TY 2018 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) LYNN H COYNE...................................................................... (SCR) DIRECTOR/BOARD CHAIR	2.0 ................. 5.0	X	X		0	0	0
(2) JOYCE B POLING...................................................................... (SCR) DIRECTOR/Secretary	2.0 ................. 5.0	X	X		0	0	0
(3) JAMES J LAUGHLIN MD...................................................................... (SCR) DIRECTOR	2.0 ................. 53.0	X			0	456,043	13,700
(4) MATTHEW D BAILEY...................................................................... PRESIDENT (SCR) (Part Year)	25.0 ................. 30.0	X	X		0	1,493,222	329,267
(5) BRIAN T SHOCKNEY...................................................................... President (SCR) (Part Year)	25.0 ................. 30.0	X	X		274,723	222,658	80,275
(6) Daniel J Peterson...................................................................... Chairman (SCR)	2.0 ................. 5.0	X	X		0	0	0
(7) Jack A Kenworthy...................................................................... Vice Chairman (SCR)	2.0 ................. 5.0	X	X		0	0	0
(8) Danny L Moore...................................................................... Treasurer (SCR) (Part Year)	2.0 ................. 5.0	X	X		0	0	0
(9) Richard G Hendrickson...................................................................... Dir/Treasur (SCR) (Part Year)	2.0 ................. 5.0	X	X		0	3,600	0
(10) David L Beachy DO...................................................................... (SCR) Director	2.0 ................. 53.0	X			0	287,229	37,429
(11) Alfonso W Gatmaitan...................................................................... (SCR) Director	2.0 ................. 53.0	X			0	3,058,805	1,037,833
(12) Julie Minton...................................................................... (SCR) Director (Part Year)	2.0 ................. 5.0	X			0	0	0
(13) Janet Farlow Perry...................................................................... (SCR) Director	2.0 ................. 5.0	X			0	0	0
(14) Hojjat M Shamloo MD...................................................................... (SCR) Director	2.0 ................. 53.0	X			0	484,042	44,168
(15) John S Strobel MD...................................................................... (SCR) Director	2.0 ................. 53.0	X			0	721,056	38,285
(16) MICHAEL L CRAIG...................................................................... VP & CFO (SCR)	25.0 ................. 30.0		X		0	279,207	29,312
(17) KENNETH E MARSHALL MD...................................................................... VP & CMO (SCR) (PARTIAL YEAR)	25.0 ................. 30.0			X	180,306	150,755	33,144

(A) Name and business address	(B) Description of services	(C) Compensation
ARAMARK, 27310 NETWORK PLACE CHICAGO,IL60673	FACILITIES	5,052,887
FA WILHELM CONSTRUCTION CO INC, 3914 Prospect Street INDIANAPOLIS,IN46203	Construction	9,738,917
HELLMUTH OBATA KASSABAUM INC, 10 S BROADWAY SUITE 200 ST LOUIS,MO63102	DESIGN/ENGINEERING	4,280,814
MEDEFIS, PO Box 5068 NEW YORK,NY100875068	Staffing	3,278,909
CSO ARCHITECTS INC, PO BOX 6069 DEPT 94 INDIANAPOLIS,IN462066069	Architectural/Design	2,032,225
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 35

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH BLOOMINGTON INC

Employer identification number

35-1720796

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 12, check only one box.)

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

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

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

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

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

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

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

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

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

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

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

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

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

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

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

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

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

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

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


Total

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

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2018

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

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

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

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2017 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2018. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

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

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2017 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2018 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2017 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2018. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

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

Schedule A (Form 990 or 990-EZ) 2018

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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

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

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

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

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

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

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

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

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

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

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

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (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.

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) .

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).

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

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

Did a disqualified person (as defined in line 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.

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

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) 2018

Page 5

Part IV

Supporting Organizations (continued)

Yes

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

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

11a

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

11b

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

11c

Section B. Type I Supporting Organizations

Yes

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

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

Section C. Type II Supporting Organizations

Yes

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

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (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?

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

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

Section E. Type III Functionally-Integrated Supporting Organizations

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

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

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

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

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

Yes

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

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

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

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

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

Schedule A (Form 990 or 990-EZ) 2018

Page 6

Part V

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

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

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

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

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2018

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 2018 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-2018	(iii) Distributable Amount for 2018
1 Distributable amount for 2018 from Section C, line 6
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2018:
a From 2013.......
b From 2014.......
c From 2015.......
d From 2016.......
e From 2017.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2018 distributable amount
i Carryover from 2013 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2018 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2018 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2019. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2014......
b Excess from 2015.....
c Excess from 2016.....
d Excess from 2017.....
e Excess from 2018.....

Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018

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) 2018

Additional Data

Software ID:
Software Version:

- TIN:

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

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Name of the organization

INDIANA UNIVERSITY HEALTH BLOOMINGTON INC

Employer identification number

35-1720796

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

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

Special Rules

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

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

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

Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2

Name of organization INDIANA UNIVERSITY HEALTH BLOOMINGTON INC

Part I	Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 3

Name of organization INDIANA UNIVERSITY HEALTH BLOOMINGTON INC		Employer identification number 35-1720796

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) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 4


Name of organization INDIANA UNIVERSITY HEALTH BLOOMINGTON INC			Employer identification number 35-1720796
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

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 BLOOMINGTON INC

Employer identification number

35-1720796

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

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

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

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

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

Yes No

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

Yes No

If "Yes," describe in Part IV.

Part I-C

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

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

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

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

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

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
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) 2018

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

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

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

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ...............................
c	Total lobbying expenditures (add lines 1a and 1b) ...................................................................
d	Other exempt purpose expenditures ........................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ...............................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2015	(b) 2016	(c) 2017	(d) 2018	(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) 2018

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)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

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

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

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

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

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

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

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

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

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

Yes

12,959

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

12,959

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

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

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

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

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

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

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

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

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

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

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

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

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

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

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

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

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
Schedule C, Part II-B, Line 1i - Other Activities	IU Health Bloomington paid institutional membership dues to the American Hospital Association ("AHA"), Indiana Hospital Association ("IHA") and The Greater Bloomington Chamber of Commerce during 2018 in the amount of $42,811, $34,425 and $13,400, respectively. Each membership organization notified IU Health Bloomington that a portion of the dues it paid were used for lobbying purposes. The AHA used 22.98%, or $9,838 of the 2018 membership dues paid by IU Health Bloomington, for lobbying expenditures. The IHA used 7.12%, or $2,451 of the 2018 membership dues paid by IU Health Bloomington, for lobbying expenditures. The Greater Bloomington Chamber of Commerce use $5.00%, or $670 of the 2018 membership dues paid by IU Health Bloomington, for lobbying expenditures. The total membership dues paid to these organizations by IU Health Bloomington during 2018 that were attributable to lobbying expenditures was $12,959.

Return Reference

Explanation

Schedule C, Part II-B, Line 1i - Other Activities

IU Health Bloomington paid institutional membership dues to the American Hospital Association ("AHA"), Indiana Hospital Association ("IHA") and The Greater Bloomington Chamber of Commerce during 2018 in the amount of $42,811, $34,425 and $13,400, respectively. Each membership organization notified IU Health Bloomington that a portion of the dues it paid were used for lobbying purposes. The AHA used 22.98%, or $9,838 of the 2018 membership dues paid by IU Health Bloomington, for lobbying expenditures. The IHA used 7.12%, or $2,451 of the 2018 membership dues paid by IU Health Bloomington, for lobbying expenditures. The Greater Bloomington Chamber of Commerce use $5.00%, or $670 of the 2018 membership dues paid by IU Health Bloomington, for lobbying expenditures. The total membership dues paid to these organizations by IU Health Bloomington during 2018 that were attributable to lobbying expenditures was $12,959.

Schedule C (Form 990 or 990EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," 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.
SchDMd Bullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH BLOOMINGTON INC

Employer identification number

35-1720796

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 ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

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

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

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

Yes No

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

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

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

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

(ii)

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

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

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

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

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

Cat. No. 52283D

Schedule D (Form 990) 2018

Page 2

Part III

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

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

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

Yes No


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

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

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds. Complete if the organization answered "Yes" 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 ....	13,334,836	4,906,654	4,906,654	4,906,654	4,817,324
b	Contributions ...		8,468,719			89,330
c	Net investment earnings, gains, and losses		16,073
d	Grants or scholarships ...		49,762
e	Other expenditures for facilities and programs ...		4,513
f	Administrative expenses ....		2,335
g	End of year balance ......	13,334,836	13,334,836	4,906,654	4,906,654	4,906,654

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

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

41.700 %

Temporarily restricted endowment SchDMd Bullet

58.300 %

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

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

Yes

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

3a(i)

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

3a(ii)

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

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 .....	19,741,447		19,741,447
b	Buildings ....	154,956,495	136,107,857	18,848,638
c	Leasehold improvements	7,487,767	5,800,732	1,687,035
d	Equipment ....	132,219,258	110,879,927	21,339,331
e	Other .....	43,561,626	4,665,902	38,895,724
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				100,512,175

Schedule D (Form 990) 2018

Page 3

Part VII

InvestmentsOther 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram 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.)

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.)...........

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)	18,346,906
DUE TO THIRD-PARTY PAYERS	2,718,662
SELF-INSURANCE LIABILITIES	311,422
ENVIRONMENTAL OBLIGATIONS	412,602
ACCRUED LOAN GUARANTEES	-46,804
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	21,742,788
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) 2018

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

Temporarily and permanently restricted net assets are generally restricted for indigent and other patient care services, medical education and research programs, and medical supplies and equipment.

Schedule D, Part X, Line 2 - FIN 48 (ASC 740) Footnote

IU Health Bloomington is a subsidiary in IU Health's Consolidated Audited Financial Statements. The Internal Revenue Service (IRS) has determined that IU Health and certain of its affiliated entities are tax-exempt organizations as defined in Section 501(c)(3) of the Internal Revenue Code (IRC). IU Health and its tax-exempt affiliates are, however, subject to federal and state income taxes on unrelated business income under the provision of IRC Section 511. The Tax Cuts and Jobs Act (TCJA) was enacted on December 22, 2017. For tax-exempt entities, TCJA requires organizations to categorize certain fringe benefit expenses as a source of unrelated business income subject to tax, pay an excise tax on compensation above certain thresholds, and record income or losses for tax determination purposes from unrelated business activities on an activity-by-activity basis, among other provisions. Regulations necessary to implement certain aspects of TCJA are expected to be promulgated by the IRS in 2019. As of and for the year ended December 31, 2018, Indiana University Health has made reasonable estimates of the provision for income taxes, the compensation excise tax, and the effects, if any, on existing deferred tax balances based on accounting guidance included in Accounting Standards Codification (ASC) 740, Income Taxes. Indiana University Health will continue to refine its calculations in future periods, as additional regulations and guidance are issued by the IRS. Deferred income taxes which as of December 31, 2018 and 2017, have no net carrying value, reflect the net tax effect of temporary differences between the carrying amounts of assets and liabilities for financial reporting and the amounts used for income tax purposes. As of December 31, 2018 and 2017, the Indiana University Health System had gross deferred tax assets of $119,965 and $93,794, respectively, primarily relating to net operating loss carryovers. Management determined that a full valuation allowance at December 31, 2018 and 2017 was necessary to reduce the deferred tax assets to the amount that would more likely than not be realized. ASC Topic 740-10-50-3, Income Taxes: Disclosure, requires a valuation allowance to reduce the deferred tax assets reported if, based on the weight of the evidence, it is more likely than not that some portion or all of the deferred tax assets will not be realized. The change in the valuation allowance for the current year is $26,171. At December 31, 2018, the Indiana University Health System has available net operating loss carryforwards of $482,349. Net operating losses generated from 1999 through 2017 will expire between 2019 and 2037. Net operating losses generated during 2018 do not expire. Certain subsidiaries of Indiana University Health are taxable entities. The tax expense and liabilities of these subsidiaries are not material to the consolidated financial statements.

Schedule D (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

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

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH BLOOMINGTON INC

Employer identification number

35-1720796

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

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

Yes

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

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

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

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

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

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

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

Yes

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

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

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

Yes

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

Yes

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

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .		5,430	5,493,696		5,493,696	1.610 %
b	Medicaid (from Worksheet 3, column a) . . . . .		7,061	70,860,670	54,072,427	16,788,243	4.930 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .		12,491	76,354,366	54,072,427	22,281,939	6.540 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	18	42,607	3,746,620	186,625	3,559,995	1.050 %
f	Health professions education (from Worksheet 5) . . .	4	3,146	704,598	205,937	498,661	0.150 %
g	Subsidized health services (from Worksheet 6) . . . .	3	982	21,627,060	13,991,297	7,635,763	2.240 %
h	Research (from Worksheet 7) .	1		8,165		8,165
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	3	483	680,081	598,486	81,595	0.020 %
j	Total. Other Benefits . .	29	47,218	26,766,524	14,982,345	11,784,179	3.460 %
k	Total. Add lines 7d and 7j .	29	59,709	103,120,890	69,054,772	34,066,118	10.000 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2018

Schedule H (Form 990) 2018

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	(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	2	244	3,062	3,062
7	Community health improvement advocacy	1	5,075	42,053	42,053	0.010 %
8	Workforce development	1	12	5,139	5,139
9	Other
10	Total	4	5,331	50,254	50,254	0.010 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

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

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

5,493,696

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

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

94,251,135

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

103,427,287

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

-9,176,152

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

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

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1SEE PART VI	AMBULATORY SURGERY CENTER	50 %	50 %
2SEE PART VI	DIAG. AND OTHER OUTPATIENT	50 %	50 %
3SEE PART VI	AMBULATORY SURGERY CENTER	50 %	50 %
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2018

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?1Name, 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)
1	IU HEALTH BLOOMINGTON HOSPITAL 601 WEST SECOND STREET BLOOMINGTON,IN47403 SEE PART V, SECTION C 18-005047-1	X	X	X

Schedule H (Form 990) 2018

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)

	IU HEALTH BLOOMINGTON HOSPITAL
Name of hospital facility or letter of facility reporting group

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

Yes

Community Health Needs Assessment

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

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

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

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

A definition of the community served by the hospital facility

Demographics of the community

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

How data was obtained

The significant health needs of the community

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

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

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

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 18

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

Yes

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

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

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

Yes

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

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

Other website (list url):

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

Other (describe in Section C)

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

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 19

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

Yes

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

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

10b

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

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

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

12b

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) 2018

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	IU HEALTH BLOOMINGTON HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

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

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.% and FPG family income limit for eligibility for discounted care of 0.%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

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

Yes

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

Yes

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

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

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

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

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

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

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

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

SEE PART V, SECTION C

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

SEE PART V, SECTION C

A plain language summary of the FAP was widely available on a website (list url):
SEE PART V, SECTION C

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

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

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

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

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

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2018

Page 6

Part VFacility Information (continued)

Billing and Collections

	IU HEALTH BLOOMINGTON HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

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 nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs

Made a reasonable effort to orally notify individuals about the FAP and FAP application process

Processed incomplete and complete FAP applications

Made presumptive eligibility determinations

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

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

The hospital facility’s policy was not in writing

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

Other (describe in Section C)

Schedule H (Form 990) 2018

Page 7

Part VFacility Information (continued)

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

	IU HEALTH BLOOMINGTON HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

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

If "Yes," explain in Section C.

Schedule H (Form 990) 2018

Page 8

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, 16j, 18e, 19e, 20e, 21c, 21d, 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 B, Line 5 - Input from Community	In conducting its most recent CHNA, IU Health Bloomington's approach to gathering qualitative data consisted of a multi-component approach to identify and verify community health needs for the IU Health Bloomington service area. This included the following components: 1. Community Meetings 2. Key Stakeholders Interviews 3. Community Survey Community Meetings (Monroe & Owen Counties) To obtain a more complete picture of the factors that play into the Monroe and Owen County community health, input from local leaders with a stake in the community's health were invited to attend a community health sub-committee meeting on May 8, 2018 held at IU Health Bloomington. Organizations who participated in the focus groups are as follows: - Bloomington Economic Development Center - Bloomington Health Foundation - Bloomington North High School - Monroe County Health Department - Local Council of Women - United Way of Monroe County - Slotegraff and Niehoff The meeting began with a presentation that discussed the goals and status of the CHNA process and the purpose of the community meeting. Then, secondary data were presented, along with a summary of the most unfavorable community health indicators. For the community served by IU Health Bloomington Hospital, those indicators were (in alphabetical order): - Cardiovascular diseases and related mortality - Drug and substance abuse - Motor vehicle accidents and drunk driving - Physically and mentally unhealthy days - Poverty and un-employment - Severe housing problems - Smoking, including during pregnancy - Supply of primary care physicians and mental health providers Meeting participants then were asked to discuss whether the identified, unfavorable indicators accurately identified the most significant community health issues and were encouraged to add issues that they believed were significant.Several issues were added, such as: childhood poverty, transportation needs, infant mortality, sexually transmitted diseases, obesity, patient compliance, and chronic disease. In addition, the group decided it would be best to split poverty and un-employment into two distinct needs. After discussing the needs identified through secondary data and adding others to the list, each participant was asked through a voting process to identify three to five needs they consider to be the most significant. From this process, the group identified these five needs as being the most significant in the community served by IU Health Bloomington Hospital: - Drug and substance abuse - Chronic disease - Smoking, including during pregnancy - Obesity - Physically and mentally unhealthy days In addition to the sub-committee meeting, two open focus groups were conducted at local schools in Monroe County and a third open focus group was conducted at the Owen County YMCA. A member of the Owen County Health Board attended the Owen County YMCA focus group. In total, 18 individuals participated in these focus groups. Individual interviews were conducted with people experiencing or recently experiencing homelessness and the Bloomington Commission on Aging. The top health issues identified were: - Homelessness - Lack of mental healthcare providers - Transportation to healthcare appointments for those without vehicles - Food Insecurities - Substance Abuse - Children and infants in need - Housing - Healthcare During the meetings, a range of other topics were discussed including: - Resource access - Substance use - Food insecurity - Importance of side-walks for community building, - transportation, and recreation - Healthcare - Basic needs - Homelessness - Childhood conditions - Understanding self - sense of belonging to community - Transportation - Social connections - Insurance - High cost of housing - Care of older adults in the community - Mental health After comparing, the data gathered from the meetings and interviews, the following five needs were noted as the most significant for the community served by IU Health Bloomington Hospital: - Drug and substance abuse - Chronic disease - Smoking, including during pregnancy - Obesity - Mental health Community Meeting (Lawrence County) To obtain a more complete picture of the factors that play into the Lawrence community health, input from local leaders with a stake in the community's health were invited to attend a community health sub-committee meeting on April 10, 2018 held at IU Health Bedford. Organizations who participated in the focus groups are as follows: - Bedford Public Library - Bedford Chamber of Commerce - City of Bedford - City of Bedford Parks and Recreation - Purdue Extension - Stone City Products The meeting began with a presentation that discussed the goals and status of the CHNA process and the purpose of the community meeting. Then, secondary data were presented, along with a summary of the most unfavorable community health indicators. For the community served by IU Health Bloomington Hospital, those indicators were (in alphabetical order): - Chronic Disease management and mortality - Low birthweight and teen birth rates - Mental illness and supply of mental health providers - Mortality from motor vehicle accidents and other injuries - Obesity and physical inactivity - Smoking and smoking during pregnancy - Unemployment and economic factors Meeting participants then were asked to discuss whether the identified, unfavorable indicators accurately identified the most significant community health issues and were encouraged to add issues that they believed were significant. Several issues were added, such as: substance abuse and treatment, access to and pricing of healthcare, collaboration in the community on health needs, and healthy food access and knowledge. During the meetings, a range of other topics were discussed including: - Hospital admission that are preventable - Skills gap in local area compared to job opportunities - Mental health stigma - Smoking policies - Limited resources in the community - Lack of awareness of existing programs/resources - Population patterns in the world and in rural communities After discussing the needs identified through secondary data and adding others to the list, each participant was asked through a voting process to identify three to five needs they consider the most significant. From this process, the group identified five needs as being the most significant in the Lawrence County community: - Substance abuse and treatment - Obesity and physical inactivity - Access to and pricing of healthcare - Unemployment and economic factors/workforce training and education - Mental illness and supply of mental health providers Key Stakeholder Interviews (Monroe and Lawrence Counties) IU Health Bloomington also conducted key stakeholder interviews with representatives of the Monroe and Lawrence County Health Departments. An interview was not conducted with the Owen County Health Department; however, a member of the Owen County Health Board attended the Owen county YMCA focus group. The interviews were conducted to assure that appropriate and additional input was received from the governmental public health officials. Accordingly, the results of the community meetings were discussed and insights were sought regarding significant community health needs, why such needs are present, and how they can be addressed. The interviews were guided by a structural protocol that focused on opinions regarding significant community health needs, describing why such needs are present, and seeking ideas for how to address them. Monroe County The interviewee confirmed that the needs identified through the community meetings were all issues, including: - Drug and substance abuse - Chronic disease - Smoking, including pregnancy - Obesity - Physical Inactivity Overall, services for mental health and substance abuse treatment were considered some of the most significant needs. Substance abuse continues to be a major issue and seems to have increased in recent years despite many efforts to curb the epidemic. While obesity has improved in recent times in Monroe County, it is still an issue and leading to chronic diseases such as heart disease and diabetes. Early childhood trauma and early adult trauma were identified as contributing factors for many of these issues as it was thought that many who experience traumatic events do not learn coping skills to carry on later into life. Access to health care and health services is a need. Although Monroe County has an abundance of resources, it is often difficult to get economically disadvantaged populations to affordable providers. Basic needs insecurity is an issue for certain residents, and affects many aspects of health. Encouraging vaccinations in the community is an important need, as conditions like mumps, measles and others seem to have been revitalized. Public health funding is a major need, as funding opportunities are typically for new programs while previously established programs have difficulty maintaining their
Schedule H, Part V, Section B, Line 7a - CHNA Website	A copy of IU Health Bloomington's CHNA is available on its website at the following URL: https://iuhealth.org/in-the-community
Schedule H, Part V, Section B, Line 10a - Implementation Strategy Website	A copy of IU Health Bloomington's CHNA implementation strategy is available on its website at the following URL: https://iuhealth.org/in-the-community
Schedule H, Part V, Section B, Line 11 - Addressing Identified Needs	In conjunction with the CHNA, IU Health Bloomington's Board adopted an implementation strategy in April 2019 relating to the 2018 CHNA. IU Health Bloomington prioritized and determined which of the community health needs identified in its most recently conducted CHNA was most critical for it to address. IU Health Bloomington will address the following community health needs between 2019 and 2021: -Access to Healthcare Services -Chronic Disease and Chronic Disease Management -Drug and Substance Abuse (including Opioids and Alcohol) -Obesity, Diabetes and Physical Inactivity -Mental Health -Senior Health -Social Determinants of Health IU Health uses the term Behavioral Health to refer to Mental Health and Drug and Substance Abuse (including Opioids and Alcohol). Access to Healthcare IU Health Bloomington's implementation strategy to address the identified need of Access to Healthcare includes the following: -Implement a medical neighborhood approach to increase delivery of coordinated healthcare to patients. -Community organizations and members will have access to information about services to support health and wellness. -Support development of a community portal with referral to services. -Develop congregational support through a community collaboration. -Conduct prediabetes screenings in the community to identify people at-risk for diabetes and chronic disease. -Support evidence-based obesity prevention programs: GOAL (Get Onboard Active Living); Moving Forward, and Goal University Chronic Disease and Chronic Disease Management -Implement a medical neighborhood approach to increase delivery of coordinated healthcare to patients. -Community organizations and members will have access to information about services to support health and wellness. -Support development of a community portal with referral to services. -Develop congregational support through a community collaboration. -Develop an integrated pathway for diabetes, hypertension, hyperlipidemia prevention and comprehensive education and care. -Conduct prediabetes screenings in the community to identify people at-risk for diabetes and chronic disease. -Support evidence-based obesity prevention programs: GOAL (Get Onboard Active Living); Moving Forward, and Goal University -Identify at-risk populations, such as pregnant moms, youth, and adults using tobacco products and refer to services. Obesity, Diabetes and Physical Inactivity IU Health Bloomington's implementation strategy to address the identified need of Obesity, Diabetes and Physical Inactivity includes the following: -Develop an integrated pathway for diabetes, hypertension, hyperlipidemia prevention and comprehensive education and care. -Conduct prediabetes screenings in the community to identify people at-risk for diabetes and chronic disease. -Support evidence-based obesity prevention programs: GOAL (Get Onboard Active Living); Moving Forward, and Goal University Behavioral Health (includes Drug & Substance Abuse and Mental Health) IU Health Bloomington's implementation strategy to address the identified need of Behavioral Health includes the following: -Women with children and pregnant women who have behavioral health and/or substance use issues will be identified early and receive care through IU Health Bloomington Women's Clinics. -Provide and promote drug take-back program in the hospital. -Develop behavioral health access and appointment system of support for Positive Link client's onsite. -Provide services and upgrade area for confidential support in collaboration with Volunteers of America. -Support caregivers caring for family or dependents with dementia. -Provide staff from Alzheimer's Resource Services to support the Memory Clinic. Senior Health IU Health Bloomington's implementation strategy to address the identified need of Senior Health includes the following: -Support caregivers caring for family or dependents with dementia. -Provide staff from Alzheimer's Resource Services to support the Memory Clinic. Also, IU Health Bloomington will address all community health needs based on their 2018 Community Health Needs Assessment.
Schedule H, Part V, Section B, Line 13b - Income Level Other than FPG	In addition to FPG, IU Health Bloomington may take into consideration a patient's income and/or ability to pay in calculation of a financial assistance award.
Schedule H, Part V, Section B, Line 13h - Other FAP Factors	IU Health Bloomington takes into consideration several other factors in determining patient eligibility for financial assistance. These factors include the following: 1. IU Health's Individual Solutions Department Prior to seeking Financial Assistance under the FAP, all patients or their guarantors must consult with a member of IU Health's Individual Solutions department to determine if healthcare coverage may be obtained from a government insurance/assistance product or from the Health Insurance Exchange Marketplace. 2. Alternate Sources of Assistance When technically feasible, a patient will exhaust all other state and federal assistance programs prior to receiving an award from IU Health Bloomington's Financial Assistance Program. Patients who may be eligible for coverage under an applicable insurance policy, including, but not limited to, health, automobile, and homeowner's, must exhaust all insurance benefits prior to receiving an award from IU Health Bloomington's Financial Assistance Program. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. Patients may be asked to show proof that such a claim was properly submitted to the proper insurance provider at the request of IU Health Bloomington. Eligible patients who receive medical care from IU Health Bloomington 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 Bloomington is entitled. In the event a Financial Assistance Award has already been granted in such circumstances, IU Health Bloomington reserves the right to reverse the award in an amount equal to the amount IU Health Bloomington would be entitled to receive had no Financial Assistance been awarded. 3. Alternate Methods of Eligibility Determination IU Health Bloomington will conduct a quarterly review of all accounts placed with a collection agency partner for a period of no less than one hundred and twenty (120) days after the account is eligible for an Extraordinary Collection Action ("ECA"). Said accounts may be eligible for assistance under the FAP based on the patient's individual scoring criteria. To ensure all patients potentially eligible for Financial Assistance under the FAP may receive Financial Assistance, IU Health Bloomington will deem patients/guarantors to be presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs, received emergency or direct admit care, and satisfied his/her required co-pay/deductible: -Indiana Children's Special Health Care Services -Medicaid -Healthy Indiana Plan -Patients who are awarded Hospital Presumptive Eligibility (HPE) -Enrolled in a state and/or federal program that verifies the patient's gross household income is less than or equal to 200% of the Federal Poverty Level 4. Additional Considerations Financial Assistance may be granted to a deceased patient's account if said patient is found to have no estate. Additionally, IU Health Bloomington will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance application. 5. Non-Emergent Services Down Payment Uninsured Patients presenting for scheduled or other non-emergent services will not be charged more than the Amounts Generally Billed ("AGB") AGB for their services. Patients will receive an estimated AGB cost of their care prior to IU Health Bloomington rendering the services and will be asked to pay a down-payment percentage of the AGB adjusted cost prior to receiving services. In the event a patient is unable to fulfill the down-payment, their service may be rescheduled for a later date as medically prudent and in accordance with all applicable federal and state laws and/or regulations. 6. Emergency Services Non-Refundable Deposit This section will be implemented with a strict adherence to EMTALA and IU Health Policy ADM 1.32, Screening and Transfer of Emergency or Unstable Patients. Amount of Non-Refundable Deposit All Uninsured Patients presenting for services at IU Health Bloomington's Emergency Department, via transfer from another hospital facility, or direct admission, will be responsible for a one-hundred dollar ($100.00) non-refundable deposit for services rendered. Patients/guarantors will be responsible for any copays and/or deductibles required by their plan prior to full Financial Assistance being applied. Uninsured Patients wishing to make an application for Financial Assistance greater than the AGB must fulfill their non-refundable deposit prior to IU Health Bloomington processing said application. Uninsured Patients making payments toward their outstanding non-refundable deposit balance will have said payments applied to their oldest application on file, if applicable.
Schedule H, Part V, Section B, Line 16a - FAP Website	A copy of IU Health Bloomington's FAP is available on the following website: https://iuhealth.org/pay-a-bill/financial-assistance
Schedule H, Part V, Section B, Line 16b - FAP Application Website	A copy of IU Health Bloomington's FAP Application is available on the following website: https://iuhealth.org/pay-a-bill/financial-assistance
Schedule H, Part V, Section B, Line 16c - FAP PlS Website	A plain language summary of the FAP, including translated copies, is available on the following website: https://iuhealth.org/pay-a-bill/financial-assistance
Schedule H, Part V, Section B, Line 16j - Other Measures to Publicize	IU Health Bloomington takes several other measures to publicize its FAP within the community. These measures include the following: 1. Conspicuous public displays will be posted in appropriate acute care settings such as the emergency department and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 2. IU Health Bloomington will include a conspicuous written notice on all patient billing statements that notifies the patient about the availability of this Policy, and the telephone number of its Customer Service Department which can assist patients with any questions they may have regarding this Policy. 3. IU Health Bloomington Customer Service representatives will be available via telephone Monday through Friday, excluding major holidays, from 8:00 a.m. to 7:00 p.m. Eastern Time to address questions related to this Policy. 4. IU Health Bloomington will broadly communicate this Policy as part of its general outreach efforts. 5. IU Health Bloomington will educate its patient facing team members of the FAP and the process for referring patients to the Program.
Schedule H, Part V, Section B, Line 3e Prioritized Health Needs	IU Health Bloomington's 2018 Community Health Needs Assessment (CHNA) Report includes a prioritized description of significant health needs in the community. The CHNA report identified the following seven needs as priorities for IU Health Bloomington: -Access to Healthcare Services -Chronic Disease and Chronic Disease Management -Drug and Substance Abuse (including Opioids and Alcohol) -Mental Health -Obesity, Diabetes, and Physical Inactivity -Senior Health -Social Determinants of Health IU Health uses the term behavioral health to refer to mental health and drug and substance abuse (including opioids and alcohol).
Schedule H, Part V, Section A, Line 1 Primary Website Address	https://iuhealth.org/find-locations/iu-health-bloomington-hospital

Schedule H (Form 990) 2018

Page 9

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?25
Name and address		Type of Facility (describe)
1	BLOOMINGTON ENDOSCOPY CENTER 550 LANDMARK AVE BLOOMINGTON,IN47402	AMBULATORY SURGERY
2	SOUTHERN INDIANA SURGERY CENTER 2800 REX GROSSMAN BLVD BLOOMINGTON,IN47403	AMBULATORY SURGERY
3	GREEN COUNTY WIC 200 E MAIN ST STE 1 BLOOMFIELD,IN47424	DIAGNOSTIC AND OTHER OUTPATIENT
4	IU HEALTH ADVANCED HEART CARE CENTER 714 S ROGERS ST BLOOMINGTON,IN47403	DIAGNOSTIC AND OTHER OUTPATIENT
5	IU HEALTH ANTICOAGULATOIN CLINIC 451 LANDMARK AVE BLOOMINGTON,IN47403	DIAGNOSTIC AND OTHER OUTPATIENT
6	IU HEALTH BEHAVIORAL HEALTH 445 LANDMARK AVE BLOOMINGTON,IN47404	DIAGNOSTIC AND OTHER OUTPATIENT
7	IU HEALTH BLOOMINGTON OCCUP SERVICES 326 S WOODCREST DR BLOOMINGTON,IN47401	DIAGNOSTIC AND OTHER OUTPATIENT
8	IU HEALTH BLOOMINGTON URGENT CARE EAST 326 S WOODCREST BLOOMINGTON,IN47401	DIAGNOSTIC AND OTHER OUTPATIENT
9	IU HEALTH CANCER RADIATION CENTER 2620 COTA DR BLOOMINGTON,IN47404	DIAGNOSTIC AND OTHER OUTPATIENT
10	IU HEALTH CANCER RADIATION CENTER 9149 SR 37 RR 11 BEDFORD,IN47421	DIAGNOSTIC AND OTHER OUTPATIENT
11	IU HEALTH CHILDREN'S THERAPY CENTER 4935 W ARLINGTON RD STE B C BLOOMINGTON,IN47404	DIAGNOSTIC AND OTHER OUTPATIENT
12	IU HEALTH COMMUNITY HEALTH 333 E MILLER DR BLOOMINGTON,IN47401	DIAGNOSTIC AND OTHER OUTPATIENT
13	IU HEALTH COMMUNITY HEALTH EDUC CENTER 431 S COLLEGE BLOOMINGTON,IN47403	DIAGNOSTIC AND OTHER OUTPATIENT
14	IU HEALTH DIABETES CENTER 727 W 2ND ST BLOOMINGTON,IN47403	DIAGNOSTIC AND OTHER OUTPATIENT
15	IU HEALTH EMERGENCY MEDICAL TRANSPORT 601 W 1ST ST BLOOMINGTON,IN47403	DIAGNOSTIC AND OTHER OUTPATIENT
16	IU HEALTH OCCUPATIONAL HEALTH 3443 W 3RD ST BLOOMINGTON,IN47403	DIAGNOSTIC AND OTHER OUTPATIENT
17	IU HEALTH PAIN CENTER 888 AUTO MALL RD BLOOMINGTON,IN47401	DIAGNOSTIC AND OTHER OUTPATIENT
18	IU HEALTH REHAB AND SPORTS MDEDICINE 5 CRANE AVE SPENCER,IN47460	DIAGNOSTIC AND OTHER OUTPATIENT
19	IU HEALTH REHAB AND SPORTS MEDICINE 326 S WOODCREST DR BLOOMINGTON,IN47401	DIAGNOSTIC AND OTHER OUTPATIENT
20	IU HEALTH REHAB AND SPORTS MEDICINE 2499 W COTA DR BLOOMINGTON,IN47403	DIAGNOSTIC AND OTHER OUTPATIENT
21	IU HEALTH WOUND CENTER 2920 MCINTIRE DR BLOOMINGTON,IN47404	DIAGNOSTIC AND OTHER OUTPATIENT
22	IU HEALTH BLOOMINGTON HOSP HOME HEALTH 333 E MILLER DR BLOOMINGTON,IN47402	HOME HEALTH
23	IU HEALTH HOSPICE 619 W 1ST ST BLOOMINGTON,IN47403	HOSPICE
24	SIRA IMAGING CENTER 500 S LANDMARK AVE BLOOMINGTON,IN47403	DIAGNOSTIC AND OTHER OUTPATIENT
25	IU HEALTH CANCER CENTER INFUSION THERAPY 508 W 2ND ST BLOOMINGTON,IN47403	DIAGNOSTIC AND OTHER OUTPATIENT

Schedule H (Form 990) 2018

Page 10

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	SIRA Imaging Center, LLC
Schedule H, Part IV, Line 2(a) - Name of Entity	Southern Indiana Surgery Center, LLC
Schedule H, Part IV, Line 3(a) - Name of Entity	Brown County Medical Cooperative, LLC
Schedule H, Part I, Line 3c - Other Factors Used in Determining Elig.	IU Health Bloomington uses several factors other than Federal Poverty Guidelines ("FPGs") in determining eligibility for free care under its FAP. These factors include the following: 1. Indiana Residency Requirement Financial Assistance will only be made available to residents of the State of Indiana and those eligible for assistance under 42 U.S.C.A. 1396b(v). IU Health Bloomington will employ the same residency test as set forth in Indiana Code 6-3-1-12 to define an Indiana resident. The term Resident includes any individual who was domiciled in Indiana during the taxable year, or any individual who maintains a permanent place of residence in Indiana and spends more than one hundred eight-three (183) days of the taxable year in Indiana. Patients residing in the state of Indiana while attending an institution of higher education may be eligible for assistance under the FAP if they meet the aforementioned residency test and are not claimed as a dependent on a parent's or guardians' federal income tax return. 2. IU Health's Individual Solutions Department Prior to seeking Financial Assistance under the FAP, all patients or their guarantors must consult with a member of IU Health's Individual Solutions department to determine if healthcare coverage may be obtained from a government insurance/assistance product or from the Health Insurance Exchange Marketplace. 3. Uninsured Patients All Uninsured Patients presenting for services at IU health Bloomington eligible under the FAP will not be charged more than the AGB as described in the FAP. 4. Services Rendered by Individual Providers The FAP does not cover services rendered by individual providers. A full listing of providers and services not covered by the FAP is available at https://iuhealth.org/pay-a-bill/financial-assistance and is updated on a quarterly basis. 5. Alternate Sources of Assistance When technically feasible, a patient will exhaust all other state and federal assistance programs prior to receiving an award from IU Health Bloomington's Financial Assistance Program. Patients who may be eligible for coverage under an applicable insurance policy, including, but not limited to, health, automobile, and homeowner's, must exhaust all insurance benefits prior to receiving an award from IU Health Bloomington's Financial Assistance Program. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. Patients may be asked to show proof that such a claim was properly submitted to the proper insurance provider at the request of IU Health Bloomington. Eligible patients who receive medical care from IU Health Bloomington 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 Bloomington is entitled. In the event a Financial Assistance Award has already been granted in such circumstances, IU Health Bloomington reserves the right to reverse the award in an amount equal to the amount IU Health Bloomington would be entitled to receive had no Financial Assistance been awarded. 6. Alternate Methods of Eligibility Determination IU Health Bloomington will conduct a quarterly review of all accounts placed with a collection agency partner for a period of no less than one hundred and twenty (120) days after the account is eligible for an ECA. Said accounts may be eligible for assistance under the FAP based on the patient's individual scoring criteria. To ensure all patients potentially eligible for Financial Assistance under the FAP may receive Financial Assistance, IU Health Bloomington will deem patients/guarantors to be presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs, received emergency or direct admit care, and satisfied his/her required co-pay/deductible: - Indiana Children's Special Health Care Services - Medicaid - Healthy Indiana Plan - Patients who are awarded Hospital Presumptive Eligibility (HPE) - Enrolled in a state and/or federal program that verifies the patient's gross household income is less than or equal to 200% of the Federal Poverty Level 7. Additional Considerations Financial Assistance may be granted to a deceased patient's account if said patient is found to have no estate. Additionally, IU Health Bloomington will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance application. 8. Patient Assets IU Health Bloomington may consider patient/guarantor Assets in the calculation of a patient's true financial burden. A patient's/guarantor's primary residence and one (1) motor vehicle will be exempted from consideration in most cases. A patient's primary residence is defined as the patient's principal place of residence and will be excluded from a patient's extraordinary asset calculation so long as the patient's equity is less than five-hundred thousand dollars ($500,000) and the home is occupied by the patient/guarantor, patient's/guarantor's spouse or child under twenty-one (21) years of age. One (1) motor vehicle may be excluded as long as the patient's equity in the vehicle is less than fifty-thousand dollars ($50,000). IU Health Bloomington reserves the right to request a list of all property owned by the patient/guarantor and adjust a patient's award of Financial Assistance if the patient demonstrates a claim or clear title to any extraordinary Asset not excluded from consideration under the above guidance. 9. Non-Emergent Services Down Payment Uninsured Patients presenting for scheduled or other non-emergent services will not be charged more than the AGB for their services. Patients will receive an estimated AGB cost of their care prior to IU Health Bloomington rendering the services and will be asked to pay a down-payment percentage of the AGB adjusted cost prior to receiving services. In the event a patient is unable to fulfill the down-payment, their service may be rescheduled for a later date as medically prudent and in accordance with all applicable federal and state laws and/or regulations. 10. Emergency Services Non-Refundable Deposit This section will be implemented with a strict adherence to EMTALA and IU Health Policy ADM 1.32, Screening and Transfer of Emergency or Unstable Patients. Amount of Non-Refundable Deposit All Uninsured Patients presenting for services at IU Health Bloomington's Emergency Department, via transfer from another hospital facility, or direct admission, will be responsible for a one-hundred dollar ($100.00) non-refundable deposit for services rendered. Patients/guarantors will be responsible for any copays and/or deductibles required by their plan prior to full Financial Assistance being applied. Uninsured Patients wishing to make an application for Financial Assistance greater than the AGB must fulfill their non-refundable deposit prior to IU Health Bloomington processing said application. Uninsured Patients making payments toward their outstanding non-refundable deposit balance will have said payments applied to their oldest application on file, if applicable.
Schedule H, Part I, Line 6a - C.B. Report Prepared by a Related Org.	IU Health Bloomington's community benefit and other investments, encompassing its total community investment, are included in the IU Health Community Benefit Report which is prepared on behalf of and includes IU Health and its related hospital entities in the State of Indiana. The IU Health Community Benefit Report is made available to the public on IU Health's website at https://iuhealth.org/in-the-community. The IU Health Community Benefit Report is also distributed to numerous key organizations throughout the State of Indiana in order to broadly share the IU Health Statewide System's community benefit efforts. It is also available by request through the Indiana State Department of Health or IU Health.
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 30.30%.
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 $25,764,281. Bad debt expense is reported at cost based on the cost-to-charge ratio derived from Worksheet 2, Ratio of Patient Care Cost-to-Charges.
Schedule H, Part I, Line 7g - Subsidized Health Services	IU Health Bloomington 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 Bloomington is part of the IU Health Statewide System. The IU Health Statewide System participates 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 Health's support of the following organizations and initiatives that focus on some of the root causes of health issues, such as lack of education, employment and poverty: -Monroe County Public Health Clinic -Monroe County Community School System -Monroe County Opioid Commission -Early Learning Indiana -United Way Additionally, through the IU Health Statewide System's team member community benefit service program, "Strength That Cares", team members across the state make a difference in the lives of thousands of Hoosiers every year.
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	IU Health Bloomington is a subsidiary in the consolidated financial statements of IU Health. IU Health's consolidated financial statements, Footnote 4, addresses bad debt expense as follows: The Indiana University Health System does not require collateral or other security from its patients, substantially all of whom are residents of the State, for the delivery of health care services. However, consistent with industry practice, the Indiana University Health System routinely obtains assignment of (or is otherwise entitled to receive) patients' benefits payable under their health insurance programs, plans or policies (e.g., Medicare, Medicaid, managed care payers, and commercial insurance policies. The Indiana University Health System uses a portfolio approach to account for categories of patient contracts as a collective group, rather than recognizing revenue on an individual contract basis. The portfolios consist of major payer classes for inpatient revenue and outpatient revenue. Based on the historical collection trends and other analysis, the Indiana University Health System believes that revenue recognized by utilizing the portfolio approach approximates the revenue that would have been recognized if an individual contract approach were used. In support of its mission, the Indiana University Health System provides care to uninsured and underinsured patients. The Indiana University Health System provides charity care to patients who lack financial resources and are deemed to be medically indigent. Under its financial assistance policy, the Indiana University Health System provides medically necessary care to uninsured patients with inadequate financial resources at charitable discounts equivalent to the amounts generally billed, and it provides eligibility for full charity for emergent encounters for uninsured patients who earn less than 200% of the federal poverty level and who meet application criteria. Patients whose liability is deemed catastrophic relative to their annual household income are also eligible for reduced charges. Since the Indiana University Health System does not pursue collection of these amounts, the discounted amounts are not reported as patient service revenue. The Indiana University Health System uses presumptive eligibility screening procedures for free care and recognizes net patient service revenue on services provided to self-pay patients at the discounted rate at the time services are rendered. The estimated cost of charity care, using the consolidated cost to charge ratio, was $94,886,000 and $85,295,000 in 2018 and 2017, respectively.
Schedule H, Part III, Line 8 - Medicare 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 Bloomington Medicare Cost Report. "Allowable costs" for Medicare Cost Report purposes, however, are not reflective of all costs associated with IU Health Bloomington'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 Bloomington's participation in Medicare programs would significantly increase the Medicare shortfall reported on Schedule H, Part III, Line 7. IU Health Bloomington'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 Bloomington 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 Health Bloomington's FAP and Written Debt Collection 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 are encouraged to submit a Financial Assistance Application within ninety (90) days of their discharge. Patients or their guarantors may submit an application up to two-hundred and forty (240) days from the date of their first billing statement from IU Health, however, accounts may be subject to ECA as soon as one hundred and twenty (120) days after having received their first billing statement. Patients or their guarantors submitting an incomplete application will receive written notification of the application's deficiency upon discovery by IU health. The application will be pended for a period of forty-five (45) days from the date the notification is mailed. IU Health will suspend any ECA until the application is complete, or the patient fails to cure any deficiencies in their application in the allotted period. Patients with limited English proficiency may request to have a copy of the FAP, a FAP Application, and FAP Plain Language Summary in one of the below languages: -Arabic -Burmese -Burmese-Falam -Burmese-Hakha Chin -Mandarin/Chinese -Spanish The patient, and/or their representative, such as the patient's physician, family members, legal counsel, community or religious groups, social services or hospital personnel may request a FAP Application to be mailed to a patient's primary mailing address free of charge. IU Health Bloomington keeps all applications and supporting documentation confidential. Patients applying for assistance under the FAP will be required to complete a Financial Assistance Application. Patients must include the following documentation with their Financial Assistance Application: -All sources of Income for the last three (3) months; -Most recent three (3) months of pay stubs or Supplemental Security Income via Social Security; -Most recent three (3) statements from checking and savings accounts, certificates of deposit, stocks, bonds and money market accounts; -Most recent state and Federal Income Tax forms including schedules C, D, E, and F. In the event a patient's and/or guarantor's income does not warrant the filing of a federal tax return, the patient may submit a notarized affidavit attesting to the foregoing; -Most recent W-2 statement; -For patients or members of the Household who are currently unemployed, Wage Inquiry from WorkOne; and -If applicable, divorce/dissolution decrees and child custody order 2. Eligibility Determination IU Health Bloomington will inform 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 charity assistance and the patient or guarantor provides additional information for reconsideration, IU Health 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 must be submitted, along with the supporting documentation, to the Financial Assistance Committee for additional review/reconsideration. All decisions of the Financial Assistance Committee are final. A patient's Financial Assistance Application and eligibility determination are specific to each individual date(s) of service and related encounters. 3. Extraordinary Collection Actions IU Health Bloomington may refer delinquent patient accounts to a third-party collection agency after utilizing reasonable efforts to determine a patient's eligibility for assistance under the FAP. IU Health Bloomington and its third-party collection agencies may initiate ECA against a patient or their guarantor in accordance with this Policy and 26 C.F.R. 1.501(r). Said ECA may include the following: -Selling a patient's or their guarantor's outstanding financial responsibility to a third party. -Reporting adverse information about the patient or their guarantor to consumer credit reporting agencies or credit bureaus. -Deferring or denying, or requiring a payment before providing, medically necessary care because of a patient's or their guarantor's nonpayment of one or more bills for previously provided care covered under the FAP. -Actions requiring a legal or judicial process, including but not limited to placing a lien on patient's or their guarantor's property, foreclosing on a patient's or their guarantor's real property attaching or seizing a patient's or their guarantor's bank account or other personal property, commencing a civil action against a patient or their guarantor, causing a patient or guarantor's arrest, causing a patient and/or guarantor to be subject to a writ of body attachment, and garnishing a patient or guarantor's wages. When it is necessary to engage in such action, IU Health Bloomington and its third party collection agencies, will engage in fair, respectful and transparent collections activities. Patients or guarantors currently subject to an ECA who have not previously applied for Financial Assistance may apply for assistance up to two-hundred and forty (240) days of the date of their first billing statement from IU Health Bloomington. IU Health Bloomington and their third-party collection agencies will suspend any ECA engaged on a patient or their guarantor while an Application is being processed and considered. 4. Refunds Patients eligible for assistance under the FAP who remitted payment to IU Health Bloomington in excess of their patient responsibility will be alerted to the overpayment as promptly after discovery as is reasonable given the nature of the overpayment. Patients with an outstanding account balance on a separate account not eligible for assistance under the FAP will have their refund applied to the outstanding balance. Patients without an outstanding account balance described above will be issued a refund check for their overpayment as soon as technically feasible.
Schedule H, Part VI, Line 2 - Needs Assessment	Communities are multifaceted and so are their health needs. IU Health Bloomington 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 Bloomington assesses the health care needs of the communities it serves by conducting a CHNA. This assessment includes collaboration with other community organizations such as: -Bloomington Economic Development Center -Bloomington Health Foundation -Bloomington North High School -Local Council of Women -Monroe County Health Department -Slodagraff and Niehoff -United Way of Monroe County -Bedford Public Library -Bedford Chamber of Commerce -City of Bedford -City of Bedford Parks and Recreation -Purdue Extension -Stone City Products After completion of the CHNA, IU Health Bloomington reviewed the information gathered from community leader focus groups, community input surveys and statistical data. The needs identified were analyzed and ranked to determine the prevalence and severity of community health needs and which ones were most critical. Additionally, the effectiveness of an intervention for each need and IU Health Bloomington's ability to impact positive change was evaluated.
Schedule H, Part VI, Line 3 - Patient Education of Eligibility for Assist.	IU Health Bloomington 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 Bloomington has established a FAP to provide Financial Assistance to Uninsured Patients. IU Health Bloomington is committed to ensuring its patients are compliant with all provisions of the Patient Protection & Affordable Care Act. To that end, IU Health Bloomington will make a good faith effort to locate and obtain health insurance coverage for patients prior to considering patients for coverage under the FAP. IU Health Bloomington takes several measures to inform its patients of the FAP and FAP-eligibility. These measures include the following: 1. Conspicuous public displays will be posted in appropriate acute care settings such as the emergency department and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 2. IU Health Bloomington will include a conspicuous written notice on all patient billing statements that notifies the patient about the availability of this Policy, and the telephone number of its Customer Service Department which can assist patients with any questions they may have regarding this Policy. 3. IU Health Customer Service representatives will be available via telephone Monday through Friday, excluding major holidays, from 8:00 a.m. to 7:00 p.m. Eastern Time to address questions related to this Policy. 4. IU Health Bloomington will broadly communicate this Policy as part of its general outreach efforts. 5. IU Health Bloomington will educate its patient facing team members of the FAP and the process for referring patients to the Program.
Schedule H, Part VI, Line 4 - Community Information	IU Health Bloomington Hospital is located in Monroe County, a county located in south central Indiana. Monroe County includes ZIP codes within the towns of Bloomington, Ellettsville and Unionville. Based on the most recent Census Bureau (2018) statistics, Monroe County's population is 146,917 and approximately 50.3% were female and 49.7% male. The county's population estimates by race are 86.4% White, 3.6% Black, 7.0% Asian, 0.3% American Indian or Alaska Native and 2.6% persons reporting two or more races. In the county, in addition to the above categorizations, 3.5% reported Hispanic or Latino heritage. Monroe County has relatively high levels of educational attainment, as compared to other Indiana counties. Almost half (45.8%) of the population has a bachelor's degree or graduate/professional degree, while 91.9% of the population has obtained a high school degree.
Schedule H, Part VI, Line 5 - Promotion of Community Health	IU Health Bloomington is a subsidiary of Indiana University Health, Inc., a tax-exempt healthcare organization, whose Board of Directors is composed of members, of which substantially all are independent community members. IU Health Bloomington Community Health offers a wide variety of programs and services to the community. From work with the local school systems, to programs that help those living with HIV/AIDS and Alzheimer's disease, our goal is to help our community live healthier.
Schedule H, Part VI, Line 6 - Affiliated Health Care System	IU Health Bloomington is part of the IU Health Statewide System. The IU Health Statewide System is Indiana's most comprehensive healthcare system. A unique partnership with the IU School of Medicine, one of the nation's leading medical schools, gives patients access to innovative treatments and therapies. IU Health is comprised of hospitals, physicians and allied services dedicated to providing preeminent care throughout Indiana and beyond. National Recognition -Eight hospitals designated as Magnet by the American Nurses Credentialing Center recognizing excellence in nursing care. -Indiana University Health Medical Center is honored to be nationally ranked by U.S. News & World Report for the 21st year in a row. That means IU Health continues to be ranked among the best healthcare systems in the nation and the top healthcare system in Indiana. This ranking recognizes the exceptional care, unmatched expertise and continued excellence of our entire team of caregivers, while giving you confidence that you made the right choice in trusting IU Health with your care. -One adult and ten pediatric specialty programs ranked among the top 50 national programs in U.S. News & World Report's 2018-2019 edition of America's Best Hospitals. -Nine out of ten specialty programs at Riley Hospital for Children at IU Health ranked among the top 50 children's 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. Each year, more than 1,000 residents and fellows receive training in IU Health hospitals. Research conducted by IU School of Medicine faculty gives IU Health physicians and patients access to the most cutting-edge and comprehensive treatment options. In 2012, IU Health and the IU School of Medicine announced that they would invest $150 million in the Strategic Research Initiative, for a five year period ended December 31, 2016 for certain basic, clinical and translational research programs. The total commitment aggregated $75,000,000. In 2017, a new five-year term of $55,000,000 was agreed upon effective July 1, 2017 through June 30, 2022. The initial focus is on projects in the fields of neuroscience, cancer and cardiovascular disease with the goal to fund transformative proposals that will fundamentally change our understanding of these diseases and lead to important new therapies for patients. The three target research areas represent research strengths at IU School of Medicine, key strategic service lines for IU Health, and important medical needs in a time of an aging population and rising healthcare costs: -Cancer: One of the initiative's primary goals is to enable the IU Health Melvin and Bren Simon Cancer Center to attain the National Cancer Institute's top status of "comprehensive," which would recognize it as one of the top-tier cancer centers in the nation. -Neuroscience: The neurosciences research program will tackle a broad range of brain injuries, neurodegenerative disorders and neurodevelopmental disorders. -Cardiovascular: The cardiovascular research initiative will develop a comprehensive program for the study and treatment of heart failure, from newborns to older adults. A top priority is developing a cardiovascular genetics program. The Strategic Research Initiative will provide patients with access to internationally renowned physicians and to new therapies developed through translational research and clinical trials, and will make use of the latest genetic tools to develop personalized therapies that are more effective for individuals and efficient for healthcare providers. IU Health Statewide System IU Health is a part of the IU Health Statewide System which continues to broaden its reach and positive impact throughout the state of Indiana. IU Health is Indiana's most comprehensive academic health center and consists of IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital. Other hospitals in the IU Health Statewide System include the following: -IU Health Arnett Hospital -IU Health Ball Memorial Hospital -IU Health Bedford Hospital -IU Health Blackford Hospital -IU Health Bloomington Hospital -IU Health Frankfort Hospital -IU Health Jay Hospital -IU Health North Hospital -IU Health Paoli Hospital -IU Health Tipton Hospital -IU Health West Hospital -IU Health White Memorial Hospital Although each hospital in the IU Health Statewide System prepares and submits its own community benefits plan relative to the local community, the IU Health Statewide System considers its community benefit plan as part of an overall vision for strengthening Indiana's overall health. A comprehensive community outreach strategy and community benefit plan is in place that encompasses the academic medical center downtown Indianapolis, suburban Indianapolis and statewide entities around priority areas that focus on health improvement efforts statewide. IU Health is keenly aware of the positive impact it can have on the communities of need in the state of Indiana by focusing on the most pressing needs in a systematic and strategic way. In 2018, IU Health provided more than $711 million in total community benefit and served more than 1 million individuals. Some ways we address our community health priorities as a system include: IU Health Day of Service The annual IU Health Days of Service is a high-impact event aimed at engaging IU Health team members in activities that address an identified community priority. In 2018, more than 2,848 IU Health team members dedicated more than 9,694 volunteer hours in their communities during the Days of Service. 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 2018, 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. The Indiana University Health Board of Directors also approved Community Health Improvement Grants. With these grants, nearly $750,000 will fund projects that address IU Health priorities-behavioral health/substance abuse, obesity, tobacco use, and infant mortality-as well as community-specific needs. The grants, administered by the Indiana University Health Foundation, were awarded to the following in the South Central Region: Family Vitality Initiative development and implementation, IU Health South Central Region, $230,000 over two years. By bringing together existing healthcare providers, social workers and researchers, this integrated program will take a holistic approach to addressing substance-related healthcare issues, especially among the most vulnerable populations of women and children. The South Central Region has seen alarming increases in the numbers of infants who test positive for opiates at birth, opioid-related encounters in each emergency department, and mothers struggling with addiction including smoking. The IU Health Community Health Grants seek to improve community health by supporting collaboration among IU Health Regional Hospital Boards and Community Health Committees, and local resources and programs. The Community Health Grants are awarded to programs most likely to improve access to health services, enhance the health of the community, advance medical or healthcare knowledge, and relieve or reduce the burden of government or other community efforts. Grantees must also build capacity for addressing these community health issues going forward. Community Partnerships IU Health believes in the power of investing in community partnerships and what that means for the health of our residents and their communities. IU Health seeks to partner with local non-profits on initiatives that specifically aim to serve an identified community need, particularly in the areas of IU Health's five community outreach priorities: reducing health disparities or improving the quality of life for individuals living within IU Health communities, reaching largely underserved communities and supporting the strategic business goals for IU Health. Below are a few of the partners we worked with in 2018 to address priority health needs in Monroe County. -Monroe County Public Health Clinic -Monroe County Community School System -Monroe County Opioid Commission -Early Learning Indiana -United Way Access to Healthcare IU Health is committed to providing quality and complete healthcare for Hoosiers. Access to healthcare was a leading community health need identified in all communities served by IU Health across the state. IU Health is focusing on the needs
Schedule H, Part III, Line 3 - Bad Debt Att to Patients Eligible Under FAP	An uninsured patient and/or guarantor who was admitted through an eligible facility's emergency department via a direct admission from a physician's office, or transfer from another hospital facility, and whose household income is less than or equal to 200% of the Federal Poverty Level may be eligible for full charity assistance after the successful completion of the Financial Assistance Application and satisfaction of his/her non-refundable deposit. To capture all patients who are potentially eligible for Financial Assistance under the IU Health Financial Assistance Policy, IU Health will deem patients/guarantors to be presumptively eligible for financial assistance if they are found to be eligible for one of the following programs, received emergency or direct admit care, and satisfied the required co-pay/deductible: 1. Indiana Children's Special Health Care Services 2. Medicaid 3. Healthy Indiana Plan 4. Patients who are awarded Hospital Presumptive Eligibility 5. Enrolled in a state and/or federal program that verifies the patient's gross household income is less than or equal to 200% of the Federal Poverty Level (FPL). IU Health also conducts a quarterly review of all accounts placed with a collection agency partner for a period of no less than one hundred and twenty (120) days after the account is eligible for an extraordinary collection actions. Said accounts may be eligible for assistance under the financial assistance policy based on the patient's individual scoring criteria and are not included in bad debt. Due to this comprehensive methodology, IU Health does not believe any amount of bad debt is attributable to patients who may be eligible under the Financial Assistance Policy and no portion of bad debt is included as community benefit.

Schedule H (Form 990) 2018

Additional Data

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- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization
INDIANA UNIVERSITY HEALTH BLOOMINGTON INC

Employer identification number
35-1720796

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" 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 noncash assistance	(h) Purpose of grant or assistance
(1) Bloomington Hospital Foundation Inc PO Box 1149 Bloomington,IN47402	35-1720795	501(c)(3)	81,427				General Support

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

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

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

Cat. No. 50055P

Schedule I (Form 990) 2018

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 noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(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
Sch. I, Part I, Line 2 - Org.'s Proced. for Monit. the Use of Grant Funds	Although IU Health Bloomington 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 (Form 990) 2018

Additional Data

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Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH BLOOMINGTON INC

Employer identification number

35-1720796

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

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

Travel for companions Payments for business use of personal residence

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

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

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Yes

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

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

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

Yes

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

Yes

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

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

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

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

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

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:

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

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

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

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

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

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

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

Cat. No. 50053T

Schedule J (Form 990) 2018

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1JAMES J LAUGHLIN MD (SCR) DIRECTOR	(i) (ii)	0 ------------- 408,397	0 ------------- 40,788	0 ------------- 6,858	0 ------------- 13,700	0 ------------- 0	0 ------------- 469,743	0 ------------- 0
2MATTHEW D BAILEY PRESIDENT (SCR) (Part Year)	(i) (ii)	0 ------------- 287,416	0 ------------- 158,544	0 ------------- 1,047,262	0 ------------- 322,129	0 ------------- 7,138	0 ------------- 1,822,489	0 ------------- 343,365
3MICHAEL L CRAIG VP & CFO (SCR)	(i) (ii)	0 ------------- 234,635	0 ------------- 42,348	0 ------------- 2,224	0 ------------- 12,590	0 ------------- 16,722	0 ------------- 308,519	0 ------------- 0
4KENNETH E MARSHALL MD VP & CMO (SCR) (PARTIAL YEAR)	(i) (ii)	78,417 ------------- 65,565	0 ------------- 0	101,889 ------------- 85,190	3,341 ------------- 2,794	14,710 ------------- 12,299	198,357 ------------- 165,848	0 ------------- 0
5BRIAN T SHOCKNEY President (SCR) (Part Year)	(i) (ii)	203,036 ------------- 164,557	40,359 ------------- 32,710	31,328 ------------- 25,391	29,937 ------------- 24,264	14,402 ------------- 11,672	319,062 ------------- 258,594	0 ------------- 0
6LARRY BAILEY PRESIDENT IUH PAOLI/IUH MORGAN	(i) (ii)	257,796 ------------- 0	95,359 ------------- 0	136,149 ------------- 0	13,700 ------------- 0	21,209 ------------- 0	524,213 ------------- 0	115,340 ------------- 0
7LINDA LEWIS VP & CNO	(i) (ii)	0 ------------- 0	0 ------------- 0	124,205 ------------- 0	0 ------------- 0	0 ------------- 0	124,205 ------------- 0	0 ------------- 0
8WENDY HERNANDEZ VP, PROF & SUPPORT SERVICES	(i) (ii)	169,480 ------------- 0	26,267 ------------- 0	827 ------------- 0	10,555 ------------- 0	18,176 ------------- 0	225,305 ------------- 0	0 ------------- 0
9CAREY C MAYER MD PSYCHIATRIST	(i) (ii)	281,608 ------------- 0	0 ------------- 0	1,524 ------------- 0	13,512 ------------- 0	21,930 ------------- 0	318,574 ------------- 0	0 ------------- 0
10CHAD W SCHULTHEIS MD PSYCHIATRIST	(i) (ii)	265,957 ------------- 0	0 ------------- 0	15,876 ------------- 0	13,642 ------------- 0	23,201 ------------- 0	318,676 ------------- 0	0 ------------- 0
11David L Beachy DO (SCR) Director	(i) (ii)	0 ------------- 254,890	0 ------------- 25,481	0 ------------- 6,858	0 ------------- 13,700	0 ------------- 23,729	0 ------------- 324,658	0 ------------- 0
12Alfonso W Gatmaitan (SCR) Director	(i) (ii)	0 ------------- 853,829	0 ------------- 504,450	0 ------------- 1,700,526	0 ------------- 1,012,983	0 ------------- 24,850	0 ------------- 4,096,638	0 ------------- 703,392
13Hojjat M Shamloo MD (SCR) Director	(i) (ii)	0 ------------- 330,464	0 ------------- 151,256	0 ------------- 2,322	0 ------------- 13,700	0 ------------- 30,468	0 ------------- 528,210	0 ------------- 0
14John S Strobel MD (SCR) Director	(i) (ii)	0 ------------- 601,964	0 ------------- 58,845	0 ------------- 60,247	0 ------------- 13,700	0 ------------- 24,585	0 ------------- 759,341	0 ------------- 0
15Daniel A Handel MD VP & CMO (SCR)(PARTIAL YEAR)	(i) (ii)	262,321 ------------- 39,622	47,195 ------------- 7,129	18,071 ------------- 2,729	9,557 ------------- 1,443	15,101 ------------- 2,281	352,245 ------------- 53,204	0 ------------- 0
16Cynthia Herrington VP & CNO (SCR) (Part Year)	(i) (ii)	143,899 ------------- 0	34,774 ------------- 0	645 ------------- 0	8,457 ------------- 0	10,440 ------------- 0	198,215 ------------- 0	0 ------------- 0
17Nida JSyed MD Psychiatrist	(i) (ii)	261,410 ------------- 0	0 ------------- 0	32,538 ------------- 0	11,000 ------------- 0	9,561 ------------- 0	314,509 ------------- 0	0 ------------- 0
18Greg SSidell MD Psychiatrist	(i) (ii)	260,388 ------------- 0	0 ------------- 0	32,075 ------------- 0	11,000 ------------- 0	30,458 ------------- 0	333,921 ------------- 0	0 ------------- 0
19Douglas M Frye Physicist-Radiation Medicine	(i) (ii)	234,717 ------------- 0	6,183 ------------- 0	715 ------------- 0	10,621 ------------- 0	30,232 ------------- 0	282,468 ------------- 0	0 ------------- 0
20Derek Fields Dir-Pharmacy	(i) (ii)	166,067 ------------- 0	17,205 ------------- 0	5,564 ------------- 0	9,497 ------------- 0	18,103 ------------- 0	216,436 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2018

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 4a - Severance	Matthew D. Bailey entered into a severance agreement with IU Health during 2018. Severance of $198,986 that was received during 2018 is included in column B(III), other reportable compensation. Deferred severance of $308,429 is included in column c, retirement and other deferred compensation. Alfonso W. Gatmaitan entered into a severance agreement with IU Health during 2018. Severance of $17,530 that was received during 2018 is included in column B(III), other reportable compensation. Deferred severance of $999,283 is included in column c, retirement and other deferred compensation. Kenneth E. Marshall entered into a severance agreement with IU Health during 2018. Severance of $185,350 that was received during 2018 is included in column B(III), other reportable compensation. Linda Lewis entered into a severance agreement with IU Health during 2018. Severance of $124,205 that was received during 2018 is included in column B(III), other reportable compensation.
Schedule J, Part I, Line 4b - Supplemental Nonqualified Retirement Plan	Matthew D. Bailey, Larry R. Bailey, Brian T. Shockney and Alfonso W. Gatmaitan participate in a supplemental executive retirement plan, provisions of which are designed to retain these critical employees. The plan provides for an additional retirement benefit for service through normal retirement or other key dates. If the executive leaves prior to retirement or other key dates, the benefit may be forfeited or reduced. Brian T. Shockney has an amount included in column c, deferred compensation, representing the current year unvested contributions made under the supplemental retirement plan. No amounts were actually paid to this executive during the year. Matthew D. Bailey, Larry R. Bailey and Alfonso W. Gatmaitan have amounts included in column B (iii), other reportable compensation, representing the vested amount paid out under IU Health's supplemental executive retirement plan. The amounts received are as follows: -Matthew D. Bailey ($ 789,115) -Larry R. Bailey ($132,573) -Alfonso W. Gatmaitan ($1,654,573)
Schedule J, Part I, Line 7 - Non-Fixed Payments	Amounts disclosed in Column B(ii) include incentives for certain executives. As part of IU Health Bloomington's executive compensation plan, annual goals are set for each member of the senior leadership group with each members' annual incentive determined upon the degree of successful completion of his or her set goals. Any incentive payouts are made in the form of a lump sum payment and do not affect the executive's base pay. Alternatively, the executive may elect to defer any or all of the incentive compensation through IU Health Bloomington's 457(f) plan, subject to any plan restrictions. Any incentive amounts for the President must receive approval from the Compensation Committee. All other incentive amounts must receive approval from the President and the Compensation Committee.
Schedule J, Part I, Line 1a - Listed Benefits	Temporary housing allowance was provided to two key employees listed in IU Health Bloomington's Form 990, Part VII, Section A. The cost of the arrangement was treated as taxable compensation and was grossed-up for taxes.

Schedule J (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH BLOOMINGTON INC

Employer identification number

35-1720796

Return Reference	Explanation
Part VI, Section A, Line 2 - Family or Business Relationships	Certain officers, directors or key employees of Indiana University Health, Inc. (IU Health) may also serve on the boards or as officers of other related or unrelated organizations. As noted below, no additional compensation was provided to these individuals for their service to related organizations. Related for-profit organization: Indiana University Southern Indiana Physicians, Inc. Type of Relationship: Business Director or Officer: Brian T. Shockney, Joyce B. Poling and Michael L. Craig
Part VI, Section A, Lines 6, 7a and 7b - Members or Stockholders	Line 6: The sole member of IU Health Bloomington is IU Health, a 501(c)(3) tax-exempt organization. Line 7A: The Board of Directors shall consist of thirteen (13) members. To be eligible for Board membership, a Director candidate shall satisfy the selection criteria and personal characteristics as may be established by IU Health from time to time. It is preferred that at least three (3) of the Directors are physician members, but it is not required. The composition of the Board of Directors shall be consistent with the following criteria: I. Two (2) members shall be representatives of Indiana University Health Bedford, Inc.; ii. Two (2) members shall be representatives of Indiana University Health Paoli, Inc.; iii. Two (2) members shall be representatives of Indiana University Health Morgan, Inc.; iv. Five (5) members shall be representatives of Indiana University Health Bloomington, Inc.; and v. Two (2) members shall be the President of the IU Health South Central Region and an IU Health executive leadership representative. Line 7B: The following matters require the approval of IU Health, as the Member, before becoming effective: (a) Authorize the establishment or acquisition of any subsidiaries, affiliates or joint venture arrangements or acquisitions of all or substantially all of the assets of any other business or entity; (b) Recommend and ratify or amend and operating and capital budgets of the Corporation; (c) Authorize any unbudgeted operating or capital budget items or deviations, including any issuance or guarantee of any unbudgeted debt, greater than the budgeted amount of $100,000 for any individual item or $300,000 per fiscal year in the aggregate; (d) Authorize the incurrence of debt by the Corporation in accordance with policies and procedures issued by IU Health, including to serve as a guarantor, surety or co-obligor; (e) Authorize any merger, consolidation, reorganization, sale or transfer of all or substantially all of the Corporation's assets or a subsidiary organization of the Corporation; (f) Authorize any voluntary declaration of bankruptcy, plan of dissolution, any liquidating distribution of assets or other action related to the dissolution or liquidation of the Corporation or a subsidiary organization of the Corporation; (g) Approve any management agreement for the management of all or a substantial part of the Corporation's operations; (h) Approve, upon recommendation of the Nominating Committee, the members of the Board of Directors of the Corporation; (i) Recommend and ratify any strategic plans and amendments thereto, which will be aligned with IU Health; (j) Approve any action to terminate acute care services or close the hospital operated by the Corporation (the "Hospital"); and (k) Approve any amendments to the Articles of Incorporation and Bylaws of the Corporation or a subsidiary organization of the Corporation.
Part VI, Section B, Line 11b - Review of Form 990	The VP & CFO reviewed and approved the Form 990. Following the VP & CFO's review and approval, a complete copy of the Form 990 was made available to each board member prior to its filing. Each member was also informed of the availability of IU Health's Tax Department to answer any questions.
Part VI, Section B, Lines 12, 13, 14, and 16b - Policies	IU Health Bloomington is part of the IU Health system. As the sole member and controlling parent of IU Health Bloomington, IU Health and its Board of Directors have mandated that certain policies be followed to ensure greater standardization throughout the system. Thus, IU Health Bloomington's Board of Directors was not required to separately adopt a conflict of interest, whistleblower, document retention and destruction and joint venture policies because IU Health's Board of Directors had already adopted and required these policies to be followed by its subsidiaries.
Part VI, Section B, Line 12c - Conflict of Interest Policy	IU Health Bloomington follows IU Health's Conflict of Interest Policy. IU Health's Conflict of Interest Policy includes the following provisions: All IU Health employees, associates, colleagues and contracted personnel, including employed physicians and paid medical directors ("IU Health Representatives") are covered by and subject to its Conflict of Interest Policy. IU Health regularly and consistently monitors and enforces compliance with the policy through the following procedures: (a) On an annual basis, each IU Health Representative at the level of Manager or above, together with every other person designated by the Corporate Compliance Department ("Department"), must complete, sign and submit a Conflict of Interest Questionnaire ("Questionnaire") to the Department. Governing board members, committee members, corporate officers, medical staff and researchers must comply with the administrative requirements noted in the respective policies and procedures relative to those areas. (b) An IU Health Representative must supplement a Questionnaire in writing, if after completion of the original Questionnaire, a situation arises, or may reasonably be expected to arise, that would change any answer or information on the original Questionnaire if the situation had existed or been anticipated at the time of completion of the original Questionnaire. (c) If a fully and properly completed Questionnaire reveals facts or other information that might reasonably indicate a Conflict of Interest or violation of the policy, the IU Health Representative completing the questionnaire must secure approval by his/her supervisor, evidenced in writing. (d) The Department will review each Questionnaire and determine whether a Conflict of Interest exists and, if so, whether and how it should or may be eliminated, avoided or managed in order to comply with the spirit of the policy and with the best interests of IU Health and its patients. In making the determination, the Corporate Compliance Department may consult with the IU Health Representative's supervisor and other appropriate individuals and groups. (e) The scope of the policy is not limited to those who are required to complete Questionnaires. If an IU Health Representative is involved in a situation or relationship that would constitute a violation of the policy in the absence of disclosure and approval as described above, then the IU Health Representative must disclose the matter to his/her supervisor, secure his/her supervisor's approval in writing, and disclose the matter to the Department. Otherwise, the IU Health Representative is in violation of the policy and subject to corrective action, up to and including termination. (f) The Chief Compliance Officer, in consultation with onsite Compliance personnel, may from time to time appoint standing or ad hoc committees to assist in resolving issues that arise under provisions of the policy.
Part VI, Section B, Line 15 - Process for Determining Compensation	IU Health Bloomington has the following process for determining the compensation of its officers and key employees: IU Health Bloomington has a formal written policy governing the compensation for its President, VP & CFO, and all other members of its senior leadership group ("SLG"). The policy provides that the compensation and/or benefits for the SLG are to be reviewed on an annual basis, with any changes approved, by the Compensation Committee. The Compensation Committee is comprised of independent members and members of IU Health Bloomington's administrative staff shall not be present while discussions are being held. Any proposed changes in compensation and/or benefits for the SLG that come before the Compensation Committee are required to be reasonable and market competitive based upon market comparability data supplied by an independent compensation consulting firm directly hired by the Compensation Committee. Written minutes of the Compensation Committee's meetings shall be kept, containing a list of the members involved in the decision-making process, documentation of the independence of such members, and what decisions were made. Following approval by the Compensation Committee, any changes are then disclosed to the Board of Directors at its next regularly scheduled meeting.
Part VI, Section C, Line 19 - Public Disclosure	IU Health Bloomington's Articles of Incorporation are available for public inspection through the Indiana Secretary of State's website. IU Health Bloomington's conflict of interest procedures are described on Form 990, Schedule O. IU Health Bloomington is a subsidiary in IU Health's Consolidated Audited Financial Statements. IU Health's Consolidated Audited Financial Statements are available for public inspection through its bond filings and as an attachment to IU Health's Form 990 as well as IU Health Bloomington's Form 990.
Part XI, Line 9 - Other Changes in Net Assets or Fund Balances	During 2018, IU Health Bloomington recorded the following other changes in net assets or fund balances: Net Asset Transfer - $ (53,964,481) Change in Pension Obligation - $ 23,630,118 Total: $ (30,334,363)
Page 1, Line J Web Site:	https://iuhealth.org/find-locations/iu-health-bloomington-hospital
Part VI, Section A, Line 4 - Sig. Changes to Gov. Documents	During 2018, IU Health Bloomington amended and restated its Bylaws to change the composition, terms, and powers of its board of directors.
FORM 990 PART IX LINE 11G	DESCRIPTION:SHARED SERVICES/PROF FEES TOTAL FEES:88600376

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

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

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH BLOOMINGTON INC

Employer identification number

35-1720796

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) Bloomington Endoscopy Center LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 35-2117943	Healthcare	IN	4,126,933	4,317,546	IUHB

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)Clarian Transplant Institute Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 13-4350599	Healthcare	IN	501(c)(3)	10	IUH	Yes
(2)HealthLINC Incorporated 950 N Meridian St Ste 800 Indianapolis,IN46204 26-3571507	Healthcare	IN	501(c)(3)	10	IUHB	Yes
(3)Indiana Health Info Exchange Inc 846 N Senate Ave Indianapolis,IN46202 36-4550324	Healthcare	IN	501(c)(3)	12 I	NA		No
(4)Indiana University Health Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1955872	Healthcare	IN	501(c)(3)	3	NA		No
(5)IU Health Arnett Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 26-3162145	Healthcare	IN	501(c)(3)	3	IUH	Yes
(6)IU Health Ball Memorial Hospital Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-0867958	Healthcare	IN	501(c)(3)	3	IUH	Yes
(7)IU Health Ball Memorial Physicians Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1925641	Healthcare	IN	501(c)(3)	10	IUHBMH	Yes
(8)IU Health Bedford Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 23-7042323	Healthcare	IN	501(c)(3)	3	IUH	Yes
(9)IU Health Blackford Hospital Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 01-0646166	Healthcare	IN	501(c)(3)	3	IUHBMH	Yes
(10)IU Health BMH Foundation Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 31-1111784	Fundraising	IN	501(c)(3)	12 I	IUHBMH	Yes
(11)IU Health Care Associates Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1747218	Healthcare	IN	501(c)(3)	10	IUH	Yes
(12)IU Health Frankfort Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 81-5174295	Healthcare	IN	501(c)(3)	3	IUH	Yes
(13)IU Health Jay Foundation Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1809127	FUNDRAISING	IN	501(c)(3)	12 I	IUH	Yes
(14)IU Health Jay Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 82-2736786	Healthcare	IN	501(c)(3)	3	IUH	Yes
(15)IU Health Morgan Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 27-3533027	Healthcare	IN	501(c)(3)	10	IUH	Yes
(16)IU Health North Hospital Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1932442	Healthcare	IN	501(c)(3)	3	IUH	Yes
(17)IU Health Paoli Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-2090919	Healthcare	IN	501(c)(3)	3	IUHB	Yes
(18)IU Health Plans NFP Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 46-3803873	Insurance	IN	501(c)(4)	N/A	IUH	Yes
(19)IU Health Tipton Hospital Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 26-2772226	Healthcare	IN	501(c)(3)	3	IUH	Yes
(20)IU Health West Hospital Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1814660	Healthcare	IN	501(c)(3)	3	IUH	Yes
(21)IU Health White Memorial Hospital Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 27-3532963	Healthcare	IN	501(c)(3)	3	IUH	Yes
(22)IU Medical Group Foundation Inc 340 W 10th St No FS5100 Indianapolis,IN46202 20-1093251	Fundraising	IN	501(c)(3)	12 II	NA		No
(23)IUHLP Liquidation Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1125434	Healthcare	IN	501(c)(3)	10	IUH	Yes
(24)IUHLP-P Liquidation Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 31-1070868	Healthcare	IN	501(c)(3)	10	IUHLP	Yes
(25)LaPorte Hospital Foundation Inc PO Box 250 LaPorte,IN46352 31-0952775	Fundraising	IN	501(c)(3)	12 I	NA		No
(26)MDwise Marketplace Inc 1200 Madison Ave Indianapolis,IN46225 46-5270582	Insurance	IN	501(c)(4)	N/A	IUH	Yes
(27)MDwise Network Inc 1200 Madison Ave Indianapolis,IN46225 47-2619552	Insurance	IN	501(c)(4)	N/A	IUH	Yes
(28)Indiana University Health Foundation Inc 1800 N Capitol Ave Indianapolis,IN46202 35-6043086	Fundraising	IN	501(c)(3)	12 I	IUH	Yes
(29)Methodist Health Group Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-0876390	Healthcare	IN	501(c)(3)	12 III-FI	NA		No
(30)Methodist Occup Health Centers Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1844176	Healthcare	IN	501(c)(3)	3	IUH	Yes
(31)Rehabilitation Hospital of Indiana Inc 4141 Shore Dr Indianapolis,IN46254 35-1786005	Healthcare	IN	501(c)(3)	3	MHH	Yes
(32)RHI Foundation Inc 4141 Shore Dr Indianapolis,IN46254 35-1932349	Fundraising	IN	501(c)(3)	12 I	RHI	Yes
(33)The Cheer Guild of Riley Hos for Child 705 Riley Hospital Dr Indianapolis,IN46202 35-6018517	Fundraising	IN	501(c)(3)	12 III-FI	NA		No
(34)University Family Physicians Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 23-7427350	Healthcare	IN	501(c)(3)	10	IUHCA	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) 2018

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	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) Ball Outpatient Sur Ctr LLC 569 Brookwood Village Ste 901 Birmingham,AL35244 27-0275794	Healthcare	IN	NA
(2) Beltway Surgery Centers LLC 569 Brookwood Village Ste 901 Birmingham,AL35244 35-2072586	Healthcare	IN	NA
(3) BOSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4147343	Healthcare	IN	NA
(4) BSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-2314634	Healthcare	IN	NA
(5) CHV Fund I LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 26-2523206	Venture Capital	IN	NA
(6) CHV Fund II Management LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 37-1717823	Venture Capital	IN	NA
(7) CHV Fund II LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 80-0902337	Venture Capital	IN	NA
(8) CHV Fund Management LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 26-2523151	Venture Capital	IN	NA
(9) IEC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4148032	Healthcare	IN	NA
(10) Indiana Endoscopy Centers LLC 569 Brookwood Village Ste 901 Birmingham,AL35244 20-8398421	Healthcare	IN	NA
(11) ROC Surgery LLC 569 Brookwood Village Ste 901 Birmingham,AL35244 27-1497960	Healthcare	IN	NA
(12) ROCS Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4148369	Healthcare	IN	NA
(13) Senate St Surgery Center LLC 569 Brookwood Village Ste 901 Birmingham,AL35244 42-1709357	Healthcare	IN	NA
(14) SSSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4148167	Healthcare	IN	NA
(15) IU Health Fort Wayne LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 83-1224627	Healthcare	IN	N/A
(16) HEALTH VENTURE MANAGEMENT LLC 950 N MERIDIAN ST STE 800 Indianapolis,IN46204 20-5740218	Management	IN	NA

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets		Yes	No
(1) BMH Medical Pavilion Association Inc 2525 W University Ave Muncie,IN47303 35-1858408	Condo Mgmt	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	NA	C				Yes
(4) IU Health 457(B) Plan 1100 N Market St Wilmington,DE19890 47-6948347	Investments	IN	NA	T				Yes
(5) IU Health ACO Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4421020	Healthcare	IN	NA	C				Yes
(6) IU Health Board Designated Trust 400 Howard St San Francisco,CA94105 30-6309021	Investments	IN	NA	T				Yes
(7) IU Health NTGI S&P500 Fund CF PO Box 804358 Chicago,IL60680 30-6298263	Investments	IN	NA	T				Yes
(8) IU Health Plans Holding Company Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 46-3794815	Insurance	IN	NA	C				Yes
(9) IU Health Plans Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 26-2127080	HMO	IN	NA	C				Yes
(10) IU Health Risk Purchasing Group Inc 151 Meeting St Ste 301 Charleston,SC29401 26-0202446	Insurance	IN	NA	C				Yes
(11) IU Health Risk Retention Group Inc 151 Meeting St Ste 301 Charleston,SC29401 20-1107674	Insurance	SC	NA	C				Yes
(12) IU Health Southern IN Physicians Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1913875	Healthcare	IN	IUHB	C	107,163,516	26,505,882	76.920 %	Yes
(13) IUH Assurance SPC Ltd PO BOX 69 94 SOLARIS AVE CAMANA BAY,GRAND CAYMAN CJ 98-0395429	Insurance	CJ	NA	C				Yes
(14) Proteuo Fund LP PO BOX 31106 89 NEXUS WAY CAMANA BAY,GRAND CAYMAN CJ 98-1075227	Investments	CJ	NA	C				Yes
(15) SCANS Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 45-3080392	Healthcare	IN	NA	C				Yes
(16) IU Health Plans Insurance Company 950 N Meridian St Ste 800 Indianapolis,IN46204 81-1097215	Insurance	IN	NA	C				Yes

Schedule R (Form 990) 2018

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

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

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

Yes

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

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

Yes

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

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

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

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

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

Yes

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

Yes

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

Yes

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

Yes

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

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

Yes

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

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

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

Yes

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

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) IU HEALTH SOUTHERN INDIANA PHYSICIANS INC	J	533,380	FMV
(2) IU HEALTH BEDFORD INC	K	118,907	FMV
(3) IU HEALTH BEDFORD INC	L	4,147,969	FMV
(4) IU HEALTH PAOLI INC	L	1,984,854	FMV
(5) IU HEALTH SOUTHERN INDIANA PHYSICIANS INC	L	344,046	FMV
(6) IU HEALTH CARE ASSOCIATES INC	M	66,686	FMV
(7) IU HEALTH SOUTHERN INDIANA PHYSICIANS INC	M	12,143,337	FMV
(8) IU HEALTH PAOLI INC	O	198,799	FMV
(9) IU HEALTH SOUTHERN INDIANA PHYSICIANS INC	O	169,234	FMV
(10) IU HEATLH RISK RETENTION GROUP INC	R	966,740	FMV
(11) IUH ASSURANCE SPC LTD	R	823,306	FMV

Schedule R (Form 990) 2018

Page 4

Part VI

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

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

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2018

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) 2018

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: Improve the health of our patients and community through innovation and excellence in care, education, research and service.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	13
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	7
5	Total number of individuals employed in calendar year 2018 (Part V, line 2a) ......	5	2,735
6	Total number of volunteers (estimate if necessary) .............	6	238
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	61,581

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,426,000	3,697,447
9	Program service revenue (Part VIII, line 2g) .........	435,751,697	473,015,183
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	5,283,975	8,355,418
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	3,015,202	2,234,114
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	446,476,874	487,302,162
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	873,688	81,427
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)	135,893,901	137,511,534
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	220,433,837	228,483,342
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	357,201,426	366,076,303
19	Revenue less expenses. Subtract line 18 from line 12.......	89,275,448	121,225,859
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	578,845,857	644,933,798
21	Total liabilities (Part X, line 26).............	67,772,712	52,028,374
22	Net assets or fund balances. Subtract line 21 from line 20.....	511,073,145	592,905,424

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 284,136,357 including grants of $ 81,427 ) (Revenue $ 464,745,577 )
	Indiana University Health Bloomington, Inc. ("IU Health Bloomington") is a 293-bed full service hospital that offers a broad range of services to care for its patients without regard to their ability to pay. Based upon the values of trust, excellence, accountability, and mutual respect, IU Health Bloomington enhances the health of its patients and community in south-central Indiana by advancing the art and science of medicine through the use of new technologies, procedures, and care.

4b	(Code: ) (Expenses $ 4,374,197 including grants of $ 0 ) (Revenue $ 7,154,623 )
	IU HEALTH BLOOMINGTON PROVIDES SERVICES TO RELATED TAX-EXEMPT ORGANIZATIONS.

4c	(Code: ) (Expenses $ 649,562 including grants of $ 0 ) (Revenue $ 1,062,451 )
	IU Health Bloomington receives revenue from the following pass-through entities: Brown County Medical Cooperative, LLC, SIHO Network, LLC, SIRA Imaging Center, LLC, Southern Indiana Surgery Center, LLC and PIMCO Bravo Fund.

	(Code: ) (Expenses $ 29,148 including grants of $ 0 ) (Revenue $ 4,856 )
	RENTAL INCOME FROM RELATED TAX-EXEMPT ENTITIES

	(Code: ) (Expenses $ 2,967 including grants of $ 0 ) (Revenue $ 47,676 )
	Clinical Research

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 32,115 including grants of $ 0 ) (Revenue $ 52,532 )
4e	Total program service expenses289,192,231

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)				(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
(A) Name and Title
(18) LARRY BAILEY........................................................................ PRESIDENT IUH PAOLI/IUH MORGAN	10.0 .......................45.0	X			489,304	0	34,909
(19) WENDY HERNANDEZ........................................................................ VP, PROF & SUPPORT SERVICES	50.0 .......................5.0	X			196,574	0	28,731
(20) Daniel A Handel MD........................................................................ VP & CMO (SCR)(PARTIAL YEAR)	55.0 .......................0.0	X			327,587	49,480	28,382
(21) Cynthia Herrington........................................................................ VP & CNO (SCR) (Part Year)	50.0 .......................5.0	X			179,318	0	18,897
(22) Derek Fields........................................................................ Dir-Pharmacy	55.0 .......................0.0	X			188,836	0	27,600
(23) CAREY C MAYER MD........................................................................ PSYCHIATRIST	55.0 .......................0.0		X		283,132	0	35,442
(24) CHAD W SCHULTHEIS MD........................................................................ PSYCHIATRIST	55.0 .......................0.0		X		281,833	0	36,843
(25) Nida JSyed MD........................................................................ Psychiatrist	55.0 .......................0.0		X		293,948	0	20,561
(26) Greg SSidell MD........................................................................ Psychiatrist	55.0 .......................0.0		X		292,463	0	41,458
(27) Douglas M Frye........................................................................ Physicist-Radiation Medicine	55.0 .......................0.0		X		241,615	0	40,853
(28) LINDA LEWIS........................................................................ VP & CNO	0.0 .......................0.0			X	124,205	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	3,353,844	7,206,097	1,957,089

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	0
e	Government grants (contributions)		1e	3,055,939

f	All other contributions, gifts, grants, and similar amounts not included above		1f	641,508

g	Noncash contributions included in lines 1a - 1f:$
h Total. Add lines 1a-1f.......		3,697,447

		Business Code
2a	NET PATIENT SERVICE REVENUE	622110	464,745,577	464,745,577
b	SHARED SERVICES	541900	7,154,623	7,154,623
c	RENT FROM RELATED 501(C)(3) ORGS.	532000	4,856	4,856
d	CLINICAL RESEARCH	541700	47,676	47,676
e	INCOME (LOSS) FROM PASS-THROUGH ENTITIES	900099	1,062,451	1,062,451
f	All other program service revenue.
g	Total. Add lines 2a–2f ....		473,015,183

3 Investment income (including dividends, interest, and othersimilar amounts) ......			8,011,393	0	0	8,011,393
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents		611,982
b	Less: rental expenses		1,045,328
c	Rental income or (loss)	0	-433,346
d	Net rental income or (loss)......			-433,346	0	0	-433,346
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	4,700	22,453,176
b	Less: cost or other basis and sales expenses	68,231	22,045,620
c	Gain or (loss)	-63,531	407,556
d	Net gain or (loss).....			344,025	0	0	344,025
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a		0
b	Less: direct expenses ...b		0
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a		0
b	Less: direct expenses ...b		0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
	a		0
b	Less: cost of goods sold ..b		0
c	Net income or (loss) from sales of inventory..			0
Business Code			Miscellaneous Revenue
11a	CAFETERIA/FOOD SERVICE		721110	1,422,621			1,422,621
b	VENDING		900099	43,549			43,549
c	EDUCATION		900099	142,845			142,845
d	All other revenue ....			1,058,445			1,058,445
e	Total. Add lines 11a–11d ......			2,667,460
12	Total revenue. See Instructions......			487,302,162	473,015,183	0	10,589,532

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	81,427	81,427
2	Grants and other assistance to domestic individuals. See Part IV, line 22	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.	0
4	Benefits paid to or for members	0
5	Compensation of current officers, directors, trustees, and key employees ....	2,033,833	1,809,114	224,719	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages	107,090,920	95,258,401	11,832,519	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	5,402,126	4,805,243	596,883	0
9	Other employee benefits .......	15,375,894	13,677,005	1,698,889	0
10	Payroll taxes ...........	7,608,761	6,768,066	840,695	0
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	556,300	70	556,230	0
c	Accounting ...........	4,342		4,342	0
d	Lobbying ...........	12,959		12,959	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	317,168		317,168	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	88,600,376	32,612,862	55,987,514
12	Advertising and promotion ....	102,162	4,454	97,708	0
13	Office expenses .......	1,387,093	1,237,611	149,482	0
14	Information technology ......	1,612,691	1,557,214	55,477	0
15	Royalties ..	0
16	Occupancy ...........	6,272,962	6,018,458	254,504	0
17	Travel ............	233,119	173,584	59,535	0
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	60,527	41,937	18,590	0
20	Interest ...........	1,159,393	1,159,393		0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	13,840,395	12,454,836	1,385,559	0
23	Insurance ...	2,342,667	575,239	1,767,428	0
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	64,152,396	64,152,396
b	BAD DEBT	25,764,281	25,764,281
c	HOSPITAL ASSESSMENT FEE	17,935,751	17,935,751
d	NONCAPITALIZED EQUIPMENT	1,046,507	525,174	521,333
e	All other expenses	3,082,253	2,579,715	502,538
25	Total functional expenses. Add lines 1 through 24e	366,076,303	289,192,231	76,884,072	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			13,827	1	1,637,134
2	Savings and temporary cash investments .........			236,390,720	2	286,220,442
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			60,009,757	4	60,897,331
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 ....			403,541	7	193,452
8	Inventories for sale or use ........			5,212,018	8	5,515,391
9	Prepaid expenses and deferred charges ......			2,065,400	9	3,960,418
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	357,966,593
b	Less: accumulated depreciation	10b	257,454,418	81,689,161	10c	100,512,175
11	Investments—publicly traded securities .			172,677,658	11	166,745,390
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			3,438,376	13	2,306,666
14	Intangible assets ...............			3,610,563	14	3,610,563
15	Other assets. See Part IV, line 11 ...........			13,334,836	15	13,334,836
16	Total assets. Add lines 1 through 15 (must equal line 34)...			578,845,857	16	644,933,798

17	Accounts payable and accrued expenses .....	25,033,065	17	28,954,953
18	Grants payable ...	0	18	0
19	Deferred revenue .........	31,166	19	1,114,136
20	Tax-exempt bond liabilities .........	0	20	0
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 ..	216,497	23	216,497
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	42,491,984	25	21,742,788
26	Total liabilities. Add lines 17 through 25..	67,772,712	26	52,028,374

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	497,738,309	27	579,570,588
28	Temporarily restricted net assets ...........	7,774,144	28	7,774,144
29	Permanently restricted net assets	5,560,692	29	5,560,692
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	511,073,145	33	592,905,424
34	Total liabilities and net assets/fund balances ........	578,845,857	34	644,933,798