Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
INDIANA UNIVERSITY HEALTH CARE ASSOC INC
 
Doing Business As
IU HEALTH PHYSICIANS
 
Number and street (or P.O. box if mail is not delivered to street address)
950 N MERIDIAN STREET SUITE 800
 
Room/suite
City or town, state or country, and ZIP + 4
INDIANAPOLIS, IN46204
D Employer identification number

35-1747218
E Telephone number

G Gross receipts $ 227,722,775
F Name and address of principal officer:
JOHN F FITZGERALD MD
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.IUHEALTH.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1987
M State of legal domicile: IN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Deliver preeminent medical care and services to our patients and communities through outstanding and innovative medical leadership and practice, while supporting excellence in education and research.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 4
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 1,699
6 Total number of volunteers (estimate if necessary) .... 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 263,509
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 20,514
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 60,461,533 221,550,563
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,287,594 428,549
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 893,086 3,562,147
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 62,642,213 225,541,259
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 1,700
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 16,669,676 163,847,263
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 47,800,740 101,059,936
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 64,470,416 264,908,899
19 Revenue less expenses. Subtract line 18 from line 12...... -1,828,203 -39,367,640
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 20,056,471 44,633,241
21 Total liabilities (Part X, line 26)............ 16,189,826 82,003,273
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 3,866,645 -37,370,032
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: Deliver preeminent medical care and services to our patients and communities through outstanding and innovative medical leadership and practice, while supporting excellence in education and research.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 236,041,874 including grants of $ 1,700 ) (Revenue $ 221,550,563 )
Indiana University Health Care Associates, Inc. d/b/a IU Health Physicians brings together Indiana University School of Medicine faculty physicians, IU Health-affiliated physicians and private practice physicians to form the fastest growing, most complete multi-specialty practice group in Indiana. This unique partnership gives our highly skilled physicians access to innovative treatments using the latest research and technology. Indiana University Health Care Associates, Inc. provides services without regard to the patient's ability to pay and serves many Medicare and Medicaid patients.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 236,041,874
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? ........
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
128
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
1,699
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
13
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
4
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
Yes
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IN
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
CARA BREIDSTER
950 N MERIDIAN ST SUITE 800
INDIANAPOLIS,IN46202
(317) 962-4597
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) HERBERT E CUSHING MD
SECRETARY/DIRECTOR/MED. DIR.
 15.0 X   X       130,278 84,000 10,452
(2) ARTHUR C COFFEY MD
TREASURER/DIRECTOR
 2.0 X   X       0 631,892 45,651
(3) RICHARD F GRAFFIS MD
CHAIRMAN
 2.0 X           0 1,284,703 37,808
(4) ERIC S WILLIAMS MD
V. CHAIRMAN/SERVICE LINE CHIEF
 55.0 X           24,570 250,969 845
(5) DAVID W CRABB MD
DIRECTOR
 2.0 X           0 0 0
(6) CHARLES SHUFFLEBARGER MD
DIRECTOR/SERVICE LINE CHIEF
 55.0 X           312,590 0 57,625
(7) LARRY H STEVENS MD
DIRECTOR
 2.0 X           0 0 0
(8) ABIGAIL F KLEMSZ MD
DIRECTOR
 2.0 X           0 0 0
(9) MARVIN G PEMBER
DIRECTOR
 2.0 X           0 864,639 516,323
(10) SAMUEL L ODLE
DIRECTOR
 2.0 X           0 883,525 390,195
(11) MICHAEL NIEMEIER MD
DIRECTOR/SERVICE LINE CHIEF
 55.0 X           224,879 218,016 52,773
(12) KEITH D LILLEMOE MD
DIRECTOR
 2.0 X           0 0 0
(13) MICHAEL O KOCH MD
DIR. (1/1-11/1)/SER. LN. CHIEF
 55.0 X           113,887 0 3,892
(14) D WADE CLAPP MD
DIRECTOR (11/1 - 12/31)
 2.0 X           0 0 0
(15) JOHN F FITZGERALD MD
PRESIDENT & CEO
 55.0     X       447,797 0 91,354
(16) CAROL D KARP
CFO
 55.0     X       204,907 0 40,230
(17) KIMBERLEE C SHERBROOKE
COO
 55.0       X     288,706 0 22,805
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) JAMES E LINGEMAN MD
STAFF PHYSICIAN
 55.0         X   741,969 26,500 46,352
(19) LARRY C MUNCH MD
STAFF PHYSICIAN
 55.0         X   575,424 0 30,722
(20) LOUIS F STAR MD
STAFF PHYSICIAN
 55.0         X   520,663 0 44,584
(21) RYAN T OVERMAN MD
STAFF PHYSICIAN
 55.0         X   494,909 0 14,336
(22) RONALD E STEELE MD
STAFF PHYSICIAN
 55.0         X   493,366 0 37,084
















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 4,573,945 4,244,244 1,443,031
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet366
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
INDIANA UNIVERSITY
545 BARNHILL DRIVE
INDIANAPOLIS,IN46202 		MEDICAL SERVICES 3,328,164
PER-SE TECHNOLOGIES
PO BOX 403421
ATLANTA,GA30384 		BILLING SERVICES 1,033,022
IU MEDICAL GROUP PRIMARY CARE
8910 PURDUE ROAD SUITE 500
INDIANAPOLIS,IN46268 		MEDICAL SERVICES 313,030
COMPHEALTH MEDICAL STAFFING
PO BOX 972651
DALLAS,TX75397 		TEMPORARY STAFFING 305,135
HEALTHCARE STAFFING
FILE 54318
LOS ANGELES,CA900744318 		TEMPORARY STAFFING 274,812
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet23
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 0
Program Service Revenue Business Code
2a NET PATIENT SERVICES REVENUE 621,111 154,092,810 154,092,810 0  
b SHARED PROFESSIONAL FEES 900,099 65,414,750 65,414,750 0  
c MANAGEMENT FEES 900,099 1,581,474 1,317,965 263,509  
d CLINICAL RESEARCH REVENUE 900,099 227,424 227,424 0  
e MEDICAL DIRECTOR FEES 900,099 234,105 234,105 0  
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 221,550,563
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 428,549     428,549
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents 2,190,912  
b Less: rental expenses 2,181,516  
c Rental income or (loss) 9,396  
d Net rental income or (loss).......MediumBullet 9,396     9,396
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet 0      
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a OTHER REVENUE 900,099 3,552,751 0 0 3,552,751
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 3,552,751
12 Total revenue. See Instructions....MediumBullet 225,541,259 221,287,054 263,509 3,990,696
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 1,700 1,700
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 1,973,450 1,792,157 181,293  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 134,736,675 122,540,231 12,196,444  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 7,695,700 6,413,957 1,281,743  
9 Other employee benefits ....... 12,473,351 10,621,051 1,852,300  
10 Payroll taxes ........... 6,968,087 6,128,532 839,555  
11 Fees for services (non-employees):        
a Management ...... 397,060   397,060  
b Legal ......... 134,007   134,007  
c Accounting ........... 162,956   162,956  
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 51,724,038 45,401,375 6,322,663  
12 Advertising and promotion .... 164,202   164,202  
13 Office expenses ....... 3,854,890 3,117,944 736,946  
14 Information technology ...... 1,549,492 776,217 773,275  
15 Royalties .. 0      
16 Occupancy ........... 8,565,829 8,128,493 437,336  
17 Travel ............ 114,955 114,955    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 17,849 16,276 1,573  
20 Interest ........... 135,224   135,224  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 1,175,218 917,394 257,824  
23 Insurance .............. 2,595,505 2,489,086 106,419  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a DRUGS AND MEDICAL SUPPLIES 6,451,220 6,451,220    
b BAD DEBT 17,634,562 17,634,562    
c BILLING FEES 4,990,252 3,100,326 1,889,926  
d ALL OTHER EXPENSES 1,392,677 396,398 996,279  
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 264,908,899 236,041,874 28,867,025 0
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 600 1 9,895
2 Savings and temporary cash investments ....... 3,654,192 2 7,451,900
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net ......... 8,052,724 4 27,117,490
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 707,765 7 369,558
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 1,229,533 9 2,102,835
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 11,741,975
b Less: accumulated depreciation. ..... 10b 5,260,009 4,322,647 10c 6,481,966
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 .. 371,352 13 188,318
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 1,717,658 15 911,279
16 Total assets. Add lines 1 through 15 (must equal line 34)... 20,056,471 16 44,633,241
Liabilities 17 Accounts payable and accrued expenses . 8,660,809 17 27,773,695
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 7,529,017 25 54,229,578
26 Total liabilities. Add lines 17 through 25..... 16,189,826 26 82,003,273
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 3,866,645 27 -37,370,032
28 Temporarily restricted net assets .....   28  
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 3,866,645 33 -37,370,032
34 Total liabilities and net assets/fund balances ..... 20,056,471 34 44,633,241
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
225,541,259
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
264,908,899
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
-39,367,640
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
3,866,645
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
-1,869,037
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
-37,370,032
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
 
No
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
 
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH CARE ASSOC INC
 
Employer identification number

35-1747218
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 5,434,781 5,726,916 3,040,342 0 0 14,202,039
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 57,088,517 28,583,649 21,794,831 60,461,533 217,100,267 385,028,797
3 Gross receipts from activities that are not an unrelated trade or business under section 513.. 469,888 414,151 137,893 864,798 7,739,538 9,626,268
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5. 62,993,186 34,724,716 24,973,066 61,326,331 224,839,805 408,857,104
7a Amounts included on lines 1, 2, and 3 received from disqualified persons... 0 0 0 0 0 0
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. 0 0 0 3,093,972 27,666,033 30,760,005
c Add lines 7a and 7b.. 0 0 0 3,093,972 27,666,033 30,760,005
8 Public Support (Subtract line 7c from line 6.)           378,097,099
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6... 62,993,186 34,724,716 24,973,066 61,326,331 224,839,805 408,857,104
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 673,899 487,287 1,087,676 3,817,378 2,619,461 8,685,701
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.         17,437 17,437
c Add lines 10a and 10b. 673,899 487,287 1,087,676 3,817,378 2,636,898 8,703,138
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.). 63,667,085 35,212,003 26,060,742 65,143,709 227,476,703 417,560,242
14
Section C. Computation of Public Support Percentage
15
15
90.549 %
16
16
96.607 %
Section D. Computation of Investment Income Percentage
17
17
2.084 %
18
18
2.611 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH CARE ASSOC INC
 
Employer identification number

35-1747218
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance ....      
b Contributions ........      
c Investment earnings or losses ...      
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ......      
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet  
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   3,432,092 774,328 2,657,764
d Equipment ................   7,522,363 4,438,920 3,083,443
e Other .................   787,520 46,761 740,759
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 6,481,966
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
DUE TO INDIANA UNIVERSITY HEALTH 46,081,163
PROGRAM BENEFIT OBLIGATION 7,977,721
CAPITAL LEASE OBLIGATIONS 170,694






Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 54,229,578
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH CARE ASSOC INC
 
Employer identification number

35-1747218
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) JOHN F FITZGERALD MD (i)
(ii)		 388,217
0 		37,869
0 		21,711
0 		90,148
0 		1,206
0 		539,151
0 		0
0
(2) CAROL D KARP (i)
(ii)		 173,506
0 		15,840
0 		15,561
0 		17,880
0 		22,350
0 		245,137
0 		0
0
(3) HERBERT E CUSHING MD (i)
(ii)		 108,209
84,000 		0
0 		22,069
0 		9,868
0 		584
0 		140,730
84,000 		0
0
(4) ARTHUR C COFFEY MD (i)
(ii)		 0
567,592 		0
46,990 		0
17,310 		0
20,652 		0
24,999 		0
677,543 		0
0
(5) RICHARD F GRAFFIS MD (i)
(ii)		 0
467,561 		0
185,997 		0
631,145 		0
20,652 		0
17,156 		0
1,322,511 		0
448,990
(6) ERIC S WILLIAMS MD (i)
(ii)		 24,390
250,969 		0
0 		180
0 		733
0 		112
0 		25,415
250,969 		0
0
(7) CHARLES SHUFFLEBARGER MD (i)
(ii)		 297,851
0 		13,593
0 		1,146
0 		55,972
0 		1,653
0 		370,215
0 		0
0
(8) MARVIN G PEMBER (i)
(ii)		 0
593,770 		0
222,745 		0
48,124 		0
491,577 		0
24,746 		0
1,380,962 		0
0
(9) SAMUEL L ODLE (i)
(ii)		 0
595,667 		0
222,722 		0
65,136 		0
366,446 		0
23,749 		0
1,273,720 		0
0
(10) MICHAEL NIEMEIER MD (i)
(ii)		 214,136
207,310 		0
3,607 		10,743
7,099 		19,668
9,761 		13,640
9,704 		258,187
237,481 		0
0
(11) KIMBERLEE C SHERBROOKE (i)
(ii)		 252,904
0 		24,752
0 		11,050
0 		21,296
0 		1,509
0 		311,511
0 		0
0
(12) JAMES E LINGEMAN MD (i)
(ii)		 722,697
26,500 		0
0 		19,272
0 		21,296
0 		25,056
0 		788,321
26,500 		0
0
(13) LARRY C MUNCH MD (i)
(ii)		 557,958
0 		0
0 		17,466
0 		21,296
0 		9,426
0 		606,146
0 		0
0
(14) LOUIS F STAR MD (i)
(ii)		 518,857
0 		0
0 		1,806
0 		21,296
0 		23,288
0 		565,247
0 		0
0
(15) RYAN T OVERMAN MD (i)
(ii)		 494,107
0 		500
0 		302
0 		12,977
0 		1,359
0 		509,245
0 		0
0
(16) RONALD E STEELE MD (i)
(ii)		 475,532
0 		0
0 		17,834
0 		21,296
0 		15,788
0 		530,450
0 		0
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule J, Part I Line 4B Marvin G. Pember, Richard F. Graffis, M.D., Samuel L. Odle, and John F. Fitzgerald, M.D. participate in an Indiana University Health, Inc., a tax exempt affiliate, supplemental retiremeent plan and Charles Shufflebarger, M.D. participates in an Indiana University Health Care Associates, Inc., a tax-exempt affiliate, supplemental retirement plan, provisions of which are designed to retain these critical employees. These plans provide 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. With the exception of Richard F. Graffis, M.D., each of these executives has an amount included in column c, deferred compensation, representing the current year increase in the accrued benefit and/or current year contributions. No amount was actually paid to these executives during the year. For Richard F. Graffis, M.D., $561,339 is included in column b(iii), other reportable compensation, representing the amount received under his vested supplemental executive retirement plan.
Schedule J, Part I Line 7 - Non-fixed Payments Amounts disclosed in Column B(ii) include a long-term and short-term incentive for certain executives and short-term incentive for other employees. 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.
Schedule J, Other Other Compensation Information Indiana Unversity Health Care Associates, Inc. reimburses Indiana University, Inc. for a portion of Herbert E. Cushing's salary and benefits. The amounts reported in column B include the reimbursement amount paid to Indina University, Inc. Indiana Unversity Health, Inc. reimburses Indiana University, Inc. for a portion of Eric William's salary and benefits. The amounts reported in column B include the reimbursement amount paid to Indina University, Inc.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH CARE ASSOC INC
 
Employer identification number

35-1747218
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) CLARIAN HEALTH NORTH LLC SEE PART V 2,384,703 SEE PART V   No
(2) CLARIAN HEALTH WEST LLC SEE PART V 1,855,838 SEE PART V   No
(3) CLARIAN HEALTH RISK RETENTION GROUP SEE PART V 3,517,582 SEE PART V   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L, Part IV Business Transactions Involving Interested Persons Samuel L. Odle and Larry H. Stevens, M.D. serve on the board of directors of Clarian Health North, LLC. Indiana University Health Care Associates, Inc. rents space from Clarian Health North, LLC and pays for such services on an arm's length basis. Additionally, Indiana University Health Care Associates, Inc. provides medical services to Clarian Health North, LLC and is compensated for such services on an arm's length basis. Marvin G. Pember, Samuel L. Odle, and Michael Niemeier, M.D. serve on the board of directors of Clarian Health West, LLC. Additionally, Marvin G. Pember is an officer of Clarian Health West, LLC. Indiana University Health Care Associates, Inc. provides medical services to Clarian Health West, LLC and is compensated for such services on an arm's length basis. Marvin G. Pember, John Fitzgerald, M.D. and Charles Shufflebarger, M.D. serve on the board of directors of Clarian Health Risk Retention Group, Inc. Indiana University Health Care Associates, Inc. purchases insurance coverage from Clarian Health Risk Retention Group, Inc. on an arm's length basis.
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH CARE ASSOC INC
 
Employer identification number

35-1747218
Identifier Return Reference Explanation
Part VI, Section A - Governing Body and Management Line 2 - Family or Business Relationships Samuel L. Odle and Larry H. Stevens, M.D. serve on the board of directors of Clarian Health North, LLC. No additional compensation is provided. Marvin G. Pember, Samuel L. Odle, and Michael R. Niemeier, M.D. serve on the board of directors of Clarian Health West, LLC. Additionally, Marvin G. Pember is an Officer of Clarian Health West, LLC. No additional compensation is provided. Marvin G. Pember and John F. Fitzgerald, M.D. serve on the board of directors of Clarian Health Plans, Inc. Additionally, Marvin G. Pember is an Officer of Clarian Health Plans, Inc. No additional compensation is provided. Marvin G. Pember, John F. Fitzgerald, M.D., and Charles Shufflebarger, M.D. serve on the board of directors of Clarian Health Risk Retention Group, Inc. and IUH Assurance, Ltd. No additional compensation is provided.
Part VI, Section A - Governing Body and Management Lines 6, 7A, and 7B - Members or Stockholders Line 6: Indiana University Health Care Associates, Inc. ("IUHCA") has two Members, which are designated as the Class A Member and the Class B Member. The Class A Member consists of those individuals who serve from time to time as the Trustees of Indiana University ("IU"). The Class B Member is Indiana University Health, Inc. ("IU Health"), formerly known as Clarian Health Partners, Inc. Line 7a: The Board of Directors consists of: (a) two individuals appointed by IU as the Class A Member, (b) three individuals appointed by IU Health as the Class B Member, (c) four Associates appointed by IU as the Class A Member, and (d) four Associates appointed by IU Health as the Class B Member. A physician or any non-physician health care provider approved by IUHCA may be an Associate of IUHCA if he or she (a) has medical staff privileges (if applicable) and conducts a substantial practice activity at a hospital affiliated with IU Health, at William M. Wishard Hospital, Larue D. Carter Memorial Hospital or the Richard L. Roudebush Medical Center or at some other site authorized by the Corporation; (b) holds a faculty position with the Indiana University School of Medicine; and (c) is party to an employment agreement with IUHCA or, if not party to an employment agreement, meets the written criteria for nonemployee Associate status approved by the Board and the members from time to time. Line 7b: Any decision by the Board of Directors to amend, supplement, or repeal all or any part of the provisions contained in the Articles of Incorporation must be duly approved by a vote of both Members.
Part VI, Section A - Governing Body and Management Line 11b - Review of Form 990 Indiana University Health Care Associates, Inc. has established the following process for reviewing the Form 990: The Form 990 and related schedules are reviewed by the CFO. After the CFO approves the Form 990 and related schedules, a finalized complete Form 990 is made available to each board member on a protected intranet site prior to filing the form with the IRS. Each member is informed of the availability of the tax department to answer any questions.
Part VI, Section B - Policies Lines 12, 13, and 14 Indiana University Health Care Associates, Inc. is part of the Indiana University Health, Inc. system. As the controlling parent of Indiana University Health Care Associates, Inc., Indiana University Health, Inc. and its board of directors have mandated that certain policies be followed to ensure greater standardization throughout the system. Thus, Indiana University Health Care Associates, Inc.'s board of directors was not required to separately adopt the conflict of interest, whistleblower, document retention and destruction and joint venture policies because Indiana University Health, Inc.'s board had already adopted and required these policies to be followed by subsidiaries.
Part VI, Section B - Policies Line 12C - Conflict of Interest Policy Indiana University Health Care Associates, Inc. has a Conflict of Interest Policy, the purpose of which is to protect Indiana University Health Care Associates, Inc.'s interests when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer, director, physician or employee. All executive management, physicians, directors, practice administrators, purchasing, and human resources staff, are required to annually sign a statement which affirms that such person (1) has received a copy of the conflict of interest policy; (2) has read and understands the policy; (3) has agreed to comply with the policy; and (4) understands and acknowledges that the Corporation is a tax-exempt organization and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. The policy requires all forms be submitted to the Human Resources department and a review committee to review and approve. Failure to complete and update the questionnaire and failure to disclose interests that should be disclosed, may subject the individual to disciplinary actions, including dismissal.
Part VI, Section B - Policies Line 15 - Process for Determining Compensation Indiana University Health Care Associates, Inc. has a process in place to determine the compensation for its President and CEO, as well as for its CFO. Indiana University Health Care Associates, Inc. uses an independent compensation consultant who utilizes a variety of methods and procedures to obtain reasonable compensation ranges for comparable officer and employee positions. The independent compensation consultant provides Indiana University Health Care Associates, Inc. with recommended compensation ranges for its President/CEO and CFO, which are then used as a guide for setting compensation by the Board of Directors. Compensation changes of the President/CEO and CFO are subject to the review and approval of the Board of Directors. The Board's decisions are documented in the Board's minutes.
Part VI, Section B - Policies Line 19 - Public Disclosure Indiana University Health Care, Inc.'s Articles of Incorporation are available for public inspection through the Indiana Secretary of State's web-site. Indiana University Health Care, Inc.'s conflict of interest procedures are disclosed on the Form 990, Schedule O.
Part VII, Section A - Governing Body and Management Line 1a, Column (B) - Average hours per week Herbert E. Cushing, M.D. is the Chief Medical Officer of University Hospital for Indiana University Health, Inc. and devotes 15 hours per week. Richard F. Graffis, M.D. is the Executive Vice President and Chief Medical Officer for Indiana University Health, Inc. and devotes 55 hours per week. Eric S. Williams is the the Executive Vice President for Academic Affairs for Indiana University Health, Inc. and a Service Line Chief for Indiana University Health Care Associates, Inc. and devotes 55 hours per week. Marvin G. Pember is the Executive Vice President and Chief Financial Officer for Indiana University Health, Inc. and devotes 55 hours per week. Samuel L. Odle is the Executive Vice President and Chief Operating Officer for Indiana University Health, Inc. and devotes 55 hours per week. Michael R. Niemeier, M.D. was a medical director for Indiana University Health, Inc. and devoted 55 hours per week prior to joining Indiana University Health Care Associates, Inc. as a Service Line Chief. Arthur C. Coffey, M.D. is a staff physician for Indiana University Health, Inc. and devotes 55 hours per week. James E. Lingeman, M.D. serves on the Board of Directors of Indiana University Health, Inc. and devotes 6 hours per week.
Part XI - Reconciliation of Net Assets Line 5 - Other Changes in Net Assets or Fund Balances During 2010, Indiana University Health Care Associates, Inc. recorded a change in its minimum pension liability in the amount of -$1,420,163. Additionally, there were book/tax differences on its program-related investments reported on Schedules K-1 in the amount of -$448,874.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH CARE ASSOC INC
 
Employer identification number

35-1747218
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) ICEM LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-1076521 		HEALTHCARE IN 22,085,169 0 NA
 
(2) ICEM-BALL LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-1076389 		HEALTHCARE IN 7,154,726 0 NA
 
(3) ICEM-METHODIST LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-1059994 		HEALTHCARE IN 12,179,852 0 NA
 
(4) ICEM-UNIVERSITY-RILEY LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-1060212 		HEALTHCARE IN 4,885,930 0 NA
 
(5) ICEM-WISHARD LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-1076327 		HEALTHCARE IN 8,509,577 0 NA
 
(6) INDIANA CLINIC-ANESTHESIA LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-1321819 		HEALTHCARE IN 0 0 NA
 
(7) INDIANA CLINIC-UROLOGY LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-0181780 		HEALTHCARE IN 5,378,896 0 NA
 
(8) INDIANA CLINIC SUPPORT SERVICES LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-4225448 		HEALTHCARE IN 0 5,235,162 NA
 
(9) INDIANA CLINIC-CRITICAL CARE LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-4529552 		HEALTHCARE IN 20,919,774 0 NA
 
(10) INDIANA CLINIC-NEUROLOGY LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-4529479 		HEALTHCARE IN 31,736,451 0 NA
 
(11) INDIANA CLINIC-FAMILY MEDICINE LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-2619667 		HEALTHCARE IN 27,450,841 0 NA
 
Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) INDIANA UNIVERSITY HEALTH INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1955872 		HEALTHCARE IN 501(C)(3) 3 NA
 
 
 
(2) Indiana University Health Arnett Inc

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
26-3162145 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
(3) CLARIAN TRANSPLANT INSTITUTE INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
13-4350599 		HEALTHCARE IN 501(C)(3) 9 IU HEALTH
 
 
 
(4) EMERGENCY MEDICAL GROUP INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1932442 		HEALTHCARE IN 501(C)(3) 3 METH MED GRP
 
 
 
(5) INDIANA RADIOLOGY PARTNERS INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
20-1017034 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
(6) METHODIST HEALTH FOUNDATION INC

1800 NORTH CAPITOL AVENUE

INDIANAPOLIS,IN46202
35-6043086 		FUNDRAISING IN 501(C)(3) 11 I IU HEALTH
 
 
 
(7) METHODIST HEALTH GROUP INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-0876390 		HEALTHCARE IN 501(C)(3) 11 III-FI NA
 
 
 
(8) METHODIST MEDICAL GROUP PHYSICIANS INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1814660 		HEALTHCARE IN 501(C)(3) 3 METH MED GRP
 
 
 
(9) METHODIST MEDICAL GROUP INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1945384 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
(10) METHODIST OCCUPATIONAL HEALTH CTRS INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1844176 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
(11) METHODIST RESEARCH INSTITUTE INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-2023710 		HEALTHCARE IN 501(C)(3) 11 I IU HEALTH
 
 
 
(12) MH HEALTHCARE INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1766531 		HEALTHCARE IN 501(C)(3) 3 METH MED GRP
 
 
 
(13) IU Health Bedford Inc

2900 WEST 16TH STREET

BEDFORD,IN47421
23-7042323 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
(14) GOSHEN HEALTH SYSTEM INC

200 HIGH PARK AVENUE

GOSHEN,IN46527
35-1974765 		HEALTHCARE IN 501(C)(3) 11 I IU HEALTH
 
 
 
(15) GOSHEN HOSPITAL ASSOCIATION INC

200 HIGH PARK AVENUE

GOSHEN,IN46527
35-6001540 		HEALTHCARE IN 501(C)(3) 3 GOSH HLH SYS
 
 
 
(16) IU Health LaPorte Hospital Inc

1007 LINCOLNWAY

LAPORTE,IN46350
35-1125434 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
(17) IU Health LaPorte Physicians Inc

1007 LINCOLNWAY

LAPORTE,IN46350
31-1070868 		HEALTHCARE IN 501(C)(3) 3 LAP HLTH SYS
 
 
 
(18) IU Health Tipton Hospital Inc

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
26-2772226 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
(19) IU Health Ball Memorial Hospital Inc

2401 WEST UNIVERSITY AVENUE

MUNCIE,IN47303
35-0867958 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
(20) IU Health Blackford Hospital Inc

410 PILGRIM BOULEVARD

HARTFORD CITY,IN47348
01-0646166 		HEALTHCARE IN 501(C)(3) 3 BALL MEM HSP
 
 
 
(21) IU Health Paoli Inc

PO BOX 499

PAOLI,IN47454
35-2090919 		HEALTHCARE IN 501(C)(3) 3 BLOOM HOSP
 
 
 
(22) IU Health Bloomington Inc

PO BOX 1149

BLOOMINGTON,IN47402
35-1720796 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
(23) BALL MEMORIAL HOSPITAL AUXILIARY INC

2401 WEST UNIVERSITY AVENUE

MUNCIE,IN47303
35-6025400 		HEALTHCARE IN 501(C)(3) 11 III-FI BALL MEM HSP
 
 
 
(24) IU Health Ball Memorial Physicians Inc

2401 WEST UNIVERSITY AVENUE

MUNCIE,IN47303
35-1747218 		HEALTHCARE IN 501(C)(3) 9 BALL MEM HSP
 
 
 
(25) MIDWEST HEALTH STRATEGIES INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
61-1415688 		HEALTHCARE IN 501(C)(3) 3 BALL MEM HSP
 
 
 
(26) IU Health Ball Memorial Hosp Foundation

2401 WEST UNIVERSITY AVENUE

MUNCIE,IN47303
31-1111784 		FUNDRAISING IN 501(C)(3) 11 I BALL MEM HSP
 
 
 
(27) HEALTHLINC INC

200 HIGH PARK AVENUE

GOSHEN,IN46527
26-3571507 		HEALTHCARE IN 501(C)(3) 3 GOSH HLH SYS
 
 
 
(28) IU HEALTH MORGAN HOSPITAL INC

2209 JOHN R WOODEN DRIVE

MARTINSVILLE,IN46151
27-3533027 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
(29) IU HEALTH WHITE MEMORIAL HOSPITAL INC

720 SOUTH SIXTH STREET

MONTICELLO,IN47960
27-3532963 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) CLARIAN HEALTH NETWORK LLC

950 NORTH MERIDIAN STREET SUITE 80
INDIANAPOLIS,IN46204
35-2055030 		HEALTHCARE IN NA
  		N/A 0 0   No 0   No 0 %
(2) CLARIAN HEALTH NORTH LLC

11700 NORTH MERIDIAN STREET
CARMEL,IN46032
43-1980602 		HEALTHCARE IN NA
  		N/A 0 0   No 0   No 0 %
(3) CHV FUND I LLC

950 NORTH MERIDIAN STREET SUITE 80
INDIANAPOLIS,IN46204
26-2523206 		VENTURE CAPITAL IN NA
  		N/A 0 0   No 0   No 0 %
(4) CLARIAN HEALTH WEST LLC

1111 NORTH RONALD REAGAN PARKWAY
AVON,IN46123
43-1980611 		HEALTHCARE IN NA
  		N/A 0 0   No 0   No 0 %
(5) HEALTH VENTURE MANAGEMENT LLC

950 NORTH MERIDIAN STREET SUITE 80
INDIANAPOLIS,IN46204
20-5740218 		MANAGEMENT IN NA
  		N/A 0 0   No 0   No 0 %
(6) INDIANA ENDOSCOPY CENTERS LLC

950 NORTH MERIDIAN STREET SUITE 80
INDIANAPOLIS,IN46204
20-8398421 		HEALTHCARE IN NA
  		N/A 0 0   No 0   No 0 %
(7) INDIANA LAKES MANAGED CARE ORGANIZATION

310 S MAIN STREET
GOSHEN,IN46526
35-1946663 		HEALTHCARE IN NA
  		N/A 0 0   No 0   No 0 %
(8) SENATE STREET SURGERY CENTER LLC

950 NORTH MERIDIAN STREET SUITE 80
INDIANAPOLIS,IN46204
42-1709357 		HEALTHCARE IN NA
  		N/A 0 0   No 0   No 0 %
(9) THE HEALTHCARE GROUP LLC

8802 N MERIDIAN STREET SUITE 100
INDIANAPOLIS,IN46260
35-2067373 		MANAGED CARE IN NA
  		N/A 0 0   No 0   No 0 %
(10) BALL OUTPATIENT SURGERY CENTER LLC

2401 WEST UNIVERSITY AVENUE
MUNCIE,IN47303
27-0275794 		HEALTHCARE IN NA
  		N/A 0 0   No 0   No 0 %
(11) CARDINAL HEALTH INITIATIVES LLC

2401 WEST UNIVERSITY AVENUE
MUNCIE,IN47303
30-0102702 		PURCHASING IN NA
  		N/A 0 0   No 0   No 0 %
(12) MID-AMERICA SURGERY CENTER LLC

2401 WEST UNIVERSITY AVENUE
MUNCIE,IN47303
35-2002953 		HEALTHCARE IN NA
  		N/A 0 0   No 0   No 0 %
(13) BMH OUTPATIENT SURGERY SERVICES LLC

2401 WEST UNIVERSITY AVENUE
MUNCIE,IN47303
20-4567998 		HEALTHCARE IN NA
  		N/A 0 0   No 0   No 0 %
(14) CHV FUND MANAGEMENT LLC

950 NORTH MERIDIAN STREET SUITE 80
INDIANAPOLIS,IN46204
26-2523151 		VENTURE CAPITAL IN NA
  		N/A 0 0   No 0   No 0 %
(15) ROC SURGERY LLC

950 NORTH MERIDIAN STREET SUITE 80
INDIANAPOLIS,IN46204
27-1497960 		HEALTHCARE IN NA
  		N/A 0 0   No 0   No 0 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) IUH ASSURANCE LTD
3RD FLOOR BARCLAYS HOUSE
GEORGETOWN,GRAND CAYMAN  
CJ
98-0396429 		INSURANCE CJ NA
  		C 0 0 0 %
(2) IU HEALTH PLANS INC
1776 MERIDIAN STREET STE 300
INDIANAPOLIS,IN46202
26-2127080 		HMO IN NA
  		C 0 0 0 %
(3) CHV CAPITAL INC
950 N MERIDIAN STREET STE 800
INDIANAPOLIS,IN46204
26-0752507 		VENTURE CAPITAL IN NA
  		C 0 0 0 %
(4) CLARIAN RISK PURCHASING GROUP INC
151 MEETING STREET STE 301
CHARLESTON,SC29401
20-1107674 		INSURANCE IN NA
  		C 0 0 0 %
(5) CLARIAN HEALHT RISK RETENTION GROUP INC
151 MEETING STREET STE 301
CHARLESTON,SC29401
20-1107674 		INSURANCE SC NA
  		C 0 0 0 %
(6) M-PLAN INC
1776 N MERIDIAN STREET STE 300
INDIANAPOLIS,IN46202
35-1772506 		HMO IN NA
  		C 0 0 0 %
(7) OCC-HEALTH REVENUE SYSTEMS INC
950 N MERIDIAN STREET STE 800
INDIANAPOLIS,IN46204
20-3308057 		WORK COMP PPO IN NA
  		C 0 0 0 %
(8) PARKMOR DRUG INC
1501 SOUTH MAIN STREET
GOSHEN,IN46204
13-1394980 		PHARMACY SALES IN NA
  		C 0 0 0 %
(9) BMH MEDICAL PAVILION ASSOCIATION INC
2525 WEST UNIVERSITY AVENUE
MUNCIE,IN47303
35-1858408 		CONDO MANAGEMENT IN NA
  		C 0 0 0 %
(10) CARDINAL HEALTH VENTURES INC
2401 WEST UNIVERSITY AVENUE
MUNCIE,IN47303
35-1611424 		MANAGEMENT IN NA
  		C 0 0 0 %
(11) PILR INC
200 HIGH PARK AVENUE
GOSHEN,IN47303
20-4294750 		DEVELOPMENT IN NA
  		C 0 0 0 %
(12) IU Health Southern Indiana Phys Inc
PO BOX 1149
BLOOMINGTON,IN47402
35-1913875 		HEALTHCARE IN NA
  		C 0 0 0 %
(13) RADIATION ONCOLOGY RESOURCES INC
200 HIGH PARK AVENUE
GOSHEN,IN46527
26-2008424 		HEALTHCARE IN NA
  		C 0 0 0 %
(14) UNIVERSITY HEALTH MANAGEMENT INC
950 N MERIDIAN STREET SUITE 800
INDIANAPOLIS,IN46204
27-2891143 		MANAGEMENT IN NA
  		C 0 0 0 %
(15) UNIVERSITY HEALTH MGMT (CHINA) INC
950 N MERIDIAN STREET SUITE 800
INDIANAPOLIS,IN46204
27-3891311 		MANAGEMENT IN NA
  		C 0 0 0 %
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) CLARIAN HEALTH NORTH LLC

 I 105,287  
(2) CLARIAN ARNETT HEALTH SYSTEM INC

 K 79,560  
(3) BALL MEMORIAL HOSPITAL INC

 K 360,162  
(4) BLOOMINGTON HOSPITAL INC

 K 50,000  
(5) INDIANA RADIOLOGY PARTNERS INC

 K 198,625  
(6) CLARIAN HEALTH NORTH LLC

 K 2,279,416  
(7) TIPTON HOSPITAL INC

 K 173,550  
(8) CLARIAN HEALTH WEST LLC

 K 1,855,838  
(9) METHODIST OCCUPATIONAL HEALTH CENTER INC

 L 144,061  
(10) EMERGENCY MEDICAL GROUP INC

 N 14,877,409  
(11) INDIANA RADIOLOGY PARTNERS INC

 N 79,334  
(12) METHODIST MEDICAL GROUP PHYSICIANS INC

 N 16,479,281  
(13) HEALTH CARE CONNECTIONS INC

 N 139,728  
(14) CLARIAN HEALTH RISK RETENTION GROUP INC

 Q 3,517,582  
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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