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INDIANA UNIVERSITY HEALTH BEDFORD INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
INDIANA UNIVERSITY HEALTH BEDFORD INC (EIN 23-7042323)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-09-26
IRS object ID
201142699349300609
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)
Timestamp2011-09-26T10:11:49-04:00Timestamp
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)
EIN237042323EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BEDFORD REGIONAL MEDICAL CENTER INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBEDFNameControl
Phone8122751200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12900 WEST 16TH STREETAddressLine1
CityBEDFORDCity
StateINState
ZIP Code47421ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHARLES SHETLERName
TitleCFOTitle
Date Signed2011-09-26DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
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 PersonBradford DykesNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12900 West 16th StreetAddressLine1
CityBedfordCity
StateINState
ZIP Code47421ZIPCode
FieldValueIRS element (for citing)
Gross Receipts50895790GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteIUHEALTHBEDFORD.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1970YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionImproving Lives with High Quality Compassionate Care.ActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees550TotalNbrEmployees
Total Nbr Volunteers34TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year171874ContributionsGrantsPriorYear
Contributions Grants Current Year141727ContributionsGrantsCurrentYear
Program Service Revenue Prior Year52337589ProgramServiceRevenuePriorYear
Program Service Revenue CY50520096ProgramServiceRevenueCY
Investment Income Prior Year52948InvestmentIncomePriorYear
Investment Income Current Year55284InvestmentIncomeCurrentYear
Other Revenue Prior Year236382OtherRevenuePriorYear
Other Revenue Current Year175355OtherRevenueCurrentYear
Total Revenue Prior Year52798793TotalRevenuePriorYear
Total Revenue Current Year50892462TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year3550GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1380GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year30004362SalariesEtcPriorYear
Salaries Etc Current Year30610747SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year20729608OtherExpensePriorYear
Other Expenses Current Year16940894OtherExpensesCurrentYear
Total Expenses Prior Year50737520TotalExpensesPriorYear
Total Expenses Current Year47553021TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2061273RevenuesLessExpensesPriorYear
Revenues Less Expenses CY3339441RevenuesLessExpensesCY
Total Assets BOY29650265TotalAssetsBOY
Total Assets EOY33577272TotalAssetsEOY
Total Liabilities BOY13745034TotalLiabilitiesBOY
Total Liabilities EOY14332762TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY15905231NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY19244510NetAssetsOrFundBalancesEOY
Mission DescriptionImproving Lives with High Quality Compassionate Care.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense8141977Expense
Grants1380Grants
Revenue6754571Revenue
DescriptionPhysician Group The Bedford Regional Medical Center (Physician Group) consists of approximately 16 Physicians and 6 Nurse Practitioners. It is designed to have a service area that covers Lawrence, Monroe, Martin, Greene, Jackson, Washington and Orange Counties. The Physicians and Nurse Practitioners had 60,047 Office Visits in 2010.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense7153856Expense
Grants0Grants
Revenue11064767Revenue
DescriptionInpatient Care We had 1,398 Inpatient Admissions resulting in 5,354 Inpatient Days. We also had 519 Swing Bed Days.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense21142471Expense
Grants0Grants
Revenue32700758Revenue
DescriptionOutpatient Care BRMC had 86,468 Outpatient Registrations resulting in 259 Observation Stays, 841 Outpatient Surgeries, 170,747 Outpatient Lab Tests, 21,688 Outpatient Radiology Tests, 4,904 Cat Scans, 14,055 ER visits, 19,632 Physical Therapy Procedures, 3,714 Cardio Pulmonary Procedures and 2,156 Ambulance runs.Description
FieldValueIRS element (for citing)
Total Program Service Expense36438304TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
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 ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitaltrueHospital
Financial Stmt AttachedfalseFinancialStmtAttached
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
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 RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096100NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees550NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
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 Members8NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
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 ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
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 VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonANITA HAMILTONNamePerson
Telephone Number8122785281TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12900 West 16th StreetAddressLine1
CityBedfordCity
StateINState
ZIP Code47421ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (20 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
Harley Brown
Director & Chairman3.0XX720000
Mary Lu Hanson
Director3.0X384000
Randy Hawkins
Director & Secretary3.0XX432000
Helen Nash
Director3.0X441000
James T Oswalt
Director3.0X486000
Jack Kenworthy
Director3.0X486000
J T Bellush
Director3.0X396000
Gene Robbins
Director3.0X000
Dan Dusleag MD
Pediatrician & Director40.0X130171033016
Hojjat Shamloo MD
Internist & Director40.0X349375039196
Bradford W Dykes
CEO40.0XX03141027453
Neil Pickett
Director3.0X025209413240
Charles Shetler
CFO40.0X145967028184
Brenda Davis
VP Patient Services40.0X11913209859
Cindy Smale
VP HR & Development40.0X100385021857
Rafi Siddiqi MD
Surgeon40.0371776037352X
Randall Martin MD
Anesthesiologist40.0335417039816X
Eung Jun Cha MD
Orthopedic Surgeon40.0318829033535X
Stephen Schultz MD
Internist40.0276422031774X
Alan Smith MD
Pathologist40.0262656032982X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2443580TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs566196TotalReportableCompFrmRltdOrgs
Total Other Compensation328264TotalOtherCompensation
Number Individuals GT100 K24NumberIndividualsGT100K
Formers ListedfalseFormersListed
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
ALLIANCE HEALTHCARE SERVICES
PO Box 96485ChicagoIL60693MRI Testing667353
HMS MONITOR
2739 Momentium PlaceChicagoIL60689Computer System452983
UNITY PHYSICIAN GROUP
1155 West Third StBloomingtonIN47404Physicians412937
MAYO MEDICAL LABS
2001 1st StreetRochesterMN55905Lab Testing307021
SIMPLEXGRINNELL
Dept CH 10320PalatineIL60055Contractor273322
FieldValueIRS element (for citing)
Number Of Contractors GT100 K11NumberOfContractorsGT100K
Related Organizations20806RelatedOrganizations
Government Grants120921GovernmentGrants
Noncash Contributions10348NoncashContributions
Total Contributions141727TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Net Patient Revenue6221105023611250236112
Counseling Contract Revenue900099231746231746
Physician Medicare Incentive9000992943829438
Dewitte Disability Exams90009999009900
All other program service revenue9000991290012900
FieldValueIRS element (for citing)
Total Program Service Revenue50520096TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column45784TotalRevenueColumn
Exclusion$45,784ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real80473Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real3328Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real77145Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column77145TotalRevenueColumn
Exclusion$77,145ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other9500Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other0Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other9500Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column9500TotalRevenueColumn
Exclusion$9,500ExclusionAmount

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 ColumnTotalRevenueColumnExclusionExclusionAmount
Cafeteria Sales72232082420$82,420
Purch Discount Late Fees9000999940$9,940
All other revenue9000995850$5,850
FieldValueIRS element (for citing)
Total Other Revenue98210TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column50892462TotalRevenueColumn
Related Or Exempt Function Income50520096RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$230,639ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1380Total
Program Services1380ProgramServices

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)
Total1010592Total
Management And General1010592ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total23593116Total
Program Services18162971ProgramServices
Management And General5430145ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1261612Total
Program Services971441ProgramServices
Management And General290171ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total3125775Total
Program Services2284075ProgramServices
Management And General841700ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1619652Total
Program Services1247132ProgramServices
Management And General372520ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total3354616Total
Program Services2758877ProgramServices
Management And General595739ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total47589Total
Management And General47589ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total49871Total
Management And General49871ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total839928Total
Program Services839928ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total276556Total
Program Services276556ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total7564605Total
Program Services7098349ProgramServices
Management And General466256ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total861557Total
Program Services594474ProgramServices
Management And General267083ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1222639Total
Program Services843621ProgramServices
Management And General379018ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total19996Total
Program Services19996ProgramServices

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total211429Total
Program Services122710ProgramServices
Management And General88719ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total649061Total
Program Services447852ProgramServices
Management And General201209ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total2147262Total
Program Services1481611ProgramServices
Management And General665651ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total428565Total
Program Services240010ProgramServices
Management And General188555ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Bad Debt Expense-1426392-1426392
Repairs50186241220589657
MISCELLANEOUS EXPENSES19175061508130242

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total47553021Total
Program Services36438304ProgramServices
Management And General11114717ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY3111837BOY
EOY6452369EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY6014509BOY
EOY6059324EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY5047364BOY
EOY5682302EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY9752BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY348058BOY
EOY32683EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY799251BOY
EOY805233EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY534314BOY
EOY465416EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis39373552LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec25293607LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY13785180BOY
EOY14079945EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY29650265BOY
EOY33577272EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2804990BOY
EOY3753506EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY10940044BOY
EOY10579256EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY13745034BOY
EOY14332762EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY15824399BOY
EOY19164807EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY80832BOY
EOY79703EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY15905231BOY
EOY19244510EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY29650265BOY
EOY33577272EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses3339441ReconcilationRevenueExpenses
Reconcilation Other Changes-162ReconcilationOtherChanges
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 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 Balance80832BeginningOfYearBalance
Other Expenditures1129OtherExpenditures
End Of Year Balance79703EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance76206BeginningOfYearBalance
Contributions4626Contributions
End Of Year Balance80832EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance78190BeginningOfYearBalance
Other Expenditures1984OtherExpenditures
End Of Year Balance76206EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis912711OtherCostOrOtherBasis
Book Value912711BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis15672893OtherCostOrOtherBasis
Depreciation6839973Depreciation
Book Value8832920BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis21724517OtherCostOrOtherBasis
Depreciation17865692Depreciation
Book Value3858825BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1063431OtherCostOrOtherBasis
Depreciation587942Depreciation
Book Value475489BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings14079945TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
Due to Medicare/Medicaid$2,045,574
Professional Liability/Tail Coverage$75,971
INDIANA UNIVERSITY HEALTH$8,457,711
FieldValueIRS element (for citing)
Total Of Amounts10579256TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Restricted FundsSchedule D, Part VHospice Donations are used for the needs of our cancer patients. Money is donated by the Medical Group to pay for Patient's prescriptions who cannot afford them. These are donations on the Hospital's books that are earmarked for the Foundation. Radiology incentive is money donated for seminars etc for Radiology employees. Restricted donations are monies that are donated to the Hospital for specific use only.
FIN 48 Footnote from Financial StatementsSchedule D, Part XBedford Regional Medical Center Inc. is a subsidiary in the consolidated financial statement of Indiana University Health (formerly known as Clarian Health Partners, Inc.). Indiana University Health adopted FIN 48 in 2007. No disclosures were required under GAAP as Indiana University Health does not have any material tax contingencies that required disclosures in the footnotes.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care PolicytrueCharityCarePolicy
Written PolicytrueWrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free CaretrueFPGReferenceFreeCare
Pcent100XPcent100
FPG Reference Discounted CaretrueFPGReferenceDiscountedCare
Pcent200 DXPcent200D
Free Disc Care Medically IndigenttrueFreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity CaretrueAmountsBudgetedForCharityCare
Expenses Exceeded BudgetfalseExpensesExceededBudget
Annual Community Benefit ReporttrueAnnualCommunityBenefitReport
Report Publically AvailabletrueReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Persons Served1840PersonsServed
Total Community Benefit Expense3333454TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense3333454NetCommunityBenefitExpense
Percent Of Total Expense0.06810PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Persons Served2949PersonsServed
Total Community Benefit Expense5440815TotalCommunityBenefitExpense
Direct Offsetting Revenue635176DirectOffsettingRevenue
Net Community Benefit Expense4805639NetCommunityBenefitExpense
Percent Of Total Expense0.09810PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Persons Served4789PersonsServed
Total Community Benefit Expense8774269TotalCommunityBenefitExpense
Direct Offsetting Revenue635176DirectOffsettingRevenue
Net Community Benefit Expense8139093NetCommunityBenefitExpense
Percent Of Total Expense0.16620PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Number Of Activities Or Programs9NumberOfActivitiesOrPrograms
Persons Served1072PersonsServed
Total Community Benefit Expense469369TotalCommunityBenefitExpense
Direct Offsetting Revenue1780DirectOffsettingRevenue
Net Community Benefit Expense467589NetCommunityBenefitExpense
Percent Of Total Expense0.00950PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Number Of Activities Or Programs2NumberOfActivitiesOrPrograms
Persons Served45PersonsServed
Total Community Benefit Expense9557TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense9557NetCommunityBenefitExpense
Percent Of Total Expense0.00020PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Number Of Activities Or Programs2NumberOfActivitiesOrPrograms
Persons Served0PersonsServed
Total Community Benefit Expense500292TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense500292NetCommunityBenefitExpense
Percent Of Total Expense0.00640PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served0PersonsServed
Total Community Benefit Expense1380TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense1380NetCommunityBenefitExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs14NumberOfActivitiesOrPrograms
Persons Served1117PersonsServed
Total Community Benefit Expense980598TotalCommunityBenefitExpense
Direct Offsetting Revenue1780DirectOffsettingRevenue
Net Community Benefit Expense978818NetCommunityBenefitExpense
Percent Of Total Expense0.01610PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs14NumberOfActivitiesOrPrograms
Persons Served5906PersonsServed
Total Community Benefit Expense9754867TotalCommunityBenefitExpense
Direct Offsetting Revenue636956DirectOffsettingRevenue
Net Community Benefit Expense9117911NetCommunityBenefitExpense
Percent Of Total Expense0.18230PercentOfTotalExpense

Community Support CommunitySupport

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served0PersonsServed
Total Community Building Expense1163TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense1163NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Environmental Improvements EnvironmentalImprovements

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served0PersonsServed
Total Community Building Expense366TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense366NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Workforce Development WorkforceDevelopment

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served22PersonsServed
Total Community Building Expense293TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense293NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Total Total

FieldValueIRS element (for citing)
Number Of Activities Or Programs3NumberOfActivitiesOrPrograms
Persons Served22PersonsServed
Total Community Building Expense1822TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense1822NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReported
Bad Debt Expense$0BadDebtExpenseAmount
Amount Attributable To0AmountAttributableTo
Amount Reimbursed By Medicare16015256AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare14934390CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall1080866MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection PolicytrueWrittenDebtCollectionPolicy
Provision For Charity CaretrueProvisionForCharityCare
Number Of Hospital Facilities1NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

FieldValueIRS element (for citing)
Facility Number1FacilityNumber

Name Name

FieldValueIRS element (for citing)
Business Name Line1BEDFORD REGIONAL MEDICAL CENTERBusinessNameLine1

Address Address

FieldValueIRS element (for citing)
Address Line12900 WEST 16TH STREETAddressLine1
CityBEDFORDCity
StateINState
ZIP Code47421ZIPCode
FieldValueIRS element (for citing)
Licensed HospitalXLicensedHospital
Critical Access HospitalXCriticalAccessHospital

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1BEDFORD REGIONAL MEDICAL CENTERBusinessNameLine1
FieldValueIRS element (for citing)
Hospital Facility Number1HospitalFacilityNumber

Form990 Schedule H Part VI Form990ScheduleHPartVI (13 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Part I, Line 6aThe community benefit is included in Indiana University Health's community benefit report.
Part I, Line 7, Column (f)Bad Debt expense of $(1,426,392) was excluded from total expenses in the calculation of the percent of total expense.
Part I, Line 7We used the Cost to Charge Ratio as our costing methodology.
Part II - Community Building ActivitesWe support Community Building Activities by involvement in the Economic Development Committee, the local Chamber of Commerce, and the Indiana State Department of Health Licensure Council. We also offer career education and job shadowing for local students.
Part III, Line 4Bad Debt Expense We did not show any Bad Debt in our 2010 Community Benefits. Bad debt expense is actually a credit balance this year. Bad debts were over accrued because a majority was determined to be charity care.
Part III, Line 8Medicare Shortfalls and Surplus We did not have a Medicare shortfall in 2010. We have worked hard to manage our patients' length of stay and the use of Observation Beds. Many of the Medicare beneficiaries are poor and would have qualified for the Hospital's Charity Care Program or Medicaid in addition to Medicare. If these patients had been treated as Charity Care, the entire cost of medical care would have been considered Community Benefit. We used our Medicare Cost Report to come up with the Medicare shortfall or surplus.
Part III, Line 9bBad Debt Policy The first statement lists detail by revenue code, the total balance due and the discounted amount due if paid within 30 days of statement date. The first Statement for uninsured patients will also reflect the uninsured discount, according to policy. Statements will be aged by the last payment date on the account. Patients with Medicare will receive 3 statements after the initial detail statement. Non-Medicare patients will receive 2 additional statements after the initial detail statement. Accounts not paid in full that receive the 4th statement for Medicare patients, 3rd statement for Non-Medicare, will be referred to a collection agency. When a patient establishes a payment plan, the statement process is changed to a monthly reminder of payment amount now due. A 10 day extension from the due date will be granted to allow for mailing and processing time, before a payment is considered delinquent. Multiple missed payments will result in the account being referred to a collection agency.
Part VI, Line 2 - Needs AssessmentIn 2008 a Community Health Needs Assessment of Lawrence County was conducted by Professional Research Consultants (PRC).
Part VI, Line 3 - Patient Education of Eligibility for AssistanceAny patient that we contact or contacts us, in person or over the phone, about their bill is walked through the following process: We ask if they can pay their bill in full with a prompt pay discount. We discuss payment arrangements: If the patient indicated that they can't afford this bill we explain the HIP Program and our Financial Assistance Program to them. We offer to assist with the HIP application process. We give them an information packet and application for Financial Assistance. We also conduct monthly HIP education outreach programs.
Part VI, Line 4 - Community InformationBRMC serves Lawrence, Orange, Martin, Greene and Jackson Counties. All counties represent more than 97% Caucasian individuals. The average median household income of the 5 counties is $43,062.
Part VI, Line 5 - Promotion of Community HealthBedford Regional Medical Center operates as a Critical Access Hospital with Inpatient, Outpatient and Ambulatory Care Services and 24-Hour Emergency Room and EMS Services. BRMC is a modern, JCAHO approved Rural Health Care facility which offers up-to-date technology and medical practices. It also employs a Physician Group Practice, Bedford Medical Group, which is a multi-specialty Physicians' group practice providing medical services in Internal Medicine, Family Practice, General Surgery, Orthopedics, Obstetrics and Gynecology, and Pediatrics. Nurse Practitioners in Adult and Pediatric Primary Care have been added to expand Medical Care. BRMC will provide assurance to our Patients and Community that their needs are met within our organization's resources, and will be their Provider of Choice, or serve as navigator to access the Broader Resources of the Indiana University Health Regional and Statewide Network.
Part VI, Line 6 - Affiliated Health Care System RolesBedford Regional Medical Center is an affiliate of Indiana University Health, which includes Methodist Hospital, Indiana University Hospital and Riley Hospital for Children. Other Indiana University Health affiliates include: La Porte Regional Health System Starke Memorial Hospital Clarian Arnett Health Rehabilitation Hospital of Indiana Clarian West Medical Center Goshen Health System, Blackford Community Hospital Tipton Hospital Ball Memorial Hospital Clarian North Medical Center Clarian Health: Methodist, IU, Riley Bloomington Hospital Midwest Proton Radiotherapy Institute Bloomington Hospital of Orange County The immediate advantages of being an affiliate of Indiana University Health include centralized services which results in a reduction of duplicated services and lowers health care costs for our patients.
STATE FILING OF COMMUNITY BENEFIT REPORTIN,990 SCHEDULE H, PART VI

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyXCompensationSurvey
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
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 (10 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
Dan Dusleag MD
129955000216096250233910163187000
Hojjat Shamloo MD
3489250004500180270211690388571000
Bradford W Dykes
022393608920009660007453032155500
Neil Pickett
0240497011459013800013240026533400
Charles Shetler
130013013903020510944501873901741510139030
Rafi Siddiqi MD
3711460006300180270193250409128000
Randall Martin MD
33541700000180270217890375233000
Eung Jun Cha MD
31605700027720180270155080352364000
Stephen Schultz MD
27457800018440180270137470308196000
Alan Smith MD
25732200053340180270149550295638000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSCHEDULE J, PART I, LINE 7Identifier
ExplanationCriteria for Executive Incentive Pay Effective Date: 6/07 Incentive goals will be developed and reviewed annually for Bedford Regional Medical Center Executives. The percentage of pay-out will be approved by the Executive Committee of the Hospital Board of Directors. The pay-out is based on a set of goals to be accomplished during a budget year. The goals will be established by the Executive and his or her direct supervisor. The goals will be identified in written format. Predetermined financial criteria (operating margin and days of cash on hand) will be met before any percent of the incentive compensation will be paid out. Pay-out will be distributed after the final audit of the financial statements and the financial criteria has been met. Pay-out will be in compliance with any legal or regulatory guidelines.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Description of Classes of Members or StockholdersForm 990, Part VI, Line 6Bedford Regional Medical Center has one member which is Indiana University Health.
Description of Classes of Persons and the Nature of Their RightsForm 990, Part VI, Line 7aThe Directors serving on the Board of Directors have the right to nominate prospective Directors for six positions. The Physicians constituting the corporation's Clinic Physician Group have the right to nominate the two Director positions. The Member shall nominate the three remaining prospective Directors of the Board. After viewing the nominations of prospective Directors as set forth above, the Member shall elect the Board of Directors. The President and CEO is also appointed by the Member.
Descr Classes of Persons, Decisions Requiring Appr & Type of Voting RightsForm 990, Part VI, Line 7bA) Adoption and amendment of the Articles and Bylaws of the Corporation; B) Adoption, Interpretation and change of any statement of the Mission or Purposes of the Corporation; C) Adoption of any material changes in the services provided by the Corporation; D) The appointment or removal of the Chief Executive Officer of the Corporation; E) Adoption, Interpretation or change of the Strategic Plan of the Corporation; F) Incurrence of debt or execution of any debt instrument that is not approved in the annual or operating budgets; G) Adoption and Change of the annual operating and capital budgets; H) Acquisition, sale, lease, transfer or alienation of any corporation assets other than in the usual and regular course of the Corporation's business when such acquisition, sale, lease, transfer or alienation is outside the terms of the annual operating or capital budget previously approved by the Member; (I) Participation of the Corporation in Healthcare Networks, Alliances or other Healthcare Delivery Systems; and (J) Adoption and change of any Managed Care or Third Party Payor contracts, whether new or renewal.
Describe the Process used by Management &/or Governing Body to Review 990Form 990, Part VI, Line 11Management will provide a copy of the return to the members of the Finance Committee of the Board and review the return with the Committee before the 990 is filed with the IRS.
Description of Process to Monitor Transactions for Conflicts of InterestForm 990, Part VI, Line 12cThe Bedford Regional Medical Center Bylaws require each Director and Officer of the Corporation to refrain from participation in any discussion, evaluation, or approval of a transaction involving the corporation in which the Director, or Officer (or immediate family member) has a financial interest or Professional Interest which impairs the good faith discharge of his or her duty of loyalty. Annually each Director and Officer is required to execute a Standard of Conduct and Conflict of interest statement and certify to the Corporation that no conflict of interest exists which would substantially impair that Person's overall ability to fulfill his or her duty of loyalty to the Corporation. In addition to the annual Conflict of Interest Statement, each Director and Officer has a duty to disclose any potential conflict of interests arising from a transaction or arrangement to be considered by the Board of Directors at any meeting where the transaction is discussed or voted upon. Disclosure of the material facts underlying the potential conflict of interest shall be submitted in writing to the Chairman and included in the minutes of the meeting. The Director or Officer submitting such a disclosure is required to leave the meeting while his or her disclosure is discussed. The remaining Directors must make a determination by a majority vote as to whether the material facts constitute a conflict of interest. Any Director or Officer who is determined to have a conflict of interest with regard to any transaction or arrangement shall not be entitled to attend any portion of a meeting in which the matter is discussed or voted upon. The Board may take all appropriate disciplinary action with regard to a violation of the conflict of interest policy, including the removal of the Director or Officer. Senior Management and Department Directors are also required to sign an annual conflict of interest statement, disclosing any potential conflicts of interest
Process for Determining Compensation for CEOForm 990, Part VI, Line 15aOur CEO is an Employee of Indiana University Health. We are billed monthly for his services.
Process for Determining Compensation for Other Officers or Key EmployeesForm 990, Part VI, Line 15bThe evaluation of salaries for Executives and key employees occurs annually. Data is submitted to the Indiana Hospital Association Salary Survey in April and a comparison survey of other Indiana Hospitals is returned. CEO approves the salary amount. Information on compensation for the CEO is provided to the Board Executive Committee.
Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen PublicForm 990, Part VI, Line 19The organizing documents, financial statements and Conflict of Interest Policy are made available to the Public upon written request or by a request in person.
Hours devoted to related organizationsForm 990, Part VII, Section A, Line 1a, column (B)Neil Pickett devotes 45 hours per week to a related organization, Indiana University Health.
Other changes in net assets or fund balancesForm 990, Part XI, Line 5Prior period adjustment $(162)

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (31 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
La Porte Regional Health System Inc
1007 LincolnwayLa PorteIN46350351125434HealthcareIN501(c)(3)3na
LaPorte Regional Physician Network Inc
1007 LincolwayLa PorteIN46350311070868healthcareIN501(c)(3)3na
Indiana University Health Inc
950 N Meridian St Ste 800IndianapolisIN46204351955872HealthcareIN501(c)(3)3NA
Clarian Arnett Health System Inc
950 N Meridian St Ste 800IndianapolisIN46204263162145healthcareIN501(c)(3)3na
Clarian Transplant Institute Inc
950 N Meridian St Ste 800IndianapolisIN46204134350599healthcareIN501(c)(3)9na
Emergency Medical Group Inc
950 N Meridian St Ste 800IndianapolisIN46204351932442healthcareIN501(c)(3)3na
Methodist Health Foundation Inc
1800 North Capitol AvenueIndianapolisIN46202356043086fundraisingIN501(c)(3)11, Type 1na
Methodist Health Group Inc
950 N Meridian St Ste 800IndianapolisIN46204350876390healthcareIN501(c)(3)11, Type 3na
Methodist Medical Group Inc
950 N Meridian St Ste 800IndianapolisIN46204351945384healthcareIN501(c)(3)3na
Methodist Medical Group Physicians Inc
950 N Meridian St Ste 800IndianapolisIN46204351814660healthcareIN501(c)(3)3na
Methodist Occupational Health Ctrs Inc
950 N Meridian St Ste 800IndianapolisIN46204351844176healthcareIN501(c)(3)3na
Methodist Research Institute Inc
950 N Meridian St Ste 800IndianapolisIN46204352023710healthcareIN501(c)(3)11, Type 1na
MH Healthcare Inc
950 N Meridian St Ste 800IndianapolisIN46204351766531healthcareIN501(c)(3)3na
Goshen Health System Inc
200 High Park AvenueGoshenIN46527351974765healthcareIN501(c)(3)11, Type 1na
Goshen Hospital Association Inc
200 High Park AvenueGoshenIN46527356001540healthcareIN501(c)(3)3na
Tipton Hospital Inc
950 N Meridian St Ste 800IndianapolisIN46204262772226healthcareIN501(c)(3)3na
Ball Memorial Hospital Inc
2401 West University AvenueMuncieIN47303350867958healthcareIN501(c)(3)3na
Blackford Community Hospital Inc
410 Pilgrim BoulevardHartford CityIN47348010646166healthcareIN501(c)(3)3na
Bloomington Hospital of Orange County
PO Box 499PaoliIN47454352090919healthcareIN501(c)(3)3na
Bloomington Hospital Inc
PO Box 1149BloomingtonIN47402351720796healthcareIN501(c)(3)3na
BMH Auxiliary Inc
2401 West University AvenueMuncieIN47303356025400healthcareIN501(c)(3)11, Type 3na
Healthcare Connections Inc
2401 West University AvenueMuncieIN47303351925641healthcareIN501(c)(3)9na
Indiana University Healthcare Associates
950 N Meridian St Ste 800IndianapolisIN46204351747218healthcareIN501(c)(3)9na
Midwest Health Strategies Inc
950 N Meridian St Ste 800IndianapolisIN46204611415688healthcareIN501(c)(3)3na
The BMH Foundation Inc
2401 West University AvenueMuncieIN47303311111784fundraisingIN501(c)(3)11, Type 1na
Indiana Radiology Partners Inc
950 N Meridian St Suite 800IndianapolisIN46204201017034HealthcareIN501(c)(3)3NA
Bedford Regional Medical Center Fdn
2900 West 16th StreetBedfordIN47421351615521SupportIN501(c)(3)7NA
Bedford Regional Medical Center Aux
2900 West 16th StreetBedfordIN47421237140460SupportIN501(c)(3)11, TYPE 3NA
HealthLinc Inc
200 High Park AvenueGoshenIN46527263571507HealthcareIN501(c)(3)3NA
IU Health Morgan Hospital Inc
2209 John R Wooden DriveMartinsvilleIN46151273533027HealthcareIN501(c)(3)3NA
IU Health White Memorial Hospital Inc
720 South Sixth StreetMonticelloIN47960273532963HealthcareIN501(c)(3)3NA

Form990 Schedule R Part III Form990ScheduleRPartIII (15 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
950 N Meridian Street Suite 800IndianapolisIN46204352055030healthcareINNAN/A00false$0false0.00000
Clarian Health North LLC
11700 North Meridian STreetCarmelIN46032431980602healthcareINNAN/A00false$0false0.00000
Clarian Hlth Vent Fund I LLC
950 N Meridian Street Suite 800IndianapolisIN46204262523206venture capitalINNAN/A00false$0false0.00000
Clarian Health West LLC
1111 North Ronald Reagan ParkwayAvonIN46123431980611healthcareINNAN/A00false$0false0.00000
Health Venture Management LLC
950 N Meridian Street Suite 800IndianapolisIN46204205740218managementINNAN/A00false$0false0.00000
Indiana Endoscopy Centers LLC
950 N Meridian Street Suite 800IndianapolisIN46204208398421healthcareINNAN/A00false$0false0.00000
IN Lakes Managed Care Org LLC
310 S Main StreetGoshenIN46526351946663healthcareINNAN/A00false$0false0.00000
Senate St Surgery Center
950 N Meridian Street Suite 800IndianapolisIN46204421709357healthcareINNAN/A00false$0false0.00000
The Healthcare Group LLC
8802 N Meridian STreet Suite 100IndianapolisIN46260352067373managed careINNAN/A00false$0false0.00000
Ball Outpatient Surgery Center
2401 West University AvenueMuncieIN47303270275794healthcareINNAN/A00false$0false0.00000
Cardinal Health Initiatives
2401 West University AvenueMuncieIN47303300102702purchasingINNAN/A00false$0false0.00000
Mid-America Surgery Center
2401 West University AvenueMuncieIN47303352002953healthcareINNAN/A00false$0false0.00000
BMH Outpatient Surg Svcs
2401 West University AvenueMuncieIN47303204567998healthcareINNAN/A00false$0false0.00000
CHV Fund Management LLC
950 North Meridian Street Suite 80IndianapolisIN46204262523151venture capitalINNAN/A00false$0false0.00000
ROC Surgery LLC
575 Riley Hospital DriveIndianapolisIN46202271497960HEALTHCAREINNAN/A00false$0false0.00000

Form990 Schedule R Part IV Form990ScheduleRPartIV (15 entries)

Address Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/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 Road PO Box 69Grand CaymanCJ980396429InsuranceCJNAC000.00000
Clarian Health Plans Inc
262127080HMONAC000.000001776 Meridian Street Suite 300INDIANAPOLISIN46202IN
CHV Capital Inc
260752507VENTURE CAPITALNAC000.00000950 N Meridian Street Suite 800INDIANAPOLISIN46204IN
Clarian Risk Purchasing Group Inc
262020446InsuranceNAC000.00000151 Meeting Street Suite 301CHARLESTONSC29401IN
M-Plan Inc
351772506HMONAC000.000001776 N Meridian Street Suite 300INDIANAPOLISIN46202IN
Occ-Health Revenue Systems Inc
203308057WORK COMP PPONAC000.00000950 N Meridian Street Suite 800INDIANAPOLISIN46204IN
Parkmor Drug Inc
131394980PHARMACY SALESNAC000.000001501 South Main StreetGOSHENIN46526IN
BMH Medical Pavilion Association Inc
351858408CONDO MANAGEMENTNAC000.000002525 West University AvenueMUNCIEIN47303IN
Cardinal Health Ventures Inc
351611424ManagementNAC000.000002401 West University AvenueMUNCIEIN47303IN
PILR Inc
204294750DEVELOPMENTNAC000.00000200 High Park AvenueGOSHENIN46526IN
Southern Indiana Medical Group Inc
351913875HEALTHCARENAC000.00000PO Box 1149BLOOMINGTONIN47402IN
Clarian Health Risk Retention Grp Inc
201107674InsuranceNAC000.00000151 Meeting Street Suite 301CharlestonSC29401SC
Radiation Oncology Resources Inc
262008424HealthcareNAC000.00000200 High Park AvenueGoshenIN46527IN
University Health Management Inc
272891143ManagementNAC000.00000950 N Meridian Street Suite 800IndianapolisIN46204IN
University Health Mgmt (China) Inc
273891311ManagementNAC000.00000950 N Meridian Street Suite 800IndianapolisIN46204IN
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgtrueLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1NONEBusinessNameLine1