2025-11-13T14:15:36+00:00 2024-12-31 990 2024-01-01 351720796 Indiana University Health Bloomington Inc INDI 3179634842 950 N MERIDIAN STREET 1200 INDIANAPOLIS IN 46204 MICHAEL L CRAIG VP & CFO 2025-11-13 2024 2025-03-06 01:10:19Z BRIAN T SHOCKNEY 950 N MERIDIAN STREET 1200 INDIANAPOLIS IN 46204 828733563 false X SEE SCHEDULE O X 1988 IN Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states. 13 7 2709 156 100995 9245311 11126717 750052646 751146989 12831788 15939580 867037 1858506 772996782 780071792 1162839 780349 0 349958566 422573462 0 0 428527030 376898550 779648435 800252361 -6651653 -20180569 844395516 841673156 97023019 99531375 747372497 742141781 X Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states. false false 747710461 780349 733035473 INDIANA UNIVERSITY HEALTH BLOOMINGTON, INC. ("IU HEALTH BLOOMINGTON") IS A 185-BED FULL SERVICE HOSPITAL THAT OFFERS A BROAD RANGE OF SERVICES TO CARE FOR ITS PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. BASED UPON THE VALUES OF TRUST, EXCELLENCE, ACCOUNTABILITY, AND MUTUAL RESPECT, IU HEALTH BLOOMINGTON ENHANCES THE HEALTH OF ITS PATIENTS AND COMMUNITY IN SOUTH-CENTRAL INDIANA BY ADVANCING THE ART AND SCIENCE OF MEDICINE THROUGH THE USE OF NEW TECHNOLOGIES, PROCEDURES, AND CARE. 10285158 0 10083295 IU Health Bloomington provides services to related tax-exempt organizations and one related government entity. IU Health entities 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. 8144014 0 7984175 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. 44928 0 44046 Rent from Related 501(c)(3) Organization. 44928 44046 766184561 true true false true false false false false false false true false false false true true false true false false false false false false false false true true true false true false false false false false false false false true false false false false false true true true true false false true 0 0 2709 true true true false false false false false false false false false false false X 13 7 false false false false true true true true true false false false true true true true true true false false true true IN X CRAIG J JONES 3179634842 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 DENZIL ROSS MD Director/President (SCR) (Part Year) 15.0 35.0 X X 0 660820 141155 JACK A KENWORTHY DIRECTOR/CHAIR 2.0 4.0 X X 0 9000 0 JOHN SPARZO MD Director/President (Part Year)/CMO (SCR) (Part Year) 25.0 30.0 X X 521174 0 63820 JOYCE B POLING DIRECTOR/SECRETARY 2.0 4.0 X X 0 8000 0 JULIE MINTON DIRECTOR/Treasurer 2.0 4.0 X X 0 5000 0 RICHARD G HENDRICKSON MD DIRECTOR/Vice Chair 2.0 6.0 X X 0 3600 0 BRYAN HOFF MD DIRECTOR 2.0 4.0 X 658320 0 82816 CORINNA REPETTO MD Director 51.0 4.0 X 335475 0 80504 DANIEL J PETERSON DIRECTOR 2.0 4.0 X 0 0 0 HOJJAT M SHAMLOO MD DIRECTOR 53.0 2.0 X 692410 4000 66383 JAMES J LAUGHLIN MD DIRECTOR 53.0 2.0 X 20415 0 456 JANET F PERRY DIRECTOR 2.0 4.0 X 0 0 0 KEVIN B GEBKE MD DIRECTOR 2.0 53.0 X 0 971536 151102 LYNN H COYNE DIRECTOR 2.0 4.0 X 0 0 0 MOHAN SHENOY MD Director 51.0 4.0 X 768403 5000 65247 VANESSA MCCLARY DIRECTOR 2.0 4.0 X 0 0 0 MICHAEL L CRAIG VP & CFO (SCR) 5.0 50.0 X 0 375821 65857 ALAN W BIGGS VP & COO (SCR) (PART YEAR) 35.0 20.0 X 243099 0 9954 BRECHIN NEWBY MD Chief Physician Executive (SCR) 10.0 45.0 X 457578 0 26749 BRUCE R WADE VP - HUMAN RESOURCES (SCR) 35.0 20.0 X 0 253974 69763 CYNTHIA R HERRINGTON VP & CNO (SCR) 35.0 20.0 X 343081 0 51826 DEREK B FIELDS VP - Prof Services (SCR) (Part Year) / COO (PART YEAR) 50.0 10.0 X 259467 0 33324 LARRY R BAILEY COO (SCR) (PART YEAR) 10.0 40.0 X 0 299844 67511 BRET J SPIER MD PHYSICIAN 50.0 0 X 1050508 0 49316 BRYAN E MCDONNELL MD Physician 50.0 0 X 1054763 0 75000 JASON VOORHIES MD PHYSICIAN 50.0 0 X 1296732 0 71830 JONATHAN W SURDAM MD PHYSICIAN 50.0 0 X 961050 0 59644 TODD EADS MD PHYSICIAN 50.0 0 X 1274090 0 50016 BRIAN T SHOCKNEY FORMER OFFICER 10.0 45.0 X 0 1330269 225805 PAUL M CALKINS MD FORMER KEY EMPLOYEE 10.0 45.0 X 0 355971 52208 9936565 4282835 1560286 true true false 0 2440184 8659896 26637 11126717 NET PATIENT SERVICE REVENUE 622110 733035473 733035473 SHARED SERVICES 541900 10083295 10083295 PHARMACY 446110 7984175 7883180 100995 RENT FROM RELATED 501(C)(3) ORGS. 532000 44046 44046 0 0 0 0 751146989 7134015 7134015 1047666 1047666 0 1047666 1047666 54093841 3373495 47180141 1481630 6913700 1891865 8805565 8805565 All Other Revenue 900099 659684 659684 EDUCATION 900099 151156 151156 0 0 0 0 810840 780071792 751045994 100995 17798086 X 780349 780349 5827212 5630723 196489 185600 179342 6258 351278070 339433261 11844809 10861583 10495339 366244 34914529 33737240 1177289 19506468 18848726 657742 71632 71632 225066 112533 112533 23874 23874 364461 364461 143010656 133650207 9360449 0 459952 459952 2774542 2588288 186254 1453118 726559 726559 21321318 21321318 458928 428120 30808 231 231 31588608 30100413 1488195 6860451 6860451 DRUGS AND MEDICAL SUPPLIES 132442243 132442243 BAD DEBT 7488169 7488169 Hospital Assessment Fee 25544448 25544448 Noncapitalized Equipment 260137 247669 12468 2550716 2429383 121333 0 800252361 766184561 34067800 0 13809143 10221885 1011844 985576 78450838 66882736 0 0 0 0 3388511 3131710 12788362 15492945 10311769 9835106 625245411 160163588 487190657 465081823 230752842 262937356 0 1252077 1664546 5439473 5439473 0 0 844395516 841673156 50524514 39037735 0 641718 0 0 8941 46498505 59842981 97023019 99531375 X 747372497 742141781 747372497 742141781 844395516 841673156 X -20180569 14456728 493125 X false true true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 23874 23874 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY IU Health Bloomington paid institutional membership dues to the American Hospital Association ("AHA"), Indiana Hospital Association ("IHA"), The Greater Bloomington Chamber of Commerce, and 340B Health during 2024 in the amount of $58,037, $38,445, $6,300 and $7,046, respectively. Each membership organization notified IU Health Bloomington that a portion of the dues it paid were used for lobbying purposes. The AHA used 32.00%, or $18,572 of the 2024 membership dues paid by IU Health Bloomington, for lobbying expenditures. The IHA used 11.78%, or $4,529 of the 2024 membership dues paid by IU Health Bloomington, for lobbying expenditures. The Greater Bloomington Chamber of Commerce used 5.00%, or $315 of the 2024 membership dues paid by IU Health Bloomington, for lobbying expenditures. 340B Health used 6.50%, or $458 of the 2024 membership dues paid by 340B Health, for lobbying expenditures. The total membership dues paid to these organizations by IU Health Bloomington during 2024 that were attributable to lobbying expenditures was $23,874. 16476767 16476767 400659486 47283604 353375882 17242421 11228831 6013590 138062758 84575246 53487512 52803979 17075907 35728072 465081823 0 Federal Income Taxes 0 DUE TO THIRD-PARTY PAYERS 3875356 SELF-INSURANCE LIABILITIES 418173 ENVIRONMENTAL OBLIGATIONS 0 Operating Lease Liabilities 31080917 INTERCOMPANY PAYABLES 24466956 Other liabilities 1579 59842981 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote IU Health Bloomington, Inc. is a subsidiary in Indiana University Health, Inc.'s ("IU Health") Consolidated Audited Financial Statements. 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 which, as of December 31, 2024, and 2023, 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, 2024, and 2023, the Indiana University Health System had gross deferred tax assets of $110,705,348, and $141,386,173, respectively, relating to net operating loss carryovers. Indiana University Health Bloomington, Inc.'s portion of the December 31, 2024, and 2023 deferred tax assets is $95,833,039 and $96,453,624 respectively. Management determined that a full valuation allowance at December 31, 2024 and 2023 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. The decrease in the gross deferred tax asset and the valuation allowance for the current year is $30,681,000. At December 31, 2024, Indiana University Health System has available net operating loss carryforwards of $445,118,000, Indiana University Health Bloomington, Inc.'s portion is $385,320,411. Net operating losses generated from 2005 through 2017 will expire between 2025 and 2037. 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AND OTHER OUTPATIENT 0.5 0 0.5 SOUTHERN INDIANA SURGERY CENTER LLC AMBULATORY SURGERY CENTER 0.5 0 0.5 1 1 IU HEALTH BLOOMINGTON HOSPITAL 2651 E Discovery Pkwy BLOOMINGTON IN 47408 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-BLOOMINGTON-HOSPITAL 22-005047-1 X X X IU HEALTH BLOOMINGTON HOSPITAL 1 false false true X X X X X X X X X 24 true false false true X HTTPS://IUHEALTH.ORG/IN-THE-COMMUNITY/COMMUNITY-BENEFIT true 25 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 TTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE X TTPS://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 BLOOMINGTON'S 2024 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 healthcare services - Aging population and needs of older adults - Behavioral health (mental health and substance abuse) - Chronic disease prevention and management - Maternal and infant health and child well-being - Smoking, vaping and tobacco use - Social determinants of health (SDOH) Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - IU HEALTH BLOOMINGTON HOSPITAL. IU Health Bloomington Hospital The defined community per the most recent CHNA conducted in the current tax year (i.e., 2024) is Lawrence, Monroe, and Owen Counties, Indiana. The hospital resides in Monroe County. This CHNA relies on multiple data sources and community input gathered in January through June of 2024. The CHNA process was completed when the CHNA was made widely available to the public on December 19, 2024. Primary data summary IU Health Bloomington Hospital obtained the insight and views of those who live in and service Lawrence, Monroe and Owen counties through focus groups and community meetings (including those possessing public health expertise). People and organizations representing a broad range of sectors, services and groups in the community were invited to attend. See Appendix C for a list of the organizations and community members that participated in the community input process. Lawrence County Between March and April 2024, IU Health facilitated three community meetings to receive input on the health needs in Lawrence County. The meetings were attended by 32 people in total. The significant community health needs from the 2021 CHNA of IU Health Bedford Hospital were presented at the beginning of each meeting. Participants were asked to share their feedback on the status of these health needs in Lawrence County, any additions to the list of health needs, thoughts regarding the root causes of the health needs and the status of COVID-19 and its impacts. The meetings concluded by asking participants to finalize the top health needs impacting the health of the community. Once this list was confirmed, the participants were asked to prioritize and select the top health needs for their community (i.e., the significant community health needs). Highlights of the discussion during the community meetings include many, if not all, of the 2021 CHNA significant community health needs. Suggested additions to the list include adolescent mental health, stigma surrounding mental health and food insecurity. Additional highlights of the 2024 discussion include: - High rates of substance use disorders, excessive tobacco and alcohol consumption - Low education attainment impacts personal choices and beliefs - People of all ages are struggling with mental health and substance use disorders and accessing services is challenging due to a shortage of services or existing services can have lengthy wait times - Social determinants of health - including violence in the home, transportation, poor nutrition, poverty and affordable and quality housing - are concerns in the community - Access to healthcare services is challenging because of costs and insurance coverage; trust; no urgent care; shortage of family physicians; navigating the healthcare system; and the days and hours of services are not flexible - There are not enough pediatric practitioners in the community - There seems to be a lot of overlap in the availability of social services - Rural areas in the county do not have access to the internet, making telehealth an unrealistic option for healthcare and mental health treatment - Certain groups face worse health outcomes than the general population. - Poor air and water quality is a concern, especially its impact on youth - Changes in the population and its impact on accessing services - Children's health is linked to academic achievement and there is concern that academic achievement is at risk for many children due to their access to electronic devices, extreme behaviors, rise in anger, poor attendance, poor mental health and the physical and mental health of parents/guardians When thinking about Lawrence County, the participants thought the greatest assets to promote health and well-being in the community were the IU Center for Rural Engagement and Social Work, school/education system, Hoosier Uplands, United Way, Boys and Girls Club, dentists brought into schools, juvenile justice systems with lots of resources and access to IU Health. Participants from the community meetings identified the following needs as most significant in Lawrence County, which are not listed in any order: - Access to healthcare services (including trustworthy and affordable services, more providers and flexible service) - Maternal health - Mental health and substance use disorder (especially the need for more, affordable services for people of all ages) - School health - Social determinants of health (especially food access, poverty and housing) Monroe County Between February and May 2024, IU Health facilitated 19 community meetings to receive input on the health needs in Monroe County. The meetings were attended by 160 people in total. This meeting followed the same format as the meetings held in Lawrence County. Highlights of the discussion during the community meetings include many, if not all, of the previously identified 2021 CHNA significant community health needs. Suggested additions to the list include more preventative care, childhood vaccinations, health screenings, dental and vision services, the impact of stress and trauma on health, and the unique healthcare and behavioral needs of youth. Additional highlights of the 2024 discussion include: - Smoking and tobacco use are still issues with a rising concern that smoking is now being replaced by e-cigarettes (or vaping) in both youth and early adult populations; it can be challenging to find tobacco cessation programs - Chronic disease and risk factors should continue to be addressed, especially hypertension, physical inactivity and obesity, cancer and diabetes - Access to healthcare services is challenging because many do not realize they need it; healthcare is a complex system to navigate; trust; technology advancement in healthcare is hard for some community members to understand and navigate; costs and insurance coverage; shortages of primary, urgent, women's health and specialty care providers; transportation, especially for those living in rural areas; understanding insurance benefits; hours and days of service; language and culture - Health misinformation when trusted sources are limited in the community - There is a desire to eliminate infant deaths in the community and see more lactation, pre- and post-natal, mental health and OB/GYN services to support maternal and infant health - A need exists to provide more education and continued investments in services and infrastructure that support individuals and families living healthy lifestyles - Accessing mental health and substance use disorder treatment is challenging due to provider shortages for people of all ages, low reimbursement rates (which do not attract providers to practice), lack of crisis prevention services in the community, insurance coverage and transportation - Social determinants of health are concerns, especially quality education; injury and trauma (including all forms of violence); social isolation; poverty (including generational poverty); food insecurity; housing instability; affordable and safe housing and transportation - Discrimination - Older adults have a hard time navigating the healthcare system, accessing geriatric care and skilled nursing facilities (especially those not covered by Medicare) and home services; fixed incomes impact when and if they seek services - Dental care is very hard to find for people of all ages who receive Medicaid - Anxiety in children seems higher than ever before - People need assistance finding social services in the community - Changes in the population and its impact on accessing care - Those that have been incarcerated and recently released from jail have unique behavioral, health and rehabilitative needs that are not being met - Rural health is different and has unique challenges - Trauma experienced by children and its impact on physical and mental health - Healthcare and public health systems' readiness - or the lack thereof - to address future outbreaks and natural disasters - There is a growing number of individuals and families that find the cost of living exceeds what they earn, and they are above the federal poverty level so are unable to get certain type of assistance with healthcare and social needs - There are not enough services, including assessments, for people with disabilities and their families in the community - Better coordination between healthcare and social service organizations - The limited support from state government to have funding for medical and substance use disorder treatment - Vaccination rates are down, leaving the community vulnerable to outbreaks Schedule H, Part V, Section B, Line 5 Facility , 2 Facility , 2 - IU Health Bloomington (continued). The Monroe County discussion pointed out places and people who may not have enough support to stay healthy. When thinking about Monroe County, the participants thought the greatest assets to promote health and well-being in the community were IU Health, local health departments, Indiana public funding, many partners in the community that work well together, local officials that are passionate about the community, communities are smaller and good places to raise families, college town with unique opportunities for the local community, a caring and diverse community, the education system, many resourceful people in the community, the park system, HealthNet, faith-based organizations, schools increasing their nursing and counseling staff, farmers markets, access to art and safe neighborhoods. Participants from the community meetings identified the following needs as most significant in Monroe County, which are not listed in any order: - Access to healthcare services (including trustworthy, supportive and affordable care and flexible services) - Maternal health - Mental health and substance use disorders (including more services for people of all ages, long-term care and financial and insurance coverage) - School health - Social determinants of health (especially transportation, poverty, food access and safe and affordable housing) Owen County In March 2024, IU Health facilitated a community meeting to receive input on the health needs in Owen County. The meeting was attended by seven people in total. This meeting followed the same format as those meetings held in Lawrence County. Highlights of the discussion during the community meetings include many, if not all, of the 2021 CHNA significant community health needs. Suggested additions to the list include behavioral health with a focus on people of all ages, lack of support in higher education and school health, cancer prevention and treatment and transportation in rural communities. Additional highlights of the 2024 discussion include: - There is limited access to recreational and physical activities (i.e., communities are not walkable and bikeable) - There is a lack of primary care providers, especially to support a continuum of care - Specialists and dental health provider shortages in the community - Not enough healthcare providers and dental practices will take Medicaid or assist those without insurance - Information is hard to come by because there is not a trusted source in the media - There is a need for urgent care facilities - affordable same day care is hard to access, forcing people to make costly trips to the emergency room - The need for behavioral health treatment and after-hour crisis centers is great in the community - A labor shortage in the area is impacted by the cost of childcare - There seems to be less civic engagement in the community - Certain groups face worse health outcomes than the general population. When thinking about Owen County, the participants thought the greatest assets to promote health and well-being in the community were the YMCA, the state park, the trail system, the local community foundation, food pantries, the hometown feel and culture of the town, and support for all community members. Participants from the community meetings identified the following needs as most significant in Owen County, which are not listed in any order: - Access to healthcare services - Maternal health Mental health and substance use disorder - School health - Social determinants of health (especially food access, transportation and poverty Community meeting and survey participants Individuals from organizations representing different sectors and groups within the local community participated in the community input process. Participants included community members and representatives from the following organizations: - Alzheimer's and Dementia Community Resource Service - American Service Corp - Amethyst House - Area 10 Agency on Aging - Ascension St. Vincent - Beacon - Bedford Chamber of Commerce - Bedford Farmers Market - Bedford Public Library - Bloomington Economic Development Center - Bloomington Health Foundation - Bloomington Housing Authority - Bloomington North High School - Bloomington Township Caseworker - Boys and Girls Club of Bloomington - Center Stone Community Mental Health - City of Bedford Community Development - City of Bloomington HAND - Community Justice and Mediation Center - Community members - Community Voices for Health in Monroe County - Cornerstone Information Systems - Exodus Refugee - German American Bank - Habitat for Humanity - Harmony School Heading - Home of South-Central Indiana - Health Net - HealthNet Homeless Initiative Program - Hoosier Uplands - Indiana University Bloomington - IU Credit Union - IU Health Bloomington Hospital - IU Health Rural Dementia Network - IU Health Paoli Hospital - IU Health South Central Region - L.A. Merry and Associates - Lawrence County Health Department - Life Designs - Local Council of Women - Members of Stinesville, Indiana - Middle Way House - Mitchell Community Schools - Monroe County Community School Corporation - Monroe County Health Department - Monroe County Public Health Clinic - Montessori School - New Hope for Families - North Lawrence Community School Corporation - Nurse Family Partnership - Orange County Beverage - Owen County Community Foundation - Owen County Health Department - Owen County System of Care - Owen County YMCA - Purdue Extension - Salvation Army - Smithville Representative - South Central Philanthropy Council - South Central Region CMC Board Members - United Way of Monroe County - Waste Reduction District of Monroe County - Wheeler Mission - WIC Family Services - YMCA of Owen County Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - IU HEALTH BLOOMINGTON HOSPITAL. In April 2025, IU Health's board of directors approved the implementation strategy for IU Health Bloomington Hospital to respond to the needs identified in their 2024 CHNA. IU Health Bloomington Hospital will address these community health needs in 2025-2027: * Access to healthcare services * Aging population and needs of older adults * Behavioral health (mental health and substance used) * Chronic disease prevention and management * Maternal and infant health and child well-being * Smoking, vaping and tobacco used * Social determinants of health IU Health Bloomington Hospital will address all the community health needs identified in the 2024 CHNA. In 2024, IU Health Bloomington Hospital addressed needs identified in the 2021 CHNA using the 2022-2024 implementation strategy plan adopted in April 2022. The hospital, along with community partners, prioritized and determined which of the significant needs identified in the CHNA could be adequately addressed by current or future initiatives, programs, resources, and collaborations. The 2022-2024 implementation strategy outlines how IU Health Bloomington Hospital planned to address significant needs including initiatives, strategies, internal/external collaborators, anticipated impacted, and hospital resources. Significant Needs Hospital Addressed Below was the progress of the implementation strategy by significant need and its respective initiative(s). The hospital addressed 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; 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 Supported community members accessing healthcare services regardless of their ability to pay. The hospital provided financial assistance to patients each year that included discounts, full charity, and personal hardship reductions. IU Health Patient Financial Counselors were certified Indiana Navigators. They assisted patients and families with information and helped them with applications for various health coverage programs. In 2024, the counselors served 342 people at IU Health Bloomington Hospital. Launched the Integrated Social Work Initiative in IU Health clinical settings. Virtual Integrated Social Work (VISW) assisted 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 and coordinators were skilled in assessing and identifying social determinants of health (SDOH), provided resources, and made recommendations unique to the patient and their circumstances. ISW provided urgent medical social work services through an iPad cart to all primary care and pediatric primary care practices throughout the system. The SDOH screener PRAPARE was live in 73 primary care practices. ISW Social Determinants of Health Coordinators provided resources and support to patients with urgent needs identified in the screener. There was a total of 7,715 referrals in 2024. Of those referrals, 1,040 referrals made to ISW included patients seen at IU Health Bedford, IU Health Bloomington and IU Health Paoli Hospitals. Aging Population and Needs of Seniors Further implemented the Alzheimer's and Dementia Resource Service (ADRS) program which provided support, resources, and assistance to those with dementia and their families. Provided blood pressure screenings for the aging population in 2024. Trained and provided State Health Insurance Plan (SHIP) counselors for those needing assistance with understanding Medicare options. Added three additional counselors. Behavioral Health Developed access points for referral to behavioral health services. Provided MOMs Heal together support group in 2024 for people who were pregnant and had a Substance Use Disorder. Licensed Clinical Social Work for mental health support for Nurse Family Partnership clients as well as a social worker for case management. Further implemented the Virtual Care Peer Recovery Coaching Program (provided patients who had substance used concerns with virtual behavioral health services). The Virtual Peer Recovery Coach program was discontinued in February 2023 as IU Health continued to assess and evolve its behavioral health services based on the needs of patients and the communities it served. Since 2018, this program had served 15 IU Health and two non-IU Health emergency department patients who struggled with substance use disorder through support to aid in recovery. IU Health continued to serve patients with a need for this service through the Virtual Behavioral Health team. Further implemented the emergency department (ED) virtual care program (provided patients virtual access to behavioral health services). Virtual Integrated Behavioral Health (VIBH) provided urgent psychiatric assessment for patients experiencing behavioral health crises, such as suicidal ideation, homicidal ideation, psychosis, and substance abuse disorders. A team of behavioral health professionals provided consultation through iPad carts located in emergency departments, urgent cares, and ambulatory care locations. In 2024, there were over 10,000 visits of which 3,668 visits included patients seeking care in the emergency departments in the South Central Region (which included IU Health Bloomington Hospital). This program was financially supported by the parent hospital, IU Health Inc., but was offered to and impacted patients in this hospital's defined community. Chronic Disease and Chronic Disease Management Provided screenings for chronic disease and linkage to care. Provided wellness screenings with blood pressure, diabetes screening and cholesterol screening focusing on vulnerable populations throughout the community in 2024. Maternal and Infant Health and Child Well-being Connected first-time, high-risk moms to appropriate resources in the community. Connected pregnant women to the appropriate resources in the community in 2024. Performed Fetal Infant Mortality Reviews along with many community partners to identify reasons for fetal and infant deaths and developed workgroups to combat. Nurse Home Visitors helped first-time mothers with mother's health, child's health and economic self-sufficiency of the family by partnering with Nurse Family Partnerships. Women Infant and Children (WIC) programming at IU Health was offered at the bedside, so that clients who may not had signed up before delivery, would not be lost-to-services. Became a Milk Bank depot at IU Health Bloomington Community Health. Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - IU HEALTH BLOOMINGTON HOSPITAL (CONTINUED). Smoking, Tobacco Use and Exposure to Secondhand Smoke Screened individuals for tobacco use and link to tobacco cessation resources and services. Provided a Tobacco Treatment Specialist to the community in 2024 with a focus on policy changed. Referred smokers to provider Quitline. Further implemented the Centralized Tobacco Treatment Program (CTTP) (provided patients access to evidence-based tobacco treatment). The CTTP program was free to IU Health Primary Care patients. Once a patient's level of care was assessed, they were provided evidence-based tobacco cessation treatment with a trained Tobacco Treatment Specialist (TTSs). Patients had access to Ex, a new digital cessation app, and support from an Advance Practice Provider (APP) who evaluated and prescribed medication assisted therapy (MAT) for nicotine replacement. Education and support were provided to primary care practices which helped to expand services. Cross-functional teams worked together including the West Central Region TTSs for case conferencing and training. One focus in 2024 was on improving access and patient experience with medication management. CTTP improved patient tobacco treatment medication support by integrating systems and processes with a dedicated APP resource. They improved documentation to accurately report MAT, demonstrating 73% of patients used NRT/medication to quit. 362 medication management sessions were scheduled compared to 263 in 2023. 75% of patients completed their appointment with the APP. In 2024, the team had been trained to complete prior authorizations. The team focused on care continuation, care coordination (TTS/APP), scheduled patient follow-up appointments, and monitored adherence or complications. A focus on improving patient experience resulted in strong and consistent quit rates of 37% of active patients (increased from 33% in July 2024) and harm reduction (patients who reduced used of tobacco) of 61% (July 2022-December 2024). This was an increase from 56% in July. The team received frequent testimonials of lives changed and gratitude for a supportive, compassionate partner. There were 73 patients connected to Ex for additional nicotine cessation support. In 2024, CTTP received 1,767 referrals which was an all-time high for the program, scheduled 47% of them and completed at least one session with 67% of those scheduled. Additionally, 70% of patients seen completed two or more sessions. Over the program's life, CTTP had received 3,921 patient referrals (this information cannot be separated by hospital or region at this time). Social Determinants of Health All IU Health Bloomington Hospital Community Health Strategies supported social determinants of health. PRAPARE screener was utilized in primary care offices in the region, which assessed needs before appointments. Free hygiene pantry was started at IU Health Community Health. Gift cards for transportation and food were provided to client through the Riley Foundation for community health. Significant Needs Hospital Did Not Address IU Health Bloomington Hospital addressed all the significant health needs identified in the 2022 Community Health Needs Assessment. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - IU HEALTH BLOOMINGTON HOSPITAL. IN ADDITION TO FPG, IU HEALTH BLOOMINGTON MAY TAKE INTO CONSIDERATION A PATIENT'S INCOME AND/OR ABILITY TO PAY IN CALCULATION OF A FINANCIAL ASSISTANCE AWARD. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - IU HEALTH BLOOMINGTON HOSPITAL. IU Health Bloomington takes into consideration several other factors in determining patient eligibility for financial assistance. These factors include the following: 1. Financial Assistance due to Financial Hardship A. To be eligible for Financial Assistance due to financial Hardship under this Policy, a patient or guarantor must: a. Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; b. Be an Indiana Resident as defined in this Policy; and B. If Uninsured, consult with a member of IU Health's Financial Counseling 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. C. Financial Assistance due to financial Hardship is only available for Qualifying Care, as defined in this Policy. D. 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. 2. Financial Assistance due to Personal Hardship A. In order to be eligible for Financial Assistance due to personal Hardship under this Policy, a patient or guarantor must: a. Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; b. Be an Indiana Resident as defined in this Policy; and c. If Uninsured, consult with a member of IU Health's Financial Counseling 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. B. An Uninsured or Underinsured patient or their guarantor may be eligible for Financial Assistance if the Household's outstanding Patient Responsibility exceeds 5% of the patient's or their guarantor's annual household income. C. If approved, the Household's balance will be reduced to 5% of the patient or guarantor's annual household income. 3. Eligibility Period A. If approved for Financial Assistance by IU Health under Sections IV.E-F, 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. B. As a condition of extending the ongoing Financial Assistance, the patient must comply with requests from IU Health to verify that the patient continues to meet the conditions for qualification. 4. Appeals and Assistance Granted By the Financial Assistance Committee A. 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 request must be submitted, along with any additional information or requested supporting documentation, if applicable. B. The Financial Assistance Committee will review requests for and may grant additional Financial Assistance, including but not limited to, the following: a. 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; b. Care approved by an IU Health Chief Medical Officer (CMO), Chief Executive Officer (CEO) or Chief Financial Off icer (CFO) of an IU Health facility or region, including medically necessary non-elective services for which no payment source can be identified; c. Care provided when it is known no payment source exists; d. Care provided, due to medical urgency, for which a payer denies payment; e. International humanitarian aid; and f. Other care identified by the Financial Assistance Committee that fulfills the IU Health Mission. C. All decisions of the Financial Assistance Committee are final. 5. Presumptive Eligibility A. A Financial Assistance Application is not required to receive Financial Assistance under this Presumptive Eligibility section. B. 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 the patient received Qualifying Care, as defined in this Policy. a. Medicaid (any state) b. Indiana Children's Special Health Care Services c. Healthy Indiana Plan d. Patients who are awarded Hospital Presumptive Eligibility (PE) e. Patients approved for the Eskenazi Health Advantage program f. A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. C. 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. a. IU Health may also periodically conduct a similar review on patient balances not placed with a collection agency, and presumptively quality patients for Financial Assistance. D. 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. 6. Exhaustion of Alternate Sources of Assistance A. Patients may be required to exhaust all other state and federal healthcare coverage assistance programs prior to receiving Financial Assistance due to financial or personal Hardship under this Policy including, but not limited to, Medicaid. B. Patients who may be eligible for coverage under an applicable health insurance policy must exhaust all insurance benefits. a. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. b. IU Health may request patients show proof that such a claim was properly submitted to the appropriate insurance provider before awarding Financial Assistance. C. 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. D. 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. 7. Patient Assets A. 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. B. 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 - IU HEALTH BLOOMINGTON HOSPITAL. IU Health Bloomington 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. 82 BLOOMINGTON ENDOSCOPY CENTER 550 LANDMARK AVE BLOOMINGTON IN 47403 SURGERY CENTER IU HEALTH BLOOMINGTON ANTICOAGULATOIN CLINIC 2651 E DISCOVERY PKWY BLOOMINGTON IN 47408 SPECIALTY CARE IU HEALTH BLOOMINGTON WOUND CENTER 2920 MCINTIRE DR SUITE 103 BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH ORTHOPEDICS & SPORTS MEDICINE 2605 E CREEK EDGE DR BLOOMINGTON IN 47401 SPECIALTY CARE IU HEALTH PLASTIC SURGERY 2605 E CREEK EDGE DR BLOOMINGTON IN 47401 SPECIALTY CARE IU HEALTH SOTHERN INDIANA PHYSICIANS UROLOGY 1520 S LIBERTY DRIVE BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH SOTHERN INDIANA PHYSICIANS UROLOGY 2209 John R Wooden Dr MARTINSVILLE IN 46151 SPECIALTY CARE IU HEALTH SOTHERN INDIANA PHYSICIANS UROLOGY 2900 W 16TH ST BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SOUTHERN INDIAINA PHYSICIANS ORTHOPEDICS & SPORTS MEDICINE 2900 W 16TH ST BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS EAR NOSE & THROAT 2209 John R Wooden Dr MARTINSVILLE IN 46151 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS EAR NOSE & THROAT 2900 W 16TH ST BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS EAR NOSE & THROAT 2920 MCINTIRE DR SUITE 350 BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS FAMILY & INTERNAL MEDICINE 2900 W 16TH ST BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS FOOT & ANKLE 2900 W 16TH ST BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS GASTROENTEROLOGY 2900 W 16TH ST BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS GASTROENTEROLOGY 550 S LANDMARK AVE BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS GASTROENTEROLOGY 2209 John R Wooden Dr MARTINSVILLE IN 46151 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS INFECTIOUS DISEASE 2651 E DISCOVERY PKWY LEVEL 2 BLOOMINGTON IN 47408 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS LONG TERM CARE 2900 W 16TH ST BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS MEDICAL ONCOLOGY - HEMATOLOGY 2651 E DISCOVERY PKWY LEVEL 2 BLOOMINGTON IN 47408 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS MEDICAL ONCOLOGY - HEMATOLOGY 2900 W 16TH ST BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS NEPHROLOGY 2900 W 16TH ST BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS NEPHROLOGY 550 S LANDMARK AVE BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS NEUROSURGERY 583 S CLARIZZ BLVD BLOOMINGTON IN 47401 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS OBSTETRICS & GYNECOLOGY 2900 W 16TH ST BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS PALLIATIVE CARE 2651 E DISCOVERY PKWY BLOOMINGTON IN 47408 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS PULMONOLOGY 2651 E DISCOVERY PKWY BLOOMINGTON IN 47408 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS RADIATION ONCOLOGY 9149 STATE RD 37 BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS SURGERY 2900 W 16TH ST BEDFORD IN 47421 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS VASCULAR SURGERY 2651 E DISCOVERY PKWY LEVEL 2 BLOOMINGTON IN 47408 SPECIALTY CARE IUH BLOOM ADDICTION TREATMENT AND & RECOVERY CENTER 727 W 2ND STREET SUITE 202 BLOOMINGTON IN 47403 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS CARDIOLOGY 1185 N 1000W SUITE A LINTON IN 47441 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS CARDIOLOGY 1302 S ROGERS ST BLOOMINGTON IN 47403 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS CARDIOLOGY 2651 E DISCOVERY PKWY LEVEL 2 BLOOMINGTON IN 47408 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS CARDIOLOGY 2900 W 16TH ST BEDFORD IN 47421 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS CARDIOLOGY 642 W HOSPITAL RD PAOLI IN 47454 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS CARDIOLOGY 926 IN-46 SUITE 100 SPENCER IN 47460 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS EAR NOSE & THROAT 1206 N 1000 W SUITE B LINTON IN 47441 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS ENDOCRINOLOGY 550 S LANDMARK AVE BLOOMINGTON IN 47403 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS FOOT & ANKLE 550 S LANDMARK AVE BLOOMINGTON IN 47403 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS FOOT & ANKLE 642 W HOSPITAL RD PAOLI IN 47454 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS GENERAL & TRAUMA SURGERY 550 S LANDMARK AVE BLOOMINGTON IN 47403 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS MEDICAL ONCOLOGY & HEMATOLOGY 642 W HOSPITAL RD PAOLI IN 47454 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS NEPHROLOGY 926 IN-46 SUITE 100 SPENCER IN 47460 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS NEUROLOGY 583 S CLARIZZ BLVD BLOOMINGTON IN 47401 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS NUEROLOGY 583 S CLARIZZ BLVD BLOOMINGTON IN 47401 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS PALLIATIVE CARE 514 W 2ND STREET BLOOMINGTON IN 47403 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS PODIATRY 550 S LANDMARK AVE BLOOMINGTON IN 47403 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS RADIATION ONCOLOGY 2620 COTA DR BLOOMINGTON IN 47403 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS RHEUMATOLOGY 1000 W 1ST STREET BLOOMINGTON IN 47403 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS RILEY PHYSICIANS PEDIATRICS 350 S LANDMARK AVE BLOOMINGTON IN 47403 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS RILEY PHYSICIANS PEDIATRICS 651 S CLARIZZ BLVD BLOOMINGTON IN 47401 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS RILEY PHYSICIANS PEDIATRICS 2209 John R Wooden Dr MARTINSVILLE IN 46151 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS MEDICAL ONCOLOGY & HEMATOLOGY 2209 John R Wooden Dr MARTINSVILLE IN 46151 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS CARDIOLOGY 2209 John R Wooden Dr MARTINSVILLE IN 46151 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS RADIATION ONCOLOGY 9149 STATE RD 37 BEDFORD IN 47421 SPECIALTY CARE IU HEALTH OBSTETRICS & GYNECOLOGY - BLOOMINGTON 2651 E DISCOVERY PKWY BLOOMINGTON IN 47408 SPECIALTY CARE IU HEALTH PAIN CENTER 888 S AUTO MALL RD BLOOMINGTON IN 47401 SPECIALTY CARE SOUTHERN INDIANA PHYSICIANS RHEUMATOLOGY 550 S LANDMARK AVE BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH REHABILITATION AND SPORTS MEDICINE CENTER 2620 COTA DR BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH SLEEP DISORDERS CENTER 2920 MCINTIRE DR BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS UROLOGY 1520 S LIBERTY DRIVE BLOOMINGTON IN 47403 SPECIALTY CARE IU HEALTH SOUTHERN INDIANA PHYSICIANS - ELLETTSVILLE 5921 W STATE RD 46 BLOOMINGTON IN 47404 PRIMARY CARE IU HEALTH PRIMARY CARE - NASHVILLE 103 W WILLOW ST SUITE A NASHVILLE IN 47448 PRIMARY CARE IU HEALTH PRIMARY CARE - MITCHELL 105 TEKE BURTON DR MITCHELL IN 47446 PRIMARY CARE IU HEALTH PRIMARY CARE - BLOOMINGTON 1302 S ROGERS ST BLOOMINGTON IN 47403 PRIMARY CARE IU HEALTH PRIMARY CARE - BLOOMINGTON 1520 S LIBERTY DRIVE BLOOMINGTON IN 47403 PRIMARY CARE IU HEALTH PRIMARY CARE - BLOOMINGTON 550 S LANDMARK AVE BLOOMINGTON IN 47403 PRIMARY CARE SOUTHERN INDIANA PHYSICIANS FAMILY & INTERNAL MEDICINE 926 IN-46 SPENCER IN 47460 PRIMARY CARE IU HEALTH PRIMARY CARE - BLOOMINGTON 995 S CLARIZZ BLVD BLOOMINGTON IN 47401 PRIMARY CARE SOUTHERN INDIANA PHYSICIANS FAMILY & INTERNAL MEDICINE 2209 John R Wooden Dr MARTINSVILLE IN 46151 PRIMARY CARE IU HEALTH PRIMARY CARE - GOSPORT 3 E MAIN ST GOSPORT IN 47433 PRIMARY CARE SOUTHERN INDIANA PHYSICIANS RILEY PHYSICIANS PEDIATRICS 1614 25TH ST BEDFORD IN 47421 PRIMARY CARE RILEY PEDIATRIC PRIMARY CARE - BLOOMINGTON 651 S CLARIZZ BLVD BLOOMINGTON IN 47401 PRIMARY CARE RILEY PEDIATRIC PRIMARY CARE - BLOOMINGTON 350 S LANDMARK AVE BLOOMINGTON IN 47403 PRIMARY CARE SOUTHERN INDIANA RADIOLOGICAL ASSOCIATES 429 S LANDMARK AVE BLOOMINGTON IN 47403 RADIOLOGY IU HEALTH RADIOLOGY 2651 E DISCOVERY PKWY BLOOMINGTON IN 47408 RADIOLOGY IU HEALTH BLOOMINGTON RETAIL PHARMACY 2651 E DISCOVERY PKWY SUITE A2032 BLOOMINGTON IN 47408 PHARMACY IU HEALTH SOUTHERN INDIANA PHYSICIANS BEDFORD LAB 2900 W 16TH ST BEDFORD IN 47421 LAB IU HEALTH BLOOMINGTON HOSPITAL MAIN CAMPUS LAB 2651 E DISCOVERY PKWY 1ST FLOOR BLOOMINGTON IN 47408 LAB SOUTHERN INDIANA PHYSICIANS MITCHELL CLINIC 105 TEKE BURTON DR MITCHELL IN 47446 LAB IU HEALTH BLOOMINGTON BEHAVIORAL HEALTH SERVICES 727 W 2ND STREET BLOOMINGTON IN 47403 BEHAVIORAL HEALTH Schedule H, Part I, Line 6a C.B. REPORT PREPARED BY A RELATED ORG. IU HEALTH BLOOMINGTON'S COMMUNITY BENEFIT AND OTHER INVESTMENTS, ENCOMPASSING ITS TOTAL COMMUNITY INVESTMENT, ARE INCLUDED IN THE IU HEALTH COMMUNITY BENEFIT REPORT WHICH IS PREPARED ON BEHALF OF AND INCLUDES IU HEALTH AND ITS RELATED HOSPITAL ENTITIES IN THE STATE OF INDIANA. THE IU HEALTH COMMUNITY BENEFIT REPORT IS MADE AVAILABLE TO THE PUBLIC ON IU HEALTH'S WEBSITE AT HTTPS://IUHEALTH.ORG/IN-THE-COMMUNITY/COMMUNITY-BENEFIT. THE IU HEALTH COMMUNITY BENEFIT REPORT IS ALSO DISTRIBUTED TO NUMEROUS KEY ORGANIZATIONS THROUGHOUT THE STATE OF INDIANA IN ORDER TO BROADLY SHARE THE IU HEALTH STATEWIDE SYSTEM'S COMMUNITY BENEFIT EFFORTS. IT IS ALSO AVAILABLE BY REQUEST THROUGH THE INDIANA STATE DEPARTMENT OF HEALTH OR IU HEALTH. 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 33.44%. Schedule H, Part I, Line 7f PERCENT OF TOTAL EXPENSE THE AMOUNT OF BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE OF TOTAL EXPENSE ON LINE 7, COLUMN (F) IS $7,488,169. Schedule H, Part II PROMOTION OF HEALTH IN COMMUNITIES SERVED IU Health Bloomington Hospital 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 Bloomington Hospital 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, collaboration with like-minded organizations through coalitions that address key issues, and advocacy for improvements in the health status of vulnerable populations. This includes making contributions to community-building activities by providing investments and resources to local community initiatives. Examples included IU Health Bloomington Hospital's support of the following organizations and initiatives that focus on some of the root causes of health issues including access to care, food insecurity, homelessness, and public safety: - Local shelter outreach - Beason, Wheeler, New Hope, Middleway - Free safe sleep beds, car seats, and bike helmets. - Wellness outreach to vulnerable communities - Hepatitis C and HIV testing at street outreach - Glucometer and diabetes outreach in local shelters - Wheeler Mission Schedule H, Part I, Line 7g DESCRIBE SUBSIDIZED HEALTH SERVICE COSTS FROM PHYSICIAN CLINIC IU HEALTH BLOOMINGTON 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 3c Eligibility criteria for free or discounted care IU HEALTH BLOOMINGTON USES SEVERAL FACTORS OTHER THAN FEDERAL POVERTY GUIDELINES ("FPG") IN DETERMINING ELIGIBILITY FOR FREE CARE UNDER ITS FAP. THESE FACTORS INCLUDE THE FOLLOWING: 1. Financial Assistance due to Financial Hardship A. To be eligible for Financial Assistance due to financial Hardship under this Policy, a patient or guarantor must: a. Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; b. Be an Indiana Resident as defined in this Policy; and B. If Uninsured, consult with a member of IU Health's Financial Counseling 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. C. Financial Assistance due to financial Hardship is only available for Qualifying Care, as defined in this Policy. D. 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. 2. Financial Assistance due to Personal Hardship A. In order to be eligible for Financial Assistance due to personal Hardship under this Policy, a patient or guarantor must: a. Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; b. Be an Indiana Resident as defined in this Policy; and c. If Uninsured, consult with a member of IU Health's Financial Counseling 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. B. An Uninsured or Underinsured patient or their guarantor may be eligible for Financial Assistance if the Household's outstanding Patient Responsibility exceeds 5% of the patient's or their guarantor's annual household income. C. If approved, the Household's balance will be reduced to 5% of the patient or guarantor's annual household income. 3. Eligibility Period A. If approved for Financial Assistance by IU Health under Sections IV.E-F, 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. B. As a condition of extending the ongoing Financial Assistance, the patient must comply with requests from IU Health to verify that the patient continues to meet the conditions for qualification. 4. Appeals and Assistance Granted By the Financial Assistance Committee A. 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 request must be submitted, along with any additional information or requested supporting documentation, if applicable. B. The Financial Assistance Committee will review requests for and may grant additional Financial Assistance, including but not limited to, the following: a. 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; b. Care approved by an IU Health Chief Medical Officer (CMO), Chief Executive Officer (CEO) or Chief Financial Off icer (CFO) of an IU Health facility or region, including medically necessary non-elective services for which no payment source can be identified; c. Care provided when it is known no payment source exists; d. Care provided, due to medical urgency, for which a payer denies payment; e. International humanitarian aid; and f. Other care identified by the Financial Assistance Committee that fulfills the IU Health Mission. C. All decisions of the Financial Assistance Committee are final. 5. Presumptive Eligibility A. A Financial Assistance Application is not required to receive Financial Assistance under this Presumptive Eligibility section. B. 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 the patient received Qualifying Care, as defined in this Policy. a. Medicaid (any state) b. Indiana Children's Special Health Care Services c. Healthy Indiana Plan d. Patients who are awarded Hospital Presumptive Eligibility (PE) e. Patients approved for the Eskenazi Health Advantage program f. A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. C. 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. a. IU Health may also periodically conduct a similar review on patient balances not placed with a collection agency, and presumptively quality patients for Financial Assistance. D. 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. 6. Exhaustion of Alternate Sources of Assistance A. Patients may be required to exhaust all other state and federal healthcare coverage assistance programs prior to receiving Financial Assistance due to financial or personal Hardship under this Policy including, but not limited to, Medicaid. B. Patients who may be eligible for coverage under an applicable health insurance policy must exhaust all insurance benefits. a. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. b. IU Health may request patients show proof that such a claim was properly submitted to the appropriate insurance provider before awarding Financial Assistance. C. 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. D. 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. 7. Patient Assets A. 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. B. 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 6a Community benefit report prepared by related organization Indiana University Health, Inc. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 7488169 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 Bloomington 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 Bloomington 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 Bloomington 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. Qualifying 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 5% of annual household income or Amounts Generally Billed, whichever is less. Since the Indiana 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 $201,699,000 and $95,909,000 in 2024 and 2023, 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 Bloomington Medicare Cost Report. "Allowable costs" for Medicare Cost Report purposes, however, are not reflective of all costs associated with IU Health Bloomington'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 Bloomington's participation in Medicare programs would significantly increase the Medicare shortfall reported on Schedule H, Part III, Line 7. IU Health Bloomington'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 Bloomington 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 Bloomington'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 - IU HEALTH BLOOMINGTON HOSPITAL: Line 16a URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16b FAP Application website - IU HEALTH BLOOMINGTON HOSPITAL: Line 16b URL: TTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - IU HEALTH BLOOMINGTON HOSPITAL: Line 16c URL: TTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE; Schedule H, Part VI, Line 2 Needs assessment Though IU Health Bloomington Hospital believes its CHNA process is comprehensive, the CHNA is done on a triennial basis. Between CHNA cycles, IU Health Bloomington Hospital 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 Bloomington 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 BLOOMINGTON HOSPITAL IS LOCATED IN MONROE COUNTY, A COUNTY LOCATED IN SOUTH CENTRAL INDIANA. MONROE COUNTY INCLUDES ZIP CODES WITHIN THE TOWNS OF BLOOMINGTON, ELLETTSVILLE AND UNIONVILLE. BASED ON THE MOST RECENT CENSUS BUREAU STATISTICS, MONROE COUNTY'S POPULATION IS 140,702 AND APPROXIMATELY 50.2% WERE FEMALE AND 49.8% MALE. Schedule H, Part VI, Line 5 Promotion of community health IU Health Bloomington Hospital is a subsidiary of Indiana University Health, Inc., a tax-exempt healthcare organization, whose Board of Directors is composed of members, of which substantially all are independent community members. IU Health Bloomington Hospital extends medical staff membership and clinical privileges to medical and allied health providers who meet the credentialing qualifications as well as any additional standards and rules set forth by its Board for medical staff appointment (in accordance with Indiana state law). Information on privileging and credentialing, including applying for membership, for IU Health Bloomington Hospital can be accessed on the IU Health website. A nondiscrimination clause is explicitly stated in IU Health Bloomington Hospital credentialing process. 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. During 2024, IU Health Bloomington Hospital's promotion of community health included the following highlights: - IU Health Bloomington Hospital has a permanent fitting station, as designated by the state, for car seat safety inspections and has four certified CPSTs (child passenger safety technician). Twenty hours per month are devoted to inspection appointments, available for free to parents and caregivers. Technicians inspect, educate, and assist those community members with their car seat questions and problems. The department also can also replace or give out a car seat if needed once inspection and education are completed. The car seats available range from newborn to booster seats to cover all children that are required by Indiana law to be in an appropriate car seat. - Our community health program provides safe sleep education and distributes safe sleep kits. The safe sleep kits are given to those who complete a short educational presentation and include a pack and play crib, crib sheet, sleep sac, and additional educational materials for the parents or caregivers. This service is also available to anyone caring for an infant who needs a bed. - Coordinated School Health is a program in Monroe County. A school health coordinator works with all of the county schools to improve the health and wellness of students and staff. The coordinator worked with teachers on mental health and suicide prevention, preparing to be better equipped to handle school issues post pandemic. The coordinator also assisted the school with sexual education, healthy eating, and increasing student physical activity. - IU Health Bloomington Community Health administered 4,443 immunizations and conducted 69 community health outreaches in 2024. Schedule H, Part VI, Line 6 Affiliated health care system Indiana University Health Bloomington Hospital 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 six regions that serve communities in Northwest, Northeast, Central and Southern Indiana. The 15 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 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 partners, conducted, and adopted its own community health needs assessment (CHNA) and implementation strategy. IU Health considered 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 initiatives as well as system-level strategies. 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 (IU Health Arnett and IU Health Ball) 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 received training in affiliate hospitals. Research conducted by IU School of Medicine faculty gave 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 partnered 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 identified and addressed significant needs unique to the communities they serve. However, some needs were common in communities served by multiple or all affiliate hospitals in the healthcare system and aligned with system priority areas, warranting a system-level strategy. The Community Health Division, along with additional internal partners such as the Office of Health Excellence Research and Engagement (HERE) and the IU Health Foundation, planed and provided technical assistance for system-level strategies that addressed these common needs including tobacco and nicotine cessation, infant and maternal health, hypertension, and social determinants of health. For example, the Community Health Division has launched a community health worker initiative throughout the system in outpatient and inpatient sites that did community outreach as part of the WeCare and iHEART initiatives. Each affiliate hospital collaborated with the Community Health Division to align and activate local resources to support local and system strategies. This benefits the community each affiliate hospital served and worked towards a statewide impact (system-level) on health outcomes. As part of the Community Health Division, the Community Outreach and Engagement Program's IU Health Serves initiative, a system-level team member volunteer program, sought to positively impact the health of communities IU Health affiliate hospitals serve and foster a culture of engagement and social responsibility. Each affiliate hospital coordinated the different initiatives of the program, including Days of Service. This was 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 $200 million Community Impact and Investment (CII) Fund was established in 2018 by IU Health to financially support high-impact community investing. The focus of these efforts addressed key social and environmental factors that impact different groups in the communities IU Health serves. Each affiliate hospital and its team members were eligible to pursue this grant opportunity with a community organization. Schedule H, Part VI, Line 7 State filing of community benefit report IN true STABILITY FIRST INC 210 W Morgan St Martinsville IN 46515 474429844 501(c)(3) 384756 Community Benefit NEW HOPE FAMILY SHELTER 1140 S Morton St Bloomington IN 47403 275077191 501(c)(3) 146674 Community Benefit CENTERSTONE IN 12404 PARK CENTRAL DR Dallas TX 75251 351147323 Corporation 127939 Community Benefit LAWRENCE COUNTY ECONOMIC GROWTH COUNCIL 1509 J St Bedford IN 47421 352020138 501(c)(3) 95500 Community Benefit The Greater Bloomington Chamber of Commerce Inc 421 W 6th St Bloomington IN 47404 350183215 501(c)(3) 6930 Community Benefit EMINENCE CHRISTIAN CHURCH 5333 S Main St Eminence KY 40019 610989627 501(c)(3) 5990 Community Benefit Tandem Community Birth Center and Postpartum House Inc 2613 E 3rd St Bloomington IN 47401 845009749 501(c)(3) 5060 Community Benefit 7 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds ALTHOUGH IU HEALTH BLOOMINGTON 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 X X X true true false false false false false true false DENZIL ROSS MD Director/President (SCR) (Part Year) 0 423818 0 100420 0 136582 0 91274 0 49881 0 801975 0 0 JOHN SPARZO MD Director/President (Part Year)/CMO (SCR) (Part Year) 426785 0 92067 0 2322 0 14503 0 49317 0 584994 0 0 0 KEVIN B GEBKE MD DIRECTOR 0 643514 0 322391 0 5631 0 120600 0 30502 0 1122638 0 0 BRYAN HOFF MD DIRECTOR 434536 0 222542 0 1242 0 13800 0 69016 0 741136 0 0 0 CORINNA REPETTO MD Director 316022 0 15889 0 3564 0 13057 0 67447 0 415979 0 0 0 HOJJAT M SHAMLOO MD DIRECTOR 521904 4000 166942 0 3564 0 13800 0 52583 0 758793 4000 0 0 MOHAN SHENOY MD Director 590853 5000 176740 0 810 0 13800 0 51447 0 833650 5000 0 0 BRIAN T SHOCKNEY FORMER OFFICER 0 858567 0 378478 0 93224 0 163560 0 62245 0 1556074 0 0 MICHAEL L CRAIG VP & CFO (SCR) 0 329178 0 43079 0 3564 0 13500 0 52357 0 441678 0 0 PAUL M CALKINS MD FORMER KEY EMPLOYEE 0 276784 0 75758 0 3429 0 11833 0 40375 0 408179 0 0 LARRY R BAILEY COO (SCR) (PART YEAR) 0 257714 0 38566 0 3564 0 12219 0 55292 0 367355 0 0 ALAN W BIGGS VP & COO (SCR) (PART YEAR) 57808 0 40090 0 145201 0 3936 0 6018 0 253053 0 0 0 DEREK B FIELDS VP - Prof Services (SCR) (Part Year) / COO (PART YEAR) 200205 0 46636 0 12626 0 10548 0 22776 0 292791 0 0 0 CYNTHIA R HERRINGTON VP & CNO (SCR) 273921 0 66838 0 2322 0 7107 0 44719 0 394907 0 0 0 BRECHIN NEWBY MD Chief Physician Executive (SCR) 418210 0 38558 0 810 0 13046 0 13703 0 484327 0 0 0 BRUCE R WADE VP - HUMAN RESOURCES (SCR) 0 215436 0 35292 0 3246 0 10210 0 59553 0 323737 0 0 TODD EADS MD PHYSICIAN 593163 0 680117 0 810 0 13800 0 36216 0 1324106 0 0 0 BRYAN E MCDONNELL MD Physician 788789 0 259116 0 6858 0 12718 0 62282 0 1129763 0 0 0 BRET J SPIER MD PHYSICIAN 588773 0 460925 0 810 0 13800 0 35516 0 1099824 0 0 0 JONATHAN W SURDAM MD PHYSICIAN 732204 0 227604 0 1242 0 13800 0 45844 0 1020694 0 0 0 JASON VOORHIES MD PHYSICIAN 869522 0 426400 0 810 0 13800 0 58030 0 1368562 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation IU HEALTH'S BLOOMINGTON'S REGIONAL PRESIDENT IS EMPLOYED BY IU HEALTH. IU HEALTH AND OTHER RELATED ORGANIZATIONS HAVE A PROCESS IN PLACE TO DETERMINE THE COMPENSATION FOR ITS OFFICERS AND KEY 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 OFFICERS 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. PLEASE SEE SCHEDULE O FOR ADDITIONAL DETAILS. Schedule J, Part I, Line 4a Severance or change-of-control payment Alan Biggs received severance payment of $144,844. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Denzil Ross, Brian T. Shockney, AND KEVIN GEBKE 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 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: - BRIAN SHOCKNEY: $87,593 Schedule J, Part I, Line 7 Non-fixed payments AMOUNTS DISCLOSED IN COLUMN B(II) INCLUDE A LONG TERM INCENTIVE FOR CERTAIN EXECUTIVES. 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 PERSONNEL AND COMPENSATION AND BOARD OF DIRECTORS PRIOR TO ANY INCENTIVE PAYOUT. Teressa Fields Mother of IUH Bloomington Director, Derek Fields 185600 Total Taxable and Non-Taxable compensation for employment in the normal course of business. false Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 44,928 including grants of $ 0)(Revenue $ 44,046) Rent from Related 501(c)(3) Organization. SECTION B, LINES 12, 13, 14, AND 16B - POLICIES IU HEALTH BLOOMINGTON IS PART OF THE IU HEALTH SYSTEM. AS THE SOLE MEMBER AND CONTROLLING PARENT OF IU HEALTH BLOOMINGTON, IU HEALTH AND ITS BOARD OF DIRECTORS HAVE MANDATED THAT CERTAIN POLICIES BE FOLLOWED TO ENSURE GREATER STANDARDIZATION THROUGHOUT THE SYSTEM. THUS, IU HEALTH BLOOMINGTON'S BOARD OF DIRECTORS WAS NOT REQUIRED TO SEPARATELY ADOPT A CONFLICT OF INTEREST, WHISTLEBLOWER, DOCUMENT RETENTION AND DESTRUCTION AND JOINT VENTURE POLICIES BECAUSE IU HEALTH'S BOARD OF DIRECTORS HAD ALREADY ADOPTED AND REQUIRED THESE POLICIES TO BE FOLLOWED BY ITS SUBSIDIARIES. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF IU HEALTH BLOOMINGTON IS IU HEALTH, A 501(C)(3) TAX-EXEMPT ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD OF DIRECTORS SHALL CONSIST OF THIRTEEN (13) MEMBERS. TO BE ELIGIBLE FOR BOARD MEMBERSHIP, A DIRECTOR CANDIDATE SHALL SATISFY THE SELECTION CRITERIA AND PERSONAL CHARACTERISTICS AS MAY BE ESTABLISHED BY IU HEALTH FROM TIME TO TIME. IT IS PREFERRED THAT AT LEAST THREE (3) OF THE DIRECTORS ARE PHYSICIAN MEMBERS, BUT IT IS NOT REQUIRED. THE COMPOSITION OF THE BOARD OF DIRECTORS SHALL BE CONSISTENT WITH THE FOLLOWING CRITERIA: I. TWO (2) MEMBERS SHALL BE REPRESENTATIVES OF INDIANA UNIVERSITY HEALTH BEDFORD, INC.; II. TWO (2) MEMBERS SHALL BE REPRESENTATIVES OF INDIANA UNIVERSITY HEALTH PAOLI, INC.; III. TWO (2) MEMBERS SHALL BE REPRESENTATIVES OF INDIANA UNIVERSITY HEALTH MORGAN, INC.; IV. FIVE (5) MEMBERS SHALL BE REPRESENTATIVES OF INDIANA UNIVERSITY HEALTH BLOOMINGTON, INC.; AND V. TWO (2) MEMBERS SHALL BE THE PRESIDENT OF THE IU HEALTH SOUTH CENTRAL REGION AND AN IU HEALTH EXECUTIVE LEADERSHIP REPRESENTATIVE VI. One member directly appointed by the Council, who will also be a representative of Indiana University Health Bloomington, Inc. ("Council Director"). Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE FOLLOWING MATTERS REQUIRE THE APPROVAL OF IU HEALTH, AS THE MEMBER, BEFORE BECOMING EFFECTIVE: (A) AUTHORIZE THE ESTABLISHMENT OR ACQUISITION OF ANY SUBSIDIARIES, AFFILIATES OR JOINT VENTURE ARRANGEMENTS OR ACQUISITIONS OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF ANY OTHER BUSINESS OR ENTITY; (B) RECOMMEND AND RATIFY OR AMEND AND OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; (C) AUTHORIZE ANY UNBUDGETED OPERATING OR CAPITAL BUDGET ITEMS OR DEVIATIONS, INCLUDING ANY ISSUANCE OR GUARANTEE OF ANY UNBUDGETED DEBT, GREATER THAN THE BUDGETED AMOUNT OF $100,000 FOR ANY INDIVIDUAL ITEM OR $300,000 PER FISCAL YEAR IN THE AGGREGATE; (D) AUTHORIZE THE INCURRENCE OF DEBT BY THE CORPORATION IN ACCORDANCE WITH POLICIES AND PROCEDURES ISSUED BY IU HEALTH, INCLUDING TO SERVE AS A GUARANTOR, SURETY OR CO-OBLIGOR; (E) AUTHORIZE ANY MERGER, CONSOLIDATION, REORGANIZATION, SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS OR A SUBSIDIARY ORGANIZATION OF THE CORPORATION; (F) AUTHORIZE ANY VOLUNTARY DECLARATION OF BANKRUPTCY, PLAN OF DISSOLUTION, ANY LIQUIDATING DISTRIBUTION OF ASSETS OR OTHER ACTION RELATED TO THE DISSOLUTION OR LIQUIDATION OF THE CORPORATION OR A SUBSIDIARY ORGANIZATION OF THE CORPORATION; (G) APPROVE ANY MANAGEMENT AGREEMENT FOR THE MANAGEMENT OF ALL OR A SUBSTANTIAL PART OF THE CORPORATION'S OPERATIONS; (H) APPROVE, UPON RECOMMENDATION OF THE NOMINATING COMMITTEE, THE MEMBERS OF THE BOARD OF DIRECTORS OF THE CORPORATION; (I) RECOMMEND AND RATIFY ANY STRATEGIC PLANS AND AMENDMENTS THERETO, WHICH WILL BE ALIGNED WITH IU HEALTH; (J) APPROVE ANY ACTION TO TERMINATE ACUTE CARE SERVICES OR CLOSE THE HOSPITAL OPERATED BY THE CORPORATION (THE "HOSPITAL"); AND (K) APPROVE ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION OR A SUBSIDIARY ORGANIZATION OF THE CORPORATION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE CFO REVIEWED AND APPROVED THE FORM 990. FOLLOWING THE CFO'S REVIEW AND APPROVAL, A COMPLETE COPY OF THE FORM 990 WAS MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO ITS FILING. EACH MEMBER WAS ALSO INFORMED OF THE AVAILABILITY OF IU HEALTH'S TAX DEPARTMENT TO ANSWER ANY QUESTIONS. Form 990, Part VI, Line 12c Conflict of interest policy IU HEALTH Bloomington 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 BLOOMINGTON'S ARTICLES OF INCORPORATION ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH THE INDIANA SECRETARY OF STATE'S WEBSITE. IU HEALTH BLOOMINGTON'S CONFLICT OF INTEREST PROCEDURES ARE DESCRIBED ON FORM 990, SCHEDULE O. IU HEALTH BLOOMINGTON 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 AS WELL AS IU HEALTH BLOOMINGTON'S FORM 990. Form 990, Part IX, Line 11g Other Fees Professional fees - Total Expense: 1707644, Program Service Expense: 1593010, Management and General Expenses: 114634, Fundraising Expenses: ; Other Fees - Total Expense: 284554, Program Service Expense: 265452, Management and General Expenses: 19102, Fundraising Expenses: ; Consulting - Total Expense: 1531552, Program Service Expense: 1428739, Management and General Expenses: 102813, Fundraising Expenses: ; Intercompany fees - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 8384675, Fundraising Expenses: ; Physician fees - Total Expense: 3781675, Program Service Expense: 3686325, Management and General Expenses: 95350, Fundraising Expenses: ; Contract Fees - Total Expense: 7451419, Program Service Expense: 6951207, Management and General Expenses: 500212, Fundraising Expenses: ; Other Expenses - Total Expense: 2140080, Program Service Expense: 1996417, Management and General Expenses: 143663, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Donated Property, Plant and Equipment - 493125; Total - 493125; LINE J - WEB SITE https://iuhealth.org/find-locations/iu-health-bloomington-hospital BLOOMINGTON ENDOSCOPY CENTER LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 352117943 HEALTHCARE IN 5514701 12857389 IUHB IU HEALTH SOUTHERN INDIANA PHYSICIANS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 351913875 HEALTHCARE IN 181576435 -399910080 IUHB INDIANA HEALTH INFO EXCHANGE INC 846 N SENATE AVE INDIANAPOLIS IN 46202 364550324 HEALTHCARE IN 501(c)(3) Type I false IU HEALTH BALL MEMORIAL PHYSICIANS INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 46204 351925641 HEALTHCARE IN 501(c)(3) 10 IUHBMH true IU HEALTH NORTH HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 46204 351932442 HEALTHCARE IN 501(c)(3) 3 IUH true IU HEALTH ARNETT INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 46204 263162145 HEALTHCARE IN 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