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
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 01-01-2012 , 2012, and ending 12-31-2012
BCheck if applicable:
CName of organization
INDIANA UNIVERSITY HEALTH 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
Suite
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 $ 3,449,350,421
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: 1995
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 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 11
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 18,110
6 Total number of volunteers (estimate if necessary) ............. 6 1,300
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 29,236,385
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 2,941,339
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 28,801,633 14,662,575
9 Program service revenue (Part VIII, line 2g) ......... 2,576,590,196 3,020,604,837
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 261,326,337 59,613,927
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 44,550,786 42,316,799
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 2,911,268,952 3,137,198,138
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 17,721,763 23,548,346
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) 1,034,086,386 1,110,266,709
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet385    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,444,373,360 1,580,149,074
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,496,181,509 2,713,964,129
19 Revenue less expenses. Subtract line 18 from line 12....... 415,087,443 423,234,009
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,366,601,484 4,994,322,961
21 Total liabilities (Part X, line 26)............. 2,500,261,117 2,689,261,531
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,866,340,367 2,305,061,430
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 Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 2,265,111,346 including grants of $ 23,545,346 ) (Revenue $ 3,039,924,957 )
Indiana University Health, Inc. ("IU Health") is Indiana's most comprehensive healthcare system. A unique partnership with Indiana University School of Medicine, one the nation's leading medical schools, gives patients access to innovative treatments and therapies, all without regard to their ability to pay. IU Health is comprised of hospitals, physicians and allied services dedicated to providing preeminent care throughout Indiana and beyond. See Schedule O for additional information on IU Health's 2012 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 expensesMediumBullet2,265,111,346
Form 990 (2012)
Form 990 (2012)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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 for escrow or custodial account liability; 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 temporarily restricted endowments, permanent endowments, 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, line 10?
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 VIIClick to see attachment.......
11b
Yes
 
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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV......... 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 United States? If “Yes,” complete Schedule F, Parts II and IVClick 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 United States? If “Yes,” complete Schedule F, Parts III and IV... 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 (see instructions)....
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
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H.... Click to see attachment
20a
Yes
 
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see list of attachments
20b
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization 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
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25................ Click to see list of attachments
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, highest 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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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
Yes
 
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 direct or indirect 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, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
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
969
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
18,110
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, securities account, or other financial 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 as charitable contributions?...
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
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
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
11
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletBROC BUDDE950 N MERIDIAN STREET SUITE 800INDIANAPOLISIN46204 (317) 962-4575
Form 990 (2012)
Form 990 (2012)
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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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
.......................0.0 		X   X       0 0 0
(2) THOMAS W CHAPMAN PHD........................................................................
ELECTED VICE-CHAIR
 6.0
.......................0.0 		X   X       23,750 0 0
(3) D CRAIG BRATER MD........................................................................
EX-OFFICIO VICE-CHAIR
 6.0
.......................0.0 		X   X       34,775 0 0
(4) THE HON SARAH EVANS BARKER........................................................................
DIRECTOR
 6.0
.......................0.0 		X           0 0 0
(5) WILLIAM R CAST MD........................................................................
DIRECTOR
 6.0
.......................0.0 		X           23,750 0 0
(6) BISHOP MICHAEL J COYNER........................................................................
DIRECTOR
 6.0
.......................0.0 		X           0 0 0
(7) J SCOTT DAVISON........................................................................
DIRECTOR
 6.0
.......................0.0 		X           38,750 0 0
(8) DANIEL F EVANS JR........................................................................
DIRECTOR/PRESIDENT & CEO
 55.0
.......................0.0 		X   X       1,413,834 0 865,442
(9) CHARLES E GOLDEN........................................................................
DIRECTOR
 6.0
.......................0.0 		X           51,250 0 0
(10) DAVID W GOODRICH........................................................................
DIRECTOR
 6.0
.......................0.0 		X           52,250 0 0
(11) JAMES E LINGEMAN MD........................................................................
DIRECTOR
 6.0
.......................55.0 		X           29,250 878,696 42,957
(12) ANGELA BARRON MCBRIDE PHD........................................................................
DIRECTOR
 6.0
.......................0.0 		X           29,750 0 0
(13) MICHAEL A MCROBBIE PHD........................................................................
DIRECTOR
 6.0
.......................0.0 		X           26,250 0 0
(14) ANNE NOBLES........................................................................
DIRECTOR
 6.0
.......................0.0 		X           26,500 0 0
(15) NORMAN G TABLER JR........................................................................
SECRETARY/SVP, GEN. CSL. & CCO
 55.0
.......................0.0 		    X       584,258 0 639,156
(16) RYAN C KITCHELL........................................................................
TREAS./EVP & CFO (5/10-12/31)
 55.0
.......................0.0 		    X       545,544 0 122,934
(17) ISADORE RIVAS........................................................................
INTERIM CFO (01/01 - 05/09)
 55.0
.......................0.0 		    X       323,333 0 20,980
Form 990 (2012)
Form 990 (2012)
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 (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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) SAMUEL L ODLE........................................................................
EVP & COO (01/01 - 07/13)
 55.0
.......................0.0 		      X     6,190,549 0 37,429
(19) JAMES G TERWILLIGER........................................................................
INTERIM COO (09/23 - 12/31)
 55.0
.......................0.0 		      X     416,621 0 105,217
(20) RICHARD F GRAFFIS MD........................................................................
EVP & CMO
 55.0
.......................55.0 		      X     794,562 11,309 40,512
(21) LINDA Q EVERETT PHD RN........................................................................
EVP & CNE
 55.0
.......................0.0 		      X     954,865 0 45,808
(22) JAMES A JORGENSON........................................................................
VP & CPO
 55.0
.......................0.0 		      X     231,523 0 40,432
(23) JOHN C KOHNE MD........................................................................
COO (MH)
 37.0
.......................18.0 		      X     522,479 257,341 45,666
(24) DEBRA L UHL........................................................................
COO (UH) (01/01 - 11/30)
 55.0
.......................0.0 		      X     277,510 0 322,010
(25) KELLY L BRAVERMAN........................................................................
INTERIM COO (UH) (12/01-12/31)
 55.0
.......................0.0 		      X     160,055 0 13,144
(26) LINDA K CHASE RN........................................................................
VP & CNO (MH)
 55.0
.......................0.0 		      X     222,942 0 39,042
(27) JEFFREY L SPERRING MD........................................................................
PRESIDENT & CEO (RH)
 55.0
.......................0.0 		      X     370,845 0 103,766
(28) MARILYN L COX RN........................................................................
SVP & CNO (RH)
 55.0
.......................0.0 		      X     316,541 0 174,431
(29) EDWARD A HARLAMERT MD........................................................................
STAFF PHYSICIAN (HPI)
 55.0
.......................0.0 		        X   995,423 0 38,489
(30) LAWRENCE S KLEIN MD........................................................................
STAFF PHYSICIAN (HPI)
 55.0
.......................0.0 		        X   777,528 0 39,502
(31) SAMI AASAR MD........................................................................
STAFF PHYSICIAN (HPI)
 55.0
.......................0.0 		        X   770,325 0 50,327
(32) BLAIR S MACPHAIL MD........................................................................
STAFF PHYSICIAN (HPI)
 55.0
.......................0.0 		        X   765,702 0 51,400
(33) DEON W VIGILANCE MD........................................................................
STAFF PHYSICIAN (CCSG)
 55.0
.......................55.0 		        X   721,555 147,906 54,054
(34) DANIEL L FINK........................................................................
FORMER PRESIDENT & CEO (RH)
 0.0
.......................0.0 		          X 407,152 0 3,365
(35) RICHARD S HELSPER........................................................................
FORMER VP, OPERATIONS
 55.0
.......................0.0 		          X 115,892 0 1,236
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 18,215,313 1,295,252 2,897,299
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet789
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
IU HEALTH CARE ASSOCIATES INC, 950 N MERIDIAN STREET SUITE 800INDIANAPOLISIN46204 MEDICAL 65,916,950
MESSERHARMON IV LLC, 5158 FISHWICK DRIVECINCINNATIOH45216 CONSTRUCTION 18,850,480
CERNER CORPORATION, 2800 ROCKCREEK PARKWAYKANSAS CITYMO64117 SOFTWARE MAINTENANCE 17,163,616
ERMCO INC, 1625 W THOMPSON ROADINDIANAPOLISIN46206 CONSTRUCTION 12,017,862
TURNER-HARMON JOINT VENTURE, 9190 PRIORITY WAY W DR STE 210INDIANAPOLISIN46240 CONSTRUCTION 10,199,622
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet449
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 318,907
e Government grants (contributions)1e 4,837,227
f All other contributions, gifts, grants, and
similar amounts not included above1f 		9,506,441
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 14,662,575
Program Service Revenue Business Code
2a NET PATIENT SERVICE REVENUE 621111 2,264,614,589 2,264,614,589 0 0
b REFERENCE LABORATORY 621500 387,452,299 382,724,776 4,727,523 0
c SHARED SERVICES 541900 145,784,291 141,131,069 4,653,222 0
d MEMBER PREMIUM REVENUE 900099 139,666,375 139,666,375 0 0
e PHARMACY 446110 61,190,741 46,081,334 15,109,407 0
f All other program service revenue . 21,896,542 21,696,539 200,003 0
g Total. Add lines 2a–2f........MediumBullet 3,020,604,837
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 41,898,259 19,320,120   22,578,139
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 230,687     230,687
(i) Real (ii) Personal
6a Gross rents 13,465,515  
b Less: rental expenses 14,236,300  
c Rental income or (loss) -770,785 0
d Net rental income or (loss).......MediumBullet -770,785   3,473 -774,258
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 309,518,213 6,113,438
b Less: cost or other basis and sales expenses 292,413,373 5,502,610
c Gain or (loss) 17,104,840 610,828
d Net gain or (loss)..........MediumBullet 17,715,668     17,715,668
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/FOOD SERVICE 721110 8,658,370 0 0 8,658,370
b PARKING 812930 1,668,518 0 0 1,668,518
c TELEPHONE 517000 1,659,468 0 0 1,659,468
d All other revenue .... 30,870,541 0 4,542,757 26,327,784
e Total. Add lines 11a–11d ...... MediumBullet 42,856,897
12 Total revenue. See Instructions......MediumBullet 3,137,198,138 3,015,234,802 29,236,385 78,064,376
Form 990 (2012)
Form 990 (2012)
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).Check if Schedule O contains a response to any question in this Part IX ...............
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 United States. See Part IV, line 21 23,345,346 23,345,346
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 203,000 203,000
3 Grants and other assistance to governments, organizations, and individuals outside the United States. 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 .... 16,462,634 13,398,110 3,064,524  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 113,404 92,294 21,110  
7 Other salaries and wages 867,969,548 706,396,779 161,572,769  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 53,550,567 48,421,416 5,129,151  
9 Other employee benefits ....... 111,850,112 84,620,176 27,229,936  
10 Payroll taxes ........... 60,320,444 52,123,244 8,197,200  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 1,916,902   1,916,902  
c Accounting ........... 1,397,584   1,397,584  
d Lobbying ........... 540,414   540,414  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 2,375,045   2,375,045  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 241,539,532 169,955,545 71,583,987  
12 Advertising and promotion .... 23,334,163 11,112,533 12,221,630  
13 Office expenses ....... 40,017,234 10,586,333 29,430,901  
14 Information technology ...... 43,991,366 6,561,989 37,429,377  
15 Royalties .. 0      
16 Occupancy ........... 74,152,258 55,121,670 19,030,588  
17 Travel ............ 2,571,098 1,838,364 732,734  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 217,948 111,334 106,614  
20 Interest ........... 53,741,506 51,934,279 1,807,227  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 156,176,122 118,431,812 37,744,310  
23 Insurance .............. 20,132,502 14,209,669 5,922,833  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DRUGS AND MEDICAL SUPPLIES 520,143,116 520,143,116 0 0
b HEALTH CLAIMS TO PROVIDERS 142,448,816 142,448,816 0 0
c BAD DEBT 70,539,991 70,539,991 0 0
d UBI TAX (REFUND) -49,510 0 -49,510 0
e All other expenses 184,962,987 163,515,530 21,447,072 385
25 Total functional expenses. Add lines 1 through 24e 2,713,964,129 2,265,111,346 448,852,398 385
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 187,465 1 304,494
2 Savings and temporary cash investments ......... 260,656,360 2 458,160,388
3 Pledges and grants receivable, net ........... 0 3 1,221,606
4 Accounts receivable, net ............. 345,494,225 4 333,416,470
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 419,455,511 7 764,231,885
8 Inventories for sale or use .............. 50,223,697 8 46,198,194
9 Prepaid expenses and deferred charges .......... 17,713,963 9 21,916,532
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,370,162,677
b Less: accumulated depreciation ..... 10b 1,704,116,909 1,865,444,124 10c 1,666,045,768
11 Investments—publicly traded securities .......... 1,192,554,281 11 871,699,522
12 Investments—other securities. See Part IV, line 11 ..... 0 12 583,477,431
13 Investments—program-related. See Part IV, line 11 ..... 192,050,855 13 230,183,402
14 Intangible assets ............... 11,983,073 14 11,184,845
15 Other assets. See Part IV, line 11 ........... 10,837,930 15 6,282,424
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 4,366,601,484 16 4,994,322,961
Liabilities 17 Accounts payable and accrued expenses ......... 323,624,865 17 352,794,354
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 44,763,657 19 33,302,336
20 Tax-exempt bond liabilities ............. 1,408,584,900 20 1,364,411,661
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 300,061,203 23 358,474,167
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 423,226,492 25 580,279,013
26 Total liabilities. Add lines 17 through 25......... 2,500,261,117 26 2,689,261,531
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 1,861,443,786 27 2,300,167,849
28 Temporarily restricted net assets ........... 0 28 0
29 Permanently restricted net assets ........... 4,896,581 29 4,893,581
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 1,866,340,367 33 2,305,061,430
34 Total liabilities and net assets/fund balances ........ 4,366,601,484 34 4,994,322,961
Form 990 (2012)
Form 990 (2012)
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
3,137,198,138
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,713,964,129
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
423,234,009
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,866,340,367
5
Net unrealized gains (losses) on investments ...............
5
78,184,662
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-62,697,608
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
2,305,061,430
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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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
2012
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH 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 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
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2012

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
2012
Name of the organization
INDIANA UNIVERSITY HEALTH 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 on line H of its
Form 990-EZ or on Part I, 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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
INDIANA UNIVERSITY HEALTH INC
  		Employer identification number

35-1955872
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total 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)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


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

     
 
   

$  


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

     
 
   

$  


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

     
 
   

$  


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

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
INDIANA UNIVERSITY HEALTH INC
  		Employer identification number

35-1955872
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
INDIANA UNIVERSITY HEALTH INC
  		Employer identification number

35-1955872
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2012)

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
2012
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 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
INDIANA UNIVERSITY HEALTH 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 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 function 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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2012

Schedule C (Form 990 or 990-EZ) 2012
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total
             
2a Lobbying nontaxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2012


Schedule C (Form 990 or 990-EZ) 2012
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)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(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? .......................
Yes
 
10,000
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
442,110
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
88,304
j
Total. Add lines 1c through 1i ...............................
540,414
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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2, are answered “No” OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible 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; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C, Part II-B Lines 1b and g - Paid staff and direct contact with legislators During 2012, Indiana University Health, Inc. ("IU Health") spent $442,110 in federal and state lobbying expenditures. During 2012, IU Health lobbied Congress on the following issues: - Healthcare reform legislation (in general) - Patient Protection and Affordable Care Act - Changes to Medicare/Medicaid reimbursement - Graduate medical education - Medicare Shared Savings Program - Provider direct supervision - Changes to OPPS/IPPS reimbursement - Hospital Assessment Fees (provider taxes) - IRS requirements for charitable hospitals During 2012, IU Health lobbied at the state level on the following issues: - Statewide smoking ban - Provider reimbursements - Medicaid reimbursement policies - Budget appropriations - Workers compensation - Provider licensure matters - Physician order for scope of treatment - Workforce and smoking policies - Insurance matters - Healthcare reform - Hospital liens - Health insurance exchanges - Medicaid managed care
Schedule C, Part II-B Lines 1f - Grants to other organizations for lobbying purposes Indiana University Health, Inc. ("IU Health") made a contribution to Safety Net Hospitals for Pharmaceutical Access ("SNHFPA") during 2012 in the amount of $10,000. SNHFPA notified IU Health that 100% of this contribution would be used for lobbying expenditures.
Schedule C, Part II-B Lines 1j - Other Activities Indiana University Health, Inc. ("IU Health") paid institutional membership dues to the American Hospital Association ("AHA"), Indiana Hospital Association ("IHA"), U.S. Chamber of Commerce ("USCOC"), Healthcare Leadership Council ("HLC"), National Association of Children's Hospitals & Related Institutions ("NACHRI"), and Safety Net Hospitals for Pharmaceutical Access ("SNHFPA") during 2012 in the amount of $70,724, $166,824, $50,000, $25,000, $137,710, $22,013, respectively. Each membership organization notified IU Health that a portion of the dues it paid were used for lobbying purposes. The AHA used 24.60%, or $17,398 of 2012 membership dues paid by IU Health, for lobbying expenditures. The IHA used 5.44%, or $9,075 of the 2012 membership dues paid by IU Health, for lobbying expenditures. The USCOC used 55%, or $27,500 of the 2012 membership dues paid by IU Health, for lobbying expenditures. The HLC used 60%, or $15,000 of the 2012 membership dues paid by IU Health, for lobbying expenditures. The NACHRI used 10.84%, or $14,928 of the 2012 membership dues paid by IU Health, for lobbying expenditures. The SNHFPA used 20%, or $4,403 of the 2012 membership dues paid by IU Health, for lobbying expenditures. The total membership dues paid to these organizations by IU Health during 2012 that were attributable to lobbying expenditures was $88,304.
Schedule C (Form 990 or 990EZ) 2012

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH 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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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 (ASC 958) 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 4,896,581 5,186,440 5,220,052 82,476,620 72,300,805
b Contributions ........         10,329,033
c Net investment earnings, gains, and losses         90,972
d Grants or scholarships ..... 3,000 289,859 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 ...... 4,893,581 4,896,581 5,186,440 5,220,052 82,476,620
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet0 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
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)
 
No
(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 XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   141,664,066 141,664,066
b Buildings ................   1,772,502,094 722,256,027 1,050,246,068
c Leasehold improvements ............   16,406,706 9,621,204 6,785,502
d Equipment ................   1,177,608,226 937,727,252 239,880,973
e Other .................   261,981,585 34,512,426 227,469,159
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 1,666,045,768
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
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    
(3)Other
(A) ALTERNATIVE INVESTMENTS 		583,477,431 C








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 583,477,431
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) must 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) must 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) Book value
Federal income taxes 0
INTEREST RATE SWAP LIABILITIES 163,336,447
INTERCOMPANY PAYABLES (NET) 332,917,310
DUE TO THIRD-PARTY PAYORS 25,305,633
PENSION AND OTHER RETIREMENT LIABILITIES 33,282,065
ENVIRONMENTAL OBLIGATIONS 4,567,017
SELF-INSURANCE LIABLITIES 4,323,006
ACCRUED INTEREST ON BONDS 16,546,308
ALL OTHER LIABILITIES 1,227

Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 580,279,013
2. Fin 48 (ASC 740) Footnote. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI 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 XIII.) ............ 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 XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII 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 XIII.) ............ 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 XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Schedule D, Part V - Endowment Funds 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 Line 2 - FIN 48 (ASC 740) Footnote Indiana University Health, Inc. ("IU Health") adopted FIN 48 in 2007. No disclosures were required in 2012 under GAAP as IU Health does not have any material tax contingencies that required disclosures in the footnotes.
Schedule D (Form 990) 2012

Additional Data


Software ID:  
Software Version:  




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
2012
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH 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. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
Central America and the Caribbean     Investments N/A 713,352,683
Europe (Including Iceland and Greenland)     Investments N/A 7,426,866
Central America and the Caribbean     Program Services SELF-INSURANCE 5,358,753
Central America and the Caribbean     Unrelated Trade or Business N/A 4,542,757
North America     Investments N/A 1,507,684
Central America and the Caribbean     Conduct board meetings N/A 109,453
East Asia and the Pacific   1 Program Services DIABETES CLINIC 26,059
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....   1 732,324,255
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)   1 732,324,255
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
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. Part II can be duplicated 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) 2012
Schedule F (Form 990) 2012Page 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.
Part III can be duplicated 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) 2012
Schedule F (Form 990) 2012
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, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If “Yes,” the organizationmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (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) 2012
Schedule F (Form 990) 2012
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
Schedule F, Part I - Activities Outside the United States Line 3 - Activities per Region The amounts reported on Schedule F, Part I, Line 3 include the book values of foreign investments, insurance premiums paid directly to an off-shore captive and travel and meeting expenses paid to attend an off-shore captive meeting. Additionally during 2012, University Health Management (China), Inc. ("UHMC"), a subsidiary of Indiana University Health, Inc. ("IU Health"), entered into an agreement with Zhejiang Hospital in the Zhejiang province of China to exclusively collaborate in the management of the several free-standing diabetes centers. As part of this arrangement, UHMC entered into a leased personnel services agreement with IU Health, whereby UHMC would lease an IU Health employee to provide services with regard to its agreement with Zhejiang Hospital. The Amount reported on Schedule F represents the portion of the leased employee's salary that was paid by IU Health and reimbursed by UHMC.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2012
Additional Data


Software ID:  
Software Version:  



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
2012
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
 
Employer identification number

35-1955872
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance 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 discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did 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
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance 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 Financial Assistance at cost
(from Worksheet 1) .. 		  140,606 112,556,109 0 112,556,109 4.010 %
b Medicaid (from Worksheet 3,
column a) .... 		  369,717 671,513,905 687,236,961 -15,723,056  
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		    0 0 0 0 %
d Total Financial Assistance
and Means-Tested
Government Programs . 		  510,323 784,070,014 687,236,961 96,833,053 3.450 %
Other Benefits
 25 220,679 20,027,778 260,807 19,766,971 0.700 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		2 56,407 55,696,481 120 55,696,361 1.980 %
g Subsidized health services
(from Worksheet 6) .. 		5 0 5,200,162 0 5,200,162 0.190 %
h Research (from Worksheet 7) 3 4,562 35,257,324 0 35,257,324 1.250 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		11 26,265 3,877,053 7,550 3,869,503 0.140 %
j Total. Other Benefits .. 46 307,913 120,058,798 268,477 119,790,321 4.260 %
k Total. Add lines 7d and 7j . 46 818,236 904,128,812 687,505,438 216,623,374 7.710 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(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 0 %
2 Economic development     940 0 940  
3 Community support 2 530 24,436 197 24,239 0 %
4 Environmental improvements     882 0 882  
5 Leadership development and training for community members     0 0 0 0 %
6 Coalition building 1 38,927 784,577 0 784,577 0.030 %
7 Community health improvement advocacy     0 0 0 0 %
8 Workforce development     0 0 0 0 %
9 Other     0 0 0 0 %
10 Total 3 39,457 810,835 197 810,638 0.030 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did 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. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
27,117,940
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
427,290,012
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
475,057,836
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-47,767,824
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
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(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 %
1BSC LLC
  		AMBULATORY SURGERY CENTER 25.742 % 0 % 74.579 %
2EHSC LLC
  		AMBULATORY SURGERY CENTER 26.010 % 0 % 73.990 %
3SSSC LLC
  		AMBULATORY SURGERY CENTER 28.560 % 0 % 71.440 %
4IEC LLC
  		AMBULATORY SURGERY CENTER 26.010 % 0 % 73.990 %
5ROCS LLC
  		AMBULATORY SURGERY CENTER 30.077 % 0 % 69.923 %
6BOSC LLC
  		AMBULATORY SURGERY CENTER 27.817 % 0 % 72.183 %
7
8
9
10
11
12
13
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?3
Name, address, and primary website address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 INDIANA UNIVERSITY HEALTH INC
1701 N SENATE BLVD
INDIANAPOLIS,IN46202
WWW.IUHEALTH.ORG 		X X X X   X X   SEE ATTACHED 1
2 IU HEALTH NORTH HOSPITAL
11700 N MERIDIAN ST
CARMEL,IN46032
WWW.IUHEALTH.ORG/NORTH 		X X X X     X     2
3 IU HEALTH WEST HOSPITAL
1111 N RONALD REAGAN PKWY
AVON,IN46123
WWW.IUHEALTH.ORG/WEST/ 		X X   X     X     3
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
INDIANA UNIVERSITY HEALTH INC
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 1
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1    
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20  
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 CHNA 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 CHNA report widely available to the public? ............. 5    
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7    
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a    
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 650.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
IU HEALTH NORTH HOSPITAL
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 2
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1    
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20  
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 CHNA 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 CHNA report widely available to the public? ............. 5    
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7    
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a    
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 650.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
IU HEALTH WEST HOSPITAL
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 3
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1    
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20  
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 CHNA 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 CHNA report widely available to the public? ............. 5    
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7    
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a    
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 650.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section C. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?67
Name and address Type of Facility (describe)
1 BALL OUTPATIENT SURGERY CENTER
2525 W UNIVERSITY STE 200
MUNCIE,IN47303 		AMBULATORY SURGERY
2 BELTWAY ENDOSCOPY CENTER - SPRINGMILL
200 W 103RD ST STE 2400
INDIANAPOLIS,IN46290 		AMBULATORY SURGERY
3 BELTWAY SURGERY CENTERS
151 N PENNSYLVANIA PKWY
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY
4 BELTWAY SURGERY CENTERS - SPRINGMILL
200 W 103RD ST
INDIANAPOLIS,IN46280 		AMBULATORY SURGERY
5 EAGLE HIGHLANDS SURGERY CENTER
6850 PARKDALE PLACE
INDIANAPOLIS,IN46254 		AMBULATORY SURGERY
6 INDIANA ENDOSCOPY CENTERS
10967 ALLISONVILLE RD STE 100
FISHERS,IN46038 		AMBULATORY SURGERY
7 INDIANA ENDOSCOPY CENTERS
1115 RONALD REAGAN PKWY STE 347
AVON,IN46123 		AMBULATORY SURGERY
8 INDIANA ENDOSCOPY CENTERS
1801 N SENATE BLVD STE 401
INDIANAPOLIS,IN46202 		AMBULATORY SURGERY
9 RILEY OUTPATIENT SURGERY CENTER
702 BARNHILL DR STE 0201
INDIANAPOLIS,IN46202 		AMBULATORY SURGERY
10 SENATE STREET SURGERY CENTER
1801 N SENATE BLVD
INDIANAPOLIS,IN46202 		AMBULATORY SURGERY
11 IU HEALTH BARIATRIC & MED WEIGHT LOSS
6640 INTECH BLVD STE 300
INDIANAPOLIS,IN46278 		BARIATRIC AND MEDICAL WEIGHT LOSS
12 IU MEL & BREN SIMON CANCER CENTER
1030 W MICHIGAN ST
INDIANAPOLIS,IN46202 		CANCER CARE
13 HEART PARTNERS OF INDIANA
10967 ALLISONVILLE RD STE 240
FISHERS,IN46038 		CARDIOVASCULAR
14 HEART PARTNERS OF INDIANA
11725 ILLINOIS ST STE LL050
CARMEL,IN46032 		CARDIOVASCULAR
15 HEART PARTNERS OF INDIANA
1210B MEDICAL ARTS BLVD STE 144
ANDERSON,IN46011 		CARDIOVASCULAR
16 HEART PARTNERS OF INDIANA
13100 E 136TH ST STE 300
FISHERS,IN46037 		CARDIOVASCULAR
17 HEART PARTNERS OF INDIANA
1801 N SENATE BLVD STE 240
INDIANAPOLIS,IN46202 		CARDIOVASCULAR
18 HEART PARTNERS OF INDIANA
7231 SHADELAND STATION STE 100
INDIANAPOLIS,IN46250 		CARDIOVASCULAR
19 HEART PARTNERS OF INDIANA
8075 N SHADELAND AVE STE 350
INDIANAPOLIS,IN46250 		CARDIOVASCULAR
20 IU HEALTH CARDIOVASCULAR SURGEONS
1701 N SENATE BLVD STE 755
INDIANAPOLIS,IN46202 		CARDIOVASCULAR
21 IU HEALTH CARDIOVASCULAR SURGEONS
707 W 2ND ST
BLOOMINGTON,IN47401 		CARDIOVASCULAR
22 IU HEALTH CARDIOVASCULAR SURGEONS
637 S WALKER ST STE 2
BLOOMINGTON,IN47403 		CARDIOVASCULAR
23 METHODIST CARDIOLOGY PHYSICIANS
11725 N ILLINOIS ST STE 265
CARMEL,IN46032 		CARDIOVASCULAR
24 METHODIST CARDIOLOGY PHYSICIANS
1801 N SENATE BLVD STE 310
INDIANAPOLIS,IN46202 		CARDIOVASCULAR
25 METHODIST CARDIOLOGY PHYSICIANS
18077 RIVER RD STE 104
NOBLESVILLE,IN46060 		CARDIOVASCULAR
26 METHODIST CARDIOLOGY PHYSICIANS
6920 PARKDALE PL STE 107
INDIANAPOLIS,IN46254 		CARDIOVASCULAR
27 EAST WASHINGTON TIMESHARE
9670 E WASHINGTON ST STE 110
INDIANAPOLIS,IN46229 		DIAGNOSTIC AND OTHER MEDICAL
28 GEORGETOWN TIMESHARE
4880 CENTURY PLAZA RD STE 170
INDIANAPOLIS,IN46254 		DIAGNOSTIC AND OTHER MEDICAL
29 IU HEALTH GEORGETOWN MEDICAL PLAZA
4880 CENTURY PLAZA RD
INDIANAPOLIS,IN46254 		DIAGNOSTIC AND OTHER MEDICAL
30 IU HEALTH METHODIST MEDICAL PLAZA BBURG
1375 N GREEN ST STE 200
BROWNSBURG,IN46207 		DIAGNOSTIC AND OTHER MEDICAL
31 IU HEALTH METHODIST MEDICAL PLAZA EHGH
6850 PARKDALE PL
INDIANAPOLIS,IN46254 		DIAGNOSTIC AND OTHER MEDICAL
32 IU HEALTH METHODIST MEDICAL PLAZA EAST
9660 E WASHINGTON ST
INDIANAPOLIS,IN46229 		DIAGNOSTIC AND OTHER MEDICAL
33 IU HEALTH METHODIST MEDICAL PLAZA NORTH
151 PENNSYLVANIA PKWY
CARMEL,IN46280 		DIAGNOSTIC AND OTHER MEDICAL
34 IU HEALTH METHODIST MEDICAL PLAZA SOUTH
8820 S MERIDIAN ST
INDIANAPOLIS,IN46217 		DIAGNOSTIC AND OTHER MEDICAL
35 IU HEALTH METHODIST MEDICAL TOWER
1633 N CAPITOL AVE
INDIANAPOLIS,IN46202 		DIAGNOSTIC AND OTHER MEDICAL
36 IU HEALTH SPRING MILL OUTPATIENT CENTER
200 W 103RD ST STE 1200
INDIANAPOLIS,IN46290 		DIAGNOSTIC AND OTHER MEDICAL
37 METHODIST MEDICAL PLAZA - GLENDALE
2620 KESSLER BLVD E
INDIANAPOLIS,IN46220 		DIAGNOSTIC AND OTHER MEDICAL
38 NORTH MERIDIAN TIMESHARE
201 PENNSYLVANIA PKWY STE 305
INDIANAPOLIS,IN46280 		DIAGNOSTIC AND OTHER MEDICAL
39 SOUTH 31 TIMESHARE
8820 S MERIDIAN ST STE 230
INDIANAPOLIS,IN46217 		DIAGNOSTIC AND OTHER MEDICAL
40 IU HEALTH DIALYSIS
2140 N CAPITOL AVE
INDIANAPOLIS,IN46202 		DIALYSIS
41 IU HEALTH HOME DIALYSIS CENTER
8830 N MERIDIAN ST
INDIANAPOLIS,IN46260 		DIALYSIS
42 IU HEALTH CHARIS EATING DISORDER CLINIC
6640 INTECH BLVD STE 195
INDIANAPOLIS,IN46278 		EATING DISORDERS
43 IU HEALTH HOME CARE
1411 W COUNTY LINE RD
GREENWOOD,IN46142 		HOME HEALTH CARE
44 IU HEALTH HOME CARE
1828 N ILLINOIS ST
INDIANAPOLIS,IN46202 		HOME HEALTH CARE
45 IU HEALTH HOME CARE
202 S WEST ST
TIPTON,IN46072 		HOME HEALTH CARE
46 IU HEALTH HOME CARE
702 N ILLINOIS ST
INDIANAPOLIS,IN46204 		HOME HEALTH CARE
47 CAPITAL NEUROLOGY
201 PENNSYLVANIA PKWY STE 300
INDIANAPOLIS,IN46280 		NEUROLOGY
48 EAST RETAIL PHARMACY
9650 E WASHINGTON ST
INDIANAPOLIS,IN46229 		PHARMACY
49 GEORGETOWN RETAIL PHARMACY
4880 CENTURY PLAZA RD STE 150
INDIANAPOLIS,IN46254 		PHARMACY
50 SOUTH RETAIL PHARMACY
8820 S MERIDIAN ST STE 105
INDIANAPOLIS,IN46217 		PHARMACY
51 IU HEALTH FISHERS RADIOLOGY
10995 ALLISONVILLE RD STE 100B
FISHERS,IN46038 		RADIOLOGY
52 IU HEALTH BALL MEMORIAL HOSPITAL LAB
2401 W UNIVERSITY AVE
MUNCIE,IN47303 		REFERENCE LABORATORY
53 IU HEALTH REHABILITATION
6820 PARKDALE PL STE 120
INDIANAPOLIS,IN46254 		REHABILITATION
54 IU HEALTH ARNETT SLEEP APNEA ED CENTER
3900 MCCARTY LN STE 102
LAFAYETTE,IN47909 		SLEEP DISORDERS
55 IU HEALTH BALL MEMORIAL SLEEP APNEA ED
6000 W KILGORE AVE STE A
MUNCIE,IN47304 		SLEEP DISORDERS
56 IU HEALTH BEDFORD SLEEP APNEA ED CENTER
1502 CLINIC DR
BEDFORD,IN47421 		SLEEP DISORDERS
57 IU HEALTH HOWARD SLEEP APNEA ED CENTER
829 N DIXON RD
KOKOMO,IN46901 		SLEEP DISORDERS
58 IU HEALTH SLEEP APNEA ED CTR AT INDPLS
714 N SENATE AVE STE 120
INDIANAPOLIS,IN46202 		SLEEP DISORDERS
59 IU HEALTH SLEEP LAB
714 N SENATE AVE STE 120
INDIANAPOLIS,IN46202 		SLEEP DISORDERS
60 SLEEP APNEA ED CTR AT IU HEALTH NORTH
11590 N MERIDIAN ST STE 410
CARMEL,IN46032 		SLEEP DISORDERS
61 SLEEP APNEA ED CTR AT IU HEALTH WEST
1115 N RONALD REAGAN PKWY 371
AVON,IN46123 		SLEEP DISORDERS
62 SLEEP DISORDERS CTR AT IU HEALTH NORTH
11590 N MERIDIAN ST STE 410
INDIANAPOLIS,IN46032 		SLEEP DISORDERS
63 IU HEALTH SPORTS PERFORMANCE
1402 CHASE CT
CARMEL,IN46032 		SPORTS PERFORMANCE
64 IU HEALTH CHILDREN'S THERAPY CENTER
4935 W ARLINGTON RD
BLOOMINGTON,IN47408 		THERAPY
65 INDIANA ONCOLOGY HEMATOLOGY
6925 SHORE TERRACE DR
INDIANAPOLIS,IN46207 		ONCOLOGY
66 IU HEALTH MINUTE CLINIC
8766 E 96TH ST
FISHERS,IN46038 		IMMEDIATE CARE
67 IU HEALTH NEUROSCIENCE CENTER
355 W 16TH ST
INDIANAPOLIS,IN46202 		NEUROSCIENCE CENTER OF EXCELLENCE
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; Part V, Section A; and Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any 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.
8 Facility reporting group(s). If applicable, for each hospital facility in a facility reporting group provide the descriptions required for Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22.
Identifier ReturnReference Explanation
Schedule H, Part I - Financial Assistance Line 3c N/A
Schedule H, Part I - Financial Assistance Line 6a - Community Benefit Report Prepared by Related Organization Indiana University Health, Inc.'s ("IU Health") community benefits and investments are included in the IU Health Community Benefit Report which is made available to the public on its website at www.iuhealth.org/getstrong. 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 - Financial Assistance Line 7, Column (f) - Bad Debt Expense The amount of bad debt expense included on Form 990, Part IX, Line 25, column (A), but subtracted for purposes of calculating the percentage of total expense is $70,539,991. The bad debt expense of $27,117,940 on Schedule H, Part III, Line 2 is reported at cost.
Schedule H, Part I - Financial Assistance Line 7 - Total Community Benefit Expense 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 32.00%.
Schedule H, Part I - Financial Assistance Line 7g - Subsidized Health Services Indiana University Health, Inc. does not include any costs associated with physician clinics as subsidized health services.
Schedule H, Part II - Community Building Activities Promotion of Health in Communities Served IU Health participated in a variety of community-building activities that address the underlying quality of life in the communities it serves. IU Health as a statewide healthcare system invested in economic development efforts across the state collaborated with like-minded organizations through coalitions that address key issues, and advocated for improvements in the health status of vulnerable populations. IU Health contributed nearly $2 million to community-building activities in 2012, serving over 52,600 people statewide. Together, IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, IU Health North Hospital, IU Health West, IU Health Saxony invested nearly $850,000 in community-building activities by providing investments and resources to local community initiatives that addressed economic development, community support and workforce development. Additionally, through IU Health's team member community benefit service program, Strength That Cares, team members across the state made a difference in the lives of thousands of Hoosiers. In 2012, team members: - Built 25 Habitat for Humanity home panels throughout Indiana. Three of those homes were given to victims of the Henryville, Indiana tornado. - Impacted the lives of just over 400 at-risk children by serving as camp or reading buddies in IU Health's Kindergarten Countdown program to prepare at-risk children for their first day of kindergarten.
Schedule H, Part III - Bad Debt, Medicare, & Collection Practices 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 - Bad Debt, Medicare, & Collection Practices 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 - Bad Debt, Medicare, & Collection Practices 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 V - Facility Information Section A, Line 1 - Name, Address, and Primary Website Address Indiana University Health, Inc. ("IU Health") operates several locations under a single hospital license issued by the Indiana State Department of Health. The names, addresses, and primary website addresses for each of these locations are as follows: IU Health Methodist Hospital 1701 N. Senate Blvd. Indianapolis, IN 46202 www.iuhealth.org/methodist/ IU Health University Hospital 550 University Blvd. Indianapolis, IN 46202 www.iuhealth.org/university/ Riley Hospital for Children at IU Health 705 Riley Hospital Dr. Indianapolis, IN 46202 www.iuhealth.org/riley/ IU Health Saxony Hospital 13000 E. 136th St. Fishers, IN 46037 www.iuhealth.org/saxony/
Schedule H, Part VI - Supplemental Information Line 2 - Needs Assessment Communities are multifaceted and so are their health needs. Indiana University Health, Inc. ("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 assesses 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 Hamilton 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 - Supplemental Information Line 3 - Patient Education of Eligibility for Assistance Indiana University Health, Inc. ("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. The IU Health website (iuhealth.org) has a page dedicated to financial assistance and offers an online application and phone numbers for customer service representatives to assist with the application process. IU Health has an expansive financial assistance program, which aligns with IU Health's policy and utilizes the federal poverty guidelines to determine eligibility, making access to quality care within a patient's reach. The IU Health Financial Assistance policy 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 - Discounted care on a sliding scale for uninsured families earning from 400 to 650 percent of federal poverty guidelines, and - Financial assistance 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. Patients are guided through their course of care with particular sensitivity, reviewing changing circumstances and allowing for financial assistance at any point during the relationship and billing process with the patient. For those inpatients that may qualify for the Medicaid program and have not applied, IU Health financial counselors will assist patients with the Medicaid application. If a patient does not apply for financial assistance, but meets the financial assistance guidelines established by IU Health, IU Health will waive charges and treat the cost of services as financial assistance.
Schedule H, Part VI - Supplemental Information Line 4 - Community Information Indiana University Health, Inc. ("IU Health"), which includes IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, IU Health West Hospital, IU Health North Hospital, and IU Health Saxony Hospital, serves a large geographic area in Central Indiana. Each individual hospital serves a unique subsection of the community and details for each are included below. IU Health Methodist Hospital Service Area Counties: Marion, Hendricks, Johnson, Morgan, Hamilton, Madison, Hancock, Shelby, and Boone 75% of the IU Health Methodist inpatient discharge population resides in Marion (66%), Hendricks (4%), Johnson (3%), and Morgan (2%) counties 29% of community discharges were for patients with Medicaid, 25% were for patients with Medicare, and 17% were for uninsured/self-pay patients Riley Hospital for Children at IU Health Service Area Counties: Marion, Johnson, Lake, Hendricks, Hamilton, Morgan, Madison, Delaware, St. Joseph, Tippecanoe, Allen, Elkhart, Bartholomew, Vanderburgh, Vigo, Hancock, Wayne, Monroe, Jackson, Shelby, and La Porte 33% of the Riley Hospital for Children at IU Health total inpatient discharge population resides in Marion County; the other 67% is distributed fairly evenly across 89 other counties in the state of Indiana. 57% of IU Health Riley community discharges were for patients with Medicaid, 35% were for patients with commercial insurance, 1% were for patients with Medicare, and 4% were for self-pay patients IU Health University Hospital Service Area Counties: Marion, Hendricks, Hamilton, Johnson, Morgan, Delaware, Allen, Madison, Vigo, Tippecanoe, St. Joseph, Monroe, Bartholomew, Lake, Elkhart, Hancock, Grant, Howard, Vanderburgh, Wayne, Jackson, Henry, and Putnam 32% of the IU Health University total inpatient discharge population resides in Marion County; the other 68% is distributed fairly evenly across 91 other counties in the state of Indiana 44% of IU Health University community discharges were for patients with commercial insurance, 31% were for patients with Medicare, 14% were for patients with Medicaid, and 5% were for uninsured or self-pay patients IU Health West Hospital Service Area Counties: Marion, Hendricks, Putnam, Morgan, Johnson, Boone, and Montgomery Approximately 75% of the IU Health West inpatient discharge population resides in Marion (65%) and Hendricks (11%) counties 12% of community discharges were for patients with Medicaid, 31% were for patients with Medicare, and 8% were for uninsured/self-pay patients IU Health North Hospital Service Area Counties: Marion, Hamilton, Boone, Hendricks, Hancock, Madison, and Tipton 78% of the IU Health North inpatient discharge population resides in Marion (35%), Hamilton (32%), Boone (6%), and Hendricks (5%) counties 8% of community discharges were for patients with Medicaid, 15% were for patients with Medicare, and 4% were for uninsured/self-pay patients IU Health Saxony Hospital Service Area Counties: Marion, Hamilton, Boone, Hendricks, Hancock, Madison, and Tipton 78% of the IU Health North inpatient discharge population resides in Marion (35%), Hamilton (32%), Boone (6%), and Hendricks (5%) counties (IU Health Saxony inpatient discharge population data was not available at the time of this report) 8% of community discharges were for patients with Medicaid, 15% were for patients with Medicare, and 4% were for uninsured/self-pay patients
Schedule H, Part VI - Supplemental Information 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 2012, 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 management, we bring our unique and state-of-the-art resources beyond the hospital doors and onto the front steps of Indiana communities. With nearly $24 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 2012, IU Health impacted over 512,000 people statewide through presentations, health risk screenings, health education programs, and additional health educational opportunities made available to the community, especially to our community members in the greatest need of such services.
Schedule H, Part VI - Supplemental Information 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. National Recognition -Six hospitals designated as Magnet hospital systems by the American Nurses Credentialing Center recognizing excellence in nursing care. -Named to the 2012-2013 U.S. News & World Report's Best Hospitals Honor Roll, their highest distinction. -Eleven clinical programs ranked among the top 50 national programs in U.S. News & World Report 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. Collaborative Strategic Research Initiative In 2012, IU Health and Indiana University School of Medicine announced they will invest $150 million over five years in a new research collaboration-the Strategic Research Initiative-that will enhance the institutions' joint capabilities in fundamental scientific investigation, translational research and clinical trials resulting in innovative treatments for disease. IU Health is investing $75 million in the Strategic Research Initiative and IU School of Medicine is matching that with an additional $75 million in resources. The initial focus will be on projects in the fields of neuroscience, cancer and cardiovascular disease. New treatment for aneurysm In 2012, IU Health Methodist Hospital was the first hospital in the state and second in the nation to successfully implant a special stent graft - the Ventana Fenestrated Stent Graft System - aimed at helping those who previously required invasive surgery to repair an abdominal aortic aneurysm. The new system could offer a less invasive approach by not cutting off blood flow to the kidneys or requiring open repair, which has up to a 10 percent mortality rate. IU Health surgeons are hopeful this new procedure, still in clinical trials, will have a one percent or less mortality rate. Promising tool for autism research The Riley Hospital for Children Christian Sarkine Autism Treatment Center at Indiana University Health began using a new tool - the Eye Tracker - to better detect, assess the severity, and possibly even change the treatment of autism spectrum disorders (ASDs). The Eye Tracker is a non-invasive way to gauge how people look at faces and whether a person is more prone to looking at moving objects or social situations. Studies reveal that toddlers with autism look more at moving objects than toddlers with normal development. Eye Tracker results are used to help identify subgroups of people with autism that may respond best to certain treatment. Riley Hospital at IU Health is the only hospital in the Midwest and one of just a few nationwide using the tool for autism research. IU Health system IU Health is a part of the IU Health statewide healthcare system which continues to broaden its reach and positive impact throughout the state of Indiana. IU Health is Indiana's most comprehensive academic medical center and consists of 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, IU Health Morgan, IU Health White, 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 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. After taking a careful look into IU Health's communities we serve, and by utilizing the detailed community needs assessments undertaken by public health officials and community partners, IU Health identified the following community health needs for 2012. 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 nations billions of dollars each year to treat these chronic health conditions. Garden on the Go: Year-round mobile produce delivery program, that aims to increase access to affordable, fresh fruits & vegetables for the city's most disadvantaged neighbors. Garden on the Go reported 18,998 transactions to thousands of community members in underserved neighborhoods across Marion County in 2012. For just $7, Garden on the Go shoppers can purchase one pound of green beans, one pound of bananas, one pound of tomatoes, three pounds of potatoes, a bunch of greens, a head of lettuce, a couple of apples and a couple of oranges. In 2012, Garden on the Go received the Indiana State Health Commissioner Award for Excellence in Public Health. The award is given to programs that contribute to promoting, protecting and providing for the health of the people of Indiana. Indy Urban Acres: 8-acre organic urban farm that supplies low-income Hoosiers with healthy fruits and vegetables. Produce grown at this site is given to Gleaners Food Bank. In 2012, 1,000 people benefited from Indy Urban Acres produce. The amount of fruits and vegetables generated by the farm and donated to Gleaners totaled 35,619 pounds. To learn about gardening and the importance of good nutrition, 1,000 children from the Indy Parks summer program visited Indy Urban Acres in 2012. The food pantry at IPS #14 serves 40-50 families each week. The produce from Indy Urban Acres helps provide fresh fruits and vegetables and expand the pantry's food supply, making it possible to better serve everyone who visits each week. Food pantry patrons enjoy sharing their recipes of dishes that use fresh produce. Additionally, in 2012, IU Health West entered into a partnership with the Plainfield Parks and Recreation Department, which includes the Plainfield Recreation and Aquatic Center (PRAC). The hospital provides a wide variety of services to community residents and PRAC members, including physician and healthcare expert seminars, a Mini-Marathon training group, wellness and prevention screenings, free sunscreen to pool patrons and participation in all department-sponsored walks/runs. IU Health West Hospital also partnered with the Brownsburg Chamber of Commerce to present a weekly summer Farmer's Market on the Town Hall lawn. At its peak, a dozen farmers and other vendors offered fresh produce, meats and baked goods for town residents to purchase. In addition, two of the farmer vendors completed the process to accept state WIC vouchers from low-income families to purchase healthy foods. Access to Affordable Healthcare One of the first steps to improved health outcomes is having access to healthcare resources. 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. IU Health Neighborhood Care Center The goal of the IU Health Neighborhood Care Center is to develop a model that might be implemented in other communities served by IU Health to improve access to healthcare for Hoosiers. The center also was conceived as a way to help decrease the number of people usin
STATE FILING OF COMMUNITY BENEFIT REPORT 990 SCHEDULE H, PART VI IN,
Schedule H (Form 990) 2012
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
2012
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH 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. Part II can be duplicated if additional space is needed.
(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) INDIANA UNIVERSITY SCHOOL OF MEDICINE
714 N SENATE AVE
INDIANAPOLIS,IN46202 		35-6001673 501(C)(3) 20,000,000 0 N/A N/A RESEARCH SUPPORT
(2) METHODIST RESEARCH INSTITUTE INC
950 N MERIDIAN ST
INDIANAPOLIS,IN46204 		35-1007590 501(C)(3) 2,181,414   N/A N/A GENERAL SUPPORT
(3) HEALTHNET INC
3401 RAYMOND ST
INDIANAPOLIS,IN46203 		35-1579827 501(C)(3) 254,100   N/A N/A GENERAL SUPPORT
(4) UNITED WAY OF CENTRAL INDIANA INC
PO BOX 88409
INDIANAPOLIS,IN46208 		35-1007590 501(C)(3) 158,100   N/A N/A GENERAL SUPPORT
(5) INDIANA SPORTS CORPORATION
201 S CAPITOL AVE
INDIANAPOLIS,IN46225 		31-0975117 501(C)(3) 146,667   N/A N/A GENERAL SUPPORT
(6) UNITED METHODIST FOUNDATION OF INDIANA INC
8401 FISHERS CENTER DR
FISHERS,IN46038 		23-7258100 501(C)(3) 100,000   N/A N/A GENERAL SUPPORT
(7) PLAYWORKS EDUCATION ENERGIZED
380 WASHINGTON ST
OAKLAND,CA94607 		94-3251867 501(C)(3) 75,000   N/A N/A GENERAL SUPPORT
(8) METHODIST HEALTH FOUNDATION INC
1800 N CAPITOL AVE
INDIANAPOLIS,IN46202 		35-6043086 501(C)(3) 50,440   N/A N/A GENERAL SUPPORT
(9) CROSSROADS COUNCIL OF BOY SCOUTS OF AMERICA INC
7125 FALL CREEK RD
INDIANAPOLIS,IN46256 		35-0867962 501(C)(3) 39,000   N/A N/A GENERAL SUPPORT
(10) CENTRAL INDIANA CORPORATE PARTNERSHIP INC
111 MONUMENT CIRCLE
INDIANAPOLIS,IN46204 		35-2065459 501(C)(6) 35,000   N/A N/A GENERAL SUPPORT
(11) NEAR NORTH DEVELOPMENT CORPORATION
2123 N MERIDIAN ST
INDIANAPOLIS,IN46202 		35-1427889 501(C)(3) 25,500   N/A N/A GENERAL SUPPORT
(12) INDIANA SPECIAL OLYMPICS INC
6100 W 96TH ST
INDIANAPOLIS,IN46278 		35-1262574 501(C)(3) 25,000   N/A N/A GENERAL SUPPORT
(13) INDIANA REPERTORY THEATRE INC
140 W WASH ST
INDIANAPOLIS,IN46204 		35-1186290 501(C)(3) 22,000   N/A N/A GENERAL SUPPORT
(14) FISHERS PARADE & FESTIVAL INC
PO BOX 930
FISHERS,IN46038 		35-1873340 501(C)(3) 20,000   N/A N/A GENERAL SUPPORT
(15) INDIANAPOLIS PARKS FOUNDATION INC
615 N ALABAMA ST
INDIANAPOLIS,IN46204 		35-1860468 501(C)(3) 20,000   N/A N/A GENERAL SUPPORT
(16) AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES
ONE N FRANKLIN ST
CHICAGO,IL60606 		36-3208430 501(C)(6) 15,000   N/A N/A GENERAL SUPPORT
(17) INDIANAPOLIS DOWNTOWN INC
111 MONUMENT CIRCLE
INDIANAPOLIS,IN46204 		35-1877771 501(C)(3) 15,000   N/A N/A GENERAL SUPPORT
(18) THE ALBERT SCHWEITZER FELLOWSHIP
109 BROOKLINE AVE
BOSTON,MA02215 		13-1982786 501(C)(3) 15,000   N/A N/A GENERAL SUPPORT
(19) BOSMA INDUSTRIES FOR THE BLIND INC
8020 ZIONSVILLE RD
INDIANAPOLIS,IN46268 		31-1246086 501(C)(3) 10,000   N/A N/A GENERAL SUPPORT
(20) NAACP - GREATER INDIANAPOLIS BRANCH
300 E FALL CREEK
INDIANAPOLIS,IN46205 		13-1084135 501(C)(3) 10,000   N/A N/A GENERAL SUPPORT
(21) SALVATION ARMY INDIANA DIVISION
3100 N MERIDIAN ST
INDIANAPOLIS,IN46206 		35-0868167 501(C)(3) 10,000   N/A N/A GENERAL SUPPORT
(22) METROPOLITAN INDIANAPOLIS PUBLIC BROADCASTING INC
1630 N MERIDIAN ST
INDIANAPOLIS,IN46202 		35-1147600 501(C)(3) 10,000   N/A N/A GENERAL SUPPORT
(23) HENDRICKS COUNTY ECONOMIC DEVELOPMENT PARTNERSHIP
5250 E US HIGHWAY 36
AVON,IN46123 		35-1817139 501(C)(6) 7,500   N/A N/A GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
20
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
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.
Part III can be duplicated 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
(1) SEE PART IV 1 200,000      












Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
Schedule I, Part I - General Information on Grants and Assistance Line 2 - Organization's Procedures for 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 purposes intended.
Schedule I, Part III - Grants and Other Assistance to Individuals Line 1 Funding provided to Indiana University School of Medicine to support a management position.
Schedule I (Form 990) 2012


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
2012
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH 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 or provision of all of 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 filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
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 Regulations 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)DANIEL F EVANS JRDIRECTOR/PRESIDENT & CEO (i)
(ii)		 1,043,576
0 		313,408
0 		56,850
0 		838,555
0 		26,887
0 		2,279,276
0 		0
0
(2)JAMES E LINGEMAN MDDIRECTOR (i)
(ii)		 29,250
849,424 		0
10,000 		0
19,272 		0
17,500 		0
25,457 		29,250
921,653 		0
0
(3)NORMAN G TABLER JRSECRETARY/SVP, GEN. CSL. & CCO (i)
(ii)		 361,474
0 		117,125
0 		105,659
0 		620,101
0 		19,055
0 		1,223,414
0 		0
0
(4)RYAN C KITCHELLTREAS./EVP & CFO (5/10-12/31) (i)
(ii)		 477,947
0 		38,401
0 		29,196
0 		96,622
0 		26,312
0 		668,478
0 		0
0
(5)ISADORE RIVASINTERIM CFO (01/01 - 05/09) (i)
(ii)		 102,842
0 		8,250
0 		212,241
0 		2,063
0 		18,917
0 		344,313
0 		0
0
(6)SAMUEL L ODLEEVP & COO (01/01 - 07/13) (i)
(ii)		 356,249
0 		196,059
0 		5,638,241
0 		21,020
0 		16,409
0 		6,227,978
0 		3,970,628
0
(7)JAMES G TERWILLIGERINTERIM COO (09/23 - 12/31) (i)
(ii)		 323,645
0 		57,250
0 		35,726
0 		79,520
0 		25,697
0 		521,838
0 		0
0
(8)RICHARD F GRAFFIS MDEVP & CMO (i)
(ii)		 530,045
11,309 		163,274
0 		101,243
0 		21,020
0 		19,492
0 		835,074
11,309 		0
0
(9)LINDA Q EVERETT PHD RNEVP & CNE (i)
(ii)		 366,906
0 		106,089
0 		481,870
0 		21,020
0 		24,788
0 		1,000,673
0 		332,432
0
(10)JAMES A JORGENSONVP & CPO (i)
(ii)		 229,717
0 		0
0 		1,806
0 		21,020
0 		19,412
0 		271,955
0 		0
0
(11)JOHN C KOHNE MDCOO (MH) (i)
(ii)		 276,262
136,070 		27,604
13,596 		218,613
107,675 		14,084
6,937 		16,512
8,133 		553,075
272,411 		194,402
0
(12)DEBRA L UHLCOO (UH) (01/01 - 11/30) (i)
(ii)		 275,704
0 		0
0 		1,806
0 		304,607
0 		17,403
0 		599,520
0 		0
0
(13)KELLY L BRAVERMANINTERIM COO (UH) (12/01-12/31) (i)
(ii)		 157,269
0 		2,500
0 		286
0 		12,370
0 		774
0 		173,199
0 		0
0
(14)LINDA K CHASE RNVP & CNO (MH) (i)
(ii)		 218,831
0 		0
0 		4,111
0 		20,230
0 		18,812
0 		261,984
0 		0
0
(15)JEFFREY L SPERRING MDPRESIDENT & CEO (RH) (i)
(ii)		 367,646
0 		0
0 		3,199
0 		84,021
0 		19,745
0 		474,611
0 		0
0
(16)MARILYN L COX RNSVP & CNO (RH) (i)
(ii)		 193,355
0 		90,168
0 		33,018
0 		151,167
0 		23,264
0 		490,972
0 		23,952
0
(17)DANIEL L FINKFORMER PRESIDENT & CEO (RH) (i)
(ii)		 0
0 		0
0 		407,152
0 		0
0 		3,365
0 		410,517
0 		404,530
0
(18)RICHARD S HELSPERFORMER VP, OPERATIONS (i)
(ii)		 94,804
0 		0
0 		21,088
0 		867
0 		369
0 		117,128
0 		0
0
(19)EDWARD A HARLAMERT MDSTAFF PHYSICIAN (HPI) (i)
(ii)		 993,617
0 		0
0 		1,806
0 		21,020
0 		17,469
0 		1,033,912
0 		0
0
(20)LAWRENCE S KLEIN MDSTAFF PHYSICIAN (HPI) (i)
(ii)		 759,307
0 		0
0 		18,221
0 		21,020
0 		18,482
0 		817,030
0 		0
0
(21)SAMI AASAR MDSTAFF PHYSICIAN (HPI) (i)
(ii)		 769,695
0 		0
0 		630
0 		21,020
0 		29,307
0 		820,652
0 		0
0
(22)BLAIR S MACPHAIL MDSTAFF PHYSICIAN (HPI) (i)
(ii)		 746,896
0 		0
0 		18,806
0 		21,020
0 		30,380
0 		817,102
0 		0
0
(23)DEON W VIGILANCE MDSTAFF PHYSICIAN (CCSG) (i)
(ii)		 721,240
147,801 		0
0 		315
105 		21,020
7,500 		19,170
6,364 		761,745
161,770 		0
0
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule J, Part I - Questions Regarding Compensation Line 1b - Charter Travel, Gross-Up Payments and Personal Services Three employees listed on Form 990, Part VII, Section A, Line 1a were provided charter flights for certain trips that were justified by business need. The travel was not treated as taxable compensation as the flights were business related. Charter travel is available on a limited basis for a demonstrated business need, and is not based on position or available to any specific individual. Samuel L. Odle received financial planning services, of which the expenses and the tax gross-up on the expenses 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 - Questions Regarding Compensation Line 4a - Severance or Change-of-Control Payments Norman G. Tabler, Jr. entered into a severance agreement in 2012. Included in column C, other deferred compensation, is $599,081 of deferred compensation and benefits. Isadore Rivas received 2012 severance of $169,616 from Indiana University Health, Inc. This amount is included in column b (iii), other reportable compensation. Debra L. Uhl entered into a severance agreement in 2012. Included in column C, other deferred compensation, is $283,587 of deferred compensation and benefits. Daniel L. Fink received 2012 severance of $404,530 from Indiana University Health, Inc. This amount is included in column b (iii), other reportable compensation.
Schedule J, Part I - Questions Regarding Compensation Line 4b - Supplemental Nonqualified Retirement Plan Daniel F. Evans Jr., Norman G. Tabler, Jr., Ryan C. Kitchell, Samuel L. Odle, James G. Terwilliger, Richard F. Graffis, M.D., Linda Q. Everett, Ph.D., R.N., John C. Kohne, M.D., Jeffrey L. Sperring, M.D., and Marilyn L. 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. With the exception of Norman G. Tabler, Jr., Samuel L. Odle, Richard F. Graffis, M.D., Linda Q. Everett, Ph.D., R.N., John C. Kohne, M.D. and Marilyn L. Cox, 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., Samuel L. Odle, Richard F. Graffis, M.D., Linda Q. Everett. Ph.D., R.N., John C. Kohne, M.D. and Marilyn L. Cox, $54,935, $5,543,808, $75,270, $460,740, $323,516, and $27,439 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 - Questions Regarding Compensation Line 7 - Non-Fixed Payments Amounts disclosed in Column B(ii) include a long-term and short-term incentive for certain executives and short-term incentive for other employees. Although these plans are based on a fixed formula that has been approved by the Board of Directors based upon certain qualitative and quantitative factors and goals, all discretionary incentive plans must be approved by the Committee on Personnel and Compensation and Board of Directors prior to any incentive payout.
Schedule J (Form 990) 2012

Additional Data


Software ID:  
Software Version:  
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 Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH 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 45479RAH0 01-24-2006 325,003,005 SERIES 2006A BONDS   X   X   X
B INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
  		35-1611409 45479RBL0 09-14-2006 387,109,760 SERIES 2006B BONDS   X   X   X
C INDIANA FINANCE AUTHORITY
  		35-1602316   04-09-2010 28,000,000 TAX-EXEMPT LEASE, 2010   X   X   X
D INDIANA FINANCE AUTHORITY
  		35-1602316 45471AEB4 04-19-2011 228,195,000 SERIES 2011A, B, C, D, AND E BONDS   X   X   X
INDIANA FINANCE AUTHORITY
  		35-1602316 45471AED0 05-05-2011 274,815,000 SERIES 2011F, G, H AND I BONDS   X   X   X
INDIANA FINANCE AUTHORITY
  		35-1602316   05-25-2011 111,435,000 SERIES 2011L AND M BONDS   X   X   X
INDIANA FINANCE AUTHORITY
  		35-1602316 45471AFX5 12-07-2011 221,617,127 SERIES 2011N BONDS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 31,370,000 0 26,355,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 348,013,874 388,586,019 28,000,000 228,203,281
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 29,904,769 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 1,947,719 2,286,019 0 740,000
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 316,161,386 0 28,000,000 70,008,281
11 Other spent proceeds . . . . . . . . . . . . . . 0 386,300,000 0 157,455,000
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2007 2012 2010 2012
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
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 of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . . . . . . . . . . . . X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any 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 0.00000% 0.00000% 0.00000% 0.00000%
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 0.00000% 0.00000% 0.00000% 0.00000%
6 Total of lines 4 and 5 . . . . . . . . . . . . . . . 0.00000% 0.00000% 0.00000% 0.00000%
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If “Yes” to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.00000% 0.00000% 0.00000% 0.00000%
c If “Yes” to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X X   X  
b Exception to rebate? . . . . . . . .   X X     X   X
c No rebate due? . . . . . . . . . .
X     X   X   X
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . . . .                
e Was a hedge terminated? . . . . . . .                
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X X     X   X
b Name of provider . . . . . . . . . 0
  		SEE PART VI
  		0
  		0
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X   X          
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . . X     X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
1 Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
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 - Bond Issues Page 1 - Line A, Column (f) - Description of Purpose The Series 2006A bonds were issued in order to provide funding for new construction of buildings and structures and the purchase equipment
Schedule K, Part I - Bond Issues Page 1 - Line B, Column (f) - Description of Purpose The Series 2006B Bonds were issued in order to refund the Series 1996B and C, 2000B and C, and 2003H and I Bonds. The Series 1996B and C, 2000B and C, and 2003H and I Bonds were issued on December 31, 1996, November 21, 2000, and August 12, 2003, respectively.
Schedule K, Part I - Bond Issues Page 1 - Line C, Column (f) - Description of Purpose The Tax-Exempt Lease, 2010 was used to provide funding for critical care aircraft.
Schedule K, Part I - Bond Issues Page 1 - Line D, Column (f) - Description of Purpose The Series 2011A, B, C, D, and E Bonds were issued to provide funding for new construction of buildings and structures and purchase equipment. Additionally, the Bonds were issued in order to refund the Series 2008A, B, C, and D Bonds. The 2008A, B, C, and D Bonds were issued on September 11, 2008.
Schedule K, Part II - Proceeds Page 1 - Line 3 - Total Proceeds of Issue Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceed: Series 2006A Bonds: Issue Price: $325,003,005 Earnings: $23,010,869 Total Proceeds: $348,013,874 Series 2006B Bonds: Issue Price: $387,109,760 Earnings: $1,476,259 Total Proceeds: $388,586,019 Series 2011A,B,C,D,E Bonds: Issue Price: $228,195,000 Earnings: $8,281 Total Proceeds: $228,203,281
Schedule K, Part III - Private Business Use 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 - Arbitrage Line 2c - Date the Rebate Computation was Performed January 24, 2011
Schedule K, Part IV, Column A - Arbitrage Line 6 - Gross Proceeds Invested Beyond an Available Temporary Period Any gross proceeds invested beyond the temporary period were yield restricted.
Schedule K, Part IV, Column B - Arbitrage Line 5 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, Part I - Bond Issues Page 2 - Line A, Column (f) - Description of Purpose The Series 2011F, G, H, and I Bonds were issued in order to refund the Series 2005A, B, C, and D Bonds. The Series 2005A, B, C, and D Bonds were issued on November 15, 2005.
Schedule K, Part I - Bond Issues Page 2 - Line B, Column (f) - Description of Purpose The Series 2011 L and M Bonds were issued in order to provide funding for new construction of buildings and structures and purchase of equipment.
Schedule K, Part I - Bond Issues Page 2 - Line C, Column (f) - Description of Purpose The Series 2011N Bonds were issued in order to refund the Series 2011E bonds issued on April 19, 2011, refund the 2011F and G Bonds issued on May 5, 2011, and pay off a portion of a taxable line of credit, which was used for new construction of buildings and structures and purchase of equipment. Additionally, the Series 2011N Bonds were used to pay down a taxable line of credit used to purchase the Series 2006 Bonds of Indiana University Health Ball Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, to refund the Series 2006 Bonds of Indiana University Health White Memorial Hospital, Inc., a related 501(c )(3) tax-exempt organization, and to refund the Series 1998B Bonds of Indiana University Health Bloomington Hospital, Inc., a related 501(c)(3) organization, issued on November 17, 1999.
Schedule K, Part II - Proceeds Page 2 - Line 3 - Total Proceeds of Issue Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceed: Series 2011F,G,H,I Bonds: Issue Price: $274,815,000 Earnings: $39 Total Proceeds: $274,815,039 Series 2011LM Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068 Series 2011F,G,H,I Bonds: Issue Price: $274,815,000 Earnings: $39 Total Proceeds: $274,815,039 Series 2011LM Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068
Schedule K (Form 990) 2012

Additional Data


Software ID:  
Software Version:  

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 Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH 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 45479RAH0 01-24-2006 325,003,005 SERIES 2006A BONDS   X   X   X
B INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
  		35-1611409 45479RBL0 09-14-2006 387,109,760 SERIES 2006B BONDS   X   X   X
C INDIANA FINANCE AUTHORITY
  		35-1602316   04-09-2010 28,000,000 TAX-EXEMPT LEASE, 2010   X   X   X
D INDIANA FINANCE AUTHORITY
  		35-1602316 45471AEB4 04-19-2011 228,195,000 SERIES 2011A, B, C, D, AND E BONDS   X   X   X
INDIANA FINANCE AUTHORITY
  		35-1602316 45471AED0 05-05-2011 274,815,000 SERIES 2011F, G, H AND I BONDS   X   X   X
INDIANA FINANCE AUTHORITY
  		35-1602316   05-25-2011 111,435,000 SERIES 2011L AND M BONDS   X   X   X
INDIANA FINANCE AUTHORITY
  		35-1602316 45471AFX5 12-07-2011 221,617,127 SERIES 2011N BONDS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 31,370,000 0 26,355,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 348,013,874 388,586,019 28,000,000 228,203,281
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 29,904,769 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 1,947,719 2,286,019 0 740,000
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 316,161,386 0 28,000,000 70,008,281
11 Other spent proceeds . . . . . . . . . . . . . . 0 386,300,000 0 157,455,000
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2007 2012 2010 2012
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
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 of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . . . . . . . . . . . . X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any 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 0.00000% 0.00000% 0.00000% 0.00000%
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 0.00000% 0.00000% 0.00000% 0.00000%
6 Total of lines 4 and 5 . . . . . . . . . . . . . . . 0.00000% 0.00000% 0.00000% 0.00000%
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If “Yes” to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.00000% 0.00000% 0.00000% 0.00000%
c If “Yes” to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X X   X  
b Exception to rebate? . . . . . . . .   X X     X   X
c No rebate due? . . . . . . . . . .
X     X   X   X
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . . . .                
e Was a hedge terminated? . . . . . . .                
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X X     X   X
b Name of provider . . . . . . . . . 0
  		SEE PART VI
  		0
  		0
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X   X          
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . . X     X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
1 Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
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 - Bond Issues Page 1 - Line A, Column (f) - Description of Purpose The Series 2006A bonds were issued in order to provide funding for new construction of buildings and structures and the purchase equipment
Schedule K, Part I - Bond Issues Page 1 - Line B, Column (f) - Description of Purpose The Series 2006B Bonds were issued in order to refund the Series 1996B and C, 2000B and C, and 2003H and I Bonds. The Series 1996B and C, 2000B and C, and 2003H and I Bonds were issued on December 31, 1996, November 21, 2000, and August 12, 2003, respectively.
Schedule K, Part I - Bond Issues Page 1 - Line C, Column (f) - Description of Purpose The Tax-Exempt Lease, 2010 was used to provide funding for critical care aircraft.
Schedule K, Part I - Bond Issues Page 1 - Line D, Column (f) - Description of Purpose The Series 2011A, B, C, D, and E Bonds were issued to provide funding for new construction of buildings and structures and purchase equipment. Additionally, the Bonds were issued in order to refund the Series 2008A, B, C, and D Bonds. The 2008A, B, C, and D Bonds were issued on September 11, 2008.
Schedule K, Part II - Proceeds Page 1 - Line 3 - Total Proceeds of Issue Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceed: Series 2006A Bonds: Issue Price: $325,003,005 Earnings: $23,010,869 Total Proceeds: $348,013,874 Series 2006B Bonds: Issue Price: $387,109,760 Earnings: $1,476,259 Total Proceeds: $388,586,019 Series 2011A,B,C,D,E Bonds: Issue Price: $228,195,000 Earnings: $8,281 Total Proceeds: $228,203,281
Schedule K, Part III - Private Business Use 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 - Arbitrage Line 2c - Date the Rebate Computation was Performed January 24, 2011
Schedule K, Part IV, Column A - Arbitrage Line 6 - Gross Proceeds Invested Beyond an Available Temporary Period Any gross proceeds invested beyond the temporary period were yield restricted.
Schedule K, Part IV, Column B - Arbitrage Line 5 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, Part I - Bond Issues Page 2 - Line A, Column (f) - Description of Purpose The Series 2011F, G, H, and I Bonds were issued in order to refund the Series 2005A, B, C, and D Bonds. The Series 2005A, B, C, and D Bonds were issued on November 15, 2005.
Schedule K, Part I - Bond Issues Page 2 - Line B, Column (f) - Description of Purpose The Series 2011 L and M Bonds were issued in order to provide funding for new construction of buildings and structures and purchase of equipment.
Schedule K, Part I - Bond Issues Page 2 - Line C, Column (f) - Description of Purpose The Series 2011N Bonds were issued in order to refund the Series 2011E bonds issued on April 19, 2011, refund the 2011F and G Bonds issued on May 5, 2011, and pay off a portion of a taxable line of credit, which was used for new construction of buildings and structures and purchase of equipment. Additionally, the Series 2011N Bonds were used to pay down a taxable line of credit used to purchase the Series 2006 Bonds of Indiana University Health Ball Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, to refund the Series 2006 Bonds of Indiana University Health White Memorial Hospital, Inc., a related 501(c )(3) tax-exempt organization, and to refund the Series 1998B Bonds of Indiana University Health Bloomington Hospital, Inc., a related 501(c)(3) organization, issued on November 17, 1999.
Schedule K, Part II - Proceeds Page 2 - Line 3 - Total Proceeds of Issue Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceed: Series 2011F,G,H,I Bonds: Issue Price: $274,815,000 Earnings: $39 Total Proceeds: $274,815,039 Series 2011LM Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068 Series 2011F,G,H,I Bonds: Issue Price: $274,815,000 Earnings: $39 Total Proceeds: $274,815,039 Series 2011LM Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068
Schedule K (Form 990) 2012

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH 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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2012
Schedule L (Form 990 or 990-EZ) 2012
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) CHV CAPITAL INC SEE PART V 103,730 SEE PART V   No
(2) HEALTH VENTURE MANAGEMENT LLC SEE PART V 2,669,935 SEE PART V   No
(3) CHV FUND I LLC SEE PART V 572,913 SEE PART V   No
(4) IU HEALTH PLANS INC SEE PART V 541,102 SEE PART V   No
(5) IUH ASSURANCE LTD SEE PART V 5,358,753 SEE PART V   No
(6) IU HEALTH RISK RETENTION GROUPINC SEE PART V 13,718,445 SEE PART V   No
(7) SENATE STREET SURGERY CENTER LLC SEE PART V 1,595,504 SEE PART V   No
(8) ROC SURGERY LLC SEE PART V 2,584,311 SEE PART V   No
(9) HILL-ROM HOLDINGS INC SEE PART V 6,198,785 SEE PART V   No
(10) JAMIE M RIVAS SEE PART V 64,142 SEE PART V   No
(11) JUSTIN HELSPER SEE PART V 49,262 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 Line 1, Columns (b) and (d) - Relationship and Description of Transaction Daniel F. Evans, Jr. served on the board of directors of CHV Capital, Inc. IU Health performs services for CHV Capital, Inc. and was compensated for such services on an arm's length basis. Additionally, CHV Capital, Inc. paid rent to IU Health on an arm's length basis. John C. Kohne, M.D. served on the board of managers of Health Venture Management, LLC. IU Health performed services for Health Venture Management, LLC and was compensated for such services on an arm's length basis. Additionally, Health Venture Management, LLC performed services for IU Health and was compensated for such services on an arm's length basis. Daniel F. Evans, Jr. served on the board of managers of CHV Fund I, LLC. CHV Fund I, LLC provided investment management services to IU Health and was compensated for such services on an arm's length basis. Norman G. Tabler, Jr., Ryan C. Kitchell and James G. Terwilliger each served on the board of directors of Indiana University Health Plans, Inc. during 2012. IU Health performed services for Indiana University Health Plans, Inc. and was compensated for such services on an arm's length basis. Additionally, IU Health received capitated payments from Indiana University Health Plans, Inc. Thirdly, Indiana University Health Plans, Inc. paid rent to IU Health on an arm's length basis. Norman G. Tabler, Jr. was an officer and served on the board of directors of IUH Assurance, Ltd. IU Health purchased insurance from IUH Assurance, Ltd. on an arm's length basis. Norman G. Tabler, Jr. was an officer and served on the board of directors of IU Health Risk Retention Group, Inc. IU Health performed services for IU Health Risk Retention Group, Inc. and was compensated for such services on an arm's length basis. Additionally, IU Health purchased insurance from IU Health Risk Retention Group, Inc. on an arm's length basis. John C. Kohne, M.D. and Linda Q. Everett served on the board of managers of Senate Street Surgery Center, LLC. IU Health performed services for Senate Street Surgery Center, LLC and was compensated for such services on an arm's length basis. Additionally, Senate Street Surgery Center, LLC paid rent to IU Health on an arm's length basis. Jeffrey L. Sperring, M.D. served on the board of managers of ROC Surgery, LLC. IU Health performed services for ROC Surgery, LLC and was compensated for such services on an arm's length basis. Additionally, ROC Surgery, LLC paid rent to IU Health on an arm's length basis. Charles E. Golden served on the board of directors of Hill-Rom Holdings, Inc. From time to time, IU Health purchased products from Hill-Rom during the ordinary course of business on an arm's length basis. Jamie M. Rivas, the daughter-in-law of Isadore Rivas, VP-Finance & Interim CFO of IU Health, served and was compensated as an employee of IU Health. Justin K. Helsper, the son of Richard S. Helsper, a former key employee of IU Health, served and was compensated as an employee of IU Health.
Schedule L (Form 990 or 990-EZ) 2012

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
2012
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
 
Employer identification number

35-1955872
Identifier Return Reference Explanation
Part III, Line 4a Statement of Program Service Accomplishments Indiana University Health System Indiana University Health ("IU Health") is the state's largest and most comprehensive health system. With hospitals in sixteen Indiana communities, the system's strength is grounded in its unique partnership with Indiana University School of Medicine ("IUSOM"), one of the nation's leading medical schools. Millions of people annually, across Indiana and beyond, receive nationally recognized, patient-centered care at IU Health. Indiana University Health, Inc. The parent organization of the Indiana University Health System is Indiana University Health, Inc. Our Mission IU Health, a statewide academic health system formed in 1997, is dedicated to its mission to improve the health of its patients and communities through innovation and excellence in care, education, research and service. Our Values At IU Health, we value: - Total patient care, including mind, body and spirit - Excellence in education for healthcare providers - Quality of care and respect for life - Charity, equality and justice in healthcare - Leadership in health promotion and wellness - Excellence in research - An internal community of mutual trust and respect Our Vision IU Health strives to be a preeminent leader in clinical care, education, research and service. Our excellence is measured by objective evidence and established best practices. Exemplary levels of respect and dignity are given to patients and their families, while professionalism and collegiality mark relationships between employees and physicians. IU Health continues to focus on innovation and excellence through collaboration among its partner hospitals and its affiliation with IUSOM. Financial Assistance and Unreimbursed Care Ensuring Access to Quality Healthcare IU Health has a long tradition of helping people in need gain access to high-quality healthcare. This includes treating all patients, regardless of their ability to pay. With on-site financial assistance counselors at each hospital, IU Health offers comprehensive financial assistance services to those who are low income, uninsured or underinsured. Criteria for Financial Assistance Federal poverty guidelines are used to determine eligibility for financial assistance. This financial assistance, also referred to as charity care, provides free or reduced-cost healthcare to low-income individuals. While there are some differences in how financial assistance is determined across IU Health system hospitals, general guidelines include: - Free care for those earning up to 200 percent of federal poverty guidelines. - Discounted care on a sliding scale for families earning 200 to 400 percent of federal poverty guidelines, which is approximately $46,100 to $92,200 for a family of four. - Discounted care on a sliding scale for families earning 400 to 650 percent of federal poverty guidelines. - Free care to patients whose health insurance does not cover all medical expenses and whose medical expenses would make them indigent if forced to cover all costs. Information about IU Health's financial assistance policy is given to patients when they register and is also included on IU Health billing statements. Financial assistance applications are available online at http://iuhealth.org/patients/billing-center/financial-assistance/. Unreimbursed Costs IU Health absorbs unreimbursed costs from government-sponsored programs that are based on income level, such as Medicaid, the Children's Health Insurance Program (CHIP), local and state government programs for persons not eligible for Medicaid, and others. Community Health Improvement Promoting Healthier Communities Improving the health of Indiana communities is an important priority for IU Health, both inside hospital walls and beyond them as well. IU Health has a substantial community benefits program. Health Professions Education Educating Tomorrow's Healthcare Professionals Through its unique partnership with IUSOM, IU Health is committed to educating and preparing the next generation of healthcare professionals. In addition, IU Health offers programming aimed at continuously improving the skills and knowledge of those currently practicing in the field. Supporting Nurses in First Year of Practice Fifty first-year nurses from several IU Health facilities, including IU Health West Hospital, IU Health University Hospital and Riley Hospital for Children at IU Health, participated in a pilot program designed to help new nurses adjust to the requirements and stressors of working in complex patient care environments. This new Nursing Residency Program provides participants with targeted education on specific topics, peer-to-peer support and unit-level mentorship. Accredited Pharmacy Residency Program IU Health's strong pharmacy residency program, based at the system's downtown Indianapolis hospitals, covers many disciplines, including pharmacy practice, pediatrics, critical care, internal medicine and infectious disease. In 2012, pharmacy informatics was added to the list of specialties. The IU Health pharmacy residency program is one of only six in the nation - accredited by the American Society of Health-Systems Pharmacists - to offer the informatics residency option, which helps residents gain knowledge and experience in management of pharmacy information systems.
Part III, Line 4a (Continued) Statement of Program Service Accomplishments Subsidized Health Services Services and Care for Those in Need IU Health offers a number of programs and services to help those in need improve their health and wellbeing. While IU Health often provides these services at a financial loss, ensuring underserved populations have access to these essential services is an important IU Health priority. IU Health Hospice http://iuhealth.org/hospice/ IU Health Hospice provides traditional and alternative services to help improve the quality of life for hospice patients. Our specially trained interdisciplinary team works with each patient's doctors to provide pain management services as well as complementary, alternative treatments to fully focus on patient comfort, symptom relief and improvement of quality of life. Hospice care services include nursing visits, respite care, pharmaceutical services, medical social work, spiritual care, and counseling services. IU Health Diabetes http://iuhealth.org/diabetes-endocrinology/ Uncontrolled diabetes can put a person at risk for complications such as increased risk for heart attack and stroke, kidney, nerve, eye damage, and many other conditions. The IU Health team of certified diabetes educators, dietitians and nurses with specialized training in diabetes care and education work collaboratively to develop treatment plans that best suit each individual patient. The following IU Health locations provide diabetes education classes to help community members and families gain the knowledge and skills they need to achieve and maintain control of diabetes. - IU Health Methodist Hospital - IU Health University Hospital - Riley Hospital for Children at IU Health Research http://iuhealth.org/knowledge/ Innovation and Discovery Support Health and Healing IU Health fosters a strong commitment to research excellence; in fact, it's part of the health system's mission. As an academic health system, IU Health is at the forefront of new treatment innovations designed to improve patient outcomes and enhance quality of life. In countless endeavors, IU Health actively supports researchers by providing access to the latest technology and facilities, fostering an environment that makes new discoveries possible. Collaborative Strategic Research Initiative In 2012, IU Health and IUSOM announced they will invest $150 million over five years in a new research collaboration, the Strategic Research Initiative, that will enhance the institutions' joint capabilities in fundamental scientific investigation, translational research and clinical trials resulting in innovative treatments for disease. IU Health is investing $75 million in the Strategic Research Initiative and IU School of Medicine is matching that with an additional $75 million in resources. The initial focus will be on projects in the fields of neuroscience, cancer and cardiovascular disease. New treatment for aneurysm In 2012, IU Health Methodist Hospital was the first hospital in the state and second in the nation to successfully implant a special stent graft, the Ventana Fenestrated Stent Graft System, aimed at helping those who previously required invasive surgery to repair an abdominal aortic aneurysm. The new system could offer a less invasive approach by not cutting off blood flow to the kidneys or requiring open repair, which has up to a 10 percent mortality rate. IU Health surgeons are hopeful this new procedure, still in clinical trials, will have a one percent or less mortality rate. Promising tool for autism research The Riley Hospital for Children Christian Sarkine Autism Treatment Center at Indiana University Health began using a new tool, the Eye Tracker, to better detect, assess the severity, and possibly even change the treatment of autism spectrum disorders (ASDs). The Eye Tracker is a non-invasive way to gauge how people look at faces and whether a person is more prone to looking at moving objects or social situations. Studies reveal that toddlers with autism look more at moving objects than toddlers with normal development. Eye Tracker results are used to help identify subgroups of people with autism that may respond best to certain treatment. Riley Hospital at IU Health is the only hospital in the Midwest and one of just a few nationwide using the tool for autism research.
Part III, Line 4a (Continued) Statement of Program Service Accomplishments Financial and In-Kind Contributions Teaming Up to Care for Those in Need Creating partnerships with organizations that share similar values is an important part of IU Health's community outreach efforts. Across Indiana, IU Health hospitals donate funds and provide in-kind contributions to improve communities and foster better health. Donation of Life- Saving Device Additionally, IU Health West donated an AED and all of the necessary supplies to the Hendricks County Senior Services Center. Dozens of seniors gather in the building daily for meals, programs, exercise and fellowship. The center did not have this crucial and potentially life-saving piece of equipment. Community Building Building Strong Communities, Building Better Lives Through financial support and its team member volunteer network, "Strength That Cares," IU Health supports Indiana communities. While health and wellness are the primary focus, IU Health is committed to activities that make life better for all - especially those who are most vulnerable. Strength that Cares Through IU Health's team member volunteer program, Strength That Cares, team members across the state made a difference in the lives of thousands of Hoosiers. In 2012, volunteers: - Built 25 Habitat for Humanity home panels throughout Indiana. Three of those homes were given to victims of the Henryville, Ind., tornado. - Impacted the lives of just over 400 at-risk children by serving as camp or reading buddies in IU Health's Kindergarten Countdown program to prepare at-risk children for their first day of kindergarten. - Collected over 5,000 books during the Kindergarten Countdown Book Drive to provide one book, each day, to each child served in the program's camps. For some children, this was the first book they ever owned. - Packaged 20,000 nutritious meals for malnourished and underserved children and families in Indiana as part of IU Health's Martin Luther King Jr. Day Celebration. - Educated visitors to the Indiana State Fair on how to live a healthier lifestyle by eating nutritious foods and being active. College Mentors for Kids To support education and development, IU Health provided a financial donation to the College Mentors for Kids program. College Mentors for Kids' mission is to connect college students with the most to give to kids who need it most. By promoting educational achievement and professional goal-setting from a young age, College Mentors helps develop productive, motivated adults. Starfish Initiative - Back 2 School Expo The Starfish Initiative is dedicated to making a difference in the lives of at-risk and economically disadvantaged high school students. IU Health provided a donation to support the Starfish Initiative's Back 2 School Expo in 2012. This free community event provided the parents of children in grades Pre-K through 12th access to valuable information related to planning for and financing college, educational options, extracurricular activities and additional resources to help their children have a successful future. 2012 Community Benefit Needs and Priorities Many factors contribute to the health and wellbeing of individuals and communities. Social and environmental factors play a large role in determining the overall health of our communities, part of which is defined by the access people have to high-quality care. Through a targeted community outreach strategy, Indiana University Health seeks to address these needs through impactful programs and collaborations that achieve measureable results. IU Health continually analyzes community needs assessments and best practices of local and national organizations, including the Indiana State Department of Health, county health departments, the Centers for Disease Control and Prevention, and United Way of Central Indiana, to identify the most critical needs and determine its system-wide community health outreach priorities. IU Health focused on these health priorities in 2012: - Preventing and reversing obesity - Expanding access to healthcare - Preventing injuries - Enhancing childhood education - Revitalizing communities
Part III, Line 4a (Continued) Statement of Program Service Accomplishments Preventing and reversing obesity Obesity is a risk factor for a number of diseases, including diabetes, heart disease and stroke, hypertension, arthritis, and cancer. A 2006 analysis of nine studies assessing produce consumption and risk of heart disease found that disease risk decreases four percent for each additional portion per day of fruits and vegetables. Additionally, a study with a 19-year follow up showed that those who ate fruits and vegetables at least three times per day (compared to those who did not eat fruits and vegetables on a daily basis) had a 27 percent lower risk of having a stroke - and a reduced risk of dying from stroke and cardiovascular disease throughout the study. IU Health targets obesity by focusing on its primary causes: lack of physical activity and exercise options, poor diet and inadequate access to healthy and nutritious foods. Garden on the Go Launched in May 2011 with 12 weekly stops, Garden on the Go, is a year-round mobile produce initiative started by IU Health to improve access to fresh, affordable fruits and vegetables in "food deserts" in Marion County (Indianapolis). Urban neighborhoods and rural towns without nearby access to supermarkets and grocery stores are often referred to as "food deserts." Many of these neighborhoods have little access to fresh fruits and vegetables or are limited to only fast food restaurants and convenience stores offering few healthy food options. According to the U.S. Department of Agriculture (USDA), there are at least 40 low-income census tracts in the Indianapolis area in which a significant number of residents is more than one mile from the nearest supermarket. After just four months, Garden on the Go was expanded to 16 stops, and in 2012, the coverage area includes 22 stops. Program Highlights and Impact - Garden on the Go reported 18,998 transactions to thousands of community members in underserved neighborhoods across Marion County in 2012. - For just $7, Garden on the Go shoppers can purchase one pound of green beans, one pound of bananas, one pound of tomatoes, three pounds of potatoes, a bunch of greens, a head of lettuce, a couple of apples and a couple of oranges. - In 2012, Garden on the Go received the Indiana State Health Commissioner Award for Excellence in Public Health. The award is given to programs that contribute to promoting, protecting and providing for the health of the people of Indiana. Indy Urban Acres Established in 2011, Indy Urban Acres is an eight-acre organic urban farm that supplies homegrown fruits and vegetables to Hoosiers with financial need. The project is a collaboration between IU Health, the Indianapolis Parks Department, the Indianapolis Parks Foundation and Gleaners Food Bank. Produce from Indy Urban Acres is donated to two Gleaners food pantries - Indianapolis Public Schools #14 food pantry and Old Bethel Community Outreach food pantry. Program Highlights and Impact - In 2012, 1,000 people benefited from Indy Urban Acres produce. The amount of fruits and vegetables generated by the farm and donated to Gleaners totaled 35,619 pounds. - To learn about gardening and the importance of good nutrition, 1,000 children from the Indy Parks summer program visited Indy Urban Acres in 2012. - The food pantry at IPS #14 serves 40-50 families each week. The produce from Indy Urban Acres helps provide fresh fruits and vegetables and expand the pantry's food supply, making it possible to better serve everyone who visits each week. Food pantry patrons enjoy sharing their recipes of dishes that use fresh produce. 500 Festival Education Program The 500 Festival Education Program, which took place at the Indianapolis Motor Speedway over nine days in April and May, offered nearly 11,000 Hoosier fourth graders the opportunity to receive hands on learning about IndyCar, the Indianapolis 500 and the sport of auto racing. As part of IU Health's title sponsorship, participating students were given the opportunity to learn about healthy eating and living habits, and work out with an IndyCar driver (#27 James Hinchcliffe) via a pre-recorded, interactive video with live facilitation by IU Health team member volunteers. Expanding access to healthcare Poverty, unemployment and other economic and social indicators often make it difficult for people to access healthcare. The limited availability of low-cost care options, such as federally qualified health centers and free clinics, also contributes to poor access to healthcare. IU Health invests in programs and services targeted to improve access to healthcare for underserved populations. IU Health Neighborhood Care Center The goal of the IU Health Neighborhood Care Center is to develop a model that might be implemented in other communities served by IU Health to improve access to healthcare for Hoosiers. The center also was conceived as a way to help decrease the number of people using area emergency departments for treatment of common illnesses and conditions that can be most affordably handled at primary care offices. Launched as a pilot project, the IU Health Neighborhood Care Center is a collaboration with Barnes United Methodist Church, IUSOM, Butler University Physician Assistant Program, Butler University College of Pharmacy and Timmy Global Health. Program Highlights and Impact - Between September and December 2012, more than 150 people visited the care center to receive free flu vaccinations. In addition, nearly 50 body mass index (BMI) and blood pressure screenings were performed. - In September 2012, free flu shots were offered at the care center for neighbors in the United Northwest area.
Part III, Line 4a (Continued) Statement of Program Service Accomplishments Preventing injuries Injuries are one of the leading causes of hospitalization and the need for medical care. IU Health helps prevent injuries by focusing on education and community outreach in key areas, such as falls prevention for older adults and bike helmet and child seat safety for children. Falls Prevention for Older Adults Each year, one in three adults age 65 and older experiences a fall. In 2012, falls were responsible for nearly 8,000 visits to IU Health emergency departments across the state. IU Health strives to reduce the number of injuries due to falls among the older adult population by offering two unique programs. A Matter of Balance Sponsored by IU Health, "A Matter of Balance" is an award-winning program designed to reduce falling and increase the activity levels of older adults who are at risk of falling. Program participants learn to alter their environment to reduce risk factors of falling, increase activity and improve strength and balance. Program Highlights and Impact - Six "A Matter of Balance" classes were conducted in 2012 with 84 total participants. - Ninety-eight percent of participants would recommend "A Matter of Balance" to others. Safe at Home In 2012 IU Health partnered with CICOA Aging & In-Home Solutions and other area agencies on aging to conduct Safe at Home, a half-day event to assist older adults in making their homes safe and accessible for daily living. Program Highlights and Impact - Five hundred IU Health and other community volunteers made simple home modifications, such as installing bathroom grab bars, building ramps and repairing stairs to help decrease risk of accidents in the home. - During the October event, 128 seniors in seven IU Health communities across Indiana benefited from Safe at Home. Riley Hospital for Children at IU Health Safety Store Riley Hospital for Children at IU Health helps Hoosier parents keep their children safe through injury prevention education and the sale of low-cost child safety products at the hospital's safety store. Riley opened its first safety store in its downtown Indianapolis hospital more than 10 years ago, and today there are Riley Safety Stores at IU Health Tipton Hospital, IU Health West Hospital, and IU Health Bloomington Hospital. Trained educators at each store help meet each family's needs by showing them how to install and use safety products. The affordable safety products stocked at the store range from bath, electrical and fire safety devices to gates, locks and latches. Enhancing childhood education Education plays a crucial role in health outcomes. Level of education has an impact not only on personal health, but it has multigenerational implications as well. Children with a solid educational foundation and parents who are involved in their education are more likely to embrace healthy lifestyles and habits and succeed generally in life. Additionally, research from The National Center for Public Policy and Higher Education shows that greater educational attainment is associated with health-promoting behaviors, such as increased consumption of fruits and vegetables and other aspects of healthy eating; engaging in physical activity and refraining from smoking. Realizing that educational disparities appear early, IU Health is committed to enhancing childhood education to improve health and lifelong quality of life. Kindergarten Countdown As one of IU Health's signature programs and a collaboration with United Way, Kindergarten Countdown helps hundreds of soon-to-be kindergartners improve their readiness for school. In addition to providing health screenings and vaccinations to students, the program offers assistance to parents in registering their kindergartners for school. Kindergarten Countdown summer camps are designed to provide at-risk youngsters the basic skills they need to succeed in their first year of school. With support from IU Health, Kindergarten Countdown has expanded to 10 communities across Indiana. Program Highlights and Impact - Kindergarten Countdown improved the school readiness of 400 children in 2012. - Campers achieved a 19 percent increase in Get Ready to Read scores from baseline testing conducted at the beginning of camp. - In 2012 ReadUP Reader was introduced in Marion County. Targeting underserved preschools, this program provides daily "reading buddies" to preschool children in an effort to strengthen early reading and comprehension skills. Revitalizing communities Good health and quality of life thrive in strong, vibrant communities. To help ensure continuous improvement in communities across Indiana, IU Health participates in and sponsors revitalization projects.
Part III, Line 4a (Continued) Statement of Program Service Accomplishments 2012 Day of Service As an opportunity to give back to the community, more than 2,200 IU Health team member volunteers across the state built Habitat for Humanity home panels during the system-wide "Day of Service" in May 2012. As a result, 25 homes were built, impacting the lives of 100 people in Indiana. Four of the homes were given to victims of the devastating 2012 tornado in Henryville, Ind. Strength That Cares IU Health is committed to serving people both inside its facilities and within the wider community. Strength That Cares, IU Health's team member volunteer program, was created to positively impact the health of the community and foster a culture of engagement and social responsibility among team members. With a membership of more than 10,600 IU Health team members, Strength That Cares is a statewide initiative with ongoing community service projects in areas served by IU Health facilities. Coppin Community Park As part of the Strength That Cares initiative, IU Health collaborated with Near North Development Corporation to turn four lots into a community park. The area is now a pocket park with landscaping, picnic benches and a walking trail. Martin Luther King, Jr. Day As part of the annual celebration honoring Martin Luther King, Jr., IU Health partnered with Kids Against Hunger for a 20,000 Meal Marathon Event. IU Health Strength That Cares volunteer teams packaged 20,000 meals for malnourished and underserved children and families across the United States. Lunches for Ronald McDonald House Families The IU Health Engagement & Public Affairs division prepared and served three weeks of meals to families staying at the Ronald McDonald House at Riley Hospital for Children at IU Health. The fun, team-building activity helped ensure these families received healthy, home-cooked meals during a time of stress. Academic Health Center IU Health Methodist Hospital Founded in 1908, IU Health Methodist Hospital is a national and regional healthcare leader with a long-standing tradition of preeminent patient care and clinical excellence. For more than 10 consecutive years, IU Health Methodist Hospital has been ranked among the top 50 hospitals nationally in U.S.News & World Report's "America's Best Hospitals" guide. IU Health Methodist Hospital hosts one of the largest critical care departments in the nation and is one of only two adult Level One Trauma Centers in Indiana. The hospital is home to a number of award-winning clinical programs, including cardiovascular, transplant and neuroscience. The Fairbanks Center for Medical Ethics - one of the few clinically based medical ethics centers in the U.S. - also is housed at IU Health Methodist Hospital. With a primary focus on improving the ethical lives of healthcare practitioners, the Fairbanks Center, with its robust programs, directly impacts IU Health and the central Indiana community through interdisciplinary collaboration in ethics consultation, education, research and service. 2012 Community Benefits Highlights - IU Health Methodist Hospital provides a 24-hour nurse line staffed by specially trained registered nurses who assess each caller's needs and advise appropriate care. In 2012, more than 3,000 community members received assistance from this IU Health service. - In 2012, IU Health Methodist Hospital provided quality healthcare at no cost to more than 44,000 patients in need of care. - In partnership with Recycle Force, IU Health Methodist Hospital hosted a rush-hour recycling event in November 2012. This event, held at four locations, promoted the safe and legal recycling of old electronics. Funds generated from the recycling help to provide job re-entry opportunities for those in need. One hundred and fifty individuals donated nearly 11,000 pounds of qualified recyclables during the event. - Dedicated IU Health Methodist Hospital team members reached nearly 1,400 individuals through cancer prevention efforts such as skin cancer screenings, risk assessments and breast, cervical, lung, colon, and skin cancer prevention education at the Indiana's Women's Prison. In 2012, 90 risk assessments were completed. Forty-eight people received genetic testing, and genetic mutations were identified in eight families. These individuals now have the knowledge to make medical management decisions based on their increased risk of cancer - all with the goal of preventing disease. (Medical management decisions to reduce risk include surveillance, chemoprevention and prophylactic surgery.) Admissions: 32,354 Outpatient Visits: 374,330 Number of Employees: 12,463 (all AHC) Number of Beds: 695 IU Health University Hospital IU Health University Hospital is a major teaching hospital, offering patients access to the treatments, therapies and procedures found only in the most advanced academic medical centers. Patients benefit from the hospital's close affiliation with IUSOM. Many of the treatment advances start in IUSOM research laboratories and are incorporated into patient care through clinical programs at IU Health University Hospital. IU Health University Hospital is home to several clinical programs consistently ranked among the best in the nation by U.S.News and World Report. IU Melvin and Bren Simon Cancer Center collaboration between IU Health and IUSOM - is the state's only National Cancer Center (NCI)-designated cancer center providing patient care. IU Health University Hospital is also home to IU Health Transplant, the largest and most comprehensive center of its kind in the region and the fourth largest by volume in the nation. 2012 Community Benefits Highlights - In 2012, the Integrated Care Management department provided patients assistance with transportation, meals, and funds for medications to lend a hand to patients in need of these essential services. One family expressed how grateful they were to receive help with purchasing propane to heat their home and groceries to nourish their family. - IU Health University Hospital collaborates with the IU School of Medicine to develop and educate future healthcare leaders by combining technology and innovation with patient-centered care. - A kidney transplant procedure at IU Health University Hospital was Indiana's first successful "live-tweeted" surgery on Twitter. During the surgery that saved the life of a 31-year-old Indiana man, IU Health staff provided "play-by-play" commentary from the surgical team and family members, as well as photos from the procedure. Admissions: 15,252 Outpatient Visits: 420,604 Number of Employees: 12,463 (all AHC) Number of Beds: 368
Part III, Line 4a (Continued) Statement of Program Service Accomplishments Riley Hospital for Children at IU Health As Indiana's first and most comprehensive pediatric hospital, Riley Hospital for Children at IU Health is nationally ranked in all 10 pediatric specialty areas rated by U.S.News and World Report. The hospital's unique partnership with Indiana University School of Medicine ensures Riley's highly skilled physicians have access to the most innovative treatments and the latest research and technology. Riley Hospital at IU Health provides comprehensive, family-centered care to more than 215,000 children annually through its inpatient and outpatient programs. Pediatric patients and their families travel from across Indiana, the region and the world to access Riley's nationally recognized clinical programs. - The Riley Hospital for Children School Program enables children and adolescents with chronic and life-changing illnesses or injuries to be successful in school. An important issue for a hospitalized child is absence from school. The Riley School Program provides educational consultations and individualized tutoring sessions for children admitted to Riley for long-term treatment or those requiring repeated hospitalizations throughout the year. In 2012, nearly 5,800 educational consultations were facilitated through the Riley School Program, and more than 2,290 tutoring sessions were conducted. - Riley Hospital for Children at IU Health promotes childhood safety through the sale of affordable safety products at its safety store. The variety of products includes items for the bath, electrical and fire safety items, and locks and latches. The Riley safety stores, with locations at IU Health hospitals in downtown Indianapolis, Tipton, Bloomington and Avon, also provide injury prevention education with trained educators on hand to help answer parents' questions about child safety and product use. - Riley Hospital for Children at IU Health houses Indiana's only Level 1 Pediatric Trauma Center. As such, it provides pre-hospital educational outreach throughout the state on issues related to pediatric trauma care. Additionally, the trauma team works with community organizations, city and state agencies, and neighborhoods to decrease injuries among children by providing safety inspection of playgrounds, education on reducing home-related, pedestrian, bicycle and motor vehicle injuries. Admissions: 10,465 Outpatient Visits: 258,679 Number of Employees: 12,463 (all AHC) Number of Beds: 277 IU Health Saxony Hospital IU Health Saxony Hospital, opened in late 2011, is a specialty care hospital focusing on surgical services for cardiovascular, orthopedic and spine. Located in Fishers, the 42-bed hospital includes an intensive care unit, six technologically advanced operating suites, a full-service, 24/7 emergency department, a helipad for medical transport and a medical office complex. Medical and surgical specialists, including Riley Children's Specialists, see patients in the medical office building adjacent to IU Health Saxony Hospital. Additional services include a sleep lab, outpatient surgery center and facilities for cardiac rehabilitation and physical, occupational and speech therapies. IU Health Saxony Hospital also offers on-site diagnostics, such as MRI, CT and nuclear medicine. For women, an advanced imaging center provides mammography, ultrasound and bone density studies. 2012 Community Benefits Highlights - To raise awareness of sudden cardiac death and to prevent resulting deaths, IU Health Saxony Hospital donated automatic external defibrillators (AED) to three junior high schools in the Hamilton Southeastern Schools district and one church in Fishers. Hospital team members worked with the school and church staffs to ensure effective AED placement and also provided hands-on training for using the machines. - IU Health Saxony Hospital sponsored two recycling events in June and November 2012. More than 5,400 pounds of recyclables were collected at the event, which also included on-site shredding of confidential documents. - Fifty-nine IU Health Saxony Hospital team members spent a total of 236 volunteer hours building a panel for a Habitat for Humanity home in 2012. Admissions: 1,211 Outpatient Visits: 28,122 Number of Employees 198 Number of Beds: 32 IU Health North Hospital Offering a wide range of clinical services, IU Health North Hospital provides high-quality, patient-centered care to residents in Hamilton County and the surrounding area. In addition to a comprehensive cardiovascular program and maternity services, IU Health North Hospital, located in Carmel, offers the renowned pediatric expertise of Riley Hospital for Children at IU Health. The 189-bed facility features dedicated pavilions for women, children and specialty surgery, as well as an attached medical office building. All patient rooms are private, including those in the neonatal and pediatric intensive care units, to ensure a comfortable, healing environment for patients and families. IU Health North Hospital has been recognized both nationally and internationally for patient satisfaction. Year after year, the hospital performs above state and national averages in patient satisfaction as reported by the Hospital Consumer Assessment of Healthcare Providers and Systems Survey (HCAHPS). 2012 Community Benefits Highlights - IU Health North Hospital made the holidays a little brighter for children at Dayspring Center, a homeless shelter for families in Indianapolis. The hospital facilitated a holiday bike drive, providing free bicycles to more than 25 children. Bike helmets were also donated to the shelter. - More than 75 children received free vision and dental screenings at the annual IU Health North Hospital Pumpkin Patch Festival. Blood pressure screenings were also provided at the festival, which featured health information booths and family activities. - IU Health North Hospital supported a car seat safety program sponsored by the Carmel Fire Department and Trinity Free Clinic. The hospital's donation was used to purchase car seats for families in need. - To help prevent injuries to children riding in cars, IU Health North Hospital devotes 10 hours each month to conducting free car seat safety inspections for community members. In 2012, the hospital inspected 144 car seats for safety. Admissions: 10,217 Outpatient Visits: 123,922 Number of Employees 1,070 Number of Beds: 189 IU Health West Hospital IU Health West Hospital provides a full range of healthcare services, including maternity, orthopedics and cancer care. The 142-bed hospital, located in Avon, was built with the comfort and needs of patients, families and visitors in mind. To help ensure patient privacy, the hospital features multiple corridors and elevators to separate patient and public areas. 2012 Community Benefits Highlights - In 2012, IU Health West entered into a partnership with the Plainfield Parks and Recreation Department, which includes the Plainfield Recreation and Aquatic Center. The hospital provides a wide variety of services to community residents and PRAC members, including physician and healthcare expert seminars, a Mini-Marathon training group, wellness and prevention screenings, free sunscreen to pool patrons and participation in all department-sponsored walks/runs. An important component of the partnership also includes supporting the department's Beneficent Fund, which allows low income individuals and families to apply for free or discounted membership to the PRAC. The Fund also covers the cost of all classes, from aerobics and yoga to swim lessons. This support doubled the number of individuals and families the Fund was able to accommodate in 2012 over 2011. - IU Health West partnered with the Brownsburg Chamber of Commerce to present a weekly summer Farmer's Market on the Town Hall lawn. At its peak, a dozen farmers and other vendors offered fresh produce, meats and baked goods for town residents to purchase. In addition, two of the farmer vendors completed the process to accept state WIC vouchers from low-income families to purchase healthy foods. - In 2012, IU Health West continued to exceed its goal to support system biobank deposits. This IU Health West contribution supports the important work begin doing by researchers at IU Health. The hospital's goal was to enroll 144 people, and ended the year with 280. This clinical effort to collect samples was supported by the inclusion of biobank researchers at one of the hospital's free, monthly community education lunch-and-learns. Admissions: 8,399 Outpatient Visits: 135,473 Number of Employees: 772 Number of Beds: 142
Part V - Statements Regarding Other IRs Filings and Tax Compliance Line 4b - Name of Foreign Countries In addition to the Cayman Islands, Indiana University Health, Inc. also has an interest in financial accounts in the following foreign countries: Canada Czech Republic Denmark Greece Hungary Indonesia Israel Japan Mexico South Korea Turkey United Kingdom
Part VI, Section A - Governing Body and Management Line 2 - Family or Business Relationships Norman G. Tabler, Jr., Ryan C. Kitchell, and James G. Terwilliger each served on the board of directors of Indiana University Health Plans, Inc. during 2012. No additional compensation was provided. John C. Kohne, M.D and Linda Q. Everett served on the board of managers of Senate Street Surgery Center, LLC. No additional compensation was provided. D. Craig Brater, M.D. was the Chairman and Daniel F. Evans, Jr. and Michael A. McRobbie, Ph.D. served on the board of directors of BioCrossroads. J. Scott Davison served as the Executive Vice President and Michael A. McRobbie and David W. Goodrich served on the board of directors of America United Mutual Insurance Holding Company.
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 shall have one vote (regardless of the number of persons in that class) on each matter submitted to a vote at an annual or special meeting of the members of the Corporation, and the Methodist Class shall have one vote (regardless of the number of persons in that class) on each matter submitted to a vote at an annual or special meeting of the members of the Corporation. With regard to the appointment of the Board of Directors of the Corporation, nine (9) to ten (10) "at-large directors" shall be jointly elected by the affirmative vote of both member classes. One (1) director shall be elected by the University Class. One (1) director shall be elected by the Methodist Class following a nomination by the Leadership Council of the Methodist Medical Group, Inc., an Indiana nonprofit corporation. In the event that Methodist Medical Group, Inc. or its Leadership Council ceases to exist or is no longer predominantly composed of physicians who utilize Methodist Hospital as their primary hospital, the Methodist Class shall designate another Methodist Hospital-based physician organization to nominate this director. If an appropriate physician organization does not exist, the Methodist Class shall elect a physician, giving preference to one who is Methodist Hospital-based. Additionally, the Dean of Indiana University School of Medicine, Bishop of the Indiana Area of the United Methodist Church, and the President and Chief Executive Officer of the Corporation shall be ex-officio directors. 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") used a thorough process for the review of the Form 990 and related schedules before it was filed. The 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 or her knowledge and approval of the interest. The form is then submitted to Corporate Compliance for review. If the disclosure is by the President & CEO, it is reviewed by the Chairman of the Board of Directors for approval. If the disclosure is by a member of the Board of Directors, the General Counsel and 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. The Committee on Finance 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 Committee on Finance 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. 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 C - Disclosure 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 and as an attachment to the Form 990.
Part VII, Section A - Governing Body and Management Line 1a, Column (B) - Average hours per week During part of 2012, Richard F. Graffis, M.D. devoted 55 hours per week as the Executive Vice President and Chief Medical Officer of Indiana University Health, Inc and part of 2012 as a Staff Physician of Indiana University Health Healthcare Associates, Inc., a related entity. During part of 2012, Deon W. Vigilance, M.D. devoted 55 hours per week as a Staff Physician of Indiana University Health, Inc and part of 2012 as a Staff Physician of Indiana University Health Healthcare Associates, Inc., a related entity.
Part XI - Reconciliation of Net Assets Line 9 - Other Changes in Net Assets or Fund Balances During 2012, Indiana University Health, Inc. recorded the following other changes in net assets or fund balances: Income/(Loss) - Related 501(c)(3) Organizations: 361,938 Equity Transfers (Capital Funding): -59,583,113 Equity Transfers (Merger): 17,402,193 Purchase Accounting: -17,937,316 Change in Pension Obligation: 1,294,232 Mark-to-Market on Interest Rate Swaps: -754,082 Deferred Gain on Sale: -3,481,460
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

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
2012
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
 
Employer identification number

35-1955872
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) 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) CCCG LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
20-3949968 		HEALTHCARE IN 111,940 44,115 IUH
 
(2) CCSG LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-1921481 		HEALTHCARE IN 5,181,266 393,484 IUH
 
(3) CLARIAN HEALTH NORTH LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
43-1980602 		HEALTHCARE IN 124,144,352 0 IUH
 
(4) CLARIAN HEALTH WEST LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
43-1980611 		HEALTHCARE IN 24,800,407 0 IUH
 
(5) CLARIAN NEUROLOGY GROUP LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-3052008 		HEALTHCARE IN 0 0 IUH
 
(6) CLARIAN QUALITY PARTNERS LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-3603579 		HEALTHCARE IN 0 0 IUH
 
(7) CLARIAN SAXONY MEDICAL CENTER LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-2414219 		HEALTHCARE IN 0 0 IUH
 
(8) HEART PARTNERS OF INDIANA LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
20-1123537 		HEALTHCARE IN 6,185,312 1,733,041 IUH
 
(9) IU HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
80-0141954 		MANAGEMENT IN 3,837,107 0 IUH
 
(10) IU HEALTH SAXONY SURGERY CENTER LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-5271091 		HEALTHCARE IN 1,584,642 3,113,970 IUH
 
(11) SENATE HEALTH PLANS SOLUTIONS LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-3736054 		MANAGEMENT IN 7,902,744 3,439,951 IUH
 
(12) ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
35-1348013 		HEALTHCARE IN 19,564,124 4,236,105 IUH
 
Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to 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 entity?
Yes No
(1) CLARIAN TRANSPLANT INSTITUTE INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
13-4350599 		HEALTHCARE IN 501(C)(3) 9 IUH
 
Yes
 
(2) GOSHEN HEALTH SYSTEM INC

200 HIGH PARK AVE

GOSHEN,IN46527
35-1974765 		HEALTHCARE IN 501(C)(3) 11 I IUH
 
Yes
 
(3) GOSHEN HOSPITAL ASSOCIATION INC

200 HIGH PARK AVE

GOSHEN,IN46527
35-6001540 		HEALTHCARE IN 501(C)(3) 3 GHS
 
Yes
 
(4) HEALTHLINC INC

714 S ROGERS ST

BLOOMINGTON,IN46402
26-3571507 		HEALTHCARE IN 501(C)(3) 9 IUHB
 
Yes
 
(5) INDIANA RADIOLOGY PARTNERS INC

950 N MERIDIAN ST STE 800

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

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-6079797 		FUNDRAISING IN 501(C)(3) 11 I IUHA
 
Yes
 
(7) IU HEALTH ARNETT INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
26-3162145 		HEALTHCARE IN 501(C)(3) 3 IUH
 
Yes
 
(8) IU HEALTH BALL MEMORIAL HOSPITAL INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-0867958 		HEALTHCARE IN 501(C)(3) 3 IUH
 
Yes
 
(9) IU HEALTH BALL MEMORIAL PHYSICIANS INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1925641 		HEALTHCARE IN 501(C)(3) 9 IUHBMH
 
Yes
 
(10) IU HEALTH BEDFORD INC

2900 W 16TH ST

BEDFORD,IN47421
23-7042323 		HEALTHCARE IN 501(C)(3) 3 IUH
 
Yes
 
(11) IU HEALTH BLACKFORD HOSPITAL INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
01-0646166 		HEALTHCARE IN 501(C)(3) 3 IUHBMH
 
Yes
 
(12) IU HEALTH BLOOMINGTON INC

PO BOX 1149

BLOOMINGTON,IN47403
35-1720796 		HEALTHCARE IN 501(C)(3) 3 IUH
 
Yes
 
(13) IU HEALTH BMH FOUNDATION INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
31-1111784 		FUNDRAISING IN 501(C)(3) 11 I IUHBMH
 
Yes
 
(14) IU HEALTH CARE ASSOCIATES INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1747218 		HEALTHCARE IN 501(C)(3) 9 IUH
 
Yes
 
(15) IU HEALTH LAPORTE HOSPITAL INC

PO BOX 250

LAPORTE,IN46352
35-1125434 		HEALTHCARE IN 501(C)(3) 3 IUH
 
Yes
 
(16) IU HEALTH LAPORTE PHYSICIANS INC

PO BOX 250

LAPORTE,IN46352
31-1070868 		HEALTHCARE IN 501(C)(3) 3 IUHLH
 
Yes
 
(17) IU HEALTH MORGAN HOSPITAL INC

2209 JOHN R WOODEN DR

MARTINSVILLE,IN46151
27-3533027 		HEALTHCARE IN 501(C)(3) 3 IUH
 
Yes
 
(18) IU HEALTH NORTH HOSPITAL INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1932442 		HEALTHCARE IN 501(C)(3) 3 IUH
 
Yes
 
(19) IU HEALTH PAOLI HOSP FOUNDATION INC

PO BOX 499

PAOLI,IN47454
31-0992486 		FUNDRAISING IN 501(C)(3) 11 III-0 IUHP
 
Yes
 
(20) IU HEALTH PAOLI INC

PO BOX 2499

PAOLI,IN47454
35-2090919 		HEALTHCARE IN 501(C)(3) 3 IUHB
 
Yes
 
(21) IU HEALTH TIPTON HOSPITAL INC

1000 S MAIN ST

TIPTON,IN46072
26-2772226 		HEALTHCARE IN 501(C)(3) 3 IUH
 
Yes
 
(22) IU HEALTH WEST HOSPITAL INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1814660 		HEALTHCARE IN 501(C)(3) 3 IUH
 
Yes
 
(23) IU HEALTH WHITE MEMORIAL HOSPITAL INC

720 S SIXTH ST

MONTICELLO,IN47960
27-3532963 		HEALTHCARE IN 501(C)(3) 3 IUH
 
Yes
 
(24) IU MEDICAL GROUP FOUNDATION INC

340 W 10TH ST NO FS5100

INDIANAPOLIS,IN46202
20-1093251 		FUNDRAISING IN 501(C)(3) 11 II NA
 
 
No
(25) METHODIST HEALTH FOUNDATION INC

1800 N CAPITOL AVE

INDIANAPOLIS,IN46202
35-6043086 		FUNDRAISING IN 501(C)(3) 11 I IUH
 
Yes
 
(26) METHODIST HEALTH GROUP INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-0876390 		HEALTHCARE IN 501(C)(3) 11 III-FI NA
 
 
No
(27) METHODIST MEDICAL GROUP INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1945384 		HEALTHCARE IN 501(C)(3) 3 IUH
 
Yes
 
(28) METHODIST OCCUP HEALTH CENTERS INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1844176 		HEALTHCARE IN 501(C)(3) 3 IUH
 
Yes
 
(29) METHODIST RESEARCH INSTITUTE INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-2023710 		HEALTHCARE IN 501(C)(3) 11 I IUH
 
Yes
 
(30) MH HEALTHCARE INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
35-1766531 		HEALTHCARE IN 501(C)(3) 3 MMG
 
Yes
 
(31) MORGAN CO MEM HOSP FOUNDATION INC

2209 JOHN R WOODEN DR

MARTINSVILLE,IN46151
35-2035162 		FUNDRAISING IN 501(C)(3) 11 II IUHMH
 
Yes
 
(32) MORGAN CO MEM HOSP GUILD INC

2209 JOHN R WOODEN DR

MARTINSVILLE,IN46151
31-0886844 		FUNDRAISING IN 501(C)(3) 11 III-FI IUHMH
 
Yes
 
(33) MORGAN HEALTH SERVICES INC

1949 HOSPITAL DR

MARTINSVILLE,IN46151
35-1968564 		HEALTHCARE IN 501(C)(3) 3 IUHMH
 
Yes
 
(34) IU HEALTH WHITE MEMORIAL FOUNDATION

PO BOX 952

MONTICELLO,IN47960
35-1671806 		FUNDRAISING IN 501(C)(3) 11 III-0 IUHWMH
 
Yes
 
(35) UNIVERSITY FAMILY PHYSICIANS INC

950 N MERIDIAN ST STE 800

INDIANAPOLIS,IN46204
23-7427350 		HEALTHCARE IN 501(C)(3) 9 IUHCA
 
Yes
 
(36) REHABILITATION HOSPITAL OF INDIANA INC

411 SHORE DR

INDIANAPOLIS,IN46254
35-1786005 		HEALTHCARE IN 501(C)(3) 3 MHH
 
Yes
 
(37) RHI FOUNDATION INC

4141 SHORE DR

INDIANAPOLIS,IN46254
35-1932349 		FUNDRAISING IN 501(C)(3) 11 I RHI
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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) BALL OUTPATIENT SURGERY CENTER LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
27-0275794 		HEALTHCARE IN BOSCH
  		N/A 0 0   No 0   No 0 %
(2) BELTWAY SURGERY CENTERS LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
35-2072586 		HEALTHCARE IN BSCH
  		N/A 0 0   No 0   No 0 %
(3) BLOOMINGTON ENDOSCOPY CENTERS LLC

PO BOX 1149
BLOOMINGTON,IN47402
35-2117943 		HEALTHCARE IN IUHB
  		N/A 0 0   No 0   No 0 %
(4) BMH OUTPATIENT SURGERY SERVICES LLC

2401 W UNIVERSITY AVE
MUNCIE,IN47303
20-4567998 		HEALTHCARE IN IUHBMH
  		N/A 0 0   No 0   No 0 %
(5) BOSC HOLDINGS LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
45-4147343 		HEALTHCARE IN IUH
  		RELATED 1,494,671 5,692,673   No 0   No 51.000 %
(6) CARDINAL HEALTH INITIATIVES LLC

950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
30-0102702 		PURCHASING IN IUHBMH
  		N/A 0 0   No 0   No 0 %
(7) CHV FUND I LLC

950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-2523206 		VENTURE CAPITAL IN IUH
  		EXCLUDED 4,338,124 19,112,040   No 0   No 100.000 %
(8) CHV FUND MANAGEMENT LLC

950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-2523151 		VENTURE CAPITAL IN CHV
  		N/A 0 0   No 0   No 0 %
(9) CLARIAN HEALTH NETWORK LLC

950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
35-2055030 		HEALTHCARE IN IUH
  		RELATED 0 0   No 0   No 66.700 %
(10) EAGLE HIGHLANDS SURGERY CENTER LLC

3000 RIVERCHASE GALLERIA STE 500
BIRGMINGHAM,AL35244
35-2259204 		HEALTHCARE IN EHSCH
  		N/A 0 0   No 0   No 0 %
(11) EHSC HOLDINGS LLC

3000 RIVERCHASE GALLERIA STE 500
BIRGMINGHAM,AL35244
45-4147879 		HEALTHCARE IN IUH
  		RELATED 2,128,983 2,496,823   No 0   No 51.000 %
(12) HEALTH VENTURE MANAGEMENT LLC

950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
20-5740218 		MANAGEMENT IN IUH
  		UNRELATED 316,192 468,135   No 229,631   No 99.000 %
(13) IEC HOLDINGS LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
45-4148032 		HEALTHCARE IN IUH
  		RELATED 3,489,963 3,624,332   No 0   No 51.000 %
(14) INDIANA ENDOSCOPY CENTERS LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
20-8398421 		HEALTHCARE IN IECH
  		N/A 0 0   No 0   No 0 %
(15) BSC HOLDINGS LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
45-2314634 		HEALTHCARE IN IUH
  		RELATED 12,280,095 19,317,148   No 0   No 51.000 %
(16) MID-AMERICA SURGERY CENTER LLC

2401 W UNIVERSITY AVE
MUNCIE,IN47303
35-2002953 		HEALTHCARE IN CDHV
  		N/A 0 0   No 0   No 0 %
(17) ROC SURGERY LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
27-1497960 		HEALTHCARE IN ROCSH
  		N/A 0 0   No 0   No 0 %
(18) ROCS HOLDINGS LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
45-4148369 		HEALTHCARE IN IUH
  		RELATED 1,085,876 2,467,011   No 0     51.000 %
(19) SENATE STREET SURGERY CENTER LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
42-1709357 		HEALTHCARE IN SSSCH
  		N/A 0 0   No 0   No 0 %
(20) SSSC HOLDINGS LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
45-4148167 		HEALTHCARE IN IUH
  		RELATED 2,326,186 3,608,731   No 0   No 51.000 %
(21) CARDINAL HEALTH ALLIANCE LLC

2401 W UNIVERSITY AVE
MUNCIE,IN47303
35-1966281 		MANAGED CARE IN IUHBMH
  		        No 0     0 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to 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
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) BMH MEDICAL PAVILION ASSOCIATION INC

2525 W UNIVERSITY AVE
MUNCIE,IN47303
35-1858408 		CONDO MANAGEMENT IN IUHBMH
  		C 0 0 0 % Yes  
(2) CARDINAL HEALTH VENTURES INC

950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
35-1611424 		MANAGEMENT IN IUHBMH
  		C 0 0 0 % Yes  
(3) CHV CAPITAL INC

950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-0752507 		VENTURE CAPITAL IN IUH
  		C 708,314 1,003,526 100.000 % Yes  
(4) IU HEALTH ACO INC

950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
45-4421020 		HEALTHCARE IN IUH
  		C 0 0 0 % Yes  
(5) IU HEALTH BOARD DESIGNATED TRUST

400 HOWARD ST
SAN FRANCISCO,CA94105
30-6309021 		INVESTMENTS IN IUH
  		T 2,622,493 76,017,326 100.000 % Yes  
(6) IU HEALTH NTGI S&P500 FUND CF

PO BOX 804358
CHICAGO,IL60680
30-6298263 		INVESTMENTS IN IUH
  		T 3,518,300 136,791,120 100.000 % Yes  
(7) IU HEALTH PLANS INC

1776 MERIDIAN ST STE 300
INDIANAPOLIS,IN46202
26-2127080 		HMO IN IUH
  		C 118,279,290 10,051,500 100.000 % Yes  
(8) IU HEALTH RISK PURCHASING GROUP INC

151 MEETING ST STE 301
CHARLESTON,SC29401
26-0202446 		INSURANCE IN IUH
  		C 0 6,679 100.000 % Yes  
(9) IU HEALTH RISK RETENTION GROUP INC

151 MEETING ST STE 301
CHARLESTON,SC29401
20-1107674 		INSURANCE SC IUH
  		C 3,746,077 46,691,537 97.000 % Yes  
(10) IU HEALTH SOUTHERN IN PHYSICIANS INC

PO BOX 1149
BLOOMINGTON,IN47402
35-1913875 		HEALTHCARE IN IUHB
  		C 0 0 0 % Yes  
(11) IUH ASSURANCE LTD

PO BOX 69
SOLARIS AVE.,GRAND CAYMAN  
CJ
98-0395429 		INSURANCE CJ IUH
  		C -224,994 93,709,385 100.000 % Yes  
(12) OCC-HEALTH REVENUE SYSTEMS INC

950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
20-3308057 		WORK COMP PPO IN MOHC
  		C 0 0 0 % Yes  
(13) PARKMOR DRUG INC

1501 S MAIN ST
GOSHEN,IN46526
13-1394980 		PHARMACY SALES IN GHS
  		C 0 0 0 % Yes  
(14) PILR INC

200 HIGH PARK AVE
GOSHEN,IN46526
20-4294750 		DEVELOPMENT IN GHS
  		C 0 0 0 % Yes  
(15) RADIATION ONCOLOGY RESOURCES INC

200 HIGH PARK AVE
GOSHEN,IN46526
26-2008424 		HEALTHCARE IN GHS
  		C 0 0 0 % Yes  
(16) SCANS INC

950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
45-3080392 		HEALTHCARE IN CHVF1
  		C 0 0 0 % Yes  
(17) UNIVERSITY HEALTH MANAGEMENT INC

950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-2891143 		MANAGEMENT IN CHV
  		C 0 0 0 % Yes  
(18) UNIVERSITY HEALTH MGMT (CHINA) INC

950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-3891311 		MANAGEMENT IN CHV
  		C 0 0 0 % Yes  
(19) PROTEUO FUND LP

PO BOX 31106
89 NEXUS WAY,GRAND CAYMAN  
CJ
98-1075227 		INVESTMENTS CJ IUH
  		C 1,982,325 95,362,959 100.000 % Yes  
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
 
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
Yes
 
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
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-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) IU HEALTH ARNETT INC

 A 13,118,431 FMV
(2) IU HEALTH BEDFORD INC

 A 256,026 FMV
(3) IU HEALTH BALL MEMORIAL HOSPITAL INC

 A 531,302 FMV
(4) IU HEALTH BLOOMINGTON INC

 A 1,570,618 FMV
(5) CHV CAPITAL INC

 A 62,419 FMV
(6) GOSHEN HOSPITAL ASSOCIATION INC

 A 1,796,551 FMV
(7) IU HEALTH LAPORTE HOSPITAL INC

 A 1,511,101 FMV
(8) IU HEALTH TIPTON HOSPITAL INC

 A 364,217 FMV
(9) IU HEALTH WHITE MEMORIAL HOSPITAL INC

 A 171,221 FMV
(10) METHODIST RESEARCH INSTITUTE INC

 B 2,181,414 FMV
(11) CHV CAPITAL INC

 B 594,817 FMV
(12) CHV FUND I LLC

 B 2,713,464 FMV
(13) INDIANA UNIVERSITY HEALTH PLANS INC

 B 3,100,000 FMV
(14) METHODIST HEALTH FOUNDATION INC

 B 50,440 FMV
(15) IU HEALTH WEST HOSPITAL INC

 B 32,436,081 FMV
(16) METHODIST HEALTH FOUNDATION INC

 C 318,907 FMV
(17) IU HEALTH WEST HOSPITAL INC

 D 5,455,119 FMV
(18) IU HEALTH NORTH HOSPITAL INC

 D 7,588,732 FMV
(19) IU HEALTH ARNETT INC

 J 321,186 FMV
(20) BELTWAY SURGERY CENTERS LLC

 J 1,934,067 FMV
(21) EAGLE HIGHLANDS SURGERY CENTER LLC

 J 871,396 FMV
(22) IU HEALTH CARE ASSOCIATES INC

 J 4,432,866 FMV
(23) METHODIST OCCUPATIONAL HEALTH CENTERS INC

 J 494,057 FMV
(24) SENATE STREET SURGERY CENTER LLC

 J 141,204 FMV
(25) IU HEALTH WEST HOSPITAL INC

 J 341,699 FMV
(26) IU HEALTH NORTH HOSPITAL INC

 J 891,674 FMV
(27) IU HEALTH BALL MEMORIAL HOSPITAL INC

 K 355,598 FMV
(28) IU HEALTH CARE ASSOCIATES INC

 K 89,120 FMV
(29) IU HEALTH NORTH HOSPITAL INC

 K 135,154 FMV
(30) IU HEALTH ARNETT INC

 L 30,637,546 FMV
(31) IU HEALTH BEDFORD INC

 L 970,452 FMV
(32) IU HEALTH BLACKFORD INC

 L 343,968 FMV
(33) IU HEALTH BALL MEMORIAL HOSPITAL INC

 L 35,431,791 FMV
(34) IU HEALTH BALL MEMORIAL PHYSICIANS INC

 L 1,882,667 FMV
(35) BALL OUTPATIENT SURGERY CENTER LLC

 L 778,262 FMV
(36) BELTWAY SURGERY CENTER LLC

 L 3,662,130 FMV
(37) IU HEALTH BLOOMINGTON INC

 L 2,852,402 FMV
(38) CLARIAN TRANSPLANT INSTITUTE INC

 L 152,561 FMV
(39) EAGLE HIGHLANDS SURGERY CENTER LLC

 L 1,085,684 FMV
(40) GOSHEN HOSPITAL ASSOCIATION INC

 L 1,252,103 FMV
(41) INDIANA UNIVERSITY HEALTH PLANS INC

 L 402,424 FMV
(42) INDIANA ENDOSCOPY CENTERS LLC

 L 792,199 FMV
(43) INDIANA RADIOLOGY PARTNERS INC

 L 4,630,846 FMV
(44) IU HEALTH CARE ASSOCIATES INC

 L 24,474,423 FMV
(45) IU HEALTH LAPORTE HOSPITAL INC

 L 2,184,883 FMV
(46) METHODIST OCCUPATIONAL HEALTH CENTERS INC

 L 1,781,685 FMV
(47) IU HEALTH MORGAN HOSPITAL INC

 L 754,570 FMV
(48) ROC SURGERY LLC

 L 2,561,716 FMV
(49) IU HEALTH RISK RETENTION GROUP INC

 L 1,397,500 FMV
(50) SENATE STREET SURGERY CENTER LLC

 L 1,454,300 FMV
(51) IU HEALTH TIPTON HOSPITAL INC

 L 638,577 FMV
(52) IU HEALTH WHITE MEMORIAL HOSPITAL INC

 L 315,983 FMV
(53) IU HEALTH WEST HOSPITAL INC

 L 13,601,834 FMV
(54) IU HEALTH NORTH HOSPITAL INC

 L 10,120,690 FMV
(55) CHV FUND I LLC

 M 572,913 FMV
(56) CLARIAN TRANSPLANT INSTITUTE INC

 M 2,959,688 FMV
(57) HEALTH VENTURE MANAGEMENT LLC

 M 2,629,091 FMV
(58) INDIANA RADIOLOGY PARTNERS INC

 M 309,090 FMV
(59) IU HEALTH CARE ASSOCIATES INC

 M 61,493,407 FMV
(60) METHODIST OCCUPATIONAL HEALTH CENTERS INC

 M 1,530,755 FMV
(61) IU HEALTH NORTH HOSPITAL INC

 M 320,172 FMV
(62) IU HEALTH ARNETT INC

 O 509,699 FMV
(63) IU HEALTH BEDFORD INC

 O 306,849 FMV
(64) IU HEALTH BLACKFORD HOSPITAL INC

 O 630,572 FMV
(65) IU HEALTH BALL MEMORIAL HOSPITAL INC

 O 712,607 FMV
(66) INDIANA UNIVERSITY HEALTH PLANS INC

 O 136,662 FMV
(67) IU HEALTH CARE ASSOCIATES INC

 O 5,053,170 FMV
(68) IU HEALTH MORGAN HOSPITAL INC

 O 254,478 FMV
(69) IU HEALTH TIPTON HOSPITAL INC

 O 354,157 FMV
(70) INDIANA RADIOLOGY PARTNERS INC

 O 614,657 FMV
(71) IU HEALTH WEST HOSPITAL INC

 O 352,508 FMV
(72) IU HEALTH NORTH HOSPITAL INC

 O 330,520 FMV
(73) IUH ASSURANCE LTD

 R 5,358,753 FMV
(74) IU HEALTH RISK RETENTION GROUP INC

 R 12,320,945 FMV
(75) BOSC HOLDINGS LLC

 S 1,184,220 FMV
(76) BSC HOLDINGS LLC

 S 4,882,116 FMV
(77) EHSC HOLDINGS LLC

 S 2,002,770 FMV
(78) HEALTH VENTURE MANAGEMENT LLC

 S 284,890 FMV
(79) IEC HOLDINGS LLC

 S 3,508,099 FMV
(80) ROCS HOLDINGS LLC

 S 785,910 FMV
(81) SSSC HOLDINGS LLC

 S 2,168,226 FMV
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(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 Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
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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