Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 01-01-2015 , and ending 12-31-2015
BCheck if applicable:
CName of organization
INDIANA UNIVERSITY HEALTH INC
 
% BROC L BUDDE
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
950 N MERIDIAN STREET SUITE 800
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46204
D Employer identification number

35-1955872
E Telephone number

G Gross receipts $ 3,854,883,991
F Name and address of principal officer:
DENNIS M MURPHY
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
HTTP://IUHEALTH.ORG/
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1995
M State of legal domicile: IN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Improve the health of our patients and community through innovation and excellence in care, education, research and service.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 18,028
6 Total number of volunteers (estimate if necessary) ............. 6 1,300
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 29,256,103
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 2,454,203
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 16,590,559 21,061,823
9 Program service revenue (Part VIII, line 2g) ......... 2,921,228,378 3,100,204,590
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 92,003,496 45,366,472
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 35,232,190 47,474,027
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 3,065,054,623 3,214,106,912
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 26,602,082 18,991,549
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) 915,443,840 1,018,305,004
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,581,685,116 1,686,907,031
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,523,731,038 2,724,203,584
19 Revenue less expenses. Subtract line 18 from line 12....... 541,323,585 489,903,328
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 5,936,254,384 6,419,380,634
21 Total liabilities (Part X, line 26)............. 3,068,800,066 3,272,287,312
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,867,454,318 3,147,093,322
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: Improve the health of our patients and community through innovation and excellence in care, education, research and service.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 2,108,338,785 including grants of $ 18,991,549 ) (Revenue $ 3,140,578,210 )
Indiana University Health, Inc. ("IU Health") is an academic health center comprised of IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children at IU Health (together referred to as "IU Health Academic Health Center"), IU Health Saxony Hospital, and IU Health Morgan. It also offers pharmacy, home care, outpatient, and emergency transport services throughout the central Indiana area. IU Health incorporates a unique partnership with Indiana University School of Medicine ("IU School of Medicine"), one of the nations leading medical schools, to give patients access to innovative treatments and therapies, all without regard to their ability to pay. IU Health is also the parent organization of the IU Health System, Indianas most comprehensive health care system. IU Health Methodist and IU Health University Hospitals IU Health Methodist and IU Health University Hospitals, located in Indianapolis, Indiana, are a 1,025-bed adult Academic Health Center in partnership with the IU School of Medicine. IU Health Methodist Hospital is designated as a Magnet hospital, recognized for excellence in nursing services and high-quality clinical outcomes for patients. IU Health University Hospital is a leading academic medical center with a commitment to disseminating research findings while improving the quality of life for people on a local, regional, national and international basis. IU Health Methodist Hospital and IU Health University Hospital both serve an adult population. These hospitals lead the way in community benefit initiatives. A substantial piece of community benefit is providing excellent care to patients, regardless of their ability to pay. Riley Hospital for Children at IU Health Riley Hospital for Children at IU Health, located in Indianapolis, Indiana, is 276-bed childrens hospital that is Indianas first and most comprehensive pediatric hospital. It is regularly ranked among the top childrens hospitals in the county by U.S. News & World Reports Best Childrens Hospitals. In addition to clinical expertise, Riley Hospital for Children at IU Healths partnership with the IU School of Medicine ensures that patients have access to the most innovative treatments and the latest research and technology. Riley Hospital for Children at IU Health provides comprehensive, family-centered care to more than 300,000 children annually through its statewide primary and specialty care offices, and inpatient and outpatient services at its flagship hospital. Pediatric patients and their families travel from all 92 Indiana counties, the region and the world to access the nationally recognized clinical programs of Riley Hospital for Children at IU Health. IU Health Saxony Hospital IU Health Saxony Hospital, located in Fishers, Indiana, is a 32-bed specialty care hospital primarily focusing on surgical services for cardiovascular, orthopedic and spine. It opened in 2011 and includes an intensive care unit; six technologically advanced operating suites, a full-service, 24/7 Emergency department; a helipad for medical transport and a medical office building. IU Health Morgan IU Health Morgan, located in Martinsville, Indiana, operated as a 71-bed hospital until it transitioned into a hospital outpatient department of the IU Health academic health center during 2015. As an outpatient department, it offers coverage in adult and pediatric care; specialty care; emergency and urgent care; diagnostic imaging including 3D mammography; lab testing; outpatient surgical services; cancer care, including medical and radiation oncology; cardiac, physical, speech and occupational therapies; sleep lab; and community health and wellness, including medical nutrition therapy and diabetes care.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet2,108,338,785
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see list of attachments
20b
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV ........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
678
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
18,028
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IN
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletBROC L BUDDE950 N MERIDIAN ST STE 800   INDIANAPOLIS,IN46204 (317) 962-4575
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ANNE NOBLES......................................................................
CHAIRMAN
 6.0
.................
0.0 		X   X       45,000 0 0
(2) RANDALL L TOBIAS......................................................................
ELECTED VICE-CHAIR (PART. YR.)
 6.0
.................
0.0 		X   X       35,125 0 0
(3) JAY L HESS MD......................................................................
EX-OFFICIO VICE-CHAIR
 6.0
.................
0.0 		X   X       37,750 0 0
(4) DANIEL F EVANS JR......................................................................
DIRECTOR/CEO
 61.0
.................
0.0 		X   X       3,453,323 0 40,689
(5) HON SARAH EVANS BARKER......................................................................
DIRECTOR
 6.0
.................
0.0 		X           0 0 0
(6) BISHOP MICHAEL J COYNER......................................................................
DIRECTOR
 6.0
.................
0.0 		X           0 0 0
(7) J SCOTT DAVISON......................................................................
DIRECTOR
 6.0
.................
0.0 		X           34,000 0 0
(8) THOMAS V EASTERDAY......................................................................
DIRECTOR
 6.0
.................
5.0 		X           14,250 4,500 0
(9) CHARLES E GOLDEN......................................................................
DIRECTOR
 6.0
.................
0.0 		X           47,500 0 0
(10) DAVID W GOODRICH......................................................................
DIRECTOR
 6.0
.................
0.0 		X           45,000 0 0
(11) KYLE L GRAZIER......................................................................
DIRECTOR
 6.0
.................
0.0 		X           45,250 0 0
(12) JAMES E LINGEMAN MD......................................................................
DIRECTOR
 6.0
.................
55.0 		X           43,000 887,790 11,385
(13) ANGELA BARRON MCBRIDE......................................................................
DIRECTOR
 6.0
.................
0.0 		X           38,125 0 0
(14) MICHAEL A MCROBBIE......................................................................
DIRECTOR
 6.0
.................
0.0 		X           23,500 0 0
(15) GENE E ROBBINS......................................................................
DIRECTOR (PARTIAL YR.)
 6.0
.................
0.0 		X           16,000 0 0
(16) ZACHARY B SCOTT......................................................................
DIRECTOR (PARTIAL YR.)
 6.0
.................
0.0 		X           0 0 0
(17) RYAN C KITCHELL......................................................................
TREASURER/EVP & CFO
 55.0
.................
0.0 		    X       1,040,853 0 196,776
Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MARY BETH CLAUS........................................................................
SECRETARY/SVP & GENERAL COUNS.
 55.0
.......................0.0 		    X       535,433 0 94,407
(19) DENNIS M MURPHY........................................................................
PRESIDENT & COO
 55.0
.......................0.0 		      X     1,419,668 0 431,277
(20) ERIC S WILLIAMS MD........................................................................
EVP, ACADEMIC & MEDICAL AFF.
 25.0
.......................25.0 		      X     232,680 156,342 152
(21) JONATHAN E GOTTLIEB MD........................................................................
EVP & CME
 55.0
.......................0.0 		      X     677,163 0 166,298
(22) MICHELLE A JANNEY RN........................................................................
EVP & CNE
 55.0
.......................0.0 		      X     608,855 0 94,717
(23) HERBERT C BUCHANAN JR........................................................................
PRESIDENT (AHC ADULT)
 55.0
.......................0.0 		      X     512,114 0 111,038
(24) JEFFREY L SPERRING MD........................................................................
PRESIDENT (RH) (PARTIAL YR.)
 55.0
.......................0.0 		      X     188,750 0 14,643
(25) PAUL R HAUT MD........................................................................
INTERIM PRES./CMO (RILEY)
 0.0
.......................55.0 		      X     0 301,748 6,601
(26) JONATHAN R GOBLE........................................................................
PRESIDENT (SAXONY)
 55.0
.......................0.0 		      X     564,643 0 117,314
(27) RONALD L STIVER........................................................................
PRESIDENT, SYS. CLINICAL SVCS.
 55.0
.......................0.0 		      X     572,153 0 111,311
(28) JONATHAN W CURTRIGHT MD........................................................................
COO (AHC ADULT)
 55.0
.......................0.0 		      X     326,087 0 32,906
(29) LINDA K CHASE RN........................................................................
VP & CNO (AHC ADULT)
 55.0
.......................0.0 		      X     308,215 0 27,697
(30) DAWN M MOORE-JEFFERSON........................................................................
VP & CHIEF PHARMACY OFFICER
 55.0
.......................0.0 		      X     257,545 0 24,775
(31) SHERIEE C LADD........................................................................
SVP, HUMAN RESOURCES
 55.0
.......................0.0 		        X   930,730 0 11,470
(32) MICHAEL E HALEY........................................................................
PRESIDENT & CEO (BALL)
 55.0
.......................0.0 		        X   778,435 0 36,839
(33) ALFONSO W GATMAITAN........................................................................
PRESIDENT & CEO (ARNETT)
 55.0
.......................0.0 		        X   585,770 0 110,975
(34) JAMES T PARKER........................................................................
SVP, HEALTH PLANS
 55.0
.......................0.0 		        X   558,725 0 107,719
(35) WILLIAM F MCCONNELL JR........................................................................
SVP & CIO
 55.0
.......................0.0 		        X   548,924 0 24,707
(36) KELLY L BRAVERMAN........................................................................
FORMER INTERIM COO (UH)
 55.0
.......................0.0 		          X 199,164 0 6,601
(37) RICHARD F GRAFFIS MD........................................................................
FORMER EVP & CME
 0.0
.......................55.0 		          X 0 267,349 31,688
(38) JOHN C KOHNE MD........................................................................
FORMER INTERIM EVP & CME
 1.0
.......................0.0 		          X 149,163 0 4,756
(39) JAMES G TERWILLIGER........................................................................
FORMER PRESIDENT (MH/UH)
 0.0
.......................0.0 		          X 275,547 0 5,868
(40) LINDA Q EVERETT RN........................................................................
FORMER EVP & CNE
 0.0
.......................0.0 		          X 204,400 0 4,002
(41) MARILYN L COX RN........................................................................
FORMER SVP & CNO (RILEY)
 0.0
.......................0.0 		          X 267,791 0 238,847
(42) RUSSELL D WILLIAMS........................................................................
COO (RILEY)
 55.0
.......................0.0 		          X 323,600 0 31,744
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 15,944,231 1,617,729 2,097,202
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,332
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
IU HEALTH CARE ASSOCIATES INC,
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204 		MEDICAL 91,654,555
EVOLENT HEALTH LLC,
800 N GLEBE RD STE 500
ARLINGTON,VA22203 		POPULATION HEALTH 31,440,087
CERNER CORPORATION,
2800 ROCKCREEK PKWY
KANSAS CITY,MO64117 		HEALTH IT SOLUTIONS 16,682,428
HY CONNECT,
142 E ONTARIO ST STE 13
CHICAGO,IL60611 		ADVERTISING 11,800,796
MEDEFIS,
10826 OLD MILL RD STE 101
OMAHA,NE68154 		TEMPORARY STAFFING 11,509,716
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet257
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 6,490,263
e Government grants (contributions)1e 5,960,831
f All other contributions, gifts, grants, and similar amounts not included above1f 8,610,729
g Noncash contributions included in lines 1a-1f:$  
h Total.Add lines 1a-1f.......MediumBullet 21,061,823
Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 621110 1,775,647,870 1,775,647,870 0 0
b REFERENCE LABORATORY 621500 722,470,547 718,158,197 4,312,350  
c MEMBER PREMIUM REVENUE 541900 257,682,755 257,682,755    
d SHARED SERVICES 900099 241,663,853 233,870,804 7,793,049  
e PHARMACY 446110 61,211,139 48,740,885 12,470,254  
f All other program service revenue. 41,528,426 40,711,102 817,324 0
g Total.Add lines 2a–2f.....MediumBullet 3,100,204,590
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 68,509,125 40,373,620   28,135,505
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   15,133,150
b Less: rental expenses   11,729,761
c Rental income or (loss) 0 3,403,389
d Net rental income or (loss)......MediumBullet 3,403,389   172,065 3,231,324
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 1,098,721 604,805,944
b Less: cost or other basis and sales expenses 1,966,124 627,081,194
c Gain or (loss) -867,403 -22,275,250
d Net gain or (loss).....MediumBullet -23,142,653     -23,142,653
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a CAFETERIA/FOOD SERVICE 721110 6,489,302     6,489,302
b PARKING 812930 1,832,038     1,832,038
c EDUCATION 900099 1,350,079     1,350,079
d All other revenue .... 34,399,219   3,691,061 30,708,158
e Total. Add lines 11a–11d ...... MediumBullet 44,070,638
12 Total revenue. See Instructions......MediumBullet 3,214,106,912 3,115,185,233 29,256,103 48,603,753
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 18,891,549 18,891,549
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 100,000 100,000
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 12,585,830 8,864,116 3,721,714  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 1,763,351 1,241,916 521,435  
7 Other salaries and wages 846,610,120 596,261,862 250,348,258  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 39,961,664 28,144,733 11,816,931  
9 Other employee benefits ....... 59,715,708 42,057,375 17,658,333  
10 Payroll taxes ........... 57,668,331 40,615,421 17,052,910  
11 Fees for services (non-employees):        
a Management ...... 633,056   633,056  
b Legal ......... 3,254,096   3,254,096  
c Accounting ........... 1,761,160   1,761,160  
d Lobbying ........... 528,376   528,376  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 5,573,700   5,573,700  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 286,661,882 172,839,256 113,822,626 0
12 Advertising and promotion .... 20,342,310 2,804,962 17,537,348  
13 Office expenses ....... 28,999,597 7,829,243 21,170,354  
14 Information technology ...... 74,761,140 12,011,120 62,750,020  
15 Royalties .. 0      
16 Occupancy ........... 89,052,083 71,082,952 17,969,131  
17 Travel ............ 3,000,909 1,232,856 1,768,053  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 128,651 55,464 73,187  
20 Interest ........... 50,746,721 43,512,586 7,234,135  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 149,030,986 129,905,303 19,125,683  
23 Insurance ... 16,762,765 1,665,008 15,097,757  
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 530,706,140 530,706,140    
b HEALTH CLAIMS TO PROVIDERS 268,799,047 268,799,047    
c BAD DEBT 27,487,092 27,487,092    
d UBI TAX 969,187   969,187  
e All other expenses 127,708,133 102,230,784 25,477,349  
25 Total functional expenses. Add lines 1 through 24e 2,724,203,584 2,108,338,785 615,864,799 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 MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 179,068 1 180,641
2 Savings and temporary cash investments ......... 412,112,022 2 310,288,126
3 Pledges and grants receivable, net ...... 1,195,726 3 2,652,297
4 Accounts receivable, net ............. 359,768,250 4 430,626,936
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net .... 761,241,420 7 726,153,159
8 Inventories for sale or use ........ 40,738,340 8 47,161,368
9 Prepaid expenses and deferred charges ...... 36,198,402 9 36,138,901
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,603,152,481
b Less: accumulated depreciation 10b 2,022,763,340 1,634,834,679 10c 1,580,389,141
11 Investments—publicly traded securities . 1,530,214,004 11 1,771,982,108
12 Investments—other securities. See Part IV, line 11 ..... 902,498,488 12 1,207,032,830
13 Investments—program-related. See Part IV, line 11 .. 238,455,335 13 281,822,836
14 Intangible assets ............... 9,588,389 14 8,839,628
15 Other assets. See Part IV, line 11 ........... 9,230,261 15 16,112,663
16 Total assets. Add lines 1 through 15 (must equal line 34)... 5,936,254,384 16 6,419,380,634
Liabilities 17 Accounts payable and accrued expenses ..... 365,810,200 17 372,318,667
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 29,563,196 19 27,950,296
20 Tax-exempt bond liabilities ......... 1,381,749,440 20 1,523,988,855
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 .. 288,382,014 23 121,719,834
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 1,003,295,216 25 1,226,309,660
26 Total liabilities. Add lines 17 through 25.. 3,068,800,066 26 3,272,287,312
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 2,862,566,037 27 3,142,205,041
28 Temporarily restricted net assets ........... 0 28 0
29 Permanently restricted net assets 4,888,281 29 4,888,281
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 2,867,454,318 33 3,147,093,322
34 Total liabilities and net assets/fund balances ........ 5,936,254,384 34 6,419,380,634
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
3,214,106,912
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,724,203,584
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
489,903,328
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
2,867,454,318
5
Net unrealized gains (losses) on investments ...............
5
-54,423,090
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-155,841,234
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
3,147,093,322
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2015)
Form 990 (2015)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
 
Employer identification number

35-1955872
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4


5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513...            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
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
No
1
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.
1
 
 
2
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).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
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.
3b
 
 
c
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.
3c
 
 
4a
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.
4a
 
 
b
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.
4b
 
 
c
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.
4c
 
 
5a
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).
5a
 
 
b
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?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
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.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) 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.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
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
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
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
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
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
 
 
Section B. Type I Supporting Organizations
Yes
No
1
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.
1
 
 
2
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.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
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).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
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).
2
 
 
3
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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
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.
2a
 
 
b
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.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
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.
3a
 
 
b
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.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
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 2015 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-2015 		(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2016. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
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) 2015


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
INDIANA UNIVERSITY HEALTH INC
 
Employer identification number

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





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on 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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
INDIANA UNIVERSITY HEALTH INC
  		Employer identification number
35-1955872
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
INDIANA UNIVERSITY HEALTH INC
  		Employer identification number

35-1955872
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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 (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data


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

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on 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.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ......................................................................................................................SchCMd Bullet
$  
3
Volunteer hours .............................................................................................................................
 

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...............................................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ...........................................    
c Total lobbying expenditures (add lines 1a and 1b) .......................................................................    
d Other exempt purpose expenditures .........................................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ....................................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ..........................................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ..........................................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ...........................................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ..............................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2012 (b) 2013 (c) 2014 (d) 2015 (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) 2015


Schedule C (Form 990 or 990-EZ) 2015
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
458,721
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
69,655
j
Total. Add lines 1c through 1i ....................................................................................................
528,376
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
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 2015, IU Health spent a total of $458,721 in direct federal and state lobbying expenditures. During 2015, IU Health advocated before 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 - Changes to OPPS/IPPS reimbursement - RAC Audits - NIH funding - Accountable Care Organizations - 340B program - Meaningful Use - Rare disease research (Pediatric & Adult) - 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 2015, IU Health advocated at the State Level on the following issues: - Provider Reimbursements - Healthy Indiana Plan 2.0 - Medicaid Reimbursement Policies - Workers Compensation - Provider Licensure Matters - Workforce and Smoking Policies - Insurance Matters - Healthcare Reform - Medical Malpractice - Medicaid Managed Care - Telehealth/Telemedicine - Transportation - Public Safety - Regulation - Social Services - Domestic Violence - Patient Safety Matters - Access to Health Care - Upper Payment Limit Payments
Schedule C, Part II-B, Lines 1j - Other Activities Several membership organizations notified IU Health during 2015 that a portion of the dues it paid would be used for lobbying purposes as follows: American Hospital Association: 22.80% or $16,345 Indiana Hospital Association: 5.05% or $11,237 Greater Indianapolis Chamber of Commerce: 5% or $2,500 Indiana Chamber of Commerce: 10% or $2,050 Healthcare Leadership Council: 45% or $11,250 National Association of Children's Hospital: 15% or $23,644 Safety Net Hospitals for Pharmaceutical Access: 8% or $2,118 Association of American Medical Colleges: 20% or $511 Total Portion of Dues Used for Lobbying Purposes: $69,655
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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
2015
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" on 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 ....    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 4,888,281 4,890,781 4,893,581 4,896,581 5,186,440
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...   2,500 2,800 3,000 289,859
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ...... 4,888,281 4,888,281 4,890,781 4,893,581 4,896,581
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet0 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...   140,620,954 140,620,954
b Buildings   1,954,123,149 882,582,619 1,071,540,530
c Leasehold improvements   4,233,483 2,011,628 2,221,855
d Equipment ...   1,340,800,286 1,100,889,356 239,910,930
e Other ...   163,374,609 37,279,737 126,094,872
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,580,389,141
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on 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 		1,207,032,830 F
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 1,207,032,830
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
INTERCOMPANY PAYABLES (NET) 1,032,749,034
INTEREST RATE SWAP LIABILITIES 111,887,090
DUE TO THIRD-PARTY PAYORS 47,195,852
PENSION AND OTHER RET. LIAB. 15,815,190
ACCRUED INTEREST ON BONDS 10,623,191
ENVIRONMENTAL OBLIGATIONS 5,074,385
SELF-INSURANCE LIABILITIES 2,964,918
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,226,309,660
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) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on 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' on 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 2015 under GAAP as IU Health does not have any material tax contingencies that required disclosures in the footnotes.
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
 
Employer identification number

35-1955872
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Central America and the Caribbean     Investments N/A 1,212,305,544
Europe (Including Iceland and Greenland)     Investments N/A 11,962,150
East Asia and the Pacific     Investments N/A 879,072
North America     Investments N/A 640,747
Central America and the Caribbean     Unrelated Trade or Business N/A 3,691,061
Central America and the Caribbean     Program Services SELF-INSURANCE 5,780,173
Central America and the Caribbean     Conduct board meetings N/A 9,796
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     1,235,268,543
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     1,235,268,543
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
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)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015Page 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) 2015
Schedule F (Form 990) 2015
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
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) 2015
Additional Data


Software ID:  
Software Version:  



SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on 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
2015
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
 
Employer identification number

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

4

Yes

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

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		  35,864 78,221,100 0 78,221,100 2.860 %
b Medicaid (from Worksheet 3, column a) . . . . .   121,493 699,539,609 519,672,230 179,867,379 6.580 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .   157,357 777,760,709 519,672,230 258,088,479 9.440 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4). 28 109,287 27,674,194 1,400 27,672,794 1.010 %
f Health professions education (from Worksheet 5) . . . 9 11,659 77,117,964 14,931,307 62,186,657 2.280 %
g Subsidized health services (from Worksheet 6) . . . . 8 6,128 7,934,256 0 7,934,256 0.290 %
h Research (from Worksheet 7) . 2 32 28,243,566 0 28,243,566 1.030 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . . 12 43,516 13,122,934 0 13,122,934 0.480 %
j Total. Other Benefits . . 59 170,622 154,092,914 14,932,707 139,160,207 5.090 %
k Total. Add lines 7d and 7j . 59 327,979 931,853,623 534,604,937 397,248,686 14.530 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
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 2 8,080 970,872   970,872 4.000 %
8 Workforce development            
9 Other            
10 Total 2 8,080 970,872   970,872 4.000 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
9,856,199
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
414,253,529
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
420,179,179
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-5,925,650
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1SEE PART VI
  		AMBULATORY SURGERY CENTER 25.569 % 0 % 74.431 %
2SEE PART VI
  		AMBULATORY SURGERY CENTER 25.752 % 0 % 74.248 %
3SEE PART VI
  		AMBULATORY SURGERY CENTER 25.905 % 0 % 74.095 %
4SEE PART VI
  		AMBULATORY SURGERY CENTER 26.01 % 0 % 73.99 %
5SEE PART VI
  		AMBULATORY SURGERY CENTER 28.963 % 0 % 71.037 %
6SEE PART VI
  		AMBULATORY SURGERY CENTER 30.304 % 0 % 69.696 %
7SEE PART VI
  		AMBULATORY SURGERY CENTER 27.403 % 0 % 72.597 %
8
9
10
11
12
13
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
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) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 INDIANA UNIVERSITY HEALTH INC
1701 N SENATE BLVD
INDIANAPOLIS,IN46202
HTTP://IUHEALTH.ORG/
15-005051-1 		X X X X   X X   SEE PART V, SECTION C FOR ADDITIONAL INFORMATION 1
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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): 		1
Yes No
Community Health Needs Assessment
1 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?........................ 1   No
2 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............... 2   No
3 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...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b 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. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 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. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE PART V, SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 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   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
INDIANA UNIVERSITY HEALTH INC
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 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):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE PART V, SECTION C
b
SEE PART V, SECTION C
c
d
e
f
g
h
i
Billing and Collections
17 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?.................................. 17 Yes  
18 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:
a
b
c
d
e
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

INDIANA UNIVERSITY HEALTH INC
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 7
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 Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children at IU Health are collectively referred to as the IU Health Academic Health Center. IU Health Saxony Hospital 13000 E. 136th St. Fishers, IN 46037 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 Local leaders with a stake in the community's health were invited to attend a focus group session on May 15, 2015 at Saint Paul Episcopal Church in Indianapolis, IN. Focus group facilitators sent email invites, mailed letters and made follow-up telephone calls, paying special attention to including organizations that represent the interest of low-income, minority, and uninsured individuals. Attendees who participated in the focus group represented the following organizations: - All Senior Citizens Connect - Anthem - Clinical Translational Sciences Institute - Coburn Place - Community Alliance of the Far Eastside - Community Health Network - Domestic Violence Network - Families First - Father and Families - Immigrant Welcome Center - Indianapolis Housing - Julian Center - Life's TouchHome Health - Mapleton-Fall Creek Development Corporation - Marion County Prosecutor's Office - Martindale Brightwood Community Development Corporation - Phalen Leadership Academies - Repucare Incorporated - St. Francis Hospital - St. Vincent Hospital - Substance Abuse Counselor - Survivors of Violence Upon arrival to the focus group, participants were asked to list what each believed to be five top health needs for the Marion County community. Each table was then asked to aggregate and rank their top five needs into a comprehensive list of identified needs. These lists were then discussed by the group as a whole to share additional insights about and gain greater understanding of the needs identified. IU Health also solicited responses from the general public regarding the health of the people in the IU Health Academic Health Center community through a survey. The survey consisted of approximately 20 multiple choice and open-ended questions that assessed the community members' feedback regarding healthcare issues and barriers to access. A link was made available on the hospital's website via an electronic survey tool from December 2014 through June 2015. A paper version was distributed to local community centers, health clinics, community health fairs and events, as well as within some hospital patient waiting areas. Additionally, an estimated 25,000 surveys were e-mailed, direct-mailed, or sent via newsletter. In addition, focus group participants received email invitations so that they could distribute the survey further to their local community members. A total of 1,146 people from the IU Health Academic Health Center community participated in the survey. IU Health Saxony Hospital Local leaders with a stake in the community's health were invited to attend a focus group session held at the Hamilton County Fairgrounds. To obtain a more complete picture of the factors that play into the community's health, input from local health leaders was gathered through a focus group session lasting two hours. IU Health facilitators mailed letters and emailed invites 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. Attendees who participated in the focus group represented the following organizations: - AFCF Indiana the Cherish Center - Alternatives Inc. (Domestic Violence services) - Aspire Indiana (Mental Health services) - Children's Bureau - CICOA (Aging & Older Adults) - Community Assistance Program Noblesville (Low Income) - Community Health Network - Community Health Behavioral Care - Covering Kids (Health Insurance) - Delaware Township Trustee (Low Income) - Fishers City Attorney - Franciscan St. Francis Health Carmel - Gleaners Food Bank of Indiana - Good Samaritan Network (Lower Income) - Hamilton County Area Neighborhood Development (HAND, Inc.) - Hamilton county Council on Alcohol and Other Drugs - Hamilton County Express (Transportation) - Hamilton County Health Department - Hamilton County Society for the Disabled - Hamilton County, Dept. of Child Protective Services - Heart and Soul Clinic - Janus Developmental - Mayor of Westfield - One Zone (Economic development, Carmel) - Partnership for a Healthy Hamilton County - Prevail Inc. (Domestic Violence services) - PrimeLife Enrichment (Aging and older adults) - Purdue Extension - Riverview Health - St. Vincent Carmel Hospital - The Legacy Fund (Philanthropy) - The Salvation Army (Low Income) - Trinity Free Clinic - United Way of Central Indiana - Wayne Township Trustee - West Link Consulting - Westfield Chamber of Commerce - Westfield Washington Township - White River Christian Church - White River Township Trustee - YMCA of Greater Indianapolis Upon arrival to the focus group, participants were asked to list their believed five prioritized health needs for the Hamilton County community. Each table was then asked to aggregate and rank their top five needs into a comprehensive list of identified needs to be further discussed later in the session by the group as a whole. Facilitators then lead a discussion to gain consensus as a group of the top five health needs in Hamilton County.
Schedule H, Part V, Section B, Line 6a CHNA Conducted with Other Hosp. IU Health conducted the CHNA for its IU Health Academic Health Center location in conjunction and collaboration with two other hospital facilities, Community Health Network and St. Vincent Health. IU Health conducted the CHNA for its IU Health Saxony Hospital location in conjunction with five other hospital facilities, Community Health Network, Franciscan St. Francis Health-Carmel, St. Vincent Health, St. Vincent Health-Carmel, and Riverview Health.
Schedule H, Part V, Section B, Line 6b CHNA Conducted with Orgs. IU Health conducted the CHNA for its IU Health Academic Health Center location in conjunction and collaboration with the following non-hospital facility organizations: - All Senior Citizens Connect - Anthem - Christamore House - City of Indianapolis-Office of Neighborhood Services - Community Alliance of the Far Eastside - Flanner House - HealthNet - Immigrant Welcome Center - Indiana Clinical Translation Sciences Institute - Indianapolis Housing Authority - La Plaza - Life's Touch Home Health - Mapleton-Fall Creek Development corporation - Marion County Public Health Department - Martindale Brightwood Community Development Corporation - Phalen Leadership Academies - Repucare Incorporated IU Health conducted the CHNA for its IU Health Saxony Hospital location in conjunction with the following non-hospital facility organizations: - Advocates for Children and Families (AFCF) - Alternatives, Inc. - Aspire Indiana - Cherish Center - Children's Bureau, Inc. - CICOA Aging and In-Home Solutions - Community Assistance Program - Covering Kids - Delaware Township Trustee - Fall Creek Township, Fishers - Gleaners Food Bank - Hamilton County Adult Protective Services - Hamilton County Council on Alcohol and Other Drugs - Hamilton County Department of Child Services - Hamilton County Express - Hamilton County Health Department - Hamilton County Society for the Disabled - HAND, Inc. - Heart & Soul Clinic - Janus Developmental Services, Inc. - Legacy Fund, Noblesville - Noblesville Township Trustee - OneZone - Prevail, Inc. - PrimeLife Enrichment, Inc. - Purdue Extension - The Salvation Army - Trinity Free Clinic - United Way of Central Indiana - Wayne Township Trustee - Westfield Chamber of Commerce - WestLink Consulting - White River Christian Church - YMCA of Greater Indianapolis
Schedule H, Part V, Section B, Line 7a CHNA Website Copies of IU Health's CHNAs for its IU Health Academic Health Center and IU Health Saxony Hospital locations are 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 Copies of IU Healths CHNA implementation strategies for its IU Health Academic Health Center and IU Health Saxony Hospital locations are 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. IU Health Academic Health Center Based upon the Hanlon Method of prioritization, IU Health selected the following four needs to be addressed for the IU Health Academic Health Center: - Access to Healthcare - Nutrition and Healthy Weight - Behavioral Health and Substance Abuse - Community Revitalization Access to Healthcare IU Healths implementation strategy to address the identified need of access to healthcare includes the following: - Supporting extended hours of walk-in and urgent-care clinics - Collaborating with service providers on screenings, vaccinations, health insurance outreach and health literacy at community events Nutrition and Healthy Weight IU Healths implementation strategy to address the identified need of nutrition and healthy weight includes the following: - Providing educational materials and promoting healthy habits - Investing in food access initiatives including summer food programs, food pantries and community gardens - Increasing access to physical assets and community spaces that encourage physical activity and wellness Behavioral Health and Substance Abuse Objectives IU Healths implementation strategy to address the identified need of behavioral health and substance abuse includes the following: - Collaborating with nonprofits that provide behavioral health and substance abuse programs and services - Developing and executing a communication plan to inform underserved populations of programs and services - Providing training to care providers in the early identification of behavioral health issues and substance abuse, including referral processes Community Revitalization IU Healths implementation strategy to address the identified need of community revitalization includes the following: - Planning efforts and pilot strategies in targeted neighborhoods - Collaborating with organizations working to lower rates of violence and also with organizations providing at-risk youth and adult re-entry employment opportunities - Advocating and assisting with planning for activities that improve neighborhood safety - Identifying advocacy opportunities leading to improved housing and neighborhoods Also, based upon the Hanlon Method of prioritization, the following identified community health need was not amongst the needs chosen to be addressed: - Smoking and tobacco use 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. IU Health Saxony Hospital Based upon the Hanlon Method of prioritization, IU Health selected the following five needs to be addressed for IU Health Saxony Hospital: - Access to Health Services - Exercise, Nutrition, and Weight - Behavioral Health (including Mental Health & Substance abuse) - Older Adults & Aging - Transportation Access to Healthcare IU Health's implementation strategy to address the identified need of access to healthcare includes the following: - Providing operational and programmatic funding to support Trinity Free Clinic in Carmel and Heart & Soul Clinic in Westfield - Providing free community health screenings (BP, A1C, pediatric developmental, pulmonary function, etc.) at community events and through community partnerships - Providing an IU Health individual solutions coordinator to help individuals and families register for HIP 2.0 or other Marketplace insurance - Continuing to work with and providing financial support for the Partnership for a Healthy Hamilton County - Exploring a partnership with the Carmel Fire Department and its community paramedicine program Exercise, Nutrition, and Weight IU Health's implementation strategy to address the identified need of exercise, nutrition, and weight includes the following: - Supporting local farmers markets and advocating for WIC/SNAP programming at affiliated markets - Providing healthy cooking demonstrations at farmers markets using local produce - Partnering with local schools to provide additional fitness and nutrition resources and education (presentations by dieticians, pedometer/walking competitions, walking/running clubs) - Exploring Jump IN via United Way for local school intervention - Exploring and assisting with development of Hamilton County Parks and Recreation's BeneFIT program - Partnering with Fishers Parks & Recreation Department - Supporting dance camp scholarships for Junior Civic Theatre Behavioral Health (including Mental Health & Substance Abuse) IU Health's implementation strategy to address the identified need of behavioral health includes the following: - Exploring opportunities to support/fund Aspire Indiana, Inc., Indiana Chapter of American Foundation for Suicide Prevention, and Mental Health America of Hamilton County - Exploring opportunities to provide mental health awareness seminars and/or support groups in the community - Partnering with Chaucie's Place to offer community and staff education on preventing and recognizing child sexual abuse - Providing funding to Chaucie's Place to further child sexual abuse prevention programming in Hamilton County - Exploring appropriate partnerships with existing groups/agencies, including the Substance Abuse Task Force and local law enforcement Older Adults and Aging IU Health's implementation strategy to address the identified need of older adults and aging includes the following: - Exploring opportunities to support/fund Central Indiana Council on Aging (CICOA) in Hamilton County - Exploring volunteer networks/organizations to support patient transportation strategies - Providing free balance screenings for older adults - Exploring appropriate partnerships with existing groups/agencies Transportation IU Health's implementation strategy to address the identified need of transportation includes the following: - Participating in the Hamilton County Transit Forum and supporting the work of the group - Working with local agencies and organizations (Hamilton County Express and Janus Development) to explore opportunities to expand transportation services - Providing funding and political support for transportation initiatives when appropriate Also, based upon the Hanlon Method of prioritization, the following identified community health need was not amongst the needs chosen to be addressed: - Chronic disease The identified community need of chronic disease prevention was reviewed and after completing a gap analysis, it was determined that, with other community health resources available, the best method to support chronic disease prevention is to refer community members to these established resources.
Schedule H, Part V, Section B, Line 13b Income Level Other than FPG In addition to FPG, IU Health may take into consideration a patients income and/or ability to pay in the calculation of a financial assistance award.
Schedule H, Part V, Section B, Line 13h Other FAP Eligibility Criteria 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 Healths Financial Assistance Program. Patients who may be eligible for coverage under an applicable insurance policy, including, but not limited to, health, automobile, and homeowners, must exhaust all insurance benefits prior to receiving an award from IU Healths 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 patients 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 Childrens 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 patients 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. A patients income and/or ability to pay may be taken into consideration in the calculation of a financial assistance award.
Schedule H, Part V, Section B, Line 16a FAP Website A copy of IU Healths 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 Healths 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 broadly 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 Healths 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) 2015
Schedule H (Form 990) 2015
Page 8
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?95
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
95 IU HEALTH MORGAN
2209 JOHN R WOODEN DR
MARTINSVILLE,IN46151 		DIAGNOSTIC AND OTHER OUTPATIENT
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 9
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 Healths Financial Assistance Program. Patients who may be eligible for coverage under an applicable insurance policy, including, but not limited to, health, automobile, and homeowners, must exhaust all insurance benefits prior to receiving an award form IU Healths 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 patients 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 Childrens 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 patients 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 patients 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 patients true financial burden. A patients 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 patients primary residence and motor vehicle. A patients primary residence is defined as the patients principal place of residence. The patients primary residence will be excluded from a patients extraordinary asset calculation so long as the patients equity is less than five-hundred thousand dollars ($500,000) and the home is not occupied by the patients 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 patients 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 34.09%.
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 $30,032,905. This amount includes the bad debt expense reported on Form 990, Part IX, Line 25, column (A), and IU Healths 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") participate in a variety of community-building activities that address the social determinants of health in the communities it serves through investments in economic development efforts across the state, collaboration with like-minded organizations through coalitions that address key issues, and advocacy 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 Healths 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: - Partnership for a Healthy Hamilton County - Aspire Indiana, Inc. - Starfish Initiative - Early Learning Indiana - United Way Additionally, through the IU Health Statewide Systems 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.
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 bad debt expense footnote in IU Health's consolidated financial statements is as follows: The provision for uncollectible accounts, for all payors, is recognized when services are provided based upon managements 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 uncollectible accounts and the allowance for uncollectible accounts. In addition, the Indiana University Health System 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 the Indiana University Health System and, in certain cases, are reclassified to charity care if deemed to otherwise meet financial assistance policies of the Indiana University Health System.
Schedule H, Part III, Line 8 Medicare Surplus or (Shortfall) The amount reported on Schedule H, Part III, Line 6 is calculated, in accordance with the Form 990 instructions, using "allowable costs" from the IU Health Medicare Cost Report. "Allowable costs" for Medicare Cost Report purposes, however, are not reflective of all costs associated with IU Health's participation in Medicare programs. For example, the Medicare Cost Report excludes certain costs such as billed physician services, the costs of Medicare Parts C and D, fee schedule reimbursed services, and durable medical equipment services. Inclusion of all costs associated with IU Health's participation in Medicare programs would significantly increase the Medicare shortfall reported on Schedule H, Part III, Line 7. IU Health's Medicare shortfall is attributable to reimbursements that are less than the cost of providing patient care and services to Medicare beneficiaries and does not include any amounts that result from inefficiencies or poor management. IU Health accepts all Medicare patients knowing that there may be shortfalls; therefore it has taken the position that any shortfall should be counted as part of its community benefit. Additionally, it is implied in Internal Revenue Service Revenue Ruling 69-545 that treating Medicare patients is a community benefit. Revenue Ruling 69-545, which established the community benefit standard for nonprofit hospitals, states that if a hospital serves patients with governmental health benefits, including Medicare, then this is an indication that the hospital operates to promote the health of the community.
Schedule H, Part III, Line 9b Written Debt Collection Policy IU Healths 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 patients physician, family members, community or religious groups, social services or hospital personnel may request a Financial Assistance Application to be mailed to a patients 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 patients 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 Policyother 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 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 Healths 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 patients 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 Healths financial assistance program. Financial counselors are onsite to assist with financial concerns or questions during the patients stay. Patient Financial Services Customer Service representatives are also available after the patients 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 Healths 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 CHNAs for its IU Health Academic Health Center and IU Health Saxony Hospital locations, IU Health defined "community" as the county of residence for each hospital location. Each individual hospital location serves a unique subsection of the community for which details are included below: IU Health Academic Health Center The community for IU Health Academic Health Center's primary service area is defined as Marion County, the community where IU Health Academic Health Center is located. The secondary service areas are comprised of eight contiguous counties consisting of Boone, Hamilton, Hancock, Hendricks, Johnson, Madison, Morgan, and Shelby Counties. Approximately, 81% of inpatient discharges are from the primary service area and 19% from the secondary service area. Marion County includes zip codes within the towns of Beech Grove, Indianapolis, Lawrence, Southport, and Speedway, plus portions of Plainfield, which extends into Hendricks County. Based on the Census Bureau data for 2012, Marion County's population was 911,296 and 54% were female. The county's population estimates by race are 59.5% White non-Hispanic, 26.4% Black non-Hispanic, 9.3% Hispanic or Latino, 2.0% Asian, 0.5% American Indian or Alaska native, and 2.2% persons reporting two or more races. IU Health Saxony Hospital The community for IU Health Saxony Hospital's primary service area is defined as Hamilton County, the county were IU Health Saxony Hospital is located, plus Marion County. The secondary service area is comprised of five contiguous counties consisting of Boone, Hancock, Hendricks, Madison, and Tipton Counties. Approximately 54% of inpatient discharges originate from the primary service area with 23% from the secondary service area. Of inpatient discharges from 56 other Indiana counties, no one county accounted for more than 2.5%. Hamilton County includes ZIP codes within the towns of Arcadia, Atlanta, Carmel, Cicero, Fishers, Noblesville, Sheridan, and Westfield. Based on Census Bureau statistics for 2014, Hamilton County's population was 302,623. Just over half (51.2%) were female and 48.8% were male. The county's population estimates by race are 84.9% White non-Hispanic, 4.1% Black, 3.8% Hispanic or Latino, 5.6% Asian, 0.2% American Indian or Alaska Native, and 1.8% two or more races. A very small percentage of the population is ethnic groups other than those listed above.
Schedule H, Part VI, Line 5 Promotion of Community Health A majority of IU Healths board of directors is comprised of independent community members who reside in IU Healths 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 Healths 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 Healths 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 Healths 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 is part of the IU Health Statewide System. The IU Health Statewide System is Indianas most comprehensive healthcare system. A unique partnership with the IU School of Medicine, one of the nations 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. - Ten clinical programs ranked among the top 50 national programs in U.S. News & World Reports 2015-16 edition of Americas Best Hospitals. - Ten out of ten specialty programs at Riley Hospital for Children at IU Health ranked among the top 50 childrens hospitals in the nation. 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 Indianas 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 - IUHLP Liquidation, Inc. f/k/a 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 Indianas 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 seventh annual Day of Service in 2015 focused on leaving behind key physical assets to help meet a statewide need for more venues for physical activity and recreation. During the 2015 Day of Service: - More than 2,200 team members and 6,000 volunteer hours were dedicated by IU Health team members - Created 3 miles of walking trails - Revitalized 18 parks and trailheads - Mounted 7 swing sets - Distributed hundreds of bicycles and bicycle helmets to elementary schools Kindergarten Countdown As one of IU Healths 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 dont 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 partners: - Methodist Cancer Center Research Group - IU Simon Cancer Center - Methodist Research Institute - Indiana Clinical and Translational Sciences Institute (Indiana CTSI) - IU Health Arnett Clinical Research - IU Health Arnett Cancer Care - IU Health Goshen Center for Cancer Care - IU Health Ball Memorial Cancer Center - IU Health Ball Memorial Hospital - IU Health Bloomington Hospital - Riley Hospital for Children at IU Health 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 2015, 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 Prevention To improve the lifestyle of Indiana residents, IU Health has utilized innovative and best practice methods to attack obesity in our communities. IU Health is working to improve access to nutritious foods and physical activity in low-income neighborhoods, in addition to providing traditional health education and public advocacy efforts. With these initiatives, IU Health strives to prevent chronic diseases such as obesity
Schedule H (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on 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
2015
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
 
Employer identification number
35-1955872
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) INDIANA UNIVERSITY SCHOOL OF MEDICINE
714 N SENATE AVE
INDIANAPOLIS,IN46202 		35-6001673 GOV'T ENTITY 15,000,000   N/A N/A RESEARCH/TRAINING
(2) HEALTHNET INC
3401 RAYMOND ST
INDIANAPOLIS,IN46203 		35-1579827 501(C)(3) 1,037,158   N/A N/A GENERAL SUPPORT
(3) IN CONF OF THE UNITED METHODIST CHURCH
301 PENN PKWY
INDIANAPOLIS,IN46280 		27-0264680 501(C)(3) 500,000   N/A N/A DISCIPLESHIP CENTER
(4) METHODIST RESEARCH INSTITUTE INC
950 N MERIDIAN ST
INDIANAPOLIS,IN46204 		35-1007590 501(C)(3) 494,578   N/A N/A GENERAL SUPPORT
(5) INDIANA HEALTH INFORMATION EXCHANGE INC
846 N SENATE AVE
INDIANAPOLIS,IN46202 		36-4550324 501(C)(3) 353,348   N/A N/A GENERAL SUPPORT
(6) UNITED WAY OF CENTRAL INDIANA INC
PO BOX 88409
INDIANAPOLIS,IN46208 		35-1007590 501(C)(3) 318,820   N/A N/A GENERAL SUPPORT
(7) METHODIST HEALTH FOUNDATION INC
1800 N CAPITOL AVE
INDIANAPOLIS,IN46202 		35-6043086 501(C)(3) 230,921   N/A N/A GENERAL SUPPORT
(8) INDIANA UNIVERSITY FOUNDATION
1110 W MICHIGAN ST
INDIANAPOLIS,IN46202 		35-6018940 501(C)(3) 130,000   N/A N/A HEALTH/LAW SCHOOLS
(9) PLAYWORKS EDUCATION ENERGIZED
380 WASHINGTON ST
OAKLAND,CA94607 		94-3251867 501(C)(3) 102,500   N/A N/A PLAYWORKS INDIANA
(10) ACTION FOR HEALTHY KIDS INC
600 W VAN BUREN
CHICAGO,IL60607 		47-0902020 501(C)(3) 83,500   N/A N/A STRONG SCHOOLS
(11) UNITED NEGRO COLLEGE FUND INC
3737 N MERIDIAN ST
INDIANAPOLIS,IN46208 		13-1624241 501(C)(3) 80,000   N/A N/A SCHOLARSHIPS
(12) INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION
120 E WALNUT ST
INDIANAPOLIS,IN46204 		31-1103966 501(C)(3) 50,000   N/A N/A IPS/PLAYWORKS
(13) GLEANERS FOOD BANK OF INDIANA INC
3737 WALDEMERE AVE
INDIANAPOLIS,IN46241 		35-1483868 501(C)(3) 50,000   N/A N/A GENERAL SUPPORT
(14) MENTAL HEALTH ASSOCIATION IN INDIANA INC
1431 N DELAWARE ST
INDIANAPOLIS,IN46202 		35-0896905 501(C)(3) 45,469   N/A N/A SUICIDE LINE
(15) YOUNG MENS CHRISTIAN ASSOCIATION LAFAYETTE
19500 S 18TH ST
LAFAYETTE,IN47905 		35-0868213 501(C)(3) 39,460   N/A N/A COUNSELING/ACCESS
(16) SOCIAL HEALTH ASSOCIATION OF INDIANA INC
615 N ALABAMA ST
INDIANAPOLIS,IN46204 		35-0869056 501(C)(3) 38,100   N/A N/A BULLYING PREVENTION
(17) CICP FOUNDATION INC
111 MONUMENT CIRCLE
INDIANAPOLIS,IN46204 		35-2065457 501(C)(3) 35,000   N/A N/A BIOCROSSROADS
(18) 500 FESTIVAL INC
21 VIRGINIA AVE
INDIANAPOLIS,IN46204 		35-1004320 501(C)(4) 31,500   N/A N/A GENERAL SUPPORT
(19) FLANNER HOUSE OF INDIANAPOLIS INC
2424 DR MLK JR ST
INDIANAPOLIS,IN46208 		35-0942628 501(C)(3) 30,000   N/A N/A QUALITY OF LIFE
(20) INDIANA BLACK EXPO INC
3145 N MERIDIAN ST
INDIANAPOLIS,IN46208 		35-1406245 501(C)(3) 20,000   N/A N/A HEALTH FOCUS
(21) CENTER FOR LEADERSHIP DEVELOPMENT
2525 DR MLK JR ST
INDIANAPOLIS,IN46208 		35-1389882 501(C)(3) 17,500   N/A N/A COLLEGE PREP./GEN.
(22) INDIANAPOLIS PARKS FOUNDATION INC
615 N ALABAMA ST
INDIANAPOLIS,IN46204 		35-1860468 501(C)(3) 16,350   N/A N/A CAMP/MOBILE FOOD
(23) CROSSROADS COUNCIL BOYS SCOUTS OF AMERICA INC
7125 FALL CREEK RD
INDIANAPOLIS,IN46256 		35-0867962 501(C)(3) 15,500   N/A N/A GENERAL SUPPORT
(24) HORIZON HOUSE INC
1033 E WASH ST
INDIANAPOLIS,IN46202 		35-1759503 501(C)(3) 15,200   N/A N/A WINTER READY PROG.
(25) LOCAL INITIATIVES SUPPORT CORPORATION
202 E MARKET ST
INDIANAPOLIS,IN46204 		13-3030229 501(C)(3) 15,000   N/A N/A FOOD COUNCIL
(26) INFORMATION AND REFERRAL NETWORK INC
3091 N MERIDIAN ST
INDIANAPOLIS,IN46208 		31-1216792 501(C)(3) 15,000   N/A N/A STAFF TRAINING
(27) STARFISH INC
6958 HILLSDALE CT
INDIANAPOLIS,IN46250 		56-2442758 501(C)(3) 15,000   N/A N/A GENERAL SUPPORT
(28) JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC
9449 PRIORITY WAY
INDIANAPOLIS,IN46240 		35-1003695 501(C)(3) 10,000   N/A N/A CAREER SUCCESS
(29) INDY HUNGER NETWORK INC
9080 DEWBERRY CT
INDIANAPOLIS,IN46260 		45-4833492 501(C)(3) 10,000   N/A N/A NUTRITION EDUCATION
(30) FREEWHEELIN' COMMUNITY BIKES INC
3355 N CENTRAL AVE
INDIANAPOLIS,IN46205 		26-3748830 501(C)(3) 10,000   N/A N/A GENERAL SUPPORT
(31) YMCA OF GREATER INDIANAPOLIS
615 N ALABAMA ST
INDIANAPOLIS,IN46204 		35-0868211 501(C)(3) 10,000   N/A N/A HEALTH FOCUS
(32) GENNESARET FREE CLINIC INC
615 N ALABAMA ST
INDIANAPOLIS,IN46204 		35-1776518 501(C)(3) 10,000   N/A N/A HEALTH ACCESS
(33) MENTAL HEALTH AMERICA OF TIPPECANOE COUNTY INC
914 SOUTH ST
LAFAYETTE,IN47901 		38-3653969 501(C)(3) 9,223   N/A N/A SUICIDE PREVENTION
(34) KINGSWAY COMMUNITY CARE CENTER
107 PARK PLACE BLVD
AVON,IN46123 		83-0404310 501(C)(3) 9,223   N/A N/A HEALTH ACCESS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
33
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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   N/A N/A
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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) 2015



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on 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
2015
Open to Public Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
 
Employer identification number

35-1955872
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
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 on 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 on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1DANIEL F EVANS JRDIRECTOR/CEO (i)

(ii)		 1,180,633
-------------
0 		399,186
-------------
0 		1,873,504
-------------
0 		26,786
-------------
0 		13,903
-------------
0 		3,494,012
-------------
0 		1,575,000
-------------
0
2JAMES E LINGEMAN MDDIRECTOR (i)

(ii)		 43,000
-------------
819,183 		0
-------------
61,749 		0
-------------
6,858 		0
-------------
10,600 		0
-------------
785 		43,000
-------------
899,175 		0
-------------
0
3RYAN C KITCHELLTREASURER/EVP & CFO (i)

(ii)		 772,113
-------------
0 		247,392
-------------
0 		21,348
-------------
0 		169,389
-------------
0 		27,387
-------------
0 		1,237,629
-------------
0 		0
-------------
0
4MARY BETH CLAUSSECRETARY/SVP & GENERAL COUNS. (i)

(ii)		 456,682
-------------
0 		71,516
-------------
0 		7,235
-------------
0 		86,186
-------------
0 		8,221
-------------
0 		629,840
-------------
0 		0
-------------
0
5DENNIS M MURPHYPRESIDENT & COO (i)

(ii)		 1,068,468
-------------
0 		327,200
-------------
0 		24,000
-------------
0 		408,100
-------------
0 		23,177
-------------
0 		1,850,945
-------------
0 		0
-------------
0
6ERIC S WILLIAMS MDEVP, ACADEMIC & MEDICAL AFF. (i)

(ii)		 232,680
-------------
127,390 		0
-------------
24,494 		0
-------------
4,458 		0
-------------
0 		0
-------------
152 		232,680
-------------
156,494 		0
-------------
0
7JONATHAN E GOTTLIEB MDEVP & CME (i)

(ii)		 650,331
-------------
0 		0
-------------
0 		26,832
-------------
0 		147,100
-------------
0 		19,198
-------------
0 		843,461
-------------
0 		0
-------------
0
8MICHELLE A JANNEY RNEVP & CNE (i)

(ii)		 385,399
-------------
0 		201,456
-------------
0 		22,000
-------------
0 		89,640
-------------
0 		5,077
-------------
0 		703,572
-------------
0 		0
-------------
0
9HERBERT C BUCHANAN JRPRESIDENT (AHC ADULT) (i)

(ii)		 467,362
-------------
0 		14,165
-------------
0 		30,587
-------------
0 		94,750
-------------
0 		16,288
-------------
0 		623,152
-------------
0 		0
-------------
0
10JEFFREY L SPERRING MDPRESIDENT (RH) (PARTIAL YR.) (i)

(ii)		 139,870
-------------
0 		0
-------------
0 		48,880
-------------
0 		5,743
-------------
0 		8,900
-------------
0 		203,393
-------------
0 		0
-------------
0
11PAUL R HAUT MDINTERIM PRES./CMO (RILEY) (i)

(ii)		 0
-------------
248,164 		0
-------------
52,420 		0
-------------
1,164 		0
-------------
6,601 		0
-------------
0 		0
-------------
308,349 		0
-------------
0
12JONATHAN R GOBLEPRESIDENT (SAXONY) (i)

(ii)		 472,004
-------------
0 		84,386
-------------
0 		8,253
-------------
0 		93,623
-------------
0 		23,691
-------------
0 		681,957
-------------
0 		0
-------------
0
13RONALD L STIVERPRESIDENT, SYS. CLINICAL SVCS. (i)

(ii)		 461,223
-------------
0 		108,482
-------------
0 		2,448
-------------
0 		90,628
-------------
0 		20,683
-------------
0 		683,464
-------------
0 		0
-------------
0
14JONATHAN W CURTRIGHT MDCOO (AHC ADULT) (i)

(ii)		 308,626
-------------
0 		16,651
-------------
0 		810
-------------
0 		10,600
-------------
0 		22,306
-------------
0 		358,993
-------------
0 		0
-------------
0
15LINDA K CHASE RNVP & CNO (AHC ADULT) (i)

(ii)		 293,519
-------------
0 		12,415
-------------
0 		2,281
-------------
0 		10,549
-------------
0 		17,148
-------------
0 		335,912
-------------
0 		0
-------------
0
16DAWN M MOORE-JEFFERSONVP & CHIEF PHARMACY OFFICER (i)

(ii)		 246,670
-------------
0 		10,355
-------------
0 		520
-------------
0 		10,295
-------------
0 		14,480
-------------
0 		282,320
-------------
0 		0
-------------
0
17SHERIEE C LADDSVP, HUMAN RESOURCES (i)

(ii)		 401,456
-------------
0 		67,414
-------------
0 		461,860
-------------
0 		10,600
-------------
0 		870
-------------
0 		942,200
-------------
0 		64,987
-------------
0
18MICHAEL E HALEYPRESIDENT & CEO (BALL) (i)

(ii)		 516,190
-------------
0 		148,735
-------------
0 		113,510
-------------
0 		10,600
-------------
0 		26,239
-------------
0 		815,274
-------------
0 		0
-------------
0
19ALFONSO W GATMAITANPRESIDENT & CEO (ARNETT) (i)

(ii)		 447,428
-------------
0 		130,462
-------------
0 		7,880
-------------
0 		86,531
-------------
0 		24,444
-------------
0 		696,745
-------------
0 		0
-------------
0
20JAMES T PARKERSVP, HEALTH PLANS (i)

(ii)		 408,257
-------------
0 		143,228
-------------
0 		7,240
-------------
0 		78,376
-------------
0 		29,343
-------------
0 		666,444
-------------
0 		0
-------------
0
21WILLIAM F MCCONNELL JRSVP & CIO (i)

(ii)		 374,570
-------------
0 		92,726
-------------
0 		81,628
-------------
0 		10,600
-------------
0 		14,107
-------------
0 		573,631
-------------
0 		0
-------------
0
22KELLY L BRAVERMANFORMER INTERIM COO (UH) (i)

(ii)		 193,069
-------------
0 		5,825
-------------
0 		270
-------------
0 		6,601
-------------
0 		0
-------------
0 		205,765
-------------
0 		0
-------------
0
23RICHARD F GRAFFIS MDFORMER EVP & CME (i)

(ii)		 0
-------------
240,974 		0
-------------
15,251 		0
-------------
11,124 		0
-------------
10,526 		0
-------------
21,162 		0
-------------
299,037 		0
-------------
0
24JOHN C KOHNE MDFORMER INTERIM EVP & CME (i)

(ii)		 11,113
-------------
0 		138,050
-------------
0 		0
-------------
0 		4,756
-------------
0 		0
-------------
0 		153,919
-------------
0 		0
-------------
0
25JAMES G TERWILLIGERFORMER PRESIDENT (MH/UH) (i)

(ii)		 0
-------------
0 		0
-------------
0 		275,547
-------------
0 		0
-------------
0 		5,868
-------------
0 		281,415
-------------
0 		0
-------------
0
26LINDA Q EVERETT RNFORMER EVP & CNE (i)

(ii)		 41,181
-------------
0 		108,196
-------------
0 		55,023
-------------
0 		1,684
-------------
0 		2,318
-------------
0 		208,402
-------------
0 		0
-------------
0
27MARILYN L COX RNFORMER SVP & CNO (RILEY) (i)

(ii)		 4,903
-------------
0 		43,228
-------------
0 		219,660
-------------
0 		228,017
-------------
0 		10,830
-------------
0 		506,638
-------------
0 		0
-------------
0
28RUSSELL D WILLIAMSCOO (RILEY) (i)

(ii)		 285,820
-------------
0 		37,240
-------------
0 		540
-------------
0 		10,552
-------------
0 		21,192
-------------
0 		355,344
-------------
0 		0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
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 First-class travel and personal services (security services) were provided to an officer and director listed in IU Healths Form 990, Part VII, Section A. The costs of the first-class travel and security services were not treated as taxable compensation because they were a business expense of IU Health rather than personal in nature. Temporary housing was provided to a key employee listed in IU Healths Form 990, Part VII, Section A. The cost of the arrangement was treated as taxable compensation. Personal services (executive physicals) were provided to two officers, a highest compensated employee, and two former key employees listed in IU Healths Form 990, Part VII, Section A. The executive physicals were not treated as taxable compensation.
Schedule J, Part I, Line 4a Severance Payments James G. Terwilliger received severance of $275,379 from IU Health during 2015. This amount is included in column b (iii), other reportable compensation. Marilyn C. Cox received severance of $209,897 from IU Health during 2015. 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, Jonathan E. Gottlieb, M.D., Michelle A. Janney, R.N., Herbert C. Buchanan, Jr., Jonathan R. Goble, Ronald L. Stiver, Sheriee C. Ladd, Michael E. Haley, Alfonso W. Gatmaitan, James T. Parker, William F. McConnell, Jr., and Linda Q. Everett, R.N. participate in a supplemental executive retirement plan, provisions of which are designed to retain these critical employees. The plan provides for an additional retirement benefit for service through normal retirement or other key dates. If the executive leaves prior to retirement or other key dates, the benefit may be forfeited or reduced. 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. - Michelle A. Janney, R.N. - Herbert C. Buchanan, Jr. - Jonathan R. Goble - Ronald L. Stiver - Alfonso W. Gatmaitan - 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. $235,552 - Sheriee C. Ladd $453,099 - Michael E. Haley $88,717 - William F. McConnell, Jr. $64,545 - Linda Q. Everett, R.N. $6,885 Sheriee C. Ladd also has $64,987 included in column F, compensation in column (B) reported as deferred on prior Form 990, representing prior year deferred amounts related to her supplemental executive retirement plan payout in 2015. Daniel F. Evans, Jr. has $1,575,000 included in column b(iii), other reportable compensation, representing the current year payment received under an additional retirement benefit arrangement. In 2008, IU Health's Personnel and Compensation Committee approved the lump sum payment of $1,575,000 to Daniel F. Evans, Jr., as President & CEO of IU Health, after reviewing the then-current compensation arrangement, including the then-current retirement benefit sources. This amount would be payable in a lump sum at the end of 2014 if he remained employed until the end of that year. If he were to voluntarily separate from employment or be involuntarily terminated with cause before the end of 2014, he would forfeit this benefit. If he were to die, become disabled or be involuntarily terminated without cause, he would receive this benefit in full. The specific amount was based on extensive analysis of the "replacement ratio" of all of the then-current sources of employer-provided retirement, with the intent to have this lump sum achieve a replacement rate that the Committee thought was appropriate for the length of service that he would have provided through 2014. This amount was always characterized in the analyses that the Committee reviewed as an "additional retirement benefit". The lump sum payment was paid to Daniel F. Evans, Jr. in 2015. Daniel F. Evans, Jr. also has $1,575,000 included in column F, compensation in column (B) reported as deferred on prior Form 990, representing the additional retirement benefit that was reported as deferred compensation on prior year Forms 990 and inadvertently reported in column (F) on the 2014 Form 990 along with his prior year supplemental nonqualified retirement plan unvested contributions of $3,857,189 that became vested in 2014.
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) 2015
Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
 
Employer identification number
35-1955872
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
  		35-1611409 45479RBL0 09-14-2006 387,109,760 SERIES 2006B BONDS   X   X   X
B INDIANA FINANCE AUTHORITY
  		35-1602316   11-26-2013 18,783,695 TAX-EXEMPT LEASE, 2010   X   X   X
C INDIANA FINANCE AUTHORITY
  		35-1602316 45471AAD4 04-19-2011 228,195,000 SERIES 2011A, B, C, D, AND E BONDS   X   X   X
D 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
INDIANA FINANCE AUTHORITY
  		35-1602316 45471ANY4 05-07-2015 314,416,912 SERIES 2015A BONDS   X   X   X
INDIANA FINANCE AUTHORITY
  		35-1602316   05-07-2015 193,675,000 SERIES 2015B AND C BONDS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 48,385,000 0 41,850,000 5,570,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 388,586,019 18,783,695 228,203,281 138,110,000
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 2,286,019 0 740,000 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 70,008,281 0
11 Other spent proceeds ............. 386,300,000 18,783,695 157,455,000 138,110,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2006 2010 2012 2014
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) 2015

Schedule K (Form 990) 2015
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 .............        
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. ..        
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
  		0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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 .......... SEE PART VI
  		0
  		0
  		0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ 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 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 B, 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 C, 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 I, Line D, 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 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 2006B Bonds: Issue Price: $387,109,760 Earnings: $1,476,259 Total Proceeds: $388,586,019 Column C 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 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 B, 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 C, 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 I, Line D, Column (f) Description of Purpose The Series 2015A Bonds were issued in order to refund the Series 2006A Bonds as well Taxable Bonds, Series 2011J and K. The Series 2006B Bonds were issued on January 24, 2006. The Series 2011J and K Bonds were issued on May 5, 2011.
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 A Series 2011L and 2011M Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Column B Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068
Schedule K, Page 1c, Part I, Line A, Column (f) Description of Purpose The Series 2015B and C Bonds were issued in order to refund the Series 2006A Bonds. The Series 2006A Bonds were issued on January 24, 2006.
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 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 5 b & c Name/Term of GIC GIC provided by Citigroup Financial Products, Inc. with a term of 0.3
Schedule K (Form 990) 2015

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
 
Employer identification number
35-1955872
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
  		35-1611409 45479RBL0 09-14-2006 387,109,760 SERIES 2006B BONDS   X   X   X
B INDIANA FINANCE AUTHORITY
  		35-1602316   11-26-2013 18,783,695 TAX-EXEMPT LEASE, 2010   X   X   X
C INDIANA FINANCE AUTHORITY
  		35-1602316 45471AAD4 04-19-2011 228,195,000 SERIES 2011A, B, C, D, AND E BONDS   X   X   X
D 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
INDIANA FINANCE AUTHORITY
  		35-1602316 45471ANY4 05-07-2015 314,416,912 SERIES 2015A BONDS   X   X   X
INDIANA FINANCE AUTHORITY
  		35-1602316   05-07-2015 193,675,000 SERIES 2015B AND C BONDS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 48,385,000 0 41,850,000 5,570,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 388,586,019 18,783,695 228,203,281 138,110,000
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 2,286,019 0 740,000 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 70,008,281 0
11 Other spent proceeds ............. 386,300,000 18,783,695 157,455,000 138,110,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2006 2010 2012 2014
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) 2015

Schedule K (Form 990) 2015
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 .............        
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. ..        
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
  		0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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 .......... SEE PART VI
  		0
  		0
  		0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ 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 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 B, 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 C, 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 I, Line D, 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 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 2006B Bonds: Issue Price: $387,109,760 Earnings: $1,476,259 Total Proceeds: $388,586,019 Column C 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 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 B, 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 C, 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 I, Line D, Column (f) Description of Purpose The Series 2015A Bonds were issued in order to refund the Series 2006A Bonds as well Taxable Bonds, Series 2011J and K. The Series 2006B Bonds were issued on January 24, 2006. The Series 2011J and K Bonds were issued on May 5, 2011.
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 A Series 2011L and 2011M Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Column B Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068
Schedule K, Page 1c, Part I, Line A, Column (f) Description of Purpose The Series 2015B and C Bonds were issued in order to refund the Series 2006A Bonds. The Series 2006A Bonds were issued on January 24, 2006.
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 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 5 b & c Name/Term of GIC GIC provided by Citigroup Financial Products, Inc. with a term of 0.3
Schedule K (Form 990) 2015

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
 
Employer identification number
35-1955872
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING
  		35-1611409 45479RBL0 09-14-2006 387,109,760 SERIES 2006B BONDS   X   X   X
B INDIANA FINANCE AUTHORITY
  		35-1602316   11-26-2013 18,783,695 TAX-EXEMPT LEASE, 2010   X   X   X
C INDIANA FINANCE AUTHORITY
  		35-1602316 45471AAD4 04-19-2011 228,195,000 SERIES 2011A, B, C, D, AND E BONDS   X   X   X
D 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
INDIANA FINANCE AUTHORITY
  		35-1602316 45471ANY4 05-07-2015 314,416,912 SERIES 2015A BONDS   X   X   X
INDIANA FINANCE AUTHORITY
  		35-1602316   05-07-2015 193,675,000 SERIES 2015B AND C BONDS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 48,385,000 0 41,850,000 5,570,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 388,586,019 18,783,695 228,203,281 138,110,000
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 2,286,019 0 740,000 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 70,008,281 0
11 Other spent proceeds ............. 386,300,000 18,783,695 157,455,000 138,110,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2006 2010 2012 2014
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) 2015

Schedule K (Form 990) 2015
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 .............        
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. ..        
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
  		0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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 .......... SEE PART VI
  		0
  		0
  		0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ 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 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 B, 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 C, 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 I, Line D, 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 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 2006B Bonds: Issue Price: $387,109,760 Earnings: $1,476,259 Total Proceeds: $388,586,019 Column C 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 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 B, 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 C, 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 I, Line D, Column (f) Description of Purpose The Series 2015A Bonds were issued in order to refund the Series 2006A Bonds as well Taxable Bonds, Series 2011J and K. The Series 2006B Bonds were issued on January 24, 2006. The Series 2011J and K Bonds were issued on May 5, 2011.
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 A Series 2011L and 2011M Bonds: Issue Price: $111,435,000 Earnings: $2,829 Total Proceeds: $111,437,829 Column B Series 2011N Bonds: Issue Price: $221,617,127 Earnings: $6,941 Total Proceeds: $221,624,068
Schedule K, Page 1c, Part I, Line A, Column (f) Description of Purpose The Series 2015B and C Bonds were issued in order to refund the Series 2006A Bonds. The Series 2006A Bonds were issued on January 24, 2006.
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 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 5 b & c Name/Term of GIC GIC provided by Citigroup Financial Products, Inc. with a term of 0.3
Schedule K (Form 990) 2015

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance 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) 2015
Schedule L (Form 990 or 990-EZ) 2015
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) JACQUELINE S GOODRICH RN SEE PART V 51,868 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 Healths Board of Directors, served and was compensated as an employee of IU Health.
Schedule L (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

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

Complete to provide information for responses to specific questions on
Form 990 or 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
2015
Open to Public
Inspection
Name of the organization
INDIANA UNIVERSITY HEALTH INC
 
Employer identification number

35-1955872
Return Reference Explanation
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"). Dennis M. Murphy, Jonathan E. Gottlieb, M.D., 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. Ryan C. Kitchell and James T. Parker served as Officers and on the Board of Directors of Indiana University Health Plans, Inc. ("IU Health Plans"). 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 and James T. Parker served as Officers and on the Board of Directors of Indiana University Health Plans NFP, Inc. ("IU Health Plans NFP"). Dennis M. Murphy also served on the Board of Directors of IU Health Plans NFP. No additional compensation was provided to these individuals for their service. Ryan C. Kitchell, Dennis M. Murphy, Jonathan E. Gottlieb, M.D., and Michelle A. Janney, R.N. served on the Board of Directors of Indiana University Health ACO, Inc. No additional compensation was provided to these individuals for their service. Russell A. Williams served on the Board of Managers of ROC Surgery, LLC. Jeffrey R. Sperring, M.D. and Paul R. Haut, M.D. also served on the Board of Managers during different portions of the year. 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 Gov. Doc. As part of IU Health's succession plan for its top management official, the IU Health Board of Directors passed a resolution on August 27, 2015 in which the position of President & CEO would be temporarily split into two separate positions. Daniel F. Evans, Jr., the President & CEO, would continue to serve in the capacity as IU Health's CEO until his planned retirement in 2016. As CEO, Daniel F. Evans, Jr. would continue to exercise the ultimate authority and responsibility for the organization. Dennis M. Murphy, the EVP & COO, was named President and would serve as IU Health's President & COO until Daniel F. Evans, Jr.'s planned retirement in 2016, at which point he would be named President & CEO.
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 A thorough process was used by IU Health to review the Form 990 and related schedules prior to its filing. The Senior Vice President & Chief Financial Officer and Senior Vice President & General Counsel each reviewed and approved the Form 990 and related schedules. 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 was also provided with complete copy of the Form 990 and related schedules to review and approve. After the review and approval from the aforementioned individuals and committees, a complete copy of the Form 990 and related schedules was made available to each board member on a secure intranet site. Each member was also informed of the availability of the Tax Department to answer any questions.
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 Representatives 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 supervisors 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 Healths compensation arrangements. The Compensation Committee reviews an executives 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 Groups 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 Committees 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 Committees 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 Committees 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 Healths 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 Healths 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 organizations 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 Healths Articles of Incorporation are available for public inspection through the Indiana Secretary of State's website. IU Health's conflict of interest procedures are disclosed on Form 990, Schedule O. IU Health's Consolidated Audited Financial Statements are available for public inspection through its bond filings and as an attachment to the Form 990.
Part XI, Line 9 Other Changes in Net Assets or Fund Balances During 2015, IU Health recorded the following other changes in net assets or fund balances: Income/(Loss) Related 501(c)(3) Organizations: 13,029,383 Equity Transfer (Settlement of Debt): -174,606,169 Change in Pension Obligation: -2,871,835 Mark-to-Market on Interest Rate Swaps: -645,624 Equity Transfer (Transfer of Membership): 9,497,044 Transfer of Assets and Other: -244,033
FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:XXX-XX-XXXX
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
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 -8,064 IUH
 
(2) CCSG LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-1921481 		HEALTHCARE IN 0 -984 IUH
 
(3) CLARIAN QUALITY PARTNERS LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
26-3603579 		HEALTHCARE IN 0 0 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 33,594 255,113 IUH
 
(6) IU HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
80-0141954 		MANAGEMENT IN 5,092,915 1 IUH
 
(7) IUH POPULATION HEALTH MANAGEMENT LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
46-3913461 		HEALTHCARE IN 22,135,928 10,597,617 IUH
 
(8) ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
35-1348013 		HEALTHCARE IN 8,507,121 2,795,560 IUH
 
(9) SENATE HEALTH PLAN SOLUTIONS LLC
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204
27-3736054 		MANAGEMENT IN 3,718,209 4,897,634 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?
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)IUHLP Liquidation Inc
PO Box 250

LaPorte,IN46352
35-1125434 		Healthcare IN 501(c)(3) 3 IUH
 
Yes
 
(18)IUHLP-P Liquidation 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 Plans NFP Inc
950 N Meridian St Ste 800

Indianapolis,IN46204
46-3803873 		Insurance IN 501(c)(4) N/A IUH
 
Yes
 
(24)IU Health Tipton Hospital Inc
950 N Meridian St Ste 800

Indianapolis,IN46204
26-2772226 		Healthcare IN 501(c)(3) 3 IUH
 
Yes
 
(25)IU Health West Hospital Inc
950 N Meridian St Ste 800

Indianapolis,IN46204
35-1814660 		Healthcare IN 501(c)(3) 3 IUH
 
Yes
 
(26)IU Health White Mem Hosp Fndtn Inc
PO Box 952

Monticello,IN47960
35-1671806 		Fundraising IN 501(c)(3) 11 III-FI IUHWMH
 
Yes
 
(27)IU Health White Memorial Hospital Inc
950 N Meridian St Ste 800

Indianapolis,IN46204
27-3532963 		Healthcare IN 501(c)(3) 3 IUH
 
Yes
 
(28)IU Medical Group Foundation Inc
340 W 10th St No FS5100

Indianapolis,IN46202
20-1093251 		Fundraising IN 501(c)(3) 11 II NA
 
 
No
(29)LaPorte Hospital Foundation Inc
PO Box 250

LaPorte,IN46352
31-0952775 		Fundraising IN 501(c)(3) 11 I NA
 
 
No
(30)MDwise Marketplace Inc
1200 Madison Ave

Indianapolis,IN46225
46-5270582 		Insurance IN 501(c)(4) N/A IUH
 
Yes
 
(31)MDwise Network Inc
1200 Madison Ave

Indianapolis,IN46225
47-2619552 		Insurance IN 501(c)(4) N/A IUH
 
Yes
 
(32)Methodist Health Foundation Inc
1800 N Capitol Ave

Indianapolis,IN46202
35-6043086 		Fundraising IN 501(c)(3) 11 I IUH
 
Yes
 
(33)Methodist Health Group Inc
950 N Meridian St Ste 800

Indianapolis,IN46204
35-0876390 		Healthcare IN 501(c)(3) 11 III-FI NA
 
 
No
(34)Methodist Medical Group Inc
950 N Meridian St Ste 800

Indianapolis,IN46204
35-1945384 		Healthcare IN 501(c)(3) 3 IUH
 
Yes
 
(35)Methodist Occup Health Centers Inc
950 N Meridian St Ste 800

Indianapolis,IN46204
35-1844176 		Healthcare IN 501(c)(3) 3 IUH
 
Yes
 
(36)Methodist Research Institute Inc
950 N Meridian St Ste 800

Indianapolis,IN46204
35-2023710 		Healthcare IN 501(c)(3) 11 I IUH
 
Yes
 
(37)MH Healthcare Inc
950 N Meridian St Ste 800

Indianapolis,IN46204
35-1766531 		Healthcare IN 501(c)(3) 3 MMG
 
Yes
 
(38)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
 
(39)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
 
(40)Morgan Health Services Inc
950 N Meridian St Ste 800

Indianapolis,IN46204
35-1968564 		Healthcare IN 501(c)(3) 3 IUHMH
 
Yes
 
(41)Rehabilitation Hospital of Indiana Inc
4141 Shore Dr

Indianapolis,IN46254
35-1786005 		Healthcare IN 501(c)(3) 3 MHH
 
Yes
 
(42)RHI Foundation Inc
4141 Shore Dr

Indianapolis,IN46254
35-1932349 		Fundraising IN 501(c)(3) 11 I RHI
 
Yes
 
(43)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
(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
 
(45)University Family Physicians Inc
950 N Meridian St Ste 800

Indianapolis,IN46204
23-7427350 		Healthcare IN 501(c)(3) 9 IUHCA
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No
(1) Ball Outpatient Sur Ctr LLC

569 Brookwood Village Ste 901
Birmingham,AL35244
27-0275794 		Healthcare IN NA
  		                 
(2) Beltway Surgery Centers LLC

569 Brookwood Village Ste 901
Birmingham,AL35244
35-2072586 		Healthcare IN NA
  		                 
(3) Bloomington Endo Center LLC

PO Box 550
Bloomington,IN47402
35-2117943 		Healthcare IN NA
  		                 
(4) BOSC Holdings LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
45-4147343 		Healthcare IN IUH
  		RELATED 1,953,862 8,865,633   No 0 Yes   51.000 %
(5) BSC Holdings LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
45-2314634 		Healthcare IN IUH
  		RELATED 21,731,335 54,312,887   No 0 Yes   51.000 %
(6) CHV Fund I LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
26-2523206 		Venture Capital IN IUH
  		EXCLUDED -813,208 18,216,856   No 0   No 100.000 %
(7) CHV Fund II Management LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
37-1717823 		Venture Capital IN NA
  		                 
(8) CHV Fund II LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
80-0902337 		Venture Capital IN IUH
  		EXCLUDED -1,885 4,487,661   No 0   No 100.000 %
(9) CHV Fund Management LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
26-2523151 		Venture Capital IN NA
  		                 
(10) Clarian Health Network LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
35-2055030 		Healthcare IN NA
  		                 
(11) Eagle High Surg Center LLC

569 Brookwood Village Ste 901
Birmingham,AL35244
35-2259204 		Healthcare IN NA
  		                 
(12) EHSC Holdings LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
45-4147879 		Healthcare IN IUH
  		RELATED 4,373,378 3,889,306   No 0 Yes   51.000 %
(13) EWASC Holdings LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
47-3087761 		Healthcare IN IUH
  		RELATED -109,052 251,576   No 0 Yes   51.000 %
(14) Health Venture Management LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
20-5740218 		Management IN IUH
  		UNRELATED 1,518,620 3,423,038   No 1,120,592   No 99.000 %
(15) IEC Holdings LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
45-4148032 		Healthcare IN IUH
  		RELATED 3,271,216 3,594,061   No 0 Yes   51.000 %
(16) Indiana Endoscopy Centers LLC

569 Brookwood Village Ste 901
Birmingham,AL35244
20-8398421 		Healthcare IN NA
  		                 
(17) IUH EWA Surgery Ctr LLC

569 Brookwood Village Ste 901
Birmingham,AL35244
47-3102482 		Healthcare IN NA
  		                 
(18) IUH Saxony Surgery Ctr LLC

569 Brookwood Village Ste 901
Birmingham,AL35244
27-5271091 		Healthcare IN NA
  		                 
(19) ROC Surgery LLC

569 Brookwood Village Ste 901
Birmingham,AL35244
27-1497960 		Healthcare IN NA
  		                 
(20) ROCS Holdings LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
45-4148369 		Healthcare IN IUH
  		RELATED 1,822,638 5,522,746   No 0 Yes   51.000 %
(21) Senate St Surgery Center LLC

569 Brookwood Village Ste 901
Birmingham,AL35244
42-1709357 		Healthcare IN NA
  		                 
(22) SSC Holdings LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
46-4472887 		Healthcare IN IUH
  		RELATED 603,841 3,067,949   No 0 Yes   51.000 %
(23) SSSC Holdings LLC

950 N Meridian St Ste 800
Indianapolis,IN46204
45-4148167 		Healthcare IN IUH
  		RELATED 3,131,550 7,859,863   No 0 Yes   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?
Yes No
(1) BMH Medical Pavilion Association Inc

2525 W University Ave
Muncie,IN47303
35-1858408 		Condo Management IN NA
  		C       Yes  
(2) Cardinal Health Ventures Inc

950 N Meridian St Ste 800
Indianapolis,IN46204
35-1611424 		Management IN NA
  		C       Yes  
(3) CHV Capital Inc

950 N Meridian St Ste 800
Indianapolis,IN46204
26-0752507 		Venture Capital IN IUH
  		C 205,147 399,818 100.000 % Yes  
(4) IU Health 457(B) Plan

1100 N Market St
Wilmington,DE19890
47-6948347 		Investments IN IUH
  		T 0 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 15,556,658 312,538,893 100.000 % Yes  
(7) IU Health NTGI S&P500 Fund CF

PO Box 804358
Chicago,IL60680
30-6298263 		Investments IN IUH
  		T 16,288,744 363,010,456 100.000 % Yes  
(8) IU Health Plans Holding Company Inc

950 N Meridian St Ste 800
Indianapolis,IN46204
46-3794815 		Insurance IN IUH
  		C 128,446,218 30,285,599 100.000 % Yes  
(9) IU Health Plans NFP Inc

950 N Meridian St Ste 800
Indianapolis,IN46204
46-3803873 		Insurance IN NA
  		C       Yes  
(10) IU Health Plans Inc

950 N Meridian St Ste 800
Indianapolis,IN46204
26-2127080 		HMO IN IUH
  		C 28,055,151 22,990,233 100.000 % Yes  
(11) IU Health Risk Purchasing Group Inc

151 Meeting St Ste 301
Charleston,SC29401
26-0202446 		Insurance IN IUH
  		C 0 0 100.000 % Yes  
(12) IU Health Risk Retention Group Inc

151 Meeting St Ste 301
Charleston,SC29401
20-1107674 		Insurance SC IUH
  		C 0 0 100.000 % Yes  
(13) IU Health Southern IN Physicians Inc

PO Box 1149
Bloomington,IN47402
35-1913875 		Healthcare IN IUH
  		C 5,420,090 1,169,619 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 0 0 100.000 % Yes  
(15) Occ-Health Revenue Systems Inc

950 N Meridian St Ste 800
Indianapolis,IN46204
20-3308057 		Work Comp PPO IN NA
  		C       Yes  
(16) Parkmor Drug Inc

1501 S Main St
Goshen,IN46526
13-1394980 		Pharmacy Sales IN NA
  		C       Yes  
(17) PILR Inc

200 High Park Ave
Goshen,IN46526
20-4294750 		Development IN NA
  		C       Yes  
(18) Proteuo Fund LP

PO BOX 31106 89 NEXUS WAY
CAMANA BAY,GRAND CAYMAN  
CJ
98-1075227 		Investments CJ IUH
  		C 10,385,058 194,668,970 100.000 % Yes  
(19) Radiation Oncology Resources Inc

200 High Park Ave
Goshen,IN46526
26-2008424 		Healthcare IN NA
  		C       Yes  
(20) SCANS Inc

950 N Meridian St Ste 800
Indianapolis,IN46204
45-3080392 		Healthcare IN NA
  		C       Yes  
(21) Univ Hlth (Shanghai) Mgt Con Co Ltd

88 CENTURY AVE
SHANGHAI    
CH
Management CH NA
  		C       Yes  
(22) University Health Management Inc

950 N Meridian St Ste 800
Indianapolis,IN46204
27-2891143 		Management IN NA
  		C       Yes  
(23) University Health Mgmt (China) Inc

950 N Meridian St Ste 800
Indianapolis,IN46204
27-3891311 		Management IN NA
  		C       Yes  
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) IU HEALTH ARNETT INC

 A 12,463,804 FMV
(2) IU HEALTH BEDFORD INC

 A 34,565 FMV
(3) IU HEALTH BALL MEMORIAL HOSPITAL INC

 A 2,874,328 FMV
(4) IU HEALTH BLOOMINGTON INC

 A 1,388,681 FMV
(5) GOSHEN HOSPITAL ASSOCIATION INC

 A 1,162,514 FMV
(6) IU HEALTH PLANS INC

 A 172,065 FMV
(7) IUHLP Liquidation Inc

 A 21,414 FMV
(8) IU HEALTH NORTH HOSPITAL INC

 A 14,336,024 FMV
(9) REHABILITATION HOSPITAL OF INDIANA INC

 A 381 FMV
(10) IU HEALTH TIPTON HOSPITAL INC

 A 859,932 FMV
(11) IU HEALTH WEST HOSPITAL INC

 A 6,090,673 FMV
(12) IU HEALTH WHITE MEMORIAL HOSPITAL INC

 A 1,141,305 FMV
(13) METHODIST RESEARCH INSTITUTE INC

 B 494,578 FMV
(14) EWASC HOLDINGS LLC

 B 336,600 FMV
(15) IU HEALTH PLANS HOLDING COMPANY INC

 B 39,500,000 FMV
(16) METHODIST HEALTH FOUNDATION INC

 B 230,921 FMV
(17) INDIANA RADIOLOGY PARTNERS INC

 B 704,959 FMV
(18) IU HEALTH CARE ASSOCIATES INC

 B 173,694,338 FMV
(19) UNIVERSITY FAMILY PHYSICIANS INC

 B 206,872 FMV
(20) METHODIST HEALTH FOUNDATION INC

 C 6,920,559 FMV
(21) IU HEALTH ARNETT INC

 J 294,011 FMV
(22) BELTWAY SURGERY CENTERS LLC

 J 725,791 FMV
(23) IU HEALTH BLOOMINGTON INC

 J 68,644 FMV
(24) EAGLE HIGHLANDS SURGERY CENTER LLC

 J 75,000 FMV
(25) IU HEALTH CARE ASSOCIATES INC

 J 4,579,701 FMV
(26) IU HEALTH NORTH HOSPITAL INC

 J 1,790,628 FMV
(27) ROC SURGERY LLC

 J 816,168 FMV
(28) IU HEALTH SOUTHERN INDIANA PHYSICIANS INC

 J 315,737 FMV
(29) SENATE STREET SURGERY CENTER LLC

 J 87,000 FMV
(30) IU HEALTH WEST HOSPITAL INC

 J 410,039 FMV
(31) IU HEALTH BALL MEMORIAL HOSPITAL INC

 K 281,387 FMV
(32) IU HEALTH NORTH HOSPITAL INC

 K 284,511 FMV
(33) IU HEALTH ARNETT INC

 L 40,605,434 FMV
(34) IU HEALTH BEDFORD INC

 L 7,880,080 FMV
(35) IU HEALTH BLACKFORD INC

 L 1,119,091 FMV
(36) IU HEALTH BALL MEMORIAL HOSPITAL INC

 L 33,521,782 FMV
(37) IU HEALTH BALL MEMORIAL PHYSICIANS INC

 L 1,672,771 FMV
(38) BALL OUTPATIENT SURGERY CENTER LLC

 L 792,661 FMV
(39) BELTWAY SURGERY CENTER LLC

 L 4,115,785 FMV
(40) IU HEALTH BLOOMINGTON INC

 L 45,659,667 FMV
(41) CLARIAN TRANSPLANT INSTITUTE INC

 L 136,239 FMV
(42) EAGLE HIGHLANDS SURGERY CENTER LLC

 L 1,221,104 FMV
(43) GOSHEN HOSPITAL ASSOCIATION INC

 L 793,706 FMV
(44) INDIANA UNIVERSITY HEALTH PLANS INC

 L 344,432 FMV
(45) INDIANA ENDOSCOPY CENTERS LLC

 L 710,860 FMV
(46) IU HEALTH CARE ASSOCIATES INC

 L 30,146,944 FMV
(47) IUHLP Liquidation Inc

 L 1,740,704 FMV
(48) MDWISE NETWORK INC

 L 2,482,287 FMV
(49) IU HEALTH MORGAN INC

 L 1,436,996 FMV
(50) IU HEALTH NORTH HOSPITAL INC

 L 23,389,179 FMV
(51) IU HEALTH PAOLI INC

 L 3,821,170 FMV
(52) ROC SURGERY LLC

 L 1,175,076 FMV
(53) IU HEALTH SAXONY SURGERY CENTER LLC

 L 455,079 FMV
(54) SENATE STREET SURGERY CENTER LLC

 L 1,434,195 FMV
(55) IU HEALTH TIPTON HOSPITAL INC

 L 5,663,367 FMV
(56) IU HEALTH WEST HOSPITAL INC

 L 18,277,298 FMV
(57) IU HEALTH WHITE MEMORIAL HOSPITAL INC

 L 2,966,157 FMV
(58) IU HEALTH ARNETT INC

 M 883,028 FMV
(59) IU HEALTH BALL MEMORIAL PHYSICIAN INC

 M 71,608 FMV
(60) CHV FUND I LLC

 M 500,000 FMV
(61) CHV FUND II LLC

 L 295,019 FMV
(62) CLARIAN TRANSPLANT INSTITUTE INC

 M 3,430,716 FMV
(63) HEALTHLINC INC

 M 74,850 FMV
(64) HEALTH VENTURE MANAGEMENT LLC

 M 3,698,396 FMV
(65) IU HEALTH CARE ASSOCIATES INC

 M 78,309,930 FMV
(66) METHODIST OCCUPATIONAL HEALTH CENTERS INC

 M 1,403,621 FMV
(67) IU HEALTH NORTH HOSPITAL INC

 M 523,270 FMV
(68) IU HEALTH SOUTHERN INDIANA PHYSICIANS INC

 M 436,087 FMV
(69) IU HEALTH ARNETT INC

 O 1,310,266 FMV
(70) IU HEALTH BEDFORD INC

 O 1,259,696 FMV
(71) IU HEALTH BALL MEMORIAL HOSPITAL INC

 O 1,527,730 FMV
(72) BELTWAY SURGERY CENTERS LLC

 O 294,915 FMV
(73) IU HEALTH BLOOMINGTON INC

 O 678,225 FMV
(74) IUH ASSURANCE SPC LTD

 O 506,250 FMV
(75) EAGLE HIGHLANDS SURGERY CENTER LLC

 O 121,749 FMV
(76) IU HEALTH PLANS INC

 O 122,208 FMV
(77) IU HEALTH CARE ASSOCIATES INC

 O 13,954,905 FMV
(78) IUHLP Liquidation Inc

 O 51,200 FMV
(79) IU HEALTH MORGAN INC

 O 259,259 FMV
(80) IU HEALTH NORTH HOSPITAL INC

 O 2,563,647 FMV
(81) IU HEALTH PAOLI INC

 O 90,698 FMV
(82) ROC SURGERY LLC

 O 122,067 FMV
(83) IU HEALTH TIPTON HOSPITAL INC

 O 461,042 FMV
(84) IU HEALTH WEST HOSPITAL INC

 O 618,053 FMV
(85) IUH ASSURANCE SPC LTD

 R 5,780,173 FMV
(86) IU HEALTH RISK RETENTION GROUP INC

 R 8,059,792 FMV
(87) BOSC HOLDINGS LLC

 S 2,184,840 FMV
(88) BSC HOLDINGS LLC

 S 14,194,968 FMV
(89) EHSC HOLDINGS LLC

 S 3,763,647 FMV
(90) IEC HOLDINGS LLC

 S 3,220,688 FMV
(91) ROCS HOLDINGS LLC

 S 1,618,740 FMV
(92) SSC HOLDINGS LLC

 S 781,786 FMV
(93) SSSC HOLDINGS LLC

 S 3,369,476 FMV
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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) 2015

Additional Data


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