2025-11-13T14:16:25+00:00 2024-12-31 990 2024-01-01 351747218 Indiana University Health Care Associates Inc INDI 3179634842 950 N MERIDIAN STREET 1200 INDIANAPOLIS IN 46204 Todd A Williams VP & CFO 2025-11-13 2024 2025-03-06 01:10:19Z IU HEALTH PHYSICIANS David Ingram MD 950 N MERIDIAN STREET 1200 INDIANAPOLIS IN 46204 1434028998 false X SEE SCHEDULE O X 1987 IN To deliver preeminent medical care and service to our patients and communities through outstanding and innovative medical leadership and practice, while participating in and supporting excellence in education and research. 7 2 2839 0 0 2158085 2961490 1280635433 1430984156 437774 -104531 174769 83352 1283406061 1433924467 13591766 0 1351167149 1471012530 0 0 384310594 381404697 1735477743 1866008993 -452071682 -432084526 191252481 299949660 248876469 233054189 -57623988 66895471 X To deliver preeminent medical care and service to our patients and communities through outstanding and innovative medical leadership and practice, while participating in and supporting excellence in education and research. We achieve this with the vision of becoming the Midwest's premier academic multi-specialty physician group by being: - Renowned for our scope and quality of compassionate, patient-centered care; world-class care. - Recognized for our exemplary access and service to patients and referring physicians, putting patients first. - Lauded for our ability to improve the health of community for which it serves. - Distinguished for our scientific investigation and research that defines tomorrow's care. - Celebrated for our commitment to the education and training of health professionals and acclaimed for the quality of our learners. - Acclaimed for our development of world-class academic leadership and the next generation of health care experts. false false 1143381403 13591766 920141598 INDIANA UNIVERSITY HEALTH CARE ASSOCIATES, INC. ("IU HEALTH PHYSICIANS") IS THE MOST COMPLETE MULTI-SPECIALTY PHYSICIAN GROUP IN THE STATE OF INDIANA. IU HEALTH PHYSICIANS PROVIDES HIGH QUALITY PATIENT-CENTERED CARE PLACING THE HIGHEST PRIORITY ON THE NEEDS OF THE PATIENT AND THEIR FAMILIES, WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY. 604043603 0 486106950 IU HEALTH PHYSICIANS PROVIDES SERVICES, WHICH INCLUDE COORDINATED ACTIVITIES AND POLICIES, TO RELATED TAX-EXEMPT ORGANIZATIONS DESIGNED TO MEET THE MISSION OF THE INDIANA UNIVERSITY HEALTH SYSTEM. 26494133 0 21321279 IU Health Care Associates leases physician office and clinic space to tax-exempt RELATED 501(C)(3) ORGS. 4242695 0 3414329 INCOME (LOSS) FROM PASS-THROUGH ENTITIES 4242695 3414329 1778161834 true true false true false false false false false false true false false true true true false true false false false false false false false false false 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 2839 true false false false false false false true false X 7 2 false false false false true true true true true false false false true true true true true true false false false false IN X CRAIG J JONES 3179634842 950 N MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 DAVID ARONOFF MD Director/Chair 55.0 0 X X 589550 0 13802 KARL BILIMORIA Director/Vice Chair 55.0 0 X X 855308 0 36800 BRIAN T SHOCKNEY Director 10.0 45.0 X 0 1330269 225805 JAMIE B DIMOND DIRECTOR 2.0 0 X 0 0 0 JAY L HESS MD DIRECTOR 2.0 10.0 X 0 46500 0 KENNETH D PUCKETT DIRECTOR 5.0 50.0 X 0 1000489 194306 NATHAN LAMBERT MD Director 55.0 0 X 804860 0 66994 DAVID A INGRAM MD Interim President (Part Year) 2.0 53.0 X 1515736 0 228490 JUDITH L COLEMAN CFO (PART Year) 55.0 0.0 X 0 294493 56508 MICHELE S SAYSANA MD President (Part Year) 49.0 6.0 X 629341 0 29763 TODD A WILLIAMS CFO (Part Year) 25.0 30.0 X 0 440215 66454 MELISSA HOCKADAY COO/CNO 55.0 0 X 390603 0 65264 BRADLEY N BOHNSTEDT MD PHYSICIAN 55.0 0 X 2135395 0 37460 MARK W TURRENTINE MD DIVISION CHIEF 55.0 0 X 1582135 0 44300 PETER T ZAVISLAK MD PHYSICIAN 55.0 0 X 1395208 0 48424 RYAN D NAGY MD PRESIDENT (AAHC) 1.0 54.0 X 1404883 0 179152 XIAOTAO F QIAN MD Physician 55.0 0 X 1853619 0 73032 BRIAN D KREMER FORMER KEY EMPLOYEE 50.0 0 X 0 429810 71779 HIMANSHU SHAH MD FORMER OFFICER 55.0 0 X 460838 0 44300 JEFFREY F PEIPERT MD FORMER DIRECTOR AND OFFICER 55.0 0 X 128340 0 19129 RICHARD C ZELLARS MD FORMER OFFICER 55.0 0 X 367313 0 43373 14113129 3541776 1545135 true true false 0 2327458 138026 496006 2961490 NET PATIENT SERVICE REVENUE 621111 920141598 920141598 SHARED SERVICES 541900 486106950 486106950 RENT FROM RELATED 501(C)(3) ORGS 532000 21321279 21321279 INCOME (LOSS) FROM PASS-THROUGH ENTITIES 900099 3414329 3414329 0 0 0 0 1430984156 67543 67543 0 67543 67543 0 104531 0 -104531 -104531 -104531 All Other Revenue 900099 15809 15809 0 0 0 0 15809 1433924467 1430984156 0 -21179 X 13591766 13591766 6389751 6174294 215457 0 1517567 1466396 51171 1279189563 1236056338 43133225 37028652 35780076 1248576 89977706 86943731 3033975 56909291 54990356 1918935 2260 2260 14912 7456 7456 2730 2730 224273833 209257848 15015985 0 71372 71372 4478846 4178182 300664 1792913 896457 896456 35101674 35101674 696307 649564 46743 209439 209439 8079103 7698482 380621 21394021 21394021 DRUGS AND MEDICAL SUPPLIES 46468648 46468648 BAD DEBT 36125135 36125135 All Other Expenses 2100857 2000168 100689 Noncapitalized Equipment 559666 532843 26823 32981 32981 0 0 1866008993 1778161834 87847159 0 0 120173 0 257 103798111 114972788 0 0 0 0 6453071 6172415 69 0 11471859 10863190 141918450 66433807 54074767 75484643 0 3260478 3260478 1700000 1700000 10494126 87375716 191252481 299949660 182228939 185464622 0 103333 0 0 66647530 47486234 248876469 233054189 X -57623989 66895471 -57623989 66895471 191252480 299949660 X -432084526 0 0 0 0 556603986 X false true true false X 649581 707269 742923 2158085 2961490 7219348 865118008 1075144096 1228798195 1280635433 1430984156 5880679888 154975 177345 176914 109427 15809 634470 0 0 865922564 1076028710 1229718032 1282902945 1433961455 5888533706 0 0 0 0 0 0 148964534 278242006 385672063 419187053 541991634 1774057290 148964534 278242006 385672063 419187053 541991634 1774057290 4114476416 429438 757956 594810 508924 67543 2358671 0 429438 757956 594810 508924 67543 2358671 0 0 0 0 0 0 0 866352002 1076786666 1230312842 1283411869 1434028998 5890892377 0.69845 0.74104 0 0.0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 2730 2730 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY IU Health Care Associates paid institutional membership dues to the American Medical Group Associates ("AMGA") during 2024 in the amount of $27,300. The membership organization notified IU Health Care Associates that a portion of the dues it paid were used for lobbying purposes. The AMGA used 10.00%, or $2,730 of 2024 membership dues paid by IU Health Care Associates, for lobbying expenditures. 0 0 34375550 16586102 17789448 37618793 26193588 11425205 69924107 23654117 46269990 75484643 PENSION AND OTHER RET. ASSETS 10836421 All Other Assets 2914 Intercompany Receivables 76536381 87375716 0 Federal Income Taxes 0 PENSION AND OTHER RET. LIAB. 5011550 INTERCOMPANY PAYABLES (NET) 0 ALL OTHER LIABILITIES 42474684 47486234 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 Care Associates, 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 Care Associates, Inc.'s portion of the December 31, 2024, and 2023 deferred tax assets is $0 and $0 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 Care Associates, Inc.'s portion is $0. Net operating losses generated from 2005 through 2017 will expire between 2025 and 2037. Net operating losses generated after 2017 do not expire. true Indiana University School of Medicine 107 S Indiana Ave Bloomington IN 47405 356001673 Government 13590016 Physician Faculty Access to Care (PFAC) 0 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Although Indiana University Health Care Associates, Inc. does not monitor the use of grant funds once distributed, through due diligence the organization has reasonably confirmed that the entities or individuals to which the contributions are made meet specified qualifications, and in the case of entities, are highly reputable in the community and use the funds for the purposes intended. X X X X false true false false false false false true false JEFFREY F PEIPERT MD FORMER DIRECTOR AND OFFICER 126832 0 0 0 1508 0 5077 0 14052 0 147469 0 0 0 RICHARD C ZELLARS MD FORMER OFFICER 363749 0 0 0 3564 0 12871 0 30502 0 410686 0 0 0 DAVID ARONOFF MD Director/Chair 585198 0 0 0 4352 0 13800 0 2 0 603352 0 0 0 KARL BILIMORIA Director/Vice Chair 775000 0 0 0 80308 0 13800 0 23000 0 892108 0 0 0 KENNETH D PUCKETT DIRECTOR 0 631564 0 258569 0 110356 0 128220 0 66086 0 1194795 0 82802 NATHAN LAMBERT MD Director 476846 0 300909 0 27105 0 9218 0 57776 0 871854 0 0 0 BRIAN T SHOCKNEY Director 0 858567 0 378478 0 93224 0 163560 0 62245 0 1556074 0 0 HIMANSHU SHAH MD FORMER OFFICER 440435 0 16396 0 4007 0 13800 0 30500 0 505138 0 0 0 JUDITH L COLEMAN CFO (PART Year) 0 235721 0 56004 0 2768 0 11935 0 44573 0 351001 0 0 DAVID A INGRAM MD Interim President (Part Year) 895956 0 473130 0 146650 0 197990 0 30500 0 1744226 0 0 0 MICHELE S SAYSANA MD President (Part Year) 557155 0 70619 0 1567 0 6373 0 23390 0 659104 0 0 0 TODD A WILLIAMS CFO (Part Year) 0 378983 0 58910 0 2322 0 13176 0 53278 0 506669 0 0 BRIAN D KREMER FORMER KEY EMPLOYEE 0 351650 0 77350 0 810 0 13800 0 57979 0 501589 0 0 MELISSA HOCKADAY COO/CNO 332003 0 57790 0 810 0 10225 0 55039 0 455867 0 0 0 BRADLEY N BOHNSTEDT MD PHYSICIAN 932340 0 0 0 1203055 0 13800 0 23660 0 2172855 0 0 0 RYAN D NAGY MD PRESIDENT (AAHC) 771644 0 420130 0 213109 0 155784 0 23368 0 1584035 0 112500 0 XIAOTAO F QIAN MD Physician 1778761 0 68000 0 6858 0 13800 0 59232 0 1926651 0 0 0 MARK W TURRENTINE MD DIVISION CHIEF 1498986 0 70407 0 12742 0 13800 0 30500 0 1626435 0 0 0 PETER T ZAVISLAK MD PHYSICIAN 1283845 0 110877 0 486 0 13800 0 34624 0 1443632 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation IU HEALTH CARE ASSOCIATES 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 4b Supplemental nonqualified retirement plan DAVID A. INGRAM, M.D., KENNETH D. PUCKETT, RYAN NAGY, M.D., AND BRIAN SHOCKNEY PARTICIPATE IN AN IU HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN ITS 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 EXECUTIVES HAVE AN AMOUNT INCLUDED IN COLUMN B (III), OTHER REPORTABLE COMPENSATION, REPRESENTING THE CURRENT YEAR VESTED AMOUNTS RECEIVED UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: - KENNETH D. PUCKETT: $100,855 -BRIAN SHOCKNEY: $87,593 -DAVID INGRAM, M.D.: $141,019 -RYAN NAGY, M.D.: $210,670 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. Chansamone Saysana Spouse of IU Health Care Associates INC. Officer Michele Saysana MD. 428799 TOTAL TAXABLE AND NONTAXABLE COMPENSATION FOR EMPLOYMENT IN THE NORMAL COURSE OF BUSINESS. false LINE J - WEB SITE HTTPS://IUHEALTH.ORG/FOR-PROVIDERS/CAREERS-EDUCATION/IU-HEALTH-PHYSICIANS Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 4,242,695 including grants of $ 0)(Revenue $ 3,414,329) INCOME (LOSS) FROM PASS-THROUGH ENTITIES SECTION B, LINES 12, 13, 14, AND 16B - POLICIES IU HEALTH PHYSICIANS IS PART OF THE IU HEALTH SYSTEM. AS A MEMBER OF IU HEALTH PHYSICIANS, IU HEALTH AND ITS BOARD OF DIRECTORS HAVE MANDATED THAT CERTAIN POLICIES BE FOLLOWED TO ENSURE GREATER STANDARDIZATION THROUGHOUT THE SYSTEM. THUS, IU HEALTH PHYSICIANS' 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 CORPORATION HAS TWO (2) MEMBERS, WHICH ARE DESIGNATED AS THE CLASS A MEMBER AND THE CLASS B MEMBER. THE CLASS A MEMBER CONSISTS OF THOSE INDIVIDUALS WHO SERVE FROM TIME TO TIME AS THE TRUSTEES OF INDIANA UNIVERSITY AND HOLDS 49 MEMBERSHIP UNITS. THE CLASS B MEMBER IS INDIANA UNIVERSITY HEALTH, INC. AND HOLDS 51 MEMBERSHIP UNITS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Board of Directors shall consist of four "Ex Officio Directors three "Physician Directors" as described below: (a) the Dean, ex officio; (b) a director appointed by the Dean, ex officio; (c) two directors appointed by the CEO and President of IU Health ("IUH CEO"), ex officio; (d) an Associate who has been appointed by the Class A Member from a slate of candidates proposed by the Nominating Committee ("Physician Director A"); (e) an Associate who has been appointed by the Class B Member from a slate of candidates proposed by the Nominating Committee ("Physician Director B1"); and (f) another Associate who has been appointed by the Class B Member from a slate of candidates proposed by the Nominating Committee ("Physician Director B2"). At least one of the Physician Directors shall be a Department Chair of the School, unless otherwise agreed by the Class A and Class B Members. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders ANY DECISION BY THE BOARD OF DIRECTORS TO AMEND, SUPPLEMENT, OR REPEAL ALL OR ANY PART OF THE PROVISIONS CONTAINED IN THE ARTICLES OF INCORPORATION MUST BE DULY APPROVED BY A VOTE OF BOTH MEMBERS. 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 PHYSICIANS 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 PHYSICIANS' ARTICLES OF INCORPORATION ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH THE INDIANA SECRETARY OF STATE'S WEBSITE. IU HEALTH PHYSICIANS' CONFLICT OF INTEREST PROCEDURES ARE DISCLOSED ON FORM 990, SCHEDULE O. IU HEALTH PHYSICIANS 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. Form 990, Part IX, Line 11g Other Fees Professional fees - Total Expense: 20960612, Program Service Expense: 19553530, Management and General Expenses: 1407082, Fundraising Expenses: ; Fees-Other Services - Total Expense: 2595170, Program Service Expense: 2420957, Management and General Expenses: 174213, Fundraising Expenses: ; Consulting - Total Expense: 642753, Program Service Expense: 599605, Management and General Expenses: 43148, Fundraising Expenses: ; Intercompany fees - Total Expense: XXX-XX-XXXX, Program Service Expense: 157000518, Management and General Expenses: 11256280, Fundraising Expenses: ; Physician fees - Total Expense: 271734, Program Service Expense: 254200, Management and General Expenses: 17534, Fundraising Expenses: ; Contract service - Total Expense: 10634087, Program Service Expense: 9920223, Management and General Expenses: 713864, Fundraising Expenses: ; Academic support - Total Expense: 20912679, Program Service Expense: 19508815, Management and General Expenses: 1403864, Fundraising Expenses: ; Form 990, Part XI, Line 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES DURING 2024, IU HEALTH, A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION, MADE AN EQUITY TRANSFER TO IU HEALTH PHYSICIANS OF $556,331,924. SINCE IU HEALTH PHYSICIANS JOINED THE IU HEALTH SYSTEM, IU HEALTH HAS PROVIDED FUNDS TO SUPPORT IU HEALTH PHYSICIANS' EXEMPT PURPOSE. ALTHOUGH THERE WAS NEVER ANY INTENT FOR IU HEALTH PHYSICIANS TO REPAY IU HEALTH, THESE AMOUNTS WERE RECORDED AS INTERCOMPANY BALANCES RATHER THAN EQUITY TRANSFERS. DURING 2024, IU HEALTH PHYSICIANS ALSO RECORDED A CHANGE IN PENSION LIABILITY IN THE AMOUNT OF $272,062. Form 990, Part XI, Line 9 Other changes in net assets or fund balances EQUITY TRANSFER TO IU HEALTH PHYSICIANS - XXX-XX-XXXX; CHANGE IN PENSION LIABILITY - 272062; Total - XXX-XX-XXXX; ICEM-WISHARD LLC 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS IN 46204 271076327 HEALTHCARE IN 142173772 6319009 IUHCA INDIANA CLINIC-CRITICAL CARE LLC 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS IN 46204 264529552 HEALTHCARE IN 12031 0 IUHCA INDIANA CLINIC-FAMILY MEDICINE LLC 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS IN 46204 272619667 HEALTHCARE IN 0 0 IUHCA INDIANA CLINIC-NEUROLOGY LLC 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS IN 46204 264529479 HEALTHCARE IN 43441559 2119656 IUHCA THE INDIANA CLINIC SUPPORT SERVICES LLC 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS IN 46204 264225448 HEALTHCARE IN 1680472 446461 IUHCA Indiana Clinic-Urology LLC 950 N MERIDIAN ST STE 800 Indianapolis IN 46204 270181780 HEALTHCARE IN 22323957 1322955 IUHCA INDIANA UNIVERSITY HEALTH INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS IN 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