TY 2014 Form 990

(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)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) V WILLIAM HUNT........................................................................ CHAIRMAN (PART. YR.)/DIRECTOR	6.0 .......................0.0	X	X	0	0	0
(2) ANNE NOBLES........................................................................ DIRECTOR/CHAIRMAN (PART. YR.)	6.0 .......................0.0	X	X	50,625	0	0
(3) THOMAS W CHAPMAN........................................................................ ELECTED VICE-CHAIR (PART. YR.)	6.0 .......................0.0	X	X	17,000	0	0
(4) RANDALL L TOBIAS........................................................................ ELECTED VICE-CHAIR (PART. YR.)	6.0 .......................0.0	X	X	0	0	0
(5) JAY L HESS MD........................................................................ EX-OFFICIO VICE-CHAIR	6.0 .......................0.0	X	X	40,750	0	0
(6) DANIEL F EVANS JR........................................................................ DIRECTOR/PRESIDENT & CEO	61.0 .......................0.0	X	X	8,074,963	0	31,654
(7) HON SARAH EVANS BARKER........................................................................ DIRECTOR	6.0 .......................0.0	X		0	0	0
(8) WILLIAM R CAST MD........................................................................ DIRECTOR	6.0 .......................0.0	X		35,250	0	0
(9) BISHOP MICHAEL J COYNER........................................................................ DIRECTOR	6.0 .......................0.0	X		0	0	0
(10) J SCOTT DAVISON........................................................................ DIRECTOR	6.0 .......................0.0	X		33,000	0	0
(11) CHARLES E GOLDEN........................................................................ DIRECTOR	6.0 .......................0.0	X		53,250	0	0
(12) DAVID W GOODRICH........................................................................ DIRECTOR	6.0 .......................0.0	X		50,750	0	0
(13) JAMES E LINGEMAN MD........................................................................ DIRECTOR	6.0 .......................55.0	X		42,542	877,616	16,900
(14) ANGELA BARRON MCBRIDE........................................................................ DIRECTOR	6.0 .......................0.0	X		40,375	0	0
(15) MICHAEL A MCROBBIE........................................................................ DIRECTOR	6.0 .......................0.0	X		26,250	0	0
(16) GENE E ROBBINS........................................................................ DIRECTOR (PARTIAL YR.)	6.0 .......................0.0	X		25,000	0	0
(17) RYAN C KITCHELL........................................................................ TREASURER/EVP & CFO	55.0 .......................0.0		X	891,178	0	192,210

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) MARY BETH CLAUS........................................................................ SECRETARY/SVP & GENERAL COUNS.	55.0 .......................0.0	X				459,032	0	94,543
(19) DENNIS M MURPHY........................................................................ EVP & COO	55.0 .......................0.0		X			1,254,844	0	439,919
(20) ERIC S WILLIAMS MD........................................................................ EVP, ACADEMIC & MEDICAL AFF.	25.0 .......................25.0		X			232,678	171,131	132
(21) JOHN C KOHNE MD........................................................................ INTERIM EVP & CME (PART. YR.)	55.0 .......................0.0		X			534,473	0	38,551
(22) JONATHAN E GOTTLIEB MD........................................................................ EVP & CME (PARTIAL YR.)	55.0 .......................0.0		X			175,159	0	46,187
(23) LINDA Q EVERETT RN........................................................................ EVP & CNE	55.0 .......................0.0		X			585,320	0	35,103
(24) HERBERT C BUCHANAN JR........................................................................ PRESIDENT (MH/UH) (PART. YR.)	55.0 .......................0.0		X			225,173	0	50,226
(25) JAMES G TERWILLIGER........................................................................ PRESIDENT (MH/UH) (PART. YR.)	55.0 .......................0.0		X			834,833	0	34,365
(26) JEFFREY L SPERRING........................................................................ PRESIDENT (RH)	55.0 .......................0.0		X			498,531	0	113,929
(27) JONATHAN R GOBLE........................................................................ PRESIDENT (SAX)	55.0 .......................55.0		X			431,656	121,352	128,528
(28) JONATHAN W CURTRIGHT........................................................................ COO (MH/UH/SAX)	55.0 .......................0.0		X			365,451	0	35,040
(29) RUSSELL D WILLIAMS........................................................................ COO (RH)	55.0 .......................0.0		X			254,208	0	32,339
(30) MARILYN L COX RN........................................................................ SVP & CNO (RH)	55.0 .......................0.0		X			274,912	0	24,715
(31) LINDA K CHASE RN........................................................................ VP & CNO (MH)	55.0 .......................0.0		X			231,188	0	27,289
(32) LORI K KNARR RN........................................................................ VP & CNO (UH)	55.0 .......................0.0		X			211,271	0	31,120
(33) DAWN M MOORE-JEFFERSON........................................................................ VP & CHIEF PHARMACY OFFICER	55.0 .......................0.0		X			235,270	0	19,906
(34) STEVEN L WANTZ........................................................................ SVP, ADMIN. & CHIEF OF STAFF	55.0 .......................0.0			X		519,581	0	118,538
(35) RONALD L STIVER........................................................................ PRESIDENT, CLINICAL SERVICES	55.0 .......................0.0			X		480,896	0	99,451
(36) SHERIEE C LADD........................................................................ SVP, HUMAN RESOURCES	55.0 .......................0.0			X		440,275	0	78,646
(37) WILLIAM F MCCONNELL JR........................................................................ SVP & CIO	55.0 .......................0.0			X		557,338	0	33,555
(38) JAMES T PARKER........................................................................ SVP, HEALTH PLANS	55.0 .......................0.0			X		358,661	0	103,014
(39) NORMAN G TABLER JR........................................................................ FORMER SECRETARY/SVP & GC	0.0 .......................0.0				X	220,071	0	11,670
(40) KELLY L BRAVERMAN........................................................................ FORMER INTERIM COO (UH)	55.0 .......................0.0				X	214,720	0	5,303
(41) RICHARD F GRAFFIS MD........................................................................ FORMER EVP & CME	0.0 .......................55.0				X	0	336,830	37,127

(A) Name and business address	(B) Description of services	(C) Compensation
IU HEALTH CARE ASSOCIATES INC, 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204	MEDICAL	78,184,342
EVOLENT HEALTH LLC, 800 N GLEBE RD STE 500 ARLINGTON,VA22203	POPULATION HEALTH	29,500,258
CERNER CORPORATION, 2800 ROCKCREEK PKWY KANSAS CITY,MO64117	SOFTWARE MAINTENANCE	21,142,422
SIMPLER NORTH AMERICA LLC, PO BOX 643979 PITTSBURGH,PA15264	LEAN CONSULTING	9,235,058
METRO AVIATION INC, PO BOX 7008 SHREVEPORT,LA71137	HELICOPTER MAINT.	9,006,326
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 254

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 domestic organizations and domestic governments. See Part IV, line 21 ....	26,499,582	26,499,582
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ....	102,500	102,500
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. 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 ....	17,544,819	13,759,163	3,785,656
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages ....	750,231,742	588,353,775	161,877,967
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	35,348,737	27,721,518	7,627,219
9	Other employee benefits .......	62,558,578	49,060,275	13,498,303
10	Payroll taxes ...........	49,759,964	39,023,226	10,736,738
11	Fees for services (non-employees):
a	Management ......	198,369		198,369
b	Legal .........	1,189,566		1,189,566
c	Accounting ...........	1,580,319		1,580,319
d	Lobbying ...........	681,576		681,576
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	6,282,809		6,282,809
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ....	248,026,671	177,155,323	70,871,348	0
12	Advertising and promotion ....	12,595,639	3,851,549	8,744,090
13	Office expenses .......	78,020,940	52,354,289	25,666,651
14	Information technology ......	81,166,777	48,106,682	33,060,095
15	Royalties ..	0
16	Occupancy ...........	70,733,268	60,324,532	10,408,736
17	Travel ............	5,313,103	2,787,486	2,525,617
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0
19	Conferences, conventions, and meetings ....	98,665	63,883	34,782
20	Interest ...........	51,336,698	38,020,475	13,316,223
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization .....	136,853,264	116,680,646	20,172,618
23	Insurance ..............	15,686,218	1,637,078	14,049,140
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	409,483,245	409,483,245
b	HEALTH CLAIMS TO PROVIDERS	214,608,253	214,608,253
c	BAD DEBT	74,273,103	74,273,103
d	UBI TAX	1,484,400		1,484,400
e	All other expenses	172,072,233	167,004,632	5,067,601
25	Total functional expenses. Add lines 1 through 24e	2,523,731,038	2,110,871,215	412,859,823	0
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 if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............	537,760	1	179,068
2	Savings and temporary cash investments .........	289,762,828	2	412,112,022
3	Pledges and grants receivable, net ...........	1,437,158	3	1,195,726
4	Accounts receivable, net .............	338,392,503	4	359,768,250
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
		14,663	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 .............	722,281,966	7	761,241,420
8	Inventories for sale or use ..............	40,711,166	8	40,738,340
9	Prepaid expenses and deferred charges ..........	22,323,305	9	36,198,402
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,524,974,752
b	Less: accumulated depreciation .....	10b	1,890,140,073	1,687,052,069	10c	1,634,834,679
11	Investments—publicly traded securities ..........	1,210,688,555	11	1,530,214,004
12	Investments—other securities. See Part IV, line 11 .....	690,850,118	12	902,498,488
13	Investments—program-related. See Part IV, line 11 .....	227,104,463	13	238,455,335
14	Intangible assets ...............	10,386,617	14	9,588,389
15	Other assets. See Part IV, line 11 ...........	6,258,444	15	9,230,261
16	Total assets. Add lines 1 through 15 (must equal line 34)......	5,247,801,615	16	5,936,254,384
	17	Accounts payable and accrued expenses .........	389,986,093	17	365,810,200
18	Grants payable .................	0	18	0
19	Deferred revenue ................	34,246,735	19	29,563,196
20	Tax-exempt bond liabilities .............	1,333,807,558	20	1,381,749,440
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 ..	321,329,077	23	288,382,014
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....................	672,417,633	25	1,003,295,216
26	Total liabilities. Add lines 17 through 25.........	2,751,787,096	26	3,068,800,066
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	2,491,123,738	27	2,862,566,037
28	Temporarily restricted net assets ...........	0	28	0
29	Permanently restricted net assets ...........	4,890,781	29	4,888,281
	Organizations that do not follow SFAS 117 (ASC 958), check here 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 ...........	2,496,014,519	33	2,867,454,318
34	Total liabilities and net assets/fund balances ........	5,247,801,615	34	5,936,254,384

- TIN:

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.
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Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations .............................

Provide the following information about the supported organization(s).

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2014

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)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(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 VI.)..
11	Total support Add lines 7 through 10.

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2013 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2014. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2013. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2013. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2014

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)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(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 VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2013 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2014 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2013 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2014. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2013. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Schedule A (Form 990 or 990-EZ) 2014

Page 5

Part IV

Supporting Organizations (continued)

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2014

Page 6

Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1. Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6
7	Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2014

Page 7

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2014 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2014	(iii) Distributable Amount for 2014
1 Distributable amount for 2014 from Section C, line 6
2 Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2014 distributable amount
i Carryover from 2009 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2014 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2014 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2015. Add lines 3j and 4c.
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......
e From 2014.......

Schedule A (Form 990 or 990-EZ) (2014)

Schedule A (Form 990 or 990-EZ) 2014

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 its Form 990PF, Part I, line 2, 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 2

Name of organization INDIANA UNIVERSITY HEALTH INC

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 3

Name of organization INDIANA UNIVERSITY HEALTH INC

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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 4

Name of organization
INDIANA UNIVERSITY HEALTH INC

Employer identification number

35-1955872

Part III

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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

(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

(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

(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

(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) (2014)

Additional Data

Software ID:
Software Version:

- TIN:

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

Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV.

Political expenditures .................................... SchCMd Bullet

Volunteer hours ........................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ......... SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ...... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............

Yes No

Was a correction made? .........................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ................................... SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ..........................

Yes No

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) 2014

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 Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ......................................	Yes No

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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2011	(b) 2012	(c) 2013	(d) 2014	(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) 2014

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)

Yes

(b)

Amount

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:

Volunteers? .........................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....

Yes

Media advertisements? ....................................

Mailings to members, legislators, or the public? .........................

Publications, or published or broadcast statements? .......................

Grants to other organizations for lobbying purposes? .......................

Yes

5,000

Direct contact with legislators, their staffs, government officials, or a legislative body? ........

Yes

584,333

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......

Other activities? ..........................

Yes

92,243

Total. Add lines 1c through 1i ...............................

681,576

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 .................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....

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

Were substantially all (90% or more) dues received nondeductible by members? ................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ................

Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........

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."

Dues, assessments and similar amounts from members .....................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).

Current year .........................................

Carryover from last year ....................................

Total ............................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ................................

Taxable amount of lobbying and political expenditures (see instructions) ..............

Part IV

Supplemental Information

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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
Schedule C, Part II-B, Lines 1b and g - Paid staff and direct contact	During 2014, IU Health spent a total of $584,333 in direct federal and state lobbying expenditures. During 2014, 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 - Medicaid/Medicare Managed Care - Provider Direct Supervision - Changes to OPPS/IPPS reimbursement - Hospital Assessment Fees (Provider Taxes) - Meaningful Use - Pandemic Preparedness - Sustainable Growth Rate - Site-neutrality Payments - IRS Requirements for Charitable Hospitals - Critical Access and Rural Hospital Matters (Direct Supervision; Medicare Extenders) - Disproportionate Share Hospital Payments - Telemedicine/telehealth - Budget Matters During 2014, IU Health lobbied at the state level on the following issues: - Provider Reimbursements - Medicaid Expansion - Medicaid Reimbursement Policies - Workers Compensation - Provider Licensure Matters - Workforce and Smoking Policies - Insurance Matters - Healthcare Reform - Health Insurance Exchanges - Managed Care - Medicaid Managed Care - Telehealth/Telemedicine - Transportation - Public Safety - Regulation - Social Services - Domestic Violence - Patient Safety Matters - Access to Health Care Matters
Schedule C, Part II-B, Lines 1f - Grants for lobbying purposes	IU Health made a contribution to Safety Net Hospitals for Pharmaceutical Access ("SNHFPA") during 2014 in the amount of $5,000. SNHFPA notified IU Health that 100% of this contribution would be used for lobbying expenditures.
Schedule C, Part II-B, Lines 1j - Other Activities	IU Health paid institutional membership dues to the American Hospital Association ("AHA"), Indiana Hospital Association ("IHA"), U.S. Chamber of Commerce ("USCOC"), Greater Indianapolis Chamber of Commerce ("GICOC"), Healthcare Leadership Council ("HLC"), National Association of Children's Hospitals & Related Institutions ("NACHRI"), and Safety Net Hospitals for Pharmaceutical Access ("SNHFPA") during 2014 in the amount of $73,132, $211,398, $50,000, $50,025, $25,000, $152,400, and $13,200, respectively. Each membership organization notified IU Health that a portion of the dues it paid were used for lobbying purposes. The AHA used 23.65%, or $17,296 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The IHA used 5.38%, or $11,373 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The USCOC used 40%, or $20,000 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The GICOC used 9%, or $4,502 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The HLC used 55%, or $13,750 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The NACHRI used 15.97%, or $24,338 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The SNHFPA used 12%, or $984 of the 2014 membership dues paid by IU Health, for lobbying expenditures. The total membership dues paid to these organizations by IU Health during 2014 that were attributable to lobbying expenditures was $92,243.

Schedule C (Form 990 or 990EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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 value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

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)? .......................................

Yes No

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.

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.

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)

Revenue included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

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:

Revenue included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2014

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?........

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

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 ....	4,890,781	4,893,581	4,896,581	5,186,440	5,220,052
b	Contributions ........
c	Net investment earnings, gains, and losses
d	Grants or scholarships .....	2,500	2,800	3,000	289,859	33,612
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......	4,888,281	4,890,781	4,893,581	4,896,581	5,186,440

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

0 %

Permanent endowment SchDMd Bullet

100.000 %

Temporarily restricted endowment SchDMd Bullet

0 %

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

Yes

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Yes

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	140,620,954		140,620,954
b	Buildings ................	1,947,274,918	827,388,995	1,119,885,923
c	Leasehold improvements ............	12,109,120	9,819,813	2,289,307
d	Equipment ................	1,284,507,947	1,023,891,073	260,616,874
e	Other .................	140,461,813	29,040,192	111,421,621
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				1,634,834,679

Schedule D (Form 990) 2014

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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	902,498,488	F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	902,498,488

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(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.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. 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.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes		0
INTERCOMPANY PAYABLES (NET)		782,715,650
INTEREST RATE SWAP LIABILITIES		144,181,606
DUE TO THIRD-PARTY PAYORS		33,713,950
PENSION AND OTHER RETIREMENT LIAB.		18,507,435
ACCRUED INTEREST ON BONDS		16,086,094
ENVIRONMENTAL OBLIGATIONS		4,883,946
SELF-INSURANCE LIABILITIES		3,206,535


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		1,003,295,216
2. Liability for uncertain tax positions. 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) 2014

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 (losses) 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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

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.

Return Reference	Explanation
Schedule D, Part V, Line 4 - Intended Uses of Org.'s Endowment Funds	Permanently restricted net assets are generally restricted for indigent and other patient care services, medical education and research programs, and medical supplies and equipment.
Schedule D, Part X, Line 2 - FIN 48 (ASC 740) Footnote	IU Health adopted FIN 48 in 2007. No disclosures were required in 2014 under GAAP as IU Health does not have any material tax contingencies that required disclosures in the footnotes.

Schedule D (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

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

Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants

and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria

used to award the grants or assistance? ...........................

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) 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	907,638,834
	Europe (Including Iceland and Greenland)	Investments	N/A	10,638,625
	Central America and the Caribbean	Program Services	SELF-INSURANCE	5,652,458
	Central America and the Caribbean	Unrelated Trade or Business	N/A	4,435,795
	East Asia and the Pacific	Investments	N/A	1,964,810
	North America	Investments	N/A	1,838,439
	Central America and the Caribbean	Conduct board meetings	N/A	17,353
	North America	Conduct board meetings	N/A	9,775









3a	Sub-total .....			932,196,089
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)			932,196,089

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014

Schedule F (Form 990) 2014

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)	(a)(c) Region	(b)(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of non-cash assistance	(h) Description of non-cash assistance	(i) Method of valuation (book, FMV, appraisal, other)

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

Enter total number of other organizations or entities ....................... MediumBullet

Schedule F (Form 990) 2014

Schedule F (Form 990) 2014Page 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) 2014

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2014

Page 5

Part V

Supplemental Information
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).

ReturnReference	Explanation
Schedule F, Part I, 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 off-shore captive meetings.

Schedule F (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H (Form 990)

Department of the TreasuryInternal Revenue Service

Hospitals

Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...

Yes

If "Yes," was it a written policy? .......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other %

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: .........

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used 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.

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"? ..............

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......

Yes

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? ..............

Did the organization prepare a community benefit report during the tax year? ..........

Yes

If "Yes," did the organization make it available to the public? ..............

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

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) ..		60,460	87,711,885	0	87,711,885	3.540 %
b	Medicaid (from Worksheet 3, column a) ....		141,891	581,546,361	454,965,104	126,581,257	5.110 %
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 .		202,351	669,258,246	454,965,104	214,293,142	8.650 %
Other Benefits		52	471,922	25,295,220	12,733	25,282,487	1.020 %
e	Community health improvement services and community benefit operations (from Worksheet 4) ..	52	471,922	25,295,220	12,733	25,282,487	1.020 %
f	Health professions education (from Worksheet 5) ..	5	57,868	67,378,992	16,152,337	51,226,655	2.070 %
g	Subsidized health services (from Worksheet 6) ..	3	881	7,553,984	0	7,553,984	0.300 %
h	Research (from Worksheet 7)	5	7,418	30,695,206	0	30,695,206	1.240 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8)	19	35,145	10,285,440	13,566	10,271,874	0.410 %
j	Total. Other Benefits ..	84	573,234	141,208,842	16,178,636	125,030,206	5.040 %
k	Total. Add lines 7d and 7j .	84	775,585	810,467,088	471,143,740	339,323,348	13.690 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014

Schedule H (Form 990) 2014

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
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy	3	1,100	638,317	0	638,317	0.030 %
8	Workforce development
9	Other
10	Total	4	1,376	638,317	0	638,317	0.030 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

25,887,234

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. ......

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

Enter total revenue received from Medicare (including DSH and IME).....

409,852,790

Enter Medicare allowable costs of care relating to payments on line 5.....

400,735,720

Subtract line 6 from line 5. This is the surplus (or shortfall)........

9,117,070

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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.......................

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 %
1SEE PART VI	AMBULATORY SURGERY CENTER	25.805 %	0 %	74.195 %
2SEE PART VI	AMBULATORY SURGERY CENTER	25.752 %	0 %	74.248 %
3SEE PART VI	AMBULATORY SURGERY CENTER	25.932 %	0 %	74.068 %
4SEE PART VI	AMBULATORY SURGERY CENTER	26.010 %	0 %	73.990 %
5SEE PART VI	AMBULATORY SURGERY CENTER	30.077 %	0 %	69.923 %
6SEE PART VI	AMBULATORY SURGERY CENTER	31.273 %	0 %	68.727 %
7SEE PART VI	AMBULATORY SURGERY CENTER	28.246 %	0 %	71.754 %
8
9
10
11
12
13

Schedule H (Form 990) 2014

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?1 Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)								Other (describe)	Facility reporting group
1	INDIANA UNIVERSITY HEALTH INC 1701 N SENATE BLVD INDIANAPOLIS,IN46202 HTTP://IUHEALTH.ORG/ 14-005051-1	X	X	X	X	X	X	SEE PART V, SECTION C FOR ADDITIONAL INFORMATION	1

Schedule H (Form 990) 2014

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 letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?.......................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C..........

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 12....................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

Information gaps that limit the hospital facility’s ability to assess the community’s health needs

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 13

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Did the hospital facility make its CHNA report widely available to the public? ..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): SEE PART V, SECTION C

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13

Is the hospital facility's most recently adopted implementation strategy posted on a website? ........

Yes

If "Yes" (list url): SEE PART V, SECTION C

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

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)? ...........................

12a

If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ......

12b

If "Yes" to line 12b, 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) 2014

Page

Part VFacility Information (continued)

	INDIANA UNIVERSITY HEALTH INC
Name of hospital facility or letter of facility reporting group

Yes

Financial Assistance Policy (FAP)

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 included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.%
and FPG family income limit for eligibility for discounted care of 400.%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application.

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application.

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process.

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications.

Other (describe in Section C)

Included measures to publicize the policy within the community served by the hospital facility?.......

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url): X

The FAP application form was widely available on a website (list url): X

A plain language summary of the FAP was widely available on a website (list url):
X

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Notice of availability of the FAP was conspicuously displayed throughout the hospital facility

Notified members of the community who are most likely to require financial assistance about availability of the FAP

Other (describe in Section C)

Billing and Collections

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 all of the actions the hospital facility or other authorized party may take upon non-payment?..................................

Yes

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 individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Schedule H (Form 990) 2014

Page

Part VFacility Information (continued)

	INDIANA UNIVERSITY HEALTH INC
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.........

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):

Notified individuals of the financial assistance policy on admission

Notified individuals of the financial assistance policy prior to discharge

Notified individuals of the financial assistance policy in communications with the individuals regarding the individuals’ bills

Documented its determination of whether individuals were eligible for financial assistance under the hospital facility’s financial assistance policy

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

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.

The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged

The hospital facility used the average of its three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged

The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged

Other (describe in Section C)

During the tax year, did the hospital facility charge any FAP-eligible individual 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? ................................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2014

Page

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
Schedule H, Part V, Section A, Line 1 - Name, Address, and Website	IU Health operates several hospital locations under a single hospital license issued by the Indiana State Department of Health. The names, addresses, and primary website addresses for each of these locations are as follows: IU Health Methodist Hospital 1701 N. Senate Blvd. Indianapolis, IN 46202 http://iuhealth.org/methodist/ IU Health University Hospital 550 University Blvd. Indianapolis, IN 46202 http://iuhealth.org/university/ Riley Hospital for Children at IU Health 705 Riley Hospital Dr. Indianapolis, IN 46202 http://iuhealth.org/riley/ IU Health Saxony Hospital 13000 E. 136th St. Fishers, IN 46037 http://iuhealth.org/saxony/
Schedule H, Part V, Section B, Line 5 - Input from Community	IU Health operates four hospital locations that are licensed as a single hospital by the Indiana State Department of Health. These hospital locations are as follows: - IU Health Methodist Hospital - IU Health University Hospital - Riley Hospital for Children at IU Health - IU Health Saxony Hospital IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children are located in Indianapolis, Marion County, Indiana and are referred to as the "IU Health Academic Health Center". IU Health Saxony Hospital is located in Fishers, Hamilton County, Indiana. Although licensed as a single hospital, each of these facilities serve different, although sometimes overlapping, portions of the community which present their own unique health needs. In order to take into account all of these unique health needs, IU Health conducted separate Community Health Needs Assessments ("CHNAs") for each of its four hospital locations. In conducting each of its most recent CHNAs, IU Health took into account input from persons who represent the broad interests of the communities it serves by hosting several community conversation focus groups. These focus groups included public health officials and community leaders to discuss the healthcare needs of the service area and what role IU Health could play in addressing the identified needs. IU Health Academic Health Center To obtain a more complete picture of the factors that play into the IU Health Academic Health Center's community's health, input from public health officials and community leaders in Marion County was gathered through two separate focus group sessions. A combined focus group was utilized for the IU Health Academic Health Center that included members who represented the overlapping and sometimes unique communities served by each of its three hospital locations in Indianapolis. Each live group session lasted two hours and was held at IU Health Methodist Hospital. IU Health facilitators mailed letters and made follow-up telephone calls inviting public health officials and community leaders to attend the focus group discussion, paying special attention to including organizations that represent the interest of low-income, minority, and uninsured individuals. The goal of soliciting these leaders' feedback was to gather insights into the quantitative data that may not be easily identified from the secondary statistical data alone. Attendees who participated in the focus group included: Cynthia Stone - Associate Professor, Indiana University School of Public Health - As an associate professor of Public Health, Ms. Stone understands the issues and obstacles involved in public health and ways to improve it. Orion Bell - President & CEO, CICOA Aging & In-Home Solutions - Mr. Bell is representative of a community perspective on senior health. As President of CICOA, he works to provide access to various services for seniors within the community. Paul Pfaff - Director, IU Health Enrollment Center - Mr. Pfaff is representative of a community perspective regarding underinsured/uninsured populations and access to care. As Director of the IU Health Enrollment Center, he works to provide information and services to uninsured and underinsured populations. Molly Chavers - Executive Director, IndyHub - Ms. Chavers is representative of a community perspective regarding education. As Executive Director of IndyHub, she has a passion for improving educational opportunities to young adults within the community. Chuck Bradenburg - Director of Special Projects and Grants, United Way - Mr. Bradenburg is representative of a community perspective regarding healthy living. As a Director at United Way, he works for an organization that believes in helping people learn more, earn more, and lead safe and healthy lives, as well as creates programs to assist in those goals, especially for the underserved populations. Stacey Chappell - Health Promotion Coordinator, HealthNet - As a health promotion coordinator, Ms. Chappell has a great understanding surrounding health issues and needs in the community, especially for the low-income/underserved populations. Dr. Lawrence Reed - Director, IU Health Methodist Hospital Trauma - Dr. Reed is representative of a perspective regarding community injury prevention and emergency room ("ER") use. As director of Trauma Services at IU Health Methodist Hospital, he has great knowledge surrounding ER admissions, the misuse of the ER, and the underserved population. Katie Jones - Director, Violence Prevention Program, Indiana State Department of Health - Ms. Jones is representative of a community perspective regarding injury prevention. As director of a violence prevention program, she has extensive knowledge surrounding potential causes of violent injuries, as well as how to prevent them. Morgan McGill - Director, Office of Women's Health - Ms. McGill is representative of minority populations, especially underserved women. As Director of the Office of Women's Health within the Indiana State Department of Health, she has extensive knowledge regarding the health of women, the issues surrounding it, and ways to improve it. Dr. Jay Gladden - Dean, IUPUI School of Physical Education and Tourism Management - Dr. Gladden is representative of a community perspective toward obesity prevention and promoting physical activity. As Dean of the IUPUI Physical Education program, he has extensive knowledge in healthcare issues particularly surrounding obesity prevention. Mary McKee - Director, Public Health Practice, Marion County Public Health Department ("MCPHD") - As director of the MCPHD, Ms. McKee has direct knowledge of public health needs in Marion County, including low income and underserved populations. Joenne Pope - Manager, After-School and Summer Programs, IndyParks - Ms. Pope is representative of a community perspective regarding children's health. As manager of after-school programs, she is knowledgeable of issues and factors that surround children's health outcomes and physical activity. Jenny Boyts - Community Coordinator, Challenge Foundation Academy - Ms. Boyts is representative of a community perspective regarding children's health and education. As community coordinator, she is knowledgeable in children's health and well-being within the community. Charlie Schlegal - Principal, Challenge Foundation Academy - Mr. Schlegal is representative of a community perspective regarding children's health and education. As a principal, he is knowledgeable of children's health and well-being within the community. Upon arrival to the focus group, participants were asked to list five health needs, which should be prioritized in their opinion, for the Marion County community served by IU Health Academic Health Center. These responses were collected and aggregated into a comprehensive list of identified needs to be further discussed later in the session and ranked for severity of need within the community. IU Health facilitators then provided participants with a presentation featuring the mission of IU Health, current outreach priorities, and local health data, including demographics, insurance information, poverty rates, county health rankings, causes of death, physical activity, chronic conditions, preventive behaviors, and community needs index. Upon completion of the data presentation, IU Health facilitated a discussion on the comprehensive list of identified needs from earlier in the session. The objective of this method was intended to inspire candid discussions prior to a second identification of five prioritized health needs by each participant. The votes on the five prioritized health needs were tallied and final input from the group was encouraged during this process in order to validate the previously identified needs. Following additional discussion, participants were also asked to address what they thought the role of the IU Health Academic Health Center could be in meeting the local health needs. IU Health Saxony Hospital To obtain a more complete picture of the factors that play into the IU Health Saxony Hospital community's health, input from local health leaders in Hamilton County was gathered through two separate focus group sessions. The first live group session lasted two hours and was held at IU Health North Hospital and the second session was held via conference call. IU Health facilitators mailed letters and made follow-up telephone calls inviting public health officials and community leaders to attend the focus group discussion, paying special attention to including organizations that represent the interest of low-income, minority, and uninsured individuals. The goal of soliciting these leaders' feedback was to gather insights into the quantitative data that may not be easily identified from the secondary statistical data alone. Attendees who participated in the focus group included: Mo Merhoff - President, Carmel Chamber of Commerce - Mr. Merhoff is representati
Schedule H, Part V, Section B, Line 6a - CHNA Conducted with Other Hosp.	IU Health conducted a CHNA for its IU Health Saxony Hospital location in conjunction and collaboration with Indiana University Health North Hospital, Inc. ("IU Health North Hospital"). IU Health Saxony Hospital and IU Health North Hospital are both located in Hamilton County and serve a community with similar and overlapping health needs.
Schedule H, Part V, Section B, Line 7a - CHNA Website	A copy of IU Health's CHNA is available on its website at the following URL: http://iuhealth.org/about-iu-health/in-the-community/
Schedule H, Part V, Section B, Line 10a - Implementation Strategy Website	A copy of IU Health's CHNA implementation strategy is available on its website at the following URL: http://iuhealth.org/about-iu-health/in-the-community/
Schedule H, Part V, Section B, Line 11 - Addressing Identified Needs	IU Health prioritized and determined which of the community health needs identified in its most recently conducted CHNAs were most critical for it to address by using the Hanlon Method of prioritization. This method prioritizes identified needs based upon the prevalence and severity of the need and the effectiveness of interventions available to address the needs. Based upon the Hanlon Method of prioritization, IU Health selected the following five needs to be addressed for the IU Health Academic Health Center and IU Health Saxony Hospital: - Access to Healthcare - Behavioral Health - Obesity Prevention - PreK-12 Education - Women's Health and Family Planning Access to Healthcare IU Health's implementation strategy to address the identified need of access to healthcare includes the following: - Increasing access to health care services in a neighborhood with high non-emergent utilization of the IU Health Methodist Hospital emergency room - Provide opportunities for interprofessional education and training in primary care of future health care providers - Provide flu vaccines to at-risk populations - Increase access to IU Health financial assistance program and other government-sponsored programs - Provide access to clinical trials to community members - Increase number of primary care providers - Support development of Avondale Meadows Health and Wellness Center - Implement IU Health Garden on the Go stop at Avondale Meadows YMCA - Establish a partnership with Trinity Free Clinic - Staff an acute clinic at Trinity and fund a Patient Advocate position - Provide financial support to Trinity for programming - Participate in the Hamilton County Resource Fair & Access to Healthcare Initiative - Create and distribute flyers to educate Hamilton County residents on the appropriate use of the emergency room - Partner with Our Lady of Mt. Carmel to provide a health seminar to an established group - Partner with Our Lady of Mt. Carmel to provide health seminars for seniors - Increase amount of health presentations and health screenings at community events Behavioral Health IU Health's implementation strategy to address the identified need of behavioral health includes the following: - Integrate mental health services into IU Health Neighborhood Care Center - Assist in developing advocacy agenda for 2014 in support of policies to improve access to mental health resources in the community - Improve access to and capacity of the MHA Indy's Crisis & Suicide Intervention Hotline - Financially support the American Foundation for Suicide Prevention for a program in need - Financially support Chauncie's Place for a program in need - Include Mental Health article with identified Hamilton County Behavioral Health resources in Strength in Wellness community newsletter (July) Obesity Prevention IU Health's implementation strategy to address the identified need of obesity prevention includes the following: - Enhance walking trails and community assets to provide safe places for physical activity and play - Encourage physical activity in community members through organized walking groups - Increase access to affordable fresh fruits and vegetables in under-resourced areas - Providing opportunities for vigorous play for students and community - Riley Youth Diabetes Prevention Clinic - Provide healthy cooking demonstrations, nutritional information and screenings at IU Health Saxony Hospital and the Zionsville Farmer's Market - Participate in a Day of Service (focus on trails) - Host a diabetes education seminar for the community at an area church PreK-12 Education IU Health's implementation strategy to address the identified need of PreK-12 Education includes the following: - Support the location of evidence-based programs in Indianapolis as an additional tool for educational reform - Participate in Kindergarten Countdown 4-week summer camp at Sheridan Elementary - Coordinate an IU Health Physicians office to participate in the ReadUP Program Women's Health and Family Planning IU Health's implementation strategy to address the identified need of Women's Health and Family Planning includes the following: - Offer free parenting support groups at IU Health Saxony Hospital - Financially support local nonprofits including Stork's Nest, Casting for Recovery, and IWIN Foundation to address a women's health need - Provide car seats and safety information for new moms Also, based upon the Hanlon Method of prioritization, the following identified community health needs were not amongst the needs chosen to be addressed: - Tobacco Prevention and Cessation - Prenatal Care - Poverty - Health Literacy The identified community need of tobacco prevention and cessation was reviewed and after completing a gap analysis, it was determined that, with the State of Indiana and Marion County Health Department tobacco efforts, including the free Quit Line and the smoke free ordinances, the best method to support tobacco prevention and cessation is to refer community members to these established resources. The identified community need of prenatal care was reviewed and after completing a gap analysis, it was determined there are a number of local organizations working to address this community need such as the Nurse Family Partnership, HealthNet, and Indianapolis Healthy Start. Although IU Health has not selected poverty as one of the top five community health needs for it to address in its CHNA implementation strategy, IU Health does focus many of its community outreach efforts on those living in poverty. Additionally, the high quality care and assistance IU Health provides to patients and community members that are unable to pay also helps to serve individuals in need. Lastly, the goal of IU Health's focus on PreK-12 Education is to help future generations gain access to better education to prepare them to have a successful academic experience and improve their quality of life and health outcomes. While health literacy was not specifically chosen, IU Health is addressing health literacy through Access to Healthcare and PreK-12 Education initiatives. IU Health's Access to Healthcare initiatives and programs are designed for those with at least a 6th grade reading level and team members are using techniques like "teach back" to ensure community members clearly understand directions for improving their health. Additionally, improved health literacy will occur by improving education and student outcomes as community members increase their education level and health literacy.
Schedule H, Part V, Section B, Line 13b - Income Level Other than FPG	In addition to FPG, IU Health may take into consideration a patient's income and/or ability to pay in calculation of a financial assistance award.
Schedule H, Part V, Section B, Line 13h - Other FAP Factors	IU Health takes into consideration several other factors in determining patient eligibility for financial assistance. These factors include the following: 1. Alternate Sources of Assistance When technically feasible, a patient will be required to exhaust all other state and federal assistance programs prior to receiving an award from IU Health's Financial Assistance Program. Patients who may be eligible for coverage under an applicable insurance policy, including, but not limited to, health, automobile, and homeowner's, must exhaust all insurance benefits prior to receiving an award from IU Health's Financial Assistance Program. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. Patients may be asked to show proof that such a claim was properly submitted to their insurance provider at the request of IU Health. Eligible patients who receive medical care from an IU Health facility as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award to which IU Health is entitled. Said patients may be asked to complete a financial assistance application. 2. Presumptive Financial Assistance Eligibility Patients who are deemed to be presumptively eligible for Financial Assistance will receive a Financial Adjustment to their final statement balance based on the patient's individual scoring criteria. Patients are considered to be presumptively eligible for Financial Assistance if the financial need has been determined by the following third parties: Eskenazi Health, formerly Wishard Memorial Hospital, Project Health, Indiana Children's Special Health Care Services, Medicaid, Out-of-State Medicaid, Healthy Indiana Plan, or Volunteers in Medicine. Patients are also considered to be presumptively eligible if they are pending Medicaid approval or have a hospital bill with a maximum balance to be determined by the Financial Assistance Committee and who meet certain risk segmentation scoring criteria. 3. Additional Considerations Financial Assistance may be granted to a deceased patient's account if said patient is found to have no estate. Additionally, IU Health will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance application.
Schedule H, Part V, Section B, Line 16a - FAP Website	A copy of IU Health's FAP is available on the following website: http://iuhealth.org/patients/my-iu-health/billing-services/financial-assis tance/
Schedule H, Part V, Section B, Line 16b - FAP Application Website	A copy of IU Health's FAP Application is available on the following website: http://iuhealth.org/patients/my-iu-health/billing-services/financial-assis tance/
Schedule H, Part V, Section B, Line 16i - Other Measures to Publicize	IU Health takes several other measures to publicize its FAP within the community. These measures include the following: 1. Signs are posted in appropriate acute care settings such as emergency departments and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 2. IU Health includes a plain language description of its FAP with all patient bills and statements of services. 3. IU Health Revenue Cycle Services representatives are available via telephone Monday through Friday, excluding major holidays, from 8 a.m. to 7 p.m. (Eastern Time) to address questions related to Financial Assistance. 4. IU Health Revenue Cycle Services educates its patient facing team members of its FAP and the process for referring patients to the Program.
Schedule H, Part V, Section B, Line 22d - Other Determination of Charges	IU Health limits the amounts charged for Emergency or other Medically Necessary Services provided to individuals eligible for assistance under its FAP to not more than amounts generally billed to individuals who have insurance coverage for such care. The basis for calculating the amount charged to all patients, including those who are eligible for Financial Assistance, is derived through the use of a chargemaster or physician fee schedule and are uniformly applied. All additional discounts required by insurance contract or IU Health's FAP are applied to the chargemaster or physician fee schedule calculated amount. IU Health does not use gross charges in the calculation of the amount to charge a Financial Assistance eligible patient.

Schedule H (Form 990) 2014

Page

Part VFacility Information (continued)

Section D. 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?94
Name and address		Type of Facility (describe)
1	BALL OUTPATIENT SURGERY CENTER 2525 W UNIVERSITY AVE STE 200 MUNCIE,IN47303	AMBULATORY SURGERY
2	BELTWAY SURGERY CENTER 151 PENNSYLVANIA PKWY INDIANAPOLIS,IN46280	AMBULATORY SURGERY
3	BELTWAY SURGERY CENTER SPRING MILL 200 W 103RD ST STE 2400 INDIANAPOLIS,IN46290	AMBULATORY SURGERY
4	EAGLE HIGHLANDS SURGERY CENTER 6850 PARKDALE PL INDIANAPOLIS,IN46254	AMBULATORY SURGERY
5	GLEN LEHMAN ENDOSCOPY SUITE 550 N UNIVERSITY BLVD STE 4100 INDIANAPOLIS,IN46202	AMBULATORY SURGERY
6	INDIANA ENDOSCOPY CENTERS 10967 ALLISONVILLE RD STE 100 FISHERS,IN46038	AMBULATORY SURGERY
7	INDIANA ENDOSCOPY CENTERS 1115 N RONALD REAGAN PKWY STE 3 AVON,IN46123	AMBULATORY SURGERY
8	INDIANA ENDOSCOPY CENTERS 1801 N SENATE BLVD STE 710 INDIANAPOLIS,IN46202	AMBULATORY SURGERY
9	INDIANA HTS BELTWAY SURGERY CENTER 8501 HARCOURT RD INDIANAPOLIS,IN46260	AMBULATORY SURGERY
10	MERIDIAN SOUTH SURGERY CENTER 8830 S MERIDIAN ST INDIANAPOLIS,IN46217	AMBULATORY SURGERY
11	RILEY OUTPATIENT SURGERY CENTER 702 BARNHILL DR STE 0201 INDIANAPOLIS,IN46202	AMBULATORY SURGERY
12	SAXONY SURGERY CENTER 13100 E 136TH ST STE 1100 FISHERS,IN46037	AMBULATORY SURGERY
13	SENATE STREET SURGERY CENTER 1801 N SENATE BLVD INDIANAPOLIS,IN46202	AMBULATORY SURGERY
14	CARDIO TESTING AT IU HEALTH METHODIST 1801 N SENATE BLVD STE 3100 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
15	CHARIS CENTER 6640 INTECH BLVD STE 195 INDIANAPOLIS,IN46278	DIAGNOSTIC AND OTHER OUTPATIENT
16	INDIANA CANCER PAVILION 535 N BARNHILL DR INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
17	IU HEALTH ADULT DIALYSIS CENTER 2140 N CAPITOL ST INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
18	IU HEALTH ARNETT HOSPITAL LAB 5165 MCCARTY LN LAFAYETTE,IN47905	DIAGNOSTIC AND OTHER OUTPATIENT
19	IU HEALTH BALL MEMORIAL HOSPITAL LAB 2401 UNIVERSITY AVE MUNCIE,IN46037	DIAGNOSTIC AND OTHER OUTPATIENT
20	IU HEALTH BLACKFORD HOSPITAL LAB 410 PILGRIM BLVD HARTFORD CITY,IN47348	DIAGNOSTIC AND OTHER OUTPATIENT
21	IU HEALTH BLOOMINGTON HOSPITAL LAB 601 W 2ND ST BLOOMINGTON,IN47402	DIAGNOSTIC AND OTHER OUTPATIENT
22	IU HEALTH BRAIN TUMOR CLINIC 355 W 16TH ST STE 5400 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
23	IU HEALTH BROWNSBURG 1375 N GREEN ST STE 200 BROWNSBURG,IN46112	DIAGNOSTIC AND OTHER OUTPATIENT
24	IU HEALTH CANCER CENTERS - SPRING MILL 200 W 103RD ST INDIANAPOLIS,IN46290	DIAGNOSTIC AND OTHER OUTPATIENT
25	IU HEALTH CICC EAST 6845 RAMA DR INDIANAPOLIS,IN46219	DIAGNOSTIC AND OTHER OUTPATIENT
26	IU HEALTH CICC NORTH 10202 LANTERN RD FISHERS,IN46038	DIAGNOSTIC AND OTHER OUTPATIENT
27	IU HEALTH CICC CARMEL 11725 ILLINOIS ST STE 565 CARMEL,IN46032	DIAGNOSTIC AND OTHER OUTPATIENT
28	IU HEALTH CICC METHODIST 1701 N SENATE BLVD C6 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
29	IU HEALTH CICC WEST 1111 N RONALD REAGAN PKWY AVON,IN46123	DIAGNOSTIC AND OTHER OUTPATIENT
30	IU HEALTH HOME DIALYSIS 8802 N MERIDIAN ST STE 150 INDIANAPOLIS,IN46260	DIAGNOSTIC AND OTHER OUTPATIENT
31	IU HEALTH LAPORTE HOSPITAL LAB 1007 LINCOLNWAY LAPORTE,IN46350	DIAGNOSTIC AND OTHER OUTPATIENT
32	IU HEALTH MEDICAL DIAGNOSTIC CENTER 550 N UNIVERSITY BLVD INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
33	IU HEALTH MELVIN & BREN SIMON CANCER CTR 1030 W MICHIGAN ST INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
34	IU HEALTH METHODIST HOSPITAL OUTPT SVC 1701 N SENATE BLVD AG053 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
35	IU HEALTH METHODIST LIFECARE PROGRAM 1633 N CAPITAL AVE STE 300 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
36	IU HEALTH METHODIST MEDICAL PLAZA 151 PENNSYLVANIA PKWY INDIANAPOLIS,IN46280	DIAGNOSTIC AND OTHER OUTPATIENT
37	IU HEALTH METHODIST MEDICAL PLAZA 6850 PARKDALE PL INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
38	IU HEALTH METHODIST MEDICAL PLAZA EAST 9660 E WASHINGTON ST INDIANAPOLIS,IN46229	DIAGNOSTIC AND OTHER OUTPATIENT
39	IU HEALTH METHODIST MEDICAL PLAZA SOUTH 8830 S MERIDIAN ST INDIANAPOLIS,IN46217	DIAGNOSTIC AND OTHER OUTPATIENT
40	IU HEALTH METHODIST PROFESSIONAL CENTER 1801 N SENATE BLVD INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
41	IU HEALTH MOORESVILLE 820 SAMUEL MOORE PKWY MOORESVILLE,IN46158	DIAGNOSTIC AND OTHER OUTPATIENT
42	IU HEALTH NEUROSCIENCE CENTER 355 W 16TH ST INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
43	IU HEALTH NEUROSCIENCE CTR NEUROPHYS 355 W 16TH ST STE 2100 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
44	IU HEALTH NORTH HOSPITAL LAB 11700 N MICHIGAN ST CARMEL,IN46032	DIAGNOSTIC AND OTHER OUTPATIENT
45	IU HEALTH OPTHALMOLOGY CENTER 1160 W MICHIGAN AVE INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
46	IU HEALTH ORTHO RADIOLOGY AND REHAB 1801 N SENATE AVE STE 510 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
47	IU HEALTH PAOLI HOSPITAL LAB 642 W HOSPITAL RD PAOLI,IN47454	DIAGNOSTIC AND OTHER OUTPATIENT
48	IU HEALTH PATHOLOGY LAB 350 W 11TH ST INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
49	IU HEALTH RADIOLOGY AT GEORGETOWN 4880 CENTURY PLAZA RD STE 155 INDIANAPOLIS,IN46254	DIAGNOSTIC AND OTHER OUTPATIENT
50	IU HEALTH RADIOLOGY AT MOORESVILLE 820 SAMUEL MOORE PKWY MOORESVILLE,IN46158	DIAGNOSTIC AND OTHER OUTPATIENT
51	IU HEALTH RENAL SERVICES 550 N UNIVERSITY BLVD RM 1115 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
52	IU HEALTH SAXONY HOSPITAL LAB 13000 E 136TH ST FISHERS,IN46037	DIAGNOSTIC AND OTHER OUTPATIENT
53	IU HEALTH SAXONY HOSPITAL OR 13100 E 136TH ST STE 2100 FISHERS,IN46037	DIAGNOSTIC AND OTHER OUTPATIENT
54	IU HEALTH SAXONY HOSPITAL SLEEP LAB 13100 E 136TH ST FISHERS,IN46037	DIAGNOSTIC AND OTHER OUTPATIENT
55	IU HEALTH SLEEP DISORDERS CENTER 1411 W COUNTY LINE RD STE C GREENWOOD,IN46142	DIAGNOSTIC AND OTHER OUTPATIENT
56	IU HEALTH SLEEP DISORDERS CENTER 714 N SENATE AVE INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
57	IU HEALTH TIPTON HOSPITAL LAB 1000 S MAIN ST TIPTON,IN46072	DIAGNOSTIC AND OTHER OUTPATIENT
58	IU HEALTH TRANSPLANT 1701 N SENATE BLVD INDIANAPOLIS,IN46206	DIAGNOSTIC AND OTHER OUTPATIENT
59	IU HEALTH UNIV HOSP ADULT OUTP CENTER 550 UNIVERSITY BLVD RM 4175 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
60	IU HEALTH WEST HOSPITAL LAB 1111 RONALD REAGAN PKWY AVON,IN46123	DIAGNOSTIC AND OTHER OUTPATIENT
61	IU HEALTH WHITE MEMORIAL HOSPITAL LAB 720 S 6TH ST MONTICELLO,IN47960	DIAGNOSTIC AND OTHER OUTPATIENT
62	IU HEALTH SAXONY HOSPITAL CARDIAC REHAB 13100 E 136TH ST FISHERS,IN46037	DIAGNOSTIC AND OTHER OUTPATIENT
63	METHODIST MEDICAL PLAZA GEORGETOWN 4880 W CENTURY PLAZA RD INDIANAPOLIS,IN46254	DIAGNOSTIC AND OTHER OUTPATIENT
64	METHODIST MEDICAL PLAZA GLENDALE 2620 KESSLER BLVD E DR INDIANAPOLIS,IN46220	DIAGNOSTIC AND OTHER OUTPATIENT
65	METHODIST MEDICAL TOWER 1633 N CAPITAL AVE INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
66	NEUROREHABILITATION AND ROBOTICS 355 W 16TH ST STE 1078 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
67	NEUROSCIENCE RADIOLOGY 355 W 16TH ST STE 0400 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
68	PULMONARY REHABILITATION 1633 N CAPITAL AVE STE 103 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
69	RILEY REHABILITATION SERVICES 705 RILEY HOSPITAL DR INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
70	RILEY REHABILITATION SERVICES (EAST) 9650 E WASHINGTON ST STE 250 INDIANAPOLIS,IN46229	DIAGNOSTIC AND OTHER OUTPATIENT
71	RILEY HOSPITAL HEMATOLOGYONCOLOGY 11725 ILLINOIS ST STE 01BD003-B6 CARMEL,IN46032	DIAGNOSTIC AND OTHER OUTPATIENT
72	RILEY HOSPITAL RENAL SERVICES 705 RILEY HOSPITAL DR ROC STE 12 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
73	SPRING MILL OFFICE BUILDING LABORATORY 200 W 103RD ST INDIANAPOLIS,IN46290	DIAGNOSTIC AND OTHER OUTPATIENT
74	THE SIMULATION CENTER AT FAIRBANKS HALL 340 W 10TH ST STE 4100 INDIANAPOLIS,IN46202	DIAGNOSTIC AND OTHER OUTPATIENT
75	IU HEALTH ADVANCED THERAPIES PHARMACY 355 W 16TH ST STE 1600 INDIANAPOLIS,IN46202	PHARMACY
76	METHODIST RETAIL PHARMACY 1801 N SENATE BLVD STE 105 INDIANAPOLIS,IN46202	PHARMACY
77	NORTH RETAIL PHARMACY 11700 N MERIDIAN ST STE B106 CARMEL,IN46032	PHARMACY
78	RILEY RETAIL PHARMACY 705 RILEY HOSPITAL DR ROC 1201 INDIANAPOLIS,IN46202	PHARMACY
79	SAXONY RETAIL PHARMACY 13100 E 136TH ST STE 1000 FISHERS,IN46037	PHARMACY
80	UNIVERSITY RETAIL PHARMACY 550 N UNIVERSITY BLVD INDIANAPOLIS,IN46202	PHARMACY
81	WEST RETAIL PHARMACY 1111 N RONALD REAGAN PKWY AVON,IN46123	PHARMACY
82	IU HEALTH ARNETT HOME CARE 3900 MCCARTY LN STE 103 LAFAYETTE,IN47905	HOME HEALTH
83	IU HEALTH ARNETT SLEEP APNEA EDUC CTR 3900 MCCARTY LN STE 102 LAFAYETTE,IN47905	HOME HEALTH
84	IU HEALTH BALL MEMORIAL HOME CARE 2300 W GILBERT ST MUNCIE,IN47303	HOME HEALTH
85	IU HEALTH BEDFORD SLEEP APNEA EDUC CTR 1502 CLINIC DR BEDFORD,IN47421	HOME HEALTH
86	IU HEALTH HOME CARE 950 N MERIDIAN ST STE 700 INDIANAPOLIS,IN46204	HOME HEALTH
87	IU HEALTH SLEEP APNEA EDUCATION CENTER 1411 W COUNTY LINE RD STE C GREENWOOD,IN46142	HOME HEALTH
88	IU HEALTH SLEEP APNEA EDUCATION CENTER 714 N SENATE AVE STE 110 INDIANAPOLIS,IN46202	HOME HEALTH
89	IU HEALTH TIPTON HOME CARE 202 S WEST ST TIPTON,IN46072	HOME HEALTH
90	SLEEP APNEA EDUCATION CENTER AT SAXONY 13100 E 136TH ST STE 3200B FISHERS,IN46037	HOME HEALTH
91	SLEEP APNEA EDUCATION CENTER AT WEST 1115 N RONALD REAGAN PKWY STE 3 AVON,IN46123	HOME HEALTH
92	IU HEALTH BALL MEMORIAL HOSPICE 2401 W UNIVERSITY BLVD MUNCIE,IN47303	HOSPICE
93	IU HEALTH HOSPICE 1828 N ILLINOIS ST INDIANAPOLIS,IN46202	HOSPICE
94	IU HEALTH HOSPICE 950 N MERIDIAN ST STE 700 INDIANAPOLIS,IN46204	HOSPICE

Schedule H (Form 990) 2014

Page

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.

Form and Line Reference	Explanation
Schedule H, Part IV, Line 1(a) - Name of Entity	Beltway Surgery Centers, LLC
Schedule H, Part IV, Line 2(a) - Name of Entity	Eagle Highlands Surgery Center, LLC
Schedule H, Part IV, Line 3(a) - Name of Entity	Senate Street Surgery Center, LLC
Schedule H, Part IV, Line 4(a) - Name of Entity	Indiana Endoscopy Centers, LLC
Schedule H, Part IV, Line 5(a) - Name of Entity	ROC Surgery, LLC
Schedule H, Part IV, Line 6(a) - Name of Entity	Indiana University Health Saxony Surgery Center, LLC
Schedule H, Part IV, Line 7(a) - Name of Entity	Ball Outpatient Surgery Center, LLC
Schedule H, Part I, Line 3c - Other Factors Used in Determining Elig.	IU Health uses several factors other than Federal Poverty Guidelines ("FPGs") in determining eligibility for free or discounted care under its FAP. These factors include the following: 1. Indiana Residency Requirement IU Health only makes Financial Assistance available to residents of the State of Indiana. IU Health employs the same residency test as set forth in Indiana Code 6-3-1-12 to define as resident any individual who was domiciled in Indiana during the taxable year, or any individual who maintains a permanent place of residence in this state and spends more than one hundred eighty-three (183) days of the taxable year in Indiana. 2. Alternate Sources of Assistance When technically feasible, patients must exhaust all other state and federal assistance programs prior to receiving an award from IU Health's Financial Assistance Program. Patients who may be eligible for coverage under an applicable insurance policy, including, but not limited to, health, automobile, and homeowner's, must exhaust all insurance benefits prior to receiving an award form IU Health's Financial Assistance Program. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. Patients may be asked to show proof that such a claim was properly submitted to their insurance provider at the request of IU Health. Eligible patients who receive medical care from an IU Health facility as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award to which IU Health is entitled. Said patients may be asked to complete a financial assistance application. 3. Presumptive Financial Assistance Eligibility Patients who are deemed to be presumptively eligible for Financial Assistance will receive a Financial Adjustment to their final statement balance based on the patient's individual scoring criteria. Patients are considered to be presumptively eligible if the financial need has been determined by the following third parties: Eskenazi Health, formerly Wishard Memorial Hospital, Project Health, Indiana Children's Special Health Care Services, Medicaid, Out-of-State Medicaid, Healthy Indiana Plan, or Volunteers in Medicine. Patients may also be considered presumptively eligible if they are pending Medicaid approval or have a hospital bill with a maximum balance to be determined by the Financial Assistance Committee and who meet certain risk segmentation scoring criteria. 4. Additional Considerations Financial Assistance may be granted to a deceased patient's account if said patient is found to have no estate. IU Health will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance Application. A patient's income and/or ability to pay may be taken into consideration in the calculation of a financial assistance award. 5. Patient Assets IU Health will consider patient Assets in the calculation of a patient's true financial burden. A patient's primary residence and one (1) motor vehicle will be exempted from consideration in most cases. IU Health will apply the definitions set for in Indiana Administrative Code 405 IAC 2-3-15 to define a patient's primary residence and motor vehicle. A patient's primary residence is defined as the patient's principal place of residence. The patient's primary residence will be excluded from a patient's extraordinary asset calculation so long as the patient's equity is less than five-hundred thousand dollars ($500,000) and the home is not occupied by the patient's spouse or child under twenty-one (21) years of age. One (1) motor vehicle, regardless of its fair market value, may be excluded in limited circumstances defined in Indiana Administrative Code 405 IAC 2-3-15(d)(6). IU Health reserves the right to adjust a patient's Federal Poverty Level ("FPL") if the patient demonstrates a claim or clear title to any extraordinary Asset not excluded from consideration under the above guidance. IU Health will not seek the title to discovered Assets without the express authorization of the Financial Assistance Committee.
Schedule H, Part I, Line 7, Column (c) - Total Community Benefit Expense	Schedule H, Part I, Line 7, Column (f), Percent of Total Expense, is based on column (e) Net Community Benefit Expense. The percent of total expense based on column (c) Total Community Benefit Expense, which excludes direct offsetting revenue, is 32.72%.
Schedule H, Part I, Line 7, Column (f) - Percent of Total Expense	The amount of bad debt expense subtracted for purposes of calculating the percentage of total expense on Line 7, column (f) is $76,331,759. This amount includes the bad debt expense reported on Form 990, Part IX, Line 25, column (A), and IU Health's portion of the bad debt attributable to the joint ventures reported on Schedule H, Part IV.
Schedule H, Part I, Line 7g - Subsidized Health Services	IU Health does not include any costs associated with physician clinics as subsidized health services.
Schedule H, Part II - Promotion of Health in Communities Served	IU Health participates in a variety of community-building activities that address the social determinants of health in the communities it serves. IU Health and its related hospital entities across the State of Indiana ("IU Health Statewide System") invest in economic development efforts across the state, collaborate with like-minded organizations through coalitions that address key issues, and advocate for improvements in the health status of vulnerable populations. This includes making contributions to community-building activities by providing investments and resources to local community initiatives that addressed economic development, community support and workforce development. Several examples include IU Health's support of the following organizations and initiatives that focus on some of the root causes of health issues, such as lack of education, employment and poverty: - Indianapolis Public Schools - Starfish Initiative - Early Learning Indiana - United Way Additionally, through the IU Health Statewide System's team member community benefit service program, "Strength That Cares", team members across the state make a difference in the lives of thousands of Hoosiers every year. For example, in 2014, almost 2,200 team members from IU Health worked together to create trails, install outdoor fitness equipment and beautify parks.
Schedule H, Part III, Line 2 - Bad Debt Expense Methodology	The amount reported on line 2 as bad debt is reported at cost, as calculated using the cost to charge ratio methodology.
Schedule H, Part III, Line 4 - Bad Debt Expense	The provision for uncollected patient accounts, for all payors, is recognized when services are provided based upon management's assessment of historical and expected net collections, taking into consideration 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, the significance of individual payors to outstanding accounts receivable balances, and historical write-off experience by payor category, as adjusted for collection indicators. The results of this review are then used to make any modifications to the provision for uncollected accounts and the allowance for uncollectible accounts. In addition, 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 financial assistance policies of IU Health.
Schedule H, Part III, Line 8 - Medicare Surplus or (Shortfall)	IU Health did not have a Medicare shortfall for 2014. IU Health's Medicare reimbursements, however, are normally less than the cost of providing patient care and services to Medicare beneficiaries and do not include any amounts that result from inefficiencies or poor management. IU Health accepts all Medicare patients knowing that there may be shortfalls; therefore it has taken the position that any shortfall should be counted as part of its community benefit. Additionally, it is implied in Internal Revenue Service Revenue Ruling 69-545 that treating Medicare patients is a community benefit. Revenue Ruling 69-545, which established the community benefit standard for nonprofit hospitals, states that if a hospital serves patients with governmental health benefits, including Medicare, then this is an indication that the hospital operates to promote the health of the community. The amount reported on Schedule H, Part III, Line 6 is calculated, in accordance with the Form 990 instructions, using "allowable costs" from the IU Health Medicare Cost Report. "Allowable costs" for Medicare Cost Report purposes, however, are not reflective of all costs associated with IU Health's participation in Medicare programs. For example, the Medicare Cost Report excludes certain costs such as billed physician services, the costs of Medicare Parts C and D, fee schedule reimbursed services, and durable medical equipment services. Inclusion of all costs associated with IU Health's participation in Medicare programs would significantly reduce the Medicare surplus reported on Schedule H, Part III, Line 7.
Schedule H, Part III, Line 9b - Written Debt Collection Policy	IU Health's FAP and Bad Debt Referral Policy describe the collection practices applicable to patients, including those who may qualify for financial assistance. 1. Financial Assistance Application Patients or their guarantors wishing to apply for Financial Assistance must submit a Financial Assistance Application within twenty-one (21) days of receiving their first billing statement from IU Health. Individuals other than the patient, such as the patient's physician, family members, community or religious groups, social services or hospital personnel may request a Financial Assistance Application to be mailed to a patient's primary mailing address free of charge. IU Health keeps all applications and supporting documentation confidential. 2. Eligibility Determination IU Health informs patients or guarantors of the results of their application by providing the patient or guarantor with a Financial Assistance Determination within ninety (90) days of receiving a completed Application and all requested documentation. If a patient or guarantor is granted less than full assistance and the patient or guarantor provides additional information for reconsideration, Revenue Cycle Services may amend a prior Financial Assistance Determination. If a patient or guarantor seeks to appeal the Financial Assistance Determination further, a written request may be submitted, along with the supporting documentation, to the Financial Assistance Committee for additional review/reconsideration. All decisions of the Financial Assistance Committee are final. A patient's Financial Assistance Application and eligibility determination will remain in effect for three-hundred-sixty-five (365) days from the date of receipt of a completed application. 3. Extraordinary Collection Actions IU Health only implements its "Bad Debt Referral Policy" or other Extraordinary Collection Action after it has made reasonable efforts to determine whether the patient account is eligible for assistance under its FAP. When it is necessary to engage in such action, IU Health, and its contracted third parties, will engage in fair, respectful and transparent collections activities. Patients or guarantors who have not applied for Financial Assistance and whose accounts have been engaged in Extraordinary Collection Actions may request Financial Assistance, complete an Application with requested documentation, and be considered for a reduction in their bill if it is within the two-hundred-forty (240) days of receiving their first billing statement. IU Health may also suspend collection activity on an account while an Application is being processed and considered. IU Health and its collection agencies will not provide assistance after an account has entered into legal proceedings without first obtaining written consent from its Financial Assistance Committee. The award of Financial Assistance may be subject to successful completion of a payment plan. In the event a patient or guarantor who is receiving Financial Assistance fails to complete the terms of their payment plan, IU Health reserves the right to submit the unadjusted account balance, less any amount previously paid by the patient, to an Extraordinary Collection Action.
Schedule H, Part VI, Line 2 - Needs Assessment	Communities are multifaceted and so are their health needs. IU Health understands that the health of individuals and communities are shaped by various social and environmental factors, along with health behaviors and additional influences. IU Health assesses the health care needs of the communities it serves by conducting a CHNA for each of its hospital locations. These assessments include collaboration with other community 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. After completion of the CHNA, IU Health reviewed the information gathered from community leader focus groups, community input surveys and statistical data. The needs identified were analyzed and ranked using the Hanlon method of prioritization to determine the prevalence and severity of community health needs and which ones were most critical. Additionally, the effectiveness of an intervention for each need and IU Health's ability to impact positive change was evaluated.
Schedule H, Part VI, Line 3 - Patient Education of Eligibility for Assist.	IU Health is committed to serving the healthcare needs of all of its patients regardless of their ability to pay for such services. To assist in meeting those needs, IU Health has adopted a Financial Assistance Policy that provides Financial Assistance to eligible patients receiving Emergency or Medically-Necessary Services. This policy was developed and is utilized to determine a patient's financial ability to pay for services. IU Health goes to great lengths to publicize its financial assistance policy and ensure that patients know they will be treated regardless of their ability to pay. IU Health shares financial assistance information with patients throughout their entire episode of care and beyond including the admissions process, billing process, and online. 1. Admissions Process IU Health educates all patient facing team members on its Financial Assistance Policy and the process for referring patients to the program. During the admissions process, opportunities for financial assistance are discussed with patients who are identified as self-pay (uninsured) or if they request assistance information. The patient is also provided with an Admissions Packet that outlines information regarding IU Health's financial assistance program. Financial counselors are onsite to assist with financial concerns or questions during the patient's stay. Patient Financial Services Customer Service representatives are also available after the patient's stay to 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 demographic information. 2. Billing Process IU Health includes a plain language summary of its Financial Assistance Policy with all patient bills and statements of services. The plain language summary includes contact information allowing patients the ability to request financial assistance. Additionally, a Financial Assistance Application is mailed to all IU Health patients with a patient balance due after insurance. IU Health Revenue Cycle Services representatives are available via telephone Monday through Friday, excluding major holidays, from 8 a.m. to 7 p.m. (Eastern Time) to address questions related to Financial Assistance. Customer Service team members will also mail paper applications to a patient at their request. 3. Online IU Health's Financial Assistance Policy and Financial Assistance Application is available on its website at http://iuhealth.org/patients/my-iu-health/billing-services/financial-assis tance/. The website also includes contact information for customer service representatives to assist with the application process.
Schedule H, Part VI, Line 4 - Community Information	IU Health serves a large geographic area in Central Indiana. In completing a CHNA for each of its hospital locations, IU Health defined "community" as the county of residence for each hospital location. Each individual hospital location serves a unique subsection of the community for which details are included below: IU Health Methodist Hospital Service Area Counties: Marion, Hendricks, Johnson, Morgan, Hamilton, Madison, Hancock, Shelby, and Boone. 75% of the inpatient discharge population resides in Marion (64%), Hendricks (4%), Johnson (3%), Morgan (2%), and Hamilton (2%) counties. 43% of community discharges were for patients with Medicare, 24% were for patients with Medicaid, 21% were for patients with commercial insurance, 8% for were for self-pay (uninsured) patients, and 4% was for other. 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 inpatient discharge population resides in Marion County while the other 68% is distributed fairly evenly across 91 other counties in the state of Indiana. 39% of community discharges were for patients with Medicare, 35% were for patients with commercial insurance, 16% were for patients with Medicaid, 4% were for self-pay (uninsured) patients, and 6% was for other. 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. 35% of the total inpatient discharge population resides in Marion County while the other 65% is distributed fairly evenly across 89 other counties in the state of Indiana. 59% of community discharges were for patients with Medicaid, 36% were for patients with commercial insurance, 3% were for self-pay (uninsured) patients, 1% was for patients with Medicare, and 1% was for other. IU Health Saxony Hospital Service Area Counties: Marion, Hamilton, Boone, Hendricks, Hancock, Madison, and Tipton. 80% of the IU Health Saxony inpatient discharge population resides in Hamilton (28%), Marion (24%), Madison (8%), Hancock (8%), Decatur (6%), and Boone (6%) counties. 57% of community discharges were for patients with Medicare, 32% were for patients with commercial insurance, 5% were for patients with Medicaid, 3% were for self-pay (uninsured) patients, and 3% was for other.
Schedule H, Part VI, Line 5 - Promotion of Community Health	A majority of IU Health's board of directors is comprised of independent community members who reside in IU Health's primary service areas. IU Health extends medical privileges to all physicians who meet the credentialing qualifications necessary for appointment to its medical staff. IU Health does not deny appointment on the basis of gender, race, creed, or national origin. IU Health, in conjunction with the Indiana University School of Medicine, trains the next generation of physicians in an exceptional environment, blending breakthrough research and treatments with the highest quality of patient care. IU Health's five year strategic planning process was renewed during 2014 resulting in mission-critical focusing and re-focusing of investments, both people and financial resources, to fund improvements in patient care, medical education, and research. One of the most crucial elements in that process was the statement of IU Health's Value Proposition: IU Health will be a leader in: - Managing the health of populations it serves, leveraging all aspects of its tripartite mission; - Providing care for patients with complex illnesses, while serving as a destination referral center in select areas. - IU Health will compete on excellence and innovation to drive outcomes and value. This proposition advances IU Health's Mission Statement and recognizes core values that are crucial to its historic and current identity. IU Health is already seeing new and sustained initiatives based upon this statement.
Schedule H, Part VI, Line 6 - Affiliated Health Care System	IU Health continues to broaden its reach and positive impact by expanding top quality health care throughout the state of Indiana. IU Health and its related hospital entities ("IU Health Statewide System") are Indiana's most comprehensive healthcare system. A unique partnership with the IU 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 by the American Nurses Credentialing Center recognizing excellence in nursing care. - Named to the 2013-2014 U.S. News & World Report's Best Hospitals Honor Roll, their highest distinction. - Eleven adult clinical programs ranked among the top 50 national programs in U.S. News & World Report - Ten pediatric clinical programs ranked among the top 50 national programs in the U.S. News & World Report Education and Research As an academic health center, IU Health works in partnership with the IU School of Medicine to train physicians, blending breakthrough research and treatments with the highest quality of patient care. Research conducted by IU School of Medicine faculty gives IU Health physicians and patients access to the most leading-edge and comprehensive treatment options. Collaborative Strategic Research Initiative Conceived by IU Health and the IU School of Medicine in 2012, the Strategic Research Initiative aims to enhance the institutions' joint capabilities in fundamental scientific investigation, translational research and clinical trials targeting innovative treatments for disease. The two organizations committed to invest $150 million over five years to this new research collaboration. Established in 2013, the Center for Innovation and Implementation Science is partially supported by the Strategic Research Initiative. The new center, launched by the IU School of Medicine and the Indiana Clinical and Translational Sciences Institute, focuses on increasing efficacy and reducing costs at IU Health. With oversight of four specialized research and discovery units managed by IU School of Medicine researchers, the center will address problems with the potential to reduce costs or generate new revenue estimated at $5 million per year or more. IU Health Statewide System IU Health is a part of the IU Health Statewide System which continues to broaden its reach and positive impact throughout the state of Indiana. IU Health is Indiana's most comprehensive academic health center and consists of IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital. Other hospitals in the IU Health Statewide System include the following: - IU Health Arnett Hospital - IU Health Ball Memorial Hospital - IU Health Bedford Hospital - IU Health Blackford Hospital - IU Health Bloomington Hospital - IU Health Goshen Hospital - IU Health La Porte Hospital - IU Health Morgan Hospital - IU Health North Hospital - IU Health Paoli Hospital - IU Health Starke Hospital - IU Health Tipton Hospital - IU Health West Hospital - IU Health White Memorial Hospital Although each hospital in the IU Health Statewide System prepares and submits its own community benefits plan relative to the local community, the IU Health Statewide System 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. Some ways we address our community health priorities as a system include: IU Health Day of Service The annual IU Health Day of Service is a high-impact, one-day event aimed at engaging IU Health team members in activities that address an identified community need. Tackling the issue of obesity in the communities IU Health serves, the sixth annual Day of Service in 2014 focused on leaving behind key physical assets to help meet a statewide need for more venues for physical activity and recreation. During the 2014 Day of Service: - More than 6,700 volunteer hours were dedicated by IU Health team members - IU Health team members gave their time to improve walking trails and park assets, which serve more than 63,000 residents across the state. - Over a dozen community parks were enhanced. - A new community-envisioned pocket park was created. - A community garden was improved with educational information. - Third grade classes at three schools were provided with free bikes, helmets, and locks. Additionally, the students were led through a bicycle safety course. - 125,000 pounds of debris were removed from 107 abandoned properties; 98 tons of mulch, 7 trees, and 3,424 flowers were planted to boost aesthetic appeal. Kindergarten Countdown As one of IU Health's signature programs and 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. From "Get Ready to Read" pre- and post-tests, campers in the IU Health camps achieved a 21 percent average increase in scores from the beginning of the four-week camp to the end. The program also creates positive impact by increasing awareness of kindergarten readiness, improving parent engagement and strengthening relationships between volunteers and team members at hospitals, schools and community organizations. IU Health recognizes that in some cases we don't have all the expertise or resources to address the needs of the community and other organizations are better suited to tackle some of the specific needs of the community. IU Health, therefore, provided financial support to like-minded non-profit organizations that are working to improve the health of the community in our identified priorities of need. Clinical Research Clinical trials are conducted at the following IU Health locations: Academic Health Center (IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children at IU Health), IU Health Arnett Hospital, IU Health Bloomington Hospital, IU Health La Porte Hospital, IU Health North Hospital, IU Health Saxony Hospital and IU Health West Hospital. Methodist Research Institute ("MRI") The Biorepository at MRI, under IRB approval, collects human biological materials (blood, bone, tissue, urine) vital for medical research to provide the best way to study a variety of diseases and their potential treatments. Basic science researchers at MRI publish the results of their innovative grant-supported research in prestigious peer-reviewed journals. Their work has been recognized both nationally and internationally as they participate in system-wide collaborative efforts within IU Health as well as with the IU School of Medicine. Community Health Initiatives With investments in high-quality and impactful initiatives to address community health needs statewide; IU Health is helping Indiana residents improve their health and their quality of life. In 2014, IU Health impacted many 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. Examples of the types of programming and investment we make in community outreach areas include: Access to 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 works 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. Some ways that these IU Health hospitals address Access to Healthcare include: - Public Assistance Enrollment - Veggies and Vaccines - Indiana University Student Outreach Clinic - Indianapolis Public Schools Student Athlete Physicals - Fishers Fire Department QR Code Magnet Program for Immediate Access to Patient Medical Records - Partnership for a Healthy Hamilton County Obesity P

Schedule H (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

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.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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

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? ....................................

Yes No

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 Domestic Organizations and Domestic Governments. 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 section if applicable	(d) Amount of cash grant	(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	GOV'T ENTITY	17,724,500	N/A	N/A	RESEARCH/TRAINING
(2) INDIANA CONFERENCE OF THE UNITED METHODIST CHURCH 301 PENN PKWY INDIANAPOLIS,IN46280	27-0264680	501(C)(3)	3,000,000	N/A	N/A	PASTORAL COUNSELING
(3) METHODIST RESEARCH INSTITUTE INC 950 N MERIDIAN ST INDIANAPOLIS,IN46204	35-1007590	501(C)(3)	2,109,566	N/A	N/A	GENERAL SUPPORT
(4) HEALTHNET INC 3401 RAYMOND ST INDIANAPOLIS,IN46203	35-1579827	501(C)(3)	1,419,431	N/A	N/A	GENERAL SUPPORT
(5) INDIANA HEALTH INFORMATION EXCHANGE INC 846 N SENATE AVE INDIANAPOLIS,IN46202	36-4550324	501(C)(3)	706,696	N/A	N/A	GENERAL SUPPORT
(6) METHODIST HEALTH FOUNDATION INC 1800 N CAPITOL AVE INDIANAPOLIS,IN46202	35-6043086	501(C)(3)	330,250	N/A	N/A	GENERAL SUPPORT
(7) PLAYWORKS EDUCATION ENERGIZED 380 WASHINGTON ST OAKLAND,CA94607	94-3251867	501(C)(3)	150,000	N/A	N/A	PLAYWORKS INDIANA
(8) UNITED METHODIST FOUNDATION OF INDIANA INC 8401 FISHERS CENTER DR FISHERS,IN46038	23-7258100	501(C)(3)	141,500	N/A	N/A	REJUVENATE CAMPAIGN
(9) DAY NURSERY ASSOCIATION OF INDIANAPOLIS 615 N ALABAMA ST INDIANAPOLIS,IN46204	35-0888763	501(C)(3)	137,500	N/A	N/A	ACADEMIC SUPPORT
(10) UNITED WAY OF CENTRAL INDIANA INC PO BOX 88409 INDIANAPOLIS,IN46208	35-1007590	501(C)(3)	129,220	N/A	N/A	GENERAL SUPPORT
(11) INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION 120 E WALNUT ST INDIANAPOLIS,IN46204	31-1103966	501(C)(3)	63,000	N/A	N/A	GENERAL SUPPORT
(12) YOUNG MENS CHRISTIAN ASSOCIATION OF LAFAYETTE 19500 S 18TH ST LAFAYETTE,IN47905	35-0868213	501(C)(3)	39,460	N/A	N/A	CANCER PREVENTION
(13) MENTAL HEALTH ASSOCIATION IN INDIANA INC 1431 N DELAWARE ST INDIANAPOLIS,IN46202	35-0896905	501(C)(3)	36,843	N/A	N/A	GENERAL SUPPORT
(14) CICP FOUNDATION INC 111 MONUMENT CIRCLE INDIANAPOLIS,IN46204	35-2065457	501(C)(3)	35,000	N/A	N/A	BIOCROSSROADS
(15) FAIR HAVEN FOUNDATION INC 13974 WAKEFIELD PL FISHERS,IN46038	26-0866646	501(C)(3)	35,000	N/A	N/A	GENERAL SUPPORT
(16) CATHOLIC CHARITIES 803 N MONROE ST BLOOMINGTON,IN47404	35-0867980	501(C)(3)	30,000	N/A	N/A	PEDIATRIC HEALTH
(17) MATRIX PREGNANCY RESOURCE CENTER INC 935 MEZZANINE DR LAFAYETTE,IN47905	31-0971746	501(C)(3)	29,000	N/A	N/A	MOBILE UNIT
(18) INDIANA UNIVERSITY FOUNDATION 1110 W MICHIGAN ST INDIANAPOLIS,IN46202	35-6018940	501(C)(3)	24,910	N/A	N/A	GENERAL SUPPORT
(19) TRINITY FREE CLINIC 14598 OAKRIDGE RD CARMEL,IN46032	35-2120420	501(C)(3)	24,547	N/A	N/A	ACUTE CARE
(20) TEACH FOR AMERICA INC 1630 N MERIDIAN ST INDIANAPOLIS,IN46202	13-3451913	501(C)(3)	20,000	N/A	N/A	CHILDHOOD INITIATIVES
(21) UNITED NEGRO COLLEGE FUND INC 3737 N MERIDIAN ST INDIANAPOLIS,IN46208	13-1624241	501(C)(3)	20,000	N/A	N/A	SCHOLARSHIPS
(22) ACTION FOR HEALTHY KIDS INC 600 W VAN BUREN CHICAGO,IL60607	47-0902020	501(C)(3)	19,500	N/A	N/A	GENERAL SUPPORT
(23) MENTAL HEALTH AMERICA OF TIPPECANOE COUNTY INC 914 SOUTH ST LAFAYETTE,IN47901	38-3653969	501(C)(3)	17,900	N/A	N/A	TRAINING
(24) CROSSROADS COUNCIL BOY SCOUTS OF AMERICA INC 7125 FALL CREEK RD INDIANAPOLIS,IN46256	35-0867962	501(C)(3)	15,000	N/A	N/A	GENERAL SUPPORT
(25) INDIANAPOLIS DOWNTOWN INC 111 MONUMENT CIRCLE INDIANAPOLIS,IN46204	35-1877771	501(C)(3)	15,000	N/A	N/A	GENERAL SUPPORT
(26) FAMILY SERVICES INC 615 N 18TH ST LAFAYETTE,IN47904	35-1099083	501(C)(3)	15,000	N/A	N/A	COUNSELING
(27) INDIANA YOUTH INSTITUTE INC 603 E WASH ST INDIANAPOLIS,IN46204	31-1251680	501(C)(3)	10,600	N/A	N/A	TRAINING/OTHER
(28) KINGSWAY COMMUNITY CARE CENTER 107 PARK PLACE BLVD AVON,IN46123	83-0404310	501(C)(3)	10,300	N/A	N/A	MEDICAL/DENTAL CARE
(29) HAMILTON CENTER INC 620 8TH AVE TERRE HAUTE,IN47804	35-1140758	501(C)(3)	10,125	N/A	N/A	COMPUTERS/TRAINING
(30) LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNSEL 7224 W 400 N MICHIGAN CITY,IN46360	35-1168040	501(C)(3)	10,046	N/A	N/A	TELEMEDICINE
(31) INDIANAPOLIS CULTURAL TRAIL INC 202 E MARKET ST INDIANAPOLIS,IN46204	26-3831457	501(C)(3)	10,000	N/A	N/A	EVERYBODY RIDES
(32) MAPLE CITY HEALTH CARE CENTER 213 MIDDLEBURY ST GOSHEN,IN46528	35-1749398	501(C)(3)	9,340	N/A	N/A	SCREENING
(33) ASPIRE INDIANA INC 9615 E 148TH ST NOBLESVILLE,IN46060	35-1341204	501(C)(3)	8,958	N/A	N/A	INTERACTIVE THERAPY
(34) CENTER FOR HEALING AND HOPE 902 S MAIN ST GOSHEN,IN46526	02-0560511	501(C)(3)	8,000	N/A	N/A	GENERAL SUPPORT
(35) HORIZON HOUSE INC 1033 E WASH ST INDIANAPOLIS,IN46202	35-1759503	501(C)(3)	8,000	N/A	N/A	SORRT PROGRAM
(36) LOCAL INITIATIVES SUPPORT CORPORATION 202 E MARKET ST INDIANAPOLIS,IN46204	13-3030229	501(C)(3)	8,000	N/A	N/A	GENERAL SUPPORT
(37) FRONTLINE FOUNDATIONS INC 1008 BROADWAY CHESTERTON,IN46034	26-0446134	501(C)(3)	7,000	N/A	N/A	SUB. ABUSE CENTER
(38) OPEN DOOR HEALTH SERVICES INC 333 S MADISON ST MUNCIE,IN47305	35-2018494	501(C)(3)	6,400	N/A	N/A	GENERAL SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2014

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. 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	100,000	0	N/A	N/A

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference	Explanation
Schedule I, Part I, Line 2 - Org.'s Proc. for Mon. the Use of Grant Funds	Although IU Health does not monitor the use of grant funds once distributed, through due diligence the organization has reasonably confirmed that the entities to which the contributions are made are highly reputable in the community and use the funds for the purposes intended.
Schedule I, Part III, Line 1 - Grants and Other Assistance to Individuals	The amount reported on Schedule I, Part III, Line 1 represents funds provided by IU Health to IU School of Medicine to support a management position.

Schedule I (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

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, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH INC

Employer identification number

35-1955872

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? ................

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

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:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

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:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

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 ............

Yes

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 .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2014

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 in column(B) reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1DANIEL F EVANS JRDIRECTOR/PRESIDENT & CEO	(i) (ii)	1,110,823 ............................... 0	245,134 ............................... 0	6,719,006 ............................... 0	13,000 ............................... 0	18,654 ............................... 0	8,106,617 ............................... 0	5,432,189 ............................... 0
2JAMES E LINGEMAN MDDIRECTOR	(i) (ii)	42,542 ............................... 866,276	0 ............................... 10,705	0 ............................... 635	0 ............................... 16,900	0 ............................... 0	42,542 ............................... 894,516	0 ............................... 0
3RYAN C KITCHELLTREASURER/EVP & CFO	(i) (ii)	711,113 ............................... 0	159,217 ............................... 0	20,848 ............................... 0	167,107 ............................... 0	25,103 ............................... 0	1,083,388 ............................... 0	0 ............................... 0
4MARY BETH CLAUSSECRETARY/SVP & GENERAL COUNS.	(i) (ii)	422,752 ............................... 0	31,590 ............................... 0	4,690 ............................... 0	86,918 ............................... 0	7,625 ............................... 0	553,575 ............................... 0	0 ............................... 0
5DENNIS M MURPHYEVP & COO	(i) (ii)	971,186 ............................... 0	243,000 ............................... 0	40,658 ............................... 0	410,500 ............................... 0	29,419 ............................... 0	1,694,763 ............................... 0	0 ............................... 0
6ERIC S WILLIAMS MDEVP, ACADEMIC & MEDICAL AFF.	(i) (ii)	232,678 ............................... 143,581	0 ............................... 27,550	0 ............................... 0	0 ............................... 0	0 ............................... 132	232,678 ............................... 171,263	0 ............................... 0
7JOHN C KOHNE MDINTERIM EVP & CME (PART. YR.)	(i) (ii)	359,469 ............................... 0	100,117 ............................... 0	74,887 ............................... 0	16,900 ............................... 0	21,651 ............................... 0	573,024 ............................... 0	0 ............................... 0
8JONATHAN E GOTTLIEB MDEVP & CME (PARTIAL YR.)	(i) (ii)	73,919 ............................... 0	100,000 ............................... 0	1,240 ............................... 0	43,949 ............................... 0	2,238 ............................... 0	221,346 ............................... 0	0 ............................... 0
9LINDA Q EVERETT RNEVP & CNE	(i) (ii)	396,070 ............................... 0	88,617 ............................... 0	100,633 ............................... 0	13,000 ............................... 0	22,103 ............................... 0	620,423 ............................... 0	0 ............................... 0
10HERBERT C BUCHANAN JRPRESIDENT (MH/UH) (PART. YR.)	(i) (ii)	187,120 ............................... 0	20,000 ............................... 0	18,053 ............................... 0	42,794 ............................... 0	7,432 ............................... 0	275,399 ............................... 0	0 ............................... 0
11JAMES G TERWILLIGERPRESIDENT (MH/UH) (PART. YR.)	(i) (ii)	261,393 ............................... 0	0 ............................... 0	573,440 ............................... 0	10,400 ............................... 0	23,965 ............................... 0	869,198 ............................... 0	145,964 ............................... 0
12JEFFREY L SPERRINGPRESIDENT (RH)	(i) (ii)	404,449 ............................... 0	91,064 ............................... 0	3,018 ............................... 0	91,557 ............................... 0	22,372 ............................... 0	612,460 ............................... 0	0 ............................... 0
13JONATHAN R GOBLEPRESIDENT (SAX)	(i) (ii)	325,943 ............................... 120,771	99,596 ............................... 0	6,117 ............................... 581	95,993 ............................... 4,967	19,398 ............................... 8,170	547,047 ............................... 134,489	0 ............................... 0
14JONATHAN W CURTRIGHTCOO (MH/UH/SAX)	(i) (ii)	289,264 ............................... 0	75,782 ............................... 0	405 ............................... 0	10,400 ............................... 0	24,640 ............................... 0	400,491 ............................... 0	0 ............................... 0
15RUSSELL D WILLIAMSCOO (RH)	(i) (ii)	253,713 ............................... 0	0 ............................... 0	495 ............................... 0	13,000 ............................... 0	19,339 ............................... 0	286,547 ............................... 0	0 ............................... 0
16MARILYN L COX RNSVP & CNO (RH)	(i) (ii)	205,408 ............................... 0	47,912 ............................... 0	21,592 ............................... 0	13,000 ............................... 0	11,715 ............................... 0	299,627 ............................... 0	0 ............................... 0
17LINDA K CHASE RNVP & CNO (MH)	(i) (ii)	229,030 ............................... 0	0 ............................... 0	2,158 ............................... 0	9,363 ............................... 0	17,926 ............................... 0	258,477 ............................... 0	0 ............................... 0
18LORI K KNARR RNVP & CNO (UH)	(i) (ii)	209,963 ............................... 0	230 ............................... 0	1,078 ............................... 0	8,823 ............................... 0	22,297 ............................... 0	242,391 ............................... 0	0 ............................... 0
19DAWN M MOORE-JEFFERSONVP & CHIEF PHARMACY OFFICER	(i) (ii)	234,810 ............................... 0	0 ............................... 0	460 ............................... 0	12,177 ............................... 0	7,729 ............................... 0	255,176 ............................... 0	0 ............................... 0
20STEVEN L WANTZSVP, ADMIN. & CHIEF OF STAFF	(i) (ii)	421,812 ............................... 0	91,559 ............................... 0	6,210 ............................... 0	90,881 ............................... 0	27,657 ............................... 0	638,119 ............................... 0	0 ............................... 0
21RONALD L STIVERPRESIDENT, CLINICAL SERVICES	(i) (ii)	403,617 ............................... 0	74,847 ............................... 0	2,432 ............................... 0	84,647 ............................... 0	14,804 ............................... 0	580,347 ............................... 0	0 ............................... 0
22SHERIEE C LADDSVP, HUMAN RESOURCES	(i) (ii)	360,451 ............................... 0	73,756 ............................... 0	6,068 ............................... 0	77,987 ............................... 0	659 ............................... 0	518,921 ............................... 0	0 ............................... 0
23WILLIAM F MCCONNELL JRSVP & CIO	(i) (ii)	351,532 ............................... 0	27,946 ............................... 0	177,860 ............................... 0	13,000 ............................... 0	20,555 ............................... 0	590,893 ............................... 0	0 ............................... 0
24JAMES T PARKERSVP, HEALTH PLANS	(i) (ii)	327,180 ............................... 0	25,156 ............................... 0	6,325 ............................... 0	71,971 ............................... 0	31,043 ............................... 0	461,675 ............................... 0	0 ............................... 0
25NORMAN G TABLER JRFORMER SECRETARY/SVP & GC	(i) (ii)	0 ............................... 0	0 ............................... 0	220,071 ............................... 0	0 ............................... 0	11,670 ............................... 0	231,741 ............................... 0	220,071 ............................... 0
26KELLY L BRAVERMANFORMER INTERIM COO (UH)	(i) (ii)	214,324 ............................... 0	0 ............................... 0	396 ............................... 0	5,303 ............................... 0	0 ............................... 0	220,023 ............................... 0	0 ............................... 0
27RICHARD F GRAFFIS MDFORMER EVP & CME	(i) (ii)	0 ............................... 153,914	0 ............................... 182,916	0 ............................... 0	0 ............................... 16,900	0 ............................... 20,227	0 ............................... 373,957	0 ............................... 0

Schedule J (Form 990) 2014

Page 3

Part III

Supplemental Information

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.

Return Reference	Explanation
Schedule J, Part I, Line 1a - Listed Benefits	The benefits checked in Part I, Line 1a for charter travel, payment for business use of personal residence and personal services (security services) were provided to a key officer and director listed in IU Health's Form 990, Part VII, Section A. The charter travel, payment for residence use for an official holiday party and the security services were not treated as taxable compensation because each was a business expense of IU Health rather than personal in nature. In addition, Daniel F. Evans was reimbursed for the cost of amending his personal income tax returns due to an IU Health error that resulted in him receiving a Form W-2c for 2010, 2011 and 2012. The cost was treated as taxable compensation and was grossed-up for taxes. Another key employee listed in IU Health's Form 990, Part VII, Section A was provided a temporary housing arrangement that served as his principal residence. The cost of the arrangement was included as taxable compensation.
Schedule J, Part I, Line 4a - Severance Payments	James G. Terwilliger received severance of $232,106 from IU Health during 2014. This amount is included in column b (iii), other reportable compensation. Norman G. Tabler, Jr. received severance of $186,657 from IU Health during 2014. This amount is included in column b (iii), other reportable compensation.
Schedule J, Part I, Line 4b - Supplemental Nonqualified Retirement Plan	Daniel F. Evans, Jr., Ryan C. Kitchell, Mary Beth Claus, Dennis M. Murphy, John C. Kohne, M.D., Jonathan E. Gottlieb, M.D., Linda Q. Everett, R.N., Herbert C. Buchanan, Jr., James G. Terwilliger, Jeffrey L. Sperring, M.D., Jonathan R. Goble, Marilyn L. Cox, R.N., Steven L. Wantz, Ronald L. Stiver, Sheriee C. Ladd, William F. McConnell, Jr., and James T. Parker 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. The following executives have amounts included in column c, deferred compensation, representing the current year unvested contributions made under the supplemental executive retirement plan: - Ryan C. Kitchell - Mary Beth Claus - Dennis M. Murphy - Jonathan E. Gottlieb, M.D. - Herbert C. Buchanan, Jr. - Jeffrey L. Sperring, M.D. - Jonathan R. Goble - Steven L. Wantz - Ronald L. Stiver - Sheriee C. Ladd - James T. Parker No amounts were actually paid to these executives during the year. The following executives have amounts included in column b(iii), other reportable compensation, representing the current year vested amounts received under the supplemental executive retirement plan: - Daniel F. Evans, Jr. ($6,645,085) - John C. Kohne, M.D. ($69,172) - Linda Q. Everett, R.N. ($84,847) - James G. Terwilliger ($268,498) - Marilyn L. Cox, R.N. ($11,960) - William F. McConnell, Jr. ($160,932)
Schedule J, Part I, Line 7 - Non-Fixed Payments	Amounts disclosed in Column B(ii) include a long-term and short-term incentive for certain executives and short-term incentive for other employees. Although these plans are based on a fixed formula that has been approved by the Board of Directors based upon certain qualitative and quantitative factors and goals, all discretionary incentive plans must be approved by the Committee on Personnel and Compensation and Board of Directors prior to any incentive payout.

Schedule J (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax Exempt Bonds

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

Information about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	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		11-26-2013	18,783,695	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		08-25-2014	138,110,000	SERIES 2011H AND I BONDS		X		X		X
	INDIANA FINANCE AUTHORITY	35-1602316		05-25-2011	111,435,000	SEIRES 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
	INDIANA FINANCE AUTHORITY	35-1602316	45471ANR9	10-14-2014	80,777,895	SERIES 2014A BONDS		X		X		X

Part II

Proceeds

	A		B		C		D
	1 Amount of bonds retired . . . . . . . . . . . . . .	0		42,985,000		0		36,470,000
2 Amount of bonds legally defeased . . . . . . . . . . .	0		0		0		0
3 Total proceeds of issue . . . . . . . . . . . . . .	348,013,874		388,586,019		18,783,695		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 . . . . . . . . . . . .	1,879,058		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 . . . . . . . . . . .	316,230,047		0		18,783,695		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		2006		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) 2014

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 . .	0 %		0 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . .	0 %		0 %		0 %		0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . .	0 %		0 %		0 %		0 %
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 %		0 %		0 %		0 %
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, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .		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 "Yes" to 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 the hedge terminated? . . . . . .

Schedule K (Form 990) 2014

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
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. Provide additional information for responses to questions on Schedule K (see instructions).

Return Reference	Explanation
Schedule K, Page 1a, Part I, Line A, Column (f) - Description of Purpose	The Series 2006A bonds were issued in order to provide funding for the new construction of buildings and structures and the purchase of equipment.
Schedule K, Page 1a, Part I, 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, Page 1a, Part I, Line C, Column (f) - Description of Purpose	The Tax-Exempt Lease, 2010, was modified and reissued on November 26, 2013. The original tax-exempt lease was entered into on April 9, 2010 and was used to provide funding for the purchase of critical care aircraft.
Schedule K, Page 1a, Part I, Line D, Column (f) - Description of Purpose	The Series 2011A, B, C, D, and E Bonds were issued to provide funding for the new construction of buildings and structures and the purchase of equipment. Additionally, the Bonds were issued in order to refund the Series 2008A, C, and D Bonds and pay off a taxable line of credit that refunded the Series 2008B Bonds. The Series 2008A, B, C, and D Bonds were issued on September 11, 2008.
Schedule K, Page 1a, Part II, Line 3 - Total Proceeds of Issue	Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceeds: Column A Series 2006A Bonds: Issue Price: $325,003,005 Earnings: $23,010,869 Total Proceeds: $348,013,874 Column B Series 2006B Bonds: Issue Price: $387,109,760 Earnings: $1,476,259 Total Proceeds: $388,586,019 Column D Series 2011A,B,C,D,E Bonds: Issue Price: $228,195,000 Earnings: $8,281 Total Proceeds: $228,203,281
Schedule K, Page 1b, Part I, Line A, Column (f) - Description of Purpose	The Series 2011H 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. On August 25, 2014, through the Indiana Finance Authority, IU Health reissued its Series 2011H and I bonds. The transaction was accounted for as a modification of debt. As part of the reissuance, the rate calculation methodology for each was amended resulting in a reduction to the rate applicable to each; the principal payment schedule was amended; and the bank purchase period was extended to November of 2017. As part of the reissuance, the Series 2011H and I Bonds were treated as being currently refunded on August 25, 2014. The original Series 2011H and I Bonds were issued on May 5, 2011.
Schedule K, Page 1b, Part I, Line B, Column (f) - Description of Purpose	The Series 2011L and M Bonds were issued in order to provide funding for the new construction of buildings and structures and the purchase of equipment.
Schedule K, Page 1b, Part I, 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 to pay off a portion of a taxable line of credit, which was used to provide funding for the new construction of buildings and structures and the 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, which were issued on May 31, 2006; to refund the Series 2006 Bonds of Indiana University Health White Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, which were issued on October 26, 2006; and to refund the Series 1998B Bonds of Indiana University Health Bloomington Hospital, Inc., a related 501(c)(3) organization, which were issued on November 17, 1999.
Schedule K, Page 1b, Part I, Line D, Column (f) - Description of Purpose	The Series 2014A Bonds were issued in order to advance refund the Series 2006 and Series 2009A Bonds of Indiana University Health Ball Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, and to pay certain expenses related to the issuance. The Series 2006 and Series 2009A Bonds were issued on May 31, 2006 and December 8, 2009, respectively.
Schedule K, Page 1b, Part II, Line 3 - Total Proceeds of Issue	Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceeds: Column B Series 2011L and 2011M Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Column C Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068
Schedule K, Page 2a, Part III, Lines 4, 5, and 6 - P.B.U. Percentages	IU Health generally only finances a portion of each project with tax-exempt bonds.
Schedule K, Page 2a, Part IV, Column A, Line 2c - Date of Rebate Comp.	January 24, 2011
Schedule K, Page 2b, Part III, Lines 4, 5, and 6 - P.B.U. Percentages	IU Health generally only finances a portion of each project with tax-exempt bonds.
Schedule K, Page 3a, Part IV, Column A, Line 6 - Available Temp. Period	Any gross proceeds invested beyond the temporary period were yield restricted.
Schedule K, Page 3a, Part IV, Column B, Line 5 b & c - Name/Term of GIC	GIC provided by Citigroup Financial Products, Inc. with a term of 0.3 years.

Schedule K (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax Exempt Bonds

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

Information about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	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		11-26-2013	18,783,695	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		08-25-2014	138,110,000	SERIES 2011H AND I BONDS		X		X		X
	INDIANA FINANCE AUTHORITY	35-1602316		05-25-2011	111,435,000	SEIRES 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
	INDIANA FINANCE AUTHORITY	35-1602316	45471ANR9	10-14-2014	80,777,895	SERIES 2014A BONDS		X		X		X

Part II

Proceeds

	A		B		C		D
	1 Amount of bonds retired . . . . . . . . . . . . . .	0		42,985,000		0		36,470,000
2 Amount of bonds legally defeased . . . . . . . . . . .	0		0		0		0
3 Total proceeds of issue . . . . . . . . . . . . . .	348,013,874		388,586,019		18,783,695		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 . . . . . . . . . . . .	1,879,058		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 . . . . . . . . . . .	316,230,047		0		18,783,695		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		2006		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) 2014

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 . .	0 %		0 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . .	0 %		0 %		0 %		0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . .	0 %		0 %		0 %		0 %
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 %		0 %		0 %		0 %
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, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .		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 "Yes" to 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 the hedge terminated? . . . . . .

Schedule K (Form 990) 2014

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
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. Provide additional information for responses to questions on Schedule K (see instructions).

Return Reference	Explanation
Schedule K, Page 1a, Part I, Line A, Column (f) - Description of Purpose	The Series 2006A bonds were issued in order to provide funding for the new construction of buildings and structures and the purchase of equipment.
Schedule K, Page 1a, Part I, 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, Page 1a, Part I, Line C, Column (f) - Description of Purpose	The Tax-Exempt Lease, 2010, was modified and reissued on November 26, 2013. The original tax-exempt lease was entered into on April 9, 2010 and was used to provide funding for the purchase of critical care aircraft.
Schedule K, Page 1a, Part I, Line D, Column (f) - Description of Purpose	The Series 2011A, B, C, D, and E Bonds were issued to provide funding for the new construction of buildings and structures and the purchase of equipment. Additionally, the Bonds were issued in order to refund the Series 2008A, C, and D Bonds and pay off a taxable line of credit that refunded the Series 2008B Bonds. The Series 2008A, B, C, and D Bonds were issued on September 11, 2008.
Schedule K, Page 1a, Part II, Line 3 - Total Proceeds of Issue	Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceeds: Column A Series 2006A Bonds: Issue Price: $325,003,005 Earnings: $23,010,869 Total Proceeds: $348,013,874 Column B Series 2006B Bonds: Issue Price: $387,109,760 Earnings: $1,476,259 Total Proceeds: $388,586,019 Column D Series 2011A,B,C,D,E Bonds: Issue Price: $228,195,000 Earnings: $8,281 Total Proceeds: $228,203,281
Schedule K, Page 1b, Part I, Line A, Column (f) - Description of Purpose	The Series 2011H 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. On August 25, 2014, through the Indiana Finance Authority, IU Health reissued its Series 2011H and I bonds. The transaction was accounted for as a modification of debt. As part of the reissuance, the rate calculation methodology for each was amended resulting in a reduction to the rate applicable to each; the principal payment schedule was amended; and the bank purchase period was extended to November of 2017. As part of the reissuance, the Series 2011H and I Bonds were treated as being currently refunded on August 25, 2014. The original Series 2011H and I Bonds were issued on May 5, 2011.
Schedule K, Page 1b, Part I, Line B, Column (f) - Description of Purpose	The Series 2011L and M Bonds were issued in order to provide funding for the new construction of buildings and structures and the purchase of equipment.
Schedule K, Page 1b, Part I, 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 to pay off a portion of a taxable line of credit, which was used to provide funding for the new construction of buildings and structures and the 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, which were issued on May 31, 2006; to refund the Series 2006 Bonds of Indiana University Health White Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, which were issued on October 26, 2006; and to refund the Series 1998B Bonds of Indiana University Health Bloomington Hospital, Inc., a related 501(c)(3) organization, which were issued on November 17, 1999.
Schedule K, Page 1b, Part I, Line D, Column (f) - Description of Purpose	The Series 2014A Bonds were issued in order to advance refund the Series 2006 and Series 2009A Bonds of Indiana University Health Ball Memorial Hospital, Inc., a related 501(c)(3) tax-exempt organization, and to pay certain expenses related to the issuance. The Series 2006 and Series 2009A Bonds were issued on May 31, 2006 and December 8, 2009, respectively.
Schedule K, Page 1b, Part II, Line 3 - Total Proceeds of Issue	Total proceeds of issue disclosed on Part II, Line 3 are sometimes higher than the issue price disclosed in Part I due to the investment earnings on the bond proceeds: Column B Series 2011L and 2011M Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Column C Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068
Schedule K, Page 2a, Part III, Lines 4, 5, and 6 - P.B.U. Percentages	IU Health generally only finances a portion of each project with tax-exempt bonds.
Schedule K, Page 2a, Part IV, Column A, Line 2c - Date of Rebate Comp.	January 24, 2011
Schedule K, Page 2b, Part III, Lines 4, 5, and 6 - P.B.U. Percentages	IU Health generally only finances a portion of each project with tax-exempt bonds.
Schedule K, Page 3a, Part IV, Column A, Line 6 - Available Temp. Period	Any gross proceeds invested beyond the temporary period were yield restricted.
Schedule K, Page 3a, Part IV, Column B, Line 5 b & c - Name/Term of GIC	GIC provided by Citigroup Financial Products, Inc. with a term of 0.3 years.

Schedule K (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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

Information about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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), section 501(c)(4), and 501(c)(29) 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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

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?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No






Total ...... $						0

Part III

Grants or Assistance Benefiting 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) 2014

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) JACQUELINE S GOODRICH RN	SEE PART V	44,030	SEE PART V		No
(2) RACHEL SMITH	SEE PART V	70,300	SEE PART V		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation
Schedule L, Part IV, Columns (b) and (d) - Relationships and Descriptions	Jacqueline S. Goodrich, R.N., the daughter-in-law of David W. Goodrich, a member of IU Health's Board of Directors, served and was compensated as an employee of IU Health. Rachel Smith, the sister of Dawn Moore-Jefferson, a key employee of IU Health, served and was compensated as an employee of IU Health.

Schedule L (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH INC

Employer identification number

35-1955872

Return Reference	Explanation
Part III, Line 4a - Statement of Program Service Accomplishments	Indiana University Health, Inc. ("IU Health") is the parent organization of the IU Health System. The following is a brief summary of the IU Health system and its 2014 program service accomplishments: IU Health System IU Health is the state's largest and most comprehensive health system. With 18 hospitals in 15 Indiana communities, and nearly 24,000 team members, IU Health enjoys a unique partnership with Indiana University School of Medicine ("IU School of Medicine"), one of the nation's leading medical schools, which gives patients access to innovative treatments and therapies. Millions of people annually, from across Indiana and beyond, receive nationally recognized, patient-centered care at IU Health. In 2014, the IU Health system provided care to patients through 130,975 inpatient admissions and more than 2.5 million outpatient visits. Our Mission IU Health, a statewide academic health system formed in 1997, is dedicated to improving the health of our patients and communities through innovation and excellence in care, education, research and service. Our Values - 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 IU School of Medicine. Statewide Community Benefit Summary Every day, thousands of Hoosiers receive high-quality, patient-focused care in IU Health hospitals and healthcare facilities. This commitment extends to improving the health of communities through coordinated outreach efforts designed to meet pressing community health needs. IU Health follows federal guidelines for reporting community benefit- programs and services designed to improve health in communities and increase access to healthcare- and other community investments. As defined by these guidelines, community benefit includes charity care, unreimbursed costs of government sponsored programs and support for medical research and other healthcare services that provide care to promote health and wellness in response to identified community needs. In 2014, IU Health invested over $455 million in community benefit and over $585 million in community investments. In total, these contributions served more than 1 million people across the state. 2014 Community Benefit Needs and Priorities To gain a better understanding of the most critical health needs in Indiana, the IU Health system conducted a comprehensive CHNA in every community we serve. The CHNA process identified four common priority needs across the state. These four needs were endorsed by the IU Health Board of Directors and will shape the organization's community outreach priorities through 2015: 1. Access to healthcare 2. Obesity prevention 3. Pre-K - 12 education 4. Behavioral health Access for Everyone In nearly every Indiana community, you'll find people who are unable to access quality, affordance healthcare. Poverty, unemployment and a lack of low-cost healthcare options, such as free clinics, all contribute to the challenges of accessing care. IU Health is committed to helping those in need get the care they need, which means treating all patients, regardless of their ability to pay. To accomplish this goal, we offer a range of services to our communities: Screenings for life: From breast exams and cervical cancer screenings to heart scans, IU Health offers free screenings to low-income individuals across the state-in schools, health fairs and local malls. Affordable care: From the Community Health Center in La Porte to the Volunteers in Medicine Clinic in Bloomington, IU Health provides financial support to free and reduced-cost clinics across Indiana. In collaboration with local physician offices, we opened a new walk-in facility in White County, so residents could receive urgent care after business hours without visiting a hospital or traveling across counties. Navigating insurance: IU Health has trained financial navigators at each of our hospitals to help residents make sense of the new insurance landscape. We also have counselors on site to enroll people in state assistance programs or our own financial assistance programs. Financial aid: IU Health provided more than $147 million in free or reduced care to more than 114,000 patients in 2014. Patients can access the financial assistance application online at iuhealth.org/helpwithbills. Tackling Obesity We hear it on the news all the time: Obesity has become an epidemic in the United States, and Indiana is no exception. In fact, Indiana ranks ninth in the nation in its percentage of obese adults, according to the Centers for Disease Control and Prevention. At IU Health we are working to reverse that trend. In cooperation with schools, community centers and other agencies, we are educating children and their families about nutrition and staying fit, creating healthier school environments and increasing access to safe places where people can enjoy the benefits (and the fun) of physical activity. IU Health supports a wide range of programs that educate children and their families about healthy habits. In collaboration with the 500 Festival, IU Health reached more than 3,000 fourth-graders from throughout Indiana at the Indianapolis Motor Speedway. Through an interactive video led by race car driver James Hinchcliffe, students burned calories and learned how to fuel their bodies with healthy snacks. With funding from the IU Health Strong Schools program, 23 elementary schools in Indiana are becoming centers of health for entire communities. Thanks to IU Health Strong School grants, 9,000 students increased their physical activity by 28 percent, from 39 to 50 minutes, through "brain boosters", pedometer programs and yoga in the classroom. Pre-K - 12 Education Nearly 40 percent of Indiana children arrive at kindergarten unprepared, emotionally, socially and intellectually. Closing this learning gap early is vital. Children who are not reading at grade level by third grade typically do not catch up. For these children, the risk of dropping out rises while the chance of earning a college degree declines sharply. In 2011, IU Health teamed up with the Indiana Association of United Ways to expand Kindergarten Countdown, a program designed to narrow the educational gap of at-risk children by giving incoming kindergarteners a jump start at a successful school experience. At Kindergarten Countdown camps, classes of 20 to 30 children enjoy half-day camp experiences for four weeks. Experienced kindergarten teachers and assistants lead the camps. Volunteers-including many team members from IU Health-engage in one-on-one learning and read to the students. Kindergarten Countdown camps include a planned curriculum and activities that reinforce the skills students need for success in school. To encourage reading, campers receive a free book each day they attend camp. For many, it is the first book they ever owned. IU Health team members donate books to the camp. Most camps also provide transportation to ensure kids can get to camp and experience riding the bus before their first day of kindergarten. The camp experience provides essential academic and social skills so that young children are primed and ready for kindergarten. Behavioral Health Not a day goes by when more than half of us experience negative situations that impact our physical and mental health. At IU Health, we are committed to decreasing the number of poor mental health days Hoosiers experience by increasing our behavioral health staff and facilities across the state, improving access to screenings and building capacity through grants. SBIRT screening (Screening, Brief Intervention and Referral to Treatment) helps to identify individuals who are at risk for substance abuse. This effective intervention has been proven to reduce harmful alcohol use by up to 39 percent and illicit drug use rates by 68 percent.
Part V, Line 4b - Name of Foreign Countries	In addition to the Cayman Islands, IU Health also has an interest in financial accounts in the following foreign countries: Canada Greece Hungary Indonesia Japan Mexico United Kingdom
Part VI, Section A, Line 2 - Family or Business Relationships	Ryan C. Kitchell served as an Officer and on the Board of Directors of CHV Capital, Inc. ("CHV Capital"). John C. Kohne, M.D., Dennis M. Murphy, and Ronald L. Stiver also served on the Board of Directors of CHV Capital. No additional compensation was provided to these individuals for their service. James T. Parker served as an Officer and on the Board of Directors of Indiana University Health Plans, Inc. ("IU Health Plans"). Ryan C. Kitchell and Dennis M. Murphy also served on the Board of Directors of IU Health Plans. No additional compensation was provided to these individuals for their service. Ryan C. Kitchell, Dennis M. Murphy, and Jonathan E. Gottlieb, M.D. served on the Board of Directors of Indiana University Health ACO, Inc. No additional compensation was provided to these individuals for their service. John C. Kohne, M.D. and Linda Q. Everett, R.N. served on the Board of Managers of Senate Street Surgery Center, LLC. No additional compensation was provided to these individuals for their service. Jeffrey L. Sperring, M.D. and Russell A. Williams served on the Board of Managers of ROC Surgery, LLC. No additional compensation was provided to these individuals for their service. J. Scott Davison served as an Officer and on the Board of Directors of America United Mutual Insurance Holding Company. David W. Goodrich and Michael A. McRobbie also served on the Board of Directors of American United Mutual Insurance Holding Company.
Part VI, Section A, Line 4 - Significant Changes to Governing Documents	IU Health filed Amended and Restated Articles of Incorporation with the Indiana Secretary of State on June 24, 2014. The Amended and Restated Articles of Incorporation changed the size and election or appointment of IU Health's Board of Directors as follows: (a) The number of At-Large Directors decreased from Ten (10) to Eight (8). (b) The number of directors appointed as "Methodist Standing Directors" increased from One (1) to Three (3). (d) The number of directors appointed as "University Standing Directors" increased from One (1) to Three (3). The President and Chief Executive Officer of the Corporation remained as an ex officio director.
Part VI, Section A, Line 6, 7a and 7b - Members or Stockholders	Line 6: There shall be two classes of members of the Corporation. One class, known as the University Class, shall consist of those persons serving from time to time as the Trustees of Indiana University. The other class, known as the Methodist Class, shall consist of the Members of the Methodist Health Group, Inc. Line 7a: Except as otherwise provided, 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, the directors, each of whom shall have one vote, will be selected as follows: (a) Eight (8) at-large directors shall be jointly elected by the affirmative vote of both member classes (the "At-Large Directors"). (b) Two (2) directors shall be appointed by the Methodist Class. (c) The President of Indiana University, the Dean of Indiana University School of Medicine (the "Dean"), and the Chair of the IU Board of Trustees or another IU Trustee designated by the Chair of the Board of Trustees, shall each be a standing director of the University Class, referred to collectively as "University Standing Directors". (d) The Bishop of the Indiana Area of the United Methodist Church (the "Bishop") shall be an ex officio director. If the Bishop determines that he/she is unable to serve as director for an upcoming year, the Bishop may name a designee to serve as a director by providing notification of such designee to the Corporation at or before the annual meeting of the Corporation. Directors named in (b) and (d) above are referred to collectively has "Methodist Standing Directors." (e) The President and Chief Executive Officer of the Corporation (the "President") shall be an ex officio director. No more than twenty percent (20%) of the directors shall be physicians who are providing professional services to the Corporation. Line 7b: Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the approval of the University Class prior to implementation: (a) Any sale, lease, transfer or other alienation of the Indiana University Hospitals real property, as defined in the Definitive Agreement, including any assignment of the University Hospital's lease by and between the Trustees of Indiana University and the Corporation, except as otherwise authorized by resolution or agreement of the Trustees of Indiana University. (b) Any proposal by the Corporation which conflicts with the following principle: the Corporation will continue to make all patients available for medical education unless otherwise requested by the patient or his/her family, as the major clinical teaching resource for the Indiana University School of Medicine. (c) Any change in the formula used to calculate the amount of support provided to the Indiana University School of Medicine, as referenced in the Articles of Incorporation. (d) Any proposed action regarding the operation of Indiana University Hospitals, including the James Whitcomb Riley Hospital for Children, which would conflict with or be contrary to the requirements set forth in the Trustees Resolutions. (e) Any sale or other alienation of all or substantially all of the assets or operations of the Corporation, and any merger, consolidation, change of voting control or other reorganization of the Corporation. (f) Amendment, alteration or repeal of the Articles of Incorporation (g) Any dissolution of the Corporation, except as otherwise required by law. (h) Any revision to, or modification or revocation of the Core Values. (i) Any transfer of the membership of either of the member classes. (j) Any amendment to the Definitive Agreement. Notwithstanding any other provisions of the Articles of Incorporation, the following matters require the approval of the Methodist Class prior to implementation: (a) Any sale, 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 the Corporation, except as otherwise authorized by resolution or agreement of Methodist Health Group, Inc. (b) Any sale or other alienation of all or substantially all of the assets or operations of the Corporation, and any merger, consolidation, change of voting control, or other reorganization of the Corporation. (c) Amendment, alteration or repeal of the Articles of Incorporation. (d) Any dissolution of the Corporation, except as otherwise required by law. (e) Any revisions to, or modifications or revocation of the Core Values. (f) Any transfer of the membership of either of the member classes. (g) Any amendment to the Definitive Agreement.
Part VI, Section A, Line 11b - Review of Form 990	IU Health used a thorough process to review the Form 990 prior to its filing. The EVP & CFO and SVP & General Counsel each reviewed and approved the Form 990. The Board of Directors' Committee on Values, Ethics, Social Responsibility, and Pastoral Services reviewed and approved the following section of the Form 990: 1. Schedule H - Hospitals The Board of Directors' Committee on Personnel and Compensation reviewed and approved the following sections of the Form 990: 1. Part VI - Governance, Management, and Disclosure 2. Part VII - Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors 3. Schedule J - Compensation Information 4. Schedule L - Transactions with Interested Persons The Board of Directors' Audit Committee also reviewed and approved the Form 990. Following the review and approval of the aforementioned individuals and committees, a complete copy of the Form 990 as made available to each board member on a secure intranet site. Each member was also informed of the availability of the Tax Department to answer any questions.
Part VI, Section B, Line 12c - Conflict of Interest Policy	All IU Health employees, associates, colleagues and contracted personnel, including employed physicians and paid medical directors ("IU Health Representatives") are covered by and subject to its Conflict of Interest Policy. IU Health regularly and consistently monitors and enforces compliance with the policy through the following procedures: (a) On an annual basis, each IU Health Representative at the level of Manager or above, together with every other person designated by the Corporate Compliance Department ("Department"), must complete, sign and submit a Conflict of Interest Questionnaire ("Questionnaire") to the Department. Governing board members, committee members, corporate officers, medical staff and researchers must comply with the administrative requirements noted in the respective policies and procedures relative to those areas. (b) An IU Health Representative must supplement a Questionnaire in writing, if after completion of the original Questionnaire, a situation arises, or may reasonably be expected to arise, that would change any answer or information on the original Questionnaire if the situation had existed or been anticipated at the time of completion of the original Questionnaire. (c) If a fully and properly completed Questionnaire reveals facts or other information that might reasonably indicate a Conflict of Interest or violation of the policy, the IU Health Representative completing the questionnaire must secure approval by his/her supervisor, evidenced in writing. (d) The Department will review each Questionnaire and determine whether a Conflict of Interest exists and, if so, whether and how it should or may be eliminated, avoided or managed in order to comply with the spirit of the policy and with the best interests of IU Health and its patients. In making the determination, the Corporate Compliance Department may consult with the IU Health Representative's supervisor and other appropriate individuals and groups. (e) The scope of the policy is not limited to those who are required to complete Questionnaires. If an IU Health Representative is involved in a situation or relationship that would constitute a violation of the policy in the absence of disclosure and approval as described above, then the IU Health Representative must disclose the matter to his/her supervisor, secure his/her supervisor's approval in writing, and disclose the matter to the Department. Otherwise, the IU Health Representative is in violation of the policy and subject to corrective action, up to and including termination. (f) The Chief Compliance Officer, in consultation with onsite Compliance personnel, may from time to time appoint standing or ad hoc committees to assist in resolving issues that arise under provisions of the policy.
Part VI, Section B, Line 15 - Process for Determining Compensation	IU Health uses a thorough process to determine the compensation of its President and Chief Executive Officer, other officers, and key employees. The process includes the following: (1) The Board of Directors ("Board") has established a Committee on Personnel and Compensation ("Compensation Committee"), the purpose of which includes reviewing and making recommendations regarding executive compensation and benefits on an annual basis. The Compensation Committee is made up of members of the Board that are neither physicians nor employees and do not otherwise have a conflict of interest regarding any of IU Health's compensation arrangements. The Compensation Committee reviews an executive's entire compensation package including base salary, short term and long term incentives, basic health and welfare benefits, qualified and nonqualified plans, as well as any additional fringe benefits. As deemed appropriate, the Committee on Finance, which is also made up of members of the Board, may also review executive compensation and benefits. (2) The Compensation Committee engages an independent compensation consulting firm on annual basis to conduct a compensation and benefits analysis for its executive group, which consists of employees at the level of senior vice president and above. The current compensation advisor is Hay Group. Hay Group performs its analysis in the form of a compensation and benefits survey ("survey") that includes relevant comparability data for 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. Hay Group then prepares a survey report and provides recommendations to the Compensation Committee, if deemed appropriate, on changes in executive compensation and benefits. A separate analysis using the same methodology is done for the President and Chief Executive Officer. (3) The Compensation Committee then reviews Hay Group's report and recommendations and, if appropriate, votes on whether to recommend any changes in executive compensation and benefits to the Board. The Compensation Committee will only recommend changes to the Board if they are consistent with its philosophy on compensation matters and are deemed reasonable based upon the independent analysis provided by Hay Group. The Compensation Committee's review, discussion and vote are documented in the minutes for the meeting. There are no executives present during the final discussion and approval. (4) The Board then reviews the report prepared by Hay Group as well as the recommendations of the Compensation Committee as to any changes in executive compensation and benefits. As deemed appropriate, the Committee on Finance may also provide its review of the Compensation Committee's recommendations on any changes in executive compensation and benefits. This review and discussion are documented in the minutes. (5) The Board then votes on whether to accept the Compensation Committee's recommendations on any changes in executive compensation and benefits. Changes in executive compensation and benefits are only made if approved by the Compensation Committee and Board on an annual basis. The discussion and approval are documented in the minutes of the meeting. There are no executives present during the final discussion and approval. IU Health's General Counsel also prepares a formal written opinion reviewing the executive compensation and benefits approval process, comparing it to the Intermediate Sanctions Test of IRC Section 4958. If warranted, IU Health's General Counsel may also provide comments regarding the executive compensation and benefits approval process as it relates to meeting the requirements for a rebuttable presumption of reasonableness as provided in the Intermediate Sanctions Test. (6) After the end of each year, the Compensation Committee and Board also review the achievements of the executive group as it relates to the long-term and short-term shared and individual goals developed by the executives and the Board. These achievements may also be reviewed with the Committee on Finance. The Board, at its discretion, may approve bonus payments based upon the achievement of the goals and the compensation survey. The discussion and vote of the Compensation 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 Compensation Committee and Audit Committee also review Form 990 disclosures related to executive compensation and benefits as well as the organization's practices and approval processes prior to the filing of the Form 990 return with the Internal Revenue Service.
Part VI, Section C, Line 19 - Public Disclosure	IU Health's 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, Line 1a, Column (B) - Average hours per week	Jonathan R. Goble was an employee of Indiana University Health North Hospital, Inc. during a portion of 2014 in which he devoted an average of 55 hours per week. He was also employee of IU Health during a portion of 2014 in which he devoted an average of 55 hours per week.
Part XI, Line 9 - Other Changes in Net Assets or Fund Balances	During 2014, IU Health recorded the following other changes in net assets or fund balances: Equity Transfer (Joint Venture): 2,218,086 Other: -5,000 Net Asset Transfer (Related Organization): -91,458 Mark-to-Market on Interest Rate Swaps: -683,292 Income/(Loss) - Related 501(c)(3) Organizations: -1,258,578 Change in Pension Obligation: -11,207,990 Equity Transfer (Settlement of Debt): -117,486,473

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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" on 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 20-3949966	HEALTHCARE	IN	0	-28,125	IUH
(2) CCSG LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 26-1921481	HEALTHCARE	IN	49,375	-82,826	IUH
(3) CLARIAN QUALITY PARTNERS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 26-3603579	HEALTHCARE	IN	64	-104	IUH
(4) CLARIAN SAXONY MEDICAL CENTER LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 26-2414219	HEALTHCARE	IN	0	0	IUH
(5) HEART PARTNERS OF INDIANA LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 20-1123537	HEALTHCARE	IN	563,520	251,884	IUH
(6) IU HEALTH MANAGEMENT LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 80-0141954	MANAGEMENT	IN	4,570,052	0	IUH
(7) IU HEALTH SAXONY SURGERY CENTER LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 27-5271091	HEALTHCARE	IN	1,340,569	0	IUH
(8) IUH POPULATION HEALTH MANAGEMENT LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 46-3913461	HEALTHCARE	IN	15,967,619	10,634,567	IUH
(9) ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 35-1348013	HEALTHCARE	IN	10,199,542	2,694,563	IUH
(10) SENATE HEALTH PLAN SOLUTIONS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 27-3736054	MANAGEMENT	IN	0	4,830,171	IUH

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(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	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 Incorporated 950 N Meridian St Ste 800 Indianapolis,IN46204 26-3571507	Healthcare	IN	501(c)(3)	9	IUHB	Yes
(5) Indiana Health Info Exchange Inc 846 N Senate Ave Indianapolis,IN46202 36-4550324	Healthcare	IN	501(c)(3)	11 I	NA		No
(6) Indiana Radiology Partners Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 20-1017034	Healthcare	IN	501(c)(3)	3	IUH	Yes
(7) IU Health Arnett Foundation Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-6079797	Fundraising	IN	501(c)(3)	11 I	IUHA	Yes
(8) IU Health Arnett Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 26-3162145	Healthcare	IN	501(c)(3)	3	IUH	Yes
(9) IU Health Ball Memorial Hospital Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-0867958	Healthcare	IN	501(c)(3)	3	IUH	Yes
(10) IU Health Ball Memorial Physicians Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1925641	Healthcare	IN	501(c)(3)	9	IUHBMH	Yes
(11) IU Health Bedford Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 23-7042323	Healthcare	IN	501(c)(3)	3	IUH	Yes
(12) IU Health Blackford Hospital Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 01-0646166	Healthcare	IN	501(c)(3)	3	IUHBMH	Yes
(13) IU Health Bloomington Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1720796	Healthcare	IN	501(c)(3)	3	IUH	Yes
(14) IU Health BMH Foundation Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 31-1111784	Fundraising	IN	501(c)(3)	11 I	IUHBMH	Yes
(15) IU Health Care Associates Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1747218	Healthcare	IN	501(c)(3)	9	IUH	Yes
(16) IU Health Goshen Foundation Inc 200 High Park Ave Goshen,IN46527 46-2565300	Fundraising	IN	501(c)(3)	11 I	GHS	Yes
(17) IU Health LaPorte Hospital Inc PO Box 250 LaPorte,IN46352 35-1125434	Healthcare	IN	501(c)(3)	3	IUH	Yes
(18) IU Health LaPorte Physicians Inc PO Box 250 LaPorte,IN46352 31-1070868	Healthcare	IN	501(c)(3)	3	IUHLH	Yes
(19) IU Health Morgan Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 27-3533027	Healthcare	IN	501(c)(3)	3	IUH	Yes
(20) IU Health North Hospital Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1932442	Healthcare	IN	501(c)(3)	3	IUH	Yes
(21) IU Health Paoli Hosp Foundation Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 31-0992486	Fundraising	IN	501(c)(3)	9	IUHP	Yes
(22) IU Health Paoli Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-2090919	Healthcare	IN	501(c)(3)	3	IUHB	Yes
(23) IU Health Tipton Hospital Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 26-2772226	Healthcare	IN	501(c)(3)	3	IUH	Yes
(24) IU Health West Hospital Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1814660	Healthcare	IN	501(c)(3)	3	IUH	Yes
(25) IU Health White Mem Hosp Fndtn Inc PO Box 952 Monticello,IN47960 35-1671806	Fundraising	IN	501(c)(3)	11 III-FI	IUHWMH	Yes
(26) IU Health White Memorial Hospital Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 27-3532963	Healthcare	IN	501(c)(3)	3	IUH	Yes
(27) IU Medical Group Foundation Inc 340 W 10th St No FS5100 Indianapolis,IN46202 20-1093251	Fundraising	IN	501(c)(3)	11 II	NA		No
(28) LaPorte Hospital Foundation Inc PO Box 250 LaPorte,IN46352 31-0952775	Fundraising	IN	501(c)(3)	11 I	NA		No
(29) Methodist Health Foundation Inc 1800 N Capitol Ave Indianapolis,IN46202 35-6043086	Fundraising	IN	501(c)(3)	11 I	IUH	Yes
(30) Methodist Health Group Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-0876390	Healthcare	IN	501(c)(3)	11 III-FI	NA		No
(31) Methodist Medical Group Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1945384	Healthcare	IN	501(c)(3)	3	IUH	Yes
(32) Methodist Occup Health Centers Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1844176	Healthcare	IN	501(c)(3)	3	IUH	Yes
(33) Methodist Research Institute Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-2023710	Healthcare	IN	501(c)(3)	11 I	IUH	Yes
(34) MH Healthcare Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1766531	Healthcare	IN	501(c)(3)	3	MMG	Yes
(35) Morgan Co Mem Hosp Foundation Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-2035162	Fundraising	IN	501(c)(3)	11 II	IUHMH	Yes
(36) Morgan Co Mem Hosp Guild Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 31-0886844	Fundraising	IN	501(c)(3)	11 III-FI	IUHMH	Yes
(37) Morgan Health Services Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1968564	Healthcare	IN	501(c)(3)	3	IUHMH	Yes
(38) Rehabilitation Hospital of Indiana Inc 4141 Shore Dr Indianapolis,IN46254 35-1786005	Healthcare	IN	501(c)(3)	3	MHH	Yes
(39) RHI Foundation Inc 4141 Shore Dr Indianapolis,IN46254 35-1932349	Fundraising	IN	501(c)(3)	11 I	RHI	Yes
(40) The Cheer Guild of Riley Hos for Child 705 Riley Hospital Dr Indianapolis,IN46202 35-6018517	Fundraising	IN	501(c)(3)	11 III-FI	NA		No
(41) University Family Physicians Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 23-7427350	Healthcare	IN	501(c)(3)	9	IUHCA	Yes
(42) MDwise Marketplace Inc 1200 Madison Ave Indianapolis,IN46225 46-5270582	Insurance	IN	501(c)(4)	N/A	IUH	Yes
(43) MDwise Network Inc 1200 Madison Ave Indianapolis,IN46225 47-2619552	Insurance	IN	501(c)(4)	N/A	IUH	Yes
(44) Tipton Co Health Care Foundation Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 31-1231905	Fundraising	IN	501(c)(3)	11 I	IUHTH	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2014

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) Ball Outpatient Sur Ctr LLC 569 Brookwood Village Ste 901 Birmingham,AL35209 27-0275794	Healthcare	IN	BOSCH	N/A	0	0		No	0		No	0 %
(2) Beltway Surgery Centers LLC 569 Brookwood Village Ste 901 Birmingham,AL35209 35-2072586	Healthcare	IN	BSCH	N/A	0	0		No	0		No	0 %
(3) Bloomington Endo Centers LLC PO Box 1149 Bloomington,IN47402 35-2117943	Healthcare	IN	IUHB	N/A	0	0		No	0		No	0 %
(4) BOSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4147343	Healthcare	IN	IUH	RELATED	1,934,797	6,061,665		No	0		No	51.000 %
(5) BSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-2314634	Healthcare	IN	IUH	RELATED	18,352,251	23,704,823		No	0		No	51.000 %
(6) Cardinal Health Init 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	81,496	18,834,046		No	0		No	100.000 %
(8) CHV Fund II Management LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 37-1717823	Venture Capital	IN	CHV	N/A	0	0		No	0		No	0 %
(9) CHV Fund II LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 80-0902337	Venture Capital	IN	IUH	EXCLUDED	-1,600	3,499,999		No	0		No	100.000 %
(10) 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 %
(11) 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 %
(12) Eagle High Surg Center LLC 569 Brookwood Village Ste 901 Birmingham,AL35209 35-2259204	Healthcare	IN	EHSCH	N/A	0	0		No	0		No	0 %
(13) EHSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4147879	Healthcare	IN	IUH	RELATED	3,238,616	4,403,847		No	0		No	51.000 %
(14) Health Venture Management LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 20-5740218	Management	IN	IUH	UNRELATED	781,710	2,238,145		No	561,488		No	99.000 %
(15) IEC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4148032	Healthcare	IN	IUH	RELATED	2,802,640	3,651,832		No	0		No	51.000 %
(16) Indiana Endoscopy Centers LLC 569 Brookwood Village Ste 901 Birmingham,AL35209 20-8398421	Healthcare	IN	IECH	N/A	0	0		No	0		No	0 %
(17) IUH Saxony Surgery Ctr LLC 569 Brookwood Village Ste 901 Birmingham,AL35209 27-5271091	Healthcare	IN	SSCH	N/A	0	0		No	0		No	0 %
(18) ROC Surgery LLC 569 Brookwood Village Ste 901 Birmingham,AL35209 27-1497960	Healthcare	IN	ROCSH	N/A	0	0		No	0		No	0 %
(19) ROCS Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4148369	Healthcare	IN	IUH	RELATED	1,630,861	2,871,222		No	0		No	51.000 %
(20) Senate St Surgery Center LLC 569 Brookwood Village Ste 901 Birmingham,AL35209 42-1709357	Healthcare	IN	SSSCH	N/A	0	0		No	0		No	0 %
(21) SSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 46-4472887	Healthcare	IN	IUH	RELATED	333,514	3,696,329		No	0		No	51.000 %
(22) SSSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4148167	Healthcare	IN	IUH	RELATED	2,734,725	3,831,463		No	0		No	51.000 %

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(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		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	875,274	281,832	100.000 %	Yes
(4) IU Health 457(B) Plan 1100 N Market St Wilmington,DE19890 47-6948347	Investments	IN	IUH	T	425,456	0	100.000 %	Yes
(5) IU Health ACO Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4421020	Healthcare	IN	IUH	C	0	0	100.000 %	Yes
(6) IU Health Board Designated Trust 400 Howard St San Francisco,CA94105 30-6309021	Investments	IN	IUH	T	15,049,630	222,423,088	100.000 %	Yes
(7) IU Health NTGI S&P500 Fund CF PO Box 804358 Chicago,IL60680 30-6298263	Investments	IN	IUH	T	11,290,155	277,990,636	100.000 %	Yes
(8) IU Health Plans Holding Company Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 46-3794815	Insurance	IN	IUH	C	2,073	1,500,573	100.000 %	Yes
(9) IU Health Plans NFP Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 46-3803873	Insurance	IN	IUHPHC	C	0	0	0 %	Yes
(10) IU Health Plans Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 26-2127080	HMO	IN	IUH	C	134,838,757	13,186,415	100.000 %	Yes
(11) IU Health Risk Purchasing Group Inc 151 Meeting St Ste 301 Charleston,SC29401 26-0202446	Insurance	IN	IUH	C	0	8,004	100.000 %	Yes
(12) IU Health Risk Retention Group Inc 151 Meeting St Ste 301 Charleston,SC29401 20-1107674	Insurance	SC	IUH	C	4,094,077	50,990,094	97.000 %	Yes
(13) IU Health Southern IN Physicians Inc PO Box 1149 Bloomington,IN47402 35-1913875	Healthcare	IN	IUHB	C	5,558,325	1,412,116	7.692 %	Yes
(14) IUH Assurance SPC Ltd PO BOX 69 94 SOLARIS AVE CAMANA BAY,GRAND CAYMAN CJ 98-0395429	Insurance	CJ	IUH	C	22,108,573	95,560,869	100.000 %	Yes
(15) 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
(16) Parkmor Drug Inc 1501 S Main St Goshen,IN46526 13-1394980	Pharmacy Sales	IN	GHS	C	0	0	0 %	Yes
(17) PILR Inc 200 High Park Ave Goshen,IN46526 20-4294750	Development	IN	GHS	C	0	0	0 %	Yes
(18) Proteuo Fund LP PO BOX 31106 89 NEXUS WAY CAMANA BAY,GRAND CAYMAN CJ 98-1075227	Investments	CJ	IUH	C	7,063,298	189,982,565	100.000 %	Yes
(19) Radiation Oncology Resources Inc 200 High Park Ave Goshen,IN46526 26-2008424	Healthcare	IN	GHS	C	0	0	0 %	Yes
(20) SCANS Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 45-3080392	Healthcare	IN	CHVF1	C	0	0	0 %	Yes
(21) Univ Hlth (Shanghai) Mgt Con Co Ltd 88 CENTURY AVE SHANGHAI CH	Management	CH	UHMC	C	0	0	0 %	Yes
(22) University Health Management Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 27-2891143	Management	IN	CHV	C	0	0	0 %	Yes
(23) University Health Mgmt (China) Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 27-3891311	Management	IN	CHV	C	0	0	0 %	Yes

Schedule R (Form 990) 2014

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on 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

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 . . . . . . . . . . . . . . . . . . . . . . .

Yes

b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .

o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

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 related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) IU HEALTH ARNETT INC	A	12,702,957	FMV
(2) IU HEALTH BEDFORD INC	A	106,709	FMV
(3) IU HEALTH BALL MEMORIAL HOSPITAL INC	A	1,035,934	FMV
(4) IU HEALTH BLOOMINGTON INC	A	1,454,709	FMV
(5) GOSHEN HOSPITAL ASSOCIATION INC	A	1,209,095	FMV
(6) IU HEALTH PLANS INC	A	172,065	FMV
(7) IU HEALTH LAPORTE HOSPITAL INC	A	920,870	FMV
(8) IU HEALTH NORTH HOSPITAL INC	A	14,659,040	FMV
(9) IU HEALTH TIPTON HOSPITAL INC	A	883,452	FMV
(10) IU HEALTH WEST HOSPITAL INC	A	6,254,516	FMV
(11) IU HEALTH WHITE MEMORIAL HOSPITAL INC	A	1,158,718	FMV
(12) METHODIST RESEARCH INSTITUTE INC	B	2,109,566	FMV
(13) SSC HOLDINGS LLC	B	2,602,040	FMV
(14) INDIANA UNIVERSITY HEALTH PLANS INC	B	4,000,000	FMV
(15) MDWISE MARKETPLACE INC	B	2,479,450	FMV
(16) METHODIST HEALTH FOUNDATION INC	B	330,250	FMV
(17) METHODIST HEALTH FOUNDATION INC	C	4,358,840	FMV
(18) IU HEALTH ARNETT INC	J	294,011	FMV
(19) IU HEALTH BALL MEMORIAL HOSPITAL INC	J	110,065	FMV
(20) BELTWAY SURGERY CENTERS LLC	J	278,745	FMV
(21) EAGLE HIGHLANDS SURGERY CENTER LLC	J	56,250	FMV
(22) IU HEALTH CARE ASSOCIATES INC	J	4,457,040	FMV
(23) IU HEALTH NORTH HOSPITAL INC	J	1,783,347	FMV
(24) ROC SURGERY LLC	J	467,106	FMV
(25) SENATE STREET SURGERY CENTER LLC	J	72,500	FMV
(26) IU HEALTH WEST HOSPITAL INC	J	410,039	FMV
(27) IU HEALTH BALL MEMORIAL HOSPITAL INC	K	396,797	FMV
(28) IU HEALTH NORTH HOSPITAL INC	K	275,011	FMV
(29) IU HEALTH ACO INC	L	1,815,637	FMV
(30) IU HEALTH ARNETT INC	L	33,199,222	FMV
(31) IU HEALTH BEDFORD INC	L	3,355,435	FMV
(32) IU HEALTH BLACKFORD INC	L	1,034,176	FMV
(33) IU HEALTH BALL MEMORIAL HOSPITAL INC	L	27,878,095	FMV
(34) IU HEALTH BALL MEMORIAL PHYSICIANS INC	L	1,672,771	FMV
(35) BALL OUTPATIENT SURGERY CENTER LLC	L	753,944	FMV
(36) BELTWAY SURGERY CENTER LLC	L	3,789,781	FMV
(37) IU HEALTH BLOOMINGTON INC	L	11,953,603	FMV
(38) CLARIAN TRANSPLANT INSTITUTE INC	L	136,239	FMV
(39) EAGLE HIGHLANDS SURGERY CENTER LLC	L	1,127,812	FMV
(40) GOSHEN HOSPITAL ASSOCIATION INC	L	819,454	FMV
(41) INDIANA UNIVERSITY HEALTH PLANS INC	L	344,432	FMV
(42) INDIANA ENDOSCOPY CENTERS LLC	L	638,264	FMV
(43) INDIANA RADIOLOGY PARTNERS INC	L	1,906,895	FMV
(44) IU HEALTH CARE ASSOCIATES INC	L	26,774,314	FMV
(45) IU HEALTH LAPORTE HOSPITAL INC	L	1,921,074	FMV
(46) IU HEALTH MORGAN INC	L	2,708,259	FMV
(47) IU HEALTH NORTH HOSPITAL INC	L	19,372,724	FMV
(48) IU HEALTH PAOLI INC	L	1,468,422	FMV
(49) ROC SURGERY LLC	L	1,174,134	FMV
(50) IU HEALTH RISK RETENTION GROUP INC	L	1,679,230	FMV
(51) IU HEALTH SOUTHERN INDIANA PHYSICIANS INC	L	2,918,169	FMV
(52) SENATE STREET SURGERY CENTER LLC	L	1,359,131	FMV
(53) IU HEALTH TIPTON HOSPITAL INC	L	3,204,284	FMV
(54) IU HEALTH WEST HOSPITAL INC	L	16,655,165	FMV
(55) IU HEALTH WHITE MEMORIAL HOSPITAL INC	L	2,181,828	FMV
(56) IU HEALTH ARNETT INC	M	631,531	FMV
(57) IU HEALTH BLOOMINGTON INC	M	50,353	FMV
(58) CHV FUND I LLC	M	624,996	FMV
(59) CHV FUND II LLC	M	249,996	FMV
(60) CLARIAN TRANSPLANT INSTITUTE INC	M	3,322,255	FMV
(61) HEALTH VENTURE MANAGEMENT LLC	M	3,250,312	FMV
(62) INDIANA RADIOLOGY PARTNERS INC	M	112,231	FMV
(63) IU HEALTH CARE ASSOCIATES INC	M	73,062,594	FMV
(64) METHODIST OCCUPATIONAL HEALTH CENTERS INC	M	1,199,987	FMV
(65) IU HEALTH NORTH HOSPITAL INC	M	641,199	FMV
(66) IU HEALTH ARNETT INC	O	859,795	FMV
(67) IU HEALTH BEDFORD INC	O	306,360	FMV
(68) IU HEALTH BALL MEMORIAL HOSPITAL INC	O	1,186,780	FMV
(69) BELTWAY SURGERY CENTERS LLC	O	368,873	FMV
(70) IU HEALTH BLOOMINGTON INC	O	436,841	FMV
(71) IUH ASSURANCE SPC LTD	O	506,250	FMV
(72) IU HEALTH PLANS INC	O	122,208	FMV
(73) INDIANA RADIOLOGY PARTNERS INC	O	250,451	FMV
(74) IU HEALTH CARE ASSOCIATES INC	O	6,115,949	FMV
(75) IU HEALTH LAPORTE HOSPITAL INC	O	51,200	FMV
(76) IU HEALTH MORGAN INC	O	283,284	FMV
(77) IU HEALTH NORTH HOSPITAL INC	O	1,786,942	FMV
(78) IU HEALTH TIPTON HOSPITAL INC	O	655,230	FMV
(79) IU HEALTH WEST HOSPITAL INC	O	427,007	FMV
(80) IU HEALTH WHITE MEMORIAL HOSPITAL INC	O	135,187	FMV
(81) IUH ASSURANCE SPC LTD	R	5,652,458	FMV
(82) IU HEALTH RISK RETENTION GROUP INC	R	8,315,790	FMV
(83) BOSC HOLDINGS LLC	S	1,936,980	FMV
(84) BSC HOLDINGS LLC	S	18,545,692	FMV
(85) EHSC HOLDINGS LLC	S	3,212,235	FMV
(86) IEC HOLDINGS LLC	S	3,262,954	FMV
(87) ROCS HOLDINGS LLC	S	1,782,960	FMV
(88) SSSC HOLDINGS LLC	S	2,864,874	FMV

Schedule R (Form 990) 2014

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2014

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2014

Additional Data

Software ID:
Software Version:

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
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	12
5	Total number of individuals employed in calendar year 2014 (Part V, line 2a) ......	5	16,475
6	Total number of volunteers (estimate if necessary) .............	6	1,300
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	27,018,946
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	2,054,527

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	17,019,981	16,590,559
9	Program service revenue (Part VIII, line 2g) .........	2,606,202,393	2,921,228,378
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	108,097,463	92,003,496
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	33,348,549	35,232,190
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	2,764,668,386	3,065,054,623
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	58,491,480	26,602,082
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)	983,584,208	915,443,840
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,487,063,108	1,581,685,116
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,529,138,796	2,523,731,038
19	Revenue less expenses. Subtract line 18 from line 12.......	235,529,590	541,323,585
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	5,247,801,615	5,936,254,384
21	Total liabilities (Part X, line 26).............	2,751,787,096	3,068,800,066
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,496,014,519	2,867,454,318

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,110,871,215 including grants of $ 26,602,082 ) (Revenue $ 2,961,614,888 )
	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 2014 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 expenses2,110,871,215

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	18,976,474	1,506,929	1,879,960

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d		4,358,840
e	Government grants (contributions)1e		6,309,930

f	All other contributions, gifts, grants, and similar amounts not included above1f		5,921,789

g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......			16,590,559
			Business Code
2a	NET PATIENT SERVICE REVENUE		621110	2,112,177,497	2,112,177,497
b	REFERENCE LABORATORY		621500	303,378,577	299,412,268	3,966,309
c	MEMBER PREMIUM REVENUE		541900	227,739,825	227,739,825
d	SHARED SERVICES		900099	178,941,897	173,361,030	5,580,867
e	PHARMACY		446110	58,555,012	47,020,820	11,534,192
f	All other program service revenue .			40,435,570	39,178,249	1,257,321
g	Total. Add lines 2a–2f........			2,921,228,378
3	Investment income (including dividends, interest, and other similar amounts).......			71,575,928	40,386,510		31,189,418
4	Income from investment of tax-exempt bond proceeds..			0
5	Royalties...........			0
		(i) Real	(ii) Personal
6a	Gross rents	13,984,346
b	Less: rental expenses	14,305,057
c	Rental income or (loss)	-320,711	0
d	Net rental income or (loss).......			-320,711		200,508	-521,219
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	421,233,162	642,047
b	Less: cost or other basis and sales expenses	400,273,962	1,173,679
c	Gain or (loss)	20,959,200	-531,632
d	Net gain or (loss)..........			20,427,568			20,427,568
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..			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...			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..			0
Miscellaneous Revenue			Business Code
11a	CAFETERIA/FOOD SERVICE		721110	6,507,338			6,507,338
b	PARKING		812930	1,917,399			1,917,399
c	TELEPHONE		517000	1,547,144			1,547,144
d	All other revenue ....			25,581,020		4,479,749	21,101,271
e	Total. Add lines 11a–11d ......			35,552,901
12	Total revenue. See Instructions......			3,065,054,623	2,939,276,199	27,018,946	82,168,919


				(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............			537,760	1	179,068
2	Savings and temporary cash investments .........			289,762,828	2	412,112,022
3	Pledges and grants receivable, net ...........			1,437,158	3	1,195,726
4	Accounts receivable, net .............			338,392,503	4	359,768,250
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
				14,663	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 .............			722,281,966	7	761,241,420
8	Inventories for sale or use ..............			40,711,166	8	40,738,340
9	Prepaid expenses and deferred charges ..........			22,323,305	9	36,198,402
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,524,974,752
b	Less: accumulated depreciation .....	10b	1,890,140,073	1,687,052,069	10c	1,634,834,679
11	Investments—publicly traded securities ..........			1,210,688,555	11	1,530,214,004
12	Investments—other securities. See Part IV, line 11 .....			690,850,118	12	902,498,488
13	Investments—program-related. See Part IV, line 11 .....			227,104,463	13	238,455,335
14	Intangible assets ...............			10,386,617	14	9,588,389
15	Other assets. See Part IV, line 11 ...........			6,258,444	15	9,230,261
16	Total assets. Add lines 1 through 15 (must equal line 34)......			5,247,801,615	16	5,936,254,384
17	Accounts payable and accrued expenses .........			389,986,093	17	365,810,200
18	Grants payable .................			0	18	0
19	Deferred revenue ................			34,246,735	19	29,563,196
20	Tax-exempt bond liabilities .............			1,333,807,558	20	1,381,749,440
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 ..			321,329,077	23	288,382,014
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....................			672,417,633	25	1,003,295,216
26	Total liabilities. Add lines 17 through 25.........			2,751,787,096	26	3,068,800,066
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			2,491,123,738	27	2,862,566,037
28	Temporarily restricted net assets ...........			0	28	0
29	Permanently restricted net assets ...........			4,890,781	29	4,888,281
	Organizations that do not follow SFAS 117 (ASC 958), check here 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 ...........			2,496,014,519	33	2,867,454,318
34	Total liabilities and net assets/fund balances ........			5,247,801,615	34	5,936,254,384

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)......................................	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, 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; do not file with Form 990)............................	Yes	No
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)..............................	Yes	No
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, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................	Yes	No
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)....................................	Yes	No
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; do not file with Form 990).....................................	Yes	No