2024-11-05T08:35:12-06:00 2023-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-01-01 350988753 INDIANA HOSPITAL ASSOCIATION INC INDI 3176334870 500 N MERIDIAN STREET 250 INDIANAPOLIS IN 46204 TERRY COLE SENIOR VICE PRESIDENT, FINANCE 3176334870 2024-11-05 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2024-11-05 2023 2024-10-15 13:58:12Z TERRY COLE 500 N MERIDIAN STREET 250 INDIANAPOLIS IN 46204 15277436 0 X WWW.IHACONNECT.ORG X 1938 IN THE MISSION OF INDIANA HOSPITAL ASSOCIATION, INC. IS TO PROVIDE LEADERSHIP, REPRESENTATION, AND SERVICES IN THE COMMON BEST INTERESTS OF ITS MEMBERS AS THEY PROMOTE THE IMPROVEMENT OF COMMUNITY HEALTH STATUS. 32 31 33 31 1508654 720112 9872165 1833342 7791554 7932965 -80068 150732 3101844 1813534 20685495 11730573 8531556 46250 0 0 5716007 6040231 0 0 0 5007038 5568816 19254601 11655297 1430894 75276 15389062 16820176 4905924 5217415 10483138 11602761 X THE MISSION OF INDIANA HOSPITAL ASSOCIATION, INC. IS TO PROVIDE LEADERSHIP, REPRESENTATION, AND SERVICES IN THE COMMON BEST INTERESTS OF ITS MEMBERS AS THEY PROMOTE THE IMPROVEMENT OF COMMUNITY HEALTH STATUS. 0 0 DATA - MEMBER HOSPITALS, LAWMAKERS AND THE MEDIA ALL DEPEND ON IHA FOR DESCRIPTIVE AGGREGATE STATISTICS. IHA PREPARES PATIENT DISCHARGE STUDIES, AMBULATORY SURGERY STUDIES, AND TREND REPORTS THAT ENABLE HOSPITALS TO COMPARE LOCAL EXPERIENCES WITH NATIONAL AND STATE STATISTICS. EDUCATION - IHA PROVIDES MEMBERS WITH WEEKLY MAILINGS OF CURRENT IHA NEWS ITEMS, REGULATORY REPORTS, AND EDUCATIONAL OPPORTUNITIES. ALSO, IHA SPONSORS SEVERAL EDUCATIONAL MEETINGS THROUGHOUT THE YEAR. IHA HOSTS AN ANNUAL MEETING FOR HOSPITAL MEMBERS AND AFFILIATED SOCIETIES. ADVOCACY - IHA PROVIDES A BROAD ARRAY OF ADVOCACY SERVICES TO ASSIST THE INDUSTRY AND TO HELP MEMBERS TO COMPLY WITH FEDERAL AND STATE REGULATIONS. MEMBERS REGULARLY RECEIVE BULLETINS ON NATIONAL AND STATE REGULATORY ISSUES. IHA INTERPRETS PROPOSED AND FINAL REGULATIONS, AND ADVISES MEMBERS ON HOW TO COMPLY. FINANCIAL - TO BETTER ENSURE ADEQUATE FINANCIAL DATA FOR MEMBERS, IHA COMMUNICATES AND INTERPRETS FINANCIAL DATA FOR EXISTING MEMBERS FOR REGULATORY CHANGES AND UPDATES PROGRAMS AND OTHER SERVICES TO ITS MEMBERS. 0 1 0 1 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 30 0 1 33 1 1 1 0 0 0 1 1 0 0 0 X 32 31 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 IN X TERRY COLE 3176334870 500 N MERIDIAN STREET 250 INDIANAPOLIS IN 46204 BRIAN C TABOR PRESIDENT 37.50 3.00 X X 701115 0 87924 CAROL DOZIER CHAIRMAN 2.00 1.00 X X 0 0 0 STEVEN M HOLMAN CHAIRMAN-ELECT 2.00 1.00 X X 0 0 0 BRAD SMITH PAST CHAIRMAN 2.00 1.00 X X 0 0 0 SHAWN MCCOY SECRETARY/TREASURER 2.00 1.00 X X 0 0 0 JAMES CALLAGHAN III MD DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 THOMAS CASSADY JR DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 JASON FAHRLANDER DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 DONALD P FESKO DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 KEVIN SPEER DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 STEPHANIE HILTON-SIEBERT DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 CHRIS KARAM DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 STEVEN LONG DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 DAN PAROD DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 JOHN RYAN DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 JANICE RYBA DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 MIKE SCHROYER DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 MARK MEDLEY DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 GREG STEWART DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 TERRANCE E WILSON DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 BRIAN SHOCKNEY DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 MICHELLE FRANKLIN DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 BRIAN RING DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 STEVE JAROSINSKI DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 JOHN BOWEN DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 LARRY TRACY DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 MATT DOYLE DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 LIZ LEISING DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 ERICK FISH DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 BLAKE BUNNER DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 STEPHANIE LONG DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 ROBERT D MCLIN AHA DELEGATE 2.00 0.00 X 0 0 0 TERRY COLE SENIOR VP FINANCE 37.50 3.00 X 379963 0 69574 MATTHEW BROWNING SENIOR VP MEMBER SOLUTIONS 37.50 3.00 X 265810 0 61853 TRENT FOX VP GOVERNMENT RELATIONS 37.50 3.00 X 228658 0 58386 ANDREW VANZEE VP REGULATORY & OPERATIONS 37.50 3.00 X 220137 0 52053 LAURA BROWN DEPUTY GENERAL COUNSEL 37.50 3.00 X 215657 0 37011 KARIN KENNEDY VP QUALITY AND PATIENT SAFETY 37.50 3.00 X 208191 0 60344 2219531 0 427145 18 0 1 0 HALL RENDER KILLIAN HEATH & LYMAN P PO BOX 714570 CINCINNATI OH 452714570 LEGAL & LEGISLATIVE SERVICES 425057 HEALTH MANAGEMENT ASSOCIATES INC 2501 WOODLAKE CIRCLE STE 100 OKEMOS MI 48864 STRATEGIC ADVISING SERVICES 299103 NARRATIVE STRATEGIES 1400 L STREET STE 500 WASHINGTON DC 20005 LEGISLATIVE & COMMUNICATION SERVICES 273230 BLUE & CO LLC 500 NORTH MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 LEGISLATIVE & ACCOUNTING SERVICES 228682 INDY DATA PARTNERS PO BOX 36727 INDIANAPOLIS IN 46236 COMPUTER CONSULTING & DEVELOPMENT SERVIC 199730 8 1833342 1833342 DUES & ASSESSMENTS 900099 6786931 6786931 DATA SERVICES AND RELATED FEES 900099 808619 808619 EDUCATIONAL PROGRAMS 900099 337415 337415 7932965 257986 257986 3439609 3546863 -107254 -107254 -107254 IHA SOLUTIONS 900099 1431899 1431899 CORPORATE SPONSORS 541860 87667 68072 19595 ENDORSED SPONSORS 900099 50000 50000 243968 236808 7160 1813534 11730573 8237845 1508654 150732 X 46250 1198576 3662904 362921 530762 285068 121125 52910 55804 2542768 178019 98016 265082 212779 95921 48356 EDUCATION PROGRAM EXPEN 822062 DATA SERVICES 459786 PUBLIC RELATIONS 296903 TAXES 296578 22707 11655297 613257 755149 1828231 1462407 807880 473296 711127 759232 227063 208727 2428065 862894 1848323 1565171 9341004 11596194 12177 0 15389062 16820176 1214992 1595017 27950 103233 2059813 2242475 1603169 1276690 4905924 5217415 X 10483138 11602761 10483138 11602761 15389062 16820176 75276 1044347 0 X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 6786931 255333 255333 762504 -507171 0 1 X 229549 136115 93434 2119566 726779 1392787 78950 78950 1565171 DEFERRED COMPENSATION 24391 ROU LEASE LIABILITY 1252299 1276690 X PART IV, LINE 2B: IHA HOLDS FUNDS FOR SOCIETIES WHICH SUPPORT THE GOALS OF IHA, HAVE MEMBERS WITH POSITIONS THAT ARE HOSPITAL OR HEALTH CARE RELATED AND REPRESENT A PROFESSIONAL FUNCTION; AND, WHOSE MEMBERSHIP IS STATEWIDE. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION OR FOUNDATION HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND FOUNDATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ASSOCIATION AND FOUNDATION ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 COALITION TO PROTECT AMERICA'S HEALTH CARE 800 10TH ST NW STE 400 WASHINGTON DC 20001 522253225 501C4 10000 0 FMV GENERAL CONTRIBUTION FRIENDS OF INDIANA HOSPITALS PAC 500 N MERIDIAN ST STE 250 INDIANAPOLIS IN 46204 351620610 IRC 527 10000 0 FMV GENERAL CONTRIBUTION AMERICAN HOSPITAL ASSOCIATION 800 10TH ST NW STE 400 WASHINGTON DC 20001 360726140 501C6 10000 0 FMV GENERAL CONTRIBUTION 0 3 PART I, LINE 2: ALL CONTRIBUTIONS WERE MADE TO PUBLIC CHARITIES OR RELATED ENTITIES FOR GENERAL SUPPORT. IHA DOES NOT MONITOR THE USE OF THESE FUNDS BY THESE PUBLIC CHARITIES. X 1 1 X X X 0 1 0 BRIAN C TABOR PRESIDENT 700305 0 0 0 810 0 85869 0 2055 0 789039 0 0 0 TERRY COLE SENIOR VP FINANCE 376399 0 0 0 3564 0 42368 0 27206 0 449537 0 0 0 MATTHEW BROWNING SENIOR VP MEMBER SOLUTIONS 265000 0 0 0 810 0 33602 0 28251 0 327663 0 0 0 TRENT FOX VP GOVERNMENT RELATIONS 228247 0 0 0 411 0 28889 0 29497 0 287044 0 0 0 ANDREW VANZEE VP REGULATORY & OPERATIONS 219421 0 0 0 716 0 27149 0 24904 0 272190 0 0 0 KARIN KENNEDY VP QUALITY AND PATIENT SAFETY 207275 0 0 0 916 0 25997 0 34347 0 268535 0 0 0 LAURA BROWN DEPUTY GENERAL COUNSEL 215314 0 0 0 343 0 26039 0 10972 0 252668 0 0 0 PART I, LINE 1A THE PRESIDENT'S SOCIAL CLUB DUES WERE PAID FOR BY IHA; THIS BENEFIT WAS NOT INCLUDED IN TAXABLE COMPENSATION TO THE INDIVIDUAL. PART I, LINE 4B BRIAN TABOR PARTICIPATED IN A 457F SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. TAXABLE COMPENSATION WAS RECOGNIZED DURING THE YEAR IN WHICH A PAYMENT IS MADE. HIS COMPENSATION FOR 2023 INCLUDES A DEFERRED PAYOUT OF $43,501 WHICH ALSO INCLUDES INTEREST. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION'S MEMBERSHIPS CONSISTS OF 2 TYPES: TYPE 1 MEMBERSHIPS INCLUDE HOSPITALS WHICH ARE LICENSED OR DEFINED AS HOSPITALS UNDER INDIANA LAW, MULTI-HOSPITAL SYSTEMS, ORGANIZATIONS OR DELIVERY ENTITIES WHICH HAVE EFFECTIVE LEGAL CONTROL OF ONE OR MORE HOSPITALS, OR COMMUNITY MENTAL HEALTH CENTERS DEFINED UNDER STATE LAW. TYPE II MEMBERSHIPS INCLUDE FREE-STANDING HEALTH CARE PROVIDER ORGANIZATIONS OR ENTITIES, OTHER THAN HOSPITALS, THAT PROVIDE AMBULATORY, PREVENTIVE, REHABILITATIVE, SPECIALTY, POST-ACUTE, OR CONTINUING DIRECT PATIENT CARE. ONLY TYPE 1 MEMBERS HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS OF REVIEWING THE FORM 990 INCLUDES A REVIEW BY THE FINANCE OFFICER OF IHA. A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY IS MONITORED AND COMPLIANCE ENFORCED. THE SCOPE OF THIS POLICY INCLUDES THE BOARD MEMBERS AND MANAGEMENT OF THE ASSOCIATION. THE BOARD MEMBERS AND MANAGEMENT OF THE ASSOCIATION ARE REQUIRED TO PROVIDE A CONFLICT OF INTEREST DISCLOSURE REPORT WHICH IS REVIEWED BY THE ASSOCIATION'S GENERAL LEGAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: CEO COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE USING SURVEY INFORMATION OBTAINED FROM OTHER STATE HOSPITAL ASSOCIATIONS AND CURRENT MARKET CONDITIONS. THIS PROCESS IS PERFORMED ANNUALLY. LINE 15B: OTHER OFFICERS AND KEY EMPLOYEES' COMPENSATION IS SET BASED ON A REVIEW OF SURVEY INFORMATION OBTAINED FROM OTHER STATE HOSPITAL ASSOCIATIONS, AS WELL AS A VOLUNTARY SURVEY OF INDIANA HOSPITALS CONDUCTED BY IHA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTING 1,520,814. PURCHASED SERVICES 1,021,954. IHA SOLUTIONS LLC 500 N MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46204 472176624 HOSPITAL MEMBER CENTRALIZED SERVICES IN 1431898 2534639 INDIANA HOSPITAL ASSOCIATION INC THE ALBERT & GRACE HAHN FOUNDATION 500 N MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46204 356020062 RESEARCH & EDUCATION IN 501(C)(3) PF INDIANA HOSPITAL ASSOCIATION 1 IHA HOSPITAL ASSISTANCE FOUNDATION INC 500 N MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46204 455573749 SUPPORT THE IMPROVEMENT OF CARE AND TREATMENT OF INDIANA HOSPITAL PATIENTS IN 501(C)(3) LINE 7 INDIANA HOSPITAL ASSOCIATION 1 INDIANA HEALTH INFORMATION EXCHANGE INC 846 N SENATE AVENUE NO 300 INDIANAPOLIS IN 46202 364550324 USE INFORMATION TECHNOLOGY TO SUPPORT HEALTH CARE PROVIDERS IN 501(C)(3) LINE 12A, I 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0