2025-11-16T09:49:25+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 835 N College Avenue Suite 1125 INDIANAPOLIS IN 46202 990 2024-01-01 351955872 Indiana University Health Inc INDI 3179634842 950 N MERIDIAN STREET 1200 INDIANAPOLIS IN 46204 Jennifer M Alvey Treasurer/SVP & CFO 3179634842 2025-11-16 false JENNIFER D Rhoderick P00395735 3176817000 2025-11-16 2024 2025-03-06 01:10:19Z DENNIS M MURPHY 950 N MERIDIAN STREET 1200 INDIANAPOLIS IN 46204 9467196246 false X SEE SCHEDULE O X 1995 IN Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states. 15 13 23797 1249 56792480 4776500 32681739 44119616 5379979956 5628434003 290300471 341192239 49100671 65814798 5752062837 6079560656 17981887 76055009 0 0 1842555722 1939963425 0 0 0 3109850425 3333148674 4970388034 5349167108 781674803 730393548 11659974071 12792763812 4670964576 5199592940 6989009495 7593170872 X Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states. false false 2614635251 76055009 2887628578 NET PATIENT SERVICE REVENUE: INDIANA UNIVERSITY HEALTH, INC. ("IU HEALTH") IS AN ACADEMIC HEALTH CENTER COMPRISED OF IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN AT IU HEALTH (TOGETHER REFERRED TO AS "IU HEALTH ACADEMIC HEALTH CENTER"), IU HEALTH SAXONY HOSPITAL, AND IU HEALTH MORGAN. IT ALSO OFFERS PHARMACY, HOME CARE, OUTPATIENT, AND EMERGENCY TRANSPORT SERVICES THROUGHOUT THE CENTRAL INDIANA AREA. IU HEALTH INCORPORATES A UNIQUE PARTNERSHIP WITH INDIANA UNIVERSITY SCHOOL OF MEDICINE ("IU SCHOOL OF MEDICINE"), ONE OF THE NATION'S LEADING MEDICAL SCHOOLS, TO GIVE PATIENTS ACCESS TO INNOVATIVE TREATMENTS AND THERAPIES, ALL WITHOUT REGARD TO THEIR ABILITY TO PAY. IU HEALTH IS ALSO THE PARENT ORGANIZATION OF THE IU HEALTH SYSTEM, INDIANA'S MOST COMPREHENSIVE HEALTH CARE SYSTEM. IU HEALTH METHODIST AND IU HEALTH UNIVERSITY HOSPITALS IU HEALTH METHODIST AND IU HEALTH UNIVERSITY HOSPITALS, LOCATED IN INDIANAPOLIS, INDIANA, ARE A 1,025-BED ADULT ACADEMIC HEALTH CENTER IN PARTNERSHIP WITH THE IU SCHOOL OF MEDICINE. IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL ARE DESIGNATED AS MAGNET HOSPITALS, RECOGNIZED FOR EXCELLENCE IN NURSING SERVICES AND HIGH-QUALITY CLINICAL OUTCOMES FOR PATIENTS. IU HEALTH UNIVERSITY HOSPITAL IS A LEADING ACADEMIC MEDICAL CENTER WITH A COMMITMENT TO DISSEMINATING RESEARCH FINDINGS WHILE IMPROVING THE QUALITY OF LIFE FOR PEOPLE ON A LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL BASIS. IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL BOTH SERVE AN ADULT POPULATION. THESE HOSPITALS LEAD THE WAY IN COMMUNITY BENEFIT INITIATIVES. A SUBSTANTIAL PIECE OF COMMUNITY BENEFIT IS PROVIDING EXCELLENT CARE TO PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH RILEY HOSPITAL FOR CHILDREN AT IU HEALTH, LOCATED IN INDIANAPOLIS, INDIANA, IS A 276-BED CHILDREN'S HOSPITAL THAT IS INDIANA'S LARGEST AND MOST COMPREHENSIVE PEDIATRIC HOSPITAL. IT IS REGULARLY RANKED AMONG THE TOP CHILDREN'S HOSPITALS IN THE COUNTY BY U.S. NEWS & WORLD REPORT'S BEST CHILDREN'S HOSPITALS. IN ADDITION TO CLINICAL EXPERTISE, RILEY HOSPITAL FOR CHILDREN AT IU HEALTH'S PARTNERSHIP WITH THE IU SCHOOL OF MEDICINE ENSURES THAT PATIENTS HAVE ACCESS TO THE MOST INNOVATIVE TREATMENTS AND THE LATEST RESEARCH AND TECHNOLOGY. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH PROVIDES COMPREHENSIVE, FAMILY-CENTERED CARE TO MORE THAN 250,000 CHILDREN ANNUALLY THROUGH ITS STATEWIDE PRIMARY AND SPECIALTY CARE OFFICES, AND INPATIENT AND OUTPATIENT SERVICES AT ITS FLAGSHIP HOSPITAL. PEDIATRIC PATIENTS AND THEIR FAMILIES TRAVEL FROM ALL 92 INDIANA COUNTIES, THE REGION AND THE WORLD TO ACCESS THE NATIONALLY RECOGNIZED CLINICAL PROGRAMS OF RILEY HOSPITAL FOR CHILDREN AT IU HEALTH. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH IS ALSO DESIGNATED AS A MAGNET HOSPITAL, RECOGNIZED FOR EXCELLENCE IN NURSING SERVICES AND HIGH-QUALITY CLINICAL OUTCOMES FOR PATIENTS. IU HEALTH SAXONY HOSPITAL IU HEALTH SAXONY HOSPITAL, LOCATED IN FISHERS, INDIANA, IS A 32-BED SPECIALTY CARE HOSPITAL PRIMARILY FOCUSING ON SURGICAL SERVICES FOR CARDIOVASCULAR AND ORTHOPEDICS. IT OPENED IN 2011 AND INCLUDES SIX OPERATING ROOMS, A FULL EMERGENCY DEPARTMENT, A HELIPAD FOR MEDICAL TRANSPORT AND A MEDICAL OFFICE COMPLEX. IU HEALTH SAXONY HOSPITAL IS ALSO HOME TO THE INDIANA UNIVERSITY HEALTH HIP AND KNEE CENTER. HERE, THE TEAM OF FELLOWSHIP TRAINED SURGEONS PERFORM MORE HIP AND KNEE REPLACEMENTS THAN ANY OTHER IU HEALTH FACILITY IN THE STATE. IU HEALTH MORGAN IU HEALTH MORGAN, AN OUTPATIENT DEPARTMENT OF THE IU HEALTH ACADEMIC HEALTH CENTER LOCATED IN MARTINSVILLE, INDIANA, OFFERS COVERAGE IN ADULT AND PEDIATRIC CARE; SPECIALTY CARE; EMERGENCY AND URGENT CARE; DIAGNOSTIC IMAGING INCLUDING 3D MAMMOGRAPHY; LAB TESTING; OUTPATIENT SURGICAL SERVICES; CANCER CARE, INCLUDING MEDICAL AND RADIATION ONCOLOGY; CARDIAC, PHYSICAL, SPEECH AND OCCUPATIONAL THERAPIES; SLEEP LAB; AND COMMUNITY HEALTH AND WELLNESS, INCLUDING MEDICAL NUTRITION THERAPY AND DIABETES CARE. 842740836 0 930731169 LABORATORY SERVICES: The laboratories of IU Health offer some of the most comprehensive laboratory services in Indiana. Open 24 hours a day, seven days a week, the laboratories perform more than 19 million tests a year. In addition to IU Health, laboratory testing services are provided to hospitals and physicians across the country. 567940839 0 627239382 MEMBER PREMIUM REVENUE: The Indiana University Health System has agreements to provide medical services to subscribing participants or members that generally provide for predefined payments (on a per member, per month basis), regardless of services actually performed. The cost to provide health care services under these agreements is accrued in the period in which the health care services are provided to a member based, in part, on estimates, including an accrual for medical services provided but not yet reported. 526305817 0 581257259 SHARED SERVICES REVENUE: AS THE PARENT OF THE INDIANA UNIVERSITY HEALTH SYSTEM, IU HEALTH FACILITATES EFFORTS AND SHARED SERVICES ON BEHALF OF AND FOR THE BENEFIT OF IU Health AND ITS AFFILIATES. CERTAIN COSTS RELATED TO PROVIDING THESE SHARED SERVICES ARE ALLOCATED OUT OR CHARGED TO THE AFFILIATES. FACILITATING THESE EFFORTS AND SERVICES ALLOWS IU Health AND ITS AFFILIATES TO BETTER CARRY OUT THEIR EXEMPT FUNCTIONS BY REDUCING COSTS, HAVING STANDARDIZED PRACTICES AND PROCEDURES, AND CREATING ECONOMIES OF SCALE. 493962684 0 545537188 PHARMACY SERVICES: Our network of pharmacies offers the ease of "one-stop" shopping. With services designed to meet your needs, we will provide expert care and help patients make the best use of their medications. 53070152 0 58611192 ALL OTHER PROGRAMS, SUCH AS RENT FROM RELATED 501(c)(3) ORGANIZATIONS, INCOME FROM PASS-THROUGH ENTITIES 1073338653 1185405639 5098655579 true true false true false false false false false true true true false false true true false true false false true false false false false false true true true false true true false false false false false false false false true false false false false false true true true true true false true X 3718 0 true 23797 true true true true CJ false false false false false false false false true false X 15 13 true false false false true true true true true false false false true true true true true true true true true true IN X CRAIG J JONES 3179634842 950 N MERIDIAN STREET SUITE 800 INDIANAPOLIS IN 46204 BISHOP JULIUS C TRIMBLE Director/Vice-Chair (Part Year) 6.0 0 X X 18750 0 0 BISHOP TRACY S MALONE Director/Vice-Chair (Part Year) 6.0 0 X X 8750 0 0 DENNIS M MURPHY DIRECTOR/PRESIDENT & CEO 60.0 1.0 X X 4720244 0 1000217 PAMELA WHITTEN DIRECTOR/VICE-CHAIR 6.0 0 X X 0 0 0 THOMAS V EASTERDAY BOARD CHAIR/DIRECTOR 6.0 0 X X 50000 0 0 ALICIA D MONROE MD DIRECTOR 6.0 0 X 35625 0 0 JAMES A DAVLIN V DIRECTOR 6.0 1.0 X 37500 0 0 JAY L HESS MD DIRECTOR 6.0 6.0 X 46500 0 0 JEFFREY A HARRISON DIRECTOR 6.0 0 X 35000 0 0 JEFFREY N SIMMONS DIRECTOR 6.0 0 X 0 0 0 KRISTIN MAYS-CORBITT DIRECTOR 6.0 0 X 28125 0 0 KYLE L GRAZIER DIRECTOR 6.0 0 X 43750 0 0 LARRY H STEVENS MD DIRECTOR 6.0 49.0 X 43500 653646 44300 MAUREEN BISOGNANO DIRECTOR 6.0 0 X 37500 0 0 QUINN BUCKNER DIRECTOR 6.0 0 X 35000 0 0 ROBERT A PALMER DIRECTOR 6.0 0 X 37500 0 0 ERIN R LEWIS Secretary/EVP/CAO & Gen. Counsel 54.0 1.0 X 1465223 0 240815 JENNIFER M ALVEY TREASURER/SVP & CFO 53.0 2.0 X 1820915 0 271950 DAVID A INGRAM MD EVP & CME 52.0 3.0 X 0 1515736 228490 GIL PERI President (Riley) 55.0 0 X 1037420 0 54076 JASON H GILBERT RN EVP & CNE 55.0 0 X 972595 0 204660 RONALD L STIVER SVP System Healthcare Operations 53.0 2.0 X 1526456 0 214194 RYAN D NAGY MD PRESIDENT (AAHC) 54.0 1.0 X 0 1404883 179152 BRIAN T SHOCKNEY SVP System Regional Operations 5.0 50.0 X 1330269 0 225805 JEFFREY C BIRD MD PRESIDENT (ECR) 0.0 55.0 X 1005128 0 176317 JOSEPH MEYER SVP System Operations 55.0 0 X 1411253 0 132926 KENNETH D PUCKETT SVP - Enterprise Growth and Activation 20.0 35.0 X 1000489 0 194306 NICOLE PAULK SVP Chief Strategy Officer 55.0 0 X 1029348 0 196663 MICHELLE A JANNEY RN FORMER KEY EMPLOYEE 53.0 2.0 X 688731 0 5959 PAUL M CALKINS MD FORMER KEY EMPLOYEE 25.0 30.0 X 355971 0 52208 18821542 3574265 3422038 3365 true true false WILHELM-GILBANE A JOINT VENTURE 3914 PROSPECT ST INDIANAPOLIS IN 46203 CONSTRUCTION 465301504 AYA HEALTHCARE INC 5930 CORNERSTONE COURT WEST STE 300 SAN DIEGO CA 92121 CONTRACT LABOR 275228520 WEDDLE BROS BUILDING SVCS 5350 W 84TH ST INDIANAPOLIS IN 46268 CONSTRUCTION 89099142 GARMONG CONSTRUCTION SVCS 5988 N MICHIGAN RD INDIANAPOLIS IN 46228 CONSTRUCTION 87251186 MESSER CONSTRUCTION 643 W COURT ST CINCINNATI OH 45203 CONSTRUCTION 84358734 1390 0 0 0 19725202 11099934 13294480 0 44119616 Net Patient Service Revenue 622110 2887628578 2887628578 0 0 Shared Services 900099 581257259 568905289 12351970 0 Pharmacy 446110 545537188 533469994 12067194 0 Reference Laboratory 621500 930731169 919884355 10846814 0 Member Premium Revenue 524298 627239382 627239382 0 0 56040427 38461605 17578822 0 5628434003 134391741 2570765 0 131820976 0 0 0 0 0 0 0 0 15581778 0 12404622 0 3177156 0 3177156 0 66301 3110855 3564835572 17195894 3364369285 10861683 200466287 6334211 206800498 0 3881379 202919119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Parking 812930 2208179 0 0 2208179 Education 900099 1825910 0 0 1825910 Telephone 517000 270766 0 0 270766 58332787 0 0 58332787 62637642 6079560656 5578159968 56792480 400488592 X 76055009 76055009 0 0 0 0 0 0 13986265 13566677 419588 1244662 1207322 37340 1580236939 1525891321 54345618 50224492 48497231 1727261 196845466 190075792 6769674 97425601 94075056 3350545 3717780 0 3717780 214934 107467 107467 2960130 1480065 1480065 996970 0 996970 9789699 0 9789699 560118849 534851244 25267605 0 19121940 0 19121940 38304974 36469113 1835861 163273021 81636511 81636510 0 0 0 99701450 99701450 0 4096706 3900361 196345 0 0 0 0 0 0 41546582 41546582 0 0 0 0 160743943 152982965 7760978 24434308 0 24434308 Drugs and Medical Supplies 1435752814 1435752814 0 Health Claims Paid to Providers 588393113 588393113 0 Hospital Assessment Fee 100703042 100703042 0 Unrelated Business Income Tax 4050429 0 4050429 75227990 71762444 3465546 0 5349167108 5098655579 250511529 0 91812 78094 995606029 683723911 7209495 6200476 748964312 808790510 0 0 0 0 60768292 55150057 99611209 111630292 170926226 177575688 6411007290 2993259896 2614663025 3417747394 3898265131 4110697713 2716825000 3080563000 326617461 321151151 7852193 7852193 12573886 11603333 11659974071 12792763812 683653111 1004940189 0 5866927 6085288 2073278000 1915523000 0 0 0 150053041 247029656 0 1758113497 2026014807 4670964576 5199592940 X 6987153630 7591315007 1855865 1855865 0 0 0 6989009495 7593170872 11659974071 12792763812 X 730393548 399782498 -8211 -526006458 X false true true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 841438 false true 155532 996970 false Schedule C, Part II-B, Line 1i OTHER ACTIVITIES Several membership organizations notified IU Health during 2024 that a portion of the dues it paid would be used for lobbying purposes as follows: 340B Health: 6.5% or $813.00 American Hospital Association: 32% or $18,572.00 Association of American Medical College (AAMC): 1.65% or $390.00 Children's Hospital Association: 21.91% or $43,798.00 Indiana Hospital Association: 11.78% or $45,180.00 NAACOS: 15% or $1,650.00 America's Essential Hospitals: 13% or $25,789.00 Greater Indianapolis Chamber of Commerce: 5% or $12,500.00 Indiana Chamber of Commerce: 12% or $6,840.00 Total Portion of Dues Used for Lobbying Purposes: $155,532 Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY During 2024, IU Health spent a total of $841,438 in direct federal and state lobbying expenditures. During 2024, IU Health advocated before our federal legislative and executive branches on the following issues: - Pricing Transparency/Surprise Billing/Good Faith Pricing Estimates - Changes to Medicare/Medicaid reimbursement - Graduate Medical Education - Medicaid/Medicare Managed Care - Changes to OPPS/IPPS reimbursement - Accountable Care Organizations - 340B program - Critical Access and Rural Hospital Matters - Disproportionate Share Hospital Payments - Telemedicine/Telehealth - Electronic Health Records Interoperability - Organ Transplant Allocation and Regulatory Oversight - CMS Regulatory Requirements - Budget Matters - Billing and Reimbursement - Provider Workforce Matters - Provider Safety During 2024, IU Health advocated before Indiana's state legislative branch on the following issues: - Provider Reimbursements - Medicaid Reimbursement Policies - Provider Licensure Matters - Insurance Matters - Cost of Healthcare - Medicaid Managed Care - Telehealth/Telemedicine - Public Safety - Pricing Transparency/Surprise Bills/Good Faith Pricing Estimates - Health Care Regulation - Social Services - Patient Safety Matters - Access to Health Care - Opioids/Addictions Services - Graduate Medical Education - Budget Allocations - Provider Workforce Matters - Transgender Care - Maternal Care - Infant Mortality 1855864 1855864 1855864 1855864 1855864 1855864 1855864 1855864 1855864 1855864 0.0 1.0 0.0 false true true 353728562 353728562 1524025358 684667899 839357459 62781759 38405639 24376120 1800314077 1536026068 264288009 2670157534 734160290 1935997244 3417747394 Closely-held equity interests Financial derivatives ALTERNATIVE INVESTMENTS 3080563000 F 3080563000 0 Federal Income Taxes 0 DUE TO THIRD-PARTY PAYERS 66772307 ENVIRONMENTAL OBLIGATIONS 7264845 ACCRUED INTEREST ON BONDS 14610175 SELF-INSURANCE LIABILITIES 1850881 LEASE LIABILITIES - OPERATING 49913857 Intercompany Payable 1885602742 2026014807 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds PERMANENTLY RESTRICTED NET ASSETS ARE GENERALLY RESTRICTED FOR INDIGENT AND OTHER PATIENT CARE SERVICES, MEDICAL EDUCATION AND RESEARCH PROGRAMS, AND MEDICAL SUPPLIES AND EQUIPMENT. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Internal Revenue Service has determined that Indiana University Health and certain of its affiliated entities are tax-exempt organizations as defined in Section 501(c)(3) of the Internal Revenue Code (IRC). Indiana University Health and its tax-exempt affiliates are, however, subject to federal and state income taxes on unrelated business income under the provisions of IRC Section 511. Deferred income taxes 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 $110,705,000, and $141,386,000, respectively, relating to net operating loss carryovers. Indiana University Health, Inc.'s portion of the December 31, 2024, and 2023 deferred tax assets is $6,807,992 and $4,513,275 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, Indiana University Health, Inc.'s portion is $2,294,717. At December 31, 2024, Indiana University Health System has available net operating loss carryforwards of $445,118,000, Indiana University Health, Inc.'s portion is $21,438,672. Net operating losses generated from 2005 through 2017 will expire between 2025 and 2037. Net operating losses generated after 2017 do not expire. Central America and the Caribbean 0 0 Investments N/A 2145835164 North America (Canada & Mexico only) 0 0 Investments N/A 45335230 Central America and the Caribbean 0 0 Unrelated Business Activities,UNRELATED TRADE/BUS. N/A 17450 Central America and the Caribbean 0 2 Program Services SELF-INSURANCE 9889968 Central America and the Caribbean 0 35 Speaking engagements,Conference Travel Conferences or continuing education 31401 East Asia and the Pacific 0 11 Speaking engagements,Conference Travel Presenting at conference 30819 Europe (Including Iceland and Greenland) 0 65 Speaking engagements,Conference Travel Conferences or continuing education 162337 Europe (Including Iceland and Greenland) 0 7 Program Services Transplant and Destination Services Collaboration 19655 Middle East and North Africa 0 15 Speaking engagements,Conference Travel CONFERENCE OR CONTINUING EDUCATION 100249 Middle East and North Africa 0 7 Program Services Transplant and Destination Services Collaboration 52696 North America (Canada & Mexico only) 0 71 Speaking engagements,Conference Travel CONFERNCES OR CONTINUING EDUCATION 79016 South America 0 4 Speaking engagements,Conference Travel CONFERENCES OR CONTINUING EDUCATION 11692 Sub-Saharan Africa 0 20 Speaking engagements,Conference Travel CONFERENCES OR CONTINUING EDUCATION 20863 Europe (Including Iceland and Greenland) 0 0 Investments N/A 38758316 East Asia and the Pacific 0 0 Investments N/A 50369886 Sub-Saharan Africa 0 12 Program Services Transplant and Destination Services Collaboration 17513 0 249 0 0 0 249 2290732255 0 2290732255 true false true true true true Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Cash,Accrual; EAST ASIA AND THE PACIFIC-Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash; MIDDLE EAST AND NORTH AFRICA-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Cash; SOUTH AMERICA-Cash; SUB-SAHARAN AFRICA-Cash Schedule F, Part V ACTIVITIES PER REGION THE AMOUNTS REPORTED ON SCHEDULE F, PART I, LINE 3 INCLUDE THE BOOK VALUES OF FOREIGN INVESTMENTS, INSURANCE PREMIUMS PAID DIRECTLY TO AN OFF-SHORE CAPTIVE, STRATEGIC BUSINESS, TRAVEL AND MEETING EXPENSES PAID TO ATTEND OFF-SHORE CAPTIVE MEETINGS, AND TRAVEL AND RELATED EXPENSES PAID TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES. true true X true X 300 false 0 61844 110440779 0 110440779 0.02043 0 141058 1494898909 1028294956 466603953 0.08630 0 0 0 0 0 0.0 0 202902 1605339688 1028294956 577044732 0.10672 12 121783 46523480 10596400 35927080 0.00664 4 9105 89460364 21391994 68068370 0.01259 2 14524 18112564 11941596 6170968 0.00114 0 0 0 0 0 0.0 4 23538 58352015 4372418 53979597 0.00998 22 168950 212448423 48302408 164146015 0.03036 22 371852 1817788111 1076597364 741190747 0.13708 0 0 0 0 0 0.0 1 1 250000 0 250000 0.00005 1 0 5500000 0 5500000 0.00102 0 0 0 0 0 0.0 0 0 0 0 0 0.0 1 4 3664 3664 0.00000 0 0 0 0 0 0.0 1 4321 62071 0 62071 0.00001 0 0 0 0 0 0.0 4 4326 5815735 0 5815735 0.00108 true 1370993 0 346803476 441479790 -94676314 X true true BELTWAY SURGERY CENTERS LLC AMBULATORY SURGERY CENTER 0.2923 0 0.431 SENATE STREET SURGERY CENTER LLC AMBULATORY SURGERY CENTER 0.2944 0 0.4228 INDIANA ENDOSCOPY CENTERS LLC AMBULATORY SURGERY CENTER 0.4909 0 0.2592 ROC SURGERY LLC AMBULATORY SURGERY CENTER 0.297 0 0.4177 BALL OUTPATIENT SURGERY CENTER LLC AMBULATORY SURGERY CENTER 0.4409 0 0.2609 IU Health SW Fort Wayne ASC LLC AMBULATORY SURGERY CENTER 0.3896 0 0.2665 1 1 INDIANA UNIVERSITY HEALTH 1701 N SENATE BLVD INDIANAPOLIS IN 46202 HTTPS://IUHEALTH.ORG/ 23-005051-1 X X X X X X SEE PART V, SECTION C FOR ADDITIONAL INFORMATION INDIANA UNIVERSITY HEALTH 1 false false true X X X X X X X X X 24 true true 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 HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE X HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE X X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E IU HEALTH'S 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 METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN. IU Health operates four hospital locations that are licensed as a single hospital by the Indiana Department of Health. These hospital locations are as follows: - IU Health Methodist Hospital - IU Health University Hospital - Riley Hospital for Children at IU Health - IU Health Saxony Hospital (soon to be IU Health Fishers Hospital) IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children are in Indianapolis, Marion County, Indiana and are referred to as the IU Health Academic Health Center. IU Health Saxony Hospital is in Fishers, Hamilton County, Indiana. Although licensed as a single hospital, each of these facilities serve different, although sometimes overlapping, portions of the community which present their own unique health needs. To consider all these unique health needs, IU Health conducted separate community health needs assessments ("CHNAs") for each of its four hospitals. IU Health Methodist/University Hospitals The defined community for the most recent CHNA conducted in the current tax year (i.e., 2024) is Marion County, Indiana, where the hospital resides. 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. IU Health Methodist Hospital obtained the insight and views of those who live in and service Marion County through community meetings, a survey sent to those who were unable to attend the community meetings, and key informant interviews (including those possessing public health expertise). Additional input was gathered when two focus groups were held for social workers and community health workers from IU Health and two other local healthcare systems. People and organizations representing a broad range of sectors, services and groups in the community were invited to attend. In collaboration with Ascension St. Vincent (Indianapolis) and Community Health Network, two meetings were held in May 2024 (one in-person and the other virtual) to receive input on the health needs in Marion County that primarily impact adults. The meetings were attended by 41 people in total. The prioritized significant community health needs from the 2021 CHNAs of IU Health Methodist Hospital, Ascension St. Vincent (Indianapolis) and Community Health Network were presented at the beginning of each meeting. Participants were asked to share their feedback on the status of these health needs in Marion 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 the participants to prioritize and select the top three health needs for their community (i.e., significant community health needs). Highlights of the discussion during the community meetings included many, if not all, of the previously identified 2021 CHNA significant community health needs. Most participants agreed that COVID-19 seemed less of a problem in the community now. Suggested additions to the list included: - A more specific focus on certain SDOH, including unsafe and unaffordable housing; food insecurity and food literacy; poverty and jobs without a living wage; transportation to and from healthcare services; better and more timely public transportation; violence prevention; and discrimination - Medical legal partnerships are important to help people with landlord/tenant issues, immigration/naturalization, custody/visitation and expunging criminal records - Vaccinations - The many barriers for homelessness and housing instability (i.e., substance use and mental illness) - Sexually transmitted infections and infectious disease - Wait times are impacting access to home care and other healthcare services, especially for older adults and people with disabilities - Meeting social needs is important, but equally important is addressing the underlying root causes - There are fewer pharmacies in the community and people are having to travel farther to get their medications - Exposure to environmental contaminants is often overlooked - Grief and trauma and their impact on health - Social isolation and its impact on mental health - Enhancements to the built environment to encourage healthy lifestyles, increase safety and support different types of travel - Health literacy - Navigating healthcare services and better care coordination - Vaping needs to be included in tobacco use - Another barrier to accessing healthcare including technology, not everyone has a smart phone, data plan or access to the internet The Marion County discussion pointed out places and people who may not have enough support to stay healthy. When thinking about Marion County, the participants thought these were the greatest assets to promote health and well-being in the community. - People and their families - Multiple healthcare systems, schools, churches and a strong faith-based community - Many social services that could be accessed if people had knowledge of them - Transportation - Philanthropy and nonprofits - Community centers - Clinics and mobile units "meeting people where they are at" - Community health workers For those unable to attend the community meetings, a separate survey was distributed to receive their input on comparable questions posed during those meetings. Twelve people responded to the survey. These findings were combined with those of the community meeting participants. This process identified the following needs as the most significant for Marion County, which are not listed in any order: - Access to healthcare services (including trustworthy, supportive and affordable care, health education and flexibility in hours and days of service) - Access to mental health and substance use treatment (including more services for all people and behavioral and healthcare coordination) - Chronic disease prevention and management (especially hypertension and diabetes and their risk factors) - Social determinants of health (especially safe and affordable housing, food access, poverty and discrimination) - Violence prevention (including addressing its many forms [e.g., intimate partner and gun-related injuries] and root causes) A total of 18 social workers from Ascension St. Vincent (Indianapolis), Community Health Network and IU Health participated in a focus group to understand the health needs of the patients they serve in the community. The common themes from the focus group participants were: - Access to mental health and substance use disorder services (especially for pediatrics and pregnant women) - Certain benefits from the state are changing or going away (e.g., A&D benefits) that impact people's ability to get services - Challenging to share all the services that are available, systems such as healthcare and social services are large and connecting people is difficult - Food insecurity - Health literacy - Housing (expensive and not safe) - Insurance coverage (people do not understand their benefits) - Invest in integrated care models that are inclusive of social and healthcare services - Lack of home-based healthcare services - Lack of support for people experiencing homelessness - Lack of technology to reach people and provide services - Language barriers and lack of interpreters to help access services - More patient coordinators - Older adults and their health and social needs - Quality of skilled nursing facilities - Transportation challenges - Paying utilities - Violence and firearm deaths - Workforce shortages (including nursing, group home staff and social workers - workforce should reflect the population being served) Schedule H, Part V, Section B, Line 5 Facility , 2 Facility , 2 - IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN (continued). A total of eleven community health workers from Ascension St. Vincent (Indianapolis), Community Health Network and IU Health participated in a focus group to understand the health needs of the patients they serve in the community. The common themes from the focus group participants were: - Access to healthcare services is challenging (including lack of health insurance, lack of flexibility in days/times offered and long waits to see a provider) - Access to mental health and substance use disorder treatment is challenging - Caregiver support is challenging for families - Demand is going up for assistance and not enough resources - Dental and vision coverage is hard to obtain - Food insecurity - Housing (expensive, unsafe or not stable) - Income is low and costs are high - Isolation - Insurance coverage (people do not have it or they do not understand their benefits) Language barriers and lack of interpreters to help access services - Long COVID - More people needing support (despite income and health insurance coverage) - More community health workers needed to meet the increasing social and healthcare needs of people - Substance use disorder (including impact on pregnancy) - Transportation (unreliable, expensive and inadequate public transportation) Seven interviews were conducted with representatives from the local and state public health department, an organization focused on minority health, Federally Qualified Health Center (FQHC), a large faith-based organization, an organization focused providing service to older adults and a food bank to obtain subject matter expertise on the health and well-being of those living in Marion County. The following issues were discussed as significant: - The overall health of the community is declining due to health conditions and behaviors such as obesity, preventable diseases, substance use disorder and vaping as well as a lack of transportation to health and social services, no access to healthy foods, limited access to safe and affordable housing and limited access to healthcare and mental health services. Seeing generations of families with obesity and childhood obesity is creating a generation of young adults with Type II Diabetes. - People of all ages are less likely to receive the information, life skills and resources needed to build healthy habits, and their environments do not support healthy behaviors. - Poor life expectancy and quality of life. - Not enough is being done to ensure optimal health for all community members. A better practice of disaggregating data and connecting it to factors that influence health is needed. There is a need to keep looking at the data to identify the prevalence of disease and risk factors and mortality in certain populations. - When thinking about the state, people living in rural areas experience differences in transportation to health and emergency services; access to healthy foods; access to the internet and technology for telehealth; and a lack of healthcare and mental health providers. - Certain groups face worse health outcomes than the general population. - Mental health and substance use disorders are challenges because there are not enough providers to offer services to people of all ages; accidental drug and toxification overdoses; comorbidity between each; the stigma faced by those that are ill; the intersection of SDOH and mental illness (i.e., anxiety and depression) and when untreated or poorly managed, both can impact other health outcomes. - The gaps in the healthcare workforce impact the delivery of care. More providers are needed that focus on dental health, mental health, older adults, pediatrics and women's health as well as those that "look like the populations served." - Infant mortality is the number one indicator of the health of the community. Infant and maternal health and the many factors that impact it include ability to pay for services and insurance coverage, obesity, substance use disorder, smoking, lack of access to prenatal care, literacy (including health literacy) and language barriers, and the unique needs of all pregnant women. Some communities have no prenatal, pregnancy or postpartum care for women nor any subsequent care options for their infants. - Continued collaboration is needed between hospitals, healthcare systems, FQHCs and the state and LHDs to understand the health profile of communities; share data; deliver comprehensive health prevention and promotion services; bring more flexibility in the delivery of services to better accommodate all patients and their families; implement innovative models of care; and track the impact of efforts on health outcomes. - Better collaboration (including data sharing) is needed between social services and healthcare providers to ensure a more comprehensive approach to addressing the interconnectivity between a person's physical, social and mental health. - SDOH poorly impacting people's health includes economic stability and being paid a living wage; housing costs; accessing quality food, education, childcare and jobs with healthcare benefits; and transportation to medical and other services. Some SDOH, like food insecurity, are also tied not only to poor health outcomes, but violence, absenteeism and lack of education. - Violence prevention, especially in youth and young adults. There is a need to address all forms of violence including gun violence and intimate partner violence. Need to support better gun safety in the community. - The awareness of trends and developments that may not rise to the top as "significant" but chronically plague the health of a community and need the attention of public health and healthcare including congenital syphilis, autism screenings and assessments for children, environmental health (e.g., lead poisoning prevention) and dental care. - Understanding the healthcare system and patient access points, the availability of healthcare services and insurance benefits as well as the lack of care coordination can be challenging for individuals and families. 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: - Boys II Men - Center for Interfaith Cooperation - Central Indiana Community Foundation - CHIP Indy (Coalition for Homelessness Intervention and Prevention) - CICOA Aging & In-Home Solutions - City of Indianapolis - Department of Metropolitan Development - Coburn Place Consulate of Mexico in Indianapolis - Covering Kids & Families of Indiana - Damien Center - Dove Recovery House for Women - Early Learning Indiana - Eastern Star Church - Exodus Refugee Immigration - Fay Biccard Glick Neighborhood Center - Genesys Solutions - Gleaners - Health by Design/Indiana Public Health Association - Hoosier Environmental Council Horizon House - Immigrant Welcome Center - Indiana Department of Health - Indiana Minority Health Coalition - Indiana University Center for Global Health Equity - Indiana University Richard M. Fairbanks School of Public Health - Indianapolis Public Library - Indianapolis Recorder Newspaper - Indy Public Safety Foundation Inc. - IndyGo Foundation - Intend Indiana - Jane Pauley Community Health Center - John Boner Neighborhood Centers - La Plaza Latino Health Organization - Madam Walker Legacy Center - Marion County Public Health Department - Medical-Legal Partnerships of Indiana Legal Services - Mount Zion Baptist Church of Indianapolis - Mt. Carmel Baptist Church - Near North Development Corporation - Pathway to Recovery, Inc. - Purdue Extension of Marion County - Raphael Health Center, Inc. - Regenstreif Institute, Inc. - Rehabilitation Hospital of Indiana - Saint Monica Catholic Church - YMCA of Greater Indianapolis/Top 10 Coalition Riley Hospital for Children at IU Health The defined community for the most recent CHNA conducted in the current tax year (i.e., 2024) is Marion County, Indiana, where the hospital resides. 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. Schedule H, Part V, Section B, Line 5 Facility , 3 Facility , 3 - IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN (continued). Riley Hospital for Children at IU Health obtained the insight and views of those who live in and service Marion County through community meetings, a survey issued to those who were unable to attend the community meetings, a survey issued to internal healthcare providers and other team members from the hospital and key informants (including those possessing public health expertise). Additional input came from two focus groups held for social workers and community health workers from IU Health and two other local healthcare systems. People and organizations representing a broad range of sectors, services and groups in the community were invited to attend. In collaboration with Ascension St. Vincent (Indianapolis) and Community Health Network, two meetings were held in June 2024 (one in-person and the other virtual) to receive input on the health needs in Marion County that primarily impact maternal, infant and child health.1 The meetings were attended by 46 people in total. The significant community health needs from the 2021 CHNAs of Riley Hospital for Children at IU Health, Ascension St. Vincent (Indianapolis) and Community Health Network were presented at the beginning of each meeting. Participants were asked to share their feedback on the status of these health needs in Marion 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 the participants to prioritize and select the top three 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 of health needs included: - Access to substance use treatment for mothers and adolescents - Difficulties navigating the healthcare system and accessing services - Stigma around mental health and seeking services - Nutrition, drug use and sugar consumption education for youth - Families not completing well-child visits - Availability of healthcare appointments and bringing healthcare to patients (e.g., school and daycare) - Integrating healthcare into the community - Transportation to health and social services - Affordable food and medicines - Understanding trauma and its impact on children's and families' health - Trusting the healthcare system and providers - Housing - Dental and vision screenings for youth - The length of time between referral and visit to a physician, especially a specialty doctor Family planning services/preconception - Better sex health education, especially in schools - Violence prevention and intentionally working to improve SDOH, especially poverty, to reduce violence in the community - Increased need for community health workers embedded in the community The Marion County discussion pointed out places and people who may not have enough support to stay healthy. When thinking about Marion County, the participants thought these were the greatest assets to promote health and well-being in the community. - Schools - Faith-based organizations - The influence healthcare systems could have in changing policy and systems in the communities - More community-based organizations and healthcare systems are investing in family resource navigators - Seeing more programs invest in services that support the whole family, not just the children Safe Sleep programs - The program All Things to All People - SPARK - Dietitians and lactation consultants through programs like WIC - IU Health Congregational Care Network Interviews - same as above for Methodist/University Social workers focus group - same as above for Methodist/University Community health workers focus group - same as above for Methodist/University Internal survey A survey was also issued to internal healthcare providers and team members at Riley Hospital for Children at IU Health, asking them to identify the top health needs among the patients they serve. Among the 48 responses, these were the needs identified as most significant, which are not listed in any order: - Access to healthcare services - Access to mental health and substance use treatment - Maternal and infant health - Social determinants of health (especially housing, transportation to health and social services, food insecurity, and economic stability) Individuals from organizations representing different sectors and groups within the local community participated in key informant interviews, community meetings, focus groups, and survey. Participants included representatives from the following organizations: - Aspire Indiana Health - CareSource - Child Care Answers - Eastern Star Church - Eskenazi Health - Fathers and Families Center - Family and Social Services Administration - Office of Early Childhood and Out-of-School Learning - Gleaners - Goodwill of Central and Southern Indiana - Nurse Family Partnership - Grassroots Maternal and Child Health Initiative - Health Access Ascension - HealthNet Inc. - Indiana Department of Health Indiana - Diaper Bank - Indiana Family to Family - Indiana Minority Health Coalition - Indianapolis Public Schools - Indiana Perinatal Quality Improvement Collaborative (IPQIC) - Indianapolis Public Schools (IPS) - Stronger Tomorrows Program - Jane Pauley Community Health Center - Jump IN for Healthy Kids - Kids' Voice of Indiana - Managed Health Services (MHS) Indiana - Marion County Public Health Department - Martin Luther King Community Center - Miracle Place - MLK Center Indianapolis - Outreach, Inc. - Playworks - Postpartum Support International - Indiana Chapter - Reach For Youth, Inc. - Shepherd Community Center - Starfish Initiative The Indianapolis Foundation - The Milk Bank - The Mind Trust - The Villages of Indiana, Inc. - Volunteers of America Ohio and Indiana IU Health Saxony Hospital The defined community for the most recent CHNA conducted in the current tax year (i.e., 2024) is Hamilton, Hancock and Marion Counties. The hospital resides in Hamilton 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. IU Health Saxony Hospital obtained the insight and views of those who live and service Hamilton, Hancock and Marion County through community meetings, a survey sent to those who were unable to attend the community meetings, an internal survey sent to healthcare providers and other team members from the hospital and key informant interviews (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. In collaboration with Ascension St. Vincent, Community Health Network, Riverview Health and the Hamilton County Health Department, two meetings (in-person and virtual) were held in May 2024 to receive input on the health needs in Hamilton County. The meetings were attended by 43 people in total. The significant community health needs taken from the 2021 CHNAs of IU Health Saxony, Ascension St. Vincent, Community Health Network and Riverview Health were presented at the beginning of each meeting. Participants were asked to share their feedback on the status of these health needs in Hamilton 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). Schedule H, Part V, Section B, Line 5 Facility , 4 Facility , 4 - IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN (continued). Highlights of discussion during the community meeting included many, if not all, of the 2021 CHNA significant community health needs. Suggested additions to the list include tobacco and vaping, especially among youth. Additional highlights of the 2024 discussion include: - The perception that many individuals cannot afford healthcare - Navigating the healthcare system is challenging for some - Care coordination across healthcare systems needs to improve including sharing patients' health information - The challenges of older adults are great, including economic stability and its impact on providing for basic needs, fall risk and emergency calls for falls, lack of having a primary care doctor, a shortage of geriatricians to care for their unique needs, navigating different insurances and the need for more aging-in-place options, such as assisted living centers, senior living neighborhoods, and senior day centers to keep them safe - There is a significant shortage of affordable or covered (insurance) behavioral health providers who care for individuals before they reach a crisis as well as behavioral health inpatient care There are increasing mental health challenges for youth - There is no public transportation in Hamilton County; transportation is expensive and not having it may impact employment and the needs of certain populations such as older adults and people with disabilities - People seek to live and work outside of Hamilton County which causes workforce shortages, especially for jobs that pay a lower salary - Affordable housing in Hamilton County in safe and desirable areas is lacking (especially for people with lower incomes, older adults and people with disabilities); wages do not keep up with the housing expenses in the county - People prioritize which basic needs require spending money, which may mean healthcare is avoided - Food insecurity seems to be increasing - There is a lack of affordable, quality childcare options in the county, particularly for families who have children with disabilities or special needs - There is an increasing number of overdoses among all ages in Hamilton County - drugs can be bought online, and people are not always aware of their contents The Hamilton County discussion pointed out places and people who may not have enough support to stay healthy. When thinking about Hamilton County, these were the suggested changes to improve the health and well-being of the community. - A public shuttle with drivers that are bilingual - Developing more infrastructure for aging adults and ensuring more services and social opportunities are easily accessible - Emergency medical services (EMS) mobile integrated care services and home healthcare - Increase the availability of affordable, safe housing - More funding for community partners and programming - Connect all community members to affordable healthcare and ensure assistance with financial assistance programs Participants from the community meetings identified the following needs as most significant in Hamilton County, which are not listed in any order. - Access to healthcare services - Aging population and needs of older adults - Mental health - Substance use disorders - Social determinants of health (especially housing, transportation and food insecurity) Three interviews were conducted with a representative from the local public health department, city public health department and a social service agency to obtain subject-matter expertise on the health and well-being of those living in Hamilton County. The following issues were discussed as significant: - Care gaps and worsening health conditions are common due to access issues related to healthcare services, especially primary care, and not enough services are available to meet the demand in the county. Those with health insurance may not be using it as effectively as possible. Though there are great community-clinical linkages happening between specialists, healthcare providers, healthcare systems, LHDs and community based organizations, there is a need to increase comprehensive care for all in the community as well as integrate efforts to meet patients' physical, behavioral and social needs. - Identifying ways to incentivize/empower more community members to engage in a healthier lifestyle and ensure the environment better supports a healthy lifestyle (e.g., walking and biking infrastructure). - Mental health got worse after the COVID-19 pandemic. There is a need for more prevention strategies and more mental health providers and services for all ages. Navigating existing resources can be hard for some groups in the community. Insurance often does not cover services, and self-pay can be expensive. Hamilton County residents are transported to neighboring counties for services which can be burdensome for individuals and families. Substance use disorders are an issue, including access to treatment services and the affordability and access to medication-assisted treatment. Older adults are self-medicating as they age which increases the risk of overdose. There are concerns that youth with mental health illness will fall behind in education attainment. - Substance use is common among youth as well as drinking and driving. Drug and alcohol use and overdoses are a problem for the county too. - Increased vaping and tobacco use in youth and its overall impact on health as one ages is a concern. - Oral and vision care services are hard to access due to individuals not having insurance coverage or Medicaid will not pay for services. - People living in rural communities in northern Hamilton County have a hard time accessing transportation and food in their communities. - Older adults are living longer, making their future financial security uncertain. These issues seem to be more problematic for this population: aging in place; mobility and ambulatory difficulty; food insecurity; greater needs for acute care; and caregiver strain. - STI testing is hard to access in the community. The local health department needs more partners to expand those services into the community. - Many individuals do not have access to technology or the internet and have challenges using these mediums, which is where much of the current communication happens; therefore, information and resources can be missed. - Social determinants of health (SDOH) are negatively impacting the community, particularly due to the lack of affordable and safe housing, transportation (especially for people with special needs and older adults) and food insecurity. - The county must ensure it is prepared to address emerging issues such as climate change's impact on health, preparedness for disasters and the impact of technology on youth mental health. - The county should increase the use of the local health departments' (LHD) services and ensure collaborative partnerships between the LHD and community-based organizations. An interview was conducted with a representative of the local health department to obtain subject-matter expertise on the health and well-being of those living in Hancock County. The following issues were discussed as significant: - The prioritized community health needs from the 2021 CHNA are still issues in the community in addition to drug overdoses and suicide, accidental injuries due to falls among older adults, trauma and injury prevention and having access to safe, secure and affordable housing. - Primary care and mental health (including outpatient/ inpatient and medication management) services are hard to access, in addition to treatment for substance use disorders. Barriers include transportation, limited knowledge about how to find these services, the quantity of services, language and the quality of services/providers. - Some groups in the community have a higher risk for poor health outcomes. Poor health is impacted by the availability of affordable, safe and quality housing. - Long-term societal impacts of COVID-19 include a distrust in healthcare, delays in preventative services and a need for mental health services. - Suggested top needs in Hancock County include chronic disease management (e.g., obesity, diabetes, cancer and heart disease), addiction/drug overdoses, mental health/ suicide, services for older adults (e.g., medications, fall prevention, caregiving and social engagement), and trauma/injury prevention (e.g., bike helmets, Narcan, sunscreen safety, water safety, golf cart/ATV safety and gun safety). - Since the health department has received the Health First Indiana, funding they are meeting with other community partners to work on the true needs of the community and how to meet people where they are. Schedule H, Part V, Section B, Line 5 Facility , 5 Facility , 5 - IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN (continued). In collaboration with Ascension St. Vincent (Indianapolis) and Community Health Network, two meetings were held in May 2024 to receive input on the health needs in Marion County that primarily impact adults (separate meetings were held with a focus on maternal, infant and child health). The meetings were attended by 41 people in total. The prioritized community health needs taken from the 2021 CHNAs of IU Health hospitals, Ascension St. Vincent (Indianapolis) and Community Health Network were presented at the beginning of each meeting. Participants were asked to share their feedback on the status of these health needs in Marion 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 the participants to choose the top three most pressing health needs via written feedback or an online survey. Highlights of the community meetings' discussions included many, if not all, of the 2021 CHNA significant community health needs. Most participants agreed that COVID-19 seemed less of a problem in the community now. Suggested additions to the list included: - A more specific focus on certain SDOH, including unsafe and unaffordable housing; food insecurity and food literacy; poverty and jobs without a living wage; transportation to and from healthcare services; better and more timely public transportation; violence prevention; and discrimination - Medical legal partnerships are important to help people with landlord/tenant issues, immigration/naturalization, custody/visitation and expunging criminal records - Vaccinations - The many barriers for homelessness and housing instability (i.e., substance use and mental illness) - Sexually transmitted infections and infectious disease - Wait times are impacting access to home care and other healthcare services, especially for older adults and people with disabilities - Meeting social needs is important, but equally important is addressing the underlying root causes, including policies that impact health or create health inequities - There are fewer pharmacies in the community and people are having to travel farther to get their medications - Exposure to environmental contaminants is often overlooked - Grief and trauma and their impact on health - Social isolation and its impact on mental health - Enhancements to the built environment to encourage healthy lifestyles, increase safety and support different types of travel - Health literacy - Navigating healthcare services and better care coordination - Vaping needs to be included in tobacco use - Another barrier to accessing healthcare including technology, not everyone has a smart phone, data plan or access to the internet The Marion County discussion pointed out places and people who may not have enough support to stay healthy. When thinking about Marion County, the participants thought these were the greatest assets to promote health and well-being in the community. - People and their families - Multiple healthcare systems, schools, churches and a strong faith-based community - Many social services that could be accessed if people had knowledge of them - Transportation - Philanthropy and nonprofits - Community centers - Clinics and mobile units "meeting people where they are at" - Community health workers For those unable to attend the community meetings, a separate survey was distributed to receive their input on comparable questions posed during those meetings. Twelve people responded to the survey. These findings were combined with those of the community meeting participants. This process identified the following needs as the most significant for Marion County, which are not listed in any order: - Access to healthcare services (including trustworthy, supportive, and affordable care, health education and flexibility in hours and days of service) Access to mental health and substance use treatment (including more services for all people and behavioral and healthcare coordination) - Chronic disease prevention and management (especially hypertension and diabetes and their risk factors) - Social determinants of health (especially safe and affordable housing, food access, poverty and discrimination) - Violence prevention (including addressing its many forms [e.g., intimate partner and gun-related injuries] and root causes) In collaboration with Ascension St. Vincent (Indianapolis) and Community Health Network, two meetings were held in June 2024 (one in-person and the other virtual) to receive input on the health needs in Marion County that primarily impact maternal, infant and child health. The meetings were attended by 46 people in total. These meetings followed the same format as those meetings held in May with a focus on adults. Highlights of the community meetings' discussions included many, if not all, of the 2021 CHNA significant community health needs. Suggested additions to the list of health needs included: - Access to substance use treatment for mothers and adolescents - Difficulties navigating the healthcare system and accessing services - Stigma around mental health and seeking services - Nutrition, drug use and sugar consumption education for youth - Families not completing well-child visits - Availability of healthcare appointments and bringing healthcare to mothers, youth and families (e.g., school and daycares) - Integrating healthcare into the community - Transportation to health and social services - Affordable food and medicines - Understanding trauma and its impact on health for all who interact with children and families Trusting the healthcare system and providers - Housing - Dental and vision screenings for youth - Gender affirming care for youth - The length of time between referral and visit to a physician, especially a specialty doctor Family planning services/preconception - Better sex health education, especially in schools - Violence prevention and intentionally working to improve SDOH, especially poverty, to reduce violence in the community - Increased need for community health workers embedded in the community The Marion County discussion pointed out places and people who may not have enough support to stay healthy. When thinking about Marion County, the participants thought these were the greatest assets to promote health and well-being in the community. - Schools - Faith-based organizations - The influence healthcare systems could have in changing policy and systems in the communities - More community-based organizations and healthcare systems are investing in family resource navigators - Seeing more programs invest in programs and services that support the whole family, not just the children Safe Sleep programs - The program All Things to All People - SPARK - Dietitians and lactation consultants through programs like WIC - IU Health Congregational Care Network For those unable to attend the community meetings, a separate survey was distributed to receive their input on comparable questions posed during those meetings. Eight people responded to the survey. These findings were combined with those of the community meeting participants. This process identified the following needs as most significant for Marion County, which are not listed in any order: - Access to healthcare services - Access to mental health and substance use treatment (especially more services for parents, pregnant women, after women have given birth and youth) - Maternal and infant mortality - Social determinants of health (especially safe, affordable and toxin free housing, childcare, food, transportation, and economic stability) - Violence prevention A survey was also issued to internal healthcare providers and team members at Riley Hospital for Children, asking them to identify the top health needs among the patients they serve. Among the 48 responses, these were the needs identified as most significant, which are not listed in any order: - Access to healthcare services - Access to mental health and substance use treatment - Maternal and infant health - Social determinants of health (especially housing, transportation to health and social services, food insecurity, and economic stability) - Violence prevention Schedule H, Part V, Section B, Line 5 Facility , 6 Facility , 6 - IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN (continued). Seven interviews were conducted with representatives from the local and state public health department, an organization focused on minority health, a Federally Qualified Health Center (FQHC), a large faith-based organization, an organization focused providing service to older adults and a food bank to obtain subject matter expertise on the health and well-being of those living in Marion County. The following issues were discussed as significant: - The overall health of the community is declining due to health conditions and behaviors such as obesity, preventable diseases, substance use disorder and vaping as well as a lack of transportation to health and social services, no access to healthy foods, limited access to safe and affordable housing and limited access to healthcare and mental health services. Seeing generations of families with obesity and childhood obesity is creating a generation of young adults with Type II Diabetes. - People of all ages are less likely to receive the information, life skills and resources needed to build healthy habits, and their environments do not support healthy behaviors. - Poor life expectancy and quality of life. - Not enough is being done to ensure optimal health for all community members. A better practice of disaggregating data and connecting it to factors that influence health is needed. There is a need to keep looking at the data to identify the prevalence of disease and risk factors and mortality in certain populations. - When thinking about the state, people living in rural areas experience differences in transportation to health and emergency services; access to healthy foods; access to the internet and technology for telehealth; and a lack of healthcare and mental health providers. Certain groups face worse health outcomes than the general population. - Mental health and substance use disorders are challenges because there are not enough providers to offer services to people of all ages; accidental drug and toxification overdoses; comorbidity between each; the stigma faced by those that are ill; the intersection of SDOH and mental illness (i.e., anxiety and depression) and when untreated or poorly managed, both can impact other health outcomes. - The gaps in the healthcare workforce impact the delivery of care. More providers are needed that focus on dental health, mental health, older adults, pediatrics and women's health as well as those that "look like the populations served." - Infant mortality is the number one indicator of the health of the community. Infant and maternal health and the many factors that impact it include ability to pay for services and insurance coverage, obesity, substance use disorder, smoking, lack of access to prenatal care, literacy (including health literacy) and language barriers, and the unique needs of all pregnant women. Some communities have no prenatal, pregnancy or postpartum care for women nor any subsequent care options for their infants. - Continued collaboration is needed between hospitals, healthcare systems, FQHCs and the state and LHDs to understand the health profile of communities; share data; deliver comprehensive health prevention and promotion services; bring more flexibility in the delivery of services to better accommodate all patients and their families; implement innovative models of care; and track the impact of efforts on health outcomes. - Better collaboration (including data sharing) is needed between social services and healthcare providers to ensure a more comprehensive approach to addressing the interconnectivity between a person's physical, social and mental health. - SDOH poorly impacting people's health includes economic stability and being paid a living wage; housing costs; accessing quality food, education, childcare and jobs with healthcare benefits; and transportation to medical and other services. Some SDOH, like food insecurity, are also tied not only to poor health outcomes, but violence, absenteeism and lack of education. - Violence prevention, especially in youth and young adults. There is a need to address all forms of violence including gun violence and intimate partner violence. Need to support better gun safety in the community. - The awareness of trends and developments that may not rise to the top as "significant" but chronically plague the health of a community and need the attention of public health and healthcare including congenital syphilis, autism screenings and assessments for children, environmental health (e.g., lead poisoning prevention) and dental care. - Understanding the healthcare system and patient access points, the availability of healthcare services and insurance benefits as well as the lack of care coordination can be challenging for individuals and families. Schedule H, Part V, Section B, Line 5 Facility , 7 Facility , 7 - IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN (continued). Individuals from organizations representing different sectors and groups within the local community participated in the community meetings, interviews and surveys. Participants included community members and representatives from the following organizations: - A Healthier Hamilton County Systems of Care - Aspire Indiana Health - Boys and Girls Club of Noblesville - Boys II Men - Breathe Easy Hamilton County - Care Patrol - CareSource - Carmel Clay Schools - Center for Interfaith Cooperation - Central Indiana Community Foundation - Cherish Center - Child Care Answers - Children's TherAplay - CHIP Indy (Coalition for Homelessness Intervention and Prevention) - Cicero Fire Department - CICOA Aging and In-Home Solutions - City of Fishers EMS - City of Indianapolis-Department of Metropolitan Development - City of Noblesville EMS - City of Westfield - Coburn Place - Consulate of Mexico in Indianapolis - Council Member (County At-Large), Hamilton County Government - Covering Kids and Families of Indiana - Damien Center - Dove Recovery House for Women - Early Learning Indiana - Eastern Star Church - Eskenazi Health - Exodus Refugee Immigration - Family and Social Services Administration - Office of Early Childhood and Out-of-School Learning - Family Development Services/Head Start Hamilton County - Family Promise of Hamilton County - Fathers and Families Center - Fay Biccard Glick Neighborhood Center - Fishers Health Department - Genesys Solutions - Gleaners - Good Samaritan Network Goodwill of Central and Southern Indiana - Nurse Family Partnership - Grassroots Maternal and Child Health Initiative - Hamilton County Community Foundation - Hamilton County Council on Alcohol and Other Drugs - Hamilton County Health Department - Hamilton County Parks and Recreation - Hamilton County Sheriff's Office - Hamilton County Veterans Corporation - Hamilton Heights - Hancock County Health Department - HAND - Health Access Ascension - Health by Design/Indiana Public Health Association - HealthNet Inc. - Heart and Soul Free Clinic - Hispanic Congregation Pastor - Hoosier Environmental Council - HOPE Family Care Center - Horizon House - Ignite Transform - Immigrant Welcome Center - Indiana Department of Health - Indiana Diaper Bank - Indiana Family to Family - Indiana Minority Health Coalition - Indiana Parkinson Foundation Indiana - Perinatal Quality Improvement Collaborative (IPQIC) - Indiana University Center for Global Health Equity - Indiana University Richard M. Fairbanks School of Public Health - Indianapolis Public Library - Indianapolis Public Schools - Indianapolis Recorder Newspaper - Indy Public Safety Foundation Inc. - IndyGo Foundation - Intend Indiana IPS - Stronger Tomorrows Program - Ivy Tech Hamilton County - Jane Pauley Community Health Center - Janus Developmental Services - John Boner Neighborhood Centers - Jump IN for Healthy Kids - Kids' Voice of Indiana - La Plaza Latino Health Organization - Madam Walker Legacy Center - Managed Health Services (MHS) Indiana - Marion County Public Health Department - Martin Luther King Community Center - Meals on Wheels of Hamilton County - Medical-Legal Partnerships of Indiana Legal Services - Miracle Place - MLK Center Indianapolis - Mount Zion Baptist Church of Indianapolis - Mt. Carmel Baptist Church - Mudsock Youth Athletics - Near North Development Corporation - Noblesville Chamber of Commerce - Noblesville Fire Department - Noblesville Schools - Outreach, Inc. - Pathway to Recovery, Inc. - Playworks - Postpartum Support International- Indiana Chapter - PrimeLife Enrichment - Purdue Extension of Marion County - Raphael Health Center, Inc. - Reach For Youth, Inc. - Regenstreif Institute, Inc. - Rehab Hospital of Indiana - Saint Monica Catholic Church - Shepherd Community Center - Shepherd's Center of Hamilton County - Starfish Initiative - Student Impact of Westfield - Suburban North Club - The Indianapolis Foundation - The Milk Bank - The Mind Trust - The O'Connor House - The Villages of Indiana, Inc. - Trinity Free Clinic - Volunteers of America Ohio and Indiana - YMCA of Greater Indianapolis/Top 10 Coalition - Youth Mentoring Initiative Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - Ascension St. Vincent. Schedule H, Part V, Section B, Line 6a Facility , 2 Facility , 2 - Community Health Network. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL. IU Health Inc. includes IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital. The first three hospitals make up the Academic Health Center (AHC). In April 2025, IU Health's board of directors approved implementation strategies for these hospitals to respond to the needs identified in their 2024 CHNAs. IU Health Methodist and University Hospitals will address these community health needs in 2025-2027: * Access to healthcare services * Behavioral health (mental health and substance use) * Chronic disease prevention and management * Smoking, vaping and tobacco use * Social determinants of health The 2024 CHNAs identified several community health needs not directly addressed in the current 2025-2027 implementation strategies. However, existing programs at IU Health Methodist and University Hospitals still impact these areas. The hospitals will continue partnering with community organizations to explore and apply best practices to meet these needs. * Aging population and needs of older adults * Maternal and infant health and child well-being Riley Hospital for Children at IU will address these community health needs in 2025-2027: * Access to healthcare services * Behavioral health (mental health and substance use) * Maternal and infant health and child well-being * Social determinants of health The 2024 CHNAs identified several community health needs not directly addressed in the current 2025-2027 implementation strategies. However, existing programs at Riley Hospital for Children at IU still impact these areas. The hospitals will continue partnering with community organizations to explore and apply best practices to meet these needs. * Chronic disease prevention and management * Smoking, vaping and tobacco use IU Health Saxony 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 use) * Chronic disease prevention and management * Maternal and infant health and child well-being * Smoking, vaping and tobacco use * Social determinants of health IU Health Saxony Hospital will address all the community health needs identified in the 2024 community health needs assessment. In 2024, IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital addressed needs identified in the 2021CHNA using the 2022-2024 implementation strategy plan adopted in April 2022. IU Health Methodist Hospital and IU Health University Hospital - Significant Needs Hospital Addressed Below was the progress of the hospitals' implementation strategy by significant need and its respective initiative(s). The hospitals addressed the following significant needs between 2022 and 2024: access to healthcare services; behavioral health; chronic disease and chronic disease management; smoking, tobacco use and exposure to secondhand smoke; and social determinants of health. Access to Healthcare Services * Provided vaccine clinics in under-resourced communities. In 2024, IU Health's Community Outreach and Engagement (COE) department participated in 319 community events, which included activations at local barbershops, churches, food pantries and other community organizations. Through those events, the team administered 2,150 screenings for social needs, more than 2,700 blood pressure screenings, nearly 300 cholesterol screenings, 124 flu vaccines and 104 COVID-19 vaccines. IU Health continued to work with community-based organizations to increase the availability of screenings and vaccines to community members who are lacking healthcare resources and at greater risk of experiencing poorer health outcomes. * Supported community members accessing healthcare services regardless of their ability to pay. IU Health Methodist and University hospitals provide financial assistance to patients each year that includes discounts, full charity, and personal hardship reductions. IU Health Patient Financial Counselors are certified Indiana Navigators that can assist patients and families with information and help with applications for various health coverage programs. In 2024, the counselors served 395 people at IU Health University Hospital and 1,252 people at IU Health Methodist Hospital. * Supported community-based organizations that help community members with lower incomes access healthcare services. In 2024, the community benefit grant program provided funding to Gennesaret Free Clinic to provide access to healthcare services. Additional funding went to The Links, Inc., First Baptist Church, New Direction Church, Keeping Pace, Indianapolis Urban League, Free Press Indiana and the Indianapolis Recorder to provide health education to community members in Marion County. These organizations provide support to children or adults who are lacking healthcare resources. Behavioral Health * Further developed and implemented Behavioral Health services into varied clinical settings. Virtual Integrated Behavioral Health (VIBH) expanded behavioral health access to patients and providers across the state. 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 care, and ambulatory care locations. VIBH also provided brief behavioral health therapy and consultation for medication management to primary care patients aged 18 and older experiencing depression, anxiety, and other mood disorders. A team of behavioral health professionals provided problem solving treatment, cognitive behavioral therapy, and other evidence-based interventions. In 2024, there were over 10,000 visits, of which 888 visits included patients seeking care at IU Health Methodist and Riley emergency departments and IU Health physicians' ambulatory practices. The Virtual Peer Recovery Coach program was discontinued in February 2023 as IU Health continues to assess and evolve its behavioral health services based on the needs of patients and the communities it serves. 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 continues to serve patients with a need for this service through the Virtual Behavioral Health team. * Supported community-based organizations that help community members access behavioral health services. In 2024, the community benefit grant program awarded funding to community-based organizations, including Reach for Youth, Coburn Place, Indiana Youth Group, Mackida Loveal & Trip, 100 Black Men, Light of the World, and Christian Theological Seminary Counseling Center to provide behavioral health services to community members in Marion County. These organizations provide services to children or adults who are lacking behavioral health resources. Chronic Disease and Chronic Disease Management * Planned and implemented cardiovascular health initiative that focuses on reducing hypertension. The Indiana Health Excellence, Access, outreach, and Treatment (iHEART) collaborative screening initiative has assessed 1,620 patrons for blood pressure within the iHEART program, totaling 4,054 screenings overall since its launch in 2023. In addition, 1,563 individuals from the iHEART ZIP codes were screened for SDOH, with a total of 4,478 screenings completed by December 2024. In December 2024, a total of 1,462 individuals enrolled in the CHECK-IT home blood pressure, monitoring activity across eight IU Health primary care practices with an average decrease of 6.4 mmHg in systolic blood pressure and 4mmHg in diastolic blood pressure. A certain percentage of CHECK-IT enrollees are from iHEART ZIP codes. Also, 1,177 blood pressure screenings were conducted at barbershop settings, with about 73% of patrons identified as at risk (with readings above 130/80 mmHg). Of those at risk, 43% were unaware of their blood pressure risk prior to the screening. Patrons with return visits and screenings at the barbershop did see a reduction in their blood pressure. Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL (CONTINUED). Smoking, Tobacco Use and Exposure to Secondhand Smoke * Further implemented the Centralized Tobacco Treatment Program (CTTP) (provided patients access to evidence-based tobacco treatment). The CTTP program is free to IU Health Primary Care patients. Once a patient's level of care is assessed, they are provided with 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 was 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 use 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 is 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 has received 3,921 patient referrals (this information cannot be separated by hospital or region at this time). * Supported community-based organizations that help community members quit smoking. In 2024, the community benefit grant program provided funding to the IU Health Simon Cancer Center to support the Rethink Tobacco Indiana initiative including training for Tobacco Treatment Specialists (TTS). * Monitored state tobacco related policies. The IU Health Office of Government and External Affairs monitored state tobacco related policies introduced in the 2024 session of the Indiana General Assembly though significant progress was not made with legislation. Social Determinants of Health * Implemented Medical-Legal Partnership (MLP) (collaborative intervention between hospital and legal aid professionals to assist patients and their families). In 2024, IU medical social workers identified patients' needs and legal issues to make referrals to the MLP. A total of 96 referrals, 66 intakes were completed, and 52 cases closed. A total 2,002 hours were dedicated to the MLP. Guardianship and public benefits were top legal issues, and other issues included housing, divorce/legal separation/annulment, domestic violence and advance directives. IU Health also participated in a free legal clinic. Multiple IU Health staff participated in the planning and training of two events in Indianapolis and one event in Bloomington. Staff dedicated 136 hours to assisting over 10 people. * Launched the Mosaic Center for Work, Life and Learning as part of the Health District Initiative. The Mosaic Center for Work, Life + Learning engaged more than 563 individuals in a wide range of programs and services including integrated coaching, the IU Health High School Fellowship and Medical Assistant Certification Programs, and a series of workshops/webinars on topics related to workforce readiness and financial stability. The Center enrolled 68 individuals in our full suite of services, helping members to achieve 45 job placements. An additional 56 accessed barrier-buster funds, including three new homeowners. The team designed and launched a new certification program for Registration Specialists where they become Certified Medical Administrative Assistants upon successful completion, cultivating a new pipeline of qualified individuals entering the workforce. Over the past period, we continued to strengthen internal partnerships across the IU Health system. Connection and collaboration were focused on the Real Estate, Design and Construction division of IU Health as we continued plans and preparations for the new physical space in the Indy Health District. * Hosted the Crispus Attucks Career Development Program as part of the Health District Initiative. The IU Health High School Fellowship (previously the Crispus Attucks Career Development Program), a program of the Mosaic Center, concluded the year with ninety-six (96) high school fellows from Crispus Attucks High School continuing to progress through the program curriculum and experiences. In 2024, the program welcomed 35 new freshmen and graduated its first cohort of 17 students. Graduated fellows earned MA certifications in the spring and have transitioned to full-time employment, enrollment, or enlistment. Forty-six (46) students participated in internships during the summer and 19 seniors received CNA certifications. * Supported affordable housing initiatives as part of the Health District Initiative. IU Health invested staff time (through education, advocacy, and strategic partnerships) and financial resources in organizational support to the Indy Health District, Inc. (IHD). The IHD is designed to steward the overall mission and vision of the district - including the strategic investments aimed at addressing the life expectancy discrepancy of district residents, including housing. * Supported community-based organizations helping community members who are food insecure. In 2024, the community benefit grant program awarded funding to community-based organizations including Brightwood Community Center, Gleaners, The Emerging Pearls Foundation, and Marion County Public Health Department, to provide food to individuals and families. All these organizations provide services to children or adults who are experiencing food insecurity. * Screened and connected patients to resources that address social needs. The patient risk assessment tool, Protocol for Responding to and Assessing Patients' Assets, Risks, and Experiences (PRAPARE), is now in 70 primary care practices across the state (eight (8) of which are in Marion County). PRAPARE targets 18+ year old Medicaid, dual-eligible Medicare/Medicaid, and uninsured IU Health patients. IU Health is committed to prioritizing social needs screening in both the inpatient and the outpatient spaces. The PRAPARE screener helps IU Health team members identify patients' social needs, at which point the patients are oftentimes connected to the IU Health's iuhealth/findhelp.com platform. To date in 2024, there have been over 1,200 patient/community users in Marion County who completed 3,448 searches for resources. Also, over 2,400 IU Health team member users in Marion County completed almost 18,809 searches. The top needs researched on IU Health's iuhealth/findhelp.com by all searchers were food pantry, help pay for utilities, help pay for housing, help find housing, and food delivery. * Launched Integrated Social Work Initiative in IU Health clinical settings. Virtual Integrated Social Work (VISW) assists providers and patients with urgent complex situations such as abuse and neglect concerns, domestic violence, housing insecurity, and social barriers to care. This team of licensed social workers and coordinators is skilled in assessing and identifying social determinants of health (SDOH), providing resources, and making recommendations unique to the patient and their circumstances. ISW provides 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 is live in 73 primary care practices. ISW Social Determinants of Health Coordinators provides 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, 5,405 referrals made to ISW included patients seen at IU Health Methodist and IU Health University Hospitals. Schedule H, Part V, Section B, Line 11 Facility , 3 Facility , 3 - IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL (CONTINUED). * Further implemented the Congregation Care Network (CCN) (a program that connected patients to a congregation and community volunteers to provide companionship and other resources). In 2024, CCN expanded across all the IU Health regions: East, South, West, and Metro. CCN trained 160 new connectors in companionship from our participating congregations in 2024. These connectors provide needed companionship and a listening ear to socially isolated and lonely patients. In 2024, the program expanded congregations to 40 congregations across the IU Health service area. In 2024, the program enrolled 388 patients in CCN. This included 182 patients from the metro region, 97 patients from the east region, 37 patients from the west region, and 72 patients from the south region. Of the patients who completed CCN, 89% reported an increased social connection after completing CCN. * Advanced community collaborations and interventions with support from the IU Health Foundation Community Impact Investment Fund (CII). Information about the 2024 CII funding opportunity was widely shared in Marion County; multiple project and partnership ideas were reviewed that would impact Marion County. The following community partners received funding in 2024 to impact Marion County: Edna Martin Christian Center, Englewood Community Development Corporation, Indy Public Safety Foundation, Peace Learning Center, and Phalen Learning Center. The awards focused on social integration and community engagement, neighborhoods safety, and improving support systems in the community. * Collaborated with community-based organizations to complete employee volunteer service projects that addressed CHNA-defined health priorities. With 463 volunteers and 32 unique projects to choose from, team members tracked around 1,300 hours and worked with eight community organizations in Central Indiana. The projects focused on priority community health needs, including social determinants of health (e.g., food insecurity and healthy eating), access to healthcare services, and behavioral health. IU Health Methodist Hospital and IU Health University Hospital - Significant Needs Not Addressed IU Health Methodist Hospital and IU Health University Hospital did not address the following significant needs between 2022 and 2024: health education and navigation and maternal and maternal and infant health and child well-being. Health Education and Navigation. Health education and navigation refers to services and resources that are available in the community, but people do not know how to get connected to them (e.g., how to obtain health insurance, understanding insurance benefits, navigating the healthcare system, language barriers and health literacy). IU Health Methodist Hospital perceived this health need as addressed under many initiatives in Access to Healthcare Services. IU Health Methodist Hospital would monitor this need to see if there are changes or opportunities in the future to address it further. Maternal and Infant Health and Child Well-being. IU Health Methodist Hospital is located in downtown Indianapolis and is part of the downtown IU Health campus that also includes IU Health University Hospital and Riley Hospital for Children at IU Health. The latter hospital opened the Riley Hospital for Children Maternity Tower in November 2021. The new facility centralizes all maternity and newborn health services offered at the three downtown hospitals. Therefore, this particular health need has been addressed exclusively by Riley Hospital for Children at IU Health. Schedule H, Part V, Section B, Line 11 Facility , 4 Facility , 4 - RILEY HOSPITAL FOR CHILDREN AT IU HEALTH. Riley Hospital for Children at IU Health - Needs Addressed Below is a summary of the hospital's 2022-2024 implementation strategy by significance and its respective initiative(s). Riley Hospital for Children at IU Health has addressed the following significant needs between 2022 and 2024: Access to Healthcare Services; Behavioral Health; Chronic Disease and Chronic Disease Management; Maternal and Infant Health and Child Well-being; Smoking, Tobacco Use and Exposure to Secondhand Smoke; and Social Determinants of Health. Access to Healthcare Services * Provided vaccine clinics in relevant communities lacking access. In 2024, Riley Children's Health hosted three vaccine clinics at the Children's Museum of Indianapolis administering COVID-19 and influenza vaccines. A total of 231 vaccines were provided to community members. In 2024, IU Health's Community Outreach and Engagement (COE) department participated in 319 community events, which included activations at local barbershops, churches, food pantries and other community organizations. Through those events, the team administered 2,150 screenings for social needs, more than 2,700 blood pressure screenings, nearly 300 cholesterol screenings, 124 flu vaccines and 104 COVID-19 vaccines. * Supported community members accessing healthcare services regardless of their ability to pay. The hospital provides financial assistance to patients each year that includes discounts, full charity, and personal hardship reductions. IU Health Patient Financial Counselors are 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 1,141 people at Riley Hospital for Children. * Supported community-based organizations that help children and families with lower incomes access healthcare services. In 2024, the community benefit grant program provided funding to Gennesaret Free Clinic to provide access to healthcare services. Additional funding went to The Links, Inc., First Baptist Church, New Direction Church, Keeping Pace, Indianapolis Urban League, Free Press Indiana and the Indianapolis Recorder to provide health education to community members in Marion County. These organizations provided support to children or adults who are lacking healthcare resources. Behavioral Health * Further developed and implemented Behavioral Health services into varied clinical settings. Riley Children's Health, in collaboration with The Indiana Mental Health Roundtable, hosted The Indiana Mental Health Roundtable Summit in June 2024, with over 450 legislators, community and business leaders, educators and youth workers in attendance. The summit focused on youth mental health and the crisis impacting Indiana's youth. Riley Hospital for Children at IU Health and IU Health leadership presented to the Indiana Behavioral Health Commission on children's behavioral health reimbursement model funding gaps. Leadership has supported the importance of the "Playbook for Enhancing Indiana's Mental and Behavioral Health Workforce enhancing the behavioral health workforce. Internally, to recognize Mental Health Awareness month, the behavioral health team hosted 43 multiple days in the Riley lobby where caregivers were able to identify why mental health matters to them. Riley Hospital for Children at IU Health continued to enhance its inpatient unit to support the ability to take more acute youth. Virtual Integrated Behavioral Health (VIBH) expanded behavioral health access to patients and providers across the state. 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 care, and ambulatory care locations. VIBH also provided brief behavioral health therapy and consultation for medication management to primary care patients aged 18 and older experiencing depression, anxiety, and other mood disorders. A team of behavioral health professionals provided problem solving treatment, cognitive behavioral therapy, and other evidence-based interventions. In 2024, there were over 10,000 visits, of which 888 visits included patients seeking care at IU Health Methodist and Riley emergency departments and IU Health physician's ambulatory clinics. Chronic Disease and Chronic Disease Management * Continued to support Jump IN for Healthy Kids (a community wide, multi-sector effort to give children and families opportunities to make healthy choices). In 2024, the organization did not receive a community benefit grant because funding was allocated to other outreach initiatives and CHNA priorities. Maternal and Infant Health and Child Well-being * Contributed leadership and expertise to maternal, child and fetal mortality review committees in Marion County and the state. In 2024, there were team members who participated in the Indianapolis Health Babies Fetal Infant Mortality Review Program. In 2024, about seven team members participated in Indiana's Perinatal Quality Improvement Collaborative's task forces and subcommittees, which met a total of 57 times in 2024. Some team members participated in multiple task forces. * Continued and expanded home-monitoring program for pediatric patients and families. In 2024, the Riley pediatric cardiology home monitoring program for high-risk infants monitored between 18 to 24 patients at any given time. Quality improvement is always an element of the program to improve quality of life for patients and their families. The program used Riley Children's Foundation funds to provide families with Walmart gift cards before discharge as well as a complementary diaper backpack. * Implemented We Care Plus (a program that connected women and new mothers to resources to address social needs and maternal health). Since the launch in August 2021, 1,018 patients have enrolled in the WeCare program and benefited from education, resources, emotional support, and improved health outcomes. The most frequently distributed supplies included diapers, clothing (for mom and baby), and formula. By the end of 2024, 526 babies were born to women who enrolled pregnant. Since WeCare launched in August 2021, patients have reported decreased tobacco use, improved mental health, and higher rates of breastfeeding at discharge. * Implemented Cradle Indy (collaborative effort between partners working across sectors to reduce infant mortality). Cradle Indy is an initiative focused on reducing the infant mortality rate by helping Marion County babies reach their first birthdays. It is dedicated to empowering parents and honoring those with lived experiences of infant mortality. Cradle Indy has developed a strategy to help Indianapolis have the healthiest moms, babies, and communities. In 2024, time was spent working on the operationalization of the strategy, identifying future leadership for the initiative, and engaging partners in the community. Funding from the office of Congressman Andre Carson was distributed as grants to HealthNet, Jane Pauley Community Health Center, Shepherd Community Center, and Fathers and Families as part of the Cradle Indy initiative. * Maintained Level IV in the Indiana Department of Health Indiana Perinatal Levels of Care Program. The Indiana Department of Health certified Riley Hospital for Children at OB Level IV and Neo IV. In 2024, Riley provided on-site visits to each affiliate hospital, four webinars offering continuing education credits, two Spinning Babies workshops at no cost to affiliate hospitals, outreach simulation offered to affiliate hospitals at no cost, free courses, sponsored several events, presented multiple case studies, and participated in an Indiana Department of Health validation study and other support services as necessary to 13 affiliate delivering hospitals. Over 650 hours of outreach/simulation education was provided to 2,208 learners in multiple hospitals. * Maintained the Pediatric Community Outreach Mobile Education (PCOME) team and enhanced its efforts to support community hospitals' emergency readiness to treat ill and injured children. This iteration aimed to improve the quality of pediatric acute care provided in a simulated setting and shared guidelines and resources with these hospitals. About 210 providers were included in this iteration. The goal of expanding the sites to a total of 20 sites was not accomplished given the lack of funding or a mechanism to sustain this work and expand it further. Schedule H, Part V, Section B, Line 11 Facility , 5 Facility , 5 - RILEY HOSPITAL FOR CHILDREN AT IU HEALTH (CONTINUED). Smoking, Tobacco Use and Exposure to Secondhand Smoke * Further implemented the Centralized Tobacco Treatment Program (CTTP) (provided patients access to evidence-based tobacco treatment). The CTTP program is free to IU Health Primary Care patients. Once a patient's level of care is assessed, they are provided with 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 was 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 use of tobacco) of 61% (July 2022-December 2024). This is 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 is 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 has received 3,921 patient referrals (this information cannot be separated by hospital or region at this time). * Supported community-based organizations that help youth quit smoking. In 2024, the community benefit grant program provided funding to the IU Health Simon Cancer Center to support the Rethink Tobacco Indiana initiative including training for Tobacco Treatment Specialists (TTS) who have previously represented community-based organizations serving children and their families. Social Determinants of Health * Implemented Medical-Legal Partnership (MLP) (collaborative intervention between hospital and legal aid professionals to assist patients and their families). The MLP received referrals from IU MLP IU-Riley. The MLP completed intake interviews and opened new cases. Of the cases that were worked on in 2024, the case types included: public housing; social security disability; private landlord/tenant; Supplemental Security Income; unemployment compensation; child support; minor guardianship; family; and public benefits. In 2024, multiple cases were closed. * Maintained the Medical Physician Engineers, Scientists, and Clinicians Preparatory program (MPESC-Prep). This program seeks to increase the physician-scientist workforce by recruiting high school and college students into STEM opportunities for professional development and mentorship with the end goal of preparing future physician-scientists, physician-engineers, biomedical researchers and clinical care providers. High school students are selected from public schools in the greater Indianapolis area. Undergraduate students are selected from three partner colleges/universities. Many students are placed with faculty mentors in laboratories, primarily at the Herman B Wells Center for Pediatric Research. The center brings new discoveries of care to patients and families at Riley. * Supported community-based organizations, including the on-site Riley Food Pantry, to help patients and other community members who are food insecure. The Riley Food Pantry was discontinued as other means were explored to offer food to patients and families. In 2024, the community benefit grant program awarded funding to community-based organizations including Ivy Endowment, The Milk Bank, and Gleaners to provide food to individuals and families. * Launched 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 is skilled in assessing and identifying social determinants of health (SDOH), providing resources, and making recommendations unique to the patient and their circumstances. ISW provides 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 is live in 73 primary care practices. ISW Social Determinants of Health Coordinators provides 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, 5,405 referrals made to ISW included patients seen at Riley Children's Health and Riley primary care practices. * Advanced community collaborations and interventions with support from the IU Health Foundation Community Impact Investment Fund (CII). Information about the 2024 CII funding opportunity was widely shared in Marion County; multiple project and partnership ideas were reviewed that would impact Marion County. The following community partners received funding in 2024 to impact Marion County: Edna Martin Christian Center, Englewood Community Development Corporation, Indy Public Safety Foundation, Peace Learning Center, and Phalen Learning Center. The awards focused on social integration and community engagement, neighborhoods safety, and improving support systems in the community. The Peace Learning Center's project has a specific focus on diverting youth away from the juvenile justice system. * Collaborated with community-based organizations to complete employee volunteer service projects that address CHNA-defined health priorities. With 463 volunteers and 32 unique projects to choose from, team members tracked around 1,300 hours and worked with eight community organizations in Central Indiana. The projects focused on priority community health needs including social determinants of health (including food insecurity and healthy eating), access to healthcare services, and behavioral health. Riley Hospital for Children at IU Health - Needs Not Addressed Riley Hospital for Children at IU Health did not address the significant need, Health Education and Navigation. Health education and navigation refers to services and resources that are available in the community, but people do not know how to connect to them (e.g., how to obtain health insurance, understanding insurance benefits, navigating the healthcare system, language barriers and health literacy). Riley Hospital for Children at IU Health perceives this health need as addressed under many initiatives in Access to Healthcare Services. Riley Hospital for Children at IU Health would monitor this need to see if there are changes or opportunities in the future to address it further. Schedule H, Part V, Section B, Line 11 Facility , 6 Facility , 6 - IU HEALTH SAXONY HOSPITAL. IU Health Saxony Hospital - Needs Addressed Below is a summary of the hospital's 2022-2024 implementation strategy by significant need and its respective initiative(s). IU Health Saxony 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; Smoking, Tobacco Use and Exposure to Secondhand Smoke; and Social Determinants of Health. Access to Healthcare Services * Supported the Trinity Free Clinic (free medical clinic that provided healthcare services to uninsured and low-income individuals in the community). - In 2024, IU Health Saxony Hospital provided a grant to Trinity Free Clinic to support their Bridging the Gap Program that trains individuals to obtain meaningful careers in healthcare. The funding was used to purchase materials necessary for the program, including EKG simulators, blood pressure training arms, classroom technology, laptop carts, stethoscopes and student workstations. Over 40 individuals were projected to complete the training and will simultaneously assist with the 10,000 patient visits that Trinity Free Clinic encounters each year. * Supported Heart & Soul Clinic's operations (free medical clinic provided healthcare services to uninsured and low-income individuals in the community). - IU Health Saxony Hospital provided a grant to support Heart & Soul Clinic's language barrier reduction program to improve communication and accessibility for patients with limited English proficiency. The funding was used to retain bilingual staff members, fund Language Line software and implement Lexmark Translation Services. As a result, 565 patients received language services in 2024. * Supported community members accessing healthcare services regardless of their ability to pay. - IU Health Saxony Hospital provided financial assistance to patients each year that includes discounts, full charity and personal hardship reductions. IU Health Patient Financial Counselors are certified Indiana Navigators. They can assist patients and families with information and help them with applications for various health coverage programs. In 2024, the financial counselors had 37 encounters with community members at IU Health Saxony Hospital. * Provided vaccine clinics in the community. - In 2024, IU Health Saxony Hospital community outreach and clinical staff hosted six flu vaccine clinics in Hamilton County, resulting in over 250 vaccines. Aging Population and Needs of Seniors Supported the Shepherd's Center of Hamilton County's (SCHC) geriatric counseling program (offered virtual, outpatient and home-based therapy to improve mental well-being among seniors). - In 2024, IU Health Saxony Hospital provided funding to expand the number of counseling sessions offered by 30 percent, which equates to 250 additional free sessions for seniors and older adults. Additionally, IU Health Saxony Hospital team members assembled 100 care packages that were donated to SCHC's program clients during their holiday assistance deliveries, and provided blood pressure screenings, as well as health education, at SCHC's Together Today gatherings. Offered programming at the PrimeLife Enrichment (PLE) senior center. - IU Health clinicians and health professionals led four presentations at PLE to increase health knowledge among seniors and older adults. Presentation topics included heart health, geriatrics, hypertension, stroke and gastroenterology. 100 percent of attendees who completed post-program surveys reported an increase in knowledge after the presentations. In addition, a blood pressure screening event and a flu vaccine clinic were hosted at PLE, resulting in 61 vaccinations and four individuals screened for hypertension. IU Health Saxony Hospital also provided a grant to expand PLE's transportation program for seniors who cannot drive, which increased the number of rides given to an average of 1,300 rides per month in 2024. Behavioral Health Supported Indiana Center for prevention of Youth Abuse and Suicide (ICPYAS). - IU Health Saxony Hospital did not provide support to ICPYAS in 2024. The partnership was transferred to a different IU Health hospital, which has a community definition that is more aligned with ICPYAS' target population. Supported Hamilton County organizations that provided services for residents who are victims of crime, abuse, and trauma or experience general behavioral health challenges. -In 2024, IU Health Saxony Hospital supported A Healthier Hamilton County: Systems of Care, which is a partnership of local health agencies that implement strategies to improve the health and wellbeing of Hamilton County residents, with a focus on behavioral health. IU Health Saxony Hospital staff participated in the group's monthly consortium meetings to discuss behavioral health concerns in the county and devise solutions. Support was also provided for A Healthier Hamilton County's community event, including a teen and youth event that educated challenged adolescents about how to prepare for their future and careers. Further implemented the Virtual Care Peer Recovery Coaching Program (provided patients who have substance use 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 serves. 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 continues 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) expanded behavioral health access to patients and providers across the state. 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 care, and ambulatory care locations. VIBH also provided brief behavioral health therapy and consultation for medication management to primary care patients aged 18 and older experiencing depression, anxiety, and other mood disorders. A team of behavioral health professionals provided problem solving treatment, cognitive behavioral therapy, and other evidence-based interventions. In 2024, there were over 10,000 visits, of which 161 visits included patients seeking care at the hospital. Schedule H, Part V, Section B, Line 11 Facility , 7 Facility , 7 - IU HEALTH SAXONY HOSPITAL (CONTINUED). Chronic Disease and Chronic Disease Management Implemented Fresh & Fit (a free 10-week fitness and nutrition program to improve overall physical and mental health). - In 2024, 32 Hamilton County community members completed the Fresh & Fit program free-of-cost. The participants received daily workouts and motivation, a nutrition plan, fitness equipment and an at-home blood pressure monitor to track their blood pressure measurements. Between the pre-program and post-program health screenings, 69 percent of participants reduced their blood pressure levels, and 72 percent lowered their cholesterol. A total of 202.4 pounds (average of 8 pounds per person) were lost among participants between pre-program and post-program. On post-program assessments, 100 percent of participants reported that they plan to continue implementing healthy habits after program completion by maintaining a fitness and nutrition regimen into the future. Supported Mudsock Youth Athletics (local community-based organization that provided out-of-school recreational opportunities for youth). - In 2024, IU Health Saxony Hospital provided a grant to Mudsock Youth Athletics to support their Player-in-Need program, which offers scholarships to low-income families to enroll their children in recreational sports at a free or reduced cost. In addition, IU Health Saxony Hospital staff assembled over 700 first-aid kits that were donated to Mudsock Youth Athletics' coaches to ensure safety at sporting events and practices. In 2024, IU Health Saxony Hospital provided a grant to the Indiana Women in Need Foundation's Survivor Support program, which allocates financial assistance to low-income individuals undergoing cancer treatment. As a result of the 2024 funding, 15 individuals living with breast cancer received assistance and reported that the support relieved anxiety and allowed them to remain engaged in their treatment. Smoking, Tobacco Use and Exposure to Secondhand Smoke Supported the Tobacco Free Hamilton County Alliance (TFHC). - In 2024, IU Health Saxony Hospital supported Breathe Easy Hamilton County and the Tobacco Free Hamilton County Alliance by serving on a monthly committee aimed at developing solutions to reduce smoking, vaping and tobacco use in Hamilton County. IU Health Saxony Hospital supported Breathe Easy Hamilton County events for adults and youth to educate about smoking, vaping and tobacco use and the associated harms. Further implemented the Centralized Tobacco Treatment Program (CTTP) (provided patients access to evidence-based tobacco treatment). The CTTP program is free to IU Health Primary Care patients. Once a patient's level of care is assessed, they are provided with 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. There were 362 medication management sessions scheduled compared to 263 in 2023. Seventy-five percent of patients completed their appointment with the APP. In 2024, the team 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 use of tobacco) of 61% (July 2022-December 2024). This is 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 is 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 has received 3,921 patient referrals (this information is not available by hospital or region currently). Social Determinants of Health Supported Aspire Indiana Health (provided primary medical and behavioral healthcare and addressed non-medical barriers to health). - In 2024, IU Health Saxony Hospital provided funding to support Aspire Indiana Health's social determinants of health barrier program that aids individuals in Hamilton County who experience challenges with non-clinical needs, such as housing and employment. Over 50 individuals received social determinants of health assistance through the program. Supported access to healthy food and basic sustenance for families who are low-income and struggling to meet basic needs. - In 2024, IU Health Saxony Hospital provided a grant to Teter Organic Farm to address the increasing need for produce for food insecure individuals in Hamilton County. The funding purchased materials to increase production and extend the growing season by implementing technology that allows for food production in extreme temperatures. As a result, over 2,500 individuals in need received fresh produce, free of cost. IU Health Saxony Hospital - Needs Not Addressed IU Health Saxony Hospital did not address the following significant needs between 2022 and 2024: health education and navigation and maternal and infant health and child well-being. Health Education and Navigation refers to services and resources that are available in the community, but people do not know how to connect to them (e.g., how to obtain health insurance, understanding insurance benefits, navigating the healthcare system, language barriers and health literacy). IU Health Saxony Hospital perceived this health need as addressed under many initiatives that fall under the significant needs that the hospital is currently addressing. IU Health Saxony Hospital would monitor this need to see if there are changes or opportunities in the future to address it further. Maternal and Infant Health and Child Well-being. IU Health Saxony Hospital does not currently have a maternity unit, which prevents the implementation of significant efforts surrounding maternal and infant health. Additionally, there is limited infrastructure to support maternal and infant health, which are services offered at different IU Health hospitalS in the same county. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - INDIANA UNIVERSITY HEALTH. IN ADDITION TO FPG, IU HEALTH MAY TAKE INTO CONSIDERATION A PATIENT'S INCOME AND/OR ABILITY TO PAY IN THE CALCULATION OF A FINANCIAL ASSISTANCE AWARD. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - INDIANA UNIVERSITY HEALTH. IU Health takes into consideration several other factors in determining patient eligibility for financial assistance. These factors include the following: 1. 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 - INDIANA UNIVERSITY HEALTH. IU Health takes several other measures to broadly publicize its FAP within the community. These measures include the following: 1. Post this Policy, a Plain Language Summary of this Policy, and the Financial Assistance Application on its website. 2. Provide patients with a Plain Language Summary of this Policy during registration and/or discharge. 3. Post conspicuous displays in appropriate acute care settings such as emergency departments and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 4. Include a conspicuous written notice on all patient post-discharge billing statements notifying the patient about this Policy and the telephone number of the Customer Service Department which can assist patients with questions regarding this Policy. 5. Make available Customer Service representatives via telephone during normal business hours. 6. Mail copies of this Policy, a Plain Language Summary of this Policy, and a Financial Assistance Application to patients or their guarantor free of charge upon request. 7. Broadly communicate this Policy as a part of its general outreach efforts. 8. Educate patient-facing team members on this Policy and the process for referring patients to the program. 188 IU HEALTH SIMON CANCER CTR 1030 W MICHIGAN ST INDIANAPOLIS IN 46202 SPECIALTY CARE IU HEALTH NEUROLOGY 13000 E 136 ST SUITE 3300 FISHERS IN 46037 SPECIALTY CARE IU HEALTH NEUROSURGERY 2525 W UNIVERSITY AVE SUITE 401 MUNCIE IN 47303 SPECIALTY CARE IU HEALTH NEUROSURGERY ORTHOPEDICS AND RHEUMATOLOGY 201 PENNSYLVANIA PKWY SUITE 100 CARMEL IN 46280 SPECIALTY CARE IU HEALTH EAST WASHINGTON SURGERY CENTER 9660 E WASHINGTON ST STE 200 INDIANAPOLIS IN 46229 SURGERY CENTER IU HEALTH MERIDIAN SOUTH SURGERY CENTER 8820 S MERIDIAN ST INDIANAPOLIS IN 46217 SURGERY CENTER IU HEALTH BELTWAY SURGERY CENTER 151 PENNSYLVANIA PKWY CARMEL IN 46280 SURGERY CENTER IU HEALTH SPRING MILL SURGERY CENTER 10300 N ILLINOIS ST STE 1300 CARMEL IN 46290 SURGERY CENTER IU HEALTH EAGLE HIGHLANDS SURGERY CENTER 6850 PARKDALE PL INDIANAPOLIS IN 46254 SURGERY CENTER SENATE STREET SURGERY CENTER 1801 N SENATE BLVD 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IN 46202 PRIMARY CARE IU HEALTH CONNECTED CARE-INDIANAPOLIS 7140 E WASHINGTON ST SUITE 100 INDIANAPOLIS IN 46219 PRIMARY CARE IU HEALTH FAMILY & INTERNAL MEDICINE 560 W LONGEST ST PAOLI IN 47454 PRIMARY CARE IU HEALTH PRIMARY CARE 4870 E JACKSON ST MUNCIE IN 47303 PRIMARY CARE IU HEALTH PRIMARY CARE 14520 W DAVIS DR DALEVILLE IN 47334 PRIMARY CARE IU HEALTH PRIMARY CARE 10101 Ernst Rd Suite 1200 ROANOKE IN 46783 PRIMARY CARE IU HEALTH PRIMARY CARE 9650 E Washington St Suite 100 INDIANAPOLIS IN 46229 PRIMARY CARE IU HEALTH PRIMARY CARE - ALBANY 349 W 1st St ALBANY IN 47320 PRIMARY CARE IU HEALTH PRIMARY CARE - FAMILY MEDICINE WOBSTETRICS 2901 W Jackson St MUNCIE IN 47304 PRIMARY CARE IU HEALTH PRIMARY CARE - INTERNAL MEDICINE 2901 W Jackson St MUNCIE IN 47304 PRIMARY CARE IU HEALTH PRIMARY CARE - YORKTOWN 1420 S PILGRIM BLVD YORKTOWN IN 47396 PRIMARY CARE IU Health Primary Care Central Indianapolis - Family Medicine Residency 1040 Wishard Blvd INDIANAPOLIS IN 46202 PRIMARY CARE IU HEALTH PRIMARY CARE FORT WAYNE - NORTH 10215 AUBURN PARK DR FORT WAYNE IN 46825 PRIMARY CARE IU HEALTH PRIMARY CARE FORT WAYNE - SOUTHEAST 256 E PETTIT AVE FORT WAYNE IN 46806 PRIMARY CARE IU HEALTH MORGAN WALK-IN 2209 JOHN R WOODEN DR DOOR 7 MARTINSVILLE IN 46151 PRIMARY CARE IU Health Primary Care Fort Wayne - Hope Drive 13000 E 136TH ST SUITE 3300 FISHERS IN 46037 PRIMARY CARE IU Health Adult Physical Therapy & Rehabilitation Services 13000 E 136TH ST SUITE 2100 FISHERS IN 46037 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 6866 W STONEGATE DR SUITE 106 ZIONSVILLE IN 46077 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 404 E WASHINGTON ST STE B INDIANAPOLIS IN 46204 REHABILITATION SERVICES IU Health Adult Speech-Language Pathology 550 N UNIVERSITY BLVD INDIANAPOLIS IN 46202 REHABILITATION SERVICES IU Health Rehabilitation & Sports Medicine 2900 16th St BEDFORD IN 47421 REHABILITATION SERVICES IU Health Rehabilitation & Sports Medicine Center East 328 S WOODCREST DR BLOOMINGTON IN 47401 REHABILITATION SERVICES IU Health Rehabilitation & Sports Medicine Center Spencer 926 IN-46 200 Spencer IN 47460 REHABILITATION SERVICES IU Health Rehabilitation & Sports Medicine Center West 2499 W Cota Dr BLOOMINGTON IN 47403 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 4935 W ARLINGTON RD BLOOMINGTON IN 47404 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 1801 N SENATE BLVD STE 240 INDIANAPOLIS IN 46202 REHABILITATION SERVICES IU Health Occupational Therapy Services 1801 N SENATE BLVD STE 530 INDIANAPOLIS IN 46202 REHABILITATION SERVICES NEUROREHABILITATION AND ROBOTICS 355 W 16TH ST STE 1078 INDIANAPOLIS IN 46202 REHABILITATION SERVICES IU HEALTH OCCUPATIONAL SERVICES 2804 16TH ST BEDFORD IN 47421 REHABILITATION SERVICES IU HEALTH MORGAN REHABILITATION 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 550 N UNIVERSITY BLVD RM 4175 INDIANAPOLIS IN 46202 REHABILITATION SERVICES IU Health Adult Physical Therapy & Rehabilitation Services 1801 N SENAE BLVD STE 1438 INDIANAPOLIS IN 46202 REHABILITATION SERVICES IU HEALTH REHABILITATION SERVICES 1300 S JACKSON ST FRANKFORT IN 46141 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 2705 W North Street MUNCIE IN 47303 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 7411 N Keystone Ave Suite B INDIANAPOLIS IN 46240 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 6820 PARKDALE PL STE 120 INDIANAPOLIS IN 46254 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 1010 S MAIN ST SUITE 110 TIPTON IN 46072 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 9670 E WASHINGTON ST STE 115 INDIANAPOLIS IN 46229 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 8820 S Meridian St Suite 215 INDIANAPOLIS IN 46217 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 2476 E 116TH ST G-100 CARMEL IN 46032 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 410 PILGRIM BLVD HARTFORD CITY IN 47348 REHABILITATION SERVICES IU Health Pediatric Physical Therapy & Rehabilitation 6820 PARKDALE PL STE 109 INDIANAPOLIS IN 46254 REHABILITATION SERVICES IU Health Physical Therapy & Rehabilitation 14645 HAZEL DELL RD NOBLESVILLE IN 46062 REHABILITATION SERVICES IU HEALTH URGENT CARE - BLOOMINGTON 326 S WOODCREST DR BLOOMINGTON IN 47401 URGENT CARE IU HEALTH URGENT CARE - GREENWOOD 996 S SR 135 SUITE P GREENWOOD IN 46143 URGENT CARE IU HEALTH URGENT CARE - AVON 10853 E US HWY 36 AVON IN 46123 URGENT CARE IU HEALTH URGENT CARE - BROAD RIPPLE 1036 BROAD RIPPLE AVE INDIANAPOLIS IN 46220 URGENT CARE IU HEALTH URGENT CARE - DOWNTOWN INDPLS 222 W WASHINGTON ST INDIANAPOLIS IN 46204 URGENT CARE IU HEALTH URGENT CARE - BROWNSBURG 90 E GARNER RD STE A BROWNSBURG IN 46112 URGENT CARE IU HEALTH URGENT CARE - NOBLESVILLE 14645 HAZEL DELL ROAD SUITE 120 NOBLESVILLE IN 46062 URGENT CARE IU HEALTH URGENT CARE - LAFAYETTE 1 WALTER SCHOLER DR LAFAYETTE IN 47909 URGENT CARE IU HEALTH URGENT CARE - FORT WAYNE NORTH 9821 LIMA RD STE 103 FORT WAYNE IN 46818 URGENT CARE IU HEALTH URGENT CARE - WEST LAFAYETTE 253 SAGAMORE PKWY W WEST LAFAYETTE IN 47906 URGENT CARE IU Health Urgent Care Fort Wayne - Hope Drive 7411 Hope Drive Suite A Fort Wayne IN 46815 Urgent Care IU HEALTH RADIOLOGY 9660 E WASHINGTON ST INDIANAPOLIS IN 46229 RADIOLOGY IU HEALTH CANCER RADIATION CENTER 9149 STATE RD 37 BEDFORD IN 47421 RADIOLOGY IU HEALTH RADIOLOGY 820 SAMUEL MOORE PKWY MOORESVILLE IN 46158 RADIOLOGY IU HEALTH RADIOLOGY 6850 PARKDALE PL INDIANAPOLIS IN 46254 RADIOLOGY IU HEALTH RADIOLOGY 362 W 15TH ST SUITE 4200 INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH MORGAN RADIOLOGY 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 RADIOLOGY IU HEALTH RADIOLOGY 550 N UNIVERSITY BLVD UN 0663 INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH RADIOLOGY 404 E WASHINGTON ST STE B INDIANAPOLIS IN 46204 RADIOLOGY IU HEALTH RADIOLOGY 1801 N SENATE BLVD RM A 1157A INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH RADIOLOGY 2625 E 62nd St Suite 2010 INDIANAPOLIS IN 46220 RADIOLOGY IU HEALTH RADIOLOGY 7411 HOPE DR SUITE B FORT WAYNE IN 46815 RADIOLOGY IU HEALTH RADIOLOGY 151 PENNSYLVANIA PKWY SUITE 160 INDIANAPOLIS IN 46280 RADIOLOGY IU HEALTH RADIOLOGY 720 ESKENAZI INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH RADIOLOGY 3401 E Raymond INDIANAPOLIS IN 46203 RADIOLOGY IU HEALTH RADIOLOGY 10101 Ernst Rd Suite 1100 ROANOKE IN 46783 RADIOLOGY IU HEALTH RADIOLOGY 4880 CENTURY PLAZA RD STE 155 INDIANAPOLIS IN 46254 RADIOLOGY IU HEALTH RADIOLOGY 2598 W WHITE RIVER BLVD MUNCIE IN 47303 RADIOLOGY IU HEALTH RADIOLOGY 1111 N RONALD REAGAN PKWY AVON IN 46123 RADIOLOGY IU HEALTH RADIOLOGY 8830 S MERIDIAN ST INDIANAPOLIS IN 46217 RADIOLOGY IU HEALTH RADIOLOGY 1000 S MAIN ST TIPTON IN 46072 RADIOLOGY IU HEALTH RADIOLOGY 1375 N GREEN ST STE 200 BROWNSBURG IN 46112 RADIOLOGY IU HEALTH RADIOLOGY 11700 N MERIDIAN ST CARMEL IN 46032 RADIOLOGY IU HEALTH RADIOLOGY 13000 E 136TH ST FISHERS IN 46037 RADIOLOGY IU HEALTH RADIOLOGY 1701 N SENATE BLVD Room A 1157A INDIANAPOLIS IN 46202 RADIOLOGY IU HEALTH UNIVERSITY RETAIL PHARMACY 550 N UNIVERSITY BLVD UH1425 INDIANAPOLIS IN 46202 PHARMACY IU HEALTH METHODIST RETAIL PHARMACY 1801 N SENATE BLVD STE 105 INDIANAPOLIS IN 46202 PHARMACY Riley Retail Pharmacy at IU Health 705 RILEY HOSPITAL DR ROC 1201 INDIANAPOLIS IN 46202 PHARMACY IU HEALTH PHARMACY - JACKSON 2901 W Jackson St Suite B MUNCIE IN 47304 PHARMACY IU HEALTH SAXONY RETAIL PHARMACY 13100 E 136TH ST STE 1000 FISHERS IN 46037 PHARMACY IU HEALTH ADVANCED THERAPIES PHARMACY 390 Airtech Pkwy Suite 106A PLAINFIELD IN 46168 PHARMACY-MAIL ORDER/SPECIALTY SERVICES IU HEALTH HOME CARE 950 N MERIDIAN ST STE 700 INDIANAPOLIS IN 46204 HOME HEALTH IU HEALTH EXPRESSIONS HOME MEDICAL EQUIP 11725 N ILLINOIS ST SUITE 485 CARMEL IN 46032 HOME HEALTH IU HEALTH HOSPICE 950 N MERIDIAN ST STE 700 INDIANAPOLIS IN 46204 HOSPICE IU HEALTH DIAGNOSTIC CENTER ARLINGTON LAB 4935 W ARLINGTON RD BLOOMINGTON IN 47404 LAB IU HEALTH BALL MEMORIAL HOSPITAL LAB 2401 UNIVERSITY AVE MUNCIE IN 47303 LAB IU HEALTH BETHEL LAB 5501 W BETHEL AVE MUNCIE IN 46304 LAB IU HEALTH GEORGETOWN MEDICAL PLAZA LAB 4880 CENTURY PLAZA RD STE 125 INDIANAPOLIS IN 46254 LAB IU HEALTH JAY HOSPITAL OUTPATIENT LAB 500 W VOTAW ST PORTLAND IN 47371 LAB IU HEALTH LANDMARK OUTPATIENT LAB 550 LANDMARK AVE BLOOMINGTON IN 47403 LAB IU HEALTH MOORESVILLE LAB 820 SAMUEL MOORE PKWY MOORESVILLE IN 46158 LAB IU HEALTH MORGAN LAB 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 LAB IU HEALTH PATHOLOGY LAB 350 W 11TH ST INDIANAPOLIS IN 46202 LAB IU HEALTH SAXONY HOSPITAL LAB 13000 E 136TH ST FISHERS IN 46037 LAB IU HEALTH SIP BEDFORD LAB 2900 W 16TH ST BEDFORD IN 47421 LAB IUH BLOOMINGTON HOSPITAL MAIN CAMPUS LAB 2651 E Discovery Pkwy 1ST FLOOR BLOOMINGTON IN 47408 LAB IUH JOE & SHELLY SCHWARZ CANCER CTR LAB 11700 N MERIDIAN ST CARMEL IN 46032 LAB IUH METHODIST MED PLAZA BROWNSBURG LAB 1375 N GREEN ST BROWNSBURG IN 46112 LAB IUH METHODIST MED PLAZA EAGLE HIGHLANDS 6850 PARKDALE PL INDIANAPOLIS IN 46254 LAB IUH METHODIST MEDICAL PLAZA EAST LAB 9660 E WASHINGTON ST INDIANAPOLIS IN 46229 LAB IUH METHODIST MEDICAL PLAZA NORTH LAB 151 PENNSYLVANIA PKWY CARMEL IN 46280 LAB IUH METHODIST MEDICAL PLAZA SOUTH LAB 8820 S MERIDIAN ST INDIANAPOLIS IN 46217 LAB IUH METHODIST PROFESSIONAL CENTER LAB 1801 N SENATE BLVD INDIANAPOLIS IN 46202 LAB UNIV HOSP AMBULATORY OUTPATIENT CNTR LAB 550 N UNIVERSITY BLVD RM 1005 INDIANAPOLIS IN 46202 LAB IUH ADDICTION TREATMENT & RECOVERY CNTR 727 W 2ND ST BLOOMINGTON IN 47403 BEHAVIORAL HEALTH IUH ADDICTION TREATMENT & RECOVERY CNTR 1758 W 100 S PORTLAND IN 47371 BEHAVIORAL HEALTH IUH ADDICTION TREATMENT & RECOVERY CNTR 210 N TILLOTSON AVE MUNCIE IN 47304 BEHAVIORAL HEALTH IUH ADDICTION TREATMENT & RECOVERY CNTR 1730 N Capitol Ave Suite C3 INDIANAPOLIS IN 46202 BEHAVIORAL HEALTH IUH ADDICTION TREATMENT & RECOVERY CNTR 1115 N Ronald Reagan Pkwy Suite 36 Avon IN 46123 BEHAVIORAL HEALTH IU HEALTH MORGAN 2209 JOHN R WOODEN DR MARTINSVILLE IN 46151 DIAGNOSTIC & OTHER OUTPATIENT IU HEALTH OLCOTT CENTER 2651 E Discovery Pkwy BLOOMINGTON IN 47408 DIAGNOSTIC & OTHER OUTPATIENT Schedule H, Part V, Section A LINE 1 - NAME, ADDRESS, AND WEBSITE IU HEALTH OPERATES SEVERAL HOSPITAL LOCATIONS UNDER A SINGLE HOSPITAL LICENSE ISSUED BY THE INDIANA STATE DEPARTMENT OF HEALTH. THE NAMES, ADDRESSES, AND PRIMARY WEBSITE ADDRESSES FOR EACH OF THESE LOCATIONS ARE AS FOLLOWS: IU HEALTH METHODIST HOSPITAL 1701 N. SENATE BLVD. INDIANAPOLIS, IN 46202 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-METHODIST-HOSPITAL IU HEALTH UNIVERSITY HOSPITAL 550 UNIVERSITY BLVD. INDIANAPOLIS, IN 46202 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-UNIVERSITY-HOSPITAL RILEY HOSPITAL FOR CHILDREN AT IU HEALTH 705 RILEY HOSPITAL DR. INDIANAPOLIS, IN 46202 HTTPS://WWW.RILEYCHILDRENS.ORG/ IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN AT IU HEALTH ARE COLLECTIVELY REFERRED TO AS THE IU HEALTH ACADEMIC HEALTH CENTER. IU HEALTH SAXONY HOSPITAL 13000 E. 136TH ST. FISHERS, IN 46037 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-SAXONY-HOSPITAL Schedule H, Part I, Line 7c TOTAL COMMUNITY BENEFIT EXPENSE SCHEDULE H, PART I, LINE 7, COLUMN (F), PERCENT OF TOTAL EXPENSE, IS BASED ON COLUMN (E) NET COMMUNITY BENEFIT EXPENSE. THE PERCENT OF TOTAL EXPENSE BASED ON COLUMN (C) TOTAL COMMUNITY BENEFIT EXPENSE, WHICH EXCLUDES DIRECT OFFSETTING REVENUE, IS 33.73%. Schedule H, Part I, Line 7f PERCENT OF TOTAL EXPENSE THE AMOUNT OF BAD DEBT EXPENSE SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE OF TOTAL EXPENSE ON LINE 7, COLUMN (F) IS $8,338,360. THIS AMOUNT INCLUDES THE BAD DEBT EXPENSE REPORTED ON FORM 990, PART IX, LINE 25, COLUMN (A), AND IU HEALTH'S PORTION OF THE BAD DEBT ATTRIBUTABLE TO THE JOINT VENTURES REPORTED ON SCHEDULE H, PART IV. BAD DEBT EXPENSE IS REPORTED AT COST BASED ON THE COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES. Schedule H, Part II PROMOTION OF HEALTH IN COMMUNITIES SERVED IU Health Inc. supports and/or participates in a variety of community-building activities that address the non-medical, root causes of health problems in the communities it serves. IU Health Inc. and its related hospital entities across the state of Indiana ("IU Health Statewide System") investments include economic development efforts across the state, workforce development opportunities, collaborate with like-minded organizations through coalitions that address key issues, and advocate for improvements in the health status of vulnerable populations. Some activities meet the definition of community benefit and have been reported as such. IU Health Inc. supported several different types of community building activities to promote the health of the community. These activities include: Economic development: Due to the relationship between health, safety and economic growth, IU Health Inc. has long seen the value in supporting sustainable economic growth and quality of place in Indianapolis and the surrounding metropolitan area. IU Health Inc. provided in-kind and financial support to the Indianapolis Chamber of Commerce's Accelerate Indy for all, the economic development strategy. The pillars of the strategy include educated and talented workers; innovative and enterprising business; attractive and connected places; and a vibrant and inviting image. Workforce development: Seeking opportunities to collaborate with educational institutes to promote the health sciences professions, IU Health Inc. has several departments that did community education and outreach to encourage students to explore and consider healthcare careers. As the healthcare industry faces workforce shortages, this presents an opportunity to inspire students, especially racial and ethnic minority students, to go to college or seek other post-secondary education alternatives. Coalition building: IU Health team members participate on the governing boards of nonprofit organizations that seek to increase access to healthcare services, engage and educate the community on specific health topics, and advance public health. Additionally, IU Health team members participate in local coalitions such as the Top 10 Coalition to share resources and information as well as improve community and partner capacity to address health needs and advance health equity in the community. Community support: IU Health supports organizations that provide additional community support. A financial gift was made to the Indianapolis Foundation's endowment fund for current and future efforts of the Foundation in Indianapolis (the community served by IU Health Inc. hospitals). The Indianapolis Foundation's mission, values and strategic plan aligns with the those of IU Health Methodist, University and Riley hospitals, including Healthy Communities priorities. Its approach and purpose is to carry out community benefit activities and programs that seek to create equitable outcomes for the community. Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care IU Health uses several factors other than federal poverty guidelines ("FPG") in determining eligibility for free care under its FAP. These factors include the following: 1. 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 7g Subsidized Health Services IU HEALTH, INC. INCLUDES COSTS ASSOCIATED WITH PHYSICIAN CLINICS AS SUBSIDIZED HEALTH SERVICES BUT IS NOT ABLE TO SEGREGATE THE COSTS ASSOCIATED WITH PHYSICIAN CLINICS. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 2919862 Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE AMOUNT REPORTED ON LINE 2 AS BAD DEBT IS REPORTED AT COST, AS CALCULATED USING THE COST TO CHARGE RATIO METHODOLOGY. Schedule H, Part III, Line 3 Bad Debt Expense Methodology IU Health will deem patients or their guarantors presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs and care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility: 1. Medicaid (any state) 2. Indiana Children's Special Health Care Services 3. Healthy Indiana Plan 4. Patients who are awarded Hospital Presumptive Eligibility (HPE) 5. A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. No Financial Assistance Application is required to receive Financial Assistance under this Presumptive Eligibility section. IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for at least one hundred and twenty (120) days after the account is eligible for an ECA as set forth in this Policy. If the patient or guarantor's individual scoring criteria demonstrates the patient has a low likelihood and/or propensity to pay or no credit, the patient or guarantor may be deemed presumptively eligible for Financial Assistance. Financial Assistance may additionally be granted in the following circumstances: a) If the patient or their guarantor is found to have filed a petition for bankruptcy. b) If the patient is deceased and found to have no estate. c) If the patient is deceased and was under 21 years of age at the time of death. Due to this comprehensive methodology, IU Health does not believe any amount of bad debt is attributable to patients who may be eligible under the financial assistance policy and no portion of bad debt is included as community benefit. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote IU HEALTH'S CONSOLIDATED FINANCIAL STATEMENTS, FOOTNOTE 5, ADDRESSES BAD DEBT EXPENSE AS FOLLOWS: The Indiana University Health System does not require collateral or other security from its patients, substantially all of whom are residents of the State, for the delivery of health care services. However, consistent with industry practice, the Indiana University Health System routinely obtains assignment of (or is otherwise entitled to receive) patients' benefits payable under their health insurance programs, plans, or policies (e.g., Medicare, Medicaid, managed care payers, and commercial insurance policies). The Indiana University Health System uses a portfolio approach to account for categories of patient contracts as a collective group, rather than recognizing revenue on an individual contract basis. The portfolios consist of major payer classes for inpatient revenue and outpatient revenue. Based on the historical collection trends and other analysis, the Indiana University Health System believes that revenue recognized by utilizing the portfolio approach approximates the revenue that would have been recognized if an individual contract approach were used. In support of its mission, the Indiana University Health System provides care to uninsured and underinsured patients. The Indiana University Health System provides charity care to patients who lack the financial resources to pay for their medical care. Financial assistance is available to qualifying uninsured and underinsured patients receiving care at an Indiana University Health System hospital location. Under its financial assistance policy, the Indiana University Health System provides medically necessary care to uninsured patients. Financial assistance up to the full amount of patient financial responsibility is available for uninsured and underinsured patients receiving care via the emergency department, direct admission from a physician's office, or transfer from another hospital. The federal poverty level (FPL) thresholds are used when determining the level of financial assistance based on household makeup. Households without dependents are eligible for assistance if household income is less than or equal to 200% FPL, two adults and at least one dependent are eligible if household income is less than or equal to 250% FPL, and households with one adult and at least one dependent are eligible if household income is less than or equal to 300% FPL. 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 MEDICARE COST REPORT. "ALLOWABLE COSTS" FOR MEDICARE COST REPORT PURPOSES, HOWEVER, ARE NOT REFLECTIVE OF ALL COSTS ASSOCIATED WITH IU HEALTH'S PARTICIPATION IN MEDICARE PROGRAMS. FOR EXAMPLE, THE MEDICARE COST REPORT EXCLUDES CERTAIN COSTS SUCH AS BILLED PHYSICIAN SERVICES, THE COSTS OF MEDICARE PARTS C AND D, FEE SCHEDULE REIMBURSED SERVICES, AND DURABLE MEDICAL EQUIPMENT SERVICES. INCLUSION OF ALL COSTS ASSOCIATED WITH IU HEALTH'S PARTICIPATION IN MEDICARE PROGRAMS WOULD SIGNIFICANTLY INCREASE THE MEDICARE SHORTFALL REPORTED ON SCHEDULE H, PART III, LINE 7. IU HEALTH'S MEDICARE SHORTFALL IS ATTRIBUTABLE TO REIMBURSEMENTS THAT ARE LESS THAN THE COST OF PROVIDING PATIENT CARE AND SERVICES TO MEDICARE BENEFICIARIES AND DOES NOT INCLUDE ANY AMOUNTS THAT RESULT FROM INEFFICIENCIES OR POOR MANAGEMENT. IU HEALTH ACCEPTS ALL MEDICARE PATIENTS KNOWING THAT THERE MAY BE SHORTFALLS; THEREFORE IT HAS TAKEN THE POSITION THAT ANY SHORTFALL SHOULD BE COUNTED AS PART OF ITS COMMUNITY BENEFIT. ADDITIONALLY, IT IS IMPLIED IN INTERNAL REVENUE SERVICE REVENUE RULING 69-545 THAT TREATING MEDICARE PATIENTS IS A COMMUNITY BENEFIT. REVENUE RULING 69-545, WHICH ESTABLISHED THE COMMUNITY BENEFIT STANDARD FOR NONPROFIT HOSPITALS, STATES THAT IF A HOSPITAL SERVES PATIENTS WITH GOVERNMENTAL HEALTH BENEFITS, INCLUDING MEDICARE, THEN THIS IS AN INDICATION THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance IU Health's FAP and written debt collection policy describe the collection practices applicable to patients, including those who may qualify for financial assistance. 1. Financial Assistance Application Financial Assistance Applications must include the following documentation: - All sources of Income for the last three (3) months. - Most recent three (3) months of pay stubs or Supplemental Security Income via Social Security. - Most recent three (3) statements from checking and savings accounts, certificates of deposit, stocks, bonds and money market accounts. - Most recent state and Federal Income Tax forms including Schedules C, D, E, and F. In the event the patient or guarantor's income does not warrant the filing of a federal tax statement, the individual may submit a notarized affidavit attesting to the foregoing. - Most recent W-2 statement. - For patients or members of the Household who are currently unemployed, Wage Inquiry from WorkOne. - If applicable, divorce/dissolution decrees and child custody order. Patients or their guarantors wishing to apply for Financial Assistance due to Financial Hardship are encouraged to submit an Application within ninety (90) days of discharge. Patients or their guarantors may submit an Application up to two-hundred and forty (240) days from the date of their initial post-discharge billing statement from IU Health, however, accounts may be subject to Extraordinary Collection Actions (ECA) as soon as one-hundred and twenty (120) days after receipt of the initial post-discharge billing statement. Patients or their guarantors submitting an incomplete Financial Assistance Application will receive written notification of the Application's deficiency upon discovery by IU Health. The Application will be pended for a period of forty-five (45) days from the date the notification is mailed. IU Health will suspend any ECA until the Application is complete or the expiration of the forty-five (45) day period. Patients with limited English proficiency may request a copy of this Policy, a Financial Assistance Application, and a Plain Language Summary in one of the below languages: - Arabic; - Burmese; - Burmese - Falam; - Burmese - Hakha Chin; - Mandarin/Chinese; or - Spanish The patient, and/or their representative, such as the patient's physician, family members, legal counsel, community or religious groups, social services or hospital personnel may request a Financial Assistance Application be mailed to a patient's primary mailing address free of charge. IU Health maintains the confidentiality of all Financial Assistance Applications and supporting documentation. IU Health will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance Application. 2. Financial Assistance Determinations IU Health will inform patients or guarantors of the results of their Application by providing the patient or guarantor with a Financial Assistance Determination within ninety (90) days of receiving a completed Application and all requested documentation. A patient's Financial Assistance Application and Financial Assistance Determination are specific to each date(s) of service and approved related encounters. If a patient or guarantor is granted less than full charity assistance and the patient or guarantor provides additional information for reconsideration, Revenue Cycle Services may amend a prior Financial Assistance Determination. 3. Extraordinary Collection Actions IU Health may refer delinquent patient accounts to a third-party collection agency after utilizing reasonable efforts to determine a patient's eligibility for assistance under this Policy. Reasonable efforts include the following: - IU Health will notify the patient of this Policy at least thirty (30) days prior to initiating an ECA. - IU Health will not initiate an ECA for at least one-hundred and twenty (120) days after the patient's initial post-discharge billing statement. - IU Health will review all Financial Assistance Applications received up to and including two-hundred and forty (240) days after the patient's initial post-discharge billing statement. IU Health will cease any ECAs it has initiated upon receipt of a Financial Assistance Application until a Financial Assistance Determination is made under this policy. - If an Application is Approved, IU Health will issue a revised statement, issue refunds, and make reasonable efforts to reverse ECAs as necessary. IU Health and its third-party collection agencies may initiate an ECA against a patient or their guarantor in accordance with this Policy and 26 C.F.R. § 1.501(r). ECAs may include the following: - Selling a patient or their guarantor's outstanding financial responsibility to a third party. - Reporting adverse information about the patient or their guarantor to consumer credit reporting agencies or credit bureaus. - Deferring or denying, or requiring a payment before providing, medically necessary care because of a patient or their guarantor's nonpayment of one or more bills for previously provided care covered under this Policy. - Actions requiring a legal or judicial process, including but not limited to placing a lien on a patient's or their guarantor's property, foreclosing on a patient's or their guarantor's real property, attaching or seizing a patient's or their guarantor's bank account or other personal property, commencing a civil action against a patient or their guarantor, causing a patient or guarantor's arrest, causing a patient and/or guarantor to be subject to a writ of body attachment, and garnishing a patient or guarantor's wages When it is necessary to engage in such action, IU Health and its third party collection agencies, will engage in fair, respectful and transparent collections activities. 4. Refunds Patients eligible for Financial Assistance under this Policy who remitted payment to IU Health in excess of their Patient Responsibility will be alerted to the overpayment as promptly after discovery as is reasonable given the nature of the overpayment. Patients with an outstanding account balance due on a separate account will have their refund applied to the outstanding balance. Patients without an outstanding account balance described above will be issued a refund check for their overpayment as soon as technically feasible. Schedule H, Part V, Section B, Line 16a FAP website - INDIANA UNIVERSITY HEALTH: Line 16a URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16b FAP Application website - INDIANA UNIVERSITY HEALTH: Line 16b URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - INDIANA UNIVERSITY HEALTH: Line 16c URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE; Schedule H, Part VI, Line 2 Needs assessment Though IU Health Inc. believes its CHNA process is comprehensive, the CHNA is done on a triennial basis. Between CHNA cycles, IU Health Inc. gathers data and information to monitor the most current needs of the community. Additional sources of data and information include: * IU Health data analytics and information service teams; * Secondary data sources from Federal, state, and local entities with a focus on health behaviors, health outcomes, and social determinants of health; * Obtaining community organization and governmental agency perspectives; priority population perspectives; and other healthcare and hospital perspectives; * Reports that share findings and recommendations on certain populations within the community and/or health behaviors, health outcomes, or social determinants of health; * Evidence informed sources; and * Team member participation in partnering efforts (e.g., coalitions, advisory committees, task forces, etc.). The regular review of these sources of data and information rarely impact what the significant needs are between CHNA cycles. However, it does help influence the types or level of interventions to address the significant needs; prioritize resources to those groups or neighborhoods experiencing health disparities in the community; identify funding opportunities to support interventions; and strengthen or mobilize partnerships to improve health. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance IU Health takes several measures to inform its patients of the FAP and FAP-eligibility. These measures include the following: 1. Post this Policy, a Plain Language Summary of this Policy, and the Financial Assistance Application on its website. 2. Provide patients with a Plain Language Summary of this Policy during registration and/or discharge. 3. Post conspicuous displays in appropriate acute care settings such as emergency departments and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 4. Include a conspicuous written notice on all patient post-discharge billing statements notifying the patient about this Policy and the telephone number of the Customer Service Department which can assist patients with questions regarding this Policy. 5. Make available Customer Service representatives via telephone during normal business hours. 6. Mail copies of this Policy, a Plain Language Summary of this Policy, and a Financial Assistance Application to patients or their guarantor free of charge upon request. 7. Broadly communicate this Policy as a part of its general outreach efforts. 8. Educate patient-facing team members on this Policy and the process for referring patients to the program. Schedule H, Part VI, Line 4 Community information IU HEALTH SERVES A LARGE GEOGRAPHIC AREA IN CENTRAL INDIANA. IN COMPLETING CHNAS FOR ITS IU HEALTH ACADEMIC HEALTH CENTER AND IU HEALTH SAXONY HOSPITAL LOCATIONS, IU HEALTH DEFINED "COMMUNITY" AS THE COUNTY OF RESIDENCE FOR EACH HOSPITAL LOCATION. EACH INDIVIDUAL HOSPITAL LOCATION SERVES A UNIQUE SUBSECTION OF THE COMMUNITY FOR WHICH DETAILS ARE INCLUDED BELOW: IU HEALTH ACADEMIC HEALTH CENTER THE COMMUNITY FOR IU HEALTH ACADEMIC HEALTH CENTER'S PRIMARY SERVICE AREA IS DEFINED AS MARION COUNTY, THE COMMUNITY WHERE IU HEALTH ACADEMIC HEALTH CENTER IS LOCATED. THE SECONDARY SERVICE AREA IS COMPRISED OF ALL OTHER COUNTIES WITHIN THE STATE OF INDIANA. MARION COUNTY INCLUDES ZIP CODES WITHIN THE TOWNS OF BEECH GROVE, INDIANAPOLIS, LAWRENCE, SOUTHPORT, AND SPEEDWAY, PLUS PORTIONS OF PLAINFIELD, WHICH EXTENDS INTO HENDRICKS COUNTY. BASED ON THE CENSUS BUREAU DATA ESTIMATES FOR 2024, the most recent data available, MARION COUNTY'S POPULATION WAS 981,628 AND 51.6% WERE FEMALE. IU HEALTH SAXONY HOSPITAL THE COMMUNITY FOR IU HEALTH SAXONY HOSPITAL'S PRIMARY SERVICE AREA IS DEFINED AS HAMILTON COUNTY, THE COUNTY WHERE IU HEALTH SAXONY HOSPITAL IS LOCATED, PLUS MARION, MADISON, AND HANCOCK COUNTIES. APPROXIMATELY 67% OF INPATIENT DISCHARGES ORIGINATE FROM THE PRIMARY SERVICE AREA. HAMILTON COUNTY INCLUDES ZIP CODES WITHIN THE TOWNS OF ARCADIA, ATLANTA, CARMEL, CICERO, FISHERS, NOBLESVILLE, SHERIDAN, AND WESTFIELD. BASED ON CENSUS BUREAU ESTIMATES FOR 2024, the most recent data available, HAMILTON COUNTY'S POPULATION WAS 379,704. JUST OVER HALF, 50.7%, WERE FEMALE AND 49.3% WERE MALE. Schedule H, Part VI, Line 5 Promotion of community health IU Health's Board of Directors are mostly comprised of independent community members who reside in IU Health's primary service areas. IU Health 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 can be accessed on the IU Health website. A nondiscrimination clause is explicitly stated in IU Health 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. IU Health is building a new hospital in downtown Indianapolis (Marion County) to combine adult services into one location with inpatient and observation beds, a full-service outpatient center and a medical education building and on-site faculty offices. This new facility will consolidate IU Health Methodist and IU Health University Hospital(s). The hospital's development includes the Indy Health District to support the health and well-being of the community around the new hospital that has experienced the reduction, and even elimination, of social and economic resources that impact health. Strategies will include efforts to increase access to affordable housing, quality education, healthcare workforce development, and safe neighborhoods. More information on the Indy Health District can be found at https://indyhealthdistrict.org/. Schedule H, Part VI, Line 6 Affiliated health care system Indiana University Health Inc. is part of Indiana University Health ("IU Health "the healthcare system"), which is Indiana's most comprehensive healthcare system. A unique partnership with the Indiana University School of Medicine ("IU School of Medicine"), one of the nation's leading medical schools, gives patients access to innovative treatments and therapies. The healthcare system is comprised of hospitals, physicians and allied services dedicated to providing preeminent patient care and community health improvement throughout Indiana. IU Health's affiliate hospitals are divided into 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 100 BLACK MEN INDIANAPOLIS 1500 E MICHIGAN STREET 8 Indianapolis IN 46201 351813852 501(c)(3) 25000 Community Benefit AMERICAN HEART ASSOCIATION 7272 Greenville Ave Dallas TX 75231 135613797 501(c)(3) 384716 General Support Aspire Higher Foundation 1002 Udell St Indianapolis IN 46208 832261693 501(c)(3) 100000 General Support Boys & Girls Clubs of Northeast Indiana 8392 MISSISSIPPI STREET 2nd floor Merrillville IN 46410 351778767 501(c)(3) 200000 General Support Brightwood Community Center Inc 3130 EAST 30TH ST Indianapolis IN 46218 352291568 501(c)(3) 15000 Community Benefit CENTER FOR INTERFAITH COOP INC 1100 W 42nd St Indianapolis IN 46208 275336996 501(c)(3) 167750 General Support CHRISTIAN THEOLOGICAL SEMINARY 1000 W 42nd St Indianapolis IN 46208 351045939 501(c)(3) 25000 General Support COBURN PLACE SAFEHAVEN II 604 E 38th Street Indianapolis IN 46205 371421922 501(c)(3) 6098 General Support Community Action of Greater Indianapolis Inc 3266 N Meridian St Indianapolis IN 46208 356048441 501(c)(3) 525000 General Support Community Alliance of the Far Eastside 615 N Alabama St STE 119 Indianapolis IN 46204 351793680 501(c)(3) 25000 Community Benefit EARLY LEARNING INDIANA INC 1411 Roosevelt Ave Indianapolis IN 46201 350888763 501(c)(3) 217395 General Support Emerging Pearls Foundation Inc 9165 Otis Ave Indianapolis IN 46216 261470770 501(c)(3) 15000 General Support ERSKINE GREEN INSTITUTE 601 S High St Muncie IN 47305 463746158 501(c)(3) 162500 General Support ESKENAZI HEALTH 720 Eskenazi Ave Indianapolis IN 46202 311132066 501(c)(3) 25000 General Support Fathers and Families Center 2835 N Illinois Street Indianapolis IN 46208 352069047 501(c)(3) 250000 General Support First Baptist Church in Indianapolis 8600 N College Ave Indianapolis IN 46240 351065808 501(c)(3) 25000 General Support Free Press Indiana 1220 WATERWAY BLVD STE H295 Indianapolis IN 46202 922211924 501(c)(3) 25000 General Support GENNESARET FREE CLINIC INC 615 N Alabama St Indianapolis IN 46204 351776518 501(c)(3) 30000 Health Access GLEANERS FOOD BANK IN INC 3737 Waldemere Ave Indianapolis IN 46241 351483868 501(c)(3) 100000 6734 Fair Market Value Various Food Items Community Benefit Habitat for Humanity of Greater Indianapolis 3135 N MERIDIAN ST Indianapolis IN 46208 351715910 501(c)(3) 106390 General Support HEALTHNET INC 3401 Raymond St Indianapolis IN 46203 351579827 501(c)(3) 650000 General Support INDIANA LEGAL SERVICES INC 1200 Madison Ave Indianapolis IN 46225 356059654 501(c)(3) 50000 General Support Indiana University 107 S Indiana Ave Bloomington IN 47405 356001673 Government entity 222500 Research Indiana Youth Group Inc 3733 N Meridian St Ste 300 Indianapolis IN 46208 351760451 501(c)(3) 10000 General Support INDIANAPOLIS RECORDER 2901 N TACOMA AVE Indianapolis IN 46218 350853913 Corporation 25000 Community Benefit INDIANAPOLIS URBAN LEAGUE 777 Indiana Ave Indianapolis IN 46202 356060655 501(c)(3) 42500 General Support Indy Health District Inc 212 W 10TH ST BLDG A Indianapolis IN 46204 993807385 501(c)(3) 40000 6906 Fair Market Value Various Items General Support Intend Indiana Inc 1704 BELLEFONTAINE ST Indianapolis IN 46256 351704590 501(c)(3) 750000 General Support IVY ENDOWMENT INC PO BOX 88474 Indianapolis IN 46208 310962055 501(c)(3) 15000 General Support IWU Accelerator Inc PO BOX 2900 Bloomington IL 61702 370662594 501(c)(3) 25000 General Support Junior Achievement of Central Indiana Inc 8395 Keystone Xing Indianapolis IN 46204 351003695 501(c)(3) 20000 General Support Keeping PACE 6731 CHAPEL XING Zionsville IN 46077 863779992 Corporation 50000 Community Benefit LA PLAZA INC 8902 EAST 38TH STREET Indianapolis IN 46226 300029575 501(c)(3) 10000 General Support Light of the World Christian Church 4646 Michigan Rd Indianapolis IN 46228 350899071 501(c)(3) 40000 General Support Mackida Loveal & Trip Mentoring Outreach Center Inc 3811 N Emerson Ave Indianapolis IN 46226 464445305 501(c)(3) 30000 General Support Martin University Inc 2186 NORTH SHERMAN DRIVE Indianapolis IN 46218 310970262 501(c)(3) 475730 General Support National Coalition of 100 Black Women Indianapolis Chapter Inc 429 E Vermont St Ste 013 Indianapolis IN 46202 351906071 501(c)(3) 15000 General Support New Direction Christian Church Inc 5330 E 38th Indianapolis IN 46218 351754899 501(c)(3) 25000 General Support Outreach Inc 2416 EAST NEW YORK Indianapolis IN 46201 351989358 501(c)(3) 219327 General Support Peace Learning Center Inc 6040 Delong Rd Indianapolis IN 46254 352067284 501(c)(3) 145000 General Support REACH FOR YOUTH INC 3505 Washington Blvd Indianapolis IN 46205 237456842 501(c)(3) 20000 General Support RecycleForce 816 N Sherman Drive Indianapolis IN 46201 141892402 501(c)(3) 1000000 General Support The Immigrant Welcome Center 2049 N Meridian St Indianapolis IN 46202 203222424 501(c)(3) 30000 General Support The Links Inc Circle City IN Chapter 1300 E 86th St 116 Ste 14 Indianapolis IN 46240 351857011 501(c)(3) 15000 General Support THE MILK BANK INC 8020 Castleway Drive Indianapolis IN 46250 201662573 501(c)(3) 25000 General Support The St Joseph Community Health Foundation 347 W Berry St Fort Wayne IN 46802 311016570 501(c)(3) 302000 General Support Trinity Haven Inc 3243 N Meridian St Indianapolis IN 46208 825358554 501(c)(3) 25000 General Support The Indianapolis Foundation Inc 615 North Alabama Street Indianapolis IN 46204 454618430 501(c)(3) 50000000 General Support Groundwork Indy Inc 1107 Burdsal Parkway Indianapolis IN 46208 473863928 501(c)(3) 22900 General Support INDIANAPOLIS PARKS FOUNDATION INC 3001 N WHITE RIVER PARKWAY W DR Indianapolis IN 46222 351860468 501(c)(3) 40000 General Support Million Meal Movement Inc 9250 CORPORATION DR 300 Indianapolis IN 46256 208533217 501(c)(3) 40000 General Support Mudsock Youth Athletics 12690 PROMISE RD Fishers IN 46038 351761615 501(c)(3) 11000 24220 Fair Market Value First Aid Kits General Support Shepherd's Center of Hamilton County 1250 CONNER STREET Noblesville IN 46060 311131854 501(c)(3) 12500 General Support Trinity Free Clinic 1045 W 146TH ST B Carmel IN 46032 352120420 501(c)(3) 7000 General Support 52 2 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds ALTHOUGH IU HEALTH DOES NOT MONITOR THE USE OF GRANT FUNDS ONCE DISTRIBUTED, THROUGH DUE DILIGENCE THE ORGANIZATION HAS REASONABLY CONFIRMED THAT THE ENTITIES TO WHICH THE CONTRIBUTIONS ARE MADE ARE HIGHLY REPUTABLE IN THE COMMUNITY AND USE THE FUNDS FOR THE PURPOSES INTENDED. X true true X X X X true true false false false false false true false DENNIS M MURPHY DIRECTOR/PRESIDENT & CEO 2100546 0 1822571 0 797127 0 939516 0 60701 0 5720461 0 446568 0 LARRY H STEVENS MD DIRECTOR 43500 486039 0 64815 0 102792 0 13800 0 30500 43500 697946 0 0 JENNIFER M ALVEY TREASURER/SVP & CFO 1155318 0 501519 0 164078 0 211251 0 60699 0 2092865 0 108078 0 ERIN R LEWIS Secretary/EVP/CAO & Gen. Counsel 945715 0 400117 0 119391 0 189043 0 51772 0 1706038 0 76329 0 PAUL M CALKINS MD FORMER KEY EMPLOYEE 276784 0 75758 0 3429 0 11833 0 40375 0 408179 0 0 0 MICHELLE A JANNEY RN FORMER KEY EMPLOYEE 45838 0 642893 0 0 0 1834 0 4125 0 694690 0 0 0 JASON H GILBERT RN EVP & CNE 629398 0 340758 0 2439 0 146457 0 58203 0 1177255 0 0 0 DAVID A INGRAM MD EVP & CME 0 895956 0 473130 0 146650 0 197990 0 30500 0 1744226 0 0 RYAN D NAGY MD PRESIDENT (AAHC) 0 771644 0 420130 0 213109 0 155784 0 23368 0 1584035 0 112500 GIL PERI President (Riley) 234103 0 235992 0 567325 0 13208 0 40868 0 1091496 0 0 0 RONALD L STIVER SVP System Healthcare Operations 767600 0 378209 0 380647 0 150495 0 63699 0 1740650 0 0 0 JEFFREY C BIRD MD PRESIDENT (ECR) 615805 0 259543 0 129780 0 123960 0 52357 0 1181445 0 103503 0 KENNETH D PUCKETT SVP - Enterprise Growth and Activation 631564 0 258569 0 110356 0 128220 0 66086 0 1194795 0 82802 0 JOSEPH MEYER SVP System Operations 499508 0 265240 0 646505 0 102253 0 30673 0 1544179 0 0 0 NICOLE PAULK SVP Chief Strategy Officer 725771 0 297946 0 5631 0 142320 0 54343 0 1226011 0 0 0 BRIAN T SHOCKNEY SVP System Regional Operations 858567 0 378478 0 93224 0 163560 0 62245 0 1556074 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments Tax gross ups were provided to one director/officer and two highest compensated employees, listed on IU Health's Form 990. The tax gross ups were treated as taxable compensation. Schedule J, Part I, Line 4a Severance or change-of-control payment Gil Peri received severance payments of $569,703. Joseph Meyer received severance payments of $592,400. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DENNIS M. MURPHY, JENNIFER M. ALVEY, RONALD L. STIVER, DAVID A. INGRAM, M.D., ERIN R. LEWIS, JOSEPH F. MEYER, RYAN D. NAGY, M.D., BRIAN T. SHOCKNEY, GIL PERI, KENNETH D. PUCKETT, JEFFREY C. BIRD, M.D., JASON H. GILBERT, R.N., AND MICHELLE A. JANNEY, R.N., 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 EXECUTIVES HAVE AN AMOUNT INCLUDED IN COLUMN B (III), OTHER REPORTABLE COMPENSATION, REPRESENTING THE CURRENT YEAR VESTED AMOUNTS RECEIVED UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: - DENNIS M. MURPHY: $776,247 - JENNIFER M. ALVEY: $158,657 - RONALD L. STIVER: $377.296 - DAVID INGRAM, M.D.: $141,019 - ERIN R. LEWIS: $116,040 - JOSEPH F. MEYER: $377,296 - RYAN D. NAGY, M.D.: $210,670 - BRIAN T. SHOCKNEY: $87,593 - KENNETH D. PUCKETT: $100,855 - JEFFREY C. BIRD M.D.: $114,573 DENNIS M. MURPHY HAS A RETENTION AGREEMENT WHICH WAS SIGNED IN 2019. THE ANTICIPATED VESTING AND PAYOUT DATE OF THE RETENTION BONUS IS 1/1/2025. 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. A INDIANA FINANCE AUTHORITY 351602316 45471AEN8 2016-05-05 107790000 SERIES 2011L AND M BONDS false false false B INDIANA FINANCE AUTHORITY 351602316 45471ANY4 2015-05-07 314416912 SERIES 2015A BONDS false false false C INDIANA FINANCE AUTHORITY 351602316 45471APJ5 2016-02-18 290611029 SERIES 2016A, B, AND C BONDS false false false D INDIANA FINANCE AUTHORITY 351602316 45470YEX5 2019-07-02 370318185 SERIES 2019A, B AND C BONDS false false false A 0 0 107790000 0 0 0 0 0 0 0 107790000 0 2016 true false true true B 0 0 314633314 0 0 0 2122523 0 0 0 312510791 0 2015 false true true true C 237150000 0 290611029 0 0 0 1641061 0 0 0 288969968 0 2016 true false true true D 102615000 0 371800326 0 0 0 1348373 0 0 256482141 113969813 0 2021 true false true true A false true true true true true 0.0 0.0 0.0 false false 0 false true B false true true true true true 0.0 0.0 0.0 false false 0 false true C false true true true true true 0.0 0.0 0.0 false false 0 false true D false true true true true true 0.0 0.0 0.0 false false 0 false true A false false true false true false 0 false false false 0 false false true B false false false true false false 0 false false false 0 false false true C false false true false true false 0 false false false 0 false false true D false false true false true false 0 false false false 0 false false true A true B true C true D true Schedule K, Part I Page 1, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE THE SERIES 2011L AND M BONDS WERE ISSUED ON MAY 25, 2011 IN ORDER TO PROVIDE FUNDING FOR THE NEW CONSTRUCTION OF BUILDINGS AND STRUCTURES AND THE PURCHASE OF EQUIPMENT. A 2016 REISSUANCE OF THE INDIANA FINANCE AUTHORITY HOSPITAL REVENUE BONDS, SERIES 2011L AND 2011M OCCURRED ON MAY 5, 2016, AND WAS TREATED AS A CURRENT REFUNDING OF SUCH BONDS. Schedule K, Part I Page 1, LINE B, COLUMN (F) - DESCRIPTION OF PURPOSE THE SERIES 2015A BONDS WERE ISSUED IN ORDER TO ADVANCE REFUND THE SERIES 2006A BONDS AS WELL AS TAXABLE BONDS, SERIES 2011J AND K, AND A TAXABLE BANK LOAN. THE SERIES 2006B BONDS WERE ISSUED ON JANUARY 24, 2006. THE SERIES 2011J AND K BONDS WERE ISSUED ON MAY 5, 2011. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. Schedule K, Part I Page 1, LINE C, COLUMN (F) - DESCRIPTION OF PURPOSE THE SERIES 2016A, B, AND C BONDS WERE ISSUED IN ORDER TO REFUND A PORTION OF THE SERIES 2006B BONDS. THE SERIES 2006B BONDS WERE ISSUED ON SEPTEMBER 14, 2006. Schedule K, Part I Page 1, LINE D, COLUMN (F) - DESCRIPTION OF PURPOSE A MULTIPURPOSE ELECTION WAS MADE WITH RESPECT TO THE 2019ABC BONDS. THE SERIES 2019A AND B BONDS WERE ISSUED ON JULY 2, 2019 IN ORDER TO PROVIDE FUNDING FOR THE NEW CONSTRUCTION OF BUILDINGS AND STRUCTURES. THE SERIES 2019C BONDS WERE ISSUED IN ORDER TO REFUND A PORTION OF THE SERIES 2011A, 2011B, 2011C, 2011D, 2011E, 2011H, and 2011I BONDS. THE SERIES 2019C BONDS MATURED ON DECEMBER 1, 2024. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS OF $1,482,141. Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE TOTAL PROCEEDS OF ISSUE DISCLOSED ON PART II, LINE 3 ARE SOMETIMES HIGHER THAN THE ISSUE PRICE DISCLOSED IN PART I DUE TO THE INVESTMENT EARNINGS ON THE BOND PROCEEDS: SCHEDULE K, PAGE 1, COLUMN C, SERIES 2015A BONDS: ISSUE PRICE: $314,416,912 EARNINGS: $216,402 TOTAL PROCEEDS: $314,633,314 SCHEDULE K, PAGE 1 (Cont'd), COLUMN A, SERIES 2019A, 2019B AND 2019C BONDS: ISSUE PRICE: $370,318,185 EARNINGS: $1,482,141 TOTAL PROCEEDS: $371,800,326 SCHEDULE K, PAGE 1 (Cont'd), COLUMN B, SERIES 2023A AND B BONDS: ISSUE PRICE: $754,029,354 EARNINGS: $15,333,615 TOTAL PROCEEDS: $769,362,969 Schedule K, Part III LINES 4, 5, AND 6 - P.B.U. PERCENTAGES IU HEALTH GENERALLY ONLY FINANCES A PORTION OF EACH PROJECT WITH TAX-EXEMPT BONDS. FUNDS OTHER THAN TAX-EXEMPT BONDS ARE SUFFICIENT TO COVER THE AMOUNT OF ANY PRIVATE BUSINESS USE. Schedule K, Part I Page 1, LINE E, COLUMN (F) - DESCRIPTION OF PURPOSE THE SERIES 2023A AND B BONDS WERE ISSUED FOR THE PURPOSE OF FINANCING THE COST OF CERTAIN HEALTH FACILITY PROPERTY, PAYING OFF A PORTION OF A TAXABLE LINE OF CREDIT THE PROCEEDS OF WHICH WERE USED TO REIMBURSE CERTAIN COSTS OF PROJECTS AT INDIANA UNIVERSITY HEALTH BLOOMINGTON HOSPITAL AND RILEY HOSPITAL FOR CHILDREN AT INDIANA UNIVERSITY HEALTH AND PAYING CAPITALIZED INTEREST ON THE NEW MONEY PORTION. Schedule K, Part IV, Line 2c COLUMN B Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/11/2016 A INDIANA FINANCE AUTHORITY 351602316 45470YFK2 2023-07-06 754029354 SERIES 2023A AND B BONDS false false false A 0 0 769362969 0 33425379 0 4023224 0 0 553831901 165000000 13082464 false true false true A false true true true true true 0.0 0.0 0.0 false false 0 false true A false true false false true false 0 false false false 0 false false true A true JILAINE STEVENS SPOUSE OF IUH, INC. DIRECTOR, LARRY STEVENS 67320 TOTAL TAXABLE AND NON-TAXABLE COMPENSATION FOR EMPLOYMENT IN THE NORMAL COURSE OF BUSINESS false Linda Thomas Sister of IUH, Inc. Director, Alicia Monroe 77489 TOTAL TAXABLE AND NON-TAXABLE COMPENSATION FOR EMPLOYMENT IN THE NORMAL COURSE OF BUSINESS false LINE J - WEB SITE HTTPS://IUHEALTH.ORG/ Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 526,305,817 including grants of $ 0)(Revenue $ 581,257,259) SHARED SERVICES REVENUE: AS THE PARENT OF THE INDIANA UNIVERSITY HEALTH SYSTEM, IU HEALTH FACILITATES EFFORTS AND SHARED SERVICES ON BEHALF OF AND FOR THE BENEFIT OF IU Health AND ITS AFFILIATES. CERTAIN COSTS RELATED TO PROVIDING THESE SHARED SERVICES ARE ALLOCATED OUT OR CHARGED TO THE AFFILIATES. FACILITATING THESE EFFORTS AND SERVICES ALLOWS IU Health AND ITS AFFILIATES TO BETTER CARRY OUT THEIR EXEMPT FUNCTIONS BY REDUCING COSTS, HAVING STANDARDIZED PRACTICES AND PROCEDURES, AND CREATING ECONOMIES OF SCALE. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 493,962,684 including grants of $ 0)(Revenue $ 545,537,188) PHARMACY SERVICES: Our network of pharmacies offers the ease of "one-stop" shopping. With services designed to meet your needs, we will provide expert care and help patients make the best use of their medications. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 53,070,152 including grants of $ 0)(Revenue $ 58,611,192) ALL OTHER PROGRAMS, SUCH AS RENT FROM RELATED 501(c)(3) ORGANIZATIONS, INCOME FROM PASS-THROUGH ENTITIES Form 990, Part VI, Line 2 FAMILY OR BUSINESS RELATIONSHIPS CERTAIN OFFICERS, DIRECTORS OR KEY EMPLOYEES OF INDIANA UNIVERSITY HEALTH, INC. (IU HEALTH) ALSO SERVE ON THE BOARDS OR AS OFFICERS OF RELATED OR UNRELATED FOR-PROFIT ORGANIZATIONS, AS NOTED BELOW. NO ADDITIONAL COMPENSATION WAS PROVIDED TO THESE INDIVIDUALS FOR THEIR SERVICE TO RELATED ORGANIZATIONS. Form 990, Part VI, Line 15 PROCESS FOR DETERMINING COMPENSATION IU HEALTH USES A THOROUGH PROCESS TO DETERMINE THE COMPENSATION OF ITS PRESIDENT AND CHIEF EXECUTIVE OFFICER, OTHER OFFICERS, AND KEY EMPLOYEES. THE PROCESS INCLUDES THE FOLLOWING: (1) THE BOARD OF DIRECTORS ("BOARD") HAS ESTABLISHED A TALENT MANAGEMENT AND EXECUTIVE COMPENSATION COMMITTEE ("TMECC"), THE PURPOSE OF WHICH INCLUDES REVIEWING AND MAKING RECOMMENDATIONS REGARDING EXECUTIVE PAY AND BENEFITS (COLLECTIVELY REFERRED TO AS "COMPENSATION") ON AN ANNUAL BASIS IN APRIL. THE TMECC IS MADE UP OF MEMBERS OF THE BOARD THAT ARE NEITHER PHYSICIANS NOR EMPLOYEES AND DO NOT OTHERWISE HAVE A CONFLICT OF INTEREST REGARDING ANY OF IU HEALTH'S COMPENSATION ARRANGEMENTS. THE TMECC REVIEWS AN EXECUTIVE'S ENTIRE COMPENSATION PACKAGE INCLUDING BASE SALARY, SHORT-TERM AND LONG-TERM INCENTIVES, HEALTH AND WELFARE BENEFITS, QUALIFIED AND NONQUALIFIED RETIREMENT PLANS, AS WELL AS ANY ADDITIONAL FRINGE BENEFITS. AS DEEMED APPROPRIATE, THE COMMITTEE ON FINANCE, WHICH IS ALSO MADE UP OF MEMBERS OF THE BOARD, MAY ALSO REVIEW EXECUTIVE COMPENSATION AND BENEFITS. (2) THE TMECC ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM ON AN ANNUAL BASIS TO CONDUCT A COMPENSATION ANALYSIS FOR ITS EXECUTIVE GROUP, WHICH CONSISTS OF EMPLOYEES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. THE CURRENT COMPENSATION ADVISOR IS SULLIVANCOTTER. SULLIVANCOTTER PERFORMS ITS ANALYSIS IN THE FORM OF A COMPENSATION SURVEY ("SURVEY") THAT INCLUDES RELEVANT COMPARABILITY DATA FOR COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH GOVERNMENTAL AND TAX EXEMPT) FOR FUNCTIONALLY COMPARABLE POSITIONS AS WELL AS THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA. SULLIVANCOTTER THEN PREPARES A SURVEY REPORT AND PROVIDES RECOMMENDATIONS TO THE TMECC, IF DEEMED APPROPRIATE, ON CHANGES IN EXECUTIVE COMPENSATION. A SEPARATE ANALYSIS USING THE SAME METHODOLOGY IS DONE FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. (3) THE TMECC THEN REVIEWS SULLIVANCOTTER'S REPORT AND RECOMMENDATIONS AND, IF APPROPRIATE, VOTES ON WHETHER TO RECOMMEND ANY CHANGES IN EXECUTIVE COMPENSATION TO THE BOARD. THE TMECC WILL ONLY RECOMMEND CHANGES TO THE BOARD IF THEY ARE CONSISTENT WITH THE BOARD'S PHILOSOPHY ON COMPENSATION MATTERS AND ARE DEEMED REASONABLE BASED UPON THE INDEPENDENT ANALYSIS PROVIDED BY SULLIVANCOTTER. THE TMECC'S REVIEW, DISCUSSION AND VOTE ARE DOCUMENTED IN THE MINUTES FOR THE MEETING. THERE ARE NO EXECUTIVES PRESENT DURING THE FINAL DISCUSSION AND APPROVAL. (4) THE BOARD THEN REVIEWS THE REPORT PREPARED BY SULLIVANCOTTER AS WELL AS THE RECOMMENDATIONS OF THE TMECC AS TO ANY CHANGES IN EXECUTIVE COMPENSATION. AS DEEMED APPROPRIATE, THE COMMITTEE ON FINANCE MAY ALSO PROVIDE ITS REVIEW OF THE TMECC'S RECOMMENDATIONS ON ANY CHANGES IN EXECUTIVE COMPENSATION. THIS REVIEW AND DISCUSSION ARE DOCUMENTED IN THE MINUTES. (5) THE BOARD THEN VOTES ON WHETHER TO ACCEPT THE TMECC'S RECOMMENDATIONS ON ANY CHANGES IN EXECUTIVE COMPENSATION. CHANGES IN EXECUTIVE COMPENSATION ARE MADE IF APPROVED BY THE TMECC AND BOARD ON AN ANNUAL BASIS, OR AS NECESSARY THROUGHOUT THE YEAR. THE DISCUSSION AND APPROVAL ARE DOCUMENTED IN THE MINUTES OF THE MEETING. THERE ARE NO EXECUTIVES PRESENT DURING THE FINAL DISCUSSION AND APPROVAL. IU HEALTH'S GENERAL COUNSEL ALSO PREPARES A FORMAL WRITTEN OPINION REVIEWING THE EXECUTIVE COMPENSATION APPROVAL PROCESS, COMPARING IT TO THE INTERMEDIATE SANCTIONS TEST OF IRC SECTION 4958. IF WARRANTED, IU HEALTH'S GENERAL COUNSEL MAY ALSO PROVIDE COMMENTS REGARDING THE EXECUTIVE COMPENSATION APPROVAL PROCESS AS IT RELATES TO MEETING THE REQUIREMENTS FOR A REBUTTABLE PRESUMPTION OF REASONABLENESS AS PROVIDED IN THE INTERMEDIATE SANCTIONS TEST. (6) AFTER THE END OF EACH YEAR, THE TMECC AND BOARD ALSO REVIEW THE ACHIEVEMENTS OF THE EXECUTIVE GROUP AS IT RELATES TO THE LONG-TERM AND SHORT-TERM SHARED AND INDIVIDUAL GOALS DEVELOPED BY THE EXECUTIVES AND THE BOARD. THESE ACHIEVEMENTS MAY ALSO BE REVIEWED WITH THE COMMITTEE ON FINANCE. THE BOARD, AT ITS DISCRETION, MAY APPROVE BONUS PAYMENTS BASED UPON THE ACHIEVEMENT OF THE GOALS. THE DISCUSSION AND VOTE OF THE TMECC AND BOARD IS DOCUMENTED IN THE MINUTES FOR EACH SUCH MEETING. THE BONUSES ARE NOT PAID UNTIL APPROVAL IS MADE BY THE BOARD. (7) THE TMECC AND AUDIT and compliance COMMITTEE ALSO REVIEW FORM 990 DISCLOSURES RELATED TO EXECUTIVE COMPENSATION AS WELL AS THE ORGANIZATION'S PRACTICES AND APPROVAL PROCESSES PRIOR TO THE FILING OF THE FORM 990 RETURN WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons IUH ASSURANCE SPC, LTD. JENNIFER ALVEY, MICHELLE JANNEY, ERIN LEWIS - Business relationship, IU HEALTH RISK RETENTION GROUP, INC. JENNIFER ALVEY, MICHELLE JANNEY, ERIN LEWIS - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders THERE SHALL BE TWO CLASSES OF MEMBERS OF THE CORPORATION. ONE CLASS, KNOWN AS THE UNIVERSITY CLASS, SHALL CONSIST OF THOSE PERSONS SERVING FROM TIME TO TIME AS THE TRUSTEES OF INDIANA UNIVERSITY. THE OTHER CLASS, KNOWN AS THE METHODIST CLASS, SHALL CONSIST OF THE MEMBERS OF THE METHODIST HEALTH GROUP, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body EXCEPT AS OTHERWISE PROVIDED IN THE ARTICLES OR BYLAWS, EACH CLASS OF MEMBERS SHALL BE ENTITLED TO ONE (1) VOTE UPON EACH QUESTION WHICH PROPERLY COMES BEFORE A MEETING OF THE MEMBERS. UNLESS OTHERWISE SPECIFIED BY LAW OR THE TRUSTEES OF INDIANA UNIVERSITY, THE VOTE OF THE UNIVERSITY CLASS SHALL BE DETERMINED BY A MAJORITY VOTE OF THE CONSTITUENTS OF THE UNIVERSITY CLASS WHO ARE PRESENT AT A MEETING AT WHICH A QUORUM IS PRESENT AND A QUORUM SHALL CONSIST OF A MAJORITY OF THE CONSTITUENTS OF THE UNIVERSITY CLASS. THE VOTE OF THE METHODIST CLASS SHALL BE DETERMINED BY A TWO-THIRDS (2/3) MAJORITY OF THE MEMBERS OF THE METHODIST HEALTH GROUP, INC. OR OTHERWISE AS SET FORTH FROM TIME TO TIME IN THE CONSTITUENT INSTRUMENTS OF THE METHODIST HEALTH GROUP, INC. BOTH MEMBER CLASSES MAY TAKE ACTION WITHOUT A MEETING IF A CONSENT IN WRITING SETTING FORTH THE ACTION SO TAKEN SHALL BE APPROVED BY AT LEAST EIGHTY (80) PERCENT OF THE CONSTITUENTS OF THE RESPECTIVE MEMBER CLASS OR SUCH GREATER PERCENTAGE AS THAT MEMBER CLASS DETERMINES TO BE NECESSARY FOR APPROVAL OF AN ACTION WITHOUT A MEETING. The Corporation shall, as specified in the Articles, have fifteen (15) Directors. WITH REGARD TO THE APPOINTMENT OF THE BOARD OF DIRECTORS OF THE CORPORATION, THE DIRECTORS, EACH OF WHOM SHALL HAVE ONE VOTE, WILL BE SELECTED AS FOLLOWS: (A) EIGHT (8) AT-LARGE DIRECTORS SHALL BE JOINTLY ELECTED BY THE AFFIRMATIVE VOTE OF BOTH MEMBER CLASSES (THE "AT-LARGE DIRECTORS"). (B) TWO (2) DIRECTORS SHALL BE APPOINTED BY THE METHODIST CLASS. (C) THE PRESIDENT OF INDIANA UNIVERSITY, THE DEAN OF INDIANA UNIVERSITY SCHOOL OF MEDICINE (THE "DEAN"), AND THE CHAIR OF THE IU BOARD OF TRUSTEES OR ANOTHER IU TRUSTEE DESIGNATED BY THE CHAIR OF THE BOARD OF TRUSTEES, SHALL EACH BE A STANDING DIRECTOR OF THE UNIVERSITY CLASS, REFERRED TO COLLECTIVELY AS "UNIVERSITY STANDING DIRECTORS". (D) THE BISHOP OF THE INDIANA AREA OF THE UNITED METHODIST CHURCH (THE "BISHOP") SHALL BE AN EX OFFICIO DIRECTOR. IF THE BISHOP DETERMINES THAT HE/SHE IS UNABLE TO SERVE AS DIRECTOR FOR AN UPCOMING YEAR, THE BISHOP MAY NAME A DESIGNEE TO SERVE AS A DIRECTOR BY PROVIDING NOTIFICATION OF SUCH DESIGNEE TO THE CORPORATION AT OR BEFORE THE ANNUAL MEETING OF THE CORPORATION. DIRECTORS NAMED IN (B) AND (D) ABOVE ARE REFERRED TO COLLECTIVELY HAS "METHODIST STANDING DIRECTORS. " (E) THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION (THE "PRESIDENT") SHALL BE AN EX OFFICIO DIRECTOR. NO MORE THAN TWENTY PERCENT (20%) OF THE DIRECTORS SHALL BE PHYSICIANS WHO ARE PROVIDING PROFESSIONAL SERVICES TO THE CORPORATION. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders NOTWITHSTANDING ANY OTHER PROVISIONS OF THE ARTICLES OF INCORPORATION, THE FOLLOWING MATTERS REQUIRE THE APPROVAL OF THE UNIVERSITY CLASS PRIOR TO IMPLEMENTATION: (A) ANY SALE, LEASE, TRANSFER OR OTHER ALIENATION OF THE INDIANA UNIVERSITY HOSPITALS REAL PROPERTY, AS DEFINED IN THE DEFINITIVE AGREEMENT, INCLUDING ANY ASSIGNMENT OF THE UNIVERSITY HOSPITALS LEASE BY AND BETWEEN THE TRUSTEES OF INDIANA UNIVERSITY AND THE CORPORATION, EXCEPT AS OTHERWISE AUTHORIZED BY RESOLUTION OR AGREEMENT OF THE TRUSTEES OF INDIANA UNIVERSITY. (B) ANY PROPOSAL BY THE CORPORATION WHICH CONFLICTS WITH THE FOLLOWING PRINCIPLE: THE CORPORATION WILL CONTINUE TO MAKE ALL PATIENTS AVAILABLE FOR MEDICAL EDUCATION UNLESS OTHERWISE REQUESTED BY THE PATIENT OR HIS/HER FAMILY, AS THE MAJOR CLINICAL TEACHING RESOURCE FOR THE INDIANA UNIVERSITY SCHOOL OF MEDICINE. (C) ANY CHANGE IN THE FORMULA USED TO CALCULATE THE AMOUNT OF SUPPORT PROVIDED TO THE INDIANA UNIVERSITY SCHOOL OF MEDICINE, AS REFERENCED IN THE ARTICLES OF INCORPORATION. (D) ANY PROPOSED ACTION REGARDING THE OPERATION OF INDIANA UNIVERSITY HOSPITALS, INCLUDING THE JAMES WHITCOMB RILEY HOSPITAL FOR CHILDREN, WHICH WOULD CONFLICT WITH OR BE CONTRARY TO THE REQUIREMENTS SET FORTH IN THE TRUSTEES RESOLUTIONS. (E) ANY SALE OR OTHER ALIENATION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR OPERATIONS OF THE CORPORATION, AND ANY MERGER, CONSOLIDATION, CHANGE OF VOTING CONTROL OR OTHER REORGANIZATION OF THE CORPORATION. (F) AMENDMENT, ALTERATION OR REPEAL OF THE ARTICLES OF INCORPORATION (G) ANY DISSOLUTION OF THE CORPORATION, EXCEPT AS OTHERWISE REQUIRED BY LAW. (H) ANY REVISION TO, OR MODIFICATION OR REVOCATION OF THE CORE VALUES. (I) ANY TRANSFER OF THE MEMBERSHIP OF EITHER OF THE MEMBER CLASSES. (J) ANY AMENDMENT TO THE DEFINITIVE AGREEMENT. NOTWITHSTANDING ANY OTHER PROVISIONS OF THE ARTICLES OF INCORPORATION, THE FOLLOWING MATTERS REQUIRE THE APPROVAL OF THE METHODIST CLASS PRIOR TO IMPLEMENTATION: (A) ANY SALE OR OTHER ALIENATION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR OPERATIONS OF THE CORPORATION, AND ANY MERGER, CONSOLIDATION, CHANGE OF VOTING CONTROL, OR OTHER REORGANIZATION OF THE CORPORATION. (B) AMENDMENT, ALTERATION OR REPEAL OF THE ARTICLES OF INCORPORATION. (C) ANY DISSOLUTION OF THE CORPORATION, EXCEPT AS OTHERWISE REQUIRED BY LAW. (D) ANY REVISIONS TO, OR MODIFICATIONS OR REVOCATION OF THE CORE VALUES. (E) ANY TRANSFER OF THE MEMBERSHIP OF EITHER OF THE MEMBER CLASSES. (F) ANY AMENDMENT TO THE DEFINITIVE AGREEMENT. Form 990, Part VI, Line 11b Review of form 990 by governing body A THOROUGH PROCESS WAS USED BY IU HEALTH TO REVIEW THE FORM 990 AND RELATED SCHEDULES PRIOR TO ITS FILING. THE BOARD OF DIRECTORS' COMMITTEE ON VALUES, ETHICS, SOCIAL RESPONSIBILITY, AND PASTORAL SERVICES REVIEWED THE FOLLOWING SECTION OF THE FORM 990: 1. SCHEDULE H - HOSPITALS THE BOARD OF DIRECTORS' COMMITTEE ON Talent Management and Executive Compensation REVIEWED THE FOLLOWING SECTIONS OF THE FORM 990 1. PART VI - GOVERNANCE, MANAGEMENT, AND DISCLOSURE 2. PART VII - COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND INDEPENDENT CONTRACTORS 3. SCHEDULE J - COMPENSATION INFORMATION THE BOARD OF DIRECTORS' AUDIT and compliance COMMITTEE WAS ALSO PROVIDED WITH A COMPLETE COPY OF THE FORM 990 AND RELATED SCHEDULES TO REVIEW. AFTER THE REVIEW FROM THE AFOREMENTIONED COMMITTEES, A COMPLETE COPY OF THE FORM 990 AND RELATED SCHEDULES WAS MADE AVAILABLE TO EACH BOARD MEMBER ON A SECURE INTRANET SITE. EACH MEMBER WAS ALSO INFORMED OF THE AVAILABILITY OF THE TAX DEPARTMENT TO ANSWER ANY QUESTIONS. Form 990, Part VI, Line 12c Conflict of interest policy ALL IU HEALTH EMPLOYEES, ASSOCIATES, COLLEAGUES AND CONTRACTED PERSONNEL, INCLUDING EMPLOYED PHYSICIANS AND PAID MEDICAL DIRECTORS ("IU HEALTH REPRESENTATIVES") ARE COVERED BY AND SUBJECT TO ITS CONFLICT OF INTEREST POLICY. IU HEALTH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH THE FOLLOWING PROCEDURES: (A) ON AN ANNUAL BASIS, EACH IU HEALTH REPRESENTATIVE AT THE LEVEL OF MANAGER OR ABOVE, TOGETHER WITH EVERY OTHER PERSON DESIGNATED BY THE CORPORATE COMPLIANCE DEPARTMENT ("DEPARTMENT"), MUST COMPLETE, SIGN AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE ("QUESTIONNAIRE") TO THE DEPARTMENT. GOVERNING BOARD MEMBERS, COMMITTEE MEMBERS, CORPORATE OFFICERS, MEDICAL STAFF AND RESEARCHERS MUST COMPLY WITH THE ADMINISTRATIVE REQUIREMENTS NOTED IN THE RESPECTIVE POLICIES AND PROCEDURES RELATIVE TO THOSE AREAS. (B) AN IU HEALTH REPRESENTATIVE MUST SUPPLEMENT A QUESTIONNAIRE IN WRITING, IF AFTER COMPLETION OF THE ORIGINAL QUESTIONNAIRE, A SITUATION ARISES, OR MAY REASONABLY BE EXPECTED TO ARISE, THAT WOULD CHANGE ANY ANSWER OR INFORMATION ON THE ORIGINAL QUESTIONNAIRE IF THE SITUATION HAD EXISTED OR BEEN ANTICIPATED AT THE TIME OF COMPLETION OF THE ORIGINAL QUESTIONNAIRE. (C) IF A FULLY AND PROPERLY COMPLETED QUESTIONNAIRE REVEALS FACTS OR OTHER INFORMATION THAT MIGHT REASONABLY INDICATE A CONFLICT OF INTEREST OR VIOLATION OF THE POLICY, THE IU HEALTH REPRESENTATIVE COMPLETING THE QUESTIONNAIRE MUST SECURE APPROVAL BY HIS/HER SUPERVISOR, EVIDENCED IN WRITING. (D) THE DEPARTMENT WILL REVIEW EACH QUESTIONNAIRE AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, WHETHER AND HOW IT SHOULD OR MAY BE ELIMINATED, AVOIDED OR MANAGED IN ORDER TO COMPLY WITH THE SPIRIT OF THE POLICY AND WITH THE BEST INTERESTS OF IU HEALTH AND ITS PATIENTS. IN MAKING THE DETERMINATION, THE CORPORATE COMPLIANCE DEPARTMENT MAY CONSULT WITH THE IU HEALTH REPRESENTATIVE'S SUPERVISOR AND OTHER APPROPRIATE INDIVIDUALS AND GROUPS. (E) THE SCOPE OF THE POLICY IS NOT LIMITED TO THOSE WHO ARE REQUIRED TO COMPLETE QUESTIONNAIRES. IF AN IU HEALTH REPRESENTATIVE IS INVOLVED IN A SITUATION OR RELATIONSHIP THAT WOULD CONSTITUTE A VIOLATION OF THE POLICY IN THE ABSENCE OF DISCLOSURE AND APPROVAL AS DESCRIBED ABOVE, THEN THE IU HEALTH REPRESENTATIVE MUST DISCLOSE THE MATTER TO HIS/HER SUPERVISOR, SECURE HIS/HER SUPERVISOR'S APPROVAL IN WRITING, AND DISCLOSE THE MATTER TO THE DEPARTMENT. OTHERWISE, THE IU HEALTH REPRESENTATIVE IS IN VIOLATION OF THE POLICY AND SUBJECT TO CORRECTIVE ACTION, UP TO AND INCLUDING TERMINATION. (F) THE CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH ONSITE COMPLIANCE PERSONNEL, MAY FROM TIME TO TIME APPOINT STANDING OR AD HOC COMMITTEES TO ASSIST IN RESOLVING ISSUES THAT ARISE UNDER PROVISIONS OF THE POLICY. Form 990, Part VI, Line 19 Required documents available to the public IU HEALTH'S ARTICLES OF INCORPORATION ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH THE INDIANA SECRETARY OF STATE'S WEBSITE. IU HEALTH'S CONFLICT OF INTEREST PROCEDURES ARE DISCLOSED ON FORM 990, SCHEDULE O. IU HEALTH'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH ITS BOND FILINGS AND AS AN ATTACHMENT TO THE FORM 990. Form 990, Part VII, Section B, Line 1 COMP OF FIVE HIGHEST PAID IND. CON WILHELM-GILBANE, A JOINT VENTURE, Weddle Bros Building Group, LLC, Garmong Construction Svcs, AND MESSER CONSTRUCTION INCLUDES GOODS AND SERVICES ASSOCIATED WITH VARIOUS CONSTRUCTION PROJECTS. THESE WERE NOT EASILY SEPARATED FOR REPORTING ON FORM 990. THE AMOUNTS BEING REPORTED INCLUDE BOTH GOODS AND SERVICES PAID. Form 990, Part VIII, Line 2f Other Program Service Revenue Rent from Related 501(c)(3) Orgs - Total Revenue: 32104481, Related or Exempt Function Revenue: 32104481, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Income (Loss) from Pass-Through Entities - Total Revenue: 21445631, Related or Exempt Function Revenue: 3866809, Unrelated Business Revenue: 17578822, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Clinical Research - Total Revenue: 2490315, Related or Exempt Function Revenue: 2490315, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Cafeteria/Food Service - Total Revenue: 210968, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 210968; All Other - Total Revenue: 58121819, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 58121819; Form 990, Part IX, Line 11g Other Fees Contract services - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 6772626, Fundraising Expenses: ; IC Exp - Fully supported - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 7776246, Fundraising Expenses: ; IC Exp - Physician Patient Care - Total Expense: 32913796, Program Service Expense: 32913796, Management and General Expenses: 0, Fundraising Expenses: ; Fees - Professional services - Total Expense: 43549863, Program Service Expense: 41462628, Management and General Expenses: 2087235, Fundraising Expenses: ; IC Exp - Direct Support - Total Expense: 30710475, Program Service Expense: 29238599, Management and General Expenses: 1471876, Fundraising Expenses: ; Consulting - Other - Total Expense: 88111502, Program Service Expense: 83888541, Management and General Expenses: 4222961, Fundraising Expenses: ; IC Exp - Med Dir Fee - Total Expense: 13314336, Program Service Expense: 12676213, Management and General Expenses: 638123, Fundraising Expenses: ; Other Fees - Total Expense: 43768321, Program Service Expense: 41670617, Management and General Expenses: 2097704, Fundraising Expenses: ; Physician Fees - Total Expense: 4190369, Program Service Expense: 3989535, Management and General Expenses: 200834, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances MARK-TO-MARKET ON INTEREST RATE SWAPS - 10336939; Net Asset Transfers from Debt Settlements - Related Entities - -XXX-XX-XXXX; Change in Donated Property - 869405; Purchase of Additional Membership Interest in Controlled Entity - -539000; Net Asset Changes due to Mergers, Dissolutions - 32128516; Rounding - 1; Total - -526006458; 1402 CAPITOL PARTNERS LLC 950 N Meridian St Ste 800 Indianapolis IN 46204 834187736 REAL ESTATE IN 0 0 IUH 1234 CAPITOL PARTNERS LLC 950 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