2024-11-12T13:53:13+00:00 2023-12-31 990 2023-01-01 356043086 Indiana University Health Foundation Inc INDI 3179621777 1633 N CAPITOL AVE 1200 INDIANAPOLIS IN 46202 CRYSTAL MILLER PRESIDENT 2024-11-12 2023 2024-10-15 13:58:12Z CRYSTAL MILLER 1633 N CAPITOL AVE 1200 INDIANAPOLIS IN 46202 132589404 false X HTTPS://IUHEALTH.ORG/IU-HEALTH-FOUNDATION X 1961 IN INDIANA UNIVERSITY HEALTH FOUNDATION LEVERAGES THE POWER OF PHILANTHROPY TO SUPPORT THE IU HEALTH GOAL OF MAKING INDIANA ONE OF THE HEALTHIEST STATES IN THE NATION. 16 12 0 231 0 0 29130327 29594647 1038163 0 2691199 15125259 411473 1060325 33271162 45780231 28428548 24830095 0 0 606488 439013 452981 544028 376752 29579064 25645860 3692098 20134371 301824349 347134074 19318046 22244277 282506303 324889797 INDIANA UNIVERSITY HEALTH FOUNDATION LEVERAGES THE POWER OF PHILANTHROPY TO SUPPORT THE IU HEALTH GOAL OF MAKING INDIANA ONE OF THE HEALTHIEST STATES IN THE NATION. false false 24836158 24830095 AS A SUPPORTING ORGANIZATION FOR IU HEALTH INC. AND ITS AFFILIATED ORGANIZATIONS, THE INDIANA UNIVERSITY HEALTH FOUNDATION, INC. PROVIDED OVER $26 MILLION IN FUNDING TO IU HEALTH INC. AND ITS AFFILIATED ORGANIZATIONS FOR IMPORTANT COMMUNITY HEALTH INITIATIVES DURING 2023. 24836158 true true false false false false false false true false true false true true true false true false false false false false true true false false true false true false false false false false false false false true false false false false true true true false false true 0 0 0 false false false false false true true false false false false false false X 16 12 false false false false true true true true true false false true true true true true true false false false IN X CRAIG J JONES 3179634842 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 Aman Brar DIRECTOR/VICE CHAIR 1.0 0 X X 0 0 0 CRYSTAL H MILLER PRESIDENT/SECRETARY 55.0 0 X X 0 510649 116872 GARY D HENRIOTT DIRECTOR/CHAIR 1.0 6.0 X X 0 7500 0 ALAN HENDERSON DIRECTOR 1.0 0 X 0 0 0 BROWNSYNE TUCKER EDMONDS MD DIRECTOR 1.0 54.0 X 0 567534 32815 DEBORAH F TOBIAS Director 1.0 0 X 0 0 0 DENNIS M MURPHY DIRECTOR 1.0 60.0 X 0 3987200 982839 Denny Sponsel Director 1.0 0 X 0 0 0 GINA GIACONE Director 1.0 0 X 0 0 0 JAMES A DAVLIN V Director 1.0 6.0 X 0 37500 0 Jim Marcuccilli Director 1.0 0.0 X 0 0 0 MICHAEL J FISHER Director 1.0 8.0 X 0 0 0 Mitesh Shah MD Director 1.0 54.0 X 0 1211352 34863 SHELLY SCHWARZ DIRECTOR 1.0 0 X 0 0 0 STEPHEN MOORE MD DIRECTOR 1.0 0 X 0 0 0 WILLIAM R RINGO Director 1.0 0 X 0 0 0 JOHN HUESING TREASURER 2.0 53.0 X 0 444336 78185 Heather Perdue Vice President, Campaigns and Philanthropy 50.0 0.0 X 0 187629 33137 JAMI MARSH Vice President, Strategy and Philanthropy 50.0 0 X 0 184580 35761 WENDY MEHRINGER VICE PRESIDENT, OPERATIONS 50.0 0 X 0 247221 47376 LAURA PICKETT FORMER OFFICER 0.0 50.0 X 0 314654 56351 0 7700155 1418199 0 true true false 0 688114 15483163 13423370 248620 29594647 0 0 0 0 0 8352434 8352434 0 0 92783082 86010257 6772825 0 6772825 6772825 854099 688114 798916 55183 55183 ALL OTHER REVENUE 900099 1005142 1005142 0 0 0 0 1005142 45780231 0 0 16185584 24830095 24830095 439013 439013 349637 349637 27115 6063 7084 13968 0 0 0 0 25645860 24836158 356721 452981 8150626 11411619 6375305 9922579 3349455 5553250 0 0 0 0 0 0 0 0 158839884 187932360 103722232 109154006 0 21386847 23160260 301824349 347134074 6185489 6616105 8043231 6136944 0 0 5089326 9491228 19318046 22244277 X 167560185 195540489 114946118 129349308 282506303 324889797 301824349 347134074 X 20134371 21183776 -445599 1510946 X false true X true false X X 15 INDIANA UNIVERSITY HEALTH 351955872 3 true 12583843 0 INDIANA UNIVERSITY HEALTH ARNETT 263162145 3 false 1036064 0 INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL 350867958 3 false 6022122 0 INDIANA UNIVERSITY HEALTH BALL MEMORIAL PHYSICIANS 351925641 9 false 987382 0 INDIANA UNIVERSITY HEALTH BEDFORD 237042323 3 false 11174 0 INDIANA UNIVERSITY HEALTH BLACKFORD 010646166 3 false 50747 0 INDIANA UNIVERSITY HEALTH BLOOMINGTON 351720796 3 false 1455529 0 INDIANA UNIVERSITY HEALTH CARE ASSOCIATES 351747218 9 false 1914621 0 INDIANA UNIVERSITY HEALTH FRANKFORT 815174295 3 false 1192 0 INDIANA UNIVERSITY HEALTH JAY 822736786 3 false 173397 0 INDIANA UNIVERSITY HEALTH NORTH HOSPITAL 351932442 3 false 144568 0 INDIANA UNIVERSITY HEALTH PAOLI 352090919 3 false 49090 0 INDIANA UNIVERSITY HEALTH TIPTON HOSPITAL 262772226 3 false 29286 0 INDIANA UNIVERSITY HEALTH WEST HOSPITAL 351814660 3 false 365849 0 INDIANA UNIVERSITY HEALTH WHITE MEMORIAL HOSPITAL 273532963 3 false 5230 0 15 24830094 0 false false false false false true false false false false false false false false false true true Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name THE AMENDED AND RESTATED ARTICLES OF INCORPORATION OF IU HEALTH FOUNDATION, INC. (THE FOUNDATION) PROVIDE THAT THE FOUNDATION SUPPORTS INDIANA UNIVERSITY HEALTH AND A CLASS OF SUPPORTED ORGANIZATIONS DESIGNATED BY PURPOSE (I.E. ALL HOSPITALS IN THE STATE OF INDIANA THAT ARE DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(III) OF THE CODE AND OPERATED, SUPERVISED, OR CONTROLLED DIRECTLY BY OR IN CONNECTION WITH INDIANA UNIVERSITY HEALTH). THIS CLASS INCLUDES: INDIANA UNIVERSITY HEALTH, INC. INDIANA UNIVERSITY HEALTH ARNETT, INC. INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. INDIANA UNIVERSITY HEALTH BEDFORD, INC. INDIANA UNIVERSITY HEALTH BLOOMINGTON, INC. INDIANA UNIVERSITY HEALTH BLACKFORD, INC. INDIANA UNIVERSITY HEALTH JAY, INC. INDIANA UNIVERSITY HEALTH FRANKFORT, INC. INDIANA UNIVERSITY HEALTH PAOLI, INC. INDIANA UNIVERSITY HEALTH NORTH HOSPITAL, INC. INDIANA UNIVERSITY HEALTH TIPTON, INC. INDIANA UNIVERSITY HEALTH WEST, INC. INDIANA UNIVERSITY HEALTH WHITE MEMORIAL HOSPITAL, INC. THIS DESIGNATION ACCOMPLISHES INDIANA UNIVERSITY HEALTH'S OBJECTIVE OF PROVIDING AN INTEGRATED, STATEWIDE APPROACH TO CHARITABLE SUPPORT FOR ITS AFFILIATED HOSPITALS THROUGHOUT THE STATE OF INDIANA. Schedule A, Part IV, Section A, Line 6 Support to other supported orgs THE IU HEALTH FOUNDATION MADE GRANTS TO IU HEALTH CARE ASSOCIATES, INC. AND IU HEALTH BALL MEMORIAL PHYSICIANS, INC., 501(c)(3) organizations controlled by IU Health, Inc., WHICH EMPLOY PHYSICIANS WHO PROVIDE MEDICAL CARE AT HOSPITALS UNDER THE IU HEALTH UMBRELLA. Schedule A, Part IV, Section B, Line 2 Benefit Of Supp. Org. Other Than The One Operating The Org. THE FOUNDATION IS CONTROLLED BY INDIANA UNIVERSITY HEALTH, INC. AND IT OPERATES FOR THE BENEFIT OF INDIANA UNIVERSITY HEALTH AND A CLASS OF ADDITIONAL SUPPORTED ORGANIZATIONS DEFINED TO INCLUDE HOSPITALS IN THE STATE OF INDIANA THAT ARE DESCRIBED IN SECTION 509(A)(1) AND SECTION 170(B)(1)(A)(III) OF THE CODE AND OPERATED, SUPERVISED, OR CONTROLLED DIRECTLY BY OR IN CONNECTION WITH INDIANA UNIVERSITY HEALTH, INC. THE FOUNDATION'S OPERATION FOR THE BENEFIT OF THIS CLASS OF SUPPORTED ORGANIZATIONS, IN ADDITION TO OPERATING FOR THE BENEFIT OF INDIANA UNIVERSITY HEALTH, INC. CARRIES OUT INDIANA UNIVERSITY HEALTH'S PURPOSES BECAUSE EACH OF THE ADDITIONAL SUPPORTED ORGANIZATIONS BY DEFINITION IS A CODE SECTION 509(A)(1) / 170(B)(1)(A)(III) HOSPITAL THAT ITSELF IS OPERATED, SUPERVISED, OR CONTROLLED DIRECTLY BY OR IN CONNECTION WITH INDIANA UNIVERSITY HEALTH, INC. THE SUPPORT PROVIDED TO IU HEALTH CARE ASSOCIATES, INC. AND IU HEALTH BALL MEMORIAL PHYSICIANS, INC., 501(C)(3) ORGANIZATIONS, WHICH ARE CONTROLLED ENTITIES OF INDIANA UNIVERSITY HEALTH, INC., DIRECTLY SUPPORTS THE PROVISION OF MEDICAL SERVICES PROVIDED BY THE SUPPORTED ORGANIZATION THAT OPERATES, SUPERVISES, AND CONTROLS THE SUPPORTING ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74028172 9852233 12265505 2099540 94046370 77430053 7123004 -5917096 4607789 74028172 68282432 5032007 6237899 2122285 77430053 47104325 16968647 5428950 1219490 68282432 46662192 455432 1865857 1879156 47104325 0.1079 0.8921 0.0 true false ALLOC. OF POOLED INVESTMENTS 109154006 F 109154006 BENEFICIAL INT PERPETUAL TRUST 12384104 BENEFICIAL INT CHART REMAIN TRUST 6537904 OTHER ASSETS 4238252 23160260 DUE ON SPLIT INTEREST AGREEMENTS 3948775 FUNDS HELD FOR OTHERS 5542453 9491228 X Schedule D, Part V, Line 4 Intended uses of endowment funds THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE RESEARCH, EDUCATION PROGRAMS AND EQUIPMENT OF INDIANA UNIVERSITY HEALTH WHICH WILL ENABLE IT TO CONTINUE PROVIDING INNOVATIVE AND BEST PRACTICE PROCEDURES TO PATIENTS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Internal Revenue Service has determined that the Foundation is a tax-exempt organization as defined in Section 501(c)(3) of the Internal Revenue Code (IRC). The Foundation is, however, subject to federal and state income taxes on unrelated business income under the provisions of IRC Section 511. Income taxes from unrelated business activities of the organization are not significant to the accompanying financial statements. X X X X X X true Plus Delta Partners 6965 El Camino Real Suite 105-488 Carlsbad CA 92009 Donor Engagement Process training/consultation false 0 8361 -8361 Innovative Partnership Group LLC 11111 Santa Monica Blvd Ste 820 Los Angeles CA 90025 Corporate Partnership Strategy false 0 235171 -235171 AKM GRANT WRITING 13977 Washita Court Carmel IN 46033 GRANT APPLICATION ASSISTANCE false 0 30030 -30030 BENTZ WHALEY FLESSNER & ASSOC 7900 Xerxes Avenue South Suite 980 Minneapolis MN 55431 Campaign Planning/Strategy false 0 85351 -85351 WORDS FOR GOOD 5694 Morris Hunt Drive Fort Mill SC 29708 Grant application assistance false 0 60000 -60000 Foster Avenue (Formerly Snavely Associates) 112 W Foster Ave State College PA 16801 Campaign Planning false 0 20100 -20100 0 439013 -439013 IN MI OH REV INDY 1542213 688114 854099 798916 0 0 1542213 688114 854099 798916 798916 55183 true Indiana University Health Arnett Inc 950 N Meridian St Ste 800 Indpls IN 46204 263162145 501(c)(3) 1036064 Hospital Programs Support Indiana University Health Ball Memorial Hospital Inc 950 N Meridian St Ste 800 Indpls IN 46204 350867958 501(c)(3) 6022122 General support Indiana University Health Ball Memorial Physicians Inc 950 N Meridian St Ste 800 Indpls IN 46204 351925641 501(c)(3) 987382 Hospital Programs Support Indiana University Health Bedford Inc 950 N Meridian St Ste 800 Indpls IN 46204 237042323 501(c)(3) 11174 Hospital Programs Support Indiana University Health Blackford Inc 950 N Meridian St Ste 800 Indpls IN 46204 010646166 501(c)(3) 50747 Hospital Programs Support Indiana University Health Bloomington Inc 950 N Meridian St Ste 800 Indpls IN 46204 351720796 501(c)(3) 1455529 Hospital Programs Support Indiana University Health Care Associates Inc 950 N Meridian St Ste 800 Indpls IN 46204 351747218 501(c)(3) 1914621 General support Indiana University Health Frankfort Inc 950 N Meridian St Ste 800 Indpls IN 46204 815174295 501(c)(3) 1192 Hospital Programs Support Indiana University Health Jay Inc 950 N Meridian St Ste 800 Indpls IN 46204 822736786 501(c)(3) 173397 Hospital Programs Support Indiana University Health North Inc 950 N Meridian St Ste 800 Indpls IN 46204 351932442 501(c)(3) 144568 Hospital Programs Support Indiana University Health Paoli Inc 950 N Meridian St Ste 800 Indpls IN 46204 352090919 501(c)(3) 49090 Hospital Programs Support Indiana University Health Tipton Inc 950 N Meridian St Ste 800 Indpls IN 46204 262772226 501(c)(3) 29286 Hospital Programs Support Indiana University Health West Inc 950 N Meridian St Ste 800 Indpls IN 46204 351814660 501(c)(3) 365849 Hospital Programs Support Indiana University Health White Memorial Hospital Inc 950 N Meridian St Ste 800 Indpls IN 46204 273532963 501(c)(3) 5230 Hospital Programs Support Indiana University Health Inc 950 N Meridian St Ste 800 Indpls IN 46204 351955872 501(c)(3) 12583843 Hospital Programs Support 15 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. IU HEALTH FOUNDATION USES FUNDS GENERATED FROM RETURN ON INVESTMENTS TO CREATE INTERNAL GRANT MAKING DOLLARS. A GRANTS APPLICATION PROCESS IS CONDUCTED WHERE REGIONS CAN SUBMIT PROPOSALS FOR GRANT AWARDS USED IN THE FOLLOWING FISCAL YEAR. THE PHILANTHROPY COUNCIL FOR EACH REGION REVIEWS AND APPROVES GRANT AWARDS FOR USE. IU HEALTH FOUNDATION THEN NOTIFIES APPLICANTS AND HAVE THEM SIGN AN AWARD LETTER CONFIRMING PROJECT SCOPE AND TOTAL DOLLARS AWARDED. AS REGIONAL ENTITIES EXPEND THE FUNDS, IU HEALTH FOUNDATION ISSUES REIMBURSEMENTS AND PREPARES A MID-YEAR AND FULL YEAR REPORT ONCE THE GRANT IS COMPLETED TO SHOW GRANT OUTCOMES. false true false false false false false false false CRYSTAL H MILLER PRESIDENT/SECRETARY 0 399473 0 107834 0 3342 0 83400 0 33472 0 627521 0 0 DENNIS M MURPHY DIRECTOR 0 1988320 0 1396065 0 602815 0 920584 0 62255 0 4970039 0 422762 Mitesh Shah MD Director 0 1210852 0 500 0 0 0 3723 0 31140 0 1246215 0 0 BROWNSYNE TUCKER EDMONDS MD DIRECTOR 0 402797 0 163927 0 810 0 10120 0 22695 0 600349 0 0 LAURA PICKETT FORMER OFFICER 0 283808 0 30361 0 486 0 9668 0 46683 0 371006 0 0 JOHN HUESING TREASURER 0 398901 0 43113 0 2322 0 13200 0 64985 0 522521 0 0 JAMI MARSH Vice President, Strategy and Philanthropy 0 166203 0 17570 0 806 0 7546 0 28216 0 220341 0 0 Heather Perdue Vice President, Campaigns and Philanthropy 0 168124 0 19142 0 363 0 7774 0 25363 0 220766 0 0 WENDY MEHRINGER VICE PRESIDENT, OPERATIONS 0 231047 0 15654 0 520 0 10247 0 37129 0 294597 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DENNIS M. MURPHY AND CRYSTAL H. MILLER PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN 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. THE EXECUTIVES LISTED ABOVE 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 EXECUTIVE HAS 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 ($586,627) 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. X 6 188520 Market value X Racing Event Related Goods 2 26500 Market value X Other Various Donated Goods 3 33600 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Food inventory - Food and Beverage Related Goods - Cups, plates, napkins, forks, and spoons - Food service dispensers and disposables - Donated all liquor and wine for Rev - 1,500 Tony Kanaan Juices, 2,500 Cold-Pressed Cocktail by Simplicity (500 Whiskey Smash, 500 Paloma, 500 Pink Vodka, 500 Golden Colada, and 500 Margaritas) - Sponsor tasting on 3/22/23 and barrels for each sponsor - 115 cases of beer and 500 Sun King $5 gift cards Other - Racing Event Related Goods - Parking passes, envelopes, programs, and driver cut outs - Racing helmets Other - Other Various Donated Goods - 5 rooms, 5 VIP amenities, 250 Conrad spa gifts, and 1k Conrad slippers - All landscaping for Rev/Plants and lawn decorations - Candles and diffusers Form 990, Part VI, Line 6 Classes of members or stockholders INDIANA UNIVERSITY HEALTH, A TAX-EXEMPT CHARITABLE ORGANIZATION, IS THE SOLE MEMBER OF INDIANA UNIVERSITY HEALTH FOUNDATION. IU HEALTH APPROVES THE APPOINTMENT OF ALL MEMBERS OF THE BOARD OF DIRECTORS AND APPROVES SIGNIFICANT DECISIONS OF THE BOARD. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body INDIANA UNIVERSITY HEALTH, A TAX-EXEMPT CHARITABLE ORGANIZATION, IS THE SOLE MEMBER OF INDIANA UNIVERSITY HEALTH FOUNDATION. INDIANA UNIVERSITY HEALTH CAN DESIGNATE AN OFFICER, DIRECTOR, OR OTHER PERSON TO VOTE OR OTHERWISE ACT ON ITS BEHALF AS THE SOLE MEMBER. WHEN VACANCIES OCCUR ON THE BOARD OF DIRECTORS, THE NOMINATING COMMITTEE OF THE FOUNDATION SHALL NOMINATE CANDIDATES AND THE MEMBER OF THE FOUNDATION ELECTS THEM INTO OFFICE. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders INDIANA UNIVERSITY HEALTH MUST APPROVE THE FOLLOWING DECISIONS: 1. THE ARTICLES OF INCORPORATION MAY BE ALTERED, AMENDED OR REPEALED ONLY UPON THE AFFIRMATIVE VOTE OF THE MEMBER. 2. IF THE FOUNDATION IS DISSOLVED, ITS ASSETS MUST BE TRANSFERRED OR CONVEYED FOR CHARITABLE HEALTH CARE RELATED PURPOSES TO ONE OR MORE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE SELECTED BY THE MEMBER. Form 990, Part VI, Line 11b Review of form 990 by governing body A THOROUGH PROCESS WAS USED BY INDIANA UNIVERSITY HEALTH FOUNDATION TO REVIEW THE FORM 990 AND RELATED SCHEDULES PRIOR TO ITS FILING. THE PRESIDENT REVIEWED AND APPROVED THE FORM 990. FOLLOWING THAT REVIEW AND APPROVAL, A COMPLETE COPY OF THE FORM 990 WAS MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO ITS FILING. Form 990, Part VI, Line 12c Conflict of interest policy IU HEALTH FOUNDATION FOLLOWS IU HEALTH'S CONFLICT OF INTEREST POLICY. IU HEALTH'S CONFLICT OF INTEREST POLICY INCLUDES THE FOLLOWING PROVISIONS: 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 FOUNDATION ARTICLES OF INCORPORATION ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH THE INDIANA SECRETARY OF STATE'S WEBSITE. IU HEALTH FOUNDATION CONFLICT OF INTEREST PROCEDURES ARE DISCLOSED ON THE FORM 990, SCHEDULE O. IU HEALTH FOUNDATION IS A SUBSIDIARY IN IU HEALTH'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS. IU HEALTH'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH ITS BOND FILINGS AND AS AN ATTACHMENT TO IU HEALTH'S FORM 990. IU HEALTH FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE POSTED ON ITS WEBSITE AT HTTPS://IUHEALTH.ORG/IU-HEALTH-FOUNDATION/ABOUT-US/ANNUAL-REPORT. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in value of beneficial interest and split interest agreements - 1629974; UNCOLLECTIBLE PLEDGES - -119028; FORM 990, PART VI, LINE 7 DELEGATE BROAD AUTHORITY TO A COMM. THE ORGANIZATION'S EXECUTIVE COMMITTEE SHALL CONSIST OF TWO OR MORE DIRECTORS OF THE GOVERNING BODY. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE POWERS OF THE BOARD OF DIRECTORS. PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMP. IU HEALTH AND OTHER RELATED ENTITIES HAVE A PROCESS IN PLACE TO DETERMINE THE COMPENSATION FOR THE IU HEALTH FOUNDATION OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES. IU HEALTH HUMAN RESOURCES USES MARKET DATA FROM MULTIPLE COMPENSATION EXPERTS/VENDORS WHO UTILIZE A VARIETY OF METHODS AND PROCEDURES TO OBTAIN COMPENSATION RANGES FOR COMPARABLE OFFICER AND EMPLOYEE POSITIONS. THIS MARKET DATA AND MULTIPLE OTHER FACTORS (INCLUDING MARKET PAY BENCHMARKS, INTERNAL EQUITY, CANDIDATE/EMPLOYEE QUALIFICATIONS & PERFORMANCE, AND BUSINESS NEEDS) ARE USED TO RECOMMEND COMPENSATION RANGES FOR ITS OFFICERS AND OTHER EMPLOYEES, WHICH ARE THEN USED AS A GUIDE FOR SETTING REASONABLE COMPENSATION BY MANAGEMENT. INDIANA UNIVERSITY HEALTH INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 46204 351955872 HEALTHCARE IN 501(c)(3) 3 NA false IU HEALTH ARNETT INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 46204 263162145 HEALTHCARE IN 501(c)(3) 3 IUH true IU HEALTH BALL MEMORIAL HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 46204 350867958 HEALTHCARE IN 501(c)(3) 3 IUH true IU HEALTH BEDFORD INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 46204 237042323 HEALTHCARE IN 501(c)(3) 3 IUH true IU HEALTH BLOOMINGTON INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 46204 351720796 HEALTHCARE IN 501(c)(3) 3 IUH true IU HEALTH FRANKFORT INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 46204 815174295 HEALTHCARE IN 501(c)(3) 3 IUH true IU HEALTH JAY INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 46204 822736786 HEALTHCARE IN 501(c)(3) 3 IUH true IU HEALTH NORTH HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 46204 351932442 HEALTHCARE IN 501(c)(3) 3 IUH true 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