2023-11-15T07:10:26+00:00 2022-12-31 346565596 ERNST & YOUNG US LLP 111 MONUMENT CIR STE 4000 INDIANAPOLIS IN 46204 990 2022-01-01 351955872 Indiana University Health Inc INDI 3179634842 950 N MERIDIAN STREET 1200 INDIANAPOLIS IN 46204 Jennifer M Alvey Treasurer/SVP & CFO 3179634842 2023-11-15 false Jennifer Alvey 999009999 JENNIFER D Rhoderick P00395735 3176817000 2022 2023-04-26 12:10:37Z DENNIS M MURPHY 950 N MERIDIAN STREET 1200 INDIANAPOLIS IN 46204 8249915957 false X HTTPS://IUHEALTH.ORG/ X 1995 IN lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states. 15 13 24091 2923 113687464 4636016 17422583 34574004 4545441457 4877905867 417121319 35234986 87416119 21555404 5067401478 4969270261 440073506 25502967 0 0 1779721063 1881943086 0 0 0 2442717537 2757140319 4662512106 4664586372 404889372 304683889 10887157746 9941042603 4094289749 3849785323 6792867997 6091257280 X Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states. false false 2343057126 25502967 2583505168 NET PATIENT SERVICE REVENUE: INDIANA UNIVERSITY HEALTH, INC. ("IU HEALTH") IS AN ACADEMIC HEALTH CENTER COMPRISED OF IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN AT IU HEALTH (TOGETHER REFERRED TO AS "IU HEALTH ACADEMIC HEALTH CENTER"), IU HEALTH SAXONY HOSPITAL, AND IU HEALTH MORGAN. IT ALSO OFFERS PHARMACY, HOME CARE, OUTPATIENT, AND EMERGENCY TRANSPORT SERVICES THROUGHOUT THE CENTRAL INDIANA AREA. IU HEALTH INCORPORATES A UNIQUE PARTNERSHIP WITH INDIANA UNIVERSITY SCHOOL OF MEDICINE ("IU SCHOOL OF MEDICINE"), ONE OF THE NATION'S LEADING MEDICAL SCHOOLS, TO GIVE PATIENTS ACCESS TO INNOVATIVE TREATMENTS AND THERAPIES, ALL WITHOUT REGARD TO THEIR ABILITY TO PAY. IU HEALTH IS ALSO THE PARENT ORGANIZATION OF THE IU HEALTH SYSTEM, INDIANA'S MOST COMPREHENSIVE HEALTH CARE SYSTEM. IU HEALTH METHODIST AND IU HEALTH UNIVERSITY HOSPITALS IU HEALTH METHODIST AND IU HEALTH UNIVERSITY HOSPITALS, LOCATED IN INDIANAPOLIS, INDIANA, ARE A 1,025-BED ADULT ACADEMIC HEALTH CENTER IN PARTNERSHIP WITH THE IU SCHOOL OF MEDICINE. IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL ARE DESIGNATED AS MAGNET HOSPITALS, RECOGNIZED FOR EXCELLENCE IN NURSING SERVICES AND HIGH-QUALITY CLINICAL OUTCOMES FOR PATIENTS. IU HEALTH UNIVERSITY HOSPITAL IS A LEADING ACADEMIC MEDICAL CENTER WITH A COMMITMENT TO DISSEMINATING RESEARCH FINDINGS WHILE IMPROVING THE QUALITY OF LIFE FOR PEOPLE ON A LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL BASIS. IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL BOTH SERVE AN ADULT POPULATION. THESE HOSPITALS LEAD THE WAY IN COMMUNITY BENEFIT INITIATIVES. A SUBSTANTIAL PIECE OF COMMUNITY BENEFIT IS PROVIDING EXCELLENT CARE TO PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH RILEY HOSPITAL FOR CHILDREN AT IU HEALTH, LOCATED IN INDIANAPOLIS, INDIANA, IS A 276-BED CHILDREN'S HOSPITAL THAT IS INDIANA'S LARGEST AND MOST COMPREHENSIVE PEDIATRIC HOSPITAL. IT IS REGULARLY RANKED AMONG THE TOP CHILDREN'S HOSPITALS IN THE COUNTY BY U.S. NEWS & WORLD REPORT'S BEST CHILDREN'S HOSPITALS. IN ADDITION TO CLINICAL EXPERTISE, RILEY HOSPITAL FOR CHILDREN AT IU HEALTH'S PARTNERSHIP WITH THE IU SCHOOL OF MEDICINE ENSURES THAT PATIENTS HAVE ACCESS TO THE MOST INNOVATIVE TREATMENTS AND THE LATEST RESEARCH AND TECHNOLOGY. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH PROVIDES COMPREHENSIVE, FAMILY-CENTERED CARE TO MORE THAN 250,000 CHILDREN ANNUALLY THROUGH ITS STATEWIDE PRIMARY AND SPECIALTY CARE OFFICES, AND INPATIENT AND OUTPATIENT SERVICES AT ITS FLAGSHIP HOSPITAL. PEDIATRIC PATIENTS AND THEIR FAMILIES TRAVEL FROM ALL 92 INDIANA COUNTIES, THE REGION AND THE WORLD TO ACCESS THE NATIONALLY RECOGNIZED CLINICAL PROGRAMS OF RILEY HOSPITAL FOR CHILDREN AT IU HEALTH. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH IS ALSO DESIGNATED AS A MAGNET HOSPITAL, RECOGNIZED FOR EXCELLENCE IN NURSING SERVICES AND HIGH-QUALITY CLINICAL OUTCOMES FOR PATIENTS. IU HEALTH SAXONY HOSPITAL IU HEALTH SAXONY HOSPITAL, LOCATED IN FISHERS, INDIANA, IS A 32-BED SPECIALTY CARE HOSPITAL PRIMARILY FOCUSING ON SURGICAL SERVICES FOR CARDIOVASCULAR AND ORTHOPEDICS. IT OPENED IN 2011 AND INCLUDES SIX OPERATING ROOMS, A FULL EMERGENCY DEPARTMENT, A HELIPAD FOR MEDICAL TRANSPORT AND A MEDICAL OFFICE COMPLEX. IU HEALTH SAXONY HOSPITAL IS ALSO HOME TO THE INDIANA UNIVERSITY HEALTH HIP AND KNEE CENTER. HERE, THE TEAM OF FELLOWSHIP TRAINED SURGEONS PERFORM MORE HIP AND KNEE REPLACEMENTS THAN ANY OTHER IU HEALTH FACILITY IN THE STATE. IU HEALTH MORGAN IU HEALTH MORGAN, AN OUTPATIENT DEPARTMENT OF THE IU HEALTH ACADEMIC HEALTH CENTER LOCATED IN MARTINSVILLE, INDIANA, OFFERS COVERAGE IN ADULT AND PEDIATRIC CARE; SPECIALTY CARE; EMERGENCY AND URGENT CARE; DIAGNOSTIC IMAGING INCLUDING 3D MAMMOGRAPHY; LAB TESTING; OUTPATIENT SURGICAL SERVICES; CANCER CARE, INCLUDING MEDICAL AND RADIATION ONCOLOGY; CARDIAC, PHYSICAL, SPEECH AND OCCUPATIONAL THERAPIES; SLEEP LAB; AND COMMUNITY HEALTH AND WELLNESS, INCLUDING MEDICAL NUTRITION THERAPY AND DIABETES CARE. 681084418 0 750978324 LABORATORY SERVICES: The laboratories of IU Health offer some of the most comprehensive laboratory services in Indiana. Open 24 hours a day, seven days a week, the laboratories perform more than 19 million tests a year. In addition to IU Health, laboratory testing services are provided to hospitals and physicians across the country. 515467039 0 568365041 MEMBER PREMIUM REVENUE: The Indiana University Health System has agreements to provide medical services to subscribing participants or members that generally provide for predefined payments (on a per member, per month basis), regardless of services actually performed. The cost to provide health care services under these agreements is accrued in the period in which the health care services are provided to a member based, in part, on estimates, including an accrual for medical services provided but not yet reported. 479934799 0 529186430 SHARED SERVICES REVENUE: AS THE PARENT OF THE INDIANA UNIVERSITY HEALTH SYSTEM, IU HEALTH FACILITATES EFFORTS AND SHARED SERVICES ON BEHALF OF AND FOR THE BENEFIT OF IU Health AND ITS AFFILIATES. CERTAIN COSTS RELATED TO PROVIDING THESE SHARED SERVICES ARE ALLOCATED OUT OR CHARGED TO THE AFFILIATES. FACILITATING THESE EFFORTS AND SERVICES ALLOWS IU Health AND ITS AFFILIATES TO BETTER CARRY OUT THEIR EXEMPT FUNCTIONS BY REDUCING COSTS, HAVING STANDARDIZED PRACTICES AND PROCEDURES, AND CREATING ECONOMIES OF SCALE. 363401652 0 400694475 PHARMACY SERVICES: Our network of pharmacies offers the ease of "one-stop" shopping. With services designed to meet your needs, we will provide expert care and help patients make the best use of their medications. 43709551 0 48195092 ALL OTHER PROGRAMS, SUCH AS RENT FROM RELATED 501(c)(3) ORGANIZATIONS, INCOME FROM PASS-THROUGH ENTITIES 887046002 978075997 4426654585 true true false true false false false false true true true false false true true false true false false true false false false false false true true true true true true false false false false false false false false true false false false false false true true true true true false true X 4055 0 true 24091 true true true true CJ false false false false false false false false true false X 15 13 true false false false true true true true true false false true true true true true true true true true true IN X CRAIG J JONES 3179634842 950 N MERIDIAN STREET SUITE 800 INDIANAPOLIS IN 46204 BISHOP JULIUS C TRIMBLE DIRECTOR/VICE-CHAIR 6.0 1.0 X X 35000 0 0 DENNIS M MURPHY DIRECTOR/PRESIDENT & CEO 60.0 1.0 X X 4034072 0 948772 J SCOTT DAVISON BOARD CHAIR (PART YEAR) / DIRECTOR 6.0 0 X X 0 0 0 Pamela Whitten DIRECTOR/VICE-CHAIR 6.0 0 X X 0 0 0 THOMAS V EASTERDAY BOARD CHAIR (PART YEAR)/DIRECTOR 6.0 0 X X 46750 0 0 Alicia D Monroe MD DIRECTOR 6.0 0 X 35000 0 0 ANNE NOBLES DIRECTOR 6.0 1.0 X 37500 0 0 JAMES A DAVLIN V DIRECTOR 6.0 0 X 37500 0 0 JAY L HESS MD DIRECTOR 6.0 6.0 X 43500 0 0 Kristin Mays-Corbitt DIRECTOR 6.0 0 X 36250 0 0 KYLE L GRAZIER DIRECTOR 6.0 0 X 37500 0 0 LARRY H STEVENS MD DIRECTOR 6.0 49.0 X 40500 674581 39698 MAUREEN BISOGNANO DIRECTOR 6.0 0 X 37500 0 0 Quinn Buckner DIRECTOR 6.0 0 X 35000 0 0 ROBERT A PALMER DIRECTOR 6.0 0 X 37500 0 0 ERIN R LEWIS SECRETARY/SVP & GEN. COUNSEL 54.0 1.0 X 1010980 0 178479 JENNIFER M ALVEY TREASURER/SVP & CFO 53.0 2.0 X 1505106 0 232970 DAVID A INGRAM MD EVP & CME 52.0 3.0 X 0 1141215 212454 Gil Peri President (Riley) 55.0 0 X 996169 0 194083 Jason Gilbert RN EVP & CNE 55.0 0 X 655316 0 163639 MICHELLE A JANNEY RN EVP & COO 53.0 2.0 X 1999181 0 48910 RYAN D NAGY MD PRESIDENT (AAHC) 54.0 1.0 X 0 989720 163474 BRIAN T SHOCKNEY PRESIDENT (SCR) 0.0 55.0 X 966602 0 185247 JEFFREY C BIRD MD PRESIDENT (ECR) 0.0 55.0 X 976399 0 66879 KENNETH DOUG PUCKETT PRESIDENT (ISR) 0.0 55.0 X 932429 0 176139 KEVIN R ARMSTRONG Chief Mission & Values Officer 55.0 0 X 1201452 0 60114 RONALD L STIVER PRESIDENT (SHS) 53.0 2.0 X 1488098 0 199943 JONATHAN E GOTTLIEB MD Former Key Employee 0.0 0.0 X 153699 0 0 PAUL M CALKINS MD FORMER KEY EMPLOYEE 25.0 30.0 X 550676 0 60276 16929680 2805516 2931078 3831 true true false AYA HEALTHCARE INC 5930 Cornerstone Court West Ste 300 San Diego CA 92121 Contract labor 209763454 FA WILHELM CONSTRUCTION CO INC 3914 Prospect St INDIANAPOLIS IN 46203 CONSTRUCTION 103997709 Medefis 10826 Old Mill Road Suite 101 Omaha NE 68154 Vendor Management 72246357 TRIMEDX LLC 5451 LAKEVIEW PKWY S DR INDIANAPOLIS IN 46268 CLINICAL ENGINEERING 49093864 ARAMARK SERVICES 2400 Market St Philadelphia PA 19103 Food services 36170753 1182 0 0 0 13985535 10804506 9783963 0 34574004 Net Patient Service Revenue 622110 2583505168 2583505168 Shared Services 900099 529186430 521591469 7594961 Pharmacy 446110 400694475 324013907 76680568 Reference Laboratory 621500 750978324 737012900 13965424 Member Premium Revenue 524298 568365041 568365041 45176429 35241017 9935412 0 4877905867 150921232 3018663 147902569 15807363 14337171 1470192 0 1470192 129796 1340396 3150536508 85771 3266308525 0 -115772017 85771 -115686246 4770751 -120456997 Cafeteria/Food Service 722514 163521 163521 Parking 812930 1738557 1738557 Education 900099 1502089 1502089 16681045 0 610552 16070493 20085212 4969270261 4772748165 113687464 48260628 X 25363759 25363759 139208 139208 12427179 12054364 372815 0 862873 836987 25886 1543452163 1493316646 50135517 51281499 49615737 1665762 176103297 170382984 5720313 97816075 94638743 3177332 2642245 2642245 3327904 1663952 1663952 2928824 1464412 1464412 912889 912889 11276043 11276043 483888320 444803180 39085140 0 16617205 16617205 34369529 31593397 2776132 121682068 60841034 60841034 94521668 86959935 7561733 2562785 2355781 207004 1000 919 81 48996097 48996097 165127204 157960915 7166289 20728331 20728331 Bad Debt 42583810 42583810 Drugs and Medical Supplies 1092353223 1092353223 Health Claims Paid to Providers 478209750 478209750 Hospital Assessment Fee 91853782 91853782 42557642 38665970 3891672 0 4664586372 4426654585 237931787 0 134222 96790 259457703 328564070 4127506 588906 625354373 602185990 0 0 0 0 68209589 74985170 92968302 98568148 170571901 167014807 4814318726 2689078759 1730466162 2125239967 5230695262 3581219183 2248031985 2643020000 293558859 296978372 7852193 7852193 155729689 14729007 10887157746 9941042603 2341758083 603978620 0 11048272 9363342 1479678426 1430693000 0 0 0 112684995 329647266 0 149119973 1476103095 4094289749 3849785323 X 6791012133 6089401416 1855864 1855864 6792867997 6091257280 10887157746 9941042603 X 304683889 -667846459 -338448147 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 816761 false true 96128 912889 false Schedule C, Part II-B, Line 1j OTHER ACTIVITIES Several membership organizations notified IU Health during 2022 that a portion of the dues it paid would be used for lobbying purposes as follows: American Hospital Association: 26.47% or $15,288 Indiana Hospital Association: 8.63% or $29,673 Greater Indianapolis Chamber of Commerce: 5.00% or $12,500 Indiana Chamber of Commerce: 9.00% or $5,318 Children's Hospital Association: 16.10% or $28,658 Association of American Medical Colleges: 1.57% or $336 340B Health: 8.00% or $1,355 NextGen Coalition: 15.00% or $1,500 National Association of ACOs: 15.00% or $1,500 Total Portion of Dues Used for Lobbying Purposes: $96,128 Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY During 2022, IU Health spent a total of $816,761 in direct federal and state lobbying expenditures. During 2022, IU Health advocated before our federal legislative and executive branches on the following issues: - Federal COVID response and associated waivers, including COVID relief funds - Healthcare Reform Legislation (in general) - Pricing Transparency/Surprise Billing/Good Faith Pricing Estimates - Changes to Medicare/Medicaid reimbursement - Graduate Medical Education - Medicaid/Medicare Managed Care - Changes to OPPS/IPPS reimbursement - Accountable Care Organizations - 340B program - Critical Access and Rural Hospital Matters - Disproportionate Share Hospital Payments - Telemedicine/Telehealth - Electronic Health Records Interoperability - Organ Transplant Allocation and Regulatory Oversight - CMS Regulatory Requirements - Budget Matters - Billing and Reimbursement - Provider Workforce Matters During 2022, IU Health advocated before our state legislative branch on the following issues: - Provider Reimbursements - Medicaid Reimbursement Policies - Provider Licensure Matters - Smoking Cessation Policies - Insurance Matters - Cost of Healthcare - Medicaid Managed Care - Telehealth/Telemedicine - Public Safety - Pricing Transparency/Surprise Bills/Good Faith Pricing Estimates - Health Care Regulation - Social Services - Patient Safety Matters - Access to Health Care - Opioids/Addictions Services - Graduate Medical Education - Budget Allocations - Provider Workforce Matters 1855864 1855864 1855864 1855864 1855864 1855864 1855864 1855864 4888281 3032417 1855864 0.0 1.0 0.0 false true true 324828763 324828763 1400152567 600535780 799616787 49465473 25846425 23619048 1691251991 1398799408 292452583 1348619932 663897146 684722786 2125239967 ALTERNATIVE INVESTMENTS 2643020000 F 2643020000 2793090 INTEREST RATE SWAP LIABILITIES DUE TO THIRD-PARTY PAYERS 5976957 ENVIRONMENTAL OBLIGATIONS 6666179 ACCRUED INTEREST ON BONDS 6501683 SELF-INSURANCE LIABILITIES 2218327 LEASE LIABILITIES - OPERATING 69218920 Intercompany Payable 1382727939 1476103095 X Schedule D, Part V, Line 4 Intended uses of endowment funds PERMANENTLY RESTRICTED NET ASSETS ARE GENERALLY RESTRICTED FOR INDIGENT AND OTHER PATIENT CARE SERVICES, MEDICAL EDUCATION AND RESEARCH PROGRAMS, AND MEDICAL SUPPLIES AND EQUIPMENT. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Internal Revenue Service has determined that Indiana University Health and certain of its affiliated entities are tax-exempt organizations as defined in Section 501(c)(3) of the Internal Revenue Code (IRC). Indiana University Health and its tax-exempt affiliates are, however, subject to federal and state income taxes on unrelated business income under the provisions of IRC Section 511. Deferred income taxes that, as of December 31, 2022 and 2021, have no net carrying value reflect the net tax effect of temporary differences between the carrying amounts of assets and liabilities for financial reporting and the amounts used for income tax purposes. As of December 31, 2022 and 2021, the Indiana University Health System had gross deferred tax assets of $145,194,000 and $146,281,000, respectively, primarily relating to net operating loss carryovers. Management determined that a full valuation allowance at December 31, 2022 and 2021, was necessary to reduce the deferred tax assets to the amount that would more likely than not be realized. Based on the weight of the evidence, if it is more likely than not that some portion or all of the deferred tax assets will not be realized, a valuation allowance to reduce the deferred tax assets is recorded. At December 31, 2022, Indiana University Health System has available net operating loss carryforwards of $583,788,000. Net operating losses generated from 2001 through 2017 will expire between 2022 and 2037. Net operating losses generated after 2017 do not expire. Central America and the Caribbean 0 0 Investments N/A 1908623101 North America (Canada & Mexico only) 0 0 Investments N/A 34063402 Central America and the Caribbean 0 0 Unrelated Business Activities,UNRELATED TRADE/BUS. N/A 4824642 Central America and the Caribbean 0 0 Program Services SELF-INSURANCE 4374838 Central America and the Caribbean 0 12 Speaking engagements,Conference Travel Conferences or continuing education 12295 East Asia and the Pacific 0 1 Speaking engagements,Conference Travel Presenting at conference 17522 Europe (Including Iceland and Greenland) 0 23 Speaking engagements,Conference Travel Conferences or continuing education 55686 Europe (Including Iceland and Greenland) 0 5 Program Services STRATEGIC BUSINESS DEVELOPMENT 19399 Middle East and North Africa 0 2 Speaking engagements,Conference Travel CONFERENCE OR CONTINUING EDUCATION 5491 Middle East and North Africa 0 6 Program Services STRATEGIC BUSINESS DEVELOPMENT 79969 North America (Canada & Mexico only) 0 30 Speaking engagements,Conference Travel CONFERNCES OR CONTINUING EDUCATION 23393 South America 0 3 Speaking engagements,Conference Travel CONFERENCES OR CONTINUING EDUCATION 4283 Sub-Saharan Africa 0 2 Speaking engagements,Conference Travel CONFERENCES OR CONTINUING EDUCATION 1155 Europe (Including Iceland and Greenland) 0 0 Investments N/A 1857431 East Asia and the Pacific 0 0 Investments N/A 30648946 0 84 0 0 0 84 1984611553 0 1984611553 true false true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Cash,Accrual; EAST ASIA AND THE PACIFIC-Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash; MIDDLE EAST AND NORTH AFRICA-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Cash; SOUTH AMERICA-Cash; SUB-SAHARAN AFRICA-Cash true true X true X 300 false true true true false true true 0 36746 53492433 0 53492433 0.0114 0 142733 1425990820 846577743 579413077 0.1239 0 0 0 0 0 0.0 0 179479 1479483253 846577743 632905510 0.1353 14 116165 27681886 3866548 23815338 0.0051 5 5624 80553366 20690048 59863318 0.0128 2 21915 38764691 27263351 11501340 0.0025 1 166452 83110 83110 0.0000 4 79174 5853255 983915 4869340 0.0010 26 389330 152936308 52803862 100132446 0.0214 26 568809 1632419561 899381605 733037956 0.1567 0 0 0 0 0 0.0 1 1 250000 0 250000 0.0001 0 0 0 0 0 0.0 0 0 0 0 0 0.0 1 1 25000 0 25000 0.0000 2 356650 3300 0 3300 0.0000 0 0 0 0 0 0.0 1 2617 55354 0 55354 0.0000 0 0 0 0 0 0.0 5 359269 333654 0 333654 0.0001 true 15869263 0 336851194 446420469 -109569275 X true true BELTWAY SURGERY CENTERS LLC AMBULATORY SURGERY CENTER 0.2591 0.4881 SENATE STREET SURGERY CENTER LLC AMBULATORY SURGERY CENTER 0.2621 0.4861 INDIANA ENDOSCOPY CENTERS LLC AMBULATORY SURGERY CENTER 0.2601 0.246 ROC SURGERY LLC AMBULATORY SURGERY CENTER 0.297 0.4177 BALL OUTPATIENT SURGERY CENTER LLC AMBULATORY SURGERY CENTER 0.2818 0.3258 IU Health SW Fort Wayne ASC LLC AMBULATORY SURGERY CENTER 0.2955 0.4516 1 1 INDIANA UNIVERSITY HEALTH 1701 N SENATE BLVD INDIANAPOLIS IN 46202 HTTPS://IUHEALTH.ORG/ 23-005051-1 X X X X X X SEE PART V, SECTION C FOR ADDITIONAL INFORMATION INDIANA UNIVERSITY HEALTH 1 false false true X X X X X X X X X 21 true false false true X HTTPS://IUHEALTH.ORG/IN-THE-COMMUNITY/COMMUNITY-BENEFIT true 22 true HTTPS://IUHEALTH.ORG/IN-THE-COMMUNITY/COMMUNITY-BENEFIT false true X 300.0 0.0 X X X X X X X true true X X X true X HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE X HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE X HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE X X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E IU HEALTH'S 2021 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) REPORTS INCLUDE PRIORITIZED DESCRIPTIONS OF SIGNIFICANT HEALTH NEEDS IN THE COMMUNITY. THE CHNA REPORTS IDENTIFIED THE FOLLOWING NEEDS TO BE ADDRESSED: - ACCESS TO HEALTH CARE SERVICES - Chronic disease and chronic disease management - DRUG AND SUBSTANCE ABUSE - Food insecurity and healthy eating - Health education and navigation - Maternal and infant health and child well-being - MENTAL HEALTH - Obesity, diabetes and physical inactivity - Smoking, tobacco use and exposure to secondhand smoke - SOCIAL DETERMINANTS OF HEALTH - Aging population and needs of seniors Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children. IU Health operates four hospital locations that are licensed as a single hospital by the Indiana State Department of Health. These hospital locations are as follows: - IU Health Methodist Hospital - IU Health University Hospital - Riley Hospital for Children at IU Health - IU Health Saxony Hospital IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children are located in Indianapolis, Marion County, Indiana and are referred to as the IU Health Academic Health Center. IU Health Saxony Hospital is located in Fishers, Hamilton County, Indiana. Although licensed as a single hospital, each of these facilities serve different, although sometimes overlapping, portions of the community which present their own unique health needs. In order to take into account all of these unique health needs, IU Health conducted separate Community Health Needs Assessments ("CHNAs") for each of its four hospital locations. In conducting each of its most recent CHNAs from January 2021 through December 2021, IU Health took into account input from persons who represent the broad interests of the communities it serves by hosting four community focus groups and conducting interviews. These focus groups engaged public health officials and community-based organizations that provide services and/or reflect community members who are medically underserved, low-income, or of a minority subpopulation to discuss the health needs of the service area and what role IU Health could play in addressing the identified needs. IU Health Academic Health Center The defined community per the most recent CHNA is Marion County, where the hospital resides. Marion County - Community Meetings and Interviews In collaboration with other local health systems - Ascension St. Vincent (Indianapolis) and Community Health Network - four virtual, community meetings were held May 25-27, 2021, to receive input from stakeholders regarding the health needs in Marion County. In total, the meetings were attended by 53 community organizations that provide services and/or reflect community residents who are under or uninsured; with undocumented status; older; Limited English Proficient; low-income; use or inject drugs; experience homelessness; Black, Indigenous, and people of color; LGBTQ; and populations impacted greatly by non-medical barriers of health such as poverty, food access and affordable housing. * Allen Chapel AME Church * Anthem Medicaid * Broadway United Methodist Church * City-County Council staff * City of Indianapolis, Division of Community Nutrition and Food Policy * Coalition for Our Immigrant Neighbors * Concerned Clergy of Indianapolis * Connections IN Health, Indiana Clinical and Translational Sciences Institute (CTSI), Indiana University School of Medicine * Covering Kids & Families of Indiana * Crossroads AME Church/Common Grounds Institute * First Baptist Church North Indianapolis * Gennesaret Free Clinic * Gleaners Food Bank of Indiana * Habitat for Humanity of Greater Indianapolis * Health by Design * Horizon House * Immigrant Welcome Center * Indiana Legal Services * Indiana Native American Indian Affairs Commission * Indiana Public Health Association * Indiana Department of Health * Indiana University Richard M. Fairbanks School of Public Health * Indianapolis City Council * Indianapolis Neighborhood Housing Partnership * Indianapolis Urban League * Indy Go * Indy Hunger Network * Jump IN for Healthy Kids * Marian University/College of Osteopathic Medicine * Marion County Public Health Department * Managed Health Services (MHS) Neighborhood Christian Legal Clinic * Nine13sports * Nurse Family Partnership of Goodwill of Central and Southern Indiana * Pathway to Recovery * Playworks * Raphael Health Center, Inc. * Richard M. Fairbanks Foundation * The Julian Center * United States Congress, Representative Andre Carson (staff) * University of Indianapolis * YMCA of Greater Indianapolis/Top 10 Coalition Schedule H, Part V, Section B, Line 5 Facility , 2 Facility , 2 - IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children(continued). Secondary data and a preliminary list of community health need priorities were presented at the meetings. Each group was then asked questions about the preliminary list, including their reactions, additions to the proposed needs, thoughts regarding the causes of the needs, impacts of the COVID-19 pandemic and others. After this discussion, participants were given the opportunity to make additional comments before being asked to vote on what they believed were the most significant needs in the county. Participants were asked to choose three to five significant health needs via an online poll during and after the meeting. Preliminary needs identified include a wide-array of topics, including the COVID-19 pandemic, food insecurity, maternal and child health, racial and ethnic disparities, mental health and access to mental health providers, obesity and physical inactivity, poverty, educational achievement, housing, crime and community safety, public health funding and others. In addition to these topics, participants focused discussion around substance abuse and treatment, transportation barriers, culturally appropriate care and services (including language barriers), affordability of healthy food, smoking and tobacco use, access to and cost of primary care, health insurance, preventive health services, lack of providers within high-need areas, childcare, chronic conditions (including diabetes and hypertension), navigating existing resources, dental health needs, child health, job opportunities and trainings, technology barriers and digital-divide, post incarceration resources and social connectedness. For those unable to attend community meetings, a separate survey was distributed to receive their input on the most significant needs. These findings were combined with those of the community meeting participants. From this process, participants identified the following needs as most significant for Marion County: *RACIAL AND ETHNIC HEALTH DISPARITIES *OBESITY CONTINUES TO BE AN ISSUE, AS WELL AS DIABETES, WITH RATES INCREASING FOR ADULTS. *INFANT AND MATERNAL MORTALITY ARE SIGNIFICANT ISSUES, WITH SOCIAL DETERMINANTS OF HEALTH IMPACTING ACCESS TO PRENATAL CARE AND OTHER NEEDED SERVICES. *HIV (HUMAN IMMUNODEFICIENCY VIRUS) IS STILL A CONCERN, WITH SOME HOPE THAT THE DISEASE CAN BE ERADICATED WITHIN THE NEXT DECADE THROUGH MODERN MEDICINE AND PREVENTION STRATEGIES SUCH AS PREP (PRE-EXPOSURE PROPHYLAXIS). *TOBACCO AND VAPING ARE ISSUES, WITH A LOW CIGARETTE TAX IN INDIANA HELPING PERPETUATE ITS USE. *ENVIRONMENTAL HEALTH - INCLUDING OLD HOUSING AND AIR POLLUTION - IS LEADING TO POOR HEALTH, INCLUDING LEAD POISONING, ARSENIC POISONING AND PEDIATRIC ASTHMA. THE NEED FOR SAFE AND STABLE HOUSING IS SIGNIFICANT. *HEALTH LITERACY IS A NEED, PARTICULARLY AFFECTING HISPANIC (OR LATINO) POPULATIONS DUE TO LANGUAGE BARRIERS. EDUCATION DISPARITIES AROUND HEALTH ARE ALSO LEADING TO GENERATIONAL PERSISTENCE OF HEALTH DISPARITIES FOR RACIAL AND ETHNIC MINORITY POPULATIONS. *ACCESS TO MENTAL AND BEHAVIORAL HEALTH SERVICES *FOOD INSECURITY AND ACCESS TO AFFORDABLE, HEALTHY FOOD *ACCESS TO SAFE AND AFFORDABLE HOUSING *MENTAL HEALTH *POVERTY AND ASSOCIATED COMMUNITY NEED A survey was also issued to internal providers at IU Health Methodist Hospital, asking them to identify priority needs among the patients they serve. Among 12 responses, the following issues were identified as the most significant: * Food insecurity and nutrition * Health disparities, particularly for racial and ethnic minority populations * Mental health * Poverty and income inequality The survey also asked about the impacts of the COVID-19 pandemic. Issues most often selected as significant impacts include: * Social isolation and loneliness * Health disparities * Digital divide (lack of internet or device access) * Economic disparities * Housing (inability to stay sheltered or pay rent/mortgage) Two additional interviews were conducted in May 2021 with representatives of the county public health department and minority health organization to obtain subject-matter expertise into the health needs in Marion County. The following issues were discussed as significant: * Poverty is a significant issue and impacts almost all areas of wellbeing, including housing, accessing health services, nutrition, stress and mental health, chronic disease, transportation and others. The need for a living wage for all residents is significant. * Health disparities are significant, including large disparities in social determinants of health for racial and ethnic minority populations. * Health insurance is a significant barrier to optimal health, with restrictions in coverage leading to a lack of preventive health. * Mental health is a significant issue, with depression and anxiety both widespread. Self-medication through substance abuse is common. * Obesity continues to be an issue, as well as diabetes, with rates increasing for adults. * Infant and maternal mortality are significant issues, with social determinants of health impacting access to prenatal care and other needed services. * HIV (human immunodeficiency virus) is still a concern, with some hope that the disease can be eradicated within the next decade through modern medicine and prevention strategies such as PrEP (pre-exposure prophylaxis). * Tobacco and vaping are issues, with a low cigarette tax in Indiana helping perpetuate its use. Environmental health - including old housing and air pollution - is leading to poor health, including lead poisoning, arsenic poisoning and pediatric asthma. The need for safe and stable housing is significant. * Health literacy is a need, particularly affecting Hispanic (or Latino) populations due to language barriers. Education disparities around health are also leading to generational persistence of health disparities for racial and ethnic minority populations. * Food insecurity is significant, and food pantries may have irregular hours and face huge demand. * Education needs better funding, including adequate teacher compensation. * More community collaboration is needed with health systems and social service providers to identify community improvement and planned interventions. Schedule H, Part V, Section B, Line 5 Facility , 3 Facility , 3 - IU Health Saxony Hospital. In regard to the COVID-19 pandemic, a wide array of impacts was noted, including: Testing was a large challenge at the beginning of the COVID-19 pandemic, due to inadequate federal resources and other limits. * The COVID-19 pandemic highlighted the impact of social determinants of health, as people experiencing homelessness faced huge concerns due to the inability to socially distance in shelters and access care. Hotels were turned into isolation areas for patients with COVID-19. Racial and ethnic disparities in testing, treatment and outcomes were highlighted by the COVID-19 pandemic. Elderly Black residents were particularly affected. * Care was delayed for a lot of individuals due to fear of going to a provider and being exposed to the virus, leading to unmet needs and emergency situations. * Community collaboration among providers led to a better response, including health systems offering testing and other aid to public health organizations. More collaboration and coordination will be needed in the future. * Vaccination disparities are evident, with Black populations disproportionately unable to access the vaccine if desired. * The need for better health information sharing (including the identification of health disparities) between organizations. IU Health Saxony Hospital The defined community per the most recent CHNA is Marion, Hamilton, Hancock and Madison Counties. The hospital resides in Hamilton County. Marion County - Community Meetings and Interviews (See above information) Hamilton County - Community Meetings and Interviews In collaboration with other local health systems - Ascension St. Vincent, Community Health Network and Riverview Health - two community meetings were held on May 20 (morning and afternoon), 2021, to receive input from stakeholders regarding the health needs in Hamilton County. The meetings were attended by 82 community organizations that provide services and/or reflect community residents who are under or uninsured; with undocumented status; older; Limited English Proficient; low-income; use or inject drugs; experience homelessness; Black, Indigenous, and people of color; LGBTQ; and populations impacted greatly by non-medical barriers of health such as poverty, food access and affordable housing. * Allen Chapel AME Church * Anthem Medicaid * Ascension St. Vincent * Aspire Indiana Health * Breathe Easy Hamilton County * Broadway United Methodist Church * Carmel Clay Schools * Central Indiana Council on Aging (CICOA) * City-County Council staff City of Indianapolis * City of Indianapolis, Division of Community Nutrition and Food Policy * City of Noblesville * Coalition for Our Immigrant Neighbors * Community Health Network * Concerned Clergy of Indianapolis * Connections IN Health, Indiana Clinical and Translational Sciences Institute (CTSI), Indiana University School of Medicine * Covering Kids & Families of Indiana * Crossroads AME Church/Common Grounds Institute * First Baptist Church North Indianapolis * Fishers Health Department * Gennesaret Free Clinic * Gleaners Food Bank of Indiana * Good Samaritan Network of Hamilton County * Habitat for Humanity of Greater Indianapolis * Hamilton County Community Foundation * Hamilton County Council on Alcohol and Other Drugs * Hamilton County Government * Hamilton County Harvest Food Bank * Hamilton County Head Start * Hamilton County Health Department * Hamilton County Meals on Wheels * Hancock County Health Department * Hancock Regional Hospital HAND, Inc. * Health by Design * Heart and Soul Free Clinic * HOPE Family Care Center * Horizon House * Immigrant Welcome Center * Indiana Legal Services * Indiana Native American Indian Affairs Commission * Indiana Public Health Association * Indiana Department of Health * Indiana University Richard M. Fairbanks School of Public Health * Indianapolis City Council Indianapolis Neighborhood Housing Partnership * Indianapolis Urban League * Indy Go * Indy Hunger Network * IU Health * IU Health Indy Suburban Region * IU Health Methodist Hospital * IU Health North Hospital * IU Health Saxony Hospital * IU Health University Hospital * Jump IN for Healthy Kids * Madison County Health Department * Marian University/College of Osteopathic Medicine * Marion County Public Health Department * Managed Health Services (MHS) * Neighborhood Christian Legal Clinic * Nine13sports * Noblesville Chamber of Commerce * Noblesville Schools * Noblesville Town Council * Nurse Family Partnership of Goodwill of Central and Southern Indiana * Pathway to Recovery * Playworks Prevail, Inc. * Prime Life Enrichment Purdue Extension * Raphael Health Center, Inc. * Richard M. Fairbanks Foundation * Riverview Health * Shepherd's Center of Hamilton County * Sheridan Community Schools * St. Elizabeth Seton Parish * The Julian Center * The Villages Health Families * Trinity Free Clinic * United States Congress, Representative Andre Carson (staff) * University of Indianapolis * YMCA of Greater Indianapolis/Top 10 Coalition Secondary data and a preliminary list of community health need priorities was presented at both meetings. Each group was then asked questions about the preliminary list, including their reactions, additions to the proposed needs, thoughts regarding the causes of the needs, impacts of the COVID-19 pandemic and others. After this discussion, participants were given the opportunity to make additional comments before being asked to vote on what they believed were the most significant needs in the county. Participants were asked to choose three to five significant health needs via an online poll during and after the meeting. Preliminary needs identified include several topics, including the COVID-19 pandemic, alcohol abuse, immunization rates, elderly needs, smoking and tobacco use, access to mental health services and statewide issues, such as health disparities and obesity. In addition to these topics, participants focused discussion on substance abuse and overdoses, mental health concerns, access to care disparities for various segments of the population, aging in place resources, transportation, limited clinical hours of providers, limited mental health providers, a continuum of care between various health services and food insecurity. Schedule H, Part V, Section B, Line 5 Facility , 4 Facility , 4 - IU Health Saxony Hospital (continued). From this process, participants identified the following needs as most significant for Hamilton County: * Access to and supply of mental health providers, particularly for low-income populations Needs of a growing senior population, including aging in place and cognitive care * Mental health * Alcohol use and excessive drinking * Access to care disparities, particularly for low-income populations A survey was also issued to internal providers at IU Health that serve Hamilton County, asking them to identify priority needs among the patients they serve. The following issues were identified as the most significant: * Healthcare and services for elderly residents * Mental health * Substance abuse * Access to healthcare services * Obesity Access to behavioral health services, including mental health and substance abuse The survey also asked about the impacts of the COVID-19 pandemic. Issues most often selected as significant impacts include: * Loss of health insurance * Social isolation and loneliness * Health disparities Two additional interviews were conducted with representatives of local public health departments to obtain subject-matter expertise into the health needs in Hamilton County. The following issues were discussed as significant: * Access to behavioral health services - both mental health and substance abuse - is a significant need, with few providers in the area and primary care physicians not often integrating behavioral health checks into care (a large increase in population has led to an undersupply of providers) * Mental health concerns are widespread, including an increase in child mental health needs (youth struggle with high expectations and stress in school) * Substance abuse and overdoses are significant concerns, with opioid usage being widespread (alcohol abuse is also common) * Transportation is a barrier in the community, with limited public options and routes * Insurance barriers are significant, with uninsured populations having few options and providers not accepting certain plans, such as Medicaid (while free and low-cost clinics exist, they cannot keep up with demand) * Food insecurity and access to healthy food is challenging for some groups, exacerbated by poverty and transportation (low-income housing is also limited) * The working poor often are vulnerable as they do not qualify for many programs but still live paycheck to paycheck (while Hamilton County compares well for poverty, the needs of low-income populations are often overlooked due to this, creating pockets of need) * Prevention is not a priority for most, and more programs and access to preventive health are needed * Sexually transmitted infections are an issue, particularly chlamydia * Cultural differences led to unmet needs for several immigrant communities including language barriers * LGBTQ+ populations are also underserved, often feeling uncomfortable going to available providers * Public health funding is limited, and service levels are impacted due to financial constraints * Time is a big barrier to optimal health, as parents are often too busy with work and children to pursue healthy living measures * More collaboration is needed between health systems, health departments, providers and social service organizations In regard to the COVID-19 pandemic, a wide array of impacts was noted, including: * A lack of resources at local health departments - both funding and staff - led to difficulties throughout the pandemic, and many other services were foregone to focus on the pandemic (a need for a more robust public health infrastructure is highlighted) * The politicization of public health was widespread, and many guidelines and measures were met with criticism * Mental health issues worsened due to isolation, with children at particular risk * STI rates rose substantially * The pandemic highlighted the need for accurate health information, and providers need to focus on maintaining communication after COVID-19 Hancock County - Interview An interview was conducted with representatives of a local public health department to obtain subject-matter expertise into the health needs in Hancock County. Participants were asked to comment on a list of unfavorable health indicators, add other needs to significant indicators and discuss barriers and resources. The following issues were discussed as significant: * Participants were not surprised about the unfavorable secondary data indicators, including drunk-driving deaths, transportation, STIs, lack of social associations, obesity and access to mental health providers (in particular, a lack of mental health providers has been a consistent issue) * While there are areas to exercise, the built environment makes them difficult to access, including a lack of sidewalks and a high number of cycling accidents * Cost of healthcare is a significant issue, as well as the cost to access exercise opportunities * Mental health, obesity and physical inactivity, substance abuse, STIs and cost of healthcare services were identified as priority areas * A lack of knowledge of available resources is a barrier, as well as intrinsic motivation to improve one's health (navigation resources are needed) * Transportation is a significant barrier in the community, with limited access to public options and most traveling outside the county for work * Mental health stigma, while improving, is still a barrier * Health education, particularly for youth, is a significant need and could improve many health issues, such as obesity, mental health, substance abuse and chronic disease Madison County - Community Meeting and Interviews In collaboration with local health systems - Ascension St. Vincent and Community Health Network - a community meeting was held in June 10, 2021, to receive input from stakeholders regarding the health needs in Madison County. Secondary data and a preliminary list of community health need priorities was presented at the meeting. Each group was then asked questions about the preliminary list, including their reactions, additions to the proposed needs, thoughts regarding the causes of the needs, impacts of the COVID-19 pandemic and others. After this discussion, participants were given the opportunity to make additional comments before being asked to vote on what they believed were the most significant needs in the county. Participants were asked to choose three to five significant health needs via an online poll during and after the meeting. Preliminary needs identified include COVID-19, food insecurity, maternal and child health, mental health and suicide, elderly needs, obesity and physical inactivity, tobacco use, poverty, educational opportunities, housing, racial and ethnic health disparities statewide, air pollution and substance abuse. In addition to these topics, participants focused discussion on access to affordable healthy foods and nutrition knowledge, access to behavioral health providers (including mental health and substance abuse), vaping, homelessness, child abuse and trauma, transportation, walkability, childcare, chronic disease and health education needs. From this process, participants identified the following needs as most significant for Madison County: Mental health and suicide Access to healthy food, nutrition and knowledge of healthy eating practices Substance abuse Transportation and walkability Poverty Racial and ethnic health disparities Schedule H, Part V, Section B, Line 5 Facility , 5 Facility , 5 - IU Health Saxony Hospital (continued). An additional interview was conducted with a representative of a local public health department to obtain subject-matter expertise into the health needs in Madison County. The following issues were discussed as significant: * Obesity is a significant issue, with food insecurity and a lack of grocery stores contributing * Smoking is still an issue, largely tied into Madison County's culture and identity as an older, factory area * Low birthweight is a significant issue (while a problem for all mothers, clear racial disparities exist for Black infants and relatedly, prenatal care is an issue) * More health education is needed, particularly for youth * Providers and social service organizations need better collaboration and efforts to go into the community rather than expect residents to come to them (coordination is often lacking) * Transportation is a significant barrier, with few public transportation options outside of Anderson * Health inequities and disparities are prevalent, particularly for Black and Hispanic (or Latino) residents (cultural and language barriers are present for Hispanic populations) * Access to mental health care is difficult despite an adequate number of providers due to other barriers and a lack of continuum of care * Navigation of resources is difficult, with residents often unsure of where to go to meet needs In regard to the COVID-19 pandemic, several impacts were noted, including: * Disparities in vaccine coverage and uptake are clear, particularly among Black residents * All services from the health department needed to focus on the pandemic, meaning a temporary halt of others was necessary * Some business closures and issues with unemployment resulted * More focus is needed on public information dissemination as many look to the local health departments for guidance (departments need to make sure they are seen in the community and maintain communication with all partners) Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - IU Health Methodist Hospital and IU Health University Hospital. IU Health Inc. includes IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital. The first three hospitals make up the Academic Health Center (AHC). Along with the CHNA for each hospital listed above, IU Health Inc.'s Board adopted an implementation strategy in April 2022 for each hospital in response to the 2021 CHNAs (the most recently conducted CHNA). The 2022-2024 implementation strategy outlines how each hospital plans to address the significant needs identified in its respective CHNA, including initiatives, strategies, internal/external collaborators, anticipated impact, and hospital resources. IU Health Methodist Hospital and IU Health University Hospital - Significant Needs Hospital Will Address Below is the progress of the hospitals' implementation strategy by significant need and its respective initiative(s). The hospitals are addressing the following significant needs between 2022 and 2024: access to healthcare services; behavioral health; chronic disease and chronic disease management; smoking, tobacco use and exposure to secondhand smoke; and social determinants of health. Access to Healthcare Services * Provide vaccine clinics in under-resourced communities. In 2022, through 20 community outreach events, 7 of which included vaccines clinics, IU Health provided vaccines and screenings 1,537 times to community members including 203 vaccines (flu = 92, COVID booster = 111). IU Health worked with 10 community-based organizations, sometimes on multiple events, to promote and provide screenings and vaccines to community members who are underserved by healthcare resources, under/uninsured, from different racial and ethnic groups, and low-income. * Support community members accessing healthcare services regardless of their ability to pay. IU Health Methodist and University Hospital provides financial assistance to patients each year. Additionally, IU Health Patient Financial Counselors are certified Indiana Navigators. They can assist patients with information and help them with applications for various health coverage programs. * Support community-based organizations that help community members with lower incomes access healthcare services. In 2022, the community benefit grant program awarded funding to community-based organizations including Covering Kids and Families of Indiana, Gennesaret Free Clinic, LifeSmart Youth, and Raphael Health Center to provide access to healthcare services and help community members find healthcare coverage. Additional funding went to the National Coalition of 100 Black Women Indianapolis, Indy Pride, Indianapolis Urban League, and The Links to provide health education to community members in Marion County. All these organizations provide services to children and adults who are under/uninsured, from different racial and ethnic groups, and/or low-income. Behavioral Health * Further develop and implement Behavioral Health services into varied clinical settings. In 2022, IU Health's Zero Suicide program launched in all 15 emergency departments. As a result, 214,982 patients were screened for suicidal ideation. Of those screened, 236 were referred to a Zero Suicide therapist to receive services. Another 54 patients received referrals to partner organizations in the community. A Zero Suicide Patient and Family Advisory Council was also created in 2022 to help guide program development and had 5 active participants throughout the year. IU Health team members completed a total of 19,078 trainings on suicidal ideation in 2022. In November 2022, the Zero Suicide program was put on pause due to challenges related to staff turnover and lack of engagement. Services are anticipated to relaunch to EDs in 2023 and be expanded to the primary care setting during the same time frame. No referrals were received from Methodist/University. IU Health's Stigma Reduction Campaign hosted a total of 6 lunch and learn events in 2022. These events aimed to educate IU Health team members about a range of topics related to substance use disorder and behavioral health stigma. Trainings included focus on suicidal ideation, naloxone, and the science behind addiction. In total, these trainings had over 400 participants. In addition to lunch learns, the anti-stigma campaign also published 6 articles for team member education throughout the year, which centered around topics such as substance use disorder in rural communities and alcohol use during the holiday season. The Virtual Care Peer Recovery Coaching Program and ED virtual care program are currently implemented at IU Health Methodist and University Hospital, and patients are referred to the program through hospital clinicians. The program data is managed and overseen by the IU Health Behavioral Health team. * Support community-based organizations that help community members access behavioral health services. In 2022, the community benefit grant program awarded funding to community-based organizations including Reach for Youth, Volunteers for American Fresh Start Recovery Center, Allen Chapel A.M.E. Church, Indiana Latino Institute, and Mt. Carmel Church to provide behavioral health services to community members in Marion County. All these organizations provide services to children and adults who are under/uninsured, from different racial and ethnic groups, and/or low-income. Chronic Disease and Chronic Disease Management * Plan and implement cardiovascular health initiative that focuses on reducing hypertension, including health disparities in hypertension. In 2022, IU Health's Office of Health Equity Research & Engagement (HERE) worked on a funding proposal that focuses on reducing health inequities by partnering with community organizations to address CVD health determinants in three Indianapolis communities. IU Health, along with partners, will coordinate and conduct community-based interventions to connect individuals to CVD resources, including education and treatment. IU Health HERE will know the status of funding in 2023 and start implementation of the initiative if successful in securing funding. Smoking, Tobacco Use and Exposure to Secondhand Smoke * Further implement the Centralized Tobacco Treatment Program (CTTP) (provides patients access to evidence-based tobacco treatment). Between July 2021 to March 2022, training took place in all adult primary care clinics in the IU Health System on the CTTP program, including the availability of services and how to make referrals into the free program for patients. CTTP focuses on evidence-based tobacco cessation treatment to assist patients who are trying to quit smoking including referrals to trained Tobacco Treatment Specialist (TTP - UMass Center for Tobacco Treatment Research and Training program), access to Clickotine, and using Advance Practice Providers (APP) to evaluate and prescribe medication assisted therapy (MAT) for nicotine replacement. The APP coordinates MAT communications with the primary care providers. All other outpatient clinic providers/leaders were sent educational information about electronic medical record changes which included screening for all tobacco products and to continue to refer patients for treatment through the Indiana Tobacco Quit Line. In 2022, for the Academic Health Center, there were 656 referrals to the CTTP (75% of patients scheduled counseling with a TTP because of the referral; 52% of patients completed the session). A total of 449 people, including 41 in the CTTP, enrolled in Clickotine. Also, in 2022, IU Health offered two TTP training courses with a total of 42 participants (12 were non-IU Health employees). * Support community-based organizations that help community members quit smoking. In 2022, the community benefit grant program awarded funding to the Marion County Public Health Department and Smoke Free Indy's implementation of Tobacco Free Parents - Quitting for Two, a new tobacco support program for new or expecting families in the Indianapolis community. * Monitor state tobacco related policies. The Office of Government Affairs staff monitored state tobacco related policies introduced in the 2022 session of the Indiana General Assembly though significant progress was not made with legislation. Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - IU Health Methodist Hospital and IU Health University Hospital (continued). Social Determinants of Health * Implement Medical-Legal Partnership (MLP) (collaborative intervention between hospital and legal aid professionals to assist patients and their families). In 2022, the IU University-Methodist MLP conducted eleven intake interviews for service. Of those cases, ten were selected/eligible for service (91%). At the end of this year, the MLP closed eleven cases. Of those cases, all eleven were provided legal advice or representation (100%). Case types included divorce/separation/annulment; private landlord tenant; and social security disability. * Launch the Mosaic Center for Work, Life and Learning as part of the Health District Initiative. During 2022 significant progress was made to launch the work of the Mosaic Center with a "mosaic" of services to support Indianapolis youth and adults in learning new skills, further their education, and chart pathways to meaningful careers at IU Health, other healthcare settings or beyond in the healthcare field. Eight team members were hired and onboarded to support implementation and programming and moved into temporary office space. The team spent a significant amount of time learning and adapting our initial integrated coaching model including the development of standard operating procedures and tools. The team hosted three quarterly meetings of partners to streamline communication and strengthen relationships to meet the needs of Center members. The team served 209 adults and youth including the two cohorts of the high school fellowship program, 74 Medical Assistant certification program participants, 51 individuals earning job shadow or employment offers at hiring fairs and 24 new integrated coaching members. * Host the Crispus Attucks Career Development Program as part of the Health District Initiative. The IU Health High School Fellowship at Crispus Attucks High School welcomed 45 new fellows to the program this spring out of 72 applications. Due to attrition, the program includes 23 juniors in cohort 1 (88% retention) and 40 sophomores in cohort 2 (89% retention). An overview of the student demographics is as follows: Cohort 1 - 43% Black, 57% Hispanic/Latino, 87% female, 78% qualify for free or reduced lunch; Cohort 2 - 60% Black, 33% Hispanic/Latino, 83% female, 83% qualify for free or reduced lunch. The project team engaged in an extensive program review with a focus on incorporating student and parent feedback, identifying key areas for engagement, and supporting students' exploration, exposure, and employment in a diverse range of healthcare careers. Subsequently, programmatic elements have been enhanced to provide high-touch, wrap-around services to ensure students and parents are engaged and supported including a code of conduct, parent nights, a covid vaccination clinic, and an introduction to community partners. The Indiana Clinical and Translational Sciences Institute and Center for Leadership Development continued to be key partners in social enrichment programming while burgeoning partnerships with Ivy Tech and Employ Indy are underway to provide students with coaching and career readiness skills. * Support affordable housing initiatives as part of the Health District Initiative. IU Health invested staff time (through education, advocacy, and strategic partnerships) in the development of housing initiatives to bring affordable and diverse housing options to IU Health employees and community residents. Efforts focused on three residential/commercial developments including Wesley Place (244 units), Hall Place (350 units), and Excelsior (80 units). * Support community-based organizations helping community members who are food insecure. In 2022, the community benefit grant program awarded funding to community-based organizations including Community Alliance of the Far Eastside (CAFE), Ivy Endowment, Inc., Gleaners, and Light of the World to provide food to individuals and families. All these organizations provide services to children and adults who are under/uninsured, from different racial and ethnic groups, and/or low-income. * Screen and connect patients to resources that address social needs. Staff effort has been spent identifying and incorporating a social determinants of health assessment tool into patient workflows and community outreach. The Protocol for Responding to and Assessing Patients' Assets, Risks, and Experiences (PRAPARE) will be the screening tool used by IU Health. Work has been done to ensure FindHelp.org is available to all patient-facing staff. In 2022, there were 4,879 patient/community users (457 were from Marion County) and 6,748 team member users (2,165 were from IU Health hospitals in Marion County). The top needs searched were food, paying for utilities, housing, and access to healthcare/behavioral health services. * Launch Integrated Social Work Initiative in IU Health clinical settings. Integrated Social Work (ISW) virtually assists providers and patients with urgent complex situations such as abuse and neglect concerns, domestic violence, housing insecurity and social barriers to care. This team of licensed social workers is skilled in assessing and identifying social determinants of health, providing resources and making recommendations that are unique to the patient and their circumstances. ISW provides urgent medical social work services through an iPad cart to all primary care clinics throughout the system. Between March 2022 and December of 2022, in person training took place in all adult and pediatric primary care clinics. ISW performed 335 urgent consultations across the system between March and December of 2022. * Further implement the Congregation Care Network (CCN) (a program that connects patients to a congregation and community volunteers to provide companionship and other resources). CCN partners with congregations to address social isolation in the community. CCN works with individuals of all faiths, including those who do not have a faith community. Congregation volunteers, called connectors, attend training to learn the process and how to engage with our patients. Patients enrolled in the program will journey with a connector from their community. The connector connects with the patient for an hour for 12 weeks. During this time, the connector will listen to the patient's needs and concerns, connect patients to community resources, and help patients navigate the healthcare system. If connectors notice a patient has social work needs, they can refer the patient to a CCN LCSW who assists the patient to get the care they need. In 2022 for the Academic Health Center, there were 129 patients enrolled in CCN. Thirty-five of these patients completed or re-enrolled in CCN after their 12-week period. Additionally, in 2022, 67 connectors were trained to engage with our patients. * Advance community collaborations and interventions with support from the IU Health Foundation Community Impact Investment Fund (CII). Information about the 2022 CII funding opportunity was widely shared in Marion County; multiple project and partnership ideas were reviewed that would impact Marion County. The following community partners received funding for 2022 in Marion County: Gleaners Food Bank/American Heart Association/Purdue University Center for Health Equity & Innovation; Center for Interfaith Cooperation/IU Health Congregational Care Network; Peace Learning Center; Indianapolis Foundation Housing to Recovery; Indianapolis Public Transportation Foundation; and Aspire Higher Foundation. The awards focused on addressing food insecurity, health disparities, social isolation, housing for people experiencing homelessness and substance use disorders, transportation for people with disabilities, and community and social context. * Collaborate with community-based organizations to complete employee volunteer service projects that address CHNA-defined health priorities. With over 850 volunteers and 13 unique projects to choose from, team members tracked around 3,050 hours and worked with several community organizations in Central Indiana. The projects focused on priority community health needs including social determinants of health (neighborhood improvements, food insecurity, and education), access to healthcare, accessibility. Schedule H, Part V, Section B, Line 11 Facility , 3 Facility , 3 - Riley Hospital for Children at Indiana University Health. Riley Hospital for Children at IU Health - Needs Being Addressed Below is the progress of the hospital's implementation strategy by significant need and its respective initiative(s). Riley Hospital for Children at IU Health is addressing the following significant needs between 2022 and 2024: Access to Healthcare Services; Behavioral Health; Chronic Disease and Chronic Disease Management; Maternal and Infant Health and Child Well-being; Smoking, Tobacco Use and Exposure to Secondhand Smoke; and Social Determinants of Health. Access to Healthcare Services * Provide vaccine clinics in under-resourced communities. In 2022, through 20 community outreach events, 7 of which included vaccines clinics, IU Health provided vaccines and screenings 1,537 times to community members including 203 vaccines (flu = 92, COVID booster = 111). IU Health worked with 10 community-based organizations, sometimes on multiple events, to promote and provide screenings and vaccines to community members who are underserved by healthcare resources, under/uninsured, from different racial and ethnic groups, and low-income. * Support community members accessing healthcare services regardless of their ability to pay. Riley Hospital for Children provides financial assistance to patients each year. Additionally, IU Health Patient Financial Counselors are certified Indiana Navigators. They can assist patients with information and help them with applications for various health coverage programs. * Support community-based organizations that help children and families with lower incomes access healthcare services. In 2022, the community benefit grant program awarded funding to community-based organizations including Covering Kids and Families of Indiana, Gennesaret Free Clinic, LifeSmart Youth, and Raphael Health Center to provide access to healthcare services and help community members find healthcare coverage. Additional funding went to the National Coalition of 100 Black Women Indianapolis, Indy Pride, Indianapolis Urban League, and The Links to provide health education to community members. All these organizations provide services to children and adults who are under/uninsured, from different racial and ethnic groups, and/or low-income. Behavioral Health * Further develop and implement Behavioral Health services into varied clinical settings. The hospital committed to creating a statewide pediatric behavioral health strategic plan, which will be introduced and launched in 2023. In 2022, work was done to identify current services and program; identify gaps; prioritize existing services and new models of care; and review and identify policy and legislative effort to support the strategic plan. Chronic Disease and Chronic Disease Management * Continue to support Jump IN for Healthy Kids (a community wide, multi-sector effort to give children and families opportunities to make healthy choices). In 2022, the organization received a community benefit grant to support three focus areas for systems change in central Indiana: early childhood education, schools and healthy food access. Work will be done to embed nutrition and physical activity best practices into the policies, culture and day-to-day children's behavior. Also, work will be done to increase access to healthy, affordable food, as food is the primary factor contributing to a healthy weight. Maternal and Infant Health and Child Well-being * Contribute leadership and expertise to maternal, child and fetal mortality review committees in Marion County and the state. In 2022, there were nine team members who participated in the Indianapolis Health Babies Fetal Infant Mortality Review Program. In 2022, about 20 team members participated in Indiana's Perinatal Quality Improvement Collaborative's seven task forces which met a total of 48 times in 2022. Some team members participate on multiple task force. * Continue and expand home-monitoring program for pediatric patients and families. The hospital continues to provide a single ventricle home monitoring program, allowing families to take their babies home, while still providing personalized, specialized medical attention. * Implement We Care Plus (program connecting women and new mothers to resources to address social needs and maternal health). In 2022, IU Health continued serving women and infants through the WeCare program, which expanded to 8 sites across the Indianapolis metropolitan area. WeCare, Community Health Workers (CHW) offer perinatal support to address patients' unmet social services needs such access to healthy food, transportation to medical appointments, newborn essentials like diapers and bottles, and more. Additionally, CHWs provide education on safe sleep practices, breastfeeding, and contraception. Approximately 160 women (46% Black) enrolled in WeCare and 102 babies were born. Maternal outcomes included fewer meals skipped, reduced anxiety, and increased intent to breastfeed; infant outcomes included healthy birth weights. * Implement Cradle Indianapolis (collaborative effort between partners working across sectors to reduce infant mortality). In October 2022, the Director for the program was hired, provided onboarding, and met with internal and external stakeholders. * Maintain Level IV in the Indiana Department of Health Indiana Perinatal Levels of Care Program. The Indiana Department of Health has certified Riley Hospital for Children at OB Level IV and Neo IV. * Maintain the Pediatric Community Outreach Mobile Education (PCOME) team and enhance its efforts to support community hospitals' emergency readiness to treat ill and injured children. The PCOME team conducted in situ simulation visits at five different community hospital emergency departments in the state. This iteration aimed to improve the quality of pediatric acute care provided in a simulated setting and shared guidelines and resources with these hospitals. About 100 providers were included in this iteration. The goal of expanding the sites to a total of 20 sites was not accomplished given the lack of funding or mechanism to sustain this work and expand it further. Schedule H, Part V, Section B, Line 11 Facility , 4 Facility , 4 - Riley Hospital for Children at Indiana University Health (Continue). Smoking, Tobacco Use and Exposure to Secondhand Smoke * Further implement the Centralized Tobacco Treatment Program (CTTP) (provides patients access to evidence-based tobacco treatment). Between July 2021 to March 2022, training took place in all adult primary care clinics in the IU Health System on the CTTP program, including the availability of services and how to make referrals into the free program for patients. In 2022, for the Academic Health Center, there were 656 referrals to the CTTP (75% of patients scheduled counseling with a TTS because of the referral; 52% of patients completed the session). A total of 449 patients, including 41 in the CTTP, enrolled in Clickotine. Also, in 2022, IU Health offered two TTS training courses with a total of 42 participants (12 were non-IU Health employees). * Support community-based organizations that help youth quit smoking. In 2022, the community benefit grant program awarded funding to the Marion County Public Health Department and Smoke Free Indy's implementation of Tobacco Free Parents - Quitting for Two, a new tobacco support program for new or expecting families in the Indianapolis community. Social Determinants of Health * Implement Medical-Legal Partnership (MLP) (collaborative intervention between hospital and legal aid professionals to assist patients and their families). In 2022, the IU Health Riley MLP conducted eight intake interviews for service. Of those cases, all eight were selected/eligible for service (100%). At the end of this year, the MLP closed eight (8) cases. Of those cases, eight (8) were provided legal advice or representation (100%). Case types included public housing; minor guardianship/conservatorship; private landlord tenant; and social security disability. * Host the Crispus Attucks Career Development Program as part of the Health District Initiative. The IU Health High School Fellowship at Crispus Attucks High School welcomed 45 new fellows to the program this spring out of 72 applications. Due to attrition, the program includes 23 juniors in cohort 1 (88% retention) and 40 sophomores in cohort 2 (89% retention). An overview of the student demographics is as follows: Cohort 1 - 43% Black, 57% Hispanic/Latino, 87% female, 78% qualify for free or reduced lunch; Cohort 2 - 60% Black, 33% Hispanic/Latino, 83% female, 83% qualify for free or reduced lunch. The project team engaged in an extensive program review with a focus on incorporating student and parent feedback, identifying key areas for engagement, and supporting students' exploration, exposure, and employment in a diverse range of healthcare careers. Subsequently, programmatic elements have been enhanced to provide high-touch, wrap-around services to ensure students and parents are engaged and supported including a code of conduct, parent nights, a covid vaccination clinic, and an introduction to community partners. The Indiana Clinical and Translational Sciences Institute and Center for Leadership Development continued to be key partners in social enrichment programming while burgeoning partnerships with Ivy Tech and Employ Indy are underway to provide students with coaching and career readiness skills. * Maintain the Medical Physician Engineers, Scientists, and Clinicians Preparatory program (MPESC-Prep). This program seeks to increase and diversify the physician-scientist workforce by recruiting diverse high school and college students into STEM opportunities for professional development and mentorship with the end goal of preparing future physician-scientists, physician-engineers, biomedical researchers and clinical care providers. High school students are selected from public schools in the greater Indianapolis area. Undergraduate students are selected from three partner colleges/universities. Many students are placed with faculty mentors in laboratories, primarily at the Herman B Wells Center for Pediatric Research. The center brings new discoveries of care to patients and families at Riley. * Support community-based organizations, including the on-site Riley Food Pantry, to help patients and other community members who are food insecure. Support community-based organizations helping community members who are food insecure. In 2022, the community benefit grant program awarded funding to community-based organizations including Community Alliance of the Far Eastside (CAFE), Ivy Endowment, Inc., Gleaners, and Light of the World to provide food to individuals and families. All these organizations provide services to children and adults who are under/uninsured, from different racial and ethnic groups, and/or low-income. Also, the Riley Food Pantry started not only offering food to team members in need, but patients and their families. * Launch Integrated Social Work Initiative in IU Health clinical settings. Integrated Social Work (ISW) virtually assists providers and patients with urgent complex situations such as abuse and neglect concerns, domestic violence, housing insecurity and social barriers to care. This team of licensed social workers is skilled in assessing and identifying social determinants of health, providing resources and making recommendations that are unique to the patient and their circumstances. ISW provides urgent medical social work services thru an iPad cart to all primary care clinics throughout the system. Between March 2022 and December of 2022, in person training took place in all adult and pediatric primary care clinics. ISW performed 335 urgent consultations across the system between March and December of 2022. * Advance community collaborations and interventions with support from the IU Health Foundation Community Impact Investment Fund (CII). Information about the 2022 CII funding opportunity was widely shared in Marion County; multiple project and partnership ideas were reviewed that would impact Marion County. The following community partners received funding for 2022 in Marion County: Gleaners Food Bank/American Heart Association/Purdue University Center for Health Equity & Innovation; Center for Interfaith Cooperation/IU Health Congregational Care Network; Peace Learning Center; Indianapolis Foundation Housing to Recovery; Indianapolis Public Transportation Foundation; and Aspire Higher Foundation. The awards focused on addressing food insecurity, health disparities, social isolation, housing for people experiencing homelessness and substance use disorders, transportation for people with disabilities, and community and social context. * Collaborate with community-based organizations to complete employee volunteer service projects that address CHNA-defined health priorities. With over 850 volunteers and 13 unique projects to choose from, team members tracked around 3,050 hours and worked with several community organizations in Central Indiana. The projects focused on priority community health needs including social determinants of health (neighborhood improvements, food insecurity, and education), access to healthcare, accessibility. Riley Hospital for Children at IU Health - Needs Not Being Addressed Riley Hospital for Children at IU Health is not addressing the significant need, Health Education and Navigation. Health education and navigation refers to services and resources that are available in the community, but people do not know how to get connected to them (e.g., how to obtain health insurance, understanding insurance benefits, navigating the healthcare system, language barriers and health literacy). Riley Hospital for Children at IU Health perceives this health need as being addressed under many initiatives in Access to Healthcare Services. Riley Hospital for Children at IU Health will monitor this need to see if there are changes or opportunities in the future to address it further. Schedule H, Part V, Section B, Line 11 Facility , 5 Facility , 5 - IU Health Saxony Hospital. IU Health Saxony Hospital - Needs Being Addressed Below is the progress of the hospital's implementation strategy by significant need and its respective initiative(s). IU Health Saxony Hospital is addressing the following significant needs between 2022 and 2024: Access to Healthcare Services; Aging Population and Needs of Seniors; Behavioral Health; Chronic Disease and Chronic Disease Management; Smoking, Tobacco Use and Exposure to Secondhand Smoke; and Social Determinants of Health. Access to Healthcare Services * Support the Trinity Free Clinic (free medical clinic providing healthcare services in the community). In 2022, IU Health Saxony provided a grant to reduce language barriers at Trinity Free Clinic. Grant dollars were used to purchase virtual interpreting services to allow clinic staff and volunteers to provide informed consent, complete patient intake forms and provide quality medical visits to un/underinsured non-English speaking patients. Over 2,000 patients used the language services. * Support Heart & Soul Clinic's operations (free medical clinic providing healthcare services in the community). - IU Health Saxony provided a grant to increase language services and access to quality healthcare at Heart & Soul Clinic. Grant dollars were used for the continuation of Language Line services as well as for hiring Spanish-speaking staff to communicate with patients. There were over 1,100 patient visits in 2022. Approximately 70 percent of these patients were non-English-speaking and used the Language Line services. * Support community members accessing healthcare services regardless of their ability to pay. In 2022, IU Health Saxony supported several local free/low-cost clinics to improve health access among low-income and un/underinsured community members in Hamilton County. IU Health Saxony supported Trinity Free Clinic, Heart & Soul Clinic and HOPE Family Care Center to ensure that individuals could access healthcare regardless of financial constraints. In 2022, Trinity Free Clinic provided over 15,000 low-cost patient visits, Heart & Soul Clinic provided 1,155 low-cost patient visits, and 175 patients received free women's health services at HOPE Family Care Center. * Provide vaccine clinics in the community. In 2022, IU Health Saxony community outreach and staff hosted ten flu/Covid-19 vaccine clinics in Hamilton County, resulting in 610 flu vaccines and 325 Covid-19 vaccines. Several of the clinics were held in underserved communities, such as food pantries and rural locations to increase vaccine access among hard-to-reach populations. In addition, many of the clinics were offered specifically to seniors and older adults to help protect the populations who are the most at-risk. Aging Population and Needs of Seniors * Support the Shepherd's Center of Hamilton County's (SCHC) geriatric counseling program (offers virtual, outpatient and home-based therapy to improve mental well-being among seniors). In 2022, IU Health Saxony provided a grant to support the growth of SCHC's geriatric counseling program. During the grant year, 344 counseling sessions were completed. 28% of clients were classified as extremely low income (under the federal poverty line) and 44% were classified as low income (between the poverty line and 185% of the poverty line). After involvement in the program for 90 days, clients reported that they had improved behavioral health symptoms, decreased feelings of isolation, and overall better quality of life. * Offer programming at the PrimeLife Enrichment (PLE) senior center. Community outreach and staff hosted three health education presentations pertaining to geriatric topics, such as memory care, oncology, and stroke awareness. 100% of attendees who completed post-program surveys reported that they had an increase in knowledge after the presentations. In addition, blood pressure screenings and two flu/Covid-19 vaccine clinics were hosted at PLE, resulting in 158 individuals vaccinated and nineteen individuals screened for hypertension. Behavioral Health Support Indiana Center for Prevention of Youth Abuse and Suicide (ICPYAS). - IU Health Saxony provided a grant to support free community youth abuse and suicide trainings throughout Hamilton County. Nearly 15,000 students across 16 Hamilton County schools completed the Child Lures body safety education program. 1,091 of these students were able to receive additional behavioral health support following the presentation. In addition, 177 adults completed the Stewards of Children child sexual abuse prevention training. 90% of attendees who completed the post-program evaluation stated that they are "very likely to take protective action necessary after training." 238 individuals completed QPR suicide prevention training. Those who completed program evaluation reported that the training increased their knowledge about suicide prevention on an average of 4.7 on a scale of 5. Support Hamilton County organizations that provide services for residents who are victims of crime, abuse and trauma or experience general behavioral health challenges. - In 2022, IU Health Saxony provided funding to Prevail of Central Indiana to provide safe and stable housing for individuals who have experienced crime or abuse. 85% of individuals who completed evaluations after receiving support indicated that they are now aware of more ways to plan for their physical and emotional safety. Additionally, 85% of individuals indicated that they are now aware of more options and resources available for how to deal with the circumstances that initially brought them to Prevail. Further implement the Virtual Care Peer Recovery Coaching Program (provides patients who have substance use concerns with virtual behavioral health services). - The Virtual Care Peer Recovery Coaching Program is currently implemented at IU Health North Hospital, and patients are referred to the program through hospital clinicians. Further implement the emergency department (ED) virtual care program (provides patients virtual access to behavioral health services). - The ED virtual care program is currently implemented at IU Health North Hospital, and patients are referred to the program through hospital clinicians. Chronic Disease and Chronic Disease Management Implement Fresh & Fit (a free 10-week fitness and nutrition program to improve overall physical and mental health). - In 2022, 70 Hamilton County community members completed the Fresh & Fit program, free of cost. Upon program completion, 77% of participants reduced their blood pressure levels, 75% of those with initial A1C measures at or above 5.7 lowered their measurements. In addition, a total of 948.1 pounds (average of 13.7 pounds per person) were lost between pre-program and post-program. On post-program assessments, over 94% of participants reported that they plan to further implement healthy habits by continuing a fitness and nutrition regimen into the future. Support Mudsock Youth Athletics (local community-based organization providing out-of-school recreational opportunities for youth). - In 2022, IU Health Saxony provided a grant to Mudsock Youth Athletics to support their Player-in-Need program, which offers scholarships to low-income families to enroll their children in recreational sports at a free or reduced cost. In addition, IU Health Saxony staff assembled over 800 first-aid kits that were donated to Mudsock Youth Athletics' coaches to ensure safety at sporting events and practices. Schedule H, Part V, Section B, Line 11 Facility , 6 Facility , 6 - IU Health Saxony Hospital (continued). Smoking, Tobacco Use and Exposure to Secondhand Smoke Support the Tobacco Free Hamilton County Alliance (TFHC). - In 2022, IU Health Saxony supported the TFHC Community Conversation panel along with Trinity Free Clinic and the Hamilton County Health Department. The goal of this event was to increase knowledge surrounding the dangers and economic impact of tobacco, nicotine, and smokeless tobacco products. In addition, IU Health Saxony community outreach served on a monthly committee with Breathe Easy Hamilton County to discuss issues and solutions pertaining to tobacco and cessation. Further implement the Centralized Tobacco Treatment Program (CTTP) (provides patients access to evidence-based tobacco treatment). - The Centralized Tobacco Treatment Program (CTTP) program is currently implemented at IU Health Saxony Hospital, and patients are referred to the program through clinicians. The program data is managed and overseen by the IU Health Tobacco Collaborative team. In 2022, for the Indy Suburban Region (which includes IU Health Saxony), there were 11 referrals to the CTTP (64% of patients scheduled counseling with a TTS because of the referral; 55% of patients completed the session). A total of 449 patients, including 41 in the CTTP, enrolled in Clickotine. Social Determinants of Health Support Aspire Indiana Health (provides primary medical and behavioral healthcare and addresses non-medical barriers to health) - In 2022, IU Health Saxony provided a grant to support Aspire Indiana Health's Social Determinants of Health Certifications program that offers employment services, housing assistance and legal services for individuals at-risk for homelessness. 252 individuals received assistance, including career counseling, job search and placement, and opportunities to complete job certifications necessary to obtain occupations that provide sustainable income. Support access to healthy food and basic sustenance for families who are low-income and struggling to meet basic needs. - IU Health Saxony provided funding to the Fishers Farmers Market to implement the Fresh Bucks program, which allows Supplemental Nutrition Incentive Program (SNAP) recipients to purchase fresh, nutritious foods free of cost. Community members with SNAP were able to obtain 500 dollars' worth of market produce at no cost. In addition, IU Health Saxony Individual Solutions Coordinators assisted individuals and families who are low-income with enrollment in SNAP and Temporary Assistance to Needy Families (TANF) to increase the number of in-need community members who receive support. IU Health Saxony Hospital - Needs Not Being Addressed IU Health Saxony Hospital is not addressing the following significant needs between 2022 and 2024: health education and navigation and maternal and infant health and child well-being. Health Education and Navigation. Health education and navigation refers to services and resources that are available in the community, but people do not know how to get connected to them (e.g., how to obtain health insurance, understanding insurance benefits, navigating the healthcare system, language barriers and health literacy). IU Health Saxony Hospital perceives this health need as being addressed under many initiatives in Access to Healthcare Services. IU Health Saxony Hospital will monitor this need to see if there are changes or opportunities in the future to address it further. Maternal and Infant Health and Child Well-being. IU Health Saxony Hospital does not have a maternity unit, which prevents the implementation of significant efforts surrounding maternal and infant health. Additionally, there is limited infrastructure to support maternal and infant health, which are services offered at a different IU Health hospital in the same county. Schedule H, Part V, Section B, Line 11 Facility , 7 Facility , 7 - IU Health Methodist Hospital and IU Health University Hospital (continued). IU Health Methodist Hospital and IU Health University Hospital - Significant Needs Not Being Addressed IU Health Methodist Hospital and IU Health University Hospital are not addressing the following significant needs between 2022 and 2024: health education and navigation and maternal and infant health and child well-being. Health Education and Navigation. Health education and navigation refers to services and resources that are available in the community, but people do not know how to get connected to them (e.g., how to obtain health insurance, understanding insurance benefits, navigating the healthcare system, language barriers and health literacy). IU Health Methodist Hospital perceives this health need as being addressed under many initiatives in Access to Healthcare Services. IU Health Methodist Hospital will monitor this need to see if there are changes or opportunities in the future to address it further. Maternal and Infant Health and Child Well-being. IU Health Methodist Hospital is located in downtown Indianapolis and is part of the downtown IU Health campus that also includes IU Health University Hospital and Riley Hospital for Children at IU Health. The latter hospital opened the Riley Hospital for Children Maternity Tower in November 2021. The new facility centralizes all maternity and newborn health services offered at the three downtown hospitals. For this reason, the health need will be addressed exclusively by Riley Hospital for Children at IU Health. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - INDIANA UNIVERSITY HEALTH. IN ADDITION TO FPG, IU HEALTH MAY TAKE INTO CONSIDERATION A PATIENT'S INCOME AND/OR ABILITY TO PAY IN THE CALCULATION OF A FINANCIAL ASSISTANCE AWARD. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - INDIANA UNIVERSITY HEALTH. IU Health takes into consideration several other factors in determining patient eligibility for financial assistance. These factors include the following: 1. Eligibility for Financial Assistance due to Financial or Personal Hardship In order to be eligible for Financial Assistance due to Financial or Personal Hardship under this Policy, a patient or guarantor must: - Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; - Be an Indiana Resident as defined in this Policy; and - If Uninsured, consult with a member of IU Health's Individual Solutions department to determine if health care coverage may be obtained from a government insurance or assistance product, the Health Insurance Marketplace, or from any other source of coverage. Financial Assistance due to Financial Hardship is only available for encounters where care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility. 2. Financial Assistance due to Financial Hardship The FPL income threshold under this section is as follows: - If one or more adults and zero dependents are in the household, the FPL Income Threshold is 200%. - If two or more adults and one or more dependents are in the household, the FPL Income Threshold is 250%. - If one adult and one or more dependents are in the household, the FPL Income Threshold is 300%. In some instances, an adult will also qualify as a dependent. When this occurs, IU Health will treat the adult as a dependent for purposes of the FPL calculation. IU Health will utilize the most recent FPL data available and will apply the FPL data to a patient or guarantor's account balance based upon the calendar date a completed Financial Assistance Application was received, not a patient's date of service. An Uninsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Gross Charges if approved. An Underinsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Patient Responsibility if approved. 3. Financial Assistance due to Personal Hardship An Uninsured or Underinsured patient or their guarantor whose household income is above the FPL income threshold may be eligible for Financial Assistance if the patient's outstanding Patient Responsibility exceeds 20% of the patient's or their guarantor's annual household income. - If approved, the patient's balance will be reduced to 20% of the patient or guarantor's annual household income or the Amounts Generally Billed, whichever is less. - IU Health will work with the patient or guarantor to identify a reasonable payment plan on the remainder of the balance. 4. Eligibility Period If approved for financial assistance by IU Health, the patient will be guaranteed financial assistance for treatment related to the underlying condition, for which the patient was originally screened and approved, through the remainder of the calendar year. As a condition of extending the on-going Financial Assistance, the patient must comply with requests from IU Health to verify that the patient continues to meet the conditions for qualification. 5. Appeals and Assistance Granted By the Financial Assistance Committee The Financial Assistance Committee will review and make determinations on all requests for appeals related to Financial Assistance. If a patient or guarantor seeks to appeal a Financial Assistance Determination, a written request must be submitted, along with the supporting documentation. The Financial Assistance Committee will review requests for and may grant additional Financial Assistance, including but not limited to, the following: - Assistance to patients who are seeking treatment that can only be provided in Indiana by IU Health or who would benefit from continued medical services from IU Health for continuity of care; - Care approved by the IU Health Chief Medical Officer (CMO) or the Chief Executive Officer (CEO) or CMO of an IU Health facility or region, including medically necessary non-elective services for which no payment source can be identified; - Care provided when it is known no payment source exists; - International humanitarian aid; and - Other care identified by the Financial Assistance Committee that fulfills the IU Health Mission. All decisions of the Financial Assistance Committee are final. 6. Presumptive Eligibility No Financial Assistance Application is required to receive Financial Assistance under this Presumptive Eligibility section. IU Health will deem patients or their guarantors presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs and care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility: - Medicaid (any state) - Indiana Children's Special Health Care Services - Healthy Indiana Plan - Patients who are awarded Hospital Presumptive Eligibility (HPE) - A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for at least one hundred and twenty (120) days after the account is eligible for an ECA as set forth in this Policy. If the patient or guarantor's individual scoring criteria demonstrates the patient has a low likelihood and/or propensity to pay or no credit, the patient or guarantor may be deemed presumptively eligible for Financial Assistance. Financial Assistance may additionally be granted in the following circumstances: - If the patient or their guarantor is found to have filed a petition for bankruptcy. - If the patient is deceased and found to have no estate. - If the patient is deceased and was under 21 years of age at the time of death. 7. Exhaustion of Alternate Sources of Assistance Patients must exhaust all other state and federal assistance programs prior to receiving Financial Assistance due to Financial or Personal Hardship under this Policy including, but not limited to, Medicaid. Patients who may be eligible for coverage under an applicable health insurance policy must exhaust all insurance benefits. - This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. - IU Health may request patients show proof that such a claim was properly submitted to the appropriate insurance provider before awarding Financial Assistance. Eligible patients who receive medical care from an IU Health facility as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award. In the event Financial Assistance has already been granted in the above circumstances, IU Health reserves the right to reverse the Financial Assistance Determination in an amount equal to the amount IU Health would be entitled to receive had no Financial Assistance been awarded. 8. Patient Assets There are situations where a patient or their guarantor may have significant income or assets available to pay for healthcare services such as a legal settlement. The Financial Assistance Committee may evaluate the income or assets in determining Financial Hardship. IU Health may require a list of all property owned by the patient or guarantor and adjust a Financial Assistance Determination as a result. Schedule H, Part V, Section B, Line 16 Facility , 1 Facility , 1 - INDIANA UNIVERSITY HEALTH. IU Health takes several other measures to broadly publicize its FAP within the community. These measures include the following: 1. Post this Policy, a Plain Language Summary of this Policy, and the Financial Assistance Application on its website. 2. Provide patients with a Plain Language Summary of this Policy during registration and/or discharge. 3. Post conspicuous displays in appropriate acute care settings such as emergency departments and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 4. Include a conspicuous written notice on all patient post-discharge billing statements notifying the patient about this Policy and the telephone number of the Customer Service Department which can assist patients with questions regarding this Policy. 5. Make available Customer Service representatives via telephone during normal business hours. 6. Mail copies of this Policy, a Plain Language Summary of this Policy, and a Financial Assistance Application to patients or their guarantor free of charge upon request. 7. Broadly communicate this Policy as a part of its general outreach efforts. 8. Educate patient-facing team members on this Policy and the process for referring patients to the program. 215 IU HEALTH SIMON CANCER CTR 1030 W MICHIGAN ST INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH NEUROLOGY 13000 E 136 ST SUITE 3300 FISHERS IN 46037 SPECIALTY CARE IU HEALTH NEUROSURGERY 2525 W UNIVERSITY AVE SUITE 401 MUNCIE IN 47303 SPECIALTY CARE IU HEALTH NEUROSURGERY ORTHOPEDICS AND RHEUMATOLOGY 201 PENNSYLVANIA PKWY SUITE 100 CARMEL IN 46280 SPECIALTY CARE IU HEALTH EAST WASHINGTON SURGERY CENTER 9660 E WASHINGTON ST STE 200 INDIANAPOLIS IN 46229 AMBULATORY SURGERY IU HEALTH MERIDIAN SOUTH SURGERY CENTER 8820 S MERIDIAN ST INDIANAPOLIS IN 46217 AMBULATORY SURGERY IU HEALTH BELTWAY SURGERY CENTER 151 PENNSYLVANIA PKWY CARMEL IN 46280 AMBULATORY SURGERY IU HEALTH SPRING MILL SURGERY CENTER 10300 N ILLINOIS ST STE 1300 CARMEL IN 46290 AMBULATORY SURGERY IU HEALTH BALL MEM OUTPATIENT SURG CTR 2401 W UNIVERSITY AVE MUNCIE IN 47303 AMBULATORY SURGERY IU HEALTH EAGLE HIGHLANDS SURGERY CENTER 6850 PARKDALE PL INDIANAPOLIS IN 46254 AMBULATORY SURGERY SENATE STREET SURGERY CENTER 1801 N SENATE BLVD Suite D145 INDIANAPOLIS IN 46202 AMBULATORY SURGERY INDIANA ENDOSCOPY CENTERS 1115 N RONALD REAGAN PKWY STE 3 AVON IN 46123 AMBULATORY SURGERY INDIANA ENDOSCOPY CENTERS 1801 N SENATE BLVD STE 710 INDIANAPOLIS IN 46202 AMBULATORY SURGERY GLEN LEHMAN ENDOSCOPY SUITE 550 N UNIVERSITY BLVD STE 4100 INDIANAPOLIS IN 46202 AMBULATORY SURGERY RILEY OUTPATIENT SURGERY CENTER 575 RILEY HOSPITAL DR INDIANAPOLIS IN 46202 AMBULATORY SURGERY IU HEALTH SAXONY SURGERY CENTER 13100 E 136TH ST FISHERS IN 46037 AMBULATORY SURGERY IU Health Meridian South Surgery Center 8820 S Meridian St INDIANAPOLIS IN 46217 Ambulatory Surgery BLOOD & BONE MARROW STEM CELL TRANSPLANT & IMMUNE CELL THERAPY PROGRAM 1030 W MICHIGAN ST 2ND FLOOR INDIANAPOLIS IN 46202 SPECIALTY CARE ICU SURVIVOR CENTER 1801 N SENATE BLVD STE 230 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH ADVANCED HEART & LUNG CARE 1801 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IN 46783 SPECIALTY CARE IU HEALTH LIFECARE 1633 N CAPITOL AVE STE 300 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH OBSTETRICS & GYNECOLOGY 17160 DRAGONFLY DR SUITE 400 NOBLESVILLE IN 46060 SPECIALTY CARE IU HEALTH OBSTETRICS & GYNECOLOGY 2901 W JACKSON ST MUNCIE IN 47304 SPECIALTY CARE IU HEALTH OBSTETRICS & GYNECOLOGY 1542 S BLOOMINGTON ST GREENCASTLE IN 46135 SPECIALTY CARE IU HEALTH ORTHOPEDICS 7230 ENGLE RD SUITE 100 FORT WAYNE IN 46804 SPECIALTY CARE IU HEALTH NEUROSCIENCE CENTER 362 W 15TH ST INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH ORTHOPEDICS & SPORTS MEDICINE 2598 W WHITE RIVER BLVD MUNCIE IN 47303 SPECIALTY CARE IU HEALTH ORTHOPEDICS & SPORTS MEDICINE 2605 E CREEKS EDGE DR BLOOMINGTON IN 47401 SPECIALTY CARE IU HEALTH ORTHOPEDICS & SPORTS MEDICINE 9660 E WASHINGTON ST SUITE 100 INDIANAPOLIS IN 46229 SPECIALTY CARE IU HEALTH OTOLARYNGOLOGY HEAD & NECK SURGERY 1115 N RONALD REAGAN PKWY SUITE AVON IN 46123 SPECIALTY CARE IU HEALTH PHYSICAL MEDICINE & REHABILITATION 362 W 15TH ST SUITE 3800 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH PHYSICAL MEDICINE & REHABILITATION 1300 E 136TH ST SUITE 3600 FISHERS IN 46037 SPECIALTY CARE IU HEALTH POSITIVE LINK 333 E Miller Dr BLOOMINGTON IN 47401 SPECIALTY CARE IU HEALTH POSITIVE LINK 642 W Hospital Rd PAOLI IN 47454 SPECIALTY CARE IU HEALTH POSITIVE LINK 100 Executive Dr Suite J LAFAYETTE IN 47905 SPECIALTY CARE IU HEALTH POSITIVE LINK 100 S 7th St Lower Level TERRE HAUTE IN 47807 SPECIALTY CARE IU HEALTH POSITIVE LINK 6000 W Kilgore Ave MUNCIE IN 47304 SPECIALTY CARE IU HEALTH PRECISION GENOMICS PROGRAM 1030 W MICHIGAN ST STE 3307 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH PRECISION MEDICINE CLINIC 550 N University Blvd Suite 2180 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH REPRODUCTIVE ENDOCRINOLOGY & FERTILITY 550 N University Blvd Suite 2403 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH SLEEP APNEA EDUCATION CENTER 3750 Landmark Dr Suite C LAFAYETTE IN 47905 SPECIALTY CARE IU HEALTH SLEEP APNEA EDUCATION CENTER 6004 W KILGORE AVE MUNCIE IN 47304 SPECIALTY CARE IU HEALTH SLEEP APNEA EDUCATION CENTER 2920 McIntire Dr Suite 150B BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH SLEEP APNEA EDUCATION CENTER 1411 W COUNTY LINE RD STE C GREENWOOD IN 46142 SPECIALTY CARE IU HEALTH SLEEP APNEA EDUCATION CENTER 714 N SENATE AVE STE 110 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH SLEEP APNEA EDUCATION CENTER 1115 N RONALD REAGAN PKWY STE 3 AVON IN 46123 SPECIALTY CARE IU HEALTH SLEEP APNEA EDUCATION CENTER 13100 E 136TH ST STE 3200B FISHERS IN 46037 SPECIALTY CARE IU HEALTH SLEEP LAB 3750 LANDMARK DR SUITE A LAFAYETTE IN 47905 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 6004 W KILGORE AVE MUNCIE IN 47304 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 1504 CLINIC DR BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 1411 W COUNTY LINE RD STE C GREENWOOD IN 46142 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 2920 McIntire Dr BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 714 N SENATE AVE STE 110 INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 720 S 6TH ST MONTICELLO IN 47960 SPECIALTY CARE IU HEALTH SLEEP MEDICINE 1300 S JACKSON ST FRANKFORT IN 46041 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 500 W VOTAW ST PORTLAND IN 47371 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 642 W HOSPITAL RD PAOLI IN 47454 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 1000 S MAIN ST TIPTON IN 46072 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 1115 N RONALD REAGAN PKWY STE 3 AVON IN 46123 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 11725 N ILLINOIS ST SUITE 485 CARMEL IN 46032 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 11590 N MERIDIAN ST SUITE 300 CARMEL IN 46032 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 13100 E 136TH ST STE 3200 FISHERS IN 46037 SPECIALTY CARE IU HEALTH VOICE CENTER 11725 N Illinois St Suite 275 CARMEL IN 46032 SPECIALTY CARE IU HEALTH WOUND CARE 1701 N SENATE BLVD AG053 INDIANAPOLIS IN 46202 SPECIALTY CARE IU Health University Hospital Interventional & Advanced Pain Therapies 550 N UNIVERSITY BLVD STE 2007 INDIANAPOLIS IN 46202 SPECIALTY CARE CONNECTED CARE-IU HEALTH SAXONY HOSPITAL 13000 E 136TH ST SUITE 3400 FISHERS IN 46037 PRIMARY CARE ADULT AMBULATORY CARE CENTER 550 N UNIVERSITY BLVD STE 3500 INDIANAPOLIS IN 46202 PRIMARY CARE IU HEALTH CONNECTED CARE-INDIANAPOLIS 7140 E WASHINGTON ST SUITE 100 INDIANAPOLIS IN 46219 PRIMARY CARE IU HEALTH FAMILY & INTERNAL MEDICINE 560 W LONGEST ST PAOLI IN 47454 PRIMARY CARE IU HEALTH PRIMARY CARE 4870 E JACKSON ST MUNCIE IN 47303 PRIMARY CARE IU HEALTH PRIMARY CARE 14520 W DAVIS DR DALEVILLE IN 47334 PRIMARY CARE IU HEALTH PRIMARY CARE 10101 Ernst Rd Suite 1200 ROANOKE IN 46783 PRIMARY CARE IU HEALTH PRIMARY CARE 9650 E Washington St Suite 100 INDIANAPOLIS IN 46229 PRIMARY CARE IU HEALTH PRIMARY CARE - ALBANY 349 W 1st St ALBANY IN 47320 PRIMARY CARE IU HEALTH PRIMARY CARE - FAMILY MEDICINE WOBSTETRICS 2901 W Jackson St MUNCIE IN 47304 PRIMARY CARE IU HEALTH PRIMARY CARE - INTERNAL MEDICINE 2901 W Jackson St MUNCIE IN 47304 PRIMARY CARE IU HEALTH PRIMARY CARE - YORKTOWN 1420 S PILGRIM BLVD YORKTOWN IN 47396 PRIMARY CARE IU Health Primary Care Central Indianapolis - Family Medicine Residency 1040 Wishard Blvd INDIANAPOLIS IN 46202 PRIMARY CARE IU Health Primary Care Fort Wayne - Hope Drive 7411 HOPE Drive Suite C FORT WAYNE IN 46815 PRIMARY CARE IU HEALTH PRIMARY CARE FORT WAYNE - NORTH 10215 AUBURN PARK DR FORT WAYNE IN 46825 PRIMARY CARE IU HEALTH PRIMARY CARE FORT WAYNE - SOUTHEAST 256 E PETTIT AVE FORT WAYNE IN 46806 PRIMARY CARE IU HEALTH MORGAN WALK-IN 2209 JOHN R WOODEN DR DOOR 7 MARTINSVILLE IN 46151 PRIMARY CARE IU Health Primary Care Fort Wayne - Hope Drive 13000 E 136TH ST SUITE 3300 FISHERS IN 46037 PRIMARY CARE IU Health Adult Physical Therapy & Rehabilitation Services 13000 E 136TH ST SUITE 2100 FISHERS IN 46037 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 6866 W STONEGATE DR SUITE 106 ZIONSVILLE IN 46077 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 404 E WASHINGTON ST STE B INDIANAPOLIS IN 46204 REHABILITATION SERVICES IU Health Adult Speech-Language Pathology 550 N UNIVERSITY BLVD INDIANAPOLIS IN 46202 REHABILITATION SERVICES IU Health Rehabilitation & Sports Medicine 2900 16th St BEDFORD IN 47421 REHABILITATION SERVICES IU Health Rehabilitation & Sports Medicine Center East 328 S WOODCREST DR BLOOMINGTON IN 47401 REHABILITATION SERVICES IU Health Rehabilitation & Sports Medicine Center Spencer 926 IN-46 200 Spencer IN 47460 REHABILITATION SERVICES IU Health Rehabilitation & Sports Medicine Center West 2499 W Cota Dr BLOOMINGTON IN 47403 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 4935 W ARLINGTON RD BLOOMINGTON IN 47404 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 1801 N SENATE BLVD STE 240 INDIANAPOLIS IN 46202 REHABILITATION SERVICES IU Health Occupational Therapy Services 1801 N SENATE BLVD STE 530 INDIANAPOLIS IN 46202 REHABILITATION SERVICES NEUROREHABILITATION AND ROBOTICS 355 W 16TH ST STE 1078 INDIANAPOLIS IN 46202 REHABILITATION SERVICES IU HEALTH OCCUPATIONAL SERVICES 2804 16TH ST BEDFORD IN 47421 REHABILITATION SERVICES IU HEALTH MORGAN REHABILITATION 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 550 N UNIVERSITY BLVD RM 4175 INDIANAPOLIS IN 46202 REHABILITATION SERVICES IU Health Adult Physical Therapy & Rehabilitation Services 1801 N SENAE BLVD STE 1438 INDIANAPOLIS IN 46202 REHABILITATION SERVICES IU HEALTH REHABILITATION SERVICES 1300 S JACKSON ST FRANKFORT IN 46141 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 2705 W North Street MUNCIE IN 47303 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 7411 N Keystone Ave Suite B INDIANAPOLIS IN 46240 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 6820 PARKDALE PL STE 120 INDIANAPOLIS IN 46254 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 1010 S MAIN ST SUITE 110 TIPTON IN 46072 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 9670 E WASHINGTON ST STE 115 INDIANAPOLIS IN 46229 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 8820 S Meridian St Suite 215 INDIANAPOLIS IN 46217 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 2476 E 116TH ST G-100 CARMEL IN 46032 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 410 PILGRIM BLVD HARTFORD CITY IN 47348 REHABILITATION SERVICES IU Health Pediatric Physical Therapy & Rehabilitation 6820 PARKDALE PL STE 109 INDIANAPOLIS IN 46254 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 14645 HAZEL DELL RD NOBLESVILLE IN 46062 REHABILITATION SERVICES IU HEALTH URGENT CARE - BLOOMINGTON 326 S WOODCREST DR BLOOMINGTON IN 47401 URGENT CARE IU HEALTH URGENT CARE - GREENWOOD 996 S SR 135 SUITE P GREENWOOD IN 46143 URGENT CARE IU HEALTH URGENT CARE - AVON 10853 E US HWY 36 AVON IN 46123 URGENT CARE IU HEALTH URGENT CARE - BROAD RIPPLE 1036 BROAD RIPPLE AVE INDIANAPOLIS IN 46220 URGENT CARE IU HEALTH URGENT CARE - DOWNTOWN INDPLS 222 W WASHINGTON ST INDIANAPOLIS IN 46204 URGENT CARE IU HEALTH URGENT CARE - BROWNSBURG 90 E GARNER RD STE A BROWNSBURG IN 46112 URGENT CARE IU HEALTH URGENT CARE - NOBLESVILLE 14645 HAZEL DELL ROAD SUITE 120 NOBLESVILLE IN 46062 URGENT CARE IU HEALTH URGENT CARE - LAFAYETTE 1 WALTER SCHOLER DR LAFAYETTE IN 47909 URGENT CARE IU HEALTH URGENT CARE - FORT WAYNE NORTH 9821 LIMA RD STE 103 FORT WAYNE IN 46818 URGENT CARE IU HEALTH URGENT CARE - WEST LAFAYETTE 253 SAGAMORE PKWY W WEST LAFAYETTE IN 47906 URGENT CARE IU Health Urgent Care Fort Wayne - Hope Drive 7411 Hope Drive Suite A Fort Wayne IN 46815 Urgent Care IU HEALTH RADIOLOGY 9660 E WASHINGTON ST INDIANAPOLIS IN 46229 RADIOLOGY IU HEALTH CANCER RADIATION CENTER 9149 STATE RD 37 BEDFORD IN 47421 RADIOLOGY IU HEALTH RADIOLOGY 820 SAMUEL MOORE PKWY MOORESVILLE IN 46158 RADIOLOGY IU HEALTH RADIOLOGY 6850 PARKDALE PL INDIANAPOLIS IN 46254 RADIOLOGY IU HEALTH RADIOLOGY 362 W 15TH ST SUITE 4200 INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH MORGAN RADIOLOGY 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 RADIOLOGY IU HEALTH RADIOLOGY 550 N UNIVERSITY BLVD UN 0663 INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH RADIOLOGY 404 E WASHINGTON ST STE B INDIANAPOLIS IN 46204 RADIOLOGY IU HEALTH RADIOLOGY 1801 N SENATE BLVD RM A 1157A INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH RADIOLOGY 2625 E 62nd St Suite 2010 INDIANAPOLIS IN 46220 RADIOLOGY IU HEALTH RADIOLOGY 7411 HOPE DR SUITE B FORT WAYNE IN 46815 RADIOLOGY IU HEALTH RADIOLOGY 151 PENNSYLVANIA PKWY SUITE 160 INDIANAPOLIS IN 46280 RADIOLOGY IU HEALTH RADIOLOGY 720 ESKENAZI INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH RADIOLOGY 3401 E Raymond INDIANAPOLIS IN 46203 RADIOLOGY IU HEALTH RADIOLOGY 10101 Ernst Rd Suite 1100 ROANOKE IN 46783 RADIOLOGY IU HEALTH RADIOLOGY 4880 CENTURY PLAZA RD STE 155 INDIANAPOLIS IN 46254 RADIOLOGY IU HEALTH RADIOLOGY 2598 W WHITE RIVER BLVD MUNCIE IN 47303 RADIOLOGY IU HEALTH RADIOLOGY 1111 N RONALD REAGAN PKWY AVON IN 46123 RADIOLOGY IU HEALTH RADIOLOGY 8830 S MERIDIAN ST INDIANAPOLIS IN 46217 RADIOLOGY IU HEALTH RADIOLOGY 1000 S MAIN ST TIPTON IN 46072 RADIOLOGY IU HEALTH RADIOLOGY 1375 N GREEN ST STE 200 BROWNSBURG IN 46112 RADIOLOGY IU HEALTH RADIOLOGY 11700 N MERIDIAN ST CARMEL IN 46032 RADIOLOGY IU HEALTH RADIOLOGY 13000 E 136TH ST FISHERS IN 46037 RADIOLOGY IU HEALTH RADIOLOGY 1701 N SENATE BLVD Room A 1157A INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH UNIVERSITY RETAIL PHARMACY 550 N UNIVERSITY BLVD UH1425 INDIANAPOLIS IN 46202 PHARMACY IU HEALTH METHODIST RETAIL PHARMACY 1801 N SENATE BLVD STE 105 INDIANAPOLIS IN 46202 PHARMACY Riley Retail Pharmacy at IU Health 705 RILEY HOSPITAL DR ROC 1201 INDIANAPOLIS IN 46202 PHARMACY IU HEALTH ARNETT RETAIL PHARMACY 5165 McCarty Ln Entrance 4 LAFAYETTE IN 47905 PHARMACY IU HEALTH BLACKFORD PHARMACY 400 PILGRIM BLVD HARTFORD CITY IN 47348 PHARMACY IU HEALTH BLOOMINGTON RETAIL PHARMACY 2651 E DISCOVERY PKWY SUITE A2032 BLOOMINGTON IN 47408 PHARMACY IU HEALTH PHARMACY - JACKSON 2901 W Jackson St Suite B MUNCIE IN 47304 PHARMACY IU HEALTH FAMILY PHARMACY 5501 W BETHEL AVE MUNCIE IN 47304 PHARMACY IU HEALTH NORTH RETAIL PHARMACY 11700 N MERIDIAN ST STE B106 CARMEL IN 46032 PHARMACY IU HEALTH WEST RETAIL PHARMACY 1111 N RONALD REAGAN PKWY M105 AVON IN 46123 PHARMACY IU HEALTH YORKTOWN PHARMACY 1420 S PILGRIM BLVD YORKTOWN IN 47396 PHARMACY IU HEALTH PAVILION COMMUNITY PHARMACY 2401 W UNIVERSITY AVE OMP 1635 MUNCIE IN 47303 PHARMACY IU HEALTH SAXONY RETAIL PHARMACY 13100 E 136TH ST STE 1000 FISHERS IN 46037 PHARMACY IU HEALTH ADVANCED THERAPIES PHARMACY 390 Airtech Pkwy Suite 106A PLAINFIELD IN 46168 PHARMACY-MAIL ORDER/SPECIALTY SERVICES IU HEALTH HOME CARE 950 N MERIDIAN ST STE 700 INDIANAPOLIS IN 46204 HOME HEALTH IU HEALTH EXPRESSIONS HOME MEDICAL EQUIP 11725 N ILLINOIS ST SUITE 485 CARMEL IN 46032 HOME HEALTH IU HEALTH HOSPICE 950 N MERIDIAN ST STE 700 INDIANAPOLIS IN 46204 HOSPICE IU HEALTH DIAGNOSTIC CENTER ARLINGTON LAB 4935 W ARLINGTON RD BLOOMINGTON IN 47404 LAB IU HEALTH ARNETT CANCER CARE LAB 420 N 26TH ST LAFAYETTE IN 47904 LAB IU HEALTH ARNETT 2600 FERRY ST LAB 2600 FERRY ST LAFAYETTE IN 47904 LAB IU HEALTH ARNETT GREENBUSH LAB 2600 GREENBUSH ST LAFAYETTE IN 47904 LAB IU HEALTH ARNETT HOSPITAL LAB 5165 MCCARTY LN LAFAYETTE IN 47905 LAB IU HEALTH ARNETT SOUTHSIDE LAB 1 WALTER SCHOLER DR LAFAYETTE IN 47909 LAB IU HEALTH ARNETT WESTSIDE LAB 253 SAGAMORE PKWY W WEST LAFAYETTE IN 47906 LAB IU HEALTH BALL MEMORIAL HOSPITAL LAB 2401 UNIVERSITY AVE MUNCIE IN 47303 LAB IU HEALTH BEDFORD HOSPITAL LAB 2900 W 16TH ST BEDFORD IN 47421 LAB IU HEALTH BETHEL LAB 5501 W BETHEL AVE MUNCIE IN 46304 LAB IU HEALTH BLACKFORD HOSPITAL LAB 410 PILGRIM BLVD HARTFORD CITY IN 47348 LAB IU HEALTH FRANKFORT LAB 1300 S JACKSON ST FRANKFORT IN 46041 LAB IU HEALTH GEORGETOWN MEDICAL PLAZA LAB 4880 CENTURY PLAZA RD STE 125 INDIANAPOLIS IN 46254 LAB IU HEALTH JAY HOSPITAL OUTPATIENT LAB 500 W VOTAW ST PORTLAND IN 47371 LAB IU HEALTH LANDMARK OUTPATIENT LAB 550 LANDMARK AVE BLOOMINGTON IN 47403 LAB IU HEALTH MOORESVILLE LAB 820 SAMUEL MOORE PKWY MOORESVILLE IN 46158 LAB IU HEALTH MORGAN LAB 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 LAB IU HEALTH NORTH HOSPITAL LAB 11700 N MERIDIAN ST CARMEL IN 46032 LAB IU HEALTH PAOLI HOSPITAL LAB 642 W HOSPITAL RD PAOLI IN 47454 LAB IU HEALTH PATHOLOGY LAB 350 W 11TH ST INDIANAPOLIS IN 46202 LAB IU HEALTH SAXONY HOSPITAL LAB 13000 E 136TH ST FISHERS IN 46037 LAB IU HEALTH SIP BEDFORD LAB 2900 W 16TH ST BEDFORD IN 47421 LAB IU HEALTH TIPTON HOSPITAL LAB 1000 S MAIN ST TIPTON IN 46072 LAB IU HEALTH WEST HOSPITAL LAB 1111 RONALD REAGAN PKWY SUITE A11 AVON IN 46123 LAB IU HEALTH WHITE MEMORIAL HOSPITAL LAB 720 S 6TH ST MONTICELLO IN 47960 LAB IUH BLOOMINGTON HOSPITAL MAIN CAMPUS LAB 2651 E Discovery Pkwy 1ST FLOOR BLOOMINGTON IN 47408 LAB IUH JOE & SHELLY SCHWARZ CANCER CTR LAB 11700 N MERIDIAN ST CARMEL IN 46032 LAB IUH METHODIST MED PLAZA BROWNSBURG LAB 1375 N GREEN ST BROWNSBURG IN 46112 LAB IUH METHODIST MED PLAZA EAGLE HIGHLANDS 6850 PARKDALE PL INDIANAPOLIS IN 46254 LAB IUH METHODIST MEDICAL PLAZA EAST LAB 9660 E WASHINGTON ST INDIANAPOLIS IN 46229 LAB IUH METHODIST MEDICAL PLAZA NORTH LAB 151 PENNSYLVANIA PKWY CARMEL IN 46280 LAB IUH METHODIST MEDICAL PLAZA SOUTH LAB 8820 S MERIDIAN ST INDIANAPOLIS IN 46217 LAB IUH METHODIST PROFESSIONAL CENTER LAB 1801 N SENATE BLVD INDIANAPOLIS IN 46202 LAB UNIV HOSP AMBULATORY OUTPATIENT CNTR LAB 550 N UNIVERSITY BLVD RM 1005 INDIANAPOLIS IN 46202 LAB IUH ADDICTION TREATMENT & RECOVERY CNTR 727 W 2ND ST BLOOMINGTON IN 47403 BEHAVIORAL HEALTH IUH ADDICTION TREATMENT & RECOVERY CNTR 1758 W 100 S PORTLAND IN 47371 BEHAVIORAL HEALTH IUH ADDICTION TREATMENT & RECOVERY CNTR 210 N TILLOTSON AVE MUNCIE IN 47304 BEHAVIORAL HEALTH IUH ADDICTION TREATMENT & RECOVERY CNTR 1730 N Capitol Ave Suite C3 INDIANAPOLIS IN 46202 BEHAVIORAL HEALTH IUH ADDICTION TREATMENT & RECOVERY CNTR 1115 N Ronald Reagan Pkwy Suite 36 Avon IN 46123 BEHAVIORAL HEALTH IU HEALTH MORGAN 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 DIAGNOSTIC & OTHER OUTPATIENT IU HEALTH OLCOTT CENTER 2651 E Discovery Pkwy BLOOMINGTON IN 47408 DIAGNOSTIC & OTHER OUTPATIENT Schedule H, Part V, Section A LINE 1 - NAME, ADDRESS, AND WEBSITE IU HEALTH OPERATES SEVERAL HOSPITAL LOCATIONS UNDER A SINGLE HOSPITAL LICENSE ISSUED BY THE INDIANA STATE DEPARTMENT OF HEALTH. THE NAMES, ADDRESSES, AND PRIMARY WEBSITE ADDRESSES FOR EACH OF THESE LOCATIONS ARE AS FOLLOWS: IU HEALTH METHODIST HOSPITAL 1701 N. SENATE BLVD. INDIANAPOLIS, IN 46202 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-METHODIST-HOSPITAL IU HEALTH UNIVERSITY HOSPITAL 550 UNIVERSITY BLVD. INDIANAPOLIS, IN 46202 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-UNIVERSITY-HOSPITAL RILEY HOSPITAL FOR CHILDREN AT IU HEALTH 705 RILEY HOSPITAL DR. INDIANAPOLIS, IN 46202 HTTPS://WWW.RILEYCHILDRENS.ORG/ IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN AT IU HEALTH ARE COLLECTIVELY REFERRED TO AS THE IU HEALTH ACADEMIC HEALTH CENTER. IU HEALTH SAXONY HOSPITAL 13000 E. 136TH ST. FISHERS, IN 46037 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-SAXONY-HOSPITAL Schedule H, Part I, Line 7c TOTAL COMMUNITY BENEFIT EXPENSE SCHEDULE H, PART I, LINE 7, COLUMN (F), PERCENT OF TOTAL EXPENSE, IS BASED ON COLUMN (E) NET COMMUNITY BENEFIT EXPENSE. THE PERCENT OF TOTAL EXPENSE BASED ON COLUMN (C) TOTAL COMMUNITY BENEFIT EXPENSE, WHICH EXCLUDES DIRECT OFFSETTING REVENUE, IS 34.92%. Schedule H, Part I, Line 7f PERCENT OF TOTAL EXPENSE THE AMOUNT OF BAD DEBT EXPENSE SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE OF TOTAL EXPENSE ON LINE 7, COLUMN (F) IS $42,583,810 THIS AMOUNT INCLUDES THE BAD DEBT EXPENSE REPORTED ON FORM 990, PART IX, LINE 25, COLUMN (A), AND IU HEALTH'S PORTION OF THE BAD DEBT ATTRIBUTABLE TO THE JOINT VENTURES REPORTED ON SCHEDULE H, PART IV. BAD DEBT EXPENSE IS REPORTED AT COST BASED ON THE COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES. Schedule H, Part II PROMOTION OF HEALTH IN COMMUNITIES SERVED IU Health Inc. supports and/or participates in a variety of community-building activities that address the non-medical, root causes of health problems in the communities it serves. IU Health Inc. and its related hospital entities across the state of Indiana ("IU Health Statewide System") investments include economic development efforts across the state, workforce development opportunities, collaborate with like-minded organizations through coalitions that address key issues, and advocate for improvements in the health status of vulnerable populations. Some activities meet the definition of community benefit and have been reported as such. IU Health Inc. supported several different types of community building activities to promote the health of the community. These activities include: Economic Development: Due to the relationship between health, safety and economic growth, IU Health Inc. has long seen the value in supporting sustainable economic growth and quality of place in Indianapolis and the surrounding metropolitan area. IU Health Inc. provided in-kind and financial support to the Indianapolis Chamber of Commerce's Accelerate Indy For All, the economic development strategy. The pillars of the strategy include educated and talented workers; innovative and enterprising business; attractive and connected places; and a vibrant and inviting image. Workforce Development: Seeking opportunities to collaborate with educational institutes to promote the health sciences professions, IU Health Inc. has several departments that did community education and outreach to encourage students to explore and consider healthcare careers. As the healthcare industry faces workforce shortages, this presents an opportunity to inspire students, especially racial and ethnic minority students, to go to college or seek other post-secondary education alternatives. Coalition Building: IU Health team members participate on the governing boards of nonprofit organizations that seek to increase access to healthcare services, health equity, and advancing public health. Additionally, IU Health team members participate in local coalitions such as the Top 10 Coalition and Health Equity Action Team to share resources and information as well as improve community and partner capacity to address health needs and advance health equity in the community. Leadership Development/Training for Community Members: IU Health can be traced back to its two founding organizations: the United Methodist Church and Indiana University. Today, these two organizations each comprise half of the governing bodies of IU Health. This cash donation supports the values of both organization and their commitment to the community. Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care IU Health uses several factors other than federal poverty guidelines ("FPG") in determining eligibility for free care under its FAP. These factors include the following: 1. Eligibility for Financial Assistance due to Financial or Personal Hardship In order to be eligible for Financial Assistance due to Financial or Personal Hardship under this Policy, a patient or guarantor must: - Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; - Be an Indiana Resident as defined in this Policy; and - If Uninsured, consult with a member of IU Health's Individual Solutions department to determine if health care coverage may be obtained from a government insurance or assistance product, the Health Insurance Marketplace, or from any other source of coverage. Financial Assistance due to Financial Hardship is only available for encounters where care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility. 2. Financial Assistance due to Financial Hardship The FPL income threshold under this section is as follows: - If one or more adults and zero dependents are in the household, the FPL Income Threshold is 200%. - If two or more adults and one or more dependents are in the household, the FPL Income Threshold is 250%. - If one adult and one or more dependents are in the household, the FPL Income Threshold is 300%. In some instances, an adult will also qualify as a dependent. When this occurs, IU Health will treat the adult as a dependent for purposes of the FPL calculation. IU Health will utilize the most recent FPL data available and will apply the FPL data to a patient or guarantor's account balance based upon the calendar date a completed Financial Assistance Application was received, not a patient's date of service. An Uninsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Gross Charges if approved. An Underinsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Patient Responsibility if approved. 3. Financial Assistance due to Personal Hardship An Uninsured or Underinsured patient or their guarantor whose household income is above the FPL income threshold may be eligible for Financial Assistance if the patient's outstanding Patient Responsibility exceeds 20% of the patient's or their guarantor's annual household income. - If approved, the patient's balance will be reduced to 20% of the patient or guarantor's annual household income or the Amounts Generally Billed, whichever is less. - IU Health will work with the patient or guarantor to identify a reasonable payment plan on the remainder of the balance. 4. Eligibility Period If approved for financial assistance by IU Health, the patient will be guaranteed financial assistance for treatment related to the underlying condition, for which the patient was originally screened and approved, through the remainder of the calendar year. As a condition of extending the on-going Financial Assistance, the patient must comply with requests from IU Health to verify that the patient continues to meet the conditions for qualification. 5. Appeals and Assistance Granted By the Financial Assistance Committee The Financial Assistance Committee will review and make determinations on all requests for appeals related to Financial Assistance. If a patient or guarantor seeks to appeal a Financial Assistance Determination, a written request must be submitted, along with the supporting documentation. The Financial Assistance Committee will review requests for and may grant additional Financial Assistance, including but not limited to, the following: - Assistance to patients who are seeking treatment that can only be provided in Indiana by IU Health or who would benefit from continued medical services from IU Health for continuity of care; - Care approved by the IU Health Chief Medical Officer (CMO) or the Chief Executive Officer (CEO) or CMO of an IU Health facility or region, including medically necessary non-elective services for which no payment source can be identified; - Care provided when it is known no payment source exists; - International humanitarian aid; and - Other care identified by the Financial Assistance Committee that fulfills the IU Health Mission. All decisions of the Financial Assistance Committee are final. 6. Presumptive Eligibility No Financial Assistance Application is required to receive Financial Assistance under this Presumptive Eligibility section. IU Health will deem patients or their guarantors presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs and care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility: - Medicaid (any state) - Indiana Children's Special Health Care Services - Healthy Indiana Plan - Patients who are awarded Hospital Presumptive Eligibility (HPE) - A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for at least one hundred and twenty (120) days after the account is eligible for an ECA as set forth in this Policy. If the patient or guarantor's individual scoring criteria demonstrates the patient has a low likelihood and/or propensity to pay or no credit, the patient or guarantor may be deemed presumptively eligible for Financial Assistance. Financial Assistance may additionally be granted in the following circumstances: - If the patient or their guarantor is found to have filed a petition for bankruptcy. - If the patient is deceased and found to have no estate. - If the patient is deceased and was under 21 years of age at the time of death. 7. Exhaustion of Alternate Sources of Assistance Patients must exhaust all other state and federal assistance programs prior to receiving Financial Assistance due to Financial or Personal Hardship under this Policy including, but not limited to, Medicaid. Patients who may be eligible for coverage under an applicable health insurance policy must exhaust all insurance benefits. - This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. - IU Health may request patients show proof that such a claim was properly submitted to the appropriate insurance provider before awarding Financial Assistance. Eligible patients who receive medical care from an IU Health facility as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award. In the event Financial Assistance has already been granted in the above circumstances, IU Health reserves the right to reverse the Financial Assistance Determination in an amount equal to the amount IU Health would be entitled to receive had no Financial Assistance been awarded. 8. Patient Assets There are situations where a patient or their guarantor may have significant income or assets available to pay for healthcare services such as a legal settlement. The Financial Assistance Committee may evaluate the income or assets in determining Financial Hardship. IU Health may require a list of all property owned by the patient or guarantor and adjust a Financial Assistance Determination as a result. Schedule H, Part I, Line 7g Subsidized Health Services IU HEALTH, INC. INCLUDES COSTS ASSOCIATED WITH PHYSICIAN CLINICS AS SUBSIDIZED HEALTH SERVICES BUT IS NOT ABLE TO SEGREGATE THE COSTS ASSOCIATED WITH PHYSICIAN CLINICS. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 42583810 Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE AMOUNT REPORTED ON LINE 2 AS BAD DEBT IS REPORTED AT COST, AS CALCULATED USING THE COST TO CHARGE RATIO METHODOLOGY. Schedule H, Part III, Line 3 Bad Debt Expense Methodology IU Health will deem patients or their guarantors presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs and care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility: 1. Medicaid (any state) 2. Indiana Children's Special Health Care Services 3. Healthy Indiana Plan 4. Patients who are awarded Hospital Presumptive Eligibility (HPE) 5. A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. No Financial Assistance Application is required to receive Financial Assistance under this Presumptive Eligibility section. IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for at least one hundred and twenty (120) days after the account is eligible for an ECA as set forth in this Policy. If the patient or guarantor's individual scoring criteria demonstrates the patient has a low likelihood and/or propensity to pay or no credit, the patient or guarantor may be deemed presumptively eligible for Financial Assistance. Financial Assistance may additionally be granted in the following circumstances: a) If the patient or their guarantor is found to have filed a petition for bankruptcy. b) If the patient is deceased and found to have no estate. c) If the patient is deceased and was under 21 years of age at the time of death. Due to this comprehensive methodology, IU Health does not believe any amount of bad debt is attributable to patients who may be eligible under the financial assistance policy and no portion of bad debt is included as community benefit. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote IU HEALTH'S CONSOLIDATED FINANCIAL STATEMENTS, FOOTNOTE 5, ADDRESSES BAD DEBT EXPENSE AS FOLLOWS: The Indiana University Health System does not require collateral or other security from its patients, substantially all of whom are residents of the State, for the delivery of health care services. However, consistent with industry practice, the Indiana University Health System routinely obtains assignment of (or is otherwise entitled to receive) patients' benefits payable under their health insurance programs, plans, or policies (e.g., Medicare, Medicaid, managed care payers, and commercial insurance policies). The Indiana University Health System uses a portfolio approach to account for categories of patient contracts as a collective group, rather than recognizing revenue on an individual contract basis. The portfolios consist of major payer classes for inpatient revenue and outpatient revenue. Based on the historical collection trends and other analysis, the Indiana University Health System believes that revenue recognized by utilizing the portfolio approach approximates the revenue that would have been recognized if an individual contract approach were used. In support of its mission, the Indiana University Health System provides care to uninsured and underinsured patients. The Indiana University Health System provides charity care to patients who lack the financial resources to pay for their medical care. Financial assistance is available to qualifying uninsured and underinsured patients receiving care at an Indiana University Health System hospital location. Under its financial assistance policy, the Indiana University Health System provides medically necessary care to uninsured patients. Financial assistance up to the full amount of patient financial responsibility is available for uninsured and underinsured patients receiving care via the emergency department, direct admission from a physician's office, or transfer from another hospital. The federal poverty level (FPL) thresholds are used when determining the level of financial assistance based on household makeup. Households without dependents are eligible for assistance if household income is less than or equal to 200% FPL, two adults and at least one dependent are eligible if household income is less than or equal to 250% FPL, and households with one adult and at least one dependent are eligible if household income is less than or equal to 300% FPL. Individuals with medical bills totaling more than 20% of annual household income, regardless of FPL, qualify for catastrophic assistance and are eligible for a reduction in patient financial responsibility to 20% of annual household income. Since the Indiana University Health System does not pursue collection of these amounts, the discounted amounts are not reported as patient service revenue. The Indiana University Health System uses presumptive eligibility screening procedures for some forms of financial assistance and recognizes net patient service revenue on services provided to self-pay patients at the discounted rate at the time services are rendered. The estimated cost of charity care, using the consolidated cost to charge ratio, was $88,213,000 and $133,584,000 in 2022 and 2021, respectively. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE AMOUNT REPORTED ON SCHEDULE H, PART III, LINE 6 IS CALCULATED, IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, USING "ALLOWABLE COSTS" FROM THE IU HEALTH MEDICARE COST REPORT. "ALLOWABLE COSTS" FOR MEDICARE COST REPORT PURPOSES, HOWEVER, 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 ANY SHORTFALL SHOULD BE COUNTED AS PART OF ITS COMMUNITY BENEFIT. ADDITIONALLY, IT IS IMPLIED IN INTERNAL REVENUE SERVICE REVENUE RULING 69-545 THAT TREATING MEDICARE PATIENTS IS A COMMUNITY BENEFIT. REVENUE RULING 69-545, WHICH ESTABLISHED THE COMMUNITY BENEFIT STANDARD FOR NONPROFIT HOSPITALS, STATES THAT IF A HOSPITAL SERVES PATIENTS WITH GOVERNMENTAL HEALTH BENEFITS, INCLUDING MEDICARE, THEN THIS IS AN INDICATION THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance IU Health's FAP and written debt collection policy describe the collection practices applicable to patients, including those who may qualify for financial assistance. 1. Financial Assistance Application Financial Assistance Applications must include the following documentation: - All sources of Income for the last three (3) months. - Most recent three (3) months of pay stubs or Supplemental Security Income via Social Security. - Most recent three (3) statements from checking and savings accounts, certificates of deposit, stocks, bonds and money market accounts. - Most recent state and Federal Income Tax forms including Schedules C, D, E, and F. In the event the patient or guarantor's income does not warrant the filing of a federal tax statement, the individual may submit a notarized affidavit attesting to the foregoing. - Most recent W-2 statement. - For patients or members of the Household who are currently unemployed, Wage Inquiry from WorkOne. - If applicable, divorce/dissolution decrees and child custody order. Patients or their guarantors wishing to apply for Financial Assistance due to Financial Hardship are encouraged to submit an Application within ninety (90) days of discharge. Patients or their guarantors may submit an Application up to two-hundred and forty (240) days from the date of their initial post-discharge billing statement from IU Health, however, accounts may be subject to Extraordinary Collection Actions (ECA) as soon as one-hundred and twenty (120) days after receipt of the initial post-discharge billing statement. Patients or their guarantors submitting an incomplete Financial Assistance Application will receive written notification of the Application's deficiency upon discovery by IU Health. The Application will be pended for a period of forty-five (45) days from the date the notification is mailed. IU Health will suspend any ECA until the Application is complete or the expiration of the forty-five (45) day period. Patients with limited English proficiency may request a copy of this Policy, a Financial Assistance Application, and a Plain Language Summary in one of the below languages: - Arabic; - Burmese; - Burmese - Falam; - Burmese - Hakha Chin; - Mandarin/Chinese; or - Spanish The patient, and/or their representative, such as the patient's physician, family members, legal counsel, community or religious groups, social services or hospital personnel may request a Financial Assistance Application be mailed to a patient's primary mailing address free of charge. IU Health maintains the confidentiality of all Financial Assistance Applications and supporting documentation. IU Health will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance Application. 2. Financial Assistance Determinations IU Health will inform patients or guarantors of the results of their Application by providing the patient or guarantor with a Financial Assistance Determination within ninety (90) days of receiving a completed Application and all requested documentation. A patient's Financial Assistance Application and Financial Assistance Determination are specific to each date(s) of service and approved related encounters. If a patient or guarantor is granted less than full charity assistance and the patient or guarantor provides additional information for reconsideration, Revenue Cycle Services may amend a prior Financial Assistance Determination. 3. Extraordinary Collection Actions IU Health may refer delinquent patient accounts to a third-party collection agency after utilizing reasonable efforts to determine a patient's eligibility for assistance under this Policy. Reasonable efforts include the following: - IU Health will notify the patient of this Policy at least thirty (30) days prior to initiating an ECA. - IU Health will not initiate an ECA for at least one-hundred and twenty (120) days after the patient's initial post-discharge billing statement. - IU Health will review all Financial Assistance Applications received up to and including two-hundred and forty (240) days after the patient's initial post-discharge billing statement. IU Health will cease any ECAs it has initiated upon receipt of a Financial Assistance Application until a Financial Assistance Determination is made under this policy. - If an Application is Approved, IU Health will issue a revised statement, issue refunds, and make reasonable efforts to reverse ECAs as necessary. IU Health and its third-party collection agencies may initiate an ECA against a patient or their guarantor in accordance with this Policy and 26 C.F.R. § 1.501(r). ECAs may include the following: - Selling a patient or their guarantor's outstanding financial responsibility to a third party. - Reporting adverse information about the patient or their guarantor to consumer credit reporting agencies or credit bureaus. - Deferring or denying, or requiring a payment before providing, medically necessary care because of a patient or their guarantor's nonpayment of one or more bills for previously provided care covered under this Policy. - Actions requiring a legal or judicial process, including but not limited to placing a lien on a patient's or their guarantor's property, foreclosing on a patient's or their guarantor's real property, attaching or seizing a patient's or their guarantor's bank account or other personal property, commencing a civil action against a patient or their guarantor, causing a patient or guarantor's arrest, causing a patient and/or guarantor to be subject to a writ of body attachment, and garnishing a patient or guarantor's wages When it is necessary to engage in such action, IU Health and its third party collection agencies, will engage in fair, respectful and transparent collections activities. 4. Refunds Patients eligible for Financial Assistance under this Policy who remitted payment to IU Health in excess of their Patient Responsibility will be alerted to the overpayment as promptly after discovery as is reasonable given the nature of the overpayment. Patients with an outstanding account balance due on a separate account will have their refund applied to the outstanding balance. Patients without an outstanding account balance described above will be issued a refund check for their overpayment as soon as technically feasible. Schedule H, Part V, Section B, Line 16a FAP website - INDIANA UNIVERSITY HEALTH: Line 16a URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16b FAP Application website - INDIANA UNIVERSITY HEALTH: Line 16b URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - INDIANA UNIVERSITY HEALTH: Line 16c URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE; Schedule H, Part VI, Line 2 Needs assessment Though IU Health Inc. believes its CHNA process is comprehensive, the CHNA is done on a triennial basis. Between CHNA cycles, IU Health Inc. gathers data and information to monitor the most current needs of the community. Additional sources of data and information include: * IU Health data analytics and information service teams; * Secondary data sources from Federal, state, and local entities with a focus on health behaviors, health outcomes, and social determinants of health; * Obtaining community organization and governmental agency perspectives; priority population perspectives; and other healthcare and hospital perspectives; * Reports that share findings and recommendations on certain populations within the community and/or health behaviors, health outcomes, or social determinants of health; * Evidence informed sources; and * Team member participation in partnering efforts (e.g., coalitions, advisory committees, task forces, etc.). The regular review of these sources of data and information rarely impact what the significant needs are between CHNA cycles. However, it does help influence the types or level of interventions to address the significant needs; prioritize resources to those groups or neighborhoods experiencing health disparities in the community; identify funding opportunities to support interventions; and strengthen or mobilize partnerships to improve health. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance IU Health takes several measures to inform its patients of the FAP and FAP-eligibility. These measures include the following: 1. Post this Policy, a Plain Language Summary of this Policy, and the Financial Assistance Application on its website. 2. Provide patients with a Plain Language Summary of this Policy during registration and/or discharge. 3. Post conspicuous displays in appropriate acute care settings such as emergency departments and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 4. Include a conspicuous written notice on all patient post-discharge billing statements notifying the patient about this Policy and the telephone number of the Customer Service Department which can assist patients with questions regarding this Policy. 5. Make available Customer Service representatives via telephone during normal business hours. 6. Mail copies of this Policy, a Plain Language Summary of this Policy, and a Financial Assistance Application to patients or their guarantor free of charge upon request. 7. Broadly communicate this Policy as a part of its general outreach efforts. 8. Educate patient-facing team members on this Policy and the process for referring patients to the program. Schedule H, Part VI, Line 4 Community information IU HEALTH SERVES A LARGE GEOGRAPHIC AREA IN CENTRAL INDIANA. IN COMPLETING CHNAS FOR ITS IU HEALTH ACADEMIC HEALTH CENTER AND IU HEALTH SAXONY HOSPITAL LOCATIONS, IU HEALTH DEFINED "COMMUNITY" AS THE COUNTY OF RESIDENCE FOR EACH HOSPITAL LOCATION. EACH INDIVIDUAL HOSPITAL LOCATION SERVES A UNIQUE SUBSECTION OF THE COMMUNITY FOR WHICH DETAILS ARE INCLUDED BELOW: IU HEALTH ACADEMIC HEALTH CENTER THE COMMUNITY FOR IU HEALTH ACADEMIC HEALTH CENTER'S PRIMARY SERVICE AREA IS DEFINED AS MARION COUNTY, THE COMMUNITY WHERE IU HEALTH ACADEMIC HEALTH CENTER IS LOCATED. THE SECONDARY SERVICE AREA IS COMPRISED OF ALL OTHER COUNTIES WITHIN THE STATE OF INDIANA. MARION COUNTY INCLUDES ZIP CODES WITHIN THE TOWNS OF BEECH GROVE, INDIANAPOLIS, LAWRENCE, SOUTHPORT, AND SPEEDWAY, PLUS PORTIONS OF PLAINFIELD, WHICH EXTENDS INTO HENDRICKS COUNTY. BASED ON THE CENSUS BUREAU DATA ESTIMATES FOR 2022, the most recent data available, MARION COUNTY'S POPULATION WAS 969,466 AND 51.6% WERE FEMALE. THE COUNTY'S POPULATION ESTIMATES BY RACE ARE 62.4% WHITE NON-HISPANIC, 29.6% BLACK NON-HISPANIC, 11.3% HISPANIC OR LATINO, 4.2% ASIAN, 0.5% AMERICAN INDIAN OR ALASKA NATIVE, AND 3.2% PERSONS REPORTING TWO OR MORE RACES. A VERY SMALL PERCENTAGE OF THE POPULATION IS ETHNIC GROUPS OTHER THAN THOSE LISTED ABOVE. IU HEALTH SAXONY HOSPITAL THE COMMUNITY FOR IU HEALTH SAXONY HOSPITAL'S PRIMARY SERVICE AREA IS DEFINED AS HAMILTON COUNTY, THE COUNTY WHERE IU HEALTH SAXONY HOSPITAL IS LOCATED, PLUS MARION, MADISON, AND HANCOCK COUNTIES. APPROXIMATELY 67% OF INPATIENT DISCHARGES ORIGINATE FROM THE PRIMARY SERVICE AREA. HAMILTON COUNTY INCLUDES ZIP CODES WITHIN THE TOWNS OF ARCADIA, ATLANTA, CARMEL, CICERO, FISHERS, NOBLESVILLE, SHERIDAN, AND WESTFIELD. BASED ON CENSUS BUREAU ESTIMATES FOR 2022, the most recent data available, HAMILTON COUNTY'S POPULATION WAS 364,921. JUST OVER HALF (50.7%) OF THE COUNTY'S POPULATION IS FEMALE. THE COUNTY'S POPULATION ESTIMATES BY RACE ARE 85.5% WHITE NON-HISPANIC, 4.9% BLACK, 4.6% HISPANIC OR LATINO, 7% ASIAN, 0.2% AMERICAN INDIAN OR ALASKA NATIVE, AND 2.3% TWO OR MORE RACES. A VERY SMALL PERCENTAGE OF THE POPULATION IS ETHNIC GROUPS OTHER THAN THOSE LISTED ABOVE. Schedule H, Part VI, Line 5 Promotion of community health A MAJORITY OF IU HEALTH'S BOARD OF DIRECTORS IS COMPRISED OF INDEPENDENT COMMUNITY MEMBERS WHO RESIDE IN IU HEALTH'S PRIMARY SERVICE AREAS. IU HEALTH EXTENDS MEDICAL PRIVILEGES TO ALL PHYSICIANS WHO MEET THE CREDENTIALING QUALIFICATIONS NECESSARY FOR APPOINTMENT TO ITS MEDICAL STAFF. IU HEALTH DOES NOT DENY APPOINTMENT ON THE BASIS OF GENDER, RACE, CREED, OR NATIONAL ORIGIN. IU HEALTH, IN CONJUNCTION WITH THE IU SCHOOL OF MEDICINE, TRAINS THE NEXT GENERATION OF PHYSICIANS IN AN EXCEPTIONAL ENVIRONMENT, BLENDING BREAKTHROUGH RESEARCH AND TREATMENTS WITH THE HIGHEST QUALITY OF PATIENT CARE. IU HEALTH'S FIVE-YEAR STRATEGY WAS UPDATED DURING 2019. IU HEALTH'S VISION IS TO MAKE INDIANA ONE OF THE HEALTHIEST STATES IN THE NATION BY PROVIDING THE BEST CARE, DESIGNED FOR OUR PATIENTS, AND THE FIVE YEAR STRATEGY WAS DESIGNED TO HELP IU HEALTH REALIZE THIS VISION. THE ELEMENTS OF IU HEALTH'S STRATEGY COMMUNITY HEALTH: AS THE LARGEST HEALTH SYSTEM IN THE STATE, AND IN PARTNERSHIP WITH THE STATE'S LARGEST MEDICAL SCHOOL - INDIANA UNIVERSITY SCHOOL OF MEDICINE - IU HEALTH HAS A SPECIAL OBLIGATION TO BE PART OF THE SOLUTION TO INDIANA'S SERIOUS HEALTH ISSUES. FOR COMMUNITY HEALTH, IU HEALTH'S FOCUS IS ON TACKLING FOUR OF THE MOST PRESSING HEALTH ISSUES IMPACTING INDIANA COMMUNITIES: HIGH RATES OF SMOKING, OBESITY, INFANT AND MATERNAL MORTALITY, AND POOR MENTAL HEALTH. SOME OF OUR EFFORTS IN THIS AREA INCLUDE: * EXPANDING ACCESS TO BEHAVIORAL HEALTH SERVICES ACROSS OUR SYSTEM * THE CREATION OF A $100M COMMUNITY IMPACT INVESTMENT FUND TO SUPPORT PROJECTS THAT ADDRESS SERIOUS HEALTH ISSUES. POPULATION HEALTH: THIS IS THE CARE IU HEALTH PROVIDES PATIENTS FOR WHOM IU HEALTH HAS ACCEPTED SOME FINANCIAL RISK. FOR THESE PATIENTS, IU HEALTH IS REIMBURSED ON HOW WELL IU HEALTH IMPROVES PATIENT OUTCOMES AND MANAGE THE COST OF THEIR CARE, INSTEAD OF ON HOW MANY SERVICES IU HEALTH PROVIDES. FOR EXAMPLE, IU HEALTH MANAGES MORE THAN 60,000 MEDICARE PATIENTS IN OUR NEXT GENERATION ACCOUNTABLE CARE ORGANIZATION. FOR TWO YEARS NOW, WE HAVE REDUCED THE COSTS OF CARE FOR THOSE PATIENTS, WHILE ALSO IMPROVING A RANGE OF QUALITY METRICS. THIS HAS RESULTED IN BETTER CARE OUTCOMES, AS WELL AS SAVINGS FOR IU HEALTH AND THE MEDICARE ADVANTAGE PROGRAM. DESTINATION HEALTH: IU HEALTH TAKES CARE OF PATIENTS WITH THE MOST COMPLEX ILLNESSES AND TAKES ON THE TOUGHEST CASES THAT OTHER SYSTEMS ACROSS THE STATE DO NOT HAVE THE EXPERTISE OR THE RESOURCES TO HANDLE. IMPACT: THIS IS A NEW COMPONENT OF IU HEALTH'S STRATEGY AND REFLECTS EFFORTS TO EXPAND THE IMPACT IU HEALTH HAS ON PATIENTS AND COMMUNITIES ACROSS INDIANA. THIS INCLUDES PROVIDING EXCEPTIONAL CARE TO MORE PEOPLE AT IU HEALTH FACILITIES. IU HEALTH ALSO WANTS TO CREATE PARTNERSHIPS THAT WILL EXTEND IU HEALTH SERVICES TO MORE PEOPLE ACROSS INDIANA. THIS INCLUDES PROVIDING OUR EXCEPTIONAL CARE TO MORE PEOPLE AT OUR FACILITIES. WE ALSO WANT TO CREATE PARTNERSHIPS THAT WILL ENABLE US TO EXTEND OUR SERVICES TO MORE PEOPLE ACROSS OUR STATE. FOR EXAMPLE, WE HAVE A STRONG PARTNERSHIP WITH UNION HOSPITAL IN TERRE HAUTE, WHICH USES OUR CERNER ELECTRONIC MEDICAL RECORD SYSTEM, INCLUDING OUR CARE GUIDELINES AND ORDER SETS, TO BRING IU HEALTH CALIBER CARE TO UNION HOSPITAL PATIENTS. DIVERSITY AND INCLUSION: THE MISSION OF IU HEALTH'S OFFICE FOR DIVERSITY AND INCLUSION IS TO DRIVE A CULTURE OF ACCEPTANCE, INCLUSION, MUTUAL TRUST AND RESPECT IN ORDER TO BETTER SUPPORT THE PATIENTS AND COMMUNITIES THAT IU HEALTH SERVES. THE OFFICE FOCUSES ON INTERPERSONAL, INSTITUTATIONAL AND SOCIETAL ACTION TO TRANSFORM INTERNAL AND EXTERNAL COMMUNITIES INTO A PLACE WHERE ALL WILL THRIVE AND GROW. Schedule H, Part VI, Line 6 Affiliated health care system Indiana University Health Inc. is part of Indiana University Health ("IU Health "the healthcare system"), which is Indiana's most comprehensive healthcare system. A unique partnership with the Indiana University School of Medicine ("IU School of Medicine"), one of the nation's leading medical schools, gives patients access to innovative treatments and therapies. The healthcare system is comprised of hospitals, physicians and allied services dedicated to providing preeminent patient care and community health improvement throughout Indiana. IU Health's affiliate hospitals are divided into five regions that serve communities in Northwest, Northeast, Central and Southern Indiana. The 16 hospitals in the healthcare system include IU Health Inc. (i.e., the IU Health Academic Health Center consists of IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health and IU Health Saxony Hospital); IU Health Arnett; IU Health Ball; IU Health Bedford Hospital; IU Health Blackford Hospital; IU Health Bloomington Hospital; IU Health Frankfort; IU Health Jay; IU Health North Hospital; IU Health Paoli Hospital; IU Health Tipton Hospital; IU Health West Hospital; and IU Health White Memorial Hospital. Each affiliate hospital in the healthcare system, along with community stakeholders, conducts and adopts its own community health needs assessment (CHNA) and implementation strategy. IU Health considers the sum of these CHNAs and the implementation strategies part of a system wide vision of making Indiana one of the healthiest states in the nation. The healthcare system and its affiliate hospitals are keenly aware of the positive impact it can have on improving the health of communities throughout the state of Indiana by investing in local, community-based activities. The healthcare system includes an Academic Health Center (i.e., IU Health Inc.), a regional academic health center (i.e., IU Health Bloomington Hospital) and several affiliate hospitals that work in partnership with the IU School of Medicine to train physicians, blending breakthrough research and treatments with the highest quality of patient care throughout IU Health. Each year, more than 1,000 residents and fellows receive training in affiliate hospitals. Research conducted by IU School of Medicine faculty gives IU Health physicians and patients access to the most leading-edge and comprehensive treatment options. To further promote the health of the communities served by IU Health, the system-level Community Health Division team partners with state and local community-based organizations, community coalitions and governmental agencies to focus on innovative models of care; community alliances and partnerships; anchor institution and advocacy strategies; and social determinants of health. All affiliate hospitals in the healthcare system identify and address significant needs unique to the communities they serve. These needs are identified through the CHNA process. Some of these needs are common in communities served by multiple affiliate hospitals in the healthcare system and align with system priority areas, warranting a system level strategy. The Community Health Division, along with additional internal stakeholders such as the Office of Health Equity Research and Evaluation, plans and provides technical assistance for system-level strategies that address these common needs including health equity, tobacco, behavioral health access, infant and maternal health, hypertension, and social determinants of health. Each affiliate hospital works collaboratively with the Community Health Division to align and activate local resources to support these strategies. This benefits the community each affiliate hospital serves and works towards a statewide impact (system-level) on health outcomes. As part of the Community Health Division, Community Outreach and Engagement Program's IU Health Serves, a system-level team member volunteer program, seeks to positively impact the health of communities IU Health affiliate hospitals serve and foster a culture of engagement and social responsibility. Each affiliate hospital coordinates the different initiatives of the program, including Days of Service. This is the largest volunteer event of the year, consisting of projects designed to engage each affiliate hospitals' team members in activities that address local, significant needs. The Community Impact and Investment (CII) Fund is a $200 million dollar board designated fund that is managed by the IU Health Foundation to financially support high impact community investing. The focus of these efforts will address social determinants of health and health disparities that impact marginalized and minoritized populations in the communities IU Health serves. Through the grants provided by this CII Fund, IU Health can strategically and intentionally address the social, economic, and environmental factors that impact the health of affiliate hospitals' surrounding communities. Each affiliate hospital and its team members are eligible to pursue this grant opportunity with a community organization or agency. Schedule H, Part VI, Line 7 State filing of community benefit report IN true 100 BLACK MEN INDIANAPOLIS 1500 E Michigan St NO 8 Indianapolis IN 46201 351813852 501(c)(3) 25000 General support 500 FESTIVAL INC 21 VIrginia Avenue Indianapolis IN 46204 351004320 501(c)(4) 32000 General support Allen Chapel Corporation of the AME Church Inc 637 E 11th St Indianapolis IN 46202 351573364 501(c)(3) 15000 General support American Red Cross 1510 N Meridian St Indianapolis IN 46202 530196605 501(c)(3) 10000 General support BOYS & GIRLS CLUBS OF IN 615 N Alabama St Suite 400 Indianapolis IN 46204 350888754 501(c)(3) 75000 General support CENTER FOR INTERFAITH COOP INC 1100 W 42nd Street Indianapolis IN 46208 275336996 501(c)(3) 25000 General support CENTRAL INDIANA COMMUNITY FOUNDATION 615 N Alabama St STE 119 Indianapolis IN 46204 351793680 501(c)(3) 51000 General support Community Alliance of the Far Eastside 8902 E 38th St Indianapolis IN 46226 352018453 501(c)(3) 25000 General support COVERING KIDS & FAMILIES 1100 W 42nd Street Indianapolis IN 46208 611520892 501(c)(3) 40000 General support ESKENAZI HEALTH 720 Eskenazi Ave Indianapolis IN 46202 311132066 501(c)(3) 20000 General support Family Promise of Greater Indianapolis PO Box 441367 Indianapolis IN 46244 351909912 501(c)(3) 25000 General support First Baptist Church in Indianapolis 8600 N College Ave Indianapolis IN 46240 351065808 501(c)(3) 15000 General support GENNESARET FREE CLINIC INC 615 N Alabama St Indianapolis IN 46204 351776518 501(c)(3) 30000 General support GLEANERS FOOD BANK IN INC 3737 Waldemere Ave Indianapolis IN 46241 351483868 501(c)(3) 100000 General support GROUNDWORK INDY INC 1107 Burdsal Pkwy Indianapolis IN 46208 473863928 501(c)(3) 30000 General support Habitat for Humanity of Greater Indianapolis 3135 N Meridian St Indianapolis IN 46208 351715910 501(c)(3) 100000 General support Handle With Care Behavior Management System Inc 184 Mckinstry Rd Gardiner NY 12525 141803426 501(c)(3) 10264 Training and Education INDIANA DIAPER BANK 9511 Angola Court SUITE 221 Indianapolis IN 46268 825289150 501(c)(3) 10000 General support INDIANA LATINO INSTITUTE INC 2126 N Meridian St Ste 100 Indianapolis IN 46202 260036285 501(c)(3) 25000 General support Indiana Public Health Association Inc 615 N Alabama St Indianapolis IN 46204 237092694 501(c)(3) 50000 General support Indiana University 620 Union Drive Indianapolis IN 46202 356001673 Government entity 191765 Research Indianapolis Parks Foundation 3001 N White River Pkwy W r Indianapolis IN 46222 351860468 501(c)(3) 35000 General support INDPLS URBAN LEAGUE 777 Indiana Ave Indianapolis IN 46202 356060655 501(c)(3) 25000 General support INDY PRIDE INC PO Box 44403 Indianapolis IN 46244 351951286 501(c)(3) 7500 General support INDY PUBLIC SAFETY FDTN 200 E Washington St Ste E241 Indianapolis IN 46204 462975046 501(c)(3) 32000 General support IVY ENDOWMENT INC PO Box 88474 Indianapolis IN 46208 310962055 501(c)(3) 16000 General support Junior Achievement of Central Indiana Inc 9449 Priority Way Indianapolis IN 46240 351003695 501(c)(3) 35000 General support LA PLAZA INC 8902 E 38th St Indianapolis IN 46226 300029575 501(c)(3) 10000 General support Light of the World Christian Church 4750 Michigan Rd Indianapolis IN 46228 350899071 501(c)(3) 25000 General support Madam Walker Legacy Center 617 Indiana Ave Ste 320 Indianapolis IN 46202 273472963 501(c)(3) 7500 General support MOUNT CARMEL CHURCH 9610 E 42nd St Indianapolis IN 46235 237001662 501(c)(3) 15000 General support Mt Nebo Missionary Baptist Church 2325 Hovey St Indianapolis IN 46208 571122253 501(c)(3) 15000 General support National Coalition of 100 Black Women Indianapolis Chapter Inc 429 E Vermont St Ste 013 Indianapolis IN 46202 351906071 501(c)(3) 11000 General support RAPHAEL HEALTH CTR 401 E 34th St Indianapolis IN 46205 351948768 501(c)(3) 30000 General support REACH FOR YOUTH INC 3505 N Washington Blvd Indianapolis IN 46205 237456842 501(c)(3) 15000 General support SOCIAL HEALTH ASSOCIATION OF INDIANA 615 N Alabama St Ste 228 Indianapolis IN 46204 350869056 501(c)(3) 40000 General support THE MILK BANK INC 8020 Castleway Drive Indianapolis IN 46250 201662573 501(c)(3) 20000 General support The Immigrant Welcome Center 40 E St Indianapolis IN 46204 203222424 501(c)(3) 25000 General support The Links Inc Circle City IN Chapter 1300 E 86th St 116 Ste 14 Indianapolis IN 46240 351857011 501(c)(3) 11000 General support Trinity Haven Inc 3561 N Pennsylvania St Indianapolis IN 46205 825358554 501(c)(3) 25000 General support UNITED WAY CENTRAL IN PO Box 88409 Indianapolis IN 46208 351007590 501(c)(3) 50000 General support Volunteers of America Ohio & Indiana 912 N Delaware St Indianapolis IN 46202 351914815 501(c)(3) 75000 General support Healthnet Inc 3403 E Raymond St Indianapolis IN 46203 351579827 501(c)(3) 1254000 General support Indiana University 620 Union Drive Indianapolis IN 46202 356001673 Government entity 837080 General support Indiana University Health Foundation Inc 1633 N Capitol Ave 1200 Indianapolis IN 46202 356043086 501(c)(3) 21324699 Community Health/Spiritual Values Mudsock Youth Athletics 12690 Promise Rd fishers IN 46038 351761615 501(c)(3) 11000 4988 FMV First-aid kits GENERAL SUPPORT SHEPHERD'S CENTER OF HAMILTON COUNTY 1250 CONNER ST NOBLESVILLE IN 46060 311131854 501(C)(3) 12500 GENERAL SUPPORT UNITED METHODIST FOUNDATION OF INDIANA INC 8401 FISHERS CENTER DRIVE FISHERS IN 46038 237258100 501(C)(3) 25000 Leadership development/training for community members 47 1 SEE PART IV 5 139208 Schedule I, Part III GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS THE AMOUNT REPORTED ON SCHEDULE I, PART III, LINE 1 REPRESENTS FUNDS PROVIDED BY IU HEALTH TO IU SCHOOL OF MEDICINE TO SUPPORT MANAGEMENT AND/OR ADMINISTRATIVE POSITIONS. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ALTHOUGH IU HEALTH DOES NOT MONITOR THE USE OF GRANT FUNDS ONCE DISTRIBUTED, THROUGH DUE DILIGENCE THE ORGANIZATION HAS REASONABLY CONFIRMED THAT THE ENTITIES TO WHICH THE CONTRIBUTIONS ARE MADE ARE HIGHLY REPUTABLE IN THE COMMUNITY AND USE THE FUNDS FOR THE PURPOSES INTENDED. X true true X X X X X false true false false false false false true false DENNIS M MURPHY DIRECTOR/PRESIDENT & CEO 1870984 0 1536618 0 626470 0 892932 0 55840 0 4982844 0 398192 0 LARRY H STEVENS MD DIRECTOR 40500 553695 0 33422 0 87464 0 12200 0 27498 40500 714279 0 0 JENNIFER M ALVEY TREASURER/SVP & CFO 987703 0 363926 0 153477 0 177801 0 55170 0 1738077 0 94500 0 ERIN R LEWIS SECRETARY/SVP & GEN. COUNSEL 746258 0 258801 0 5921 0 133635 0 44844 0 1189459 0 0 0 JONATHAN E GOTTLIEB MD Former Key Employee 0 0 153699 0 0 0 0 0 0 0 153699 0 0 0 PAUL M CALKINS MD FORMER KEY EMPLOYEE 471446 0 42413 0 36818 0 12200 0 48076 0 610952 0 0 0 MICHELLE A JANNEY RN EVP & COO 1093187 0 647531 0 258463 0 12200 0 36710 0 2048092 0 0 0 RYAN D NAGY MD PRESIDENT (AAHC) 0 707614 0 279668 0 2439 0 142701 0 20773 0 1153194 0 0 DAVID A INGRAM MD EVP & CME 0 771222 0 364362 0 5631 0 185454 0 27000 0 1353669 0 0 Gil Peri President (Riley) 714985 0 256894 0 24289 0 136645 0 57438 0 1190252 0 0 0 Jason Gilbert RN EVP & CNE 445410 0 181192 0 28714 0 111952 0 51687 0 818955 0 0 0 RONALD L STIVER PRESIDENT (SHS) 711443 0 384522 0 392133 0 143603 0 56339 0 1688041 0 167598 0 JEFFREY C BIRD MD PRESIDENT (ECR) 548667 0 239923 0 187809 0 12200 0 54679 0 1043278 0 45174 0 BRIAN T SHOCKNEY PRESIDENT (SCR) 623428 0 317043 0 26131 0 127403 0 57844 0 1151850 0 0 0 KENNETH DOUG PUCKETT PRESIDENT (ISR) 578318 0 252437 0 101674 0 121102 0 55037 0 1108568 0 54003 0 KEVIN R ARMSTRONG Chief Mission & Values Officer 410466 0 233930 0 557055 0 12200 0 47914 0 1261566 0 409652 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments Tax gross ups were provided to one director/officer, two highest compensated employees, and one former key employee listed on IU Health's Form 990. The tax gross ups were treated as taxable compensation. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Dennis M. Murphy, Michelle A. Janney, R.N., Ronald L. Stiver, Jennifer M. Alvey, Kevin R. Armstrong, Ryan D. Nagy, M.D., Erin R. Lewis, David A. Ingram, M.D., Jason Gilbert, R.N., Brian T. Shockney, Gil Peri, Doug Puckett and Jeffrey C. Bird, M.D., participate in a supplemental executive retirement plan, provisions of which are designed to retain these critical employees. The plan provides for an additional retirement benefit for service through normal retirement or other key dates. If the executive leaves prior to retirement or other key dates, the benefit may be forfeited or reduced. Each of the executives listed above, with the exception of Michelle A. Janney, R.N., Kevin R. Armstrong, and Jeffrey C. Bird, M.D., have an amount included in column c, deferred compensation, representing the current year unvested contributions made under the supplemental executive retirement plan. These amounts were not paid to the executives during the year. The following executives have an amount included in column b (iii), other reportable compensation, representing the current year vested amounts received under the supplemental executive retirement plan: - Dennis M. Murphy ($592,283) - Michelle A. Janney, R.N. ($211,326) - Jennifer M. Alvey ($129,626) - Ronald L. Stiver ($370,168) - Kevin R. Armstrong ($495,046) - Doug Puckett ($60,038) - Jeffrey C. Bird ($147,927) Dennis M. Murphy has a retention agreement which was signed in 2019. The anticipated vesting and payout date of the retention bonus is 1/1/25. Schedule J, Part I, Line 7 Non-fixed payments AMOUNTS DISCLOSED IN COLUMN B(II) INCLUDE A LONG-TERM AND SHORT-TERM INCENTIVE FOR CERTAIN EXECUTIVES AND SHORT-TERM INCENTIVE FOR OTHER EMPLOYEES. ALTHOUGH THESE PLANS ARE BASED ON A FIXED FORMULA THAT HAS BEEN APPROVED BY THE BOARD OF DIRECTORS BASED UPON CERTAIN QUALITATIVE AND QUANTITATIVE FACTORS AND GOALS, ALL DISCRETIONARY INCENTIVE PLANS MUST BE APPROVED BY THE COMMITTEE ON Talent Management and Executive Compensation AND BOARD OF DIRECTORS PRIOR TO ANY INCENTIVE PAYOUT. A INDIANA FINANCE AUTHORITY 351602316 45471AEN8 2016-05-05 107790000 SERIES 2011L AND M BONDS false false false B INDIANA FINANCE AUTHORITY 351602316 45471ANR9 2014-10-14 80777895 SERIES 2014A BONDS false false false C INDIANA FINANCE AUTHORITY 351602316 45471ANY4 2015-05-07 314416912 SERIES 2015A BONDS false false false D INDIANA FINANCE AUTHORITY 351602316 45471APJ5 2016-02-18 290611029 SERIES 2016A, B, AND C BONDS false false false A 107790000 107790000 2016 true false true true B 33320000 82344679 793499 81551179 2014 false true true true C 314633314 2122523 312510791 2015 false true true true D 180245000 290611029 1641061 288969968 2016 true false true true A false true true true true true 0.0 false false true B false true true true true true 0.0 false false true C false true true true true true 0.0 false false true D false true true true true true 0.0 false false true A false false true false true false false false true B false false false true false false false false true C false false false true false false false false true D false false true false true false false false true A true B true C true D true Schedule K, Part I Page 1, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE THE SERIES 2011L AND M BONDS WERE ISSUED ON MAY 25, 2011 IN ORDER TO PROVIDE FUNDING FOR THE NEW CONSTRUCTION OF BUILDINGS AND STRUCTURES AND THE PURCHASE OF EQUIPMENT. A 2016 REISSUANCE OF THE INDIANA FINANCE AUTHORITY HOSPITAL REVENUE BONDS, SERIES 2011L AND 2011M OCCURRED ON MAY 5, 2016, AND WAS TREATED AS A CURRENT REFUNDING OF SUCH BONDS. Schedule K, Part I Page 1, LINE B, COLUMN (F) - DESCRIPTION OF PURPOSE THE SERIES 2014A BONDS WERE ISSUED IN ORDER TO ADVANCE REFUND THE SERIES 2006 AND SERIES 2009A BONDS OF INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC., A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION, AND TO PAY CERTAIN EXPENSES RELATED TO THE ISSUANCE. THE SERIES 2006 AND SERIES 2009A BONDS WERE ISSUED ON MAY 31, 2006 AND DECEMBER 8, 2009, RESPECTIVELY. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. Schedule K, Part I Page 1, LINE C, COLUMN (F) - DESCRIPTION OF PURPOSE THE SERIES 2015A BONDS WERE ISSUED IN ORDER TO ADVANCE REFUND THE SERIES 2006A BONDS AS WELL AS TAXABLE BONDS, SERIES 2011J AND K, AND A TAXABLE BANK LOAN. THE SERIES 2006B BONDS WERE ISSUED ON JANUARY 24, 2006. THE SERIES 2011J AND K BONDS WERE ISSUED ON MAY 5, 2011. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. Schedule K, Part I Page 1, LINE D, COLUMN (F) - DESCRIPTION OF PURPOSE THE SERIES 2016A, B, AND C BONDS WERE ISSUED IN ORDER TO REFUND A PORTION OF THE SERIES 2006B BONDS. THE SERIES 2006B BONDS WERE ISSUED ON SEPTEMBER 14, 2006. Schedule K, Part I Page 2, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE A MULTIPURPOSE ELECTION WAS MADE WITH RESPECT TO THE 2019ABC BONDS. THE SERIES 2019A AND B BONDS WERE ISSUED ON JULY 2, 2019 IN ORDER TO PROVIDE FUNDING FOR THE NEW CONSTRUCTION OF BUILDINGS AND STRUCTURES. THE SERIES 2019C BONDS WERE ISSUED IN ORDER TO REFUND A PORTION OF THE SERIES 2011A, 2011B, 2011C, 2011D, 2011E, 2011H, and 2011I BONDS. IF CALCULATING LINES III-4, III-5, AND III-6 FOR EACH OF THESE TWO COMPONENTS (ONE BEING 2019A AND B ("2019AB") AND ONE BEING 2019C ("2019C")), THE PERCENTAGES WOULD BE 0% with respect to 2019AB and 0% WITH RESPECT TO 2019C. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS OF $1,482,141. Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE TOTAL PROCEEDS OF ISSUE DISCLOSED ON PART II, LINE 3 ARE SOMETIMES HIGHER THAN THE ISSUE PRICE DISCLOSED IN PART I DUE TO THE INVESTMENT EARNINGS ON THE BOND PROCEEDS: SCHEDULE K, PAGE 1, COLUMN B, SERIES 2014A BONDS: ISSUE PRICE: $80,777,895 EARNINGS: $1,566,784 TOTAL PROCEEDS: $82,344,679 SCHEDULE K, PAGE 1, COLUMN C, SERIES 2015A BONDS: ISSUE PRICE: $314,416,912 EARNINGS: $216,402 TOTAL PROCEEDS: $314,633,314 SCHEDULE K, PAGE 4, COLUMN A, SERIES 2019A, 2019B AND 2019C BONDS: ISSUE PRICE: $370,318,185 EARNINGS: $1,482,141 TOTAL PROCEEDS: $371,800,326 Schedule K, Part III LINES 4, 5, AND 6 - P.B.U. PERCENTAGES IU HEALTH GENERALLY ONLY FINANCES A PORTION OF EACH PROJECT WITH TAX-EXEMPT BONDS. FUNDS OTHER THAN TAX-EXEMPT BONDS ARE SUFFICIENT TO COVER THE AMOUNT OF ANY PRIVATE BUSINESS USE. Schedule K, Part IV, Line 2c COLUMN B Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 03/01/2016 Schedule K, Part IV, Line 2c COLUMN C Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/11/2016 A INDIANA FINANCE AUTHORITY 351602316 45470YEX5 2019-07-02 370318185 SERIES 2019A, B AND C BONDS false false false A 64895000 371800326 1348373 256482141 113969813 2021 true false true true A false true true true true true 0.0 false false true A false false true false true false false false true A true JILAINE STEVENS SPOUSE OF IUH, INC. DIRECTOR, LARRY STEVENS 98222 TOTAL TAXABLE AND NON-TAXABLE COMPENSATION FOR EMPLOYMENT IN THE NORMAL COURSE OF BUSINESS false Form 990, Part III, Line 4d Description of other program services (Expenses $ 479,934,799 including grants of $ 0)(Revenue $ 529,186,430) SHARED SERVICES REVENUE: AS THE PARENT OF THE INDIANA UNIVERSITY HEALTH SYSTEM, IU HEALTH FACILITATES EFFORTS AND SHARED SERVICES ON BEHALF OF AND FOR THE BENEFIT OF IU Health AND ITS AFFILIATES. CERTAIN COSTS RELATED TO PROVIDING THESE SHARED SERVICES ARE ALLOCATED OUT OR CHARGED TO THE AFFILIATES. FACILITATING THESE EFFORTS AND SERVICES ALLOWS IU Health AND ITS AFFILIATES TO BETTER CARRY OUT THEIR EXEMPT FUNCTIONS BY REDUCING COSTS, HAVING STANDARDIZED PRACTICES AND PROCEDURES, AND CREATING ECONOMIES OF SCALE. Form 990, Part III, Line 4d Description of other program services (Expenses $ 363,401,652 including grants of $ 0)(Revenue $ 400,694,475) PHARMACY SERVICES: Our network of pharmacies offers the ease of "one-stop" shopping. With services designed to meet your needs, we will provide expert care and help patients make the best use of their medications. Form 990, Part III, Line 4d Description of other program services (Expenses $ 43,709,551 including grants of $ 0)(Revenue $ 48,195,092) ALL OTHER PROGRAMS, SUCH AS RENT FROM RELATED 501(c)(3) ORGANIZATIONS, INCOME FROM PASS-THROUGH ENTITIES Form 990, Part VI, Line 2 FAMILY OR BUSINESS RELATIONSHIPS CERTAIN OFFICERS, DIRECTORS OR KEY EMPLOYEES OF INDIANA UNIVERSITY HEALTH, INC. (IU HEALTH) ALSO SERVE ON THE BOARDS OR AS OFFICERS OF RELATED OR UNRELATED FOR-PROFIT ORGANIZATIONS, AS NOTED BELOW. NO ADDITIONAL COMPENSATION WAS PROVIDED TO THESE INDIVIDUALS FOR THEIR SERVICE TO RELATED ORGANIZATIONS. Form 990, Part VI, Line 15 PROCESS FOR DETERMINING COMPENSATION IU HEALTH USES A THOROUGH PROCESS TO DETERMINE THE COMPENSATION OF ITS PRESIDENT AND CHIEF EXECUTIVE OFFICER, OTHER OFFICERS, AND KEY EMPLOYEES. THE PROCESS INCLUDES THE FOLLOWING: (1) THE BOARD OF DIRECTORS ("BOARD") HAS ESTABLISHED A TALENT MANAGEMENT AND EXECUTIVE COMPENSATION COMMITTEE ("TMECC"), THE PURPOSE OF WHICH INCLUDES REVIEWING AND MAKING RECOMMENDATIONS REGARDING EXECUTIVE PAY AND BENEFITS (COLLECTIVELY REFERRED TO AS "COMPENSATION") ON AN ANNUAL BASIS IN APRIL. THE TMECC IS MADE UP OF MEMBERS OF THE BOARD THAT ARE NEITHER PHYSICIANS NOR EMPLOYEES AND DO NOT OTHERWISE HAVE A CONFLICT OF INTEREST REGARDING ANY OF IU HEALTH'S COMPENSATION ARRANGEMENTS. THE TMECC REVIEWS AN EXECUTIVE'S ENTIRE COMPENSATION PACKAGE INCLUDING BASE SALARY, SHORT-TERM AND LONG-TERM INCENTIVES, HEALTH AND WELFARE BENEFITS, QUALIFIED AND NONQUALIFIED RETIREMENT PLANS, AS WELL AS ANY ADDITIONAL FRINGE BENEFITS. AS DEEMED APPROPRIATE, THE COMMITTEE ON FINANCE, WHICH IS ALSO MADE UP OF MEMBERS OF THE BOARD, MAY ALSO REVIEW EXECUTIVE COMPENSATION AND BENEFITS. (2) THE TMECC ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM ON AN ANNUAL BASIS TO CONDUCT A COMPENSATION ANALYSIS FOR ITS EXECUTIVE GROUP, WHICH CONSISTS OF EMPLOYEES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. THE CURRENT COMPENSATION ADVISOR IS SULLIVANCOTTER. SULLIVANCOTTER PERFORMS ITS ANALYSIS IN THE FORM OF A COMPENSATION SURVEY ("SURVEY") THAT INCLUDES RELEVANT COMPARABILITY DATA FOR COMPENSATION 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. SULLIVANCOTTER THEN PREPARES A SURVEY REPORT AND PROVIDES RECOMMENDATIONS TO THE TMECC, IF DEEMED APPROPRIATE, ON CHANGES IN EXECUTIVE COMPENSATION. A SEPARATE ANALYSIS USING THE SAME METHODOLOGY IS DONE FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. (3) THE TMECC THEN REVIEWS SULLIVANCOTTER'S REPORT AND RECOMMENDATIONS AND, IF APPROPRIATE, VOTES ON WHETHER TO RECOMMEND ANY CHANGES IN EXECUTIVE COMPENSATION TO THE BOARD. THE TMECC WILL ONLY RECOMMEND CHANGES TO THE BOARD IF THEY ARE CONSISTENT WITH THE BOARD'S PHILOSOPHY ON COMPENSATION MATTERS AND ARE DEEMED REASONABLE BASED UPON THE INDEPENDENT ANALYSIS PROVIDED BY SULLIVANCOTTER. THE TMECC'S REVIEW, DISCUSSION AND VOTE ARE DOCUMENTED IN THE MINUTES FOR THE MEETING. THERE ARE NO EXECUTIVES PRESENT DURING THE FINAL DISCUSSION AND APPROVAL. (4) THE BOARD THEN REVIEWS THE REPORT PREPARED BY SULLIVANCOTTER AS WELL AS THE RECOMMENDATIONS OF THE TMECC AS TO ANY CHANGES IN EXECUTIVE COMPENSATION. AS DEEMED APPROPRIATE, THE COMMITTEE ON FINANCE MAY ALSO PROVIDE ITS REVIEW OF THE TMECC'S RECOMMENDATIONS ON ANY CHANGES IN EXECUTIVE COMPENSATION. THIS REVIEW AND DISCUSSION ARE DOCUMENTED IN THE MINUTES. (5) THE BOARD THEN VOTES ON WHETHER TO ACCEPT THE TMECC'S RECOMMENDATIONS ON ANY CHANGES IN EXECUTIVE COMPENSATION. CHANGES IN EXECUTIVE COMPENSATION ARE MADE IF APPROVED BY THE TMECC AND BOARD ON AN ANNUAL BASIS, OR AS NECESSARY THROUGHOUT THE YEAR. THE DISCUSSION AND APPROVAL ARE DOCUMENTED IN THE MINUTES OF THE MEETING. THERE ARE NO EXECUTIVES PRESENT DURING THE FINAL DISCUSSION AND APPROVAL. IU HEALTH'S GENERAL COUNSEL ALSO PREPARES A FORMAL WRITTEN OPINION REVIEWING THE EXECUTIVE COMPENSATION APPROVAL PROCESS, COMPARING IT TO THE INTERMEDIATE SANCTIONS TEST OF IRC SECTION 4958. IF WARRANTED, IU HEALTH'S GENERAL COUNSEL MAY ALSO PROVIDE COMMENTS REGARDING THE EXECUTIVE COMPENSATION APPROVAL PROCESS AS IT 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 TMECC AND BOARD ALSO REVIEW THE ACHIEVEMENTS OF THE EXECUTIVE GROUP AS IT RELATES TO THE LONG-TERM AND SHORT-TERM SHARED AND INDIVIDUAL GOALS DEVELOPED BY THE EXECUTIVES AND THE BOARD. THESE ACHIEVEMENTS MAY ALSO BE REVIEWED WITH THE COMMITTEE ON FINANCE. THE BOARD, AT ITS DISCRETION, MAY APPROVE BONUS PAYMENTS BASED UPON THE ACHIEVEMENT OF THE GOALS. THE DISCUSSION AND VOTE OF THE TMECC 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 TMECC AND AUDIT and compliance COMMITTEE ALSO REVIEW FORM 990 DISCLOSURES RELATED TO EXECUTIVE COMPENSATION AS WELL AS THE ORGANIZATION'S PRACTICES AND APPROVAL PROCESSES PRIOR TO THE FILING OF THE FORM 990 RETURN WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons IUH ASSURANCE SPC, LTD. JENNIFER ALVEY, MICHELLE JANNEY, ERIN LEWIS - Business relationship, IU HEALTH RISK RETENTION GROUP, INC. JENNIFER ALVEY, MICHELLE JANNEY, ERIN LEWIS - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders THERE SHALL BE TWO CLASSES OF MEMBERS OF THE CORPORATION. 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. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body EXCEPT AS OTHERWISE PROVIDED IN THE ARTICLES OR BYLAWS, EACH CLASS OF MEMBERS SHALL BE ENTITLED TO ONE (1) VOTE UPON EACH QUESTION WHICH PROPERLY COMES BEFORE A MEETING OF THE MEMBERS. UNLESS OTHERWISE SPECIFIED BY LAW OR THE TRUSTEES OF INDIANA UNIVERSITY, THE VOTE OF THE UNIVERSITY CLASS SHALL BE DETERMINED BY A MAJORITY VOTE OF THE CONSTITUENTS OF THE UNIVERSITY CLASS WHO ARE PRESENT AT A MEETING AT WHICH A QUORUM IS PRESENT AND A QUORUM SHALL CONSIST OF A MAJORITY OF THE CONSTITUENTS OF THE UNIVERSITY CLASS. THE VOTE OF THE METHODIST CLASS SHALL BE DETERMINED BY A TWO-THIRDS (2/3) MAJORITY OF THE MEMBERS OF THE METHODIST HEALTH GROUP, INC. OR OTHERWISE AS SET FORTH FROM TIME TO TIME IN THE CONSTITUENT INSTRUMENTS OF THE METHODIST HEALTH GROUP, INC. BOTH MEMBER CLASSES MAY TAKE ACTION WITHOUT A MEETING IF A CONSENT IN WRITING SETTING FORTH THE ACTION SO TAKEN SHALL BE APPROVED BY AT LEAST EIGHTY (80) PERCENT OF THE CONSTITUENTS OF THE RESPECTIVE MEMBER CLASS OR SUCH GREATER PERCENTAGE AS THAT MEMBER CLASS DETERMINES TO BE NECESSARY FOR APPROVAL OF AN ACTION WITHOUT A MEETING. The Corporation shall, as specified in the Articles, have fifteen (15) Directors. WITH REGARD TO THE APPOINTMENT OF THE BOARD OF DIRECTORS OF THE CORPORATION, THE DIRECTORS, EACH OF WHOM SHALL HAVE ONE VOTE, WILL BE SELECTED AS FOLLOWS: (A) EIGHT (8) AT-LARGE DIRECTORS SHALL BE JOINTLY ELECTED BY THE AFFIRMATIVE VOTE OF BOTH MEMBER CLASSES (THE "AT-LARGE DIRECTORS"). (B) TWO (2) DIRECTORS SHALL BE APPOINTED BY THE METHODIST CLASS. (C) THE PRESIDENT OF INDIANA UNIVERSITY, THE DEAN OF INDIANA UNIVERSITY SCHOOL OF MEDICINE (THE "DEAN"), AND THE CHAIR OF THE IU BOARD OF TRUSTEES OR ANOTHER IU TRUSTEE DESIGNATED BY THE CHAIR OF THE BOARD OF TRUSTEES, SHALL EACH BE A STANDING DIRECTOR OF THE UNIVERSITY CLASS, REFERRED TO COLLECTIVELY AS "UNIVERSITY STANDING DIRECTORS". (D) THE BISHOP OF THE INDIANA AREA OF THE UNITED METHODIST CHURCH (THE "BISHOP") SHALL BE AN EX OFFICIO DIRECTOR. IF THE BISHOP DETERMINES THAT HE/SHE IS UNABLE TO SERVE AS DIRECTOR FOR AN UPCOMING YEAR, THE BISHOP MAY NAME A DESIGNEE TO SERVE AS A DIRECTOR BY PROVIDING NOTIFICATION OF SUCH DESIGNEE TO THE CORPORATION AT OR BEFORE THE ANNUAL MEETING OF THE CORPORATION. DIRECTORS NAMED IN (B) AND (D) ABOVE ARE REFERRED TO COLLECTIVELY HAS "METHODIST STANDING DIRECTORS. " (E) THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION (THE "PRESIDENT") SHALL BE AN EX OFFICIO DIRECTOR. NO MORE THAN TWENTY PERCENT (20%) OF THE DIRECTORS SHALL BE PHYSICIANS WHO ARE PROVIDING PROFESSIONAL SERVICES TO THE CORPORATION. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders NOTWITHSTANDING ANY OTHER PROVISIONS OF THE ARTICLES OF INCORPORATION, THE FOLLOWING MATTERS REQUIRE THE APPROVAL OF THE UNIVERSITY CLASS PRIOR TO IMPLEMENTATION: (A) 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 HOSPITALS LEASE BY AND BETWEEN THE TRUSTEES OF INDIANA UNIVERSITY AND THE CORPORATION, EXCEPT AS OTHERWISE AUTHORIZED BY RESOLUTION OR AGREEMENT OF THE TRUSTEES OF INDIANA UNIVERSITY. (B) ANY PROPOSAL BY THE CORPORATION WHICH CONFLICTS WITH THE FOLLOWING PRINCIPLE: THE CORPORATION 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. (C) ANY CHANGE IN THE FORMULA USED TO CALCULATE THE AMOUNT OF SUPPORT PROVIDED TO THE INDIANA UNIVERSITY SCHOOL OF MEDICINE, AS REFERENCED IN THE ARTICLES OF INCORPORATION. (D) 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. (E) ANY SALE OR OTHER ALIENATION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR OPERATIONS OF THE CORPORATION, AND ANY MERGER, CONSOLIDATION, CHANGE OF VOTING CONTROL OR OTHER REORGANIZATION OF THE CORPORATION. (F) AMENDMENT, ALTERATION OR REPEAL OF THE ARTICLES OF INCORPORATION (G) ANY DISSOLUTION OF THE CORPORATION, EXCEPT AS OTHERWISE REQUIRED BY LAW. (H) ANY REVISION TO, OR MODIFICATION OR REVOCATION OF THE CORE VALUES. (I) ANY TRANSFER OF THE MEMBERSHIP OF EITHER OF THE MEMBER CLASSES. (J) 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: (A) ANY SALE OR OTHER ALIENATION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR OPERATIONS OF THE CORPORATION, AND ANY MERGER, CONSOLIDATION, CHANGE OF VOTING CONTROL, OR OTHER REORGANIZATION OF THE CORPORATION. (B) AMENDMENT, ALTERATION OR REPEAL OF THE ARTICLES OF INCORPORATION. (C) ANY DISSOLUTION OF THE CORPORATION, EXCEPT AS OTHERWISE REQUIRED BY LAW. (D) ANY REVISIONS TO, OR MODIFICATIONS OR REVOCATION OF THE CORE VALUES. (E) ANY TRANSFER OF THE MEMBERSHIP OF EITHER OF THE MEMBER CLASSES. (F) ANY AMENDMENT TO THE DEFINITIVE AGREEMENT. Form 990, Part VI, Line 11b Review of form 990 by governing body A THOROUGH PROCESS WAS USED BY IU HEALTH TO REVIEW THE FORM 990 AND RELATED SCHEDULES PRIOR TO ITS FILING. THE BOARD OF DIRECTORS' COMMITTEE ON VALUES, ETHICS, SOCIAL RESPONSIBILITY, AND PASTORAL SERVICES REVIEWED THE FOLLOWING SECTION OF THE FORM 990: 1. SCHEDULE H - HOSPITALS THE BOARD OF DIRECTORS' COMMITTEE ON Talent Management and Executive Compensation REVIEWED THE FOLLOWING SECTIONS 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 THE BOARD OF DIRECTORS' AUDIT and compliance COMMITTEE WAS ALSO PROVIDED WITH A COMPLETE COPY OF THE FORM 990 AND RELATED SCHEDULES TO REVIEW. AFTER THE REVIEW FROM THE AFOREMENTIONED COMMITTEES, A COMPLETE COPY OF THE FORM 990 AND RELATED SCHEDULES WAS MADE AVAILABLE TO EACH BOARD MEMBER ON A SECURE INTRANET SITE. EACH MEMBER WAS ALSO INFORMED OF THE AVAILABILITY OF THE TAX DEPARTMENT TO ANSWER ANY QUESTIONS. Form 990, Part VI, Line 12c Conflict of interest policy ALL IU HEALTH EMPLOYEES, ASSOCIATES, COLLEAGUES AND CONTRACTED PERSONNEL, INCLUDING EMPLOYED PHYSICIANS AND PAID MEDICAL DIRECTORS ("IU HEALTH REPRESENTATIVES") ARE COVERED BY AND SUBJECT TO ITS CONFLICT OF INTEREST POLICY. IU HEALTH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH THE FOLLOWING PROCEDURES: (A) ON AN ANNUAL BASIS, EACH IU HEALTH REPRESENTATIVE AT THE LEVEL OF MANAGER OR ABOVE, TOGETHER WITH EVERY OTHER PERSON DESIGNATED BY THE CORPORATE COMPLIANCE DEPARTMENT ("DEPARTMENT"), MUST COMPLETE, SIGN AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE ("QUESTIONNAIRE") TO THE DEPARTMENT. GOVERNING BOARD MEMBERS, COMMITTEE MEMBERS, CORPORATE OFFICERS, MEDICAL STAFF AND RESEARCHERS MUST COMPLY WITH THE ADMINISTRATIVE REQUIREMENTS NOTED IN THE RESPECTIVE POLICIES AND PROCEDURES RELATIVE TO THOSE AREAS. (B) AN IU HEALTH REPRESENTATIVE MUST SUPPLEMENT A QUESTIONNAIRE IN WRITING, IF AFTER COMPLETION OF THE ORIGINAL QUESTIONNAIRE, A SITUATION ARISES, OR MAY REASONABLY BE EXPECTED TO ARISE, THAT WOULD CHANGE ANY ANSWER OR INFORMATION ON THE ORIGINAL QUESTIONNAIRE IF THE SITUATION HAD EXISTED OR BEEN ANTICIPATED AT THE TIME OF COMPLETION OF THE ORIGINAL QUESTIONNAIRE. (C) IF A FULLY AND PROPERLY COMPLETED QUESTIONNAIRE REVEALS FACTS OR OTHER INFORMATION THAT MIGHT REASONABLY INDICATE A CONFLICT OF INTEREST OR VIOLATION OF THE POLICY, THE IU HEALTH REPRESENTATIVE COMPLETING THE QUESTIONNAIRE MUST SECURE APPROVAL BY HIS/HER SUPERVISOR, EVIDENCED IN WRITING. (D) THE DEPARTMENT WILL REVIEW EACH QUESTIONNAIRE AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, WHETHER AND HOW IT SHOULD OR MAY BE ELIMINATED, AVOIDED OR MANAGED IN ORDER TO COMPLY WITH THE SPIRIT OF THE POLICY AND WITH THE BEST INTERESTS OF IU HEALTH AND ITS PATIENTS. IN MAKING THE DETERMINATION, THE CORPORATE COMPLIANCE DEPARTMENT MAY CONSULT WITH THE IU HEALTH REPRESENTATIVE'S SUPERVISOR AND OTHER APPROPRIATE INDIVIDUALS AND GROUPS. (E) THE SCOPE OF THE POLICY IS NOT LIMITED TO THOSE WHO ARE REQUIRED TO COMPLETE QUESTIONNAIRES. IF AN IU HEALTH REPRESENTATIVE IS INVOLVED IN A SITUATION OR RELATIONSHIP THAT WOULD CONSTITUTE A VIOLATION OF THE POLICY IN THE ABSENCE OF DISCLOSURE AND APPROVAL AS DESCRIBED ABOVE, THEN THE IU HEALTH REPRESENTATIVE MUST DISCLOSE THE MATTER TO HIS/HER SUPERVISOR, SECURE HIS/HER SUPERVISOR'S APPROVAL IN WRITING, AND DISCLOSE THE MATTER TO THE DEPARTMENT. OTHERWISE, THE IU HEALTH REPRESENTATIVE IS IN VIOLATION OF THE POLICY AND SUBJECT TO CORRECTIVE ACTION, UP TO AND INCLUDING TERMINATION. (F) THE CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH ONSITE COMPLIANCE PERSONNEL, MAY FROM TIME TO TIME APPOINT STANDING OR AD HOC COMMITTEES TO ASSIST IN RESOLVING ISSUES THAT ARISE UNDER PROVISIONS OF THE POLICY. Form 990, Part VI, Line 19 Required documents available to the public IU HEALTH'S ARTICLES OF INCORPORATION ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH THE INDIANA SECRETARY OF STATE'S WEBSITE. IU HEALTH'S CONFLICT OF INTEREST PROCEDURES ARE DISCLOSED ON FORM 990, SCHEDULE O. IU HEALTH'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH ITS BOND FILINGS AND AS AN ATTACHMENT TO THE FORM 990. Form 990, Part VIII, Line 2f Other Program Service Revenue Income (Loss) from Pass-Through Entities - Total Revenue: 25968407, Related or Exempt Function Revenue: 16032995, Unrelated Business Revenue: 9935412, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Rent from related 501(c)(3) organizations - Total Revenue: 17476228, Related or Exempt Function Revenue: 17476228, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Clinical research - Total Revenue: 1731794, Related or Exempt Function Revenue: 1731794, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All Other Revenue - Total Revenue: 16407583, Related or Exempt Function Revenue: , Unrelated Business Revenue: 610552, Revenue Excluded from Tax Under Sections 512, 513, or 514: 15797031; Gift Shop - Total Revenue: -2233, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -2233; Telephone - Total Revenue: 275695, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 275695; Form 990, Part IX, Line 11g Other Fees Contract services - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 10410171, Fundraising Expenses: ; IC Exp - Fully supported - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 8819962, Fundraising Expenses: ; IC Exp - Physician Patient Care - Total Expense: 51455878, Program Service Expense: 47339408, Management and General Expenses: 4116470, Fundraising Expenses: ; Fees - Professional services - Total Expense: 39559387, Program Service Expense: 36394636, Management and General Expenses: 3164751, Fundraising Expenses: ; IC Exp - Direct Support - Total Expense: 30008459, Program Service Expense: 27607782, Management and General Expenses: 2400677, Fundraising Expenses: ; Consulting - Info Srvcs - Total Expense: 23285500, Program Service Expense: 21422660, Management and General Expenses: 1862840, Fundraising Expenses: ; Fees - Sendout Testing - Total Expense: 22859422, Program Service Expense: 21030668, Management and General Expenses: 1828754, Fundraising Expenses: ; Lab Services - Total Expense: 17784365, Program Service Expense: 16361616, Management and General Expenses: 1422749, Fundraising Expenses: ; Consulting - Other - Total Expense: 14434725, Program Service Expense: 13279947, Management and General Expenses: 1154778, Fundraising Expenses: ; IC Exp - Med Dir Fee - Total Expense: 11930497, Program Service Expense: 10976057, Management and General Expenses: 954440, Fundraising Expenses: ; Other Fees - Total Expense: 32193427, Program Service Expense: 29243879, Management and General Expenses: 2949548, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances MARK-TO-MARKET ON INTEREST RATE SWAPS - 50258521; Net Asset Transfers from Merged or Dissolutions - 11096975; Net Asset Transfers due to acquisition - 880687; Net asset transfer (settlement of debt) - related entities - -XXX-XX-XXXX; Miscellaneous changes in net assets - -2709139; Schedule F, Part I, Line 3 ACTIVITIES PER REGION THE AMOUNTS REPORTED ON SCHEDULE F, PART I, LINE 3 INCLUDE THE BOOK VALUES OF FOREIGN INVESTMENTS, INSURANCE PREMIUMS PAID DIRECTLY TO AN OFF-SHORE CAPTIVE, AND TRAVEL AND RELATED EXPENSES PAID TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES. FORM 990, PART VII, SECTION B, LINE 1 COMP OF FIVE HIGHEST PAID IND. CON FA WILHELM CONSTRUCTION COMPANY, INC. INCLUDES GOOD AND SERVICES ASSOCIATED WITH VARIOUS CONSTRUCTION PROJECTS. THESE WERE NOT EASILY SEPARATED FOR REPORTING ON FORM 990. THE $74,504,336 BEING REPORTED INCLUDES BOTH GOODS AND SERVICES PAID. IU HEALTH MANAGEMENT LLC 947 N Meridian St Ste 800 Indianapolis IN 46204 800141954 MANAGEMENT IN 6940125 0 IUH 1402 CAPITOL PARTNERS LLC 948 N Meridian St Ste 800 Indianapolis IN 46204 834187736 REAL ESTATE IN 0 0 IUH 1234 CAPITOL PARTNERS LLC 949 N Meridian St Ste 800 Indianapolis IN 46204 834053020 REAL ESTATE IN 0 0 IUH Cumberland Avenue Associates LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 351955872 Real Estate IN 0 0 IUH Senate Health Plans Solutions LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 273736054 Administrative Services IN 13305261 1482910 IUH Workplace Health Services LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 200994452 Occ. Health Svc. 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