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 INC
F/K/A CLARIAN HEALTH PARTNERS INC
Doing Business As
 
 
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

35-1955872
E Telephone number

G Gross receipts $ 2,622,112,561
F Name and address of principal officer:
DANIEL F EVANS JR
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: 1997
M State of legal domicile: IN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Improve the health of our patients and community through innovation and excellence in care, education, research and service.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 12
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 9
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 16,514
6 Total number of volunteers (estimate if necessary) .... 6 1,279
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 18,934,597
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 2,191,664
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 10,663,050 10,303,503
9 Program service revenue (Part VIII, line 2g) ......... 2,152,202,438 2,314,094,838
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -51,361,237 99,233,443
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 32,456,281 41,156,988
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 2,143,960,532 2,464,788,772
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 30,446,391 22,673,782
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) 880,381,556 920,720,778
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).... 1,133,213,656 1,291,802,047
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,044,041,603 2,235,196,607
19 Revenue less expenses. Subtract line 18 from line 12...... 99,918,929 229,592,165
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 3,585,775,876 4,042,172,031
21 Total liabilities (Part X, line 26)............ 1,954,329,127 2,303,021,743
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 1,631,446,749 1,739,150,288
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: Improve the health of our patients and community through innovation and excellence in care, education, research and service.
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 $ 1,942,155,229 including grants of $ 22,673,782 ) (Revenue $ 2,358,643,098 )
Indiana University Health, Inc. ("IU Health") provides acute inpatient and outpatient medical services to patients without regard for their ability to pay. Additionally, IU Health is committed to ongoing medical education and research. During 2010, IU Health provided financial assistance and community benefits at cost of $300,893,607 and community building activities at cost of $1,119,956. See Schedule O for additional information on IU Health's 2010 program service accomplishments.
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$ 1,942,155,229
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? Click to see attachment........
2
Yes
 
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 IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
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
Yes
 
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
Yes
 
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......... Click to see attachment
14b
Yes
 
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.. Click to see attachment
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.. Click to see attachment
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..... Click to see attachment
20a
Yes
 
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. ..... Click to see list of attachments
20b
 
No
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.. Click to see attachment
21
Yes
 
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..... Click to see attachment
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................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
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
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
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
1,066
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
16,514
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
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
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
12
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
9
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
Yes
 
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
Yes
 
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
Yes
 
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,IN46204
(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) V WILLIAM HUNT
CHAIRMAN
 6.0 X           0 0 0
(2) THE HON SARAH EVANS BARKER
DIRECTOR
 6.0 X           0 0 0
(3) WILLIAM R CAST MD
DIRECTOR
 6.0 X           18,750 0 0
(4) D CRAIG BRATER MD
VICE CHAIRMAN
 6.0 X           29,991 0 0
(5) THOMAS W CHAPMAN PHD
VICE CHAIRMAN
 6.0 X           22,750 0 0
(6) BISHOP MICHAEL COYNER
DIRECTOR
 6.0 X           0 0 0
(7) DANIEL F EVANS JR
PRESIDENT & CEO, DIRECTOR
 55.0 X   X       1,252,646 0 828,133
(8) CHARLES E GOLDEN
DIRECTOR
 6.0 X           42,500 0 0
(9) DAVID W GOODRICH
DIRECTOR
 6.0 X           44,500 0 0
(10) MICHAEL A MCROBBIE PHD
DIRECTOR
 6.0 X           23,500 0 0
(11) JAMES E LINGEMAN MD
DIRECTOR
 6.0 X           26,500 741,969 46,352
(12) ANGELA BARRON MCBRIDE PHD
DIRECTOR
 6.0 X           25,000 0 0
(13) MARVIN G PEMBER
EXECUTIVE VP & CFO
 55.0     X       864,639 0 516,323
(14) NORMAN G TABLER JR
SVP & GEN. COUNSEL, SECRETARY
 55.0     X       584,679 0 28,626
(15) RICHARD F GRAFFIS MD
EXECUTIVE VP & CMO
 55.0       X     1,284,703 0 37,808
(16) SAMUEL L ODLE
EXECUTIVE VP & COO
 55.0       X     883,525 0 390,195
(17) LINDA Q EVERETT
EXECUTIVE VP & CNO
 55.0       X     470,159 0 112,898
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) DEBRA L UHL
COO (UNIVERSITY)
 55.0       X     258,641 0 35,681
(19) LINDA CHASE
VP - NURSING (METHODIST)
 55.0       X     150,161 0 11,677
(20) JOHN C KOHNE MD
COO (METHODIST)
 55.0       X     439,478 0 114,226
(21) DANIEL L FINK
CEO (RILEY)
 55.0       X     513,522 0 118,283
(22) JIM JORGENSON
VP - CHIEF PHARMACY OFFICER
 55.0       X     220,253 0 35,172
(23) DIANE J THOMPSON
VP - NURSING (UNIVERSITY)
 55.0       X     217,293 0 32,723
(24) WOODROW A COREY MD
PHYSICIAN EXECUTIVE
 55.0         X   767,103 114,184 50,482
(25) LAWRENCE S KLEIN MD
PHYSICIAN
 55.0         X   751,397 0 35,627
(26) SAMI AASAR MD
PHYSICIAN
 55.0         X   750,427 0 48,442
(27) EDWARD HARLAMERT MD
PHYSICIAN
 55.0         X   747,381 0 48,442
(28) TALAL HAMDAN MD
PHYSICIAN
 55.0         X   745,435 0 45,442
(29) MARILYN COX
SVP - NURSING & PCS (RILEY)
 55.0           X 258,937 0 152,101
(30) RHONDA E SMITH
VP - NURSING & PCS (METHODIST)
 55.0           X 212,694 0 164,927
(31) RICHARD S HELSPER
VP - OPERATIONS
 55.0           X 1,620 268,049 8,620
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 11,608,184 1,124,202 2,862,180
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet687
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
Yes
 
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
TURNER-HARMON CONSTRUCTION
9190 PRIORITY WAY WEST SUITE 201
INDIANAPOLIS,IN46240 		CONSTRUCTION 32,114,882
CERNER CORP
2800 ROCKCREEK PARKWAY
KANSAS CITY,MO54117 		CONSULTING SERVICES 20,749,125
PEPPER CONSTRUCTION COMPANY OF IN
1850 W 115TH STREET
INDIANAPOLIS,IN46202 		CONSTRUCTION 19,381,160
OMNIFLIGHT HELICOPTERS INC
16145 ADDISON ROAD SUITE 400
ADDISON,TX75001 		HELICOP. MAINTENANCE 6,977,665
UNITED HOSPITAL SERVICES LLC
9948 PARK DAVIS DRIVE
INDIANAPOLIS,IN46235 		LAUNDRY SERVICES 5,089,031
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet259
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 5,591,978
e Government grants (contributions)1e 4,149,338
f All other contributions, gifts, grants, and
similar amounts not included above1f 		562,187
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 10,303,503
Program Service Revenue Business Code
2a NET PATIENT SERVICE REVENUE 621,110 1,819,551,642 1,819,551,642 0  
b SUPPORT SERVICES 541,990 103,794,954 92,074,156 11,720,798  
c LAB SERVICES 621,511 280,643,695 276,747,334 3,896,361  
d PHARMACY 446,110 45,026,487 43,743,603 1,282,884  
e OTHER PROGRAM SERVICE REVENUE 900,099 65,078,060 64,951,369 126,691  
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 2,314,094,838
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 58,953,786 44,548,260   14,405,526
4 Income from investment of tax-exempt bond proceeds..MediumBullet 43,223     43,223
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents 12,909,597 23,764
b Less: rental expenses    
c Rental income or (loss) 12,909,597 23,764
d Net rental income or (loss).......MediumBullet 12,933,361   83,736 12,849,625
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 195,913,834 1,646,389
b Less: cost or other basis and sales expenses 154,742,486 2,581,303
c Gain or (loss) 41,171,348 -934,914
d Net gain or (loss)..........MediumBullet 40,236,434     40,236,434
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 CAFETERIA 722,212 6,260,362   0 6,260,362
b PARKING 812,930 1,328,672   0 1,328,672
c TELEPHONE 900,099 1,168,817   0 1,168,817
d All other revenue .... 19,465,776   1,824,127 17,641,649
e Total. Add lines 11a–11d ......MediumBullet 28,223,627
12 Total revenue. See Instructions....MediumBullet 2,464,788,772 2,341,616,364 18,934,597 93,934,308
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 22,673,782 22,673,782
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 .... 9,634,931 7,881,374 1,753,557  
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 720,682,028 589,517,899 131,164,129  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 47,065,441 38,499,531 8,565,910  
9 Other employee benefits ....... 90,385,254 73,935,138 16,450,116  
10 Payroll taxes ........... 52,953,124 43,315,655 9,637,469  
11 Fees for services (non-employees):        
a Management ...... 2,383,971   2,383,971  
b Legal ......... 5,457,648   5,457,648  
c Accounting ........... 3,407,429   3,407,429  
d Lobbying ........... 615,634   615,634  
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 1,261,502   1,261,502  
g Other .......... 198,909,462 162,707,940 36,201,522  
12 Advertising and promotion .... 22,233,054 18,186,638 4,046,416  
13 Office expenses ....... 29,110,260 23,812,193 5,298,067  
14 Information technology ...... 76,433,361 62,522,489 13,910,872  
15 Royalties .. 0      
16 Occupancy ........... 65,619,399 53,676,668 11,942,731  
17 Travel ............ 2,231,337 1,825,234 406,103  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 212,395 173,739 38,656  
20 Interest ........... 32,477,446 26,566,551 5,910,895  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 131,244,303 107,357,840 23,886,463  
23 Insurance .............. 16,324,226 13,353,217 2,971,009  
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/SUPPLIES/HEALTH CLAIMS 501,223,508 501,223,508    
b EDUCATION & RESEARCH SUPPORT 61,353,000 61,353,000    
c BAD DEBT 112,965,253 112,965,253    
d DUES 2,155,112   2,155,112  
e INCOME TAX 991,107   991,107  
f All other expenses 25,192,640 20,607,580 4,585,060  
25 Total functional expenses. Add lines 1 through 24f 2,235,196,607 1,942,155,229 293,041,378 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 .......... 695 1 16,362
2 Savings and temporary cash investments ....... 188,813,440 2 419,885,647
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net ......... 269,671,236 4 267,310,561
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 ............. 807,880,570 7 761,304,821
8 Inventories for sale or use .............. 37,571,330 8 41,652,571
9 Prepaid expenses and deferred charges ............ 15,145,420 9 67,924,931
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,090,499,933
b Less: accumulated depreciation. ..... 10b 1,600,432,282 1,339,240,316 10c 1,490,067,651
11 Investments—publicly traded securities .......... 828,582,703 11 900,782,656
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 .. 84,096,983 13 76,333,741
14 Intangible assets .........   14 3,898,864
15 Other assets. See Part IV, line 11 ........... 14,773,183 15 12,994,226
16 Total assets. Add lines 1 through 15 (must equal line 34)... 3,585,775,876 16 4,042,172,031
Liabilities 17 Accounts payable and accrued expenses . 231,144,449 17 295,564,132
18 Grants payable ..........   18  
19 Deferred revenue .......... 15,085,944 19 142,473,611
20 Tax-exempt bond liabilities .......... 1,163,658,119 20 1,089,553,181
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 .. 322,802,005 23 384,935,514
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 221,638,610 25 390,495,305
26 Total liabilities. Add lines 17 through 25..... 1,954,329,127 26 2,303,021,743
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 ..... 1,626,226,697 27 1,733,963,848
28 Temporarily restricted net assets ..... 320,971 28 288,359
29 Permanently restricted net assets ..... 4,899,081 29 4,898,081
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 ..... 1,631,446,749 33 1,739,150,288
34 Total liabilities and net assets/fund balances ..... 3,585,775,876 34 4,042,172,031
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
2,464,788,772
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
2,235,196,607
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
229,592,165
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
1,631,446,749
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
-121,888,626
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
1,739,150,288
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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 INC
F/K/A CLARIAN HEALTH PARTNERS INC
Employer identification number

35-1955872
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.") .            
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......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
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.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
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.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
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...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
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.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
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 B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
INDIANA UNIVERSITY HEALTH INC
F/K/A CLARIAN HEALTH PARTNERS INC
Employer identification number

35-1955872
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
INDIANA UNIVERSITY HEALTH INC
F/K/A CLARIAN HEALTH PARTNERS INC 		Employer identification number

35-1955872
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
INDIANA UNIVERSITY HEALTH INC
F/K/A CLARIAN HEALTH PARTNERS INC 		Employer identification number

35-1955872
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
INDIANA UNIVERSITY HEALTH INC
F/K/A CLARIAN HEALTH PARTNERS INC 		Employer identification number

35-1955872
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
INDIANA UNIVERSITY HEALTH INC
F/K/A CLARIAN HEALTH PARTNERS INC
Employer identification number

35-1955872
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
615,634
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
No
 
j
Total. lines 1c through 1i ...................................
615,634
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C, Part IV Political Campaign and Lobbying Activities Indiana University Health, Inc. ("IU Health") paid dues to the American Hospital Association of $310,470 and $483,260 to the Indiana Hospital Association for 2010. The American Hospital Association used 23.76% of the dues for lobbying, while the Indiana Hospital Association used 5.45% for lobbying. The lobbying expenditures made by the American Hospital Association, as a portion of the IU Health dues, were $73,768. The lobbying expenditures made by the Indiana Hospital Association, as a portion of the IU Health dues, were $26,338. The dues IU Health paid to the American Hospital Association and Indiana Hospital Association include payments made on behalf of IU Health Arnett Hospital, IU Health Ball Memorial Hospital, IU Health Bedford Hospital, IU Health Blackford Hospital, IU Health Bloomington Hospital, IU Health Goshen Hospital, IU Health LaPorte Hospital, IU Health Paoli Hospital, IU Health Starke Hospital, and IU Health Tipton Hospital. All of the above are Section 501(c)(3) hospitals and subsidiaries of IU Health. In addition to the above sums, IU Health spent $515,528 for lobbying State and Federal issues. During 2010, IU Health lobbied Congress on the following issues: - Healthcare Reform Legislation (In General) - Patient Protection and Affordable Care Act - Changes to Hospital Wage Indexes - Changes to Outpatient Prospective Payment System (OPPS) Reimbursement - 340B Reimbursement - USDA Rural Grant Development - Congressional Appropriations/Budget Requests - Electronic Health Records and Multi-Campus hospitals During 2010, IU Health lobbied at the State Level on the following issues: - Restructuring Indiana's Hospital Supplemental Payment Distribution Program - Statewide Smoking Ban - Provider Reimbursements - Medicaid Reimbursement Policies - Workers Compensation - Taxation (In General)
Schedule C (Form 990 or 990EZ) 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 INC
F/K/A CLARIAN HEALTH PARTNERS INC
Employer identification number

35-1955872
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 .... 5,220,052 82,476,620 72,300,805
b Contributions ........     10,329,033
c Investment earnings or losses ...     90,972
d Grants or scholarships ..... 33,612 800,000  
e Other expenditures for facilities
and programs ........ 		  76,244,118  
f Administrative expenses ....   212,450 244,190
g End of year balance ...... 5,186,440 5,220,052 82,476,620
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet0 %
b
Permanent endowment: SchDMd Bullet94.440 %
c
Term endowment: SchDMd Bullet5.560 %
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)
Yes
 
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
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 .................   134,897,667 134,897,667
b Buildings ................   633,240,830 310,214,754 323,026,076
c Leasehold improvements ............   577,211,980 337,267,574 239,944,406
d Equipment ................   1,192,551,900 931,519,451 261,032,449
e Other .................   552,597,556 21,430,503 531,167,053
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 1,490,067,651
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
SELF INSURANCE TRUST EST. CLAIMS 3,531,850
D/B RETIREMENT LIABILITY 18,831,475
SERP RETIREMENT LIABILITY 7,885,985
DUE TO AFFILIATES 168,391,823
ACCRUED INTEREST ON BONDS 13,949,656
ENVIRONMENTAL OBLIGATIONS 4,562,489
ESTIMATED 3RD PARTY SETTLEMENT 33,412,104
MARK-TO-MARKET/SWAP LIABILITY 139,929,923

Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 390,495,305
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, Part V Line 4 - Intended Uses of Organization's Endowment Funds Temporarily and permanently restricted net assets are generally restricted for indigent and other patient care services, medical education and research programs, and medical supplies and equipment.
Schedule D, Part X Other Liabilities Indiana University Health, Inc. ("IU Health") adopted FIN 48 in 2007. No disclosures were required in 2010 under GAAP as IU Health does not have any material tax contingencies that required disclosures in the footnotes.
Schedule D (Form 990) 2010

Additional Data


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SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
F/K/A CLARIAN HEALTH PARTNERS INC
Employer identification number

35-1955872
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Central America and the Caribbean 0 0 Program Services SELF-INSURANCE 5,950,113
Central America and the Caribbean 0 0 Unrelated Trade or Business N/A 0
Central America and the Caribbean 0 0 Investments N/A 389,480,084
Central America and the Caribbean 0 0 Conduct board meetings N/A 50,917
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 395,481,114
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 395,481,114
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
Schedule F, Part I Line 3 - Activities per Region The amounts reported on Schedule F, Part I, Line 3 represent insurance premiums paid directly to an off-shore captive and travel and meeting expenses paid to attend an off-shore captive meeting. Indiana University Health, Inc. does not have any offices or employees in foreign countries.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


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SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
F/K/A CLARIAN HEALTH PARTNERS INC
Employer identification number

35-1955872
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) .. 		  40,176 78,047,705 0 78,047,705 3.290 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) . 		  301,693 563,937,136 438,070,213 125,866,923 5.310 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....     0 0 0  
dTotal Charity Care and
Means-Tested Government Programs ..... 		  341,869 641,984,841 438,070,213 203,914,628 8.600 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		60 49,706 12,945,513 45,238 12,900,275 0.540 %
f Health professions education
(from Worksheet 5) .. 		11 10,141 66,844,523 10,218,058 56,626,465 2.390 %
g Subsidized health services
(from Worksheet 6) .. 		4 4,538 5,206,393 1,302,775 3,903,618 0.160 %
h Research (from Worksheet 7) 3 40 15,887,873 0 15,887,873 0.670 %
i Cash and in-kind contributions
to community groups
(from Worksheet 8) .. 		17 83,248 7,660,748 0 7,660,748 0.320 %
jTotal Other Benefits ... 95 147,673 108,545,050 11,566,071 96,978,979 4.080 %
kTotal. Add lines 7d and 7j. .. 95 489,542 750,529,891 449,636,284 300,893,607 12.680 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing     0 0 0  
2 Economic development 1 0 396 0 396  
3 Community support 2 2,148 14,883 0 14,883  
4 Environmental improvements     0 0 0  
5 Leadership development and training for community members     0 0 0  
6 Coalition building 3 36,825 1,104,677 0 1,104,677 0.050 %
7 Community health improvement advocacy     0 0 0  
8 Workforce development     0 0 0  
9 Other     0 0 0  
10 Total 6 38,973 1,119,956 0 1,119,956 0.050 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense (at cost).....
2
48,060,100
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
0
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
399,610,844
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
436,217,190
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-36,606,346
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1CLARIAN HEALTH NORTH
  		ACUTE CARE HOSPITAL 63.810 % 0 % 36.190 %
2CLARIAN HEALTH WEST
  		ACUTE CARE HOSPITAL 76.884 % 0 % 23.116 %
3BELTWAY SURG CENTERS
  		AMBULATORY SURGERY CENTER 50.000 % 0 % 50.000 %
4SENATE ST SURG CTR
  		AMBULATORY SURGERY CENTER 58.000 % 0 % 42.000 %
5IND ENDOSCOPY CTRS
  		AMBULATORY SURGERY CENTER 51.000 % 0 % 49.000 %
6ROC SURGERY
  		AMBULATORY SURGERY CENTER 58.974 % 0 % 41.026 %
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?5
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 IU HEALTH METHODIST HOSPITAL
1701 N SENATE BOULEVARD
INDIANAPOLIS,IN46206 		X X X X   X X    
2 RILEY HOSP FOR CHILDREN AT IU HEALTH
705 RILEY HOSPITAL DRIVE
INDIANAPOLIS,IN46202 		X X X X   X X    
3 IU HEALTH UNIVERSITY HOSPITAL
550 NORTH UNIVERSITY BLVD
INDIANAPOLIS,IN46202 		X X   X   X X    
4 IU HEALTH NORTH HOSPITAL
11700 NORTH MERIDIAN STREET
CARMEL,IN46032 		X X X       X    
5 IU HEALTH WEST HOSPITAL
1111 NORTH RONALD REAGAN PARKWAY
AVON,IN46123 		X X         X    
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:IU HEALTH METHODIST HOSPITAL
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:RILEY HOSP FOR CHILDREN AT IU HEALTH
Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:IU HEALTH UNIVERSITY HOSPITAL
Line Number of Hospital Facility (from Schedule H, Part V, Section A):3

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:IU HEALTH NORTH HOSPITAL
Line Number of Hospital Facility (from Schedule H, Part V, Section A):4

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:IU HEALTH WEST HOSPITAL
Line Number of Hospital Facility (from Schedule H, Part V, Section A):5

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?52
Name and address Type of Facility (Describe)
1 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
2 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
3 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
4 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
5 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
6 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
7 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
8 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
9 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
10 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
11 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
12 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
13 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
14 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
15 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
16 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
17 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
18 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
19 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
20 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
21 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
22 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
23 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
24 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
25 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
26 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
27 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
28 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
29 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
30 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
31 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
32 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
33 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
34 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
35 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
36 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
37 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
38 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
39 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
40 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
41 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
42 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
43 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
44 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
45 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
46 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
47 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
48 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
49 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
50 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
51 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
52 BELTWAY SURGERY CENTER
151 N PENNSYLVANIA PARKWAY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY CENTER
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
Schedule H, Part I Line 6a - Community Benefit Report Indiana University Health, Inc.'s ("IU Health") community benefit report is made available to the public on its website at www.iuhealth.org. The Community Benefit report is also distributed to numerous key organizations throughout the State of Indiana to broadly share IU Health's community benefit efforts and investments statewide, and is available by request through the Indiana State Department of Health or IU Health.
Schedule H, Part I Line 7, Column (f) The amount of bad debt expense included on Form 990, Part IX, Line 25, column (A), but subtracted for purposes of calculating the percentage of total expense is $112,965,253.
Schedule H, Part I Line 7 Percentage of Total Expenses listed on Schedule H, Part I, Line 7, Column (f) is calculated based on Net Community Benefit Expense. The Percentage of Total Expenses calculated based on Total Community Benefit Expense is 31.67%.
Schedule H, Part I Line 7g Indiana University Health, Inc. does not include any costs associated with physician clinics as subsidized health services.
Schedule H, Part II Community Building Activities IU Health leaders participate in a wide array of community-building activities that address the underlying quality of life in the communities IU Health serves. IU Health invests in economic development efforts across the state, collaborates with like-minded organizations through coalitions that address key issues, and advocates for improvements in the health status of vulnerable populations.
Schedule H, Part III Line 4 - Bad Debt Expense The provision for uncollected patient accounts is based upon management's assessment of historical and expected net collections considering business and economic conditions, changes and trends in health care coverage, and other collection indicators. Periodically, management assesses the adequacy of the allowance for uncollectible accounts based upon accounts receivable payor composition and aging, and historical write-off experience by payor category, as adjusted for collection indicators. The results of the review are then used to make any modifications to the provision for uncollected patient accounts and the allowance for uncollectible accounts. In addition, Indiana University Health, Inc. ("IU Health") follows established guidelines for placing certain past due patient balances with collection agencies. Patient accounts that are uncollected, including those placed with collection agencies, are initially charged against the allowance for uncollectible accounts in accordance with collection policies of IU Health and, in certain cases, are reclassified to charity care if deemed to otherwise meet charity care and financial assistance policies of IU Health. The bad debt expense reported on Line 2 is calculated under the cost to charge ratio methodology. IU Health provides health care services through various programs that are designed, among other matters, to enhance the health of the community and improve the health of low-income patients. In addition, IU Health provides services intended to benefit the poor and underserved, including those persons who cannot afford health insurance because of inadequate resources or are uninsured or underinsured.
Schedule H, Part III Line 8 - Medicare Shortfall The Medicare shortfall reported on Schedule H, Part III, Line 7 is calculated, in accordance with the Form 990 instructions, using "allowable costs" from Indiana University Health, Inc.'s ("IU Health") Medicare Cost Report. "Allowable costs" for Medicare Cost Report purposes are not reflective of all costs associated with IU Health's participation in Medicare programs. For example, the Medicare Cost Report excludes certain costs such as billed physician services, the costs of Medicare Parts C and D, fee schedule reimbursed services, and durable medical equipment services. Inclusion of all costs associated with IU Health's participation in Medicare programs would significantly increase the Medicare shortfall reported on Schedule H, Part III, Line 7. IU Health's Medicare shortfall is attributable to reimbursements that are less than the cost of providing patient care and services to Medicare beneficiaries and does not include any amounts that result from inefficiencies or poor management. IU Health accepts all Medicare patients knowing that there may be shortfalls; therefore it has taken the position that the shortfall should be counted as part of its community benefit. Additionally, it is implied in Internal Revenue Service Revenue Ruling 69-545 that treating Medicare patients is a community benefit. Revenue Ruling 69-545, which established the community benefit standard for nonprofit hospitals, states that if a hospital serves patients with governmental health benefits, including Medicare, then this is an indication that the hospital operates to promote the health of the community.
Schedule H, Part III Line 9b - Written Debt Collection Policy and Financial Assistance If a patient cannot satisfy standard payment expectations, a financial assistance screening process for alternative sources of balance resolution is completed. Those resolutions may include: a discount on charges; Medicaid enrollment, interest-free loan or application for charity care. If a patient does not apply for charity care but meets the charity care guidelines established by Indiana University Health, Inc. ("IU Health'), IU Health will waive charges and treat the cost of services as charity care.
Schedule H, Part VI Line 2 - Needs Assessment Communities are multifaceted and so are their health needs. IU Health understands that the health of individuals and communities are shaped by various social and environmental factors, along with health behaviors and additional influences. IU Health assessed the health care needs of the communities it serves by utilizing the detailed community needs assessments undertaken by organizations such as the Marion County Health Department, the Indiana State Department of Health, the Centers for Disease Control and Prevention and the United Way of Central Indiana.
Schedule H, Part VI Line 3 - Patient Education of Eligibility for Assistance IU Health goes to great lengths to ensure patients know that IU Health treats all patients regardless of their ability to pay. IU Health shares financial assistance information with patients during the admission process, billing process and online, helping patients understand that financial support for their care is a part of IU Health's commitment to its mission. IU Health's financial assistance policy exists to serve those in need by providing financial relief to patients who ask for assistance after care has been provided. During the admissions process, opportunities for financial assistance are discussed with patients who are identified as a self-pay patient, or requests assistance information. The patient is also provided with an Admissions Packet that provides information regarding IU Health's financial assistance program. Financial counselors are onsite to assist financial concerns or questions during the patient's stay. Patient Financial Services - Customer Service representatives can help patients apply for financial assistance, understand their bills, explain what they can expect during the billing process, accept payment (if needed), update their insurance or payor information, and update their address or other demographics. A summary of the financial assistance policy is printed on the back of each patient statement, while the financial assistance application is mailed to all uninsured IU Health patients at the conclusion of their treatment along with a summary of the incurred charges. Additionally, on the back of each patient statement is a phone number that will allow patients the ability to request financial assistance. Uninsured patients are also made aware of this process at the time of registration.
Schedule H, Part VI Line 4 - Community Information IU Health (including IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, IU Health West Hospital, and IU Health North Hospital) serves a large geographic area including patients from Marion County (69%), eight surrounding counties (Boone, Hamilton, Hancock, Hendricks, Johnson, Morgan, Shelby, and Madison) (31%). Of IU Health's total patient base, 3% of patients were from out of state. IU Health also monitors and classifies its inpatient cases by gender, age, and race. Overall, IU Health's patient base is 8% inpatient and 92% outpatient. Overall, 60% and 40% of all IU Health inpatients and outpatients combined were female and male, respectively. The race of IU Health inpatients and outpatients overall was White (71%), Black (21%), Hispanic (3%), other (3%), Asian (0%). Additionally, 52.08% of inpatient and outpatient cases in 2010 were covered by government-sponsored health care plans (Medicaid 23%), Medicare (24%) and other (2%).
Schedule H, Part VI Line 5 - Promotion of Community Health As an academic medical center, IU Health and IU School of Medicine work together to train physicians in an exceptional environment, blending breakthrough research and treatments with the highest quality of patient care. In 2010, more than 1,000 residents and fellows received training in IU Health hospitals. IU Health is committed to improving the health and safety of the communities it serves across Indiana. From bike helmet fittings to cancer support groups to diabetes risk screenings, we bring our unique and state-of-the-art resources beyond the hospital doors and onto the front steps of Indiana communities. With more than $12 million invested in high-quality and impactful initiatives to address community health needs, IU Health is helping Indiana residents improve their health and their quality of life. In 2010, IU Health impacted over 43,000 people through presentations, health risk screenings, school health education programs, and additional educational opportunities made available to the community, especially to community members in the greatest need of such services. IU Health also performed thousands of health screenings and identified more than 2,000 people as high risk for a variety of diseases, including heart disease, stroke and diabetes. High-risk individuals received follow-up and education to provide the resources they need to lead them on the road to improved health. In 2010, IU Health also invested thousands of hours and dollars in school systems to help students improve their health and practice safe habits. IU Health's educators visited classrooms from the cities all across the state, teaching students the importance of a healthy lifestyle and providing tools to make it a reality. Because an overweight child has an 80 percent chance of becoming an overweight adult, it's critical for today's youth to practice healthy habits, such as engaging in active play for 60 minutes a day and making healthy food choices.
Schedule H, Part VI Line 6 - Affiliated Health Care System Indiana University Health continues to broaden its reach and positive impact throughout the state of Indiana. Indiana University Health is Indiana's most comprehensive healthcare system. A unique partnership with Indiana University School of Medicine, one of the nation's leading medical schools, gives patients access to innovative treatments and therapies. IU Health is comprised of hospitals, physicians and allied services dedicated to providing preeminent care throughout Indiana and beyond. IU Health Physicians is a collaborative partnership with Indiana University Health and Indiana University School of Medicine, which is comprised of more than 500 board-certified or board-eligible physicians, 70 locations statewide and more than 1,000 staff, including 170 advanced practice providers. National Recognition -Eleven clinical programs ranked among the top 50 national programs in U.S. News & World Report's 2010-11 Edition of America's Best Hospitals. -Eight specialty programs at Riley Hospital for Children at IU Health ranked among the top 30 children's hospitals in the nation. -Six hospitals designated as Magnet hospital systems by the American Nurses Credentialing Center recognizing excellence in nursing care. Education and Research As an academic health center, IU Health works in partnership with Indiana University School of Medicine to train physicians, blending breakthrough research and treatments with the highest quality of patient care. Research conducted by Indiana University School of Medicine faculty gives IU Health physicians and patients access to the most leading-edge and comprehensive treatment options. IU Health is part of a health system that includes IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, IU Health West Hospital, IU Health North Hospital, IU Health Ball Memorial, IU Health Blackford Hospital, IU Health Bloomington Hospital, IU Health Paoli Hospital, IU Health Bedford Hospital, IU Health Tipton Hospital, IU Health La Porte Hospital, IU Health Starke Hospital, and IU Health Goshen Hospital. Although each IU Health hospital prepares and submits its own community benefits plan relative to the local community, IU Health considers its community benefit plan as part of an overall vision for strengthening Indiana's overall health. A comprehensive three-prong community outreach strategy and community benefit plan is in place that encompasses the academic medical center downtown Indianapolis, suburban Indianapolis and statewide entities around priority areas that focus on health improvement efforts statewide. IU Health is keenly aware of the positive impact it can have on the communities of need in the state of Indiana by focusing on the most pressing needs in a systematic and strategic way. IU Health identified the following community health needs after examining its community and utilizing the detailed community needs assessments undertaken by public health officials and community partners. Obesity Prevention To improve the lifestyle of Indiana residents, IU Health has utilized best practice methods to attack obesity in our communities. IU Health is working to improve access to nutritious foods and physical activity in low-income neighborhoods, in addition to providing traditional health education and public advocacy efforts. With these initiatives, IU Health strives to prevent chronic diseases such as obesity and diabetes and increase the awareness of the importance of making healthy choices, since Thirty-six percent of Hoosier adults are overweight and 29.5% are obese, costing the nation billions of dollars each year. Access to Affordable Healthcare One of the first steps to improved health outcomes is having access to healthcare resources. A recent study out of Oregon indicated that people with health insurance were 25% more likely to report their health as good or excellent, 60% more likely to have a mammogram, 20% more likely to have their cholesterol checked and 25% less likely to have a bill sent to a collection agency than those without insurance. To show its commitment to providing affordable healthcare access, IU Health treats all patients regardless of their ability to pay. IU Health is also working to raise awareness and work to identify individuals within our communities that have barriers to care and connect these individuals with better access and consistency of healthcare resources to meet their needs. Injury Prevention IU Health strives to create safe communities by helping to reduce preventable injuries such as bicycle, motor vehicle, and fall related injuries, as injuries are the leading cause of death for people 1 - 44 years old. The CDC reports 160,000 people die and 50 million people are injured each year, costing over $80 billion in medical costs. IU Health works to provide the necessary tools, such as helmets and education to communities of need to prevent injuries for youth and adults. Additionally, IU Health supports the advocacy of policies, such as the texting while driving ban, to help provide infrastructure to instill the awareness of injury prevention in our communities.
STATE FILING OF COMMUNITY BENEFIT REPORT 990 SCHEDULE H, PART VI IN,
Schedule H (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
F/K/A CLARIAN HEALTH PARTNERS INC
Employer identification number
35-1955872
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) HEALTHNET INC3401 RAYMOND STREET
INDIANAPOLIS,IN46203 		35-1579827 501(C)(3) 688,527 0 N/A N/A GENERAL SUPPORT
(2) INDIANA SPORTS CORPORATION201 S CAPITOL AVE
INDIANAPOLIS,IN46225 		31-0975117 501(C)(3) 123,000 0 N/A N/A GENERAL SUPPORT
(3) INDIANAPOLIS DOWNTOWN INC111 MONUMENT CIRCLE
INDIANAPOLIS,IN46204 		35-1877771 501(C)(3) 30,000 0 N/A N/A GENERAL SUPPORT
(4) METHODIST RESEARCH INSTITUTE INC950 N MERIDIAN ST
INDIANAPOLIS,IN46204 		35-1007590 501(C)(3) 3,614,006 0 N/A N/A GENERAL SUPPORT
(5) INDIANAPOLIS MEDICAL SOCIETY FOUNDATION INC631 E NEW YORK ST
INDIANAPOLIS,IN46202 		35-1810091 501(C)(3) 25,000 0 N/A N/A GENERAL SUPPORT
(6) INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION120 WALNUT STREET
INDIANAPOLIS,IN46204 		31-1103966 501(C)(3) 10,000 0 N/A N/A GENERAL SUPPORT
(7) INDIANA UNIVERSITY401 E 7TH STREET
BLOOMINGTON,IN47405 		35-6001673 501(C)(3) 16,211,867 0 N/A N/A ACADEMIC SUPPORT
(8) CLARIAN TRANSPLANT INSTITUTE INC950 N MERIDIAN ST
INDIANAPOLIS,IN46204 		13-4350599 501(C)(3) 999,996 0 N/A N/A GENERAL SUPPORT
(9) AMERICAN DIABETES ASSOCIATION1701 N BEAUREGARD ST
ALEXANDRIA,VA22311 		13-1623888 501(C)(3) 12,000 0 N/A N/A GENERAL SUPPORT
(10) INDIANAPOLIS PARKS FOUNDATION INC615 N ALABAMA ST
INDIANAPOLIS,IN46204 		35-1860468 501(C)(3) 156,500 0 N/A N/A GENERAL SUPPORT
(11) RUTH LILLY HEALTH EDUCATION CENTER2055 N SENATE AVE
INDIANAPOLIS,IN46202 		31-1071836 501(C)(3) 25,000 0 N/A N/A GENERAL SUPPORT
(12) LITTLE RED DOOR CANCER AGENCY INC1801 N MERIDIAN ST
INDIANAPOLIS,IN46202 		35-0914096 501(C)(3) 245,887 0 N/A N/A GENERAL SUPPORT
(13) 500 FESTIVAL INC21 VIRGINIA AVE
INDIANAPOLIS,IN46204 		35-1004320 501(C)(4) 12,000 0 N/A N/A GENERAL SUPPORT
(14) HEALTHCARE OPTIONS INC10 EMORY STREET
ATTLEBORO,MA02703 		22-2543620 501(C)(3) 7,500 0 N/A N/A GENERAL SUPPORT
(15) HORATIO ALGER ASSN OF DISTINGUISHED AMERICANS INC99 CANAL CENTER PLAZA
ALEXANDRIA,VA22314 		13-1669975 501(C)(3) 7,000 0 N/A N/A GENERAL SUPPORT
(16) INDIANA UNIVERSITY FOUNDATIONPO BOX 500
BLOOMINGTON,IN47402 		35-6018940 501(C)(3) 258,300 0 N/A N/A GENERAL SUPPORT
(17) THE MIND TRUST INC407 N FULTON STREET
INDIANAPOLIS,IN46202 		20-4560286 501(C)(3) 75,000 0 N/A N/A GENERAL SUPPORT
(18) NEAR NORTH DEVELOPMENT CORPORATION2123 N MERIDIAN STREET
INDIANAPOLISI,IN46202 		35-1427889 501(C)(3) 30,350 0 N/A N/A GENERAL SUPPORT
(19) NAACP - GREATER INDIANAPOLIS BRANCH 3053300 E FALL CREEK
INDIANAPOLIS,IN46205 		13-1084135 501(C)(3) 10,000 0 N/A N/A GENERAL SUPPORT
(20) BLACK NURSES ASSOCIATION OF INDIANAPOLIS3737 N MERIDIAN STREET
INDIANAPOLIS,IN46208 		16-1750583 501(C)(3) 8,854 0 N/A N/A GENERAL SUPPORT
(21) NURSING 20009302 NORTH MERIDIAN 365
INDIANAPOLIS,IN46260 		35-1762201 501(C)(3) 10,000 0 N/A N/A GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
20
3
Enter total number of other organizations ................................ . Bullet Image
1
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Schedule I, Part I Line 2 - Monitoring the Use of Grant Funds Although Indiana University Health, Inc. does not monitor the use of grant funds once distributed, through due diligence the organization has reasonably confirmed that the entities to which the contributions are made are highly reputable in the community and use the funds for the purpose intended.
Schedule I (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 INC
F/K/A CLARIAN HEALTH PARTNERS INC
Employer identification number

35-1955872
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
Yes
 
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
Yes
 
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
Yes
 
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) DANIEL F EVANS JR (i)
(ii)		 981,359
0 		215,358
0 		55,929
0 		804,785
0 		23,348
0 		2,080,779
0 		0
0
(2) JAMES E LINGEMAN MD (i)
(ii)		 26,500
722,697 		0
0 		0
19,272 		0
21,296 		0
25,056 		26,500
788,321 		0
0
(3) MARVIN G PEMBER (i)
(ii)		 593,770
0 		222,745
0 		48,124
0 		491,577
0 		24,746
0 		1,380,962
0 		0
0
(4) NORMAN G TABLER JR (i)
(ii)		 367,950
0 		132,127
0 		84,602
0 		20,652
0 		7,974
0 		613,305
0 		0
0
(5) RICHARD F GRAFFIS MD (i)
(ii)		 467,561
0 		185,997
0 		631,145
0 		20,652
0 		17,156
0 		1,322,511
0 		448,990
0
(6) SAMUEL L ODLE (i)
(ii)		 595,667
0 		222,722
0 		65,136
0 		366,446
0 		23,749
0 		1,273,720
0 		0
0
(7) LINDA Q EVERETT (i)
(ii)		 324,771
0 		124,023
0 		21,365
0 		90,273
0 		22,625
0 		583,057
0 		0
0
(8) DEBRA L UHL (i)
(ii)		 256,655
0 		0
0 		1,986
0 		20,652
0 		15,029
0 		294,322
0 		0
0
(9) LINDA CHASE (i)
(ii)		 110,736
0 		39,335
0 		90
0 		5,595
0 		6,082
0 		161,838
0 		0
0
(10) JOHN C KOHNE MD (i)
(ii)		 396,926
0 		39,600
0 		2,952
0 		92,653
0 		21,573
0 		553,704
0 		0
0
(11) DANIEL L FINK (i)
(ii)		 385,518
0 		107,219
0 		20,785
0 		91,537
0 		26,746
0 		631,805
0 		0
0
(12) JIM JORGENSON (i)
(ii)		 218,396
0 		0
0 		1,857
0 		18,524
0 		16,648
0 		255,425
0 		0
0
(13) DIANE J THOMPSON (i)
(ii)		 202,507
0 		10,250
0 		4,536
0 		17,044
0 		15,679
0 		250,016
0 		0
0
(14) MARILYN COX (i)
(ii)		 183,676
0 		69,794
0 		5,467
0 		132,367
0 		19,734
0 		411,038
0 		0
0
(15) RHONDA E SMITH (i)
(ii)		 145,858
0 		0
0 		66,836
0 		141,920
0 		23,007
0 		377,621
0 		0
0
(16) RICHARD S HELSPER (i)
(ii)		 1,500
218,665 		0
0 		120
49,384 		546
7,909 		0
165 		2,166
276,123 		0
532
(17) WOODROW A COREY MD (i)
(ii)		 753,463
111,515 		0
0 		13,640
2,669 		20,652
7,053 		19,015
3,762 		806,770
124,999 		0
0
(18) LAWRENCE S KLEIN MD (i)
(ii)		 734,439
0 		0
0 		16,958
0 		20,652
0 		14,975
0 		787,024
0 		0
0
(19) SAMI AASAR MD (i)
(ii)		 750,007
0 		0
0 		420
0 		20,652
0 		27,790
0 		798,869
0 		0
0
(20) EDWARD HARLAMERT MD (i)
(ii)		 746,415
0 		0
0 		966
0 		20,652
0 		27,790
0 		795,823
0 		0
0
(21) TALAL HAMDAN MD (i)
(ii)		 728,515
0 		0
0 		16,920
0 		20,652
0 		24,790
0 		790,877
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 1b - Gross-Up Payments and Personal Services Samuel L. Odle received financial planning services, of which the expense and the tax gross-up on the expense, were properly included on his Form W-2 as taxable wages. The financial planning services were approved by the Board of Directors for certain executives.
Schedule J, Part I Line 4a - Severance or Change-of-Control Payments Rhonda E. Smith received 2010 severance of $65,938 from Indiana University Health, Inc. This amount is included in column b (iii), other reportable compensation. Included in column C, other deferred compensation, is $134,976 of deferred compensation and benefits. Richard S. Helsper received severance of $1,500 from Ball Memorial Hospital, Inc. This amount is included in column b (iii), other reportable compensation.
Schedule J, Part I Line 4b - Supplemental Nonqualified Retirement Plan Daniel F. Evans Jr., Marvin G. Pember, Norman G. Tabler, Jr., Richard F. Graffis, M.D., Samuel L. Odle, Linda Q. Everett, John C. Kohne, M.D., Daniel L. Fink, and Marilyn Cox participate in a supplemental executive retirement plan, provisions of which are designed to retain these critical employees. The plan provides for an additional retirement benefit for service through normal retirement or other key dates. If the executive leaves prior to retirement or other key dates, the benefit may be forfeited or reduced. Richard S. Helsper participates in a Ball Memorial Hospital, Inc. supplemental executive retirement plan, provisions of which are designed to retain critical employees. The plan provides for additional benefits 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 Norman G. Tabler, Jr. and 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 Norman G. Tabler, Jr. and Richard F. Graffis, M.D., $52,234 and $561,339, respectively, is included in column b(iii), other reportable compensation, representing the amount received under their 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 payments must be approved by the Committee on Personnel and Compensation and Board of Directors prior to any incentive payout.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
F/K/A CLARIAN HEALTH PARTNERS INC
Employer identification number
35-1955872
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
  		35-1611409 454795AM7 11-15-2005 328,425,000 2005ABCD SERIES BONDS - SEE PART V   X   X   X
B INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
  		35-1611409 45479RAH0 01-24-2006 325,003,005 2006A SERIES BONDS - SEE PART V   X   X   X
C INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
  		35-1611409 45479RBL0 09-14-2006 387,109,760 2006B SERIES BONDS - SEE PART V   X   X   X
D INDIANA FINANCE AUTHORITY
  		35-1602316 45471AAD4 09-11-2008 170,960,000 2008ABCD SERIES BONDS - SEE PART V   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 23,475,000 0 20,830,000 57,230,000
2 Amount of bonds defeased . . . . 0 0 0 0
3 Total proceeds of issue . . . . 328,425,000 348,013,874 388,586,019 170,960,000
4 Gross proceeds in reserve funds . . 0 0 0 0
5 Capitalized interest from proceeds. 0 29,904,769 0 0
6 Proceeds in refunding escrow. . . . . 0 0 0 0
7 Issuance costs from proceeds . . . 3,039,647 1,947,719 2,286,019 1,920
8 Credit enhancement from proceeds. 6,475,031 0 0 0
9 Working capital expenditures from proceeds . . 0 0 0 0
10 Capital expenditures from proceeds . . 0 316,161,386 0 0
11 Other spent proceeds . . 0 0 0 0
12 Other unspent proceeds. . . 0 0 0 0
13 Year of substantial completion . . . 2007 2007
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X   X   X    
15 Were the bonds issued as part of an advance refunding issue? X     X   X   X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X   X   X   X  
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X   X  
b Are there any research agreements that may result in private business use of bond-financed property? . . X   X   X     X
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . .. . . . . . 0 % 0 % 0 % 0 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X     X   X X  
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue? X     X   X   X
b Name of provider . SEE PART V
  		 
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .   X   X   X   X
e Was a hedge terminated? .   X   X   X   X
4a Were gross proceeds invested in a GIC? .   X   X X     X
b Name of provider . SEE PART V
  		 
  		SEE PART V
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . X       X      
5 Were any gross proceeds invested beyond an available temporary period? . X   X     X   X
6 Did the bond issue qualify for an exception to rebate? . . .   X   X X     X
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K, Part I Lines A, B, C, and D - Column (f) Line A, Column (f) 2005ABCD Series Bonds The 2005ABCD series bonds were issued in order to refund the 1996A and 2000A series bonds. The 1996A and 2000A series bonds were issued on December 31, 1996 and November 21, 2000, respectively. Line B, Column (f) 2006A Series Bond The 2006A series bond was issued in order to provide funding for new construction of buildings and structures and purchase of equipment. Line C, Column (f) 2006B Series Bond The 2006B series bond was issued in order to refund the 1996BC, 2000BC, and 2003HI series bonds. The 1996BC, 2000BC, and 2003HI series bonds were issued on December 31, 1996, November 21, 2000, and August 12, 2003, respectively. Line D, Column (f) 2008ABCD Series Bonds The 2008ABCD series bonds were issued in order to refund the 2003ABCD series bonds. The 2003ABCD series bonds were issued on June 26, 2003. Line A, Column (f) 2010 Tax-Exempt Lease The 2010 Tax-Exempt Lease was issued to provide funding for critical care aircraft.
Schedule K, Part III Lines 4, 5, and 6 - Private Business Use Percentages Indiana University Health, Inc. generally only finances a portion of each project with tax-exempt bonds.
Schedule K, Part IV, Column A Line 3 b & c - Name of Provider and Term of Hedge Swap for 2005A with Merrill Lynch Capital Services, Inc. with a term of 16.3 years. Swap for 2005B with Citigroup Financial Products, Inc. with a term of 16.3 years. Swap for 2005C with Merrill Lynch Capital Services, Inc. with a term of 25.3 years. Swap for 2005D with Citigroup Financial Products, inc. with a term of 25.3 years.
Schedule K, Part IV, Column C Line 4 b & c - Name of Provider and Term of GIC GIC provided by Citigroup Financial Products, Inc. with a term of 0.3 years.
Schedule K (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 INC
F/K/A CLARIAN HEALTH PARTNERS INC
Employer identification number

35-1955872
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 35,741,284 SEE PART V   No
(2) CLARIAN HEALTH WEST LLC SEE PART V 24,608,373 SEE PART V   No
(3) CLARIAN HEALTH PLANS INC SEE PART V 76,642,901 SEE PART V   No
(4) CLARIAN HEALTH RISK RETENTION GROUP SEE PART V 11,135,841 SEE PART V   No
(5) IUH ASSURANCE LTD SEE PART V 5,950,113 SEE PART V   No
(6) CLARIAN HEALTH VENTURES FUND I LLC SEE PART V 624,996 SEE PART V   No
(7) INDIANA ENDOSCOPY CENTERS LLC SEE PART V 1,468,597 SEE PART V   No
(8) ROC SURGERY LLC SEE PART V 462,097 SEE PART V   No
(9) SENATE STREET SURGERY CENTER LLC SEE PART V 2,509,110 SEE PART V   No
(10) CARDINAL HEALTH INITIATIVES LLC SEE PART V 428,414 SEE PART V   No
(11) CHV CAPITAL INC SEE PART V 100,954 SEE PART V   No
(12) EAGLE HIGHLANDS SURGERY CENTER LLC SEE PART V 2,456,808 SEE PART V   No
(13) HEALTH VENTURE MANAGEMENT LLC SEE PART V 2,257,689 SEE PART V   No
(14) TOWER SURGICAL INC SEE PART V 1,195,146 SEE PART V   No
(15) HILL-ROM HOLDINGS INC SEE PART V 3,740,078 SEE PART V   No
(16) JUSTIN K HELSPER SEE PART V 24,647 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 Daniel F. Evans, Jr. and Samuel L. Odle serve on the board of managers of Clarian Health North, LLC. IU Health has made an interest-bearing loan to Clarian Health North, LLC on an arm's length basis. IU Health and Clarian Health North, LLC also perform services for each other and are compensated for such services on an arm's length basis. Additionally, Clarian Health North, LLC pays rent to IU Health on an arm's length basis. Marvin G. Pember is an officer and serves on the board of managers and Daniel F. Evans, Jr. and Samuel L. Odle serve on the board of managers of Clarian Health West, LLC. IU Health has made an interest-bearing loan to Clarian Health West, LLC on an arm's length basis. IU Health and Clarian Health West, LLC also perform services for each other and are compensated for such services on an arm's length basis. Additionally, Clarian Health West, LLC pays rent to IU Health on an arm's length basis. Norman G. Tabler, Jr. is an officer and serves on the board of directors and Marvin G. Pember serves on the board of directors of Clarian Health Plans, Inc. IU Health performs services for Clarian Health Plans, Inc. and is compensated for such services on an arm's length basis. Additionally, IU Health receives capitated payments from Clarian Health Plans, Inc. Additionally, Clarian Health Plans, Inc. pays rent to IU Health on an arm's length basis. Norman G. Tabler, Jr. is an officer and serves on the board of directors and Marvin G. Pember serves on the board of directors of Clarian Health Risk Retention Group, Inc. IU Health performs services for Clarian Health Risk Retention Group, Inc. and is compensated for such services on an arm's length basis. Additionally, IU Health purchases insurance from Clarian Health Risk Retention Group, Inc. on an arm's length basis. Norman G. Tabler, Jr. is an officer and serves on the board of directors and Marvin G. Pember serves on the board of directors of IUH Assurance, Ltd. IU Health purchases insurance from IUH Assurance, Ltd. on an arm's length basis. Daniel F. Evans, Jr. serves on the board of managers of Clarian Health Ventures Fund I, LLC. Clarian Health Ventures Fund I, LLC provides investment management services to IU Health and is compensated for such services on an arm's length basis. Rhonda E. Smith serves on the board of managers of Indiana Endoscopy Centers, LLC. IU Health performs services for Indiana Endoscopy Centers, LLC and is compensated for such services on an arm's length basis. Daniel L. Fink serves on the board of managers of ROC Surgery, LLC. IU Health performs services for ROC Surgery, LLC and is compensated for such services on an arm's length basis. Additionally, ROC Surgery, LLC pays rent to IU Health on an arm's length basis. Linda Everett and John C. Kohne, M.D. serve on the board of managers of Senate Street Surgery Center, LLC. IU Health performs services for Senate Street Surgery Center, LLC and is compensated for such services on an arm's length basis. Additionally, Senate Street Surgery Center, LLC pays rent to IU Health on an arm's length basis. Richard S. Helsper serves on the board of managers of Cardinal Health Initiatives, LLC. IU Health performs services for Cardinal Health Initiatives, LLC and is compensated for such services on an arm's length basis. Daniel F. Evans, Jr. serves on the board of directors of CHV Capital, Inc. IU Health performs services for CHV Capital, Inc. and is compensated for such services on an arm's length basis. Additionally, CHV Capital, Inc. pays rent to IU Health on an arm's length basis. Marvin G. Pember and Norman G. Tabler, Jr. serve on the board of managers of Eagle Highlands Surgery Center, LLC. IU Health performs services for Eagle Highlands Surgery Center, LLC and is compensated for such services on an arm's length basis. Additionally, Eagle Highlands Surgery Center, LLC pays rent to IU Health on an arm's length basis. Marvin G. Pember and John C. Kohne, M.D. serve on the board of managers of Health Venture Management, LLC. IU Health performs services for Health Venture Management, LLC and is compensated for such services on an arm's length basis. Additionally, Health Venture Management, LLC performs services for IU Health and is compensated for such services on an arm's length basis. Richard F. Graffis, M.D. is an officer and employee of Tower Surgical, Inc. Certain physician employees of Tower Surgical, Inc. provide trauma call services for IU Health Methodist Hospital. IU Health paid Tower Surgical, Inc. for services provided during the normal course of business on an arm's length basis. Charles E. Golden serves on the board of directors of Hill-Rom Holdings, Inc. From time to time, IU Health purchases products from Hill-Rom during the ordinary course of business on an arm's length basis. Justin K. Helsper, the son of Richard S. Helsper, a former key employee of the organization, serves and is compensated as an employee of the organization.
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 INC
F/K/A CLARIAN HEALTH PARTNERS INC
Employer identification number

35-1955872
Identifier Return Reference Explanation
Part III, Line 4a Statement of Program Service Accomplishments The Indiana University Health System Indiana University Health, Inc. ("IU Health") is Indiana's most comprehensive academic medical center and one of the busiest hospital systems in the United States. Based in Indianapolis, IU Health's impact spans across the state through a network of more than 20 hospitals and health centers that encompasses partners, affiliates and joint venture operations. A cornerstone of IU Health's excellence is its partnership with the Indiana University School of Medicine, the nation's second largest medical school and a global leader in medical education and research. More than half of the Indiana University School of Medicine's 970 physicians practice, supervise, and teach residents and fellows at one of IU Health's hospitals. Additional state-of-the-art training is provided in a 30,000-square-foot Simulation Center that opened in 2009 and is made available to the community. IU Health's focus on quality medical care, attention to ethical and spiritual practice, and community service is further strengthened by its association with the Indiana Conference of the United Methodist Church. IU Health's status as a conference related unit of the Indiana Conferences, which rests in its heritage and core values, forms the patient care delivered throughout IU Health facilities. IU Health facilities bring unique assets to the communities that they serve. Indiana's first accredited Heart Failure Institute is housed at IU Health Methodist Hospital in Indianapolis. IU Health Methodist Hospital is also home to one of only two Level 1 Adult Trauma Centers in the state, while Riley Hospital for Children at IU Health is Indiana's only Level 1 Pediatric Trauma Center. IU Health Transplant is the nation's fifth largest transplant center. IU Health is recognized nationally for its excellence in patient care and quality. Five hospitals within the IU Health hospital system, including those in Goshen, La Porte, and three in Indianapolis have achieved Magnet status - the gold standard for nursing excellence. The University Health System Consortium ranked Methodist Hospital first among academic medical centers, awarding it the prestigious Quality Leadership Award in recognition for excellence in delivering high quality care. Additionally, sixteen adult and pediatric specialty programs were ranked among the nation's best by U.S. News and World Report. In 2010, IU Health's 22,000 healthcare professionals served patients through more than 115,000 admissions, over 100,000 surgical procedures and close to 2 million outpatient visits. Approximately 4,200 patients participated in IU Health's 2,600 clinical trials. IU Health's Commitment to Indiana Residents in Need Communities are multifaceted and so are their health needs. IU Health understands that the health of individuals and communities are shaped by various social and environmental factors, along with health behaviors and additional influences. After taking a careful look into IU Health's communities and reviewing detailed community needs assessments undertaken by organizations such as the County Health Departments, the Indiana State Department of Health, the Centers for Disease Control and Prevention and the United Way of Central Indiana, IU Health identified the following community health needs. Obesity Prevention To improve the lifestyle of Indiana residents, IU Health has utilized best practice methods to attack obesity in our communities. IU Health is working to improve access to nutritious foods and physical activity in low-income neighborhoods, in addition to providing traditional health education and public advocacy efforts. With these initiatives, IU Health strives to prevent chronic diseases such as heart disease and diabetes and increase the likelihood of Indiana residents to make healthy choices. Access to Affordable Healthcare One of the first steps to improved health outcomes is having access to healthcare resources. To show our commitment to providing affordable healthcare access, IU Health treats all patients regardless of their ability to pay. IU Health is also working to raise awareness and working to identify individuals within our communities that have barriers to care and connect these individuals with better access and consistency of healthcare resources to meet their needs. Injury Prevention Because injuries are the leading cause of death for children and young adults, IU Health strives to create safe communities by helping to reduce preventable injuries such as bicycle, motor vehicle, and fall related injuries. IU Health works to provide the necessary tools, such as helmets and education to communities of need to prevent injuries for youth and adults. Additionally, IU Health supports the advocacy of policies, such as the texting while driving ban, developing infrastructure to prevent injuries in our communities. These community health challenges, described in greater detail in the coming pages, were not created over night, nor will they be solved in just one year. Therefore, these three areas remain the focus of IU Health's community outreach investments in 2011 as we endeavor to make a meaningful impact in these areas. To better understand our communities' needs and to meet a requirement of the Patient Protection & Affordable Care Act, IU Health is currently in the process of conducting in-depth Community Health Needs Assessments in each of our communities. The results of these assessments will help to guide our community investments in future years. IU Health: Community Benefit Impact Every day, IU Health shows its commitment to the health of our communities by carrying out its mission to improve the health of our patients and communities through innovation and excellence in clinical care, education, research and service. Our service is not confined to the care provided within our hospitals, but extends to neighborhoods throughout Indiana where we work to improve community health and wellness by addressing identified needs. IU Health follows federal guidelines for defining community benefit and other community investments. Community benefits include financial assistance, unreimbursed costs of public programs such as Medicaid and the costs of certain other services which provide treatment or promote health and healing in response to identified community needs. In 2010 IU Health provided over $386 million dollars in community benefit efforts and investments in the community. Obesity Prevention Among the leading concerns facing Hoosiers is the alarming rise of "diabesity." "Diabesity" is a term we use to describe the closely-related epidemics of diabetes and obesity-diseases threatening both Indiana and the nation at large. Diabetes and obesity are linked to increased risk factors for a series of deadly and disabling complications that compromise the quality of life of Hoosiers across the state. Almost 30% of Hoosier children and 65% of adults are overweight or obese. That means that one in four Hoosiers-more than 1.7 million-are at risk for developing chronic diseases like diabetes, the seventh-leading cause of death in Indiana. But despite the bleak statistics, there is good news: Type 2 diabetes and obesity are two of the most preventable forms of illness. To help combat this sobering trend, IU Health launched innovative efforts to combat "diabesity" in our communities. Around the state, IU Health created opportunities for many Hoosiers to become more physically active by building playgrounds and making improvements to more than a dozen parks. IU Health brought nutritious foods to high-poverty communities by supporting farmers' markets and community gardens in underserved areas. Increased access to affordable produce and areas for physical activity that are within walking distance, is highly effective in combating obesity among our most vulnerable and disadvantaged populations.
Part III, Line 4a (Continued) Statement of Program Service Accomplishments In 2010, IU Health performed over 5,000 diabetes risk assessments to identify Hoosiers at risk for developing type 2 diabetes and referred more than 2,000 individuals for follow-up care at local IU Health Diabetes Centers. In Indianapolis and Lafayette and Bloomington, IU Health provided evidenced-based youth and family focused initiatives to improve healthy lifestyles. The Riley Health Club (RHC), a 12-week physical activity and nutrition-focused after-school program piloted at three Indianapolis Public Schools in 2010. Every overweight student that participated in the program experienced a decrease in body mass index over the course of the program. In Lafayette, parents and their teens encouraged each other to exercise and make healthier food choices through Power Over Pounds at IU Health Arnett Hospital. IU Health hospitals across the state engaged residents in community-wide health initiatives to promote physical activity and healthy lifestyles. In Muncie, IU Health Ball Memorial Hospital partnered with Walk Indiana, a walking program that encourages sedentary Muncie community members to establish a healthy and active lifestyle through monthly walks, community-based health screenings and a non-competitive marathon event. In Carmel and Bloomington, residents enrolled in IU Health programs that provided healthy cooking seminars, fitness classes, medical screenings, and tracking tools to measure progress on their health goals. As a part of a large-scale initiative to improve access to healthy food and safe places for physical activity, IU Health built three community gardens, enhanced 13 community parks and built a 2,500 square foot KaBOOM! playground in IU Health communities across the state during its 2010 Day of Community Service. Eat This? Walk That! Funneling through the main admission gate over two weeks last August, 900,000 Indiana State Fair visitors were once again tempted by the aroma of smoked jumbo turkey legs and elephant ears dusted with powdered sugar. But for those looking for a more nutritious option, IU Health offered healthy alternatives at the Farmers' Market Caf. Guests could purchase entrees made with fresh Indiana produce and feel a bit lighter during their stay at the Fair. IU Health also offered an interactive experience for attendees looking to enjoy their favorite fair items, while sticking to their nutritional goals. At Eat This? Walk That! Booth in the IU Health Zone, participants learned how many minutes of activity it would take to burn off the calories in their favorite fair foods-two hours for a fried Twinkie, for instance, and more than five hours for a jumbo turkey leg! Additionally, at the Riley Fun Park, IU Health volunteers offered youth BMI screenings and provided information about how families can work together to fight obesity, while Indiana's First Lady Cheri Daniels showed the public how easy it is to get moving in the two-mile Heartland Walk for Health supported by IU Health Cardiovascular. Access to Affordable Healthcare The number of uninsured Americans is reaching the 50 million mark, or about 15 percent of our country's population. The percentage of uninsured individuals under 65 in Indiana is on the rise, growing from 10% to 13% in recent years. On any given day, more than 550,000 Hoosiers are without health insurance. In carrying out its core mission, IU Health brings the most advanced patient care to the people who need it, regardless of their ability to pay. In 2010, IU Health provided more than $78 million in financial assistance-free or reduced-cost medical care delivered to low-income individuals who might not otherwise receive it-and more than $125 million in unreimbursed Medicaid. To increase access to affordable healthcare, especially to underserved populations, IU Health provided a number of initiatives in 2010. IU Health Access to Affordable Healthcare Highlights Indianapolis residents participating in IU Health-sponsored diabetes risk assessments were screened for insurance coverage; uninsured persons who met income criteria were assisted in applying to the Healthy Indiana Plan (HIP), which provides low-cost health insurance for lower-income adults. Staff at the IU Health HIP Enrollment Center educated eligible individuals on the advantages of health insurance, assisted them in completing HIP enrollment applications and worked with state officials on application approval. To provide local residents access to discounted heart and vascular screenings, IU Health La Porte Hospital staff performed a series of tests including EKG, weight, blood pressure, fasting blood sugar and lipid profile, Framingham Risk Analysis and Metabolic Syndrome via the Heart Cart Mobile Screening equipment. A cardiovascular nurse navigator also met individually with participants to discuss results and ensure individuals received appropriate follow-up. In Indianapolis, Bloomington and Paoli, IU Health supported several free and low-cost clinics for people in need. Injury Prevention Unintentional injuries are the leading cause of death for individuals age 1-44. As Indiana's largest health care provider and home of two of Indiana's three Level I Trauma Centers-IU Health Methodist Hospital and Riley Hospital for Children at IU Health-these statistics hit close to home. IU Health has activated a series of community outreach initiatives aimed at making IU Health communities across the state safer for the people we serve. IU Health is committed to providing community education and programming in the following areas: Child Passenger Safety Bicycle and Pedestrian Safety Falls Prevention IU Health Injury Prevention Highlights At Riley Safety Stores in downtown Indianapolis, IU Health Tipton Hospital, and at IU Health Arnett Hospital in Lafayette, Child Passenger Safety Technicians offered free inspections of infant and child car seats. During the 45-minute checkups, technicians ensured that seats were appropriate and correctly installed for their child's age, size and weight, making recommendations for poor-fitting seats. Special events throughout the year provided free car seats to families in need. Bicycle safety and helmet fittings were provided across the state to children aimed at preventing injuries. In Tipton and Indianapolis, several hundred 5 to 12 year olds rode around bicycle safety courses to experience and learn about bike and pedestrian safety skills, maintenance, bike helmets and protective gear. In Bloomington, every third and fourth grader in six elementary schools was provided a free bicycle helmet and education by IU Health Bloomington Hospital. IU Health LaPorte Hospital provided low-cost emergency call devices monitored by emergency room staff to equip senior community members at-risk for falling with a helpful safety tool. These safety devices can help provide seniors the emergency help they might need when a hazardous fall occurs in the home. IU Health Provides Open Arms to Those in Need Financial assistance and Unreimbursed Costs Project Health was established five years ago by the Indianapolis Medical Society and provides care at no cost to Marion County residents who lack health care but don't qualify for public health programs. IU Health has contributed over 2 million dollars to Project Health by providing the time and expertise of specialty physicians. IU Health treats all patients who come to us seeking care, regardless of their ability to pay. Our financial assistance program helps uninsured, low-income and medically indigent patients have access to the quality treatment they need. In 2010, IU Health provided over $78 million of quality care at no charge to over 40,000 patients experiencing financial burden.
Part III, Line 4a (Continued) Statement of Program Service Accomplishments Quality Care & Coverage Financial assistance, sometimes referred to as financial assistance, is defined as providing medical care for free or at reduced-cost to low-income individuals. IU Health has an expansive financial assistance program, which utilizes federal poverty guidelines to determine eligibility; making access to care within a patient's reach. Although there are some variations in the financial assistance provided by hospitals in the IU Health system, generally, the IU Health financial assistance program provides the following support to patients that qualify. Free care for those earning up to 200 percent of federal poverty guidelines; Discounted care on a sliding scale for families earning from 200 to 400 percent of federal poverty guidelines and Free care to patients whose health insurance coverage, if any, does not provide full coverage for all of their medical expenses and whose medical expenses would make them indigent if they were forced to pay full charges. IU Health patients receive information about IU Health's financial assistance at registration, and on billing statements that explain that patients with limited means may apply for financial support to help with the cost of their care. Unreimbursed costs In addition to quality health care at no charge, IU Health also provides benefit to the community by absorbing the unreimbursed costs from government-sponsored health care programs whose eligibility requirements are based on an applicant's income level, such as Medicaid, the Children's Health Insurance Program (CHIP), local and state government programs for low-income persons not eligible for Medicaid, and other programs to provide care for patients in need. Often, Medicaid payments do not cover the costs associated with delivering services, so we have to absorb the difference. These shortfalls aren't the result of inefficiencies or poor management-they are simply a discrepancy in what it costs us to provide the service and what the government will pay. In 2010, Medicaid and other means-tested programs shortfall constituted a substantial amount of IU Health's community benefit over $125 million. Healthy Indiana Plan (HIP) Enrollment Center In 2008, the IU Health HIP Enrollment Center was established to identify individuals that might qualify for the Healthy Indiana Plan (HIP), which provides low-cost health insurance for lower-income adults. In 2010, the IU Health Enrollment Center developed a referral system including 12 referral sources, including IU Health hospitals, IU Health-affiliated physician offices and clinics, HealthNet Health Centers, and other low-cost health centers to identify and assist over 1,300 patients with the application process; resulting in coverage for over 500 individuals. IU Health Delivers on its Promise to the Community Community Health Improvement Services Over the past 3 years, Northwest High School has been the beneficiary of the Indianapolis Public School PE Without Boundaries (PEP) grant in partnership with IU Health. The purpose of this program is to initiate, expand, and improve physical activity in high school physical education classes and encourage a lifestyle of physical activity for students. Before the PEP program the average time spent in physical activity during physical education class was less than 7 minutes, now students in PEP physical education classes are engaging in physical activity from 20 to 27 minutes. This initiative produced positive health outcomes, resulting in a 4.8 decrease in the BMI percentile from 76.5 to 71.7. IU Health is committed to improving the health and safety of the communities it serves across Indiana. From bike helmet fittings to cancer support groups to diabetes risk screenings, we bring our unique and state-of-the-art resources beyond the hospital doors and onto the front steps of Indiana communities. Making a Difference in our Neighborhoods With more than $10 million invested in high-quality and impactful initiatives to address community health needs; IU Health is helping Indiana residents improve their health and their quality of life. In 2010, IU Health impacted over 200,000 people statewide through presentations, health risk screenings, school health education programs, and additional educational opportunities made available to the community, especially to our community members in the greatest need of such services. Identifying Risks & Providing Resources IU Health performed thousands of health screenings and identified more than 2000 people as high risk for a variety of diseases, including heart disease, stroke and diabetes. High-risk individuals received follow-up and education to provide the resources they need and lead them on the road to improved health.
Part III, Line 4a (Continued) Statement of Program Service Accomplishments Changing Lives through Education In 2010, IU Health also invested thousands of hours and dollars in school systems to help students improve their health and practice safe habits. IU Health's educators visited classrooms from the cities all across the state, teaching students the importance of a healthy lifestyle and providing tools to make it a reality. Because an overweight child has an 80 percent chance of becoming an overweight adult, it's critical for today's youth to practice healthy habits, such as engaging in active play for 60 minutes a day and making healthy food choices. IU Health Educates Those Who Serve Health Professions Education Innovative Robotic Therapy for Children: An Innovative Partnership Suspended in a harness over a treadmill, a five-year-old girl pushes the robotic legs of the Lokomat Gait System, learning to improve control of her hips, knees and ankles. Housed in the new Robotic Rehabilitation Center, such equipment offered new hope last year for children with cerebral palsy and other movement disorders, whose impaired motor skills are difficult to treat with conventional occupational and physical therapy. The first of its kind in the state, the rehabilitation center is a collaborative effort between Riley Hospital for Children at IU Health, the Indiana University Department of Physical Therapy and IU Health Rehabilitation Services. This unique partnership provides an opportunity for students to enhance their skills as health professionals and better serve patients. "Our primary focus at Riley Hospital for Children at IU Health has been to provide outstanding patient care and service to Hoosier children and their families," said Daniel L. Fink, president and CEO of Riley Hospital for Children at IU Health. "This new center takes our commitment one step further and puts Riley-and Indiana-at the forefront of innovation as we look to improve the lives of children." "Robotic therapy is well documented in adults- particularly those recovering from strokes-but we are just beginning to use robotic equipment for children," says Dr. Greg Wilson, co-director of the Robotic Rehabilitation Center and a developmental pediatrician at Riley Hospital for Children at IU Health. "So far, the early results are very promising, and that makes this center and the research we're doing very exciting." As an academic medical center, IU Health and IU School of Medicine work together to train physicians in an exceptional environment, blending breakthrough research and treatments with the highest quality of patient care. In 2010, more than 1,000 residents and fellows received training in IU Health hospitals. For the fourth consecutive year, IU Health Methodist Hospital has again been recognized as one of the nation's best academic medical centers (AMC) by the University HealthSystem Consortium (UHC). "We work in close collaboration with IU Health to deliver quality, patient focused care," says D. Craig Brater, MD, dean of IU School of Medicine. "Educating our students and training our residents in such venues fosters a generation of physicians dedicated to patient-focused care with an emphasis on quality and accountability." IU Health encourages lifelong learning for physicians inside and outside of the IU Health system by providing continuing medical education (CME) courses every month, visiting professor programs, access to health information and resources. IU Health has robust educational partnerships and affiliations with organizations throughout Indiana and the country. The Indiana State Nurses Association, which is accredited by the Commission on Accreditation of the American Nurses Credentialing Center, has designated IU Health as an approved provider of continuing education courses. IU Health also offers pharmacy residency positions with Butler University and Purdue University, as well as specialty training positions. Each year, educators across the IU Health system collaborate to provide preeminent education. IU Health facilities provide clinical experiences for scores of colleges and universities throughout the United States. IU Health orients and develops nursing and patient care personnel for all specialties and professions and provides thousands of hours of continuing education every year. Specifically, IU Health annually trains hundreds of radiographers, surgical technologists, clinical laboratory scientists, clinical pastoral chaplains, EMS personnel, radiation therapists, unit secretaries, and nursing professionals to name just a few.
Part III, Line 4a (Continued) Statement of Program Service Accomplishments IU Health Provides Care to Reduce the Burden Subsidized Health Services Central Indiana Council on Aging's Safe at Home Day Benefits Near-Westside Indianapolis Seniors As a nonprofit organization, IU Health is committed to providing access to essential healthcare services, even when it costs more to provide these services than we will ever recover. These vital functions include burn units, emergency and trauma services, behavioral health services, hospice and home visiting programs. Trauma services Traumatic injuries often require complex and multi-disciplinary treatment, including surgery, in order to give patients the best possible chance for survival and recovery. In order to qualify as a Level I trauma center, the highest trauma designation, a hospital must meet stringent criteria established by the American College of Surgeons. IU Health operates the state's only Level I pediatric trauma center at Riley Hospital for Children at IU Health and one of only two adult Level I trauma centers in Indiana at IU Health Methodist Hospital. Annually, Riley Hospital for Children at IU Health treats over 25,000 pediatric patients in the emergency room, and Methodist Hospital's treats more than 100,000 emergency patients, providing state-of-the-art, lifesaving care to the most critically injured in the state. Behavioral Health The IU Health Behavioral Care Center offers a wide range of services to assure each patient's total well-being, not just their physical well-being. IU Health's Behavioral Health services include assessment and diagnosis, inpatient and outpatient psychiatric care, chemical dependency treatment and consultation. With services covering everyone from children through older adults, and with care available in facilities conveniently located around Indianapolis, to make it easy to get the help needed to regain enjoyment of life. For over 40 years, Buchanan Counseling Center has provided pastoral counseling and psychological services in an out-patient setting. Counselors are educated and trained in theology, psychology, mental health counseling and a wide variety of treatment modalities. The Buchanan Counseling Center is a unique environment where the integration faith and spirituality promotes wholeness, and physical and spiritual well-being. Hospice At IU Health Hospice care is provided for any person with a life-limiting illness and a life expectancy of six months or less. Patients are referred through a variety of resources, including physician recommendation. IU Health Hospice also includes institutional board-reviewed clinical research regarding end-of-life care. Our dedication to research helps advance hospice care knowledge and procedures to improve the quality of care for patients and families. When medical care cannot offer a cure, the IU Health Hospice team makes patients comfortable and relieves their symptoms and pain. Hospice care is provided by a specially trained interdisciplinary team. Care includes nursing visits, respite care, pharmaceutical services, medical social work, spiritual care and counseling services, including system management, 24-hour on-call support, family support & education and more essential services. Our complementary and alternative services help improve the quality of life for hospice patients. Lifeline When a medical trauma occurs, the number one imperative is to get the patient to the best place for care. IU Health's LifeLine Critical Care Transport is the only hospital-based transport system affiliated with Level I trauma centers, equipped to handle every aspect of the most severe trauma. Last year, LifeLine ground ambulances traveled from South Bend to Evansville, from Richmond to central Illinois, bringing critically ill newborns, infants, children and adults to lifesaving medical care. LifeLine pilots also performed more than 1,500 flights, transporting patients with traumatic, cardiac, neurological and medical issues. In 2010, LifeLine expanded services in Lafayette and Muncie to ensure critical care transport for these communities while enabling IU Health Arnett Hospital and IU Health Ball Hospital to serve as regional critical care centers. Neonatal services To offer families more peace of mind, IU Health Arnett Hospital, joined IU Health Methodist Hospital, Riley Hospital for Children at IU Health, by opening a Riley Hospital for Children Level III Neonatal Intensive Care Unit (NICU) last year, providing such services as in-house neonatologists and shared electronic medical record platforms with Riley Hospital for Children at IU Health To help new parents make a healthy transition into their new roles, IU Health offered free follow-up home visits to mothers through its Home Connections program. In 2010, registered nurses connected with hundreds of mothers and babies, conducting newborn tests, answering questions and discussing topics such as home safety, pain management and medications, newborn feeding, breast care, and emotional issues. IU Health is Dedicated to Innovation and Advancing Medical Care Research In addition to its important partnership with the IU School of Medicine, IU Health wholly owns the Methodist Research Institute (MRI), a nonprofit institution that conducts basic, clinical and outcomes research aimed at improving hospital care, located on the IU Health Methodist Hospital campus. MRI is home to seven laboratories that explore medical issues to improve clinical outcomes, quality of life, and cost effective delivery of care for patients. IU Health medical staff engages and collaborates to generate and share new knowledge regarding the mechanisms and management of disease and the maintenance of health. IU Health is also a partner in the Indiana Clinical and Translational Sciences Institute (CTSI), which is a statewide collaboration of Indiana University, Purdue University and the University of Notre Dame, as well as public and private partnerships, which facilitates the translation of scientific discoveries in the lab into clinical trials and new patient treatments in Indiana and beyond. The goal of the ICTSI is to foster an infrastructure that promotes translation of basic laboratory and population based research into clinical trials and health practices to improve the health of the community. IU Health Enriches Hoosier Neighborhoods Community Building Activities IU Health leaders participate in a wide array of community-building activities that address the underlying quality of life in the communities IU Health serves. IU Health invests in economic development efforts across the state, collaborates with like-minded organizations through coalitions that address key issues, and advocates for improvements in the health status of vulnerable populations. In 2010, IU Health spent over a million dollars on community-building activities that served over 38,000 individuals in need. Coalition Building IU Health collaborates with organizations throughout Indiana to advance important causes connected to our mission. In 2010, we were involved in diverse coalitions, including a coalition whose mission is to protect Hoosier workers by eliminating secondhand smoke from local workplaces; supported several working groups committed to preventing domestic violence; joined forces with local partners to advance injury prevention activities; and collaborated with government agencies and community groups to fight obesity. Habitat for Humanity Habitat for Humanity of Greater Indianapolis is committed to eliminating poverty by providing simple, decent housing and making home ownership available to low-income families, most of whom have children and live in unsafe, overcrowded or substandard conditions. IU Health supports Habitat for Humanity's efforts financially and by providing a hundreds of volunteers to help build a home for a family in need, as IU Health recognizes that poverty increasing is recognized as perhaps the single most important risk factor for premature death and disability. KaBOOM! It's no secret that children are more overweight than ever. As reported in "Play Matters," children are actually gaining weight over summer break. the percentage of overweight children has doubled in the last 20 years, while the percentage of overweight teens has tripled. The barriers to play include increased screen time, reductions in school-based playtime, more traffic, less open space, run-down play areas, and caregivers' fears about safety. As children become more sedentary, the lack of play has serious consequences for health, education, and community development, and this is why IU Health launched a large-scale initiative to improve access to healthy food and safe places for physical activity, IU Health built three community gardens, enhanced 13 community parks and built a 2,500 square foot KaBOOM! playground in IU Health communities across the state during the 2010 Day of Community Service.
Part III, Line 4a (Continued) Statement of Program Service Accomplishments IU Health Strength that Cares Aligning with its mission of service, IU Health maintains an employee volunteer program - Strength That Cares, to foster a culture of volunteerism and social responsibility within the organization that positively impacts the health, development and well-being of employees and the communities it serves. Through the program, IU Health promotes employee awareness and participation in volunteer opportunities that serve identified community needs and enhances quality of life for all citizens. In addition to community-based volunteer opportunities, IU Health regularly supplies targeted opportunities for employees to engage in activities that support identified community outreach priorities. In 2010, more than 3,600 employees from IU Health hospitals statewide participated in IU Health Strength that Cares, logging more than 8,000 volunteer hours serving communities throughout central Indiana. In January 2010, IU Heath became a member of the Jefferson Awards Champions program creating the opportunity to recognize extraordinary employee volunteer efforts at a national level. In June, IU Health sent Jefferson Awards Champions winner, Patti Daviau, to represent the organization at the National Jefferson Awards Ceremonies in Washington, D.C. IU Health's First STATEWIDE DAY OF COMMUNITY SERVICE IU Health Strength that Cares experienced success early in 2009 with more than 225 employees and their families taking part in the first Day of Community Service. In 2010, the event expanded to a statewide day of community service. Over the course of 24 hours, from noon on June 4th until noon on June 5th of 2010, hundreds of IU Health volunteers from throughout the state participated in dozens of activities that left behind meaningful improvements in the community and supported IU Health's initiatives targeting obesity and diabetes. The IU Health Day of Community Service consisted of service opportunities and activities designed to increase access to safe places to engage in physical activity and to increase access to nutritious foods in high poverty areas. Specific projects included cleaning up and improving access to local parks, distributing free produce in high-poverty neighborhoods; building a playground and framing a new home and planting a vegetable garden for a fellow community member and IU Health employee. With these significant efforts, the IU Health Day of Community Service helped to bring attention to free community assets that aid Hoosiers in this fight against diabesity. "Through our Day of Community Service, IU Health employees will have diverse opportunities to help nonprofit organizations and community partners while leaving behind lasting improvements that reflect IU Health's commitment to the communities in which we live and work," says Daniel F. Evans, Jr., IU Health's president and chief executive officer. IU Health Methodist Hospital For more than 100 years, IU Health Methodist Hospital has provided state-of-the-art medical care in downtown Indianapolis. IU Health Methodist Hospital is nationally ranked for transplant care, orthopedic services and urology care and has an award-winning cardiac critical care unit. For the fourth consecutive year, IU Health Methodist Hospital has again been recognized as one of the nation's best academic medical centers (AMC) by the University HealthSystem Consortium (UHC). IU Health Methodist Hospital received the prestigious, national Quality Leadership Award in recognition for excellence in delivering high quality care, as measured by the UHC Quality and Accountability Study conducted annually since 2005. IU Health Methodist Hospital's receipt of the Quality Leadership Award points to IU Health's consistent focus on patient-centered care. "At IU Health, the patient really is at the center of all we do. Our patients, who come to us from across the globe, can be assured they are receiving high quality, leading-edge care," said Daniel F. Evans, Jr., president and chief executive officer. "We are honored and pleased that UHC has again recognized IU Health Methodist Hospital with this award for the fourth consecutive year." Community Benefits Highlight With more than 50 years of experience, the healthcare professionals at IU Health Diabetes & Endocrinology are experts in providing care to patients with diabetes and other serious disorders of the endocrine system, including thyroid disease, osteoporosis and pituitary tumors. Board certified endocrinologists and nurse practitioners at IU Health Diabetes & Endocrinology, along with certified diabetes educators at IU Health Diabetes Centers, provide a wide range of diagnostic, treatment and educational resources to help individuals learn more about their illness so they can better manage it and go on enjoying life. In 2010, over 8000 patients were provided education and guidance on how to manage their chronic disease most effectively. For those community members that needed more immediate assistance, the twenty-four hour nurse line provided guidance on health questions and concerns. Specially trained IU Health registered nurses assessed over 7000 patients and provided important information and support they needed to take the right next step.
Part III, Line 4a (Continued) Statement of Program Service Accomplishments Riley Hospital for Children at IU Health As one of the nation's leading pediatric hospitals and Indiana's first and only comprehensive hospital dedicated exclusively to the care of children, Riley Hospital for Children at IU Health has provided compassionate care, support and comfort to children and their families for 85 years. Riley Hospital for Children at IU Health has nationally ranked programs in neonatal intensive care and pediatric pulmonology care. The hospital also has been ranked number one in the United States in treating complex illnesses by the National Association of Children's Hospitals and Related Institutions (NACHRI). Each year, Riley Hospital for Children at IU Health and Riley Hospital for Children at IU Health North serve over 215,000 inpatients and outpatients from across Indiana, the nation and the world. Riley Hospital's partnership with IU Health, and its strong affiliation with the Indiana University School of Medicine, makes it the only comprehensive clinical resource for Indiana's children and the premiere source for health-related information for their parents. From simple care associated with the health and wellness of children and less complex specialty care to the most critically-ill and medically complex cases, Riley Hospital for Children at IU Health is a national leader. The 2010-11 Best Children's Hospitals, the most extensive listing of its kind, ranks hospitals in: cancer, diabetes and endocrinology, gastroenterology, heart and heart surgery, kidney, neonatology, neurology and neurosurgery, orthopedics, pulmonology, and urology. Riley Hospital for Children at IU Health's specialty programs recognized by U.S. News & World Report and their numerical rankings include: Urology, Pulmonology, Diabetes & Endocrinology, Neonatology, Gastroenterology, Heart & Heart Surgery, Neurology & Neurosurgery, & Cancer. IU Health University Hospital As a major teaching hospital and a recognized leader in technology, IU Health University Hospital offers people access to advanced treatments, therapies and procedures, many of which start in the Indiana University School of Medicine research laboratories. This collaboration has translated into such recognition as the ranking of the hospital's clinical programs throughout the year as among the best in the nation by U.S. News & World Report. Moreover, the expertise housed at the IU Health University Hospital is passed on to Indiana's future doctors, as more than half of the state's physicians are trained at IU Health University Hospital. Community Benefit Highlight Women with a relatively rare but an aggressive form of breast cancer may benefit from a unique tissue bank of normal breast tissue at the Indiana University Melvin and Bren Simon Cancer Center. Bryan Schneider, MD, and doctoral student Milan Radovich will study the underlying molecular underpinning of inflammatory breast cancer using cutting edge technology called Next Generation Sequencing with the support of a $50,000 grant from the Inflammatory Breast Cancer Research Foundation and the Milburn Foundation partnership. This work will capitalize on the ability to compare genetic abnormalities against normal breast tissue. "To identify the critical molecular changes that distinguish normal from malignant, and to detect the earliest indication of the transformation, researchers must be able to study normal breast cells," said Dr. Schneider, the recipient of the IBC grant. "Since 2005, hundreds of women have donated tissue to the Susan G. Komen for the Cure Tissue Bank at the IU Simon Cancer Center to make it possible for researchers to identify abnormalities in cells. We are hopeful that the information contained in the Bank will direct scientists to cures for the many forms of breast cancer." Dr. Schneider is an assistant professor of medicine at Indiana University School of Medicine and a researcher and clinician at the IU Simon Cancer Center. The Komen Tissue Bank is the largest and possibly only bank of normal breast tissue, blood and DNA in the nation. Dr. Schneider and colleagues hope to identify novel drug targets for inflammatory breast cancer, which typically affects the skin. Unlike other forms of breast cancer, inflammatory breast cancer frequently does not develop masses or tumors within the breast which makes detection by mammograms or ultrasound technology difficult. Frequently inflammatory breast cancer is misdiagnosed as mastitis, a benign breast infection. It is more common in sub-Saharan Africa and disproportionately affects African American and younger women in the United States. Few targeted therapies have been developed which contributes to the relatively low survival rate of 40 percent to 45 percent. The study of inflammatory breast cancer and its aggressive, metastatic nature are essential to improve diagnosis, treatment and survival, said Dr. Schneider.
Part VI, Section A - Governing Body and Management Line 2 - Family or Business Relationships Daniel F. Evans, Jr. and Samuel L. Odle serve on the board of managers of Clarian Health North, LLC. No additional compensation is provided. Marvin G. Pember is an officer and serves on the board of managers and Daniel F. Evans, Jr. and Samuel L. Odle serve on the board of managers of Clarian Health West, LLC. No additional compensation is provided. Norman G. Tabler, Jr. is an officer and serves on the board of directors and Marvin G. Pember serves on the board of directors of Clarian Health Plans, Inc. No additional compensation is provided. Norman G. Tabler, Jr. is an officer and serves on the board of directors and Marvin G. Pember serves on the board of directors of Clarian Health Risk Retention Group, Inc. No additional compensation is provided. Norman G. Tabler, Jr. is an officer and serves on the board of directors and Marvin G. Pember serves on the board of directors of IUH Assurance, Ltd. No additional compensation is provided. Marvin G. Pember and John C. Kohne, M.D. serve on the board of managers of Health Venture Management, LLC. No additional compensation is provided. Daniel F. Evans, Jr. and Marvin G. Pember serve on the board of directors of M-Plan, Inc. No additional compensation is provided. Linda Everett and John C. Kohne, M.D. serve on the board of managers of Senate Street Surgery Center, LLC. No additional compensation is provided. Daniel F. Evans, Jr. and Marvin G. Pember serve on the board of managers of The Healthcare Group, LLC. No additional compensation is provided. V. William Hunt and D. Craig Brater, M.D. serve on the board of managers of Indiana Proteomics Consortium, LLC. D. Craig Brater, M.D. is the Interim Chairman and Daniel F. Evans, Jr. and Michael A. McRobbie, Ph.D. serve on the board of directors of BioCrossroads.
Part VI, Section A - Governing Body and Management Line 4 - Significant Changes to Organizational Documents Indiana University Health, Inc. ("IU Health") filed Articles of Amendment to the Articles of Incorporation with the Indiana Secretary of State's Office effective April 1, 2011 to change the legal name of the organization from "Clarian Health Partners, Inc." to "Indiana University Health, Inc." See attached Articles of Amendment.
Part VI, Section A - Governing Body and Management Lines 6, 7a and 7b - Members or Stockholders Line 6: Indiana University Health, Inc. ("IU Health") has two classes of members. One class, known as the University Class, shall consist of those persons serving from time to time as the Trustees of Indiana University. The other class, known as the Methodist Class, shall consist of the Members of the Methodist Health Group, Inc. Line 7a: The University Class gets to elect one director and the Methodist Class gets to elect one director. Eight At-Large Directors shall be jointly elected by the affirmation of both member classes. Additionally, the Dean of Indiana University School of Medicine, the Bishop of the Indiana Area of the United Methodist Church, or a designee named by the Bishop on or before the annual meeting of IU Health, and the President and Chief Executive Officer of the corporation are ex officio directors of IU Health. Line 7b: Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the approval of the University Class prior to implementation: - Any sale, lease, transfer or other alienation of the Indiana University Hospitals real property, as defined in the Definitive Agreement, including any assignment of the University Hospital's lease by and between the Trustees of Indiana University and IU Health, except as otherwise authorized by resolution or agreement of the Trustees of Indiana University. - Any proposal by IU Health which conflicts with the following principle: IU Health will continue to make all patients available for medical education unless otherwise requested by the patient or his/her family, as the major clinical teaching resource for the Indiana University School of Medicine. - Any change in the financial support to the Indiana School of Medicine, as referenced in the Articles of Incorporation. - Any proposed action regarding the operation of Indiana University Hospitals, including the James Whitcomb Riley Hospital for Children, which would conflict with or be contrary to the requirements set forth in the Trustees Resolutions. - Any sale or other alienation of all or substantially all of the assets or operations of IU Health, and any merger, consolidation, change of voting control or other reorganization of IU Health. - Amendment, alteration or repeal of the Articles of Incorporation - Any dissolution of IU Health, except as otherwise required by law. - Any revision to, or modification or revocation of the Core Values. - Any transfer of the membership of either of the member classes. - Any amendment to the Definitive Agreement. Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the approval of the Methodist Class prior to implementation: - Any sale, lease, transfer or other alienation of the Methodist Hospital, Inc. ("MHI") Real Property, as defined in the Definitive Agreement, including any assignment of that certain MHI Lease by and between MHI and IU Health, except as otherwise authorized by resolution or agreement of Methodist Health Group, Inc. - Any sale or other alienation of all or substantially all of the assets or operations of IU Health, and any merger, consolidation, change of voting control, or other reorganization of IU Health. - Amendment, alteration or repeal of the Articles of Incorporation. - Any dissolution of IU Health, except as otherwise required by law. - Any revisions to, or modifications or revocation of the Core Values. - Any transfer of the membership of either of the member classes. - Any amendment to the Definitive Agreement.
Part VI, Section A - Governing Body and Management Line 11b - Form 990 Provided to Governing Body Indiana University Health, Inc. ("IU Health') uses a thorough process for the review of the Form 990 and related schedules before it is filed. The Vice President of Finance and Chief Financial Officer, and General Counsel reviewed and approved the Form 990 and related schedules. The Board Committee on Values, Ethics, Social Responsibility & Pastoral Services reviewed and approved the following sections of the Form 990: 1. Part III - Statement of Program Service Accomplishments 2. Schedule H - Hospitals 3. Schedule I - Grants and Other Assistance to Organizations, Governments, and Individuals in the U.S. The Board Committee on Personnel & Compensation reviewed and approved the following section of the Form 990: 1. Part VI - Governance, Management, and Disclosure 2. Part VII - Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors 3. Schedule J - Compensation Information 4. Schedule L - Transactions with Interested Persons Additionally, the Audit Committee was provided a copy of the complete Form 990 and schedules to review and approve. After the review and approval from the above listed committees, a complete copy of the Form 990 and schedules was made available to each board member on a secure intranet site. Each member was informed of the availability of the Tax Department to answer any questions.
Part VI, Section B - Policies Line 12c - Conflict of Interest Policy Indiana University Health, Inc. ("IU Health") has a Conflict of Interest Policy, the purpose of which is to protect IU Health's interests when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer, director, or employee. Each employee that is manager level or above, including officers and directors, is 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. If an interest is disclosed, the form requires that the discloser's supervisor sign the form to indicate his/her knowledge and approval of the interest. The form is then submitted to Corporate Compliance for review. If the disclosure is by the CEO/President, it is reviewed by the board chairman for approval. If the disclosure is by a member of the board of directors, the General Counsel/Chief Compliance Officer reviews the disclosures and determines whether to consent. Breach of the conflict of interest policy, including failure to complete and update the questionnaire and failure to disclose an interest that should be disclosed, may subject an individual to disciplinary action, including dismissal.
Part VI, Section B - Policies Line 15 - Process for Determining Compensation 1. The Board of Directors has established a Committee on Personnel and Compensation. The individuals on this Committee are made up of individuals who are on the Board and who do not have a conflict of interest with Indiana University Health, Inc. ("IU Health"). There are no physicians or employees on this Committee. This Committee develops and reviews annually the executive compensation philosophy, market analysis as to comparability and reasonableness. One of the purposes of this Committee is to review, approve and make recommendations regarding executive compensation and benefits to the IU Health Board. As deemed appropriate, this Committee also reviews the same detail with the Committee on Finance, Planning and Human Resources. The Committee on Finance, Planning and Human Resources is represented by certain members of the Board as well. 2. Each year the Committee on Personnel and Compensation engages an outside compensation consulting firm to conduct a compensation and benefits study for all senior vice presidents and above. The current compensation advisor is the Hay Group. Hay Group performs an independent compensation survey. The relevant comparability data includes: compensation and benefit levels paid by similarly situated organizations (both governmental and tax exempt) for functionally comparable positions as well as the availability of similar services in the geographic area. The Committee reviews the entire compensation package including: base compensation, short term and long term incentive plans, basic health and welfare benefits, qualified and nonqualified plans as well as any additional fringe benefits. Further, Hay Group will provide recommendations based upon the reasonable compensation information as it relates to salary increases, bonuses and benefits that are consistent with the compensation philosophy of the Committee. A separate analysis using the same methodology is done for the Chief Executive Officer. 3. The Committee reviews the salary survey and, if appropriate, makes recommendations on increases in salary and any changes in bonuses or benefits. The Committee's goal is to ensure that the total compensation and benefits package is reasonable based upon the independent data provided by Hay Group. The Committee votes on any changes in compensation or benefits. This review, discussion and vote are documented in the minutes for the meeting. There are no executives present during the final discussion and approval of compensation. 4. The Board reviews the report prepared by the Hay Group as well as the recommendations of the Committee on Personnel and Compensation as to changes in compensation approved by the Committee. As requested, the Finance, Planning and Human Resources Committee also provides its review of recommendations on changes in executive compensation and benefits. This review, discussion and vote are documented in the minutes. 5. The Board then reviews the recommendations provided by the Committee on Personnel and Compensation and votes on the changes as well. No additional compensation or benefits are paid to the executives until the changes have been approved by the Committee and the Board. The discussion and approval are documented in the minutes of the meeting. There are no executives present during the final discussion and approval of compensation. The General Counsel prepares a formal written opinion reviewing the compensation and benefits approval process, comparing that process to the Intermediate Sanctions Test of IRC Section 4958 and, if the facts warrant, provides comments regarding the compensation and benefits approval process as this relates to meeting the requirements for a rebuttable presumption of reasonableness as provided in the Intermediate Sanctions Test. 6. After the end of each year, the Committee and Board also reviews the achievements of the executive group as it relates to the long-term and short-term shared and individual goals developed by the executive and the Board. These achievements may also be reviewed with the Committee on Finance, Planning and Human Resources. The Board, at its discretion, may approve bonus payments based upon the achievement of the goals and the compensation survey. The discussion and vote of the Committee and Board is documented in the minutes for each such meeting. The bonuses are not paid until approval is made by the Board. 7. The Committee on Personnel and Compensation and Audit Committee also review the required Form 990 disclosures related to executive compensation and benefits as well as compensation practices and approval processes prior to the filing of the Form 990 return with the Internal Revenue Service.
Part VI, Section B - Policies Line 19 - Public Disclosure Indiana University Health, Inc.'s ("IU Health") Articles of Incorporation are available for public inspection through the Indiana Secretary of State's web-site. IU Health's conflict of interest procedures are disclosed on the Form 990, Schedule O. IU Health's Consolidated Audited Financial Statements are available for public inspection through its bond filings.
Part VII, Section A - Governing Body and Management Line 1a, Column (B) - Average hours per week James E. Lingeman, M.D. is a Staff Physician for Indiana University Health Care Associates, Inc. and devotes 55 hours per week. Woodrow A. Corey, M.D. is the Service Line Chief, Cardiology, for Indiana University Health Care Associates, Inc. and devotes 55 hours per week. Prior to this role, Woodrow A. Corey, M.D. was a Physician Executive for Indiana University Health, Inc. Richard S. Helsper is the Chief Operating Officer for Ball Memorial Hospital, Inc. and devotes 55 hours per week.
Part XI - Reconciliation of Net Assets Line 5 - Other Changes in Net Assets or Fund Balances During 2010, Indiana University Health, Inc. recorded the following other changes in net assets or fund balances: Equity/Income - Related Tax-Exempt Organizations: -19,705,879 Unrealized Gain/Loss: -58,702,091 FAS 136 Adjustment - Riley Foundation: -33,612 Book/Tax Differences - Joint Ventures/Investments: -47,825,449 Change in Pension Obligation: 6,582,510 Net Asset Transfer: -2,205,323 Miscellaneous: 1,218 Total Changes in Net Assets or Fund Balances: -121,888,626
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 INC
F/K/A CLARIAN HEALTH PARTNERS INC
Employer identification number

35-1955872
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) CLARIAN CARE TODAY LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
20-6218757 		HEALTHCARE IN 0 0 NA
 
(2) IU HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
80-0141954 		MANAGEMENT IN 7,834,461 0 NA
 
(3) CLARIAN NEUROLOGY GROUP LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-3052008 		HEALTHCARE IN 0 0 NA
 
(4) CLARIAN QUALITY PARTNERS LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-3603579 		HEALTHCARE IN 45,981 444,240 NA
 
(5) CLARIAN SAXONY MEDICAL CENTER LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-2414219 		HEALTHCARE IN 0 0 NA
 
(6) CCSG LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-1921481 		HEALTHCARE IN 8,168,255 1,283,751 NA
 
(7) HEART PARTNERS OF INDIANA LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
20-1123537 		HEALTHCARE IN 8,396,222 2,394,062 NA
 
(8) CCCG LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
20-3949968 		HEALTHCARE IN 6,193,327 1,297,705 NA
 
(9) SENATE HEALTH PLAN SOLUTIONS LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-3736054 		MANAGEMENT IN 0 0 NA
 
(10) IU HEALTH SAXONY SURGERY CENTER LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-5271091 		HEALTHCARE IN 0 0 NA
 
(11) CHX LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
 HEALTHCARE IN 0 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) IU HEALTH ARNETT INC

950 N MERIDIAN ST STE 800

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

950 N MERIDIAN ST STE 800

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

950 N MERIDIAN ST STE 800

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

950 N MERIDIAN ST STE 800

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

1800 NORTH CAPITOL AVENUE

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

950 N MERIDIAN ST STE 800

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

950 N MERIDIAN ST STE 800

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

950 N MERIDIAN ST STE 800

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

950 N MERIDIAN ST STE 800

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

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1766531 		HEALTHCARE IN 501(C)(3) 3 METH MED GRP
 
 
 
(12) IU HEALTH BEDFORD INC

2900 WEST 16TH STREET

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

200 HIGH PARK AVENUE

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

200 HIGH PARK AVENUE

GOSHEN,IN46527
35-6001540 		HEALTHCARE IN 501(C)(3) 3 GOSH HLH SYS
 
 
 
(15) IU HEALTH LAPORTE HOSPITAL INC

1007 LINCOLNWAY

LAPORTE,IN46350
35-1125434 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
(16) IU HEALTH LAPORTE PHYSICIANS INC

1007 LINCOLNWAY

LAPORTE,IN46350
31-1070868 		HEALTHCARE IN 501(C)(3) 3 LAP HLTH SYS
 
 
 
(17) IU HEALTH TIPTON HOSPITAL INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
26-2772226 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
(18) IU HEALTH BALL MEMORIAL HOSPITAL INC

2401 WEST UNIVERSITY AVENUE

MUNCIE,IN47303
35-0867958 		HEALTHCARE IN 501(C)(3) 3 IU HEALTH
 
 
 
(19) IU HEALTH BLACKFORD HOSPITAL INC

410 PILGRIM BOULEVARD

HARTFORD CITY,IN47348
01-0646166 		HEALTHCARE IN 501(C)(3) 3 BALL MEM HSP
 
 
 
(20) IU HEALTH PAOLI INC

PO BOX 499

PAOLI,IN47454
35-2090919 		HEALTHCARE IN 501(C)(3) 3 BLOOM HOSP
 
 
 
(21) IU HEALTH BLOOMINGTON INC

PO BOX 1149

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

2401 WEST UNIVERSITY AVENUE

MUNCIE,IN47303
35-6025400 		HEALTHCARE IN 501(C)(3) 11 III-FI BALL MEM HSP
 
 
 
(23) IU HEALTH BALL MEMORIAL PHYSICIANS INC

2401 WEST UNIVERSITY AVENUE

MUNCIE,IN47303
35-1925641 		HEALTHCARE IN 501(C)(3) 9 BALL MEM HSP
 
 
 
(24) INDIANA UNIVERSITY HEALTHCARE ASSOCIATES

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1747218 		HEALTHCARE IN 501(C)(3) 9 IU HEALTH
 
 
 
(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
  		RELATED 0 0   No 0   No 66.700 %
(2) CLARIAN HEALTH NORTH LLC

11700 NORTH MERIDIAN STREET
CARMEL,IN46032
43-1980602 		HEALTHCARE IN NA
  		RELATED 16,735,938 235,761,406   No 0 Yes   66.809 %
(3) CHV FUND I LLC

950 N MERIDIAN STREET SUITE 800
INDIANAPOLIS,IN46204
26-2523206 		VENTURE CAPITAL IN NA
  		INVESTMENT 44,547 11,230,120   No 0   No 100.000 %
(4) CLARIAN HEALTH WEST LLC

1111 N RONALD REAGAN PARKWAY
AVON,IN46123
43-1980611 		HEALTHCARE IN NA
  		RELATED 28,412,309 171,300,688   No 0 Yes   76.884 %
(5) HEALTH VENTURE MANAGEMENT LLC

950 N MERIDIAN STREET SUITE 800
INDIANAPOLIS,IN46204
20-5740218 		MANAGEMENT IN NA
  		UNRELATED -680 709,223   No -691   No 99.000 %
(6) INDIANA ENDOSCOPY CENTERS LLC

950 N MERIDIAN STREET SUITE 800
INDIANAPOLIS,IN46204
20-8398421 		HEALTHCARE IN NA
  		RELATED 4,937,626 6,129,582   No 0   No 51.000 %
(7) INDIANA LAKES MANAGED CARE ORG LLC

PO BOX 139
GOSHEN,IN46526
35-1946663 		HEALTHCARE IN GOSH HLH SYS
  		N/A 0 0   No 0   No 0 %
(8) SENATE STREET SURGERY CENTER LLC

950 N MERIDIAN STREET SUITE 800
INDIANAPOLIS,IN46204
42-1709357 		HEALTHCARE IN NA
  		RELATED 4,102,589 5,652,717   No 0   No 58.000 %
(9) THE HEALTHCARE GROUP LLC

1776 N MERIDIAN STREET SUITE 300
INDIANAPOLIS,IN46202
35-2067373 		MANAGED CARE IN NA
  		RELATED 4,369,739 8,043,550   No 0   No 75.849 %
(10) BALL OUTPATIENT SURGERY CENTER LLC

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

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

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

2401 WEST UNIVERSITY AVENUE
MUNCIE,IN47303
20-4567998 		HEALTHCARE IN BALL MEM HSP
  		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 CLAR HLTH VENT
  		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
  		RELATED 240,084 2,496,453   No 0   No 58.974 %
(16) WELLINGTON TRUST COMPANY NA INTL GROWTH

280 CONGRESS STREET
BOSTON,MA02210
20-0231923 		INVESTMENTS MA NA
  		INVESTMENT 5,586,057 46,194,568   No 0   No 50.585 %
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
720 WEST BAY ROAD
PO BOX 69,GRAND CAYMAN  
CJ
98-0395429 		INSURANCE CJ NA
  		C 0 0 100.000 %
(2) CLARIAN HEALTH PLANS INC
1776 MERIDIAN STREET SUITE 300
INDIANAPOLIS,IN46202
26-2127080 		HMO IN NA
  		C 88,195,066 8,322,870 100.000 %
(3) CHV CAPITAL INC
950 N MERIDIAN STREET SUITE 800
INDIANAPOLIS,IN46204
26-0752507 		VENTURE CAPITAL IN NA
  		C 624,996 197,333 100.000 %
(4) CLARIAN RISK PURCHASING GROUP INC
151 MEETING STREET SUITE 301
CHARLESTON,SC29401
26-0202446 		INSURANCE IN NA
  		C 0 0 100.000 %
(5) CLARIAN HEALTH RISK RETENTION GRP INC
151 MEETING STREET SUITE 301
CHARLESTON,SC29401
20-1107674 		INSURANCE SC NA
  		C 2,575,568 46,293,920 97.000 %
(6) M-PLAN INC
1776 N MERIDIAN STREET SUITE 300
INDIANAPOLIS,IN46202
35-1772506 		HMO IN THE HLTHCR GRP
  		C 0 0 0 %
(7) OCC-HEALTH REVENUE SYSTEMS INC
950 N MERIDIAN STREET SUITE 800
INDIANAPOLIS,IN46204
20-3308057 		WORK COMP PPO IN METH OCC HLTH
  		C 0 0 0 %
(8) PARKMOR DRUG INC
1501 SOUTH MAIN STREET
GOSHEN,IN46526
13-1394980 		PHARMACY SALES IN GOSH HLH SYS
  		C 0 0 0 %
(9) BMH MEDICAL PAVILION ASSOCIATION INC
2525 WEST UNIVRSITY AVENUE
MUNCIE,IN47303
35-1858408 		CONDO MANAGEMENT IN BALL MEM HSP
  		C 0 0 0 %
(10) CARDINAL HEALTH VENTURES INC
2401 WEST UNIVERSITY AVENUE
MUNCIE,IN47303
35-1611424 		MANAGEMENT IN BALL MEM HSP
  		C 0 0 0 %
(11) PILR INC
200 HIGH PARK AVENUE
GOSHEN,IN46526
20-4294750 		DEVELOPMENT IN GOSH HLH SYS
  		C 0 0 0 %
(12) IU HEALTH SOUTHERN INDIANA PHYS INC
PO BOX 1149
BLOOMINGTON,IN47402
35-1913875 		HEALTHCARE IN BLOOM HOSP
  		C 0 0 0 %
(13) RADIATION ONCOLOGY RESOURCES INC
200 HIGH PARK AVENUE
GOSHEN,IN46527
26-2008424 		HEALTHCARE IN GOSH HLH SYS
  		C 0 0 0 %
(14) UNIVERSITY HEALTH MANAGEMENT INC
950 N MERIDIAN STREET SUITE 800
INDIANAPOLIS,IN46204
27-2891143 		MANAGEMENT IN CLAR HLTH VENT
  		C 0 0 0 %
(15) UNIVERSITY HEALTH MGMT (CHINA) INC
950 N MERIDIAN STREET SUITE 800
INDIANAPOLIS,IN46204
27-3891311 		MANAGEMENT IN CLAR HLTH VENT
  		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
Yes
 
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
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) IU HEALTH ARNETT INC

 A 13,206,481  
(2) IU HEALTH ARNETT INC

 I 294,011  
(3) IU HEALHT ARNETT INC

 K 26,082,127  
(4) IU HEALTH BEDFORD INC

 A 649,061  
(5) IU HEALTH BEDFORD INC

 K 567,797  
(6) IU HEALTH BLACKFORD HOSPITAL INC

 K 51,052  
(7) IU HEALTH BALL MEMORIAL HOSPITAL INC

 K 7,497,024  
(8) IU HEALTH BALL MEMORIAL HOSPITAL INC

 L 610,641  
(9) BALL OUTPATIENT SURGERY CENTER LLC

 K 1,118,452  
(10) IU HEALTH BLOOMINGTON INC

 K 827,170  
(11) CARDINAL HEALTH INITIATIVES LLC

 K 428,414  
(12) CLARIAN HEALTH PLANS INC

 K 621,373  
(13) CHV CAPITAL INC

 I 59,972  
(14) CLARIAN HEALTH RISK RETENTION GROUP INC

 K 1,204,882  
(15) GOSHEN HEALTH SYSTEM INC

 A 1,905,417  
(16) GOSHEN HEALTH SYSTEM INC

 K 180,000  
(17) INDIANA ENDOSCOPY CENTERS LLC

 K 1,468,597  
(18) INDIANA ENDOSCOPY CENTERS LLC

 R 5,241,015  
(19) INDIANA RADIOLOGY PARTNERS INC

 K 3,300,638  
(20) INDIANA RADIOLOGY PARTNERS INC

 L 402,555  
(21) INDIANA UNIVERSITY HEALTH CARE ASSOCIATES

 I 1,999,579  
(22) INDIANA UNIVERSITY HEALTH CARE ASSOCIATES

 K 13,537,245  
(23) INDIANA UNIVERSITY HEALTH CARE ASSOCIATES

 L 30,253,148  
(24) INDIANA UNIVERSITY HEALTH CARE ASSOCIATES

 N 5,373,267  
(25) CLARIAN TRANSPLANT INSTITUTE INC

 B 999,996  
(26) CLARIAN TRANSPLANT INSTITUTE INC

 K 153,695  
(27) CLARIAN TRANSPLANT INSTITUTE INC

 L 2,829,384  
(28) IU HEALTH LAPORTE HOSPITAL INC

 A 1,659,152  
(29) IU HEALTH LAPORTE HOSPITAL INC

 K 576,060  
(30) METHODIST HEALTH FOUNDATION INC

 A 591,978  
(31) METHODIST HEALTH FOUNDATION INC

 C 326,022  
(32) METHODIST HEALTH FOUNDATION INC

 N 65,956  
(33) METHODIST MEDICAL GROUP PHYSICIANS INC

 K 1,168,266  
(34) METHODIST OCCUPATIONAL HEALTH CENTERS INC

 K 895,656  
(35) METHODIST OCCUPATIONAL HEALTH CENTERS INC

 L 1,692,931  
(36) CLARIAN HEALTH NORTH LLC

 A 15,763,078  
(37) CLARIAN HEALTH NORTH LLC

 I 1,699,122  
(38) CLARIAN HEALTH NORTH LLC

 K 17,657,427  
(39) CLARIAN HEALTH NORTH LLC

 L 621,657  
(40) CLARIAN HEALTH NORTH LLC

 R 638,095  
(41) ROC SURGERY LLC

 I 146,137  
(42) ROC SURGERY LLC

 K 315,960  
(43) SENATE STREET SURGERY CENTER LLC

 I 142,464  
(44) SENATE STREET SURGERY CENTER LLC

 K 2,366,646  
(45) SENATE STREET SURGERY CENTER LLC

 R 3,539,000  
(46) IU HEALTH TIPTON HOSPITAL INC

 A 198,341  
(47) IU HEALTH TIPTON HOSPITAL INC

 K 438,009  
(48) CLARIAN HEALTH WEST LLC

 A 9,986,488  
(49) CLARIAN HEALTH WEST LLC

 I 434,212  
(50) CLARIAN HEALTH WEST LLC

 K 14,162,592  
(51) CLARIAN HEALTH WEST LLC

 R 4,590,000  
(52) CHV FUND I LLC

 L 624,996  
(53) CLARIAN HEALTH NORTH LLC

 J 160,983  
(54) METHODIST RESEARCH INSTITUTE INC

 B 3,614,006  
(55) EMERGENCY MEDICAL GROUP INC

 L 97,230  
(56) HEALTH VENTURE MANAGEMENT LLC

 L 2,217,688  
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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