NetCommunityBuildingExpense

Workforce Development WorkforceDevelopment

FieldValueIRS element (for citing)
Total Community Building Expense0TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense0NetCommunityBuildingExpense

Other Other

FieldValueIRS element (for citing)
Total Community Building Expense0TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense0NetCommunityBuildingExpense

Total Total

FieldValueIRS element (for citing)
Number Of Activities Or Programs6NumberOfActivitiesOrPrograms
Persons Served38973PersonsServed
Total Community Building Expense1119956TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense1119956NetCommunityBuildingExpense
Percent Of Total Expense0.00050PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReported
Bad Debt Expense$48,060,100BadDebtExpenseAmount
Amount Attributable To0AmountAttributableTo
Amount Reimbursed By Medicare399610844AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare436217190CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-36606346MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection PolicytrueWrittenDebtCollectionPolicy
Provision For Charity CaretrueProvisionForCharityCare

Form990 Schedule H Part IV Form990ScheduleHPartIV (6 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivityOrganization Profit Or OwnershipOrganizationProfitOrOwnershipOfficers Etc Profit Or OwnershipOfficersEtcProfitOrOwnershipPhysicans Profit Or OwnershipPhysicansProfitOrOwnership
CLARIAN HEALTH NORTH
ACUTE CARE HOSPITAL0.638100.000000.36190
CLARIAN HEALTH WEST
ACUTE CARE HOSPITAL0.768840.000000.23116
BELTWAY SURG CENTERS
AMBULATORY SURGERY CENTER0.500000.000000.50000
SENATE ST SURG CTR
AMBULATORY SURGERY CENTER0.580000.000000.42000
IND ENDOSCOPY CTRS
AMBULATORY SURGERY CENTER0.510000.000000.49000
ROC SURGERY
AMBULATORY SURGERY CENTER0.589740.000000.41026
FieldValueIRS element (for citing)
Number Of Hospital Facilities5NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (5 entries)

Facility NumberFacilityNumberAddress Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeLicensed HospitalLicensedHospitalGeneral Medical And SurgicalGeneralMedicalAndSurgicalChildrens HospitalChildrensHospitalTeaching HospitalTeachingHospitalResearch FacilityResearchFacilityEr24 HoursEr24Hours
IU HEALTH METHODIST HOSPITAL
11701 N SENATE BOULEVARDINDIANAPOLISIN46206XXXXXX
RILEY HOSP FOR CHILDREN AT IU HEALTH
2705 RILEY HOSPITAL DRIVEINDIANAPOLISIN46202XXXXXX
IU HEALTH UNIVERSITY HOSPITAL
3550 NORTH UNIVERSITY BLVDINDIANAPOLISIN46202XXXXX
IU HEALTH NORTH HOSPITAL
411700 NORTH MERIDIAN STREETCARMELIN46032XXXX
IU HEALTH WEST HOSPITAL
51111 NORTH RONALD REAGAN PARKWAYAVONIN46123XXX

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

FieldValueIRS element (for citing)
Number Of Other Facilities52NumberOfOtherFacilities

Other Facilities OtherFacilities (52 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeFacility TypeFacilityType
BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAYINDIANAPOLISIN46280AMBULATORY SURGERY CENTER
SENATE STREET SURGERY CENTER
1801 N SENATE BLVDINDIANAPOLISIN46202AMBULATORY SURGERY CENTER
EAGLE HIGHLANDS SURGERY CENTER
6850 PARKDALE PLACEINDIANAPOLISIN46254AMBULATORY SURGERY CENTER
BELTWAY SURGERY CENTER - SPRINGMILL
200 WEST 103RD STREETINDIANAPOLISIN46280AMBULATORY SURGERY CENTER
BELTWAY SURGERY CENTER - SPRINGMILL
200 WEST 103RD STREET SUITE 2400INDIANAPOLISIN46290AMBULATORY SURGERY CENTER
IU HEALTH CARDIOVASCULAR SURGEONS
1701 NORTH SENATE BLVD SUITE 755INDIANAPOLISIN46202CARDIOVASCULAR CENTER
METHODIST MEDICAL PLAZA-EAGLE HIGHLANDS
6850 PARKDALE PLACEINDIANAPOLISIN46254DIAGNOSTIC CENTER
METHODIST MEDICAL PLAZA - SOUTH
8820 SOUTH MERIDIAN STREETINDIANAPOLISIN46217DIAGNOSTIC CENTER
INDIANA ENDOSCOPY CENTER
10967 ALLISONVILLE ROAD SUITE 100FISHERSIN46038AMBULATORY SURGERY CENTER
INDIANA ENDOSCOPY CENTER
1115 RONALD REAGAN PARKWAY SUITE 3AVONIN46123AMBULATORY SURGER CENTER
INDIANA ENDOSCOPY CENTER
1801 N SENATE BLVD SUITE 401INDIANAPOLISIN46202AMBULATORY SURGER CENTER
SPRINGMILL MEDICAL CLINIC
200 WEST 103RD STREET SUITE 1200INDIANAPOLISIN46290LABORATORY
DIALYSIS CENTER
2140 N CAPITOL AVENUEINDIANAPOLISIN46202DIALYSIS CENTER
IU HEALTH SLEEP APNEA EDUCATION CTR
1111 N RONALD REAGAN PARKWAYAVONIN46213SLEEP APNEA CENTER
IU HEALTH SLEEP APNEA EDUCATION CTR
11590 N MERIDIAN STREET SUITE 410CARMELIN46032SLEEP APNEA CENTER
IU HEALTH HOME CARE
1300 STATE STREET SUITE 2ELAPORTEIN46350HOME HEALTH CARE CENTER
IU HEALTH HOME CARE
1411 WEST COUNTY LINE ROADGREENWOODIN46142HOME HEALTH CARE CENTER
IU HEALTH HOME CARE
1828 N ILLINOIS STREETINDIANAPOLISIN46202HOME HEALTH CARE CENTER
IU HEALTH HOME CARE
2401 LOY DRIVE SUITE 202LAFAYETTEIN47909HOME HEALTH CARE CENTER
IU HEALTH SLEEP APNEA EDUCATION CTR
6000 W KILGOREMUNCIEIN47396SLEEP APNEA HOME HEALTH CARE CENTER
IU HEALTH HOME CARE
702 N ILLINOIS STREETINDIANAPOLISIN46204HOME HEALTH CARE CENTER
IU HEALTH SLEEP APNEA EDUCATION CTR
714 N SENATE AVE SUITE 120INDIANAPOLISIN46202SLEEP APNEA HOME HEALTH CARE CENTER
METHODIST CARDIOLOGY PHYSICIANS
1801 NORTH SENATE BLVD SUITE 310INDIANAPOLISIN46202CARDIOLOGY CENTER
IU HEALTH SOUTH RETAIL PHARMACY
8820 S MERIDIAN STREET SUITE 105INDIANAPOLISIN46217PHARMACY
METHODIST CARDIOLOGY PHYSICIANS
11725 NORTH ILLINOIS STREET SUITECARMELIN46032CARDIOLOGY CENTER
METHODIST MEDICAL PLAZA - EAST
9660 EAST WASHINGTON STREETINDIANAPOLISIN46229DIAGNOSTIC AND OUTPATIENT SURGERY CENTER
HEART PARTNERS OF INDIANA
10967 ALLISONVILLE ROAD SUITE 240FISHERSIN46038CARDIOVASCULAR CENTER
HEART PARTNERS OF INDIANA
8075 N SHADELAND AVENUE SUITE 350INDIANAPOLISIN46250CARDIOVASCULAR CENTER
IU HEALTH SLEEP DISORDERS CENTER
11590 N MERIDIAN STREET SUITE 410INDIANAPOLISIN46032SLEEP DISORDERS CENTER
IU HEALTH BARIATRIC CENTER
6640 INTECH BLVD SUITE 300INDIANAPOLISIN46278BARIATRIC CENTER
METHODIST MEDICAL PLAZA - CARMEL
151 PENNSYLVANIA PARKWAYCARMELIN46280DIAGNOSTIC CENTER
METHODIST MEDICAL PLAZA - GEORGETOWN
4880 CENTURY PLAZA ROADINDIANAPOLISIN46254DIAGNOSTIC CENTER
IU HEALTH HOME CARE
3900 MCCARTY LANE SUITE 102LAFAYETTEIN47909HOME HEALTH CARE CENTER
ROC SURGERY CENTER
702 BARNHILL DRIVE SUITE 201INDIANAPOLISIN46202AMBULATORY SURGERY CENTER
IU HEALTH HOME DIALYSIS CENTER
8830 N MERIDIAN STREETINDIANAPOLISIN46260DIALYSIS CENTER
IU HEALTH EAST RETAIL PHARMACY
9650 E WASHINGTON STREETINDIANAPOLISIN46229PHARMACY
HEART PARTNERS OF INDIANA
1210B MEDICAL ARTS BLVD STE 144ANDERSONIN46011CARDIOVASCULAR CENTER
IU HEALTH GEORGETOWN RETAIL PHARMACY
4880 CENTURY PLAZA ROAD SUITE 150INDIANAPOLISIN46254PHARMACY
IU HEALTH CARDIOVASCULAR SURGEONS
637 S WALKER SUITE 2BLOOMINGTONIN47403CARDIOVASCULAR CENTER
IU HEALTH HOME CARE
1502 CLINIC DRIVEBEDFORDIN47421HOME HEALTH CARE CENTER
HEART PARTNERS OF INDIANA
11725 N ILLINOIS STREET STE LL 05CARMELIN46032CARDIOVASCULAR CENTER
IU HEALTH REHAB
6820 PARKDALE PLACE SUITE 120INDIANAPOLISIN46254REHABILITATION CENTER
IU HEALTH CHARIS EATING DISORDER CLINIC
6640 INTECH BLVD SUITE 195INDIANAPOLISIN46278EATING DISORDERS CENTER
CAPITAL NEUROLOGY
201 PENNSYLVANIA PARKWAY 300INDIANAPOLISIN46280NEUROLOGY CENTER
METHODIST MEDICAL PLAZA - BROWNSBURG
1375 N GREEN ST SUITE 200BROWNSBURGIN46207DIAGNOSTIC AND OUTPATIENT SURGERY CENTER
METHODIST MEDICAL PLAZA - GLENDALE
2620 KESSLER BLVD EASTINDIANAPOLISIN46220DIAGNOSTIC CENTER
METHODIST CARDIOLOGY PHYSICIANS
6920 PARKDALE PLACE SUITE 107INDIANAPOLISIN46254CARDIOLOGY CENTER
IU HEALTH MRI
10995 ALLISONVILLE ROADFISHERSIN46038MRI CENTER
VELOCITY SPORTS PERFORMANCE
1402 CHASE COURTCARMELIN46032SPORTS TRAINING/REHABILITATION CENTER
METHODIST CARDIOLOGY PHYSICIANS
18077 RIVER ROAD SUITE 104NOBLESVILLEIN46060CARDIOLOGY CENTER
IU HEALTH SLEEP APNEA EDUC CTR
829 N DIXON ROADKOKOMOIN46901SLEEP APNEA HOME HEALTH CARE CENTER
HEART PARTNERS OF INDIANA
7231 SHADELAND STATION SUITE 100INDIANAPOLISIN46250CARDIOVASCULAR CENTER

Form990 Schedule H Part VI Form990ScheduleHPartVI (14 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Schedule H, Part ILine 6a - Community Benefit ReportIndiana 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 ILine 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 ILine 7Percentage 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 ILine 7gIndiana University Health, Inc. does not include any costs associated with physician clinics as subsidized health services.
Schedule H, Part IICommunity Building ActivitiesIU 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 IIILine 4 - Bad Debt ExpenseThe 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 IIILine 8 - Medicare ShortfallThe Medicare shortfall reported on Schedule H, Part III, Line 7 is calculated, in accordance with the Form 990 instructions, using "allowable costs" from 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 IIILine 9b - Written Debt Collection Policy and Financial AssistanceIf 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 VILine 2 - Needs AssessmentCommunities 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 VILine 3 - Patient Education of Eligibility for AssistanceIU 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 VILine 4 - Community InformationIU 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 VILine 5 - Promotion of Community HealthAs 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 VILine 6 - Affiliated Health Care SystemIndiana 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 REPORT990 SCHEDULE H, PART VIIN,

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (21 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrant
HEALTHNET INC
3401 RAYMOND STREETINDIANAPOLISIN46203351579827501(C)(3)6885270N/AN/AGENERAL SUPPORT
INDIANA SPORTS CORPORATION
201 S CAPITOL AVEINDIANAPOLISIN46225310975117501(C)(3)1230000N/AN/AGENERAL SUPPORT
INDIANAPOLIS DOWNTOWN INC
111 MONUMENT CIRCLEINDIANAPOLISIN46204351877771501(C)(3)300000N/AN/AGENERAL SUPPORT
METHODIST RESEARCH INSTITUTE INC
950 N MERIDIAN STINDIANAPOLISIN46204351007590501(C)(3)36140060N/AN/AGENERAL SUPPORT
INDIANAPOLIS MEDICAL SOCIETY FOUNDATION INC
631 E NEW YORK STINDIANAPOLISIN46202351810091501(C)(3)250000N/AN/AGENERAL SUPPORT
INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION
120 WALNUT STREETINDIANAPOLISIN46204311103966501(C)(3)100000N/AN/AGENERAL SUPPORT
INDIANA UNIVERSITY
401 E 7TH STREETBLOOMINGTONIN47405356001673501(C)(3)162118670N/AN/AACADEMIC SUPPORT
CLARIAN TRANSPLANT INSTITUTE INC
950 N MERIDIAN STINDIANAPOLISIN46204134350599501(C)(3)9999960N/AN/AGENERAL SUPPORT
AMERICAN DIABETES ASSOCIATION
1701 N BEAUREGARD STALEXANDRIAVA22311131623888501(C)(3)120000N/AN/AGENERAL SUPPORT
INDIANAPOLIS PARKS FOUNDATION INC
615 N ALABAMA STINDIANAPOLISIN46204351860468501(C)(3)1565000N/AN/AGENERAL SUPPORT
RUTH LILLY HEALTH EDUCATION CENTER
2055 N SENATE AVEINDIANAPOLISIN46202311071836501(C)(3)250000N/AN/AGENERAL SUPPORT
LITTLE RED DOOR CANCER AGENCY INC
1801 N MERIDIAN STINDIANAPOLISIN46202350914096501(C)(3)2458870N/AN/AGENERAL SUPPORT
500 FESTIVAL INC
21 VIRGINIA AVEINDIANAPOLISIN46204351004320501(C)(4)120000N/AN/AGENERAL SUPPORT
HEALTHCARE OPTIONS INC
10 EMORY STREETATTLEBOROMA02703222543620501(C)(3)75000N/AN/AGENERAL SUPPORT
HORATIO ALGER ASSN OF DISTINGUISHED AMERICANS INC
99 CANAL CENTER PLAZAALEXANDRIAVA22314131669975501(C)(3)70000N/AN/AGENERAL SUPPORT
INDIANA UNIVERSITY FOUNDATION
PO BOX 500BLOOMINGTONIN47402356018940501(C)(3)2583000N/AN/AGENERAL SUPPORT
THE MIND TRUST INC
407 N FULTON STREETINDIANAPOLISIN46202204560286501(C)(3)750000N/AN/AGENERAL SUPPORT
NEAR NORTH DEVELOPMENT CORPORATION
2123 N MERIDIAN STREETINDIANAPOLISIIN46202351427889501(C)(3)303500N/AN/AGENERAL SUPPORT
NAACP - GREATER INDIANAPOLIS BRANCH 3053
300 E FALL CREEKINDIANAPOLISIN46205131084135501(C)(3)100000N/AN/AGENERAL SUPPORT
BLACK NURSES ASSOCIATION OF INDIANAPOLIS
3737 N MERIDIAN STREETINDIANAPOLISIN46208161750583501(C)(3)88540N/AN/AGENERAL SUPPORT
NURSING 2000
9302 NORTH MERIDIAN 365INDIANAPOLISIN46260351762201501(C)(3)100000N/AN/AGENERAL SUPPORT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants20TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierSchedule I, Part IIdentifier
Return ReferenceLine 2 - Monitoring the Use of Grant FundsReturnReference
ExplanationAlthough 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

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Personal ServicesXPersonalServices
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (21 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DANIEL F EVANS JR
9813590215358055929080478502334802080779000
JAMES E LINGEMAN MD
26500722697000192720212960250562650078832100
MARVIN G PEMBER
5937700222745048124049157702474601380962000
NORMAN G TABLER JR
3679500132127084602020652079740613305000
RICHARD F GRAFFIS MD
467561018599706311450206520171560132251104489900
SAMUEL L ODLE
5956670222722065136036644602374901273720000
LINDA Q EVERETT
32477101240230213650902730226250583057000
DEBRA L UHL
25665500019860206520150290294322000
LINDA CHASE
11073603933509005595060820161838000
JOHN C KOHNE MD
396926039600029520926530215730553704000
DANIEL L FINK
38551801072190207850915370267460631805000
JIM JORGENSON
21839600018570185240166480255425000
DIANE J THOMPSON
202507010250045360170440156790250016000
MARILYN COX
1836760697940546701323670197340411038000
RHONDA E SMITH
1458580006683601419200230070377621000
RICHARD S HELSPER
150021866500120493845467909016521662761230532
WOODROW A COREY MD
7534631115150013640266920652705319015376280677012499900
LAWRENCE S KLEIN MD
734439000169580206520149750787024000
SAMI AASAR MD
7500070004200206520277900798869000
EDWARD HARLAMERT MD
7464150009660206520277900795823000
TALAL HAMDAN MD
728515000169200206520247900790877000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Schedule J, Part ILine 1b - Gross-Up Payments and Personal ServicesSamuel 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 ILine 4a - Severance or Change-of-Control PaymentsRhonda 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 ILine 4b - Supplemental Nonqualified Retirement PlanDaniel 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 ILine 7 - Non-fixed PaymentsAmounts 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 EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
351611409454795AM72005-11-153284250002005ABCD SERIES BONDS - SEE PART Vfalsefalsefalse
INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
35161140945479RAH02006-01-243250030052006A SERIES BONDS - SEE PART Vfalsefalsefalse
INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
35161140945479RBL02006-09-143871097602006B SERIES BONDS - SEE PART Vfalsefalsefalse
INDIANA FINANCE AUTHORITY
35160231645471AAD42008-09-111709600002008ABCD SERIES BONDS - SEE PART Vfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindYear Of Subst CompletionYearOfSubstCompletion
234750000328425000000303964764750310000falsetruetruetrue
00348013874029904769019477190031616138600falsefalsetruetrue2007
208300000388586019000228601900000truefalsetruetrue
572300000170960000000192000000truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsetruetruetruetrue0.000000.000000.00000true
falsetruetruetruetrue0.000000.000000.00000true
falsetruetruetruetrue0.000000.000000.00000true
falsetruetruefalsetrue0.000000.000000.00000true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebateRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied
SEE PART V
falsetruetruefalsefalsefalsetruefalse
(no name)
falsefalsefalsefalsefalsefalsetruefalse
SEE PART V
falsefalsefalsefalsefalsetruefalsetruetrue
(no name)
falsetruefalsefalsefalsefalsefalsefalse

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Schedule K, Part ILines 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 IIILines 4, 5, and 6 - Private Business Use PercentagesIndiana University Health, Inc. generally only finances a portion of each project with tax-exempt bonds.
Schedule K, Part IV, Column ALine 3 b & c - Name of Provider and Term of HedgeSwap 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 CLine 4 b & c - Name of Provider and Term of GICGIC provided by Citigroup Financial Products, Inc. with a term of 0.3 years.

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (16 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
CLARIAN HEALTH NORTH LLC
SEE PART V35741284SEE PART Vfalse
CLARIAN HEALTH WEST LLC
SEE PART V24608373SEE PART Vfalse
CLARIAN HEALTH PLANS INC
SEE PART V76642901SEE PART Vfalse
CLARIAN HEALTH RISK RETENTION GROUP
SEE PART V11135841SEE PART Vfalse
IUH ASSURANCE LTD
SEE PART V5950113SEE PART Vfalse
CLARIAN HEALTH VENTURES FUND I LLC
SEE PART V624996SEE PART Vfalse
INDIANA ENDOSCOPY CENTERS LLC
SEE PART V1468597SEE PART Vfalse
ROC SURGERY LLC
SEE PART V462097SEE PART Vfalse
SENATE STREET SURGERY CENTER LLC
SEE PART V2509110SEE PART Vfalse
CARDINAL HEALTH INITIATIVES LLC
SEE PART V428414SEE PART Vfalse
CHV CAPITAL INC
SEE PART V100954SEE PART Vfalse
EAGLE HIGHLANDS SURGERY CENTER LLC
SEE PART V2456808SEE PART Vfalse
HEALTH VENTURE MANAGEMENT LLC
SEE PART V2257689SEE PART Vfalse
TOWER SURGICAL INC
SEE PART V1195146SEE PART Vfalse
HILL-ROM HOLDINGS INC
SEE PART V3740078SEE PART Vfalse
JUSTIN K HELSPER
SEE PART V24647SEE PART Vfalse

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierSchedule L, Part IVIdentifier
Return ReferenceBusiness Transactions Involving Interested PersonsReturnReference
ExplanationDaniel 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)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part III, Line 4aStatement of Program Service AccomplishmentsThe 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 AccomplishmentsIn 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 AccomplishmentsQuality 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 AccomplishmentsChanging 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 AccomplishmentsIU 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 AccomplishmentsIU 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 AccomplishmentsRiley 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 ManagementLine 2 - Family or Business RelationshipsDaniel 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 ManagementLine 4 - Significant Changes to Organizational DocumentsIndiana 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 ManagementLines 6, 7a and 7b - Members or StockholdersLine 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 ManagementLine 11b - Form 990 Provided to Governing BodyIndiana 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 - PoliciesLine 12c - Conflict of Interest PolicyIndiana 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 - PoliciesLine 15 - Process for Determining Compensation1. 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 - PoliciesLine 19 - Public DisclosureIndiana 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 ManagementLine 1a, Column (B) - Average hours per weekJames 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 AssetsLine 5 - Other Changes in Net Assets or Fund BalancesDuring 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/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
CLARIAN CARE TODAY LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204206218757HEALTHCAREIN00NA
IU HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204800141954MANAGEMENTIN78344610NA
CLARIAN NEUROLOGY GROUP LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204263052008HEALTHCAREIN00NA
CLARIAN QUALITY PARTNERS LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204263603579HEALTHCAREIN45981444240NA
CLARIAN SAXONY MEDICAL CENTER LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204262414219HEALTHCAREIN00NA
CCSG LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204261921481HEALTHCAREIN81682551283751NA
HEART PARTNERS OF INDIANA LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204201123537HEALTHCAREIN83962222394062NA
CCCG LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204203949968HEALTHCAREIN61933271297705NA
SENATE HEALTH PLAN SOLUTIONS LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204273736054MANAGEMENTIN00NA
IU HEALTH SAXONY SURGERY CENTER LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204275271091HEALTHCAREIN00NA
CHX LLC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204HEALTHCAREIN00NA

Form990 Schedule R Part II Form990ScheduleRPartII (29 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
IU HEALTH ARNETT INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204263162145HEALTHCAREIN501(C)(3)3IU HEALTH
CLARIAN TRANSPLANT INSTITUTE INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204134350599HEALTHCAREIN501(C)(3)9IU HEALTH
EMERGENCY MEDICAL GROUP INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351932442HEALTHCAREIN501(C)(3)3METH MED GRP
INDIANA RADIOLOGY PARTNERS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204201017034HEALTHCAREIN501(C)(3)3IU HEALTH
METHODIST HEALTH FOUNDATION INC
1800 NORTH CAPITOL AVENUEINDIANAPOLISIN46202356043086FUNDRAISINGIN501(C)(3)11 IIU HEALTH
METHODIST HEALTH GROUP INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204350876390HEALTHCAREIN501(C)(3)11 III-FINA
METHODIST MEDICAL GROUP INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351945384HEALTHCAREIN501(C)(3)3IU HEALTH
METHODIST MEDICAL GROUP PHYSICIANS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351814660HEALTHCAREIN501(C)(3)3METH MED GRP
METHODIST OCCUPATIONAL HEALTH CTRS INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351844176HEALTHCAREIN501(C)(3)3IU HEALTH
METHODIST RESEARCH INSTITUTE INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204352023710HEATLCHAREIN501(C)(3)11 IIU HEALTH
MH HEALTHCARE INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351766531HEALTHCAREIN501(C)(3)3METH MED GRP
IU HEALTH BEDFORD INC
2900 WEST 16TH STREETBEDFORDIN47421237042323HEALTHCAREIN501(C)(3)3IU HEALTH
GOSHEN HEALTH SYSTEM INC
200 HIGH PARK AVENUEGOSHENIN46527351974765HEALTHCAREIN501(C)(3)11 IIU HEALTH
GOSHEN HOSPITAL ASSOCIATION INC
200 HIGH PARK AVENUEGOSHENIN46527356001540HEALTHCAREIN501(C)(3)3GOSH HLH SYS
IU HEALTH LAPORTE HOSPITAL INC
1007 LINCOLNWAYLAPORTEIN46350351125434HEALTHCAREIN501(C)(3)3IU HEALTH
IU HEALTH LAPORTE PHYSICIANS INC
1007 LINCOLNWAYLAPORTEIN46350311070868HEALTHCAREIN501(C)(3)3LAP HLTH SYS
IU HEALTH TIPTON HOSPITAL INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204262772226HEALTHCAREIN501(C)(3)3IU HEALTH
IU HEALTH BALL MEMORIAL HOSPITAL INC
2401 WEST UNIVERSITY AVENUEMUNCIEIN47303350867958HEALTHCAREIN501(C)(3)3IU HEALTH
IU HEALTH BLACKFORD HOSPITAL INC
410 PILGRIM BOULEVARDHARTFORD CITYIN47348010646166HEALTHCAREIN501(C)(3)3BALL MEM HSP
IU HEALTH PAOLI INC
PO BOX 499PAOLIIN47454352090919HEALTHCAREIN501(C)(3)3BLOOM HOSP
IU HEALTH BLOOMINGTON INC
PO BOX 1149BLOOMINGTONIN47402351720796HEALTHCAREIN501(C)(3)3IU HEALTH
BALL MEMORIAL HOSPITAL AUXILIARY INC
2401 WEST UNIVERSITY AVENUEMUNCIEIN47303356025400HEALTHCAREIN501(C)(3)11 III-FIBALL MEM HSP
IU HEALTH BALL MEMORIAL PHYSICIANS INC
2401 WEST UNIVERSITY AVENUEMUNCIEIN47303351925641HEALTHCAREIN501(C)(3)9BALL MEM HSP
INDIANA UNIVERSITY HEALTHCARE ASSOCIATES
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204351747218HEALTHCAREIN501(C)(3)9IU HEALTH
MIDWEST HEALTH STRATEGIES INC
950 N MERIDIAN ST STE 800INDIANAPOLISIN46204611415688HEALTHCAREIN501(C)(3)3BALL MEM HSP
IU HEALTH BALL MEMORIAL HOSP FOUNDATION
2401 WEST UNIVERSITY AVENUEMUNCIEIN47303311111784FUNDRAISINGIN501(C)(3)11 IBALL MEM HSP
HEALTHLINC INC
200 HIGH PARK AVENUEGOSHENIN46527263571507HEALTHCAREIN501(C)(3)3GOSH HLH SYS
IU HEALTH MORGAN HOSPITAL INC
2209 JOHN R WOODEN DRIVEMARTINSVILLEIN46151273533027HEALTHCAREIN501(C)(3)3IU HEALTH
IU HEALTH WHITE MEMORIAL HOSPITAL INC
720 SOUTH SIXTH STREETMONTICELLOIN47960273532963HEALTHCAREIN501(C)(3)3IU HEALTH

Form990 Schedule R Part III Form990ScheduleRPartIII (16 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsDisproportionate AllocationsDisproportionateAllocationsCode VCodeVAmountGeneral Or Managing PartnerGeneralOrManagingPartnerPercentage OwnershipPercentageOwnership
CLARIAN HEALTH NETWORK LLC
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CLARIAN HEALTH NORTH LLC
11700 NORTH MERIDIAN STREETCARMELIN46032431980602HEALTHCAREINNARELATED16735938235761406false$0true0.66809
CHV FUND I LLC
950 N MERIDIAN STREET SUITE 800INDIANAPOLISIN46204262523206VENTURE CAPITALINNAINVESTMENT4454711230120false$0false1.00000
CLARIAN HEALTH WEST LLC
1111 N RONALD REAGAN PARKWAYAVONIN46123431980611HEALTHCAREINNARELATED28412309171300688false$0true0.76884
HEALTH VENTURE MANAGEMENT LLC
950 N MERIDIAN STREET SUITE 800INDIANAPOLISIN46204205740218MANAGEMENTINNAUNRELATED-680709223false-$691false0.99000
INDIANA ENDOSCOPY CENTERS LLC
950 N MERIDIAN STREET SUITE 800INDIANAPOLISIN46204208398421HEALTHCAREINNARELATED49376266129582false$0false0.51000
INDIANA LAKES MANAGED CARE ORG LLC
PO BOX 139GOSHENIN46526351946663HEALTHCAREINGOSH HLH SYSN/A00false$0false0.00000
SENATE STREET SURGERY CENTER LLC
950 N MERIDIAN STREET SUITE 800INDIANAPOLISIN46204421709357HEALTHCAREINNARELATED41025895652717false$0false0.58000
THE HEALTHCARE GROUP LLC
1776 N MERIDIAN STREET SUITE 300INDIANAPOLISIN46202352067373MANAGED CAREINNARELATED43697398043550false$0false0.75849
BALL OUTPATIENT SURGERY CENTER LLC
2401 WEST UNIVERSITY AVENUEMUNCIEIN47303270275794HEALTHCAREINBALL MEM HSPN/A00false$0false0.00000
CARDINAL HEALTH INITIATIVES LLC
2401 WEST UNIVERSITY AVENUEMUNCIEIN47303300102702PURCHASINGINBALL MEM HSPN/A00false$0false0.00000
MID-AMERICA SURGERY CENTER LLC
2401 WEST UNIVERSITY AVENUEMUNCIEIN47303352002953HEALTHCAREINBALL MEM HSPN/A00false$0false0.00000
BMH OUTPATIENT SURGERY SERVICES LLC
2401 WEST UNIVERSITY AVENUEMUNCIEIN47303204567998HEALTHCAREINBALL MEM HSPN/A00false$0false0.00000
CHV FUND MANAGEMENT LLC
950 NORTH MERIDIAN STREET SUITE 80INDIANAPOLISIN46204262523151VENTURE CAPITALINCLAR HLTH VENTN/A00false$0false0.00000
ROC SURGERY LLC
950 NORTH MERIDIAN STREET SUITE 80INDIANAPOLISIN46204271497960HEALTHCAREINNARELATED2400842496453false$0false0.58974
WELLINGTON TRUST COMPANY NA INTL GROWTH
280 CONGRESS STREETBOSTONMA02210200231923INVESTMENTSMANAINVESTMENT558605746194568false$0false0.50585

Form990 Schedule R Part IV Form990ScheduleRPartIV (15 entries)

Address Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryEINEINPrimary ActivityPrimaryActivityLegal Domicile Foreign CountryLegalDomicileForeignCountryBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipAddress Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeLegal Domicile StateLegalDomicileState
IUH ASSURANCE LTD
720 WEST BAY ROADPO BOX 69GRAND CAYMANCJ980395429INSURANCECJNAC001.00000
CLARIAN HEALTH PLANS INC
262127080HMONAC8819506683228701.000001776 MERIDIAN STREET SUITE 300INDIANAPOLISIN46202IN
CHV CAPITAL INC
260752507VENTURE CAPITALNAC6249961973331.00000950 N MERIDIAN STREET SUITE 800INDIANAPOLISIN46204IN
CLARIAN RISK PURCHASING GROUP INC
260202446INSURANCENAC001.00000151 MEETING STREET SUITE 301CHARLESTONSC29401IN
CLARIAN HEALTH RISK RETENTION GRP INC
201107674INSURANCENAC2575568462939200.97000151 MEETING STREET SUITE 301CHARLESTONSC29401SC
M-PLAN INC
351772506HMOTHE HLTHCR GRPC000.000001776 N MERIDIAN STREET SUITE 300INDIANAPOLISIN46202IN
OCC-HEALTH REVENUE SYSTEMS INC
203308057WORK COMP PPOMETH OCC HLTHC000.00000950 N MERIDIAN STREET SUITE 800INDIANAPOLISIN46204IN
PARKMOR DRUG INC
131394980PHARMACY SALESGOSH HLH SYSC000.000001501 SOUTH MAIN STREETGOSHENIN46526IN
BMH MEDICAL PAVILION ASSOCIATION INC
351858408CONDO MANAGEMENTBALL MEM HSPC000.000002525 WEST UNIVRSITY AVENUEMUNCIEIN47303IN
CARDINAL HEALTH VENTURES INC
351611424MANAGEMENTBALL MEM HSPC000.000002401 WEST UNIVERSITY AVENUEMUNCIEIN47303IN
PILR INC
204294750DEVELOPMENTGOSH HLH SYSC000.00000200 HIGH PARK AVENUEGOSHENIN46526IN
IU HEALTH SOUTHERN INDIANA PHYS INC
351913875HEALTHCAREBLOOM HOSPC000.00000PO BOX 1149BLOOMINGTONIN47402IN
RADIATION ONCOLOGY RESOURCES INC
262008424HEALTHCAREGOSH HLH SYSC000.00000200 HIGH PARK AVENUEGOSHENIN46527IN
UNIVERSITY HEALTH MANAGEMENT INC
272891143MANAGEMENTCLAR HLTH VENTC000.00000950 N MERIDIAN STREET SUITE 800INDIANAPOLISIN46204IN
UNIVERSITY HEALTH MGMT (CHINA) INC
273891311MANAGEMENTCLAR HLTH VENTC000.00000950 N MERIDIAN STREET SUITE 800INDIANAPOLISIN46204IN
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiestrueReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgtrueLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (56 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
IU HEALTH ARNETT INC
A13206481
IU HEALTH ARNETT INC
I294011
IU HEALHT ARNETT INC
K26082127
IU HEALTH BEDFORD INC
A649061
IU HEALTH BEDFORD INC
K567797
IU HEALTH BLACKFORD HOSPITAL INC
K51052
IU HEALTH BALL MEMORIAL HOSPITAL INC
K7497024
IU HEALTH BALL MEMORIAL HOSPITAL INC
L610641
BALL OUTPATIENT SURGERY CENTER LLC
K1118452
IU HEALTH BLOOMINGTON INC
K827170
CARDINAL HEALTH INITIATIVES LLC
K428414
CLARIAN HEALTH PLANS INC
K621373
CHV CAPITAL INC
I59972
CLARIAN HEALTH RISK RETENTION GROUP INC
K1204882
GOSHEN HEALTH SYSTEM INC
A1905417
GOSHEN HEALTH SYSTEM INC
K180000
INDIANA ENDOSCOPY CENTERS LLC
K1468597
INDIANA ENDOSCOPY CENTERS LLC
R5241015
INDIANA RADIOLOGY PARTNERS INC
K3300638
INDIANA RADIOLOGY PARTNERS INC
L402555
INDIANA UNIVERSITY HEALTH CARE ASSOCIATES
I1999579
INDIANA UNIVERSITY HEALTH CARE ASSOCIATES
K13537245
INDIANA UNIVERSITY HEALTH CARE ASSOCIATES
L30253148
INDIANA UNIVERSITY HEALTH CARE ASSOCIATES
N5373267
CLARIAN TRANSPLANT INSTITUTE INC
B999996
CLARIAN TRANSPLANT INSTITUTE INC
K153695
CLARIAN TRANSPLANT INSTITUTE INC
L2829384
IU HEALTH LAPORTE HOSPITAL INC
A1659152
IU HEALTH LAPORTE HOSPITAL INC
K576060
METHODIST HEALTH FOUNDATION INC
A591978
METHODIST HEALTH FOUNDATION INC
C326022
METHODIST HEALTH FOUNDATION INC
N65956
METHODIST MEDICAL GROUP PHYSICIANS INC
K1168266
METHODIST OCCUPATIONAL HEALTH CENTERS INC
K895656
METHODIST OCCUPATIONAL HEALTH CENTERS INC
L1692931
CLARIAN HEALTH NORTH LLC
A15763078
CLARIAN HEALTH NORTH LLC
I1699122
CLARIAN HEALTH NORTH LLC
K17657427
CLARIAN HEALTH NORTH LLC
L621657
CLARIAN HEALTH NORTH LLC
R638095
ROC SURGERY LLC
I146137
ROC SURGERY LLC
K315960
SENATE STREET SURGERY CENTER LLC
I142464
SENATE STREET SURGERY CENTER LLC
K2366646
SENATE STREET SURGERY CENTER LLC
R3539000
IU HEALTH TIPTON HOSPITAL INC
A198341
IU HEALTH TIPTON HOSPITAL INC
K438009
CLARIAN HEALTH WEST LLC
A9986488
CLARIAN HEALTH WEST LLC
I434212
CLARIAN HEALTH WEST LLC
K14162592
CLARIAN HEALTH WEST LLC
R4590000
CHV FUND I LLC
L624996
CLARIAN HEALTH NORTH LLC
J160983
METHODIST RESEARCH INSTITUTE INC
B3614006
EMERGENCY MEDICAL GROUP INC
L97230
HEALTH VENTURE MANAGEMENT LLC
L2217688